# ![@ManishSahu1008 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1739908223048785920.png) @ManishSahu1008 Manish मनीष

Manish मनीष posts on X about silver, gold, $nexa, $zim the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1739908223048785920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1739908223048785920/c:line/m:interactions.svg)

- [--] Week [---] +1,775%
- [--] Month [-----] -78%
- [--] Months [------] +18%
- [--] Year [------] +117%

### Mentions: [--] [#](/creator/twitter::1739908223048785920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1739908223048785920/c:line/m:posts_active.svg)

- [--] Month [--] -60%
- [--] Months [--] +132%
- [--] Year [---] +146%

### Followers: [---] [#](/creator/twitter::1739908223048785920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1739908223048785920/c:line/m:followers.svg)

- [--] Week [---] -2.90%
- [--] Month [---] -2%
- [--] Months [---] +33%
- [--] Year [---] +257%

### CreatorRank: [---------] [#](/creator/twitter::1739908223048785920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1739908223048785920/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [celebrities](/list/celebrities) 

**Social topic influence**
[silver](/topic/silver), [gold](/topic/gold), [$nexa](/topic/$nexa), [$zim](/topic/$zim), [$sbsw](/topic/$sbsw), [investment](/topic/investment), [$silver](/topic/$silver), [$aem](/topic/$aem) #22, [money](/topic/money), [$eqx](/topic/$eqx)

**Top accounts mentioned or mentioned by**
[@kacperpkch](/creator/undefined) [@danielbraden18](/creator/undefined) [@christankerfund](/creator/undefined) [@marketsgonewild](/creator/undefined) [@dmuthuk](/creator/undefined) [@mmpandit](/creator/undefined) [@convertbond](/creator/undefined) [@filiusvi](/creator/undefined) [@unusualwhales](/creator/undefined) [@zerohedge](/creator/undefined) [@charlesbonnerjr](/creator/undefined) [@tradedollarnut](/creator/undefined) [@dariocpx](/creator/undefined) [@secrets4stocks](/creator/undefined) [@potassiumphd](/creator/undefined) [@15](/creator/undefined) [@84](/creator/undefined) [@3450](/creator/undefined) [@thejerzway](/creator/undefined) [@graphfinancials](/creator/undefined)

**Top assets mentioned**
[Nexa (NEXA)](/topic/$nexa) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [EQIFi (EQX)](/topic/$eqx) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Newmont Corporation (NEM)](/topic/$nem) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [SPDR GOLD ETF (GLD)](/topic/$gld) [PAN American Silver Corp (PAAS)](/topic/$paas) [GrokCoin (GROKCOIN)](/topic/grok) [Edu3Labs (NFE)](/topic/$nfe) [TotalEnergies SE (TTE)](/topic/$tte) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Monster Beverage Corp (MNST)](/topic/$mnst) [Smooth Love Potion (SLP)](/topic/$slp) [Royal Gold Inc (RGLD)](/topic/$rgld) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Lithium (LITH)](/topic/lithium) [Frontline Ltd. (FRO)](/topic/$fro) [Vixco (VIX)](/topic/$vix) [IonQ, Inc. (IONQ)](/topic/$ionq) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Validity (VAL)](/topic/$val) [Companhia Energetica De Minas Gerais-CEMIG (CIG)](/topic/$cig) [Itau Unibanco Holding S.A. (ITUB)](/topic/$itub) [Ecopetrol S.A (EC)](/topic/$ec) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Boise Cascade Company (BCC)](/topic/$bcc) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Nobel laureate Paul Krugman has pointed out CPI excluding food shelter energy transportation and medical care is below 2%. 😊 Makes common people wonder where such Noble people live"  
[X Link](https://x.com/ManishSahu1008/status/1780859766505664545)  2024-04-18T07:23Z [--] followers, [--] engagements


"@TheJerzWay Was it #masfit which Smartfit aquired in colombia"  
[X Link](https://x.com/ManishSahu1008/status/1786855481182478729)  2024-05-04T20:28Z [--] followers, [---] engagements


"@dmuthuk Modi has peoples mandate with NDA majority to run the government and he needs to do that. sometimes center/right party supporters have too much virtue signaling. 2004/2009 was lead by a party with [---] seats. BJP has [---] today [---] times larger than the second party"  
[X Link](https://x.com/ManishSahu1008/status/1798128633623822473)  2024-06-04T23:04Z [--] followers, [---] engagements


"@dmuthuk Modi has peoples mandate with NDA majority to run the government and he needs to do that. sometimes center/right party supporters have too much virtue signaling. 2004/2009 was lead by a party with [---] seats. BJP has [---] today [---] times larger than the second party"  
[X Link](https://x.com/ManishSahu1008/status/1798128814628954266)  2024-06-04T23:04Z [--] followers, [---] engagements


"@dmuthuk Strongly disagree Sir So by your virtue standards what should Annamalai as president of TN BJP do Modiji has [---] party seats for BJP [---] times bigger than the second largest party. Both Modiji and Annamalai need to work and continue to build Bharat"  
[X Link](https://x.com/ManishSahu1008/status/1798132976003514512)  2024-06-04T23:21Z [--] followers, [---] engagements


"@GraphFinancials @Sorenthek Yes India buys the most gold jewellery and it is seen as a form of Money. So Gold jewellery buys in India and many countries is an investment which has increased [--] folds since [----] to [----] in local currencies"  
[X Link](https://x.com/ManishSahu1008/status/1799572546997862743)  2024-06-08T22:41Z [--] followers, [---] engagements


"@robin_j_brooks As a frequent visitor to Mexico for more than a decade I can agree that it is 20% overvalued at [--] to a dollar. In 20/21 it had dropped to [--] to a dollar. Based on current mexican prices [--] to [--] pesos for a US dollar would be closer to parity"  
[X Link](https://x.com/ManishSahu1008/status/1799588166774755466)  2024-06-08T23:43Z [--] followers, [---] engagements


"@filiusVi Either way $BAK ADR is cheap below $7 @ current maket rate after CPI conclusion probable valuation over $11 ADR"  
[X Link](https://x.com/ManishSahu1008/status/1799908090160238865)  2024-06-09T20:55Z [--] followers, [---] engagements


"@filiusVi And mush higher over $15 foy a buyout"  
[X Link](https://x.com/ManishSahu1008/status/1799908468843044950)  2024-06-09T20:56Z [--] followers, [--] engagements


"@elonmusk Probably Elon is fighting hard for Grok alignment with $Appl"  
[X Link](https://x.com/ManishSahu1008/status/1800271358615798084)  2024-06-10T20:58Z [--] followers, [--] engagements


"@unusual_whales Wow now does it mean anyone using adobe has licensed all the proprietary info on their pdf's to $ADBE"  
[X Link](https://x.com/ManishSahu1008/status/1800303099392983438)  2024-06-10T23:04Z [--] followers, [--] engagements


