Sebastian Ramirez

[Sebastian Ramirez @Seb_21]

@cckeleti

[CapexAndChill @CapexAndChill]

Adam immediately hopped on the pod with Giovanni to talk about how they are planning to take $APP to $1T: "To take it from this scale up and be worth a trillion, we've got to believe that we can get to $30 billion plus of cash flow a year."

E-commerce and CTV are existential for their next decade of growth. They have already architected the models to support this expansion and are building the data pipelines to handle it. Absolute cinema. Great pod btw 👇

[Sebastian Ramirez @Seb_21]

@latinmines Same thing here, the names that Im in keep delivering both in the exploration front and in the Operation one. Remains frustratjng to see that the unwind of fast money on etf of gold adn comm in general are creating such a impact in more iliquid names.

[Sebastian Krog @SebKrog]

30%+ cash position now, pitch me your best idea.

Criteria:
* Sub 1B market cap
* Profitable, or clear path to profitability
* Some kind of "value-unlock" (earnings inflection, change in capital allocation, divestiture etc.)

If you don‘t want to share it publically, my DMs are open.

PS: If I end up investing in it, I‘ll give you a lifetime comp to my blog.

[Sebastian Ramirez @Seb_21]

@fearanci @matiasacevedof Sin pandemia de por medio y con cobre por las nubes... La situación. Externa para boric fue abismalmente diferente que piñera 2

[Sebastian Ramirez @Seb_21]

@archi_tradition Buenos aires

[Sebastian Ramirez @Seb_21]

@hyunjun_h_choi @JigarShahDC In that sense, most likely scenario is that keepinh this tate is not sustsinable... The peaks loads decrease drsmatically once you add that much capacity

[Sebastian Ramirez @Seb_21]

@YellowLabLife Why not $minsuri1?

[Sebastian Ramirez @Seb_21]

@service_he62568 @pablopalazzi @service_he62568 please help

[Sebastian Ramirez @Seb_21]

@service_he62568 @pablopalazzi I have the same problem!!! Ive called several times and is extremely frusttating how hard is to unsuscribe for prime. Please help me

[Mark @Mark4XX]

🇲🇽 MEXICO'S MINING SECTOR PRIME FOR RE-RATING

The Sheinbaum administration isn't just approving projects—it's intentionally re-opening the entire country for mining investment.
✅ The Paradigm Shift: Federal policy has decisively moved from obstruction to facilitation.
✅ The Target: Clearing the 66 remaining stalled permits and normalizing operations by mid-2026.
This is a systemic, top-down green light for the sector.
The Scale: An $11 BILLION+ investment pipeline is now reactivated.
This capital will flow through the entire ecosystem—from majors to juniors, from exploration to production.

This is not isolated. It's a nationwide unlocking:
➡️ Zacatecas, Sonora, Chihuahua, Durango are the immediate beneficiaries.
➡️ The regulatory thaw sets a precedent for every mining state in Mexico.

⚡ When the permitting bottleneck clears, asset values are repriced.
Juniors are not just "de-risked"—their path to realizing project value is accelerated exponentially.
The market has not yet priced in this fundamental shift in administrative momentum imo.
🎯 The Juniors Are Primed: This policy shift is the tide that lifts all boats.
Explorers with quality assets now have a visible path forward.
Developers can finally advance projects toward construction.
The entire sector is entering a phase of fundamental recalibration.
🔍 Watch the Sector-Wide Move:
This is about a national sector re-rating, not just single-project news.
Watch These Names Poised to Benefit:
➡️ $SSV - Sierra Madre Gold & Silver
➡️ $GSVR.V - Guanajuato Silver Company
➡️ $AG - First Majestic Silver
➡️ $GGD - GoGold Resources
➡️ $KTN - Kootenay Silver
➡️ $GRSL - Gr Silver Mining
➡️ $DEF - Defiance Silver

#Silver #Mining #Mexico #Investing #Juniors #Commodities #Bullish $SSV $GSVR.V $AG $GGD $KTN $GRSL $DEF

[Sebastian Ramirez @Seb_21]

@jschaulsohn Convicción?

[Sebastian Ramirez @Seb_21]

@TDRementeria Jajajajajajjajajajajajsnsnnsnsnsjsjajajajjajs

[Sebastian Ramirez @Seb_21]

@PaulinaAstrozaS Ultra izquierda si, derecha no

[Sebastian Ramirez @Seb_21]

@flasalvio Payaso

[Sebastian Ramirez @Seb_21]

@RobertoMerken @paeguiguren Pero wn uds impulsaron los retiros... Como tan recontra care rajá!

[Sebastian Ramirez @Seb_21]

@sebastian_gray Es por que se van!

[Sebastian Ramirez @Seb_21]

@vidalcvale Jajajaja la pgu es de piñera

[Sebastian Ramirez @Seb_21]

@eugeneng @grok where is the link to. The bcg presentation?