/bant/ - International/Random » Thread #24114559

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/CMMG/ Commodities, Mining, and Macro General

Anonymous ID:AYQlWrKa Wed 11 Mar 2026 21:38:21 No.24114559 View View Reply Original Report

Quoted By: >>24114626 >>24116873

War edition.

Anonymous

Anonymous ID:/PKh/TlX Wed 11 Mar 2026 21:53:59 No.24114626 Report

Quoted By: >>24114638 >>24114696

>>24114559
How can I capitalize on dead heebs

Anonymous

Anonymous ID:h05nz0KC Wed 11 Mar 2026 21:56:36 No.24114638 Report

Quoted By: >>24114678

>>24114626
You already have the gift is inherent there

Anonymous

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Anonymous ID:ockHtb5A Wed 11 Mar 2026 22:01:44 No.24114658 Report

Quoted By: >>24114664 >>24114780

It's not too late to buy the noticing

Anonymous

Anonymous ID:gsFf4rTx Wed 11 Mar 2026 22:03:11 No.24114664 Report

Quoted By:

>>24114658
wtf

i used "goyim" on wordle once, it saved me

Anonymous

Anonymous ID:/PKh/TlX Wed 11 Mar 2026 22:06:43 No.24114678 Report

Quoted By:

>>24114638
You know what, you're right :) thanks

Anonymous

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Anonymous ID:AYQlWrKa Wed 11 Mar 2026 22:11:16 No.24114696 Report

Quoted By:

>>24114626

Anonymous

Anonymous ID:2QhanNNs Wed 11 Mar 2026 22:24:47 No.24114759 Report

Quoted By:

Should have bought bitcoin and tesla in 2020 desu
Can't get rich off commodities without some kind of war or mega happening that makes your life worse

Anonymous

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Anonymous ID:yEc2melv Wed 11 Mar 2026 22:29:08 No.24114780 Report

Quoted By:

>>24114658
Would you buy this chart?

Anonymous

Anonymous ID:5fyoNQ+H Thu 12 Mar 2026 00:45:18 No.24115833 Report

Quoted By:

>>24114430
But I want to thank you now..

Anonymous

Anonymous ID:JBvTqsWw Thu 12 Mar 2026 02:11:51 No.24116164 Report

Quoted By: >>24116526

The boats are on fire.

Anonymous

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Anonymous ID:yEc2melv Thu 12 Mar 2026 03:14:15 No.24116526 Report

Quoted By:

>>24116164
Where will they find water to put it out in the fucking desert?

Anonymous

Anonymous ID:9NTzWNNs Thu 12 Mar 2026 03:27:59 No.24116562 Report

Quoted By: >>24116634 >>24116900

NOW are miners fucked?

Anonymous

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Anonymous ID:woVN0RTc Thu 12 Mar 2026 04:04:03 No.24116634 Report

Quoted By:

>>24116562
Dude, Trump may have fucked us with high energy prices. Investors don't like that.

Anonymous

Anonymous ID:FBDY4pxS Thu 12 Mar 2026 05:48:36 No.24116823 Report

Quoted By: >>24116840

Oilsister, redemption arc?

Anonymous

Anonymous ID:5fyoNQ+H Thu 12 Mar 2026 06:12:20 No.24116840 Report

Quoted By:

>>24116823
>oilsister
I am your brother.

Anonymous

Anonymous ID:S4xECH0h Thu 12 Mar 2026 06:40:34 No.24116865 Report

Quoted By: >>24116876 >>24118373

can i get more info about short oil over the weekend and thank me later?

Anonymous

Anonymous ID:W8ygxhGA Thu 12 Mar 2026 06:48:37 No.24116873 Report

Quoted By: >>24116875 >>24116894

>>24114559
When tf are miners and jr miners going to start moving up?

Anonymous

Anonymous ID:FBDY4pxS Thu 12 Mar 2026 06:49:25 No.24116875 Report

Quoted By:

>>24116873
After the crash

Anonymous

Anonymous ID:FBDY4pxS Thu 12 Mar 2026 06:50:11 No.24116876 Report

Quoted By:

>>24116865
Trump is gonna do something over the weekend so he wins the win of the war he already won twice.

Anonymous

Anonymous ID:j12XJ8sv Thu 12 Mar 2026 07:07:42 No.24116894 Report

Quoted By:

>>24116873
after (You) have capitulated

Anonymous

Anonymous ID:S4xECH0h Thu 12 Mar 2026 07:13:08 No.24116900 Report

Quoted By:

>>24116562
short term we are fucked for sure, but the most of scenarios that include any mix of stagflation, inflation, recession are usually bullish for pm, your job is to figure out if miners fall into category of stock selloffs or are more inclined to move with pm's.

Anonymous

Anonymous ID:5Kk17QES Thu 12 Mar 2026 14:04:17 No.24118373 Report

Quoted By:

>>24116865
>It will happen when the weather cools
-Q

Anonymous

Anonymous ID:h05nz0KC Thu 12 Mar 2026 14:08:02 No.24118376 Report

Quoted By: >>24118459 >>24118550 >>24120001 >>24124393 >>24125971

Potash and uranium u stoopid motharfuckars

Anonymous

Anonymous ID:JBvTqsWw Thu 12 Mar 2026 14:43:36 No.24118459 Report

Quoted By: >>24118550

>>24118376
African uranium is in trouble while the strait is closed for acid imports.

Anonymous

Anonymous ID:T4E7TX/1 Thu 12 Mar 2026 15:35:34 No.24118550 Report

Quoted By: >>24118586

>>24118459
By extention Kazatomprom's acid availability might be under pressure once again
>>24118376
>potash
based and Altius-pilled
>uranium
did you mean yellow oil?

Anonymous

Anonymous ID:UUHBa8j2 Thu 12 Mar 2026 15:47:29 No.24118585 Report

Quoted By:

I'm glad I'm emotional and avoided a 15% dump in my miners and instead now a flourishing oil -sister. Shame about WW3 and none of this mattering though.

Anonymous

Anonymous ID:JBvTqsWw Thu 12 Mar 2026 15:47:59 No.24118586 Report

Quoted By: >>24119423

>>24118550
Maybe some pricing impacts, but Kazakhstan is a land-locked country not supplied via the Strait. They have a domestic sulphur surplus from their oil industry. Fertiliser production gets priority for domestic acid production so Kazatomprom depends on Russian output (and the failing Russian rail network to deliver it). Their new acid plant won't be ready until next year (at least). They indicated in their last report that acid is still an doubt for them, but nothing that has become seriously worse as a direct consequence of the new wars.

I'm praying Lotus' new plant gets finished this month, and the first delivery of sulphur they received at the beginning of the year was substantial. The Namibian mines (Paladin and the Chinese) could be in trouble short-term.

Anonymous

Anonymous ID:T4E7TX/1 Thu 12 Mar 2026 17:52:43 No.24119423 Report

Quoted By:

>>24118586
Ivanhoe will be producing 700,000tpa of sulphur from their new copper smelter, should help with the sulphur needs of any nearby assets

Anonymous

Anonymous ID:tt4KrI2b Thu 12 Mar 2026 20:19:41 No.24120001 Report

Quoted By:

>>24118376
I hear tell they are manufacturing WEAPONS OF MASS DESTRUCTION at cigar lake.

Anonymous

Anonymous ID:AYQlWrKa Thu 12 Mar 2026 20:24:18 No.24120018 Report

Quoted By:

Looks like all asset classes are going to 0, it's truly over... blumpf done goofed this time and consequences will never be the same.