"@zerohedge Maybe they would have liked their Grok AI to partner and may lose market share"  
[X Link](https://x.com/ManishSahu1008/status/1800308073829191921)  2024-06-10T23:24Z [--] followers, [--] engagements


"@unusual_whales Any reason for Fed rate to be higher than CPI + 1%"  
[X Link](https://x.com/ManishSahu1008/status/1811388257395249651)  2024-07-11T13:13Z [--] followers, [--] engagements


"@TradingThomas3 Any reason for Fed rate to be higher than CPI + 1% (3+1=4%)"  
[X Link](https://x.com/ManishSahu1008/status/1811388705497874432)  2024-07-11T13:14Z [--] followers, [---] engagements


"@LawrenceLepard Any reason for Fed rate to be higher than CPI + 1% (3+1=4%)"  
[X Link](https://x.com/ManishSahu1008/status/1811389315521622491)  2024-07-11T13:17Z [--] followers, [--] engagements


"@charliebilello Any reason for Fed rate to be higher than CPI + 1% (3+1=4%)"  
[X Link](https://x.com/ManishSahu1008/status/1811390590036381770)  2024-07-11T13:22Z [--] followers, [---] engagements


"@zerohedge Any reason for Fed rate to be higher than CPI + 1% (3+1=4%)"  
[X Link](https://x.com/ManishSahu1008/status/1811390868349444243)  2024-07-11T13:23Z [--] followers, [---] engagements


"@TruthSpeaksAUM @MinhazMerchant It is over 80% percent to be precise and the new consensus will be clear about it in early [----] my estimate is @84 Hindus in India based on [----] census and over [---] Billion in workd. Lot of people benefit in undermining strength of Hinduism unfortunately even Hindus buy it"  
[X Link](https://x.com/ManishSahu1008/status/1831199771157049444)  2024-09-04T05:17Z [--] followers, [--] engagements


"@anasalhajji @Kacper_PK_CH The currency has depreciated less than 2% last year. There is no specific data in the article regarding forex reserves which has increased. Also India/Indian households have imported Avg over [---] Tonnes Gold every year since [----] how are other currencies relative to Gold"  
[X Link](https://x.com/ManishSahu1008/status/1845391281456910520)  2024-10-13T09:09Z [--] followers, [---] engagements


"@JeffSnider_EDU @Kacper_PK_CH Perhaps the real canary in coal mine is the performance of all respective currencies vs gold"  
[X Link](https://x.com/ManishSahu1008/status/1845391611049496581)  2024-10-13T09:10Z [--] followers, [----] engagements


"@mmpandit Yes please. Setting Adi Shankaracharya date to [---] BCE as per records of Shankaracharya Matt's is a no brainer priority to get Indian True History record straight from Mahabharat war to Now. The invaders had reasons to alter those dates to undermine True Bharatiya Civilization"  
[X Link](https://x.com/ManishSahu1008/status/1845639016332378581)  2024-10-14T01:33Z [--] followers, [--] engagements


"@charlesbonnerjr Charles hope you got Stifel downgrade memo"  
[X Link](https://x.com/ManishSahu1008/status/1849045246874702088)  2024-10-23T11:08Z [--] followers, [---] engagements


"@charlesbonnerjr Downgraded $STNG to hold with $65 target down from $90"  
[X Link](https://x.com/ManishSahu1008/status/1849047551283957831)  2024-10-23T11:17Z [--] followers, [---] engagements


"@danielbraden18 $NFE is interesting lost tremendous market cap (75%) this year primarily due to financing concern which appear to be over. Lot of energy infrastructure projects on pipeline. What's your timeframe on this investment.or thesis exit . - Thanks bro"  
[X Link](https://x.com/ManishSahu1008/status/1849127368989856044)  2024-10-23T16:34Z [--] followers, [---] engagements


"@Kacper_PK_CH Was looking into $NFE. A beaten down (75% this year) energy infrastructure stock due to financing concern which they have recently resolved at some cost. it may have long term potential from [----] onwards"  
[X Link](https://x.com/ManishSahu1008/status/1849259196287529337)  2024-10-24T01:18Z [--] followers, [---] engagements


"@Kacper_PK_CH @IGWTreport From the diagram it's clear that relative to M2 money supply gold is cheap yet unable to see the coordinates on the graph the X and Y axis. So unable to read the graph with values"  
[X Link](https://x.com/ManishSahu1008/status/1851061498895847424)  2024-10-29T00:40Z [---] followers, [--] engagements


"@jdsheal @heliate88 Why do you think the price has increased from August lows The Rio buy out in Lithium sector can be one factor. At what price do you think the CEO of $SGML could sell"  
[X Link](https://x.com/ManishSahu1008/status/1851217388743594145)  2024-10-29T10:59Z [--] followers, [---] engagements


"@Kacper_PK_CH @chutneylife Now I wonder how many of such "wannabe showing my daily wealth" people will come out of the closet during this bull market . Maybe someone can do a phd thesis on the impact of such people in fueling the Bull Market"  
[X Link](https://x.com/ManishSahu1008/status/1854411007637991652)  2024-11-07T06:30Z [--] followers, [--] engagements


"@mmpandit The international mistreatment of Hindu minorities like in Bangladesh Canada and the defining silence of that mistreatment by majority of Indian media and leftist parties also may have played a role"  
[X Link](https://x.com/ManishSahu1008/status/1860793028450861319)  2024-11-24T21:10Z [--] followers, [--] engagements


"@danielbraden18 Both looking decent. Zim will mostly have good q4 so good chance of yo yooing higher like it did last month. NFE may give also a good csp return for say $10.5 price"  
[X Link](https://x.com/ManishSahu1008/status/1865477708567716108)  2024-12-07T19:25Z [--] followers, [--] engagements


"@mmpandit Yes many mistakenly think Kaliyug is a linear downward line. Many things are better today than [---] yrs back like life span etc. Sanatan Dharm will be there forever while many other religious forms which have origin have an end. Kaliyug is best for Sadhana and God's Grace"  
[X Link](https://x.com/ManishSahu1008/status/1866916281070522411)  2024-12-11T18:41Z [--] followers, [---] engagements


"@Kacper_PK_CH 🙏 Thanks will keep an eye on these. On the consumer energy drink category your $celh looks very promising in [----] let's see :)"  
[X Link](https://x.com/ManishSahu1008/status/1875946226249834838)  2025-01-05T16:43Z [--] followers, [--] engagements


"@Kacper_PK_CH @choi_hojoon Statistica shows in [----] [----] Million federal and [-----] M state and local employees. Number of private sector jobs dependent on government spending can be an equally big number. So it probably comes to how much spending is reduced. and how much is the severance package"  
[X Link](https://x.com/ManishSahu1008/status/1881912450272080259)  2025-01-22T03:51Z [--] followers, [--] engagements


