Peter Gianulis

CEO of @A2GoldCorp. Founder and Director of Organto Foods. Love People. Love Freedom. Free Speech Advocate. Former hedge fund manager. $AUAU.V

[Peter Gianulis @bosterogriego]

Glad to see @Crescat_Capital join the group of critics questioning Flow-Through Financing. The defenders of FT will argue that it gets money inthe ground but will never discuss "at what cost?" Investors (i.e., non-Canadians) get thrashed because of poor pricing. It is exceptionally difficult for American or other non-Canadians to "invest" (not rent for 4 months) in any public company that has a Canadian project.

https://t.co/kb7BsvLIYh

[Peter Gianulis @bosterogriego]

Re-tweeting as a general response to all the questions. I am a shareholder of NSE.V. It is the single highest levered name to the Venezuelan oil industry in the event it opens up. One of the most seasoned and best CEOs in the junior oil & gas industry.

[Peter Gianulis @bosterogriego]

Yesterday, I discussed NSE.V as a way to speculate on the Venezuelan oil market. It appears that HFI Research came to the same conclusion. See below👇

Venezuela Regime Change And The Impact On The Oil Market, by @HFI_Research https://t.co/F4THr4fZAh

[Peter Gianulis @bosterogriego]

i have nothing against Peru or Mexico...they are decent jurisdictions....my issue is that they are operating or have projects in three different places....very difficult to manage this as a small company. I am not an expert on Bear Creek (i used to closely follow it over 13 years ago. No longer.

[Peter Gianulis @bosterogriego]

Spot gold per ounce just touched $5340!!!! An insane run. Miners should be hedging gold and silver while locking in fuel prices. The single best value (and it isn’t even close) are the junior miners who are cashed up and do not have to do any financings. Avoid the ones that will need to finance. Stick to safe jurisdictions. Buy the juniors that have good management, actual hard dollars invested (as opposed to having received free shares) and an actual deposit with resources or reserves. I would touch anything else. Good luck.

[Peter Gianulis @bosterogriego]

Good day. I used to follow it closely when they just had the Perú assets. I used to know the former CEO/Chairman, Catherine McLeod but have not spoken to her in over a decade. I am completely confused by their strategy. It is hard enough trying to build a mining company in one region....they are trying in three different countries. Makes no sense to me. That being said, it is not a company i closely follow but i have said that jurisdiction is probably the single most important thing today.

[Peter Gianulis @bosterogriego]

The only legitimate and potential replacement of the dollar would be gold (or a digital version of gold). No other currency has the debt and liquidity to replace the USD. If the dollar continues to weaken, the real risk is the sale of US denominated assets (in the short run).

[Afshin Rattansi @afshinrattansi]

🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon!

‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets.

Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold.

I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price.

They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out.

There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway…

I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’

-@PeterSchiff on @GUnderground_TV

[Peter Gianulis @bosterogriego]

The miners and the juniors continue to be extremely low. In many cases, your operating mining costs (mining and processing) are covered with silver or copper credits while the gold is essentially free. It is crazy. The juniors continue to be valued at 1%-1.5% of spot price (ie $50-$75 per inferred ounce versus historical means of 3%-5% of spot) not to mention that at these prices most heap leach operations are profitable at 0.15 g/t Au.

[Mark @Mark4XX]

UPDATE - M. OLIVER: WHY GOLD & SILVER MINERS ARE “FREE” RIGHT NOW

One of the sharpest voices in precious metals just explained why he's quietly reducing leveraged positions and piling into gold and silver mining stocks. His reason? They are absurdly cheap compared to the metals they produce—and the charts are screaming breakout.

THE HISTORIC VALUATION GAP
✅ Gold & silver miners (XAU index) are trading at only 4–8% of the price of an ounce of gold.
➡️ Compare that to historical averages: 25% of gold price during the 1980s, 1990s, and 2000–2008 bull runs.
🔥 Right now, miners are “dirt cheap” relative to the metal in the ground.

THE TECHNICAL SETUP IS PRIMED
✅ The XAU/gold ratio has been trapped in an 11-year ultra-low base.
📈 We're now challenging and rallying above that long-term resistance near 8%.
🚀 A decisive breakout from this level has historically triggered massive investor flows into miners.

SILVER MINERS LOOK EVEN MORE EXPLOSIVE
✅ When you zoom in on silver miners versus gold miners, the relative strength setup is even more compelling.
➡️ The leverage to silver prices is massive—if silver keeps running, silver-focused producers stand to outperform dramatically.

THE PORTFOLIO SHIFT UNDERWAY
✅ “I've already been lightening my position and moving more into junior miners.”
➡️ Preference is shifting toward unleveraged miners for the rest of this year and likely into next.
💥 “That's where the real bang for the buck comes.”

THE BOTTOM LINE
Gold and silver miners aren't just undervalued—they're at some of the cheapest levels in decades versus the metals they mine, with technicals flashing a potential explosive breakout that could attract a flood of capital.
Time to stop calling them “cheap” and start calling them opportunity.

HT: YouTube Jimmy Connor @Oliver_MSA

Current portfolio (DYODD)👇 https://t.co/ScZzMA7wKJ

#Gold #Silver #MiningStocks #PreciousMetals #XAU #JuniorMiners #BullMarket

[Peter Gianulis @bosterogriego]

Read this a few times. I have made this point on numerous occasions. The issue is that there is no viable alternative to the USD at this moment.

