/CMMG/ Commodities, Macro, and Mining General

[Cat Lady No.52875534]

The Cat Lady Edition

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, Bitcoin

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:>>52829723

[Anonymous No.52875789]

>Thought I wanted number to go up
>Number has gone up
>Still not happy
Send help. Help and cheapies.

[Anonymous No.52875865]

>>52875789
Sirs, what is the point of buying silver spinners, who you going to sell that to to cash out once the price of silver moooooons?

[Anonymous No.52876008]

I have not seen anything posted here about ATLX. Explorer on the same mountain as SGML. About to have a 1-for-750 RS and uplist to Nasdaq.

[Anonymous No.52876016]

>>52875865
Eh, someone'll buy my tulips.

[Anonymous No.52876166]

>>52875534

[Anonymous No.52876202]

>>52875534
This tram was built to carry salt from the floor of Death Valley up and out of the valley and down into Owens Valley. But the calculations for each load were based on dry salt, but the salt they loaded was wet, and therefore too heavy, so they lost money from day one.

[PAN MAN No.52876433]

thank you baker!
https://www.mining.com/web/las-bambas-running-out-of-storage-space-in-threat-to-production/

[Anonymous No.52876487]

>>52875534
What are the best silver ETF's? I'm looking at this one:

[Anonymous No.52876710]

>>52876433
>thank you baker!
.......did you look at the picture?

[PAN MAN No.52876720]

>>52876710
oh... lovely
was busy and missed that.

[Anonymous No.52876809]

>>52876487
>What are the best silver ETF's?
Well, considering I don;t know anything about silver ETFs, I will just say you need to consider if you want the ETF to be based on the "paper price" of silver (they have no actual silver), or they buy millions of ounces of silver to have actual silver represent their investments? There are those that want to claim real silver, and those that just want exposure to paper prices and do not want the metal. Sprott buys the real metal, silver (PSLV) and gold (PHYS). Other ETFs are just paper and the paper price is controlled. Try buying real silver for the paper price and see how that goes. I am being a bit vauge because there are so many "experts" to give you advice, but you need to research for yourself.

[Anonymous No.52877907]

Another day
Another blizzard
I should have invested in ice in this gay market

[Anonymous No.52878076]

so now that the dust has settled, it seems that an entire decade of stagflation has been confirmed. is this gonna be our time gold sisters?

[Anonymous No.52878138]

>>52878076
>confirmed
And what are you basing that on

[Anonymous No.52878184]

>>52878138
the Fed's schizo dots that powell presented in yesterday's FOMC. top rate at 5.xx (which was sort of known for a while) and no scaling back in the foreseeable future. the pivot is cancelled.

[Anonymous No.52878697]

The actual previous thread: >>52829743

[Anonymous No.52878896]

New Gary
https://www.youtube.com/watch?v=uVDXazlzeb4

[Anonymous No.52879230]

>>52878184
>Pivot cancelled
I was wrong. Sell everything. Run

[Anonymous No.52879316]

>>52876487
Silj is the go to but Sprott has their own version and I believe crescatt as well. I would go with those.

[Anonymous No.52879532]

>>52879230

Japan delayed

[Anonymous No.52879696]

https://www.lewrockwell.com/2022/12/brandon-smith/leftists-arent-capable-of-surviving-economic-collapse-heres-why/

[Anonymous No.52879761]

>>52879696
>leftists-arent-capable-of-surviving
Could have left it there desu

[Anonymous No.52880190]

Bitcoins about to dump again. Every time it touches the 100 it drops down another level. It will be within the next week or so.

[Anonymous No.52880204]

>>52880190
Next support level is $12,000 screenshot this post.

[Anonymous No.52880236]

>>52880204
Screenshot this post. RSI oversold. Next support zone $12,000.

Name fagging for the dibs and glory.

Redwolf.

[Anonymous No.52880243]

Natural gas to hit rock bottom. Renewables to Sky rocket

[Anonymous No.52880332]

>>52880236
What about our commodities? Are we going to plunge or be safe?

[Anonymous No.52880411]

Eskay mining taking a huge dump today. Down 20% at the time of posting. Sitting precariously on support right now with a 30% downside target to next support. Already down 70% on this. What the fuck.

[Anonymous No.52880431]

>>52880332
We should be good. Even if we havent put in the 8 year cycle low on commodities (gary says 95% chance), we will definitely do it within the next year so as long as you have a 2-10 year time frame youre going to make big gains.

Dollar is also putting in a 3 yr cycle top.

We are all good.

[Anonymous No.52880591]

>>52880236

[Anonymous No.52881084]

eskay sisters ... did we get too cocky?

[Anonymous No.52881198]

>silver goes up 4%
>SILJ down .5%
>silver goes down 2%
>SILJ down 3%
This shits a fucking scam

[Anonymous No.52881287]

Athabsca is putting in a MAJOR technical buy signal.

[Anonymous No.52881310]

>>52881198
Are you going to post this every thread?
Did you really invest in the metals market thinking it wasn't manipulated?

[Anonymous No.52881343]

>>52881287

[Anonymous No.52881359]

>>52881287
>>52881343
See what I'm saying on this one? U think oil will be more expensive or less expesnive in six months?

[Anonymous No.52881365]

Royalty Streaming Companies -
We don't discuss these enough. Investing in individual mines carries a lot of risk, so why not buy stock in royalty streaming companies. They loan money to development projects, or active mines for a cut of metal, product or profit. I invested in Empress Royalty (yes, I know the CEO is woman), but Rick Rule just invested $2 million, so that gives me some confidence there is room to grow, and based on their portfolio of precious metal mines, there is room for reasonable growth.

A second company I am still evaluating is Electric Royalties where the invest in lithium, vanadium, manganese, tin, graphite, cobalt, nickel, and copper. And, with Tesla and several other new electric car companies and the big existing automakers investing heavily in the electric car market, it seems like there is going to be a significant increase in EV battery manufacturing for new cars and for replacement batteries.

So, why not let the royalty companies do all the DD and build a diversified portfolio then buy the stock in the royalty companies? There are already numerous precious metal royalty companies with stock prices from about $30 to $100+, so these are well developed and the potential for 2x-10x are with the new companies.

[Renewable energy fag No.52881932]

>>52881365
You don't get anywhere near the same leverage in royalty companies that you get in miners. And many of these royalty companies are pretty highly valued. Competition has also increased exponentially so I don't think they will see the same returns they have in the past. The concept is very comfy though.

[Anonymous No.52882328]

Anyone holding SAND?

>every royalty company has gained made gains in this past 1-2 months
>SAND continues to dump

I am getting real tired of this piece of shit. They continue to dilute share holder equity and this is why the stock dumps 24/7. I hate to do it, but I think I am going to sell until this fat fuck CEO is voted out.

[Anonymous No.52882564]

I’m so fucking tired of investing in this space that only loses me money. What the fuck

[Anonymous No.52882763]

>>52882328
>Anyone holding SAND?
I did not see any real room for growth from their portfolio. Pic is SAND on top MTA on bottom. If you bought MTA at $0.04 and sold about $10.00 you did well, but it looks like the big investors knew to make the play. Its good to have insider info. Once the royalty company is receiving the metal or money their stock price should have already risen, you need to evaluate their investments that are one to two years out to see what their revenue will be if the project works out, then buy and hold depending on your time frame. Look at who the board members are - did they already start their own successful business then are duplicating the approach with a new start up, like Empress, or possibly Electric Royalties. Do your own research, look at their projects, do your own calcs on what stock price is and what it could be.

[Anonymous No.52882791]

>>52882763
I forgot the pic, SAND on top, MTA on bottom. If you see the stock price cycle up and down a gamble would be simply by lower and sell higher if the cycle continues.

[Anonymous No.52882882]

>>52880591
Me on the bottom

[Anonymous No.52882906]

>>52882564
I'm so fucking tired of your constant whining every thread. It's the same posts almost verbatim. It must be time for your all-caps "SCAM TRADE" post about now isn't it?

I really hope you sell for a massive loss right before we move, if you even have any stock at all and aren't just a fudder in which case I hope you kys at your earliest convenience (immediately)

[Anonymous No.52883034]

>>52882906
Kek I Posted it in two threads. Go fuck yourself faggot. I’ll flood this shot every hour if I want too NIGGER

[Anonymous No.52883048]

>>52882763
Kek the only investors making money are the
Insiders

[Anonymous No.52883131]

>>52883034
Those bags are looking heavy anon, let them go. Set yourself free.

[Anonymous No.52883217]

>>52883131
They are. I’m considering just not investing anymore. It has really only lost me money over 3 years and has been unneeded stress. Truly a waste of time.

