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@seethetrees1 "THUNGELA - coal getting even cheaper - No position but tracking this again. $tga.l XXXXXX -XXXX% ytd -XX% but still above 52w low XXX. #coal $whc.ax $yal.ax $btu Might add back if get a bigger BTFD for 3M trade ( @JSE_Invest )"
X Link @seethetrees1 2025-09-11T13:47Z 1407 followers, 1492 engagements

"TRANSOCEAN - green lines alert - Simple thesis. Worked for catching Quintin sells of $tdw @ $XXX & Roboti buying recently. My proprietary Algo Alert just printed Green for $rig Being adding last X weeks. XX x'ed XXX Short-term averages turning up. $ne $sdrl $val $sdrl $borr"
X Link @seethetrees1 2025-10-03T14:04Z 1408 followers, 2699 engagements

"PETROBRAS - CEO exit CFO exit but cash generation will continue . $pbr $pbr.a "GOLDMAN SACHS REITERATES 'BUY'"
X Link @seethetrees1 2024-05-16T13:47Z 1408 followers, 8307 engagements

"EQUINOX GOLD - the rerate continues - $eqx XXXX +7.75% $btg $XXXX +3% $bto $bto.to less spectacular slow steady step-up especially after each Q report. But end station will be the same. +100% in XX months from August lows for both $gdx $gdxj $sil $silj #gold #silver"
X Link @seethetrees1 2025-09-05T15:57Z 1408 followers, 1347 engagements

"$gdx INDEX TRACKING CHANGE REBALANCE & EQUINOX GOLD. Latest update from Vaneck 9/17 $eqx weighting from XXXX to XXXX% (88% size increase). Previous update 6/5 was XXXX to XXXX. 2nd largest PF posn at XX% behind $fres. Re-rated 60%+ in just over X months. LInks below. $gdxj"
X Link @seethetrees1 2025-09-18T09:02Z 1408 followers, 1605 engagements

"@TFMetals JOKE heard in Denver. How do you know this is a bull market Because now the consensus is $nem will be $100+ in a few weeks or even days ( Q3 fins next week Thurs 23rd). But. The real punch-line is: institutions are still way under-allocated & will bid it up to $150+"
X Link @seethetrees1 2025-10-15T19:45Z 1411 followers, XXX engagements

"@calvinfroedge Still holding Gazprom in a Swiss account. it was one of my largest holdings. Locked-up. Can't trade. It just sits there marked down 90%. Broker has offered me many times a route to liquidate at 10cents on dollar. My polite reply. GFU"
X Link @seethetrees1 2025-10-11T15:05Z 1407 followers, 2909 engagements

"FRESNILLO - new high - $fres.l 2523 this morning in London. +305% ytd. Largest posn gets even bigger. Direct from HQ of Bullion Banks in London signalling #silver march through $XXXXX and beyond will continue. $fres $fnlpf . Eyes on NY $sil $silj $ag $hl $cde $paas $gdxj $gdx"
X Link @seethetrees1 2025-10-13T07:46Z 1407 followers, XXX engagements

"@minenergybiz The question is where is the opportunity today Which companies have new mills coming online & coming margin expansion Production increasing & AISC decreasing and under-valued relative to peers Answer : $eqx & $bto $bto.to $btg"
X Link @seethetrees1 2025-08-17T11:11Z 1407 followers, XXX engagements

"B2GOLD - $XX - Being adding last X weeks now XX% pf posn just behind $fres.l & $eqx . FCF 🚀. Do maths Q3'26 (when 250K oz prepay is complete) @ $3.5K #gold AISC $1600 CFO will be circa $2B for $7B M.Cap. Clive $1B buy-back please. $btg $XXXX today should be $15+. $gdx"
X Link @seethetrees1 2025-10-14T17:02Z 1408 followers, XXX engagements

"FRESNILLO - what a ride from the lows - $fres.l XXXXX +8.08% XX Million volume today versus average 2M shares $fres $fnlpf $sil $silj Not selling yet PT 25"
X Link @seethetrees1 2025-09-03T16:52Z 1409 followers, XXX engagements

"BARRICK - finally analysts are catching on - I have been speculating about a $b break-up selling riskier assets &/or mega merger $nem . Easiest way to price Fourmile addition to Nevada mining is if Newmont takes out Barrick . Riko-Diq will be sold Bankers in for mega-fees IMO"
X Link @seethetrees1 2025-10-06T17:14Z 1408 followers, XXX engagements

