DER GOLDREPORT - #Gold #Silver

German speaking newsletter for #Gold, #Silver, #Commodities #mining and #exploration #stocks since 2006. Nothing is financial advice!

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

Very interesting development for $SVM.ax $SVML

[Sovereign Metals @sovereignmetals]

$SVM #SVML #TITANIUM #MALAWI #JAPAN
Honoured to host Japanese Ambassador to Malawi NAITO Yasushi at Kasiya — our lab in Lilongwe and rehabilitation trial site.
Japan is a critical link between Kasiya's rutile and US aerospace & defence: Malawian minerals → Japanese titanium → American primes.
On the ground, the Ambassador saw our conservation farming program delivering ~6t/ha maize — 4.5x conventional yields — just 15 months after mining trials ended.
Allied supply chains, transformed Malawian livelihoods. That's the Kasiya model.

[Piotr Gośliński @GoslinskiPiotr]

GreenX / #GreenX / $GRX.WA

Potencjalnie jeden z ciekawszych tematów na 2H’26 (dali już ładnie zarobić
w styczniu), o którym często na „X” piszą:

@Robin25461631 @DerGoldreport @MMichalek91 @InwestujzAI

Gra jest nie tylko pod słynny wygrany arbitraż 1,3 mld zł vs bieżący cap 770 mln zł (trwają teraz odwołania), ale też nowe doniesienia związane z niemieckim złożem Tannenberg (liczę tu na pozytywy), a w tle również Grenlandia (projekt Eleonore North)

Spółka była na konferencji WallStreet i dało się usłyszeć, że będą aktywni w komunikacji w kolejnych tygodniach

Na ewentualnej korekcie jest to jakiś pomysł #mam

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

Will thermal #coal and coking coal manage to break out? From a technical standpoint, both are at critical levels.

[Ronnie Stoeferle @RonStoeferle]

Nice one by my pal @TaviCosta:

Capititulation?

[Ronnie Stoeferle @RonStoeferle]

Thats not how a secular bull market ends.

ht @topdowncharts

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

Central banks bought more gold in April

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global central banks acquired +17 tonnes of gold in April, the 2nd monthly purchase this year.

This marks a sharp reversal from March, when central banks sold -30 tonnes of gold driven by Turkey and Russia.

Poland led purchases at +14 tonnes, bringing its year-to-date total to +45 tonnes, with gold reserves now at 595 tonnes.

China added +8 tonnes, the biggest monthly addition since December 2024, bringing official gold reserves to a record 2,322 tonnes, or ~9% of total reserves.

China has now purchased gold for 18 consecutive months.

Central bank demand for gold remains incredibly strong.

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

$MNO.TO Meridian Announces FTSE Index Inclusion and Moves from SETSqx to SETS https://t.co/8vdQlGj89Y

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

Culico Metals Inc. weiterhin mit Potential? $CLCO https://t.co/rITUZ7Sq1F

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

PMET Resources Inc.: Neue hochgradige Entdeckungen $PMET.To https://t.co/fALZ8baU7G

[BP Silver Corp. @BPSilverCorp]

We're pleased to welcome Hernán Uribe as Country Manager Bolivia.

With 25+ years of international exploration and mine development experience, Mr. Uribe brings significant technical and operational expertise to support BP Silver's growth strategy in Bolivia.

$BPAG $BPSCF

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

$PMET.TO Resources Inc. $PMETF is pleased to announce that it has received a non-binding Letter of Interest (“LOI”) from Société Générale (“SG”), a leading international corporate and investment bank, in relation to potential project financing for the Phase 1  development of the Company’s 100%-owned Shaakichiuwaanaan Project, located in the Eeyou Istchee James Bay region of Quebec, Canada.
https://t.co/yrWeQVPttK

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

#GreenX

[GreenX Metals @GreenxMetals]

Polish institutional funds (TFI) were net buyers of #GRX in Q1 2026. #GreenX ranked among the companies where Poland's fund managers increased their holdings the most over the quarter. A vote of confidence from our Polish institutional base. @Parkietcom

https://t.co/g8zM8YDqxl

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

GreenX Metals: Explorationsziel für Tannenberg #copper $GRX.ax #kupferschiefer https://t.co/E4dBbWog1B

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

This would be a major and significant copper project for Germany and Europe, provided these goals can be achieved. #copper $GRx.ax

[GreenX Metals @GreenxMetals]

📢 #GreenX reports an Exploration Target at its Tannenberg Project, #Germany.

