#  @inigoezponda inigoezponda inigoezponda posts on X about $claax, gold, market cap, $svm the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1380839672381894656/interactions)  ### Mentions: [--] [#](/creator/twitter::1380839672381894656/posts_active)  ### Followers: [-----] [#](/creator/twitter::1380839672381894656/followers)  ### CreatorRank: [-------] [#](/creator/twitter::1380839672381894656/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [exchanges](/list/exchanges) **Social topic influence** [$claax](/topic/$claax) #2, [gold](/topic/gold), [market cap](/topic/market-cap) #553, [$svm](/topic/$svm), [in the](/topic/in-the), [copper](/topic/copper) #1206, [$btg](/topic/$btg), [$wrn](/topic/$wrn) #2, [the project](/topic/the-project), [stocks](/topic/stocks) #4825 **Top accounts mentioned or mentioned by** [@milinkoeterno](/creator/undefined) [@markikn](/creator/undefined) [@valarian11](/creator/undefined) [@silversanta](/creator/undefined) [@dondurrett](/creator/undefined) [@henrik115](/creator/undefined) [@spreadbet](/creator/undefined) [@elmervo88](/creator/undefined) [@vincentschulich](/creator/undefined) [@grtmarc](/creator/undefined) [@jonerlichman](/creator/undefined) [@recouso](/creator/undefined) [@specpunter](/creator/undefined) [@thewealthminer](/creator/undefined) [@wisdomofjustice](/creator/undefined) [@lovemesexy8](/creator/undefined) [@stefanpiruk](/creator/undefined) [@korvhandlarn](/creator/undefined) [@fibsixone8](/creator/undefined) [@refinedman2](/creator/undefined) **Top assets mentioned** [Bitcoin Gold (BTG)](/topic/$btg) [Aris Water Solutions, Inc. (ARIS)](/topic/$aris) [Bitcoin (BTC)](/topic/bitcoin) [Allied Gold Corporation (AAUC)](/topic/$aauc) [John Hancock Financial Opportunities Fund (BTO)](/topic/$bto) ### Top Social Posts Top posts by engagements in the last [--] hours "@adrig_iv $chng esta para meterle ya yo creo y una microcap con potencial @goodempire_" [X Link](https://x.com/inigoezponda/status/1740343561697006046) 2023-12-28T12:06Z [--] followers, [--] engagements "Buenos resultados trimestrales de orezone parece que la produccin est aumentando y se van a cumplir las estimaciones. A estos precios del oro van a generar muchsimo FCF. Que opinas @ConquistaStonks" [X Link](https://x.com/inigoezponda/status/1778423812914286748) 2024-04-11T14:04Z [--] followers, [--] engagements "@HMohedano_ @Gsnchez Pero lo han metido en el cfa level [--] Por lo que he leido es a partir del level [--] no O estoy confundido" [X Link](https://x.com/inigoezponda/status/1795356914358051003) 2024-05-28T07:30Z [---] followers, [--] engagements "@Mark_IKN I agree at all with you but it is still cheap mark or no I believe yes if they keep creating FCF in Mali without problems and they succeed in the ramp ups of the new mines in the near future I think is pretty cheap (although the clear obvious negative q2 results)" [X Link](https://x.com/inigoezponda/status/1821993919057436978) 2024-08-09T19:36Z [---] followers, [---] engagements "@Mark_IKN I know you probably dont care just i was explaining the point that B2gold is still trading at low multiple valuations because of mali and that the updates in namibia and filipinas are quite good. Some good investors are very into B2gold" [X Link](https://x.com/inigoezponda/status/1822004484530184454) 2024-08-09T20:18Z [---] followers, [---] engagements "@DonDurrett thoughts on b2gold Managment decisions are frustating $BTG" [X Link](https://x.com/inigoezponda/status/1882186257855627487) 2025-01-22T21:59Z [---] followers, [---] engagements "@inkulhelt @DonDurrett Usd" [X Link](https://x.com/inigoezponda/status/1909574836961104328) 2025-04-08T11:51Z [---] followers, [--] engagements "@Valarian11 after lumina and cerrado (both i invested) i dont find any clears companies undervalued as much as them and being juniors/small caps do you know other ones now im invested in b2gold and adriatic mainly" [X Link](https://x.com/inigoezponda/status/1921866538975383845) 2025-05-12T09:54Z [---] followers, [---] engagements "@Milinkoeterno @ElmerVO88 @korvhandlarn @DonDurrett I take it for sure taking into account risk is very good stock. But i prefer others for instance fresnillo. Same or better quality and lower multiples" [X Link](https://x.com/inigoezponda/status/1923120812564910446) 2025-05-15T20:58Z [---] followers, [--] engagements "@ElmerVO88 @Milinkoeterno @korvhandlarn @DonDurrett Yes there are cheaper ones and for my investor profile i prefer those. But i mean for very big patrimonies fresnillo is not that bad because it has a very good risk reward profile" [X Link](https://x.com/inigoezponda/status/1923125756940431372) 2025-05-15T21:18Z [---] followers, [--] engagements "@DonDurrett What do you think about Gold Royalty Corp Lot of expansion for the next years but is expensive in my opinion. And I dont like management earning huge salaries when they are lossing money $GROY" [X Link](https://x.com/inigoezponda/status/1924466294734168571) 2025-05-19T14:04Z [---] followers, [---] engagements "@blindpig_1966 hi i saw you sold b2gold and you are specialized in geopolitics what are you seeing so danger in west africa thanks in advance i have a very big position in my mother portfolio in b2. Is my brother favourite stock but too risky for me. thanks in advance:)" [X Link](https://x.com/inigoezponda/status/1926759023119905074) 2025-05-25T21:55Z [---] followers, [--] engagements "@ElmerVO88 totally agree before the acquisition and fresnillo price then i prefered fresnillo for a lot. But now Pan American Silver is way cheaper than fresnillo" [X Link](https://x.com/inigoezponda/status/1927795230356496823) 2025-05-28T18:32Z [---] followers, [---] engagements "@ElmerVO88 What are your thougths about New equinox Is doing shitty numbers but is pretty cheap compared to peers. And problems are very stational not really sistematic" [X Link](https://x.com/inigoezponda/status/1927804464385171585) 2025-05-28T19:09Z [---] followers, [---] engagements "@SargentoHighwa4 Aris Mining es mejor que West African Resources en risk reward (en mi opinion). chale un ojo si no la has checkeado" [X Link](https://x.com/inigoezponda/status/1938577585312813337) 2025-06-27T12:38Z [---] followers, [--] engagements "@Valarian11 Bought at 1.35usd. Too cheap. Waiting for environmental submission and permission but if Mitsubishi has bought 5% the recent months if because the prob. of the ESE is very high" [X Link](https://x.com/inigoezponda/status/1947404237656494417) 2025-07-21T21:12Z [---] followers, [---] engagements "@Wildstylez_ned Come on Would fit perfect for me for start investing im young" [X Link](https://x.com/inigoezponda/status/1947792168841523474) 2025-07-22T22:53Z [---] followers, [--] engagements "@TheWealthMiner Good morning how you see Blackrock A2 Gold fund I have a big position for my parents on it with 90% profit. But I believe the risk/reward ratio now is worsen and is the moment to reduce the position but my brother no. I would appreciate your feedback if you want to share:)" [X Link](https://x.com/inigoezponda/status/1948352856534172043) 2025-07-24T12:01Z [---] followers, [--] engagements "@FibSixOne8 I think the same. You cannot value accurately miners in just one graph. Its just funny that he keeps doing that linear OLS for that. I dont know why he keeps on thinking thats the way. A good investor knows to admit errors and he should do it" [X Link](https://x.com/inigoezponda/status/1949945401936924985) 2025-07-28T21:29Z [---] followers, [---] engagements "@TheWealthMiner Yes that one. Because in spain you can move from one fund to another without paying taxes for capital gains because is a transfer to another fund. However with ETFs it doesnt work you have to pay taxes for transfers. Thanks for your answer maybe is time to reduce exposition" [X Link](https://x.com/inigoezponda/status/1950333364839334220) 2025-07-29T23:11Z [---] followers, [--] engagements "@Mark_IKN Im on the boat. Very cheap. Btw how are your feelings now about b2gold mark For me yesterday news and their financial and growth profile for this year makes b2gold attractive. Seems to be ocurring an inflection point for the stock in my opinion" [X Link](https://x.com/inigoezponda/status/1951331868168581506) 2025-08-01T17:19Z [---] followers, [---] engagements "@Mark_IKN B2gold could be" [X Link](https://x.com/inigoezponda/status/1952792217703076103) 2025-08-05T18:02Z [---] followers, [---] engagements "@Mark_IKN For me the key differentiation factor stills be Cerro de Oro. If gets permitted=Minera lamos undervalued. If not=Underperform the sector. Did you ask about the permit process in that mine How secure they were about it on the call" [X Link](https://x.com/inigoezponda/status/1953546922486124737) 2025-08-07T20:00Z [---] followers, [----] engagements "First development project: Lagoa Salgado. In Portugal a polymetalic project that enters into production in H2 [----]. Initial capex=106 mill. (FS) ✅ Production 45k ounces equ. of gold ✅ NPV at current prices would be around 300mill. ✅ 8/17" [X Link](https://x.com/inigoezponda/status/1962198287907254735) 2025-08-31T16:58Z [---] followers, [---] engagements "How they are going to finance initial capex They have support from banks and UK Export Agency for 70% of the project. Rest can be equity/ operating cash flow from argentina(i hope) I believe they are able to fund with cash flows from argentina with no dilluation. ✅ 9/17" [X Link](https://x.com/inigoezponda/status/1962198290763563441) 2025-08-31T16:58Z [---] followers, [---] engagements "So all the NPVS at current prices would be= 273+ 300mill. (approx from lagoa salgada)+16bill. from Mont Sorcier=23 bill. P/NAV=118/2300=005x Even without taking into account the production profile that is a KEY factor could be cheap only as a developer. ✅ 11/17" [X Link](https://x.com/inigoezponda/status/1962198296350330927) 2025-08-31T16:58Z [---] followers, [---] engagements "Okey so potential production is 328k gold ounces in [----] for a company trading at 118mill not bad 12/17" [X Link](https://x.com/inigoezponda/status/1962198298296549657) 2025-08-31T16:58Z [---] followers, [---] engagements "So where is the problem In management Their objectives are the same as the shareholders ones Management has around 12% of the company✅ CEO is very positioned in the stock ✅ 14/17" [X Link](https://x.com/inigoezponda/status/1962198304290173118) 2025-08-31T16:58Z [---] followers, [---] engagements "Also in catalists is important to note the potential increase in reserves in argentina" [X Link](https://x.com/inigoezponda/status/1962210289081803120) 2025-08-31T17:46Z [---] followers, [---] engagements "@Refinedman2 I mean the FCF itself is gonna be 0.But they generate crazy operating cash flow.But all cash is reinvested into the [--] development projects and paying debt. Thats one of the downsides. However is cheap.For instance B2gold hasnt generated FCF on the last [--] years due to investing" [X Link](https://x.com/inigoezponda/status/1962571833619738728) 2025-09-01T17:42Z [---] followers, [---] engagements "@Refinedman2 But IMO you shouldnt buy this with a FCF multiple. You have to value the assets and see how is going to be Cerrado in [--] months with a lot cleaner balance sheet probable [--] years increase in mine life of argentina [--] feasibilities studies on track for q1 26" [X Link](https://x.com/inigoezponda/status/1962573861657915552) 2025-09-01T17:50Z [---] followers, [--] engagements "@Mark_IKN Hi Mark I think b2gold is more or less at fair value you think im correct And i have seen Allied Gold very cheap in some metrics recently you think it can generate some alpha Gracias de antemano agradezco tu opinin si te apetece compartirla:)" [X Link](https://x.com/inigoezponda/status/1967549046941532615) 2025-09-15T11:20Z [---] followers, [---] engagements "@daytr_1 although they dont have the best assets the mispricing was absurd. And make no sense the market cap for the [--] production. Add to this a very good technical setup. and the party starts" [X Link](https://x.com/inigoezponda/status/1975212143797838098) 2025-10-06T14:50Z [---] followers, [--] engagements "Technical report from Bolivia. Gold is here at [----] per oz. If we use today price we put a bit of inflacin in costs can give us around [---] mill. In FCF per year. Only Bolivia. Later add sable production in Spain. Crazy cheap although Bolivia only [--] yr. $orv.to" [X Link](https://x.com/inigoezponda/status/1975260126815920329) 2025-10-06T18:01Z [---] followers, [---] engagements "@Henrik115 True. Taguas seems very promising. For that and with the cash we need to drill as fast as possible and advance the project in the fastest way. We have the cash to pay for everything in [--] year instead of dividing in [--] years" [X Link](https://x.com/inigoezponda/status/1975304926126612687) 2025-10-06T20:59Z [---] followers, [--] engagements "@Valarian11 Hi Valarian. How do you see Silvercorp I believe is pretty cheap for the quality of the company and the growth projects. If they buy out New Pacific Metals they might be trading at almost [--] billion dollars imho. $SVM" [X Link](https://x.com/inigoezponda/status/1975849897992835436) 2025-10-08T09:04Z [---] followers, [---] engagements "@Valarian11 True I believe is one (or even the best) option for "conservative" positions in silver. There are not cheaper than this" [X Link](https://x.com/inigoezponda/status/1975854994747457655) 2025-10-08T09:25Z [---] followers, [--] engagements "@Valarian11 Not joke I think you are one the best investors in mining world of X from my point of view. Your way of valuing stocks is one of the most objectives ones. Thanks for your work" [X Link](https://x.com/inigoezponda/status/1975928880080036220) 2025-10-08T14:18Z [---] followers, [--] engagements "I am gonna start to be more online on X. Silvercorp $SVM is the cheapest mid tier silver producer. I have load a lot of shares for my family account. Too cheap and they acquire New Pacific. Incredible history just need momentum this is gonna change fast in my opinion" [X Link](https://x.com/inigoezponda/status/1975929662577754454) 2025-10-08T14:21Z [---] followers, [---] engagements "@Vincentschulich @GrtMarc @Silver__Santa @Milinkoeterno @Henrik115 @WisdomOfJustice But you are forgetting metallurgy and more things. Argentina would be a very profitable mine. Orovalle mine is quality. They had some problems on it but not few resources for this market cap. And Bolivia is the low quality one but profitable. Maybe they expand 2/3 years more" [X Link](https://x.com/inigoezponda/status/1975942294101508304) 2025-10-08T15:12Z [---] followers, [--] engagements "@Vincentschulich @Milinkoeterno @GrtMarc @Silver__Santa @Henrik115 @WisdomOfJustice False. They make good money in Orovalle. What are you saying Always you have to see the things in relative terms in relation with the market cap EV and so on. You are forgeting that. Maybe they generate at this price [--] mill. FCF at orovalle level mine for a [---] mill. company" [X Link](https://x.com/inigoezponda/status/1975951782401753235) 2025-10-08T15:49Z [---] followers, [--] engagements "@_Yux__ @Mark_IKN True. In the short term could be more atractive but is a very good risk/reward position in the medium term and I like copper and precious metals. Interesting story" [X Link](https://x.com/inigoezponda/status/1977745687606341713) 2025-10-13T14:38Z [---] followers, [--] engagements "Copper was the place to be also. Some people have forgotten of it. I am invested on $WRN with an interesting stake there since the price was in 12$. CHART OF THE DAY: Copper prices rise to an all-time high (above $11500 per metric ton) driven by multiple supply disruptions and a rush to shift copper into the US due to tariffs depleting supply from the rest of the world https://t.co/4EOgiCMMgW CHART OF THE DAY: Copper prices rise to an all-time high (above $11500 per metric ton) driven by multiple supply disruptions and a rush to shift copper into the US due to tariffs depleting supply from" [X Link](https://x.com/inigoezponda/status/1996510109602926682) 2025-12-04T09:21Z [---] followers, [---] engagements "@NotoriousBaggie i am thinking in moving it to b2gold now is incredibliy cheap but lumina gold still very very cheap for this market cap so i probably mantain it" [X Link](https://x.com/inigoezponda/status/1889751549523472405) 2025-02-12T19:00Z [---] followers, [---] engagements "If there have been good moments to buy $BTG now is the best with the expected FCF of THIS year b2gold is trading at [---] fcf multiples incredible. I repeat this year you dont have to wait. Even without mali b2gold is trading cheaper than its peers. Buy $btg calls now" [X Link](https://x.com/inigoezponda/status/1890386958037176667) 2025-02-14T13:05Z [---] followers, [---] engagements "Of course we have the huge prepaid gold expenses this year that was a very bad decision from managment team but price still very very cheap although that" [X Link](https://x.com/inigoezponda/status/1890435375463608430) 2025-02-14T16:18Z [---] followers, [--] engagements "Supposse price of gold still around [----] or so with a conservative FCF margin of 1000$ per oz. In [----] they are going to produce [--] million ounces (or even more). 