/CMMG/ Commodities, Macro, and Mining General

[Anonymous No.50920834]

Commodities include
>Precious metals
Gold, Silver, Platinum group metals
>Energy
Oil, Natural Gas, Uranium, Coal
>Base Metals
Copper, Iron ore, Nickel, Lithium, Cobalt, Zinc, Lead
>Others
Water, Agricultural, Salt

More information for each commodity
https://pastebin.com/tduUv8Ny
Calculators for DD
https://pastebin.com/TsRtpKHs
Steer Clear List
https://pastebin.com/V571vwse
News Sources
https://pastebin.com/bQFESpBL

>Youtube channels to follow
Palisade Gold Radio, Mining Stocks Education, Sprott Money, Goldsilver pros (Rob Kientz), Finding Value Finance, Gregory Mannarino, Peter Schiff, Macro Voices, Crux Investor
>Canadian junior press releases
https://twitter.com/JrMiningNetwork
>Newsfeed
https://twitter.com/zerohedge

>What is Austrian economics?
https://mises.org/what-austrian-economics
>Austrian economics books
What has government done to our money (Rothbard), The mystery of banking (Rothbard), and Profit & Loss (Mises)

Previous: >>50847264

[Anonymous No.50920873]

Buy EC please.

[Anonymous No.50920950]

Would you buy this chart?

[Anonymous No.50920952]

Kek, @RocketRed on ceo.ca attempting to FUD Snowline, getting called out for trying to buy shares. Snowline up 6% today

[Anonymous No.50920967]

>>50920952
you just know.

[Anonymous No.50921086]

>>50920950
What about this one?

[Anonymous No.50921094]

Nice

[Anonymous No.50921119]

>>50920873

I'm in ZOM

[Anonymous No.50921300]

>>50921086
>$30 silver will save the horse from the glue factory

[Anonymous No.50921482]

>>50921086
Dansk?

[Anonymous No.50921532]

>>50920950
dont buy PED, its a shit stock

[Anonymous No.50921588]

>>50921300
Perhaps it could, if they can get the permit. Would provide some good content if they finally got into production.
>>50921482
Yep.

[Anonymous No.50921758]

POSSIBLE CUP AND HANDLE FORMATION???????

[Anonymous No.50921873]

Golden brown poo bros, we are gonna wagmi soon.

[Anonymous No.50922008]

>>50921873
Rana didn't invite me to the shareholder meeting

[Anonymous No.50922132]

>>50922008
>OOO AU ID
I am redeemed

[Anonymous No.50922749]

>>50922132
Do not redeem you basterd!

[Anonymous No.50922840]

When is Rana's next marketing blitz?

[Anonymous No.50922864]

>>50922132
and PT !

[Anonymous No.50923536]

Any updates on this miracle mine?

[Anonymous No.50923614]

>>50921532
My boyfriend Andy bought it so I bought it as well ;^)

[Anonymous No.50923843]

>>50922008
>>50922840
There is a meeting? Is it today?

[Anonymous No.50924410]

I need all knowledgeable anons to give me their thoughts on precious metals and uranium and where these stocks (say an ETF like URNM) will go in terms of price in the short, medium, and long term. I'm holding right now for a couple of years but I don't want to look like an idiot and lose money. I'm already down like 10%. Give me your thoughts please sirs

[Anonymous No.50924580]

Check your mail, SALT Bros

[Anonymous No.50924681]

>>50923614
>Andy
yeah and Andy has been getting creamed on everything except natural gas for a while now

[Anonymous No.50924692]

>>50923536

[Anonymous No.50924810]

So I was looking at rebalancing my portfolio later. Right now, I have 5 calls on UUUU that look like they'll expire OTM. Either way works for me.
I decided that I'm going to put it into one of the uranium etfs, either URA or URNM. I see they both basically track the same companies, are optionable, and have exposure to physical spot and Kazatom. URA is more appealing to me since they are a little cheaper (I can get 200 of them, but only 60 URNM, which makes writing calls impossible)
I also have some leaps on DNN, and it looks like they're doing a deal with UEX to buy them out. I'll wait to see how that goes before selling them and consolidating as above.

Also I have a small position in BHS and BLLG. Both have been disasters.
However, I looked at the financials for both - while BHS has had share dilution, I notice they also have debt reduction, increase in tangible assets, and recent drilling approval. It'll still take time, but Graham is making progress, at least. Might consider more shares towards December.
BLLG is less impressive to me in terms of balance sheets. Both companies have no revenue, but it looks like they have an increase of debt and less tangible book value. However, they're further along and are in phase 2 drilling from the looks of it.

[Anonymous No.50924884]

>>50924810
Probably not a good sign if I got Graeme's name wrong

[Anonymous No.50925040]

>>50924884
It's Gram

[Anonymous No.50925057]

>>50924580
I didn't get one, how many shares you have Salt bro?

[Anonymous No.50925077]

>>50924810
>>50924884
>>50925040
Graham Cracker

[Anonymous No.50925110]

what you guys mining after eth goes pos

[Anonymous No.50925171]

Goliath way up today, maybe partly due to Moriarity

https://stockhouse.com/companies/bullboard?symbol=v.got&postid=34894621

[Anonymous No.50925442]

>>50925110
Away with you!

[Anonymous No.50926159]

S&P almost back to 4300, how ridiculous. All the liquidity from covid stimulus is still slushing around and the market is just all about liquidity. They have been ramping up QT though so that should take the air out of this thing over the coming quarters. The fed isn't going to pivot before asset prices come down. Fed call in play here. You should think people had learned not to fight the fed.

[Anonymous No.50927161]

New ATH for Snowline today, those assays might be dropping Tues

[PAN MAN No.50927655]

>>50920834
thank you baker!

[PAN MAN No.50927693]

>>50925171
Goliath had some great looking intercepts recently, but were all still waiting on the assays.
>>50924810
Blue Lagoon's still pretty interesting in my opinion just on the fact the market still wont really look at them. All they need is a seriously good intercept and they will get that attention.

[Anonymous No.50927715]

>>50927693
Regardless of the "amazing" assay whether it's coming or not don't you think the propety is still greatly economic with large exploration potential?

[PAN MAN No.50927748]

>>50927715
its one of the better projects I can think of in the Bulkley / Central interior of BC right now. Its got a lot of potential, the old hand workings done in the past century alone will take years to finalize field work on. Its a fantastic bit of territory.

[Anonymous No.50928318]

I'm /gassy/ now. All natural. Hanging out near bogs, cow pastures, sandstone basins, coalbeds. Sniffing it in.

[Anonymous No.50928521]

Novo released Q2 earnings after the market closed. Adjusted earnings (losses) were $-37.1 million, AISC $3,198 CA oz, sale of 12,378 ounces of gold

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1226-tsx/nvo/126393-novo-reports-q2-2022-financial-results.html

[Anonymous No.50929350]

>>50927693
Don't they already have 10 years worth of intercepts? Why would the market care about one more

[Anonymous No.50929360]

What is German capacity to switch from gas to coal and diesel?

[Anonymous No.50929824]

>>50924810
Rana has hit some nice grades, but short intercepts. Feels like some big hits are coming

[Anonymous No.50929861]

>>50929360
They have a few old coal generators they're dusting off. That's it.

[Anonymous No.50930210]

>>50925057
Around 1000 or so, all bought around 1.50 or so back in April when anons were shilling here kek

Ask picrel makes me more bullish on SALT, although I’m not sure how much sodium these processes actually use. Still doing some digging on future and past nuclear reactor designs.

TIL the principal inventor of the RBMK reactors (Nikolai Dollezhal) was born in the 19th century. Just for a hint as to how archaic the Chernobyl design was. The soviets basically wanted a cost-effective design that as opposed to the much safer heavy water designs, used graphite rods and light water in the power generation process instead. This creates issues since they don’t absorb neutrons as well as their heavy water counterparts, resulting in a thermal feedback loop and high void coefficient. This creates a nightmare for the operators to control these unstable loads at low power, which was largely ignored for years but finally culminated in that disaster. There are currently 12 RBMK reactors still operating in Russia, which have all been retrofitted with better housings for the fuel rods, better trained personnel etc.

I have a follow up on this in a bit, as it is something i discovered about Russia’s current nuclear grid that no one has mentioned here (or anywhere) thus far..

[Anonymous No.50930451]

IRA EPSTEIN GIVES BREAKDOWN ON CURRENT PRICE ACTION OF GOLD.

https://m.youtube.com/watch?v=gHtiePdit1c&t=332s

[Anonymous No.50930757]

>>50930210
Oh what was that one nuclear company with a miniature reactor

[Anonymous No.50930780]

>>50930757
Oh it was NuScale (SMR). No etfs seem to include them yet (URA or URNM). Looks like I'll have to get it separately

[Anonymous No.50931648]

>>50930210
Fuck sakes I had a huge ass write up approaching the word limit and 4chan refreshed right as I was going to post..fml

But basically my “discovery” was unfounded upon further research. I had before me a list of Russian nuclear reactors, which included their outputs (gWh), start dates, decommissioning dates etc. Well every reactor on the list had varying decommissioning dates ranging from 2018-2034, and I almost shit my pants since that would mean less need for uranium feedstock which finally presents a headwind for our thesis. But that would also mean more bullishness for Nat gas and oil as substitutes..

