Sean (lace) Lacey @norgo
Niche Investor, #GOLD, #Silver, #Vanadium #Bauxite #Lithium #Graphite #Niobium #Nickel #Cobalt #Copper #Manganese #Molybdenum... https://t.co/OpRrtqtWjt norgo.com PTBO+Faraday,ON,CA Joined February 2009-
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Meanwhile: The gold miners’ ETF has just reached record levels in assets under management — a strong signal of renewed interest in the sector. For those wondering where we are in the mining cycle: Even though precious metals mining stocks have performed well over the past…
Eldorado Gold is entering a major growth phase — 33% production lift by 2027, the new copper-gold Skouries project in Greece, and a sharp focus on sustainability and innovation. 📖 Read more in @MiningJournal: bit.ly/3I3NqPc #BreakingNewGround #Mining #GoldMining
The decline in oil and gas operating rigs over the past four months has been the steepest since the covid lockdowns. We are likely approaching an inflection point for energy, in my view: •Rig counts are falling •Inflation is picking up again •Bearish positioning is at its…
Charted: Tin’s price has surged +738% since 2001 — from ~$4k to $33k/tonne. Its indispensable role in electronics solder (51%), green energy tech, and tinplate & chemicals is driving demand. Supply tightness and inventory drawdowns fuel volatility. Learn more:…
Gold at all-time highs and the party is only getting started, in my view.
Meanwhile: Miners are enjoying some of their best profit margins ever at these gold price. Remarkably, many of these companies still trade as if gold were priced around $2,000. A significant re-rating is likely still ahead of us, in my view.
Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996. Let that sink in. If you think this buying streak is ending, just look at what happened in the 1970s. This is likely the beginning of one of the most significant global…
Top 3 Gold Miners - Newmont, Barrick Mining and Agnico Eagle Mines: Highest Free Cash Flow Generation Ever 🪙💰 $NEM $B $AEM
Our team has published a research note on Sailfish Royalty Corp. FISH reported Q2/25 financial results were roughly in line on revenue and beat on adjusted EBITDA. While the results were solid, we will reiterate that a majority of FISH’s valuation comes from its royalties on the…
Belated "Nixon closing the gold window anniversary" post: SPX priced in gold (blue) v. SPX priced in USD (red) since August 1971 when Nixon closed the gold window.
Our team has published a research note on Andean Precious Metals Corp. APM reported Q2 financial results that were largely ahead of our expectations, including OCF (before WC) of $26.7M (+47% YoY) vs. our estimate of $13.0M. $APM.TO 🔍 Read the full report below 📰 Disclosure:…
2025-08-13 ATRIUM Research @Atrium_Research Mineros S.A. 👍"We are maintaining our BUY rating and C$4.00/share target price on MSA" $MSA $MSA.TO @Mineros_sa #Gold Production in CO,NI. BUY => TARGET SP 4.00/sh 👌 ~~~ mcusercontent.com/4bc421505c66d0…
2025-08-13 ATRIUM Research @Atrium_Research Mineros S.A. 👍"We are maintaining our BUY rating and C$4.00/share target price on MSA" $MSA $MSA.TO @Mineros_sa #Gold Production in CO,NI. BUY => TARGET SP 4.00/sh 👌 ~~~ mcusercontent.com/4bc421505c66d0…
Mineros comprará el 100% de proyecto La Pepa. “Nos complace añadir el balance del Proyecto La Pepa que aún no poseíamos a nuestra cartera de proyectos de crecimiento orgánico”, declaró David Londoño, Presidente y CEO de Mineros. Conoce más detalles en: mineros.com.co/es-co/news/min…
Barrick’s Q2 2025 Results 📌 All regions on track to deliver 2025 production and AISC guidance 📌 Net earnings per share $0.47 ⬆️ 124% y/y 📌 Highest adjusted net earnings per share since 2013 $0.47 ⬆️ 47% y/y 📌 Attributable EBITDA $1.69b ⬆️ 31% y/y 📌 $0.15/share quarterly…
Aris Mining has delivered another strong quarter with record adjusted earnings and a significant increase in our cash position. Key highlights of our Q2 2025 results include: 🔹Record revenue of $200.2 million, up 30% from Q1 2025 🔹Cash balance of $310 million, with an…
🧵 Newmont, the world's largest gold producer, achieved a record-breaking all-in sustaining cost (AISC) margin of $1,727 per ounce of gold produced last quarter, up 120% (!) versus Q2 2024. Over the last four quarters, Newmont's core business has become a huge cash cow. Now,…
Gold at 4-month resistance. Resolution to this long term formation could come any day now. Upon breakout, I believe, gold should not only test all time high, but rally at least to $3,600 not later than the 3rd week of August. Following which, gold most likely will sell-off to…
If the DXY index breaks below this long-term support line, it could mark the beginning of a meaningful downtrend, in my view. For the record: I believe such a breakdown is both inevitable and unavoidable. You can’t fix a severe trade imbalance with a stronger dollar, and you…
$LUG reports exceptional near-mine drilling results at FDNS and FDN East. Highlights include: – 139.53 g/t Au over 9.05 m at FDNS – 6.61 g/t Au over 10.00 m at FDN East – Mineralization remains open in multiple directions, supporting future growth potential At FDNS engineering…

Francine Long 🇨�... @FrancineLong53
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