1200000*1000$margin=1.2billion$ of FCF in [----]. Market cap=3.4 billion and 300m. cash EV/FCF=3.1/1.2=2.58 multiple" [X Link](https://x.com/inigoezponda/status/1890437292830962075) 2025-02-14T16:25Z [---] followers, [--] engagements "@TheChabinator @DonDurrett but they are losing money due to the foreign fx rate or what" [X Link](https://x.com/inigoezponda/status/1894538629780836812) 2025-02-26T00:03Z [---] followers, [--] engagements "When people are going to wake up and see how cheap is Cerrado Gold FCF of [--] million at current prices. [--] years of life(are gonna get extended+2 incredible projects. One with low capex open pit it gonna get constructed75mill ebitda from [----]. Market cap is 24mill. $cert.v" [X Link](https://x.com/inigoezponda/status/1899411870160675063) 2025-03-11T10:47Z [---] followers, [---] engagements "@croninpd totally correct paul. i am convincing my father to amplify the position in adriatic metals. too cheap i dont understand investors. also going to buy fresnillo and a bit of b2gold. i hope everything is going good for you aside to adriatic" [X Link](https://x.com/inigoezponda/status/1908994372621758537) 2025-04-06T21:25Z [---] followers, [----] engagements "B2gold is another incredible firm to buy. FCF ratio for [----] around 3x. No debt. [---] cash. Good managment focus on shareholders. If they are able to operate Mali a few years more the FCF generated from that would improve masively the B/S the stock would fly @DonDurrett" [X Link](https://x.com/inigoezponda/status/1909496402859966924) 2025-04-08T06:39Z [---] followers, [---] engagements "Starting to follow equinox. too fucking cheap. I know is having problems but how is when you have to buy. 42bill. market cap. Around 3x EV/FCFE2027. So the problem is in resources country or management NO and NO.22mill.oz tier1 jurisdictions and 70% institutional @DonDurrett" [X Link](https://x.com/inigoezponda/status/1927102270694408517) 2025-05-26T20:39Z [---] followers, [--] engagements "Why Equinox Gold is too cheapPast huge diluation. Turnaround pointYES.Equinox will be generating around 15bill of FCF in [----]. EV(new equinox)/FCF2027=47x This is a senior producer with 54% of production in Canada where is the premium When they reduce debt slowly this fly" [X Link](https://x.com/inigoezponda/status/1930529348760535178) 2025-06-05T07:37Z [---] followers, [---] engagements "@YellowLabLife You dont think the discount to WRN is due to be in earlier stages (PEA vs FS). And also if I am not wrong the NPV of $WRN is higher than in the surge slide. Willing to hear your thoughts and feedback:) I learn a lot from your posts" [X Link](https://x.com/inigoezponda/status/1950492702555955221) 2025-07-30T09:44Z [---] followers, [---] engagements "Okey so lets take a lot dipper into Cerrado Gold ✅ $cert.v $cert Lets start the 🧵 1/17" [X Link](https://x.com/inigoezponda/status/1962198267648749891) 2025-08-31T16:58Z [---] followers, [----] engagements "@Valarian11 True I bought at 6$ Aris. And now Allied is the cheapest one by far. I wanted to buy calls but I believe they dont have" [X Link](https://x.com/inigoezponda/status/1964405010143567888) 2025-09-06T19:07Z [---] followers, [---] engagements "@Vincentschulich @Milinkoeterno @GrtMarc @Silver__Santa @Henrik115 @WisdomOfJustice It doesnt matter i dont gonna loss more time. If you dont know to put things into context is your problem. Have a nice day" [X Link](https://x.com/inigoezponda/status/1975956470337605835) 2025-10-08T16:08Z [---] followers, [--] engagements "$orv.to is still a nosense stock if they meet guidance. Appart from a lot of gold and copper they produce almost 1mill. Silver ounces. And you have trading at similar market cap silver storm producing [--] mill. Ag equivalent. In orvana you get 1/3 of it for "free" extra" [X Link](https://x.com/inigoezponda/status/1976652236114755666) 2025-10-10T14:13Z [---] followers, [---] engagements "@Henrik115 @Amstal2 True. Thats why I prefer Silvercorp. Take a look into it" [X Link](https://x.com/inigoezponda/status/1980741651564822565) 2025-10-21T21:03Z [---] followers, [---] engagements "@Henrik115 @Amstal2 I started cheking it [--] month ago. Already bought a lot for my family. [--] mill oz equ. Of silver at [--] AISC Very low operating expenses [---] mill. Reserves silver in china [--] very good development assets on ecuador Good management Potential CHEAP M&A EV 1bill. Usd" [X Link](https://x.com/inigoezponda/status/1980743532798189866) 2025-10-21T21:10Z [---] followers, [---] engagements "What a beauty waking up and watching argentinian news Lets go Milei lets wake up all the Hispanic world. Spain and South America we are brothers and I want their success. Their potential is massive" [X Link](https://x.com/inigoezponda/status/1982694945757843764) 2025-10-27T06:24Z [---] followers, [--] engagements "Aris Mining is a gold miner with [--] mines. [--] mines producing and [--] developing in Colombia [--] mine developing in Guyana VERY LONG LIFE MINES The company in terms of P/NAV is very CHEAP but in cash flow terms 2/10" [X Link](https://x.com/inigoezponda/status/1983599195954278881) 2025-10-29T18:17Z [---] followers, [---] engagements "Soto Norte Mine: This mine would be incredible to build it. However the government of Colombia make the zone protected for [--] year more and they have to wait for potential permits. They have 51% of it BUT WATCH the picture the numbers ARE CRAZY REMEMBER THE MARKET CAP 7/10" [X Link](https://x.com/inigoezponda/status/1983599219756954026) 2025-10-29T18:18Z [---] followers, [--] engagements "Now the last mine: Toropar on Guyana They released the PEA yesterday. Initial CAPEX: [---] million AISC:1200$ [--] years mine life JUST SEE THE PICTURE I DONT NEED TO SPEAK. 8/10" [X Link](https://x.com/inigoezponda/status/1983599224899170639) 2025-10-29T18:18Z [---] followers, [--] engagements "@BradleyAve30181 Hi Bradley What you mean by 45% 45% increase in your position Because the stock has not run or its a joke Hope you like the little resume post about Aris" [X Link](https://x.com/inigoezponda/status/1983791032950009880) 2025-10-30T07:00Z [---] followers, [--] engagements "@lovemesexy8 What are your thoughts about this event The risk is increasing Or just the same events You think the government has enough military power to fight this" [X Link](https://x.com/inigoezponda/status/1984333657599771052) 2025-10-31T18:56Z [---] followers, [--] engagements "@lovemesexy8 Same. I believe I have to take a deep dive into Mali. Their military expenditure power where the yihadists are and so on. Thanks a lot for you words. I follow you from a year or so. I like your analysis. Do you work in finance/investment world" [X Link](https://x.com/inigoezponda/status/1984391610319454561) 2025-10-31T22:46Z [---] followers, [--] engagements "If you want the best geopolitical updates on Africa and specifically now on Mali follow @cecild84 He gives the reality situation and explains that Mali is not falling. I am very bullish on B2gold and Allied Gold $BTG $AUUC" [X Link](https://x.com/inigoezponda/status/1985747315173327331) 2025-11-04T16:33Z [---] followers, [---] engagements "$CDE has bought $NGD for [--] billion and [--] million ounces of gold (reserves+resources) but $FRES is only paying [---] million for [--] million indicated ounces on the ground. Different contexts. However it is very clear which one has done correctly any that is Fresnillo" [X Link](https://x.com/inigoezponda/status/1985842342893392142) 2025-11-04T22:51Z [---] followers, [---] engagements "@SemperVigilant1 Why when you have cheaper options imo Such as $SVM that imo is very attractive now if you want exposure to silver" [X Link](https://x.com/inigoezponda/status/1985842660956053616) 2025-11-04T22:52Z [---] followers, [---] engagements "I still consider $SVM one of the best silver plays on the space. It is very cheap due to China. Overrated risk imo. There [--] development mines in Ecuador are very interesing and the potential buyout of New Pacific Metals $NUAG makes $SVM very interesting. What are your thoughts" [X Link](https://x.com/inigoezponda/status/1986001556949582332) 2025-11-05T09:24Z [---] followers, [---] engagements "@latinmines I like them. Better business model than the mines. However I find more leverage on Ecora Resources. Lot of potential in that company. What are your thoughts on $ECOR.L" [X Link](https://x.com/inigoezponda/status/1986004360795414538) 2025-11-05T09:35Z [---] followers, [--] engagements "$NEXG.V is a very interesting name if you want a quality junior for a reasonable price. Market Cap is [---] million usd for a 200k potential producer. And now you are bulling after the capital raise so is a very good entry point" [X Link](https://x.com/inigoezponda/status/1986006529468682618) 2025-11-05T09:43Z [---] followers, [---] engagements "@BakkenShale Yes there are a lot of very cheap miners now such as B2gold in this case. But a lot more. Very good opportunities at this moment IMO" [X Link](https://x.com/inigoezponda/status/1986145735096648011) 2025-11-05T18:56Z [---] followers, [---] engagements "@bozkaschi For me a company that trades at that market cap and generates only this fcf is not cheap although they are a premium company. Please check the history of $SVM imo is one of the best risk reward choice in the silver world" [X Link](https://x.com/inigoezponda/status/1986178719031906776) 2025-11-05T21:08Z [---] followers, [---] engagements "@LaurenceRHunt @BanyanGold True high quality option for buying a developer. I like also in North America Western Copper and Gold Corp and Nexgold. $WRN $NEXG.V" [X Link](https://x.com/inigoezponda/status/1986180867597762786) 2025-11-05T21:16Z [---] followers, [---] engagements "@Valarian11 In [----] the can be producing around 900k ounces of gold and the market cap is [--] billion usd. Also they have around 87% average property on their mines. Put 780k instead of 900k is still too cheap" [X Link](https://x.com/inigoezponda/status/1986349583039856808) 2025-11-06T08:26Z [---] followers, [--] engagements "@DavidStamenov I dont think is a problem I believe with the optimisized FS they are going to get the permit. Just a matter of time. And the project is categorised as national interest. And the Canada project seems very good too" [X Link](https://x.com/inigoezponda/status/1986420938263404600) 2025-11-06T13:10Z [---] followers, [--] engagements "My B2Gold calls are 15% in negative. $BTG However if there has been moments in which B2gold has been cheap is NOW. I think this is going to be a turning point such in the case of $EQX" [X Link](https://x.com/inigoezponda/status/1986449176092172325) 2025-11-06T15:02Z [---] followers, [---] engagements "B2gold is going to run hard $BTG" [X Link](https://x.com/inigoezponda/status/1986562345230082135) 2025-11-06T22:32Z [---] followers, [---] engagements "$orv.to making very good steps. No dilution increasing equity. Only taking debt and leverage in order to increase the return on equity that we will see the stock price fly over the time. Very good step from management. ORVANA ANNOUNCES US$25 MILLION PREPAYMENT AND OFFTAKE AGREEMENTS WITH TRAFIGURA - $ORV.TO CEOCA Breaking News https://t.co/fMDJ5p7QZa ORVANA ANNOUNCES US$25 MILLION PREPAYMENT AND OFFTAKE AGREEMENTS WITH TRAFIGURA - $ORV.TO CEOCA Breaking News https://t.co/fMDJ5p7QZa" [X Link](https://x.com/inigoezponda/status/1986786113311441044) 2025-11-07T13:21Z [---] followers, [---] engagements "One of the first in discovering Orvana Minerals. If you want new new gems like that wait because I will publish some very soon $orv.to @daytr_1 Check Orvana Minerals. [--] mill usd market cap $ORV.V https://t.co/in36iivGnM @daytr_1 Check Orvana Minerals. [--] mill usd market cap $ORV.V https://t.co/in36iivGnM" [X Link](https://x.com/inigoezponda/status/1986791444271521877) 2025-11-07T13:42Z [---] followers, [---] engagements "@Spread_Bet @Vince_Stanzione For me the stock is too cheap. I believe this fall is too much. Mali is high risk of course but I think they are going to continue producing there and generate some cash. If we add the rest their investments is very cheap for me" [X Link](https://x.com/inigoezponda/status/1986808747927179271) 2025-11-07T14:51Z [---] followers, [--] engagements "@Spread_Bet Yes. But is because is a lot from my portfolio. I have [--] years old so with my money I take high risk. As is a considerable % of my portfolio I took the conservative ones. And as you said market is not giving any premium for time. Good opportunity in those maturities imo" [X Link](https://x.com/inigoezponda/status/1986820422034157917) 2025-11-07T15:37Z [---] followers, [--] engagements "@Spread_Bet Risk bet from your part but if Fekola keep running you are going to win a lot. Intensive capex [--] years are going to finish after H1 2026" [X Link](https://x.com/inigoezponda/status/1986826735610916916) 2025-11-07T16:03Z [---] followers, [--] engagements "@Spread_Bet Yeap but I study finance. I like a lot your options. Altyn Gold is incredible imo. I like the same type of investment thesis. From developers I like [--] options Western Copper and Gold Corp $WRN and Boab Metals. Take a look into them" [X Link](https://x.com/inigoezponda/status/1986827607112036693) 2025-11-07T16:06Z [---] followers, [---] engagements "At final [--] $SVM starts with El Domo producing in Ecuador. Around 55k gold eq ounces at less than 1000$ AISC. Capex mostly funded by Wheaton. Only [--] millions funded by Silvercorp. Not a lot but they allocate the capital very cheaply and they are very profitable" [X Link](https://x.com/inigoezponda/status/1986937306557698416) 2025-11-07T23:22Z [---] followers, [---] engagements "Btw I dont talk that much of Minera Alamos but I hold it in my family portfolio. Very good risk/reward stock as West Red Lake Gold $WRLG.V $MAI.V Less speculative than others but very good juniors producers" [X Link](https://x.com/inigoezponda/status/1986945855488688249) 2025-11-07T23:56Z [---] followers, [---] engagements "@cecild84 Yes. I follow B2gold and I believe they are providing very good taxes for Mali development. However dont you think that the new mining code can difficult some future taxes revenue because FDI is difficulted Or is better keeping the metals for Mali Appreciate your posts :)" [X Link](https://x.com/inigoezponda/status/1987132374501507464) 2025-11-08T12:17Z [---] followers, [---] engagements "@Mark_IKN True has been a disaster for current shareholders. But I wasnt one so now I find cheap B2Gold and a good buy opportunity in my opinion" [X Link](https://x.com/inigoezponda/status/1987151534010814864) 2025-11-08T13:33Z [---] followers, [---] engagements "$B potential spin out can be one of the causes by which the stock price of Barrick has gone up. Its clear that Barrick was a bit cheaper than its peers but the massive run is no just that. The potential spin out and divest from big assets have make it attractive now 1/2" [X Link](https://x.com/inigoezponda/status/1990533283181179122) 2025-11-17T21:31Z [---] followers, [---] engagements "Now this potential restructuring is going to increase the attraction of barrick mining for risk averse and risk lover investors. Now the company would address better the risk profiles of investors I believe. However I prefer some other