Long John Silver

Tracking trends in PMs based on geopolitics and global events. Observations, not advice.
Like ≠ endorsement. Don't be lazy, DYODD.
Self-sufficiency is a virtue.

[Long John Silver @Boombastic700]

"This is not innovation. It is exclusion."

#TechnoFeudalism

[Hillbilly @JamesHu27192912]

I can associate with this

[العنود 🇶🇦 @3nnadi]

Palestine couldn’t participate in the world cup because Israel killed all their players. Lets talk about sportsmanship then?

[Uranium and Commodities watcher @AndUranium]

Southern Silver (SSV)🚨🤑🔥
The Company is planning to incorporate the results of the 2025-26 Puro Corazon drill program into the much larger Cerro Las Minitas project which is expected to significantly enhance both the project economics and the mine plan...
👇

[Long John Silver @Boombastic700]

Weekend reading/research to do

[Uranium and Commodities watcher @AndUranium]

Sable Resources (SAE)🤑
Some greenfields with potential in Argentina...
Marketcap of 17,6 million at 0,055
Cash 16 million...
I like the Region: Mogotes, Filo mining, Ngex...
Risk/Reward 💥🚀

[Gp @GPs_capital_]

There are large differences between developers. The best ones can do it easily meanwhile most suffer.

This is why Magna's development economics are different from most juniors:

External mill access: Magna ships ore directly to Vale's and Glencore's Sudbury smelters under signed commercial agreements. No concentrator or processing plant needs to be built; the single largest capital cost item in a typical mine build is eliminated entirely. This is what makes Crean Hill's pre-production capex C$44M net rather than C$200M+.

All assets are past producers: McCreedy West, Crean Hill, Levack and Podolsky all have prior production histories. Underground infrastructure; shafts, ramps, ventilation, power connections and electrical substations already exists or can be rehabilitated at a fraction of the cost of building new. Permits, environmental baselines and community relationships are already established.

Underground connectivity: McCreedy West and Levack are physically connected via existing underground development. Personnel, equipment and ventilation infrastructure can be shared between the two operations, reducing both capex and ongoing opex for Levack's restart.

A cash-generating anchor asset: McCreedy West is in production today, generating real cash flow that directly funds the development of Crean Hill and Levack.

Management has operated these exact assets before: Jason Jessup and the senior team built and operated several of these same properties under FNX Mining before the KGHM acquisition in 2012. They are not learning the geology, the ground conditions, the mill relationships or the permitting environment they already know all of it.

Sudbury basin infrastructure: Road access, grid power, trained local workforce, two major smelters within trucking distance, and one of the world's most mining-friendly regulatory regimes. The basin has been continuously mined for over 130 years, the hard infrastructure problem was solved a century ago.

Together these factors mean Magna's capital intensity per tonne of annual production capacity is structurally lower than a comparable greenfield developer and its execution risk is materially lower than the market currently appears to be pricing in.

Read more about Magna Mining here:
$NICU.V $NICU.NE

[The Grayzone @TheGrayzoneNews]

The Grayzone's Max Blumenthal visits the Wall of Tears in Dearborn, Michigan

This heart-rending visual display memorializes the over 18,500 children killed by the Israeli military in the besieged Gaza Strip between October 7, 2023 and July 2025

Blumenthal reads the names and ages of several of these children, and places their lives in the broader context of Gaza's occupation, siege and genocide at the hands of the state of Israel

[David Lee @DavidLe76335983]

Poland is stacking up #Gold like there is no tomorrow
18 tonnes in May alone, 64 tonnes YTD
The low price is allowing Central Banks to buy aggressively

[Long John Silver @Boombastic700]

Winners never quit, quitters never win.

[David Lee @DavidLe76335983]

MSA will take a break from X until Christmas
The call for ATH remains

[Secular Talk ([email protected]) @KyleKulinski]

Israel is in this situation they're the one holding the gun

[Long John Silver @Boombastic700]

No shit, Sherlock.
Strange how people mistrust you when you deny the most blatant #genocide in history because it is streamed live on social media after being announced by the perpetrators.

[BBC News (UK) @BBCNews]

Trust in news hits a new low, research suggests https://t.co/ELtpyXUulg

[Long John Silver @Boombastic700]

Bring back physical buttons in cars.

[🤠 @heavensbvnny]

Remember, it's illegal to use your phone while driving. Instead, use the giant iPad built into the car and flip through 50 settings to use navigation or turn ac on.

[Long John Silver @Boombastic700]

Don't stay silent about the #GazaGenocide‌

[Michael T. Lester @MichaelTLester]

Remember those horrific pictures of Jews liberated from Auschwitz?

This isn't one.

This is a Palestinian man released after 26 months of Israeli "administrative detention." No charge. No trial. No legal rights.

"Never again" sounds noble. It just turns out it was never meant to apply to everyone.

The Israeli government currently holds roughly 3,500 Palestinians under this system, and has issued more than 100,000 such detention orders since 1967.

October 7th wasn't the start of this. It was a reaction to it.

Why don't we hear anything about this?

[Long John Silver @Boombastic700]

"Russia is our Rorschach test."