Alas, the list I was looking at was only for the outdated RBMK-type reactors, which by my understanding power 1/3 of Russia’s total nuclear output. There are other type of reactors that make up the bulk of their current fleet, including VVER.

There are a dozen or so small 50 gWh reactors (RITM-type) under construction as we speak, slated for completion in the next 5 years. These RITM “floating” small reactors are placed on wide ships (similar to Akademik Lomonosov) and will serve a number of strategic Russian economic ventures, as they will provide power in the far north regions and beyond. In fact, a Russian gold/copper mine (Baimsky) in the remote Chukotka region is entirely powered via a floating nuclear facility. It’s interesting to note that prior to the floating nuclear facility, a floating LNG facility was proposed, but Russia scrapped it due to the potential of front-running the floating reactor tech, which no other country has yet to embark on. In addition to the RITM small reactors, there are large 1300 mWh VVER-TOI reactors on tap, to be built in the next ten years. They are also under construction in Bangladesh and Turkey as we speak. Gunna need lots of uranium for those.

[Anonymous No.50931706]

>>50924410
in the short term of the next month or two or three. we could go lower. uranium trades with oil/energy and it seems to be getting hit with crude falling/commodities trading lower(albeit slowly finding some footing). in addition, people think we're in a bear market rally, which means if this rally turns we're going lower for the next month or two(idk when or how long) but i expect close to or a retest of the lows, which will be a good buying opportunity.

medium(6-12 months) term i think uranium and energy will come back to being the strongest sector, and uranium especially could have some huge upside assuming the price of uranium starts to go up due to utilities entering into long term contracts and the basic thesis plays out.

long term 2-3+ years, i think uranium is one of the strongest play. im not jumping in and out, just slurping everytime we hit support. uranium is volatile but it definitely trades in a range and its easy to predict turns. i just cant predict when we'll go parabolic which is why im just accoomulating

[Anonymous No.50932113]

Goldbros, im tired of waiting on it to grow, im going to crypto, been thinking ultimate champions because ubisoft is in it but idk, should i really give up?

[Anonymous No.50932117]

>>50932113
Bitcoin has all the properties of gold, but is digital, which grants it some significant benefits over physical gold. Like gold, bitcoin has a fixed supply meaning no central banker can print more with the click of a button. Bitcoin also is impossible to fake or counterfeit. You also cannot create gold. You have to mine it.So, i would say, yeah, go for it, i have too much into gold to give it up but if you can, then it's a win

[Anonymous No.50932121]

>>50932113
>>50932117
>comparing bitcoin to gold
gtfo this thread with your internet points

[Anonymous No.50932127]

>>50932121
Like gold, bitcoin is fungible. Meaning a bitcoin is always worth the same as any other bitcoin. A 1oz gold bar is always worth the same as any other random 1oz bar. Any crypto, even more a token made by a successful company like ubisoft is worth far more than gold, that's just facts

[Anonymous No.50932291]

>>50932117
Fuck you. Get out.

[Anonymous No.50932297]

>>50932127
Get out.

You're down 60% on the year you cock sucking faggot.

[Anonymous No.50932877]

>>50932127
We're on biz, you really think people here haven't heard all the delusional bull arguments 100 times already? Sorry but we're not buying into your ponzi. Shill your bags somewhere else.

[Anonymous No.50932934]

>>50932117
>Bitcoin has all the properties of gold, but is digital
no it does not

[Anonymous No.50933442]

>>50929360
most germans live in cities and have no fireplace, they are dependent either on centralized heating or gas
german electrical grid is dependent on gas turbines to not blackout during periods of low wind
either somehow a fleet of filled up gas carriers and terminals to get the gas into the grid spontaneously materializes, the gov starts to be more afraid of the people than they are greedy for circumcised cock and opens up nordstream2, they shut down the industry to keep enough gas in reserves for the winter or people freeze to death
i think the most likely outcome is the last one
>would have expected far more resistance from german industry really, car industry get their planned obsolescence mobiles but the rest just gets shafted
>>50932127
>Meaning a bitcoin is always worth the same as any other bitcoin
false, bitcoins have a history, gold can just be reshaped and its washed
since every bitcoin is tracked some are marked as as bad boy coins and wallets that interact with them are banned from exchanges under the threat of violence escalated to the point of murder
bitcoin is not fungible
only privacy coins can be fungible

[Anonymous No.50933616]

I looked around a bit and can't see when blue lagoon has a meeting people keep bringing up, what day and time is it?

[Anonymous No.50933737]

nice hole!

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2013-tsx-venture/sve/126428-silver-one-resources-intercepts-1-339-g-t-silver-and-1-21-g-t-gold-over-10-67-metres-within-48-metres-of-332-g-t-silver-and-0-39-g-t-gold.html

[Anonymous No.50934440]

>>50929824
Any day now my basterds we are all gonna wagmi

[Anonymous No.50934712]

Still waiting for the arctic star results…
Diamondbros…

[Anonymous No.50934758]

Update for the Galleon crew

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2697-tsx-venture/ggo/126433-galleon-gold-provides-update-on-permitting-for-underground-bulk-sample-at-west-cache-gold-project.html

Interesting large bulk sample program they are working on which could almost be considered a full scale mining op. 20koz at 9 g/t is what they are looking to get from a wide orebody (low cost mining). Less than $15M mkt cap right now, but the question then is how they are going to finance the program. They have a large resource but it's very marginal.

[Anonymous No.50934822]

>>50934758
Sweet, Galleon webinar with CEO scheduled for today too, 11:45 am ET. Their CEO usually does a Q&A after the presentation. Maybe if the vg assays they're waiting on come back big Sprott will keep putting in money

https://us06web.zoom.us/webinar/register/WN_QjgYityLSxS0v_Ddprqoxw

[Anonymous No.50935157]

Benchod metals finally got their PEA out

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1431-tsx-venture/bnch/126461-benchmark-announces-positive-preliminary-economic-assessment-for-the-lawyers-gold-silver-project-with-robust-30-irr-c-921m-pre-tax-npv5-and-2-1-year-payback.html

Looks pretty decent, 1.47 g/t Aueq, 5.4 strip. 169koz Aueq per year. But they are relatively highly valued too compared to others.

[Anonymous No.50935172]

>>50933737
not sure if it will hold, but Silver One just opened up 23%

[Anonymous No.50935472]

Puregold trainwreck update

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/776-tsx-venture/pgm/126404-puregold-provides-operations-update-and-reports-second-quarter-2022-financial-and-operating-results.html

tl;dr they are still losing money and hope to get to a production rate of 45koz/y in Q3. Baggies still hoping and coping on this one with mkt cap still close to C$100M even though they have US$100M+ in debt and are still bleeding by a large margin. Perhaps this could be turned into a profitable mine under competent leadership but hard to see current sharholders not getting fucked.
The Harte Gold mine was taken over by Australians and is now making money I believe. Silver Lake Resources I think they're called.

[Anonymous No.50936051]

the horse up 9% today

[Anonymous No.50936114]

Abbax up yuge, they are finally opening up their commodities exchange!

Great news as I’ve been through hell and (hopefully) back as a shareholder. Exciting times ahead, Josh Crumb is a brilliant project head.

Here’s a Macro Voices interview to get an idea of who he is:

https://podcasts.apple.com/ca/podcast/macro-voices/id1079172742?i=1000559768177

[Anonymous No.50936126]

>>50936114
man i should get some fido internet

[Anonymous No.50936150]

>>50936114
>up yuge
>tfw your average cost is almost $4
Wake me when I break even again

[Anonymous No.50936170]

>>50936051
Anything below 8 cents is just noise. I've bought in too high, but already reduced my average. Wake me up when we're at 20 again.

[Anonymous No.50936385]

>>50936170
>See you on the other side space cowboy.

[Anonymous No.50936389]

>>50936051
>>50936170

Yeeehawww look at that stock price rise due to pajeet teams hard work. You are gonna make it today.

[Anonymous No.50936438]

>>50936389
The pajeets are always early. I am also not a poo

[Anonymous No.50937026]

>>50931648
thanks for effortposting and sharing your research anon. Good stuff

[Anonymous No.50937391]

>>50936150
Yea I was really surprised when it started selling off hard in the last 6 months, but it was in line with the Russel index and most other small caps that were so reliant on increasing debt costs to finance growth. Most long-duration equites like that were toast with the fed funds hike. There was also some short-side retard on Twitter who started making unsubstantiated rumours about the Abbax progress in their roadmap, which cause less many angel investors to jump ship. Pretty sure Goldman Sachs still owns 20% of the float, and NYSE parent company ICE is also among the institutional support for Abbax.