"@danielbraden18 $Zim price @ $16 Q3 EPS $9.3. So in Q3 + Q4 EPS $zim will make more than $16 plus they have plenty of cash cushion. Math is not Mathing. Volatility can go both ways but currently priced only in deep negative territory"  
[X Link](https://x.com/ManishSahu1008/status/1881927675847311458)  2025-01-22T04:51Z [--] followers, [---] engagements


"@danielbraden18 @christankerfund If one owns $zim it will be down 10% and if not it will be up 30% $zim can make this math math. 😂"  
[X Link](https://x.com/ManishSahu1008/status/1882285325684519151)  2025-01-23T04:32Z [--] followers, [---] engagements


"@Finprofz Vaibhav good your friend did not come to US/European countries we will tax 45% plus (federalstate income tax property tax) and when you spend we will charge 10% "  
[X Link](https://x.com/ManishSahu1008/status/1883124272761303397)  2025-01-25T12:06Z [--] followers, [--] engagements


"@Kacper_PK_CH Any equities/etf names for trend - Thanks"  
[X Link](https://x.com/ManishSahu1008/status/1885805876482634098)  2025-02-01T21:42Z [--] followers, [--] engagements


"@Kacper_PK_CH @marketsgonewild I have $PXT their oil reserves were a concern last year and hence the drop in price. Yet the price is so low that given the tariff it has a great potential and would not be surprised if it doubles at some point this year. $GPRK is targeting @ triple growth @ 100KBD by 2030"  
[X Link](https://x.com/ManishSahu1008/status/1886179493863178655)  2025-02-02T22:26Z [--] followers, [---] engagements


"@danielbraden18 One at a time.it is Container ships this week so $zim.maybe next week it is tanker week bro so $fro"  
[X Link](https://x.com/ManishSahu1008/status/1889576771785273693)  2025-02-12T07:26Z [--] followers, [---] engagements


"@ZeeContrarian1 Which brokerage will $VIX futures trading"  
[X Link](https://x.com/ManishSahu1008/status/1896748322318377088)  2025-03-04T02:23Z [--] followers, [---] engagements


"@tradedollarnut @christankerfund Does anyone know how much trade/Shipping Freight has increased between Mexico and China/Asia since [----] The Mexican peso is almost flat since [----] and Mexico has become the largest trade partner bigger than China of US(although much of the trade is auto etc.)"  
[X Link](https://x.com/ManishSahu1008/status/1896750538005561509)  2025-03-04T02:32Z [--] followers, [--] engagements


"@Kacper_PK_CH @DarioCpx Wow I am assuming most of it is in JPY which is super low interest. If SoftBank bought $ assets on avg when JPY was strong say [---] then"  
[X Link](https://x.com/ManishSahu1008/status/1896760568926945472)  2025-03-04T03:12Z [--] followers, [--] engagements


"@Kacper_PK_CH With the dividend yield and capital investment in Argentina last year it has set itself on a decent growth path and the market pricing may be rewarding.:)"  
[X Link](https://x.com/ManishSahu1008/status/1897161640765960444)  2025-03-05T05:45Z [--] followers, [--] engagements


"@GTsonef @Kacper_PK_CH People who buy after hearing "to the moon". lot of stocks like palantir Peloton was in [----] quantum computing $IonQ etc"  
[X Link](https://x.com/ManishSahu1008/status/1899671332474007580)  2025-03-12T03:58Z [--] followers, [---] engagements


"@danielbraden18 Yep hopefully with time this price would heal. $ZIM had @ $18 EPS in [----]. In [----] they may make again $18 in EPS (Tax offset by lower investment in new ships and EPS boost from lower operating costs and RS closed till Q3). Happy to collect dividends on current stock"  
[X Link](https://x.com/ManishSahu1008/status/1900742616117113008)  2025-03-15T02:55Z [--] followers, [---] engagements


"One Year back Price of $ZIM was $9.6 If someone bought and is still holding overall dividend collection in a year would be $7.98"  
[X Link](https://x.com/ManishSahu1008/status/1903985922124681495)  2025-03-24T01:43Z [--] followers, [----] engagements


"@Chuckyb22074706 Even if for exdividend . 30% is way highrr rate"  
[X Link](https://x.com/ManishSahu1008/status/1904201487812530435)  2025-03-24T15:59Z [--] followers, [--] engagements


"@Kacper_PK_CH $FCX looks interesting last year it touched $55 currently @ $43 I have a small position and may add"  
[X Link](https://x.com/ManishSahu1008/status/1904715849442705892)  2025-03-26T02:03Z [--] followers, [--] engagements


"@Kacper_PK_CH Yep At Oil/Gas sector $GPRK close to $6.60 similar to pandemic level prices and $Val touched $30. remains to be seen how low or how long they stay at these prices ;)"  
[X Link](https://x.com/ManishSahu1008/status/1909026616828899376)  2025-04-06T23:33Z [--] followers, [---] engagements


"@Kacper_PK_CH In Utility sector $CIG ($1.7 good dividend yield). Maybe $ITUB in banking sector as it is the largest"  
[X Link](https://x.com/ManishSahu1008/status/1912320931894002063)  2025-04-16T01:43Z [--] followers, [--] engagements


"It appears that Gold may average over $3000 in [----]. Major tailwind for miners. $SBSW might produce 630k to 720k ounces of Gold in [----] including DRDGold stake. Avg price of Gold in [----] was $2400. In [----] the avg price of Gold is @ $400 higher than [----]. If this trend holds it adds @ $300 million in Gold annual revenue increase to $SBSW in [----] over [----] $SBSW might produce 630k to 720k ounces of Gold in [----] including DRDGold stake. Avg price of Gold in [----] was $2400. In [----] the avg price of Gold is @ $400 higher than [----]. If this trend holds it adds @ $300 million in Gold annual revenue"  
[X Link](https://x.com/ManishSahu1008/status/1925085989187551571)  2025-05-21T07:07Z [--] followers, [--] engagements


"@Kacper_PK_CH @Secrets4stocks Yep. Also Board enacted a Rights clause which came out after market close. The new ceo from June is ex ceo of $EC. The shares got beaten up along with cancelation of Argentina new acquisition"  
[X Link](https://x.com/ManishSahu1008/status/1930086805535371620)  2025-06-04T02:18Z [--] followers, [--] engagements


"@christankerfund $Zim This is Lit. we completed [--] weeks in this year. For next [--] [---] weeks the liner rates may overall be much higher than last year. So all in I would not be surprised with this year EPS between $15 to $22 range for a stock currently @ $17 🤷♂"  
[X Link](https://x.com/ManishSahu1008/status/1930152105744183639)  2025-06-04T06:38Z [--] followers, [---] engagements