Anonymous

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Anonymous ID:T4E7TX/1 Thu 12 Mar 2026 20:29:50 No.24120045 Report

Quoted By:

haha oil go brrrrrr
haha stocks go dooooomp

Anonymous

Anonymous ID:ockHtb5A Thu 12 Mar 2026 20:33:53 No.24120228 Report

Quoted By: >>24120391 >>24120501

Time to stock up more food, water jugs, medicine, etc.

Anonymous

Anonymous ID:/PKh/TlX Thu 12 Mar 2026 21:08:16 No.24120391 Report

Quoted By: >>24120612

>>24120228
That was last year desu everyone and their dog is gonna be clambering for the last can of beans

Anonymous

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Anonymous ID:FBDY4pxS Thu 12 Mar 2026 21:34:50 No.24120501 Report

Quoted By: >>24120612

>>24120228
Fuck yeah, gonna fill my shed! I'm currently 100% oil but considering leveraging my shitfolio into wheat! 2022 spike was due to Ukraine, now imagine the spike because no fertilizer. It's planting season so even if this cluster fuck is sorted in a few weeks this season for wheat is still gonna be very spicy.

Anonymous

Anonymous ID:ockHtb5A Thu 12 Mar 2026 22:04:21 No.24120612 Report

Quoted By: >>24122877

>>24120391
I used to stack cans but they are not so healthy as you gotta rotate and eat them a lot in comparison to stacking rice, beans etc. with 30 year shelf life

>>24120501
Good luck, I really don't know what to do other than waiting to buy a big dip in miners. I gamble a bit with small money on low cap oil stocks that swing 30% per day

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 06:09:33 No.24122877 Report

Quoted By:

>>24120612
Chickened out and went with a small stake in YAR, Norwegian fertiliser. I'll consider miners after the war is over.

Anonymous

Anonymous ID:woVN0RTc Fri 13 Mar 2026 07:39:15 No.24123024 Report

Quoted By: >>24123137

this shit is completely fucked

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 08:52:12 No.24123137 Report

Quoted By:

>>24123024
Mildly speaking

Anonymous

Anonymous ID:GflXBaVv Fri 13 Mar 2026 10:42:17 No.24123314 Report

Quoted By: >>24123392

Are miners actually going to get fucked or are you guys just overreacting?

Anonymous

Anonymous ID:yjAnby4t Fri 13 Mar 2026 11:32:20 No.24123380 Report

Quoted By:

There is still a big premium for silver in Shanghai so someone is buying.

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 11:36:20 No.24123392 Report

Quoted By: >>24123554 >>24123662

>>24123314
No one knows anon, there might be ww3 or there might be peace in a day. There's a lot of shit going on, long term it's def. bullish for PMs but if a mine makes profit in that environment who knows? I'm ready on the sell button on my oil and fertilizer so I can sit in cash and observe the house of cards fall apart at a minutes notice, I have no idea where we're heading. So maybe don't listen to a word I say.

Anonymous

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Anonymous ID:2N7kz98e Fri 13 Mar 2026 12:41:43 No.24123554 Report

Quoted By:

>>24123392
>it's def. bullish for PMs but if a mine makes profit in that environment who knows?
>meanwhile royaltychads ITT:

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 13:55:16 No.24123662 Report

Quoted By:

>>24123392
>sit in cash
worst case scenario if things fall apart.

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 15:05:28 No.24123771 Report

Quoted By:

Went from green to red pretty fast today.

Anonymous

Anonymous ID:eoOp42x4 Fri 13 Mar 2026 16:01:36 No.24124033 Report

Quoted By: >>24124040 >>24124737

Magical things are happening on Twitter
>https://x.com/i/status/2032462914704294174
Gary says ......

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 16:06:39 No.24124040 Report

Quoted By: >>24124236 >>24124737

>>24124033
>"start your own business where your income is unlimited"
it's so simple

Anonymous

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Anonymous ID:AYQlWrKa Fri 13 Mar 2026 16:12:42 No.24124055 Report

Quoted By: >>24124292

GDXJ down more than 5% right now, that's crazy. Sector hit pretty hard last few weeks even though metal prices are still strong. Looks like some people are taking some profits here. Still think this is just temporary, for the good stocks at least.

Anonymous

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Anonymous ID:eoOp42x4 Fri 13 Mar 2026 16:33:34 No.24124236 Report

Quoted By: >>24124244

>>24124040
Why did I think of that?
>Picrel
Ratiobros....ww@

Anonymous

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Anonymous ID:eoOp42x4 Fri 13 Mar 2026 16:36:08 No.24124244 Report

Quoted By:

>>24124236
Didn't ***
Autocorrect got me again

Anonymous

Anonymous ID:kbmQoZWX Fri 13 Mar 2026 16:50:40 No.24124292 Report

Quoted By:

>>24124055
>Still think this is just temporary
I hope so.
I hope the oil shock doesn't utterly rape miners

Anonymous

Anonymous ID:ockHtb5A Fri 13 Mar 2026 16:51:23 No.24124295 Report

Quoted By: >>24124321

My miners combined are -11% right now. Bought the dip a little bit in HYMC.

Anonymous

Anonymous ID:5fyoNQ+H Fri 13 Mar 2026 17:05:28 No.24124321 Report

Quoted By:

>>24124295
Panic sold all of my miners at +10%. Honestly don't feel good. Barely made up for my huge crypto losses made last year so ended up with 0% gain.

All I have left to do is to buy ze dip, I guess, when or if it comes.

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 17:17:28 No.24124351 Report

Quoted By:

I bought fertiliser instead of wheat, up 1.89% with my shit fertilizer vs 3% wheat chads. I take the L

Anonymous

Anonymous ID:aRTTisQn Fri 13 Mar 2026 17:32:14 No.24124393 Report

Quoted By: >>24124865

>>24118376
Neat, a potash mine MLPV looks like its at the bottom of a drop and a perfect buy.

Anonymous

Anonymous ID:woVN0RTc Fri 13 Mar 2026 18:25:09 No.24124705 Report

Quoted By: >>24124875

I've lost so much money thanks to orange nigger it's unreal. Just cut 50% of my positions to cash. Fuck that zionist cunt.

Anonymous

Anonymous ID:2N7kz98e Fri 13 Mar 2026 18:37:16 No.24124737 Report

Quoted By:

>>24124033
>just get a roommate
thanks Lambo buyer who makes a million dollars every year selling subpar trading advice!
>>24124040
very viable strategy when the business model is telling people to buy and sell unprofitably, AND getting paid for it.

Anonymous

Anonymous ID:tt4KrI2b Fri 13 Mar 2026 19:22:22 No.24124865 Report

Quoted By:

>>24124393
Baniobros have big cocks. That is known.

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 19:24:40 No.24124875 Report

Quoted By: >>24124989 >>24125025

>>24124705
I genuinely do not understand the impulse to sell on red days. I just get angry and buy more until I have no cash left.

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 19:41:20 No.24124948 Report

Quoted By: >>24124968 >>24125009 >>24125185

Instead of being married to mining companies and droning on about the collapse of FIAT, can we look for short term profits because of the collapse of middle east exports? The US empire is dead now, and famine might be on the horizon. Does anyone have insight in what would generate the biggest gains? Fertiliser companies seem to frontload the expected costs which short term have made them moon, but long term I can't say I'm bullish, they'll be beat down like mining companies.

Is buying wheat and rice futures the future of finance? How do I profit the most from mass starvation is what I'm asking.

Anonymous

Anonymous ID:tt4KrI2b Fri 13 Mar 2026 19:47:47 No.24124968 Report

Quoted By: >>24125057

>>24124948
By having a tight ass because that's how you acquire cheap soup. Though you'll have to depreciate it after every entry for tax purposes. They call it the anal accrual.

