File: 20250925_151828.jpg (80.7 KB)

80.7 KB JPG

All in

>>24210265
wait people here actually use these buy now pay later schemes?

>>24210265
>Free one and a half month loan
#financialliteracy
#wealthmessage

>>24210265
That must feel good

You can rest now.

File: 1768283593506394.png (1.3 MB)

1.3 MB PNG

gimme that 10% per day imediately

>>24210274
Are you serious? People will go into payment plans to buy cheeseburgers man.

We're living in the era of the interest free short term cheeseburger mortgage and you're complaining about it

File: 1595332899200.png (1.4 MB)

1.4 MB PNG

>>24210282

>>24210318
<3

File: screenshot-.png (308.6 KB)

308.6 KB PNG

>>24210274
The average NPC does it, along with having multiple subscriptions for streaming / music services. They will also connect their card to an apple watch because it's like so cool and heckin' convenient to pay with right? They will inject themselves with mystery juice just so they can travool abroad for instagram updoots and be allowed entry to stadiums so they can participate in niggerball worship.

File: 1763943854247618.jpg (71 KB)

71 KB JPG

>>24210354
how do they even get the money to do/sustain all that, though?
that's all i care about

i don't imagine they're working at fucking lowes or mcdonalds like i'm gonna end up doing
so what's their trick?

>>24210361
They send debt recovery men to break your thumbs if you don't pay. In the past you worked it off at the debtor's prison but they shut those down.

File: 1776039913599019.webm (1.8 MB)

1.8 MB WEBM

Buy Snowline Gold

File: 1773587482333735.jpg (37 KB)

37 KB JPG

>>24210675
I wanted to. But your market opens so late. I'm retarded so I accidentally bought all Norwegian oil cept 30% physical gold to be the balance in my shitfolio. There's no saving me. Go on without me.

File: YARR.jpg (483 KB)

483 KB JPG

>>24210675
>Buy Snowline Gold
HIGHLY FUCKING BASED!

Also, much less based but has a better than average shitco fighting chance, YARR Mateys,

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2558-tsx-venture/yarr/201076-pirate-gold-intercepts-65-1-g-t-au-over-3-25m-in-new-rib-vein-discovery-at-moosehead.html

https://www.youtube.com/watch?v=0707Ww90PlI

Rock it red spam alert

File: 1753641649292655.png (904.3 KB)

904.3 KB PNG

>>24211953
where?

File: SNWGF.jpg (16.6 KB)

16.6 KB JPG

>>24210675
Leafbro, I'm liking the way we've traded the last 2 days, hope it continues and we get some big news or a TV pump soon. I think the war really brought out the short-fags and we're seeing some of those faggots getting out. We could get a yuge move up like 20%+ in a single day before long

>>24212607
Holy shit yes
I am le excite

File: Snowline WAGMI.mp4 (1.1 MB)

1.1 MB MP4

>>24212609
WAGMI

Copper showing some strength.

File: static-assets-upload9337692517933659658.png (638.9 KB)

638.9 KB PNG

My portfolio is more or less flat for the year. What about everyone else? I just wanted a repeat of last year and then be retired, now I am in limbo between having enough money to not want to work but needing to work because I cannot retire.

>>24210318
Why does this make me sad?

>>24212629
Up 13% YTD, down 3% over 3 months.

Opinions on these, any red flags you know from memory? I am guessing someone here may have already done a deepdive on some or all of them:

Rupert Resources
Goliath Resources
New Found Gold
Osisko Development
i-80 Gold
Getchell Gold

>>24212766
Can only comment on NFG and GOT, believe NFG is a buy at current price and 1-2 years away from a big move up. I held GOT for 4 years and did well. Absolutely grew to despise the CEO and sold and rotated it into more Snowline. Haven't checked their progress over the last year

>>24212766
>Rupert
should merge with the next door neighbor Aurion but both companies are too stiff about the merger price it seems. Rupert's project will certainly be a mine but a merger with Aurion would boost the mine to another level. Permitting here in Finland can take some time but there are no major impediments to the project's development as far as I know. Not a bad developer pick
>Goliath
I still don't really know what to make of it. The deposit seems alright but overhyped. Don't like the Crescat pumping. I guess I'm a bit worried about mining dilution but it's probably not a big deal. It will probably be a mine in the future but be wary of getting carried away with the 10+ Moz predictions which are likely way exaggerated
>NFG
Speaking of exaggerated mineral resources, these guys were endlessly pumped by the Crescat boys to be the next Kirkland Lake. In reality it's like 2Moz or something lol, and it's very nuggety stuff. I think they're merging with another company? Can't remember. Pass.
>Osisko Development
Osisko guys have a good track record. I'm personally not a huge fan of their project since it's kinda small but it will probably be a mine.
>i-80
hard pass. A collection of dog's breakfast assets in Nevada. Better off buying a royalty company that has exposure to their projects. i-80 has evaporated a lot of investor capital in the past few years. Can they make a profit for these projects, maybe, do I want to have anything to do with them, no
>Getchell
never heard

>>24212774
>>24212921
Thank you for the information kind sirs.

