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@DVSignals DeepValue SignalsCopper is showing a significant and bullish chart pattern, with a textbook cup-and-handle formation and a XXX retracement handle forming inside a bullish falling wedge. This suggests potential for continuation rather than reversal. Meanwhile, other commodities like palladium, platinum, and rare earths are also showing promising structures and potential for outperformance.
Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% travel destinations XXXX%
Social topic influence $silver #13, $copper #2, silver #1727, gas 10.61%, longterm #249, $ng #10, $gold #36, bullish #755, $platinum #2, breakout #506
Top accounts mentioned or mentioned by @theapeofgoldst @rezabushkay @traderpamplona @mineralscorp @tom72880174 @realtimhack @stockstormx @greenorigininv @thestocksking @fredkosters @james56487175 @henrikzeberg @silverbark3 @zelenscie @grok @lukeytrags @rockbtmentries @usenmezkerem @albertaog @61_point_ace
Top assets mentioned NovaGold Resources Inc. (NG) Barrick Gold Corp. (GOLD) PLATINUM (PLATINUM) Silvergate Capital Corporation (SI) Colgate-Palmolive Company (CL) Nutrien Ltd. Common Shares (NTR) ICL Group Ltd. (ICL) Mosaic Co (MOS) Litentry (LIT) SPINDLE (SPD)
Top posts by engagements in the last XX hours
"$ATY.v $COPPER #CORE15 One of the best parts of a growing engaged subs base is the calibre of people it attracts. Sharing is caring and people like @FredKosters keep adding real value. Im pretty sure Fred was on Atico even before I was. Quick rundown of what he highlighted today: once most of the debt rolls off Atico can generate annual operating cash flow at 4k gold / XXX copper thats roughly in line with its fully diluted mcap assuming 12M lbs Cu and 12koz Au at El Roble. implying an FCF yield of XX% before growth capex. Drilling also suggests the mine life likely extends well beyond the"
X Link 2025-11-24T18:44Z 5575 followers, 1443 engagements
"When Pamps @TraderPamplona agrees you pay attention He was literally responsible for pointing me in the right direction (did my own DD after that 😄) on one of my biggest % gains ever. I first loaded $ADT.ax around A$0.20 back in 2018. People forget how that played out: - ADT drilled into a monster VMS system - Resource kept scaling - Market finally woke up Stock went from 20c - A$6 at the peak. A XX move for those early and patient enough textbook asymmetric setup. Now hes nodding along on $SPD.ax and Ive been pounding the table on this one from the low-60c range. Bushveld-scale Pd/Rh"
X Link 2025-12-08T23:43Z 5575 followers, 4687 engagements
"In addition to the $SILVER / $SI chart I posted earlier today (which clearly resonated) heres a view almost nobody looks at: $SILVER expressed in $DXY terms. In other words: silver priced relative to USD strength rather than just the nominal SI chart. And whats fascinating here is this: Even after the massive move weve already seen this ratio still has XX% upside before it even tags the top of the long-term channel. That upper rail has capped every major silver cycle for decades. and were not even close. Call this the hidden silver chart; the part of the move the mainstream wont notice until"
X Link 2025-11-27T21:37Z 5545 followers, 2386 engagements
"#Energy is doing what energy always does. leading quietly before it leads loudly. Everyones staring at metals. Meanwhile #gas $NG just broke out on the quarterly. #Gas and #helium sit in the same long-term energy spectrum. Just to get back to the 20062008 highs youre looking at XXX% upside and if that breaks were moving into an entirely new structure IMO the yellow channel thats been forming underneath the surface for years. The GasDetective is on the case. 🕵♂🔥"
X Link 2025-11-30T21:46Z 5551 followers, 11.6K engagements
"$GALLIUM $REE Thanks to one of my subscribers who shared this video (link at bottom). Great video by Inside China Business but a few points in there are outdated or factually off and worth flagging: China is dominant in gallium. but not the only producer. Non-Chinese output never went to zero and 20242025 saw restarts in Canada Kazakhstan and the EU. The bauxite/aluminium narrative is oversimplified. The West does have a large aluminium industry (2530Mt/year). What it lacked was enforced gallium recovery not capacity. Export-control framing is dated. China banned Ga/Ge exports to the U.S. in"
X Link 2025-12-02T23:28Z 5560 followers, 1599 engagements
"#Energy is looking really perky here. On the Commodity Niche List (Substack) Ive got X #helium names X #oil and X #gas. But one oil name isnt enough. Im hunting a second high-quality producer and will likely drop it this weekend or early next week. Stay tuned"
X Link 2025-12-05T07:52Z 5551 followers, 3566 engagements
"$XME The monthly RSI is now back at the same extreme levels we saw in 2008 - just before the crash. Im not calling for a repeat but it does show how stretched this move has become. And on the weekly RSI has already started rolling over. Now zoom in on the structure: That purple formation is a classic rising wedge but instead of breaking down XME broke above it and used the wedge as a springboard. Thats the positive. But look where it carried price: straight into a 20-year channel top with weekly momentum already breaking. Thats not continuation. thats exhaustion. So the question becomes"
