Nugt

youtube.com/watch?v=3kIClX… This was a lot of fun, privilege's to be on Bill's curated forum. Pleased to have found his site and devouring his other material. @MiningStockEdu

I think the most dangerous thing that I see in markets currently is this assumption that, as soon as the war ends, commodity production will just switch back on again. It won’t. It can’t. Commodity production is not like a manufacturing plant where you just line up your raw materials, flick a switch and production restarts again. Restarting oil and gas production, for instance, can take several months, depending on the assets. Some simple wells may only take a few days or a few weeks, but offshore fields or LNG facilities can take weeks or months. Delays are caused by the need to repressurise systems, inspect equipment and ensure the safety integrity. Reservoir behaviour can also change during shut-ins, requiring careful ramp-up to avoid damage or flow issues. So, this assumption that fields will just restart production immediately is not realistic. For LNG plants it takes weeks to cool down the cryogenic systems. It's a similar situation in aluminium, as I discussed in previous posts. When you idle an aluminium smelter, the molten aluminium in the pots freezes. It can then take 6 months+ to restart a plant. While not as bad as oil&gas and aluminium, turning a urea plant back on can take 2-3 weeks. It takes 1-2 weeks to restart ammonia plants and then another 7-14 days to restart the urea plant around it. Likely it will take 1-4 weeks to restart the petrochemicals and plastics plants, and the oil refineries will also take a similar amount of time to restart. And those factors don’t even consider that the world’s shipping fleets are now mispositioned and it will take weeks in many cases for those ships to reposition themselves to the right places. So this assumption the market’s making that, as soon as peace breaks out, everything will go back to normal is very dangerous. Supply disruption is into its third week now. Even if the war stopped tomorrow, it would be several months before supply of many of these commodities will be re-established. And that’s simply not being priced into commodity prices or economic expectations, in my view.

$LAF.v There is a great segment in here from @tomvolcano about Lithium Africa @Lithium_afri, a @GanfengOfficial JV Li exploration company. $LAC $LAR fans take note.

L1 is the new anchor for $RM (Roxmore Resources)..imo one of the last Major-relevant super deposits in the USA with >250koz/yr for >10 years potential...smart money bets have been placed

Frightening ……. My bets to retain purchasing power (dyod) $RUA, $RM, $XTG

Makes sense....$LAF.V a unique Li explorer/developer aligned with Ganfeng on this theme

An FYI

Head of geology for $LAF.V talks African lithium well worth your time.

Recorded today - online by the weekend. Episode 231 with Dr Tom Benson aka the “Doctor of Volcanoes” @tomvolcano

$LAF.V

2026 Toronto MIF/PDAC Top Picks Potential 20+ Bagger at $6500 gold / $150 silver Andean Silver (Production in Q1 2028). Blue Lagoon Resources (New producer in Canada. Excellent production growth potential). Cassiar Gold (Pivoting to development. Long-term development project). Denarius Metals (Growing production in Colombia). Lahontan Gold (Production likely in 2027). Rua Gold (Production in H1 2028). Silver One Resources (PFS due in 2026. Planning to build the mine). Silver Tiger Metals (Production in 2027). Spanish Mountain Gold (Construction planned for 2028. Planning to build the mine). Potential 10+ Bagger at $6500 gold / $150 silver 1911 Gold (Production in 2027). Avino Gold & Silver (Organic growth to 8M oz AGEQ). McFarlane Lake Mining (5M oz in Ontario, growing to 7M to 10m. Mkt $60m). Norsemont Mining (PEA due in 2026. Planning to build the mine). Santacruz Silver (Adding 200 tpd at Soracaya in Q4 2026, then ramping up in 2028). Scottie Resources (Production in 2028). Silverco Mining (Production in 2026). Silver Storm Mining (Production in 2026) Talisker Resources (Production growth to 100K in 2028, and 200K by 2032). Vista Gold (Construction-ready expected in 2027).

$LAF.V interview with ⁦@RKEquityRocks⁩ during pdac youtube.com/watch?v=Jo0Xns…

Lithium Africa Corp. Announces Upsize in Private Placement to C$8.5M with Lead Order from Purpose Global Resource Fund bit.ly/4rjiLhJ @Lithium_afri #lithium #investing

#Lithium chemical demand is expected to hit 1.5million T in the next years up 15x over the past decade from less than 100k. The reality is that few new lithium mines made their way to market as the majority of the new supply came from existing operations.

