Willllll

@Silver__Santa Thanks for replying. I ask becuz ur orv report highlights Don Mario delay as the top risk, and says the $2.49 was already pricing in a successful ramp-up before any trial production. That’s why this stands out to me.

It may effect yes. - Oxide feeding delay risk (political + operational) - BOB volatility amplified by political crisis - Potential extraction surtax more likely under fiscal pressure (government needs revenue) - Nationalization rhetoric from Morales faction, though this is tail risk However Don Mario is not even producing yet, so there is no immediate impact.

$ORV.TO $ORVMF - ORVANA MINERALS US$235M market cap. Two producing mines. $54.4M in quarterly revenue — a new all-time record. $19.6M net income. $29.9M operating cash flow. Zero equity dilution. Orvana just posted a record quarter and the market barely noticed. Gold-equivalent production is on track to triple from ~35k oz (FY2025) to ~106k oz (FY2027) — organically, with no dilutive raises — while consolidated AISC could collapse from $2,700/oz to deeply negative territory as Don Mario's copper and silver credits overwhelm operating costs. At $4,565 gold, illustrative FY2027 free cash flow of $130–165M implies the entire company trades at ~1.5× forward FCF. The stock sits at C$2.22. The in-situ metal value of the Bolivian oxide stockpile alone is $1.33 billion — 5.7× the market cap. In Argentina, 15 km from ATEX Resources' C$1.3B Valeriano porphyry, drill hole TADD-278 has logged A/B veins and molybdenite at 1,332m — textbook porphyry indicators — with critical assays still pending. A hit could be worth multiples of the entire company. A miss is already priced in. Three assets. Three countries. One stock trading like a single-mine junior.

@Silver__Santa Thanks, really enjoying this report!!! With the recent protests in Bolivia, I think they may also add to the risk you flagged around delays in the Don Mario ramp-up.

$ORV.TO $ORVMF - ORVANA MINERALS Silver Santa Research (May 14, 2026) Integrating the 2026 Q2 results. drive.google.com/file/d/1GK6XqU…

@tj_research 多伦多粉丝报道，还希望 Talk 君或者好心人能拉进群，微信号 will_at_trt

逃课访谈（二）：关税扑朔迷离，长期投资者如何应对。特斯拉财报分析，刘总回访 x.com/i/broadcasts/1…

@artekrhengwang ...

正能量溢出的时候需要来点负的调调味。一晚上的youtube，北京的"鼠族"，横店的"龙套王"，网吧的"七哥"，深圳的"三和大神"，凌晨2点的麦当劳。光鲜艳丽的城市下有一群人生活在另外一个世界。他们有的有过梦想，有的正在追逐梦想，有的改变了梦想，更多的是采取了最后的抵抗 - 放弃。

New edition! "Writing A Compiler In Go" is now available as a paperback! Get it here (where you can also buy the eBook): compilerbook.com See more pretty pictures here: thorstenball.com/blog/2018/08/1… #golang

@ohmyeffinGOS happy Easter!

@ohmyeffinGOS Sure! I asked @maitacoronel for your twitter