Crypto➡️Silver

G’day

[Crypto➡️Silver @EyreLost]

🚀 My high-conviction micro-cap mining portfolio

This is where I’m placing my high-risk, high-upside bets in the resource space.
Early-stage, underfollowed, and mispriced optionality.

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🪙 $ETPMAG – Physical Silver ETF
Silver is a monetary + industrial metal with structural supply deficits.
$ETPMAG gives direct exposure to real, vaulted silver — my core hedge and long-term bull case on silver.

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⛏️ $ILT – Silver / Lead / Zinc
Located in a proven mining district.
If drilling continues to confirm scale and grade, resource growth + re-rating potential is significant at current valuations.

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⛏️ $GRE – PGM / multi-metal
PGMs are critical metals with tightening supply dynamics.
$GRE offers low-cost exposure to a potential PGM re-rating cycle, with the market barely paying attention.

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⛏️ $GRL – Silver-focused exploration
Historic district, now refocused on silver.
If modern exploration unlocks continuity and scale, this could become a pure silver leverage play in a rising silver market.

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⛏️ $DBO – Cu / Au / Ag exploration
Tiny market cap, massive torque.
One genuine discovery can change the valuation by multiples — classic asymmetric exploration optionality.

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⛏️ $CHR – Gold exploration
Gold thrives in volatility, inflation, and uncertainty.
$CHR is early-stage, but success in defining a gold system could drive a step-change revaluation.

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⛏️ $MHM – Historic gold mining district
Gold has already been proven here — the question is scale and execution.
If the project is properly consolidated and advanced, market recognition could follow fast.

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🔥 Why micro-caps?
Because when commodities run,
the biggest percentage moves don’t come from majors — they come from ignored micro-caps.

High risk. High volatility.
But this is where asymmetric upside lives.

I’m not chasing today’s price — I’m positioning for tomorrow’s re-rating.

[Godolphin Resources Limited @GodolphinASX]

$GRL appoints MST Financial to advance spin-out and IPO of its Narraburra #RareEarths Project into Matrix Critical Minerals, expected H2 CY26, with priority offer and distribution of shares to GRL shareholders, subject to approvals. Read more: https://t.co/fEhME1U5rr #ASX

[Godolphin Resources Limited @GodolphinASX]

$GRL has been accepted into the U.S. DIBC, providing engagement with the U.S. DoD via OTA frameworks, R&D programs and funding pathways in #criticalminerals and #rareearths.

Narraburra has produced two MREC samples enriched in heavy #REEs.

➡️https://t.co/vXH2fu96X2

[Godolphin Resources Limited @GodolphinASX]

$GRL has been accepted into the U.S. DIBC, providing engagement with the U.S. DoD via OTA frameworks, R&D programs and funding pathways in #criticalminerals and #rareearths.

Narraburra has produced two MREC samples enriched in heavy #REEs.

➡️https://t.co/vXH2fu9EMA

[Crypto➡️Silver @EyreLost]

@ASX_invest My #Platinum target for this bull run cycle is $6400

[Crypto➡️Silver @EyreLost]

@ASX_invest My #Platinum target for this bull run cycle is $6400

[David Bird (ASX Trader) B.Ed, CFTe @ASX__Trader]

Banks have quietly lifted fixed rates again.
Less than 3 months ago I locked mine in at 5%.
Today? They’re 1% higher.
All of CBA’s fixed rates now have a 6 in front of them.
That’s how quickly the tide can turn.
This is why timing matters.
This is why locking certainty matters.
And this is why understanding cycles matters.
Most people only react after the move.
The professionals prepare before it.

[GreenTech Metals @GreenTechMetals]

$GRE.AX is strategically advancing its #MunniMunni PGE-Copper-Nickel Project to meet global demand across the industrial, technology & green energy sectors.

With significant market deficits forecast for PGMs and base metals over the next five years, the company is focused on unlocking the full potential of this WA asset.

Read about #GRE's Munni Munni Project: https://t.co/vlGDjmcZMH

#GreenTechMetals $GRE #MunniMunni #platinum #palladium #copper #nickel #PGE

[黄金周期观测（AuCycleWatch）★gmy @hcjhcj666]

不用再去研究元素周期表，最有涨价逻辑的【稀有金属】全都整理在这里了:
钨、稀土（镨钕） 、铟、锑、锗、钼、钴、锂、硒、镓、钽、铌、铼、钛、铂族金属（铂、钯、铑）

2026年将会是，稀有金属>其他金属>其他大宗
稀有金属正从传统周期品变为战略资源，行业进入资源为王、龙头集中的高质量发展阶段

[The Silver Baron @WVerily]

@EyreLost Agreed.

Price to NPV is 22.4m/482m or 0.05 (base case) or 0.02 (upside case).

Market Value is 22.4m compared to Average Annual cash flow of $91M (base case) or $183M (upside case).

