Olivia
Online
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@Trustuff3
Joined December 2021
219 Following
33 Followers
3.7K Posts
How many lives does this poor cat have left?😂😂
An artist using an art to make an artwork 👏
Petroyuan is already in effect in the Strait of Hormuz toll booth.
Up next:
China suggests to GCC to sell all their energy in petroyuan.
They get free Hormuz passage.
China opens Shanghai Gold Exchange vaults, co-custody by Iran and GCC .
Iran and GCC are then able to convert their yuan surpluses in silver and gold.
Game, set, match.
Who to follow
I confirmed from multiple sources that there are 2 US brokers proactively making rounds of calls recommending clients to short silver because it will “meltdown” next week. What will be the trigger? The Bloomberg Commodity Index (BCI) rebalancing 🤦🏻♂️
⚠️ Alright, shall we do some easy math together to disprove this whole nonsense shall we?
1 - It is estimated there are ~108bn$ AUM tied to the BCI
2 - Silver weight will shift from ~4.49% to ~3.94%
3 - Those banks claim this will trigger Asset managers to sell ~15% of the Comex OI Equivalent to 78m Oz of silver or ~6bn$
4 - Now if you grab a calculator you will quickly realise how 0.55% of 108bn$ is ~600m$
5 - Are those banks willingly overestimating the amount of selling from strategies tied to the BCI or is just coincidence both are making the same mistake?
6 - Furthermore, $DJP and $BCI are the only 2 passive ETFs tracking the BCI, for a combined of ~2.5bn$ AUM or barely ~2.3% of the total AUM of the strategies using the BCI as a benchmark.
7 - The BCI index rebalancing was announced the 30th of October 2025 and anyone vaguely familiar with how Asset Managers using index strategies handle these events (or they trade to profit from them) knows everyone but ETF and passive funds will position in advance.
8 - With regard to the BCI, differently from S&P500 or Nasdaq for example, the passive investing tied to that index is minimal furthermore the total AUM are negligible compared to the total size of the commodities asset class. Consequently BCI rebalancing will be inconsequential this time in the same way they were in the past.
Feel free to DYOR and check my math here. Let me know if you get a different result. Or eventually let me know in the comments whether you agree with me this narrative has been crafted and pushed to institutional speculators to trigger short selling flow on silver because, perhaps, those 2 brokers might have maxed out their risk limits and cannot short more silver to try to control the price (but, of course, these 2 brokers collect client orders first so they are free to concentrate the execution in 3 specific part of the trading day achieving the highest downward effect on silver especially with current low volumes)
BREAKING 🚨: U.S. Treasury Market
10-Year Treasuries suffered their largest delivery fail rate in 8 years 🤯📉
CME raises Silver Margin Requirements to $25,000 🚨🚨🚨 This will be effective as of December 29 🤯👀
Talk about pouring gasoline on fire quietly… The more you learn…
“U.S. 401(k) plans can include precious metals starting February 2026 per a Trump executive order from August 2025.
This order directs the Department of Labor to clarify fiduciary rules by February 3, 2026, enabling diversification into alternatives like gold and silver, potentially channeling billions from $7.5 trillion in 401(k) assets into metals.”
Few people or experts even mentioned or talked about this… 🙈🙃😇
#Gold #Silver
🚨 URGENT
Two days ago I was contacted by a high-ranking employee of the French Government. After determining this person’s position and proximity to the French couple, I have deemed the information they gave me to be credible enough to share publicly in the event that something happens.
In short, this person claims that the Macrons have executed upon and paid for my assassination. Yes, you read that correctly. More specifically, that the green light was given to a small team in National Gendamarie Intervention Group. I am told there is one Israeli that is on this assasination squad and the plans were formalized.
Again, this person provided concrete proof that they are well placed within the French government apparatus.
Further to this point, this person claims that Charlie Kirk’s assassin trained with the French legion 13th brigade with multi-state involvement.
Journalist Xavier Poussard’s life is also at risk. This is deadly serious. The head of state of France apparently wants us both dead and has authorized professional units to carry this out.
I ask that every person RETWEET and share this.
I do not know who in the American government can be trusted, since this source claims our leaders are aware. But I have more specific information which is definitively verifiable, should they care to reach out to me.