mid-cap stocks imho 2/2" [X Link](https://x.com/inigoezponda/status/1990533285210984511) 2025-11-17T21:31Z [---] followers, [--] engagements "My [--] personal inspirations/idols in [--] picture. Cristiano Ronaldo and Elon Musk. The picture that wins the day. https://t.co/QXDRN8qWio The picture that wins the day. https://t.co/QXDRN8qWio" [X Link](https://x.com/inigoezponda/status/1991162199767691577) 2025-11-19T15:10Z [---] followers, [---] engagements "@GsawickiSawicki Yes can be because of that probably. Yesterday event is good news for permitting Soto Norte but very difficult to permit" [X Link](https://x.com/inigoezponda/status/1991504595458109928) 2025-11-20T13:51Z [---] followers, [--] engagements "@jtourzan Yes looks very interesting. However looking in detail: Horrible silver stream negative EBITDA from smelting and uncontrolled operating expenses. At final it gonna depends totally on zinc price imho" [X Link](https://x.com/inigoezponda/status/1995773649131856165) 2025-12-02T08:34Z [---] followers, [---] engagements "Was very clear how cheap was Silvercorp Metals. This is going higher. $SVM Love the quality of the stock and the management. I still consider $SVM one of the best silver plays on the space. It is very cheap due to China. Overrated risk imo. There [--] development mines in Ecuador are very interesing and the potential buyout of New Pacific Metals $NUAG makes $SVM very interesting. What are your thoughts I still consider $SVM one of the best silver plays on the space. It is very cheap due to China. Overrated risk imo. There [--] development mines in Ecuador are very interesing and the potential" [X Link](https://x.com/inigoezponda/status/1997005165355008393) 2025-12-05T18:08Z [---] followers, [---] engagements "@Valarian11 Good News for $LGO" [X Link](https://x.com/inigoezponda/status/1997635056748163078) 2025-12-07T11:51Z [---] followers, [---] engagements "@GoldForecast Same valuations are valuations. No matter if the graph is like a bubble. For instance Altyn Gold is a very clear example" [X Link](https://x.com/inigoezponda/status/1999139161673003205) 2025-12-11T15:28Z [---] followers, [---] engagements "@squeezestreet @R9414000 For buying options For sure yes imo. In silver I prefer Silvercorp metals or andean precious metals for buying the stock itself. I bought both Lower than today prices" [X Link](https://x.com/inigoezponda/status/1999142192896507937) 2025-12-11T15:40Z [---] followers, [--] engagements "@Valarian11 Lets go Was so clear and the upside is more. AISC Margin [--] mill oz (60-12)=400 mill 55k from Ecuador at [----] AISC [---] mill [---] mill in cash+investment in $NUAG Incredible capital allocation efficiency+ VERY LOW OPEX [--] bill usd market cap $SVM" [X Link](https://x.com/inigoezponda/status/2000666425229267308) 2025-12-15T20:37Z [---] followers, [---] engagements "@R9414000 @nowhereInVoid @B2GoldCorp Thanks. but also was in the presentation of november i believe but i am not sure. For saying I am not selling just "complaining" about delays. But i will hold for sure" [X Link](https://x.com/inigoezponda/status/2001355279313834186) 2025-12-17T18:14Z [---] followers, [--] engagements "@calvinfroedge Spain has done a good job this year also. It is because most of the index is weighted by spanish banks that have rallied too much. The rest of industries hadnt outperform that much" [X Link](https://x.com/inigoezponda/status/2002837081312407899) 2025-12-21T20:22Z [---] followers, [---] engagements "@FibSixOne8 yeap miners are becoming even cheaper in value. Gold at [----] and silver at [--] and their are dropping. Matter of time financial reports disclosure to see how cheap some of them are" [X Link](https://x.com/inigoezponda/status/2007139238366830702) 2026-01-02T17:17Z [---] followers, [---] engagements "At the moment my portfolio is 100% full in tungsten stock EQ Resources I had the feeling that gold miners were going to underperform these days if gold decreases a bit and is happening. However if silver/gold miners continue to drop i will shift fast my $EQR.AX shares" [X Link](https://x.com/inigoezponda/status/2007139770447921485) 2026-01-02T17:19Z [---] followers, [---] engagements "Good news for Venezuela people. Happy for the people there. However in order that this happen: what promises Maria Corina has made to Trump about its natural resources without asking Venezuela people. 🚨 HOW THE U.S. LIKELY CAPTURED MADURO: INSIDE THE SPECIAL OPS HELICOPTER STRIKES ON CARACAS Hours ago the U.S. launched a coordinated special operations raid into Caracas Venezuela using MH-47G Chinook and MH-60 Black Hawk helicopters from the elite 160th Special https://t.co/gkSipDhwdF 🚨 HOW THE U.S. LIKELY CAPTURED MADURO: INSIDE THE SPECIAL OPS HELICOPTER STRIKES ON CARACAS Hours ago the" [X Link](https://x.com/inigoezponda/status/2007399836623196377) 2026-01-03T10:33Z [---] followers, [---] engagements "For the people that are insulting me and misunderstanding my message: I am completely happy that NOW the venezuelan people are free they can develop their country now. Is a good new. I was just trying to question what has maria corina promised to the US that uncertainty" [X Link](https://x.com/inigoezponda/status/2007401515435294779) 2026-01-03T10:39Z [---] followers, [--] engagements "I was the one who uncover Orvana Minerals $ORV.TO to the rest when nobody knew it. I will uncover another gem this week. Similar potential in the short term for me. BE PREPARED any follow i will appreciate. I have to form my position this monday. i will publish a detailed post. @Silver__Santa Check Orvana Minerals. Is trading at [--] mill. Usd. It doesnt make sense for [----] production. One mine life is [--] years and the other [--] years. NO SENSE the market cap. Typical stock that runs hard in short term. $ORV.V https://t.co/awKVL0lO6I @Silver__Santa Check Orvana Minerals. Is trading at [--] mill." [X Link](https://x.com/inigoezponda/status/2007544154084278464) 2026-01-03T20:06Z [---] followers, [----] engagements "I going to say only that the EV is 1/3 of the AISC total margin of the company in [--] year. Not joking or making fomo for nothing" [X Link](https://x.com/inigoezponda/status/2007544387572773152) 2026-01-03T20:07Z [---] followers, [---] engagements "@GP_stonks yeap dont like it that much. I mean it could run a bit but the resources are disgusting. But if they produce what they say they will need to use the cash very smartly later to invest in another thing" [X Link](https://x.com/inigoezponda/status/2007546333956321401) 2026-01-03T20:15Z [---] followers, [---] engagements "2027 is going to be even better for this stock the company has a potential for doing x2 in production. Imagine how is [----] if the company in [----] is EV/FCF=05x CRAZY This is crazy Is not an easy stock to analyse and take the data from their reports and so on" [X Link](https://x.com/inigoezponda/status/2007822975442280698) 2026-01-04T14:34Z [---] followers, [----] engagements "This mine is also being mined undeground but lower output and is already included in the upper numbers. The reserve average g/t is a lot higher than the processed one. More depth higher grade ore to mine. Is a matter of time to increase production a lot. 6/n" [X Link](https://x.com/inigoezponda/status/2008615870910566568) 2026-01-06T19:05Z [---] followers, [---] engagements "Lets start with Mujin Mine. It has been acquired in April [--]. Their net ownership is 34%. And the annual production rate is 275tpd at 12g/t. However current reserves avg. grade is [--] g/t and they want to expand the processing mine to 900tpd. Grade x3+processx3=9x production" [X Link](https://x.com/inigoezponda/status/2008615875625341375) 2026-01-06T19:05Z [---] followers, [---] engagements "We will see how $MSJ open today but in very short term the EV should at least double. At least" [X Link](https://x.com/inigoezponda/status/2008893083476238767) 2026-01-07T13:26Z [---] followers, [---] engagements "After H1 [----] the net cash attribuable of $MSJ is going to be around [--] million and the market cap of the company is still [---] million. Is a matter of time imagine june [----] the EV of Majestic Gold at [--] million usd producing 23k at 1000$ aisc and 56k in [--] at 1000$. CHEAP" [X Link](https://x.com/inigoezponda/status/2008900222886228067) 2026-01-07T13:55Z [---] followers, [----] engagements "$MSJ is going to move. Is matter of days imo. This is too cheap for me. Shouldnt be trading at this market cap and the technical analysis looks pretty good. People accumulating positions. The guys that wanted to sell in the range they have already sell the shares. DYODD After H1 [----] the net cash attribuable of $MSJ is going to be around [--] million and the market cap of the company is still [---] million. Is a matter of time imagine june [----] the EV of Majestic Gold at [--] million usd producing 23k at 1000$ aisc and 56k in [--] at 1000$. CHEAP After H1 [----] the net cash attribuable of $MSJ is" [X Link](https://x.com/inigoezponda/status/2008901796459168203) 2026-01-07T14:01Z [---] followers, [---] engagements "I am chill $MJS is a matter of time that the stock moves. I repeat: EV=65 million usd AISC MARGIN: [----] is [--] million usd [----] is [---] million usd While that its EV is going to keep reducing to very interesting levels. I am very calmed" [X Link](https://x.com/inigoezponda/status/2008922197251805202) 2026-01-07T15:22Z [---] followers, [----] engagements "@FredKosters @GoldForecast Yes I have a position on Aris Mining. Today is too cheap the stock but overprrforming that much in such day is crazy" [X Link](https://x.com/inigoezponda/status/2008963407437860947) 2026-01-07T18:06Z [---] followers, [---] engagements "I had this answer from the management. I am feeling even more bullish now. I believe they now the share price is punished due to lack of communication/100% china exposition. They want to change this to not loss this bull market opportunity. BULLISH $MJS For the people that dont like $MJS risk. This is [--] answers I get from the management for improving the main concerns of shareholders (imo). [--]. M&A is going to be done out of China. IMPORTANT POINT [--]. Shareholder communication is an area in which they want to focus on https://t.co/iIZseLYLtI For the people that dont like $MJS risk. This is 2" [X Link](https://x.com/inigoezponda/status/2009189699307687988) 2026-01-08T09:05Z [---] followers, [----] engagements "Miners lagging today we need a bit of calm some stocks are getting very very cheap" [X Link](https://x.com/inigoezponda/status/2009304206700585285) 2026-01-08T16:40Z [---] followers, [---] engagements "@Silver__Santa @adam702989 Is. Everybody has to have some stocks to have some diversification. But country diversification also can be interesting although china can be risky but higher potential return" [X Link](https://x.com/inigoezponda/status/2009332001917354408) 2026-01-08T18:30Z [---] followers, [---] engagements "@CompoundingEV @Milinkoeterno @Silver__Santa [--] production access to higher grades zones in their main mine. Production in Mujin can be lower. Of course but that is only 13k ounces variable. Imagine if its half of it. Its 50k ounces still. AISC has been higher this quarter but is going to come back to that level" [X Link](https://x.com/inigoezponda/status/2009645506172162513) 2026-01-09T15:16Z [---] followers, [---] engagements "@CompoundingEV @Milinkoeterno @Silver__Santa And they access to higher grades zones AISC go done( although inflation and so on)" [X Link](https://x.com/inigoezponda/status/2009645850960806391) 2026-01-09T15:18Z [---] followers, [--] engagements "Btw and VERY IMPORTANT: Majestic Gold has [--] million on Canada bank (not on Persistence stock) while all the liabilities are on persistence resources so the stake could be valued even more NPV of the stock isa lot higher than current EV. At the same time Majestic Gold stake in Hong Kong is valued at [---] million. This is a very clear bet $MJS NPV of the stock isa lot higher than current EV. At the same time Majestic Gold stake in Hong Kong is valued at [---] million. This is a very clear bet $MJS" [X Link](https://x.com/inigoezponda/status/2009768614354715054) 2026-01-09T23:25Z [---] followers, [---] engagements "Nice explanation from @Silver__Santa for Majestic Gold. Imagine now with the cash they have on china they consolidate the 100% of the mines and with the cash on hong kong they get another producing mine. Remember they have lot of cash. They could move to 100k ounces in [--] $MJS $MJS.V - MAJESTIC GOLD NPV10 shows a X6.6 Upside for MJS. Conditions: + Current Gold price remains stable. + The Gold grade in Songjiagou doubles from [----] GT in [----] to [----] GT in [----] (likely as they are going to mine the lower levels that are high grade [----] - [----] GT) + https://t.co/FmxfXSzqfk $MJS.V - MAJESTIC GOLD" [X Link](https://x.com/inigoezponda/status/2010404755055812827) 2026-01-11T17:33Z [---] followers, [----] engagements "The logical step in m&a for $SVM is consolidating their El Domo mine in Ecuador the one coming online in q4 [--]. They own 75% of the JV so they might use their cash to consolidate the other 25% that is on hands of Salazar Resources $SRL.V Would cost around [--] mill usd imo" [X Link](https://x.com/inigoezponda/status/2010686234197111182) 2026-01-12T12:12Z [---] followers, [---] engagements "Furthermore. Silvercorp management is incredible. They use the capital very smartly and you are going to see very small capex figures in their financials. Incredible capital allocation" [X Link](https://x.com/inigoezponda/status/2010686492603998508) 2026-01-12T12:13Z [---] followers, [---] engagements "This is a very positive scenario but can be totally real. If they consolidate full ownership of the mines in china+m&a other country with capital on persistence resources they could move fastly to 100k atribuable in [----]. You have to wait because they have the cash. $MJS Nice explanation from @Silver__Santa for Majestic Gold. Imagine now with the cash they have on china they consolidate the 100% of the mines and with the cash on hong kong they get another producing mine. Remember they have lot of cash. They could move to 100k ounces in [--] $MJS Nice explanation from @Silver__Santa for Majestic" [X Link](https://x.com/inigoezponda/status/2010688327356223760) 2026-01-12T12:20Z [---] followers, [---] engagements "@Valarian11 how much could be the NAV of the chinese mine [--] billions usd at current prices or even more. Add another [---] bill usd in the projects of Ecuador. EV/NAV=1500/7500=02x or so. One producing mine the other fully financed and the other only 250mill. capex. TOO CHEAP" [X Link](https://x.com/inigoezponda/status/2010689402490474795) 2026-01-12T12:24Z [---] followers, [---] engagements "Very true Valarian. I dont understand why people dont follow this stock. For me is a no sense in terms of valuation $SVM Silvercorp metals $SVM The blue arrow hints that Silvercorp is now 3x undervalued to what it's supposed to be in an euphoric miner market. $25-30 target should be within reach. https://t.co/IFtSLB90JT Silvercorp metals $SVM The blue arrow hints that Silvercorp is now 3x undervalued to what it's supposed to be in an euphoric miner market. $25-30 target should be within reach. https://t.co/IFtSLB90JT" [X Link](https://x.com/inigoezponda/status/2010724856464331167) 2026-01-12T14:45Z [---] followers, [---] engagements "@Valarian11 Yeah too cheap. New Pacific Metals acquisition would me magic but it is difficult to pay that much for $SVM" [X Link](https://x.com/inigoezponda/status/2010725092037365969) 2026-01-12T14:46Z [---] followers, [---] engagements "$MJS still cheap for me it can run more today" [X Link](https://x.com/inigoezponda/status/2010728462424903723) 2026-01-12T14:59Z [---] followers, [---] engagements "$MJS is currently in [---]. I believe the stock is getting more fairly valued with the actual fundamentals of the firm. If they deliver doing great acquisitions the production could increase a lot and the valuation also. But at these levels is better valued the stock" [X Link](https://x.com/inigoezponda/status/2010791457255559419) 2026-01-12T19:10Z [---] followers, [---] engagements "@LakeErie0 Yes is a very cheap