I’m expecting this to be a home run Pick if the commodities exchanges goes well, it’s just continued patience and faith management will deliver is required. It’s paid off today, as we have further clarification on the announcement of the exchange launch, slated for this fall. Good place to buy cheap shares imo.

https://stockhouse.com/news/press-releases/2022/08/16/abaxx-updates-q2-2022-development-activities-commences-exchange-launch-planning

[Anonymous No.50937444]

https://ceo.ca/@globenewswire/verde-announces-strategic-sales-partnershipwith-lavoro
Verde news, they're operating at 600kt/y capacity right now and still have the 1Mt/y target for the year, expecting plant 2 to be commissioned on time. Marketing increased, customers retained. Next year plant 3 with 10Mt/y capacity to be built and 2Mt/y sales target next year.

[Anonymous No.50937640]

good morning
what are the implications of this?

[Anonymous No.50938030]

>>50936438

I see the true believers are buying up all the cheap shares as shown by the latest updates

[Anonymous No.50939661]

>>50935172
Good, now it need anoter 100% so I break even. Don't wanna average down

[Anonymous No.50939699]

>>50936385
>50k portfolio
>4 picks
I fucking respect people like you, can't do the same.

Currently 40k and 14 picks

[Anonymous No.50939994]

>>50939699
>checked
To shine like the sun first you must burn like it.

[Anonymous No.50940106]

I bought some puts for BBBY today commoditybros wish me luck. Ridiculous how these meme stocks can make these types of movements even in a market like this

[Anonymous No.50940220]

Thinking $85 for WTI will be a nice area to see if the oil bulls will formulate a nice resistance and head back to $90+

[Anonymous No.50940296]

>>50939994
oh shit is nick jones in this bitch?

[Anonymous No.50940323]

>>50940220
I have it going down to $68

[Anonymous No.50940357]

>>50940220

I wouldn't even put any kind of a hard price target to it considering how manipulated everything is. It may go insanely low before this is over.
We'll just have to wait see how low they can push it with their SPR releases, because they're not stopping any time soon.

[Anonymous No.50940394]

https://uk.finance.yahoo.com/news/uk-inflation-food-energy-bills-cost-more-pay-091347022.html?guccounter=1

Everything is fine

[Anonymous No.50940669]

Snowline pumping again, no assay news yet. HH with a big DD write up on the company, very bullish.

https://www.thehedgelesshorseman.com/snowline/snowline-gold-sgd-cn-one-fort-knox-type-gold-discovery-one-epizonal-gold-discovery-and-a-deep-pipeline-for-us209-m/

[Anonymous No.50940712]

>>50936385
https://twitter.com/BayhorseSilver/status/1559599423705022467

Wtf you might have your BHS shares moon...

[Anonymous No.50940868]

>>50940712
Whatever, just let me buy a damn doorknob already.

[Anonymous No.50940876]

>>50937640
If China and India say ok sounds good we're off to WW3. (((Western))) powers can't let this happen.

[Anonymous No.50940985]

>>50940712
>my body is ready senpai

[Anonymous No.50941345]

>>50940712
SILVER!!

[Anonymous No.50941529]

>>50920834
what would you study if you were 20 again

[Anonymous No.50941555]

>>50941345
>>50940712
Hold on, I swear I have seen these images before. Am I just imagining from being so pessimistic?

[Anonymous No.50941591]

>>50940868
I'm also in for the doorknob party!

[Anonymous No.50941753]

>>50941555
You probably mean the previous knob + stamp picture from almost a year ago - I remembered it too and looked it up for you.
https://mobile.twitter.com/BayhorseSilver/status/1448630856709513216

[Anonymous No.50941756]

>>50941555
There was some BHS metal before, but it was round instead of bars. Are you thinking of that?

[Anonymous No.50941762]

>>50920834
I've got one for you boys... Let me know what you think? Criticism welcome.

https://youtu.be/k_oZS3u_ANQ

[Anonymous No.50941820]

>>50941753
Those are the same bars aren't they?

[Anonymous No.50941856]

>>50940669
WOW, Snowline up around $2US, this could hit $3 when those assays drop if they have gold in an intercept over 2 or 3 football fields in length

Didn't have the money to buy a lot, but I have to thank Keith for getting me to DD it and buy in last year

[Anonymous No.50941877]

>>50941820
Doesn't look like it. Even at a glance the old ones have their weight and purity centered, the new picture has bars with the weight and purity aligned left to allow for the logo. I guess that doesn't mean they didn't repour the same silver, but...

[Anonymous No.50942044]

>>50941820
not saying they aren't, but here are the differences i noticed:
>old ones are apparently all 20.000 while new ones also contain 19.xxx
>20.000 is stamped quite centered on old ones while new ones have only one somewhat centered 20.000
>old ones look more beaten up, so it would only make sense if they were swapped
>bubbles on old ones look larger while ripples look less symmetrical or even
doesn't mean you can't repour them ofc

[Anonymous No.50942180]

>>50941856
Based Keith, I bought because of him too

[Anonymous No.50942232]

>>50940712
Aka "we can't fulfill our ocean delivery contract so we are desperately trying to come up with other options"

[Anonymous No.50942247]

>>50941856
Its going to correct. I said about five days ago it would correct within two weeks.

[Anonymous No.50942455]

>>50941762
Good shit, watched it earlier. Interesting to see him so against UUUU (as a long term play anyway). Always figured it was a bit of a meme stock myself. I agree that Cameco really should pay a proper dividend as well.

[Anonymous No.50942925]

If Anyone of you Interesse in a Double or nothing look up Petroteq. It is a Technology Company for clean oil about to be bought out but it it might still fail. Best Source is subreddit and livechat There.current price 0.26 buy out price 0.56 USD.

[Anonymous No.50943302]

>>50941762

Enjoying all of your takes on the markets and the guests, relly good stuff.

I agree about the big thing being to jump into the near term producers, exploration plays aren't going to be doing anything interesting other than finding more stuff, but it'll be 5-10 years before many of these companies are going to be producing anything.
And most importantly if there's going to be any government money to suck in, then it'll be these producers or soon to be producers that get it.
Personally I like Encore. American and in production next year and only starting to near the 500 mil MC, which makes it one of the cheaper ones of these near term producers and the location is pretty much the best.

UUUU only toying with the idea of being an Uranium company might not matter, because it's one of the more popular stocks. As we have seen in the recent years, the meme factor of a stock can be more important than the facts behind it.
When we start running and the money starts finding it's way here, the average robinhood mook is going to be throwing their money to whatever normie internet recommends or memes them.
Might even get some institutions suckered into them for that reason too. In the longer run the real companies will win though.
Silex is an interesting company and it's one of those things that might be a good idea to rotate profits into after the uranium plays have had their runs. I doubt it's going to move all that radically in the same time frame, but without a doubt has a great future and since it's a super niche market, they don't exactly have that much competition.

[Anonymous No.50943308]

>>50942455
Thanks Anon. Yeah that's part of why I wanted him on. You really don't hear some of these ideas anywhere else. His case for UUUU is compelling. I also agree on Cameco. It's going to be an absolute juggernaut.

[Anonymous No.50943340]

>>50943302
Thanks for the comments bud. Appreciate it. I also think you have some really good takes here and I agree with you broadly.

[Anonymous No.50943385]

>>50940712

Promised production five years ago. But now, only leach testing. You must buy up all the stock now at this low low price or your are never going to make it.

https://www.youtube.com/watch?v=g6RKjaifgSY

[Anonymous No.50943411]

>>50943385
>sdasgupta
Dotheads are bullshit artists, one and all.

[Anonymous No.50943750]

So what's the issue with UUUU? Just because it's not exclusively a uranium company?

[Anonymous No.50943864]

>>50943308
Didn't know you were one of us. I've seen your channel before and enjoyed it.

[Anonymous No.50943960]

>>50940712
this means:

1. The time and millions of dollars they put into their flotation plant is wasted since a leach plant would replace it.

2. They would need another set of water, use, and waste permits that are almost impossible to get since no town or county wants a cyanide plant near them or their rivers

3. They would be spending more money, because even though cyanide is dirt cheap, it's not cheaper than flotation for most small polymetallic operations.

4. they'd still need to build and operate a refinery because output from a leach plant is not necessarily more pure than flotation, and it would need final purification and smelting. This is extremely expensive and requires another set of EPA emissions permits they probably can't get.

It may well pump share price, but it's not promising news.

[Anonymous No.50944040]

>>50940712
>>50943960
Also, while it would save money on shipping, the "overseas smelters" thing is pure bullshit since there are plenty of local and US refiners and smelters that would happily buy their metal if they chose to mine some.