To the brave official in France who did this because they were so moved by the evil of Charlie’s public execution to risk their own life— May God bless you. Truly.
Let all be revealed.
no surprise,
Look who bought the Gold price dip🇨🇳
And look who weakly sold off into it🌎🌍
This is the scene at Shuibei #Gold Market today
It is NOT panic buy by Chinese yet
There was a movie marketing event and a few movie stars were visiting the market leading to complete chaos
Unseen angle of Lionel Messi's Ankara Messi goal
Unreal
BREAKING: Core inflation now 50% higher than the Bank of Canada’s target, as Carney's money-printing deficits balloon the cost of living.
Six months into the fiscal year, still no budget. Yet spending is surging and investment is fleeing. That is the cost of Carney.
Honorable mentions for Beaver Creek. 15 stocks in random order.
(1) Silver Tiger. They would have made the list if they had a PEA for their underground mine. I do think it is a 10-bagger.
(2) Integra Resources. The only reason they missed the list is because I did nto meet with them. It's silly cheap.
(3) AMEX Exploration. I liked this project. Very close to making the list.
(4) US Gold. Not quite enough upside, but a very solid project.
(5) Silver X. This company is getting very close to joining the ranks of mid-tier producers. All they need is a plan and financing to fund it. Their recent PEA was a good step in the right direction. A good spec-bet.
(6) West Red Lake Gold. I like their potential and the location of their mines. Mid-Tier producers that only mine in Canada are rare and very valuable. I expect this company to find a way to grow production.
(7) Discovery Silver. To be honest, they should have made the list. I love this stock. Their Cordero silver project in Mexico is my favorite silver development project. It's going to generate a gazillion in FCF. Plus, their recent Porcupine acquisition was brilliant. It should be a 10-bagger.
(8) Avino Silver. How did I leave them off? My mistake. It continues to print as a 10+ bagger. All they need is time to expand production. It blows my mind a shark did not buy them out. Can't anyone do math? 8M oz x ($100 - $40) = $480M in FCF.
(9) Newcore Gold. I don't own this stock, but I will on Monday. I've had an eye on them for a few years, but the risk-reward has gotten too good to ignore. If you don't mind Ghana, then take a look.
(10) Scottie Resources. A bit early in their development cycle, but I like the path they are taking and expect them to find more gold. This project is going to work.
(11) STLLR Gold. They have 18M oz's of gold in Canada in good locations. Their FD mkt cap is $155M. And it's a development company. What's not to like? Very close to making the list.
(12) First Mining. They are finally getting closer to permitting their large gold project in Canada. It's a pretty good spec bet at this valuation.
(13) Americas Gold & Silver. I'm very impressed with Paul Huet, their new CEO. He is going to fix their Galena mine in Idaho. I expect them to grow into a large company. It was hard to leave them off my list. I expect big things.
(14) Denarius Metals. Their CEO, Sarafino Iacono, founded Gran Colombia, which became Aris Mining. He plans to build another Aris (large mid-tier producer). I expect him to succeed. This one is a good spec-bet.
(15) Freegold Ventures. They are working on a PFS to show the world it is a viable project. They will succeed at that objective. The NPV is going to be massive. I hope Kinross offers them a 50% free-carry JV. They couldn't turn that down!
Beaver Creek Conference Review! And the winner is… 1911 Gold.
This list is not ranked, but 1911 Gold was the clear winner. It wasn’t easy to make this list. There were many good stories this year. 11 stocks made the list. My suggestion is to buy them all.
Someone please write down the share price of each stock, and let’s track their performance. All of these stocks should be 10-baggers within 3 to 5 years. Best guess!
Note: Only buy these stocks if you expect $5,000 gold and $100 silver within 3 to 5 years. Why? Because that’s how I analyze stocks.
These are my notes from the conference, and they do not provide a clear description of each company.
(1) 1911 Gold
Fully permitted.
PEA Q1 2026.
Bulk sample (90,000 tons) in Q2 2026. $45M in profit.
PFS Q4 2027.
Once the PFS is completed, it will immediately be followed by a 2-month build.
Production in Q1 2027.
$14M CAD cash.
$75M CAD needed before production.
$45M CAD from bulk sample.
$30M debt financing.
No equity dilution is expected.