acquisition for Silvercorp is ideal" [X Link](https://x.com/inigoezponda/status/2010845519891828901) 2026-01-12T22:45Z [---] followers, [--] engagements "@StefanPiruk Commodities small market cap stocks is crazy there are too many inefficiencies is a fucking no sense. And I dont say this for this stock is in general. I hadnt seen this in other market appart from commodities" [X Link](https://x.com/inigoezponda/status/2011045806514569492) 2026-01-13T12:00Z [---] followers, [---] engagements "Okey now you are seeing: Very cheap project in P/NAV at a very advanced stage starting construction no sense this valuation for such a large project. But philiphines is special: There is required having 60% ownership of a local investor and the rest 40% for $CLA.AX" [X Link](https://x.com/inigoezponda/status/2011514035255353370) 2026-01-14T19:01Z [---] followers, [---] engagements "But maybe $CLA.AX is able to obtain a better deal they are talking with a lot of interested investors. Even the public fund (MIC on slide)of Philiphines is very interested on the project. Even the CEO of MIC is explaining how well $CLA.AX is doing the advancement of the project" [X Link](https://x.com/inigoezponda/status/2011514042503086354) 2026-01-14T19:01Z [---] followers, [---] engagements "With that low capex the payback of the project is very very fast. Now imagine this optimistic scenario: They gave the 60% ownership to a local investor for funding the capex. (Could be possible as the payback of full capex for the investor with their 60% would be [---] years or so" [X Link](https://x.com/inigoezponda/status/2011514048815513917) 2026-01-14T19:01Z [---] followers, [---] engagements "So Celsius Resources would keep 40% of 90k ounces of gold equ. at an AISC of 1500$ or so. That would be 36k ounces and at 4500$ the AISC margin is [---] mill usd for a [--] million company with huge mine life ( potential to increase production) without taking no diluation for capex" [X Link](https://x.com/inigoezponda/status/2011514054117068813) 2026-01-14T19:01Z [---] followers, [---] engagements "The other situtation is they mantain more ownership of the mine while financing their part of capex or so but with a line of credit in very good terms without diluting shareholders. The point of $CLA.AX is that they can get to production without diluting" [X Link](https://x.com/inigoezponda/status/2011514064628039856) 2026-01-14T19:01Z [---] followers, [---] engagements "Very probable catalysts on January [----] to awake the people of Celsius Resources: -Feasibility Study and FEED program -Construction starts -Project funding closed (they are receiving a lot of offers lot of interest on it.)" [X Link](https://x.com/inigoezponda/status/2011514069417934963) 2026-01-14T19:01Z [---] followers, [---] engagements "This project alone justifies a increase in the share price imo but we have another project with a large MRE. They are waiting for permits to start advancing the project. This project has around [---] mill ounces of gold equivalent (mostly inferred). Comes as extra for "free"" [X Link](https://x.com/inigoezponda/status/2011514075579367716) 2026-01-14T19:01Z [---] followers, [---] engagements "I think this is too cheap and short term probable positive catalysts coming on January. This should rerate fast. Please DYODD dont buy this because you believe the rest are going to buy it. Buy it because you feel the company is cheap understand the numbers and the thesis" [X Link](https://x.com/inigoezponda/status/2011514081782743524) 2026-01-14T19:01Z [---] followers, [---] engagements "Another 10% increase in Celsius Resources share price today $CLA.AX Not sure but i wll wait with calm for it. I believe here the rerate is at the same time short term and medium term. In the case of Majestic Gold was more short term focused" [X Link](https://x.com/inigoezponda/status/2011534441357983842) 2026-01-14T20:22Z [---] followers, [---] engagements "Another 5% day in $CLA.AX X4 Average Volume (like these past few days) People are accumulating imho" [X Link](https://x.com/inigoezponda/status/2011787647056773283) 2026-01-15T13:08Z [---] followers, [---] engagements "$CLA.AX easy stock to hold. Another funny day" [X Link](https://x.com/inigoezponda/status/2011890870082289967) 2026-01-15T19:58Z [---] followers, [---] engagements "Silvercorp Metals $SVM 6% up today Not the typical results. Increase in 15% processed tonnes year to year. And compared with the last quarter the improvement has been even better" [X Link](https://x.com/inigoezponda/status/2012210330789691395) 2026-01-16T17:08Z [---] followers, [---] engagements "@isaac314159265 It is not the case Isaac lot of silver to take out from that mine" [X Link](https://x.com/inigoezponda/status/2012277510554132975) 2026-01-16T21:35Z [---] followers, [--] engagements "$mai.v I bought at [---] before the crash. Was an error I bought the fomo there was no margin of safety ( my main driver on investing). I learned from the error. But I bought a lot also on [----] and I keep holding it. I TOTALLY agree with @GavMcCracken" [X Link](https://x.com/inigoezponda/status/2012528925067354344) 2026-01-17T14:14Z [---] followers, [---] engagements "Btw I invested a bit for a friend in $WRLG.V Bought at [---] [--] months ago or so dont remember exactly. I sell it at [---] this week as there is a lot of uncertainty in that mine and is really difficult to operate it. Happy with the return and moving to other better r/r plays" [X Link](https://x.com/inigoezponda/status/2012534588564722045) 2026-01-17T14:36Z [---] followers, [---] engagements "$CLA.AX is the clear example of inneficiencies: [--]. When they are realising the "incredible" drilling results: Same market cap as now-58 mill AUD [--]. When they are finalizing the difficult process of funding permitting (now is fully permitted) FEED and FS-65 mill AUD 1/2" [X Link](https://x.com/inigoezponda/status/2012556929411760316) 2026-01-17T16:05Z [---] followers, [----] engagements "This message is savage. He is lossing his mind. Trump has stopped a lot of wars true. But with a lot of fear I dont know how sustainable these peaces are going to last into the time when Trump is not in power. Difficult to say. Trump is really going to start WW3 because he didnt win a stupid prize. https://t.co/XDkPbJIItN Trump is really going to start WW3 because he didnt win a stupid prize. https://t.co/XDkPbJIItN" [X Link](https://x.com/inigoezponda/status/2013200433561362786) 2026-01-19T10:42Z [---] followers, [---] engagements "I have been checking ASX stocks today and found some interesting stuff. Btw confirmed to me that $CLA.AX is one of the cheapest options. But there are other interesting developers. I have found some stocks that I will share as I do a detailed DD on them" [X Link](https://x.com/inigoezponda/status/2013241293032345920) 2026-01-19T13:25Z [---] followers, [---] engagements "@Valarian11 Yeah totally true. And bringing Condor with 250mill initial capex+Kyrguistan assets for [---] mill initial capex They have incredible NPV to Capex ratios" [X Link](https://x.com/inigoezponda/status/2013644316762153369) 2026-01-20T16:06Z [---] followers, [--] engagements "I hope the smart people are reading the lines of $SVM deal and what means for 60% stake valuation of $CLA.AX After this deal it is more clear how much would be valued more or less $cla.ax MCB copper-gold project 1/n" [X Link](https://x.com/inigoezponda/status/2013683100409081902) 2026-01-20T18:40Z [---] followers, [----] engagements "What is very important in these "shit" legislations is the payback . They want a fast payback and the "extra" production years come for "free". The project in Kyrguistan has a similar payback compared with MCB project. 2/n" [X Link](https://x.com/inigoezponda/status/2013683102296514823) 2026-01-20T18:40Z [---] followers, [---] engagements "Imagine if the 60% is valued at [---] as kyrguistan project. Not that strange. Although a lower annual production- Better quality MRE Lot more reserves A considerable better jurisdiction that Kyrguistan More advanced project while discrepancies on kyrguistan eco. studies 3/n" [X Link](https://x.com/inigoezponda/status/2013683104473375101) 2026-01-20T18:40Z [---] followers, [---] engagements "I know is copper and not gold. Just I wanted to make it easy. But if they sell the 60% of the project for that same [---] mill usd they will fund their part of capex for free and they will start in final [--] receiving 40% production of a tier [--] mine. 4/n" [X Link](https://x.com/inigoezponda/status/2013683106994065642) 2026-01-20T18:40Z [---] followers, [---] engagements "Do you think is logical having a [--] mill usd market cap while this 70% has been sold for [---] mill usd in total Is a very very clear inneficiency in my view. I finish the thread with this" [X Link](https://x.com/inigoezponda/status/2013683109208756434) 2026-01-20T18:40Z [---] followers, [---] engagements "@cluffy82 I mean they could make the deal easily but I dont know if they the potential 40% stake (rest JV 60% philiphines investor) is enough for them. Not sure about that the production could be too small for them. And firstly they should acquire salazar resources before that" [X Link](https://x.com/inigoezponda/status/2013699628575719638) 2026-01-20T19:46Z [---] followers, [--] engagements "@cluffy82 But is too cheap if they are able to make a better deal with the philiphines investor it could be interesting for Silvercorp because the project is too cheap. But not really sure what is their next step. They should buy $cla.ax and Salazar Resources no matter which is first" [X Link](https://x.com/inigoezponda/status/2013699937452642516) 2026-01-20T19:47Z [---] followers, [---] engagements "Celsius Resources had some fun yesterday $cla.ax But one tick is 5% movement so this increase in price is not very important can be just volatility or that people are waking up on the value of the stock" [X Link](https://x.com/inigoezponda/status/2013913852241461279) 2026-01-21T09:57Z [---] followers, [---] engagements "Not bad start of the year Very happy I concentrate a lot into my conviction positions and move fast (lot of times too early). Matter of time" [X Link](https://x.com/inigoezponda/status/2013942681718689889) 2026-01-21T11:52Z [---] followers, [---] engagements "For developers focus on P/NAV metric and how much is advanced the project. For producers: Focus on AISC margin EV to FCF P/FCF production growth and mine life. There are more factors you have to account but this are the BASE in your analysis imho" [X Link](https://x.com/inigoezponda/status/2014005212462092615) 2026-01-21T16:00Z [---] followers, [---] engagements "In developers take into account the resources used in the study compared with the total resources thats important also. And of course the spot price of the metal selected" [X Link](https://x.com/inigoezponda/status/2014006040103100808) 2026-01-21T16:03Z [---] followers, [---] engagements "I hold the same numbers of shares as when it was in [---] now is [----]. Magic acquisition. Less than [---] million usd for [--] million ounces advanced in the best mining world. Crazy Fresnillo finaliza exitosa adquisicin de la canadiense Probe Gold luego de recibir todas las aprobaciones de accionistas judiciales y regulatorias requeridas. Fresnillo pagar aproximadamente [---] millones de dlares estadounidenses para liquidar la contraprestacin de la Fresnillo finaliza exitosa adquisicin de la canadiense Probe Gold luego de recibir todas las aprobaciones de accionistas judiciales y regulatorias" [X Link](https://x.com/inigoezponda/status/2014343701208629667) 2026-01-22T14:25Z [---] followers, [---] engagements "Please copper wake up I am getting upset aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa" [X Link](https://x.com/inigoezponda/status/2014358937164812507) 2026-01-22T15:26Z [---] followers, [---] engagements "@SecretsOfCrypto @faraland_io Hello" [X Link](https://x.com/anyuser/status/1428098279489871874) 2021-08-18T20:55Z [---] followers, [--] engagements "@ZodiacFriends_ @astrosyletras @nazostudios" [X Link](https://x.com/anyuser/status/1432079275558154243) 2021-08-29T20:34Z [---] followers, [--] engagements "@nicolscrypto @cryptobcncat en su pagina web" [X Link](https://x.com/anyuser/status/1432412524419428355) 2021-08-30T18:38Z [---] followers, [--] engagements "@MumbleRapperz @SolanartNFT @SolanartNFT" [X Link](https://x.com/anyuser/status/1448728276596297732) 2021-10-14T19:11Z [---] followers, [--] engagements "@TradingGonza menuda locura de postenhorabuena tio me ha encantado" [X Link](https://x.com/anyuser/status/1479519462407778314) 2022-01-07T18:25Z [---] followers, [--] engagements "@TradingGonza menuda locura de postenhorabuena tio me ha encantado" [X Link](https://x.com/anyuser/status/1479519462575329282) 2022-01-07T18:25Z [---] followers, [--] engagements "@StaniKulechov How can I implement smthng like this gas program https://t.me/cryptoEvidence/903 https://t.me/cryptoEvidence/903" [X Link](https://x.com/anyuser/status/1570384803500785667) 2022-09-15T12:11Z [---] followers, [--] engagements "@CoinDesk @sandeepnailwal @0xPolygon @ethereum have you heard about auroom https://x.com/AuRoom/status/1562458479641563144 https://x.com/AuRoom/status/1562458479641563144" [X Link](https://x.com/inigoezponda/status/1570526507889758210) 2022-09-15T21:34Z [---] followers, [--] engagements "@JonErlichman 🚀 Last chance https://x.com/i/lists/1570513572224012290/#5.226372106034374e+31 https://x.com/i/lists/1570513572224012290/#5.226372106034374e+31" [X Link](https://x.com/anyuser/status/1570719216852172800) 2022-09-16T10:20Z [---] followers, [--] engagements "@JonErlichman Rocket" [X Link](https://x.com/anyuser/status/1570719218701672448) 2022-09-16T10:20Z [---] followers, [--] engagements "@JonErlichman 🚀 Thanks a millon. https://x.com/i/lists/1570513572224012290/#1.4911942004907664e+31 https://x.com/i/lists/1570513572224012290/#1.4911942004907664e+31" [X Link](https://x.com/anyuser/status/1570719220660408321) 2022-09-16T10:20Z [---] followers, [--] engagements "@JonErlichman Well" [X Link](https://x.com/anyuser/status/1570719222657064960) 2022-09-16T10:20Z [---] followers, [--] engagements "@SilverFoxAlpha maybe the entry was better in gdpusdor eurusdit was a clearr shortt in ny am sessionbut nice graphI love your analysis stylethanks for your posts" [X Link](https://x.com/inigoezponda/status/1608130198473433089) 2022-12-28T15:58Z [---] followers, [---] engagements "@TRSTNGLRD [--] am but time in where" [X Link](https://x.com/inigoezponda/status/1610270484729589762) 2023-01-03T13:42Z [---] followers, [----] engagements "@YusufTrader1 you are the bestthank you for all your content for us" [X Link](https://x.com/inigoezponda/status/1612051980133842944) 2023-01-08T11:41Z [---] followers, [---] engagements "@jojishah @VJloveFX i think the samethe london reverses after the ny midnight opening price are the easiest way to trade for medium traders" [X Link](https://x.com/inigoezponda/status/1618603511641673730) 2023-01-26T13:35Z [---] followers, [--] engagements "@jojishah difficults daysthese days for trading you need always extra confirmation in each trade" [X Link](https://x.com/inigoezponda/status/1626278809640087557) 2023-02-16T17:54Z [---] followers, [--] engagements "@kimmeltrading i think literally the samei am not a funded traderbut I am tryingand the people think that are not passing challenges because spreads xddall excusesif you not pass is because you did not trade well enough" [X Link](https://x.com/inigoezponda/status/1651540799505551362) 2023-04-27T10:56Z [---] followers, [---] engagements "@RajaBanks men your trading videos are amazingi think that ict videos were usefulbut nothing comparing to your simplicityawesome" [X Link](https://x.com/inigoezponda/status/1657101089534103555) 2023-05-12T19:11Z [---] followers, [---] engagements "Why Silver Storm is so cheap $SVRS [----] 3mill. silver oz equivalent. (36-20)*3mill.