Bill Powers

Author, Analyst and Contrarian

[Bill Powers @billpowers1970]

@DonDurrett Hi Don, have you moved $TSK to sole holder of your #1 pick? Given that they have 3x the resources at 2x the grade of 1911 with a project already in production it seems like a no-brainer. Easy to see $300 USD per Oz in the ground on Bralorne or 4x current mkt cap.

[Bill Powers @billpowers1970]

@DonDurrett Talisker’s Bralorne is an incredible project that keeps getting better. On its way to 8 million ounces and $TSK soon to be valued in the billions.

[Bill Powers @billpowers1970]

@YellowLabLife @jtourzan I know you want to post $MUX

[Bill Powers @billpowers1970]

@RikoDiscovery @Talisker_Ltd Great interview!!!

[Bill Powers @billpowers1970]

@FredKosters Could this be a look-alike to the 77T vein that went down 2.2 kms? It is early but if these grades continue deeper they are onto something very meaningful. Your thoughts?

[Bill Powers @billpowers1970]

@KarelMercx @PeterRHann1 Hi Karel, Though this is not widely discussed I believe the reason is silver is disappearing is the shut down of the airport in Dubai. Silver and gold dore bars are flown in and 99.999% get flown out. Unless the airport opens and refineries re-open visible inventory goes to 0

[Michael Meding @mmeding]

Average time from copper discovery to first production: 16+ years. That means mines we need in 2035 should have been found in 2019 — and many weren't. The pipeline is thin. This is why existing advanced projects have enormous strategic value. #Mining #CopperSupply

[Bill Powers @billpowers1970]

@SFarringtonBKC @APKramar Hi Steve, current subscriber and love the service. Great pick with $DIN. While insider buying is nice, the share count was down a massive 15% last year due to huge buyback in Q4. Continued buybacks make the company incredibly attractive.

[Bill Powers @billpowers1970]

@DiMartinoBooth When you take out Amazon consumer discretionary has taken a horrific beating in the last year…. $LULU and $ANF down hard lately

[Bill Powers @billpowers1970]

@AmonkMonkey @Thomas_Buenger Is this the tin mine depicted in Poldark?

[Bill Powers @billpowers1970]

@profitsplusid Hi Bob, Given that Dubai seems to be completely closed and is the 3rd largest refiner of silver behind China and Switzerland, do you see lack of product out of Dubai leading to a squeeze? Or is physical silver market well supplied…Thanks

[Bill Powers @billpowers1970]

What a great interview!! Things just keep getting better at Talisker. Favorite part is the valuation target for takeover. Nice to see big numbers.

[Talisker Resources @Talisker_Ltd]

Terry Harbort, $TSK CEO, joined @RedCloudFS to discuss the Company’s exciting growth story, including production at the Mustang Mine, ramp-up activities, and advancement of the Olympus mine.

▶️ Watch here: https://t.co/OJgMoXRCCm

$TSKFF | #Gold | #TaliskerResources

[Bill Powers @billpowers1970]

@DonDurrett Further proof $TSK is the best development company out there.

[Junior Mining News @JRMiningIntel]

Talisker Intersects 52.2 g/t Au over 0.55 metres, within 19.15 g/t over 1.60 metres, from the 2025 Bralorne Gold Project Resource Conversion Program - $TSK.TO $TSKFF.US $TSK-WT.TO | CEOCA Breaking News
https://t.co/ZFdZxgMrHt

[Bill Powers @billpowers1970]

@CrweWorld Another great drill result!! With ore sorting $TSK will have Canada’s highest grade mine in H2 of this year. What is not to like?

[Bill Powers @billpowers1970]

@Oliver_MSA Life insurers are always the bag holders. The money printer will go brrrr when they need a bailout.

[Whitney Baker @TotemMacro]

In case you’re curious where the losses are, the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. They’ve been filling them with private credit and direct lending, all using the same private ratings agency to misclassify the loans.

[Bill Powers @billpowers1970]

@clairvoyant2035 @goldseek Agreed. It seems pretty clear to me that the pain trade is up. Until this changes there will fortunes left on the table by this wanting to sell but not needing to sell.

[Bill Powers @billpowers1970]

Hard to overstate the importance of this piece. If you think the metals bull run is over, read this… https://t.co/TbpA9BZyMt

[Bill Powers @billpowers1970]

It seems we are heading into the era of S&P, NQ and Dow down, rates up, dollar down and PMs, miners up. Take a bow for laying all of this out so clearly in recent months!!! Well done!

[Momentum Structural Analysis @Oliver_MSA]

All jokes aside, this latest development in the Fed situation is fascinating. If I were a holder (especially foreign) of US govt debt, I'd be getting increasingly nervous now about holding those paper assets. The hard asset bull market is so far from over.

[Bill Powers @billpowers1970]

@profitsplusid Thanks for the reply. I suspect the “sell to close only” would be coupled with cash settlement. This would destroy trading on the CME and put it into price irrelevancy. They are headed this way anyway.

[Bill Powers @billpowers1970]

@profitsplusid Hi Bob, do you think Monday’s margin hikes on Comex will hurt the shorts more? Seems to me a margin hike will force thin capitalized shorts to cover. What are your thoughts on this? Thanks