Production of 45K in 2027 at $1700 USD AISC.
Gradual ramp-up to 70K by the end of 2028.
Targeting 100K production by the end of 2029.
Mill can be expanded to produce 120K for less than $10M.
300K oz 6 gpt deposit 12 miles away. It will be added to production around 2030.
They have two discoveries to drill that will add ounces.
They will highly likely fill the mill by 2030 or 2031.
Prints as a 50-bagger at $5,000 gold at 120K oz of production.
Great location in Canada.
Large property with a lot of exploration potential.
Insiders, including Eric Sprott, won’t give this away.
The risk-reward is off the charts.
My Comment: I’ve always loved this project and knew it would work at higher gold prices. It was easy to pull off once gold prices rose. The mill and the deposit were just sitting there. This mine was valued at $1B in 2011. It will now reach that level again.
(2) Talisker Resources
Just began production in British Columbia at the Bralorne property (35,000 acres).
Using toll milling in 2026 and 2027.
Ramp up 40-50K production in 2026.
Ramp up to 90-100K production in 2027.
Begin production at their own mill (less than $100M capex) in 2028 or 2029.
They plan to use a modular mill that can be expanded as necessary.
They have priced the modular mill at $25M per 500 tpd.
The mill will begin at around 1000 tpd.
They are targeting 200K / oz year.
They have tested ore sorting successfully.
They plan to build the mill through their FCF in 2026 and 2027.
As a 100K/yr producer, they print as a 30-bagger at $5,000 gold.
My Comment: There were several big surprises this year at Beaver Creek. This was one. They were not supposed to reach 90K production in 2027. I asked the CEO how that happened, and he said access to capital. It allowed him to open another stope. This was a game-changer, and should propel them to 150K to 200K of production by 2030. This story is so good, that they could have easily been the winner. But 1911’s risk-reward is more compelling.
(3) Asante Gold
Recent deal to expand production in Ghana (West Africa).
I consider Ghana to be one of the best countries to mine in Africa.
2026 production at 400K at $1700 AISC.
2028 production 500K at $1700 AISC (they expect costs to drop).
2029-2030 production of 600K (my estimate).
Exploration is excellent. I expect them to reach at least 600K by the end of 2030.
Drilling both properties (60K hectares).
Trading at 1.8 FCF multiple runrate for 2026 at 400K ASIC $1700.
Strong insiders at 35%. Not for sale.
It prints as an 18-bagger at $5,000 gold as a 500K/year producer at $1700 AISC.
Note: it projects to a 20+ bagger as a 600K/year producer (which I expect them to reach).
My Comment: I recently purchased this stock when they made the deal to double their production. Investors are ignoring West Africa, and I knew this deal was too good an opportunity to pass on. I was right. I liked the CEO, and he will take this to 600K/Year production at very economic costs. This was perhaps the most anticipated meeting I looked forward to, and they didn’t disappoint.
Note: The stock begins trading in Toronto in 2 weeks. It currently trades OTC and in Vancouver.
(4) NexGold Mining
Goldboro (Nova Scotia) is expected to by fully permitted in Q4 2025.
3M oz deposit (open pit and underground).
On more equity financing of around $10M in 2026 to achieve construction-ready.
Construction expected in Q2 2026. 22-month build
Production in 2028 Q1.
Capex is $250M.
Debt financing for $175M to $200M.
An NSR will be used to offset some of the equity financing.
My guess is to expect around $25M equity financing.
Production (2 gpt open pit) at 100K/year at $850 AISC.
Underground of 1.7M oz at 6gpt is not in the DFS.
50K/year underground production in year 5.
50K/year open pit expansion expected.
Goldboro should reach 200K/year production.
Goliath (Ontario).
3M oz deposit (open pit).
They plan to begin construction at Goliath as soon as Goldboro construction is completed.
110K/year at $1100 AISC.
2-year build.
Production in 2030.
They should be a 250K to 300K/year producer in 2030 at low cash costs.
Goldboro alone at 150K/year production prints as a 30-bagger.
With both projects built and producing 250K/year, it prints as a 40+ bagger.
My Comment: If you follow me, then you know I mention NexGold quite often as one of my favorite development projects. I love the locations and the team. Plus, the projects are amazing, with low cash costs in Canada. You can’t beat that with a stick.
