Thiede Investments

Not financial advice.

[Thiede Investments @ThiedeInvests]

I expect Newmont and Barrick will print a 3 x when the #HUI reaches 1500. However, the really big money will be made with junior mines… $AG $AGAG.V $AGX.V $AAG.V $ASL $ASM.V $AUMB.V $AYA.V $BCM.V $BIG.V $BRC.V $CAMB.V $CKG.V $DMET.V $EDR.V $EXK $EXN $GLDC.V $GRSL.V $GSVR.V $HSLV.V $KUYA $LG $NEXG $OCG.V $POD.AX $SVRS.V $SSV.V $SPA.V $TUD.V $VCU.V $VZLA

[Thiede Investments @ThiedeInvests]

@duediligenceguy 😂

[Thiede Investments @ThiedeInvests]

https://t.co/BbVKdfksMF

[Thiede Investments @ThiedeInvests]

„My top silver mining stock $AYA is back at it's all time high. Meanwhile most other silver/gold mining stocks are 20% to 30% below their all time highs.“

[Wall Street Mav @WallStreetMav]

Silver is at $75 which is $45 per oz below it's all time high in January.

My top silver mining stock $AYA is back at it's all time high. Meanwhile most other silver/gold mining stocks are 20% to 30% below their all time highs.

Why is $AYA outperforming everyone?

- Producing 6 million oz silver now at Zgounder, their first mine.
- $250+ million in free cash flow
- Building 2nd mine, Boumadine, which will produce 37 million oz silver equivalent (gold, silver, lead and zinc) in 2029 or 2030.
- No stock dilution, 1st mine is so profitable that it funds the huge Boumadine project construction
- Revenue and profits will increase by 6x or 7x, even if silver and gold prices stay at the current levels. If silver and gold go up from here, Aya has even more upside.

[Thiede Investments @ThiedeInvests]

@Airaasayss 42

[Thiede Investments @ThiedeInvests]

Bitcoin in free fall. I get interested at ~$40K.

[Hedgeye @Hedgeye]

BREAKING: Bitcoin falls below $67,000, now down -$6,750 over the last 32 hours.

[Thiede Investments @ThiedeInvests]

$VZLA Mexican authorities have arrested a suspected cartel member associated with the killing of employees of Canadian mining company Vizsla Silver Corp earlier this year.

According to the Mexican Ministry of Defense, the suspect, identified as Gabriel „N“, also known as „Gabito“ or „80“, was arrested in the western state of Sinaloa. The arrest was made as part of a joint operation by the army, the National Guard and local security forces.

According to the authorities, the suspect was a regional leader of a criminal group linked to the Sinaloa cartel. He is said to have been involved in the kidnapping and killing of ten people who were in connection with a mining operation in January.

The Vancouver-based company Vizsla is developing a silver project in the region. The company had previously announced that it was cooperating with the Mexican authorities in the investigation.

The mining company resumed its work on site on the Panuco project in northwestern Mexico in early May. Last week, the company received state-subsidized financing for the mine.

[Thiede Investments @ThiedeInvests]

$BIG.V $VCU.V Copper is the safest bet on AI, which is why I believe we are only at the beginning of a multi-year copper supercycle.

[Thiede Investments @ThiedeInvests]

$AYA Aya Gold & Silver reaches a new all-time high and prepares to break out... 🥁

[Thiede Investments @ThiedeInvests]

$HYMC Hycroft Mining
•Hycroft Mining holds a Measured and Indicated (M&I) resource of 16.4 million ounces of gold and 562.6 million ounces of silver, established in an Initial Assessment Technical Report filed February 18, 2026, at metal prices of $3,100 per ounce of gold and $36  per ounce of silver.
•The company's enterprise value per silver-equivalent ounce stands at US$2 below the silver developer peer median of US$3 per ounce and the silver producer median of US$8 per ounce, per Bank of Montreal (BMO) Capital Markets benchmarking analysis dated February 9, 2026.
•Hycroft reported cash and cash equivalents of US$189 million and zero debt as of March 31, 2026, providing a funded runway of more than 3 years without returning to equity markets.
•An initial high-grade silver resource within the Brimstone and Vortex systems totals 90.2 million ounces of M&I silver and 299 thousand ounces of M&I gold at a 68.57 grams per tonne cutoff grade, with mineralisation confirmed open along strike and at depth.
•Two Preliminary Economic Assessments (PEAs) are in progress: the sulfide milling PEA targeting the second quarter of 2026 and the high-grade underground PEA for Brimstone and Vortex targeting early 2027, representing the key catalysts for a re-rating of the current valuation discount.

