Yonki Poor

@GavMcCracken @calvinfroedge @toiletkingcap Congrats. Thanks also for the article...although I missed some thoughts on oil

1) to celebrate hitting 10k followers, I'd first like to thank my mystic @calvinfroedge, and my quant @toiletkingcap 2) A lifetime sub to Demystifying Life will be given to a random person who comments and reposts this. 3) I made this article free (it was paid) to show how my newsletter performed. I've given many updates since then & told my stack that I opened a very large position in oil a few days ago. Also called $MUR at $30 recently. open.substack.com/pub/gavinmccra… 4) I am not a financial advisor, and my substack isn't about finance. It's the log of a polymaths thoughts, from fitness, health, to geopolitics, and my thinking process about how I hit such ludicrous multibaggers in commodities, it's all in here.

@DonDurrett Where do you see oil in the coming months? It could eat miners margins even with gold and silver going Up?

Mid-Week Macro Gold and silver were up big on Friday and Monday, then crashed on Tuesday. The HUI reached a new ATH on Monday at 978. Today it closed at 902. That is a 7.7% correction so far this week. Let’s see how we close on Friday. The war in the Middle East is supposed to help gold and hurt the stock market, but the opposite seems to be happening. The S&P closed today at 6869. That is only around 100 points from an ATH. The stock market is ignoring the war so far. As I have said, there are only two things to focus on in the near term: 1) The S&P 500, as we wait for it to roll over. 2) Corrections in gold and silver (we had another one on Tuesday). Everything else is just noise. I ignored the volatility in the gold/silver prices and bought stocks today after attending MIF/PDAC in Toronto. I’ll list my top picks from those two conferences on Friday (on the GSD forum, Substack, and X). There are two lists: 20-baggers and 10-baggers. I was amazed at how many extremely cheap, good risk-reward stocks I found. The combined list includes 19 names. My take has not changed: gold is going higher. I expect to see at least $7,000 gold during this bull market in gold/silver, and it should last at least 2 more years. We likely only have a few more months to accumulate gold/silver miners at these silly valuations. Once the quality names, such as Newmont, Agnico-Eagle, and Hecla, double in value, all of the other stocks will come along for the ride. Build your portfolio now, although buy some Band-Aids for the falling knives. It’s never easy buying floors in a bull market that wants to buck. Where is the next floor? My guess is around $4,500 to $4,700 gold, and $55 to $65 silver. Those seem low, and we probably won’t reach those bottoms, but they are in play. Be prepared to buy those dips, but don’t be afraid to buy cheap 10-baggers while we wait for those dips. I bought quite a few of those 19 names this week.

@AbrilQuim Gracias! Tiene bastante buena pinta

@AbrilQuim Qué precio breakeven calculas para Minera Alamos?

✅Es un buen momento para calcular precios spot breakeven implícitos en valoraciones fundamentales. Ej: $APM

@TheDailyGold Is this a good time to buy miners?

Silver’s run went too far for a retest. The most bullish setups retest soon after breaking out — think Gold in ’78 and 2010. If Silver falls far enough to retest from here, it’s not stopping at $50. Narrator: It's not going back to $50.

@davidbateman If gold and silver continue to rise, i think oil will follow. Is the blood of the system.

I believe gains in precious metals will continue to outpace the rest of the commodities complex. When the financial system crashes, demand for many commodities will drop. People are desperate for proven monetary alternatives, especially those that are highly liquid and not subject to counter party risks. Commodities that don’t accomplish this won’t keep up, with perhaps a few exceptions Not financial advice

@JrMiningNetwork @GavMcCracken

Andean Precious Metals Announces C$83.1 Million Bought Public Secondary Offering of Common Shares $APM.TO tinyurl.com/2dkew4hv

@GavMcCracken I did also with part of It!

@YonkiPoor Yes, with $APM surging today I do

At this stage in the cycle you want to own producers that are < 12 months from bringing a mine online and also trading below 25% of NPV8. I can think of two, one is bringing a gold *and* silver mine online within the next few weeks, and trading 9x below NPV8 😉

@GustavoBolsa Las mineras estos días están muy tímidas...crees que se pondrán al día con la plata pronto? Si siguen así, no merece la pena el riesgo/beneficio

(Este tuit es continuación de los anteriores en el que se pretendía tocar los cojones y también pretende tocar los cojones) La plata ha generado en 1 mes más capitalización bursátil que Bitcoin en aproximadamente 180 meses de historia completa.😎

@GavMcCracken Lets see if miners do their homework these days

@YonkiPoor When things move fast the move tends to be short lived. Silver is moving fast.

So silver is $75 USD... Guess $APM.TO $ANPMF having an operating silver mine and direct ownership of silver beta via $SILJ and $SCZ.V $SCZ really was as legendary as I was pounding the table. Hope y'all gambled on this one with me! $APM to go higher. Andeanshire Hathaway

@GustavoBolsa Si sacas la tasa de interé durante los años cotizados, para obtener esos multiplicadores, tampoco sale tan alta no? Que te devuelvan lo cotizado + un interés que cubra una pequeña parte de la inflación no está mal...

Por cada € cotizado, el actual pensionista recibe 1.62 €. Fin de la cita.

@GavMcCracken erbol.com.bo/econom%C3%ADa/…

1/4 Catalysts: $APM.TO $ANPMF 🧵 Life of mine (LOM) extension at both mines. Their drills have hit, my geologist has gone almost all in anticipating LOM extensions in HQ 2026. The COMIBOL ore starts arriving at 300g/t silver in May, & was prepurchased when silver was $30/oz.

@GavMcCracken @citsecurities @Citadel Where do you expect the Gold -to-Silver ratio to go before Silver takes a break? Below 60?

The blue line is the gross profit growth in $APM.TO $ANPMF. The blue line doesn't include the fact Q4 has +10mil to EBIT from just $APM's investment in $SCZ.V alone. Since October, @citsecurities @Citadel has heavily shorted it, destroying the bid. I'm adding before Q4 earnings.

@GavMcCracken Yeah, i expected more today...lets see if the market begin to see It

@YonkiPoor Ty Yonki, truth is we should be at a new ATH with this price action in gold/silver

The reason I called them Andeanshire Hathaway is because they put their 120mil USD cash into $GDX and $SIL to hedge against gold and silver going higher, which would make their acquisition target more expensive. 🧵 If you're a gold/silver bull $APM.TO $ANPMF is the best stock.

Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm. They'll crush earnings, and the market will realize they're going to be the most profitable gold and silver jr in 2026 and beyond. The fundamental picture will change, again.

@GustavoBolsa Si tomas una pareja trabajadora con 2 niños y 2 abuelos (vamos a asumir que otros dos abuelos ya han fallecido), te sale que el 33% mantiene a la familia.

En España hay dos tipos de ciudadanos: los que producen y los que viven de los que producen. El problema no es la coexistencia, sino la proporción: 7 de cada 10 dependen del Estado, que vive de lo que roba a los otros 3. No es solidaridad, sino expolio institucionalizado.

@DegenAnon6969 Tell me when

🚨 Prediction: A multi-nation military strike, including the US, could spark a COVID style liquidity crisis, markets crashing, all assets bleeding red in a global sell-off. Buckle up for risk-off chaos.