X Link 2025-12-07T20:00Z 5556 followers, 1479 engagements
"@Tom72880174 @TraderPamplona There is no US ticker. so US brokers typically need direct access to the ASX (SPD) or JSE (SDL) to buy it"
X Link 2025-12-09T00:06Z 5551 followers, XXX engagements
"@rezabushkay Solid name. good cost structure clean balance sheet and plenty of torque if this $NG breakout sticks :)"
X Link 2025-12-09T06:13Z 5555 followers, XX engagements
"$MMA.v $COPPER Next week will be big"
X Link 2025-11-22T12:10Z 5575 followers, 2120 engagements
"$HG / $SI $COPPER / $SILVER What this chart shows is simple: 1998 2009 2016 2020 were major turning points but 2025 is the lowest RSI on record for the HG/SI ratio. The previous extreme was XXXX. Were now XX. Thats XX% below the prior historic low. The short-term descending channel (light blue) has now driven straight into the 20+ year macro demand zone (green). Whenever a short-term downtrend ends inside multi-decade support you usually get a sharp reversal higher or a fake breakdown - spring - aggressive mean reversion. And to be crystal clear a breakdown = silver outperforming copper not"
X Link 2025-11-29T22:04Z 5575 followers, 1733 engagements
"$SILVER $SI Green it is 💚"
X Link 2025-12-05T08:45Z 5575 followers, 4509 engagements
"#RHODIUM is out of the five precious metals I track - $GOLD $SILVER $PALLADIUM $PLATINUM and $RHODIUM - by far the most enticing from a price-point perspective. You have a completed rounded bottom a confirmed trend reversal and an early-stage primary uptrend in formation. This is exactly what a generational-cycle reset looks like in illiquid PGMs. In the low market-cap bracket there are three names that in my view offer the cleanest rhodium kicker two of which I own. Southern Palladium $SPD.ax is the standout. Bengwenyama is a 40Moz 7E Bushveld system with rhodium making up a very material"
X Link 2025-12-09T09:05Z 5575 followers, 4684 engagements
"$SSV.v A quick follow up on the earlier chart; that wasnt a sell call simply outlining where I would look for an entry. Up here youre either waiting for a pullback into the rising trend or a clean breakout and in both cases you can usually buy the back-test anyway. Fun fact: Thomas Bulkowski actually studied this. Roughly 6070% of breakouts do retest their breakout level and after that retest about half go on to make higher highs and half fail. Interesting dynamics and its exactly why I prefer to let price come to me rather than chase here. Not advice; sharing what Im seeing. Hope it helps"
X Link 2025-12-10T21:34Z 5575 followers, 4267 engagements
"Less than three weeks ago $CGNT.v was trading around C$0.21. now its sitting near C$0.45 a little over X that level. I was talking about a $COPPER spring starting to coil Fast forward and Frank Giustra just added 500k shares at $XXXX and todays MD-052 hit 208m of XXXX% CuEq within 343m of XXXX% CuEq extending the third high-grade core at Mocoa and keeping it open in multiple directions. Youre looking at XXXX Blbs CuEq inferred at XXXX% CuEq in a C$60M wrapper with fresh insider confirmation. Pretty huge"
X Link 2025-12-11T17:35Z 5575 followers, 2816 engagements
"Yesterdays $Platinum / $Gold post got strong traction. Now onto $Palladium / $Gold. Tried snapping back in July after a (failed) breakdown at multi-decade support - next attempt underway. Expecting a close back within the orange channel sooner than later"
X Link 2025-10-07T07:10Z 5571 followers, 5994 engagements
"If this new new #gallium pick resolves as a C&H back toward the 2020 relative high this is huge It means if both go up but this captures the flow it can compound 300x harder than $PLG on a relative basis"
X Link 2025-10-27T19:47Z 5572 followers, 1533 engagements
"Over to $PLATINUM Same lens as $GOLD - $SILVER - $COPPER Here the impulse up is intact and the current wedge is forming above reclaimed support not under resistance like in gold/silver. Thats the key difference. This is compression on trend not a breakdown pattern. Hold 1490; structure stays bullish. Break 1585+: continuation"
X Link 2025-11-07T14:41Z 5571 followers, 1963 engagements
"$NTR Still inside a long-term rising channel; recent drift is corrective not thesis-breaking. $IPI Broke its decade-long downtrend and is now retesting the new rising channel - structurally bullish. $ICL Weakest of the group but even after the breakdown the zoomed-in wedge still looks like corrective consolidation not a secular failure. $MOS Sitting right on major long-term support; the entire multiyear pullback looks like a big bull flag inside the higher-timeframe channel"
X Link 2025-11-14T20:39Z 5574 followers, 1890 engagements
