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[@LambDownUnder](/creator/twitter/LambDownUnder)
"Gold miners are not keeping pace with moves in the gold price. If spot stays at current levels these prices are incredibly cheap. $NST $EVN $RRL"  
[X Link](https://x.com/LambDownUnder/status/1975048172461568308) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-06T03:59Z XXX followers, XXX engagements


"@DebraG_Robins I selfishly wouldn't be against a XX% correction in $NST tbh"  
[X Link](https://x.com/LambDownUnder/status/1977603313840660701) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-13T05:12Z XXX followers, XXX engagements


"@matt_barrie The camera knew what it was doing.👀"  
[X Link](https://x.com/LambDownUnder/status/1977941993436385682) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-14T03:38Z XXX followers, 3455 engagements


"I may not have been ambitious enough with some of these strike prices. Can't believe I had a short $X $EVN.ax put last month"  
[X Link](https://x.com/LambDownUnder/status/1977950552811278527) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-14T04:12Z XXX followers, XX engagements


"@GeorgeGammon I don't understand the gold v btc fight at all. It's a pissing contest when both sides agree on like XX% of the issues. There is more than one life boat out of fiat debasement and picking fights with each other is dumb. They aren't mutually exclusive assets"  
[X Link](https://x.com/LambDownUnder/status/1978646839994761464) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-16T02:19Z XXX followers, XX engagements


"@JP_Technology ATH so far* and a line of a few dozen people at most at arguably the main bullion dealer in Syd is hardly a crowd tbh. BTC crowd spends a lot of time talking about something a large majority see as useless. Btc and gold will both go up. It's the same debasement trade at heart"  
[X Link](https://x.com/LambDownUnder/status/1978664615266377953) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-16T03:29Z XXX followers, XX engagements


"Nearly Identical to myself. Paid AUD $XXX for a 1kg 2010 Lunar coin. Coincided with my first gold purchase as well for a 1oz tiger coin for $1460. I still remember getting pulled up going back through airport security with it let me through (Domestic) but had some weird looks seeing it go through the scanner"  
[X Link](https://x.com/LambDownUnder/status/1978755251646976431) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-16T09:29Z XXX followers, XX engagements


"The weirdest thing about this gold rally has been the response from four fifths of anyone with BTC (or crypto) in their profile. Absolute essays of self reassurance and a zealotry that they are still in the right asset and that gold will crash then the whole world will move to a BTC standard. It's just bizarre. It's not me that's wrong its the market type talk. Not the sort of talk I would have expected from those confident in their positions. They are similar but different and I own both. There is room for both to succeed. But for something that a lot (appear) to not care about or think is a"  
[X Link](https://x.com/LambDownUnder/status/1978764601727815915) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-16T10:06Z XXX followers, XXX engagements


"@Americanthatguy @AndreaCapellin4 This move goes far beyond what person occupies the white house. This is XX years of monetary abuse starting to come to the end of the road"  
[X Link](https://x.com/LambDownUnder/status/1979469026104619133) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-18T08:46Z XXX followers, XX engagements


"Maybe. I'd make the argument the dollars flowing into crypto would have normally flown to gold and that's reversing. I also think btc is now suffering from what gold has for decades. Paper derivatives and fake btc. I cautioned the cheerleading of ETF and institutional adoption. It can now be a plaything and as many btc can be created at will to push the price around. The embedded leverage in the gold market it doesn't really need 'new' demand to go higher. All it needs is existing participants to no longer accept a promise to deliver but demand delivery. Evidenced by backwardation. Frothy"  
[X Link](https://x.com/LambDownUnder/status/1979485596050772293) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-18T09:51Z XXX followers, XX engagements


"$NST also isn't correct. Their margin was $2286 AUD or about $1485 USD. I own both $EVN and $NST which is what made me look a bit closer. EVN has far higher margin than NST both due to lower costs copper by products and no hedging. $NST is about XX% hedged which takes shine off although on the latest conference call they indicated letting these hedges run down and not adding anymore"  
[X Link](https://x.com/LambDownUnder/status/1956317280385794135) [@LambDownUnder](/creator/x/LambDownUnder) 2025-08-15T11:29Z XXX followers, 1205 engagements


"@LuanSerra391240 @NickLagarrigue $bgl is very cheap if they can execute and not balls up any more than they have"  
[X Link](https://x.com/LambDownUnder/status/1973539899023433851) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-02T00:05Z XXX followers, XX engagements


