[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@GoldSeabridge](/creator/twitter/GoldSeabridge) "WHY $SA IS IN NORTH AMERICA ONLY Barrick Gold confirms helicopters from the Mali government arrived at its mine without warning and took approximately 2204 lbs of refined gold valued at $XXXXX million. This latest seizure follows a January confiscation of X tonnes of gold which the government has yet to account for publicly. The Loulo-Gounkoto mine was shuttered earlier this year after Mali authorities blocked exports and detained senior Barrick personnel. In June Mali placed the mine under provisional state control and announced plans to restart operations. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1943696213448016367) 2025-07-11 15:37:44 UTC 4386 followers, XXX engagements "In a recent note the Swiss investment bank UBS said it is time to reduce and hedge exposure to USD before further dollar declines. UBS analysts say they expect further weakness as the US economy slows and its fiscal situation rapidly deteriorates. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1940745085920202960) 2025-07-03 12:11:00 UTC 4387 followers, 1436 engagements "A post from Correlation Economics: Gold miners are cheaper than last year relative to gold.The below chart runs spot gold with NPVs calculated at a XX% discount rate and projected backwardation of the gold price over time. Producer valuations decline as gold price rises. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1945594546236072324) 2025-07-16 21:21:01 UTC 4387 followers, XXX engagements "Beijing is allowing insurers to buy gold for the first time. As Bloomberg reports XX insurance firms - including PICC Property & Casualty Co. and China Life Insurance Co. two of Chinas biggest - will be able to invest up to X% of their assets in bullion effective last Friday. This would translate into a potential XXX billion yuan ($27.4B) of purchases Minsheng Securities Co. said in a note. Zerohedge 2/10/2025 $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1889054318596141551) 2025-02-10 20:50:21 UTC 4385 followers, 3367 engagements "Tether Holdings SA the world's largest stablecoin issuer has quietly established its own vault in Switzerland and aquired XX tons of gold reserves valued at around $8B totalling about X% of its assets. The company plans to expand these reserves claiming gold is logically "safer" than national curencies. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1943034712668225702) 2025-07-09 19:49:09 UTC 4363 followers, 2738 engagements "@PeGe_NL Yes. He's a good source of information on the gold market but his discernment regarding the quality of gold exploration assets is questionable in our view. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1944778545202430418) 2025-07-14 15:18:32 UTC 4387 followers, XX engagements "The yield on Japan's XX yr bond has gone exponential. Will this impact US and other yields Albert Edwards of SocGen thinks so: "The simple fact is that super loose BoJ policies both Zero Interest Rate Policy (ZIRP)and outsized BoJ QE long helped anchor western bond yields far below where they would have been otherwise as various forms of the yen carry trade suppressed western yields". $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1944771670855598160) 2025-07-14 14:51:13 UTC 4387 followers, 1254 engagements "Gold closed up $XXX today. Why From 1971 to 2024 Credit market debt: $398B to $102T UP 255Xs M2: from $650B to $21.5T UP 33Xs Nominal GDP: $1.16T to $30.3T UP 26Xs It's catch up time for gold"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1912626222355653057) 2025-04-16 21:56:40 UTC 4354 followers, XXX engagements "Sacrificing the dollar is in the best interests of the US longterm as @LukeGromen explains. Will the Fed do the right thing If so hold gold. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1944140613323993476) 2025-07-12 21:03:37 UTC 4387 followers, 1708 engagements "@commodity47_79 @MiningStockEdu In ground metal or any other resouce has economic value which increases as it becomes more economic to produce it. Of course the value is much higher after it is produced. KSM is much changed over the last few years reflecting our work to derisk and enhance the project. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1945449577852600713) 2025-07-16 11:44:58 UTC 4387 followers, XX engagements "Will the US seize private gold as it did in 1934 No. That was done to facilitate an increase in the fixed price. Gold now rises freely with market forces and the price would explode. Big gold hides internationally and those who own it run the US government anyway. