Resource Insider

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Resource Insider

Resource Insider

@ResourceInsider

We source, vet, and invest in the best opportunities in mining, energy & infrastructure. Get our best ideas first - join our free newsletter.

Vancouver Katılım Ağustos 2019
241 Takip Edilen396 Takipçiler
TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
#Nasdaq finally starting to tank with -2.20% as we speak. The Nasdaq short starting to pay off. When you think about it. Every crash in markets seem to be because of something "America" is behind....
TheApeOfGoldStreet tweet media
TheApeOfGoldStreet@TheApeOfGoldST

#Nasdaq should soon realize reality and tank. This situation with #IRAN is remarkably dangerous and Nasdaq hasn’t priced in the risk one bit. I’ve seen no sign of de-escalation and until we see that I believe Nasdaq is a great short here. Nasdaq is currently +1.3% the last 5 days.

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Silver Santa
Silver Santa@Silver__Santa·
@Histoguy Agree. Inflation to eat the debt away, and lower rates to eat the interest on the debt away.
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Silver Santa
Silver Santa@Silver__Santa·
Well it seems my timing couldn't have been any better. Not the first time that happens 🤩
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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
I added some shares today in: $DEF.v (Defiance Silver) 0.260 $CKG.v (Chesapeake Gold) 3.32 $APGO.v (Apollo Silver) 3.68 $AGMR.v (Silver Mountain) 4.07 $SCZ.v (Santacruz Silver Mining) 13.02
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Silver Santa
Silver Santa@Silver__Santa·
Not a great week, with the PF down -10.9%. The month remains positive at +1.2%, and the year is still up +5.3%. The volatility was expected, but it has been quite extreme — +9% last week, followed by -10% this week. The PF remains concentrated in producers and pre-producers (62.1%), followed by developers (28.7%) and explorers (4.3%). By metal exposure, it is mainly Gold (47.1%), then Gold & Silver (19.4%), and Silver (28.6%). With the current turmoil, I believe producers and gold exposure provide more protection, while still maintaining meaningful leverage to silver if the precious metals move accelerates. For now, my cash position remains around ~5%. Let’s see how it plays out.
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Silver Santa
Silver Santa@Silver__Santa·
#JUNIOR Portfolio 2026 March 06   + Performance + Since 1 Week: -10.9% + Since 1 Month: +1.2% + Since 1 January: +5.3% + During 2020: -27.4% + During 2021: +32.1% + During 2022: +41.6% + During 2023: +78.0% + During 2024: +12.6% + During 2025: +258.4% + During 2026: +5.3% + Since 2020: +926.2% + Since 2021: +1314.4% + Since 2022: +970.3% + Since 2023: +655.8% + Since 2024: +324.7% + Since 2025: +277.3% + Since 2026: +5.3% + Averages + Average AAGR: +57.2% + Compounded CAGR: +39.5% + 1-Week Best + FRED: +42.5% + PER: +12.5% + 1-Month Best + PER: +114.3% + FRED: +54.1% + RBX: +14.6% + AGLD: +8.3% + AGMR: +7.2% + ORV: +6.6% + JAG: +6.2%
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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
#Silver stocks im tracking closely to add on further weakness: $GSVR.v - Guanajuato Silver Dropped: 1.15 → 0.62: -46.09% Needed reparation upside: 0.62 → 1.15: +85.48% $GRSL.v - GR Silver Mining Dropped: 0.750 → 0.390: -48.00% Needed reparation upside: 0.390 → 0.750: +92.31% $EQTY.v - Equity Metals Corp Dropped: 0.600 → 0.360: -40.00% Needed reparation upside: 0.360 → 0.600: +66.67% $SSV.v - Southern Silver Dropped: 1.13 → 0.67: -40.71% Needed reparation upside: 0.67 → 1.13: +68.66% $SCZ.v - Santacruz Silver Dropped: 23.90 → 13.58: -43.18% Needed reparation upside: 13.58 → 23.90: +75.99% Personal comment: Most #silver #juniors are currently -40% to -50% from their 52w highs seen just 5-6 weeks ago. That drop size is usually my fav range to start size up big into these guys, but with the ongoing #Trump stupidity to join the rogue #Israeli army to further spread warcrimes in the Middle East by breaking international law and attacking #Iran, we may see even more weakness nearterm. I’m currently 28% in cash, and if the names mentioned above stay on sale over the next 1–3 weeks, I may raise even more cash from other positions to increase my allocation to them. I like them at these levels, but I’m staying somewhat cautious as markets could still panic a bit more before this situation is fully priced in. But it is time to start scaling in on further weakness here shortly imo. #Silver
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Silver Santa
Silver Santa@Silver__Santa·
THE DELTAS WITH THE 2M HIGHS
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Resource Insider
Resource Insider@ResourceInsider·
4.4Moz AU indicated in Ontario. ~C$366M market cap. @muddywatersre is Mayfair Gold’s largest shareholder. For a firm known for short activism, that’s a notable vote of confidence—and a signal the peer valuation gap won’t persist forever. $MFG
Mayfair Gold@mayfair_gold

$MFG's largest shareholder, @muddywatersre's CEO Carson Block, was featured on @ResourceInsider discussing the often-overlooked mining sector. More investors are realizing the diversification benefits of gold in multi-asset portfolios. 📺 Watch here: youtube.com/watch?v=vp9xLW…

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The Gold Bull
The Gold Bull@ben90357282·
@au_engineer Didn’t have that one either but our time is coming due with Galway. Market can’t ignore a deposit like Clarence much longer.
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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
When you see #Silver -2% and #SILJ +2% the same day it is usually a sign that a big move is coming the next day. Note: “Usually”, not always.
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