Orange juice is very, very, very tempting. It could be a cup-and-handle pattern. The same setup silver is in, but one stage earlier.

They won't fix the energy crisis. They need the inflation to keep their perverted credit and interest system alive, to inflate away the monumental credit overhang. The diesel agricultural spread is one of the greatest asymmetries in the market right now. I've identified anomalies in the option chain of $WEAT, funnily enough it's the contract I'm betting on. $WEAT will experience a blowout into year end. My vehicle of choice are $35 Jan15 call options. A very aggressive bet with a high risk of total loss in case I've timed it too early or if it get's capped at this level. But I am not alone and I might roll into year end. And even if this is a call spread anomaly it doesn't mean the price will stop at $35. The $Weat Fund is only 2% of the wheat futures market. Adjusted for inflation wheat is trading close to an all time low. It's so low that farmers are going out of business in masses as we speak.

Brazilian Critical Minerals in the Top 5🔥 $BCM.ax

Could overshoot this much, yes. Normal people:

Namib Minerals has finished dewatering its flagship Redwing mine ahead of schedule! If you want to squeeze the maximum out of this cycle, there is no way around Namib Minerals: no other mining stock on the market offers more leverage to the gold price. It took me over half a year to confirm that. $NAMM namibminerals.com/investors/…

GSR looks like horseshit as well. Breakdown imminent.

$180 silver by January. It will triple because the bond market is leaking like a fucking sieve.

Even though gold and silver investors are taking a beating right now, I see the latest developments in the bond market as the missing spark we have been waiting for. We are witnessing a global bond sell-off that confirms the erosion of confidence in the fiat monetary system. I still expect gold and silver to reach new all-time highs by Christmas.

China built its rare earth dominance on in situ clay leaching. In the West, only Axel REE $AXL.ax and $BCM.ax are really pushing it. Axel resumes trading on the ASX after doubling Woolrich with a maiden Indicated. Caladão sits at 708.6Mt @ 1,443ppm TREO plus one of the largest gallium resources out there, with half the ground still untested. They are moving into ISR field validation, the step BCM has completed successfully. In my view it's too cheap, especially in direct comparison. Around 12% of my portfolio.

Gold and silver miners need to 7x from here just to match the previous cycle. And this cycle will be stronger.

And because once wasn’t enough, here it is again, adjusted for inflation:

Gold and silver miners are experiencing a breakout that can only be described as historic, reminiscent of the early 1960s. We have just broken out to the upside from a 55-year bull flag. The Barron’s Gold Mining Index (BGMI), the gold mining index with the longest history, is shown in gold, going back to 1939, while the purple line shows the yield on the 10-year US Treasury bond. Just to match the initial advance of the 1960s, mining stocks still need to almost triple on average. And because we are at the end of a monetary cycle rather than near its beginning, this move will very likely far surpass the rally of the 1960s. There is no parallel within a human lifetime. Gold and silver miners are the most bullish sector in the entire market and will remain so for many years to come. This cycle will not print central bank notes. It will churn out gold and silver millionaires.

Back then, I thought Biden was the peak of stupidity, but Trump actually managed to climb a few meters higher.

Corani: 42,1 g/t Ag (M&I), 51,3 g/t Reserve Hycroft: ~15 g/t Ag und ~0,41 g/t Au and they call it high grade on their website lol

I think the bond market just broke🫪 If I were you, I would call my bullion dealer sooner rather than later.

