
Rusty Roggers
1.3K posts

Rusty Roggers
@RustyRoggers
Last phase boomer; independent; fascinated by geopolitics; Mining commodities focussed investments and trading.









Been loading up today. Took 2 new positions on Anglogold Ashanti $AU & also Highlander Silver Corp $HSLV. Also averaged up again on Hecla $HL. Anglogold Ashanti has been one of best performing majors the last year in terms of SP. Highlander is a speculative buy for me on silver. I loved this project from back in SSR days, in fact almost joined them as COO in 2009. They don't have anything in Mexico. Hecla...damn I ❤️to hate this company. But I got this feeling the new CEO is taking steps in the right direction. Its also one of the few Ag stocks not in Mexico. Silver is a very volatile metal in terms of price, so these are high risk plays for me. I am still very bullish on it though. The new gold play is another longer term gold store of wealth. I prefer to hold the stonks to hard metal given its directly leveraged to the PoG and anyways, I am already producing physical silver in my day job. 😜







The ABC is trying to soften people up to accept Labor's increase in capital gains tax by telling us that the oldest, richest Australians are the ones who presently benefit the most. They're right - but yet again they unashamedly go into bat for Albanese: abc.net.au/news/2026-05-1…















Gut feel is ppl won't be impressed at first glance.. but there’s a lot to digest in the documents inc. synergies, scale benefits, diversification, fwd value accretion (e.g. mine life extensions, operational improvements, regional optimisation) etc. which are difficult to quantify precisely / short term.. however, the 8.5x EV / CY25 EBITDA multiple looks ok when you consider it's cycle trough coal pricing - the depressed trailing EBITDA inflates the headline multiple relative to a normalised/fwd basis.. compared to the 11.1x peer average, it offers a clear discount, providing a margin of safety + upside from any price recovery / bull mrkt.. $YAL.AX #coaltwitter











