Ward Van de gaer

[Ward Van de gaer @WardVdg]

@Vandamme_Jeroen En inspelen op gerelateerde aandelen of dergelijke? Ik denk dan aan een Scottish Mortgage of de space etf van VanEck...

[Jurgen Vluijmans @jvluijmans]

Als je een deel van de winst wil moet je aandelen kopen en het bedrijfsrisico dragen. Werknemers krijgen hun loon voor de prestaties geleverd en een discretionaire bonus indien van toepassing. Verder aanvaarden ze dat hun vergoeding wordt afgetopt door het relatief risicovrije statuut.

[Ward Van de gaer @WardVdg]

@jvluijmans @MaartenVerheyen Ik heb k+s, nutrien (dankzij u) en cf industries. Zij beperken de verliezen.

[Ward Van de gaer @WardVdg]

@shanaka86 @JPieters1976 betrouwbare bron/account?

[Ward Van de gaer @WardVdg]

@HRutger14 @Roadtriptofire Klopt maar de pond staat wel heel laag momenteel dus kan wel een dubbele win zijn in dividendenseizoen.

[Karel Mercx @KarelMercx]

Last Friday was one of the largest silver selloffs of the past 275 years, yet physical silver still left the COMEX.

Since early September, COMEX Silver Registered has dropped from 200 million ounces to 100 million ounces.

The 3.3 million ounces that left last Friday were not stopped by one of the biggest silver declines ever.

Total COMEX inventories fell by 2.4 million ounces. This means COMEX Silver Eligible increased by nearly 1 million ounces.

For clarity, the definitions:

COMEX Silver Eligible

Silver that is physically stored in approved COMEX vaults and meets all requirements (purity, weight) to be traded, but no delivery warrant has been issued.

Meaning: This is effectively private storage. It is owned by investors, banks, or refiners, but it is not offered to settle a futures contract.

Analogy: A house that is fit to be sold, but without a “For Sale” sign in the yard.

COMEX Silver Registered

Silver that is explicitly made available for delivery to someone holding a long futures contract until expiration.

Meaning: This is the market supply. This is the silver actually available for immediate delivery through the exchange.

Analogy: The house with a “For Sale” sign in the yard. You can buy it immediately.

Important: A shift from Eligible to Registered (or vice versa) is often purely administrative (a digital push of a button). The silver itself does not physically move an inch inside the vault.

The most bearish scenario imaginable is that Registered, Eligible, and Total Inventory all rise. More silver enters the vaults than leaves. There is a surplus and little demand for physical delivery. Inventories build.

The very bullish scenario is that Registered, Eligible, and total inventory all fall. Physical silver leaves the vaults entirely. There is strong demand for physical delivery and the silver is not returned to storage, but likely consumed by industry or privately stored outside the exchange. This points to tightness.

Where we are now: Registered is falling, Eligible is rising, and total inventory is rising. This means physical outflows from Registered are larger than inflows into Eligible. Silver is being bought and moved into private ownership (Eligible rises), but even more silver is leaving the vaults altogether. The “free” supply is drying up rapidly.

In a few hours, trading in the East will reopen and they can react to what happened in the West while the East was already closed last Friday. From here, it is crucial to closely monitor lease rates, swap rates, and inventory data.

Last Friday was truly extreme and I will never forget it for the rest of my life. But the idea that silver is done rising just weeks after the US government labeled it a critical material and China tightened export licenses is something I simply do not believe.

[Ward Van de gaer @WardVdg]

@FinanceFilosoof Is er een specifieke aanleiding? Veel tegenstrijdige berichten hier.

[Ward Van de gaer @WardVdg]

@MaartenVerheyen Nu een turbo long op Chevron, wat denkt ge?👀

[Isa Yusibov 🇪🇺 🇳🇱 🇺🇦 @Isa_Yusibov]

Over Venezuela: Kremlin zal boze statements eruit gooien maar in feite is dit afgesproken met Poetin. Maduro (en Iran later) in ruil voor Oekraïne.

[Ward Van de gaer @WardVdg]

@Isa_Yusibov Ik vraag me toch telkens af wat het meest plausibel is, Kraznov of heeft Rusland (en Israël) een filmpje van Epstein gekocht?

[Ward Van de gaer @WardVdg]

@jvluijmans Stond ook in de top 5 van aandelen voor 2026 in De Belegger. Ik ben geneigd (beperkt) in te stappen.

[Ward Van de gaer @WardVdg]

@NicoInberg Discovery Silver

[Ward Van de gaer @WardVdg]

@PavelLatushka @FaktyTVN @TVN24BiS @OnetWiadomosci @wirtualnapolska @TVPWorld_com @PAPinformacje @RMF24pl @PolsatNewsPL @rzeczpospolita @gazeta_wyborcza @JPieters1976 @Isa_Yusibov this true?

[Ward Van de gaer @WardVdg]

@jvluijmans Absoluut! Ik heb Cameco en uranium trust en die doen het super! Qua mijnen heb ik Deep Yellow, +50% sinds aankoop een maand of twee terug.

[Ward Van de gaer @WardVdg]

@FinanceFilosoof Goud blijft alleszins stijgen. Blij mee.

[Isa Yusibov 🇪🇺 🇳🇱 🇺🇦 @Isa_Yusibov]

Poetins plan werkt: hij krijgt de Baltics kado. VS, noch de rest van de NAVO zal ingrijpen wanneer Poetin de Baltische staten binnenvalt.

[Ward Van de gaer @WardVdg]

@JPieters1976 @WaVerbrugghe Mag de vergelijking met Horst Wessel al gemaakt worden?

[Ward Van de gaer @WardVdg]

@JPieters1976 Gaan eten in de Früh.

[Isa Yusibov 🇪🇺 🇳🇱 🇺🇦 @Isa_Yusibov]

"Many alliance members already question Trump's commitment to their defense in the event of an actual Russian attack."
Goedemorgen😉 Europese landen moeten het eindelijk beseffen: VS gaat niets doen wanneer Rusland de Baltics aanvalt.

[Isa Yusibov 🇪🇺 🇳🇱 🇺🇦 @Isa_Yusibov]

NATO is not ready for anything. That's why Putin will invade the Baltics.
https://t.co/PoessKrsEa