Jon Doyle

411 posts

Jon Doyle

Jon Doyle

@JonDoylePD

Katılım Mayıs 2013
156 Takip Edilen143 Takipçiler
MinerDeck
MinerDeck@MinerDeck·
Gold production Q1 — Mid-tiers
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NoLimit
NoLimit@NoLimitGains·
When did you make your first million?
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LEVRD Matty
LEVRD Matty@mattmichaelOG·
Alistair Stephens joins me on LEVRD to break down the Power Minerals $PNN story and why the Morro do Ferro rare earth project in Brazil is a bit different. We get into: - The acquisition of Morro do Ferro - Extremely high-grade TREO and magnetic REE results - How the project compares to neighbouring Brazilian rare earth plays - The strategic importance of NdPr, Dy and Tb - Exploration upside and metallurgy - Why major players may eventually care about the district A deep dive into rare earths, geopolitics, Brazil and what could separate Morro do Ferro from the pack. Youtube - youtu.be/3Vo7XX7wEfM Spotify - open.spotify.com/episode/7HIhOP… #RareEarths #CriticalMinerals #Brazil #PowerMinerals #REE
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Jon Doyle
Jon Doyle @JonDoylePD·
@NorthstarCharts Good chart. Unsurprising. That’s why it’s best to only own the miners and juniors that truly create value; with the drill bit. Averaged out by the majors that component is lost. Good mid-caps and discoveries make the difference! #GGP
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Northstar
Northstar@NorthstarCharts·
GOLD MINERS - I'll get a lot of hate for this, but it's simply the truth 👇
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Jon Doyle
Jon Doyle @JonDoylePD·
@elonmusk Will AI be able to find the materials to build itself…?
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Elon Musk
Elon Musk@elonmusk·
Where will AI be in 1, 2 or 3 years?
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Jon Doyle
Jon Doyle @JonDoylePD·
@badcharts1 Interesting Patrick. I’ve noticed some fairly significant flows very recently into Greatland. Is that one bucking the trend …? Or, is institutional money using this pull back to load up? hotcopper.com.au/threads/instit…
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Patrick Karim
Patrick Karim@badcharts1·
Truth About The Gold & Silver Miners. Yes, they had a great run. Most of our winning trades have been miners in the past year. But that seems done now. I wouldn't trust anybody that can manage to spin this as a lower risk, higher reward "BUYING" opportunity.
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Jon Doyle
Jon Doyle @JonDoylePD·
@thoreau_devotee @TaviCosta I have to 2nd Greatland - exceptional management! Added 6.5 moz recently cost of discovery $3.5oz US. Should become a 500-600koz producer over next 2-3 years. AISC margin per oz top 5 globally.
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Otavio (Tavi) Costa
Otavio (Tavi) Costa@TaviCosta·
Mining companies today are generating the largest profit margins of any sector in the global economy by far. Much of the market remains asleep and still analyzes mining through an outdated framework from decades ago. To be clear: Miners today are producing profit margins nearly double those of tech companies. At current metal prices, this environment is absolute nirvana for well-run mining businesses. tavicosta.substack.com/p/mining-more-…
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MacroEngine
MacroEngine@TheMacroEngine·
@Barchart Treasuries are soaring on GROWTH not Inflation. Please understand that this is bullish… x.com/themacroengine…
MacroEngine@TheMacroEngine

If you can’t wrap your head around 10Y yield at 4.57% while the market is near highs, please keep reading to understand the credit cycle. 10Y at 4.575%. $SPX near all-time highs. Inflation expectations creeping up. Supposed to be impossible, it’s not. Yields are rising on growth, not fiscal panic. Real yields barely positive, breakevens stable at 2.3-2.5%, nominal GDP repricing higher. That’s reflation, not stagflation. CREDIT. HY sub-300bps. IG sub-100bps. Tariff stress test came and went and spreads went mostly unchanged. Corporate cash flows are outrunning the rate burden, the only thing that actually matters for whether higher yields kill the expansion. Inflation expectations up with tight credit = the market saying nominal growth is hot enough to absorb sticky inflation without breaking balance sheets. That’s a melt-up regime in one sentence. Real-yield negative still forces capital down the risk curve. Pensions, insurers, sovereigns can’t hit return targets in cash or bonds. They’re structural buyers of equity and credit no matter where the 10Y prints. Higher yields with no Fed cuts priced and equities at ATHs = the bond market endorsing soft-landing-to-no-landing. The regime needs the Fed not easing into a weak tape. The kill signal isn’t a hot CPI or a 5% 10Y. It’s HY spreads breaking 400bp while breakevens stay above 2.5%. Corporates losing the race against their cost of capital. Until that shows up, higher yields are a feature of the expansion, not a threat to it. Watch credit, not the 10Y level. @Globalflows