=48 mill. usd FCF margin (computing as Don Durret). Real one would be around 20mill. Company is trading at 40mill. 2x FCF. Net cash pos. This is going to be corrected in the price very soon" [X Link](https://x.com/inigoezponda/status/1932014610191626495) 2025-06-09T09:59Z [---] followers, [---] engagements "Why B2gold is using a 5% discount rate for Gramalote NPV Big cash flows are the last years I mean 5% is almost the required return rate for a risk free bond with no risk. Why using a risk free rate for a gold miner A bit weird that. Btw still cheap. $btg $bto.to" [X Link](https://x.com/inigoezponda/status/1944826040230048094) 2025-07-14T18:27Z [---] followers, [---] engagements "sold $svrs silver storm mining at [----] cad. I go out from that shitcoin. They have 33% or similar in warrants. The diluation with warrants ITM is going to be crazy if svrs goes to [---] or similar" [X Link](https://x.com/inigoezponda/status/1947706226877600171) 2025-07-22T17:12Z [---] followers, [---] engagements "Clear words from my brother about the actual situation. The FUNDAMENTALS ARE THE SAME. Nothing has changed we have to wait. This is going for a consolidation phase and another wave on price. Increasing $SVM $BTG $ARIS https://x.com/edu_ezponda/status/1980695561360834879 Todays the perfect day to talk about markets. Gold is down 5% its biggest daily drop in five years. Miners are down around 15% from their highs. https://x.com/edu_ezponda/status/1980695561360834879 Todays the perfect day to talk about markets. Gold is down 5% its biggest daily drop in five years. Miners are down around 15%" [X Link](https://x.com/inigoezponda/status/1980702534223237152) 2025-10-21T18:27Z [---] followers, [---] engagements "If you are looking for some big stock in the gold mining space I believe B2gold is VERY CHEAP. Market Cap: [--] bill USD EV: Around [--] bill USD [----] Production Guidance: [--] million ounces of Gold AISC: 1500$ AISC margin at 4000$ gold=(4k-15k)*12mill=3 bill $ $BTG $BTO.TO 1/8" [X Link](https://x.com/inigoezponda/status/1981468773958779224) 2025-10-23T21:12Z [---] followers, [----] engagements "Okey moving around the gold market. Looking into cheap mid tier gold miners stocks. The CHEAPEST mid tier stock is Aris Mining $ARIS $ARIS.TO Lets take a detailed look into it.🧵🧵 1/10" [X Link](https://x.com/inigoezponda/status/1983599192045232324) 2025-10-29T18:17Z [---] followers, [---] engagements "@lovemesexy8 Totally true. I take the risks. Also I love the potential of Aris and I believe Colombia risk is overstated what are your thoughts about $ARIS" [X Link](https://x.com/inigoezponda/status/1984319367421837332) 2025-10-31T17:59Z [---] followers, [--] engagements "Bought some calls of B2gold for January [--]. Strike price at at [--] Premium paid was [---] So break even at at [---] In my opinion these ones were the best calls in risk/reward ratio. Here you can see the picture $BTG $BTO.TO" [X Link](https://x.com/inigoezponda/status/1985817282866536823) 2025-11-04T21:11Z [---] followers, [----] engagements "Fresnillo Plc $FRES although can be a bit high the company is not that expensive. The acquisition of Probe Gold $PRB for only 558$ mill. usd is incredible for [--] mill. oz of gold in the ground in Canada and an upcoming FS in 2026" [X Link](https://x.com/inigoezponda/status/1985999402909966741) 2025-11-05T09:15Z [---] followers, [---] engagements "$AAUC still very interesting. People forget that they have 80% of the Sadiola mine and around 90% of the other [--] mines. In [----] they are going to be producing around 800k oz (around 680k for them) of gold for a [--] bill EV. This a joke although Africa risk. Risk overrated or not" [X Link](https://x.com/inigoezponda/status/1986003144522826123) 2025-11-05T09:30Z [---] followers, [---] engagements "Furthermore I bought $ARIS the 1st of Julywhen Aris was at a bit less than 7$. Now is at [--]. Around 70% return. Love the company and projections. Same with Silvercorp I bought it [--] weeks ago. With an average price of [--] in NYSE. Incredible quality stock $SVM" [X Link](https://x.com/inigoezponda/status/1988717165734965603) 2025-11-12T21:14Z [---] followers, [---] engagements "Good news about Mali. Positive for $BTG $BTO.TO $AAUC I believe the risk is not "now". The risk is that JNIM keep advancing with the time social discontent keep increasing and the support for JNIM increase. The State Department has resumed operations including returning to normal staffing levels activities and programming as the federal government has officiallyreopened. https://t.co/g17ywnTGb7 The State Department has resumed operations including returning to normal staffing levels activities and programming as the federal government has officiallyreopened. https://t.co/g17ywnTGb7" [X Link](https://x.com/inigoezponda/status/1989264977447059903) 2025-11-14T09:31Z [---] followers, [---] engagements "Although I am bullish on B2gold the management is absolute garbage. They continue to dump the stock and they get a lot of compensation. $BTG $BTO.TO $BTO B2Gold - Sale of [------] shares for approx. $1110000 https://t.co/MfTLuEiUTa $BTO B2Gold - Sale of [------] shares for approx. $1110000 https://t.co/MfTLuEiUTa" [X Link](https://x.com/inigoezponda/status/1991271167370617177) 2025-11-19T22:23Z [---] followers, [----] engagements "Risky movement by Aris Mining. $ARIS They paid only [--] million $ for a [--] billion NAV Very cheap transaction but not easy to permit this Aris Mining announces that it has entered into a binding term sheet to acquire the remaining 49% interest in the Soto Norte joint venture from Mubadala securing 100% ownership of the project. The total consideration is US$80 million comprised of US$60 million in cash and [----] https://t.co/aSML3TAZ14 Aris Mining announces that it has entered into a binding term sheet to acquire the remaining 49% interest in the Soto Norte joint venture from Mubadala securing" [X Link](https://x.com/inigoezponda/status/1991498722249933038) 2025-11-20T13:27Z [---] followers, [---] engagements "@Mark_IKN Hi Mark. How do you see the movement of Aris Mining today buying the rest of Soto Norte stake for only [--] mill. Do you believe for Aris is worth accepting the high risk(permitting) for that cheap price $ARIS" [X Link](https://x.com/inigoezponda/status/1991589559864553756) 2025-11-20T19:28Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@inigoezponda inigoezponda
inigoezponda posts on X about $claax, gold, market cap, $svm the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
Mentions: [--] #
Followers: [-----] #
CreatorRank: [-------] #
Social Influence
Social category influence finance countries currencies stocks cryptocurrencies travel destinations automotive brands celebrities exchanges
Social topic influence $claax #2, gold, market cap #553, $svm, in the, copper #1206, $btg, $wrn #2, the project, stocks #4825
Top accounts mentioned or mentioned by @milinkoeterno @markikn @valarian11 @silversanta @dondurrett @henrik115 @spreadbet @elmervo88 @vincentschulich @grtmarc @jonerlichman @recouso @specpunter @thewealthminer @wisdomofjustice @lovemesexy8 @stefanpiruk @korvhandlarn @fibsixone8 @refinedman2
Top assets mentioned Bitcoin Gold (BTG) Aris Water Solutions, Inc. (ARIS) Bitcoin (BTC) Allied Gold Corporation (AAUC) John Hancock Financial Opportunities Fund (BTO)
Top Social Posts
Top posts by engagements in the last [--] hours
"@adrig_iv $chng esta para meterle ya yo creo y una microcap con potencial @goodempire_"
X Link 2023-12-28T12:06Z [--] followers, [--] engagements
"Buenos resultados trimestrales de orezone parece que la produccin est aumentando y se van a cumplir las estimaciones. A estos precios del oro van a generar muchsimo FCF. Que opinas @ConquistaStonks"
X Link 2024-04-11T14:04Z [--] followers, [--] engagements
"@HMohedano_ @Gsnchez Pero lo han metido en el cfa level [--] Por lo que he leido es a partir del level [--] no O estoy confundido"
X Link 2024-05-28T07:30Z [---] followers, [--] engagements
"@Mark_IKN I agree at all with you but it is still cheap mark or no I believe yes if they keep creating FCF in Mali without problems and they succeed in the ramp ups of the new mines in the near future I think is pretty cheap (although the clear obvious negative q2 results)"
X Link 2024-08-09T19:36Z [---] followers, [---] engagements
"@Mark_IKN I know you probably dont care just i was explaining the point that B2gold is still trading at low multiple valuations because of mali and that the updates in namibia and filipinas are quite good. Some good investors are very into B2gold"
X Link 2024-08-09T20:18Z [---] followers, [---] engagements
"@DonDurrett thoughts on b2gold Managment decisions are frustating $BTG"
X Link 2025-01-22T21:59Z [---] followers, [---] engagements
"@inkulhelt @DonDurrett Usd"
X Link 2025-04-08T11:51Z [---] followers, [--] engagements
"@Valarian11 after lumina and cerrado (both i invested) i dont find any clears companies undervalued as much as them and being juniors/small caps do you know other ones now im invested in b2gold and adriatic mainly"
X Link 2025-05-12T09:54Z [---] followers, [---] engagements
"@Milinkoeterno @ElmerVO88 @korvhandlarn @DonDurrett I take it for sure taking into account risk is very good stock. But i prefer others for instance fresnillo. Same or better quality and lower multiples"
X Link 2025-05-15T20:58Z [---] followers, [--] engagements
"@ElmerVO88 @Milinkoeterno @korvhandlarn @DonDurrett Yes there are cheaper ones and for my investor profile i prefer those. But i mean for very big patrimonies fresnillo is not that bad because it has a very good risk reward profile"
X Link 2025-05-15T21:18Z [---] followers, [--] engagements
"@DonDurrett What do you think about Gold Royalty Corp Lot of expansion for the next years but is expensive in my opinion. And I dont like management earning huge salaries when they are lossing money $GROY"
X Link 2025-05-19T14:04Z [---] followers, [---] engagements
"@blindpig_1966 hi i saw you sold b2gold and you are specialized in geopolitics what are you seeing so danger in west africa thanks in advance i have a very big position in my mother portfolio in b2. Is my brother favourite stock but too risky for me. thanks in advance:)"
X Link 2025-05-25T21:55Z [---] followers, [--] engagements
"@ElmerVO88 totally agree before the acquisition and fresnillo price then i prefered fresnillo for a lot. But now Pan American Silver is way cheaper than fresnillo"
X Link 2025-05-28T18:32Z [---] followers, [---] engagements
"@ElmerVO88 What are your thougths about New equinox Is doing shitty numbers but is pretty cheap compared to peers. And problems are very stational not really sistematic"
X Link 2025-05-28T19:09Z [---] followers, [---] engagements
"@SargentoHighwa4 Aris Mining es mejor que West African Resources en risk reward (en mi opinion). chale un ojo si no la has checkeado"
X Link 2025-06-27T12:38Z [---] followers, [--] engagements
"@Valarian11 Bought at 1.35usd. Too cheap. Waiting for environmental submission and permission but if Mitsubishi has bought 5% the recent months if because the prob. of the ESE is very high"
X Link 2025-07-21T21:12Z [---] followers, [---] engagements
"@Wildstylez_ned Come on Would fit perfect for me for start investing im young"
X Link 2025-07-22T22:53Z [---] followers, [--] engagements
"@TheWealthMiner Good morning how you see Blackrock A2 Gold fund I have a big position for my parents on it with 90% profit. But I believe the risk/reward ratio now is worsen and is the moment to reduce the position but my brother no. I would appreciate your feedback if you want to share:)"
X Link 2025-07-24T12:01Z [---] followers, [--] engagements
"@FibSixOne8 I think the same. You cannot value accurately miners in just one graph. Its just funny that he keeps doing that linear OLS for that. I dont know why he keeps on thinking thats the way. A good investor knows to admit errors and he should do it"
X Link 2025-07-28T21:29Z [---] followers, [---] engagements
"@TheWealthMiner Yes that one. Because in spain you can move from one fund to another without paying taxes for capital gains because is a transfer to another fund. However with ETFs it doesnt work you have to pay taxes for transfers. Thanks for your answer maybe is time to reduce exposition"
X Link 2025-07-29T23:11Z [---] followers, [--] engagements
"@Mark_IKN Im on the boat. Very cheap. Btw how are your feelings now about b2gold mark For me yesterday news and their financial and growth profile for this year makes b2gold attractive. Seems to be ocurring an inflection point for the stock in my opinion"
X Link 2025-08-01T17:19Z [---] followers, [---] engagements
"@Mark_IKN B2gold could be"
X Link 2025-08-05T18:02Z [---] followers, [---] engagements
"@Mark_IKN For me the key differentiation factor stills be Cerro de Oro. If gets permitted=Minera lamos undervalued. If not=Underperform the sector. Did you ask about the permit process in that mine How secure they were about it on the call"
X Link 2025-08-07T20:00Z [---] followers, [----] engagements
"First development project: Lagoa Salgado. In Portugal a polymetalic project that enters into production in H2 [----]. Initial capex=106 mill. (FS) ✅ Production 45k ounces equ. of gold ✅ NPV at current prices would be around 300mill. ✅ 8/17"
X Link 2025-08-31T16:58Z [---] followers, [---] engagements
"How they are going to finance initial capex They have support from banks and UK Export Agency for 70% of the project. Rest can be equity/ operating cash flow from argentina(i hope) I believe they are able to fund with cash flows from argentina with no dilluation. ✅ 9/17"
X Link 2025-08-31T16:58Z [---] followers, [---] engagements
"So all the NPVS at current prices would be= 273+ 300mill. (approx from lagoa salgada)+16bill. from Mont Sorcier=23 bill. P/NAV=118/2300=005x Even without taking into account the production profile that is a KEY factor could be cheap only as a developer. ✅ 11/17"
X Link 2025-08-31T16:58Z [---] followers, [---] engagements
"Okey so potential production is 328k gold ounces in [----] for a company trading at 118mill not bad 12/17"
X Link 2025-08-31T16:58Z [---] followers, [---] engagements
"So where is the problem In management Their objectives are the same as the shareholders ones Management has around 12% of the company✅ CEO is very positioned in the stock ✅ 14/17"
X Link 2025-08-31T16:58Z [---] followers, [---] engagements
"Also in catalists is important to note the potential increase in reserves in argentina"
X Link 2025-08-31T17:46Z [---] followers, [---] engagements
"@Refinedman2 I mean the FCF itself is gonna be 0.But they generate crazy operating cash flow.But all cash is reinvested into the [--] development projects and paying debt. Thats one of the downsides. However is cheap.For instance B2gold hasnt generated FCF on the last [--] years due to investing"
X Link 2025-09-01T17:42Z [---] followers, [---] engagements
"@Refinedman2 But IMO you shouldnt buy this with a FCF multiple. You have to value the assets and see how is going to be Cerrado in [--] months with a lot cleaner balance sheet probable [--] years increase in mine life of argentina [--] feasibilities studies on track for q1 26"
X Link 2025-09-01T17:50Z [---] followers, [--] engagements
"@Mark_IKN Hi Mark I think b2gold is more or less at fair value you think im correct And i have seen Allied Gold very cheap in some metrics recently you think it can generate some alpha Gracias de antemano agradezco tu opinin si te apetece compartirla:)"
X Link 2025-09-15T11:20Z [---] followers, [---] engagements
"@daytr_1 although they dont have the best assets the mispricing was absurd. And make no sense the market cap for the [--] production. Add to this a very good technical setup. and the party starts"
X Link 2025-10-06T14:50Z [---] followers, [--] engagements
"Technical report from Bolivia. Gold is here at [----] per oz. If we use today price we put a bit of inflacin in costs can give us around [---] mill. In FCF per year. Only Bolivia. Later add sable production in Spain. Crazy cheap although Bolivia only [--] yr. $orv.to"
X Link 2025-10-06T18:01Z [---] followers, [---] engagements
"@Henrik115 True. Taguas seems very promising. For that and with the cash we need to drill as fast as possible and advance the project in the fastest way. We have the cash to pay for everything in [--] year instead of dividing in [--] years"
X Link 2025-10-06T20:59Z [---] followers, [--] engagements
"@Valarian11 Hi Valarian. How do you see Silvercorp I believe is pretty cheap for the quality of the company and the growth projects. If they buy out New Pacific Metals they might be trading at almost [--] billion dollars imho. $SVM"
