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Gp

@GPs_capital_

Commodities | Stocks | GARP

Gothenburg, Sweden Katılım Eylül 2023
609 Takip Edilen978 Takipçiler
Gp
Gp@GPs_capital_·
Definitely agree with OB here. Since Covid people have become more conscious about supply lines and their energy independence. The hormuz situation has only accelerated this. Bullish Silver, Copper, Lithium and Vanadium.
O B@OriginalBraila

After Hormuz, this is no longer about economics. It is about national security and increasing energy security. Silver and copper are the obvious winners. Yes, it can be delayed somewhat IF the world economy crashes. But it is inevitable that electrification speed up.

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Shipcar
Shipcar@ChineseAutoRev·
@Henrik115 What about foreign exchange problems in Bolivia? Would they be able to get their funds or not?
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Henrik
Henrik@Henrik115·
$orv.to is currently ramping Don Mario oxide operations in Bolivia that adds 55-60k AUEQ oz production on top of the current 35-40k AUEQ production in Spain. Mcap is 170m usd. New run rate Operational Cash Flow will be higher as than mcap. This is in not 2029 but in 2 months. 1/2
Henrik@Henrik115

Orvana $orv.to was under pressure lately and I have been adding to my position and it is now my largest position. I will explain in below thread how I think each of their 3 assets individually easily can underpin the current mcap. Overall 105k AUEQ producer for 184m$ mcap 1/x

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Gp
Gp@GPs_capital_·
@tripphighgrade Strong feelings. Why don’t you like them?
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Tripp Vanderlode
Tripp Vanderlode@tripphighgrade·
@GPs_capital_ I like Cerrado, and this might be the first time I agree with the clown show that is Red Cloud Securities. Fucking boiler room of a shop.
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Gp
Gp@GPs_capital_·
Price target for Cerrado raised from C$2,50 to C$2,80 by Red Cloud who have followed the compnay since 2021. BUT, if they were to use spot metals prices their NAVPS would have reached C$5.85/share. Read more about Cerrado here:open.substack.com/pub/gpcapital/…
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Gp
Gp@GPs_capital_·
$CERT.V $CRDOF
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Gp
Gp@GPs_capital_·
@sbalamaci There a lot of warrants but that doesn't have to be negative. They are at the end of the day going to get cash that they can use to grow more.
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Gp
Gp@GPs_capital_·
Just wrote a 7,000 word report on Minera Alamos. Tldr: -Highest producting CAGR in the sector 26-29 at 68% -Trading under 0,3xNPV -Production in the US -A lot of insiders buying Read the report here: open.substack.com/pub/gpcapital/… $MAI.V $MAI.NE
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Gp
Gp@GPs_capital_·
@GavMcCracken Known about it a long time. You should check out my other stuff, got some things you would probably like.
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Gp
Gp@GPs_capital_·
@EconomicAlpha Wish i was sitting on some insider info.. Would have been more interesting.
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Gp
Gp@GPs_capital_·
@FMetard Can’t forget that the Russians are also printing money now in this oil environment.
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Rucking fetard
Rucking fetard@FMetard·
$EQR.AX #Tungsten Proxy drivers (Macro > Micro) 1. The *deeper* the Ukrainain strikes in Russia, the more aggressive Russia scales mil buildup & the more aggressive Rus will be vs enablers (EU). -> EU timeline compress & volume ammo prod increases, same Russia
Bid Bird@BidBird10

SMM Rotterdam APT-prices unchanged this week despite the major haircut in China prices. SMM reported a -4% price decrease in Rotterdam price last week, but Fastmarkets remained flattish. We will see tomorrow if its Fastmarkets’ turn to go down this week. $EQR.ax #Tungsten

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Gp
Gp@GPs_capital_·
-Non Core Asset Monetisation: The 10m option agreement with AngloGold for the Michelle property provides a cash catalyst. -The NCIB Floor: If these catalysts take time to materialize the active 5 percent share buyback program provides a structural margin of safety. 3/4
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Gp
Gp@GPs_capital_·
I like miners that are both cheap and have catalyst's coming up. Cerrado gold is good example of this: -Unhedged Cash Flow: As of 2026 the company is 100% unhedged, this will triggerscreeners as the balance sheet flips to positive working capital. $CERT.V $CRDOf 1/4
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Gp
Gp@GPs_capital_·
@CoeusCap Är månskensforskare den manliga versionen av astrologi?
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CoeusCap
CoeusCap@CoeusCap·
Har publicerat två artiklar och skickat in ytterligare två i år. Inte illa för en månskensforskare med tveksam arbetsdisciplin.
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Gp
Gp@GPs_capital_·
Extraction of important leaders it seems. I don’t think the talks are going well.
Chris Rollins@ThePowerAudit

Iran is on the move right now and things are gearing up towards a climax one way or the other. 3 outbound Iranian flights today. 3:47 AM Iran Air A300 to Medina. 5:40 AM Mahan Air A340 to Islamabad. 5:57 AM Iran Air A330 northeast to Mashhad. Trump posted "The Storm Is Coming. Nothing Can Stop What Is Coming" 30 minutes ago. Thursday CENTCOM briefing on three options including ground op on Hormuz. Oil Futures are ripping. My three reads on this: 1. Last ditch deal attempt before Thursday briefing (Most likely by far) 2. Regime fleeing 3. US extracting friendly opposition leaders for installation after IRGC decapitation

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Gp retweetledi
Ehrich.
Ehrich.@EnriqueMulds·
Why EDM Resources is in a better position now than in 2021: $edm.v Compared to the 2021 PFS: - Zinc price +23% → US$1.50/lb
- DMS boosts Zn head grade +18.4%, Pb recovery to 99.7%, cuts mill feed 25%
- New gold stream (assumed, highly conservative): ~2,000 oz/yr at $4,500/oz = C$11M new revenue/yr
-Gypsum price +40% → US$12/t
- C$59M tax losses shield years 1-3
- Opex -14% from DMS waste rejection Slight headwind: 
- Lead price -16% → US$0.87/lb (cuts ~C$3.6M revenue/yr) - CAPEX now C$50M (assumed) Net result: After-tax NPV more than doubles to C$302M. Still dramatically better overall, aside from dilution over past couple years waiting on approval. What’s left to go? Final approval from fisheries, financing confirmation, and updated PFS…. All within < 3 months. 2027 Q1 production if stars align Market cap $23 million Canadian
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Gp
Gp@GPs_capital_·
@Djurvaenn 2-0 till Wallenberg
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Djurvaenn
Djurvaenn@Djurvaenn·
Rapporthandel är så sanslöst enkelt 😍
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Gp
Gp@GPs_capital_·
@marketmakerspod @Investeraren När kommer man kunna handla akiter på de mindre Kanadeniska börserna och möjligen asx.
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Keşfet

@ChineseAutoRev @Henrik115 @tripphighgrade @sbalamaci @GavMcCracken @EconomicAlpha @FMetard @elonmusk