Anonymous

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Anonymous ID:woVN0RTc Fri 13 Mar 2026 19:53:47 No.24124989 Report

Quoted By:

>>24124875
Trump has no exit strategy, markets (especially miners) *could* crash further. At this point its all about personal risk tolerance in a totally fucked environment.

Anonymous

Anonymous ID:ockHtb5A Fri 13 Mar 2026 19:59:09 No.24125009 Report

Quoted By: >>24125057

>>24124948
What about agricultural tech companies developing new seeds or chemicals to maximize crop yields with fewer resources? Origin Agritech looks to be a research company in that field.

Anonymous

Anonymous ID:ekLr5lBf Fri 13 Mar 2026 20:02:03 No.24125025 Report

Quoted By:

>>24124875
I don't sell either but I definitely regret not taking an out the first red day of these past three corrections when I have considered it each time and instead held out for the full 25% loss. Always takes longer to recover too. Too many of these miners are slugs.

Anonymous

Anonymous ID:GflXBaVv Fri 13 Mar 2026 20:04:25 No.24125034 Report

Quoted By:

Snowline sisters......

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 20:10:30 No.24125057 Report

Quoted By:

>>24125009
Too convoluted for me. This is simple. Chemicals and fuels aren't flowing, you can make money by buying companies that make these things but people are short sighted so not enough money will be put into it, so there will be a second effect of food shortage. A food shortage can't be ignored so those prices will be correctly adjusted for short term when people scramble for food.
>Profit for the faggot in his bed buying wheat futures on his phone on credit.
>>24124968
Jesus Christ Canada is the biggest joke even disregarding it being an Indian colony.

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 20:32:08 No.24125129 Report

Quoted By: >>24125163 >>24125181 >>24125192

There aren't going to be general food shortages, just price rises. The world produces way more food than it needs currently, with a lot of it thrown out because capitalism is about profit not efficiency. The fertilisers exported through the strait are not the only fertilisers available, substitution will happen. The literal shit salesmen are already lobbying.

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 20:33:11 No.24125134 Report

Quoted By:

>The world produces over 4 billion metric tonnes of food annually, which is sufficient to provide more than 2,750 kilocalories per person per day, enough to feed 1.5 times the global population.

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 20:44:08 No.24125163 Report

Quoted By: >>24125303

>>24125129
I got some stale bread I'm gonna throw out tomorrow. Can you chuck it over to staving Sudanese instead, old chap with an IQ of 85? We've overproduced food since the 60s, let me go tell the people who died in the 30 mass starvation events since then that they should leave their graves.

Anonymous

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Anonymous ID:ockHtb5A Fri 13 Mar 2026 20:49:55 No.24125181 Report

Quoted By:

>>24125129
>shit salesmen about to make bank
Superpooper 2030 was no joke. It all makes sense now

Anonymous

Anonymous ID:T4E7TX/1 Fri 13 Mar 2026 20:52:32 No.24125185 Report

Quoted By:

>>24124948
>How do I profit the most from mass starvation is what I'm asking.
natgas

Anonymous

Anonymous ID:T4E7TX/1 Fri 13 Mar 2026 20:57:40 No.24125192 Report

Quoted By: >>24125305 >>24125345

>>24125129
>The fertilisers exported through the strait are not the only fertilisers available, substitution will happen. The literal shit salesmen are already lobbying.
this is also true. Potash isn't exactly scarce. Nutrien and Mosaic have a lot of spare capacity that they are not utilizing only because the price incentive isn't there. They will ramp up quickly to respond to price hikes. Furthermore, farmers are price sensitive buyers and they will substitute more expensive fertilizers with cheaper ones during times of high prices, and they apply less fertilizers too. Both the supply and demand are very flexible in agriculture and fertilizer markets.

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 21:14:31 No.24125303 Report

Quoted By: >>24125345

>>24125163
Food insecure countries already exist, yeah. So? What's that got to do with the current situation? It has nothing to do with fertilisers and food production.

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 21:15:22 No.24125305 Report

Quoted By: >>24126037

>>24125192
Maybe Anglo will get their idiotic Woodsmith project their CEO loves back underway.

Anonymous

Anonymous ID:FBDY4pxS Fri 13 Mar 2026 21:23:25 No.24125345 Report

Quoted By: >>24125526 >>24126037

>>24125192
>>24125303
2 more weeks? So, after consulting you two experts we can conclude: food is abundant. Shutting down the middle east does nothing to food production because they can just get some other shit, not use shit, and regardless of what problems the farmers face the food amount will be the same and there won't be a massive price swing this season. You continue doing you and I'll live in the real world.

Anonymous

Anonymous ID:GflXBaVv Fri 13 Mar 2026 21:32:59 No.24125409 Report

Quoted By: >>24126179 >>24126189

When oil skyrocketed in the 70s what happened to gold and silver mining stocks?
The metals went up too right?

What happened to profit margins and stock valuations of these companies?

I'm scared we get a massive oil shock again and the economy crashes, taking down gold silver miners with it.

I wish I wasn't so leveraged right now kek

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 22:08:44 No.24125526 Report

Quoted By: >>24125715

>>24125345
>the food amount will be the same
No, the amount of food can drop but we already produce 1.2-1.5x what the world consumes and throw away 1/3rd of it when it isn't bought in first world supermarkets. Fertiliser exports being halted in March aren't going to make food stop appearing in April. The just-in-time supply model will be tested but people adjust.

Anonymous

Anonymous ID:ockHtb5A Fri 13 Mar 2026 22:38:48 No.24125653 Report

Quoted By: >>24125668 >>24125690

If the Suez canal gets shut off I suppose boat traffic going past south africa will surge quite a lot? If so, maybe there is some stock that will surge because they will get tons of more business in their area of operation, could be anything from harbor maintenance companies to whoring enterprises. Any ideas?

Anonymous

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Anonymous ID:lZtmPd50 Fri 13 Mar 2026 22:44:05 No.24125668 Report

Quoted By:

>>24125653

Anonymous

Anonymous ID:lZtmPd50 Fri 13 Mar 2026 22:48:48 No.24125690 Report

Quoted By: >>24125728

>>24125653
Brother you ask the right questions now turn the answers into momey
Let me say it like that, you had to be positioned for that, many stocks already got bought weeks ago before any of this happened
Look at these Tickers: New Hope Inc, NTR, FRO, any oil and gas shitco (nod to SM) etc etc
You need to hunt now to get pullbacks in energy, agriculture, shipping...

Anonymous

Anonymous ID:lZtmPd50 Fri 13 Mar 2026 22:55:00 No.24125715 Report

Quoted By:

>>24125526
Just stretch the soup m8

Anonymous

Anonymous ID:ockHtb5A Fri 13 Mar 2026 22:59:36 No.24125728 Report

Quoted By: >>24125909

>>24125690
I am too late indeed for all the obvious stuff, I was thinking more if there is some stock with heavy local exposure specifically in south africa or the surrounding area that could giga pump the moment we get news that yemen is doing the needful to tankers in suez canal.

Anonymous

Anonymous ID:lZtmPd50 Fri 13 Mar 2026 23:03:57 No.24125909 Report

Quoted By: >>24125971

>>24125728
Grok give me the answer, make no mistakes

Anonymous

Anonymous ID:JBvTqsWw Fri 13 Mar 2026 23:22:17 No.24125971 Report

Quoted By:

>>24125909
>>24118376

Anonymous

Anonymous ID:T4E7TX/1 Fri 13 Mar 2026 23:44:10 No.24126037 Report

Quoted By:

>>24125305
BHP's giga potash mine is also still being developed. That one has some weird deep freezing thing they have to do to keep the brittle rock more structurally sound though if I remember correctly. It's still a giga potash mine anyways
>>24125345
the price will have to adjust higher but yeah otherwise things will be about the same until the supply issues get resolved. There won't be widespread famine and we will be totally okay, although food inflation will ramp up due to higher fuel and fertilizer prices. Natgas prices going up also causes nitrate fertilizers to go up in price as a side effect which also affects food prices.

