#  @OriginalBraila O B O B posts on X about $vzla, $ggd, silver, $eco the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::3023226850/interactions)  - [--] Week [-------] +806% - [--] Month [-------] +521% - [--] Months [-------] +33% - [--] Year [---------] -3.90% ### Mentions: [--] [#](/creator/twitter::3023226850/posts_active)  - [--] Month [--] -31% - [--] Months [---] +2.40% - [--] Year [---] -2.20% ### Followers: [------] [#](/creator/twitter::3023226850/followers)  - [--] Week [------] +0.33% - [--] Month [------] +65% - [--] Months [------] +88% - [--] Year [------] +101% ### CreatorRank: [-------] [#](/creator/twitter::3023226850/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 54.21% [countries](/list/countries) 12.15% [currencies](/list/currencies) 10.28% [stocks](/list/stocks) 8.41% [social networks](/list/social-networks) 5.61% [technology brands](/list/technology-brands) 5.61% [cryptocurrencies](/list/cryptocurrencies) 3.74% [travel destinations](/list/travel-destinations) 0.93% **Social topic influence** [$vzla](/topic/$vzla) #2, [$ggd](/topic/$ggd) 27.1%, [silver](/topic/silver) #1645, [$eco](/topic/$eco) 16.82%, [$oet](/topic/$oet) 15.89%, [gold](/topic/gold) 12.15%, [in the](/topic/in-the) 11.21%, [$smv](/topic/$smv) 10.28%, [mexico](/topic/mexico) #3487, [investment](/topic/investment) 8.41% **Top accounts mentioned or mentioned by** [@shippingvie](/creator/undefined) [@akibaleisman](/creator/undefined) [@jarmofriman](/creator/undefined) [@eddiepugmire](/creator/undefined) [@sardinesforsale](/creator/undefined) [@avecaesar511](/creator/undefined) [@sedss33321](/creator/undefined) [@larrybird19701](/creator/undefined) [@airhelpse](/creator/undefined) [@p2gold](/creator/undefined) [@kereport](/creator/undefined) [@youtube](/creator/undefined) [@brownmarubozu](/creator/undefined) [@heisenberg_coin](/creator/undefined) [@remembers87](/creator/undefined) [@jimmy____d](/creator/undefined) [@tommydeepwater](/creator/undefined) [@danban__](/creator/undefined) [@phil_hk](/creator/undefined) [@gringo_in_arg](/creator/undefined) **Top assets mentioned** [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [Frontline Ltd. (FRO)](/topic/$fro) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [dHedge DAO (DHT)](/topic/$dht) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Sei (SEI)](/topic/$sei) [Tokenomy (TEN)](/topic/$ten) [Dayforce, Inc. (DAY)](/topic/$day) ### Top Social Posts Top posts by engagements in the last [--] hours "It will be very interesting to see what the short statistics in $VZLA tops out at when all is said and done by X accounts with millions of followers that as it seems to me has posted flawed information about what happened in Mexico. Flawed according to the Mexican Gov and the Co" [X Link](https://x.com/OriginalBraila/status/2022025561615610098) 2026-02-12T19:10Z 24.6K followers, [----] engagements "The $VZLA project is the best silver project in the world. This is what is being shorted. - 20m ounces/year - All in sustaining cost [-----] usd - Low CAPEX - Up and running it would make the entire MCAP in one year at current silver/gold. - The local population want the project" [X Link](https://x.com/OriginalBraila/status/2022283756845826252) 2026-02-13T12:16Z 24.6K followers, 28K engagements "I have bought in total (incl shares from the Goldbull takeover) a bit over 3% of this gold producer with the ticker $BOGO Great educational video as well in regards to heap leach production of gold. https://www.youtube.com/live/e0FxkFgcsdEsi=cRF5d2CQ2UubuqJ6 https://www.youtube.com/live/e0FxkFgcsdEsi=cRF5d2CQ2UubuqJ6" [X Link](https://x.com/OriginalBraila/status/1915115745819644391) 2025-04-23T18:49Z 24.6K followers, [----] engagements "Looks like a fair chance I see a fresh ATH in the portfolio tomorrow after todays successes with $VZLA and $OET. Time will tell" [X Link](https://x.com/OriginalBraila/status/1988723494796791888) 2025-11-12T21:40Z 24.6K followers, [----] engagements "That is how we like it premium company premium management crushing it. $OET $ECO" [X Link](https://x.com/OriginalBraila/status/1988876182247375158) 2025-11-13T07:46Z 24.6K followers, [----] engagements "Boliden has multiple EU smelters assets that I soon think will be viewed as strategic assets. Further it is miner and the speculative check I did with Grok is what q3 [----] would have looked like for them EPS if current spot prices for copper silver and gold were used all else equal. Current share price is [---] sek https://twitter.com/i/web/status/2013945188540883023 https://twitter.com/i/web/status/2013945188540883023" [X Link](https://x.com/OriginalBraila/status/2013945188540883023) 2026-01-21T12:02Z 24.6K followers, 13.2K engagements "I love the setup that I have with $PGLD.v and the very clear focus on moving its project towards production in Nevada. A very odd holding for me where I simply hold because the immediate upside is too large to trade. It is quite clear that with the current world situation there is an increasing logic to pay a premium for advanced copper silver tungsten etc projects in western US. No coincidence I hold a lot of P2Gold $MKO.v and others. https://youtu.be/UEnAGRlYLsosi=mkf8_GHMGx3Sb8T0&t=9 https://youtu.be/oUGVP28Fb8Ysi=_72b4iXnvEFaDOo_&t=15 https://youtu.be/UEnAGRlYLsosi=mkf8_GHMGx3Sb8T0&t=9" [X Link](https://x.com/OriginalBraila/status/2019341921576186030) 2026-02-05T09:26Z 24.6K followers, 14.8K engagements "Note the recent pressreleases that have all showed perfect infill drill results fully supporting the thesis that this will be a project that keeps growing and expanding pre production and post production start. Did I mention the great mgt track record and insider ownership 🥰 A key person to follow that I have had a lot of help from identifying and investing in $PGLD.v is https://x.com/MikaelWi1 https://x.com/MikaelWi1" [X Link](https://x.com/OriginalBraila/status/2019343123168797153) 2026-02-05T09:31Z 24.6K followers, [----] engagements "Thanks horrible if it turns out to be one of them. Logically the best for the community is if the mine gets into production asap and start throwing off large tax payments that the Mexican Gov allocate to increased military police presence. Clearly a win win for all stakeholders https://twitter.com/i/web/status/2020216433460777278 https://twitter.com/i/web/status/2020216433460777278" [X Link](https://x.com/OriginalBraila/status/2020216433460777278) 2026-02-07T19:21Z 24.6K followers, [---] engagements "One of my adopted countries that I love dearly. And tweet this from. You really should visit #Hungary if you haven't already. As always though. do it legally. https://www.youtube.com/shorts/S-o3H35v3Xs https://www.youtube.com/shorts/S-o3H35v3Xs" [X Link](https://x.com/OriginalBraila/status/2021229825495621845) 2026-02-10T14:28Z 24.6K followers, [----] engagements "I don't think like that. Instead I look at the possible scenarios (upside and downside I can see) for a risk reward. Then if attractive I size my investment. I do not claim to know the future. In regards to the cartel that is suspected as I understand it it seems to be the loosing side of the two fractions. But that is only one of many pieces of the puzzle" [X Link](https://x.com/OriginalBraila/status/2022582414233513988) 2026-02-14T08:03Z 24.6K followers, [---] engagements "A number of people posting here at X needs to take a serious look in the mirror after what they have posted about $VZLA without having clear facts. Nothing I am calling for but I would understand if SEC felt a need to look into some of the posts done. https://vizslasilvercorp.com/vizsla-silver-provides-security-and-operations-update/ https://vizslasilvercorp.com/vizsla-silver-provides-security-and-operations-update/" [X Link](https://x.com/OriginalBraila/status/2021945483984609760) 2026-02-12T13:52Z 24.6K followers, 10.7K engagements ""Will not engage with unfounded rumors or speculation. Vizsla Silver operates in compliance with applicable Mexican and Canadian laws. A zero-tolerance approach is maintained toward bribery corruption extortion and any form of unlawful or unethical conduct." This is crystal clear as far as I am concerned. And it is what I expected from this management. https://twitter.com/i/web/status/2021966714053742695 https://twitter.com/i/web/status/2021966714053742695" [X Link](https://x.com/OriginalBraila/status/2021966714053742695) 2026-02-12T15:16Z 24.6K followers, [----] engagements "This is a 20m ounce project with AISC around [--] usd in a completely fresh bankable feasibility study. Say that we increase costs by [--] musd for safety and we are at [--] usd AISC. At [--] usd silver that is an annual expected cashflow margin of 20m ounces x [--] usd for [---] billion usd. MCAP is approximately that [---] billion but EV is much lower due to a massive net cash position. Hardly frothy. https://twitter.com/i/web/status/2022207076349382963 https://twitter.com/i/web/status/2022207076349382963" [X Link](https://x.com/OriginalBraila/status/2022207076349382963) 2026-02-13T07:11Z 24.6K followers, [----] engagements "Don't underestimate the free option we get with $MKO.v on Tungsten. The demand side in todays world looks crazy bullish with key sectors being weapons EVs semiconductors mining construction energy aerospace. And the producers Oh oh oh. Mako has its asset in Nevada and it is permitted. My story: https://t.co/Reqb7HIPMB My story: https://t.co/Reqb7HIPMB" [X Link](https://x.com/anyuser/status/1998075142245679315) 2025-12-08T17:00Z 24.6K followers, 28.7K engagements "Vizsla Silver what is right what is wrong I waited a while to comment on this situation because the above is not only one question but rather two from our perspective or at least my. The first question is about the horrible facts. Fathers brothers sons collegues have been murdered. Likely some of the best people in Mexico. People trying to build something good. This is so horrible so I hesitated to start writing as I was/is afraid ending up discussing either too much second question issue (investment/money) and also squabbling in a way that is not worthy the situation. So on the 2nd issue" [X Link](https://x.com/OriginalBraila/status/2021140119097401591) 2026-02-10T08:32Z 24.6K followers, 24.7K engagements "The part $MKO.v got for free when buying the Mount Hamilton gold project continues to grow in value. Tungsten is likely the most interesting minor metal in todays world and there are not many near term projects in the US. I argue you still get this project for free with Mako and that there is no more capable management to make that value very visible near term. Start by understanding the metal. Consider continuing by looking at the Mako free option rather than chasing risky minor juniors. https://x.com/AkibaLeisman/status/2021268761576120830 Don't underestimate the free option we get with" [X Link](https://x.com/OriginalBraila/status/2021272339560706415) 2026-02-10T17:17Z 24.6K followers, 13.6K engagements "It is worth remembering that GoGold already is a very profitable silver producer. Q4 great Q1 likely even better. Plus Q1 is likely when they get their permit for Los Ricos South. https://mailchi.mp/gogoldresources/20260210 $GGD $GLGDF GoGold Announces Record Quarterly Revenue and Cash Flows https://t.co/EEC4xPbFlg https://t.co/1ZI2odbu5J https://mailchi.mp/gogoldresources/20260210 $GGD $GLGDF GoGold Announces Record Quarterly Revenue and Cash Flows https://t.co/EEC4xPbFlg https://t.co/1ZI2odbu5J" [X Link](https://x.com/OriginalBraila/status/2021676179078389803) 2026-02-11T20:02Z 24.6K followers, [----] engagements "We are again at a point where I read everywhere that Mexico is uninvestable that it is a bad country. This video was recorded before the kidnappings and killings of the $VZLA employees. It strikes me as fairly balanced and it points out the obvious which the Lundin family has built there success on. If you want to find big deposits you have to be prepared to invest in difficult places. Right now on X there is an understandable feeling that Sinaloa Mexico is the worst place on earth and Vizsla is likely extremely shorted. It is a time when we can't really talk about the value of the asset." [X Link](https://x.com/OriginalBraila/status/2022204545900728794) 2026-02-13T07:01Z 24.6K followers, 14.2K engagements "One can add that the mine is actually already built at full scale. It is the mill that remains to be built. This is good for Mexico it is wanted for the chance of a better future. My bet is that it gets its permit as planned and that short sellers buy back more expensive" [X Link](https://x.com/OriginalBraila/status/2022283759337295993) 2026-02-13T12:16Z 24.6K followers, [----] engagements "Makes the entire mcap gross in a year before tax. $VZLA will very soon however be a large Mexican tax payer providing hope and prosperity for the region and beyond. Margin between silver price and AISC (a pre tax margin)= about [--] usd x 20m ounce even if we add say 30-50 musd/year for a deal with the Mexican gov to station increased permanent police/military presence to be able to actually create all jobs all tax revenues a brighter future with less cartel influence. Nothing