(5) Tudor Gold
20M oz project in British Columbia, Canada.
Pivoting to production.
Hired a new CEO who built and ran Brucejack.
PEA in 2026 (if there is 3M oz of economic grade gold in one area).
Planning to mine 8,000 tpd, which would be around 200K/Year.
PFS in 2027.
DFS in 2028.
Permitting in 2027-2028.
Possible construction decision in 2028.
Drilling to continue to understand the deposit.
Strong insiders. Not likely to be sold.
My Comment: This was a brilliant move by the board and my biggest surprise at Beaver Creek this week. They could have chosen to continue drilling and wait for an offer to be acquired, but would that have satisfied shareholders? Perhaps, but not nearly as satisfying as being the owner of a 200K/Year producer in Canada, with another 17M oz’s in the ground!
(6) Heliostar Metals
All production in Mexico.
2026 production at 60K/Year.
2028 production at 150K/Year at $1300 AISC.
Ana Paula.
$300M capex, paid for with 50% cash and 50% debt.
Production in 2028 at 100K/Year at $1000 AISC.
El Colorada.
Currently Producing 20K/Year at $1700 AISC.
$150M FCF 2026 and 2027 at current gold prices.
San Agustin.
2026 production at 40K mine. Only 14 month mine life.
Cerro del Gallo.
2.9M oz deposit.
100K /year at $1300 AISC.
PFS in 2027, then permit.
Production 2030.
San Antonio.
1.7M oz at 1 gpt AU.
$130 capex $890M NPV to product 80K/Year at $1100 AISC.
Needs permitting.
Cash: $30M, plus $9M warrants likely to be exercised soon.
Debt: None.
If we exclude San Antonio, we can expect around 220K/Year at $1300 ASIC.
With San Antonio, we can expect around 300K/Year at $1300 ASIC.
At 220K/Year production it prints as a 20-bagger.
My Comment: I am impressed with what Charles Funk, the CEO, and his team have accomplished in a single year. I met Charles last year at Beaver Creek and was so impressed with their story that I made Heliostar the #1 pick. They could have been the winner again. While it was about a 3-bagger over the past 12 months, they are still very cheap. This is a good story, and good team. It’s a 4-year development play with some risk, but if they pull it off, this stock is going to perform at higher gold prices.
(7) Gogold Resources
Los Ricos project in Mexico.
LRS (Los Ricos South). Underground mine.
108M oz at 308 gpt AGEQ.
Permits expected soon.
Construction likely in 2026, soon after permits are issued.
2-year build.
$227 Capex.
$140M cash in the bank.
Easy to finance the rest with debt.
6M oz at $12 AISC for first 8 years.
LRN (Los Ricos North). Open pit.
160M oz at 115 gpt AGEQ.
9M oz at $10 AISC for first 12 years.
DFS planned.
Once LRS is in production, they will build LRN.
My guess is production at LRN in 2030 or 2031.
Parral (Tailings production).
$36M FCF for 5 more years.
At 15M oz at $100 silver it prints as a 20-bagger (2030-31).
At 6M oz at $100 silver it prints as an 8-bagger (2028).
My Comment: I’m not excited about waiting until 2030 or 2031 for LRN to begin production, but this is a high-quality project with excellent FCF. It’s too good to leave off the list.
(8) Orosur Mining
High-grade open pit project (Pepas) in Colombia.
Maiden resource in Q4 2025.
Planning 300K/Year at 4 gpt for 10 years.
Planning to go straight to a DFS (Q2 2026).
Permitting begins after the DFS is completed.
Construction-ready likely in 3 years, but maybe 2 years.
6-month build.
Exploration potential is excellent.
3 contiguous properties in Colombia on 40,000 hectares.
Discoveries on all 3 properties.
Likely to expand production beyond 300K/Year.
Another large property in Argentina (El Pantano) that could be exciting.
50% insiders. Eric Sprott owns 10M shares.
Prints as a 50-bagger at 300K/Year production.
My Comment: This one sounds a bit too good to be true, but I liked the CEO. Plus, the drill results at Pepas have been excellent. I do think they probably have 3M oz. We will find out in Q4, when they release their maiden resource. The production path is very fast. Straight to a DFS only 6 months after the maiden resource. I like their exploration potential. I don’t think this maiden resource is the end of their resource expansion.