Anonymous

Anonymous ID:tt4KrI2b Sat 14 Mar 2026 00:18:52 No.24126179 Report

Quoted By:

>>24125409
I believe the miners sold off originally after the oil shock before then going up quite a bit.

Anonymous

Anonymous ID:bxEZh9N1 Sat 14 Mar 2026 00:19:51 No.24126185 Report

Quoted By: >>24126275

i got bad gas

Anonymous

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Anonymous ID:T4E7TX/1 Sat 14 Mar 2026 00:21:45 No.24126189 Report

Quoted By:

>>24125409
embrace royalty companies. They won't see their margins squeezed because they don't pay operating or capital costs. Sure they'll dump along with everything else in a market or sector selloff, but if it's the margins you're worried about then royaltychads have got you covered

Anonymous

Anonymous ID:tt4KrI2b Sat 14 Mar 2026 00:37:55 No.24126232 Report

Quoted By: >>24126254 >>24126328

>US bombs kharg island
Are we getting $200 oil?

Anonymous

Anonymous ID:XF/caOxX Sat 14 Mar 2026 00:46:57 No.24126254 Report

Quoted By:

>>24126232
Two more weeks of bombings

Anonymous

Anonymous ID:woVN0RTc Sat 14 Mar 2026 00:57:03 No.24126275 Report

Quoted By: >>24126279 >>24126338

>>24126185
Sell it

Anonymous

Anonymous ID:tt4KrI2b Sat 14 Mar 2026 01:02:44 No.24126279 Report

Quoted By: >>24126287

>>24126275
The big bean burrito is a leveraged play on natural gas.

Anonymous

Anonymous ID:XF/caOxX Sat 14 Mar 2026 01:06:32 No.24126287 Report

Quoted By:

>>24126279
Squeeze ir oit the hormussi

Anonymous

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 01:20:13 No.24126328 Report

Quoted By: >>24126331

>>24126232
Took me ages to find that on the map. It's the size of a US stadium car park.

Anonymous

Anonymous ID:tt4KrI2b Sat 14 Mar 2026 01:21:08 No.24126331 Report

Quoted By:

>>24126328
To be fair those parking lots can be pretty big,

Anonymous

Anonymous ID:bxEZh9N1 Sat 14 Mar 2026 01:22:51 No.24126338 Report

Quoted By: >>24126343

>>24126275
can't pass it

Anonymous

Anonymous ID:tt4KrI2b Sat 14 Mar 2026 01:23:56 No.24126343 Report

Quoted By:

>>24126338
That's why they invented fracking, anon.

Anonymous

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 13:49:25 No.24127509 Report

Quoted By: >>24127573

Greatland added to the GDX at 0.58% ~20m shares to buy. Price down 20% since the peak 12 long days ago, this should help the recovery.

Anonymous

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 13:54:41 No.24127516 Report

Quoted By: >>24127573 >>24127595 >>24128111

Snowline (0.42%), Hycroft (0.59%), Abrasilver (0.40%) added to GDXJ. Pan American out.

Anonymous

Anonymous ID:eoOp42x4 Sat 14 Mar 2026 14:04:55 No.24127542 Report

Quoted By:

Gary says
>https://x.com/i/status/2032808119282315598
Sage wisdom. Write this one down guize

Anonymous

Anonymous ID:T4E7TX/1 Sat 14 Mar 2026 14:23:26 No.24127573 Report

Quoted By:

>>24127509
>>24127516
Elemental Royalties ETF inclusion wen

Anonymous

Anonymous ID:AYQlWrKa Sat 14 Mar 2026 14:46:59 No.24127595 Report

Quoted By: >>24127927

>>24127516
Link to the changes?

Anonymous

View Same Google ImgOps iqdb SauceNAO HDVJ9e4aMAEZ5j2.jpg, 844KiB, 1320x1781

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 16:05:29 No.24127927 Report

Quoted By: >>24127978

>>24127595
I'm seeing them on twitter, assume they're the official paid spreadsheets released after close yesterday.

Anonymous

Anonymous ID:AYQlWrKa Sat 14 Mar 2026 16:25:54 No.24127978 Report

Quoted By: >>24127990

>>24127927
Thanks, even grok couldn't give me the changes but cmmg delivers. AUM is around $10B for GDXJ and $30B for GDX, so that is around 2.5% of Snowline that was bought from GDXJ.

Anonymous

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 16:33:05 No.24127990 Report

Quoted By:

>>24127978
>even grok
lol

Anonymous

View Same Google ImgOps iqdb SauceNAO HDWxDm5bEAATX7o.png, 286KiB, 804x504

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 16:36:48 No.24128004 Report

Quoted By: >>24128058

Blurry GDX

Anonymous

Anonymous ID:AYQlWrKa Sat 14 Mar 2026 17:00:42 No.24128058 Report

Quoted By: >>24128063

>>24128004
A lot of companies in the US$3-10B mkt cap range is in both the GDXJ and GDX. That's the sweet spot for maximum index buying arbitrage.

Anonymous

Anonymous ID:T4E7TX/1 Sat 14 Mar 2026 17:03:12 No.24128063 Report

Quoted By: >>24128069

>>24128058
what arbitrage is there in index buying?

Anonymous

Anonymous ID:AYQlWrKa Sat 14 Mar 2026 17:06:02 No.24128069 Report

Quoted By: >>24129690

>>24128063
The arbitrage lies in getting in before the index buys. Obviously a lot of people know about it and speculate in it already, but all else being equal when an index buys 2.5% of a company in a relatively short amount of time the stock should outperform peers.

Anonymous

Anonymous ID:GflXBaVv Sat 14 Mar 2026 17:38:11 No.24128111 Report

Quoted By: >>24128328

>>24127516
How much will this boost snowline's stock price?
it's been getting killed lately

Anonymous

Anonymous ID:AYQlWrKa Sat 14 Mar 2026 19:12:52 No.24128328 Report

Quoted By: >>24128365 >>24128417

>>24128111
They already bought 2.5% of Snowline which is a full position, so the positive effect is played out already. Could also be that a lot of people were waiting for the inclusion boost so it ended up being more of a sell the news negative catalyst.

Anonymous

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 19:32:48 No.24128365 Report

Quoted By: >>24128388 >>24128417

>>24128328
The new index weightings were announced after close on Firday, and come into effect next Friday. Are passive funds pre-purchasing full allocations in anticipation? Speculators will have been, sure.

Anonymous

Anonymous ID:AYQlWrKa Sat 14 Mar 2026 19:46:42 No.24128388 Report

Quoted By:

>>24128365
Oh, I thought they bought in already. I suppose we will see what happens with the stock price next week then. But clearly a lot of people were expecting this already and I'm sure some will be selling into the expected buy pressure as well.

Anonymous

Anonymous ID:ut0sSH3Z Sat 14 Mar 2026 20:01:22 No.24128412 Report

Quoted By:

>https://x.com/i/status/2032901721131720872
Most based billionaire on twatter today.

Anonymous

Anonymous ID:GflXBaVv Sat 14 Mar 2026 20:06:55 No.24128417 Report

Quoted By:

>>24128328
>They already bought 2.5% of Snowline which is a full position, so the positive effect is played out already.
What? When?
People on ceo are saying it hasn't happened yet.
Why did it gigadump if GDXJ was buying this week?
>>24128365
OKay this makes more sense.