"@Kacper_PK_CH Like Glencore good entry points"  
[X Link](https://x.com/ManishSahu1008/status/1930491936978457028)  2025-06-05T05:08Z [--] followers, [---] engagements


"$TTE TotalEnergies recently sold its share of [-----] boe/d in Nigeria to shell for $510m. Similar valuation for [---] times of production (over 36k boe/d) at $GPRK can value it north of $20. GPRK currently has EV of @ $730m at ($7.25). No wonder Pampa bought 10.2% in open market"  
[X Link](https://x.com/ManishSahu1008/status/1932588810149245183)  2025-06-11T00:00Z [--] followers, [---] engagements


"@Kacper_PK_CH @somecuriousgirl Love this optimism on low oil prices till [----] ;)"  
[X Link](https://x.com/ManishSahu1008/status/1937228157301719076)  2025-06-23T19:15Z [--] followers, [--] engagements


"@Kacper_PK_CH Sweet 8% this way bond can lose 3% every year in purchasing power while giving 5% interest"  
[X Link](https://x.com/ManishSahu1008/status/1937598229459370165)  2025-06-24T19:46Z [--] followers, [--] engagements


"@Kacper_PK_CH Added $SQM yesterday today up 8% :) maybe because of a mine shutdown in China. Also have $LAR"  
[X Link](https://x.com/ManishSahu1008/status/1945865542411456982)  2025-07-17T15:17Z [--] followers, [--] engagements


"@Kacper_PK_CH This could be significant for $EQX. They have forecasted 200k to 250k oz from Nicaragua in [----]. If this enhances the mine life and production it can add significant margin to an existing infrastructure"  
[X Link](https://x.com/ManishSahu1008/status/1950429833499988195)  2025-07-30T05:34Z [--] followers, [--] engagements


"@seethetrees1 @JasonEBurack @GoldForecast Yep good probability. Ramp up of new Greenstone mine to full production in [--] and start up of new Valentine mine are key for the rerate with production over 1000k oz in 2026"  
[X Link](https://x.com/ManishSahu1008/status/1951694822387147217)  2025-08-02T17:21Z [--] followers, [--] engagements


"@christankerfund @rsnedz At the least value it with the $ZIM cash on hand which maybe value it @ $27"  
[X Link](https://x.com/ManishSahu1008/status/1954846911606775997)  2025-08-11T10:06Z [--] followers, [---] engagements


"@christankerfund Now $ZIM up over $15% premarket with good volume 45% institutional ownership This is going to be interesting"  
[X Link](https://x.com/ManishSahu1008/status/1954857257092497810)  2025-08-11T10:47Z [--] followers, [---] engagements


"@Emroking @christankerfund Charles Schwab brokerage"  
[X Link](https://x.com/ManishSahu1008/status/1954858867235704902)  2025-08-11T10:54Z [--] followers, [--] engagements


"$ZIM rocket is on fire up 18% premarket with rumor buyout in Israeli newspaper and over 40% institutional holding and over 20% shorts"  
[X Link](https://x.com/ManishSahu1008/status/1954859825118220730)  2025-08-11T10:57Z [--] followers, [----] engagements


"@Kacper_PK_CH @marketsgonewild Like it both $SQM (Thanks to Piotr for re-entry on this) and $LAR"  
[X Link](https://x.com/ManishSahu1008/status/1954971188071104753)  2025-08-11T18:20Z [--] followers, [--] engagements


"$Gold $GLD the average price of Gold in Q1-2025 was @$2900 Q2 - $3300 and maybe will end Q3 @3450 the Q3 prices will determine the miners $Gdx $NEM $EQX Q3 results and their margins looks very promising"  
[X Link](https://x.com/ManishSahu1008/status/1963277192101847086)  2025-09-03T16:25Z [--] followers, [---] engagements


"@Kacper_PK_CH Cool $BCC hard to see it going below $80 unless a recession like it - Thanks"  
[X Link](https://x.com/ManishSahu1008/status/1963334903027937286)  2025-09-03T20:14Z [--] followers, [--] engagements


"@Kacper_PK_CH @squeezestreet @GoldSilverHQ Media is very busy with as $SPY/$QQQ reaching or near new highs Meme/new tech (like quantum) ripping over 10% in a day Chinese stocks U turns on tariff/policy no time for good old Gold and Silver which increase maybe couple of percent over a week"  
[X Link](https://x.com/ManishSahu1008/status/1969557609729396784)  2025-09-21T00:21Z [--] followers, [--] engagements


"@SilbergleitJr And Hyundai/Kia manufactured those cars whereas Carvana is car reseller :)"  
[X Link](https://x.com/ManishSahu1008/status/1969909008464036164)  2025-09-21T23:38Z [--] followers, [---] engagements


"@Kacper_PK_CH Maybe US found new money sitting in their Balance sheet ;)"  
[X Link](https://x.com/ManishSahu1008/status/1972643312101417193)  2025-09-29T12:43Z [---] followers, [--] engagements


"@Kacper_PK_CH @Slappeddd1 $SBSW is probably one of the largest producers of Rhodium @ 150k ounces annually. The price was less than [----] an ounce last year. This is positive for them and Rhodium can run higher and fast"  
[X Link](https://x.com/ManishSahu1008/status/1972772126869594425)  2025-09-29T21:15Z [---] followers, [---] engagements


"@Kacper_PK_CH @MPelletierCIO Maybe [---] ;) I like Rick Rules line I failed at Retirement"  
[X Link](https://x.com/ManishSahu1008/status/1973632192342642993)  2025-10-02T06:12Z [---] followers, [--] engagements


"@Kacper_PK_CH Excellent. Of this list any company now or near term watchlist for the "Click""  
[X Link](https://x.com/ManishSahu1008/status/1875941085715079353)  2025-01-05T16:23Z [--] followers, [--] engagements


"$Silver and $Platinum up again overnight and gold does not want to be left behind"  
[X Link](https://x.com/ManishSahu1008/status/2008380681525833980)  2026-01-06T03:30Z [---] followers, [---] engagements


"$NEXA up over 5% today $NEXA may rerate by June primarily due to Silver prices margin increase and Copper prices margin increase. Based on the current prices (as average going forward) of the commodities would not be surprised by the following (assigning 60% probability). Q4 results will provide the $NEXA may rerate by June primarily due to Silver prices margin increase and Copper prices margin increase. Based on the current prices (as average going forward) of the commodities would not be surprised by the following (assigning 60% probability). Q4 results will provide the"  
[X Link](https://x.com/ManishSahu1008/status/2009718051676270904)  2026-01-09T20:04Z [---] followers, [---] engagements


"@Kacper_PK_CH @ [----] both $AUD and $CAD were almost parity with USD lets see how next couple of years unfold if there is a commodity bull market"  
[X Link](https://x.com/ManishSahu1008/status/2013252916237250845)  2026-01-19T14:11Z [---] followers, [--] engagements