new in Mexico. Has been done before. https://twitter.com/i/web/status/2022285798108733491" [X Link](https://x.com/OriginalBraila/status/2022285798108733491) 2026-02-13T12:24Z 24.6K followers, [----] engagements "When looking av $VZLA and if the Panuco project will be built or not it might be wise to consider this: [--]. Cost to build the project: [---] musd [--]. Cash at hand to build the rest of the project not yet finished according to the BFS from Nov 2025: [---] musd. What this means that as long as Vizsla retains the social license to create jobs and prosperity in the area rather than leaving the cartels being the main employer for young people and as long as Mexico want this project built. It likely gets built. Vizsla Silver is in a very strong financial situation. There are no negotiations with any" [X Link](https://x.com/OriginalBraila/status/2022325265410511350) 2026-02-13T15:01Z 24.6K followers, 11.7K engagements "This is why I returned to mining [----] after staying away for [--] years (mostly spent in shipping). I see a lot of "hard asset style" investors that dislike renewals for political reasons. That has always been difficult for me to understand. I have learned not to mix political views with my investments. Yes silver will be replaced by copper where possible (and copper by aluminium where possible) but massive growth in electrification meeting stagnant silver supply should still mean a strong environment for silver producers. Solar will utterly dominate future electricity production Solar will" [X Link](https://x.com/OriginalBraila/status/2022629314932441389) 2026-02-14T11:09Z 24.6K followers, 12.4K engagements "My largest winners ytd [----] A bit strange to see $TRMD dominating but while I own it now I used to own a lot more when it did better than recently. It's been a tough market lately but YTD is still exceptionally good at 37% in SEK. I am also very optimistic about [----] $VZLA $GGD $KNT $MKO $SEI & others and I continue to invest in shipping" [X Link](https://x.com/OriginalBraila/status/1862408632077287890) 2024-11-29T08:09Z 24.5K followers, 13.9K engagements "Largest losses ytd [----] (worst last in the list)" [X Link](https://x.com/OriginalBraila/status/1862409202246828299) 2024-11-29T08:12Z 24.5K followers, [----] engagements "On $GGD being there on the loss side remember this is listing "amounts" gains/losses and GGD is a high conviction play for me meaning I am heavily invested. Current weakness hence means low % loss but high SEK loss" [X Link](https://x.com/OriginalBraila/status/1862409811825926559) 2024-11-29T08:14Z 24.5K followers, [----] engagements "Never fun with weakness in the portfolio. But I only own stocks I am really happy with the outlook of. Lots of them imo should have an amazing [----] and I only need [--] or [--] actually doing what I hope for another great year. But yes I am optimistic by nature" [X Link](https://x.com/anyuser/status/1866939170540724601) 2024-12-11T20:12Z 24.5K followers, 13.6K engagements "I love the outlook for $GGD [----]. I can't understand the large selling pressure that we have seen lately. but it is end of the year and stranger things have happened. https://youtu.be/xLIEB2E9w9Q https://youtu.be/xLIEB2E9w9Q" [X Link](https://x.com/OriginalBraila/status/1870150869414797639) 2024-12-20T16:54Z 24.5K followers, [----] engagements "8 Capital: "K92 report Q4/24 GEO production of 53.4Koz (GEO) vs. our 35.8Koz which brings [----] GEO production to 149.515Koz vs. guidance of 120-140Koz" The kind of thing that makes a stock go +15% in a day. This quote from the CEO: "there is tremendous enthusiasm within the Company" reminds me of one of my key investment rules/thoughts: "Good companies are often better than they look bad companies are often worse than they look" $KNT" [X Link](https://x.com/OriginalBraila/status/1877170316935573737) 2025-01-09T01:47Z 24.5K followers, [----] engagements "I own $VZLA $GGD $SM.V $VROY as my main silver plays. While I don't invest on expectations of dramatic moves in the silver price (I think my holdings can easily do 3-5x with very modest silver strength) I actually do think silver is going to have another good year [----] and move towards [--] usd dramatically further increasing expected producer margins. This is an interesting story as well. https://www.kitco.com/news/article/2025-01-08/trumps-tariff-threats-are-destabilizing-silver-markets-gold-will-rally" [X Link](https://x.com/OriginalBraila/status/1877205062092783975) 2025-01-09T04:05Z 24.5K followers, [----] engagements "I have been buying up a lot of the $VROY others have been selling. That is why I have been very quiet about it. Imo this is the highest quality silver royalty out there. Increadibly attractive and the signal I have gotten from mgt is that they are open to sell it to highest bidder as they build the mine. Meaning probably in [--] months or so. I can only begin to imagine how competitive that process will be from the large royalty companies that want a higher silver proportion. https://twitter.com/i/web/status/1877226958444179583 https://twitter.com/i/web/status/1877226958444179583" [X Link](https://x.com/OriginalBraila/status/1877226958444179583) 2025-01-09T05:32Z 24.5K followers, [----] engagements "I love the quality and the outlook for my silver companies. $VZLA $GGD $SM.v $VROY and I still can't believe Allan doesn't have more Youtube followers. https://www.youtube.com/watchv=I2TP8gjRqvE https://www.youtube.com/watchv=I2TP8gjRqvE" [X Link](https://x.com/OriginalBraila/status/1877649453315985831) 2025-01-10T09:31Z 24.5K followers, [----] engagements "Over the years I have been somewhat critical of $INSW. For the record as time has passed I have come to like the company more. $ECO A+ $FRO A- $INSW B+ $DHT B+ $TNK C+ $NAT C+ $TEN C Could perhaps be an attempt to rank the dirty tanker players from mgt skills/alignment. My largest such tanker holdings are ECO/OET (14% of my portfolio) followed by INSW. https://www.youtube.com/watchv=rTiUP5n0boQ https://www.youtube.com/watchv=rTiUP5n0boQ" [X Link](https://x.com/OriginalBraila/status/1877696826134179940) 2025-01-10T12:39Z 24.5K followers, 12.7K engagements "@eddiepugmire A good thing to do is probably to search for a recent Youtube video with Rick Rule where he often talks about the potential for silver and what silver stocks do historically in a bull market. Saves me from making irresponsible statements about upside" [X Link](https://x.com/OriginalBraila/status/1879892692936876380) 2025-01-16T14:05Z 24.5K followers, [----] engagements "My current ownership of Okeanis $OET $ECO is 1.3% of the company. It has been highly profitable one could say a life changing investment since I entered almost [--] years ago now and started getting that quarterly flow of dividends. Yet the opportunity is still very much still there as Okeanis trades at a subtantial discount to NAV while the assets have become cheaper. What remains as well is the fact that you get this rare thing a super aligned management that is the best in the industry. Superior shipping professionals that you also can trust. And that are aligned with you through their" [X Link](https://x.com/OriginalBraila/status/1882266028492656667) 2025-01-23T03:16Z 24.5K followers, 45K engagements "Okeanis has always been the most transparent and shareholder friendly company and when we look at the rates and how they are likely to produce easy to understand EPS/Dividend/Yield I think it should be fairly obvious that even in a market that is currently not strong OET does its contribution to any great portfolio while also having the potential for explosive dividends and share price performance" [X Link](https://x.com/OriginalBraila/status/1882267885097324773) 2025-01-23T03:23Z 24.5K followers, [----] engagements "I don't know the future. but. It sounds crazy to me if $GGD would not move at least 30% the days after they get the mining permit. I mean even vs my other real favorite in the sector $VZLA. there will be a higher valuation all things equal when permit and full feas in place makes you "shovel ready". Which brings the next logical question: How likely is it that their guess of them having it before end of Q1 is correct Again I don't know the future but my guess would be like. 95% probability. I don't want to say how much I own of but I can say that I have never owned as much of an individual" [X Link](https://x.com/OriginalBraila/status/1884522417806024795) 2025-01-29T08:42Z 24.5K followers, [----] engagements "This video highlighting how high Gatos was valued and First Majestic is valued how 1/3 of the Gatos production actually is lead and zinc rather than gold and silver. It simply shows what extraordinary near term producers we have with $GGD and $VZLA Silver with by product mostly gold. so much better. It also shows how attractive our expected AISC costs per ounce of 9-12 usd are. These are world class companies that probably will end up grow to majors or be taken out by majors too early. https://youtu.be/ZoQIdV34aiEsi=D3kygidGaUlq_-k6&t=44 https://youtu.be/Ps4tefOKbN4si=Dz4wKlwZCVkwDIKP" [X Link](https://x.com/OriginalBraila/status/1887825446735339994) 2025-02-07T11:27Z 24.5K followers, [----] engagements "What a picture. something for this year's Christmas cards I am thinking. VLCC rates are rising: [------] $/day (37.100 yesterday) $DHT $FRO $ECO $INSW #shipping #tankers https://t.co/nOfFaZKTbL VLCC rates are rising: [------] $/day (37.100 yesterday) $DHT $FRO $ECO $INSW #shipping #tankers https://t.co/nOfFaZKTbL" [X Link](https://x.com/anyuser/status/1891929221179547713) 2025-02-18T19:14Z 24.5K followers, [----] engagements "I am taking advantage of the sale today both in $OET & $ECO" [X Link](https://x.com/anyuser/status/1892631638636474624) 2025-02-20T17:45Z 24.5K followers, 14K engagements "@sardinesforsale $KNT $VZLA $GGD $ECO / $OET $MKO.V $GOT.V $SEI.V in that order" [X Link](https://x.com/OriginalBraila/status/1892636538774675753) 2025-02-20T18:04Z 24.5K followers, [----] engagements "I had a chat with $GGD today. My third largest holding which I am so pleased with. Super experienced management and among the many things we talked about was NOT selling the company too cheap too early. Mining investing is mostly about choosing the right people. High conviction investment and I am a very material shareholder of this company as are close friends of mine. https://gogoldresources.com/ https://gogoldresources.com/ https://gogoldresources.com/ https://gogoldresources.com/" [X Link](https://x.com/OriginalBraila/status/1895509470052036672) 2025-02-28T16:20Z 24.5K followers, [----] engagements "There are not that many companies he can be talking about. But he is hardly alone looking at those. and a 30-40% premium with shares from First Majestic is not my favorite exit. $GGD $VZLA https://youtu.be/2Iqh0wf7wyUsi=ZWASCL2EzLMz6sjP&t=852 https://youtu.be/2Iqh0wf7wyUsi=ZWASCL2EzLMz6sjP&t=852" [X Link](https://x.com/OriginalBraila/status/1895578180146373103) 2025-02-28T20:53Z 24.5K followers, [----] engagements "$VZLA about $GGD & Mexico permit environment after [--] permits for new mines now having arrived. Recorded late February https://youtube.com/clip/UgkxYGKHh9ukoY_QFJwFWOKX7HL6gav0wD6xsi=hiX14l7v12-AhP2d https://youtube.com/clip/UgkxYGKHh9ukoY_QFJwFWOKX7HL6gav0wD6xsi=hiX14l7v12-AhP2d" [X Link](https://x.com/OriginalBraila/status/1897363559765697022) 2025-03-05T19:08Z 24.5K followers, [----] engagements "$ECO / $OET have 100% Korean/Japanese built ships vs $FRO that has 36% Chinese built. Source: @Shipping_VIE This can become increasingly important as extra costs look to be added on trades with one leg in the US. Okeanis it the premium large tanker company from all aspects" [X Link](https://x.com/OriginalBraila/status/1898668449989087604) 2025-03-09T09:33Z 24.5K followers, 14.1K engagements "I will talk to the $VZLA CEO and COO today and as you have noticed I have spent a lot of time refreshing everything Vizsla Silver lately. I own 2% of the company after having bought more most days lately. To me it is a fat pitch a high conviction investment. I love the de-risking they do while having the logical upside of 5x the coming years. On top of that comes any effect of (likely) rising silver prices. Wonderful setup imo" [X Link](https://x.com/anyuser/status/1899719749380050945) 2025-03-12T07:10Z 24.5K followers, 12.3K engagements "This clip with Rick Rule is full of investment thoughts that are spot on how I think as well: Rick Rule is in general a person I would advice mining investors to listen too. As I see it he has a for the sector an unusual amount of integrity. https://youtube.com/clip/UgkxKHDVbbdxMBMCJk4_rE3uJBJ6YONx1xHwsi=uf_M7erw-rffoHgH https://youtube.com/clip/UgkxKHDVbbdxMBMCJk4_rE3uJBJ6YONx1xHwsi=uf_M7erw-rffoHgH" [X Link](https://x.com/OriginalBraila/status/1899746871561593153) 2025-03-12T08:58Z 24.5K followers, [----] engagements "$OET $ECO Okeanis Eco Tankers https://youtu.be/YMCoK8gqS5wsi=hMLnGgCbz6lDeJvh https://youtu.be/YMCoK8gqS5wsi=hMLnGgCbz6lDeJvh" [X Link](https://x.com/anyuser/status/1900618778582319197) 2025-03-14T18:43Z 24.6K followers, 35.3K engagements "Most of use have for decades seen people