Invesbolsa

[StockShaman ⚒ #PeakCopper AKA Greg Shafransky 🍌 @StockShaman]

Silver "What's not to like?"

[John Quakes @quakes99]

🏦Bank of America veteran #Uranium analyst Lawson Winder was on Cameco's call.📞👂 He knew EXACTLY what Grant was saying.😲 After the call he raised his #Nuclear fuel price forecast⏫💲🛢️☢️ to $130/lb by NEXT YEAR🎆😊 a +45% surge from $89 today!⚛️🚀🤠🐂🏄 https://t.co/yXJiYnHqi4

[Silver Gold News @SilverGold_News]

Citi says #Silver could hit $90 in next 6-12 months as investment demand recovers:

'Citi said it expects the global silver market to stay in deficit through 2027, supported by resilient demand from AI, 5G, and electric vehicles'

https://t.co/pyYc1exKwg

[Flash by StockSentinel.ai @SentinelFlash]

Thor Explorations Ltd. $THX.V
Operating Nigeria's only modern commercial gold mine, this debt-free producer leverages exceptional free cash flow to self-fund its massive regional expansion. The stock currently trades at a steep discount with a trailing P/E multiple of 2.84x compared to industry peers, largely due to its single-asset risk profile. However, this narrative is poised to shift rapidly as the company advances its highly economic Douta Gold Project in Senegal toward a final investment decision. With an established path to doubling its total gold output and transforming into a multi-asset enterprise, the business represents a highly asymmetric growth opportunity. Will the imminent transition into a diversified West African operator be the exact catalyst needed to finally erase the valuation discount and ignite a monumental market re-rating?

[John Quakes @quakes99]

🔭The #Uranium stars are all beautifully aligned today🌟🌟🌟⚛️⛏️ heading into what is typically a very strong seasonal rally starting in mid-August🌞📈 that over the past 5 years has returned an average gain of +40% by mid-October🚀 for Sprott Uranium Miners ETF $URNM 🤩🤠🐂🌊🏄

[*Walter Bloomberg @DeItaone]

BOFA SEES URANIUM RALLY CONTINUING

🔸BofA raised its 2027 uranium price forecast to $130/lb, implying ~52% upside from current spot prices.
🔸Bullish view is driven by tight supply, lower utility contract coverage (48% vs. 56% last year), and growing nuclear investment.
🔸U.S. plans include 400GW nuclear capacity by 2050, 10 new AP1000 reactors, and $2.7B for domestic enrichment.
🔸BofA maintained Buy on Cameco ($CCJ) but cut its PT 5% to $133 after higher 2026 cost guidance.

[Nostra Thomas 🇨🇦 @SloCan68]

Jovial claims of the S&P500 hitting 8000 and New All Time Highs in many #uranium equities like $CCJ $CCO.TO this fall, do not appear without much reflection and data. 💪

[Nostra Thomas 🇨🇦 @SloCan68]

Cameco's CEO @TimGitzel $CCJ $CCO.TO has said it plainly for years: "the #uranium contracting calendar starts in September. The World #Nuclear #smr Symposium is the kickoff‼️"

Here’s what the seasonal price action has looked like afterward 👀

[Willem Middelkoop @wmiddelkoop]

Gold mining shares are dirt cheap again (compared to gold)

[Otavio (Tavi) Costa @TaviCosta]

Gold vs. global money supply.

Arguably one of the most important macro divergences in the world today.

Long-term minded investors know what to do here.

https://t.co/PiboLjrWbS

[1000 Bagger Report @JoernGebert]

Silver's immediate target upon successful breakout is $82. The move could take a month or so..

[Peter Spina ⚒ GoldSeek | SilverSeek @goldseek]

If Clive Maund is right, THIS IS ONE HELLUVA TIME TO BUY (gold-silver stocks)!!

$GDX

[The Silver Baron @WVerily]

I certainly like this chart ⬇️

[JH @CRUDEOIL231]

Goldman on precious metal.

#gold $gld

[Financial Crux @FinancialCrux]

Silver approached a confluence zone of two support lines. The past 2 months were particularly tough given no material bounce. Just a slow and torturous grind lower. Whatever it is, silver investors could relax to some extent as it fell from $121 to $54. Downside is extremely limited, upside potential huge...

[Steffan Szumowski @UnoMasReactor]

UBS raising a uranium supply red flag:

"While the earth’s uranium resources are ample, the main challenge is timing: Many of today’s largest mines will see declining output or exhaustion within 10-20 years. The World Nuclear Association warns that output from existing mines could fall by about 50% from 2030 to 2040 as current deposits are depleted. Without new projects, the gap between rising demand and shrinking supply could widen dramatically, threatening the nuclear revival. Developing new mines is a lengthy process—often taking 10-20 years from discovery to production due to permitting, financing, and construction hurdles. The industry has been slow to invest in new large mines after a decade of low prices."

Couple this with a recent visual from Goldman, and it really makes you wonder where reactor owners are planning on getting their uranium from in the decades ahead...

[John Quakes @quakes99]

⚡️Here are Canaccord's reaffirmed BUY ratings and adjusted global #Uranium #mining #stocks Price Targets:⚛️⛏️🎯🛒🤠🐂

[Hedgehog Trader 🦔 @HedgehogTrader]

Jim Curry, Gold Forecast: Key Signal Forms for Gold "If a 72-day cycle low is in place (still speculation, until confirmed), then a sharp rally would be expected to play out into September, plus or minus. Stepping back, there should be another 72-day trough that forms into the early-Autumn timeframe. From there, a stronger rally would be expected to play out into February of 2027, or later." Read More: https://t.co/taM7N5kqU2

[Peter Spina ⚒ GoldSeek | SilverSeek @goldseek]

Clive Maund: STRONG SUPPORT *BUY ZONE* INCOMING FOR SILVER

The 45-year cup and handle breakout has now become strong support...

[Héctor Chamizo @hectorchamizo]

Sector de salud vs el SP500.

La entrada de volumen está siendo espectacular, justo consistente con un potencial suelo de largo plazo en el mercado.

Cuando la manada olvida un sector y algo empieza a cambiar, suele ser el momento para echarle un buen ojo.