"$LIT / $GDX #Lithium vs #Gold is starting to look seriously juicy here. Not saying gold wont go higher; it will. But relative to $GOLD lithium is now one of the most undervalued corners of the entire commodity space. Monthly structure: - MACD already crossed ✅ - Momentum finally basing after a 3-year bleed - Price pressing against the blue downtrend ✅ - A breakout is right there If/when this ratio reclaims XXXX thats the trigger. Above that the next major zone isnt close; it's up near XXX. Thats roughly a 5x vs gold without gold needing to drop. And as you can see from 2020 - 2021 these moves"
X Link 2025-11-22T10:02Z 5565 followers, 1525 engagements
"$HG $COPPER All-time (monthly) highs loading. If youre not buying this cup-and-handle breakout I genuinely dont know what you are buying (unless youre rotating into another commodity 😏) This is the same multi-decade setup thats paid every single time. Strap in"
X Link 2025-12-03T14:28Z 5571 followers, 1591 engagements
"$SILVER Red or green"
X Link 2025-12-04T14:16Z 5565 followers, 5997 engagements
"#Cesium freak show from $GRDM.v / $MSMGF today. . Falcon West (Manitoba) just printed some of the highest-grade CsO hits reported in years: 4.0m @ XXXX% CsO incl. 1.24m @ XXXX% 3.45m @ XXXX% CsO Near-surface flat-lying LCT pegmatite XX holes in XX assays still pending. #Cesium carbonate trades 20x #lithium carbonate and there are only a handful of real cesium projects globally. Not a reco but if you track obscure criticals $GRDM.v earned a spot on the screen. Measured move/target shared with Substack this morning"
X Link 2025-12-04T15:03Z 5565 followers, 2581 engagements
"$SOU.v #NATGAS LFG 🚀"
X Link 2025-12-08T15:22Z 5565 followers, 2042 engagements
"$SPD.ax Rounded 2-year base - controlled correction - explosive markup channel. Textbook structure. Textbook rotation. Textbook asymmetry. $SPD #Palladium #Rhodium #PGM #ASX"
X Link 2025-12-09T00:03Z 5574 followers, 1265 engagements
"#TELLURIUM $SILVER $GOLD Why should you care about a metal youve barely heard of 👀 Tellurium is one of the quiet linchpins of the energy transition; core to CdTe solar thermoelectrics and high-end electronics and its mostly a by-product of copper refining. Translation: demand can spike but supply cant just be turned on. Thats exactly the kind of structural squeeze I want to be early on. Im tracking a new name where tellurium isnt an afterthought its part of the main event and the best part is that the Te sits inside a precious-metal envelope: real gold and silver grades not just trace"
X Link 2025-12-09T15:24Z 5566 followers, 2330 engagements
"$CAF.v Silently working on a monster break-out. My junior $COAL holding"
X Link 2025-06-19T11:25Z 5574 followers, 1739 engagements
"$Coal $Silver = Signal Silver might rise. but coals telling a much louder story. This isnt anti-silver. Its just that coal looks way more explosive right now. Thats why Im overweight TerraCom $TER.ax and Thungela $TGA.l TER: Dirt cheap insiders buying big yield potential. TGA: Pure thermal coal XX% yield trading at X earnings. The ratio setup is insane. If you know you know. If you dont just click the ticker and look for yourself what I've written down over the last few months"
X Link 2025-07-31T19:29Z 5575 followers, 8873 engagements
"@LukeyTrags Thanks mate. Quality name $YAL.ax but I usually dont play stocks above $500m let alone $8b 😄 On that note any thoughts on $CRN.ax (distressed met coal big upside if they hit cost targets) or $BRL.ax (tiny thermal play lean structure NZ exposure)"
X Link 2025-08-01T10:41Z 5575 followers, XXX engagements
"Why Mayo Schmidt (ex-CEO Hydro One $H; former Nutrien chair $NTR) is drawn to Brazil Potash $GRO #potash in five points: X. In-country supply solves a real pain point: Brazil imports 95-98% of its potash; Autazes directly reduces that dependence and tariff/geopolitical risk. X. Logistics moat: Ore body XX km from the Madeira River; XX day barge into the farm belt lower delivered cost and fewer choke points than overseas imports. X. De-risking to date: Dozens of confirmatory holes all key construction/installation permits secured and visible political support. X. Commercial line-of-sight:"
X Link 2025-08-22T21:41Z 5575 followers, 3064 engagements
"Those bullish on $silver might also want to keep an eye on $platinum. Earlier this week I showed why $palladium is likely to significantly outperform $platinum though. and I havent even touched #rhodium yet. $SPD.AX $GENM.TO $PGE.v"
X Link 2025-09-26T08:09Z 5573 followers, 11.3K engagements
"Most people track $gold a few track $platinum but almost no one watches #rhodium - the quiet torque inside every PGM cycle ⚙ The #Rhodium / $Gold ratio just broke out of a 4-year flag following (what I expect is) another false breakdown out of the 15-year channel. A simple re-entry back into that channel alone implies XX XX % upside and a mean-reversion to mid-channel suggests X vs gold And when gold moves rhodium tends to move X harder. Thats exactly why were positioned in $SPD.AX (Southern Palladium) - one of the very few listed names where rhodium makes up XX % of project value. At todays"
X Link 2025-10-08T08:18Z 5573 followers, 12.7K engagements
