Delta2024

223 posts

Delta2024

Delta2024

@Delta202414762

Amateur Investor. Posts are not investment advice. Do not follow. Only for education purposes and fun. Information may not be updated. Substack posts are short!

Katılım Ekim 2025
193 Takip Edilen29 Takipçiler
Delta2024
Delta2024@Delta202414762·
Exited PC Gold $PC2 with a double. FS was supposed to be the big catalyst but the stock ran up already and there are so many opportunities of near term producers that can't be missed. Will be back again.
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Delta2024
Delta2024@Delta202414762·
The Company’s 2026 production guidance is approximately 68,000 ounces of gold, reflecting anticipated improvements in mill throughput, recoveries, and operational efficiencies across its processing facilities. Reason enough to add to Steppe Gold at these variations. $STGO.NE
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Delta2024
Delta2024@Delta202414762·
Really amazing how much these small gold producers are being ignored. One of my bigger positions. Production Feb-26 with profit sharing, 25-40 Koz, AISC - 1500, 40 Mn mcap + Resource 1.1 Moz + 58 KT Cu!!
Lefroy Exploration@Lefroyex

MD Graeme Gribbin shares an update from the $LEX.AX booth at #RIUSydney26 on the transition into a #gold producer. Graeme highlights the +1M ounce gold base position across the Lefroy Gold Project, which includes the newly upgraded Mt Martin MRE of 460,000oz at 1.6g/t.

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Lefroy Exploration
Lefroy Exploration@Lefroyex·
MD Graeme Gribbin shares an update from the $LEX.AX booth at #RIUSydney26 on the transition into a #gold producer. Graeme highlights the +1M ounce gold base position across the Lefroy Gold Project, which includes the newly upgraded Mt Martin MRE of 460,000oz at 1.6g/t.
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Delta2024
Delta2024@Delta202414762·
IPO in late 2025 and already 6X ...love getting into these gold stories early.
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Delta2024
Delta2024@Delta202414762·
Troilus Gold is a must in every gold stock portfolio $TLG
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Delta2024
Delta2024@Delta202414762·
@Frank_Giustra Dear Frank. My suggestion would be not to engage with Bitcoin content at all. By refuting their assumptions, it only helps their content. I just follow gold and the only time I get bitcoin in my feed is when the gold leaders like you respond to bitcoin content.
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Frank Giustra
Frank Giustra@Frank_Giustra·
Asked Grok…. No, the bold prediction — that in 10 years (by ~2036) every company needing cross-border payments will use the $BTC Lightning Network — is highly unlikely to be literally true. Stablecoins (primarily USDC and USDT) are currently much better positioned for most real-world corporate and institutional cross-border payments, and they are likely to capture the majority of that market share rather than pure Bitcoin on Lightning.
WOLF Bitcoin@WOLF_Bitcoin_

🚨 HUGE: EX-PAYPAL PRESIDENT DAVID MARCUS SAID, "IN 10 YEARS, EVERY COMPANY IN THE WORLD THAT NEEDS TO SEND CROSS BORDER PAYMENTS WILL USE $BTC LIGHTNING NETWORK."

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Delta2024
Delta2024@Delta202414762·
Brilliantly funny and wonderfully candid....one should own Mako just to be incentivised to follow the CEO's comments :))
Akiba Leisman@AkibaLeisman

@miningalpha_ai The 🇳🇮 exposure is a bit of a Rorschach Test If you run our assets through a corporate NAV, it makes up about ~10% of our value But it’s ~85% of our current cash flow and takes up ~60% of our time I honestly don’t know what % I would put for 🇳🇮 , but it will go down over time

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Akiba Leisman
Akiba Leisman@AkibaLeisman·
@miningalpha_ai The 🇳🇮 exposure is a bit of a Rorschach Test If you run our assets through a corporate NAV, it makes up about ~10% of our value But it’s ~85% of our current cash flow and takes up ~60% of our time I honestly don’t know what % I would put for 🇳🇮 , but it will go down over time
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Saturn Metals Limited
Saturn Metals Limited@saturn_metals·
Saturn Metals is pleased to report significant new high-grade assay results from ongoing resource development drilling at its flagship Apollo Hill Gold Heap Leach Project in WA, including results from the emerging higher-grade Titan Zone. ow.ly/9Y0E50YuwZ7 $STN #gold
Saturn Metals Limited tweet media
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