[Anonymous No.52883248]

>>52883048
Nancy pelosi is a bright woman capable of many things, including managing her own portfolio

[Anonymous No.52883274]

>>52882906
I think it's smg coming here, as well as the rest of the board. They come an drop a turd with their one post and move on. Sometimes I just the gun biting their heads off like the last thread. But still it doesn't mean they don't do it every thread

[Anonymous No.52883287]

>>52883217
Just buy bonds, guaranteed returns!
Put in $100 now get back $105 dollars in 5 years, no stress.
Don't have to beat yourself up or think too hard, just sit back and watch some football and netflix while you passively make money..

[Anonymous No.52883335]

>>52883287
If the alternative is actively losing it, sign me up.

[Anonymous No.52883411]

>>52883335
Sign yourself up and take some responsibility for your actions, God damn

[Anonymous No.52883614]

>>52883335
***Laughs in gold vs Berkshire Hathaway***

[Anonymous No.52883668]

>>52883274
I noticed a week or two ago when bobo posting suddenly started out of nowhere so you're probably right

[Anonymous No.52883756]

https://oilprice.com/Latest-Energy-News/World-News/Mining-Giant-Glencore-Sees-Huge-Deficit-In-Copper-Coming.html

I think I should increase my DCA into copper and other energy transition metals.

[Anonymous No.52884035]

>>52880243
But it's cold.

[Anonymous No.52884064]

>>52881287
There's a reason they have "80 years of reserves" and it ain't because of genius management.

[Anonymous No.52884169]

>>52884064
We're gonna run out of fossil fuels in two (2) moar weeks ™
Ever wonder what's so special about dinosaurs that only their decomposed bodies turn into fossil fuels? Purty dumb right?

>>>>>>>>>>>>>>>>>

Place your bets bois! Who here is going in on copper and how hard are you going in?
We have only two weeks left of rotting dinosaur flesh!

>https://finance.yahoo.com/news/7-copper-stocks-buy-now-222027735.html

[Anonymous No.52884195]

>>52883756
>he has no copper stack
lol. lmao.

[Anonymous No.52884296]

>>52884169

Surge and Pacific Ridge are my copper picks.

[Anonymous No.52884521]

>>52884169
ATH is a capital incinerator.

[Anonymous No.52884534]

>my stonks today

[Anonymous No.52884548]

>>52884296
How much and why?
Surge just released news today. Regarding silver tho
>Picrel

[Anonymous No.52884635]

>>52884534

Is he ok?

[Anonymous No.52884804]

Copper looks interdasting.

[Anonymous No.52884820]

>>52884548
I have 6k shares of PR. They have a huge drilling op in BC (picrel) and I've been following them for a while. Surge is another big one in BC that PAN MAN suggested and yeah I saw that silver news today. If they can get Huckleberry mine they'd be golden. Surge is at 9c-10c so I don't mind taking a position while its that cheap while increase my PR one.

[Anonymous No.52884972]

>>52884804
Iirc where about three days of production ahead of demand in copper. It's ripe for a squeeze like nickel was/is.
Digging into the macros (only value I have) I'm seeing a trend that will use far more nickel than we expect and our copper mines might not increase their production numbers on targets for the coming years.
we = planet earth btw, the editorial we, the royal we
Being a dyed in the wool schizo I think covid continuation is a major factor in this macro because now when literally anything occurs tptb can simply turn the faucet off and path work some plumbing.
Oil too high for burgers to get ubereats for Christmas dinner? Fuck let's lock china down until oil nosedives. Why not?
Wars cost too much money. Fake wars are cheaper and achieve the same goals.
Get ready for it to be faker and gayer

[Anonymous No.52885008]

>>52884804

You only need 3 cubic metres of copper to make it.

[Anonymous No.52885983]

>>52884521
what do you mean?

[Anonymous No.52886049]

>>52880411
too lazy to go on the archive but I remember extremely well how I said it was a dumb idea to buy Eskay at 500 MC

[Anonymous No.52886306]

>>52884972
I was looking into nickel stocks but abandoned my research. I figured the biggest demand for nickel was going to come from EVs but I discovered that the non-nickel Lithium-Iron phosphate batteries are going to be the primary ones in production. Is there another use of nickel that I don't know about that will drive demand even beyond copper?

[Anonymous No.52886482]

>>52885008
Welp, I got to start raiding the dumpsters in my local construction sites. Wish me luck.

[Anonymous No.52886748]

>>52886306
I'll dig you up something I posted many threads ago now. But nickel batteries will be the future.
The CEO of nickel Creek Platinum is in this article here
>https://investingnews.com/nickel-creek-platinum-ceo-stuart-harshaw/
From the article
>Nickel’s primary role in electric vehicles is in the battery. Harshaw explained that the mistake people make is to say it's a lithium battery. According to Harshaw, It's actually a nickel battery, and that's where most of the nickel will be in the battery chemistry.

[Anonymous No.52886919]

I'm finishing my neighbors rock wall today. I'll see what I have for nickel and copper in my laptop. It's gonna be a wild ride boys

[Anonymous No.52886974]

https://thedeepdive.ca/are-copper-prices-going-to-rip-in-2023/
Recent article
And while today’s prices are no longer in the neighborhood of the all-time record, over $8,000 per ton is still much higher that the metal’s 10-year average of $6,750. As fears of a recession continued to grow in the past couple of months, the prices still went up by almost 10%.

As Bloomberg’s Javier Blas said, “if not for the slowdown, copper prices would be much higher. That also means that when economic growth accelerates, perhaps toward the second half of 2023 or early 2024, copper prices could jump, and by quite a lot.”

[Anonymous No.52886998]

bought my first ounce of platinum today because of Andy

[Anonymous No.52887135]

>>52886974
There's been a similar lack of CapEx in oil. I fear those people thinking inflation is peaking are in for a nasty surprise.

[Anonymous No.52887335]

Picked up some WWR today
Don't know much about graphite but they're sitting on a mountain of cash so I reckon things can't go too badly.

[Anonymous No.52887607]

>>52880190
>>52880236
My coinbase puts are ready.
>>52881287
Oil in general seems like it should be in a buy zone right now. Depends on demand destruction but seems like demand is still strong relative to supply, and rigs are plateauing. Cyclical bottom as well, demand should be stronger in Summer. An interesting idea is also AECO (Alberta/B.C. natgas). AECO is fundamentally much cheaper than other benchmarks due to the abundance of gas on Western Canadian soil as well as lack of sufficient infra for it to be able to reach other markets and catch arbitrage. But next year the Coastal GasLink pipeline will be finished and 2.1Bcf/d (21.7Bcm/year) will be supplying a new LNG facility in B.C., this should increase demand for AECO and the price arbitrage should put upwards pressure on the price.
>>52884804
Copper and iron ore interest me. I traded VALE a bit recently and made a little bit of money. I really like the iron ore companies. Big stable dividend payers, and China opening up should improve iron ore and steel fundamentals. By extension that should also be great for coke of course. And thermal coal too should be great.

Really many good opportunities right now. But risks are also high. Q1 could be bumpy but 2023 as a whole looks like a shortage-ridden year as well. Really exciting and scary times. No matter what the commodities do I however recommend everybody to have a lot of cash and gold and try buying puts on some shitty overvalued tech companies.

[PAN MAN No.52888594]

>>52884548
>>52884820
holy shit i didnt see that report today, thats a major hit for silver. I ll have to check which one of the minfiles Blackjack is on. It kind of sounds like it might be Emerald Glacier but i wouldnt be surprised if its a new target.

[Anonymous No.52888621]

How's she looking lads?

[Anonymous No.52888675]

>>52888594
Yeah that's a lot of dense high grade at a low depth. If it's on a new hole then that's another issue due to infrastructure. I didn't even read the rest of the article cuz I would have to pull up maps and cross reference it to other holes...etc etc

[PAN MAN No.52888725]

>>52888675
its east of the Seel copper structure, not from the Damascus vein. That is extremely interesting, that whole region near Ootsa is just loaded with PM mineralization.

[Anonymous No.52888775]

>>52884195
>What are Canadian pennies

[Anonymous No.52888810]

>>52880591
Why all the MAs and bbands? I use a different set of indicators for trading, though I don't swing actively

[Anonymous No.52888811]

>>52888725
https://surgecopper.com/news-releases/surge-copper-completes-2022-district-scale-exploration-program-and-announces-initial-drill-results-including-40-metres-of-2.1/
Related? Sorry I'm cleaning up thin set and tools. Drinking whiskey and eating a sugar cookie

[PAN MAN No.52889131]

>>52888811
yep the above is just past these intercepts to the east and south up the slope of the mountain.

[Anonymous No.52889214]

>>52889131
Damn. Tell me 2 good reasons I shouldn't throw a grand at this....

[PAN MAN No.52889260]

>>52889214
their kind of stuck development wise without the Huckleberry Mine / Mill site belonging to Imperial Metals. Imperial Metals (aka the guys who wrecked BCs deepest lake) are mud now and need to get Huckleberry going again from being mothballed to bring in some much needed funds, the issue is no one will work for them. As such both parties are stuck. Surge wants Huckleberry for their project, Imperial wants to operate it again as their own, and doesnt want to partner or sell. It would be extremely expensive to build a totally new mill site for Surge, but it is doable, it just would change a lot of the economics drastically.