[Ignorance, the root and stem of all evil @ivan_8848]

🇫🇷French historian and anthropologist Emmanuel Todd:
https://t.co/5uIVK0yE8M
"Our Russophobia has nothing to do with Russia itself. It's a fantasy, a pathology of Western societies, an internal need to imagine a Russian monster. When speaking about Russia, the leaders of France, Great Britain, Germany, or Sweden are primarily talking about themselves. Russophobia is, without a doubt, a pathology. But above all, Russia has become an impressive projective test. Its image is similar to the Rorschach psychological test. The subject tells the psychiatrist what they see in random or symmetrical shapes. At that moment, they project deep, hidden traits of their personality. Russia is our Rorschach test."

[TheApeOfGoldStreet @TheApeOfGoldST]

If someone only shows winning trades on their feed, while posting every other day about joining their Substack, Discord, or any other paid service, take that as a red flag.

I joined plenty of those services 7 to 8 years ago when I was still an amateur. It is easy to paint a picture of easy wins. It is also easy for someone to go on a hot streak and actually hit most of their trades for a few weeks, or even a few months.

But be very careful.

Someone who looks like a genius during the first two months can become your biggest enemy once you start increasing your size, believing you can only win and that they have everything figured out. Be extra careful when leverage is involved.

I burned myself badly that way in my early days. I bought into fairytales sold by narcissists.

One of the biggest red flags is someone posting daily about how you can join their paid service, especially while constantly showing winning trades.

I run a service myself, but I do not chase members. I want to keep my circle small. I am not trying to fill up the community just to fill my pockets.

I have probably had 600 DMs from followers asking for a Discord spot, and I have declined almost all of them. I only open up 2 to 3 new spots when I feel like it, or when someone needs to leave because of whatever life situation they have going on.

The best traders and market players out there do not chase new members every day.

The ones who do, even if they are winning right now, are often just riding a hot streak. And from what I have seen over the years, those streaks usually end badly over time.

I have seen it come and go many times. And I experienced it first-hand when I was a subscriber myself.

What is crazy (out of own experience in the past) is that these people are extremely good in manipulating and dictating your picture of them - many create cult looking communities - where people keep believing in them no matter what is right in front of them.

Keep your head sharp.

Remember, nothing is ever as easy as it looks or sounds. And more often than not, the chickens eventually come home to roost.

[Thomas Massie @RepThomasMassie]

Can we just quit giving Americans’ hard earned money to this blood thirsty war criminal? Peace in the Middle East would follow quickly.

[Long John Silver @Boombastic700]

#ApartheidIsrael

[Amin Sharaf 🌍 @AminSharaf]

Am 4. August 1942 erließ der deutsche Nazi Generalfeldmarschall Wilhelm Keitel den „Geiselbefehl“.

Für jeden getöteten deutschen Soldaten sollten 50-100 feindliche Zivilisten (vor allem auf dem Balkan) sterben.

Er landete später in Nürnberg auf der Anklagebank. Das war schon damals ein Kriegsverbrechen.

Aus den Opfern von damals sind die Täter von heute geworden.

So tief bist du gesunken #Israel

[Seyed Abbas Araghchi @araghchi]

This is not a rant by a random genocidal lunatic. It's a public post by the national security minister of the Israeli regime.

The genocidal death cult headquartered in Tel Aviv is a threat to all of humanity. It threatens all humans. Its only interest is permanent war.

[Troll Football @TrollFootball]

2022 World Cup vs 2026 World Cup

[Long John Silver @Boombastic700]

Fuck you @FIFAcom and @FIFAWorldCup

You ruined #worldcupFootball

[Chiesa🇵🇹🇯🇵🇳🇱 @Hazariio]

Bosnia were cooking Switzerland then the ‘hydration break’ kicks in and unsurprisingly after it Bosnia lose all momentum and Switzerland score. This has been a problem ALL tournament. This simply has to stop, it’s becoming unfair.

[Long John Silver @Boombastic700]

Here we go. One day afte the signing of the MoU. Only 1 day.
https://t.co/VSHtknw66D

[Long John Silver @Boombastic700]

I'm afraid he's right. The US learned their own weaknesses. They will steal more oil somewhere in the world to protect themselves from the closure of SoH again and restart their aggression. Iran wasted the chance of a lifetime to seriously end US empire.

[Angelo Giuliano 🇨🇭🇮🇹 @angeloinchina]

I have a bad news: The new Iran “peace deal” is a textbook scam engineered to fail from day one >> just like the Minsk accords.

It’s not peace. It’s a pause.

The US empire is buying time, regrouping, and preparing the next round of aggression against Iran.
Ultimately, Washington’s goal remains regime change >> they’ll wait years, even decades if needed.
This interim framework > sanctions relief tied to vague “compliance,” uranium dilution, Hormuz reopening, and a 60-day window for more talks >> gives Iran some breathing room after US-led strikes while Washington resets for escalated pressure.
No real security guarantees for Iran, no genuine de-escalation, no trust.
History shows exactly how this plays out.
Iran gets limited cash flows from oil sales and frozen assets unlocked after enduring American aggression.
The US gets a tactical timeout to reposition, with weak promises that everyone knows won’t hold.

Same old script: kick the can, let tensions simmer, then justify the next wave of sanctions, threats, or attacks when convenient.

This is pure US aggression dressed up as diplomacy.

Manufactured “Israel vs USA tensions” provide the usual cover while the empire maintains its forever pressure campaign in the region.

No peace on the horizon.
This is just another delay tactic in America’s long war on Iran aimed at regime change.

Watch what the US does with any renewed leverage and how quickly the accusations restart.

Stay skeptical.