Nish

@20somethingadv

[Nish @ns241249]

@Tumbaa14 Revisiting an old thread, but I think the potential is monster on $3SLV.L for a second half of year rally on great re-entry, esp with the silver targets being thrown around $3SLV

[Nish @ns241249]

@fdkin1 @robprogressive Think this is the best middle ground option that I considered for my upcoming forever home purchase, although I opted for tracker for now (risky). Works for cash rich who've already invested. Downside seems to be tax on savings pot, or is it a current account with 0 interest?

[Nish @ns241249]

@TheApeOfGoldST Agree and gold $5000-5200. Then taper off June-July before another ramp up to all time highs gold 6500, silver 140 in Q3/Q4

[Nish @ns241249]

@DVSignals @garysavage1 Your tone is truly obnoxious. Unfollowed.

[Nish @ns241249]

@LoneGreyWolfUK Agreed, spread betting on options markets seems to be the clear winner, especially regarding leverage and tax. I've done very well (🙏) on the gold & silver 3-6m ahead options contracts via IG. Tricky game to play but I find AI explains trade logic, the Greeks and IV very well

[Nish @ns241249]

@GoldForecast Historically, gold peaks during the mid-point of a rate cut cycle before retreating until the inevitable QE monster push up occurs (like the grey bar). So in theory, the longer the pause in an extended rate cut cycle, the greater odds of this bull continuing I think

[Nish @ns241249]

@stageanalysis I'm buying our forever house on a UK tracker mortgage. Risky tactic but hoping for short term pain but a generational QE phase which hopefully drives rates down. Not expecting the 2010's glory years or COVID rates, but something closer to the 2.5-3% mark would be ideal.

[Nish @ns241249]

@killapabkai Agree with overall sentiment and 2 of those 3 drivers (rate cuts and real yield dropping to actionable targets), as we are not there yet on either. Silver outperforming (lower GSR) is the other indicator to track I believe, as late gold peak cycle behaviour. Less sure on DXY

[Nish @ns241249]

@Melendhar They changed their mind? 😂

[Nish @ns241249]

@DavidBrookes007 They changed their mind? 😂

[Nish @ns241249]

@ardent_investor @uselinkinv Agree with this, intraday moves conveniently stopping short of Monday high does seem ominous in short term. I closed out of options trades on Monday at 115 after the spike up. Waiting for a pull back to ~100 before a v short term entry trade towards 130 before summer lull begin

[Nish @ns241249]

@uselinkinv Silver can't seem to top 117 on multiple attempts since Mon. Short term top?

[Nish @ns241249]

@jfhksar88 Pull back to 100 then up?

[Nish @ns241249]

@AzogarCom https://t.co/k6wPTtQPSk

[Nish @ns241249]

@AzogarCom Lucas numbers are an alternative that could fit your modelling, worth checking out

[Nish @ns241249]

@GoldForecast @Michael61521180 https://t.co/sfU8XI6nS7 Q4 dip might be explained?

[Deiv @jtpdeiv]

Anyway. It's interesting to see how production in the last three years has been lower in q4 compare to q3 (it rains a lot in winter) so I am not worried about q4 2025. But H1 '26 will be important to check execution of growing production

[Nish @ns241249]

@Premski_SGP Although prior Q4 history may explain this: https://t.co/sfU8XI6nS7

[Deiv @jtpdeiv]

Anyway. It's interesting to see how production in the last three years has been lower in q4 compare to q3 (it rains a lot in winter) so I am not worried about q4 2025. But H1 '26 will be important to check execution of growing production

[Nish @ns241249]

@Premski_SGP Reasons behind Princeton tonnage mine and Galaxy grade drops leading to fewer ounces produced, lower than expectations? No mention in results statement.

[Nish @ns241249]

@ZoggiaDavide Interesting to know about Q4 history! Still a key hold in my portfolio.

[Nish @ns241249]

@Premski_SGP @GoldForecast thoughts on this pick?