Kodiak Trades

🚨🚨🚨 Dateline (DTR / DTREF) added a SECOND drill rig at Colosseum!!! 🚨🚨🚨 They purchased their own rig (not just renting) It’s already on site and ready to drill Can drill up to 1200 meters deep 🧠 What this REALLY means: 1. Acceleration of the entire story! They now have: 1️⃣ Existing contractor rig 2️⃣ Newly acquired company rig 3️⃣ A third rig mentioned as support 👉 That’s multi-rig operations Translation: More rigs = more holes = more data = faster news flow They literally said: expect a “meaningful increase in REE and gold-related news-flow” 2. They are committing capital (big signal) This is not cheap. Buying a rig instead of renting = 👉 “We’re planning to drill A LOT, for a long time” That’s a confidence signal from management, not just exploration hype. 3. Dual focus: GOLD + RARE EARTHS The rigs are targeting: REE program (12 holes underway) Gold expansion (including deeper / underground potential) 👉 This is key: They are not just proving one asset — they are trying to unlock multiple value layers simultaneously 4. Optionality just expanded They explicitly said the rig could also be used at: Music Valley (HREE) Argos (Strontium) 👉 That means: This rig is not just for one project It’s a portable growth engine across the portfolio 5. Underground gold angle = sleeper catalyst This line is sneaky important: Potential to evolve into an underground gold resource after open pit 👉 Translation: Current model = open pit Future upside = deeper, longer-life mine That can massively change valuation models 🔥 How this connects to the ASX300 news This is where it gets interesting… You now have: A. Forced institutional attention (ASX300) B. Increased operational activity (more drilling) That combo = “We’re getting watched… and we’re about to start delivering more results.” That’s exactly the setup institutions like: Visibility ✔️ Liquidity ✔️ News catalysts ✔️ 🧾 Bottom Line (no fluff) This announcement is: 👉 Not hype — it’s execution 👉 Not discovery — it’s acceleration It tells the market: “We are scaling exploration aggressively and expect a lot more data soon.”

We can inversely correlate "Ouro Preto" (or black gold) church facade pattern with the gold church facade. Trade oil, own gold🫵

Flushed 👌

Sadly, it did. But accumulate Gold for LT.. Physical/Regular ETFs, No decaying 2x leveraged ETFs.

Pop, lock and "quickly stay in place" No "drop" in the clue🟦

$UGL turned "UGLEY, Essex, UK"🟦 We time the dip. $GC $GLD

What we know 🔔 - $NQ to return over that line at some pt, but - TLT GLD XLP SPX all dropped today - Oil keeps being stubborn - Pitt episode tomorrow💀 These are all signs that some hedge funds may feel pressure, panic and capitulate.. so we don't know how deep that may be yet..

Tom Lee's and other bubble bros ventures will be in the ER in "The Pitt" by the end of Season 2 in 2026 (FYI Season 1 Jan- ended April 10, 2025😱) Season 2 will be worse💀

Prepare for the Polar bear market to bounce on a Trump Taco.🟦

Pop, lock and "quickly stay in place" No "drop" in the clue🟦