OASIS FORUM Post by the Golden Rule. GoldTent Oasis is not responsible for content or accuracy of posts. DYODD.

Gold Train

Posted by Maya @ 22:45 on August 26, 2025  

Downgraded to freight service, the Santa Fe
Passenger units were kept grouped because
they had different gearing than the freight units.
https://www.railpictures.net/photo/885946/

 

Maddog

Posted by Maya @ 22:43 on August 26, 2025  

Can you take PayPal?  I’m happy to contribute, however you like.

Maddog

Posted by amals @ 21:39 on August 26, 2025  

Thanks for the French info, and agreed with others; happy to contribute if you call for donations for the Oasis.

Trump fires Cook

Posted by goldielocks @ 21:15 on August 26, 2025  

The said DEI hire,   committed mortgage fraud because she apparently wanted a lower tax rate on her rentals.

She refuses to step down. Claiming she hasn’t been convicted of anything. Does she really think it can’t happen since fraud is illegal and they give her a position like that instead of someone better suited?  She doesn’t have to be convicted of anything, to be fired for cause.

https://www.seanspicer.com/p/trump-fires-fed-governor-is-jerome?utm_source=podcast-email&publication_id=2627086&post_id=172029134&utm_campaign=email-play-on-substack&utm_content=watch_now_button&r=28qqrz&triedRedirect=true&utm_medium=email

 

Maddog

Posted by aufever @ 18:14 on August 26, 2025  

We’re with you, friend, as I know you are with us in the US.
Bu I don’t know why you want to throw Mr.Copper into the Fed rat’s nest. Lol

Fundraising

Posted by deer79 @ 17:56 on August 26, 2025  

Count me in as well.

Maddog @ 15:53

Posted by ipso facto @ 17:01 on August 26, 2025  

I’m sure there will be lots of support! Count me in.

Hey maddog

Posted by Buygold @ 16:40 on August 26, 2025  

Thanks for keeping the site going, if you take a collection, I’m in.

HUI 500

Posted by Buygold @ 16:35 on August 26, 2025  

No fanfare, just quietly creeps past, and it didn’t even need silver to go positive. Pretty amazing.

Hopefully we can get these metals rolling. Good to see gold back toward $3400

ipsofacto

Posted by Maddog @ 15:53 on August 26, 2025  

re Fundraiser

i have to figure out how best to do it …I will call my bank and see if I can take numerous dollar payments ….That is if anyone wants to !!!

Maddog

Posted by goldielocks @ 15:49 on August 26, 2025  

Thank you again for .

Keeping us informed what’s going on because other wise were pretty much in the dark. Even if I don’t know who some of these people are or their position of power it gives us a general idea of what’s going on especially if there was trouble. I believe we are all interconnected in some way good or bad politically and economically It also helps me learn a little of who’s simply put the good guy or bad guys std although I don’t quite have a handle on that. The right could be left here, don’t know,  the different groups and vise versa or who makes the rules or has the last word. I at least get some understanding of the issues.. Ferrett has helped too.

Thank you for the funding of the tent I just read. We who are still able are willing to chip in. A issue under the circumstances of your government where they always use the real criminals as a excuse to take the rights and private away  from everyone else and probably why they let it happen till it’s over for them too but too late for everyone else if there is a secure way you can figure out. Hope this is readable.

Interesting piece Captain

Posted by deer79 @ 15:42 on August 26, 2025  

It makes me think that Silver is extremely undervalued. Clearly evident, on a day like today, that the cretins have their boots on the neck of Silver and won’t let it go anywhere.

 

Are well managed Silver companies a good play then????

When Low CAPEX Meets Historic Demand!

Posted by Captain Hook @ 15:34 on August 26, 2025  

The Perfect Storm is Brewing in the Critical Metals Markets

Mining needs $500–600 billion by 2040 to meet Energy Transition goals - The Oregon Group - Critical Minerals and Energy Intelligence

For more than a decade, the investment world has been mesmerized by the MAG7 companies; Apple, Microsoft, Amazon, Alphabet, Tesla, Meta, and NVIDIA. These tech titans have delivered spectacular returns, capturing the lion’s share of institutional and retail investment flows while the mining sector languished in relative obscurity. But as we stand at the precipice of the greatest technological transformation in human history, a stark reality is emerging: the very foundation of our digital future, critical metals and minerals, may be in desperately short supply.

The Great Capital Allocation Mistake

While investors poured trillions into software and services companies that require minimal physical infrastructure, they largely ignored the companies that dig the raw materials out of the ground. This preference for “asset-light” businesses over capital-intensive mining operations seemed logical at the time. After all, who wants to invest in century-old extractive industries when you can own a piece of the metaverse?

The numbers tell the story starkly. From a peak of $145.7 billion in capex by the top 30 miners in 2013, spending crashed to around $109.2 billion in 2023; still well below the previous peak despite a decade of inflation and rising project costs. Meanwhile, the MAG7 companies alone have market capitalizations exceeding $15 trillion, (TRILLION!) representing more wealth than the entire GDP of most nations.