The Ocean deal was confusing from the very start since smelting in Oregon or Idaho makes far more sense. But it was just a ploy to bump share price most likely. Otherwise it was a terrible business decision unless Ocean was somehow paying so much more than local smelters that it covered shipping. Which seems impossible.

[Anonymous No.50944159]

>>50943960
>>50944040
In non-technical terms this means they're doing what they've done several times in the past:

announcing that they're going into production, give lots of promising news
then for no obvious reason and with no explanation suddenly announce that they're starting clear back at square one trying a new method that will cost more money and is far less likely to succeed.

after a few of these sorts of announcements they really do look like they're trying not to mine.

[Anonymous No.50944324]

>>50921758
natty gas bout to nut

spread em germany, bout to clap dem cheeks

[Anonymous No.50944884]

>>50944040
Has anyone here thought of contacting ocean to see what info they might have?

[Anonymous No.50944912]

zinc news:
https://finance.yahoo.com/news/zinc-surges-trafigura-owned-smelter-094442458.html

[Anonymous No.50944997]

>>50944884
they probably can't legally discuss it
they certainly can't ethically discuss it

[Anonymous No.50945491]

>>50921758
>CUP AND HANDLE FORMATION
What does this mean for us non daying-trading types. Is this good, bad, IDGAF, etc.

[Anonymous No.50945891]

>>50942247
Are you going to claim victory if it pumps to $5 and then corrects to $4? I remember talking about this a weeks ago when it was $1.50 Canadian and someone here was saying don't chase the green candle, it's going to correct, then it just steadily went up to 2.40ish.

[Anonymous No.50946005]

>>50945891
As soon as this upward channel is broken it will crash back to 1.20 and then fill the gap back down to around 0.86.

[Anonymous No.50946267]

>>50943960
Aka.its a giant fucking scam and anyone still shilling it is retarded.

[Anonymous No.50946297]

>>50945891
No. I'll try to be fair and realistic. I love salt. Own a lot of shares. Just saying when shit gets stretched over the 200 day moving average that far it WILL correct.

[Anonymous No.50946774]

Good day for Vulcans!

[Anonymous No.50946885]

>>50946297
Are you talking about SALT or SGD? Or both?

I could see a 20% pullback in SGD if news is mediocre or bad, but if news is good then there could be a little chopping around for a few days and then off to the races.

I agree that generally with most of these stocks you would be right, the gap would get filled on a correction, and I don't want to be the "this time is different" guy, but you can't deny this one is bucking all the trends lately and for good reason, they have the goods.

[Anonymous No.50947763]

>>50945491
Cup and handles are a meme TA pattern that every normalfag first tends to see

[Anonymous No.50949256]

What natural gas companies should I positioning into right now before international prices become realized?

[Anonymous No.50949840]

https://twitter.com/Ole_S_Hansen/status/1559521784734572551
>Dutch #TTF #gas benchmark is now trading at $410/barrel #crudeoil equivalent. Highlighting the debilitating economic impact on the region #oott

[Anonymous No.50950039]

[Anonymous No.50950715]

>>50946885
Both. When stocks get stretched more than 50% over the 200 day they always correct. Fundamental law
Can't be broken. No exceptions

[Anonymous No.50950733]

>>50946885
The results will have to be exceptional for snowline in order for it to pump. Just "good results" might even be the trigger for the selloff.

[Anonymous No.50951030]

>>50946267
>Aka.its a giant fucking scam and anyone still shilling it is retarded.
at the very least if they planned on leaching all along they could've skipped the millions of dollars they spent on the ore sorter and the flotation plant.

it really does look like they're either idiots or purposefully milking investors.

[Anonymous No.50951074]

>>50946267
the other thing that looks scammy is the suggestion that leaching produces pure metal

if anything leaching produces concentrates LESS pure than flotation. And neither process produces pure metal by any stretch of the imagination.

this is another apparent attempt to lie to investors who don't know a lot about mining and process. Leaching doesn't produce pure metals. Only refining does that. Whether by wet or electrical methods. With electrical being by far the cheapest.

[Anonymous No.50951197]

>>50946267
It reminds me of that guy that tries to hold a girl's hand and when she says no he tries to fuck her instead. If a girl won't let you hold her hand she certainly won't let you fuck her.
If the state of Oregon won't permit their flotation plant they sure as fuck won't permit a leach plant.

[Anonymous No.50952002]

Should I buy a sack of trillion now or wait? I am not sure if it will go down with the rest of the market or begin climbing on gas needs. Maybe its too early, maybe I am already cutting it close. What are some opinions?

[Anonymous No.50952071]

>>50952002
How much would you buy if you decided you want to buy? Think about that number, then divide it by two and buy that much instead.

[Anonymous No.50952925]

Syscon bringing it's own L2. And it will be the gas fees for both L1 and L2. Optimism rollups for now and zkrollups will be implemented later.

[Anonymous No.50953392]

>>50951030
>ore sorter

[Anonymous No.50953580]

>>50924410
>>50924810
>>50941762
uranium chads, i have cross-posted on /smg/
peninsula energy kinda looking like shit right now, latest crux video
https://www.youtube.com/watch?v=dF_LuGAS1BI
i like chapman, he speaks plainly

[Anonymous No.50953657]

>>50924810
>ETFs
i prefer URNM -- look at the portfolio balance of those two. URA is basically cameco plus some tiny bites elsewhere. that's bullshit: logically, if i like cameco, i don't need it diluted by the entire rest of the field. if i like physical, i want it in greater % than cameco because they're only canadian. the big mines around the rest of the world, the places that are overlooked because of jurisdiction or execution risks, they will be the ships that rise the most when the tide carries them all up together. it's also bullshit because kazatomfags > cameco, period. URA is kind of retarded.
>UEX
no it is not that simple -- UEC, UEX and DNN are in a love triangle right now. should have been resolved monday, possibly announcements this week (unless i have already missed them)

[Anonymous No.50953770]

>>50931648
i do not think it is as important to look at demand as you do, also, you're triggering me by writing gWh instead of GWh
- every single reactor that was licensed for 40 years is going to be up for relicensing if it hasn't already, and those that have, sailed through with flying colors for another 40 years
- virtually every idle reactor on earth is going online again
- the chinese are building new ones like it's going out of style
- dozens of new reactors are planned all over the world
- all of today's reactors already have bigger startup requirements (more fuel) than normal operation, as a function of time
- SMRs are going to get a huge slice of this newly-started action, and they have even bigger startup requirements in terms of efficiency
this is so real and so huge it hardly requires a detailed understanding; my thesis does however operate on the assumption that political power is driving this movement, and so they will make this happen at any cost.

[Anonymous No.50953875]

If you're down -65% on junior miners, you could probably make alot of that money back on BBBY right now, just saying. money's money bros doesnt matter where it comes from

[Anonymous No.50953877]

Japan Gold Commences Drilling

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2010-tsx-venture/jg/126541-japan-gold-commences-drilling-at-the-saroma-prospect.html

[Anonymous No.50954009]

>>50943302
>I agree about the big thing being to jump into the near term producers, exploration plays aren't going to be doing anything interesting other than finding more stuff, but it'll be 5-10 years before many of these companies are going to be producing anything.
i don't necessarily agree with this: yes, absolutely, explorers are dangerous to buy, but that is true at any point in the cycle.
my callout of peninsula, and what i hope is not happening broadly, is that these motherfuckers are contracting RIGHT NOW on shitty terms. PEN admitted they have locked in a third of a 14mlb pile at an absolutely garbage price, because they chose not to wait.
they also say in the interview that they aren't interested in being acquired, and had no real counterpoint to the idea that acquisition would be better for their shareholders -- but that assumes they are a brilliant and experienced management team and can maximize the value of their asset.
which they just locked in, a huge chunk of it, at an absolutely miserable margin. why should we trust them in the future? they have to contract even higher now to make up the difference. they're too small in total pounds in the ground to live long enough to do this, imo.
so in conclusion: no.
waiting until 9:30pm and grabbing the first 6/10 bitch at the bar who looks your way is fine if you're ugly and you're sure it's going to be just an average weekend. it's fucking retarded, though, when you know a hundred cheerleaders are gonna show up sometime before the bar closes. especially retarded when you know a lot of other people don't know that.

[Anonymous No.50954108]

>>50952071
Alright I halved my initial buy, will buy more later, but at least I have skin in the game.

[Anonymous No.50954205]

>>50951030
They aren't planning to be scamming pieces of shit. They're just scamming pieces of shit. They fail on their goals and then they go from there.

[Anonymous No.50954292]

https://twitter.com/maelmale/status/1559797408556531712
>100k bill last year
>1M today
>for 1 month
dead

[Anonymous No.50954440]

>>50941762
>chapman: "hold the damn line"
yeah see? he knows. motherfucker's sharp.

