JK

Project Manager | Engineer | Manage $100M+ Capital | Watching Stocks, Commodities and Real Estate | #Silver, #Gold, #Copper, #Uranium, #Bitcoin, #Energy

[JK @commodity47_79]

@FredKosters How many times has it touched zero in the last 50 years?

[JK @commodity47_79]

@VJNCapital Where is SpaceX?

[JK @commodity47_79]

@minenergybiz How is it calculated? Seems kind of crazy to be actually at zero

[JK @commodity47_79]

@calvinfroedge Those costs were over a decade ago. The AISC will be higher than $20/oz, especially if they are rushing to get into production.

[JK @commodity47_79]

@Arowynning @calvinfroedge If you remember this project with Aurcana, you would remember it wasn’t one of the good projects. But maybe higher silver prices solves some of the issues

[JK @commodity47_79]

@zequalizer @calvinfroedge The question is even if they do can they continue to operate it when they had issues last time around. How has management addressed it? Are they treating this mine as a failed mine due to low silver prices back then?

[JK @commodity47_79]

@Kealkill5 @calvinfroedge I think the infrastructure is more than 10 years old for a mine that hasn’t been operating

[JK @commodity47_79]

@ThePokeMD Modern cards and the artwork is more popular than vintage. Aside from base set Charizard, which is probably the most iconic card, the rest are modern. A mix of full art promo cards and alt art cards

[JK @commodity47_79]

There is too much focus on the supply side that is directly impacted. How about the supply side from different oil producing nations like US, Russia, Venezuela, etc and the demand destruction. The fact that the market demand stays static is quite ridiculous too

[Eric Nuttall @ericnuttall]

Of the ~36,000 well bores in the Middle East ~10,000 of them have been shut-in resulting in production down ~12MM Bbl/d. Sultan Al-Jaber of the UAE said will take at least 4 months to return 80% of supply. An oilfield service co. warned me of >700k bbl/d of potential capacity damage. Yet, a journalist today writes of a "flood" in a matter of weeks. No wonder consensus is so bearish!

[JK @commodity47_79]

@DonDurrett @Flex__J No one gets poor taking profits

[JK @commodity47_79]

@Mayhem4Markets Was that any different than Tesla vs the entire automobile competition though?

[JK @commodity47_79]

@nickgerli1 Back to normal

[JK @commodity47_79]

@pete_rizzo_ @Excellion It goes in cycles and it has always been, it’s crazy to think this time it would different and continue to go up because of the narrative and basically what happened was the opposite

[JK @commodity47_79]

@texasrunnerDFW Don’t even compare with Canada and Australia

[JK @commodity47_79]

@thirdmetax It’s the pikachus that will be a good chase like a mini subset that won’t be too hard to collect them all

[JK @commodity47_79]

Some guys are buying the dip and will be the bag holder for the top Korean stocks

[JK @commodity47_79]

@YYC_Confluence You can wait for a sale and negotiate the price

[JK @commodity47_79]

@randgroup These people need a course in making graphs correctly

[JK @commodity47_79]

@JSpitTrades To me it just looks like Jukan talking about Jensen talking about stocks, which may or may not be true

[JK @commodity47_79]

@3KComeback As long as it’s higher than future inflation then yes