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Barchart
Barchart@Barchart·
BREAKING 🚨: United States of America U.S. 30-Year Treasury Yield soars to 5.12%, the highest level since the run-up to the Global Financial Crisis 📈🇺🇸 Dear God 🤯
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Jon Doyle
Jon Doyle @JonDoylePD·
@paddygall1 @Greatland_GGP Whilst the results clearly indicate >2km of geological continuity - it can only be inferred at this stage. However- I’m clear in my mind geological continuity is highly probable. WDU is massive. absolutely massive! Market in for a shock when they fully delineate 20+ years mining.
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paddygall
paddygall@paddygall1·
From the RNS you can see WRC17902 from 2011 is on the edge of the high confidence envelope Pic 3 shows the location of the collars of the 2011 & 2026 drills If continuity is proven it's gonna be a big orebody... #GGP $GGP @Greatland_GGP #Telfer #WestDomeDeep
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Jon Doyle
Jon Doyle @JonDoylePD·
@Oliver_MSA Greatland Resources (London) +11,787% 😉 True value creation… And much more to come
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Momentum Structural Analysis
Momentum Structural Analysis@Oliver_MSA·
You hear this all the time that miners don't beat the metals, they get diluted, juniors are particularly crap. Some will tell you to avoid stock picking and just buy the ETFs, others will say NO, you MUST stock pick... And yet. We're going to be fair here, and start from January 2016. Why, because that's when MSA called the cyclical bear market lows for monetary metals and miners. So let's say you followed our advice and threw your money into every mining stock that was around then, the mining ETFs, gold, silver. And just for fun, you also bought the SPY, QQQ, and all the top tech stocks. Mining stocks must be garbage, right? The mining ETFs must be even worse! Well, $SILJ is beating the NASDAQ100. I saw that ETF getting a ton of hate heaped on it the other day. $GDX and $GDXJ aren't far off. All of the mining ETFs ($SIL, $SILJ, $GDX, $GDXJ) are beating silver, gold, and the S&P500. $PAAS is beating $MSFT. $NEM and $GDXJ are matching $META. $AG is matching $MSFT. $CDE is beating $MSFT, $NFLX, and $AMZN, and matching $GOOGL. $HL is doing even better. $SCZM, a junior, is beating all of the top 10 stocks and Mag7 except $NVDA. I picked on those because they're some of the most hated miners. Everyone always says NEM, CDE, HL, and AG have terrible management, their finances are garbage, blah blah blah. There's over a dozen juniors trading blows with the top tech stocks, even beating most of them, like: Guanajuato, Idaho Strategic Resources, Anglo Asian Mining, Santacruz Silver, Silver Storm Mining, Silvercorp Metals, Amex Exploration, Patagonia Gold, Eloro Resources, Orvana Minerals, Golconda, Skeena, Southern Silver Exploration.
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Jon Doyle
Jon Doyle @JonDoylePD·
@Pete__Panda Pete you report this but omit the 58m at 7g equivalent 1.2km extension to the monster Telfer WDU discovery at GGP… Mintwit - where did you go wrong? Never mind 1 moz try 20 or 30…. 😂
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🅿🅴🆃🅴@Pete__Panda·
ohhhhhh San Lorenzo $slg.v
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Greatland
Greatland@Greatland_GGP·
Step-out drilling at Pinnacles has returned wide, high-grade mineralisation south of the current West Dome Underground resource, including 58.7m @ 6.5g/t Au & 0.1% Cu. The result highlights potential extension of the West Dome structure at Telfer: bit.ly/4dztOzn
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Jon Doyle
Jon Doyle @JonDoylePD·
@shaun_day_ Tremendous to see you achieve 5 successive successful years at Greatland!!
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Shaun Day
Shaun Day@shaun_day_·
Tremendous to see a new Cat 793 delivered to #Telfer and the new tray livery. The fleet investment provides the opportunity to continue to drive Open Pit productivity at #Greatland #GGP $GGP.L #Gold #Copper
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unusual_whales
unusual_whales@unusual_whales·
Tom Lee stated that we will have “one of the best 18-24 month periods we have seen in our life”
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The Mining Bartender
The Mining Bartender@jtourzan·
Regis to merge with Vault. $rrl.ax $vau.ax Vault to receive .6947 shares in combined entity. Regis 51%. Not sure that I am a fan of the move.
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Jon Doyle
Jon Doyle @JonDoylePD·
@Pete__Panda Not a patch on Telfer/GGP mate. They have way more! 8moz added in maiden drill program - funny you guys never mention it 🤣
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paddygall
paddygall@paddygall1·
@shaun_day_ mentioned in the call earlier this week that the EPBC approval had been received and it has updated today on the website to confirm Just awaiting EPA now and deadline for appeals closed yesterday #GGP $GGP @Greatland_GGP #Havieron
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