File: substack-93b150f7-68ce-4016-ad92-092454182acf.jpg (1.4 MB)

1.4 MB JPG

>Emerita is getting a bid from Denarius
LOL. What a way for this story to end if it goes through. Denarius is run by a Chairman who is just as morally bankrupt as the Emerita guys. The guy's name is Serafino Iacono, or "Fino", and he has a shall we say colorful past.

One of his companies, Pacific Rubiales, an energy company in Colombia (today known as Frontera Energy) has a long history of oppressing the locals around its project areas. If you were a local union leader, environmentalist or just an advocate of fair working conditions you ran the risk of being threatened, detained, tortured or killed. In 2018 after Frontera signed a $1.3M defense contract with Colombia's 16th Brigade, 200 soldiers and police officers, aided by two Black Hawk helicopters, raided the town on San Luis de Palenque where they arrested eight local leaders who had been leading protests against Frontera for alleged environmental damage and labor violations.

There have been other confounding developments, such as "Fino" and his friend Frank Giustra's jointly owned Pacific Midstream selling an oil export terminal to Frontera for 15x EBITDA in 2021 after buying the same asset from Pacific Rubiales (which later changed its name to Frontera) in the mid-2010s for A single-digit EBITDA. And then there's the hilarious case just a few years ago of Frontera, together with its JV partner CGX, losing their claim to a Guyanan offshore block where they had successfully drilled an appraisal well after failing to meet their contractual obligations.

It's fitting for a sleazy outfit like this to be acquired by a sleazy man like Fino. Pic related is the corporate structure of Pacific Rubiales. lmao

File: SGD 10B_Carson_Block.jpg (708.5 KB)

708.5 KB JPG

>>24210675
SNOWLINE CHADS: Carson is back

timestamp 22:43

https://youtu.be/fcKS5-CBCnE?t=1364

Have you noticed that there has been an about 10% premium for silver in Asia for pretty much the whole Orange Reich war?
If the middle east calms down the lid will pop of. But I do not know if it will. Hard to position in the near term. In the worst case oil could crash all markets, especially shiny rocks. When oil really starts running out everything will be sold. The modern world simply does not function without oil. Rick said he has freed some liquidity just to be sure.
One might say it would now be a great hedged position to be in oil and shiny rocks (especially royalties) and cash, but I have still been mentally in the last years 300% gains, chasing, which is seems quite stupid since the gains were actually made by buying and holding. In the following ten years buying oil will be a good trade even if you buy this local top, but how is this not just cope for chasing? Anyways, buy good companies, sell bad companies.

>>24213008
I haven't kept a super close watch but doesn't Shanghai silver always trade at a premium?

File: X.jpg (92.1 KB)

92.1 KB JPG

>>24213008
>Have you noticed that there has been an about 10% premium for silver in Asia for pretty much the whole Orange Reich war?

>Orange Reich

kek, yes, have been tracking that

>>24213022
yep, for the last year when I wake up around 4am the first thing I usually do after taking a leak is look at this gooks X:

https://x.com/oriental_ghost

China Ag price has been mostly around $9-$10 higher

>>24213008
I feel like regardless of what I do at this point I will regret it. If this somehow truly ends in a nothingburger (just a bit higher oil prices for a year or two) then I will of course regret that I didn't go all-in at current metal prices. My rational mind tells me to keep my current cash and wait for a big dip before going all-in

>buy good companies, sell bad companies
I have been doing exactly that today, reducing my self-made ETF and rotating that money into fewer solid companies instead. Feels good.

>>24210244
N

US Dollar tanking

>>24212766
NFG ftw

Literally my retirement plan.

File: 1774342380727036.png (167.7 KB)

167.7 KB PNG

muh liberty gold doin a lil sumn sumn.

File: 1764464346293496.jpg (169.2 KB)

169.2 KB JPG

I also boughted the flooded copper mine stock

File: Screenshot_20260414_171702_Brave.jpg (244.8 KB)

244.8 KB JPG

Thoughts on Comstock Resources down here?

>>24215663
Isn't that the walker river resources family? Or am I remembering wrong ?