"$COAL / $SILVER This is an underthrow. reclaim at long-term trend support. Price flushed and snapped back immediately. Monthly MACD is curling from compression which is where the violent relative moves originate. This is how rotation starts"
X Link 2025-11-05T18:01Z 5574 followers, 1640 engagements
"Contrary to popular belief. its not $PLATINUM that typically leads the next leg. Its $PALLADIUM The PALL/PLAT ratio is turning off a 40-year rising trend while price has spent the last X years in a controlled descending channel. We just tapped the channel base and micro-broke the 2023 downtrend. Translation: This is where Palladium historically starts leading - Platinum follows - Gold comes later. Letting the rotation speak"
X Link 2025-11-07T14:58Z 5575 followers, 2218 engagements
"$MLP.v / $KCLI.c #potash Not adding anything to the fundamentals - said enough already - but well probably revisit this next week; I was simply interested in the ratio perspective and this is what the chart is telling me. MACD curl or not the structure seems to be unchanged: lower high failed breakout massive supply RSI losing leadership and a bearish momentum profile that hasnt reversed. The ratio is still trapped in its April 2025 ascending channel and even a move up inside that channel still implies a potential XX% relative unwind back to the December 2024 breakout zone. Price action"
X Link 2025-11-19T21:34Z 5575 followers, 4776 engagements
"I got some laughs a couple of months ago when I mentioned $400$500 #oil but looking at the long-term channel its not a question if but when. $OIL is pushing into a major multi-decade squeeze with a bullish falling wedge RSI divergence and volume contraction - expansion setup. This is exactly how secular legs begin. And it lines up perfectly with the two ratio charts I posted earlier today: $OIL / $SILVER bouncing off a 40-year channel floor with a falling-wedge reversal $XLE / $SIL showing the same seller-exhaustion and divergence pattern Individually bullish. Together theyre pointing to the"
X Link 2025-11-30T17:47Z 5575 followers, 18.6K engagements
"When you see $CL pushing back into the 60s later today or this week just remember who gave you the (deep value) signal over the weekend. and for the last couple of weeks. #OIL #ENERGY"
X Link 2025-12-01T07:59Z 5575 followers, 1643 engagements
"$NG Natural gas is looking really perky here. It's breaking out in real time and if this strength continues especially on the higher time frames it starts to look like a proper quarterly breakout (see post below). To me that signals a clear cycle confirmation for the broader #energy complex. And if this move persists I expect our nat-gas play - which is also shaping up well - to perform extremely strongly in the months/years ahead"
X Link 2025-12-03T11:51Z 5575 followers, 3534 engagements
"$NG = front-month natural gas. $FCG = the U.S. gas-producer equity ETF. On FCG/NG producers have been in a big falling-wedge inside a long-term rising channel. They broke out hard in 2023 and the entire move has now been unwound back to the bottom of that structure. Youre basically staring at: - a multi-year rising channel - a falling wedge nested inside it - a huge breakout in 2023 - a full reset back to the lowest wedge support Zero structural damage. This is exactly the spot where producers lead not the commodity. They bottom first rerate first and start moving while NG itself is still"
X Link 2025-12-04T07:40Z 5574 followers, 1136 engagements
"#OIL #ENERGY $XOP = U.S. oil & gas E&P stocks. $CL = front-month WTI crude. On $XOP / $CL youre not looking at one rounded base. youre looking at two: a 20082014 bowl and a larger 20142025 bowl both capped by the same descending trendline. Now price is pressing into the final apex. If (when) this snaps the measured move from the last cycle points to a multi-year path toward X on the ratio over X outperformance from here. And just like the $FCG / $NG chart I posted earlier today these are the large caps; the small names will have WAY more upside"
X Link 2025-12-04T07:57Z 5574 followers, 6911 engagements
"$SOU.v #NATGAS $NG"
X Link 2025-12-05T19:54Z 5574 followers, 2494 engagements
"Someone said breakout Natty is +10% since my post last weekend $NATGAS $NG #ENERGY"
X Link 2025-12-05T20:03Z 5573 followers, 3078 engagements
"$NG #NATGAS and there you go. Literally a few hours later. it always seems to play out like this 😁 $SOU.v the junior #gas pick I was referring to just broke out cleanly. This is a very important technical level as you can see from the chart below; everything is lining up nicely. We were almost XX higher just three years ago which gives you a sense of the potential torque if this cycle keeps building. Ill dig deeper into this name on Monday in a proper write-up but for now: the weekly breakout is real the structure is right and the setup is exactly what I hinted at earlier today"
X Link 2025-12-05T21:16Z 5575 followers, 3965 engagements