[Crypto➡️Silver @EyreLost]

$gre https://t.co/VoZOqkiK1a the drilling results must be on the way now… the best time to set up a position RIGHT NOW

[West_Perth_Ponderer💥🥩🥩 @ASX_invest]

My pick $FME $GRE

[Crypto➡️Silver @EyreLost]

$grl https://t.co/nT1c1MTuOz morning star $0.06， currently at $0.035.
Pre-tax NPV (7.5%): A1.088 Billion **IRR:** 40%
**Free Cash Flow:** A2.2 Billion
Payback: 4 Years
Price Assumptions (Spot as of Feb 2026):
Gold: US5,055/oz
Silver: US82/oz
Total Resource (MRE):
📍 17.52Mt containing 630koz Gold & 30.1Moz Silver (+ Zinc/Lead/Copper)
Low Capex (A$268M) + 12-year mine life. This is a massive scale-up for Godolphin!

[Crypto➡️Silver @EyreLost]

$grl $gre $wc1 #wc1
those who sold weeks before, will be regret and buying back later….
Next week you still have time…
#asx #silver #PGM #antimony #gold #copper #zinc #rees #Gallium #Titanium #Scandium

[Crypto➡️Silver @EyreLost]

$grl $gre #wc1（$wc1） if you know you know…

[Crypto➡️Silver @EyreLost]

$grl $gre #wc1（$wc1） if you know you know…

[Crypto➡️Silver @EyreLost]

LFG🚀 mate

[Rashad Hajiyev @hajiyev_rashad]

Silver failed to breakout yesterday, but continue to trade just under 3-week resistance. Silver continue to grind just under descending line since yesterday without any pullback. Today is a 3rd Friday, options expiration day - tricky day. Let's see how weekly candle close in metals, but something tells me that metals and miners are going to top higher...

[Rashad Hajiyev @hajiyev_rashad]

Gold is about to breakout from a triangle formation. Previous breakout from similar pattern resulted in 40% gain within less than 3 months.
40% gain from present price level suggests $7k silver, but final parabolic run in the present cycle could result in higher gold price by May 2026...

[David Bird (ASX Trader) B.Ed, CFTe @ASX__Trader]

Yesterday I showed you that the Energy sector was historically undervalued, flashing massive bullish signals not seen since March 2000.

Now let’s look at the Materials Index versus the NASDAQ — and you’ll notice something very similar.

Materials have underperformed the NASDAQ for the past 18 years and are now back at that same relative level. The ratio has just crossed bullish on the RSI, and for the first time it has printed bullish divergence off the recent low — a clear sign of waning downside momentum.

Coincidence that this is happening 18 years later, aligning with the land cycle? Maybe.

Coincidence that Energy is showing the exact same bottoming behaviour at the same time? Maybe.

But from this point forward, the probability strongly favours the Materials Index massively outperforming the NASDAQ and doing so for several years.

I’ll share a few more “coincidences” over the coming week.

[Bulls N' Bears @BullsNBearsWA]

Explorer @PEN_Energy has confirmed its Lance #uranium project in Wyoming, USA, remains on track to meet its production guidance of 0.4 to 0.5 million pounds of yellowcake this year.

$PEN #BULLSNBEARSWA #ASX

https://t.co/oE6GMMGahg

[Punk（2898 🙌💎） @punk2898]

投资的真相竟如此简单

- 在通胀的地方投资
- 在内卷的地方消费
- 在泡沫的赛道里赚钱

[M @Maggie191919]

⚡🔥 $GOOGL CEO亲口承认：电力正在成为AI扩张的最大瓶颈——真正的赢家可能根本不是芯片

当 Sundar Pichai 公开说“电力是AI扩张的最大约束之一”，我意识到，市场可能盯错了方向。

大家都在追 $NVDA。
但如果数据中心开始进入 GW 级别的能耗规模，瓶颈不在算力本身，而在“能不能供得起电”。

AI 上半场是 GPU 军备竞赛。
AI 下半场是能源与电网重估。

逻辑非常清晰：

如果算力需求指数级增长 → 数据中心功耗爆发 → 电力成为稀缺资源 → 产业链利润向能源端倾斜。

我把这条链条拆开来看。

第一层：发电端——直接受益

当长期购电协议（PPA）被锁定，电力资产的确定性现金流会被重新定价。

$VST

$CEG

这类公司拥有可规模化发电能力，尤其核电与稳定基载电力，对数据中心来说比“绿色标签”更重要的是“持续供电”。

第二层：电网与输电——隐形瓶颈

很多人忽略一个现实：
有电厂，不代表电能送到数据中心。

美国电网老化问题早就存在，AI 只是把矛盾提前放大。

$PWR

$ETN

电网扩建、电气系统升级、变压与配电设备，都不是可选项，而是必选项。

第三层：数据中心基础设施

GPU 功耗越来越高，散热与电力系统成为成本核心。

$VRT

它卖的不是“科技梦想”，而是机房运转的生命线。

第四层：AI Hosting 与能源套利

当电力成为稀缺资产，拥有低成本能源的算力运营商会获得边际优势。

$IREN

$APLD

本质是电力成本结构 + 算力租赁模型的组合。

我现在的判断是：

市场还在用“科技成长股”思维看AI。
但下一阶段的超额收益，很可能来自“公用事业 + 工业基础设施”的再估值。

如果AI真的进入长期资本开支周期，电力将从成本项变成战略资源。

你会继续重仓芯片，
还是开始提前布局能源与电网端？

📣 我会持续跟踪AI产业链中被忽视的利润转移路径，拆解哪些环节会真正拿到定价权。关注我，一起在共识形成前看清结构变化。