[Anonymous No.52889649]

>>52889260
Iirc surge doesn't have deep enough pockets for that shit and you don't just buy a mill. They aren't exactly sitting around unused nor can they be built in a hurry. What are the odds they can pull their heads out of each other's asses by end of 2024? Undisturbed the ground could gain tremendous value in that time period anyway
Fucking mining would be easier if it weren't for miners doing the mining. Proudest bunch of roughnecks out there.
They wear hardhats to keep from damaging the rocks

[PAN MAN No.52889845]

>>52889649
fuck thats accurate, yea it depends what copper does and how desperate Imperial gets. Imperial Metals needs a "win" right now corporate wise, they need Huckleberry back to bring them back to what they were but its not happening for a while with how hard its been for them to hire. Not only that they have to drain their previous open pit to begin work on their known reserves and that will take serious work as well.

Surge has all the advantages here, they have all the ground tied up around huckleberry and they have excellent drill results. They have the easy to access resource without a mill. Both parties will at some point get around to partnering i am sure, especially if Imperial wants to stay in business in BC.

[Anonymous No.52889952]

>>52886748
I actually read that article.

>>52887607
I was looking into Iron ore but didn't really find much outside of BHP and Rio T. I'm currently reading about CZR Res.

[Anonymous No.52889960]

>>52889845
>they have all the ground tied up around huckleberry
Hmmmmmm. Curious af now senpai. I wish I knew more about current regs for leaflandia I'm more into mining history tho. But I'm aware of several stories where a claim was surrounded by their neighbor. It doesn't always play out well. Bob would know much more since they happened in Colorado. Wish I could remember the names but he'll know
It used to be madness. There's a reason claim jumpers and horse thieves were hung

[Anonymous No.52890093]

>>52889952
>actually read that article.
Then you know already. I'm not up muh chemistry but, from my personal experience in the military, nickel is the battery of the future. Whatever they ve been running for decades is what we will eventually run. They last forever, hold deep cycle amperage during the most extreme of climates and conditions, and take charges up to the mid 90s for like 40 years.
I'm a schizo so don't take any of this as anything other than drunken ramblings of a retarded faggot

[Anonymous No.52890211]

>>52884534
imagine not being able to tell that ice is thin just by looking at it...

[PAN MAN No.52890300]

>>52889960
in the modern sense Huckleberry could operate for another 12 years (depending on the price of copper and grade consistency in pit) but actually doing that right now is sketchy. Surge has the ground they staked themselves and land they optioned off Centerra (Berg and Bergette) making them a formidable land holder for the region. They have every intention to explore and develop their property, and they have the cream of the crop to work with.

[Anonymous No.52890420]

>>52890093
Yeah I know nickel is the better battery but to get to the scale of production that the demand requires lithium is going to be the foreseeable go to. It's why every automaker is signing deals for lithium supply chains. Probably good to have both though them being cheap juniors and all. I was looking at FPX Nickel and one other I can't remember

[Anonymous No.52890443]

>>52890300
Damn. They still have 31 holes that were drilled this year that haven't been tested.
That could be big news. They'll be walking in tall cotton

[Anonymous No.52890470]

Forgot pic.
Shit I wouldn't sell huckleberry either. Let surge punch all around you until the price is to your liking.

[PAN MAN No.52890535]

>>52890470
its really interesting that all these maps ignore the past producing Emerald Glacier Mine next door to the Huckleberry pit. Emerald Glacier was a very successful small scale silver gold copper property run by multiple families in the Houston area for decades, its a spot i know well. I ll have to visit next summer at some point.

[Anonymous No.52890546]

>>52890420
>https://www.reuters.com/legal/litigation/mexico-creates-state-run-lithium-company-go-live-within-6-months-2022-08-24/
Just be careful about what jurisdiction you're in anon.

[Anonymous No.52890578]

>>52890535
That's all I need. A shack with a river and a view beside a train to nowhere

[Anonymous No.52890659]

>>52890535
Damn dude they really don't have any images like that I just searched it. That's fucking weird. Trails and shit epic photos but nothing technical. Like at all
Somebody pissed off the wrong jews

[PAN MAN No.52890684]

>>52890578
it had a fantastic camp below the minesite too back in the 50s, the old buildings actually outlived the modern camp built in 2007 by the current owners when an avalanche hit. The mill was intact up until 1990 as well until a forest fire wiped it out. Emerald Glacier was one of my favorite places to go explore when I was a kid, lots of camping trips up there. Great memories.

[PAN MAN No.52890704]

>>52890659
This is an old shot of the #3 portal at Emerald Glacier, with Rhine Crag in the background. Rhine Crag is the core of an ancient volcano.

[Anonymous No.52890730]

>>52890704
Took some looking but I found picrel. Bottom right
Very very interdasting

[Anonymous No.52890747]

So how long could Imperial feasibly hold out for before giving up Huckleberry?

[Anonymous No.52890783]

>>52890747
I kinda wanna know what's going on at emerald glacier

[PAN MAN No.52890968]

>>52890783
its not scanned because its a privately held property outside the Huckleberry land package. I believe Imperial held the rights for a while but havent done anything with them since 2007. Emerald Glacier has been an extremely interesting little spot on and off for decades, I think it deserves some modern work.
>>52890747
They have at best 12 years left with Huckleberry mines known reserves if memory serves me, but its all down to if they can make it financially viable to actually operate. Imperial has their Mt Polley Mine operating right now, as well as a chunk of Red Chris in their ownership too, however their still not really in the black yet and want Huckleberry operating again as a final "return to form" sort of thing.

[Anonymous No.52890994]

>>52890968
I get that. But it's safe to assume there's alot of nice deposits there by the shape of the area around it

[PAN MAN No.52891047]

>>52890994
there were a number of nearby prospects that Imperial could go and explore and possibly exploit near the Huckleberry Minesite, but they kind of fucked up and let the best of the best go to Surge, their left with a number of smaller / lower grade / lower value targets or targets that will probably end up being to deep to open pit operate. Not only that, Imperial Metals doesnt have the best relationship with the local native bands, where as Surge Copper actively cultivated a relationship. Imperial Metals would have an absolute nightmare of a task exploring and building a new mine based off of Huckleberry with how their reputation is now.

[Anonymous No.52891119]

>>52876487
SILX or HZU if you want leverage.

[Anonymous No.52891145]

>>52891047
you got anything for iron juniors?

[PAN MAN No.52891156]

>>52891145
nope unfortunately not, and to be honest i dont think there are many juniors in that sphere because of how huge the properties have to be for iron, but i can look around later if i have time.

[Anonymous No.52891487]

>>52891156
https://smallcaps.com.au/iron-ore-juniors-attracting-local-billionaires/

I was reading this and it seems everything leads back to rio tinto lol.

[Anonymous No.52891637]

how long until oil and coal plummets?

[Anonymous No.52891703]

>https://stockhead.com.au/tech/elon-musks-tesla-dominates-us-ev-sales-and-these-are-the-metals-he-needs-more-of/
from the article
>The Model 3 is Tesla’s most affordable EV at a retail price of $73,900 and requires 50kg of nickel, 4.5kg of cobalt, and approximately 130lbs of copper, according to reports.

>Model 3 sales in Q1 for the US market would have accounted for 172 tonnes of cobalt, 2,260 tonnes of copper, and 1,915 tonnes of nickel.

bros, im telling you now, nickel is the next big thing. i need good nickel exposure

[Anonymous No.52891752]

>>52891637
Coal will never go down again

[Anonymous No.52891956]

>>52891637
see >>52891752

>https://www.cnbc.com/2022/03/08/nickel-price-surge-could-threaten-automakers-ev-plans.html
from the article
>Caspar Rawles, chief data officer at specialist consultancy Benchmark Mineral Intelligence (BMI), said that while Russia accounts for 5% of global nickel production, it supplies about 20% of the world's high-grade nickel.

>The metal is used to make batteries for electric vehicles (EVs), posing a fresh challenge for carmakers already investing billions to move away for combustion engines just as demand for zero-emission models is starting to take off.

>Some of Russia's high-grade nickel will probably end up in China, which is unlikely to impose sanctions on Russia, but this all comes at a time when carmakers are facing rising bills for other EV battery minerals as demand outstrips supply.

>"That's the main concern for the battery supply chain in that you've got record high lithium prices, and very, very high cobalt and nickel prices," Rawles said. "This is just adding to battery mineral woes."

[Anonymous No.52892033]

>>52891956
thats actually from this article
>https://www.autoblog.com/2022/03/08/automakers-metals-russia-ukraine-war/

the cnbc quote from the article is here
>Nickel is a critical ingredient in the lithium-ion battery cells used in most electric vehicles sold in — and planned for — the U.S. market. Its abrupt price surge has analysts and investors raising hard questions about automakers’ ambitious electric-vehicle programs.