warn about too high gov & household debt around the world and the potential consequences of that. It has always turned out to be wrong or at least too early. After years of dismissing and not wasting time listening to such people I find myself slowly beginning to listen and thinking we could be closer to the end of the road and at the beginning of some kind of a financial reset in regards to currencies and debts. My success as an investor was built on shipping but I am currently mostly invested in companies that produce precious metals. Great companies" [X Link](https://x.com/OriginalBraila/status/1901276760819323165) 2025-03-16T14:17Z 24.5K followers, [----] engagements "Everything I read about the new Mexican administration and mining seems to be moving in the right direction. When that is said with only this week left of Q1 and $GGD choosing to do that placement it seems likely the permit will take slightly longer than hoped. Still when looking at the overall Mexico permit picture I have even chosen to start to invest some money into companies with open pit plans. Again I don't see material permit clouds instead I see a market that has not yet taken Mexico out of the penalty box. Permits are being issued Gov's taking a bit more time than hoped well that is" [X Link](https://x.com/OriginalBraila/status/1904803242661265844) 2025-03-26T07:50Z 24.5K followers, [----] engagements "@AveCaesar511 Not really they are small holdings for now 1-2% and I am still learning about them. My highest convictions in the space are $VZLA and $KNT. And below that obviously well communicated names like $GGD $MKO $BOGO $GOT" [X Link](https://x.com/OriginalBraila/status/1904828815043416271) 2025-03-26T09:32Z 24.5K followers, [----] engagements "When choosing silver miners be aware of the term "silver equivalent" and make sure that any secondary metal planned to be produced is GOLD rather than especially lead and zinc. That is my strong view and contribute to why I own: $VZLA $GGD $SM.v In this world I think this is more important than ever before. That gold by-product provides the correct exposure and also lowers the risk of the investment. https://twitter.com/i/web/status/1906691227484844098 https://twitter.com/i/web/status/1906691227484844098" [X Link](https://x.com/OriginalBraila/status/1906691227484844098) 2025-03-31T12:53Z 24.5K followers, [----] engagements "Basically everything I own in these difficult markets are very well capitalized and continue to rapidly create value. People will sell what they can sell directly or through ETFs/funds days when general markets are weak. I am about zero YTD measured in a currency that is up about 10% vs the USD. And my companies deliver and are insanely cheap imo. As usual I do not do leverage. It looks good. I'm optimistic about [----] but key words are "market volatility" and "value creation"" [X Link](https://x.com/OriginalBraila/status/1909688120330928478) 2025-04-08T19:21Z 24.5K followers, [----] engagements "@Sedss33321 My top [--] holdings are: [--]. $VZLA [--]. $KNT [--]. $GGD [--]. $ECO / $OET [--]. $MKO.v" [X Link](https://x.com/OriginalBraila/status/1910085320491876700) 2025-04-09T21:40Z 24.5K followers, [----] engagements "$VZLA $GGD $SM.v $DSV https://silverinstitute.org/silver-industrial-demand-reached-a-record-680-5-moz-in-2024/ https://silverinstitute.org/silver-industrial-demand-reached-a-record-680-5-moz-in-2024/" [X Link](https://x.com/OriginalBraila/status/1912524797721870687) 2025-04-16T15:13Z 24.5K followers, [----] engagements "I am 56y old since I was [--] I have provided risk capital to companies. I look for companies with outstanding managements and assets. I am not afraid to bet big when I think I have something that should make me at least 5x if it plays out as planned. I am lucky in that I am currently living in a very "target rich" time and I think I own seriously great companies at the start of a PM sector bull market after having spent the last [--] years having exceptional returns in a shipping bull market. Listening to this fairly unique and very high quality interview with Simon Cmrlec the highly qualified" [X Link](https://x.com/anyuser/status/1913148553188229233) 2025-04-18T08:32Z 24.5K followers, 14.8K engagements "$MKO Guyana is a gamechanging project for Mako but before that we have other gamechangers ;-) Environmental Impact Statement (EIS) for submission to the Guyana Environmental Protection Agency (EPA). The Company is targeting H2 [----] for the submission of the EIS" [X Link](https://x.com/OriginalBraila/status/1914284033246203952) 2025-04-21T11:44Z 24.5K followers, [----] engagements "$GGD https://youtu.be/7L8gi4WbqPosi=oyNwGbNnwPJB18yS https://youtu.be/7L8gi4WbqPosi=oyNwGbNnwPJB18yS" [X Link](https://x.com/OriginalBraila/status/1915363930999837082) 2025-04-24T11:15Z 24.5K followers, [----] engagements "$VZLA $GGD $SM.V $DSV" [X Link](https://x.com/OriginalBraila/status/1917926892759364048) 2025-05-01T12:59Z 24.5K followers, [----] engagements "My largest (in SEK not in %) winners the last [--] months. If I combine the dual listings of VZLA it moves up to 3rd place. $MKO is special as it is the smallest holding of the [--] mentioned but still is the 2nd largest nominal winner for me. And all by itself is gradually taking a larger size in my portfolio as it delivers. I am very optimistic about the coming [--] months. The best gains for these companies should come as they have or coming closer to explosive growth. https://twitter.com/i/web/status/1920692674543448548 https://twitter.com/i/web/status/1920692674543448548" [X Link](https://x.com/OriginalBraila/status/1920692674543448548) 2025-05-09T04:09Z 24.5K followers, [----] engagements "Largest holdings currently: [--]. $VZLA [--]. $KNT [--]. $GGD [--]. $OET / $ECO [--]. $MKO.v [--]. $DSV [--]. $GOT [--]. Eolus Vind (Stockholm) [--]. $NCAU.v [--]. $BOGO.v [--]. $SM.v [--]. $SEI.v [--]. Stainless Tankers (Oslo) A bit of a sideways move the last year but part of that is the Swedish currency strengthening quite a bit vs most other currencies and my performance is in SEK. https://twitter.com/i/web/status/1923607947554230583 https://twitter.com/i/web/status/1923607947554230583" [X Link](https://x.com/OriginalBraila/status/1923607947554230583) 2025-05-17T05:14Z 24.5K followers, 22.7K engagements "https://youtu.be/JehdBW9vYrwsi=nchr93OUpQkD1eFC&t=758 https://youtu.be/JehdBW9vYrwsi=nchr93OUpQkD1eFC&t=758" [X Link](https://x.com/OriginalBraila/status/1926150320142291157) 2025-05-24T05:36Z 24.5K followers, [----] engagements "$VZLA will be the number one primary silver producer. They should not catapult some vastly inferior currently larger producer to success. Nice to see $GGD recognized as well. Hopefully we have some great drill results from them soon as well as the permit likely to set silver Mexico stocks on fire. https://twitter.com/i/web/status/1926152699474530334 https://twitter.com/i/web/status/1926152699474530334" [X Link](https://x.com/OriginalBraila/status/1926152699474530334) 2025-05-24T05:46Z 24.5K followers, [----] engagements "There is a good chance huge money will be made in high quality silver companies coming months and years. Companies like $VZLA $GGD $SM.v and $DSV are already performing very well. But. we are talking about much more than "performing well" as potential upside. While we wait I absolutely also love the combination with a high share of gold in the ore that these companies also have besides silver. Exciting times. https://www.youtube.com/watchv=vcZuhcTrMsg https://www.youtube.com/watchv=vcZuhcTrMsg" [X Link](https://x.com/OriginalBraila/status/1927282732901486726) 2025-05-27T08:36Z 24.5K followers, 14.1K engagements "Still way too cheap imo I managed to buy another [-----] shares at [----] CAD average today after the excellent report. Mako Mining Reports Q1 [----] Financial Results Including Record Mine Operating Cash Flow of US$19.9 million Adjusted EBITDA of US$16.1 million and EPS of US$0.12/share from [-----] oz Gold Sold at US$2915/oz Mako Mining Reports Q1 [----] Financial Results Including Record Mine Operating Cash Flow of US$19.9 million Adjusted EBITDA of US$16.1 million and EPS of US$0.12/share from [-----] oz Gold Sold at US$2915/oz" [X Link](https://x.com/OriginalBraila/status/1929590825010221241) 2025-06-02T17:27Z 24.5K followers, 18.1K engagements "I have followed Taseko ( $TKO $TGB ) for [--] years. I haven't owned it lately but I have been buying today based on this news: There isn't much talked about New Prosperity at the website and presentations nowadays but as I remember it it is an absolute world class gold-copper project. My speculation is that this fact will be "re-discovered" coming weeks. https://www.mining.com/deal-ends-decades-long-dispute-over-taseko-mine-in-b-c/ https://www.mining.com/deal-ends-decades-long-dispute-over-taseko-mine-in-b-c/ https://www.mining.com/deal-ends-decades-long-dispute-over-taseko-mine-in-b-c/" [X Link](https://x.com/OriginalBraila/status/1931042233874071738) 2025-06-06T17:35Z 24.5K followers, [----] engagements "I am not really sure if it will be a long or short investment but it is large enough to mention that I have taken a position in both BW LPG and Dorian LPG. I am also likely to trade as I hold (as usual) to make my entry cost as low as possible. Reason for entry is the situation in Iran and that the orderbook looks ok the coming [--] months. In short there is a chance we could have very strong earnings during that time. At the same time the risks doesn't seem massive. And I can't own only PM. https://twitter.com/i/web/status/1934870214283235630 https://twitter.com/i/web/status/1934870214283235630" [X Link](https://x.com/OriginalBraila/status/1934870214283235630) 2025-06-17T07:06Z 24.5K followers, [----] engagements "So easy to understand the solution to low prices is always low prices. It is only a matter of time when a massive price incentive is there. Solar will continue to power silver. $VZLA $GGD $SM.V BATTERIES ARE QUIETLY CARRYING THE GRID WHILE EVERYONE SLEEPS ON THEM Grid batteries in the U.S. are exploding in power: from under [--] GW in [----] to nearly [--] GW by [----]. In June Californias battery packs supplied 26% of evening demand more than gas plants. They charge up https://t.co/OU6PwrwRsN BATTERIES ARE QUIETLY CARRYING THE GRID WHILE EVERYONE SLEEPS ON THEM Grid batteries in the U.S. are" [X Link](https://x.com/OriginalBraila/status/1939511986573938795) 2025-06-30T02:31Z 24.5K followers, [----] engagements "$GGD https://youtu.be/dtRYPAnsfTwsi=wxB5lXFdn8GxFPMe https://youtu.be/dtRYPAnsfTwsi=wxB5lXFdn8GxFPMe" [X Link](https://x.com/OriginalBraila/status/1943903079343980902) 2025-07-12T05:19Z 24.5K followers, [----] engagements "2.5% of this amazing company is mine after recent large purchases at +5 cad. Mako throws off an amazing amount of cash annualized vs mcap and we have yet to include Moss and the Co diamond in Guyana. Imagine when these two get added. Slam dunk to own Mako Mining Announces Q2 [----] Production Results Generating Record Gold Revenue of US$38.1 million and an Increase in Cash of US$18.2 million Mako Mining Announces Q2 [----] Production Results Generating Record Gold Revenue of US$38.1 million and an Increase in Cash of US$18.2 million" [X Link](https://x.com/OriginalBraila/status/1944727746267025769) 2025-07-14T11:56Z 24.5K followers, 18.3K engagements "Great how $VZLA lets us get the different views & angles from the many mining superstars (yes they have several of them google the background of Dr Velador if you don't believe me) that work in the company get interviewed to be viewed by us on youtube. Excellent insight into Mexican silver-gold vein districts and our plan to find Project #2 from Dr. Jesus Velador Vizsla's VP of Exploration. Excellent insight into Mexican silver-gold vein districts and our plan to find Project #2 from Dr. Jesus Velador Vizsla's VP of Exploration" [X Link](https://x.com/OriginalBraila/status/1950591643117138285) 2025-07-30T16:17Z 24.5K followers, [----] engagements "Largest holdings at ATH y-day (+46% in SEK +60% in USD): [--]. K92 [--]. VZLA [--]. Mako [--]. OET/ECO [--]. GoGold The holdings below has too much of ongoing changes so I dont want to list more at this time. [------] % since start early [----] without leverage/options etc and it is after annual Swedish tax deducted. Annualizes around 40-50% which also is what I have accomplished the last year" [X Link](https://x.com/OriginalBraila/status/1953718590781210856) 2025-08-08T07:23Z 24.5K followers, 23.2K engagements "$OET $ECO Q2 Wow [--] cents EPS and [--] cent dividend. simply the best. Q3 numbers the seasonally weak quarter very good VLCC numbers which is the most important. Slightly weak Smax but with lots left to book. I have said it before this is a company I am sticking with. https://live.euronext.com/sites/default/files/company_press_releases/attachments_oslo/2025/08/12/652629_OET%20Q2%202025%20Results.pdf https://live.euronext.com/sites/default/files/company_press_releases/attachments_oslo/2025/08/12/652629_OET%20Q2%202025%20Results.pdf" [X Link](https://x.com/OriginalBraila/status/1955510661380702712) 2025-08-13T06:04Z 24.5K followers, 11.4K