"@paola_rojas @AdamasIntel Dear Paola I would suggest using new ticker $LAR in place of old ticker $LAAC - Gracias"  
[X Link](https://x.com/ManishSahu1008/status/1885147963615297839)  2025-01-31T02:07Z [---] followers, [---] engagements


"@tradedollarnut @deyhatemetoo Maybe $AMR worthy of puts. The pricing of Met coal largely depends on Supply Australia and US as Russia is out of the equation due to sanctions and played a key role in [----] Met Coal price surge"  
[X Link](https://x.com/ManishSahu1008/status/1891188692321972584)  2025-02-16T18:11Z [--] followers, [---] engagements


"$Celh Up 35% after results. [----] Key Targets $2 billion+ total revenue [--] million in cost synergies from the Alani Nu ($1.8 B acquisition) Double-digit international sales growth. $MNST MCap @ 7xSales $Celh @$35 MCap is 4xSales"  
[X Link](https://x.com/ManishSahu1008/status/1892767565367128435)  2025-02-21T02:45Z [--] followers, [---] engagements


"@realroseceline Yes. $CELH with new acquisitions has half the US market share of MNST which has $50B MCap. $MNST trades for 7xSales. If $CELH trades for 30% discount to MNST than $2Bx4.9 = over $9B mCap which is almost 40% higher than todays price "  
[X Link](https://x.com/ManishSahu1008/status/1894636633049198685)  2025-02-26T06:32Z [--] followers, [---] engagements


"$GPN global payment networks has dropped from over $100 to $75 range a solid company and their new acquisition is not expensive. One can read analysis by several people on seekingalpha. Multiples are reasonable and liking it here"  
[X Link](https://x.com/ManishSahu1008/status/1932195673874866216)  2025-06-09T21:58Z [--] followers, [--] engagements


"Is this your best $PALL"  
[X Link](https://x.com/ManishSahu1008/status/1976018056548929882)  2025-10-08T20:13Z [--] followers, [--] engagements


"And what if one bought gold in year [----] for $300 per ounce I do not think one can realistically cherry pick bottoms and tops and hence comparison with peak or bottom prices are good for entertainment. Similar to one buying semiconductors in [----] or [----] big difference in returns"  
[X Link](https://x.com/ManishSahu1008/status/1980109000348938493)  2025-10-20T03:09Z [--] followers, [---] engagements


"Gold miners look attractive again if price consolidates here example Q2 [----] NEM realized price was @ $3280 the avg closing price in Q3 [----] is around $3480 and in October so far $4069 $NEM results today after close is going to be interesting and Q4 miner results if gold holds sideways maybe Spectacular 😊"  
[X Link](https://x.com/ManishSahu1008/status/1983503228026474530)  2025-10-29T11:56Z [--] followers, [---] engagements


"@Kacper_PK_CH I think you are headed to Italy. although would not be surprised if this ticker rises temporarily higher again to shake things up"  
[X Link](https://x.com/ManishSahu1008/status/1984095045188981062)  2025-10-31T03:08Z [--] followers, [--] engagements


"@Kacper_PK_CH The consistency of Glencores trading desk in making profit over last decade is very impressive. Kudos on your plan"  
[X Link](https://x.com/ManishSahu1008/status/1985500484078354719)  2025-11-04T00:12Z [--] followers, [---] engagements


"@GoldnGuitars What is your current take on $SMH as it did rise to reach 366"  
[X Link](https://x.com/ManishSahu1008/status/1985502768480796892)  2025-11-04T00:22Z [--] followers, [--] engagements


"@Kacper_PK_CH In short term this can give boost to prices yet after [--] years I wouldnt count on inflation adjusted price increase in US"  
[X Link](https://x.com/ManishSahu1008/status/1987309357323984952)  2025-11-09T00:00Z [--] followers, [--] engagements


"@Kacper_PK_CH Will be much fun if bitcoin enters winter hibernation"  
[X Link](https://x.com/ManishSahu1008/status/1988407653111071225)  2025-11-12T00:45Z [--] followers, [--] engagements


"@Kacper_PK_CH @amitisinvesting Looks like they have a feeling we might be in recession as they have to provide stimulus checks like Covid. Will we get one more late in September/October"  
[X Link](https://x.com/ManishSahu1008/status/1988607118329737274)  2025-11-12T13:57Z [---] followers, [---] engagements


"@Secrets4stocks $CLX $KMB $TTE"  
[X Link](https://x.com/ManishSahu1008/status/1993144042805190713)  2025-11-25T02:25Z [---] followers, [--] engagements


"Top [--] producers of Silver. $PAAS has completed merger with Mag Silver and maybe produce next year [--] m oz. $NEXA top [--] producer of zinc in world surprisingly produces 12m oz of Silver started a position this month in $NEXA"  
[X Link](https://x.com/ManishSahu1008/status/1994431822667665723)  2025-11-28T15:42Z [---] followers, [---] engagements


"@Kacper_PK_CH $Nexa is 5th largest zinc producer and @ [--] million OZ of silver per year. Made $100 M last quarter in profit with MCap of @ $900 m"  
[X Link](https://x.com/ManishSahu1008/status/1994763546186437090)  2025-11-29T13:41Z [--] followers, [--] engagements


"$Nexa is 5th largest zinc producer and @ [--] million OZ of silver per year. Made $100 M last quarter in profit with MCap of @ $900 m"  
[X Link](https://x.com/ManishSahu1008/status/1994763863208988733)  2025-11-29T13:42Z [---] followers, [---] engagements


"@Kacper_PK_CH The average price of $Gold in Q3 [----] was $3457 and so far in Q4 it is over $4000 Q4 results from miners may help in repricing gold miners. $GDX $GDXJ"  
[X Link](https://x.com/ManishSahu1008/status/1996068313034875126)  2025-12-03T04:05Z [---] followers, [---] engagements


"@Kacper_PK_CH $CVNA is getting entry into S&P with almost [---] time PE multiple and they booted $KMX (carmax) last quarter out of it with around [--] multiple. All passive money buying this [----] may be another story for $CVNA in long term true fundamentals matter"  
[X Link](https://x.com/ManishSahu1008/status/1997366843284328756)  2025-12-06T18:05Z [---] followers, [--] engagements


"@Kacper_PK_CH Got some $EWZ leaps 1/27 [--] C"  
[X Link](https://x.com/ManishSahu1008/status/1998108550955233534)  2025-12-08T19:12Z [---] followers, [---] engagements