$LAF.V 🚨LITHIUM AFRICA CORP. ANNOUNCES UPSIZE IN PRIVATE PLACEMENT TO C$8.5M WITH LEAD ORDER FROM PURPOSE GLOBAL RESOURCE ... prn.to/3OJeFBU

Lithium prices returning to growth today, #lithiumstocks are going up.

Mar 05, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $22,611.97 1 day: $+289.90 (+1.30%) 📈 YTD: +33.76% #Spodumene Concentrate (6%, CIF China) Price: $2,155.00 1 day: $+48.00 (+2.28%) 📈 YTD: +39.21% Sponsored by @LibraEnergyMats

How on earth does this account not have 1000’s of followers early #FF

Account below is now a MUST follow imo …. High quality research and well thought out

@the_analyst_24 👆

🧵 The upcoming Nevada Gold Battle: Why $RM.to Roxmore Resources Inc. is the #1 M&A Target to Watch in 2026 1/ Gold has reached the "System Hedge" phase. 🚀 Spot gold just cleared $5,160/oz today, moving toward a mid-cycle target of $6,000+. While the world watches the charts, the majors (Barrick $B, Newmont $NEM) are facing a "Reserve Crisis." They need Tier-1 ounces in safe jurisdictions. Roxmore is the answer. 🏦🏔️ 2/ The Institutional Seal of Approval (March 2, 2026): Roxmore just closed a massive C$32.64 Million private placement. The Entry Price: C$2.40 per share. The Players: High-conviction funds like L1 Capital are now cornerstones. The Signal: When Tier-1 institutions buy in at $2.40, the "floor" for this $4.00 stock is rock solid. 💰🔥 3/ Fully Funded for the Kill: With over C$30M in cash and ZERO net debt (excluding leasing), Roxmore is a rare beast in the junior sector. They aren't begging for capital; they are deploying it. 30,000m of drilling is underway to convert 6Moz into a mineable monster. 🛡️🏛️ 4/ TSX Uplisting (Feb 5, 2026): The move to the main Toronto Stock Exchange (TSX) was the game-changer. It unlocked access to global ETFs and pension funds. $RM is no longer a "penny stock"—it’s an institutional-grade vehicle for Nevada gold exposure. 📈🏛️ 5/ The "Converse" Advantage:5.57 Moz (M&I) + 0.42 Moz (Inferred) = ~6.0 Million Ounces. Located in the Battle Mountain-Eureka Trend, surrounded by billion-dollar infrastructure. At $5,100 gold, this isn't just a deposit; it's a multi-decade cash cow. 🗺️⛏️ 6/ EBITDA Forecast: The Toll-Milling Scenario (2027-2030):If Roxmore leverages nearby infrastructure (Lone Tree) instead of building a $1B mill: Annual Output: ~250,000 oz Au AISC: ~$1,400/oz Margin: ~$3,760/oz (at current spot) 2030 EBITDA Potential: >$940 Million USD per year. 📊📈 Compare this to the current ~$270M Market Cap. The valuation gap is purely irrational. 7/ The Exit Strategy (Dorward DNA): CEO John Dorward led Roxgold to a $1.1 Billion exit. His team owns ~20% of Roxmore. They aren't here to build a "lifestyle company." They are grooming Converse for a massive M&A takeover in the $10.00+ CAD range. 🏗️🤝 8/ The Q2 2026 Catalyst: The Preliminary Economic Assessment (PEA) is due in weeks. At $5,000 gold sensitivities, the Net Present Value (NPV) will likely be one of the highest ever recorded for a Nevada junior. This is the "de-risking" event that triggers the bid. 🎯🏦 9/ Summary: ✅ 6.0Moz Gold in Nevada ✅ Institutional floor at C$2.40 ✅ $32M+ Cash & No Debt ✅ TSX Listed & Fully Liquid ✅ Multi-Billion Exit Track Record Don't wait for the headline. The smart money entered at $2.40, and at $4.00, $RM is still the cheapest leverage to $5k gold on the TSX. 🦅🚀 Disclaimer: Not financial advice. Mining is high risk. Always do your own DD. #GoldBull #JuniorMining #Investing #Stocks2026 #NVGold