"$SURG.v $COPPER Its literally in the name. This thing has been surging ever since I added it in the $0.15$0.16 range late July and today were printing $XXXX. Textbook structure: breakout - flag - breakout - acceleration. Volume confirming every leg. And heres the part most people still dont realise: In my view this still looks like first-inning stuff. Multi-year downtrend broken fresh momentum and the higher-timeframe target hasnt even started to price in yet"
X Link 2025-12-06T21:45Z 5575 followers, 4995 engagements
"DVS Weekly #49 just dropped. #Energy has been hiding in plain sight. Plenty of new setups one new pick and a tightening macro backdrop across the board. Full breakdown here:"
X Link 2025-12-06T22:54Z 5574 followers, 2103 engagements
"$XOP This is why Ive added another #OIL name (Substack) to an already tight energy list; and why a new #GAS pick is coming next. This monthly setup on $XOP is ridiculously bullish: multi-year base cup-and-handle structure RSI turning MACD bottoming and price coiling right under a neckline thats been tested for 5+ years. The longer the base the higher the launch. #Energy is loading Wait until you see my next post: $XME vs $XOP; the rotation chart that explains exactly why Im increasing energy exposure here"
X Link 2025-12-07T10:12Z 5574 followers, 3441 engagements
"$XME / $XOP #Metals / #Energy This is the rotation chart I hinted at earlier. After a perfect touch of the 20-year channel top (monthly) and lost the micro-channel and now retesting from below (weekly) the message is simple: #Metals just hit a cycle high vs E&P. #Energy seems to be next in line. RSI rolling MACD flattening wick rejection at long-term resistance; this is what the start of a rotation looks like not the end. Both can (will) rise but the leader is what drives the outsized gains. #Energy #Metals #Rotation $LCX.v $SOU.v"
X Link 2025-12-07T10:29Z 5575 followers, 2082 engagements
"#OIL $WTI $CL Lining up structurally here. $USO just broke the weekly downtrend. Hence I bought a boatload of $USO calls last week"
X Link 2025-12-08T07:52Z 5575 followers, 2630 engagements
"On Friday I had a chat w/ @TheApeOfGoldST about #NATTY $NG ripping while my junior #gas pick $SOU.v barely moved. I told him I expected a push soon and that Id post the full breakdown on Monday. He probably missed the Monday part but thats fine 😘 The more eyes on this one the better. What did catch my attention is that @RockBtmEntries is also sniffing around this name. Last time - as far as I know - both of us ended up on the same pick $MLP.v and it went absolutely nuts. So if thats any guidance well you get the idea. No guarantees obviously but the setup is the setup. Dropping more info in"
X Link 2025-12-08T12:33Z 5574 followers, 3005 engagements
"Southern Energy Corp $SOU.v $SOUTF I flagged $SOU.v over a month ago on Substack in the $0.0650.07 range. It has been grinding higher ever since and finally broke out on Friday. It is still very early days. Heres why this remains a top-tier sub-C$100M gas name. What is Southern Energy US Gulf Coast #gas producer focused on Mississippi with optionality in Louisiana and East Texas. Conventional reservoirs horizontal wells existing infrastructure straightforward execution. Direct leverage to US gas: LNG build-out southeast US power demand and regional pricing premiums. Management has real"
X Link 2025-12-08T13:48Z 5573 followers, XXX engagements
"Southern Energy Corp $SOU.v $SOUTF I flagged $SOU.v over a month ago on Substack in the $0.0650.07 range. It has been grinding higher ever since and finally broke out on Friday. It is still very early days. Heres why this remains a top-tier sub-C$100M gas name. What is Southern Energy US Gulf Coast #gas producer focused on Mississippi with optionality in Louisiana and East Texas. Conventional reservoirs horizontal wells existing infrastructure straightforward execution. Direct leverage to US gas: LNG build-out southeast US power demand and regional pricing premiums. Management has real"
X Link 2025-12-08T13:50Z 5575 followers, 6424 engagements
"$SOU.v $XOP This is what I meant when I said it is still early. For those who havent read the fundamental case for $SOU.v yet read that first the technicals only reinforce it: A multi-year falling wedge on the monthly finally broke to the upside. Momentum is turning and the ratio just printed its first higher monthly close in years. These are exactly the conditions you watch for when a micro-cap starts outperforming its own sector after a long bleed. The structure is clear. The downtrend is broken. The base is forming. The potential move is large. Most of the crowd never looks at ratios like"
X Link 2025-12-08T14:09Z 5573 followers, 2965 engagements
"$CL $WTI $OIL $BRENT $USO $BNO Dropped my TOP oil name for now on Substack - plus a mini oil deep dive. Not a major not a household ticker but hands down the cleanest setup Im seeing in onshore light oil. Think Brent-linked modern horizontals in a very old basin netbacks in the low-30s and a drill bit that routinely pays itself back in XX days. That combination alone puts it in rare air. What makes it stand out Trading at roughly XXXX cash flow () Yes you read that right. while still posting positive earnings and self-funded growth. No debt anchor. No equity-raise treadmill. Just execution."