"$NEXA up 20% in one month may have ways to go as they produce [--] m oz of $Silver annually. $NeXA produces approx 40% of $PAAS silver production and $PAAS is now worth $20B mcap $NEXA mcap is @ $1B and one can gets 5th largest zinc production. Top [--] producers of Silver. $PAAS has completed merger with Mag Silver and maybe produce next year [--] m oz. $NEXA top [--] producer of zinc in world surprisingly produces 12m oz of Silver started a position this month in $NEXA https://t.co/NNZw2hNQ0Q Top [--] producers of Silver. $PAAS has completed merger with Mag Silver and maybe produce next year [--] m oz."  
[X Link](https://x.com/ManishSahu1008/status/1998444688039358831)  2025-12-09T17:28Z [---] followers, [---] engagements


"@Kacper_PK_CH $PAAS is a great long term hold appreciate your technical/fundamental perspective on it and maybe now is time to put Imagination hat for Silver prices in [----] and [----] I will go maybe it will touch $90 in 2026"  
[X Link](https://x.com/ManishSahu1008/status/1998468759758262603)  2025-12-09T19:04Z [---] followers, [--] engagements


"@Kacper_PK_CH Please look at their silver byproduct and share your thoughts on $NEXA low margin on $Silver (12 m ounces/yr) maybe as it is a byproduct yet with current prices margin expansion difficult to pin how much expansion"  
[X Link](https://x.com/ManishSahu1008/status/1999457871093023012)  2025-12-12T12:34Z [---] followers, [---] engagements


"@Kacper_PK_CH Yep got more leaps on $EQX. Gold miners are cheaper relative to current price of gold. Gold just has to hold above $4000 for miners to rerate at current prices"  
[X Link](https://x.com/ManishSahu1008/status/2001328851113451957)  2025-12-17T16:29Z [---] followers, [---] engagements


"@Kacper_PK_CH Started entry few weeks back on $SLP. Recently got more $SBSW leaps if Platinum and Palladium price just hold at current levels in [----] the PGM miners can re rate with good upside in 2026"  
[X Link](https://x.com/ManishSahu1008/status/2001330256964423801)  2025-12-17T16:34Z [---] followers, [---] engagements


"As of December [--] [----] silver spot prices have shown a strong upward trend in Q4 (OctoberDecember) driven by industrial demand supply constraints and safe-haven buying. Reliable sources report monthly averages as: - October [----] $49.44 per ounce - November [----] $50.43 per ounce December prices surged significantly reaching highs around $66.50 per ounce. The average silver spot price for Q4 [----] so far (October [--] to December 17) is approximately $56 per ounce. In Q3 the average price was @ $39. Silver miners $SIL $SILJ are poised to have a great Q4 results"  
[X Link](https://x.com/ManishSahu1008/status/2001463457259180180)  2025-12-18T01:24Z [---] followers, [--] engagements


"As of December [--] [----] silver spot prices have shown a strong upward trend in Q4 (OctoberDecember) driven by industrial demand supply constraints and safe-haven buying. Reliable sources report monthly averages as: - October [----] $49.44 per ounce - November [----] $50.43 per ounce December prices surged significantly reaching highs around $66.50 per ounce. The average silver spot price for Q4 [----] so far (October [--] to December 17) is approximately $56 per ounce. Q3 the average price was @ $39. Silver miners $SIL $SILJ are poised to have great Q4 results"  
[X Link](https://x.com/ManishSahu1008/status/2001465234158923846)  2025-12-18T01:31Z [---] followers, [---] engagements


"@Kacper_PK_CH @SubtleInduction Wow Appreciate this insight. Maybe I need to just buy $SPPP with some of the profits"  
[X Link](https://x.com/ManishSahu1008/status/2001534855407112520)  2025-12-18T06:07Z [---] followers, [--] engagements


"@potassium_phd @emissar11 @VP5091862393141 Thanks for the input and appreciate your technical charts for ETF trading in gold similar to $AGQ do you like $UGL"  
[X Link](https://x.com/ManishSahu1008/status/2002228855386390911)  2025-12-20T04:05Z [---] followers, [--] engagements


"@Kacper_PK_CH Bull market is fun yet not easy to hold rapidly rising positions when you have been conditioned for quite some time with depressed prices"  
[X Link](https://x.com/ManishSahu1008/status/2003118982690426898)  2025-12-22T15:02Z [---] followers, [--] engagements


"Platinum up again over 5% overnight it has now risen 33% since December 9th. PGM miner like $SBSW may have some catch up to do in upcoming quarter. Gold ($GLD) Silver ($SLV) and PGMS have risen and are rising on worldwide demand/Supply dynamics. The miners $GDX $SIL on the other hand typically lag metal prices and most importantly are primarily dependent on demand from Western Investors. As the western investor generates Gold ($GLD) Silver ($SLV) and PGMS have risen and are rising on worldwide demand/Supply dynamics. The miners $GDX $SIL on the other hand typically lag metal prices and most"  
[X Link](https://x.com/ManishSahu1008/status/2003331937293992168)  2025-12-23T05:08Z [--] followers, [---] engagements


"@Kacper_PK_CH Any idea how much they $SBSW make roughly in [----] if PGM and gold prices stay at current level I am trying to estimate Mcap for $SBSW my rough estimate for mcap is [--] to [--] times the current Mcap $10.8B. Appreciate your perspective"  
[X Link](https://x.com/ManishSahu1008/status/2004358891866673214)  2025-12-26T01:09Z [--] followers, [---] engagements


"@Kacper_PK_CH Looks like it will hold $1800 on the weekly close as futures are up quite a bit"  
[X Link](https://x.com/ManishSahu1008/status/2004385879247527958)  2025-12-26T02:56Z [--] followers, [--] engagements


"@Kacper_PK_CH Looks like just a day or two of consolidation is over and now rocket towards $2100"  
[X Link](https://x.com/ManishSahu1008/status/2004386282961801409)  2025-12-26T02:58Z [--] followers, [--] engagements


"@marketsgonewild @toiletkingcap Started in $NEXA around thanksgiving"  
[X Link](https://x.com/ManishSahu1008/status/2004581782495306149)  2025-12-26T15:55Z [--] followers, [--] engagements


"@Kacper_PK_CH @MMTLPtrch Yep got long leaps on $AA and on lighter note for those who can afford I recommend substituting Copper with Silver because it is a better conductor 😉"  
[X Link](https://x.com/ManishSahu1008/status/2004649010972570088)  2025-12-26T20:22Z [--] followers, [--] engagements


"$NEXA stream with Triple Flag on Cerro Lindo mine (annual @ [--] m oz of silver) is expected to go down Q2 from 65% production to 25% permanently. This will give them additional @1.5 m oz of silver to sell. There is no stream on other producing mines"  
[X Link](https://x.com/ManishSahu1008/status/2004756547004760239)  2025-12-27T03:29Z [---] followers, [---] engagements