>Morgan Stanley auto analyst Adam Jonas has been among the loudest voices raising concerns. In a note published Monday, he said: “As of this writing, nickel is up 67.2% just today, representing around a $1,000 increase in the input cost of an average EV in the U.S.”

>Jonas wrote that investors should reduce their expectations for automakers’ earnings, and for electric-vehicle sales penetration over the next few years, as nickel’s abrupt price surge could undermine the ambitious EV plans put forth by global automakers including General Motors
and Ford

[Anonymous No.52892037]

>>52891752
fusion gonna take a big dump on everything

[Anonymous No.52892200]

>https://www.reuters.com/markets/commodities/nickel-demand-boomed-2021-this-year-it-will-be-supply-2022-05-18/
from the article
>Not all batteries use nickel, particularly in China, but the scale of the EV roll-out is such that demand for the metal is still increasing at a supercharged pace.

>Adamas Intelligence estimates that 18,610 tonnes of nickel were deployed onto roads globally in new electric vehicles in March, a 50% increase on March 2021. ("Monthly Battery Raw Materials Deployment")

>Goldman Sachs forecasts nickel usage in the EV battery sector to increase by 62% to 285,000 tonnes this year and by another 26% to 358,000 tonnes in 2023. ("Nickel's Class Divide", April 28, 2020)

[Anonymous No.52892263]

>>52892037
It's still 10-15 years away, if not more. The recent news doesn't change this. A fusion energy ecosystem would still rely heavily on a fission power foundation to supply input energy and for synthesizing the tritium fuel, the later of which has not been proven to be economically viable yet.

Yes, the market is retarded and uranium will probably sell off more because "muh fusion". But at some point the big funds will jump back into uranium because that's the only viable short, mid and honestly long term solution to the energy crisis. Fusion power is just an add-on to fission if we ever get to that point.

[Anonymous No.52892288]

>>52888621
That your own build?

[Anonymous No.52892431]

>>52892288
No sir. I helped my neighbor with the stone work facade behind that Polish scaffolding set up. Picked up the job half way thru, after he fired the incompetents who were better at rough than finish.
Like an idiot I used their lines for layout

[Anonymous No.52893844]

>>52888621
Looks good man, impressive

[Anonymous No.52895502]

Bump

[Anonymous No.52895726]

>>52892037
Maybe fifty years from now. Maybe.

[Anonymous No.52895760]

>>52888621
Max comfy, good shit lad! You doing it all by hand as you go along or have you contracted the labor?

[Anonymous No.52896087]

How will we perform today?

[Anonymous No.52896235]

So, will Oil/Gasoline do another cup and handle on the daily? Am I even asking the right board?

[Anonymous No.52896976]

>>52892200
This was the article that made me abandon nickel for iron.

https://history-computer.com/nickel-cobalt-vs-lithium-iron-batteries-compared-pros-cons-and-differences/

[Anonymous No.52897318]

>>52896976
Will read thanks anon
>>52895760
Yes by hand. It's after the final so no labor around just helping my buddy wrap up before weather gets nasty
>>52896235
Kek. This guy's funny

[Anonymous No.52897603]

>>52897318
>50 cal

The machine gunner in me is pitching a massive tent. Looks like you’re building (unironically) the life out there lad.

[Anonymous No.52898708]

Somebody stop me from buying sand...
I picked up a little sceyfs(source energy services) and abcaf(Athabasca materials) today

[Anonymous No.52898761]

I want off Mr. Neumeyer’s wild ride! Aaaaaah!

[Anonymous No.52898950]

Who's watching this?

[Anonymous No.52899624]

>>52898708
>Somebody stop me from buying sand...
Just go to the beach lol that shits free nigga its everywhere lmao

[Anonymous No.52899861]

>>52898950
>the mining investor experience

[Anonymous No.52899982]

>>52899861
Lost it
>MFW mining investor experience

[Anonymous No.52900407]

Kek baggies

[Anonymous No.52900408]

>>52896235
It's I the process right now. Look at the chart. It's putting the first half, the bottom of the cup.

[Anonymous No.52901480]

>>52899861
>the mining investor experience

[Anonymous No.52902633]

Cat lady bumpage.

[Anonymous No.52902660]

>>52898708
>Somebody stop me from buying sand
beach sand or stock symbol SAND?

[Anonymous No.52902793]

>>52902660
Fracking sand. Us Silica, anthabasca materials, and source energy services

[Anonymous No.52902816]

>>52902793
>Fracking sand
oh, sand, like sand sand. You having trouble buying sand? Seems pretty easy, no?

[Anonymous No.52903053]

>>52902793
Not sure if fracking sand is the hot commodity it was during the boom. Check the EIA stats on well drilled but not yet completed, gas production..
see here https://www.eia.gov/petroleum/drilling/

Biden and his group are not big on domestic oil/gas production, even if the prices are high, they seem to want to starve the economy, like Powell with his rate increases.

[Anonymous No.52904312]

The bottom for Poo Lagoon is in
We bounced off support several times and we are strong at 20cts
With gold looking positive as we're heading into 2023 I believe BLLG will do well

[Anonymous No.52904357]

>>52903053
I like it because oil field services have consolidated and trimmed down. They're undervalued. In my humble opinion

[Anonymous No.52904798]

>>52904357
>They're undervalued
interdasting. They are undervalued if there is strong demand for..well services. Looking at the baker hughes rig count, see pic, looks like a notable increase from last year. I recall Biden was not cooperating with US big oil and said they would not increase capex until they had better long-term support from the Biden admin. Not sure that has changed. Even with high prices last year, they did not promise major increases for supply. What exactly are you looking at to develop you humble opinion?

[Anonymous No.52904803]

Pretty interesting interview with Rick Rule because he finally said few cold truths. He said that out of 70 Uranium juniors only 15 are viable.
And only 10-15 out of all of the stocks are sensibly priced, which is calculated at $60 Uranium price.
So even after falling quite a bit the uranium sector is still overvalued as shit and only few of them even make sense to begin with.
He also said that in 2-3 years he sees them going from reasonably priced to cheap and he's now sitting on an ample supply of cash waiting for the prices to come down.
Pretty sure he's been sitting on cash for a good while now, just hasn't mentioned it because people wouldn't have bought his bags otherwise. Now he has unloaded so he can say these things.

Considering how many of the U stocks went 10x-30x over the years, they're still high and have a lot of potential to fall. I totally agree with his time frame.
People made so much money in them that these stocks aren't in any hurry to go up again and institutions still haven't stepped into this sector and we have another leg down coming in the greater markets next year.
Basically the sector is now full of baggies who bought into the highs and the thesis and we'll now watch the stocks slowly bleed out to retest some lows. Then in a year or two Rick is going to once more eat up the shares at low 2020 levels and takes another leg up.
Guess I'll consider jumping in when Cameco is at 10-15 next year.

[Anonymous No.52904904]

>>52904803
If you think Rick Rule knows anything, no opinion here, then I am curious why Ricky invested $2,000,000 in Empress Royalty? If you check the TSX Venture Exchange data for insider trades insiders are buying.

[Anonymous No.52905086]

>>52904904

I believe he knows quite a bit and occasionally slips in some truths, but he's also a hardcore salesman who will fuck you over without mercy to make a profit.
Personally I have expected the U stocks to keep on falling and now hearing him say these things fits pretty well into that and nice to hear a time frame he's looking at.

Rick is now bullish on PMs because he expects a recession.
Don't know anything about that company, but Empress Royalty has a pretty attractive market cap.
Multipliers are great in these sub 100 mil ones. Might be worth keeping an eye on that one. It's piss easy to fairly quickly do 5-10x from 50 mil MC.

[RELEASE BONANZA GRADR No.52905290]

>>52879532
The Japanese will taste my homemade curry extra spicy

[Anonymous No.52905359]

>metals remain flat or going up
>crypto remain dumping
Explain where we are headed.

[Anonymous No.52906079]

Anyone have opinions on SILJ vs SLVP. Is there a large difference in potential upside in holding the juniors with SILJ?

[Anonymous No.52906518]

>>52905359
>crypto remain dumping
looks like we hit peak crypto since every talking head and stacy has been promoting it. There are clearly some big scams left that need to fail that will continue to scare the crypto market before it can resume higher, if it can resume higher. Looks like the fed is determined to crash the economy to "tame inflation" as this is what Powell has said several times in several different ways. I look forward to depreciation and hope gold pukes hard so I can buy some more. I do not own any crypto so I do not care what it does.

[Anonymous No.52906819]

>>52906079

[Anonymous No.52908483]

>>52904312
Nice charting. I need at least one good drill result before I go back in on that company.