X Link 2025-12-08T22:59Z 5575 followers, 2401 engagements
"$RHODIUM / $SILVER Rhodium just spent three years bleeding off a vertical blow-off without breaking the long-term structural channel. MACD has fully reset and is starting to curl from washed-out levels. This is why I think #Rhodium will massively outperform $SILVER $GOLD $PLATINUM and $PALLADIUM in the next cycle: youre coming out of a deep compression with supply concentration zero new projects and a structural deficit brewing underneath. When this thing re-enters its primary trend the move will make the other precious metals look flat. How to play this $SPD.AX $SLP.L $SAPLF"
X Link 2025-12-09T10:33Z 5574 followers, 2752 engagements
"$XOP #Energy #Gas #Rotation Substack supporters; head over to the "🔥 New Pick Thread". I havent fully finalised the DD yet but the more eyes the better. This one will likely be a new add. It ticks a lot of boxes: X Tcf 2C shallow conventional gas and it still trades at roughly XXXX cents per Mcf on a 2C basis (to name a few.). Insanely undervalued on any peer comp. And yes; this 👇 is the chart I was referring to over the weekend. The structure speaks for itself"
X Link 2025-12-09T11:23Z 5574 followers, XXX engagements
"$XOP #Energy #Gas #Rotation Substack supporters; head over to the "🔥 New Pick Thread". I havent fully finalised the DD yet but the more eyes the better. This one will likely be a new add. It ticks a lot of boxes: X Tcf 2C shallow conventional gas and it still trades at roughly XXXX cents per Mcf on a 2C basis () To name a few. Insanely undervalued on any peer comp. And yes; this 👇 is the chart I was referring to over the weekend. The structure speaks for itself"
X Link 2025-12-09T11:23Z 5574 followers, 3011 engagements
"$NG $UNG #GAS Breakout backtest go"
X Link 2025-12-09T15:47Z 5575 followers, 1652 engagements
"#HELIUM names look ready to blow. No pun intended #TIMESTAMP Ill circle back when it moves"
X Link 2025-12-09T19:52Z 5573 followers, 1289 engagements
"$GOLD / $SILVER #GSR Weekly RSI just hit its lowest since the 2020 silver peak. this usually forces a breather"
X Link 2025-12-09T22:30Z 5575 followers, 1374 engagements
"#OIL $CL $WTI $USO Digging through more oil names again and honestly. Im still stunned by whats hiding in plain sight. You can buy a sub-$50M producer today paying a X% dividend with strong netbacks cash on the balance sheet and a payout ratio thats actually covered by real FFO. Now compare that to the closest $SILVER company that even pays a dividend $SVM a $1.3B market-cap name yielding 0.6%. One offers yield cash generation and upside. The other offers.size. Which ones the better buy"
X Link 2025-12-10T14:15Z 5574 followers, 1005 engagements
"$NMI.v Dropped updated economics with after-tax NPV pushing up to US$747M and IRR XX% in the divergent case. tick-tock tick-tock"
X Link 2025-12-10T15:00Z 5574 followers, XXX engagements
"Anything-but-a-bargain entry here on $SSV.v in my view. One of the better $SILVER developers out there but were now tagging the same multi-year monthly RSI zone we saw in 2020 right as price completes a big cup back into that prior high. Could it break straight through Sure. but structurally it makes more sense to me that this either pauses or pulls back into the C$0.35 area along the rising trend before any sustained move into 2026/27. If we do get a breakout first Id still expect a retest of that breakout zone. which is exactly why I wouldnt be initiating a new position up here"
X Link 2025-12-10T16:14Z 5575 followers, 7651 engagements
"Had a surprise Cameco deep dive lined up this week $CCJ but its been a bit nuts. Ive already dropped enough free value for today 😉 Expect it sometime next week. If you missed it: heres the Deep-Value Signal Alert on Tusker Minerals $TSK.ax 👉 Deep-Dive series on Substack stays rolling every XX weeks. some names just take a little more work"
X Link 2025-12-10T16:30Z 5574 followers, 1673 engagements
"$SSV.v A quick follow up on the earlier chart; that wasnt a sell call simply outlining where I would look for an entry. Up here youre either waiting for a pullback into the rising trend or a clean breakout and in both cases you can usually buy the back-test anyway. Fun fact: Thomas Bulkowski actually studied this. Roughly 6070% of breakouts do retest their breakout level and after that retest about half go on to make higher highs and half fail. Interesting dynamics and its exactly why I prefer to let price come to me rather than chase here. Not advice; sharing what Im seeing. Hope it helps"