"My short assessment of US retail sentiment towards Silver $SLV $PSLV - Retail is curious and skeptical based on past experiences say in [----]. I also sense hate from some of the so called Invented New Money followers. The only thing which matters is Actual Demand and Supply which is well documented and will be spoken with real $ Investment. Bodes well for overall upward trajectory in [----] https://twitter.com/i/web/status/2005349093799764374 https://twitter.com/i/web/status/2005349093799764374"  
[X Link](https://x.com/ManishSahu1008/status/2005349093799764374)  2025-12-28T18:44Z [--] followers, [---] engagements


"This sums up the Silver sentiment in other words from WSJ Silver Investors are Amateur Investors. You decide 🤷♂"  
[X Link](https://x.com/ManishSahu1008/status/2005359309924786384)  2025-12-28T19:24Z [---] followers, [--] engagements


"Good to see industrial manufacturing coming up in USA . $NEXA has smelters in LATAM and has production mines in Peru/Brasil with significant Silver production. The US Dept of War announces investment of over $2 Billion for a US Smelter to process critical minerals such as Silver and more. What will be a $7B+ total build this is the first such facility since the 1970s to be built to process CONCENTRATES. Currently only dore (higher The US Dept of War announces investment of over $2 Billion for a US Smelter to process critical minerals such as Silver and more. What will be a $7B+ total build"  
[X Link](https://x.com/ManishSahu1008/status/2007934900456878187)  2026-01-04T21:59Z [---] followers, [---] engagements


"Looking forward for gold miners Q4 performance ($GDX $AEM $NEM $EQX). The average Q3 [----] price of Gold was @ $3450 and Q4 @ $4150 per oz. This is approx $700 per ounce higher in Q4 [----] which has the potential to go straight to the profit margin of the Gold miners and may increase their profitability by 30% to 50%. https://twitter.com/i/web/status/2007966823908585824 https://twitter.com/i/web/status/2007966823908585824"  
[X Link](https://x.com/ManishSahu1008/status/2007966823908585824)  2026-01-05T00:06Z [---] followers, [---] engagements


"In just one month from @ $1650 to $2200 i.e 31% return. Stunning uptrend. If someone timed the $2500 peak within this month (that would be rare) then they got 45% return PGM general trend since April is massive uptrend w Platinum up 137% over one year simply remarkable. Bodes well for $SBSW $IMPUY $SLP in 26"  
[X Link](https://x.com/ManishSahu1008/status/2008057333725675898)  2026-01-05T06:05Z [--] followers, [--] engagements


"Gold is breaking out tonight up 2% given the current geo political situation hardly a surprise. May bode well for Golds price performance in [--] after an excellent 2025"  
[X Link](https://x.com/ManishSahu1008/status/2008060760342384880)  2026-01-05T06:19Z [--] followers, [--] engagements


"@DarioCpx Yes and if the Industrial physical demand is higher than supply than this can also lead to ordering more quantity and increasing the inventory due to business uncertainty similar to what we saw during Covid with good Inventory built up at Corporations"  
[X Link](https://x.com/ManishSahu1008/status/2008396297250972041)  2026-01-06T04:32Z [--] followers, [---] engagements


"In [----] $NEXA revenue was primarily from the following key metals. 65% Zinc 20% Copper 15% Silver/Lead Maybe In [----] Silver revenue will be 30% to 40% of the overall revenue given the sharp rise in silver prices over [----]. They had over $2.7B revenue in [----] current Mcap $1.3B at $9.7 share price with $100M profit in last reported quarter Q4 results may be excellent and lets see how exciting Copper and Zinc prices might be in [----] along with 10m Oz of Silver per year for $NEXA https://twitter.com/i/web/status/2008674890866639101 https://twitter.com/i/web/status/2008674890866639101"  
[X Link](https://x.com/ManishSahu1008/status/2008674890866639101)  2026-01-06T22:59Z [---] followers, [---] engagements


"My current estimate for year end [----] price range on $SBSW and $IMPUY assuming on average current prices for their production in [--] (50% probability on the price estimates) $SBSW - Would not be surprised to see it in $30 to $45 range. $IMPUY - $27 to $36 range"  
[X Link](https://x.com/ManishSahu1008/status/2009049555367837989)  2026-01-07T23:48Z [--] followers, [---] engagements


"$NEXA may rerate by June primarily due to Silver prices margin increase and Copper prices margin increase. Based on the current prices (as average going forward) of the commodities would not be surprised by the following (assigning 60% probability). Q4 results will provide the guidance and more certainty. $NEXA price estimate by June $18. In [----] $NEXA revenue was primarily from the following key metals. 65% Zinc 20% Copper 15% Silver/Lead Maybe In [----] Silver revenue will be 30% to 40% of the overall revenue given the sharp rise in silver prices over [----]. They had over $2.7B revenue in 2024"  
[X Link](https://x.com/ManishSahu1008/status/2009163767146287522)  2026-01-08T07:22Z [---] followers, [---] engagements


"Good to see today $AEM $GDX make new [--] week high about time"  
[X Link](https://x.com/ManishSahu1008/status/2009646892595155014)  2026-01-09T15:22Z [---] followers, [--] engagements


"$Gold $Gld and $Silver $SLV got their swag back"  
[X Link](https://x.com/ManishSahu1008/status/2009657609503244399)  2026-01-09T16:04Z [---] followers, [---] engagements


"@marketsgonewild @uselinkinv Since Dec 1st both $SILj and $SIL are less than half (0.5) the movement in Silver price Market in disbelief over Silver base prices so if it holds after Q4 results some rerating and more after Q1 results"  
[X Link](https://x.com/ManishSahu1008/status/2009759401679245563)  2026-01-09T22:49Z [---] followers, [---] engagements


"@Kacper_PK_CH @marketsgonewild $EQX at current Gold prices may have @ $2B EBITDA in [--] with North America production jurisdiction. after their LATAM asset sale and they may completely wipe out their debt in [--]. So the mcap may rerate to @ 10x EBITDA and price closer to @ $30"  
[X Link](https://x.com/ManishSahu1008/status/2010102453048619215)  2026-01-10T21:32Z [---] followers, [---] engagements


"@Kacper_PK_CH Wow for all Industrial Metals both the Medium and Short term trend is UP we are in all Metals bull market"  
[X Link](https://x.com/ManishSahu1008/status/2010389208331145404)  2026-01-11T16:31Z [---] followers, [--] engagements


"$AEM the second largest listed gold producer to report Q4 [--] results on Feb 12th in Q4 the underlying Gold price was $4140 approx $700 per oz higher than Q3 [----]. With their Quarterly production of approx [---] koz (annual approx [---] m oz) this can easily add $500M to their net profit which was over $1B in Q3. Even if gold prices stay at $4000 per oz in [----] they can do $6B in profits. As Q4 results come $GDX can move up as analyst start evaluating gold miners at avg 4k gold prices in [----]. https://twitter.com/i/web/status/2010445906752184674 https://twitter.com/i/web/status/2010445906752184674"  
[X Link](https://x.com/ManishSahu1008/status/2010445906752184674)  2026-01-11T20:17Z [---] followers, [--] engagements