"ALPHAMIN - who dares to dip buy - Halted. Going to get cheaper when resumes trading. Big balls required. Fin results delayed. Wait for compelling low. $afm.v ( also $ivn.to ) #tin #copper XX month view probably r/r looks good. Talks 18th so X trading days of max fear"
X Link @seethetrees1 2025-03-13T13:36Z 1408 followers, 4577 engagements

"TRANSOCEAN - survived 125M share dilution- & 202M share dump yesterday. $rig Green today $XXXX +2%. Golden cross still in play. 50dma is 1cent from 200dma. Did this offering just paint a hard stop bottom on chart Need 3+ days to confirm new upward trend. $sdrl $val $tdw $ne"
X Link @seethetrees1 2025-09-26T14:14Z 1408 followers, 1413 engagements

"OIL - taking it down into Q end - Ahead of Iran & Venezuela kinetic visitors & long range strikes into Russia with all media & speculators herded to one side of boat "Dec oil glut doom" . So DYODD . . $pbr.a $ec $tou $xom $xle $xop"
X Link @seethetrees1 2025-09-30T13:03Z 1411 followers, XXX engagements

"EQUINOX GOLD - just listened to cc - "Net cash position possible by end 2027". Greenstone & Valentin fully ramped AISC will drop & FCF will increase significantly. $1B+ BB coming for $eqx . Same story with $btg $bto . Both 1Moz+ producers will pump share-holder returns. $gdx $sil"
X Link @seethetrees1 2025-08-14T15:19Z 1408 followers, XXX engagements

"VALE - break-out - No position yet. Owned many times b4. ATH $40's 2008. (China) . Brazil political interference & Environmental liability problems. Perhaps iron-ore's time has come. Good Div. $vale XXXXX +1.29% +20% ytd. Starting to follow this more carefully. $pbr $ewz"
X Link @seethetrees1 2025-09-11T18:55Z 1411 followers, 2772 engagements

"@iGlobalGold Do a survey on who sold Fresnillo at XXX 1250 1750 or even 2250 . Lots of very smart investors did exit. Today $fres.l is 2350 . London HQ of the Bullion Bankers is still signalling silver goes $50+ and HIGHER"
X Link @seethetrees1 2025-10-01T20:17Z 1409 followers, XXX engagements

"@allincapital $eqx well bid today and out-performed sector"
X Link @seethetrees1 2025-10-10T20:08Z 1408 followers, XX engagements

"TRANSOCEAN - held 200-day - $rig $XXXX +2.8% . Topped up holding on recent dip to $XXXX . Also added to $ne $val & $tdw XX% PF now offshore. This is self-flagellation to kill any "genius" complacency with XX% riding #gold #silver train to ever loftier levels. $borr $sdrl #oil"
X Link @seethetrees1 2025-10-15T16:50Z 1411 followers, XXX engagements

"SILVER $fres.l $hoc.l $edv.l"
X Link @seethetrees1 2025-03-18T08:35Z 1410 followers, XXX engagements

"EQUINOX GOLD - pt $XX - $eqx $XXXXX Great run +8% for week 50%+ last XX days & 75%+ since my BTFD pump. IMO $20+ in 2026 is realistic. 2027+ & $4.5k gold $40+ is possible. $btg $bto also needs run XX% to 100%+ to catch-up to peers. $gdx $gdxj $sil $silj $aem $nem $B $btg GLTA"
X Link @seethetrees1 2025-09-13T08:19Z 1408 followers, XXX engagements

"TRANSOCEAN - step-by-step - Slow grinding process wrt to extended white space & for $rig $XXXX Debt financing issues. However same end state is valid: New contracting cycle with scramble for assets @ higher day-rates. & 50dma now 200d. PATIENCE. $sdrl $val $ne $borr $tdw"
X Link @seethetrees1 2025-10-01T09:36Z 1408 followers, 1599 engagements

"@allincapital @RTelford_invest @marketplunger1 @RonStoeferle $eqx + $btg $bto both with re-rates only just beginning with huge FCF in 2026 at $3.5K+ gold. B2GOLD q3 2026 first Q after pre-pay (250k oz ) is completed could be $2B+ OFCF/year could do $1B buyback . Current $7B M.Cap"
X Link @seethetrees1 2025-10-14T07:44Z 1409 followers, XXX engagements

"FRESNILLO - what did charts say - B4🚀 apart from macro/fundamentals what did charts say Once ramp started X dma mostly XX & XX XXX. Zooming in @ bottom 5d crossed XXX then XX crossed then XX. Many low risk entries there. April/May 2024 $fres $fres.l $fnlpf TEXTBOOK"
X Link @seethetrees1 2025-09-05T10:35Z 1409 followers, XXX engagements

