BaggersVance
33 posts


@smzy2024 @TheApeOfGoldST Have you even listened to any calls from produces this last quarter? Has no meaningfull impact on ASIC.
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@TheApeOfGoldST Bro, the gold and silver mining industry is being crushed by oil prices right now
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@EmperorMetals This is still one of the most undervalued juniors in the market.
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Free gold and sulphides continue across the full strike length, highlighting a broad mineralized system.
A new occurrence within the conceptual Main Open Pit, ~1.5 km away, adds upside to the east and at depth.
~23,000m of combined drilling and resampling completed. Results coming soon.
$AUOZ.C $EMAUF
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@Sorenthek In their guidance they forecast 120k oz a year, in 2029 when Rowan is online. Easy hold for a 10 bagger.
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@ThiedeInvests So no longer term investors? They do plan to have 2 mines operating at 100k plus oz a year in 3 to 4years.
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@garysavage1 We're you a weighlifter? What was your total? I love the sport.
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Fundamental truth: No pain, no gain. As a national champion in 3 different sports and a world champion in one, I'm acutely aware of the sacrifice and discipline necessary to reach a very high level of success. This applies to business, and almost all aspects of life as well as sports. If you want to succeed in life you better be prepared to sacrifice and work. True success in life is earned. If it's not earned and instead given to you, inevitably that kind of success is not appreciated and quickly squandered.
Unfortunate truth: In politics pain needs to be avoided at all costs. Tell people that they will have to suffer some short term pain for long term gain and you will get voted out in the blink of an eye.
The result: Terrible policies that deliver short term freebies at the expense of compounding long term bad consequences.
Both parties are somewhat guilty of this, but the democratic side much more so. Liberal politics 101, free stuff, appeal to morality, stoke envy and outrage in the middle and lower class, equality, etc. All of this is great for getting votes but terrible for long term consequences.
Notice Democrats always want more taxes to fund more giveaways. Never to actually lower debt. By the way the problem has never been a revenue problem, it's always been a spending problem. It's never been that greedy billionaires aren't paying their fair share. It's always been greedy politicians don't know how to control spending other people's money (again both parties are guilty of this).
So when you see Elizabeth Warren, Bernie Sanders, or Zorhan Mondami talk about making the rich pay it's never about actually trying to fix the problem. On the contrary, they plan to make the problem bigger by wasting that money and increasing the debt with more giveaways designed to generate votes. Trust me, none of these people give a damn about helping anyone but themselves. And they aren't shy about playing on your sense of morality to accomplish their goal.
And because this is universally true, all governments eventually go bankrupt and collapse, Liberal ones a little faster than conservative ones. And liberal governments also tend to drift toward socialism during the end game despite its flawless record of failure and misery for all.
We got a brief reprieve with the elections of Trump but neither party is serious about curing the underlying problems so the decline will continue. And since neither party will make the hard choice the only alternative is to try and grow the economy out of the debt, but that requires lower taxes, a lot more fossil fuel energy, & less regulations. All things the Democratic party is opposed to.
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@GoodnightCaps @robert_ivanhoe Exactly what ive noticed. Deliberate sabotage? Environmental terrorism? Or just good ol fashioned coincidence?
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@robert_ivanhoe There have been A LOT of refinery fires lately.
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MAJOR DISASTER: fire at Australia’s Viva Geelong oil refinery, one of the country’s last two remaining facilities.
Explosions, 60-metre flames, and the blaze still out of control hours later.
In an era of surging energy demand and tightening conventional fuel supplies, this is a stark reminder of infrastructure vulnerability.
Everything affects everything, everywhere, all the time.
youtu.be/aG8-krc7POE?si…

YouTube
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@rebelfilosopher @Osint613 It literally was a guns for butter deal that US made with everyone during the Cold War.
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@Osint613 This man treats global security architecture like a subscription service: “We protect you, now smash that premium upgrade button.
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Trump:
The Strait is critical for Japan, they get about 93% of their oil through it. South Korea gets roughly 45%. Yet these countries haven’t really helped us.
I ask them: are you going to help?
We have about 45,000 U.S. troops in Japan and about 50,000 in South Korea. We guard them and protect them.
But when we ask for a little help in return, they don’t help us.
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@LukeGromen Hey Luke whats your take on the law the US passed to forbid buying certain minerals from China Jan1st 2027?
rareearthexchanges.com/news/the-penta…
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@Sorenthek Silver atomic number 47
Trump is 47th president
Today is 4/7
47 years since Iran revolution
Today's shitshow was no accident.
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@SexAbuseAttys @duediligenceguy Are you read The End of the World is just the beginning by Peter Zehian? Everything he talked about in that book is playing out just quicker and more chaotic.
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Why does no one see the beauty, the opportunity in this situation? Trump could come out looking like a genius. Other than OG neocons and the military. industrial complex, no one wants to see America waste any more blood and treasure on the middle east. Withdraw entirely from the region and let those in the region fill the vacuum, force them to negotiate and mediate their differences without a bankrupt hegemon 7000 miles away interfering. We had a geopolitical and economic interest in the place fifty years ago before the collapse of the Soviet Union and the shale revolution. Today we have none.
Fifty years ago Richard Nixon defended our financial and material support of Israel because it cost us "less than the Sixth Fleet." Today the cost of supporting Israel is extravagent economically and geopolitically. It could even cost us nuclear Armageddon. Declare victory and come home.
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If they are crazy, why appeal to their reason?
Iran's response to these threats has been to attack. Isn't doing the same thing and expecting a different result a definition of insanity?
But the big question is: Does this rule out another TACO, guaranteeing more Oil Shock?
(I shouldn't need to say this, but to the hot-heads out there: No, I do not support the regime in Iran and I'm not a Democrat. I'm just a resource investment due diligence guy, trying to view the situation impartially.)

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@ThiedeInvests @valconitivo Yes great write up. Exactly why I took a postion last spring. Thanks for confirming the thesis.
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@LukeGromen This is looking like the ramblings of The Mad King from Song of Ice and Fire.
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@HistoricalFund @TaviCosta Yes that's what I've come to believe to be the most likely thesis for copper demand. Like you said, the luxury items will be the icing on the cake.
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@VanceBaggers @TaviCosta The billion people without modern grid access is the demand story that doesn't make CNBC but absolutely moves the 10-year copper chart.
Basic infrastructure doesn't get postponed the way luxury demand does.
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The remarkable resilience of copper prices given what we’re seeing across markets cannot be ignored.
It’s striking how the metal is evolving from a traditional cyclical gauge of economic activity to one increasingly driven by structural demand and a tightening supply backdrop.
This is the time to be building a position, in my view.
If recent volatility hasn’t derailed it, what will?
open.substack.com/pub/tavicosta/…

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@HistoricalFund @TaviCosta Long term its.. there is over billion people that don't have modern electrical amenities like the developed world. They will develop and demand copper for basic grid build out.
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@TaviCosta Short term copper still trades with macro, long term it’s electrification and AI infrastructure driving demand.
The market’s basically juggling two timelines now.
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@VanceBaggers @RealRickRule I covered that question in the recent interview with Rick.
youtu.be/_X9BBpeEXeg?si…

YouTube
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And, most days, the dollar volume in SPUT exceeds to dollar volume in the spot market. Is the Sprott market the true spot market?
📐triANGLE INVESTOR@capnek123
I had an absolute masterclass on #uranium and #nuclear energy with Grant Isaac. We covered everything—from supply gaps and contracting to spot and demand.... The full interview is already available to my Substack subscribers (free). Public release drops Monday.
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