The 15-20 Year Reality Check

Here’s the inconvenient truth that financial markets have largely ignored: it takes 15-20 years to bring a mine from initial discovery to full production. This isn’t like spinning up a new data center or launching a software update. Mining projects require geological surveys, environmental impact assessments, permitting processes, infrastructure development, and massive capital investments; all before a single ounce of metal reaches market.

Consider what this timeline means in practical terms. Any mine that begins production in 2030 would have needed to start its development process around 2010-2015. But that was precisely when the mining industry was in full retreat, slashing capital expenditures and mothballing projects after the last commodity super-cycle peaked.

The Perfect Demand Storm

As mining companies were pulling back on investment, the seeds of unprecedented demand were already being sown. Today, multiple technological and societal MEGA-TRENDS are converging to create what can only be described as a perfect storm of metals demand.

© 2025 Metals and Miners, LLC.

Ferret

Posted by Maddog @ 14:41 on August 26, 2025  

I see what you mean about the ‘Core’..but symbolically it would be massive if France were to take down the Euro/EU……plus they will almost certainly print a solution…which just confirms a bullish PM view…

The other factor is that the ECB cannot bail out France by issuing debt, well not legally anyway, even though it does now issue debt, which buyers buy, knowing that legally nothing backs it…which any French crisis will bring into the open……

In short the EU /Euro only exist, so long as no-one looks to closely at what they are upto…..

Mr.Copper

Posted by Maddog @ 14:34 on August 26, 2025  

No hard feelings at all…..Has Trump contacted you yet to take over the Fed yet….if not we should remind him. !!!!!!

Zero comments on French problems.

Posted by Maddog @ 14:29 on August 26, 2025  

https://www.zerohedge.com/markets/french-bonds-stocks-tumble-government-risks-new-collapse-weeks

That’ll be a dangerous time! Is it even possible to do it?

Posted by ipso facto @ 12:06 on August 26, 2025  

Wall Street Mav
@WallStreetMav
·
1h
Civil war in Europe when they realize they made a mistake and try to deport the millions of fake refugees they allowed in.

@ipso facto, No I Did Not Know That

Posted by Mr.Copper @ 11:18 on August 26, 2025  

@Maddog:

Sorry Maddog, now I understand and I feel for you.

Thanks Maddog!

Posted by ipso facto @ 11:13 on August 26, 2025  

I would like to thank Maddog for funding goldtentoasis.com! I’m sure the others here are appreciative as well.

Fundraiser in the future?

Mr.Copper

Posted by ipso facto @ 11:11 on August 26, 2025  

Mr. Copper you know that Maddog lives in the UK right?

No man is an island! 🙂

Lengthy ZH piece about France debacle

Posted by deer79 @ 10:59 on August 26, 2025  

https://www.zerohedge.com/markets/french-bonds-stocks-tumble-government-risks-new-collapse-weeks

ferrett @ 10:36

Posted by ipso facto @ 10:57 on August 26, 2025  

Well … if the left blow up the system and then they aren’t cohesive enough to rule, that sounds like chaos and mayhem. Perfect environment for some “Strongman” to come about!

Maddog @ 8:26 re your “France cannot be allowed to fail, or the whole EU/Euro project goes tits up”

Posted by Mr.Copper @ 10:45 on August 26, 2025  

Why do you care about France and Europe? They have been draining wealth away from the USA, they pretty much absorbed the USA before WW II. My grand parents came from Italy back in 1908. And I don’t care about Italy or any other country other than the USA.

ipso 8:37, the left in France is not like the UK or USA

Posted by ferrett @ 10:36 on August 26, 2025  

It’s not a coherent force. There is no “left” to take control, the factions may band together to topple a government and then revert to their factionalism and the country stagnates with no leadership. Like Italy, and, surprisingly to me, now Germany too.

Maddog, I’m not sure about France being part of the core any more. Or even Germany. The Blob has acquired a life of its own and festers in its own bureaucratic dominance, immune to disruptions from institutions which are now on its periphery – which was always the intent. That’s why it needs the war with Russia, a final proof of its relevance on the world stage. Hopefully such arrogance will be its downfall. Having said that I can’t see how the Euro survives a French bond collapse. The EU has long been trying to issue its own debt and maybe this will be the catalyst. Whether it will succeed or not – who knows, but there is plenty of history showing that currency markets are much bigger than governments.

ipso 10:10 🙂

Silver turns

Posted by Buygold @ 10:28 on August 26, 2025  

Shares are strong. I can’t imagine they won’t battle over HUI 500, but we’re just about there.

Thing is that the metals have still have plenty of room to run.

No tax loss selling this year for a change!

 

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Post by the Golden Rule. Oasis not responsible for content/accuracy of posts. DYODD.