George5289

@JoshTradeOption $LODE

What’s your highest conviction, most bullish stock for the rest of 2026? We’ll bookmark this on Saturday and come back 12/31/26. Winner will get this award 🥇

@SultanAmeerali What, if anything, will be a signal to continue holding or dispose of $LODE? Know in the past you have, correctly, called some peaks along the way

Recent Nevada land sales value the real estate inside $LODE at $1-billion. There’s also a large fund with an 8.1% stake. I added to my position today.

@broheim777 Was right on the call of SSOF's optioned land being currently owned by ERGS, gotta count the wins

@broheim777 What is your source on the land being from the Duval family? Current parcels make 2000+ contiguous acres extremely difficult near the airport. I think it may be through ERGS but have no additional backup besides visual location

$LODE, I have said for months that SSOF is a major part of the investment thesis. This is not to say that recycling is unimportant. The ROI on the recycling may in fact be exceptional but it depends on whether the unit economics hold true.

@_10delta_ Agree with the main points. IMO US will abandon fiat currency as the main energy exporter and use that to level their BoP. Substantial growth from influx of capital and price deflation as goods are restructured in gold.

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February. Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance. The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible. 1st was Europe, which laid the groundwork. The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40. Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT. Europe was transformed from a customer with options into a captive market now purchasing its survival in USD. 2nd was Syria. The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean. The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed. This isolated Iran geographically & cleared the path for what came next. 3rd was Venezuela. In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily. The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone. Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to.. 4th is Iran & the Middle East energy shock. Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled. The only remaining scaled supplier? The United States. If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil. This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system. The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency. The structural repricing is happening regardless of how the conflict resolves. But the US grand strategy goes deeper.. Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths. By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale. The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas. On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls.. Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy. Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal. Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass. Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years. Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost. Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first. The US is seizing all 3.

@broheim777 This is all the land they have under contract from ERGS, predominantly commercial - some adjacent MSFT. Lack of contiguous parcels is harder to develop...curious if the 300MW is a overall allotment or can be concentrated. Mid-Size DC uses 30-50MW

@broheim777 How do you know their 2,500 acres is directly opposite Nighthawk?

@CDe_Gasperis $LODE hopefully Tuesday night EVERYTHING becomes clear. We were promised this in FEBRUARY. Regarding SSOF, as I’ve tried to explain, since January 1st the land has increased in value by a lot!

@broheim777 You are forced to give load requirements. Depending on the purveyor, these can be anticipated to a large degree. What's interesting is that they're doing another Phase 1 environmental report. Phase 1s are typically part of buyer's DD during acquisition

$LODE here is the fucking point for you all with ADD- the utility doesn’t give a 300MW LSR to a land speculator. They (the PUCN) is strictly forbidden. They want to know usage, future plans, etc. SSOF HAD to provide a binding agreement w/a hyperscaler

$LODE so lets recap: in the 10k they got gas, 250-300MW of gas via the Great Basin project (SW Energy). You can read about SW Energy and their gas pipeline in their last earnings report. Now you only get this via a reservation and only this scale for BTM.

@BostonBogey Similar position. In 2022, after self-education, I was back for grad school and took a 400 level econ class on monetary policy, debated the professor as he thought we didn't inject enough money during covid🤦‍♂️

I have a degree in economics, but it was all Keynesian school brainwash (wokenomics) that taught from the standpoint of pro big government and interventionism. I’ve been doing a lot of self-educating over the last few years, and would consider myself well equipped to hold my own in a debate on economics with any socialist or keynesian apologist. My top Austrian school book recommendations are basically any and all works you can get your hands on from Carl Menger, Ludwig Von Mises, Murray Rothbard, and Friedrich “F.A.” Hayek. You can get a degree-level education with the following books & essays. Short Reads & Essays: - Anatomy of the State (Rothbard) - What Has Government Done to Our Money? (Rothbard) - Economic Calculation in the Socialist Commonwealth (Mises) - Austrian Business Cycle Theory (Rothbard) Core Reads: - Principles of Economics (Menger) - The Road to Serfdom (Hayek) - The Ethics of Liberty (Rothbard) - The Theory of Money & Credit (Mises) - Man, Economy, and State w/ Power & Market (Rothbard) - Human Action (Mises) Additional recommendations: - Bureaucracy (Mises) - Planned Chaos (Mises) - Profit & Loss (Mises) - For a New Liberty (Rothbard) - The Fatal Conceit (Hayek) - The Betrayal of the American Right (Rothbard) - America’s Great Depression (Rothbard) - The Mystery of Banking (Rothbard) There are many more, but these are the books I’ve been reading to further my education. I also recommend watching lectures and listening to podcasts from @mises Institute’s YT channel called “misesmedia”. They also offer free online courses that link to unlisted videos on their channel and provide quizzes to test your progression. If you create a plan to read these books and take these courses, you’ll have a bullet-proof understanding of real economics and be able to make any Keynesian or Socialist look like fools.

@ShurtzJose48765 @SilverDegen Taseko's Florence mine is now producing cathodes

@SilverDegen Best copper stock right now…I’m listening

🚨 One of the world's largest open pit copper mines, produces about 300,000 tonnes of copper annually, roughly 4% of global refined copper supply has shut down 😳

@redpillb0t $LODE get ready to kickstart that facility

A single hail storm in Damon, Texas, destroys thousands of acres of solar panels. Is it really wise to make ourselves dependent on expensive energy infrastructure that can be rendered permanently useless by a bout of bad weather?