[Anonymous No.50954998]

>>50943960
>tfw fell for the bhs meme

[Anonymous No.50955670]

>>50946297
>>50946885
>>50950715
>>50950733
No correction or selloff today. Buying Snowline now appears to be still being early. Could get bought out eventually for $30 or more a share like Great Bear

[Anonymous No.50956944]

>>50953580
Summarize why they're looking like shit. The costs are going up and they need more cash to produce?

[Anonymous No.50957990]

EU bros when do I slurp Encore. Is it time?

[Anonymous No.50958400]

>>50957990
I would only trust Red in terms of when its time to slurp. If I recall, he said wait, U is dropping further.

[Anonymous No.50958510]

>>50957990

For now I'm going to wait with Uranium until we get a retest of the previous lows.
If the general markets tank lower than before after this bear rally sputters out, we're breaking through the strong long term supports in all Uranium stocks and we're going way lower.
There's a long way to fall in these markets and we haven't decoupled at all from the larger moves yet.

[Anonymous No.50958738]

>>50956944
well after you watch the video i believe you'll see it for yourself, which is why i didn't state it, which creates bias.
however, i then posted this >>50954009 these are the two biggest factors.
- they should not have contracted yet, especially not at that % of their mine's total resources
- weak answer's to matt's questions but especially on the m&a question
managements don't do this to shareholders unless they have an ego thing going on and mining has a lot of that (lol bayhorse). PEN knows their potential suitors are better management than they are and that they're essentially redundant in the industry, but they're going to cling to this mine and operate it anyway. that strongly implies they're not going to return these profits to you, they're going to reinvest until the company is broke and they can take off with nice severance packages

[Anonymous No.50958885]

>>50953875
>BBBY
why should I not just buy puts?

[Anonymous No.50959839]

https://youtu.be/w0GftOAky0o
Verde Q2 results presentation. The CFO mentioned that Plant 2 should be commissioned by the end of the month and if so, the 1Mt/y target should be within reach. Also very cool to see how the company has grown each year with the graphs

[Anonymous No.50959888]

>>50958400
Attention new fags. See this shit going on right here. We are the BEST investors on this board. You know fuck all. Don't come in here with your gay shit trying to talk like you know anything. Sit down, shut the fuck up, learn and listen. If you have a cool idea to share go ahead. If you have something you've researched go ahead and share. Don't come in here like that renewable energy faggot last week though and act like you're a good researcher and claim "you do more research than 98% of the thread". You will get fucked. We CURB STOMPED that mother fucker. The entire group held that little faggot down and fucked his ass.

We're savages in this bitch. Get the fuck out of here with your lame ass shit.

Can you even UNDERSTAND what these two bros are arguing about right now? No. You probably don't. Have you ever SEEN an argument like this on any other board in particular fag SMG or any crypto gay thread? No you fucking haven't because this is what REAL investing research looks like. Think about that before you come in here with your gay shit.

[Anonymous No.50960455]

>>50944159
>after a few of these sorts of announcements they really do look like they're trying not to mine.
i think that Graeme is convinced that silver is going to $200+ "any day now." but that may never happen. silver might not ever reach $30 ever again. so is he just going to delay production forever and lose everyone's money? if BHS lost the Ocean deal, wouldn't that be something they would have to report to shareholders?

[Anonymous No.50960744]

>commodities moon
>we get arrested for making it

https://twitter.com/ArtValley818_/status/1559931586191101953

[Anonymous No.50961074]

>>50958400
I haven't been paying much attention to uranium as I have to oil. Uranium I think will dip pretty hard if the NASDAQ dumps which technically on charts its looking like it will. However Justin from uranium insider is screaming that uranium stocks are going to take off in about a month or so due to the fuel cycle being at a critical supply failure right now. I'm holding uranium. I was looking to swing it in case of a dump over the next month but I've just decided to hold. I would add on big dips if i wasn't posisitioned.

[Anonymous No.50961130]

>>50959888
Kek.

[Anonymous No.50961462]

>>50960744
I don't understand, why are they practicing clearing buildings when they haven't been trained to handle firearms?

[Anonymous No.50961709]

>>50949256
DVN is worth a look. They pay good dividends too.

[Anonymous No.50961937]

>>50959888
So much reddit energy in this post.

[Anonymous No.50962048]

>>50961462
Biden hired them.

>>50961074
I might add now and add later if it drops further. How much encuf do I need to make it? Got 5000 currently.

[Anonymous No.50962293]

>>50959888
Kek, the birth of a new pasta.

[barbados16 No.50962336]

Wassup, that's good! Everybody understands that crypto is the future, but have you tried Life Beyond?

>Fun action gameplay
>Open Alpha Reward Program
>CEO, Benjamin Charbit, was the Game Director for Assassin's Creed: Blackflag
>Upcoming NFT Drop

[Anonymous No.50962429]

>>50961937
Fuck you that's 4chan energy.

[Anonymous No.50962483]

>>50962048
Well they own 130 million pounds MEASURED and indicated uranium in three states with past producing mines. Their new Mexico property is estimated to have 500 million pounds uranium by the usgs and they are going to be producing within the next year.


Take all that and then wrap it up with the fact that Paul gorensen and Bill sheriff are running the company, former energy fuels ceo and president of other billion dollar uranium companies.

Take all that, look at the current market cap of a couple hundred million and my realistic possible estimate is a couple billion dollars market cap and you're looking at about a ten x maybe greater.

[Anonymous No.50962500]

>>50962293
I've birthed many unfortunately.

[Anonymous No.50962519]

>>50962048
I would wait a week or two. The NASDAQ is about to touch the 200 day moving average which will give strong push towards a dump and the end of this beark market rally. You might get a better opportunity in a week or two.

[Anonymous No.50964136]

>>50953657
I need to get one etf or the other, in Canada we have no ability to directly buy Kazatom unless I moved to a more international broker (I have Questrade, which is mostly CA/US). Of the uranium companies, it's uniquely positioned, as is SMR and sprott physical.
Really, I should prefer URNM since it has more KAP exposure; however, it seems like every single uranium company moves in lockstep, so I'm not necessarily concerned; I just want *some* exposure. URA is easier to accumulate for options trading, which I'm making a decent amount on with UUUU right now.

Having said that, what would an ideal division of a U portfolio look like? Like 70% equity, 15% KAP, 15% physical?

[Anonymous No.50964204]

Blue Lagoon basterds, who in the mother fuck has been redeeming the shares? Short ladder attack? Someone answer sirs

[Anonymous No.50964261]

>>50960744
https://biznews.fiu.edu/2008/12/be-an-accountant-with-a-badge-irs-special-agent-experience-shows-students-how/

Probably just one of these college events.
Lmao if this is their hiring pool though

[Anonymous No.50964913]

>>50962500
I believe it.

[Anonymous No.50965952]

>>50960455
>if BHS lost the Ocean deal, wouldn't that be something they would have to report to shareholders?
probably not since the "deal" was presumably not a legally binding contract.

[PAN MAN No.50965959]

https://www.mining.com/web/codelco-will-resume-construction-in-coming-days-after-fatal-accidents/

Hopefully Codelco can have a better time this go around. No one likes fatalities on the worksite.

[PAN MAN No.50967103]

Here's a bit of news from the exploration front.
Cant wait to see what Surge copper finds this fall.

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2861-tsx-venture/gldc/126549-cassiar-gold-provides-mid-season-2022-exploration-campaign-update.html

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2630-tsx-venture/surg/126526-surge-copper-receives-berg-exploration-permit-mobilizes-drills-to-the-berg-property-and-provides-exploration-update.html

[Anonymous No.50967413]

>>50967103
Last chance to buy cheap surge?

[PAN MAN No.50967504]

>>50967413
has there been any new info out on if Imperial Metals is interested in selling Huckleberry Mine? There were a number of articles out on the matter earlier this summer, I wouldnt be surprised if they did with all the issues Imperial has had getting Mount Polley back up and running.

[Anonymous No.50968504]

>>50931648
>Fuck sakes I had a huge ass write up approaching the word limit
That's why I write everything serious in my text editor first.
Thanks for the post.

[Anonymous No.50969113]

Is it time to just sell all my pan american/blue lagoon/impact silver stocks?

Literally any stock or crypto is better off than this shit.

[Anonymous No.50969185]

>>50968504
Thanks anon. I’m always on mobile so it’s just convenient to write everything on this site anyways. Speaking of sites..

We have liberal NPR hit piece on UUUU White Mesa facility, alleging possible health concerns. Pretty sure this was built with the tribes go-ahead, but most readers of this article won’t consider that.

https://www.npr.org/2022/07/06/1109518597/native-tribe-utah-u-s-uranium-mill-affects-health?ft=nprml&f=1109518597

[Anonymous No.50969196]

>>50969185

[Anonymous No.50969347]

>>50969113
On the contrary:
its time to slurp them, maybe not now but in a months when everything drops back

[Anonymous No.50969408]

Pretty much just a case of NIMBYism that we see played out so many times in the resource space. Like how many potential world-class copper mines in Chile aren’t even developed since the locals oppose it, the Coastal Link pipeline in BC, the uranium deposits in Greenland we discussed recently? Certainly, being opposed to a mine is a bit more impactful than trying to stop a new affordable housing complex from being built down the street. But in both cases there is a demand that necessitates the developments.