X Link 2025-10-08T09:04Z [---] followers, [---] engagements
"@Valarian11 True I believe is one (or even the best) option for "conservative" positions in silver. There are not cheaper than this"
X Link 2025-10-08T09:25Z [---] followers, [--] engagements
"@Valarian11 Not joke I think you are one the best investors in mining world of X from my point of view. Your way of valuing stocks is one of the most objectives ones. Thanks for your work"
X Link 2025-10-08T14:18Z [---] followers, [--] engagements
"I am gonna start to be more online on X. Silvercorp $SVM is the cheapest mid tier silver producer. I have load a lot of shares for my family account. Too cheap and they acquire New Pacific. Incredible history just need momentum this is gonna change fast in my opinion"
X Link 2025-10-08T14:21Z [---] followers, [---] engagements
"@Vincentschulich @GrtMarc @Silver__Santa @Milinkoeterno @Henrik115 @WisdomOfJustice But you are forgetting metallurgy and more things. Argentina would be a very profitable mine. Orovalle mine is quality. They had some problems on it but not few resources for this market cap. And Bolivia is the low quality one but profitable. Maybe they expand 2/3 years more"
X Link 2025-10-08T15:12Z [---] followers, [--] engagements
"@Vincentschulich @Milinkoeterno @GrtMarc @Silver__Santa @Henrik115 @WisdomOfJustice False. They make good money in Orovalle. What are you saying Always you have to see the things in relative terms in relation with the market cap EV and so on. You are forgeting that. Maybe they generate at this price [--] mill. FCF at orovalle level mine for a [---] mill. company"
X Link 2025-10-08T15:49Z [---] followers, [--] engagements
"@Yux_ @Mark_IKN True. In the short term could be more atractive but is a very good risk/reward position in the medium term and I like copper and precious metals. Interesting story"
X Link 2025-10-13T14:38Z [---] followers, [--] engagements
"Copper was the place to be also. Some people have forgotten of it. I am invested on $WRN with an interesting stake there since the price was in 12$. CHART OF THE DAY: Copper prices rise to an all-time high (above $11500 per metric ton) driven by multiple supply disruptions and a rush to shift copper into the US due to tariffs depleting supply from the rest of the world https://t.co/4EOgiCMMgW CHART OF THE DAY: Copper prices rise to an all-time high (above $11500 per metric ton) driven by multiple supply disruptions and a rush to shift copper into the US due to tariffs depleting supply from"
X Link 2025-12-04T09:21Z [---] followers, [---] engagements
"@NotoriousBaggie i am thinking in moving it to b2gold now is incredibliy cheap but lumina gold still very very cheap for this market cap so i probably mantain it"
X Link 2025-02-12T19:00Z [---] followers, [---] engagements
"If there have been good moments to buy $BTG now is the best with the expected FCF of THIS year b2gold is trading at [---] fcf multiples incredible. I repeat this year you dont have to wait. Even without mali b2gold is trading cheaper than its peers. Buy $btg calls now"
X Link 2025-02-14T13:05Z [---] followers, [---] engagements
"Of course we have the huge prepaid gold expenses this year that was a very bad decision from managment team but price still very very cheap although that"
X Link 2025-02-14T16:18Z [---] followers, [--] engagements
"Supposse price of gold still around [----] or so with a conservative FCF margin of 1000$ per oz. In [----] they are going to produce [--] million ounces (or even more). 1200000*1000$margin=1.2billion$ of FCF in [----]. Market cap=3.4 billion and 300m. cash EV/FCF=3.1/1.2=2.58 multiple"
X Link 2025-02-14T16:25Z [---] followers, [--] engagements
"@TheChabinator @DonDurrett but they are losing money due to the foreign fx rate or what"
X Link 2025-02-26T00:03Z [---] followers, [--] engagements
"When people are going to wake up and see how cheap is Cerrado Gold FCF of [--] million at current prices. [--] years of life(are gonna get extended+2 incredible projects. One with low capex open pit it gonna get constructed75mill ebitda from [----]. Market cap is 24mill. $cert.v"
X Link 2025-03-11T10:47Z [---] followers, [---] engagements
"@croninpd totally correct paul. i am convincing my father to amplify the position in adriatic metals. too cheap i dont understand investors. also going to buy fresnillo and a bit of b2gold. i hope everything is going good for you aside to adriatic"
X Link 2025-04-06T21:25Z [---] followers, [----] engagements
"B2gold is another incredible firm to buy. FCF ratio for [----] around 3x. No debt. [---] cash. Good managment focus on shareholders. If they are able to operate Mali a few years more the FCF generated from that would improve masively the B/S the stock would fly @DonDurrett"
X Link 2025-04-08T06:39Z [---] followers, [---] engagements
"Starting to follow equinox. too fucking cheap. I know is having problems but how is when you have to buy. 42bill. market cap. Around 3x EV/FCFE2027. So the problem is in resources country or management NO and NO.22mill.oz tier1 jurisdictions and 70% institutional @DonDurrett"
X Link 2025-05-26T20:39Z [---] followers, [--] engagements
"Why Equinox Gold is too cheapPast huge diluation. Turnaround pointYES.Equinox will be generating around 15bill of FCF in [----]. EV(new equinox)/FCF2027=47x This is a senior producer with 54% of production in Canada where is the premium When they reduce debt slowly this fly"
X Link 2025-06-05T07:37Z [---] followers, [---] engagements
"@YellowLabLife You dont think the discount to WRN is due to be in earlier stages (PEA vs FS). And also if I am not wrong the NPV of $WRN is higher than in the surge slide. Willing to hear your thoughts and feedback:) I learn a lot from your posts"
X Link 2025-07-30T09:44Z [---] followers, [---] engagements
"Okey so lets take a lot dipper into Cerrado Gold ✅ $cert.v $cert Lets start the 🧵 1/17"
X Link 2025-08-31T16:58Z [---] followers, [----] engagements
"@Valarian11 True I bought at 6$ Aris. And now Allied is the cheapest one by far. I wanted to buy calls but I believe they dont have"
X Link 2025-09-06T19:07Z [---] followers, [---] engagements
"@Vincentschulich @Milinkoeterno @GrtMarc @Silver__Santa @Henrik115 @WisdomOfJustice It doesnt matter i dont gonna loss more time. If you dont know to put things into context is your problem. Have a nice day"
X Link 2025-10-08T16:08Z [---] followers, [--] engagements
"$orv.to is still a nosense stock if they meet guidance. Appart from a lot of gold and copper they produce almost 1mill. Silver ounces. And you have trading at similar market cap silver storm producing [--] mill. Ag equivalent. In orvana you get 1/3 of it for "free" extra"
X Link 2025-10-10T14:13Z [---] followers, [---] engagements
"@Henrik115 @Amstal2 True. Thats why I prefer Silvercorp. Take a look into it"
X Link 2025-10-21T21:03Z [---] followers, [---] engagements
"@Henrik115 @Amstal2 I started cheking it [--] month ago. Already bought a lot for my family. [--] mill oz equ. Of silver at [--] AISC Very low operating expenses [---] mill. Reserves silver in china [--] very good development assets on ecuador Good management Potential CHEAP M&A EV 1bill. Usd"
X Link 2025-10-21T21:10Z [---] followers, [---] engagements
"What a beauty waking up and watching argentinian news Lets go Milei lets wake up all the Hispanic world. Spain and South America we are brothers and I want their success. Their potential is massive"
X Link 2025-10-27T06:24Z [---] followers, [--] engagements
"Aris Mining is a gold miner with [--] mines. [--] mines producing and [--] developing in Colombia [--] mine developing in Guyana VERY LONG LIFE MINES The company in terms of P/NAV is very CHEAP but in cash flow terms 2/10"
X Link 2025-10-29T18:17Z [---] followers, [---] engagements
"Soto Norte Mine: This mine would be incredible to build it. However the government of Colombia make the zone protected for [--] year more and they have to wait for potential permits. They have 51% of it BUT WATCH the picture the numbers ARE CRAZY REMEMBER THE MARKET CAP 7/10"
X Link 2025-10-29T18:18Z [---] followers, [--] engagements
"Now the last mine: Toropar on Guyana They released the PEA yesterday. Initial CAPEX: [---] million AISC:1200$ [--] years mine life JUST SEE THE PICTURE I DONT NEED TO SPEAK. 8/10"
X Link 2025-10-29T18:18Z [---] followers, [--] engagements
"@BradleyAve30181 Hi Bradley What you mean by 45% 45% increase in your position Because the stock has not run or its a joke Hope you like the little resume post about Aris"
X Link 2025-10-30T07:00Z [---] followers, [--] engagements
"@lovemesexy8 What are your thoughts about this event The risk is increasing Or just the same events You think the government has enough military power to fight this"
X Link 2025-10-31T18:56Z [---] followers, [--] engagements
"@lovemesexy8 Same. I believe I have to take a deep dive into Mali. Their military expenditure power where the yihadists are and so on. Thanks a lot for you words. I follow you from a year or so. I like your analysis. Do you work in finance/investment world"
X Link 2025-10-31T22:46Z [---] followers, [--] engagements
"If you want the best geopolitical updates on Africa and specifically now on Mali follow @cecild84 He gives the reality situation and explains that Mali is not falling. I am very bullish on B2gold and Allied Gold $BTG $AUUC"
X Link 2025-11-04T16:33Z [---] followers, [---] engagements
"$CDE has bought $NGD for [--] billion and [--] million ounces of gold (reserves+resources) but $FRES is only paying [---] million for [--] million indicated ounces on the ground. Different contexts. However it is very clear which one has done correctly any that is Fresnillo"
X Link 2025-11-04T22:51Z [---] followers, [---] engagements
"@SemperVigilant1 Why when you have cheaper options imo Such as $SVM that imo is very attractive now if you want exposure to silver"
X Link 2025-11-04T22:52Z [---] followers, [---] engagements
"I still consider $SVM one of the best silver plays on the space. It is very cheap due to China. Overrated risk imo. There [--] development mines in Ecuador are very interesing and the potential buyout of New Pacific Metals $NUAG makes $SVM very interesting. What are your thoughts"
X Link 2025-11-05T09:24Z [---] followers, [---] engagements
"@latinmines I like them. Better business model than the mines. However I find more leverage on Ecora Resources. Lot of potential in that company. What are your thoughts on $ECOR.L"
X Link 2025-11-05T09:35Z [---] followers, [--] engagements
"$NEXG.V is a very interesting name if you want a quality junior for a reasonable price. Market Cap is [---] million usd for a 200k potential producer. And now you are bulling after the capital raise so is a very good entry point"
X Link 2025-11-05T09:43Z [---] followers, [---] engagements
"@BakkenShale Yes there are a lot of very cheap miners now such as B2gold in this case. But a lot more. Very good opportunities at this moment IMO"
X Link 2025-11-05T18:56Z [---] followers, [---] engagements
"@bozkaschi For me a company that trades at that market cap and generates only this fcf is not cheap although they are a premium company. Please check the history of $SVM imo is one of the best risk reward choice in the silver world"
X Link 2025-11-05T21:08Z [---] followers, [---] engagements
"@LaurenceRHunt @BanyanGold True high quality option for buying a developer. I like also in North America Western Copper and Gold Corp and Nexgold. $WRN $NEXG.V"
X Link 2025-11-05T21:16Z [---] followers, [---] engagements
"@Valarian11 In [----] the can be producing around 900k ounces of gold and the market cap is [--] billion usd. Also they have around 87% average property on their mines. Put 780k instead of 900k is still too cheap"
X Link 2025-11-06T08:26Z [---] followers, [--] engagements
"@DavidStamenov I dont think is a problem I believe with the optimisized FS they are going to get the permit. Just a matter of time. And the project is categorised as national interest. And the Canada project seems very good too"
X Link 2025-11-06T13:10Z [---] followers, [--] engagements
"My B2Gold calls are 15% in negative. $BTG However if there has been moments in which B2gold has been cheap is NOW. I think this is going to be a turning point such in the case of $EQX"
X Link 2025-11-06T15:02Z [---] followers, [---] engagements
"B2gold is going to run hard $BTG"
X Link 2025-11-06T22:32Z [---] followers, [---] engagements
"$orv.to making very good steps. No dilution increasing equity. Only taking debt and leverage in order to increase the return on equity that we will see the stock price fly over the time. Very good step from management. ORVANA ANNOUNCES US$25 MILLION PREPAYMENT AND OFFTAKE AGREEMENTS WITH TRAFIGURA - $ORV.TO CEOCA Breaking News https://t.co/fMDJ5p7QZa ORVANA ANNOUNCES US$25 MILLION PREPAYMENT AND OFFTAKE AGREEMENTS WITH TRAFIGURA - $ORV.TO CEOCA Breaking News https://t.co/fMDJ5p7QZa"
X Link 2025-11-07T13:21Z [---] followers, [---] engagements
"One of the first in discovering Orvana Minerals. If you want new new gems like that wait because I will publish some very soon $orv.to @daytr_1 Check Orvana Minerals. [--] mill usd market cap $ORV.V https://t.co/in36iivGnM @daytr_1 Check Orvana Minerals. [--] mill usd market cap $ORV.V https://t.co/in36iivGnM"
X Link 2025-11-07T13:42Z [---] followers, [---] engagements
"@Spread_Bet @Vince_Stanzione For me the stock is too cheap. I believe this fall is too much. Mali is high risk of course but I think they are going to continue producing there and generate some cash. If we add the rest their investments is very cheap for me"
X Link 2025-11-07T14:51Z [---] followers, [--] engagements
"@Spread_Bet Yes. But is because is a lot from my portfolio. I have [--] years old so with my money I take high risk. As is a considerable % of my portfolio I took the conservative ones. And as you said market is not giving any premium for time. Good opportunity in those maturities imo"
X Link 2025-11-07T15:37Z [---] followers, [--] engagements
"@Spread_Bet Risk bet from your part but if Fekola keep running you are going to win a lot. Intensive capex [--] years are going to finish after H1 2026"
X Link 2025-11-07T16:03Z [---] followers, [--] engagements
"@Spread_Bet Yeap but I study finance. I like a lot your options. Altyn Gold is incredible imo. I like the same type of investment thesis. From developers I like [--] options Western Copper and Gold Corp $WRN and Boab Metals. Take a look into them"
X Link 2025-11-07T16:06Z [---] followers, [---] engagements
"At final [--] $SVM starts with El Domo producing in Ecuador. Around 55k gold eq ounces at less than 1000$ AISC. Capex mostly funded by Wheaton. Only [--] millions funded by Silvercorp. Not a lot but they allocate the capital very cheaply and they are very profitable"
X Link 2025-11-07T23:22Z [---] followers, [---] engagements
"Btw I dont talk that much of Minera Alamos but I hold it in my family portfolio. Very good risk/reward stock as West Red Lake Gold $WRLG.V $MAI.V Less speculative than others but very good juniors producers"
X Link 2025-11-07T23:56Z [---] followers, [---] engagements
"@cecild84 Yes. I follow B2gold and I believe they are providing very good taxes for Mali development. However dont you think that the new mining code can difficult some future taxes revenue because FDI is difficulted Or is better keeping the metals for Mali Appreciate your posts :)"
X Link 2025-11-08T12:17Z [---] followers, [---] engagements
"@Mark_IKN True has been a disaster for current shareholders. But I wasnt one so now I find cheap B2Gold and a good buy opportunity in my opinion"
X Link 2025-11-08T13:33Z [---] followers, [---] engagements
"$B potential spin out can be one of the causes by which the stock price of Barrick has gone up. Its clear that Barrick was a bit cheaper than its peers but the massive run is no just that. The potential spin out and divest from big assets have make it attractive now 1/2"
X Link 2025-11-17T21:31Z [---] followers, [---] engagements
"Now this potential restructuring is going to increase the attraction of barrick mining for risk averse and risk lover investors. Now the company would address better the risk profiles of investors I believe. However I prefer some other mid-cap stocks imho 2/2"