@outsanest @broheim777 Market cap is on par with $4.50 pre February dilution. Holding up nicely today. $4/share today is almost $300MM roughly $5.75 pre dilution.

@broheim777 I have a strong feeling the ATM is being utilized to a rate of 100k shares per day or more. The stock should've rebounded by now to $4+ but someone is selling shares relentlessly.

$LODE I have 0 idea as to whether an agreement for the sale of SSOF is imminent. It may not be. The CEO may indeed be value stacking the land. The BOCC vote on the Nighthawk is Thursday morning. Given the previous 7-0 vote for the approval, the odds are good

@Yomommasay @peetothemufuwee Thanks for the quick reply. Have they done any work on the storage facility to the west, 800 Lake? They have permits in for the work but not approved yet.

@peetothemufuwee @george5289 I think more data center. The recycling plant already has plenty of power and water. Data center needs both and there's clearly a lot of work in the area right now being done on that

$lode let's see that data center land sale next week $sls as close to a sure thing as you'll ever find in biotech

@broheim777 600MW is a lot of power, I think Data Centers are using substantially more. A 200k SF center would need around 40MW. So you would be able to build 3MM SF. @ 35% coverage ratio, it's only 200 acres needed.

$LODE, so imho SSOF is checking off the conditions prescribed by $MSFT for a sale. Taking the SSOF 2,500 acres and the 600MW of power afforded to it by the Greenlink West project would make it I believe the 5th largest AI data center in the US.

@william_R2Rclub @felixprehn If you don't hold it, you don't own it - be sure to read the prospectus

Imagine you walk into a casino... You sit down at a slot machine. You put in your life savings. You pull the lever. 7-7-7. Jackpot. You just won millions. But before the machine pays out... the Casino Manager walks over, reaches behind the machine, and pulls the plug from the wall. The screen goes black. He looks at you and says: "Sorry, technical glitch. The casino wins." You would burn the building down. You would call the police. You would scream that it’s a scam. Well, that is exactly what just happened to ANYONE who bought silver And nobody is going to jail. Here is the scam that just played out in front of your eyes: Big Banks (like JP Morgan) bet that the price of Silver would go DOWN. But regular people started buying. The price went UP. The Banks were losing billions. They were about to go bankrupt. So what did they do? Did they pay up? Did they admit they lost? No. They literally turned off the computer. The London Metal Exchange "paused" trading. HSBC's systems "went offline." They unplugged the slot machine while you were winning. While the screens were off, they changed the rules. They forced the price down behind closed doors. When they turned the screens back on, your profit was gone. They kept their money. You lost yours. This isn't a "free market." It is a rigged game where the house cheats the moment you start winning. There are 300 paper "IOUs" for every 1 ounce of real silver in the vault. They sold you gold and silver that doesn't exist. And when you tried to cash out, they locked the doors. Stop playing by their rules. They will never let you win. The only way to win is to buy the physical asset they can't turn off. Or watch exactly when they pull the plug so you can get out first....

@quantsisco @broheim777 HA - he was just shaking the weak hands to get a better price 🤣

@broheim777 This is the most bullish thing I've seen all day

$LODE if you want to return to SOTP analysis, assume the $60mm cash is spent on recycling + SSOF. So don’t add the cash. But legacy mines $70mm a buck a share; $70mm the SSOF (LODE share) or $1 a share and Metals + Bioleum =$70mm another $1= $3?

@HealthRanger Does the US stand in as the lender of last resort at a specified price to create liquidity and add paper silver to its balance sheet?? Another bailout from the American Taxpayer

He says "the Comex is failing in March." Not the first time I've heard this. I'm not totally convinced that's what's going to happen, but it's not out of the realm of possibility at this point. I do know that if the COMEX fails, all kinds of crazy sh#t is going to hit the fan all across the world. I was told by a top industry expert, "If that happens, the entire silver industry will instantly seize up." None of us want that.

@broheim777 Did you file a complaint?

Ergo, taking money from $LODE investors, $20mm from this raise, whatever from the ATM, the money lent to SSOF to the tune of $2.5mm, past payments, & investing it in the SSOF land when it benefits the CEO & Board is not a good look nor legal.

@CDe_Gasperis $LODE @siyul @whirlybard @DeepValuePlay Ok a very long thread on $LODE and how, maybe, they can right the ship. Nothing happens, however, unless either the CEO & Board change. That might be asking a lot but with investor pressure its possible.

@broheim777 $LODE is currently 9% above offering price. If you think the institutions will require more than 9% return, then there is currently an arbitrage opportunity

@broheim777 Agree on the deal slamming the price from $4.50, and they may be in for a quick flip... Point being, they expect a return on their capital, and if it goes in @ $2.75, they are going to take it out at a higher price. What we do with that information is our choice

$LODE, so as I suspected a) they were hitting ATM; b) a big portion of the raise was for SSOF (perhaps $20mm); c) they have sight on only 20k tonnes yet raised for additional sites?