@DonDurrett Talisker’s Bralorne is an incredible project that keeps getting better. On its way to 8 million ounces and $TSK soon to be valued in the billions.
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Bill Powers
4.4K posts
Bill Powers
@billpowers1970
Author, Analyst and Contrarian
Katılım Ocak 2010
1.2K Takip Edilen1.3K Takipçiler
Talisker Resources. Updated MRE. 3.3M oz at 8 gpt AU.
They have a strong project that everyone is ignoring. Their market cap would be at least $500M if it were 2009.
-1% today. Investors have lost their minds. 🙄
taliskerresources.com/news/news-rele…
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What do I panic buy? $mari.to $cs.to $hbm $teck $ffx.to so far
Hedgeye@Hedgeye
BREAKING: Copper makes a new all-time high
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@RikoDiscovery @Talisker_Ltd Great interview!!!
Timnath, CO 🇺🇸 English
Talisker Resources $TSK.TO
Building the Foundation for Growth in 2026 💥
Market Cap: 279M
Cash: 75M
Corporate Presentation
taliskerresources.com/site/assets/fi…
#Gold @Talisker_Ltd
Soar Financial@soarfinancial
Talisker Resources: From Explorer to Producer Terry Harbort joins us to discuss the Bralorne project, DSO production strategy, and how Talisker is ramping toward a multi-mine growth profile in British Columbia. Watch Here👇 youtu.be/8X97OvH6Kxc @Talisker_Ltd | $TSK.TO | #coi
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@FredKosters Could this be a look-alike to the 77T vein that went down 2.2 kms? It is early but if these grades continue deeper they are onto something very meaningful. Your thoughts?
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Talisker Resources $TSK.to continues to deliver. The latest as well as previously released assay results confirm that the company has a realistic potential to become a 200 koz/y producer within the next 5 years and to increase its resource base to >5M ounces. The first mine (Mustang) has recently come online with production set to gradually increase to 100 koz/y by 2028. The second mine (Olympus) is planned to start production in 2029 with a gradual ramp-up to 100 koz/y within a couple of years. This will lift Talisker’s total annual production to 200 koz.
Talisker will release an updated MRE and PEA in Q2, which should show very nice project economics. If we only look at phase 1 of the project (100 koz/y by 2028) and assume an AISC level of 1,800, $TSK will generate an AISC margin of USD 290M per year at 4.7k gold. That’s 106% of the company’s fully diluted mcap.
juniorminingnetwork.com/junior-miner-n…
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@KarelMercx @PeterRHann1 Hi Karel, Though this is not widely discussed I believe the reason is silver is disappearing is the shut down of the airport in Dubai. Silver and gold dore bars are flown in and 99.999% get flown out. Unless the airport opens and refineries re-open visible inventory goes to 0
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I’m starting to believe that Authorized Participants are buying ETFs like $SLV and then pulling the metal out.
Yesterday, global silver holdings dropped by more than 6 million ounces, yet the one-month lease rate for silver did not budge.
Karel Mercx@KarelMercx
ETF investors have sold 58 million ounces of silver in the past 2.5 months. That physical silver suddenly had no destination anymore. It should have ended up in London’s free float or as backing for COMEX / Shanghai silver futures. If I had known that beforehand, I would have said the silver market would move back into balance, because 58 million ounces is a huge amount of metal. But that did not happen. The silver market has not normalized. The 1-month silver lease rate in London averaged 0.0% in 2023 and 2024. Yesterday it was 0.75%, which is still historically very high. I cannot find where those 58 million ounces actually brought relief. If you look at COMEX and Shanghai futures, there are 67 million fewer ounces backing those futures over the same 2.5-month period. In 2022, 2023 and 2024, my view was simple: silver will go much higher once retail investors stop selling. Back then they sold more than 300 million ounces. That view is now relevant again, and the effect is even more extreme, because in 2022, 2023 and 2024 ETF investors kept the market in balance, while the market is now still completely out of balance.
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Bill Powers retweetledi
Average time from copper discovery to first production: 16+ years. That means mines we need in 2035 should have been found in 2019 — and many weren't. The pipeline is thin. This is why existing advanced projects have enormous strategic value. #Mining #CopperSupply
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@SFarringtonBKC @APKramar Hi Steve, current subscriber and love the service. Great pick with $DIN. While insider buying is nice, the share count was down a massive 15% last year due to huge buyback in Q4. Continued buybacks make the company incredibly attractive.
Timnath, CO 🇺🇸 English
@APKramar This is so bullish for $DIN brands, double the revenue, triple the profits from the same footprint. Mimosas at IHOP's brunch, combined menu with crossover items.
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@DiMartinoBooth When you take out Amazon consumer discretionary has taken a horrific beating in the last year…. $LULU and $ANF down hard lately
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Going, going, gone...