[Anonymous No.52908898]

>>52904798
>not cooperating with US big oil
Yes. Canada produces almost no white fracking sand. Wisco produces the best. Lots of reasons outside of that desu.
My investment strategy is based solely around the fact that the pie in the sky green energy, zero emissions, perfectly sustainable planet of the future will have consumed all the resources they claimed would kill us all if we consumed them all
Green energy is net negative. I'm betting they're hypocritical psychopaths and they know green energy is net negative to create a false energy crisis
Oil won't quadruple without a war the next day, but oil field services could easily.
>We don't like fracking
>But we'll use it until we meet our goals
I don't want to detract from anyone's admiration of the emperor's new clothes tho...

[Anonymous No.52908977]

>https://www.congress.gov/bill/116th-congress/senate-bill/3247/text#:~:text=%E2%80%94Beginning%20on%20January%201%2C%202025,land%20in%20the%20United%20States.
One could say it's literally going to take an act of congress
>Picrel
Doublethink dot jpg

[Anonymous No.52909074]

>Renewable energy
Sun don't always shine
Wind don't always blow
The best we ever had was the 49ers and their kind building micro hydroelectric dams way up above where the fish could even climb to spawn.
One little town had electricity for fucking free because the headwaters we're far enough away from the stamp mills they had running that it was cheaper to give the town residents free power so you could park a pole on their property to run the damn power to the mill. So about 2/3 residents on the one little road had free electricity!
Imagine being able to afford a light bulb and not having to power it! Well you need the shit that moves the power to the bulb and mount the bulb and ground it. But yeah fucking super easy right?
Can't do that today. Sadly, climate racism fish belly supremacy

[Anonymous No.52909123]

***Quick disclaimer***
>all the technologies needed to support a transition to 100 percent renewable electricity exist at commercial scale and equal or cheaper costs compared to fossil fuels
So by their own admission they don't need fossil fuels at all. Because the transition to renewable energies is actually cheaper than both the replacement of fossil fuels and the technology that isnt even discovered yet. The transition itself is so much more economical than it s fossil fuel predecessor that it will eventually devolve to simply renewable energy that's sustainable but somehow not as powerful as the forces that transitioned the entire global energy sector.
Science. It's magical stuff

[Anonymous No.52909128]

Forgot pic
God damn jokes ain't funny noore

[Anonymous No.52909205]

>>52908898
>Carbon consumption is the problem
>Not carbon emissions

>The thing the ecologically illiterate don't realise about an ecosystem is that it's a system. A system! A system maintains a certain fluid stability that can be destroyed by a misstep in just one niche. A system has order, flowing from point to point. If something dams that flow, order collapses. The untrained might miss that collapse until it was too late. That's why the highest function of ecology is the understanding of consequences.
>Liet Kynes
know why herbert named Dune's ecologist Kynes?

[Anonymous No.52909266]

>>52904798
https://www.sourceenergyservices.com/
Due to eggstreme 'tism, fueled by only the middest tier Kentucky bourbon, I read everything but their news releases. >>52904798
>What exactly are you looking at to develop you humble opinion?
Industry wide consolidation. Realization and capitalization of long term logistics and storage.
Localization? If I may? Canada's oil fields west of the great lakes, littered diagonally towards Alaska, represent the greatest demand for high quality white frac sand.
It's not inelastic but you'd have to be outstanding in some other variable than highest quality to replace the highest quality. If it takes twice as much lower grade sand, but they come from the same place, eventually the logistics alone would demand that you buy sand twice as good so you haul half as much.
So...
They dig white frac sand outside Blair Wisconsin and ship it via rail, outside Canada, mostly, TO TEXAS! And Texas has white frac sand that is high quality.
Can't make this shit up
>>52909205
Red pill me Bob. I m ready

[Anonymous No.52909281]

>>52909266
>Red pill me Bob. I m ready
Not much to red pill.
Herbert argues in Dune that ecology, economics, and politics are all the same thing.
An idea he very likely learned reading Keynes.

[Anonymous No.52909294]

>>52909281
Ah. Thanks. It makes more sense

[Anonymous No.52909329]

My old lady is gonna leave me over this sand shit

[Anonymous No.52909341]

[Anonymous No.52909349]

>>52909341
>on track to account for
>impossible to avoid
Sounds legit. I better buy some beach front property to combat those rising sea levels

Take that Putin

[Anonymous No.52909443]

>>52909281
We have take this elsewhere. Bob you can't actually believe the production of spice could be....co-opted. spice was the most inelastic good. Bob.
Don't pretend to be retarded again

[Anonymous No.52909456]

[Anonymous No.52909486]

You couldn't serve an ice shack full of seal laden spirit questers.

I'll see myself out. Thank you very much
Where's my limo!!!! Gbbnnhi!

[Anonymous No.52909593]

Gonna be a slow, long, arduous holiday wkend lads. I'll keep you occupied. I know how much you all love mining history. Probably more than myself
>the dam site by way of a 9.6 mile long conveyor belt, the longest of its type
Keswick is the last of a series of lakes used to harness the snow pack from the Trinity Alps to power everything down the line
Trinity snow become Trinity lake that becomes Lewiston lake />whiskeytown lake/>Keswick
Idk where I was going with this fren. But I'm going fishing soon. 6 hours. I'll be launching near the Shasta dam and driving right over/under the longest conveyor in the world. Learning how these 49ers moved water taught me everything else.

Miners are men who can't unsee the natural order

[Anonymous No.52909614]

>>52909593

[Anonymous No.52909628]

>>52909593
>Gonna be a slow, long, arduous holiday wkend lads.
Didn't you yanks just have a bank holiday weekend? Do you fuckers ever stop celebrating?
Do your banks ever actually do any work?
Scratch that last one, stupid question.

[Anonymous No.52909647]

>>52909628
So it's actually really simple
1)do niggers exist
2)do niggers exist right now
3)do niggers exist right now despite having two weeks notice?
4)are we ready to kill niggers?

[Anonymous No.52909668]

>>52909647
I don't see how that relates to whatever independance day #23411 that you're celebrating, but yes to all.

[Anonymous No.52909679]

MFW no yuropours chimp in
Learning is good

[Anonymous No.52909708]

>>52909679
>yuropours
Fuck you buddy we left Europe so don't lump me in with that hell hole, I've got my own hell hole.

Also btw I've got a present for you. I'm about halfway through that course and OBSing it like I said, if you can hold off another week or so I'll make a throwaway email and send you a mega link or something if you want it.

[Anonymous No.52909712]

>>52909668
Bro. You don't even know how hard we claim independence from our own country. Ever hear of Jeff clark. Like the Jeff Clark? Jeff Clark from Mavericks? Of the coast of San Fran.
Ok
I lived with Jeff Clark's brother while I helped my buddy build his house up lightnight ridge towards the north side of the little town of Washington.
Just saying ...America is the number one enemy of Americans since 1776

[Anonymous No.52909723]

>>52909708
That's appreciated. But honestly I want to earn my way. I want to be wrong. How else am I gonna learn? My highest hope is to fail the test coming in. Why would I pay for something I already understand?

[Anonymous No.52909760]

Tell me how to make a disposable email and I'll make one. Any of you that are regulars, yes, even bob, I would happily extend warm welcome and happy salutations. But be ready to fish or hunt
That's all we do

[Anonymous No.52909762]

>>52909723
Fair enough, offer stands if you change your mind or just want it at some point so you're not bound by the time constraint. I agree with your sentiment as I'm usually the same but thought hey it's Christmas why not save you 400 bucks, but I feel you

[Anonymous No.52909784]

>>52909762
Understood. I want to finish in the allotted time tho. I don't want be almost retarded if I can be so much more retarded

[Anonymous No.52909839]

>>52909762
You're the monke brit poster. I recognize you. And I appreciate your empathy. But you know I would never cheat, lie, steal, or mislead anyone. I simply couldn't live with myself
Would I ask you for a Dropbox refresher that doesn't hurt a soul?
Well my friend, isn't capitalism about innovation? Neither of us intend to cheat our teacher out of his daily bread.
Morality isn't some conquest. Would I recognize it as market forces if it happened to me?
Yes
: gigachad:

[Anonymous No.52909852]

>>52909762
Where is this dive from? Where do you have so many lobsters? So curious to approach you without fear
You feed them?

[Anonymous No.52909855]

>>52909760
dude it's literally called 10minutemail what

[Anonymous No.52909870]

>>52909760
I was just gonna make a standard gmail account and fill out all the details with asdfg and not use it for anything else. Not much more to it really.

>>52909784
I getchu. It's like 6 hours total run time iirc so a month is easily enough unless you really dawdle.

[Anonymous No.52909872]

>>52909855
Sorry bloomer but this is zoomer cuntry
Pan sexualated poly generated hetero sexualatious laudanum gendered tri permiated wheel chock orientated non persons

[Anonymous No.52909878]

This week close was incredible, holy shit what a friday

Lots of junior went 50%+ with very big volumes. Check MGG for example. My kootenay is a double now with this incredible friday.