engagements "I increasingly look for relatively young hardworking people that are very successful and that I should invest with for years as they are likely to give my family 20-30 years of ever growing skills. I am thinking about people like: [--]. Aristidis [--]. Michael Konnert [--]. Akiba [--]. Hannisdahl (I plan to invest with him when I have free cashflow on my childrens behalf) [--]. Luke Alexander (likely if he delivers as I expect) Hopefully I can keep finding these people and hopefully I am allowed to keep investing with them" [X Link](https://x.com/OriginalBraila/status/1955517149130232246) 2025-08-13T06:29Z 24.5K followers, 10.9K engagements "Okeanis dividend track record (add Q2 [----] [--] cents obviously). I got basically all of this and initially trusted Aristidis to take my [--] usd per share and try to grow it to the best of his ability. It is fair to say that what he has achieved in a sometimes good sometimes tough markets over +5 years have been life changing for me. And really these kind of people usually only get better and better at what they do with time. And really the setup for tankers doesn't look worse now compared to back then. $OET $ECO increadibly enough still trades at a discount to NAV. Meaning you get the integrity" [X Link](https://x.com/OriginalBraila/status/1955522041865535585) 2025-08-13T06:49Z 24.5K followers, [----] engagements "Largest holdings: [--]. $VZLA [--]. $KNT [--]. $MKO.v [--]. $GGD [--]. $OET $ECO [--]. $CERT.v [--]. $SVM [--]. $GOT.v [--]. $NCAU.v [--]. $SM.v [--]. $NEXM.v [--]. $NEXG.v Largest change is that I have built a large position in that I have high hopes will do very well the coming year. https://www.cerradogold.com/ https://www.cerradogold.com/" [X Link](https://x.com/OriginalBraila/status/1967786386242797805) 2025-09-16T03:03Z 24.5K followers, 28K engagements "Not on the top [--] but still holding includes Sintana Borealis and Taseko" [X Link](https://x.com/OriginalBraila/status/1967787057788715087) 2025-09-16T03:06Z 24.6K followers, [----] engagements "Since I started this account early [----] (soon 20y) I am now up over 200k %. No leverage no options and after annual Swedish taxation. [----] has been a great year so far. Besides the 65% the SEK has also gained over 15% vs the USD. Multi year PM bull market ongoing imo" [X Link](https://x.com/OriginalBraila/status/1967789456804724812) 2025-09-16T03:15Z 24.5K followers, [----] engagements "$MKO.v Complicated as usual. Remember though it comes from the smartest people in mining hence I suspect the first hours/day of trading before investors fully understand this deal will likely be great buying opportunities in hindsight. https://www.accessnewswire.com/newsroom/en/metals-and-mining/mako-mining-announces-proposed-acquisition-of-the-permitted-mt.-hamilton-gold-sil-1079902 https://www.accessnewswire.com/newsroom/en/metals-and-mining/mako-mining-announces-proposed-acquisition-of-the-permitted-mt.-hamilton-gold-sil-1079902" [X Link](https://x.com/OriginalBraila/status/1973008367179514091) 2025-09-30T12:53Z 24.5K followers, [----] engagements "GoGold Silver $GGD https://www.youtube.com/live/ysyjZNGyEX0si=ZzkGuVZniugfwqPz&t=3511 https://www.youtube.com/live/ysyjZNGyEX0si=ZzkGuVZniugfwqPz&t=3511" [X Link](https://x.com/OriginalBraila/status/1976303914375864811) 2025-10-09T15:09Z 24.5K followers, [----] engagements "I was a mining investor from 2007-2015. Between [----] and [----] was not fun. Between [----] - [----] I had amazing success in shipping. Late [----] I returned to mining. I think and often tell friends that those that stayed with mining including technical analysts 2011-2023 that they were to some extent "damaged" by the experience. All humans are shaped by their near term experiences and expects history to repeat a bias. Some TA analysts try to compensate by looking at longer charts but I doubt they manage to get rid of the fear. The results are comments & fears we saw Friday last week and this" [X Link](https://x.com/OriginalBraila/status/1980224935630082468) 2025-10-20T10:49Z 24.5K followers, 22.4K engagements "$ECO $OET remains a key company in my portfolio. The highest quality management in shipping and the most interesting subsector imo" [X Link](https://x.com/OriginalBraila/status/1980499826841415736) 2025-10-21T05:02Z 24.5K followers, 14.2K engagements "I intend to be a shipping investor as long as I invest. as it is underfollowed and hence easier to make great returns. Which VIE consistently does. I intend to be a VIE member as long as I invest as well. There is no better place than VIE when it comes to learning about shipping. But there is also an interesting more general chat with lots of investors I have great respect for and learn from. Very much recommended if you have the portfolio size to afford it. Exciting times in #shipping: -Ripping #tanker rates 🚀 -Phenomenal #drybulk setup 🧐 -Port fees eliminated 🎉 -US/China deal soon 🤔" [X Link](https://x.com/OriginalBraila/status/1984137499128512606) 2025-10-31T05:56Z 24.5K followers, 20.4K engagements "As I see it we are in a typical volatile shake out process in a longer bull market. It always happens and it is difficult to know when it starts and when it ends. Personally I have a very strong conviction in my holdings I have had a fantastic [----] and I do not use leverage. In other words I hold and do small trading adjustments as some stocks become more oversold than others. I also often "take days off from the market" and/or simply spend time doing more research on existing and potentially new companies" [X Link](https://x.com/OriginalBraila/status/1986342309655421177) 2025-11-06T07:58Z 24.5K followers, [----] engagements "https://www.accessnewswire.com/newsroom/en/metals-and-mining/silver-tiger-announces-receipt-of-all-required-approvals-to-construct-the-el-tigr-1098426 https://www.accessnewswire.com/newsroom/en/metals-and-mining/silver-tiger-announces-receipt-of-all-required-approvals-to-construct-the-el-tigr-1098426" [X Link](https://x.com/OriginalBraila/status/1986902869279203363) 2025-11-07T21:05Z 24.5K followers, [----] engagements "So many people doubted we would get Mexico mining permits which has caused the best silver projects in the world to trade on the cheap. Well now the permits are flowing. $GGD $VZLA $APGO.v $SM.v" [X Link](https://x.com/OriginalBraila/status/1986907828687077609) 2025-11-07T21:25Z 24.5K followers, [----] engagements "@AkibaLeisman @larrybird19701 There was a decent sized seller in the market recently. I managed to get 177k shares" [X Link](https://x.com/OriginalBraila/status/1986912396745551954) 2025-11-07T21:43Z 24.5K followers, [---] engagements "This is the key $VZLA slide to focus on now. For my shipping readers any of the large "silver" producers would gladly grab VZLA at 2x NAV because they all have inferior silver assets. It would be like a company with a [----] non eco fleet would be able to buy Okeanis at below their own valuation. It raises the quality of the new combined company. Obviously VZLA does not want that at least for now. https://twitter.com/i/web/status/1988581848704766392 https://twitter.com/i/web/status/1988581848704766392" [X Link](https://x.com/OriginalBraila/status/1988581848704766392) 2025-11-12T12:17Z 24.5K followers, 10.2K engagements "I simply love the quality of the companies in my portfolio. Okeanis beat even my expectations in Q3 and Q4 looks amazing. Investing is fun once one start to find these higher quality managements and can build that perfect portfolio. $OET $ECO is shared nr [--] size with Mako in my portfolio https://seekingalpha.com/pr/20305149-okeanis-eco-tankers-corp-unaudited-condensed-financial-statements-for-the-third-quarter-and https://seekingalpha.com/pr/20305149-okeanis-eco-tankers-corp-unaudited-condensed-financial-statements-for-the-third-quarter-and" [X Link](https://x.com/OriginalBraila/status/1988721874679869442) 2025-11-12T21:33Z 24.6K followers, [----] engagements "75 cents div for the seasonally weakest Q3 is fantastic and we are about to see lift off in Q4" [X Link](https://x.com/OriginalBraila/status/1988722637842051552) 2025-11-12T21:36Z 24.6K followers, [----] engagements "Today we are learnining the word: CRUSHING Todays lesson is sponsored by $OET $ECO" [X Link](https://x.com/OriginalBraila/status/1988878024943497507) 2025-11-13T07:54Z 24.6K followers, [----] engagements "Let me guess. Crushing it $OET $ECO https://www.tradewindsnews.com/tankers/okeanis-eco-tankers-buys-back-last-two-vlccs-as-profit-crushes-expectations/2-1-1900200 https://www.tradewindsnews.com/tankers/okeanis-eco-tankers-buys-back-last-two-vlccs-as-profit-crushes-expectations/2-1-1900200" [X Link](https://x.com/OriginalBraila/status/1988883434203226229) 2025-11-13T08:15Z 24.6K followers, [----] engagements "For years during the last president Mexico silver developers got a discount vs companies in other countries. That just changed with the permit of Silver Tiger. It was not a surprise to us but the general market probably has a long way to price back to normal. $VZLA is the worlds best silver project at a time when it is likely that silver is The most interesting asset. This is about to get extremely fun imo. And yes not only top notch asset also that precious rare commodity best in class management on all levels. I don't fly First Class on planes but I do fly first class with my" [X Link](https://x.com/OriginalBraila/status/1988887520533250134) 2025-11-13T08:31Z 24.5K followers, [----] engagements "ABG Sundal trying to differentiate. but not really succeeding. $OET $ECO" [X Link](https://x.com/OriginalBraila/status/1988893187105067516) 2025-11-13T08:54Z 24.6K followers, [----] engagements "Largest current holdings: [--]. $VZLA [--]. $KNT [--]. $MKO.v [--]. $ECO/ $OET [--]. $GGD [--]. $PGLD.v [--]. $CERT.v [--]. $NEXG.v [--]. $NCAU.v [--]. $SM.v [--]. $GOT.v [--]. $NEXM.v [--]. $APGO.v The year is coming to an end. +97% measured in a currency up 15% against the USD is great. I don't know if [----] can match that but I do know that logically this much more than [----] is the year when my companies really should re-rate up due to individual fundamentals like the Lassonde curve and more. https://twitter.com/i/web/status/1996799638481822013 https://twitter.com/i/web/status/1996799638481822013" [X Link](https://x.com/OriginalBraila/status/1996799638481822013) 2025-12-05T04:31Z 24.5K followers, 51.4K engagements "I try to watch the interviews with Russel Napier that become available and yes this is the investment landscape that I think we are in and entering. And yes I am quite busy preparing. And no the key message in the video is not about AI. https://www.youtube.com/watchv=QEjFB_yQKpA https://www.youtube.com/watchv=QEjFB_yQKpA" [X Link](https://x.com/OriginalBraila/status/1996834692692398234) 2025-12-05T06:51Z 24.5K followers, 35.9K engagements "Very good interview by Brad from $GGD I love when I come away from listening with a feeling that I do not own enough shares. This is getting very close to +50% re-rating on permits and build start imo. I especially loved the part about Gov knocking at doors checking how locals feel about the project. https://www.youtube.com/watchv=GzUOGg79tIs&t https://www.youtube.com/watchv=GzUOGg79tIs&t https://www.youtube.com/watchv=GzUOGg79tIs&t https://www.youtube.com/watchv=GzUOGg79tIs&t" [X Link](https://x.com/OriginalBraila/status/2003721302302163409) 2025-12-24T06:56Z 24.5K followers, 13.3K engagements "$KNT is not a deposit it is an army of monster deposits. For some reasons the management feels limited by regulators discussing the true outlook beyond the Stage [--] expansion and what it means very soon when they have "unlimited cashflow" to finance what I suspect will be various Stage [--] - [--] monster gold and copper deposits. One of those monsters actually already has a mill ready to use (the old mill now replaced by the new Stage 3-4 one). Likely a continued key holding for me until they are taken out. Something I am a bit worried will happen too soon as they are less than promotional about" [X Link](https://x.com/OriginalBraila/status/2004543732222472494) 2025-12-26T13:24Z 24.6K followers, 11.8K engagements "@AirHelp_SE testade er tjnst med rende [-------] efter att mina barn blev avvisade frn sin bokning p ett Lufthansa plan och flyttade till ett Thai Airways [--] timmar senare. Tjnsten verkar inte fatta att de inte kom p planet. Ngot ni vill ta tag i Eller inte s stor ide med snt hr https://twitter.com/i/web/status/2011118365901762799 https://twitter.com/i/web/status/2011118365901762799" [X Link](https://x.com/OriginalBraila/status/2011118365901762799) 2026-01-13T16:49Z 24.6K followers, [----] engagements "$CERT.v is a key holding of mine and I am a substantial shareholder in the company. [----] should be extremely interesting. https://www.cerradogold.com/images/pdf/Presentations/2025/Cerrado_Gold_Corporate_Presentation_-_January_2026.pdf https://www.cerradogold.com/news-media/news-2026/cerrado-gold-announces-conclusion-of-gold-hedging-program-at2026-01-19-030501 https://www.cerradogold.com/images/pdf/Presentations/2025/Cerrado_Gold_Corporate_Presentation_-_January_2026.pdf" [X