"The company is closing 12 Saks Fifth Avenue stores & 3 Neiman Marcus locations. Locations include stores in Chicago, Las Vegas, San Antonio & Tysons Va. There will be 13 Saks Fifth Avenue stores & 32 Neiman Marcus stores remaining."
nypost.com/2026/03/06/bus…
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@AmonkMonkey @Thomas_Buenger Is this the tin mine depicted in Poldark?
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Markets know that drilling creates value and SP's go up
Chris Holmes@shearluc
#TMR Tamar Minerals - Now cashed up to drill Great Wheal Vor - once one of the world highest grade #TIN mines (>5.5%) Drilling only stopped when they reached mineral rights boundary .... Tamar now have those mineral rights!
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@profitsplusid Hi Bob, Given that Dubai seems to be completely closed and is the 3rd largest refiner of silver behind China and Switzerland, do you see lack of product out of Dubai leading to a squeeze? Or is physical silver market well supplied…Thanks
Timnath, CO 🇺🇸 English
What a great interview!! Things just keep getting better at Talisker. Favorite part is the valuation target for takeover. Nice to see big numbers.
Talisker Resources@Talisker_Ltd
Terry Harbort, $TSK CEO, joined @RedCloudFS to discuss the Company’s exciting growth story, including production at the Mustang Mine, ramp-up activities, and advancement of the Olympus mine. ▶️ Watch here: youtube.com/watch?v=PRspG6… $TSKFF | #Gold | #TaliskerResources
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@DonDurrett Further proof $TSK is the best development company out there.
Junior Mining News@JRMiningIntel
Talisker Intersects 52.2 g/t Au over 0.55 metres, within 19.15 g/t over 1.60 metres, from the 2025 Bralorne Gold Project Resource Conversion Program - $TSK.TO $TSKFF.US $TSK-WT.TO | CEOCA Breaking News @GlobeNewswire/talisker-intersects-522-gt-au-over-055-metres-within" target="_blank" rel="nofollow noopener">ceo.ca/@GlobeNewswire…
Timnath, CO 🇺🇸 English
@CrweWorld Another great drill result!! With ore sorting $TSK will have Canada’s highest grade mine in H2 of this year. What is not to like?
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Talisker Intersects 52.2 g/t Au over 0.55 metres, within 19.15 g/t over 1.60 metres, from the 2025 Bralorne Gold Project Resource Conversion Program $TSKFF, $TSK.CA crweworld.com/article/news-p…
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@Oliver_MSA Life insurers are always the bag holders. The money printer will go brrrr when they need a bailout.
Whitney Baker@TotemMacro
In case you’re curious where the losses are, the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. They’ve been filling them with private credit and direct lending, all using the same private ratings agency to misclassify the loans.
Timnath, CO 🇺🇸 English
@clairvoyant2035 @goldseek Agreed. It seems pretty clear to me that the pain trade is up. Until this changes there will fortunes left on the table by this wanting to sell but not needing to sell.
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@goldseek 48 years of experience has taught me one crucial point
Markets do not make tops, when the general public is selling
Doesn't work that way
Many sold Silver at the $50.00 area
Now again selling silver at the $100. area
Weeding out the weak hands
It's all part of the process higher
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Look, another bitcoiner making up total lies, out of jealousy, as Bitcoin has lost nearly 80% in market value to Silver in just the last year. Hurts the petty ego of Mike who turned into a lying fool who shows off his lack of integrity…
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It seems we are heading into the era of S&P, NQ and Dow down, rates up, dollar down and PMs, miners up. Take a bow for laying all of this out so clearly in recent months!!! Well done!
Momentum Structural Analysis@Oliver_MSA
All jokes aside, this latest development in the Fed situation is fascinating. If I were a holder (especially foreign) of US govt debt, I'd be getting increasingly nervous now about holding those paper assets. The hard asset bull market is so far from over.
Timnath, CO 🇺🇸 English
@profitsplusid Thanks for the reply. I suspect the “sell to close only” would be coupled with cash settlement. This would destroy trading on the CME and put it into price irrelevancy. They are headed this way anyway.
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@billpowers1970 a concern would be to enforce existing rules that allow only "sell to close only" no new buy orders to open new positions
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@profitsplusid Hi Bob, do you think Monday’s margin hikes on Comex will hurt the shorts more? Seems to me a margin hike will force thin capitalized shorts to cover. What are your thoughts on this? Thanks
Timnath, CO 🇺🇸 English
@DarioCpx @Silver99059510 Hi Dario, completely agree that a rise in margin requirements would be devastating to shorts since all are underwater now. OI going down indicates shorts are covering and a margin increase would accelerate that. You are a great follow! Thanks
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They cannot raise margins because that will hurt the shorts badly right now, reason why they didn’t do it and they cannot do it. Comex lost the grip on silver the moment they pulled the plug on Thanksgiving night
Mardo@MardoResearch
@DarioCpx Any concern around CME raising margin requirements?
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