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1944514267023093864) 2025-07-13 21:48:23 UTC 4387 followers, XXX engagements "President Trump's decision to impose a XX% tariff on US copper imports has driven the price higher. The tariff will not affect sales from our KSM project. As is the case with other BC copper producers our copper concentrate will be shipped to Asian refiners not to the US. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1943316906586345539) 2025-07-10 14:30:30 UTC 4387 followers, XXX engagements "@GarrettGoggin The first problem is that gold analysts always assume a falling future gold price in their gold stock valuations despite the fact that the forward curve predicts a rising price. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1942962842681962849) 2025-07-09 15:03:34 UTC 4387 followers, XX engagements "North American gold company valuations remain near historic lows as western investors continue to reject the gold bull market in favor of AI and technology generally. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1940538016894013635) 2025-07-02 22:28:11 UTC 4387 followers, XXX engagements "As crypto runs wild in the financial news remember this: stable coin stability appears to need gold to be stable. Who knew $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1946225378185375984) 2025-07-18 15:07:43 UTC 4387 followers, 1996 engagements "Goldman Sachs: "The Dollar has traded more firmly over the last few weeks but not without some cracks that we think reveal how this tactical bounce will likely end. We think the renewed outperformance of US assets has helped spur the Dollars recent recovery." MARKET EAR $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1946949984064032941) 2025-07-20 15:07:03 UTC 4387 followers, XXX engagements "June headline and core PPI printed lower than expected this morning.m-o-m was unchanged well below the expected +0.2% and lower than all estimates. Another tariff inflation failure. Headline PPI rose XXX% y-o-y down from a revised higher XXX% in May and below the XXX% expected. This was the lowest y-o-y print since Sept 2024. Jay Powell is running out of reasons not to cut rates. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1945491587427152096) 2025-07-16 14:31:54 UTC 4371 followers, XXX engagements "The PBOC officially bought about XX million ozs of gold in 2024 leading all CBs. Total Chinese purchases may have hit XX million says Goldman. Chinese investors are following their central bank and buying gold aggressively in domestic ETFs. US investors aren't buyers. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1940458064223871338) 2025-07-02 17:10:29 UTC 4387 followers, 1227 engagements "Concentration of S&P XXX market cap and earnings in the XX largest index constituents has never been higher now at 39%. Will we get to XX% Source: MARKET EAR $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1946952447810805995) 2025-07-20 15:16:50 UTC 4387 followers, XXX engagements "Your FOMO dollars at work: "In the X months since April global investors have raised their allocation to the tech sector by the largest amount since March 2009". (BofA) Yet gold has outperformed equities YTD. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1945228843108757840) 2025-07-15 21:07:51 UTC 4387 followers, 1103 engagements "Treasuries and the dollar no longer trading as reliable safe havens in periods of geopolitical and financial stress gold becomes the only universally accepted liquid alternative. There isn't enough above ground to back global debt. Supply is constrained so price must rise. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1944408484901945398) 2025-07-13 14:48:02 UTC 4387 followers, XXX engagements "@FChristopher17 Not Seabridge. We have access to hydroelectric power for a small fraction of the capital and operating costs of diesel. Mining companies have generally not been successful at hedging energy costs. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1943035743775150257) 2025-07-09 19:53:15 UTC 4387 followers, XXX engagements "COMEX gold open interest is indicated to have risen over a percent on Thursday which suggests aggressive speculative short selling drove the decline. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1942229354689466686) 2025-07-07 14:28:57 UTC 4387 followers, XXX engagements "BBC Report 6/16/22: "'The world economy is experiencing a global tectonic shift with commodities becoming more valuable than money' the head of Russias state energy giant Gazprom Alexey Miller said adding:'The game of nominal value of money is over as this system does not allow to control the supply of resources. Our product our rules. We dont play by the rules we didnt create.' H/T @LukeGromen $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1945484703479239019) 2025-07-16 14:04:33 UTC 4364 followers, XXX engagements "Chinese buying of gold futures on the Shanghai Futures Exchange has dropped in the past two weeks. A momentum pause $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1941981773459497053) 2025-07-06 22:05:09 UTC 4387 followers, XXX engagements "ScotiaBank analyst Ovais Habib: "The average AISC for 2025 for our gold coverage universe is now $1553/oz implying an AISC margin of $1783/oz (or 53%) at current spot gold prices. 