🇮🇱 Ben

Just exploiting the markets from time to time

[🇮🇱 Ben @Market_Sherpa]

@DorShinar הבנק יתנקש בך רק על המחשבה

[🇮🇱 Ben @Market_Sherpa]

@thehumanb0t תודה על השיתוף.
אתה יודע במקרה מה קורה בסיטואציות של הפקדה מעל תקרת המס באירועי דיבידנד?

[🇮🇱 Ben @Market_Sherpa]

@j16425646 Geo needs to sell some assets first

[🇮🇱 Ben @Market_Sherpa]

@HeadedNine Taking those two as the benchmark (from someone knowledgeable as you) just goes to show that even smart money still doesn't look at Royal Gold as those two. A lot of upside for those three top tier equities!

[🇮🇱 Ben @Market_Sherpa]

@GenY_Wealth @agnicoeagle @B2GoldCorp Why would b2gold sell goose now after all the pain? They have enough cash flow from Fekola now to support all requirements for Goose.

[🇮🇱 Ben @Market_Sherpa]

@Kacper_PK_CH @showychew77i99 Are you willing to miss it or are you joining the ride?

[🇮🇱 Ben @Market_Sherpa]

@Kacper_PK_CH True, but with debt at $40T and increasing extremely fast, their only way out of the next crisis is unleashing an unprecedented money supply. When? Nobody knows, but 5 years tops seems like a solid guesstimate.

[🇮🇱 Ben @Market_Sherpa]

@Kacper_PK_CH Are you willing to buy it for much higher if trend changes?
I truly believe that in a good case scenario rgld can easily be over $1000 by 2035. Nothing special needs to happen - it's just math.
In a good case scenario it can happen before 2032. I can't see myself missing this.

[🇮🇱 Ben @Market_Sherpa]

@Monkey198111 @Kacper_PK_CH This means a 10b market cap.
With over 400k geos and gold price over 3000 (not even talking about 4000) how do you justify it?
A 9x multiple for a top tier royalty company?

[🇮🇱 Ben @Market_Sherpa]

@MyBFadvisor @cousinbalin @lovemesexy8 @taobanker Exactly, there are several multiples simultaneously.
1 to 1.5 NAV, while NAV will grow both from increased gold price and growth they already paid for.

[🇮🇱 Ben @Market_Sherpa]

@rynokinsight Easy play for $rgld.
Deleverage, digest the sandstorm acquisition and buyback now. Hunt for acquisitions in 2027 with zero dilution.

[🇮🇱 Ben @Market_Sherpa]

@VulmearJ45663 @taobanker 100b market cap in the making.
The market is naive.

[🇮🇱 Ben @Market_Sherpa]

@Kacper_PK_CH $RGLD path to $1000 per share by 2035 is very, very clear to me
Accumulate and be patient.

[🇮🇱 Ben @Market_Sherpa]

@TheRoyaltyKing @rynokinsight I honestly feel that it's a blessing. Gold is down because of liquidity and sentiment, not because something fundamental changed.
Royal gold in 2031 can be EASILY valued above 50b market cap

[🇮🇱 Ben @Market_Sherpa]

@rynokinsight @TheRoyaltyKing I don't mind allocating 110% of my net worth to $rgld if it gets to below 14b market cap. Dead serious.

[🇮🇱 Ben @Market_Sherpa]

@lovemesexy8 Really hope they started buying some in the open market.
17b market cap is ridiculous.

[🇮🇱 Ben @Market_Sherpa]

@dan_tmt Thin orderbook I assume?

[🇮🇱 Ben @Market_Sherpa]

@RMiller77489648 Royal gold is my largest position by far. Can't stop buying at those prices... This is ridiculous.

[🇮🇱 Ben @Market_Sherpa]

@buyhighsellow11 אז מה האלטרנטיבה?
להחזיק חזק ולא להוריד או אפילו להעלות? יכול לקרות, אבל הדפסת הכסף שתרדש אחר כך לא תשנה את התמונה ואף תעצים אותה.

כל הדרכים מובילות לרומא - נכסים פיזיים ינצחו.