X Link 2025-11-17T21:31Z [---] followers, [--] engagements
"My [--] personal inspirations/idols in [--] picture. Cristiano Ronaldo and Elon Musk. The picture that wins the day. https://t.co/QXDRN8qWio The picture that wins the day. https://t.co/QXDRN8qWio"
X Link 2025-11-19T15:10Z [---] followers, [---] engagements
"@GsawickiSawicki Yes can be because of that probably. Yesterday event is good news for permitting Soto Norte but very difficult to permit"
X Link 2025-11-20T13:51Z [---] followers, [--] engagements
"@jtourzan Yes looks very interesting. However looking in detail: Horrible silver stream negative EBITDA from smelting and uncontrolled operating expenses. At final it gonna depends totally on zinc price imho"
X Link 2025-12-02T08:34Z [---] followers, [---] engagements
"Was very clear how cheap was Silvercorp Metals. This is going higher. $SVM Love the quality of the stock and the management. I still consider $SVM one of the best silver plays on the space. It is very cheap due to China. Overrated risk imo. There [--] development mines in Ecuador are very interesing and the potential buyout of New Pacific Metals $NUAG makes $SVM very interesting. What are your thoughts I still consider $SVM one of the best silver plays on the space. It is very cheap due to China. Overrated risk imo. There [--] development mines in Ecuador are very interesing and the potential"
X Link 2025-12-05T18:08Z [---] followers, [---] engagements
"@Valarian11 Good News for $LGO"
X Link 2025-12-07T11:51Z [---] followers, [---] engagements
"@GoldForecast Same valuations are valuations. No matter if the graph is like a bubble. For instance Altyn Gold is a very clear example"
X Link 2025-12-11T15:28Z [---] followers, [---] engagements
"@squeezestreet @R9414000 For buying options For sure yes imo. In silver I prefer Silvercorp metals or andean precious metals for buying the stock itself. I bought both Lower than today prices"
X Link 2025-12-11T15:40Z [---] followers, [--] engagements
"@Valarian11 Lets go Was so clear and the upside is more. AISC Margin [--] mill oz (60-12)=400 mill 55k from Ecuador at [----] AISC [---] mill [---] mill in cash+investment in $NUAG Incredible capital allocation efficiency+ VERY LOW OPEX [--] bill usd market cap $SVM"
X Link 2025-12-15T20:37Z [---] followers, [---] engagements
"@R9414000 @nowhereInVoid @B2GoldCorp Thanks. but also was in the presentation of november i believe but i am not sure. For saying I am not selling just "complaining" about delays. But i will hold for sure"
X Link 2025-12-17T18:14Z [---] followers, [--] engagements
"@calvinfroedge Spain has done a good job this year also. It is because most of the index is weighted by spanish banks that have rallied too much. The rest of industries hadnt outperform that much"
X Link 2025-12-21T20:22Z [---] followers, [---] engagements
"@FibSixOne8 yeap miners are becoming even cheaper in value. Gold at [----] and silver at [--] and their are dropping. Matter of time financial reports disclosure to see how cheap some of them are"
X Link 2026-01-02T17:17Z [---] followers, [---] engagements
"At the moment my portfolio is 100% full in tungsten stock EQ Resources I had the feeling that gold miners were going to underperform these days if gold decreases a bit and is happening. However if silver/gold miners continue to drop i will shift fast my $EQR.AX shares"
X Link 2026-01-02T17:19Z [---] followers, [---] engagements
"Good news for Venezuela people. Happy for the people there. However in order that this happen: what promises Maria Corina has made to Trump about its natural resources without asking Venezuela people. 🚨 HOW THE U.S. LIKELY CAPTURED MADURO: INSIDE THE SPECIAL OPS HELICOPTER STRIKES ON CARACAS Hours ago the U.S. launched a coordinated special operations raid into Caracas Venezuela using MH-47G Chinook and MH-60 Black Hawk helicopters from the elite 160th Special https://t.co/gkSipDhwdF 🚨 HOW THE U.S. LIKELY CAPTURED MADURO: INSIDE THE SPECIAL OPS HELICOPTER STRIKES ON CARACAS Hours ago the"
X Link 2026-01-03T10:33Z [---] followers, [---] engagements
"For the people that are insulting me and misunderstanding my message: I am completely happy that NOW the venezuelan people are free they can develop their country now. Is a good new. I was just trying to question what has maria corina promised to the US that uncertainty"
X Link 2026-01-03T10:39Z [---] followers, [--] engagements
"I was the one who uncover Orvana Minerals $ORV.TO to the rest when nobody knew it. I will uncover another gem this week. Similar potential in the short term for me. BE PREPARED any follow i will appreciate. I have to form my position this monday. i will publish a detailed post. @Silver__Santa Check Orvana Minerals. Is trading at [--] mill. Usd. It doesnt make sense for [----] production. One mine life is [--] years and the other [--] years. NO SENSE the market cap. Typical stock that runs hard in short term. $ORV.V https://t.co/awKVL0lO6I @Silver__Santa Check Orvana Minerals. Is trading at [--] mill."
X Link 2026-01-03T20:06Z [---] followers, [----] engagements
"I going to say only that the EV is 1/3 of the AISC total margin of the company in [--] year. Not joking or making fomo for nothing"
X Link 2026-01-03T20:07Z [---] followers, [---] engagements
"@GP_stonks yeap dont like it that much. I mean it could run a bit but the resources are disgusting. But if they produce what they say they will need to use the cash very smartly later to invest in another thing"
X Link 2026-01-03T20:15Z [---] followers, [---] engagements
"2027 is going to be even better for this stock the company has a potential for doing x2 in production. Imagine how is [----] if the company in [----] is EV/FCF=05x CRAZY This is crazy Is not an easy stock to analyse and take the data from their reports and so on"
X Link 2026-01-04T14:34Z [---] followers, [----] engagements
"This mine is also being mined undeground but lower output and is already included in the upper numbers. The reserve average g/t is a lot higher than the processed one. More depth higher grade ore to mine. Is a matter of time to increase production a lot. 6/n"
X Link 2026-01-06T19:05Z [---] followers, [---] engagements
"Lets start with Mujin Mine. It has been acquired in April [--]. Their net ownership is 34%. And the annual production rate is 275tpd at 12g/t. However current reserves avg. grade is [--] g/t and they want to expand the processing mine to 900tpd. Grade x3+processx3=9x production"
X Link 2026-01-06T19:05Z [---] followers, [---] engagements
"We will see how $MSJ open today but in very short term the EV should at least double. At least"
X Link 2026-01-07T13:26Z [---] followers, [---] engagements
"After H1 [----] the net cash attribuable of $MSJ is going to be around [--] million and the market cap of the company is still [---] million. Is a matter of time imagine june [----] the EV of Majestic Gold at [--] million usd producing 23k at 1000$ aisc and 56k in [--] at 1000$. CHEAP"
X Link 2026-01-07T13:55Z [---] followers, [----] engagements
"$MSJ is going to move. Is matter of days imo. This is too cheap for me. Shouldnt be trading at this market cap and the technical analysis looks pretty good. People accumulating positions. The guys that wanted to sell in the range they have already sell the shares. DYODD After H1 [----] the net cash attribuable of $MSJ is going to be around [--] million and the market cap of the company is still [---] million. Is a matter of time imagine june [----] the EV of Majestic Gold at [--] million usd producing 23k at 1000$ aisc and 56k in [--] at 1000$. CHEAP After H1 [----] the net cash attribuable of $MSJ is"
X Link 2026-01-07T14:01Z [---] followers, [---] engagements
"I am chill $MJS is a matter of time that the stock moves. I repeat: EV=65 million usd AISC MARGIN: [----] is [--] million usd [----] is [---] million usd While that its EV is going to keep reducing to very interesting levels. I am very calmed"
X Link 2026-01-07T15:22Z [---] followers, [----] engagements
"@FredKosters @GoldForecast Yes I have a position on Aris Mining. Today is too cheap the stock but overprrforming that much in such day is crazy"
X Link 2026-01-07T18:06Z [---] followers, [---] engagements
"I had this answer from the management. I am feeling even more bullish now. I believe they now the share price is punished due to lack of communication/100% china exposition. They want to change this to not loss this bull market opportunity. BULLISH $MJS For the people that dont like $MJS risk. This is [--] answers I get from the management for improving the main concerns of shareholders (imo). [--]. M&A is going to be done out of China. IMPORTANT POINT [--]. Shareholder communication is an area in which they want to focus on https://t.co/iIZseLYLtI For the people that dont like $MJS risk. This is 2"
X Link 2026-01-08T09:05Z [---] followers, [----] engagements
"Miners lagging today we need a bit of calm some stocks are getting very very cheap"
X Link 2026-01-08T16:40Z [---] followers, [---] engagements
"@Silver__Santa @adam702989 Is. Everybody has to have some stocks to have some diversification. But country diversification also can be interesting although china can be risky but higher potential return"
X Link 2026-01-08T18:30Z [---] followers, [---] engagements
"@CompoundingEV @Milinkoeterno @Silver__Santa [--] production access to higher grades zones in their main mine. Production in Mujin can be lower. Of course but that is only 13k ounces variable. Imagine if its half of it. Its 50k ounces still. AISC has been higher this quarter but is going to come back to that level"
X Link 2026-01-09T15:16Z [---] followers, [---] engagements
"@CompoundingEV @Milinkoeterno @Silver__Santa And they access to higher grades zones AISC go done( although inflation and so on)"
X Link 2026-01-09T15:18Z [---] followers, [--] engagements
"Btw and VERY IMPORTANT: Majestic Gold has [--] million on Canada bank (not on Persistence stock) while all the liabilities are on persistence resources so the stake could be valued even more NPV of the stock isa lot higher than current EV. At the same time Majestic Gold stake in Hong Kong is valued at [---] million. This is a very clear bet $MJS NPV of the stock isa lot higher than current EV. At the same time Majestic Gold stake in Hong Kong is valued at [---] million. This is a very clear bet $MJS"
X Link 2026-01-09T23:25Z [---] followers, [---] engagements
"Nice explanation from @Silver__Santa for Majestic Gold. Imagine now with the cash they have on china they consolidate the 100% of the mines and with the cash on hong kong they get another producing mine. Remember they have lot of cash. They could move to 100k ounces in [--] $MJS $MJS.V - MAJESTIC GOLD NPV10 shows a X6.6 Upside for MJS. Conditions: + Current Gold price remains stable. + The Gold grade in Songjiagou doubles from [----] GT in [----] to [----] GT in [----] (likely as they are going to mine the lower levels that are high grade [----] - [----] GT) + https://t.co/FmxfXSzqfk $MJS.V - MAJESTIC GOLD"
X Link 2026-01-11T17:33Z [---] followers, [----] engagements
"The logical step in m&a for $SVM is consolidating their El Domo mine in Ecuador the one coming online in q4 [--]. They own 75% of the JV so they might use their cash to consolidate the other 25% that is on hands of Salazar Resources $SRL.V Would cost around [--] mill usd imo"
X Link 2026-01-12T12:12Z [---] followers, [---] engagements
"Furthermore. Silvercorp management is incredible. They use the capital very smartly and you are going to see very small capex figures in their financials. Incredible capital allocation"
X Link 2026-01-12T12:13Z [---] followers, [---] engagements
"This is a very positive scenario but can be totally real. If they consolidate full ownership of the mines in china+m&a other country with capital on persistence resources they could move fastly to 100k atribuable in [----]. You have to wait because they have the cash. $MJS Nice explanation from @Silver__Santa for Majestic Gold. Imagine now with the cash they have on china they consolidate the 100% of the mines and with the cash on hong kong they get another producing mine. Remember they have lot of cash. They could move to 100k ounces in [--] $MJS Nice explanation from @Silver__Santa for Majestic"
X Link 2026-01-12T12:20Z [---] followers, [---] engagements
"@Valarian11 how much could be the NAV of the chinese mine [--] billions usd at current prices or even more. Add another [---] bill usd in the projects of Ecuador. EV/NAV=1500/7500=02x or so. One producing mine the other fully financed and the other only 250mill. capex. TOO CHEAP"
X Link 2026-01-12T12:24Z [---] followers, [---] engagements
"Very true Valarian. I dont understand why people dont follow this stock. For me is a no sense in terms of valuation $SVM Silvercorp metals $SVM The blue arrow hints that Silvercorp is now 3x undervalued to what it's supposed to be in an euphoric miner market. $25-30 target should be within reach. https://t.co/IFtSLB90JT Silvercorp metals $SVM The blue arrow hints that Silvercorp is now 3x undervalued to what it's supposed to be in an euphoric miner market. $25-30 target should be within reach. https://t.co/IFtSLB90JT"
X Link 2026-01-12T14:45Z [---] followers, [---] engagements
"@Valarian11 Yeah too cheap. New Pacific Metals acquisition would me magic but it is difficult to pay that much for $SVM"
X Link 2026-01-12T14:46Z [---] followers, [---] engagements
"$MJS still cheap for me it can run more today"
X Link 2026-01-12T14:59Z [---] followers, [---] engagements
"$MJS is currently in [---]. I believe the stock is getting more fairly valued with the actual fundamentals of the firm. If they deliver doing great acquisitions the production could increase a lot and the valuation also. But at these levels is better valued the stock"
X Link 2026-01-12T19:10Z [---] followers, [---] engagements
"@LakeErie0 Yes is a very cheap acquisition for Silvercorp is ideal"
X Link 2026-01-12T22:45Z [---] followers, [--] engagements
"@StefanPiruk Commodities small market cap stocks is crazy there are too many inefficiencies is a fucking no sense. And I dont say this for this stock is in general. I hadnt seen this in other market appart from commodities"
X Link 2026-01-13T12:00Z [---] followers, [---] engagements
"Okey now you are seeing: Very cheap project in P/NAV at a very advanced stage starting construction no sense this valuation for such a large project. But philiphines is special: There is required having 60% ownership of a local investor and the rest 40% for $CLA.AX"
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"But maybe $CLA.AX is able to obtain a better deal they are talking with a lot of interested investors. Even the public fund (MIC on slide)of Philiphines is very interested on the project. Even the CEO of MIC is explaining how well $CLA.AX is doing the advancement of the project"
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"With that low capex the payback of the project is very very fast. Now imagine this optimistic scenario: They gave the 60% ownership to a local investor for funding the capex. (Could be possible as the payback of full capex for the investor with their 60% would be [---] years or so"
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"So Celsius Resources would keep 40% of 90k ounces of gold equ. at an AISC of 1500$ or so. That would be 36k ounces and at 4500$ the AISC margin is [---] mill usd for a [--] million company with huge mine life ( potential to increase production) without taking no diluation for capex"
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"The other situtation is they mantain more ownership of the mine while financing their part of capex or so but with a line of credit in very good terms without diluting shareholders. The point of $CLA.AX is that they can get to production without diluting"
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"Very probable catalysts on January [----] to awake the people of Celsius Resources: -Feasibility Study and FEED program -Construction starts -Project funding closed (they are receiving a lot of offers lot of interest on it.)"