Without White Mesa, the US loses it’s only uranium processing capabilities, which is a huge blow to net-zero energy security. I really don’t think the Indians have thought about that. But I suppose it is their right to oppose what they think is the source of their cancer rate spikes, even though that assumption is unfounded. UUUU has pledged $1M and will give 1% of all proceeds to the Navajo. Maybe this is a bargaining chip, who knows.

[Anonymous No.50971388]

time for uranium cheapies

[Anonymous No.50971433]

How are we feeling about Natural Gas today, /biz/? There's a report out this morning at 10:30. Last two have been sell offs.
I'm trying to decide wtf to do with my BOIL shares. On one hand, the Russia/Ukraine thing isn't going away, and Europe is going to freeze to death in a few months. This is great for NG. On the other hand, this bullrun has been almost too good to be true, and I fear it will correct at some point before winter.

[Anonymous No.50971637]

>>50959888
So you're telling me to buy bayhorse?

[Anonymous No.50971733]

>>50971433
my prediction is that there will be an injection, which will make it initially fall, but by the end of the day it will be bought back up to close to flat
I don't think the surplus will be huge, and storage will still be greatly behind where it should be
there has been a lot of cooling of weather across the US, a lot less power demand
rain and storms across gulf this past week too
boston area was also toasting for a long time and finally cooled off this week
would be surprised if the storage numbers fall short of expectations

[Anonymous No.50971748]

>>50971433
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/081622-dutch-ttf-prices-hit-all-time-high-with-no-signs-of-slowing
All time highs in yurop, feeling good

[Anonymous No.50971928]

>>50958885
>why should I not just buy puts?
sure, money's money

[Anonymous No.50972040]

I'm happy there are still OG anons keeping this general alive, I took a couple months off for my mental health, it's a madouse in here

[Anonymous No.50972143]

>>50972040
Same. Took a few months off the markets in general while I was at it. Sold a lot of my stocks both at a profit and at a loss and have been mostly holding dollarinos since then. I'm still bearish about the general markets but I'm now more interested in eyeing things up a little

[Anonymous No.50972523]

Come on SALT blast through that $4 to new highs. It'll be smooth sailing after that resistance point.

[Anonymous No.50972813]

>>50971928
looks like it's going down nicely. 5x in a month and almost 3x in a week. Should go to like $12 or so before it maybe gets a bump up. Absolutely ridiculous that a shit stock like that is doing these types of moves but hey it's a prime put buying opportunity, or was anyways.

[Anonymous No.50972909]

>>50964136
same situation in US, i can't hold kazat directly with my broker.
>seems like every single uranium company moves in lockstep
yes but they absolutely will not move in lock-step once the price goes to 65 and a shitload of capital floods into these equities from the midwit bandwagoners. when that happens they will initially rise together but then seriously diverge in the months afterwards, as the underperformers (like UUUU) fail to deliver real bottom-line results, and their valuations are proven to be obnoxious.
even with this and my prior caveats, however, your strategy seems appropriate for you. the reasoning seems solid. i made the same argument in 2013 for bitcoin: it doesn't matter how bad the fundamentals are when a bubble is imminent -- but it does matter A LOT whether you hold 0, 0.1 or 1 BTC. the difference between 0 and 0.1 is infinite, but the difference between 0.1 and 1 is irrelevant, it's just a question of your positioning.

[Anonymous No.50973031]

>>50972040
>>50972143
my secret is that i'm never "in the markets" and i hate the very fucking idea implied by those words. my emotions are turned inward on myself, as best i can, and not projected onto money or assets. you cannot get burned out when all you ever enjoy is funny jokes and you refuse to enjoy making money, or being right, or placing bets, etc.
i don't give a fuck where the world is going or where the economy is going and i myopically focus on specific business operations and whether i would have liked to be the VC that got there first, myself. i don't buy anything i wouldn't want the entire business of and i don't ever fully trust managements that won't do that either.

[Anonymous No.50973138]

>>50973031
I do care about my timing but other than that I also just try to look out for the best businesses and invest in those (but not at a high price so I don't lose 30+% of my investment)

[Anonymous No.50973283]

>>50972523
SALT, Vulcan and Snowline are making up for a lot of dogs I bought

[Anonymous No.50973697]

>>50973283
Exact same for my portfolio. Feels good man.

[Anonymous No.50974168]

>>50920834
>still the same 3 day old thread
The bottom must be in, let's go!

[Anonymous No.50974337]

>>50974168
go all in mate

[Anonymous No.50974783]

Some spoonfeeding on NPK
https://youtu.be/TqbYEEShYeo
https://youtu.be/2Yd3YT9hbmg

[Anonymous No.50975443]

Oil keeps fighting to go up and that pisses me off. Dump to shit so I can buy again. Fucking biden, double the releases now.

[Anonymous No.50975566]

>>50920834
Should I dump all my uranium for oil? At this point it really seems to me that uranium is done but oil is probably set to pump way higher in the colder season since Europe has no nat gas

[Anonymous No.50975690]

i dotnt know how i managed to pick losers in every sector. this sucks

[Anonymous No.50975858]

>>50922840
Imagine the smell

[Anonymous No.50975905]

WARP FACTOR 9

[Anonymous No.50975911]

>>50975566
Justin from uranium insider is screaming that uranium is about to go off in the enxt month due to the fuel cycle completwly collapsing at this current moment. The uf6 supply is basically broken which will trickle down to u308 as refiners begin to take supply off the market.
Not trying to be an ass but this thread isn't as informed on uranium as it thinks it is. It's informed compared to normies but large information is still missed.

Oil can go down over the next month. Why don't you have a uranium and oil posistion instead of only one?

[Anonymous No.50975967]

>>50975911
What will it take for oil to give up the fight and drop already?

[Anonymous No.50976024]

>>50975967
I don't know but I'm watching it every day. I would think more impending recession news. People think a recession will make oil drop and they don't understand the critical supply issues. That would be a good opportunity.

[Anonymous No.50976305]

>>50975566
So dump it for nat gas if anything.
But as stated above there's no real reason to dump it at all with the supply issues inbound.
Elaborate on "it seems to me that uranium is done". I'm assuming that since you didn't you simply aren't seeing it move so you think it will never move which is a pretty stupid conclusion desu senpai

[Anonymous No.50976384]

>>50975905
WARP 11

[Anonymous No.50976426]

>>50976305
Honestly I think nat gas isnt due for as much of a run so that's why more than anything. It's already mooned. Will go higher but I think a lot of that money is going to scramble for oil because they'll have to bite the bullet and reteofit their industry to oil.

[Anonymous No.50976785]

Am I too late for GLO?

[Anonymous No.50977240]

>>50976426
>they'll have to bite the bullet and reteofit their industry to oil
Who is 'they'? And how the fuck do you do this in real life? It takes years.

[Anonymous No.50977242]

>>50976384
how much are the atlas shares worth vs market cap?

[Anonymous No.50977734]

>>50977242

[Anonymous No.50977833]

outstanding call bro

[Anonymous No.50977984]

>>50977242
Vulcan also holds a 3% royalty on both Atlas and Sassy Gold, plus Vulcan will be a big holder of Triple Point (Atlas spinout) and Vulcan had pretty good copper/gold hits recently

https://vulcanminerals.ca/vulcan-minerals-inc-colchester-drilling-delivers-high-grade-copper-in-newfoundland/

[Anonymous No.50978223]

What is the take of UUUU here uranium chads and what's your p/t. I am building a position as of today.

[Anonymous No.50978499]

>>50977734
Do I really have to explain why this thinking is dangerous? What happens if atlas shares correct thirty percent? You guys sre really gonna sit there and say "this time it's different" or " that could never happen?"

[Anonymous No.50978648]

>>50977734
what does vulcan do again?

[Anonymous No.50978709]

>>50978499
>numbers could change in the future
Thanks for pointing that out anon, I don't think anyone understood that.

[Anonymous No.50978887]

>>50977833

That was me and yeah it was a pretty good call. Actually I ended up selling all of my uranium stocks except for Encore and threw my money into Salt, because I want those Triple Point shares.
A bit early maybe but it doesn't bother me too much. I'm on board the gains train and that's what matters.
I see a far greater potential in Salt/Vulcan moving radically higher before anything in the Uranium sector does, especially if the general markets take a big hit which this stock resists really well and Uranium doesn't.
Hell if things end up looking bad enough with oil and it stays down long enough, I might even play that before touching the Uranium stocks aside from keeping my current Encore position.