Link](https://x.com/OriginalBraila/status/2013232407647056022) 2026-01-19T12:49Z 24.5K followers, 12.2K engagements "How it used to be: "Q1 [----] mines sales percentages: copper 37% zinc 17% gold 20% silver 14% nickel 6% lead 4% other 2%" Start of [----] [--] year ago this was the situation: Gold: $2624 per ounce (USD). Silver: $28.9 per ounce (USD). Copper was about [----] per pound" [X Link](https://x.com/OriginalBraila/status/2013949579729764584) 2026-01-21T12:19Z 24.5K followers, [----] engagements "Gold Copper Silver Nevada Very experienced management well financed and still increadibly cheap. Key holding that should do very well [----]. $PGLD.v Founder & CEO Joe Ovsenek presents at the Metals Investor Forum $PGLDF $PGLD.V @P2_Gold #nevada #gold #copper YouTube: https://t.co/JzxM8GpuH4 Founder & CEO Joe Ovsenek presents at the Metals Investor Forum $PGLDF $PGLD.V @P2_Gold #nevada #gold #copper YouTube: https://t.co/JzxM8GpuH4" [X Link](https://x.com/OriginalBraila/status/2015494956627173441) 2026-01-25T18:40Z 24.5K followers, 18K engagements "Using GROK to check what P/E would have been for First Majestic $AG if using [---] usd silver and [----] usd gold [----] annualizing the 9m numbers. Answer P/E [--]. Doing the same adjusting the expected P/E for $VZLA the first full year of production (BFS) if we have 100+5000. Answer P/E [---] Between that and now is permit mill construction and startup. An indication of the upside. Worth remembering that VZLA Panuco is more of a tier A mine than First Majestics assets. Lower expected cost longer minelife larger mine etc. https://twitter.com/i/web/status/2015544868630892743" [X Link](https://x.com/OriginalBraila/status/2015544868630892743) 2026-01-25T21:58Z 24.5K followers, 27.6K engagements "Well we are moving towards 220k ounces (without need to finance) of gold run rate [----]. MCAP [---] mcad. Great interview with @kereport as always. A clear favorite among podcasts. Only thing missing was pushing Akiba a bit on what more acquisitions are in the pipeline. $mko.v New interview with @kereport We talk about operations our new Moss resource construction activities at Mt Hamilton permitting in and this weeks 🎸 lesson where I learn Avril Lavigne Complexity Leads to Simplicity https://t.co/rPlHJKhMgC via @YouTube $mko.v New interview with @kereport We talk about operations our new Moss" [X Link](https://x.com/OriginalBraila/status/2016599364429631823) 2026-01-28T19:48Z 24.5K followers, 14.5K engagements "If you haven't yet listened to the $FRO call you obviously should. https://www.frontlineplc.cy/fro-investor-presentation-fully-funded-acquisition-of-24-modern-vlccs-from-euronav-nv/ https://www.frontlineplc.cy/fro-investor-presentation-fully-funded-acquisition-of-24-modern-vlccs-from-euronav-nv/" [X Link](https://x.com/OriginalBraila/status/1713562021302518223) 2023-10-15T14:26Z 24.6K followers, [----] engagements "I recommend comparing the gold&copper grades first [--] years (of 15y) in the recent PEA of $PGLD in the picture below vs the intercepts in yesterdays pressrelease. We could be looking at both a larger project and/or higher grade first years say 2-5 which massively would impact already incredible NPV5%-10% numbers (compare to mcap). A bit mind boggling how much this company could re-rate [----] in a continued hot market. https://www.p2gold.com/_resources/presentations/corporate-presentation.pdfv=121705" [X Link](https://x.com/OriginalBraila/status/2001168239431471445) 2025-12-17T05:51Z 24.6K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@OriginalBraila O BO B posts on X about $vzla, $ggd, silver, $eco the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 54.21% countries 12.15% currencies 10.28% stocks 8.41% social networks 5.61% technology brands 5.61% cryptocurrencies 3.74% travel destinations 0.93%
Social topic influence $vzla #2, $ggd 27.1%, silver #1645, $eco 16.82%, $oet 15.89%, gold 12.15%, in the 11.21%, $smv 10.28%, mexico #3487, investment 8.41%
Top accounts mentioned or mentioned by @shippingvie @akibaleisman @jarmofriman @eddiepugmire @sardinesforsale @avecaesar511 @sedss33321 @larrybird19701 @airhelpse @p2gold @kereport @youtube @brownmarubozu @heisenberg_coin @remembers87 @jimmy____d @tommydeepwater @danban__ @phil_hk @gringo_in_arg
Top assets mentioned Okeanis Eco Tankers Corp. (ECO) Frontline Ltd. (FRO) International Seaways, Inc. Common Stock (INSW) dHedge DAO (DHT) TORM plc Class A Common Stock (TRMD) Sei (SEI) Tokenomy (TEN) Dayforce, Inc. (DAY)
Top posts by engagements in the last [--] hours
"It will be very interesting to see what the short statistics in $VZLA tops out at when all is said and done by X accounts with millions of followers that as it seems to me has posted flawed information about what happened in Mexico. Flawed according to the Mexican Gov and the Co"
X Link 2026-02-12T19:10Z 24.6K followers, [----] engagements
"The $VZLA project is the best silver project in the world. This is what is being shorted. - 20m ounces/year - All in sustaining cost [-----] usd - Low CAPEX - Up and running it would make the entire MCAP in one year at current silver/gold. - The local population want the project"
X Link 2026-02-13T12:16Z 24.6K followers, 28K engagements
"I have bought in total (incl shares from the Goldbull takeover) a bit over 3% of this gold producer with the ticker $BOGO Great educational video as well in regards to heap leach production of gold. https://www.youtube.com/live/e0FxkFgcsdEsi=cRF5d2CQ2UubuqJ6 https://www.youtube.com/live/e0FxkFgcsdEsi=cRF5d2CQ2UubuqJ6"
X Link 2025-04-23T18:49Z 24.6K followers, [----] engagements
"Looks like a fair chance I see a fresh ATH in the portfolio tomorrow after todays successes with $VZLA and $OET. Time will tell"
X Link 2025-11-12T21:40Z 24.6K followers, [----] engagements
"That is how we like it premium company premium management crushing it. $OET $ECO"
X Link 2025-11-13T07:46Z 24.6K followers, [----] engagements
"Boliden has multiple EU smelters assets that I soon think will be viewed as strategic assets. Further it is miner and the speculative check I did with Grok is what q3 [----] would have looked like for them EPS if current spot prices for copper silver and gold were used all else equal. Current share price is [---] sek https://twitter.com/i/web/status/2013945188540883023 https://twitter.com/i/web/status/2013945188540883023"
X Link 2026-01-21T12:02Z 24.6K followers, 13.2K engagements
"I love the setup that I have with $PGLD.v and the very clear focus on moving its project towards production in Nevada. A very odd holding for me where I simply hold because the immediate upside is too large to trade. It is quite clear that with the current world situation there is an increasing logic to pay a premium for advanced copper silver tungsten etc projects in western US. No coincidence I hold a lot of P2Gold $MKO.v and others. https://youtu.be/UEnAGRlYLsosi=mkf8_GHMGx3Sb8T0&t=9 https://youtu.be/oUGVP28Fb8Ysi=_72b4iXnvEFaDOo_&t=15 https://youtu.be/UEnAGRlYLsosi=mkf8_GHMGx3Sb8T0&t=9"
X Link 2026-02-05T09:26Z 24.6K followers, 14.8K engagements
"Note the recent pressreleases that have all showed perfect infill drill results fully supporting the thesis that this will be a project that keeps growing and expanding pre production and post production start. Did I mention the great mgt track record and insider ownership 🥰 A key person to follow that I have had a lot of help from identifying and investing in $PGLD.v is https://x.com/MikaelWi1 https://x.com/MikaelWi1"
X Link 2026-02-05T09:31Z 24.6K followers, [----] engagements
"Thanks horrible if it turns out to be one of them. Logically the best for the community is if the mine gets into production asap and start throwing off large tax payments that the Mexican Gov allocate to increased military police presence. Clearly a win win for all stakeholders https://twitter.com/i/web/status/2020216433460777278 https://twitter.com/i/web/status/2020216433460777278"
X Link 2026-02-07T19:21Z 24.6K followers, [---] engagements
"One of my adopted countries that I love dearly. And tweet this from. You really should visit #Hungary if you haven't already. As always though. do it legally. https://www.youtube.com/shorts/S-o3H35v3Xs https://www.youtube.com/shorts/S-o3H35v3Xs"
X Link 2026-02-10T14:28Z 24.6K followers, [----] engagements
"I don't think like that. Instead I look at the possible scenarios (upside and downside I can see) for a risk reward. Then if attractive I size my investment. I do not claim to know the future. In regards to the cartel that is suspected as I understand it it seems to be the loosing side of the two fractions. But that is only one of many pieces of the puzzle"
X Link 2026-02-14T08:03Z 24.6K followers, [---] engagements
"A number of people posting here at X needs to take a serious look in the mirror after what they have posted about $VZLA without having clear facts. Nothing I am calling for but I would understand if SEC felt a need to look into some of the posts done. https://vizslasilvercorp.com/vizsla-silver-provides-security-and-operations-update/ https://vizslasilvercorp.com/vizsla-silver-provides-security-and-operations-update/"
X Link 2026-02-12T13:52Z 24.6K followers, 10.7K engagements
""Will not engage with unfounded rumors or speculation. Vizsla Silver operates in compliance with applicable Mexican and Canadian laws. A zero-tolerance approach is maintained toward bribery corruption extortion and any form of unlawful or unethical conduct." This is crystal clear as far as I am concerned. And it is what I expected from this management. https://twitter.com/i/web/status/2021966714053742695 https://twitter.com/i/web/status/2021966714053742695"
X Link 2026-02-12T15:16Z 24.6K followers, [----] engagements
"This is a 20m ounce project with AISC around [--] usd in a completely fresh bankable feasibility study. Say that we increase costs by [--] musd for safety and we are at [--] usd AISC. At [--] usd silver that is an annual expected cashflow margin of 20m ounces x [--] usd for [---] billion usd. MCAP is approximately that [---] billion but EV is much lower due to a massive net cash position. Hardly frothy. https://twitter.com/i/web/status/2022207076349382963 https://twitter.com/i/web/status/2022207076349382963"
X Link 2026-02-13T07:11Z 24.6K followers, [----] engagements
"Don't underestimate the free option we get with $MKO.v on Tungsten. The demand side in todays world looks crazy bullish with key sectors being weapons EVs semiconductors mining construction energy aerospace. And the producers Oh oh oh. Mako has its asset in Nevada and it is permitted. My story: https://t.co/Reqb7HIPMB My story: https://t.co/Reqb7HIPMB"
X Link 2025-12-08T17:00Z 24.6K followers, 28.7K engagements
"Vizsla Silver what is right what is wrong I waited a while to comment on this situation because the above is not only one question but rather two from our perspective or at least my. The first question is about the horrible facts. Fathers brothers sons collegues have been murdered. Likely some of the best people in Mexico. People trying to build something good. This is so horrible so I hesitated to start writing as I was/is afraid ending up discussing either too much second question issue (investment/money) and also squabbling in a way that is not worthy the situation. So on the 2nd issue"
X Link 2026-02-10T08:32Z 24.6K followers, 24.7K engagements
"The part $MKO.v got for free when buying the Mount Hamilton gold project continues to grow in value. Tungsten is likely the most interesting minor metal in todays world and there are not many near term projects in the US. I argue you still get this project for free with Mako and that there is no more capable management to make that value very visible near term. Start by understanding the metal. Consider continuing by looking at the Mako free option rather than chasing risky minor juniors. https://x.com/AkibaLeisman/status/2021268761576120830 Don't underestimate the free option we get with"
X Link 2026-02-10T17:17Z 24.6K followers, 13.6K engagements
"It is worth remembering that GoGold already is a very profitable silver producer. Q4 great Q1 likely even better. Plus Q1 is likely when they get their permit for Los Ricos South. https://mailchi.mp/gogoldresources/20260210 $GGD $GLGDF GoGold Announces Record Quarterly Revenue and Cash Flows https://t.co/EEC4xPbFlg https://t.co/1ZI2odbu5J https://mailchi.mp/gogoldresources/20260210 $GGD $GLGDF GoGold Announces Record Quarterly Revenue and Cash Flows https://t.co/EEC4xPbFlg https://t.co/1ZI2odbu5J"
X Link 2026-02-11T20:02Z 24.6K followers, [----] engagements
"We are again at a point where I read everywhere that Mexico is uninvestable that it is a bad country. This video was recorded before the kidnappings and killings of the $VZLA employees. It strikes me as fairly balanced and it points out the obvious which the Lundin family has built there success on. If you want to find big deposits you have to be prepared to invest in difficult places. Right now on X there is an understandable feeling that Sinaloa Mexico is the worst place on earth and Vizsla is likely extremely shorted. It is a time when we can't really talk about the value of the asset."