Anonymous

Anonymous ID:JBvTqsWw Sat 14 Mar 2026 20:12:13 No.24128426 Report

Quoted By: >>24128428

It doesn't seem unreasonable that new entrants might have some pre-buying happen off the books to keep things from getting too spicy over just 5 days of trading. Half a percent weighting within the major indexes is a fair chunk of the free float of some of these companies, relative to their daily trading volumes.

Anonymous

Anonymous ID:AYQlWrKa Sat 14 Mar 2026 20:15:38 No.24128428 Report

Quoted By:

>>24128426
Each company's weighting is determined by their market cap. They own about 2.5% of all the companies included. But yeah that is a lot if they're buying it over just 5 days.

Anonymous

Anonymous ID:eoOp42x4 Sat 14 Mar 2026 20:32:54 No.24128461 Report

Quoted By: >>24129042

Who should I thank for telling us to short oil over the weekend?

Anonymous

Anonymous ID:ockHtb5A Sat 14 Mar 2026 21:43:13 No.24128791 Report

Quoted By: >>24128827

I prompted saarGPT. Some results:

-------------------------------------------------------
Here are 4 ultra-tiny publicly traded shipping companies (≈ <$50M market cap) that are among the most leveraged to a global shipping rate spike—the kind that could occur if the **Suez Canal were disrupted and ships rerouted around the **Cape of Good Hope.

1 Globus Maritime (NASDAQ: GLBS)

Approx market cap: ~$35–40M

What they do: Operates dry bulk carriers transporting iron ore, coal, and grain.

Why this is interesting: Very small fleet earnings swing massively with freight rates.

Dry bulk shipping profits scale directly with ton-mile demand.

If ships must avoid Suez: Europe–Asia cargo travels thousands of extra miles. More ships are required globally. Charter rates rise.

A tiny company like Globus can go from barely profitable extremely profitable very quickly.

2 Castor Maritime (NASDAQ: CTRM)

Approx market cap: ~$20M

Fleet: Dry bulk carriers. Tankers

Why it's interesting: One of the smallest publicly traded ship owners. Historically extremely volatile.

A report noted Castor had a market cap around $26M despite owning multiple ships, showing how small these companies can be relative to their asset base.

Why it can move violently: If freight rates spike, even a few ships can generate huge cash flow relative to market cap.

3 OceanPal (NASDAQ: OP / formerly SVRN)

Approx market cap: ~$15–20M

Business: Owns dry bulk vessels used to transport commodities.

Why it’s interesting: One of the smallest listed ship owners globally. Essentially a leveraged bet on bulk freight rates.

Because dry bulk cargo (coal, grain, ore) moves huge distances, longer routes dramatically increase demand for ships.

4 United Maritime (NASDAQ: USEA)

Approx market cap: ~$18–20M

FleetBulk carriers transporting raw materials.

Why it's interesting: Spin-off structure and very small fleet high operating leverage.

Anonymous

Anonymous ID:ockHtb5A Sat 14 Mar 2026 21:50:00 No.24128803 Report

Quoted By: >>24128827 >>24130128

Also another prompt:

----------------------------------
Most explosive potential:

1. Imperial Petroleum
2. C3is
3. SRT Marine Systems

But the highest-quality asymmetric plays are usually small tanker or dry-bulk companies.
-------------------------

Some other stocks that pumped in the beginning of the happening but dipped a lot recently:

Ardmore Shipping
Diana Shipping
StealthGas
Pangaea
Seanergy Maritime
Euroseas

Anonymous

Anonymous ID:FBDY4pxS Sat 14 Mar 2026 21:58:14 No.24128827 Report

Quoted By:

>>24128791
>>24128803
Thanks for some fresh ideas

Anonymous

Anonymous ID:GflXBaVv Sat 14 Mar 2026 23:45:53 No.24129042 Report

Quoted By: >>24129352

>>24128461
>Who should I thank for telling us to short oil over the weekend?
Why what happened?

Anonymous

Anonymous ID:Lyb3D+rU Sun 15 Mar 2026 01:49:47 No.24129352 Report

Quoted By:

>>24129042
Bibi ded

Anonymous

Anonymous ID:T4E7TX/1 Sun 15 Mar 2026 03:17:46 No.24129690 Report

Quoted By:

>>24128069
I have yet to see ETF inclusion meaningfully alter price action. Index additions or rebalancings can cause daily swings but I haven't seen any longer term changes

Anonymous

Anonymous ID:S4xECH0h Sun 15 Mar 2026 07:13:57 No.24130128 Report

Quoted By: >>24130171

>>24128803
c3is is one of the strangest stock i ever saw. It has pe of 0.01, market cap of 3m and ttm rev of 34m. 52 week trading range 1-110$ and you can only guess at which price it currently trades.

Anonymous

Anonymous ID:Y7cRuB0Q Sun 15 Mar 2026 08:00:39 No.24130171 Report

Quoted By:

>>24130128
Looks like gigantic dilution.

Anonymous

View Same Google ImgOps iqdb SauceNAO route.png, 298KiB, 1072x669

Anonymous ID:ockHtb5A Sun 15 Mar 2026 11:52:01 No.24130370 Report

Quoted By: >>24131064

I will buy a bit in some of the stocks to gamble on this happening

Anonymous

Anonymous ID:AYQlWrKa Sun 15 Mar 2026 18:01:54 No.24131018 Report

Quoted By: >>24131067

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1480-tsx-venture/lio/199300-lion-one-announces-message-from-the-ceo-and-tuvatu-gold-mine-operations-update.html

Y'all remember Lion One kek? they're still struggling trying to ramp up and get better grades. Stock is down 80% last 5 years compared to gold price tripling, ouch.
Gotta love this part from the release, are they calling their investors retards or what lol.
>What these numbers mean: One gram per tonne means that every tonne of rock we process contains approximately one gram of gold. Higher grades mean more gold per tonne of ore. Our February head grade of 3.49 g/t was below our recent averages, which affected total gold production.

Anonymous

Anonymous ID:jYT0xmZC Sun 15 Mar 2026 18:36:10 No.24131064 Report

Quoted By: >>24131157

>>24130370
Is this an AI answer?

Anonymous

View Same Google ImgOps iqdb SauceNAO QH.jpg, 56KiB, 590x848

Anonymous ID:T4E7TX/1 Sun 15 Mar 2026 18:37:01 No.24131067 Report

Quoted By: >>24131087

>>24131018
yeah I check out the LIO bagholder central on ceo every now and then. What a disaster. I still remember when Bob Moriarty and Quinton Hennigh were pumping a potential 5-10Moz discovery there. Still has only like what 500koz and all Inferred too. Still not making money chasing those thin veins. Walter Berukoff is out and private equity is in to try to salvage the ruins. Shareholders devastated and eternally bagholding.

>What these numbers mean: One gram per tonne means that every tonne of rock we process contains approximately one gram of gold. Higher grades mean more gold per tonne of ore. Our February head grade of 3.49 g/t was below our recent averages, which affected total gold production.
holy shit lmao

Anonymous

Anonymous ID:AYQlWrKa Sun 15 Mar 2026 18:49:26 No.24131087 Report

Quoted By: >>24131117

>>24131067
I've been following along as well. Could be a good investment at some point, with gold at 5000 they have to make money if they can ramp production some more, I don't think their production costs have been crazy either so far. But the amount of warrant overhang is crazy and the loans they took out a few years back were on terrible terms as well, imagine what their stock price would have been if gold only moved to 3000 lol. The veins are probably more inconsistent than expected, common problem with these thin vein UG mines.