2025E gold and silver cost breakdowns can be found in more detail below." $SA AISC=All In Sustaining Cost"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1942595510243557483) 2025-07-08 14:43:55 UTC 4387 followers, 10.5K engagements "The Trump Factor When first elected in 2016 gold was $1100. When he left office gold had surged to $1839. Gold's price surged again to new record highs as soon as he took office for the second time. implementing many of the same policies he employed in his first term. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1941954634324517041) 2025-07-06 20:17:19 UTC 4387 followers, XXX engagements "Some commentators say the growing strategic importance of gold could lead to the US nationalizing its producers. Laughable. Gold mining is far too difficult and risky for an entity that can't mange the simplicity of the post office. Expect a 'windfall profits' tax instead. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1944508099072852440) 2025-07-13 21:23:52 UTC 4387 followers, XXX engagements "Why do we keep projecting an imminent US sovereign debt crisis The Treasury Statement for the first X months of the fiscal year ended March XX 2023 shows gross revenues down X% to $2.048T from a year earlier while spending soared $358B to $3.149T. This is not sustainable. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1648145303860654080) 2023-04-18 02:03:56 UTC 4370 followers, XX engagements "More on De-Dollarization Nations like China or Russia arent trying to replace the USD with their Ruble or Yuan. They are slowly replacing the USD with gold. Not a gold-backed world reserve currency but a gold-based world trade settlement system. It's working. In just over a decade Chinas gold-to-oil ratio was gone from X barrels of oil to one ounce of gold to XX barrels of oil. Way better than holding depreciating dollars and Treasuries. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1945478223594156530) 2025-07-16 13:38:48 UTC 4382 followers, XXX engagements "Hong Kong investors with US$100000 to US$2 million in investible assets have allocated XX% of their portfolios to gold and other precious metals up from X% a year ago according to a new survey by HSBC. $SA See:"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1941221204683325891) 2025-07-04 19:42:55 UTC 4387 followers, 2894 engagements "The WGC eports central banks officially added net XX tonnes to gold reserves in May a slight increase from April. The pace of accumulation remains tempered. The National Bank of Kazakhstan led May activity with net 7t of purchases followed by Turkey and Poland at 6t each. $SA"  [@GoldSeabridge](/creator/x/GoldSeabridge) on [X](/post/tweet/1942213149072962045) 2025-07-07 13:24:33 UTC 4387 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GoldSeabridge
"WHY $SA IS IN NORTH AMERICA ONLY Barrick Gold confirms helicopters from the Mali government arrived at its mine without warning and took approximately 2204 lbs of refined gold valued at $XXXXX million. This latest seizure follows a January confiscation of X tonnes of gold which the government has yet to account for publicly. The Loulo-Gounkoto mine was shuttered earlier this year after Mali authorities blocked exports and detained senior Barrick personnel. In June Mali placed the mine under provisional state control and announced plans to restart operations. $SA"
@GoldSeabridge on X 2025-07-11 15:37:44 UTC 4386 followers, XXX engagements
"In a recent note the Swiss investment bank UBS said it is time to reduce and hedge exposure to USD before further dollar declines. UBS analysts say they expect further weakness as the US economy slows and its fiscal situation rapidly deteriorates. $SA" @GoldSeabridge on X 2025-07-03 12:11:00 UTC 4387 followers, 1436 engagements
"A post from Correlation Economics: Gold miners are cheaper than last year relative to gold.The below chart runs spot gold with NPVs calculated at a XX% discount rate and projected backwardation of the gold price over time. Producer valuations decline as gold price rises. $SA" @GoldSeabridge on X 2025-07-16 21:21:01 UTC 4387 followers, XXX engagements
