POWIE

@MarkGal05598237 @morr101 Its new, like yesterday! Will gain traction for sure, Nasdaq sprott etc..

@morr101 Nice. But fund size is only a couple of million usd. I

Of interest to UK REE players this ETF includes #MKA #RBW and #PRE

@RacesNow_ Changed his legs, ran green

Some turn of foot. Questionable action.

@MBdaytrading Research note out £2.40

#MKA here’s to a good week !

@GoldSilverHQ SilverCorp +35% 🧐

Silver Developers – YTD Performance: 🟢 Highlander Silver +53.3% 🟢 New Pacific Metals +25.1% 🟢 AbraSilver Resource +11.5% 🟢 Discovery Silver +10.4% 🥈🟡Physical Silver -0,4% 🔴Blackrock Silver -11.8% 🔴 Silver Tiger Metals -13.7% 🔴 Andean Silver -17.4% 🔴 Silver Mines -23.1% 🔴GR Silver Mining -26.3% 🔴 Aftermath Silver -29.5% 🔴 Eloro Resources -32.7% 🔴 Outcrop Silver -41.0% 🔴 Vizsla Silver -41.5% 🔴 Apollo Silver -44.4%

@DonDurrett Appreciate your reply, thank you Don.

@POWIE1 I do own it and like it. Currently, only prints as a 3-bagger on GSD.

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@LJVRacingMedia All the best Luca

I’m very excited to be moving to 🇦🇺 over the next couple of months, where I will be a part of the 7Racing broadcast team. Lots of hard work over the years has gone into this & I can’t wait to get going. 🦘 🦘 🇦🇺

@DonDurrett @GoldForecast x.com/i/status/20392… Try here Don

@GoldForecast Where did you get that data? I have not seen any guidance for 2026. Their March 2026 presentation shows $26.41 AISC for 2025. 🧐

Santa's AISC is rising.🎅

@JoJoFromJerz 5 times he dodged the Vietnam war draft, the absolute coward

He is out of his fucking mind.

@pureguava10300 10 men....

Repeated violence erupts again at a major tourist area—Walking Street, South Pattaya. A physical clash broke out between a Black female tourist and a group of transgender women. At 03:30 a.m. on March 29, 2026 (2569), tourist police stationed at Walking Street received reports of a fight between a foreign Black female tourist, approximately 25–35 years old, and a group of more than 10 transgender women near the old pier parking area at the entrance to Walking Street, Nong Prue, Bang Lamung, Chonburi. Officers quickly coordinated with relevant units and arrived at the scene. They found large crowds of Thai and foreign tourists gathering, many recording the incident on their phones. A chaotic physical altercation involving about 8–10 people was underway, knocking over and damaging parked motorcycles and causing panic among bystanders. Tourist police were able to bring the situation under control. Four Black female tourists were taken in for questioning and records, while the group of transgender women fled the scene. Authorities are currently tracking them down for further investigation to determine the cause of the incident. This area has reportedly seen repeated incidents of this nature. There are growing calls for stricter safety measures, as it is a key nightlife zone with heavy tourist traffic, especially at night. facebook.com/share/p/18aQk6…

@JB_MiningAfrica @MarulaPlc Are we on the higher line JB?

Manganese prices rising with a 4.6% week on week increase. @MarulaPlc #MARU #Manganese

@hinds_stuart Fuel shortages are the next downward pressure phase for miners, especially Oz ATM When opportunity knocks pal!

As of the close of the December 2025 quarter, the company held A$948 m in cash with no debt. At current gold prices (hovering well above A$6,000/oz) the AISC margin is extraordinary – to put it mildly. #GGP stocksdownunder.com/greatland-reso…

@BradfemlyWalsh Massive Clickbait attack

Literally 95% of all British people aged 40-60 will know what bloody album this is, FFS.

@Rockfireplc $moon.v own the biggest mine of germanium ex china in the world, and it's in the US! Another option, another string to the bow.

83% of the world's germanium comes from China. Chinese exports of the mineral have fallen by more than 90% since 2023. The price has risen from $1,000/kg to over $8,500/kg. Europe is looking for options. #ROCK

@CharlieChow19 @KingKong9888 All the plant vehicles at Ying mine are electric!

@KingKong9888 would miners postioned in china like $svm be less risky to the oil crisis on the miners in your opinion?