X Link 2025-12-10T21:33Z 5575 followers, XXX engagements
"IAC clays absolutely anchor the low-cost HREE curve. Not disputing that but its simply wrong to claim clays = most global supply or Molycorp blew up therefore all carbonatites are uneconomic. Springer is a different trade: shallow hard-rock with X% TREO a XX% HREE value kicker and #Gallium optionality in Ontario. Whether it clears the cost curve will depend on metallurgy and scale. not on a generalisation. Moreover a 2025 review of clay-hosted REE deposits notes that most of global HREE production comes from ion-adsorption deposits. - Nature Communications likewise confirms that global heavy"
X Link 2025-12-11T14:32Z 5573 followers, XXX engagements
"$VLTA.c Fun little back-and-forth today between @UsenmezKerem (CEO of Volta) @realTimHack and myself on the #REE cost curve (and more). Always enjoy these discussions. sharp minds different angles same goal: understanding what actually matters in this sector.🤝"
X Link 2025-12-11T14:37Z 5575 followers, 2135 engagements
"Im with you that Ozzie/Africa rock is where a lot of the real competition sits. I own a few there myself. My only point is that when we zoom into one small $20m project broad only clays can compete takes become a bit apples vs oranges. Especially the first two holes at Springer are objectively world-class intercepts; whether the project is truly cost-competitive will only be clear once weve seen the full resource metallurgy and HREE/Ga data. Anything else is verdict first evidence later"
X Link 2025-12-11T15:16Z 5573 followers, XX engagements
"$CGNT.v Less than three weeks ago $CGNT.v was trading around C$0.21. now its sitting near C$0.45 a little over X that level. I was talking about a $COPPER spring starting to coil Fast forward and Frank Giustra just added 500k shares at $XXXX and todays MD-052 hit 208m of XXXX% CuEq within 343m of XXXX% CuEq extending the third high-grade core at Mocoa and keeping it open in multiple directions. Youre looking at XXXX Blbs CuEq inferred at XXXX% CuEq in a C$60M wrapper with fresh insider confirmation. Pretty huge"
X Link 2025-12-11T17:35Z 5574 followers, XX engagements
"$SILJ $SILVER First real hurdle sits right here around $28-29. Ignoring the Feb XX Silver Squeeze spike. Once that level clears the technical magnet is $3536"
X Link 2025-12-11T17:40Z 5575 followers, 1652 engagements
"$NG #NATGAS monthly still looks very constructive to me. Weve run straight into that big resistance band and as usual with natty it didnt blast through on the first try. Zoomed-in 4H inset shows price rejecting and now back-testing the red zone as support; what you want to see after an initial breakout attempt: higher lows cooling momentum no structural damage. As long as this red band holds (and we could even dip into that strong 4.004.10 support) Im treating this as a textbook first hit + shakeout rather than a failed breakout"
X Link 2025-12-11T20:25Z 5575 followers, 1442 engagements
"@AlbertaOG Smart man"
X Link 2025-12-12T06:22Z 5574 followers, XX engagements
"$GOLD(en) channel ✅"
X Link 2025-12-12T10:45Z 5575 followers, 1006 engagements
"$MMA.v $COPPER Bull flag - breakout - backtest. Textbook. Smart money is (or must be) accumulating here. the structure couldnt be cleaner"
X Link 2025-11-15T11:01Z 5575 followers, 4533 engagements
"$ATY.v Like $MMA.v this $COPPER / $GOLD play has been bull-flagging (for X months) and has already broken out. Had to switch to a line chart to show it cleanly but the structure is undeniable. My top small-cap goldcopper producer"
X Link 2025-11-15T11:15Z 5575 followers, 2279 engagements
"$HG $COPPER / $SI $SILVER Monster setup. Posted this chart last month - expected it to hold - it did so far. Now weve got a massive potential bullish monthly wick forming and if it matures in the final XX days of the month this becomes an extremely explosive copper-vs-silver setup. Reminder: ratio charts dont mean silver drops. They simply show relative strength. Silver can still go up; just potentially less than copper in the months (and possibly years) ahead. If I forget to post the follow-up in XXX weeks remind me 😁"