"Beijing is allowing insurers to buy gold for the first time. As Bloomberg reports XX insurance firms - including PICC Property & Casualty Co. and China Life Insurance Co. two of Chinas biggest - will be able to invest up to X% of their assets in bullion effective last Friday. This would translate into a potential XXX billion yuan ($27.4B) of purchases Minsheng Securities Co. said in a note. Zerohedge 2/10/2025 $SA" @GoldSeabridge on X 2025-02-10 20:50:21 UTC 4385 followers, 3367 engagements
"Tether Holdings SA the world's largest stablecoin issuer has quietly established its own vault in Switzerland and aquired XX tons of gold reserves valued at around $8B totalling about X% of its assets. The company plans to expand these reserves claiming gold is logically "safer" than national curencies. $SA" @GoldSeabridge on X 2025-07-09 19:49:09 UTC 4363 followers, 2738 engagements
"@PeGe_NL Yes. He's a good source of information on the gold market but his discernment regarding the quality of gold exploration assets is questionable in our view. $SA" @GoldSeabridge on X 2025-07-14 15:18:32 UTC 4387 followers, XX engagements
"The yield on Japan's XX yr bond has gone exponential. Will this impact US and other yields Albert Edwards of SocGen thinks so: "The simple fact is that super loose BoJ policies both Zero Interest Rate Policy (ZIRP)and outsized BoJ QE long helped anchor western bond yields far below where they would have been otherwise as various forms of the yen carry trade suppressed western yields". $SA" @GoldSeabridge on X 2025-07-14 14:51:13 UTC 4387 followers, 1254 engagements
"Gold closed up $XXX today. Why From 1971 to 2024 Credit market debt: $398B to $102T UP 255Xs M2: from $650B to $21.5T UP 33Xs Nominal GDP: $1.16T to $30.3T UP 26Xs It's catch up time for gold" @GoldSeabridge on X 2025-04-16 21:56:40 UTC 4354 followers, XXX engagements
"Sacrificing the dollar is in the best interests of the US longterm as @LukeGromen explains. Will the Fed do the right thing If so hold gold. $SA" @GoldSeabridge on X 2025-07-12 21:03:37 UTC 4387 followers, 1708 engagements
"@commodity47_79 @MiningStockEdu In ground metal or any other resouce has economic value which increases as it becomes more economic to produce it. Of course the value is much higher after it is produced. KSM is much changed over the last few years reflecting our work to derisk and enhance the project. $SA" @GoldSeabridge on X 2025-07-16 11:44:58 UTC 4387 followers, XX engagements
"Will the US seize private gold as it did in 1934 No. That was done to facilitate an increase in the fixed price. Gold now rises freely with market forces and the price would explode. Big gold hides internationally and those who own it run the US government anyway. $SA" @GoldSeabridge on X 2025-07-13 21:48:23 UTC 4387 followers, XXX engagements
"President Trump's decision to impose a XX% tariff on US copper imports has driven the price higher. The tariff will not affect sales from our KSM project. As is the case with other BC copper producers our copper concentrate will be shipped to Asian refiners not to the US. $SA" @GoldSeabridge on X 2025-07-10 14:30:30 UTC 4387 followers, XXX engagements
"@GarrettGoggin The first problem is that gold analysts always assume a falling future gold price in their gold stock valuations despite the fact that the forward curve predicts a rising price. $SA" @GoldSeabridge on X 2025-07-09 15:03:34 UTC 4387 followers, XX engagements
"North American gold company valuations remain near historic lows as western investors continue to reject the gold bull market in favor of AI and technology generally. $SA" @GoldSeabridge on X 2025-07-02 22:28:11 UTC 4387 followers, XXX engagements
"As crypto runs wild in the financial news remember this: stable coin stability appears to need gold to be stable. Who knew $SA" @GoldSeabridge on X 2025-07-18 15:07:43 UTC 4387 followers, 1996 engagements
"Goldman Sachs: "The Dollar has traded more firmly over the last few weeks but not without some cracks that we think reveal how this tactical bounce will likely end. We think the renewed outperformance of US assets has helped spur the Dollars recent recovery." MARKET EAR $SA" @GoldSeabridge on X 2025-07-20 15:07:03 UTC 4387 followers, XXX engagements
"June headline and core PPI printed lower than expected this morning.m-o-m was unchanged well below the expected +0.2% and lower than all estimates. Another tariff inflation failure. Headline PPI rose XXX% y-o-y down from a revised higher XXX% in May and below the XXX% expected. This was the lowest y-o-y print since Sept 2024. Jay Powell is running out of reasons not to cut rates. $SA" @GoldSeabridge on X 2025-07-16 14:31:54 UTC 4371 followers, XXX engagements
"The PBOC officially bought about XX million ozs of gold in 2024 leading all CBs. Total Chinese purchases may have hit XX million says Goldman. Chinese investors are following their central bank and buying gold aggressively in domestic ETFs. US investors aren't buyers. $SA" @GoldSeabridge on X 2025-07-02 17:10:29 UTC 4387 followers, 1227 engagements