Silver has broken key resistance at $78 and looking very bullish, let's fucking go. Posting this to jinx it because I still need to buy the dip

>>24215663
I'm a shareholder. The thesis is that nattygas needs to get more expensive in the medium term. Which would turn this shitco into something worth owning. They have privileged access to develop Western Haynesville which isn't that good economically speaking, but beyond that asset, Permian and Appalachia and there aren't that many places where new natgas supply can come from to meet the demand. So they can grow production into an expectedly better priced nattygas market in the years ahead.

File: screenshot--.png (462.1 KB)

462.1 KB PNG

GPG bros do you plan to sell immediately after the PEA pump or continue holding? I did my duty and added more today.

>>24216136
I plan on holding for a few months after at least, I think we're severely undervalued and it will take a little while to grow into a fair valuation post PEA release. I doubt we're going up 150% on the day of the release. I also think there's a pretty good chance someone will make a buyout offer within 3-4 months of the PEA release.

>>24216136
>>24216370
I'm expecting a capital raise following the PEA results. It's the typical junior miner move after big news like that

>>24216448
Could be, but they should easily have enough money for the PEA + summer drill program + years of G&A after as they only spend a million per year. But sure if they intend to move toward PFS right after they will probably need a few million. But most of the resource is indicated already so I don't think it's that much. Relatively low dilution risk with this name.

>>24216471
Smart companies raise money when they can get it at a good price, not when they need to raise. Only the very poorly run companies or companies with very poor access to capital end up in situations where they have to raise

File: GRAEME.jpg (53.8 KB)

53.8 KB JPG

>>24216493
>Smart companies
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1934-tsx-venture/bhs/201161-bayhorse-silver-announces-brokered-life-offering-for-gross-proceeds-of-up-to-c-4-0-million.html

>>24216604
Bayhorse needs that money.

Thoughts on the PEA, are we gonna make it? Very nice of Ian to delay it so I had time to buy in.

>>24217163
AISC mostly aligns with my expectations. $1,400/oz at $3,200/oz gold. Expect it to be closer to $1,600/oz at spot. I think I was actually expecting slightly higher AISC than that. Nice $1k/t NSR at base case assumptions; very economic to mine. I think the cost assumptions look realistic, but if fuel prices go higher you can probably go ahead and add 10-20% to the AISC due to the haulage needed. $250M capex is slightly higher than I expected but it still makes for a nice IRR and NPV. Don't like them using a 5% discount rate, will have to use a 10% discount rate in my own calcs. Probably has like $1B NPV10% at spot if I had to guess.

>>24217163
On capex they didn't go with equipment leasing which nearly all PEAs go with, that would have lowered capex by tens of millions.
Choosing a super high cutoff of 7 g/t is a bit weird and using the explanation that it's because of the off-take requiring minimum 7 g/t, that is obviously the average they would require. They are shipping 17 g/t average due to also ore sorting, so they could have easily lowered cutoff for a longer mine life.
But overall clearly still a very positive study that should wake up the market.

File: 1729091562861489.jpg (116.3 KB)

116.3 KB JPG

>>24217163
>>24217262
>>24217334
Won't have time to go through it for a few days. What's the Japanese milker size equivalent for the PEA?

>5,000 shares

>>24217361
nice, firm cup size B.

File: Japan Milkers.webm (1.9 MB)

1.9 MB WEBM

>>24217163
>>24217262
>>24217334
>>24217361
I see that my GPTRF is up 8% at the open, are we talking D cup PEA?

>>24217262
>>24217334
Let's fucking go!

>>24217361
I have 20k shares atm, not great but not terrible

>>24217364
Best size.

>>24217262
>>24217334
Let's fucking go!

>>24217361
I have 20k shares atm, not great but not terrible

Wtf 4chan better fix the jeetcode

>>24217380
Posting is horrible right now.

File: samurai .webm (1.9 MB)

1.9 MB WEBM

>>24217364
Firm Bs with great nipples are a win, thx Finbro, I trust your judgement implicitly

Market's melting up expecting peace to be declared.

>>24217728
dangerous time to be on the bid.

Added another 12k shares in GPG, I trust the plan.

Time to audit fort knox

https://www.moneymetals.com/podcasts/2026/04/15/whats-really-inside-those-fort-knox-gold-vaults-004837

>>24218335
sorry narrative moved on from that already. It was always just a political slogan

>>24218301
Yeah I'm holding as well. A bit disappointing market reaction today but that only makes it more likely we get an acquisition bid in the coming months. Solid hold here, we have an upcoming drill program as well to keep the news flowing.

>>24218456
who do you think would be the likely acquirer(s)? It's a fairly small asset in Alaska. Any operators that come to mind?

>>24218462
Coeur is the obvious candidate. They have been pretty active acquiring others recently and they have an operating mine (and mill) nearby. Other than them I'm sure there are a number of others that are also interested.

>>24218383
They're saying it's there but it's not pure.