[Anonymous No.52909883]

>>52909839
>You're the monke brit poster. I recognize you. And I appreciate your empathy
That's me, and thanks. I post others too I just particularly relate to the monke and his urge to climb. And pic related of course

>Neither of us intend to cheat our teacher out of his daily bread.
For sure. I don't even like sharing Gary's posts or market updates ITT for that reason. This would have just been a one off since you said you were too boomer to take video notes yourself.

>>52909852
Not my video sadly, just a random one of many cool shit I've saved

[Anonymous No.52909887]

>>52909870
[e-mail]
I used to own a scuba company
Get it? panicked....divers..,..

Nobody????
Ah fuqqqit

[Anonymous No.52909924]

>>52909878
>Lots of junior
Name two.
See. This is why I lose it
Goodefaaabraaa

[Anonymous No.52909948]

https://earthobservatory.nasa.gov/images/37741/great-blue-hole-belize#:~:text=Within%20this%20small%20sea%20of,as%20the%20Great%20Blue%20Hole.
I'm going to the bottom of this big ass hole and nobody can stop me

[Anonymous No.52909963]

>>52909924
See dolly varden, eskay, kestrel, lion one, kootenay, minaurum, hercules, summa, equity metal, gogold, andean, mag silver, bear creek...

Again, check their price in the last hour on friday but most importantly, check the volume compared to average volume. Someone with very very deep pocket buying. Also, if you didn't see any green on friday on your portfolio, thats no bueno

[Anonymous No.52910016]

>>52909963
>Again, check their price
Noted. Will do. But now that we have a few days to stretch our legs, why not just maylay the happiest of hours?

Who here wants to go fishing with me? No charge. I'll pick you up from the airport and the most you'll have to do is help carry one end of the boat

[Anonymous No.52910030]

>>52909887
kek
Emailed you from [e-mail], because I like monkeys and I like the blues.

I'm also the light/sleep poster, and the teen poster from last thread (again, legal here) but I think the username sleepyteenfucker might get me v&

[Anonymous No.52910042]

>>52910030
I'm glad someone can fuck teens. What else are they good for?
I'll send you a cock pic so you know it's me. It'll look like a grubworm in a turtleneck sweater.

[Anonymous No.52910062]

Man I feel like muh bitch is actively trying to kill me. The moar I advocate for lower light the moar she turns the lights on. She's pretending to be retarded. She knows it's worth it to piss me off

[Anonymous No.52910086]

>>52910030
Do you really like the blues? How high can we (you but maybe babysitting me) get until they notice how high we (I) am?

[Anonymous No.52910132]

Nobody here is balls deep in the blues. Blues isn't just a place, time, or a way to exist inside the current cornucopia of melodical intrigue. Blues is a state of being, where the mind may venture but never explore, lest it find itself

[Anonymous No.52910147]

https://www.google.com/url?sa=t&source=web&rct=j&url=%23&ved=2ahUKEwjj-ZSBwoD8AhXrMEQIHdRiDYMQ8TV6BAgSEAI&usg=AOvVaw0VTJzWxrN8ZFOD4xbU2nov

[Anonymous No.52910156]

https://m.youtube.com/watch?v=r21YT-grB0w

[Anonymous No.52910161]

The fat one owes me money

[Anonymous No.52910177]

>>52910042
Congrats on the turtleneck, a rare thing over there I've heard.

>>52910086
>How high can we (you but maybe babysitting me) get until they notice how high we (I) am?
idk but sounds like you're already there

>Do you really like the blues?
Fuck yeah. One of the few things niggers did right, even if they stole it from white folk, then each other, and then the white man ultimately did it better than anyone
https://www.youtube.com/watch?v=5U9-Y0VubMA

[Anonymous No.52910200]

>>52910177
Checked
>Srv
Bro...
Did you know cloud seeding was an ancient art?
https://m.youtube.com/watch?v=FcHHeVnzBnI

[Anonymous No.52910297]

I m getting ready for work now getting ready for drunk now

[Anonymous No.52910333]

>>52910200
>>Srv
>Bro...
Front door favourite I know but damn there's a reason, and as a player the appreciation is exponential.

>>52910200
>Did you know cloud seeding was an ancient art?
News to me and checked.

Damn WSP are fucking good. Not checked out much past Dirty Business but off I go down their rabbit hole I guess, there goes my Saturday.

This kid is great too. Touring near me in March.
https://www.youtube.com/watch?v=uB8OosBD45c

[Anonymous No.52910344]

Always had the touch
Never could imagine
Somewhere to exist
Always had the touch

[Anonymous No.52910361]

>>52910062
Remove all the lightbulbs. Initiate full electrical lockdown. It's the only way

[Anonymous No.52910367]

Sometimes they see you just now they don't
Maybe this is a lucky day or a penny on the way home
Sit between the clouds for cover raindrops hide in the sea
Olly olly oxen free
The bliss of anonymity phonography of the heart
A well executed smile the Wind, Sand and the Stars
Words living in translation flowers under glass
Oh the future slipping past
Save me, slowly tame me
Don't apologize with philosophy
Come closer, tame me
Don't you recognize we are not enemies
Lamplighters and Counters kings and drunks and clowns
Saddle up the planet ride to the heart of town
Snakes do swallow elephants children all wear crowns
If I knew I knew you I never would have shot you down
Save me, slowly tame me
Don't apologize with philosophy
Come closer, tame me
Don't you recognize we are not enemies
Save me, slowly tame me
Don't apologize with philosophy
Come closer, tame me
Don't you recognize we are not enemies

[Anonymous No.52910387]

>>52909963
Jesus, wow they did lol. This is bull shit. So the miners we left two years ago mooned.

[Anonymous No.52910392]

>>52910367
>>52910361
>all the lightbulbs. Initiate full electrical lockdown
They sit know >>52910361

[Anonymous No.52910434]

>Lamplighters and Counters kings and drunks and clowns
Saddle up the planet ride to the heart of town
Snakes do swallow elephants children all wear crowns
If I knew I knew you I never would have shot you down

If I knew you knew you

[Anonymous No.52910461]

Snakes can swallow elephants
Children all wear crowns
>If I knew I knew you I never would have shot you down

This is probably the most powerful line in rock and roll history. A man read the stories of the saint ex to his boy.
>If I knew I knew you, I never would have shot you down

[Anonymous No.52910491]

I'm glad I'm glad I'm glad

[Anonymous No.52910606]

>>52909963
>>52909878
What the hell silver juniors did such a massive move in that short of a time frame and I didn't even notice. That's interesting. Manipulation setting up for a dump possibly, or maybe somebody with deep pockets knows something and has positioned. The sudden increase in price and volume do make me a bit suspicious

[Anonymous No.52910697]

>>52890211
>>52884534
it's a stunt he did it on purpose

[Anonymous No.52911991]

>>52910491
Can you please stop spamming

[Anonymous No.52912128]

>>52910606
>>52910387
>>52910016
https://twitter.com/TheLastDegree/status/1604131488446173184
SILJ rebalancing

[Anonymous No.52912154]

>>52911991
>almost 4 hours ago
Come on my guy
Late night, off-topic drunken ramblings are what these threads are made of on a weekend. It's usually over before anyone West of the pond wakes up. Enjoy it while it lasts before we become /smg/ 2: electric boogaloo and never risk archive again.

[Anonymous No.52912458]

>>52904803
Even of these 15 supposed ones, it’s still a bit of a mess trying to sort out the few that may actually have the capacity for any kind of growth, despite demand actually ramping up. I’ll admit on my own part aside from just basic FA it’s hard for me to pin down a company’s trajectory, especially when it comes to commodities. At least with miners the prices are still so relatively low it’s easier to just scan the news related to them to see who’s had good mining results, aquired potential land hot spots etc. Uranium is just one I don’t confidently have enough knowledge of from the business or actual product side of it all. Not to mention that like you said, uranium as a commodity was memed to levels that make it hard to tell if you’re getting a fair price when you buy. Or at least a price that’s worth the risk/reward.

[Anonymous No.52912698]

>>52904803
>>52912458
I said it late 2021, uranium is over hyped. Stock aren't well priced. Everyone and their mother think they are a contrarian by buying them. Most of these company already did 10x and more. Look at the archiven how Encore and other company were shilled for the whole 2022. The biggest gains are alreade made on that sector, that's a fact, you're not early. Should've listened in 2020 !

You're buying early in Gold and Silver. But people won't do it.

[Anonymous No.52913581]

Looks like Impact Silver is stair stepping higher in this channel
A good buy area if silver continues to move up I think

[Anonymous No.52913602]

>>52913581

[Anonymous No.52913721]

>>52909443
>Bob you can't actually believe the production of spice could be....co-opted.
Paul got a monopoly on production
The God Emperor became the production when he terraformed the planet, extincted all the sand worms. Then he freed production when he died and released the new worms back into the ground.

both cases where the government (the political force) controlled the ecology and economy.

a very Keynesian way of looking at it.