I just published my newest Substack article: Substack link: open.substack.com/pub/kingkong98…

@KawzInvests @BULLOFBRITAIN Look at MOON.V just bought a mine in US with the highest grades against its peers

Tungsten APT just hit $2,250/mtu. Tungsten was at $300 eighteen months ago. The Iran war is creating two supply shocks the market is still sleeping on and they're completely different in nature. Drop a follow to @BULLOFBRITAIN who's been ahead of this entire thesis. 🪨 TUNGSTEN: China controls ~82% of global supply. Beijing cut exports to ZERO in late 2025. Now the US is firing 180,000 tungsten pellets per warhead at $5.6B of munitions every two days. That tungsten doesn't come back it's not recycled like machine tool scrap. It's gone forever. BMO is calling it a supercycle. NDAA bans Chinese tungsten from US defense contracts Jan 1, 2027. The window for Western producers is now. $EQR.AX and $ALM are the non-Chinese pure plays. EQR reports H1 earnings tomorrow first ER since the price explosion. Binary event. 💩 FERTILIZER (yes, the poop cycle): 1/3 of all globally traded fertilizer transits the Strait of Hormuz now effectively closed. Countries in the region supply ~49% of global urea exports. Prices up ~30% in weeks. Spring planting starts NOW. Nitrogen application cannot be deferred corn doesn't care about geopolitics. QatarEnergy declared force majeure. Chinese nitrogen exports restricted until August. Europe running at ~75% nitrogen capacity. $CF Industries largest US nitrogen producer, completely insulated from Hormuz. Hit ATH this week. Two completely different commodities. One supply shock from weapons demand. One from a shipping chokepoint. Same war. Both structural. NFA. DYOR. $EQR.AX $ALM $CF

@GoldForecast Silvercorp plant run on electric ( in China ).

Buy miners that reduce energy costs and reagents costs by implementing ore sorter technology.💡

@JB_MiningAfrica Think I could disrupt a few with $6B Mcap!! 😉 #nosmallfry

Another 'disruptor' in the critical metals sector. #CriticalMetals

@inigoezponda I own them both, just lower your allocation to risk! Don't miss the 🚂

FINANCIAL COMPARISON BTW SILVER AND GOLD STOCK: I believe most silver miners are not cheap. They are some of them even discounting higher prices of silver. But risk of silver price is also much higher than gold. Gold is going to be the king as always. I want to do a fast comparison of 2 stocks and assuming gold per ounce at 5000$ and silver at 90$ per ounce. Lets compare the stock I just sold that is $SVM Silvercorp Metals and $ARIS.TO $ARIS Aris Mining. Supposely, SVM is cheap in numbers compared to the rest of silver miners due to China, they are discounting a lot of higher silver prices. Too risky that for me. Silvercorp market cap=3 bill usd Aris Mining=4 bill usd FIRST: -I assume no inflation costs and "instant ramp-up" from their growth projects -GEO is gold equivalent ounces. -For AISC I made the weighted average of the mines taking the AISC given in the economic studies for the growth projects (in the case of SVM the economic studies gold price is much lower than spot-> AISC in reality would be higher now due to royalties but i am gonna take those ones. Just making assumptions to compare) -Last: I know I am unrealisticly positive with AISC margin. Just using the assumptions just explained here to isolate the margin effect itself. In reality would be lower for both companies but idk how much is going to be inflation and others. 1. Silvercorp: China exposition+ Ecuador and Kirgistan next years Reserves: 3 mill GEO Resources: 15 mill GEO Most of them in China and Kirgistan. Not good. E2026: GEO=180K at 1500$ AISC Margin=810 mill usd E2027: GEO=250K(adding Domo) at 900$ AISC Margin=1O25 mill usd E2028: GEO=320K(adding Kirgistan) at 900$ AISC Margin=1312 mill usd E2029: GEO=450k (adding Condor) at 1000$ AISC Margin=1800 mill usd 2. Aris Mining: Colombia exposition (elections in May 26->Right party pro-mining probably entering power)+Guyana Reserves: 9.3 mill GEO Resources: 32 mill GEO E2026: GEO=300k at 1500$ AISC Margin=1050 mill usd E2027: GEO=500K(adding Marmato) at 1200$ AISC Margin=1900 mill usd E2028: GEO=500K at 1200$ AISC Margin=1900 mill usd E2029: GEO=1mill (adding Toro Paru and Soto Norte->difficult to permit this last one) at 1000$ AISC Margin=4000 mill usd Last things, I know there are a lot more aspects to take into accont that are not taken here. But that is for your DD process ( Toro Paru permitting...). But for me this analysis showing the "objective" data demonstrate that Aris Mining is much better option than SVM imho. And this case happens in a lot more of gold stocks out there compared to silver mining stocks. There is too much fomo out there for silver. This post shows how a company such as Aris Mining with even better jurisidiction such as Colombia has better numbers compared to a silver miner that supposely has one of the best numbers due to China that is Silvercorp Metals. Aris Mining has better numbers, jurisdiction, management?(not totally sure, although SVM CEO is very good, rest better in ARIS), reserves, resources, multiples, P/FCF, larger scale mines only for 1 bill usd extra? It is very clear for me which one I would buy at this moment. Maybe SVM do some incredible M&A, or silver explodes, but I am just playing with actual fundamentals, the ones I can see. I take some time to make this post and obtain the data, so I would appreciate any like or follow:) I hope you like it.

@DonDurrett Please interview them with John fennick, worthy and insanely undervalued ( 1.4m Au ozs and counting) C$73M Mcap!! Btw all free gold too

@POWIE1 Cool. That's good news.

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@capnek123 Rubbish

Top 15 #gold miners with lowest 2026 AISC guidance. Today's gold price is $5200!