Kodiak Trades

It looks like the Soap (oil🛢) Opera was just getting started.. we trade it to the end🫵.. but own Gold for LT.

I take all bankers notes that channel their propaganda thru ZH with a grain of 🧂 I trust my own signals only. For now we are OK 👍

$ES next destination

🚨🚨🚨 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..