[PAN MAN No.52913817]

>>52909963
wow Dolly Varden up 17%? They have been doing a lot of serious exploration work last summer so it makes sense.

[Anonymous No.52913847]

>>52880591
What a load of fucking bullshit

[Anonymous No.52914005]

>>52913847
Those bitcoin bags getting heavy there friend?
You didn't boughted the top right?

Right?

[Anonymous No.52914599]

>>52911991
Yes
: gigachad:

[Anonymous No.52914650]

https://m.youtube.com/watch?v=HwM6fmkQuDI
You dummies will never understand the power of music
>If I knew I knew you, I never would have shot you down
The most powerful lyric in rock and roll

[Anonymous No.52914652]

>>52911991
>Can you please stop spamming
he's keeping the thread bumped during the night when daywalkers are all sleeping.

you should be thanking him.

[Anonymous No.52914905]

>>52914652
atleast make it relevant to thread

[Anonymous No.52914913]

I was supposed to cut wood today but I guess I'm driving an hour to fix an ar10 and test drive a new brick of coke down in whitmore

[Anonymous No.52914934]

>>52914905
>Commodities, mining, macro general
Generally I spam mining macro while doing cocaine, which is a commodity
Otherwise I'm just doing cocaine, which is a commodity

[Anonymous No.52915058]

Anyone know what this is?

[Anonymous No.52915059]

>>52914905
>atleast make it relevant to thread
I'd rather he quoted song lyrics and rambled about life in NorCal instead of just saying
>bump
20 times in a row.

you do you though.

[Anonymous No.52915147]

We just stood there
Getting wet
With our backs against the fence

[Anonymous No.52915191]

>>52914905
>relevant to thread
This is the Cocaine, Music and Monkey General

Mining is down the hall on the left

[Anonymous No.52915291]

I love you guys. Wish we could all shoot niggers together

[Anonymous No.52915547]

What are some of /CMMG/'s favorite dividend paying stocks?

[Anonymous No.52915601]

>>52915547
As a whole, energies pay very well
Miners never pay shit usually

[Anonymous No.52915688]

All that shit used to be one mountain
I ll come back for story time about my lassen. It's eruption. And it's subsequent mining history after I go fix this ar 10 and do some cocaine with the lads

[Anonymous No.52915703]

[Anonymous No.52915724]

>>52915601
>Miners never pay shit usually.
I have noticed this kek. I am looking into buying PDBC pic related. About a year ago Gregory Mannarino shilled it, and it went on a nice little run up now its back in the 16ish range. good buying in time I think. Dividend is $7.15

[Anonymous No.52915745]

I missed buying 28 acres in whitmore that had a waterfall in the middle of it
Dropped down into a fern canyon to a creek deer creek I think.
120k. Had a neighbor issue that would tie me up in court indefinitely and he had way deeper pockets than me
Cunt

[Anonymous No.52915788]

>>52915724
>>52915601

My best dividend miner stocks = Vale, Whitehaven Coal, Yancoal

[Anonymous No.52915850]

>>52915788
checked.
>mfw I missed the coal boat.

[Anonymous No.52915917]

>>52880591
based

[Anonymous No.52915923]

>>52915850
still time fren just hop on for divvies at least

[Anonymous No.52916000]

>>52915917
>>52915923
I'll have a smoke with you. Maybe idk but I'm really liking this PDBC for divvies. Take a look at it, what do you think?

[Anonymous No.52916034]

How realistic is owning a small iron ore mine in the US? Texas specifically? I have researched the land surveys and know where it is generally located. But is there even money in Iron? I want to use iron for projects (wrought iron for construction/decor, cast iron tools/items, etc) for medium scale companies. This is a long term idea, my lifetime, I just want to know what you guys think

[Anonymous No.52916174]

>>52916000
Checked.

I had 10k in PDBC a while back, but I ended up selling because it only has an annual dividend + its exposure in commodity sectors lacks what I feel I want to have. I'm more confident in like base metals, coal, and fertilizers for 2023.

I'd rather own companies I know are making boat loads of free cash and are dedicated to raising consistent divvies.

my other main commodity divvies:
UAN
ARLP
CEIX
AFMJF

[PAN MAN No.52916236]

>>52916034
I dont think there are many small scale iron mines in general, iron is a bulk commodity that you really need huge scale deposits to operate from to make your margins work. That being said you could find a banded iron formation or something similar if your in the US east coast and use that as a source for project iron, but the processing and smelting would be extremely difficult to do without a larger facility. You can buy iron pellets too which are raw iron and make wrought iron or steels from, i ll see if i can find a link or two.

[Anonymous No.52916379]

>>52915058
A self manufactured formerly 80% lower>>52915058

[Anonymous No.52916694]

>>52915547
I like glencore

[Anonymous No.52916759]

>>52912698
Encore starts production next year though

[Anonymous No.52917147]

>>52909963
>Friday's gains

hopefully, this Japan-level pump will continue Monday

[Anonymous No.52917432]

Reddit is saying gold and silver will moon December 27. What are the chances they are right?

[Anonymous No.52917634]

>>52917432
>December 27
why that date? end of tax loss selling? I'm ready to wagmi

[Anonymous No.52917707]

>>52916379
Very good. It came in from socal to my buddies shop from the daughter of a retired leo that passed away. She had no clue about any of it. She looked like aunt Bee from Andy Griffith show

[Anonymous No.52917966]

>>52917432
When have they been right previously? Not being sarcastic at all. Genuinely curious

[Anonymous No.52918392]

>>52917634
that's the comex settle/ close/ expire date this month

[Anonymous No.52919113]

>>52916034
MO

[PAN MAN No.52920734]

https://www.mining.com/web/worlds-coal-consumption-set-to-breach-new-record-this-year/

quick link for the late night. Coal is on a role this year it seems.

[Anonymous No.52921572]

Gary bump
https://www.youtube.com/watch?v=Zsw4tWWElzA

[Anonymous No.52921724]

>>52915547
If you like stable and high divvies, iron ore giants, tobacco companies and pipeline companies should be great. VALE, RIO, BHP, MMP, WES, PTI, PM, IMB. Coal should also give very high divvies going forward.

[Anonymous No.52921738]

>>52917432
Zero percent.

[Anonymous No.52923825]

bump

[PAN MAN No.52925747]

slow weekend, holidays are nice except its dam cold across the US and Canada, I hope everyone is comfy today!

https://www.mining.com/web/australia-revises-up-resources-export-earnings-to-308-bln-for-fy23/

[Anonymous No.52926694]

>Canadian
>IRS is instituting a foreign partnership 10% withholding tax as of Jan 1st and certain shit I hold is non tradeable
>Includes USO, UNG, CPER, SOYB, CANE, CORN
Well fuck how am I supposed to expose myself to commodities without futures trading now?

[Anonymous No.52926739]

>>52876487
Lmao

[Anonymous No.52926851]

It’s over

[Anonymous No.52926977]

I haven't done it in a while but if you want good value or dividend stocks look at the holdings of Peter schiffs europacific funds. They are publicly listed, same with crescatt, Sprott, extetera. Literally a good investing strategy is pulling up etfs like gdx, Sprott, whatever and using their holdings lists as a starting point for research.

When these funds go up, they will give extra torque to the individual stocks. This is almost the entire strategy behind uranium insider. Silj owns gogold and abrasilver for example. Ii think impact silver used to be on there as well hut it might not be. Kootenay silver might be another overlooked one. We used to love it back in the day but they haven't done anything with it. They have large proven resources and cash posistions.

[Anonymous No.52927899]

>>52915547
For me, it's CNRL

[Anonymous No.52928136]

Winter is here. Europe has no gas (supposedly) oil on a chart table standpoint is starting to put in a bottom. I have 15k in trillion energy. Is this the time to shine?

I only need ONE stock in my entire portfolio to do what it's supposed to do. Been waiting two years.

Abra silver.
Trillion energy.
Castor maritime.
Gogold.
Goliath.
Irving.
Impact silver.
Guanajato.
Encore energy.
Dennison
Lotus energy.
Nexgen.
Santacruz silver.
Athabasca.
Gunr.
Xop.
Urnm.
Global atomic.
Smr
Scottie
Lion one.
Salt.

[Anonymous No.52928171]

>>52928136
Gary says it's on for metals. David Brady is (basically) saying it's on for metals with only a little bit of his "two more weeks" faggotry.

Is this the time to shine? We've been waiting for fucking ever.

Has inflation been defeated? Is it over?

My personal prediction of the strongest trends over the next three months?

Gold up.
Oil up.
Stocks down. (Maybe and probably up)
Uranium down. (However the charts show an absolute bottom. Maybe a little more downside)

After the next year? Moon on all commodities and everything weve been talking about.