Anonymous

Anonymous ID:T4E7TX/1 Sun 15 Mar 2026 19:15:56 No.24131117 Report

Quoted By: >>24131145

>>24131087
>Could be a good investment at some point, with gold at 5000 they have to make money if they can ramp production some mor
don't even think about it. They produced more gold per month last year. Today grades are down so much that production went from 1,400oz per month to less than 900oz per month today. They are still unprofitable at $5k gold which should tell you everything you need to know. The share printers have been running hot for many years, including last year, and they have already issued more shares this year too. The massive warrant overhang is a symptom of still continuing dilution.¨

Their costs are going to go down a bunch after getting rid of that Nebari loan (with dilution of course) but it's still not a buy in any circumstance even if they turn free cash flow positive. Fully diluted, I'd consider it fully priced in already even if they get back to 1,400oz per month. And you know buying shitcos for commodity price exposure is retarded, just buy non-shitcos on leverage instead to get the same result with much less risk of the operator going belly up.

Anonymous

Anonymous ID:AYQlWrKa Sun 15 Mar 2026 19:30:43 No.24131145 Report

Quoted By: >>24131166

>>24131117
It's been a while since I looked at their financials, but I think they're profitable right now actually, even at 1000oz/month runrate. I realize that the rampup has been poor, but if the new leadership manages to get the operation back on track towards 50koz/per year then that's possibly $100M+/y in FCF. It's all about risk/reward. Even investing today with all the uncertainty I think it's very much positive expected return, but there are way better opportunities elsewhere.

Anonymous

Anonymous ID:JBvTqsWw Sun 15 Mar 2026 19:33:50 No.24131157 Report

Quoted By: >>24131186

>>24131064
it's reassuring that we're competing with people who ask grok to do their research for them.

Anonymous

Anonymous ID:T4E7TX/1 Sun 15 Mar 2026 19:38:00 No.24131166 Report

Quoted By: >>24131189

>>24131145
The thing is I read dozens of posts like that over the past few years. They are always just moments away from turning that mine around. In reality they have not only failed to ramp up, they have ramped down. The issues are structural. The gold isn't there in the quantities and grades they think because it's such a nuggety deposit. It was never on track for 50kozpa, they'll be lucky if they can average half of that. And even if they did get $100M in annual FCF, would you really pay more than 3-4x FCF for this steaming pile of garbage? I sure wouldn't. The risks are all there already and much of the upside is priced in.

Anonymous

View Same Google ImgOps iqdb SauceNAO bogdanoff.jpg, 119KiB, 1000x581

Anonymous ID:jYT0xmZC Sun 15 Mar 2026 19:49:23 No.24131186 Report

Quoted By: >>24131256

>>24131157
Imagine how much money one of these AI companies could make pumping and dumping stocks on it's suckers/users.

Anonymous

Anonymous ID:AYQlWrKa Sun 15 Mar 2026 19:50:03 No.24131189 Report

Quoted By: >>24131209

>>24131166
>The thing is I read dozens of posts like that over the past few years
I weren't saying it in the past few years. The opportunity is better now than it was back then as the gold price and outlook has improved a lot while the stock has only gone down. Even a shitty company can be a good investment if you get it at a good price.
Wrt run rate you also have to keep in mind that they want to double plant capacity and they have better zones deeper in the deposit, better grades and widths. If they got to 50koz/y and US$100M/y FCF that would probably be valued at something like US$400M. Right now they are trading at C$100M so theres substantial upside there. Especially if you can get in say 6-12 months from now with the new management showing more stable increasing production and some of the warrant overhang starting to dissipate if the stock is still down here.

Anonymous

Anonymous ID:T4E7TX/1 Sun 15 Mar 2026 20:01:16 No.24131209 Report

Quoted By: >>24131232

>>24131189
>Right now they are trading at C$100M so theres substantial upside there.
fully diluted and pro forma the Arete deal closing, they're trading at like C$182M. That's US$130-140M, so if everything goes well your upside is about 3x after taking on quite a lot of risk. It's not a super attractive risk-reward proposition considering the track record to date. You can get a much lower risk 3x elsewhere in the sector even if you generously underwrote US$100M FCF and a 4x FCF valuation for Lion One.

Now, if they still traded low AFTER succeeding to turn the asset around, then I might agree with you about the risk-reward. Today the risks are high enough that the reward should be higher to entice me, and even then I would only take a small low conviction speculative position.

Anonymous

Anonymous ID:AYQlWrKa Sun 15 Mar 2026 20:09:47 No.24131232 Report

Quoted By: >>24131359

>>24131209
I never said it's an amazing investment today, there's a reason why I'm not invested myself. But the opportunity could certainly come as the stock is also becoming more and more hated among retail. This news release I assume will send the stock tumbling tomorrow as well making risk/reward better. Say you could get in at 20c then you're making a 2-3x before the bulk of the warrants are ITM.

Anonymous

Anonymous ID:JBvTqsWw Sun 15 Mar 2026 20:23:51 No.24131256 Report

Quoted By:

>>24131186
paid ads in ai responses are going to ruin so many people

Anonymous

Anonymous ID:ekLr5lBf Sun 15 Mar 2026 21:20:54 No.24131359 Report

Quoted By:

>>24131232
Sorry anon but we've decided to reprice the warrants at 0.25.

Anonymous

Anonymous ID:ekLr5lBf Sun 15 Mar 2026 21:58:27 No.24131401 Report

Quoted By: >>24131481 >>24131540

It's really weird how weak the Eu countries are looking with this oil crisis. Not only was this manufactured by Israel/US but now Trump is again talking about bombing Iran's oil infrastructure. I wouldn't be surprised if France/UK agreed to help with naval escorts through the strait because they have depenedency on oil passage but you'd think that they'd be making a hard statement warning Trump to fuck off with his oil infrastructure bombing statements before it happens.

Anonymous

Anonymous ID:JBvTqsWw Sun 15 Mar 2026 22:21:21 No.24131481 Report

Quoted By:

>>24131401
Keir Starmer changes his mind almost as often as Trump, what good's a firm statement supposed to do? He's weaponised accusations of anti-semitism at his party rivals far too often to strongly defy Israel's will now.

Last I saw the US was pulling their own ships out as it's too dangerous. No one they asked has agreed to send help so far. Iran can launch drones or missiles from anywhere in those mountains.

Anonymous

Anonymous ID:iuo1Dc7G Sun 15 Mar 2026 23:06:02 No.24131540 Report

Quoted By: >>24131575

>>24131401
>naval escorts
I have a question. Do you genuinely believe an escort will make a difference?

Anonymous

Anonymous ID:ekLr5lBf Sun 15 Mar 2026 23:40:58 No.24131575 Report

Quoted By: >>24131586 >>24131868 >>24132294

>>24131540
I think Iran is incredibly weak, so to an extent. The most dangerous weaponry they have available are naval drones, mines, and missiles/rockets, but the drones and mines are easy enough to shut down because they require shore access. Rockets and aerial drones are much more difficult to shut down, given the large area, but Iran also has limited capability to hit even slow moving targets over the large distances. For Ukr/Rus using starlink was shown to be incredibly valuable for their naval/large aerial drones and Iran doesn't even have acces to that. They are really not much different than the Houthis in regards to their current capabilities, although that may be enough to limit passage.

Anonymous

Anonymous ID:JBvTqsWw Sun 15 Mar 2026 23:48:46 No.24131586 Report

Quoted By:

>>24131575
the strait is shallow enough in places that one sunk ship could block the thing for months with no alternate route like the Suez has. it doesn't really matter how weak or unsophisticated iran's military might be when they have such a vulnerable point at their mercy.

