seethetrees

Mine it, Extract it, or Grow it. Value & Invest in it.
Not trading advice. All trades are virtual.
DO NOT FOLLOW MY FAKE TRADES.
I AM NOT A FINANCIAL ADVISOR.

[seethetrees @seethetrees1]

FRESNILLO - relentless climb & 10 X ! -
$fres.l returns 10X on first buys in 21 months. Need +20% more for 10X on full position £5.34 avg cost. Congratulations to anybody else out there who held on. Amazing how mis-priced this was. $fnlpf $sil $silj $ag $paas $hl $cde #silver

[seethetrees @seethetrees1]

FRESNILLO - how did it go -
Exactly one year ago $fres.l was 441gbp, today 939 or +113%. I scaled in then making it my largest holding, avg cost 534 for 76% gain. Not reducing.
Buying largest #silver miner below cv19 low in 2024 = insane margin of safety & R/R. $pass $cde $hl $ag

[Anas Alhajji @anasalhajji]

⚡️A MUST WATCH: 👇👇👇

🔴Wisdom of the year: Do not panic. Be silent!

[seethetrees @seethetrees1]

@anasalhajji Great catch. Perfectly said. Wisdom. Sadly lacking in many other corners of the globe.

[Luke Cannon @lukecannon727]

“Michael, so you own 5% of all Bitcoin & decided you were going to sell some to test the liquidity?"

“That’s correct Dave.”

“And you did this immediately after using up your cash to buy back debt at an 8% discount?”

“I did, Dave.”

“So when you actually did what you said you were going to do, the liquidity test didn't go well?”

“Sadly true, Dave.”

"And you only sold 32 BTC, even though you knew that wouldn't be enough to cover the next year of dividend payments?"

"Yes, Dave."

"So in the process of selling BTC to try & save STRC, you ended up killing BTC, STRC, & MSTR?"

"Very astutely observed, Dave."

[Anas Alhajji @anasalhajji]

🔥This is huge.

🚨Princeton University Investment Company just walked back its divestment from publicly traded oil & gas companies.

💥If this becomes a trend, it’s a historic reversal.

https://t.co/hMLRnFiAew

[seethetrees @seethetrees1]

@adamtaggart and ..... max carnivore / keto / animal fat diet with minimal carbo, veg , fruit .... 3 months .... with your exercise discipline ... bye-bye-belly fat ....

[seethetrees @seethetrees1]

@adamtaggart do something governments would never do .... intermittent fasting !

[Peter Clack @PeterDClack]

Not 1°C of warming has been reduced. Not one life was saved. Not 1 ppm of CO₂ has been avoided.

The total climate price tag by 2050 will be $275 trillion—amounting to $9.2 trillion every single year (McKinsey, 2022). That staggering total is roughly 2.5 times the entire annual GDP of the world.

Not one life has been saved from a changing climate that could have been better protected by leaving cheap, reliable, traditional energy in place. This is the ultimate belief gap, and it's staggering.

While the UN chased a global wealth redistribution bonanza, the cost to our future has been colossal. Imagine a world we could have built if that capital hadn't been poured into a failed ideology. The UN wealth redistribution scheme didn't save the planet, it funded a new, fabulously wealthy, bureaucratic class.

Reality is finally calling in the debt.

[seethetrees @seethetrees1]

@jmillette77 or .... $eqx and $iag merge

[seethetrees @seethetrees1]

@badcharts1 $100 is closest from todays price slightly above $75 . So Majority think silver won´t moon buth remain bid between 50 and 100 ... miners will continue to enjoy fcf and balance sheet improvements

[seethetrees @seethetrees1]

@iGlobalGold $iaux I-80 Gold still compelling here, down from highs , fully funded, heading to 600K+ oz per year with multiple projects, + unique auto-clave , top exec team AND all in NEVADA !

[seethetrees @seethetrees1]

@Macrobysunil or just futures roll, closing positions at expiry ..... some what frequent end of month price behaviour

[seethetrees @seethetrees1]

@calvinfroedge seethetrees
@seethetrees1
·
2s
Well done. Only 35% ytd for my PF, but after the comex expiry this week with tptb keeping lid on metals, miners might just start getting a bid again from next week.

[seethetrees @seethetrees1]

@calvinfroedge A simple take. The all out effort to ensure a Massie loss was a trap for Trump to use the "steal" mechanism. Trump is now captured on another dimension. J6 , 2020, etc ... gets memory holed even further. All politics is a grab for power by any means.

[seethetrees @seethetrees1]

@marketplunger1 $rig $15+ by 2028 .....

[Dean Smith @DeanSkiMan]

$rig

[Schaeffer's Investment Research @schaeffers]

Transocean $RIG +7% after Elliott disclosed new position in 13F filing. Barclays upgraded RIG from "equal-weight" to "overweight" on 5/7. Stock's been grinding higher over recent weeks, pushing from mid-$5s as a string of higher lows signals steady dip-buying support.

[seethetrees @seethetrees1]

TRANSOCEAN - making another surge & 52w high -
$rig popping today. $7.42 +0.38 (+5.33%)
$val $ne $tdw $borr $SDRL .
Continuing to hold into 2027/28. $10 might even happen in 26.

[seethetrees @seethetrees1]

$rig $val profit taking after good run.
4.2% & 3.8%, respectively, of Oil services ETF $OIH
also has stalled momentum. IMO offshore goes side-ways for a time. Concern ! When combined RIG 2.0 will be 8% & #3 ahead of $hal in ETF ( #1 $SLB #2 $BKR ) !
WILL get rebalanced lower !

[Cycle Investment Strategy @cycle_strategy]

$RIG is setting itself up nicely for the next move higher after several weeks of consolidation following the breakout from its multi-year triangle. Very clean setup with a strong volume profile as well #offshore #oil

[seethetrees @seethetrees1]

$rig $val profit taking after good run.
4.2% & 3.8%, respectively, of Oil services ETF $OIH
also has stalled momentum. IMO offshore goes side-ways for a time. Concern ! When combined RIG 2.0 will be 8% & #3 ahead of $hal in ETF ( #1 $SLB #2 $BKR ) !
WILL get rebalanced lower !

[Baron of Ivy Grottage @ICBarrett]

I have found it quite odd this round of results / earnings calls has not had more (upward) effect on stock prices. Esp $RIG management saying likely to reach 100% floater utilisation sometime in 2027.

Is it just they'd had a great run & needed to cool off?

Is it some concerns over $RIG / $VAL acquisition going ahead?

Is it just market doesn't believe management after not being given any warning of this recent lull before it hit?

Concerns that the Iran war might lead to some sort of dislocations? E.g. I listed to @trader_ferg say recently that @gave_vincent sold his offshore drillers because he feared a short term capex freeze that would push out offshore driller contracting.

(As an aside I have noticed it is almost always a big mistake to allow short term fears to push you out of a medium / long term thesis you have great confidence in. Exemplar no. 1 still has to be Kuppy dumping all of his offshore positions ($VAL, $NE & $TDW) into Trump Dump because they might go lower / he wants to avoid big drawdowns. A v expensive mistake.