X Link 2026-02-13T07:01Z 24.6K followers, 14.2K engagements
"One can add that the mine is actually already built at full scale. It is the mill that remains to be built. This is good for Mexico it is wanted for the chance of a better future. My bet is that it gets its permit as planned and that short sellers buy back more expensive"
X Link 2026-02-13T12:16Z 24.6K followers, [----] engagements
"Makes the entire mcap gross in a year before tax. $VZLA will very soon however be a large Mexican tax payer providing hope and prosperity for the region and beyond. Margin between silver price and AISC (a pre tax margin)= about [--] usd x 20m ounce even if we add say 30-50 musd/year for a deal with the Mexican gov to station increased permanent police/military presence to be able to actually create all jobs all tax revenues a brighter future with less cartel influence. Nothing new in Mexico. Has been done before. https://twitter.com/i/web/status/2022285798108733491"
X Link 2026-02-13T12:24Z 24.6K followers, [----] engagements
"When looking av $VZLA and if the Panuco project will be built or not it might be wise to consider this: [--]. Cost to build the project: [---] musd [--]. Cash at hand to build the rest of the project not yet finished according to the BFS from Nov 2025: [---] musd. What this means that as long as Vizsla retains the social license to create jobs and prosperity in the area rather than leaving the cartels being the main employer for young people and as long as Mexico want this project built. It likely gets built. Vizsla Silver is in a very strong financial situation. There are no negotiations with any"
X Link 2026-02-13T15:01Z 24.6K followers, 11.7K engagements
"This is why I returned to mining [----] after staying away for [--] years (mostly spent in shipping). I see a lot of "hard asset style" investors that dislike renewals for political reasons. That has always been difficult for me to understand. I have learned not to mix political views with my investments. Yes silver will be replaced by copper where possible (and copper by aluminium where possible) but massive growth in electrification meeting stagnant silver supply should still mean a strong environment for silver producers. Solar will utterly dominate future electricity production Solar will"
X Link 2026-02-14T11:09Z 24.6K followers, 12.4K engagements
"My largest winners ytd [----] A bit strange to see $TRMD dominating but while I own it now I used to own a lot more when it did better than recently. It's been a tough market lately but YTD is still exceptionally good at 37% in SEK. I am also very optimistic about [----] $VZLA $GGD $KNT $MKO $SEI & others and I continue to invest in shipping"
X Link 2024-11-29T08:09Z 24.5K followers, 13.9K engagements
"Largest losses ytd [----] (worst last in the list)"
X Link 2024-11-29T08:12Z 24.5K followers, [----] engagements
"On $GGD being there on the loss side remember this is listing "amounts" gains/losses and GGD is a high conviction play for me meaning I am heavily invested. Current weakness hence means low % loss but high SEK loss"
X Link 2024-11-29T08:14Z 24.5K followers, [----] engagements
"Never fun with weakness in the portfolio. But I only own stocks I am really happy with the outlook of. Lots of them imo should have an amazing [----] and I only need [--] or [--] actually doing what I hope for another great year. But yes I am optimistic by nature"
X Link 2024-12-11T20:12Z 24.5K followers, 13.6K engagements
"I love the outlook for $GGD [----]. I can't understand the large selling pressure that we have seen lately. but it is end of the year and stranger things have happened. https://youtu.be/xLIEB2E9w9Q https://youtu.be/xLIEB2E9w9Q"
X Link 2024-12-20T16:54Z 24.5K followers, [----] engagements
"8 Capital: "K92 report Q4/24 GEO production of 53.4Koz (GEO) vs. our 35.8Koz which brings [----] GEO production to 149.515Koz vs. guidance of 120-140Koz" The kind of thing that makes a stock go +15% in a day. This quote from the CEO: "there is tremendous enthusiasm within the Company" reminds me of one of my key investment rules/thoughts: "Good companies are often better than they look bad companies are often worse than they look" $KNT"
X Link 2025-01-09T01:47Z 24.5K followers, [----] engagements
"I own $VZLA $GGD $SM.V $VROY as my main silver plays. While I don't invest on expectations of dramatic moves in the silver price (I think my holdings can easily do 3-5x with very modest silver strength) I actually do think silver is going to have another good year [----] and move towards [--] usd dramatically further increasing expected producer margins. This is an interesting story as well. https://www.kitco.com/news/article/2025-01-08/trumps-tariff-threats-are-destabilizing-silver-markets-gold-will-rally"
X Link 2025-01-09T04:05Z 24.5K followers, [----] engagements
"I have been buying up a lot of the $VROY others have been selling. That is why I have been very quiet about it. Imo this is the highest quality silver royalty out there. Increadibly attractive and the signal I have gotten from mgt is that they are open to sell it to highest bidder as they build the mine. Meaning probably in [--] months or so. I can only begin to imagine how competitive that process will be from the large royalty companies that want a higher silver proportion. https://twitter.com/i/web/status/1877226958444179583 https://twitter.com/i/web/status/1877226958444179583"
X Link 2025-01-09T05:32Z 24.5K followers, [----] engagements
"I love the quality and the outlook for my silver companies. $VZLA $GGD $SM.v $VROY and I still can't believe Allan doesn't have more Youtube followers. https://www.youtube.com/watchv=I2TP8gjRqvE https://www.youtube.com/watchv=I2TP8gjRqvE"
X Link 2025-01-10T09:31Z 24.5K followers, [----] engagements
"Over the years I have been somewhat critical of $INSW. For the record as time has passed I have come to like the company more. $ECO A+ $FRO A- $INSW B+ $DHT B+ $TNK C+ $NAT C+ $TEN C Could perhaps be an attempt to rank the dirty tanker players from mgt skills/alignment. My largest such tanker holdings are ECO/OET (14% of my portfolio) followed by INSW. https://www.youtube.com/watchv=rTiUP5n0boQ https://www.youtube.com/watchv=rTiUP5n0boQ"
X Link 2025-01-10T12:39Z 24.5K followers, 12.7K engagements
"@eddiepugmire A good thing to do is probably to search for a recent Youtube video with Rick Rule where he often talks about the potential for silver and what silver stocks do historically in a bull market. Saves me from making irresponsible statements about upside"
X Link 2025-01-16T14:05Z 24.5K followers, [----] engagements
"My current ownership of Okeanis $OET $ECO is 1.3% of the company. It has been highly profitable one could say a life changing investment since I entered almost [--] years ago now and started getting that quarterly flow of dividends. Yet the opportunity is still very much still there as Okeanis trades at a subtantial discount to NAV while the assets have become cheaper. What remains as well is the fact that you get this rare thing a super aligned management that is the best in the industry. Superior shipping professionals that you also can trust. And that are aligned with you through their"
X Link 2025-01-23T03:16Z 24.5K followers, 45K engagements
"Okeanis has always been the most transparent and shareholder friendly company and when we look at the rates and how they are likely to produce easy to understand EPS/Dividend/Yield I think it should be fairly obvious that even in a market that is currently not strong OET does its contribution to any great portfolio while also having the potential for explosive dividends and share price performance"
X Link 2025-01-23T03:23Z 24.5K followers, [----] engagements
"I don't know the future. but. It sounds crazy to me if $GGD would not move at least 30% the days after they get the mining permit. I mean even vs my other real favorite in the sector $VZLA. there will be a higher valuation all things equal when permit and full feas in place makes you "shovel ready". Which brings the next logical question: How likely is it that their guess of them having it before end of Q1 is correct Again I don't know the future but my guess would be like. 95% probability. I don't want to say how much I own of but I can say that I have never owned as much of an individual"
X Link 2025-01-29T08:42Z 24.5K followers, [----] engagements
"This video highlighting how high Gatos was valued and First Majestic is valued how 1/3 of the Gatos production actually is lead and zinc rather than gold and silver. It simply shows what extraordinary near term producers we have with $GGD and $VZLA Silver with by product mostly gold. so much better. It also shows how attractive our expected AISC costs per ounce of 9-12 usd are. These are world class companies that probably will end up grow to majors or be taken out by majors too early. https://youtu.be/ZoQIdV34aiEsi=D3kygidGaUlq_-k6&t=44 https://youtu.be/Ps4tefOKbN4si=Dz4wKlwZCVkwDIKP"
X Link 2025-02-07T11:27Z 24.5K followers, [----] engagements
"What a picture. something for this year's Christmas cards I am thinking. VLCC rates are rising: [------] $/day (37.100 yesterday) $DHT $FRO $ECO $INSW #shipping #tankers https://t.co/nOfFaZKTbL VLCC rates are rising: [------] $/day (37.100 yesterday) $DHT $FRO $ECO $INSW #shipping #tankers https://t.co/nOfFaZKTbL"
X Link 2025-02-18T19:14Z 24.5K followers, [----] engagements
"I am taking advantage of the sale today both in $OET & $ECO"
X Link 2025-02-20T17:45Z 24.5K followers, 14K engagements
"@sardinesforsale $KNT $VZLA $GGD $ECO / $OET $MKO.V $GOT.V $SEI.V in that order"
X Link 2025-02-20T18:04Z 24.5K followers, [----] engagements
"I had a chat with $GGD today. My third largest holding which I am so pleased with. Super experienced management and among the many things we talked about was NOT selling the company too cheap too early. Mining investing is mostly about choosing the right people. High conviction investment and I am a very material shareholder of this company as are close friends of mine. https://gogoldresources.com/ https://gogoldresources.com/ https://gogoldresources.com/ https://gogoldresources.com/"
X Link 2025-02-28T16:20Z 24.5K followers, [----] engagements
"There are not that many companies he can be talking about. But he is hardly alone looking at those. and a 30-40% premium with shares from First Majestic is not my favorite exit. $GGD $VZLA https://youtu.be/2Iqh0wf7wyUsi=ZWASCL2EzLMz6sjP&t=852 https://youtu.be/2Iqh0wf7wyUsi=ZWASCL2EzLMz6sjP&t=852"
X Link 2025-02-28T20:53Z 24.5K followers, [----] engagements
"$VZLA about $GGD & Mexico permit environment after [--] permits for new mines now having arrived. Recorded late February https://youtube.com/clip/UgkxYGKHh9ukoY_QFJwFWOKX7HL6gav0wD6xsi=hiX14l7v12-AhP2d https://youtube.com/clip/UgkxYGKHh9ukoY_QFJwFWOKX7HL6gav0wD6xsi=hiX14l7v12-AhP2d"
X Link 2025-03-05T19:08Z 24.5K followers, [----] engagements
"$ECO / $OET have 100% Korean/Japanese built ships vs $FRO that has 36% Chinese built. Source: @Shipping_VIE This can become increasingly important as extra costs look to be added on trades with one leg in the US. Okeanis it the premium large tanker company from all aspects"
X Link 2025-03-09T09:33Z 24.5K followers, 14.1K engagements
"I will talk to the $VZLA CEO and COO today and as you have noticed I have spent a lot of time refreshing everything Vizsla Silver lately. I own 2% of the company after having bought more most days lately. To me it is a fat pitch a high conviction investment. I love the de-risking they do while having the logical upside of 5x the coming years. On top of that comes any effect of (likely) rising silver prices. Wonderful setup imo"
X Link 2025-03-12T07:10Z 24.5K followers, 12.3K engagements
"This clip with Rick Rule is full of investment thoughts that are spot on how I think as well: Rick Rule is in general a person I would advice mining investors to listen too. As I see it he has a for the sector an unusual amount of integrity. https://youtube.com/clip/UgkxKHDVbbdxMBMCJk4_rE3uJBJ6YONx1xHwsi=uf_M7erw-rffoHgH https://youtube.com/clip/UgkxKHDVbbdxMBMCJk4_rE3uJBJ6YONx1xHwsi=uf_M7erw-rffoHgH"
X Link 2025-03-12T08:58Z 24.5K followers, [----] engagements
"$OET $ECO Okeanis Eco Tankers https://youtu.be/YMCoK8gqS5wsi=hMLnGgCbz6lDeJvh https://youtu.be/YMCoK8gqS5wsi=hMLnGgCbz6lDeJvh"
X Link 2025-03-14T18:43Z 24.6K followers, 35.3K engagements
"Most of use have for decades seen people warn about too high gov & household debt around the world and the potential consequences of that. It has always turned out to be wrong or at least too early. After years of dismissing and not wasting time listening to such people I find myself slowly beginning to listen and thinking we could be closer to the end of the road and at the beginning of some kind of a financial reset in regards to currencies and debts. My success as an investor was built on shipping but I am currently mostly invested in companies that produce precious metals. Great companies"
