Stephen Valliance

"I used to think I was indecisive, but now I'm not too sure." Venture stock Investor. Canadian. #Gold #Mining & other interesting investments

[Stephen Valliance @StephenVallian1]

@GlobalCalgary They can fuck right off from asylum seekers! We don’t have the fuckin room!

[Airic @airic101]

"Make Madsen Great Again"

@RaymondJamesCDN initiates coverage on $WRLG.v $WRLG with an "OUTPERFORM" rating and a price target of CAD$1.40 📈📈

@WestRedLakeGold @Frank_Giustra @fioregroup
$WRLGF

Full Report:
https://t.co/T0V5jSoL1y

[Doc Jones Resource Investor @drjimjonesceo]

Set a reminder for my upcoming Space! https://t.co/S3NaTZV5xn .@AbitibiMetals $17 million in cash, $34 million MC, B26 now looking to become 30-50mt in Quebec #copper #gold #jrmining

[Aaron McMahon @AaronMcMahon5]

$WRLG.V 's highlight intercept of 16.69 g/t Au over 8m from 73m is very high grade, very thick and moderate depth (thickness and depth are down-the-hole): https://t.co/pwVpwNzTap

[Stephen Valliance @StephenVallian1]

Nice work $RHC.v.

100% increase in production with more room to go.

[Dean Nawata @deannawata]

👀 News Release Alert
@RoyalHeliumLtd ships trailers 10 and 11. Now on pace for 4 trailers per month.
Production zones continue to hit expected flow and helium concentrations.
$RHC.V $RHCCF

👇

https://t.co/WDpn2ZEfOm

[Dean Nawata @deannawata]

We are not a crude oil producer (that gets refined in Edmonton) we produce and sell from site the final product, like selling diesel, gasoline or jet fuel from site.

We sell now 99.999% helium to our customer, while we are “tinkering” with the plant. That’s like selling 94 octane gasoline right from site (not crude oil to a third party refiner who makes your product into gasoline)

I’m not fixated on future guidance, run rate will be what the plant is designed to produce - when it’s up to run rate capacity. Sell price is fixed, costs are relatively fixed (self powered). Some people asking what production rate is now(presumably to extrapolate future guidance), it is not yet consistent enough to give that.

The plant’s capacity is its capacity, not gonna be much more or less than that. Even if we bring the third well on, it will really only serve to extend the life of the Steveville pool(s).

[Stephen Valliance @StephenVallian1]

@Robert69619951 @deannawata Heard a lot of pressure / strong flow

@airic101

[Airic @airic101]

$LUCA.v

Compare these newly discovered 20m wide veins with grades as high as 20gpt #Gold to the existing NI 43-101 reserve of 2.55gpt Au.

Then compare the widths as mentioned in my previous tweet.
$LUCA $LUCMF

[Stephen Valliance @StephenVallian1]

With #Gold and #Copper blasting, $LUCA.V is becoming one of my top holdings.

Thanks @CEOTechnician, @airic101 & @DonDurrett

[Airic @airic101]

Don @DonDurrett discussing $LUCA $LUCA.v at the 24min mark https://t.co/P4pzq7hCJO. Don has LUCA pegged as a 7 bagger – which I obviously love (who wouldn’t). But I believe there are some forward looking fundamentals missing and therefore missed upside.

💥 AISC is currently $1,437 as per Q4 fins which is good as is, but I believe this will come down further for 2 reasons. Optimization at Campo Morado has been successful and we have yet to see these result reflected in financials. AISC at Tahuehueto in the 2022 PFS was $855/oz. While this cost may have increased slightly over the last 2 years, it is still likely significantly lower than the current average AISC and as production ramps up from 600tpd to the full 1000tpd this will bring down the average AISC.

💥 Revenue will increase due to increased production at both facilities (Campo Morado & Tahuehueto ), but also due to optimization AND separating the bulk copper concentrate at Campo Morado (which $LUCA has successfully done as per NR: https://t.co/3um7bsmPaf)

💥LUCA is aggressive in their production strategy. 60-70,000oz AuEq are targeted in 2024 (and as per Q1 production NR https://t.co/api5O12Mwm are pretty much on track with that run rate). Targeting 100,000 in 2025 and looking to 2.5x that there after. Campo Morado is operating at 2/3 capacity (1600/2400tpd). Tahuehueto has emmence upside as they are operating at about 60% of the 1000tpd facility but permits are in place to increase processing and double throughput at Tahuehueto from 1000tpd to 2000tpd.

💥 Campo Morado is cash flow positive and free cash flow will increase due to optimization and increased production. Tahuehueto is anticipated to be cash flow positive before end of 2024.

💥 Exploration provides blue sky. Both mines already have a long life of 10+ years, but have immense exploration upside

💥 What happens to free cash flow when gold goes up another $100? $200? Etc? Silver $5, $10, etc. That effect on FCF is gigantic.

This is my opinion. Could there be hiccups or unexpected hurdles, absolutely. Could another raise be needed, yeah. But I believe the upside here is drastically better than potential downside. The next 6 months are going to be very exciting, and the next 1-2 years of moving to 100-200,000 oz/year with exploration upside will be very exciting.

#Gold #Silver #Copper #Zinc #Lead
$LUCMF

[Stephen Valliance @StephenVallian1]

@deannawata @RoyalHeliumLtd Hey Dean, what about 40 mile makes it “high impact”? Why is it the focus now?

[CEO Technician @CEOTechnician]

It’s not often that one sees Newmont up more than 10% 📈 in a single trading session. $NEM

[Reads with Ravi @readswithravi]

There’s nothing wrong with being wrong.

[Elon Musk @elonmusk]

Most of history had and still most of the world has “might makes right” as the axiomatic error.

If any thought is given to it, you should obviously consider morality in the absolute! Deeds done determine good or bad, not whether one party is stronger or weaker than the other.

[Airic @airic101]

#CHOOCHOO

$VLT.v stock running away now - hitting $0.37!

$VLT $VLTLF

[Stephen Valliance @StephenVallian1]

@InvestorsFriend @Tablesalt13 Can you provide an example of what you are referring to? Edible divy from a publicly traded Canadian company? Thanks for clarification

[Stephen Valliance @StephenVallian1]

@CEOTechnician Came across $ZEUS this morning as well. Big volume today.

$BIG $BIG.V #Copper

[Stephen Valliance @StephenVallian1]

@airic101 Promo?

[Stephen Valliance @StephenVallian1]

Agreed. I’m long too.

$OCG $OCG.V

[Unacceptable Overalled folk96 @Railice96]

@airic101 this company is a pension builder..👀🤔🍁🏖️

[Airic @airic101]

Alex Klenman busy buying up $TCEC stock yesterday.

$TCEC.c $TCEFF #Uranium

7M lbs #U3O8 in the Athabasca Basin and only $2.5M market cap! 🤔

First 2 drill holes of this drill program completed yesterday.
https://t.co/uCecr4Frwh