Pantera Silver Corp. TSXV: PNTR 🪙

Junior mining's tech stack hasn't changed since the Nixon administration. 50 years ago, seismic imaging killed blind oil drilling. The "gut feel" guys became a punchline. Mining exploration is at that exact crossover right now. The image has four stats. All four are brutal. Every metric points one direction. And yet the old method keeps getting funded. Why?

Michael Oliver says the silver pullback should end today or Monday, with support in the mid-$70s. The next move is back to $90, and once that breaks, silver really takes off. The target is still $300 to $500 by late summer, the same way copper and lead exploded when they finally broke out of their decade-long ranges

Rakanco is not being approached as a single target. Our work suggests a large mineralized system within a broader volcanic caldera environment. That’s why our strategy is systematic: map the system first, then test the most compelling targets with precision drilling. $PNTR.v

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

The Fed can't hike their way out of this. Not with $35T in debt and $237B in fresh Treasury purchases since December. This ends in yield curve control. Hold metals.