[MiningVisuals @MiningVisuals]

Charted: Copper Price, 1999–2026 📈

[Thiede Investments @ThiedeInvests]

$LG $LGCXF The Nevada-based company owns a historic mine that was previously in operation. It was mined from 1988 to 1994. They are bringing it back online and expect to receive full construction permits early next year. They will begin producing gold on-site in the third and fourth quarters. So this is a truly exciting time for the company and its investors.
In addition, their second facilities and a satellite operation will begin operations.
Lahontan Gold currently has 2 million ounces on paper, and there will be a new update on that next month. A massive catalyst for the entire year. Lahontan Gold is one of my top picks because it meets all my criteria. It has enormous scale and scalability and is located in a great jurisdiction. They have all the infrastructure in place. So it’s easy for people to understand, grasp, and invest in.
They will receive their permit in the first quarter, but construction will only take four to six months since the infrastructure is already in place. They will contract external construction companies.
For example, they have three drill holes with all the associated water rights and a substation on the property. So many of the things you typically have to do to prepare for mine construction aren’t even necessary for the company.
Lahontan Gold is also planning a resource update for Santa Fe this year. When such reports are prepared, data collection must be halted months in advance. They did that in January, but they have been drilling throughout the year. One should therefore read between the lines. And in September, there will be a PA update. That is the final document they need for their application to obtain the mining permit◽️

https://t.co/ecNVOWGkMT

[Thiede Investments @ThiedeInvests]

https://t.co/kOqOw63Ljw

[Thiede Investments @ThiedeInvests]

$BRC.V Blackrock Silver 🇨🇦 – 90% Increase in Indicated Mineral Resources & Updated PEA At Tonopah West Project
https://t.co/NP9mRcFXj3

[Thiede Investments @ThiedeInvests]

I expect that as soon as silver reaches its last all-time high of ~$120 again, our account, which we had in January, should be twice as high. Many gold and silver mining stocks are currently rising even when silver and gold are themselves in the red. We just have a gigantic repurchase opportunity.

$AG $AGAG.V $AGX.V $AAG.V $ASL $ASM.V $AUMB.V $AYA.V $BIG.V $BRC.V $CAMB.V $CKG.V $DMET.V $EDR.V $EXK $EXN $GLDC.V $GRSL.V $GSVR.V $HSLV.V $KUYA $LG $NEXG $OCG.V $POD.AX $SVRS.V $SSV.V $SPA.V $TUD.V $VCU.V $VZLA

[Thiede Investments @ThiedeInvests]

Whenever the TSX broke out, there was always an exorbitant gold and silver stock rally in the past… ‼️

[Rock Bottom Entries @RockBtmEntries]

Junior miners are now outperforming the majors.

The Venture is breaking out of a 10-year base.

This looks like the real deal - years in the making.

[Thiede Investments @ThiedeInvests]

@Markus_Krall Weiß man schon, was dieses Drittel geraucht hat?

[Thiede Investments @ThiedeInvests]

$VCU.V The sharp surge in copper prices will also provide a boost to gold and silver.

[Hedgeye @Hedgeye]

Copper hits highest monthly close in history

[Thiede Investments @ThiedeInvests]

$CAMB.V Cambria Gold - The stock is currently 15,65% in the plus 🔥

[Michiel Boelens @TheMiningBull]

Cambria on the golden road of the Lassonde curve towards production. It’s in good hands, cashed up. If they deliver as planned there’s a significant re-rating over the next 2 years.

[Thiede Investments @ThiedeInvests]

$BIG.V Hercules Metals 🧐

[MinerDeck @MinerDeck]

🇨🇦 Weekly insider buying highlights