File: IMG_8922.png (483.9 KB)

483.9 KB PNG

Iz we getting a rebound?

>>24218760
Deaf cat bouance

bit underwhelmed by the Kasiya DFS from Sovereign Metals ngl, might sell some shares fr no cap

>>24220279
Titanium market's in a bad place.

>>24220279
I haven't read it yet though, which parts are disappointing?

File: Japan.jpg (349.2 KB)

349.2 KB JPG

>>24220279
Snowline is on sale, next silver price pump I might be taking profits on Guanajuato and GoGold and add more Snowline

>>24220585
Pre-tax IRR is in the low 20s, and depending on what kind of fiscal deal they can make after-tax should be somewhere in the mid to high teens. Post-tax NPV8% will be $1-1.4B. 25% lower rutile and graphite prices pull down the pre-tax IRR to like 17%. It's relatively insulated from diesel prices rising on the operating cost side (+10% diesel = -1% pre-tax NPV8%) but once inflation hits the sector the second order capex costs will be pushed up. I do like the REE upside which is still to be quantified as they begin to study it. Of course if rutile and graphite prices go up no problem, but when your average gold project outperforms on basically all fronts at $4,000/oz price assumption it's really difficult to be super excited about Kasiya
>>24220629
I already own some SGD, and the sale was like a month ago. Oil stocks are on sale today though, Exxon and Chevron have pulled back down to pre-war levels

>>24220643
I'm still going to hold on to my shares. I like the phased construction plan given the market conditions, and the land rehab work they're doing is impressive. If Rick Rule starts pumping the stock again I'll start selling.

>>24220666
I will also remain a shareholder. Just thinking of reducing my position a bit.
>If Rick Rule starts pumping the stock again I'll start selling.
me too, Satan, me too

File: Inst.jpg (406.9 KB)

406.9 KB JPG

>>24220643
>I already own some SGD, and the sale was like a month ago

The bigger sale, true, but still on sale. It's not possible to have too much SGD

>>24220963
Never marry a single stock.

File: 1727693365390265.jpg (298.2 KB)

298.2 KB JPG

>>24220978
I have 30+ more stonks, but am balls deep SGD. Institutions and I were busy loading up recently from the weak hands shakeout of scared retail who couldn't stomach the TACOs

>>24220999
>I have 30+ more stonks
"No one ever got rich from their 7th best idea"

>>24220963
it's not really a sale anymore. More like a fair deal at the moment. The sales are when people are giving away shares. Time weighted, the share price is around fair value today.

File: kek in Japanese.jpg (796.5 KB)

796.5 KB JPG

>>24221023

File: milker DD.jpg (1001.7 KB)

1001.7 KB JPG

>>24221024
I'm still buying and think it's currently way undervalued with a ton of potential upside left, but it is up almost 20% in the last week so I see how you can think that

>>24210354
Damn, I really start to become skeptical of normies.

>>24221042
Why didn't you buy a month ago instead?

File: sgd.jpg (91.6 KB)

91.6 KB JPG

>>24221053
did, been buying till I run out of powder and then try to find a way to buy more

File: Screenshot_20260416_111838_YouTube.jpg (528 KB)

528 KB JPG

What does this mean?
https://youtu.be/0a-AmVGz-TA?si=H8rK3ZH7vlW5gDG5

>>24221064
uhhhhh leverage bro? with the Jews you win

File: 1735790950805412.jpg (193.4 KB)

193.4 KB JPG

>>24221092
I don't do leverage or ever short, believe that with my skillset the math is against me. A resource-tard has got to know his limitations

I own some Chesapeake and added a bit more today. Hopefully their sneedoil extraction technique works out. Just feels dumb not to own some stake in one of the largest deposits in the world

>>24221320
Same here actually. I added to my underwater CRK position today because I'm still a longer term US natgas bull. I also added some YPF, POU and CVE today.
>Hopefully their sneedoil extraction technique works out.
the what?

>>24221333
Their patented oxidative leach technology
https://chesapeakegold.com/wp-content/uploads/2026/03/CKG-Corporate-Presentation-March-2026-vF-1.pdf

File: images.steamusercontent.jpg (228.5 KB)

228.5 KB JPG

>>24210524
perhaps

>>24221353
oh lol wrong Chesapeake. Yeah I'm not touching the metallurgically troubled Mexican gold development, I do like the profitability troubled American natgas producer though

File: 1.png (107 KB)

107 KB PNG

Seriously why not buy this dip?

>>24221632
you have to buy all the eggs

File: 1769440714791782.png (127.6 KB)

127.6 KB PNG

>>24221632
You don't want to become the egg man.

File: 1740690257603405.png (1 MB)

1 MB PNG

I miss shortfag

I am the walrus