Anonymous

View Same Google ImgOps iqdb SauceNAO brave_2026-03-16_01-53-56.png, 29KiB, 988x531

Anonymous ID:T4E7TX/1 Sun 15 Mar 2026 23:54:16 No.24131593 Report

Quoted By: >>24131597 >>24131669

goldsissies...

Anonymous

Anonymous ID:GflXBaVv Sun 15 Mar 2026 23:56:16 No.24131597 Report

Quoted By:

>>24131593
the sissy bottom is in

Anonymous

Anonymous ID:woVN0RTc Mon 16 Mar 2026 00:27:13 No.24131669 Report

Quoted By:

>>24131593
We could be nearing a bottom. Lots of crazy variable paths though with Iran, China, and the economy.

Anonymous

Anonymous ID:jYT0xmZC Mon 16 Mar 2026 02:31:12 No.24131868 Report

Quoted By:

>>24131575
The Houthis and Iran are more powerful than you think. The US gave up trying to defeat the Houthis and had a ceasefire with them. However, I think their hate boner for Iran, and loyalty to Israel, is strong enough they are willing to sacrifice whatever it takes to beat them.

Anonymous

Anonymous ID:JBvTqsWw Mon 16 Mar 2026 03:49:14 No.24131998 Report

Quoted By:

I never should have invested in ASX stocks. Holy shit those guys live to short.

Anonymous

Anonymous ID:woVN0RTc Mon 16 Mar 2026 07:14:35 No.24132290 Report

Quoted By:

Im totally at a loss with this Iran/ oil/ WWIII nightmare...
Feels like I have to watch the mkt like a hawk for a sentiment change and all major technical patterns (silver) are now walking dead

Anonymous

Anonymous ID:S4xECH0h Mon 16 Mar 2026 07:21:56 No.24132294 Report

Quoted By: >>24132302 >>24133298

>>24131575
you are extremely delusional if you belive that iran is weak, also comparing them with the houthis is the same as comparing an ant to an elephant

Anonymous

Anonymous ID:iuo1Dc7G Mon 16 Mar 2026 07:28:53 No.24132302 Report

Quoted By:

>>24132294
Don't expect much of a sensible world view from burgers and leafs.

Anonymous

Anonymous ID:S4xECH0h Mon 16 Mar 2026 07:37:30 No.24132314 Report

Quoted By:

Based on current events i am split between trusting the plan and getting the fuck out while there is still time. I cannot say that such an event wasn't expected, because at least for me geopolitical tensions was one of the reasons to be here. But now that we are in it, we are being put to the test. I currently see most of scenarios being good for where we are, higher energy costs for miners not being one of them. But the case is still there, miners will still have to produce something that is in big demand, and the fact that gold is still more or less holding its current price makes me somewhat calmer. But man its sometimes hard knowing that it will be a bloody red day like friday was and just not taking it all out. whats your strategies cmmigers?

Anonymous

Anonymous ID:ockHtb5A Mon 16 Mar 2026 09:12:56 No.24132378 Report

Quoted By:

Brutal day for miners.. again. Silver might be going down to 50-60 ish before next bullrun according to some autists. This combined with oil spiking.. it's over. I will try to be disciplined and not buy the dip until there has been a huge drop

Anonymous

View Same Google ImgOps iqdb SauceNAO 1639509917258.png, 100KiB, 720x720

Anonymous ID:jWYzMy8K Mon 16 Mar 2026 10:51:03 No.24132462 Report

Quoted By:

Anonymous

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Anonymous ID:woVN0RTc Mon 16 Mar 2026 13:44:09 No.24132608 Report

Quoted By:

Is the bottom in?

Anonymous

Anonymous ID:GWV/5QiP Mon 16 Mar 2026 14:04:18 No.24132616 Report

Quoted By:

Anonymous

View Same Google ImgOps iqdb SauceNAO 8a49462ae8b149be-photo.jpg, 44KiB, 551x553

Anonymous ID:woVN0RTc Mon 16 Mar 2026 14:28:59 No.24132680 Report

Quoted By:

Hey my Bear Creek shares converted to Highlander finally

Anonymous

Anonymous ID:DYEoe+0T Mon 16 Mar 2026 14:41:04 No.24132692 Report

Quoted By:

Anonymous

Anonymous ID:mTlCxmVP Mon 16 Mar 2026 15:07:41 No.24133032 Report

Quoted By: >>24133130 >>24133300

I am starting to think the international jew got a bit too cocky. Trump asking for NATO for help and all. I know our leaders will suck Israels cock if asked but this time it might just be that they have to strike a deal with Iran to not tank the whole world economy.
I did sell quite many miners. Only left the juniors with near term catalysts and royalties. Panic bought some more oil but because of the above might offload a bit.

Anonymous

Anonymous ID:mTlCxmVP Mon 16 Mar 2026 15:11:32 No.24133037 Report

Quoted By: >>24133127 >>24133129 >>24133130 >>24133301

On the other hand if oil stays up many countries will dump gold for oil.

Anonymous

Anonymous ID:JBvTqsWw Mon 16 Mar 2026 15:50:13 No.24133127 Report

Quoted By: >>24133142 >>24133889

>>24133037
The US is letting Iranian ships exit the strait. We've seen peak oil, it'll settle at $75/80 by the end of the week.

Anonymous

Anonymous ID:eoOp42x4 Mon 16 Mar 2026 15:51:18 No.24133129 Report

Quoted By:

>>24133037
This is going to happen, for sure

Anonymous

View Same Google ImgOps iqdb SauceNAO IMG_8498.jpg, 560KiB, 1346x1971

Anonymous ID:woVN0RTc Mon 16 Mar 2026 15:51:27 No.24133130 Report

Quoted By: >>24133174 >>24133275

>>24133032
>>24133037
Kek it's insane. I was really encouraged by today's headlines and action but may be ahead of myself.

Anonymous

Anonymous ID:GflXBaVv Mon 16 Mar 2026 15:54:33 No.24133142 Report

Quoted By:

>>24133127
big if true

Anonymous

View Same Google ImgOps iqdb SauceNAO liberace.jpg, 249KiB, 1500x1000

Anonymous ID:xQoO885Z Mon 16 Mar 2026 16:16:10 No.24133174 Report

Quoted By:

>>24133130
Photo looks like Liberace if he lived to be 110 years old

Anonymous

View Same Google ImgOps iqdb SauceNAO GLTR.jpg, 116KiB, 1215x456

Anonymous ID:woVN0RTc Mon 16 Mar 2026 16:16:55 No.24133175 Report

Quoted By: >>24133179

never heard of this fund... looks interesting like the fund I've always dreamt of ...

Anonymous

Anonymous ID:xQoO885Z Mon 16 Mar 2026 16:18:32 No.24133179 Report

Quoted By:

>>24133175
hey that's my private personal fund. How did it get online? It's not for sale.

Anonymous

Anonymous ID:6pW7lxGe Mon 16 Mar 2026 16:32:43 No.24133275 Report

Quoted By:

>>24133130
>American politician don't totally whore out is Israeli interests challenge: IMPOSSIBLE

Anonymous

Anonymous ID:ockHtb5A Mon 16 Mar 2026 16:40:46 No.24133281 Report

Quoted By:

Sold off the remainder of my normie stocks today during the daily peak so I am maxed out on cash for dip buying in miners. Also bought small stakes in all the chatGPT recommended stocks in anticipation for closure of the Suez canal. You may laugh at me for this, but how is that more ridiculous than anything else in this clownworld?