(9) Lahontan Gold
Open pit project in Nevada.
1.9M oz at .9 gpt AU (oxides and sulphides).
Recent drilling should increase the resource to around 2.3M oz.
1M oz heap leach (oxides).
2026 Q1 updated resource and updated PEA.
PEA from 2025 was 70K/Year with a 10-year mine life for the open pit.
The NPV was $500M at $3200 gold.
Capex around $150M, which they are confident they can finance.
They expect to be construction-ready in H1 2027.
Cost to get to construction-ready is $10M to $20M.
They are testing the sulphide ore using Cheasapeake Gold’s process and have good results so far.
They have excellent exploration potential, with 9 priority targets.
They have a resource target of 3M to 4M oz’s.
It is a past-producing mine and there is 170K oz of gold on the pad at .3 gpt AU.
West Santa Fe, which has 200K oz’s is not in the PEA. They plan to drill it in October and add oz’s to the next 2026 PEA.
Permitting is expected to be completed within 2 years.
It prints as a 15-bagger as an 80K/Year producer with a $1350 AISC.
My Comment: This should be an 80K/Year open pit to start. I expect them to find at least 3M oz’s, which should lead to production growth. That makes this a very cheap stock. Investors seem worried about funding the capex of $150M. I’m confident they can fund it after speaking with their CEO. Some are worried about the metallurgy of the sulphides, but they won’t mine those for around 8 year, and I think the Chesapeake process will work after early testing results.
(10) Endeavour Silver
Current runrate of 20M oz AGEQ at $17 AISC.
That is a current annual FCF runrate of $320M.
Recent Peru acquisition Kolpa.
5M AGEQ: 2M AG (will grow). $25M FCF.
Pitarrilla.
Expected production of 11M oz AGEQ at $15 AISC.
Capex $400 to $500M.
Production by 2029.
At 20M oz AGEQ production at $20 AISC, it prints as a 14-bagger.
At 30M oz AGEQ production at $20 AISC, it prints as a 20-bagger.
My Comment: At its current FCF runrate of $320M, it has 5 FCF multiple, which is ridiculous. It should have at least a 10 multiple, and then expand to at least an 18 multiple at $100 silver. Using an 18 multiple, it reaches a 14-bagger without any production growth (all we need is higher silver prices and multiple expansion). If you hold the stock until Pitarrilla is in production in 2029 at 11M oz at a low AISC, and this stock should fly at $100 silver. That is a long wait, but Kolpa should add some production before 2029. I was wrong about Kolpa (I thought they overpaid). It is already adding FCF and was an accretive acquisition.
(11) Jaguar Mining
Currently only one mine in production (Pillar) at 40K/Year).
Turmalina will return to production in 2026 after a tailings landslide.
They have to pay a $27M fine (to be paid over 5 years) for the landslide.
They have a new CEO who is implementing an aggressive strategy:
1) Maximize existing mines. 2) Exploration (5-Year plan to add 3.5M to 7M oz’s), 3) M&A.
Production guidance (all organic growth from FCF).
2026: 80K.
2027: 90K.
2028: 100K.
2029: 120K.
2030: 140K.
Exploration: 200K meters over 5 years.
I expect them to have exploration success so that they can start the 3rd mill currently in C&M.
Total Capacity: 6000 tpd at 3 mills with 2000 tpd each.
It prints as an 18-bagger if they reach 150K/Year, which I expect them to achieve.
My Comment: I like their new CEO. He is ambitious, smart, and clever. I expect him to succeed. He is the perfect CEO for the company. He has 30 years of experience in Brazil, building and operating mines. I think their production guidance will be substantially exceeded. My 150K/Year target is likely too low. If he fills all 3 mills at 4 gpt, that is over 200K/Year.
Patrick Bet-David warns that if a major left-wing influencer is taken out in the coming days, it won’t be by accident.
He says it would prove that an “outside country” is actively trying to push America into a civil war.
@davidbateman I wish I kept my position
#OPEN why is a ceo change causing this to surge to much
600m float
#OPEN STOCK
Half a billion float trading like a penny stock
The new norm
Wait wait wait wait wait…. We still have deeply negative outflows from gold stock ETFs!?!
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