[Anonymous No.50979717]

>>50978887
sweet, Triple Point could be YUGE. And to make it even sweeter that cuck, Justin from Canada, could throw them BILLIONS AND BILLIONS and be the one making us rich

[Anonymous No.50980368]

>>50979717
These hydrogen bitches better not steal my uranium thesis

[Anonymous No.50980668]

Holy shit SALT/VUL/SGD bros we might actually make it

[Anonymous No.50981051]

>>50980368
>>50980668
kek, is that boomer in the Japan countryside?

[Anonymous No.50981097]

>>50979717

Yeah that clean energy stuff that governments are doing might end up being insanely lucrative as these companies will basically just suck on the government tit regardless of their performance.
I wonder if it's possible that triple point doesn't even get to the markets and will just get bought out instantly by someone.
Maybe the German state buys it, maybe they tag team with Canada and do some kind of a joint ownership, who knows what could happen with it. That would probably be the best short term gains we could get from the stock.
Probably won't happen though, but anything is possible with stuff like this.

[Anonymous No.50983502]

Holy shit the BBBY guys got fucked. Never buy into green dildos.

[Anonymous No.50983922]

>>50975443
Not gonna happen. They stop releasing oil from the national reserves in October.

[Anonymous No.50984189]

>>50979717
When is Atlas spinning them off?

[Anonymous No.50984693]

>>50978223
UEC is a far better play than UUUU. They just acquired UEX and doubled their pounds in the ground for only like 18% stock dilution, basically highway robbery. If I were to pick my top three, it would CCJ, UEC and UROY.

I don't know why UUUU gets shilled everywhere.

[Anonymous No.50984734]

>>50983502
>Never buy into green dildos.
This is what's holding my back from SALT and VUL.

[Anonymous No.50984875]

>>50984693
I think UUUU started as a reddit thing and that's why everyone knows it.

[Anonymous No.50984928]

>>50984693
>I don't know why UUUU gets shilled everywhere
Outside looking in, they're already producing and increasing revenues quite a bit YoY. That said they still don't turn a profit yet though, but they have a robust working capital position

[Anonymous No.50985995]

"crunchy" on ceo.ca says Atlas is going to $76CA, WAGMI

[Anonymous No.50986452]

>>50983502
I looked at the chart yesterday and knew it was a dump.

[Anonymous No.50986707]

Thoughts on MOS or NTR for agriculture exposure?

[Anonymous No.50987281]

>>50975911
I think u308 spot (which was legit glued to around $46 for a good while) finally broke through yesterday and might just be the start of a huge rally as Uranium Insider was alluding to.

I have tons of shares of UUUU, Encore and Azincourt that I want to see appreciate so that would be welcomed

[Anonymous No.50987486]

>>50986452
Splain pl0x?

[Anonymous No.50987553]

Lads, I just spent a few hours considering my future positions. Feedback appreciated

>Uranium
URNM for Kazatom exposure+physical, 80%
SMR (no exposure in URNM, modular/mini reactors), 12%
EU (to increase exposure), 8%

>Agri
Long CORN, SOYB, short WEAT in a +4:+1:-2 ratio. Net positive exposure, slight downside hedge via WEAT (the weakest performer of the 3)

>Bio
CMRX (mpox)
TAK for long term drug producer w/ dividend (asian markets)

>Consumer
WMT (discount via work)
MO (smoking)

>Materials
HCMLY, VMC for exposure to sand
GUNR, NSRGY, and CGW for exposure to water

>OTHER CONSIDERATIONS
Coal is likely to do well due to China having to restart its economy and Germany needing shit to get through the winter. Australia is good for coal mining (and proxy for China economy).
Long on Australia and Israel via etfs, short on Argentina, France, Germany.
Fertilizer and farmland REITs are interesting
African uranium mining could be good, ATLAS.V too
Also thinking about bonds, the mint ratio, and USD dollar index

These would mostly be my core positions for the next year or two, though I'll sell things like CORN etc once they pop off. Other things like WMT and TAK I would sell calls on to farm income.

[Anonymous No.50987586]

>>50945491
Anon, there's a minimum standard for autism here. The line between schizo and high functioning 'tism is finer than frog hair split 5 ways

[Anonymous No.50987767]

>>50931706
what uranium holdings do you have?

[Anonymous No.50987790]

>>50931706
>>50931706
>it definitely trades in a range and its easy to predict turns
This. I eventually noticed UUUU was fairly cyclical this year and have made about $500 on covered calls from about $3400 position. Most recently, I made $250 on the batch, but should've waited 2 or 3 weeks and could've got $600 instead.
Looks like it'll close at/below 6.00 strike tomorrow

[Anonymous No.50987875]

Is now the time to slurp UROY?

[Anonymous No.50987915]

>>50987553
I might just continue to DCA into Encore if it drops below 90 cents.

[Anonymous No.50987988]

>>50987875
Imagine running your pizzle through those knockers. MMMMMMM

[Anonymous No.50987998]

i guess blue lagoon was a complete gone by the wind shill campaign after all

[Anonymous No.50988095]

>>50987998
Now fair warning, I have about $500 or something between BHS and BLLG (and like 70% losses); I was recently doubting my positions in them, but given the news of their permits etc being passed, and their financials seeming "okay" (I don't know what's considered appropriate for explorers), I decided to just sit tight for now. At this point its so much money lost that I might as well let it flush through the system.

[Anonymous No.50988287]

>>50931706
uranium is not popping off until this whole "zaporizhzhia power plant will be a worse chernobyl" fud goes away. at the start of the war it was "russians messing with the chernobyl plant" fud which after a week everyone knows its full of shit. now just a few days ago theyre "preparing for the worst case scenario" for zaporizhzhia and it's not going away until the war ends which no one knows when

[Anonymous No.50988826]

>>50987486
As soon as I pulled up the chart I saw that it failed to make a higher high which implied that it had no momentum
I was looking to buy in and saw that and said fuck no.

[Anonymous No.50988833]

>>50987281
He's been screaming for a couple weeks that the fuel supply is broken and that it's trickling down to u308.

[Anonymous No.50988845]

>>50987553
Looks good man. It's cool to see how you've evolved over time and we all have evolved.

[Anonymous No.50988964]

>>50988826
>buy highest high
This board never let's me down

[Anonymous No.50989134]

>>50986707
For me it's NPK
See
>>50974783
>>50937444
I WILL protect soil biodiversity and food security, I WILL 10x my investment, and I WILL be happy

[Anonymous No.50989221]

>>50984875
They even fud UEC

[Anonymous No.50989909]

>>50988095
Bayhorse is an actual scam, any news release is just delay tactics/trying to create some hype to fill another PP.
Blue Lagoon on the other hand is waiting on the BC government for their permit to make a production decision, supposed to be Q3 22.

[Anonymous No.50990010]

>>50989909
How many weeks is that from now?

[Anonymous No.50990137]

>>50990010
Q3 is in 2 weeks unironically

[Anonymous No.50990167]

>>50989909
>>50990137
permits can take a lot longer than expected to get so keep that in mind though

[Anonymous No.50990188]

Trillion bros wtf was that?

[Anonymous No.50990387]

>>50990167
>Permits
So expecting permits to take longer than they should, perpetually increasing always, leaves one with no expectations to fulfill the previously anticipated time frame, forever. The govt will endlessly move.the goalposts based on this premise alone. Nothing changes but the Overton window and the expectations of those waiting with baited breath for that approval. When did permits ever take less time than expected? At what point did those expectations become so delusional that they are still valid as an expectation? If they always take longer than expected then naturally one should always lower their expectations
In this way it's a race to the bottom, salvaged by typical tactics to garner favor with the pig stirring the soup with one hand and welding a sword with the other.
Food for thought as esg, cbdc, and Basel iii come into view. Interesting times ahead

[Anonymous No.50991047]

>safe and effective

[Anonymous No.50991168]

Anyone noticed the European LME warehouse levels for Zn?

[Anonymous No.50991360]

>>50990010
>>50990137
>>50990167
>>50990387
Yeah don't hold your breath, it'll happen when it happens. I'm expecting another PP soon from blue lagoon soon.

[Anonymous No.50991970]

My BBBY puts are looking mighty fine now. It's opening -40% premarket, meme stock apes are getting raped in the ass and I'm masturbating to seeing them get rammed by the investor they placed their hopes on who dumped everything yesterday. God seeing r*ddit lose money by the millions because they bought some shitty meme stock on the brink of bankruptcy and getting dumped on is making me so horny you have no idea

[Anonymous No.50992124]

>>50989909
Surely Bayhorse will do another pnd. When that happens I'll probably try to layer out

>>50991970
I was hoping it was gonna close 40 today so all the OTM calls would be assigned.
But seeing that the fucking Gamestop CEO (a fucking Cohen no less) rugpull it is just *mwah*
Also this retard now has less than 70k lol lmao

[Anonymous No.50992270]

>>50991970
The BBBY DD was fake. They said it was shorted over 100%, but it was like 27%. No one bothered to check and believed it was another gamestop because some guy online said so. Shows people in it had no idea what they were actually doing.