"Concentration of S&P XXX market cap and earnings in the XX largest index constituents has never been higher now at 39%. Will we get to XX% Source: MARKET EAR $SA" @GoldSeabridge on X 2025-07-20 15:16:50 UTC 4387 followers, XXX engagements
"Your FOMO dollars at work: "In the X months since April global investors have raised their allocation to the tech sector by the largest amount since March 2009". (BofA) Yet gold has outperformed equities YTD. $SA" @GoldSeabridge on X 2025-07-15 21:07:51 UTC 4387 followers, 1103 engagements
"Treasuries and the dollar no longer trading as reliable safe havens in periods of geopolitical and financial stress gold becomes the only universally accepted liquid alternative. There isn't enough above ground to back global debt. Supply is constrained so price must rise. $SA" @GoldSeabridge on X 2025-07-13 14:48:02 UTC 4387 followers, XXX engagements
"@FChristopher17 Not Seabridge. We have access to hydroelectric power for a small fraction of the capital and operating costs of diesel. Mining companies have generally not been successful at hedging energy costs. $SA" @GoldSeabridge on X 2025-07-09 19:53:15 UTC 4387 followers, XXX engagements
"COMEX gold open interest is indicated to have risen over a percent on Thursday which suggests aggressive speculative short selling drove the decline. $SA" @GoldSeabridge on X 2025-07-07 14:28:57 UTC 4387 followers, XXX engagements
"BBC Report 6/16/22: "'The world economy is experiencing a global tectonic shift with commodities becoming more valuable than money' the head of Russias state energy giant Gazprom Alexey Miller said adding:'The game of nominal value of money is over as this system does not allow to control the supply of resources. Our product our rules. We dont play by the rules we didnt create.' H/T @LukeGromen $SA" @GoldSeabridge on X 2025-07-16 14:04:33 UTC 4364 followers, XXX engagements
"Chinese buying of gold futures on the Shanghai Futures Exchange has dropped in the past two weeks. A momentum pause $SA" @GoldSeabridge on X 2025-07-06 22:05:09 UTC 4387 followers, XXX engagements
"ScotiaBank analyst Ovais Habib: "The average AISC for 2025 for our gold coverage universe is now $1553/oz implying an AISC margin of $1783/oz (or 53%) at current spot gold prices. 2025E gold and silver cost breakdowns can be found in more detail below." $SA AISC=All In Sustaining Cost" @GoldSeabridge on X 2025-07-08 14:43:55 UTC 4387 followers, 10.5K engagements
"The Trump Factor When first elected in 2016 gold was $1100. When he left office gold had surged to $1839. Gold's price surged again to new record highs as soon as he took office for the second time. implementing many of the same policies he employed in his first term. $SA" @GoldSeabridge on X 2025-07-06 20:17:19 UTC 4387 followers, XXX engagements
"Some commentators say the growing strategic importance of gold could lead to the US nationalizing its producers. Laughable. Gold mining is far too difficult and risky for an entity that can't mange the simplicity of the post office. Expect a 'windfall profits' tax instead. $SA" @GoldSeabridge on X 2025-07-13 21:23:52 UTC 4387 followers, XXX engagements
"Why do we keep projecting an imminent US sovereign debt crisis The Treasury Statement for the first X months of the fiscal year ended March XX 2023 shows gross revenues down X% to $2.048T from a year earlier while spending soared $358B to $3.149T. This is not sustainable. $SA" @GoldSeabridge on X 2023-04-18 02:03:56 UTC 4370 followers, XX engagements
"More on De-Dollarization Nations like China or Russia arent trying to replace the USD with their Ruble or Yuan. They are slowly replacing the USD with gold. Not a gold-backed world reserve currency but a gold-based world trade settlement system. It's working. In just over a decade Chinas gold-to-oil ratio was gone from X barrels of oil to one ounce of gold to XX barrels of oil. Way better than holding depreciating dollars and Treasuries. $SA" @GoldSeabridge on X 2025-07-16 13:38:48 UTC 4382 followers, XXX engagements
"Hong Kong investors with US$100000 to US$2 million in investible assets have allocated XX% of their portfolios to gold and other precious metals up from X% a year ago according to a new survey by HSBC. $SA See:" @GoldSeabridge on X 2025-07-04 19:42:55 UTC 4387 followers, 2894 engagements
"The WGC eports central banks officially added net XX tonnes to gold reserves in May a slight increase from April. The pace of accumulation remains tempered. The National Bank of Kazakhstan led May activity with net 7t of purchases followed by Turkey and Poland at 6t each. $SA" @GoldSeabridge on X 2025-07-07 13:24:33 UTC 4387 followers, XXX engagements