Honestly donโt see why we canโt just navigate the Strait of Hormuz with oil tankers crewed by violent prisoners, shave some years off their sentences, let Mr. Beast run the whole thing, ainโt that complicated.
Trump going from Venezuela to Iran is basically like me trading.
Venezuela? Perfect setup, worked but I sized too small.
Next trade? I am euphoric, I go 10x size on a shitty setup: Iran. It goes wrong. But I am trapped, keep adding size and blame the market for being wrong.
*Mining* silver? What? No mining. Why would you dig for silver? If you produce silver people will ask you how much and it will never be enough.
The second you mine your first ounce is the day you become a Utility. Why sell ounces to Chinese solar producers when you can sell warrants to Eric Sprott?
$11 AISC? Who gives a fuck.
It's not about how many ounces you can extract, it's about how many tons you can infer.
Cash flow is 2x dogs for like Wheaton Precious or Pan American Silver. It's about MAXIMIZING your NAV and raising capital based on rumors that the Alpayana Syndicate is considering a strategic stake.
Look at Hycroft. The company's got no production, Diane hasn't even built her billion dollar roaster yet her stock has 25xed!
The second the pumps finish and the silver comes out, the miner that was a 100x becomes a 1.5x loser. They have "labor" and "depreciation."
But not you. You're not weighed down by things like "remediation" or "Bolivian water regulations."
You're telling your investors you're using AI to interpret maps from the 1880s. You're sending crews to the Arctic to drill through three meters of ice in the dead of winter. You're looking at promising Deep Sea Massive Sulfide Deposits to extract silver from the tailings of Manganese Nodules.