Derek Ogden

@GarrettGoggin What’s your take on Equinox Gold? It’s down about 40 percent from the high but has the court decision out of Brazil to deal with. Do you think the sellers have been exhausted? I see it as a takeover target as Ross has a track record of building and selling.

Yes, Gold and Gold stocks are oversold, but I'm not yet seeing the heavy volume needed to create a solid bottom. Need volume to spike higher than 1/26. Could happen any day now though.

@DonDurrett @svrgnintntl Whats your take on the Brazilian court news and $EQX? Safe to stat dipping back in?

@svrgnintntl First, we will get 2002 to 2004, then 2009 to 2011.

Someone asked me today if silver could go lower. My reply: We are either at the bottom or close. Silver is at $68. My current floor is $62. I suppose $50 or $55 is possible, but once we get to May or June, we should be back above $80 and heading to an ATH. It’s a good time to buy silver miners to the bottom. One last gift. 😉

@TheOptionsPlug 100 percent agree with that take. I’m waiting to see just how messy the Brazil news gets as it could produce the final flush and exhaust sellers. Thoughts ?

Quite a sustained move down in gold names lately. Not gonna last much longer IMO. $EQX is a good, cheap gold name for dated calls where you won't have to pay too much premium. Close to filling a daily gap and the 200 DMA could be an easy SL

Between the news out of Brazil and the plunge in #GOLD prices $EQX getting slayed.

@energyburrito @ootelloo ?

@ootelloo $121

WCS is $125 Canadian. I’ll let that sink in. Love, Burrito

Volta Metals $VTLA tokstocks.substack.com/p/unlocking-ca…

I own this stock so I am talking my own book. Could it follow a similar path to $HGRAF $HGInvestors

Could this be the mining story of 2026. Great appreciation over the past six months but it feels like it hasn't even got started yet $VLTA tokstocks.substack.com/p/unlocking-ca…

@ericnuttall Eric, how is it a $WCP doesn't move when WTI goes from 60 to 90 plus? Do you expect sentiment to change?

"Some disruption." Like uh, at least 15MM Bbl/d, 3X larger than the Arab Oil Embargo of '73. VZ growth of what, 0.2-0.3MM Bbl/d this year? Don't stress it though, it's not like Iraq and Kuwait are now shutting in production and the Qatari Energy Minister is calling for $150 oil.

@trend_bullish For sure but I thought we would see a little movement. Oil is up another 10 percent just today

@derekrogden Let them time; market want to be sure the “higher oil environment” price will stay with us

Oil prices soaring. Canadian oil and gas stocks like $WCP not believing the move. Is this about to switch? #oil

Sold my Equinox Gold today, $EQX, the legal decision out of Brazil IMO represents too much risk. Thoughts @RealRickRule ?

Cruise missiles targeting Saudi oil infrastructure just intercepted. Not sure the sell oil stocks sentiment will prove to be the correct path in this case. #oil

@JoshYoung And the market shrugs, perhaps too complacent.

Qatar LNG export terminals shut down today. They will take weeks to restart.

Catalyst for Franco $FNV #Gold? Panamanian President José Raúl Mulino plans to announce a decision on reopening the Cobre Panama mine by June 2026

$VLTA my spec play for 2026

$EQX Canadian and US assets getting much more valuable in comparison to higher risk jurisdictions. #Gold

@goldseek @DebraG_Robins It’s looking like both Castle Mountain and Los FILOs are lining up. I was thinking we would top in mid 30s but with these additions who knows. They just keep adding huge value.

EQX reported earnings using $4K gold for Q4. At $5K gold for Q1, their earnings should be up by another 50% over last quarter's numbers. The run in gold prices here is nearly all, pure profit for the miners. They are mining valuable money while making massive profits.

@EquinoxGoldCorp Outstanding

Equinox Gold announces its inaugural quarterly cash dividend of US$0.015 per share and application for a Normal Course Issuer Bid to repurchase ~5% of outstanding shares. Financial strength. Disciplined capital allocation. Shareholder value. 🔗 Full release: equinoxgold.com/news/equinox-g… #EquinoxGold #GoldMining #Gold

@ThePatientSpec And his playbook is to line things up for a big sale with a fat premium

$EQX announces record production, established a dividend and will start buying back shares. This company is just getting started. You can never go wrong trusting Ross Beaty