Anonymous

Anonymous ID:ekLr5lBf Mon 16 Mar 2026 17:01:53 No.24133298 Report

Quoted By: >>24133305

>>24132294
Maybe the delusion is on your part? Look at what Iran has been able to accomplish this and last time Israel/US bombed it - basically fuckall. They can't shoot down any planes, they can't hit any high value targets in Israel. How many Irani have died and how many combined Israeli/US have died? Look at the scale of damage over Iran and then over Israel. Iran has entire residential neighborhoods destroyed, all manner of civilian infrastructure destroyed, and then all their industrial and military infrastructure destroyed; in return Israel has had a handful of civilian vehicles destroyed and a few residential buildings hit. The only thing they have done is close the strait, and that's not something that requires any degree of military success. They hit a few stationary tankers and let insurance fears do the rest.

Anonymous

Anonymous ID:C1CQbrs7 Mon 16 Mar 2026 17:04:17 No.24133300 Report

Quoted By: >>24133552

>>24133032
>Panic bought some more oil
ngmi

Anonymous

Anonymous ID:C1CQbrs7 Mon 16 Mar 2026 17:05:07 No.24133301 Report

Quoted By: >>24133556

>>24133037
no they won't lmao

Anonymous

Anonymous ID:ockHtb5A Mon 16 Mar 2026 17:12:53 No.24133305 Report

Quoted By:

>>24133298
>the only thing they've done is close the strait
kek

>they can't hit any high value targets
desu we have no idea if this is true or not due to the censorship. however during the 12 day war one of their missiles whacked a mossad unit that had a secret office under a tall building, so they obviously can hit stuff

Anonymous

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Anonymous ID:woVN0RTc Mon 16 Mar 2026 17:38:32 No.24133359 Report

Quoted By:

Gary says

Anonymous

Anonymous ID:eoOp42x4 Mon 16 Mar 2026 17:54:15 No.24133383 Report

Quoted By: >>24133391

LME just halted errythang

Anonymous

Anonymous ID:eoOp42x4 Mon 16 Mar 2026 18:01:05 No.24133391 Report

Quoted By:

>>24133383
Am tarded and forgot muh link
>https://www.mining.com/web/lme-electronic-trading-hit-by-technical-halt/

Anonymous

Anonymous ID:RRuadYOt Mon 16 Mar 2026 19:17:25 No.24133552 Report

Quoted By:

>>24133300
What else is „protected“ if oil stays up? Maybe gas and wheat and such. Many of the gas companies seem to have rallied already with oil and I have no clue about wheat although I did take give a thought on a future calendar spread strategy. But I can take the stop loss if the situation de-escalates and partly sit on the sidelines until things stabilize.

Anonymous

Anonymous ID:RRuadYOt Mon 16 Mar 2026 19:19:24 No.24133556 Report

Quoted By: >>24133876

>>24133301
Well what will Asia liquidate then to keep their manufacturing up?

Anonymous

Anonymous ID:iuo1Dc7G Mon 16 Mar 2026 20:05:24 No.24133614 Report

Quoted By: >>24133619 >>24133882

Considering Hormuz and Pakistan filling a tanker with RMB instead of USD. How should one think if the petrodollar dies with this war? Stay far away from US commodity equities?

Anonymous

Anonymous ID:JBvTqsWw Mon 16 Mar 2026 20:11:19 No.24133619 Report

Quoted By: >>24133701

>>24133614
A collapsing USD is actually great for US producers who pay local labour rates, but get paid in global commodity values. Gold goes to $10k over a few weeks, Joe Minerson gets a 1.5% pay rise two years from now.

Anonymous

Anonymous ID:iuo1Dc7G Mon 16 Mar 2026 20:33:09 No.24133701 Report

Quoted By: >>24133731

>>24133619
Yeah, but did you forget their trade balance? If everything was in house production then sure, but now machines need to be imported for operations. Everything that's needed for operations that's imported will heem the profits, regardless of wages. Exporting bans to stabilise nationally could also be a thing, tanking the companies value.

Anonymous

Anonymous ID:JBvTqsWw Mon 16 Mar 2026 20:45:46 No.24133731 Report

Quoted By:

>>24133701
There's a reason we want to own mines in failing African shitholes, Lars. Kazatomprom became the biggest uranium producer in the world in large part because their currency rapidly devalued to create effective slave labour for a decade or so. Imported machines are priced at global rates and don't get more expensive relative to revenues.

Export bans seem like the opposite of what the current US admin wants. The awful trade deficit was the flagpole issue last year before aggressive imperial projects stole focus.

Anonymous

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Anonymous ID:TKO58rvX Mon 16 Mar 2026 21:53:14 No.24133870 Report

Quoted By: >>24133874

So I bought back most of my positions today, are we in the clear?

Anonymous

Anonymous ID:GflXBaVv Mon 16 Mar 2026 21:54:56 No.24133874 Report

Quoted By: >>24133878

>>24133870
We're doing great and we're all gonna make it.

Anonymous

Anonymous ID:T4E7TX/1 Mon 16 Mar 2026 21:55:38 No.24133876 Report

Quoted By:

>>24133556
they won't be liquidating shit. They'll add more leverage since they still have healthy GDP growth over there unlike here in Yuropoorland where we'll get a literal depression due to hilariously low GDP growth and sovereign credit issues

Anonymous

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Anonymous ID:TKO58rvX Mon 16 Mar 2026 21:56:17 No.24133878 Report

Quoted By: >>24133884

>>24133874
I lost my annual salary last year in the Iran pullback so far, it hurts

Anonymous

Anonymous ID:T4E7TX/1 Mon 16 Mar 2026 21:57:20 No.24133882 Report

Quoted By: >>24134865

>>24133614
>Stay far away from US commodity equities?
Absolutely the 180 degrees wrong move imho. The US stock market is a safe haven, far away from geopolitical chaos. Weak USD, "strong" EUR = long US equities.

Anonymous

Anonymous ID:GflXBaVv Mon 16 Mar 2026 21:57:41 No.24133884 Report

Quoted By: >>24133905

>>24133878
I'm suffering more than you could possibly imagine.
But to have a happy future, we need to go through these rough times.
The next few weeks to months are going to be bright.

Anonymous

Anonymous ID:tt4KrI2b Mon 16 Mar 2026 21:59:51 No.24133889 Report

Quoted By:

>>24133127
>Constructive non demand destructive pricing.
We can hope.

Anonymous

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Anonymous ID:TKO58rvX Mon 16 Mar 2026 22:06:32 No.24133905 Report

Quoted By:

>>24133884
I feel it

Anonymous

Anonymous ID:JBvTqsWw Tue 17 Mar 2026 00:44:09 No.24134865 Report

Quoted By: >>24134988

>>24133882
>The US stock market is a safe haven
The private credit bubble is about to burst and take it down 2008 style.

Anonymous

Anonymous ID:tt4KrI2b Tue 17 Mar 2026 02:17:48 No.24134988 Report

Quoted By: >>24135011

>>24134865
>You don't lose money if you don't mark to market and halt redemptions.

Anonymous

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Anonymous ID:woVN0RTc Tue 17 Mar 2026 02:17:53 No.24134990 Report

Quoted By:

Always darkest before the dawn...
Hopium rises eternal.

Anonymous

Anonymous ID:eoOp42x4 Tue 17 Mar 2026 02:30:21 No.24135011 Report

Quoted By: >>24135019

>>24134988
Checked....
Silver performance in that time:
>under $10 late 2008
>Over $48 early 2011

Anonymous

Anonymous ID:tt4KrI2b Tue 17 Mar 2026 02:32:56 No.24135019 Report

Quoted By:

>>24135011
There was an initial selloff though with the eurozone crisis. Leverage looks spooky.

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