144–279Mt @ 0.9–1.4% Cu & 15–21g/t Ag for 1.3–3.9Mt contained Cu + 69–188Moz Ag.

👉Potential for a large-scale #copper and #silver deposit.

https://t.co/EjA49POG9J

#GRX #CRMA #CriticalMaterials

[Sovereign Metals @sovereignmetals]

$SVM #SVML #RareEarths
Monazite containing critical heavy rare earths confirmed across multiple Kasiya pits — including Year 1 DFS production.
▪️ DyTb + Yttrium ratios ~7x higher than the world’s 5 largest REE producers
▪️ Recoverable from the existing DFS non-conductor tailings stream
▪️ Potential 3rd revenue stream alongside rutile & graphite

https://t.co/D6xaMax33d

[Ronnie Stoeferle @RonStoeferle]

Real Assets vs. Financial Assets 1925 - 2025

One of my favourite charts from #IGWT26:

https://t.co/BGkjgmL4QW

[Marcin Michałek @MMichalek91]

Opisywany przeze mnie ostatnio Tunel Holstein nie jest jedynym obiektem infrastrukturalnym, którego dane geologiczne mogą posłużyć #GREENX #GRX $GRX przy rozwoju projektu #Tannenberg. Pomocny może okazać się również kolejowy Tunel Cornberg, a właściwie bliźniaczy tunel drążony tuż obok starego nie nadającego się już do użytku. Nie przechodzi on co prawda przez warstwę łupków miedzionośnych Kupferschiefer (choć napotyka na górne warstwy cechsztynu), ale na potrzeby rozeznania jego podłoża wykonano odwiert "0299 CT-NV 23 A Cornberger Tunnel", który sięgając na głębokość 197,5 metrów nawiercił Rotliegend (czerwony spągowiec), przechodząc tym samym przez cały cechsztyn wraz z Kupferschiefer. Otwór ten jest w bliskiej odległości od otworu "0040 B 5/37 Kupferschiefer Cornberg", z którego dane są w posiadaniu GreenX (jeśli dobrze rozczytuję to z mapy). Jeśli więc z otworu pod tunel kolejowy zachował się rdzeń, wówczas można traktować go jako bliźniaczy względem historycznego odwiertu. Prezentacja dotycząca tunelu zawierająca jego przekrój geologiczny znajduje się tutaj: https://t.co/0sKY0tZXNa, baza odwiertów natomiast tu: https://t.co/V5ASq8ARRF - ciekawych otworów, które mogą się przydać jest więcej niż oficjalnie wiemy.

[Otavio (Tavi) Costa @TaviCosta]

Gold miners are now doing more share buybacks than at any other point in history.

We have never seen anything remotely close to the scale of what is happening today.

This is a direct consequence of the extraordinary profitability the sector is generating at current metal prices.

https://t.co/eoj7D4wiYz

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

Never rest on your ores! $PMET Commences 2026 Summer-Fall Drill Campaign at the Shaakichiuwaanaan Property | PMET RESOURCES https://t.co/XP4OEWqvwH

[DER GOLDREPORT - #Gold #Silver @DerGoldreport]

Interesting news for the commodity sector

[*Walter Bloomberg @DeItaone]

🇨🇳 CHINA ACCELERATES MINERAL STOCKPILES

China will fast-track construction of strategic mineral reserves under new rules implementing a 2024 law, state media said Wednesday.

The regulations set a minimum five-year reserve term and ban mining or use of state-held minerals without approval. China has also signaled plans to expand copper stockpiles.