X Link 2025-11-20T16:47Z 5575 followers, 4455 engagements
"$CGNT.v $COPPER spring loaded. Price has been grinding into a major down-trend + long-term support with momentum flattening out. Above $0.230.24 = game on"
X Link 2025-11-22T12:22Z 5575 followers, 15.2K engagements
"$COPPER / $SILVER End-of-month candle coming up"
X Link 2025-11-24T15:01Z 5575 followers, 2420 engagements
"$COPPER's structure looks clean here. two rounded bases back-to-back both with the same rhythm and momentum turn. RSI and MACD confirm the right-hand side is doing exactly what it should. Unless this rolls back inside the curve this leans continuation"
X Link 2025-11-26T14:41Z 5575 followers, 1619 engagements
"$COPPER $HG CUP & HANDLE OF THE DECADE Last month I flagged that copper spot had already broken out on the monthly. Earlier this month I checked futures and they hadnt broken out yet. That was the only thing that worried me; spot leading is great but futures lagging can delay confirmation. But look at it now: If we get this monthly close above resistance the entire futures structure triggers; and the setup becomes textbook perfect. This is one of the cleanest cup & handle patterns youll ever see on a major commodity. Multi-year base clean handle consolidation RSI mid-range MACD turning."
X Link 2025-11-28T08:35Z 5575 followers, 2468 engagements
"$MMA.v $COPPER After a X move in four months it needed a breather. Redrew the bull flag slightly now that the channel has formed properly. its a clean two-month flag after a major run. The longer the flag the larger the measured move. And this one has space. Long-term: still looks like a $10+ story"
X Link 2025-11-30T10:29Z 5575 followers, 7968 engagements
"$ATY.v $COPPER $GOLD Looks like a valid inverted head and shoulders forming. Once were above that green neckline this entire pullback is usually erased pretty quickly"
X Link 2025-11-30T10:35Z 5575 followers, 1113 engagements
"$CGNT.v $COPPER Ten days ago vs now; the differences arent subtle"
X Link 2025-12-02T17:29Z 5575 followers, 3941 engagements
"Nothing has changed on the $COPPER majors $SILVER majors chart. if anything the setup has only strengthened. We got the breakout in late October. We back-tested the line. Held it perfectly. And now the ratio is powering higher again. MACD is curling hard; classic momentum shift. $COPX $SIL until the chart says otherwise. #Copper #Silver #Rotation #Commodities"
X Link 2025-12-04T09:06Z 5575 followers, 3303 engagements
"$NG rips +5% today but my junior #gas pick is barely moving. Classic junior lag. and honestly just more confirmation this is a gift. The chart still looks insanely bullish. Patience the coil is doing exactly what it should. Volcano loading 🌋 Dropping the name on Monday"
X Link 2025-12-05T14:54Z 5575 followers, 4957 engagements
"$SILVER a quick word of caution Not just from the ratio-chart side where silver is starting to stretch versus a whole range of commodities but also when you line up the big RSI extremes on the 6-month chart across the four major historical runs. History never repeats but it does rhyme and the pattern is surprisingly consistent. - 1979 the 6-month RSI blows out MACD lags and the final Hunt-era spike into early 1980 comes a few months later. - 2007 the RSI goes vertical into the pre-GFC run and the blow-off into early 2008 again lands only a handful of months after that signal. - 2011 the"
X Link 2025-12-09T22:12Z 5575 followers, 6950 engagements
"$CRB / $SPX For those calling the commodity bull over: this is what commodity bulls look like once translated into stocks. Were sitting at the same relative lows as the COVID crash and rotating S&P XXX exposure into commodities here may well be the trade of the decade"
X Link 2025-12-12T08:38Z 5575 followers, 1145 engagements
"$KCLI.c $APCOF The gift that keeps on giving. Flagged early. Structure matured. Price keeps confirming"
X Link 2025-12-12T15:10Z 5575 followers, 3633 engagements
"$PLATINUM / $GOLD Multi-decade falling bullish wedge on the ratio. Momentum basing downside pressure fading. A break above the wedge would signal the first real platinum outperformance vs gold since 2008. Early. but a setup you dont ignore"
X Link 2025-12-12T20:11Z 5575 followers, XXX engagements