[Anonymous No.52928172]

>>52913581
>>52913602
Good eye

[Anonymous No.52928542]

Hope you fellas had a lovely wkend. My face hurts

[PAN MAN No.52929148]

>>52928542
its -35 out in my neck of the woods. It hurts to breath, time to be comfy inside.

[Anonymous No.52929911]

Wtf is happening with uranium? Why is it dipping so low

[Anonymous No.52929933]

>>52929148
Reading that made my balls cinch up closer to me. Brutal. I bet those creeks are fucking cold year long. I have to use a dry suit when I go into some of our water around NorCal cuz it's like 45°F in Trinity river until the dryest hottest days of summer.
I need to drag that dry suit out. I found an old lady on craigslist that has a super nice brand new pump, dredger, a floating work area to sluice. I wouldn't ever do that since it's illegal here. But if I had a nice fat hood on to keep from ice cream headaches, I know of a place on a set of falls I could drop into and move the overburden around then dredge out whatever was under that.
Side mount my tanks and just tie em off, switch them out ass needed. Until I was just too cold to take it. Would be a good summer project

[Anonymous No.52930651]

>>52928542
>My face hurts
from the coke? what is the card you use to cut it with say? Pickles, beer, roman candles, lines of coke, guns, shooting out the front door, what;s not to like.

[Anonymous No.52930685]

>>52929911
It’s over we will never need uranium again

[Anonymous No.52930728]

>>52930685
Aaahhhhhh

[Anonymous No.52930784]

>>52930651
Long night. Blew out a $20 booger this morning. I'm gonna have to start purifying the shit with the acetone. Notice the hoop house behind the target?
I think the card is something from hunting season in Idaho
I guess if you're on the res and have a fucking Indian with you, the. You can shoot tonnage of elk and other shit. Legally..
And they trade for weed which is even cheaper and more legalerly

[Anonymous No.52931427]

>>52928136
I'm also balls deep in Trillion. Snow is everywhere. Drilling is going well and sales have commenced, what more do they fucking need?
I hope this sudden break and crab under the 18day is just to shake out stops

>>52930784
Sniff a few drops of water and dissolve that shit in your nostril nigga. Ghetto but effective and you should still absorb it

[Anonymous No.52931560]

>>52928136
Based, I would love to have more cash to take some position like Lion One or Trillion. Being poor force you to sacrifice some good opportunity...

I might forget about Altiplano which I wanted to buy in January and put my small 1k5$ into Lion.

[PAN MAN No.52932498]

>>52929933
yep the creeks are always horribly cold because their run off from snow melt year round. Your face hurts after a good 15 minute dive even with a hood.

[Anonymous No.52932947]

Clean Air Metals is ready to rumble with non-dilutive financing...

https://cleanairmetals.ca/news-media/news-releases/clean-air-metals-closes-first-tranche-of-c-15-mill-122561/

[Anonymous No.52933910]

Truly over..

[Anonymous No.52935530]

>silver spot is almost $1 more than it was on the 30th
>silj is $1 less than it was on the 30th
Kek wtf

[Anonymous No.52935608]

Alright everyone. Hands in the air
It's penis inspection day

[Anonymous No.52935746]

Why the FUCK is ARIS Mining down 10%?????

[Anonymous No.52935830]

>>52935530
It means the equity market thinks silber is about to dump

[Anonymous No.52935851]

>>52935830
Is it?

[Anonymous No.52935908]

>vix spy gold and dxy all down

[Anonymous No.52936184]

AAAAHHHH SAVE US RED

[Anonymous No.52936340]

>>52936184
Red is currently shitting on his balls

[Anonymous No.52936434]

I'm dying over here. They want us to accept a lower standard of living. Fucking hell.
From the article
>Number one concern: how long on a single charge
And their solution is to get over that shit...next concern, please. I'm sure they won't uts say fuck you to every consumer concern. We have to regulate people's demand, that's how freedom works don't you know

[Anonymous No.52936562]

>>52936434

I have a feeling that in few years if we don't get radical battery tech advancements, EV's are going to be dead in the water and hydrogen is going to become the dominant alternative.
Really there's no reason for EVs to be the only way to go. They simply grabbed most attention in the last decade.

[Anonymous No.52936627]

>>52936562
>https://arstechnica.com/science/2022/12/mixing-diesel-and-hydrogen-provides-big-cuts-in-emissions/
From the article
>85% less nox
>26% more efficient
This is how you know it'll never happen. Energy independence is the enemy as energy is the lifeblood of economies.
Rudolph diesel told us after he won the gran prix. We will use every motor and fuel we can think of but will eventually come back to his inventions.

[Anonymous No.52937321]

>>52936562
personal vehicles are going to be priced out in favor of public transportation. There is no actual alternative. Americans can't stand sitting in the same small space as other americans so we burn 100x more energy to accommodate them. That's a luxury we're eventually going to lose.

[Anonymous No.52937514]

>>52937321
>Priced out
>By govt barriers, regulations, and subsidies
Capitalism did this

[Anonymous No.52937594]

>>52937514
the opposite actually.

People dislike public transportation so much that the government provides very little of it. When you do find 'public' transportation it's usually run by a private company for prices that as high or higher than owning and operating a car.

cars are hugely subsidized at this time. If we removed those subsidies most americans couldn't afford them already. But getting rid of them would require re-designing most american infrastructure and culture to the point where there'd almost certainly be revolution.

but this problem will fix itself slowly and naturally if we let it. We already see huge numbers of kids choosing not to drive. That fraction will presumably just grow over time as americans voluntarily give up cars because they'd rather spend their money on coffee and scarves.

[Anonymous No.52937664]

>>52937594
>More govt interference will fix this
>but this problem will fix itself slowly and naturally if we let it
Naturally that will not the be market that fixes it but the govt, correct?

[Anonymous No.52937692]

>>52937594
>kids choosing not to drive.
By being priced out, they clearly made the choice voluntarily.
Shit lads is there anything communism can't fix???

[Anonymous No.52937861]

>>52937664
>>52937692
I'm not saying it will be better

I'm saying the problem of energy scarcity going to fix itself via cost. And the solution isn't going to be more cars.

[Anonymous No.52937889]

>>52937861
>Energy scarcity
Two more weeks

[Anonymous No.52937948]

>>52937889
already discussed

when I was a kid you could drive a car that gets 8mpg all day every day on what a McDonalds worker makes. Now you can't.

energy has already gotten far more expensive to the point where kids can no longer afford to drive. That's just going to keep getting worse.

[Anonymous No.52937986]

>>52937948
So why does it the govt relax oil d and gas producers regulations and lower the taxes on energy?
Would that not make it more affordable?

[Anonymous No.52938003]

>>52937986
Doesn't***
I'm drivin

[Anonymous No.52938022]

>>52937986
yes of course

but all that oil and gas currently belongs to the government and they're leasing it out.

if we got rid of that system oil and gas companies would be forced to pay what private property owners wanted to sell the resources for, and that would drive the price much higher.

energy is completely subsidized in the US. 100% subsidy. The fact that it's also taxed and regulated means almost nothing.

[Anonymous No.52938041]

>>52938022
So there's no free market solution and the govt is the panacea ?
Us there anything that communism can't fix

[Anonymous No.52938065]

>>52938041
sure there's a libertarian solution

get rid of taxes and subsidies and let the price settle where it will.

then you wouldn't be driving because no landowner NEEDS to sell the oil gas and coal under their house.

[Anonymous No.52938113]

>>52938065
Then get rid of the govt ownership and leasing. Disassemble the entire governance around oil and gas. Fire all those busy bodies and govt drones

[Anonymous No.52938165]

>>52938113
yep

then you can't afford gas and neither can I

we trade a despotic government for a despotic corporation or millions of individual despotic property owners.

[Anonymous No.52938176]

Somehow the world that was build without the govt can't survive without the government
Ain't that quacking crazy Jimbo?

[Anonymous No.52938851]

>>52936434
https://oilprice.com/Latest-Energy-News/World-News/Switzerland-Considers-Electric-Vehicle-Ban-To-Avoid-Blackouts.html
We're coming full circle on the EV front lol. Also EV producers have jacked up prices massively even when consumers are incetivized with subsidies. There really is no benefit to owning an EV anymore. They are expensive to buy, expensive to repair, and expensive to refuel. And not to mention that they are inferior in cold weather and have less range than ICEs, and are dependent on a perfectly functioning electric power grid.

[Anonymous No.52938989]

>>52938851
https://www.lewrockwell.com/2022/12/no_author/fed-regulations-caused-more-crashes-injuries-deaths/
Surely they'll be able to regulate around that. Anything the govt doesn't like they can simply regulate around. And regulation is always better than freedom
The article above should illustrate the power of circumcized retardation

[Anonymous No.52939482]

>>52938165
>Despotic corporations
They don't have jurisdiction or access to the public purse