As an investor, you have a responsibility. Use it wisely. $NAMM @namibminerals

You know me too well Ape!🧻 Four days ago my Field Note on $HSLV vs $HYMC closed with three claims. Today's news hits all three. "Corani is further along the path to a mine." → A fully underwritten $330M senior secured project finance facility, led by Natixis CIB. Permitted, drilled, and now bankable. Hycroft is still at an Initial Assessment with an unpermitted autoclave. "Corani could produce before Hycroft's new sulphide operation." → Corani isn't waiting for the money. 300 workers on site, roads, camp, substations and transmission lines already under construction, long-lead equipment ordered. The facility closes early 2027 into a project that's already being built. Hycroft needs two more study stages, a permit and $2.4B before it pours a foundation. "An entire geological discovery stage still lies ahead." → The part the market pays nothing for. 562 historical holes, 180m average: Corani was drilled as a pit and not a metre further. A 25,000m programme is running now, with holes planned beyond 600m into the feeder structures at Corani South. The 2019 report already describes a buried intrusion and a porphyry system likely beneath the south, with chalcopyrite zoning pointing straight at it. Today it's drilled from cash. Later it's drilled from Corani cash flow. The bank pays for the mine. The mine pays for the discovery. Next near-term catalyst: the updated feasibility study. Then the remaining equity gap is arithmetic, not speculation. Hycroft got the headline. Highlander got the mine. Now the mine has its bank. Link: vaapadcapital.com/en/field-n…

Good call, learn to survive. And download a world map and loccal AI models. I have also whole wikipeadia on my phone. Several hundred gigabytes if I count all of it.

And this is the first event, the good ones come later in the video (same model as in the vs human video) piped.video/h5P5haxN7Gs?is=i9LH…

Yes, I've watched the other fights as well, it's a Chinese T-800. At the other event they didn't fight against humans. Here is a good one straight out of China: piped.video/5IMU5or-VFo?is=rO_s…

The Senate candidate:

With the latest massive legislative push that happened in Brazil Brazilian Critical Minerals could get additional backing by the government. Brazil has put billions aside for rare earth development. And there is a Senate candidate publicly promoting the project. Apuí’s mayor (hometown of the project) is also backing it now. And there's INCRA representative attending the hearing and praising BCM’s work. INCRA is Brazil’s federal land agency. According to BCM, its consent is the last outstanding land-related document required by IPAAM for Ema’s current environmental licensing process. Meanwhile, Ema is advancing into FEED, and potential benefits from Brazil’s new critical minerals incentives aren’t even included in its economics. Political backing, engineering progress and a major permitting catalyst ahead. I think the market is massively underestimating this setup. $BCM.ax Video: lnkd.in/p/eY6xXC7z Recent Article: australianresourcesandinvest…

Line chart $BCM.ax The moment they get the approval it will double.

not directly, south of it

If you're still looking to snap up the best rare-earth project in the West, now is a good time: $BCM.ax

My thesis is that Trump deliberately left Mohammed bin Salman out to dry during the Houthi attacks to extract much broader concessions from Saudi Arabia in return. Mohammed bin Salman was blowing up Trump’s phone but Trump refused his request for US strikes. The mBridge story (below) fits into that picture as well. mBridge is the China-led platform for settling international payments using participating countries’ central-bank digital currencies. It reduces the need to use the dollar as an intermediary. I think the Saudi withdrawal and Trump’s handling of the later crisis are connected through a broader bargain: American military support in exchange for Saudi financial and strategic alignment. Militarily, the scenario I see begins with Camp Lemonnier in Djibouti, the largest US military base in Africa and a key AFRICOM foothold. I have long wondered why Washington needed such a substantial base there. Its position across from Yemen would make sense as a staging point in this scenario. US and Saudi forces could first launch a joint campaign to take control of Yemen. From there, I could see the campaign expanding north through Saudi Arabia, bringing Iraq back under US-Saudi control and preparing the way for a ground offensive into Iran. Al Udeid Air Base in Qatar would add another US axis toward Iran, providing air power and logistical support from across the Gulf. At the same time, Turkey could move into Syria and then push through Iraq toward Iran. My suspicion is that Turkish control over Syria could be the price Washington accepts in exchange for Ankara joining the wider war. Turkey would therefore participate in the attack on Iran. The pretext, in my view, would be the claim that Iran is now building a nuclear bomb. This scenario would also explain why Iran might be mobilizing now. Tehran is preparing for a much larger ground war. Beyond Iran, I suspect the longer-term ambition could be to extend military pressure eastward toward China. Russia could respond from the north toward Iran while strongly intensifying its campaign in Ukraine to ease pressure on Iran. China could push westward in support of Iran, coordinating with Russia. That would also help explain the extraordinary rise in diesel prices. Supply disruptions are already squeezing the market and my additional suspicion is that military fuel demand and stockpiling ahead of a much larger land campaign are amplifying that pressure. Trucks, armoured vehicles and the supply chains behind entire armies require enormous quantities of fuel.