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"This project alone justifies a increase in the share price imo but we have another project with a large MRE. They are waiting for permits to start advancing the project. This project has around [---] mill ounces of gold equivalent (mostly inferred). Comes as extra for "free""
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"I think this is too cheap and short term probable positive catalysts coming on January. This should rerate fast. Please DYODD dont buy this because you believe the rest are going to buy it. Buy it because you feel the company is cheap understand the numbers and the thesis"
X Link 2026-01-14T19:01Z [---] followers, [---] engagements
"Another 10% increase in Celsius Resources share price today $CLA.AX Not sure but i wll wait with calm for it. I believe here the rerate is at the same time short term and medium term. In the case of Majestic Gold was more short term focused"
X Link 2026-01-14T20:22Z [---] followers, [---] engagements
"Another 5% day in $CLA.AX X4 Average Volume (like these past few days) People are accumulating imho"
X Link 2026-01-15T13:08Z [---] followers, [---] engagements
"$CLA.AX easy stock to hold. Another funny day"
X Link 2026-01-15T19:58Z [---] followers, [---] engagements
"Silvercorp Metals $SVM 6% up today Not the typical results. Increase in 15% processed tonnes year to year. And compared with the last quarter the improvement has been even better"
X Link 2026-01-16T17:08Z [---] followers, [---] engagements
"@isaac314159265 It is not the case Isaac lot of silver to take out from that mine"
X Link 2026-01-16T21:35Z [---] followers, [--] engagements
"$mai.v I bought at [---] before the crash. Was an error I bought the fomo there was no margin of safety ( my main driver on investing). I learned from the error. But I bought a lot also on [----] and I keep holding it. I TOTALLY agree with @GavMcCracken"
X Link 2026-01-17T14:14Z [---] followers, [---] engagements
"Btw I invested a bit for a friend in $WRLG.V Bought at [---] [--] months ago or so dont remember exactly. I sell it at [---] this week as there is a lot of uncertainty in that mine and is really difficult to operate it. Happy with the return and moving to other better r/r plays"
X Link 2026-01-17T14:36Z [---] followers, [---] engagements
"$CLA.AX is the clear example of inneficiencies: [--]. When they are realising the "incredible" drilling results: Same market cap as now-58 mill AUD [--]. When they are finalizing the difficult process of funding permitting (now is fully permitted) FEED and FS-65 mill AUD 1/2"
X Link 2026-01-17T16:05Z [---] followers, [----] engagements
"This message is savage. He is lossing his mind. Trump has stopped a lot of wars true. But with a lot of fear I dont know how sustainable these peaces are going to last into the time when Trump is not in power. Difficult to say. Trump is really going to start WW3 because he didnt win a stupid prize. https://t.co/XDkPbJIItN Trump is really going to start WW3 because he didnt win a stupid prize. https://t.co/XDkPbJIItN"
X Link 2026-01-19T10:42Z [---] followers, [---] engagements
"I have been checking ASX stocks today and found some interesting stuff. Btw confirmed to me that $CLA.AX is one of the cheapest options. But there are other interesting developers. I have found some stocks that I will share as I do a detailed DD on them"
X Link 2026-01-19T13:25Z [---] followers, [---] engagements
"@Valarian11 Yeah totally true. And bringing Condor with 250mill initial capex+Kyrguistan assets for [---] mill initial capex They have incredible NPV to Capex ratios"
X Link 2026-01-20T16:06Z [---] followers, [--] engagements
"I hope the smart people are reading the lines of $SVM deal and what means for 60% stake valuation of $CLA.AX After this deal it is more clear how much would be valued more or less $cla.ax MCB copper-gold project 1/n"
X Link 2026-01-20T18:40Z [---] followers, [----] engagements
"What is very important in these "shit" legislations is the payback . They want a fast payback and the "extra" production years come for "free". The project in Kyrguistan has a similar payback compared with MCB project. 2/n"
X Link 2026-01-20T18:40Z [---] followers, [---] engagements
"Imagine if the 60% is valued at [---] as kyrguistan project. Not that strange. Although a lower annual production- Better quality MRE Lot more reserves A considerable better jurisdiction that Kyrguistan More advanced project while discrepancies on kyrguistan eco. studies 3/n"
X Link 2026-01-20T18:40Z [---] followers, [---] engagements
"I know is copper and not gold. Just I wanted to make it easy. But if they sell the 60% of the project for that same [---] mill usd they will fund their part of capex for free and they will start in final [--] receiving 40% production of a tier [--] mine. 4/n"
X Link 2026-01-20T18:40Z [---] followers, [---] engagements
"Do you think is logical having a [--] mill usd market cap while this 70% has been sold for [---] mill usd in total Is a very very clear inneficiency in my view. I finish the thread with this"
X Link 2026-01-20T18:40Z [---] followers, [---] engagements
"@cluffy82 I mean they could make the deal easily but I dont know if they the potential 40% stake (rest JV 60% philiphines investor) is enough for them. Not sure about that the production could be too small for them. And firstly they should acquire salazar resources before that"
X Link 2026-01-20T19:46Z [---] followers, [--] engagements
"@cluffy82 But is too cheap if they are able to make a better deal with the philiphines investor it could be interesting for Silvercorp because the project is too cheap. But not really sure what is their next step. They should buy $cla.ax and Salazar Resources no matter which is first"
X Link 2026-01-20T19:47Z [---] followers, [---] engagements
"Celsius Resources had some fun yesterday $cla.ax But one tick is 5% movement so this increase in price is not very important can be just volatility or that people are waking up on the value of the stock"
X Link 2026-01-21T09:57Z [---] followers, [---] engagements
"Not bad start of the year Very happy I concentrate a lot into my conviction positions and move fast (lot of times too early). Matter of time"
X Link 2026-01-21T11:52Z [---] followers, [---] engagements
"For developers focus on P/NAV metric and how much is advanced the project. For producers: Focus on AISC margin EV to FCF P/FCF production growth and mine life. There are more factors you have to account but this are the BASE in your analysis imho"
X Link 2026-01-21T16:00Z [---] followers, [---] engagements
"In developers take into account the resources used in the study compared with the total resources thats important also. And of course the spot price of the metal selected"
X Link 2026-01-21T16:03Z [---] followers, [---] engagements
"I hold the same numbers of shares as when it was in [---] now is [----]. Magic acquisition. Less than [---] million usd for [--] million ounces advanced in the best mining world. Crazy Fresnillo finaliza exitosa adquisicin de la canadiense Probe Gold luego de recibir todas las aprobaciones de accionistas judiciales y regulatorias requeridas. Fresnillo pagar aproximadamente [---] millones de dlares estadounidenses para liquidar la contraprestacin de la Fresnillo finaliza exitosa adquisicin de la canadiense Probe Gold luego de recibir todas las aprobaciones de accionistas judiciales y regulatorias"
X Link 2026-01-22T14:25Z [---] followers, [---] engagements
"Please copper wake up I am getting upset aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
X Link 2026-01-22T15:26Z [---] followers, [---] engagements
"@SecretsOfCrypto @faraland_io Hello"
X Link 2021-08-18T20:55Z [---] followers, [--] engagements
"@ZodiacFriends_ @astrosyletras @nazostudios"
X Link 2021-08-29T20:34Z [---] followers, [--] engagements
"@nicolscrypto @cryptobcncat en su pagina web"
X Link 2021-08-30T18:38Z [---] followers, [--] engagements
"@MumbleRapperz @SolanartNFT @SolanartNFT"
X Link 2021-10-14T19:11Z [---] followers, [--] engagements
"@TradingGonza menuda locura de postenhorabuena tio me ha encantado"
X Link 2022-01-07T18:25Z [---] followers, [--] engagements
"@TradingGonza menuda locura de postenhorabuena tio me ha encantado"
X Link 2022-01-07T18:25Z [---] followers, [--] engagements
"@StaniKulechov How can I implement smthng like this gas program https://t.me/cryptoEvidence/903 https://t.me/cryptoEvidence/903"
X Link 2022-09-15T12:11Z [---] followers, [--] engagements
"@CoinDesk @sandeepnailwal @0xPolygon @ethereum have you heard about auroom https://x.com/AuRoom/status/1562458479641563144 https://x.com/AuRoom/status/1562458479641563144"
X Link 2022-09-15T21:34Z [---] followers, [--] engagements
"@JonErlichman 🚀 Last chance https://x.com/i/lists/1570513572224012290/#5.226372106034374e+31 https://x.com/i/lists/1570513572224012290/#5.226372106034374e+31"
X Link 2022-09-16T10:20Z [---] followers, [--] engagements
"@JonErlichman Rocket"
X Link 2022-09-16T10:20Z [---] followers, [--] engagements
"@JonErlichman 🚀 Thanks a millon. https://x.com/i/lists/1570513572224012290/#1.4911942004907664e+31 https://x.com/i/lists/1570513572224012290/#1.4911942004907664e+31"
X Link 2022-09-16T10:20Z [---] followers, [--] engagements
"@JonErlichman Well"
X Link 2022-09-16T10:20Z [---] followers, [--] engagements
"@SilverFoxAlpha maybe the entry was better in gdpusdor eurusdit was a clearr shortt in ny am sessionbut nice graphI love your analysis stylethanks for your posts"
X Link 2022-12-28T15:58Z [---] followers, [---] engagements
"@TRSTNGLRD [--] am but time in where"
X Link 2023-01-03T13:42Z [---] followers, [----] engagements
"@YusufTrader1 you are the bestthank you for all your content for us"
X Link 2023-01-08T11:41Z [---] followers, [---] engagements
"@jojishah @VJloveFX i think the samethe london reverses after the ny midnight opening price are the easiest way to trade for medium traders"
X Link 2023-01-26T13:35Z [---] followers, [--] engagements
"@jojishah difficults daysthese days for trading you need always extra confirmation in each trade"
X Link 2023-02-16T17:54Z [---] followers, [--] engagements
"@kimmeltrading i think literally the samei am not a funded traderbut I am tryingand the people think that are not passing challenges because spreads xddall excusesif you not pass is because you did not trade well enough"
X Link 2023-04-27T10:56Z [---] followers, [---] engagements
"@RajaBanks men your trading videos are amazingi think that ict videos were usefulbut nothing comparing to your simplicityawesome"
X Link 2023-05-12T19:11Z [---] followers, [---] engagements
"Why Silver Storm is so cheap $SVRS [----] 3mill. silver oz equivalent. (36-20)*3mill.=48 mill. usd FCF margin (computing as Don Durret). Real one would be around 20mill. Company is trading at 40mill. 2x FCF. Net cash pos. This is going to be corrected in the price very soon"
X Link 2025-06-09T09:59Z [---] followers, [---] engagements
"Why B2gold is using a 5% discount rate for Gramalote NPV Big cash flows are the last years I mean 5% is almost the required return rate for a risk free bond with no risk. Why using a risk free rate for a gold miner A bit weird that. Btw still cheap. $btg $bto.to"
X Link 2025-07-14T18:27Z [---] followers, [---] engagements
"sold $svrs silver storm mining at [----] cad. I go out from that shitcoin. They have 33% or similar in warrants. The diluation with warrants ITM is going to be crazy if svrs goes to [---] or similar"
X Link 2025-07-22T17:12Z [---] followers, [---] engagements
"Clear words from my brother about the actual situation. The FUNDAMENTALS ARE THE SAME. Nothing has changed we have to wait. This is going for a consolidation phase and another wave on price. Increasing $SVM $BTG $ARIS https://x.com/edu_ezponda/status/1980695561360834879 Todays the perfect day to talk about markets. Gold is down 5% its biggest daily drop in five years. Miners are down around 15% from their highs. https://x.com/edu_ezponda/status/1980695561360834879 Todays the perfect day to talk about markets. Gold is down 5% its biggest daily drop in five years. Miners are down around 15%"
X Link 2025-10-21T18:27Z [---] followers, [---] engagements
"If you are looking for some big stock in the gold mining space I believe B2gold is VERY CHEAP. Market Cap: [--] bill USD EV: Around [--] bill USD [----] Production Guidance: [--] million ounces of Gold AISC: 1500$ AISC margin at 4000$ gold=(4k-15k)*12mill=3 bill $ $BTG $BTO.TO 1/8"
X Link 2025-10-23T21:12Z [---] followers, [----] engagements
"Okey moving around the gold market. Looking into cheap mid tier gold miners stocks. The CHEAPEST mid tier stock is Aris Mining $ARIS $ARIS.TO Lets take a detailed look into it.🧵🧵 1/10"
X Link 2025-10-29T18:17Z [---] followers, [---] engagements
"@lovemesexy8 Totally true. I take the risks. Also I love the potential of Aris and I believe Colombia risk is overstated what are your thoughts about $ARIS"
X Link 2025-10-31T17:59Z [---] followers, [--] engagements
"Bought some calls of B2gold for January [--]. Strike price at at [--] Premium paid was [---] So break even at at [---] In my opinion these ones were the best calls in risk/reward ratio. Here you can see the picture $BTG $BTO.TO"
X Link 2025-11-04T21:11Z [---] followers, [----] engagements
"Fresnillo Plc $FRES although can be a bit high the company is not that expensive. The acquisition of Probe Gold $PRB for only 558$ mill. usd is incredible for [--] mill. oz of gold in the ground in Canada and an upcoming FS in 2026"
X Link 2025-11-05T09:15Z [---] followers, [---] engagements
"$AAUC still very interesting. People forget that they have 80% of the Sadiola mine and around 90% of the other [--] mines. In [----] they are going to be producing around 800k oz (around 680k for them) of gold for a [--] bill EV. This a joke although Africa risk. Risk overrated or not"
X Link 2025-11-05T09:30Z [---] followers, [---] engagements
"Furthermore I bought $ARIS the 1st of Julywhen Aris was at a bit less than 7$. Now is at [--]. Around 70% return. Love the company and projections. Same with Silvercorp I bought it [--] weeks ago. With an average price of [--] in NYSE. Incredible quality stock $SVM"
X Link 2025-11-12T21:14Z [---] followers, [---] engagements
"Good news about Mali. Positive for $BTG $BTO.TO $AAUC I believe the risk is not "now". The risk is that JNIM keep advancing with the time social discontent keep increasing and the support for JNIM increase. The State Department has resumed operations including returning to normal staffing levels activities and programming as the federal government has officiallyreopened. https://t.co/g17ywnTGb7 The State Department has resumed operations including returning to normal staffing levels activities and programming as the federal government has officiallyreopened. https://t.co/g17ywnTGb7"
X Link 2025-11-14T09:31Z [---] followers, [---] engagements
"Although I am bullish on B2gold the management is absolute garbage. They continue to dump the stock and they get a lot of compensation. $BTG $BTO.TO $BTO B2Gold - Sale of [------] shares for approx. $1110000 https://t.co/MfTLuEiUTa $BTO B2Gold - Sale of [------] shares for approx. $1110000 https://t.co/MfTLuEiUTa"
X Link 2025-11-19T22:23Z [---] followers, [----] engagements
"Risky movement by Aris Mining. $ARIS They paid only [--] million $ for a [--] billion NAV Very cheap transaction but not easy to permit this Aris Mining announces that it has entered into a binding term sheet to acquire the remaining 49% interest in the Soto Norte joint venture from Mubadala securing 100% ownership of the project. The total consideration is US$80 million comprised of US$60 million in cash and [----] https://t.co/aSML3TAZ14 Aris Mining announces that it has entered into a binding term sheet to acquire the remaining 49% interest in the Soto Norte joint venture from Mubadala securing"
X Link 2025-11-20T13:27Z [---] followers, [---] engagements
"@Mark_IKN Hi Mark. How do you see the movement of Aris Mining today buying the rest of Soto Norte stake for only [--] mill. Do you believe for Aris is worth accepting the high risk(permitting) for that cheap price $ARIS"
X Link 2025-11-20T19:28Z [---] followers, [---] engagements
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