X Link 2025-03-16T14:17Z 24.5K followers, [----] engagements
"Everything I read about the new Mexican administration and mining seems to be moving in the right direction. When that is said with only this week left of Q1 and $GGD choosing to do that placement it seems likely the permit will take slightly longer than hoped. Still when looking at the overall Mexico permit picture I have even chosen to start to invest some money into companies with open pit plans. Again I don't see material permit clouds instead I see a market that has not yet taken Mexico out of the penalty box. Permits are being issued Gov's taking a bit more time than hoped well that is"
X Link 2025-03-26T07:50Z 24.5K followers, [----] engagements
"@AveCaesar511 Not really they are small holdings for now 1-2% and I am still learning about them. My highest convictions in the space are $VZLA and $KNT. And below that obviously well communicated names like $GGD $MKO $BOGO $GOT"
X Link 2025-03-26T09:32Z 24.5K followers, [----] engagements
"When choosing silver miners be aware of the term "silver equivalent" and make sure that any secondary metal planned to be produced is GOLD rather than especially lead and zinc. That is my strong view and contribute to why I own: $VZLA $GGD $SM.v In this world I think this is more important than ever before. That gold by-product provides the correct exposure and also lowers the risk of the investment. https://twitter.com/i/web/status/1906691227484844098 https://twitter.com/i/web/status/1906691227484844098"
X Link 2025-03-31T12:53Z 24.5K followers, [----] engagements
"Basically everything I own in these difficult markets are very well capitalized and continue to rapidly create value. People will sell what they can sell directly or through ETFs/funds days when general markets are weak. I am about zero YTD measured in a currency that is up about 10% vs the USD. And my companies deliver and are insanely cheap imo. As usual I do not do leverage. It looks good. I'm optimistic about [----] but key words are "market volatility" and "value creation""
X Link 2025-04-08T19:21Z 24.5K followers, [----] engagements
"@Sedss33321 My top [--] holdings are: [--]. $VZLA [--]. $KNT [--]. $GGD [--]. $ECO / $OET [--]. $MKO.v"
X Link 2025-04-09T21:40Z 24.5K followers, [----] engagements
"$VZLA $GGD $SM.v $DSV https://silverinstitute.org/silver-industrial-demand-reached-a-record-680-5-moz-in-2024/ https://silverinstitute.org/silver-industrial-demand-reached-a-record-680-5-moz-in-2024/"
X Link 2025-04-16T15:13Z 24.5K followers, [----] engagements
"I am 56y old since I was [--] I have provided risk capital to companies. I look for companies with outstanding managements and assets. I am not afraid to bet big when I think I have something that should make me at least 5x if it plays out as planned. I am lucky in that I am currently living in a very "target rich" time and I think I own seriously great companies at the start of a PM sector bull market after having spent the last [--] years having exceptional returns in a shipping bull market. Listening to this fairly unique and very high quality interview with Simon Cmrlec the highly qualified"
X Link 2025-04-18T08:32Z 24.5K followers, 14.8K engagements
"$MKO Guyana is a gamechanging project for Mako but before that we have other gamechangers ;-) Environmental Impact Statement (EIS) for submission to the Guyana Environmental Protection Agency (EPA). The Company is targeting H2 [----] for the submission of the EIS"
X Link 2025-04-21T11:44Z 24.5K followers, [----] engagements
"$GGD https://youtu.be/7L8gi4WbqPosi=oyNwGbNnwPJB18yS https://youtu.be/7L8gi4WbqPosi=oyNwGbNnwPJB18yS"
X Link 2025-04-24T11:15Z 24.5K followers, [----] engagements
"$VZLA $GGD $SM.V $DSV"
X Link 2025-05-01T12:59Z 24.5K followers, [----] engagements
"My largest (in SEK not in %) winners the last [--] months. If I combine the dual listings of VZLA it moves up to 3rd place. $MKO is special as it is the smallest holding of the [--] mentioned but still is the 2nd largest nominal winner for me. And all by itself is gradually taking a larger size in my portfolio as it delivers. I am very optimistic about the coming [--] months. The best gains for these companies should come as they have or coming closer to explosive growth. https://twitter.com/i/web/status/1920692674543448548 https://twitter.com/i/web/status/1920692674543448548"
X Link 2025-05-09T04:09Z 24.5K followers, [----] engagements
"Largest holdings currently: [--]. $VZLA [--]. $KNT [--]. $GGD [--]. $OET / $ECO [--]. $MKO.v [--]. $DSV [--]. $GOT [--]. Eolus Vind (Stockholm) [--]. $NCAU.v [--]. $BOGO.v [--]. $SM.v [--]. $SEI.v [--]. Stainless Tankers (Oslo) A bit of a sideways move the last year but part of that is the Swedish currency strengthening quite a bit vs most other currencies and my performance is in SEK. https://twitter.com/i/web/status/1923607947554230583 https://twitter.com/i/web/status/1923607947554230583"
X Link 2025-05-17T05:14Z 24.5K followers, 22.7K engagements
"https://youtu.be/JehdBW9vYrwsi=nchr93OUpQkD1eFC&t=758 https://youtu.be/JehdBW9vYrwsi=nchr93OUpQkD1eFC&t=758"
X Link 2025-05-24T05:36Z 24.5K followers, [----] engagements
"$VZLA will be the number one primary silver producer. They should not catapult some vastly inferior currently larger producer to success. Nice to see $GGD recognized as well. Hopefully we have some great drill results from them soon as well as the permit likely to set silver Mexico stocks on fire. https://twitter.com/i/web/status/1926152699474530334 https://twitter.com/i/web/status/1926152699474530334"
X Link 2025-05-24T05:46Z 24.5K followers, [----] engagements
"There is a good chance huge money will be made in high quality silver companies coming months and years. Companies like $VZLA $GGD $SM.v and $DSV are already performing very well. But. we are talking about much more than "performing well" as potential upside. While we wait I absolutely also love the combination with a high share of gold in the ore that these companies also have besides silver. Exciting times. https://www.youtube.com/watchv=vcZuhcTrMsg https://www.youtube.com/watchv=vcZuhcTrMsg"
X Link 2025-05-27T08:36Z 24.5K followers, 14.1K engagements
"Still way too cheap imo I managed to buy another [-----] shares at [----] CAD average today after the excellent report. Mako Mining Reports Q1 [----] Financial Results Including Record Mine Operating Cash Flow of US$19.9 million Adjusted EBITDA of US$16.1 million and EPS of US$0.12/share from [-----] oz Gold Sold at US$2915/oz Mako Mining Reports Q1 [----] Financial Results Including Record Mine Operating Cash Flow of US$19.9 million Adjusted EBITDA of US$16.1 million and EPS of US$0.12/share from [-----] oz Gold Sold at US$2915/oz"
X Link 2025-06-02T17:27Z 24.5K followers, 18.1K engagements
"I have followed Taseko ( $TKO $TGB ) for [--] years. I haven't owned it lately but I have been buying today based on this news: There isn't much talked about New Prosperity at the website and presentations nowadays but as I remember it it is an absolute world class gold-copper project. My speculation is that this fact will be "re-discovered" coming weeks. https://www.mining.com/deal-ends-decades-long-dispute-over-taseko-mine-in-b-c/ https://www.mining.com/deal-ends-decades-long-dispute-over-taseko-mine-in-b-c/ https://www.mining.com/deal-ends-decades-long-dispute-over-taseko-mine-in-b-c/"
X Link 2025-06-06T17:35Z 24.5K followers, [----] engagements
"I am not really sure if it will be a long or short investment but it is large enough to mention that I have taken a position in both BW LPG and Dorian LPG. I am also likely to trade as I hold (as usual) to make my entry cost as low as possible. Reason for entry is the situation in Iran and that the orderbook looks ok the coming [--] months. In short there is a chance we could have very strong earnings during that time. At the same time the risks doesn't seem massive. And I can't own only PM. https://twitter.com/i/web/status/1934870214283235630 https://twitter.com/i/web/status/1934870214283235630"
X Link 2025-06-17T07:06Z 24.5K followers, [----] engagements
"So easy to understand the solution to low prices is always low prices. It is only a matter of time when a massive price incentive is there. Solar will continue to power silver. $VZLA $GGD $SM.V BATTERIES ARE QUIETLY CARRYING THE GRID WHILE EVERYONE SLEEPS ON THEM Grid batteries in the U.S. are exploding in power: from under [--] GW in [----] to nearly [--] GW by [----]. In June Californias battery packs supplied 26% of evening demand more than gas plants. They charge up https://t.co/OU6PwrwRsN BATTERIES ARE QUIETLY CARRYING THE GRID WHILE EVERYONE SLEEPS ON THEM Grid batteries in the U.S. are"
X Link 2025-06-30T02:31Z 24.5K followers, [----] engagements
"$GGD https://youtu.be/dtRYPAnsfTwsi=wxB5lXFdn8GxFPMe https://youtu.be/dtRYPAnsfTwsi=wxB5lXFdn8GxFPMe"
X Link 2025-07-12T05:19Z 24.5K followers, [----] engagements
"2.5% of this amazing company is mine after recent large purchases at +5 cad. Mako throws off an amazing amount of cash annualized vs mcap and we have yet to include Moss and the Co diamond in Guyana. Imagine when these two get added. Slam dunk to own Mako Mining Announces Q2 [----] Production Results Generating Record Gold Revenue of US$38.1 million and an Increase in Cash of US$18.2 million Mako Mining Announces Q2 [----] Production Results Generating Record Gold Revenue of US$38.1 million and an Increase in Cash of US$18.2 million"
X Link 2025-07-14T11:56Z 24.5K followers, 18.3K engagements
"Great how $VZLA lets us get the different views & angles from the many mining superstars (yes they have several of them google the background of Dr Velador if you don't believe me) that work in the company get interviewed to be viewed by us on youtube. Excellent insight into Mexican silver-gold vein districts and our plan to find Project #2 from Dr. Jesus Velador Vizsla's VP of Exploration. Excellent insight into Mexican silver-gold vein districts and our plan to find Project #2 from Dr. Jesus Velador Vizsla's VP of Exploration"
X Link 2025-07-30T16:17Z 24.5K followers, [----] engagements
"Largest holdings at ATH y-day (+46% in SEK +60% in USD): [--]. K92 [--]. VZLA [--]. Mako [--]. OET/ECO [--]. GoGold The holdings below has too much of ongoing changes so I dont want to list more at this time. [------] % since start early [----] without leverage/options etc and it is after annual Swedish tax deducted. Annualizes around 40-50% which also is what I have accomplished the last year"
X Link 2025-08-08T07:23Z 24.5K followers, 23.2K engagements
"$OET $ECO Q2 Wow [--] cents EPS and [--] cent dividend. simply the best. Q3 numbers the seasonally weak quarter very good VLCC numbers which is the most important. Slightly weak Smax but with lots left to book. I have said it before this is a company I am sticking with. https://live.euronext.com/sites/default/files/company_press_releases/attachments_oslo/2025/08/12/652629_OET%20Q2%202025%20Results.pdf https://live.euronext.com/sites/default/files/company_press_releases/attachments_oslo/2025/08/12/652629_OET%20Q2%202025%20Results.pdf"
X Link 2025-08-13T06:04Z 24.5K followers, 11.4K engagements
"I increasingly look for relatively young hardworking people that are very successful and that I should invest with for years as they are likely to give my family 20-30 years of ever growing skills. I am thinking about people like: [--]. Aristidis [--]. Michael Konnert [--]. Akiba [--]. Hannisdahl (I plan to invest with him when I have free cashflow on my childrens behalf) [--]. Luke Alexander (likely if he delivers as I expect) Hopefully I can keep finding these people and hopefully I am allowed to keep investing with them"
X Link 2025-08-13T06:29Z 24.5K followers, 10.9K engagements
"Okeanis dividend track record (add Q2 [----] [--] cents obviously). I got basically all of this and initially trusted Aristidis to take my [--] usd per share and try to grow it to the best of his ability. It is fair to say that what he has achieved in a sometimes good sometimes tough markets over +5 years have been life changing for me. And really these kind of people usually only get better and better at what they do with time. And really the setup for tankers doesn't look worse now compared to back then. $OET $ECO increadibly enough still trades at a discount to NAV. Meaning you get the integrity"
X Link 2025-08-13T06:49Z 24.5K followers, [----] engagements
"Largest holdings: [--]. $VZLA [--]. $KNT [--]. $MKO.v [--]. $GGD [--]. $OET $ECO [--]. $CERT.v [--]. $SVM [--]. $GOT.v [--]. $NCAU.v [--]. $SM.v [--]. $NEXM.v [--]. $NEXG.v Largest change is that I have built a large position in that I have high hopes will do very well the coming year. https://www.cerradogold.com/ https://www.cerradogold.com/"
X Link 2025-09-16T03:03Z 24.5K followers, 28K engagements
"Not on the top [--] but still holding includes Sintana Borealis and Taseko"
X Link 2025-09-16T03:06Z 24.6K followers, [----] engagements
