Jon Doyle

@Pete__Panda Why omit O'Callaghans - it's the 2nd biggest resource there? - is it due to be primary gold?

#tungsten overview (in progress) Please correct and add No endorsements

@Mktrhythms @themarketear @grok what does this series of posts suggest?

Gold 25-delta skew just pushed to its highest level since at least 2021 with readings moving into the top 90th percentile historically which usually means traders are paying significantly more for downside protection than upside exposure this kind of shift typically reflects rising hedging demand and more defensive positioning even while spot gold remains strong

Gold skew just flipped — after a year of chasing upside, traders are now buying protection. zerohedge.com/the-market-ear…

@ca91450 @hinds_stuart GGP is on both funds. GDX and GDXJ (though reduced in weight slightly)

@hinds_stuart The blackrock change was very small, almost zero impact given the massive exchange of shares this past week or so. GDXJ selling and GDX buying.

BlackRock sold a few too. My expectations were the sp would be racing to £8, driven by GDX & ASX inclusion, Telfer MRE and Q3 report. Unfortunately world events have conspired against GGP & many other mining stocks. Fundamentals haven’t changed though share-talk.com/1-van-eck-buil…

@Pete__Panda In 2016 NCM O’Callaghan's resource 0.26 Mt WO3, 0.22 Mt Cu, 0.38 Mt Zn, and 0.19 Mt Pb. Included in Resource was Probable Reserve of 44 Mt at 0.36% WO3, 0.29% Cu, 0.65% Zn and 0.32% Pb, for a contained 0.16 Mt of tungsten trioxide, 0.13 Mt of cu, 0.29 Mt of zn + 0.14 Mt Pb

No Chinese #Tunsten export for 2026 YTD

@Pete__Panda GGP - O'Callahans: Shovel ready anyone...? DFS ready...? Existing mining lease...? 70Mt+ - of critical minerals with loads of additional copper, lead and zinc...?

@SilverBull_Fin @Pete__Panda It has to be GGP's O'Callaghans - the largest Tungsten deposit in Australia.

@Pete__Panda What is that tungsten project 👀

"Sot oday, we agreed on four major projects, covering production of rare earths #REE, #lithium, and #tungsten. #EU #Australia

@KingKong9888 @KeithMcCullough He is good. Best hack there is. My mate’s a pro fund manager in London and recommended them in 2018. But they were to expensive back then. Great that HE is now at an accessible price point to help ordinary PIs.

@KeithMcCullough You are actually really good at what you do. I have been observing you for 5 years now. Performance over a long period of time doesn’t lie. Good luck 👍.

We remain Long of Gold which is down another -5% this morning

@Rathodupsh87998 @KeithMcCullough You don't need to catch the exact bottom or top.

@KeithMcCullough Yeah yeah sure You did And also you did catch the exact bottom and top several times And yes You’re a billionaire!

We got our of all our other Metals positions (including Silver, Platinum, Copper, etc.) higher

@shankerinoo @KeithMcCullough Closing price and maintaining Tail support is what matters here. The rebound when it comes will be something else. Buying more here.

@KeithMcCullough Morning! May i ask the reason why you remain long gold despite breaking the 4230 support? Doesnt that break the trend as per the macro show? thanks!

@kristiebatten @shaun_day_ NCM tried hard to kill GGP via bankruptcy. But the hunted became the hunter. The hare caught and ate the NCM fox for breakfast. Strategic brilliance. Well worth a detailed piece on how to build a real company - brick by brick - against the all the odds.

@kristiebatten Sure is Kirstie … @shaun_day_ is a visionary with a passion for excellence. You won’t believe the obstacles and gameplay he navigated to make this happen! 👏👏👏

Greatland is one of the big winners from March quarter index rebalances $GGP $GDX $GDXJ miningforum.live/p/more-momentu…

@eadatt 2021 model 3 for town car or 2019/20 model S if you want a bigger car… both cheap and incredibly good

what is the best coal powered car to purchase?

@Edark94 Emil that resource above - what sort of valued would it have to sell? - I guessed at US$200m maybe $300m leaving $1.2bn gross profit, based on $600-800m capex

@JonDoylePD Not bad at all! Shame it's in a gold producer, likely not gonna see too much share price appreciation from the tungsten angle.

None of you own enough #tungsten & other EU critical raw material exposure.

@marketplunger1 Tamboran Resources NYS listed - Huge massive 6tcf gas play in Australia - proven wells going into production this year now backed, owned and run by Brian Sheffield ( Ex Pioneer Resources and CEO of Parsley Energy)

Suppose my friend here is right. What names should I own?

@shaun_day_ Nice work Shuan. Massive congratulations! I note you also ticked off another 'personal' target recently - 3rd largest Australian gold miner. First class work! Just Oz Super et al to get loaded now. Thanks for looking after loyal shareholders and for everything you've done.🍾

Announced today that $GGP.AX will join the S&P/ASX 100 index effective prior to the open of trading on Monday, March 23, 2026. This achievement reflects the tremendous effort across the Greatland team and the outcomes achieved at both #Telfer and #Havieron #Greatland

@paddygall1 @shaun_day_ @Greatland_GGP Wen GDX...?

@shaun_day_ Amazing achievement in such a short period of time - shows what can be done when the team are laser focussed on the asset and are prepared to invest the time & capital required. The future's bright - the future's GOLD #GGP $GGP @Greatland_GGP

@JonathanPieNews love you man 🤣

London haters now so desperate to do this place down. Sorry to disappoint but as of now people are out avoiding eye contact, ignoring homeless people and paying 15 fucking quid for a coffee and a sandwich. No drama.

@bonker99 Bonks do they pay you to cover this stuff?

#HMI #HarvestMinerals lives apparently. Going for the #RareEarths with the new NED? #Fertiliser

@NoLimitGains Interested to see your views on how oil can/will explode higher , given oversupply and transition to electric vehicles which is real And US political wish to suppress oil given their new controls over supply (Iraq / Venezuela/ now Iran ?) My money is 85% gold miners 15% oil

🚨 I’M INVESTING MILLIONS INTO THIS It’s not gold. It’s not silver. It’s something nobody is talking about. The world of anti-inflation and anti-currency-devaluation assets is vast, and it’s far from limited to gold and silver. Of course, precious metals are excellent long-term bulwarks against the coming wave of negative real interest rates and inflation. Gold will no doubt go much higher than $5,000 in a few years, and if you’re holding it physically without leverage, the current price movements won’t worry you all that much. But don’t forget that alongside gold there’s oil, gas, coal, palm oil, iron ore, agricultural commodities, fertilizers. And plenty of undervalued stocks in these sectors, still at the bottom of their cycles, unlike gold and silver mines. You could even say that a good undervalued classic industrial small-to-mid cap deserves the label of anti-inflation asset too. At current prices, I feel far more at ease buying oil companies than gold mines. The oil companies / gold mines ratio is at its HISTORICAL lows. Oil services ETF: OIH (tracks oil services companies. Think drilling, equipment, services) Energy sector ETF: XLE (tracks the broader energy sector. Integrated oil & gas, E&Ps, services, etc.) That doesn’t stop me from holding the physical gold portion of my portfolio for probably quite a few more years. Remember, I called every market top and bottom of the last 10 years publicly. When I make a new move, I’ll say it here for everyone to see. Many people will regret not following me sooner.

@KeithMcCullough @HedgeyeDJ Staying with the signal mucka!

Thanks for the idea Jon. cc'ing Jonesy @HedgeyeDJ on it - he's long of the Canadian Jr. Miners and in the market for a Canadian Junior Hockey team