"$Silver is volatile it has euphoric up days like today almost 7% and some equally down days. This trend has been more profound since late November (Thanksgiving time). Yet since then it is up from @ $50 to now $85 in a short time. I like the trend"  
[X Link](https://x.com/ManishSahu1008/status/2010807549340369407)  2026-01-12T20:14Z [---] followers, [---] engagements


"Thats great will love your take on $NEXA Their [----] rev was $2.7 B and last quarter profit was $100 m mcap still below $1.5B with copper 20% Zinc 65% Silver can be big in [----] I think it can reach [----] rev of $3.9B and we can imagine margins now. They have Smelters in both countries and we know US is building a smelting plant here for $8.5B with Korea Zinc this is a Western Hemisphere company with Peru and Brazil operations. https://twitter.com/i/web/status/2010835679429701775 https://twitter.com/i/web/status/2010835679429701775"  
[X Link](https://x.com/ManishSahu1008/status/2010835679429701775)  2026-01-12T22:06Z [---] followers, [--] engagements


"@Kacper_PK_CH @Convertbond Absolutely and till they buy [---] to [----] tonnes of Gold annually to their stockpile difficult to not get sustained Gold price appreciation (even if it is just in single digits annually)"  
[X Link](https://x.com/ManishSahu1008/status/2010867078711140622)  2026-01-13T00:10Z [---] followers, [--] engagements


"@Kacper_PK_CH @Convertbond Yep In hindsight relative Geopolitical stability confidence in petro dollar/Globalization come to mind yet it is very imperfect and so there is higher risk with elevated Gold prices and as it goes higher in price risk increases"  
[X Link](https://x.com/ManishSahu1008/status/2010881851695542685)  2026-01-13T01:09Z [---] followers, [--] engagements


"Keeping things simple lets focus on best of the best and the Biggest Gold miners $NEM and $AEM assuming average Gold price of $4500 for [--]. $NEM has potential to reprice by year end [--] maybe to $180 and similarly $AEM to $300"  
[X Link](https://x.com/ManishSahu1008/status/2011872343245930833)  2026-01-15T18:45Z [---] followers, [--] engagements


"Silver Demand Supply from HSBC they increased their forecast for average Silver price in [----] to $68.25 expecting overall deficit in Silver Supply both in [--] and 27"  
[X Link](https://x.com/ManishSahu1008/status/2012888184674247148)  2026-01-18T14:01Z [---] followers, [---] engagements


"As per MSA (momentum Structure analysis Michael Oliver) $Gold will outperform S&P from November end [----] close when the structure broke out of a long base that happened when Gold/S&P price overcame [---] (60%) ratio. One can track it monthly and see how it does. In December [----] S&P (Nov month end close to Dec close) did 1.4% and Gold 2.4% so for the month of December this thesis has worked. Overall in [----] S&P [---] was up 16.4% and $Gold 65%. https://twitter.com/i/web/status/2013102160032960603 https://twitter.com/i/web/status/2013102160032960603"  
[X Link](https://x.com/ManishSahu1008/status/2013102160032960603)  2026-01-19T04:12Z [---] followers, [--] engagements


"@abcampbell @MenaceToSociety Solar and Green Energy people love Silver"  
[X Link](https://x.com/ManishSahu1008/status/2014714359516209326)  2026-01-23T14:58Z [---] followers, [---] engagements


"Green Energy (Solar/Solid state Batteries/technology) loves Silver"  
[X Link](https://x.com/ManishSahu1008/status/2014715504825405452)  2026-01-23T15:03Z [---] followers, [--] engagements


"@Kacper_PK_CH @m0d3rnpr0bl3ms Imagine what [--] would do to precious metals. Gold has now performed around 17% just in Jan [----] which is similar returns to S&P over one year from Jan 1st [----] to Jan [--] 2026"  
[X Link](https://x.com/ManishSahu1008/status/2016287333293949030)  2026-01-27T23:08Z [---] followers, [--] engagements


"@potassium_phd For Uranium there is $SRUUF for stacking physical Uranium via ETF"  
[X Link](https://x.com/ManishSahu1008/status/2007964364545183904)  2026-01-04T23:56Z [---] followers, [---] engagements


"@Kacper_PK_CH @Convertbond Yes. And to add further in one yr only [---] m oz ($360 B) of new Gold are mined. So in [----] overall new purchase from mining gold roughly $360B and maybe over $450B in [----] worldwide"  
[X Link](https://x.com/ManishSahu1008/status/2010856197709287488)  2026-01-12T23:27Z [--] followers, [--] engagements


"@Kacper_PK_CH $RGLD has been great thanks Kacper for highlighting it earlier"  
[X Link](https://x.com/ManishSahu1008/status/2013637783701639230)  2026-01-20T15:40Z [---] followers, [---] engagements


"@Kacper_PK_CH If Gold stays here and grows 7% per year in price Gold Royalties like $WPM $RGLD $FNV can have a decent upward trajectory"  
[X Link](https://x.com/ManishSahu1008/status/2013823714324893813)  2026-01-21T03:59Z [---] followers, [---] engagements


"$AEM In [----] Agnico Eagle Mines reported total cash provided by operating activities (before capex) of $6817 million and free cash flow (after capex) of $4399 million. At current mcap of $108B it traded at 25x FCF"  
[X Link](https://x.com/ManishSahu1008/status/2022492529082671499)  2026-02-14T02:06Z [---] followers, [---] engagements


"Very kind post from calling $Zinc buyers as Experienced Investors I am thinking about $Nexa http://Mining.com With $GOLD and $SILVER breaking out to all-time highs attention is understandably fixed on the precious metals complex. But experienced investors often look beyond where the spotlight is brightest in search of the next opportunity. For example: $ZINC. In the absence of a https://t.co/8qwG1g6Yr0 http://Mining.com With $GOLD and $SILVER breaking out to all-time highs attention is understandably fixed on the precious metals complex. But experienced investors often look beyond where the"  
[X Link](https://x.com/ManishSahu1008/status/2010831319027110118)  2026-01-12T21:48Z [--] followers, [---] engagements


"Assuming $5000 average gold realized price in [----] we can extrapolate approx $FCF of over $7B for $AEM in [----] which means it is currently trading at [--] X [----] FCF after capex $AEM In [----] Agnico Eagle Mines reported total cash provided by operating activities (before capex) of $6817 million and free cash flow (after capex) of $4399 million. At current mcap of $108B it traded at 25x FCF. $AEM In [----] Agnico Eagle Mines reported total cash provided by operating activities (before capex) of $6817 million and free cash flow (after capex) of $4399 million. At current mcap of $108B it traded at"  
[X Link](https://x.com/ManishSahu1008/status/2022495168167842252)  2026-02-14T02:16Z [---] followers, [--] engagements

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