"Since I started this account early [----] (soon 20y) I am now up over 200k %. No leverage no options and after annual Swedish taxation. [----] has been a great year so far. Besides the 65% the SEK has also gained over 15% vs the USD. Multi year PM bull market ongoing imo"
X Link 2025-09-16T03:15Z 24.5K followers, [----] engagements
"$MKO.v Complicated as usual. Remember though it comes from the smartest people in mining hence I suspect the first hours/day of trading before investors fully understand this deal will likely be great buying opportunities in hindsight. https://www.accessnewswire.com/newsroom/en/metals-and-mining/mako-mining-announces-proposed-acquisition-of-the-permitted-mt.-hamilton-gold-sil-1079902 https://www.accessnewswire.com/newsroom/en/metals-and-mining/mako-mining-announces-proposed-acquisition-of-the-permitted-mt.-hamilton-gold-sil-1079902"
X Link 2025-09-30T12:53Z 24.5K followers, [----] engagements
"GoGold Silver $GGD https://www.youtube.com/live/ysyjZNGyEX0si=ZzkGuVZniugfwqPz&t=3511 https://www.youtube.com/live/ysyjZNGyEX0si=ZzkGuVZniugfwqPz&t=3511"
X Link 2025-10-09T15:09Z 24.5K followers, [----] engagements
"I was a mining investor from 2007-2015. Between [----] and [----] was not fun. Between [----] - [----] I had amazing success in shipping. Late [----] I returned to mining. I think and often tell friends that those that stayed with mining including technical analysts 2011-2023 that they were to some extent "damaged" by the experience. All humans are shaped by their near term experiences and expects history to repeat a bias. Some TA analysts try to compensate by looking at longer charts but I doubt they manage to get rid of the fear. The results are comments & fears we saw Friday last week and this"
X Link 2025-10-20T10:49Z 24.5K followers, 22.4K engagements
"$ECO $OET remains a key company in my portfolio. The highest quality management in shipping and the most interesting subsector imo"
X Link 2025-10-21T05:02Z 24.5K followers, 14.2K engagements
"I intend to be a shipping investor as long as I invest. as it is underfollowed and hence easier to make great returns. Which VIE consistently does. I intend to be a VIE member as long as I invest as well. There is no better place than VIE when it comes to learning about shipping. But there is also an interesting more general chat with lots of investors I have great respect for and learn from. Very much recommended if you have the portfolio size to afford it. Exciting times in #shipping: -Ripping #tanker rates 🚀 -Phenomenal #drybulk setup 🧐 -Port fees eliminated 🎉 -US/China deal soon 🤔"
X Link 2025-10-31T05:56Z 24.5K followers, 20.4K engagements
"As I see it we are in a typical volatile shake out process in a longer bull market. It always happens and it is difficult to know when it starts and when it ends. Personally I have a very strong conviction in my holdings I have had a fantastic [----] and I do not use leverage. In other words I hold and do small trading adjustments as some stocks become more oversold than others. I also often "take days off from the market" and/or simply spend time doing more research on existing and potentially new companies"
X Link 2025-11-06T07:58Z 24.5K followers, [----] engagements
"https://www.accessnewswire.com/newsroom/en/metals-and-mining/silver-tiger-announces-receipt-of-all-required-approvals-to-construct-the-el-tigr-1098426 https://www.accessnewswire.com/newsroom/en/metals-and-mining/silver-tiger-announces-receipt-of-all-required-approvals-to-construct-the-el-tigr-1098426"
X Link 2025-11-07T21:05Z 24.5K followers, [----] engagements
"So many people doubted we would get Mexico mining permits which has caused the best silver projects in the world to trade on the cheap. Well now the permits are flowing. $GGD $VZLA $APGO.v $SM.v"
X Link 2025-11-07T21:25Z 24.5K followers, [----] engagements
"@AkibaLeisman @larrybird19701 There was a decent sized seller in the market recently. I managed to get 177k shares"
X Link 2025-11-07T21:43Z 24.5K followers, [---] engagements
"This is the key $VZLA slide to focus on now. For my shipping readers any of the large "silver" producers would gladly grab VZLA at 2x NAV because they all have inferior silver assets. It would be like a company with a [----] non eco fleet would be able to buy Okeanis at below their own valuation. It raises the quality of the new combined company. Obviously VZLA does not want that at least for now. https://twitter.com/i/web/status/1988581848704766392 https://twitter.com/i/web/status/1988581848704766392"
X Link 2025-11-12T12:17Z 24.5K followers, 10.2K engagements
"I simply love the quality of the companies in my portfolio. Okeanis beat even my expectations in Q3 and Q4 looks amazing. Investing is fun once one start to find these higher quality managements and can build that perfect portfolio. $OET $ECO is shared nr [--] size with Mako in my portfolio https://seekingalpha.com/pr/20305149-okeanis-eco-tankers-corp-unaudited-condensed-financial-statements-for-the-third-quarter-and https://seekingalpha.com/pr/20305149-okeanis-eco-tankers-corp-unaudited-condensed-financial-statements-for-the-third-quarter-and"
X Link 2025-11-12T21:33Z 24.6K followers, [----] engagements
"75 cents div for the seasonally weakest Q3 is fantastic and we are about to see lift off in Q4"
X Link 2025-11-12T21:36Z 24.6K followers, [----] engagements
"Today we are learnining the word: CRUSHING Todays lesson is sponsored by $OET $ECO"
X Link 2025-11-13T07:54Z 24.6K followers, [----] engagements
"Let me guess. Crushing it $OET $ECO https://www.tradewindsnews.com/tankers/okeanis-eco-tankers-buys-back-last-two-vlccs-as-profit-crushes-expectations/2-1-1900200 https://www.tradewindsnews.com/tankers/okeanis-eco-tankers-buys-back-last-two-vlccs-as-profit-crushes-expectations/2-1-1900200"
X Link 2025-11-13T08:15Z 24.6K followers, [----] engagements
"For years during the last president Mexico silver developers got a discount vs companies in other countries. That just changed with the permit of Silver Tiger. It was not a surprise to us but the general market probably has a long way to price back to normal. $VZLA is the worlds best silver project at a time when it is likely that silver is The most interesting asset. This is about to get extremely fun imo. And yes not only top notch asset also that precious rare commodity best in class management on all levels. I don't fly First Class on planes but I do fly first class with my"
X Link 2025-11-13T08:31Z 24.5K followers, [----] engagements
"ABG Sundal trying to differentiate. but not really succeeding. $OET $ECO"
X Link 2025-11-13T08:54Z 24.6K followers, [----] engagements
"Largest current holdings: [--]. $VZLA [--]. $KNT [--]. $MKO.v [--]. $ECO/ $OET [--]. $GGD [--]. $PGLD.v [--]. $CERT.v [--]. $NEXG.v [--]. $NCAU.v [--]. $SM.v [--]. $GOT.v [--]. $NEXM.v [--]. $APGO.v The year is coming to an end. +97% measured in a currency up 15% against the USD is great. I don't know if [----] can match that but I do know that logically this much more than [----] is the year when my companies really should re-rate up due to individual fundamentals like the Lassonde curve and more. https://twitter.com/i/web/status/1996799638481822013 https://twitter.com/i/web/status/1996799638481822013"
X Link 2025-12-05T04:31Z 24.5K followers, 51.4K engagements
"I try to watch the interviews with Russel Napier that become available and yes this is the investment landscape that I think we are in and entering. And yes I am quite busy preparing. And no the key message in the video is not about AI. https://www.youtube.com/watchv=QEjFB_yQKpA https://www.youtube.com/watchv=QEjFB_yQKpA"
X Link 2025-12-05T06:51Z 24.5K followers, 35.9K engagements
"Very good interview by Brad from $GGD I love when I come away from listening with a feeling that I do not own enough shares. This is getting very close to +50% re-rating on permits and build start imo. I especially loved the part about Gov knocking at doors checking how locals feel about the project. https://www.youtube.com/watchv=GzUOGg79tIs&t https://www.youtube.com/watchv=GzUOGg79tIs&t https://www.youtube.com/watchv=GzUOGg79tIs&t https://www.youtube.com/watchv=GzUOGg79tIs&t"
X Link 2025-12-24T06:56Z 24.5K followers, 13.3K engagements
"$KNT is not a deposit it is an army of monster deposits. For some reasons the management feels limited by regulators discussing the true outlook beyond the Stage [--] expansion and what it means very soon when they have "unlimited cashflow" to finance what I suspect will be various Stage [--] - [--] monster gold and copper deposits. One of those monsters actually already has a mill ready to use (the old mill now replaced by the new Stage 3-4 one). Likely a continued key holding for me until they are taken out. Something I am a bit worried will happen too soon as they are less than promotional about"
X Link 2025-12-26T13:24Z 24.6K followers, 11.8K engagements
"@AirHelp_SE testade er tjnst med rende [-------] efter att mina barn blev avvisade frn sin bokning p ett Lufthansa plan och flyttade till ett Thai Airways [--] timmar senare. Tjnsten verkar inte fatta att de inte kom p planet. Ngot ni vill ta tag i Eller inte s stor ide med snt hr https://twitter.com/i/web/status/2011118365901762799 https://twitter.com/i/web/status/2011118365901762799"
X Link 2026-01-13T16:49Z 24.6K followers, [----] engagements
"$CERT.v is a key holding of mine and I am a substantial shareholder in the company. [----] should be extremely interesting. https://www.cerradogold.com/images/pdf/Presentations/2025/Cerrado_Gold_Corporate_Presentation_-_January_2026.pdf https://www.cerradogold.com/news-media/news-2026/cerrado-gold-announces-conclusion-of-gold-hedging-program-at2026-01-19-030501 https://www.cerradogold.com/images/pdf/Presentations/2025/Cerrado_Gold_Corporate_Presentation_-_January_2026.pdf"
X Link 2026-01-19T12:49Z 24.5K followers, 12.2K engagements
"How it used to be: "Q1 [----] mines sales percentages: copper 37% zinc 17% gold 20% silver 14% nickel 6% lead 4% other 2%" Start of [----] [--] year ago this was the situation: Gold: $2624 per ounce (USD). Silver: $28.9 per ounce (USD). Copper was about [----] per pound"
X Link 2026-01-21T12:19Z 24.5K followers, [----] engagements
"Gold Copper Silver Nevada Very experienced management well financed and still increadibly cheap. Key holding that should do very well [----]. $PGLD.v Founder & CEO Joe Ovsenek presents at the Metals Investor Forum $PGLDF $PGLD.V @P2_Gold #nevada #gold #copper YouTube: https://t.co/JzxM8GpuH4 Founder & CEO Joe Ovsenek presents at the Metals Investor Forum $PGLDF $PGLD.V @P2_Gold #nevada #gold #copper YouTube: https://t.co/JzxM8GpuH4"
X Link 2026-01-25T18:40Z 24.5K followers, 18K engagements
"Using GROK to check what P/E would have been for First Majestic $AG if using [---] usd silver and [----] usd gold [----] annualizing the 9m numbers. Answer P/E [--]. Doing the same adjusting the expected P/E for $VZLA the first full year of production (BFS) if we have 100+5000. Answer P/E [---] Between that and now is permit mill construction and startup. An indication of the upside. Worth remembering that VZLA Panuco is more of a tier A mine than First Majestics assets. Lower expected cost longer minelife larger mine etc. https://twitter.com/i/web/status/2015544868630892743"
X Link 2026-01-25T21:58Z 24.5K followers, 27.6K engagements
"Well we are moving towards 220k ounces (without need to finance) of gold run rate [----]. MCAP [---] mcad. Great interview with @kereport as always. A clear favorite among podcasts. Only thing missing was pushing Akiba a bit on what more acquisitions are in the pipeline. $mko.v New interview with @kereport We talk about operations our new Moss resource construction activities at Mt Hamilton permitting in and this weeks 🎸 lesson where I learn Avril Lavigne Complexity Leads to Simplicity https://t.co/rPlHJKhMgC via @YouTube $mko.v New interview with @kereport We talk about operations our new Moss"
X Link 2026-01-28T19:48Z 24.5K followers, 14.5K engagements
"If you haven't yet listened to the $FRO call you obviously should. https://www.frontlineplc.cy/fro-investor-presentation-fully-funded-acquisition-of-24-modern-vlccs-from-euronav-nv/ https://www.frontlineplc.cy/fro-investor-presentation-fully-funded-acquisition-of-24-modern-vlccs-from-euronav-nv/"
X Link 2023-10-15T14:26Z 24.6K followers, [----] engagements
"I recommend comparing the gold&copper grades first [--] years (of 15y) in the recent PEA of $PGLD in the picture below vs the intercepts in yesterdays pressrelease. We could be looking at both a larger project and/or higher grade first years say 2-5 which massively would impact already incredible NPV5%-10% numbers (compare to mcap). A bit mind boggling how much this company could re-rate [----] in a continued hot market. https://www.p2gold.com/_resources/presentations/corporate-presentation.pdfv=121705"
X Link 2025-12-17T05:51Z 24.6K followers, [----] engagements
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/creator/twitter::OriginalBraila