>>50990188
I wonder if it will hold. Seems to be crabbing in the .25 to .30 range.

[Anonymous No.50992292]

>>50992124
These guys deserve to learn this lesson the hard way. They're young so they'll get over it and improve. But for now they must learn and never forget the pain caused by overconfidence and even sheer arrogance, despite the ignorance these people have about financial matters. After this recession is over I'm certain we'll have a lot more grounded investors and consumers and the world will be better in that regard. Less haughty stupids

[Anonymous No.50992454]

Ten year hitting key 2.95% resistance

Natural gas production hits 100 BCF, up 5% on an annual basis, higher prices evidently incentivizing production. Henry Hub price peak?

500k tonnes of wheat shipped out of Ukraine, softening the risk of food shortages in Middle East

[Anonymous No.50992514]

>>50992454
>Henry Hub price peak?
Maybe, maybe not. Counterpoint: look at TTF. It recently made new ATHs somehow (granted it's probably coming down from there), Henry Hub price will probably adjust higher due to competition from the insanely high European export prices

[Anonymous No.50992782]

Any lithium chads? I've put a chunk into LAC and I'm certain this is a long term money printer with the semiconductor boom and rising tensions with china. What lithium companies do y'all hold? I'm looking to get something Canadian or African soon, but I'm not sure what to pick, so just spit out your favorites.

[Anonymous No.50992898]

>>50992270
It broke the bollinger so I reckon it'll come back down a bit at least myabe to .325 but the 18 day is moving up nicely so I'm feeling good about it. I'm bullish as fuck on gas going into Autumn anwyay so it's all short term noise to me

[Anonymous No.50992945]

>>50992514
Very good point. A lot of energy commentators are also predicting a convergence between US and EU Nat gas prices.

I’m 99% sure I already shared this here before, but Adam Rozencwajg stopped by Macro Voices recently and gave a detailed breakdown of the conditions present that may precipitate an eventual convergence of the EU and US Nat gas pricing:

https://podcasts.apple.com/ca/podcast/macro-voices/id1079172742?i=1000571509584

Go to 56:20 mark. Also this week MV has a fertilizer deep dive episode, I’ll be listening to it later today myself even though I don’t have any plays in that market. It’s just good to have an ear on the floorboard for that kind of segment that doesn’t get talked about enough.

[Anonymous No.50993028]

>>50991360
I'm shocked. Silver jew strikes again!

[Anonymous No.50993077]

>>50992945
Hoh, thanks for the link bro. Will listen at a suitable time.

[Anonymous No.50993381]

>>50992292
How easy is it to spot a stock after the bear trap but before media attention? Seems like if it breaks past resistance just before going parabolic you can get in cheap

[Anonymous No.50993536]

>>50993381
idk I just saw a near bankrupt company going up like 70% in one day and 5x in a month and went "lol, lmao"

Coincidentally I believe Dow Jones is in the "bull trap" phase right now

[Anonymous No.50993928]

>>50972813
did you buy puts on BBBY?

[Anonymous No.50994059]

>>50993928
Yeah on Tuesday IIRC. I'm the same guy even though my ID keeps changing. Will hold and probably exercise when the stock is below $5

[Anonymous No.50994085]

Bayhorse on fire, up 10%

[Anonymous No.50994410]

>>50994085

mom says I can invest another $1 so I am all in

[Anonymous No.50995258]

>>50991047
>suddenly and unexpectedly
I can't stop lauging how "unexpectedly" become so expected nowadays

[Anonymous No.50995505]

>>50988964
Go back and read what I said.

[Anonymous No.50995937]

This market is making my ass bleed

[Anonymous No.50996028]

I dumped Guanajuato because it was too close to my cost basis. I think we're going lower and will re-touch the recent lows on 0.20 / sh that we saw a month ago

ive been out of commodities for a while and have been trading the markets in a macro sense. in my opinion, we are headed towards the zone where gold will start to look very attractive as people keep losing money in stocks

from the July 14th-ish recent lows:
24.50 on GDX
29.50 on GDXJ
158 on GLD
16.80 on SLV
23.50 on SIL
8.50 on SILJ

Go check the price on July 14-15th on your favorite junior mining stocks and that is the next price target

[Anonymous No.50996591]

>>50996028
>in my opinion, we are headed towards the zone where gold will start to look very attractive as people keep losing money in stocks
Spot price of gold doesnt matter
Spot price of silver doesnt matter
USD strength doesnt matter

What matters is the RATIO of these assets. If gold:silver hits 80-100, its unironically crashing - this happened in every major crash since the 70s, we just had China shit the bed, bank managers sell their good American assets, and bond yields inverted a few months ago.

September is historically a bloody year esp on midterms. Watch that ratio and it might give you a day or two heads up

[Anonymous No.50996814]

>>50996591
Ratio is important if you're comparing gold to silver to see which is cheaper between those to, but everything has a ratio to the USD. the USD strength is the #1 most important factor in the price of all assets, not just gold/silver

the gold:silver ratio is already 90-91. who cares? they're both about to get cheaper relative to the USD - the currency which I use to buy them. I am and have been a Dollar bull and will continue to be until Gold breaks its negative correlation to the USD. for a while its been USD up = Gold down, at some point this will stop - thats when i want to buy gold miners. but FOR NOW, the miners will get cheaper

[Anonymous No.50997112]

what's the best way to invest in commodities with undeclared money?

[Anonymous No.50997368]

>>50997112
Gold, Silver, Lithium, and Uranium are my picks.

[Anonymous No.50997485]

Bought some Cheniere and British American Tobacco today. Tempted to get some Vermilion too but maybe not yet

[Anonymous No.50997519]

>>50997112
>undeclared money
The fuck is this and the fuck are you talking about.

[Anonymous No.50997576]

>>50992945
>a convergence between US and EU Nat gas prices
I read the transcript, but I still don't understand what this 'convergence' is supposed to mean. All I learnt is that LNG stockpiles on both sides of the Atlantic are dangerously low, which ought to be good if you're invested in natural gas.

[Anonymous No.50998425]

Would you buy this?

[Anonymous No.50998647]

Okay, I just decided another crash is coming up as of now. It really was a "return to normal"

[Anonymous No.50999125]

>>50995505
You would have bought had the highest high went higher. Make sure you sell when the lowest low is lower
You're doing great

[Anonymous No.50999692]

Another green close despite doing 10% yesterday. Atlas keeps on holding up everyone's portfolios.
This thing might reach double digits on it's own before any buyouts can even happen.

[Anonymous No.50999807]

>>50997485
fuck it bought a bit of VET too. Risky business to go long like this but we'll see the winner gets tea

[Anonymous No.50999863]

I get paid 100 USD by a neet a day for doing his homework and exams for college. I want to invest that money

[Anonymous No.50999963]

Since my BBBY puts are doing so well I also bought some FSLR puts. It's a solar cell company that's done a pretty unreasonable almost 2x within a month and has hit previous highs a couple times now. It's slightly profitable but the last two quarters have been relatively bad. The P/E is a high 66 or so and they also pay no dividend. Seems like easy money so I went with it, hope it goes well

[Anonymous No.51000074]

>>50997112
>what's the best way to invest in commodities with undeclared money?
it would have to be physical cash or crypto and you would have to buy in-person from a private seller. can't order online. you're looking at reddit or craigslist or word of mouth. you could maybe visit a local coin shop and pay in cash, but they have cameras so you'd need to wear a hat and sunglasses and make sure they dont get your ID or real name or anything

[Anonymous No.51000100]

>>50997368
where'd you get the chest?
>>50997485
>Cheniere
lel i tried shorting them and got btfo. they were supposed to have a problem with some of their equipment that didnt meet environmental regulations, but the stock didnt give a shit and ripped like +20%

[Anonymous No.51000145]

>>51000100
They're really starting to rake in money now that natgas is running high. I think it's a good play if I don't want oil prices ruining my day with a natgas stock. They're a 100% LNG company as far as I know. Looking to sell some at maybe $180 or $190

[Anonymous No.51000214]

>>51000145
just look into the environmental issue before putting in a bunch of money - they're the only LNG producer who doesn't meet the standards - that's why I was shorting them. i think they're waiting to hear back from the gov't on whether they can get an exemption or not

[Anonymous No.51000241]

>>51000214
Fine I'll look at that thanks, hard to imagine it would be stopped considering the push for LNG shipments to Europe from USA

[Anonymous No.51000394]

Made a new one
>>51000384
>>51000384
>>51000384

[Anonymous No.51001749]

Syscon is fully merged mined with bitcoin; which means that our security is guaranteed by a process that has already used its resources committed to securing bitcoin's network which makes it the second most secure blockchain behind bitcoin; and environmentally friendly as well.