"I used to hold $ard back in the last run. I haven't followed closely since then but beyond depressing it's been over a decade and still haven't got a mine off the ground. I also watched $svl a year or so ago before it ran into trouble with its mine plan approvals. Hard space to be in and hat tip to those that can navigate it effectively. I feel safer owning companies with some cash coming in the door. Might not get the multi multi baggers you find in the explorer/developer space but I also shouldn't lose my short completely either"  
[X Link](https://x.com/LambDownUnder/status/1974830112161095789) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-05T13:32Z XXX followers, XXX engagements


"As Silver is breaking $50USD reflecting on my my very first bit of silver I bought in May of 2010. It was a 2010 Lunar Tiger kg. I paid just under $XXX for it or about $24.30/oz. I still have it. What is wild is that for a lot of the time since then I have kept a 10oz cast bar on my desk as a bit of a fidget piece right beside a XXX Trillion note from Zimbabwe. Silver Gold BTC is all the same understanding. The perils of Fiat money and the history of governments abusing that power and breaking promises. That 10oz is now worth about the same as that first kg. I don't know where this goes from"  
[X Link](https://x.com/LambDownUnder/status/1976279996424651184) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-09T13:34Z XXX followers, XXX engagements


"Added some $wds.ax exposure here today. They are making decent cashflow here at what I think is close to the low in oil prices. I primarily look at things from a fundamental and medium/long term view not technical but I do think the charts look constructive here. Paying a X% FF div doesn't hurt either. Looks like some a XX% and old down trend retest of move up from $XXXXX to $XXXXX. If I start to see it stabilise a bit more around here I'll add some progressively over coming weeks/months"  
[X Link](https://x.com/LambDownUnder/status/1976489493407666629) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-10T03:26Z XXX followers, XX engagements


"@Jimmy____D Took some exposure to $WDS.AX last week. Have some coal already in $nhc $whc and $yal"  
[X Link](https://x.com/LambDownUnder/status/1977691804398223524) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-13T11:04Z XXX followers, XX engagements


"This will be out of date in half hour. but here we are $6700. $GOLD. Done trying to evaluate gold miners. At these prices they are all printing oodles of cash and severely undervalued if spot stays here"  
[X Link](https://x.com/LambDownUnder/status/1978946994988003371) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-16T22:11Z XXX followers, XXX engagements


"@DebraG_Robins A metric shit tonne of salt cope and essays saying this is just moving from weak hands to strong. When people realise all that money from gold flows to btc it will be epic etc. Hold strong"  
[X Link](https://x.com/LambDownUnder/status/1978979410679062872) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-17T00:20Z XXX followers, XXX engagements


"@SamuelNeillEsq Only buy from a reputable dealer. Just don't buy precious metals from Amazon or Ebay. Just don't"  
[X Link](https://x.com/LambDownUnder/status/1979087457522950243) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-17T07:29Z XXX followers, XXX engagements


"@longarmlopez @DebraG_Robins At today's prices what producer would you allocate to I'm partial to BC8. Or a really good developer"  
[X Link](https://x.com/LambDownUnder/status/1979345261748195784) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-18T00:34Z XXX followers, XX engagements


"@jtourzan What's your current pick of the producers at current valuations They are all cheap if spot stays here but most have all run pretty hard last X months or so"  
[X Link](https://x.com/LambDownUnder/status/1979362653991768092) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-18T01:43Z XXX followers, XXX engagements


"@PeterCronau Yer righto. Maybe look up the Capex costs of these projects before commenting. Or just say you don't understand depreciation and general accounting"  
[X Link](https://x.com/LambDownUnder/status/1979470155282551022) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-18T08:50Z XXX followers, XX engagements


"@DebraG_Robins I own GMD and it's done well. But I don't get why it has so much love compared to peers tbh"  
[X Link](https://x.com/LambDownUnder/status/1979338154307129351) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-18T00:06Z XXX followers, XXX engagements


"Frothy short term and pretty likely it dips below $4k and consolidates for a bit. But I wouldn't be ringing the church bells on a one day X% downward move that isn't even below the prior days open. Some people are so desperate that gold is dead. It will pull back for a few weeks or a month or so in all likelihood. They will get to take their victory laps. But this bull is only just starting. Will be aggressively adding more on any prolonged dip"  
[X Link](https://x.com/LambDownUnder/status/1979488836016304269) [@LambDownUnder](/creator/x/LambDownUnder) 2025-10-18T10:04Z XXX followers, XXX engagements