"TRANSOCEAN - how low do we go - Pre-market $rig XXXX -XXXX% I would like to double my position size however question is price. I think we go well below $X today. $sdrl $val $ne $tdw $borr"
X Link @seethetrees1 2025-09-25T13:27Z 1408 followers, 1077 engagements

"TRANSOCEAN - offer $XXXX is XX% below last close $XXXX . -XX% is optimistic . I suspect we see $XXXX or XX to XX% down. This will get bought Question is how many days before we see $rig $3.00+ again $sdrl $val $ne $tdw"
X Link @seethetrees1 2025-09-25T07:16Z 1408 followers, 2874 engagements

"EQUINOX GOLD - quick rerate - $eqx $XXXXX +6.65%. More to come should be $XX stock. FCF will be insane. Tripled down on this in summer doldrums. A very quick 100%+. 2nd largest posn after $fres.l & last week took $btg $bto up to 3rd another XX% posn & expect same. $gdx"
X Link @seethetrees1 2025-10-15T17:00Z 1411 followers, XXX engagements

"@NFTRHgt Both big beautiful re-rates; only beginning. Market was still asleep less than X months ago by not pricing the potential of newly built mills coming on line X mills for $eqx & X for $btg into ramping #gold prices. Exceptional opportunity. & both still are undervalued"
X Link @seethetrees1 2025-10-15T17:21Z 1411 followers, XX engagements

"@iGlobalGold A good proxy for London HQ of bullion banksters' plans is Fresnillo. If $fres.l $fres London listing keeps getting bid then the BB's don't realistically think they can reverse #silver much. After a +9% ramp yesterday let's see how much it gives back today. $fnlpf $sil $silj"
X Link @seethetrees1 2025-10-14T08:05Z 1409 followers, XXX engagements

"@Kacper_PK_CH $xom is not. conclusion. nobody trusts Saudi Aramco numbers reserves fcf etc. better to buy the non dip in xom versus the compelling covid low dip in Aramaco. $pbr & $ec also better & getting interesting but I see lower with incoming election turmoil in both "
X Link @seethetrees1 2025-10-04T18:30Z 1411 followers, XXX engagements

"B2GOLD - filled again $btg $XXXX - Taken position upto 8%. Done buying. Now all that is needed is patience. If not now after Q2 fins X - X months max before real re-rate. $bto $bto.to . Also same for $eqx $eqx.to . Waiting for Fins on Wed for a final BTFD . IF. $gdx $gdxj $nem"
X Link @seethetrees1 2025-08-11T14:18Z 1408 followers, 1069 engagements

"NEWMONT - $XXX B M.Cap - $nem XXXXX +2.5% . Analysts are scrambling with price upgrades on #gold miners before Q3 Fins starting next week (NEM Thurs 23rd). Way behind curve on FCF estimates at $3.5K+ gold. Struggling all year. Experts LOL $aem $b $eqx $btg $gdx (GROK list)"
X Link @seethetrees1 2025-10-15T14:32Z 1411 followers, XXX engagements

"@Mark_IKN $EQX +80% in less than X months investors are betting that problems will be solved. AISC will trend lower over the next Q's as Tons thru' new mills gets ramped. Debt will get paid down. Currently $XXXXX but will probably trade $XX to $20+ in 2026. "Watch and Learn" as you say"
X Link @seethetrees1 2025-10-08T07:09Z 1407 followers, XXX engagements

"IVANHOE MINES $ivn.to $ivpaf $ivn Restarted below cad$10 on recent big-dip since seismic activity halted operations at underground #copper mine. Now #platinum running hard so their Platreef pgm project coming online at opportune time (4q25). Time to double up position"
X Link @seethetrees1 2025-06-26T10:15Z 1407 followers, 1319 engagements

"FIRST MAJESTIC - beginning to pump - Strong open for $ag XXXXX +10.86% +55% from this post X weeks ago. Let see does it stick. #gold $3941 might make a run for $4k this week #silver $XXXXX trading strong with China still on holiday which ends on Thursday. $sil $silj $gdx"
X Link @seethetrees1 2025-10-06T13:45Z 1407 followers, XXX engagements

"TIDEWATER - Who is Uncle Bob - Robert &Quintin are X major factor inputs into my offshore trading algo. SELL when RED lines ; BUY when GREEN lines . New character Daniel just showed up adding noise to my model. Buy signal Noise at moment for $tdw .Same $rig $val $ne"
X Link @seethetrees1 2025-10-07T01:15Z 1411 followers, 2686 engagements