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Picking PM mining stocks has been like ‘shooting fish in a barrel’

eeos – I have a little hymc and usas. Both have been great. Didn’t buy hymc till 20 and 24, concerned I was a little late, but glad I did.
I’m small, but my biggest holdings in descending order. Today. I adjust to not have too much at risk in one individual miner.
SLVR
SGDJ
HYMC
HL
USAS
SGDM
ASM
CDE
AG – SLVR holds a lot of this one too
WPM
RGLD
SA
MUX
EXK
ORLA
Materials/rare earth
MP
USAR
UAMY
CRML
Bought the last 3 on the 7th and all up around 50%

Re Sister in Law…….Don’t worry the US is headed into good times …the Donald and his mates are gonna show the world what happens, when u let smart professionals run countries, not grubby little socialists on the make.

There was a fantastic stock market analyst called Richard Russell, who developed a proprietary index he called the PTI …as long as it was above it’s 89 day Av all was good in the US ….When he passed he gave it to the Aden sisters, who still keep it…..it has kept u in the mkt since @ 2009….and still says stay in……

That way you get some diversity and you get your toes wet and you watch them more closely. If they’re good, keep adding. I bot FCX and USAS today.

FCX b/c https://x.com/thegladiatorhc/status/2014535920347971916

I rode NG to the basement too. sheesh. I told myself if I ever break even, with some of these miners, I’m gonna sell them and never look back. And then I look at NG’s chart and I say damn that looks like a huge flag. haha. Maybe we should be keeping it. It seems that every time it bull flags it craters. So someone knows something.

I don’t know anything about the company, but noticed that it just announced another 20 million  share bought deal financing which will raise some $200 million.

All of us know how main street treats any mining company that is raising more cash by issuing more shares; HAMMER TIME!

In the last 7 months, they’ve also spent $1.2 billion for a 60% share of Barrick Gold’s Donlin Gold…. Huge ambitions ( to make it the largest Gold mine in America, takes a lot of cash!)

Could pay off in the long run if management doesn’t drop the ball……..But again, what do I know???

Oh, they just upped the bought deal amount to $300 million……..

Perhaps their next earnings announcement ( early April I believe) will be pretty important for them….. They do have a little over $100 million cash on hand, but their last quarterly earnings were something like -.25!!!

Especially today.
Any opinions on it here?

Yen up 1.5%, Pound and AUD particularly strong. Yields up.

Looks like this will be the test now for the miners. With the metals up now are they making more money, and if their not it won’t matter much how much the metal prices are.

Someone liked the Q4 report I guess

My sister in law, widowed but working. . I sent her some money awhile back to invest in PMs so if it turned against her it would t be her money. I had a feeling if I sent money instead of the phyzz she would never buy it. They don’t have bullion shops near by in the country. The close one I could see and called them only night it but didn’t sell it and that was near 4 hr drive. Maybe a pot belly stove for those cold winters and can cook on them. She  decided to put it in very short term treasuries and buy it later. I don’t think she understands that small interest won’t keep up with inflation and what she can buy with it later. At least she will have cash on hand to liquidate if needed. If worse comes to worse if I’m still around I’ll have to send her some barter coins. She has Amish farmers, they’re totally independent and skilled to live totally off the grid around her that will watch out for her if she runs into trouble like when tornado winds blew her barn apart. They rounded up her horses, kept them for her and cleared the debree for her. Shes independent but can’t build or farm food in mass for the horses like my brother. She should give them up to the Amish who would take good care of them. Get some egg laying chickens instead but my brother has a business she’s working alone at now too. But the problem I worry about it’s in real estate. My brother knew how to switch business to what’s needed but no longer there. So far okay as people moving away from city’s.

Silver’s being a bad boy!

$200 just down the road …

KOW

Chaos!

That silver didn’t reverse lower after it hit $100? I am. That’s not normal market action for pm’s. 🤔

OTOH, my stock account is flat after a 11% up day yesterday. Them’s the breaks I guess. Good thing my phyzz outweighs my shares. 😅

So what are they gonna do now that they don’t get paid to rob the citizens, rob them for free?

Good question! I think inflation there is already a zillion percent.

With they’re leaders leaving with the gold who’s going to pay their regime?

… is outweighing all other factors at the moment … how long can this continue? … will the West join the party? …

Silver Tops $100 As Chinese Demand Is Literally ‘Off The Charts’ | ZeroHedge

… will industrial demand continue strong at these prices? … can monetary demand replace softness in industrial demand … will silver enjoy Giffen Good demand once it moves above $100 (idiot Westerners love to pay up for things) …  curios minds want to know.

Head scratch … raised eyebrows … chuckle

The majority of ultra-high-net-worth investors have mostly missed out, survey data shows, with family offices reporting an average allocation to precious metals of just 2% last year, according to the UBS Global Family Office Report 2025. 

However, bold bets from a few tycoons including Sprott and Hong Kong-based investor Cheah Cheng Hye have reaped massive return

Well they finally did it. Reduced certain vulnerable perhaps low IQ because they they don’t even know what their protestin to third world status in the name of equality. Equally on the extinction list. While everyone is trying to climb up the socioeconomic latter they’re climbing down. Letting in illegals they can  think they have status, playing they just want a better life scam , where’s  the welfare office, there not at the bottom.  Here’s someone worse off than they are and they’re going to save them. Did you ever see those videos where someone asked if they could take in Abdullah so and so into their home and before they were asked said they would and then these ” pretend illegals ” stepped forward and they declined or made excuses. Just paid protestors.

I’d like to see their interpretation of

legitimacy, authority, and governing capacity.

Yet, as we noted earlier in the week, despite record highs prices, Goldman’s commodity trading desk notes that spec positioning in New York and Shanghai remains close to the lows.

Perhaps with the understatement of the week, Goldman’s Delta-One desk-head Rick Privorotsky noted earlier that gold and silver remain in an aggressive uptrend.

The broader signal still looks like reserve diversification rather than pure risk hedging.

There is clearly hot money involved, but first and foremost gold is a central bank trade… a slow erosion of the dollar’s exorbitant privilege rather than a sudden loss of confidence.

If there was one chart that summed up the craziness in the silver market it is this… the premium being paid for silver in Shanghai over silver in the West…

‘Off the charts’…

GoldSilver HQ
@GoldSilverHQ
·
Jan 20
Gold-silver price ratio: 50:1

Gold-silver inventory ratio:

Comex: 1:12
LBMA: 1:3

https://x.com/i/status/2013577496524972441