[Peter Schiff @PeterSchiff]

Trump has it backwards. The U.S. doesn’t subsidize the world; the world subsidizes the U.S. The dollar’s reserve-currency status allows us to live beyond our means. Soaring debt, tariffs, and military threats jeopardize that status. When it’s lost, economic collapse will follow.

[Peter Gianulis @bosterogriego]

Juniors are very cheap on a relative basis (possibly the cheapest of all time). Ultimately, they will play catch up and the move could possibly be explosive. Miners (and juniors by association) could be the single best way to play the sector. IMHO.

[Peter Schiff @PeterSchiff]

Silver was up 6.5% today, closing at a new record high above $92. Yet most silver mining stocks were down today. Gold also closed at a new record high, yet many gold mining stocks were down too. This is a gift. Buying precious metals miners now is like taking candy from a baby.

[Peter Gianulis @bosterogriego]

Many good juniors have risen 2x-4x and are still cheap relative to the physical metal. Input costs (namely, oil/energy) is a multi-year lows. Miners are printing money.

[Peter Schiff @PeterSchiff]

With silver above $80 and gold about to rise above $4,500, it’s really amazing how cheap precious metals mining stocks still are. In the very near future, investors will likely look back on today’s low prices and wonder why they didn’t take advantage of the obvious opportunity.

[Peter Gianulis @bosterogriego]

@MaryAnn2747 it could be many things (door opening or closing) but i argue that the probability has increased. Markets use probabilities to price in events.

[Peter Gianulis @bosterogriego]

The potential domino effect. The US overthrow of the Venezuelan government may have opened up the door for China to take over Taiwan (at the very least, the probability has increased). Almost 100% of AI Chips are manufactured in Taiwan (i.e. NVDA). The market will start "pricing in" this risk.

[Peter Gianulis @bosterogriego]

Yesterday, I discussed NSE.V as a way to speculate on the Venezuelan oil market. It appears that HFI Research came to the same conclusion. See below👇

Venezuela Regime Change And The Impact On The Oil Market, by @HFI_Research https://t.co/F4THr4fZAh

[Peter Gianulis @bosterogriego]

Investors trying to figure out how to play Venezuela. Integrated oil & gas plus the service companies will be the first at the table. I am playing New Stratus Energy (NSE.V) as their CEO is Venezuelan and has deep knowledge of Venezuela oil & gas. One of the top people and a small market cap. DYOD.

[The Kobeissi Letter @KobeissiLetter]

US OIL STOCKS REACT TO VENEZUELA:

1. Chevron, $CVX: +11%
2. Valero, $VLO: +11%
3. ConocoPhillips, $COP: +10%
4. Marathon, $MPC: +10%
5. Exxon Mobil, $XOM: +7%
6. Phillips 66, $PSX: +6%
7. Occidental Petroleum, $OXY: +4%
8. EOG Resources, $EOG: +4%
9. Devon Energy, $DVN: +4%
10. Kinder Morgan, $KMI: +3%

These stocks have now added +$100 BILLION in market cap on the news President Maduro being captured by the US.

US big oil has won again.

[Peter Gianulis @bosterogriego]

Have discussed this over the past 1-2 years. Gold has moved up over 100% in the past 18 months, senior miners have reacted by increasing 200-400%. Juniors are starting to participate but are still grossly undervalued as a % of spot price measure.

[Wall Street Gold @WSBGold]

🚨 Doug Casey says the real upside is in mining stocks, not just gold itself. He points out that miners currently have massive margins with gold around $4,000 and production costs near $1,500. Even after recent moves, miners are still historically undervalued and there is zero public participation, meaning the trade is still early.

He reminds us of past cycles:

"We've had about five major bull markets... when the crappy little stocks all go 10-to-1 as a group and some stocks go 100-to-1."
"I've actually had a thousand-to-one shot which has actually happened to me."

[Peter Gianulis @bosterogriego]

Markets have bounced and the VIX sits at 19 — complacency is back. I expect the correction to resume and accelerate from here. Continue to be short the QQQ @ $517. A major leg down could be coming. Not advice. Do your own DD.

[Peter Gianulis @bosterogriego]

Wild day.....my expectations are for a nice bounce in equity markets upcoming later today or early next week (VIX currently at 42, QQQ down to $427....21% down from highs in a very short period.

[Peter Gianulis @bosterogriego]

US10Y at 4.6% and US30Y above 5.1% — a major warning sign given the mountain of debt the US must roll over. Not a bad time to start legging into long US10Ys.

[Peter Gianulis @bosterogriego]

Wild day.....my expectations are for a nice bounce in equity markets upcoming later today or early next week (VIX currently at 42, QQQ down to $427....21% down from highs in a very short period.

[Peter Gianulis @bosterogriego]

VIX just hit 40! QQQ now down 10% in 36 hours. 20%+ correction has been reached. Sophisticated and experienced investors/traders should think about writing puts against any short position to slowly cover (or a cheap way to go long). Not investment advice. Do your own DD.

[Peter Gianulis @bosterogriego]

Gold down 2% today, Silver down 5%. Oil down 7%. Fuel is one of the largest cost in a mining operation (i.e., open pit mining). Margins for miners are still in tact.

[Peter Gianulis @bosterogriego]

Gold mining margin expansion since January 2023 is impressive. The big three costs: Labor, Energy and Cost of Capital are essentially flat since that period with gold prices up an impressive 50%. Huge cash being generated.