Jacek

[Jacek @Altemajor]

@Macronextcom @NawrockiKn @SlawomirMentzen Na pewno podatek od PKN i to wsteczny pomoze w budowaniu zaufaniu do gieldy. Dokladnie tego potrzebujemy kiedy chcemy budowac oszczednosci prywatne nie w lokatach tylko w akcjach

[Jacek @Altemajor]

@CerlogicFounder You had to wait 5-6 years to make money. Buying and holding commodities during initial bear is next to impossible

[Jacek @Altemajor]

@minenergybiz Where are our M&As?

[Jacek @Altemajor]

@Kacper_PK_CH Did you have time to look at other latin agri- companies with land and crops production?
Cresud
SLC Agrícola
Brasil Agro

[Jacek @Altemajor]

@florentbtc @Kacper_PK_CH With thermal coal you have to be as cautious as with gas in terms of availability and cost of transportation. In remote locations and lower coal grades, higher API2 or API4 usually do not affect local prices. Did you find any good options?

[Jacek @Altemajor]

@Kacper_PK_CH Poland went the same way as France. 500 zl per ha should decrease cost by 15%. But it is retrospective subsidy- just a gift for someone who bought expensive ag chems in 2026

[Jacek @Altemajor]

@Kacper_PK_CH European method of doing business is always the same - subsidies are certain. But gas is expensive and Europe is structuraly short. If they fail to fill storage which is possible, agchems will be first to be cut. Eu subsidies will only help us make more money.

[Jacek @Altemajor]

@rynkowefakty Srebro albo obniza koszty wydobycia miedzi albo poprawia przychody- na pewno nie oba.
BTW podatek od wydobycia nie powinien rosnac bo ustawa przewiduje jego limit na wartosciach zblizonych do obecnie uzyskiwanych wiec teraz 100% przyrostu cen ag i cu -> zysk

[Jacek @Altemajor]

@CRUDEOIL231 @Andrzej68458785 You should be. High cost producer with cap on very high mining tax 55usd silver and 14,5k lme copper. Stable production. Biggest silver miner in the world. No material debt. Trading at deep discount. With some good options to expand production post 2030. Satisfactory reporting.

[Jacek @Altemajor]

@Kacper_PK_CH I am afraid demand destruction will hit first. As Eu producers are marginal producers - us counterparts will always keep them at marginal profit. At the same time supply of new us production (at so high margins this is certain) should be operational, start pushing prices lower.

[Jacek @Altemajor]

@Kacper_PK_CH ATT is the only one from developed markets with own suphur mine which is already starting to print money

[Jacek @Altemajor]

@skrupulatny @Bart_Wielinski @robertzielinski Pozew o znieslawienie ze wzgledu na koszt jego prowadzenia i praktyki sądowe najmocniej bije po kieszeni pozywajacego.

[Jacek @Altemajor]

@Kacper_PK_CH It should manifest but it might not. Trading in ag derivatives is often not following cause - effect pattern. I keep some etfs but all are futures based and there are no good large cap ag companies other than ag chems

[Kamil Galeev @kamilkazani]

Palantir delenda est

[Hubert Łępicki @hubertlepicki]

No hurry. Monday is fine.

[Jacek @Altemajor]

@Kacper_PK_CH Oil wake up should rather lead to further boost of PGM prices via forced recycling of surpluses of OPEC coutries and widespread allergy towards geopolitical and Trump risk in financial markets.

Thank you for best X investment feed! Weso��ych Świąt