Daniel Plainview

All good things come in threes $UE #Uranium

Insider buying on behalf of @SelkirkCopper 🇨🇦 $SCMI.V 🇺🇸 $SKRKF Show me another company whose CEO is buying as much of their own stock as M. Colin Joudrie is After just recently buying over $2M in stock on the open market he's in for another $2M top up in the recent PP CEO's take note. Now that is conviction 👏

News Release - April 29th 2026 - Selkirk Copper Announces Private Placement as Selkirk First Nation Exercises Participation Right Read the full release here: buff.ly/4io73JB . . . #SelkirkCopper #Selkirk #CopperStocks #Copper #Gold #Silver $SKRKF $SCMI

Selkirk Copper CEO Colin Joudrie talks about the strong performance of the exploration team, led by VP Exploration Stacie Jones. With the 50,000-meter drill program recently completed, the results have matched expectations even while working with a complex set of mineral bodies.

$SCMI.v Obviously I have bias as it's my largest position, but I do scrutinize and I do go over the facts. Otherwise, it wouldn't be my largest position. Selkirk Copper at $1.26 ($161 million market cap) is wild when you actually sit down with the numbers. They picked up the Minto mine out of receivership. Mill's already built. Camp's there. Water treatment, power, roads, native band backed, government support. You couldn't rebuild that for less than half a billion. 881M lbs of copper in the ground. Plus gold. Plus silver. With gold at $6,200 CAD and silver at $100 CAD, the byproducts basically pay for half the mining costs. Net cash cost lands around $2–2.75 CAD/lb copper. Drilling is seeing 87% of holes hitting, Minto North expanded 90% past the old resource. PEA mid-2026, restart targeted mid-2027. Running the math on year one of production at today's prices: ~$425M revenue, ~$190M EBITDA, ~$135M free cash flow. Slap a normal producer multiple on that and you're at $1.1–1.4B market cap. Take into account they'll need to dilute (figure $100M minimum at $2/share). Now we're looking at $5–6.50 a share base case. Risks: Yukon water, restart capex, dilution. But the asymmetry here is hard to ignore. Still think we will see a low risk 3X from here over the next 2 years. Something I don't need to worry too much about. Not too many stocks I can say are a low risk 3 bagger within 2 years.

News Release - April 30th 2026 - Selkirk Copper Reports Additional Intersections of High-Grade Cu-Au-Ag From the Phase 1 Drill Program at the Minto Copper-Gold-Silver Mine Read the full release here: selkirkcopper.com/news/ . . . #SelkirkCopper #Selkirk $SKRKF $SCMI

$LCX — a multibillion-dollar company in the making

$LCX.V is the new $TNZ.TO

"This represents one of the largest drilling programs completed in Yukon in the last ten years." $SCMI.V

All aboard! $SCMI $SCMI.V

PP at $1.15, trading at $1.40 Mr Market loves winners $SCMI $SCMI.V

Since Cathie Wood posted this howler on July 15th, 2020, $XOM has recorded a total return of +394% versus -20% for $ARKK

@vonderleyen If you had any dignity left, you would resign. You have impoverished an entire continent. History will judge you.

Europe needs homegrown, low-carbon energy sources. Nuclear & renewables together have a key role to play Nuclear energy is available around the clock, providing electricity all year. Europe has been a pioneer in nuclear technology. And can lead again ↓ twitter.com/i/broadcasts/1…

$SCMI is a multibillion company in the making

You think your insiders are buying? That’s cute… CEO Colin Jourdie of $SCMI.V buying over $1M of @SelkirkCopper on the open near all time highs 👏💪

Here we go $UE

Europe's reaction to a world war they're finally not directly involved in

Tether Gold price (which trades even as markets are closed) rising as United States & Israel attack Iran. Hold on tight!

Stanley Druckenmiller on selling losers: “If the reason I bought a stock is no longer the case, I don’t care what I paid for it and if I bought it at $60 and it’s $50 because the markets discovered the problem before me, I have no emotion whatsoever.” ___ Video: In Good Company