Bei Namib Minerals gab es auch eine, aber die erfüllen eig. nicht die Bedingungen für GDXJ

So we know what will be the fuel.

I think the Saudis' embarrassment in air defence has just made generals around the world realise how easy it is in modern warfare to knock out fuel refineries for good with periodic drone strikes – and now they're panicking that when their masters call to mount up, they'll have to walk. And with Iran mobilising over a million men right now, it can't be far off. They surely know more than I do.

Crazy son, good luck. Hycroft is basically my rival.

Every bank on Wall Street has year end gold at $4,200-4,500. Goldman says $4,200, JPMorgan $4,500. Now watch what the metal does while the banks talk. China bought 20t in August, its biggest month since 2023, 22 months straight, buying every dip. China's imports are up 34% y/y. London vaults have added 474t this year. And the bank desks? Near record short on COMEX, hedging all that metal. Wall Street says $4,200 with its mouth while it and its clients stack physical. If the paper positions and the price targets are a facade to shake out longs and force selling, and #gold makes a new high by Christmas, $NAMM becomes a crime scene for everyone who isn't long. Probably a bigger crime scene than the ones those bankers have been running in the gold market. Because $NAMM isn't a gold stock if you dig deep enough. It's a deep out of the money call on gold with a ~$4,500 strike. Basically their own guidance price, and roughly where a $300-400M Redwing restart starts to pencil. Below the strike you have $1 of pure time value. Above it, it get's very explosive. Proof of the gamma: January '26. Gold moved +24% from $4,500 to $5,600. NAMM went from $1.00 to $7.36. A 26x beta on a 4M share float, probably the smallest out there. It has to do with the ownership structure and their obligations. Gold is $4,300 today. The option is out of the money, and the whole Street is pricing it to stay there. That's what makes it cheap. If it goes back in the money, it will detonate like a hydrogen bomb. Because it then prices in at least one big restart and a clean ownership structure. And this will unlock the next high-grade restart (Mazowe), and then all the other beautiful assets in Africa will smile at them. Copper and cobalt in the DRC, for example, or whatever else lands on their shopping list. And because they're real Africans, they have home-field advantage in the hottest mining region of this cycle.

I believe the US and China are already in WW3, because in the same week the US announced weapons in space, the Chinese spy satellite that was helping Iran and the Houthis target American and Saudi bases was destroyed. That would mark the first direct confrontation between these two world powers. It shattered into 40+ pieces.

I expect the gold/silver ratio to be cut in half in the same window, possibly down to a third.

I'm going in this hard because I expect silver to double, maybe even triple, by Christmas. And historically, that's even conservative: September 1979: $11. January 1980: $50. It has happened before. I believe this is the setup for the strongest impulse anyone alive has traded.

65% of my net worth is now invested in Highlander Silver $HSLV. The best silver miner in the world with the fattest tail. Years ago I said "wherever Corani goes, I go." So be it. Non sine periculo.

IBKR lets you hold it at 19% margin.

85% of my net worth is now invested in two companies the market barely knows exist.

Highlander Silver is far better than Hycroft Mining. Especially in the coming leg up which will be the silver leg. And you see the strength difference. Hycroft gets sold, Highlander gets bought. $HSLV > $HYMC

Got my 10k shares in pre market at $5.50. The volume in Highlander Silver is quite telling. People frontrunning the Corani FS in Q4. The numbers could blow the share price north of $10. From what I've heard their drilling has brought up lots of additional targets also at depth, that's why the FS took longer than previously communicated. Not long ago I could still visit the developer website of Corani. Now it's locked up. $HSLV

If you can trade in Singapur this stock is a must own. Look at this chart! They are currently in blackout period. $SAM.sgx #RareEarths

$NAMM has the most absurd valuation in the entire gold and silver mining space. Prove me wrong.