What's that cat's problem?

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>>23963846
terminal smugness

>>23963846
No problem. He is long carefully selected junior gold mining stocks that he knows will make him a lot of money in 2026, that is why he is smug.

>>23963863
[spoiler]What were his picks?[/spoiler]

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Uh, so that was the pullback?

>>23963865
You could say he likes his porridge big iykyk.

>>23963873
Alright I'm going all-in on Microsoft and Nvidia. Thanks anon

Homebuilders and lumber going higher

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>>23963875
Anon-san..

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what a wild ride, I think silver will grind back up to $100 and chug a long there for a while and Miners will outperform.

>>23963832
My cat would beat up this cat. This is a pussycat.

Fellas, are the crAPI numbers right? Did we get a fucking 10m draw? Speaking of which, is it true there's American warships present in the gulf?

ABRA still with retard strength

>>23963837
It sounds like the tokenized assets are akin to a bond that is issued by a corporation but default does not give the creditors ownership of the corporation; the creditors are screwed out of their capital in the event of a default.

I guess Arizore (the money guys) will be getting 50% of the profits from the mine and Bocana (the operator) will get the other 50% of the profits. Prior to either Arizore or Bocana getting any real profits, the token holders must be paid back in full with some sort of interest.

Without much more on this mess, it seems that the funds raised by the token sale will be used to buy the property/mineral rights and pay for the salaries of Arizore and Bocana while they develop the property.

It seems to me that Arizore and Bocana cannot lose so long as they can find enough suckers to buy the tokens. If the project is successfully developed and starts producing, the token holders will get paid first. Only after the token holders are fully compensated will profits flow to Arizore and Bocana.

I don't know who is going to be stupid enough to buy the tokens. If all they are getting is interest on their capital but have zero participation in the upside upon successful development of a good mine (lots of minerals) and seemingly no collateral backing their loan, they might as well buy Treasury bonds.

>>23963870
will probably keep consolidating for the next few trading days tbqh

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Rubio hosting minerals conference tomorrow. White house announces Project Vault. Cuba is next on the list to liberate.

They're building an economic block. We would never go for an American Union, unless it was packaged and marketed differently and pitched to us by a lifelong salesman.

>>23964237
Cuba? You mean Tropical Casino Island Excellent?

>>23964172
Yeah, no matter how you twist and turn things, for Bocana to have big upside potential without any dilution, someone else would then have to take all the risk for only part of the upside. That simply makes no sense. Only way this happens is if they find some huge suckers, and that is very unlikely especially because the whole thing just stinks to high heaven.

>>23964172
>>23964286
A lot of what you are saying is just speculation.
Most of the details haven't even been confirmed yet, we're still waiting on a big explainer news release.

Tokenized assets already exist in the world and the companies make money. I don't see how this is any different.

>>23964327
It's simple logic. Tokenized assets exist, but the one paying gets his share of the asset, not 50% leaving 50% for someone else for no reason.
A stock exchange is tokenizing assets, doing it with crypto is the same thing only more risky with way more unknowns. You can already buy a part of an asset/mineral project on the stock market and if you buy 1% of the stock you own 1% of the asset, not 0.5% like if you buy through bocana's scheme where they get half without paying anything.

>>23964352
The idea that a bank will loan them the $27.5M may be even more crazy, no bank is going to take that risk. Even for a fully developed project with a FS and good economics the build will almost always be funded by a combination of debt and equity and that is with a defined timeline to cash flow to pay the loan back.

>>23964352
>A stock exchange is tokenizing assets, doing it with crypto is the same thing only more risky with way more unknowns.
don't tell cryptofags this they always lose their minds

>>23964352
>not 50% leaving 50% for someone else for no reason.
Where are you getting this ratio from?
They haven't stated how the terms will work for new mines who want to be tokenized.
The 50/50 was just the deal with Arizore to form the new company that will be doing the tokenization. There's nothing stating every company who joins will give up 50%.
Nothing was really announced yet. We won't know anything until they release the news.
They also have several companies lining up to be a part of the tokenization.
>>23964421
>The idea that a bank will loan them the $27.5M may be even more crazy, no bank is going to take that risk.
Management has decades of experience in finance and many contacts all over the world.
>will almost always be funded by a combination of debt and equity
"and is expected to total up to USD $60,000,000 in secured funding loans (the "Funding Loans"), without any obligation on Bocana to contribute equity capital."
They're saying Bocana doesn't have to give up any equity.

>>23964466
The 50/50 ratio I have from the JV, but giving up any percentage to Bocana for free doesn't make any sense when you can just buy a piece of a company on a stock exchange.
They may have said they are in talks with companies who are "interested" or something like that. You have to understand that doesn't mean anything, they are pumping the project. Unless there is an agreement on the table it doesn't mean a thing, of course they are going to say there is interest in their *next big thing*, why wouldn't they? even if no deal is made, which is very likely to be the case, they are not liable for anything using that rhetoric.
>Management has decades of experience in finance and many contacts all over the world.
Lots of people works in finance and know other people who works in finance, this doesn't mean anything either. Very few people who work in the huge finance industry are extraordinary people or have the skills to succesfully run a business.
>"and is expected to total up to USD $60,000,000 in secured funding loans
>is expected to
I fully expect to win $100M in the lottery tomorrow with my lottery ticket (it came to me in a dream, which is been reliable previously). Want to buy 50% of it for one million?

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>>23964466
>They're saying Bocana doesn't have to give up any equity.
>That's what he wrote HAHAAHHAAHHA

>>23964498
>but giving up any percentage to Bocana for free
Again, why are you making assumptions when very little information about how this will actually work has been announced?
The tokenization offers money to run the mining operation without having to go through dilution. It's advertised as an alternative to dilution.
I don't even know how this is supposed to work and neither do you.
We can only speculate.
>even if no deal is made, which is very likely to be the case, they are not liable for anything using that rhetoric.
Any deal can go south. That's why we speculate on these stocks.
Management has decades of experience in the industry, I don't think they're just going to scam right now and destroy their reputations.
>Lots of people works in finance and know other people who works in finance
I'm talking about their contacts and ability to create complex deals.
>or have the skills to succesfully run a business.
The finance board members aren't the CEO. The CEO, Tim has experience running businesses.
>>is expected to
You read that wrong, they're talking about the expected total of the loan. My point was they said Boca doesn't have to contribute equity capital.

Look desu I'm not an expert on all of this shit. I have a moderate amount of knowledge on mining stocks and just go with my best guess. I've made a lot of money so far. You may be right, but time will tell.
Even if they simply buy the Arizona property and the assays come out good(which are expected to happen because they previous assays were great), I will make money, so I'm happy.

>>23964526
We will see what happens.

>>23964555
>My point was they said Boca doesn't have to contribute equity capital.
And my point is that it doesn't matter that they say they expect to be able to loan a large amount of money with no cash flow or good collateral for the loan, because it's not going to happen, that's just common sense about how finance works. Banks are not suckers, if they are, they go out of business rather quickly.
>Even if they simply buy the Arizona property
With what money? they don't have any money, noone is going to loan them money. There. Is. No. Money. You own a shell company with no assets valued at US$10M currently. All they have is their pie in the sky business plan, which is why they are pumping it so hard. They are probably hoping to be able to raise money at a higher share price and I bet they have been trying for months since the stock ran up, but noone is willing to participate in a financing.

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>>23963832
WAGMI

>>23964712
This video is AI.
AI is based but I hate when boomers get tricked by these videos and think it's real.

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>>23964586
>And my point is that it doesn't matter that they say they expect to be able to loan a large amount of money with no cash flow or good collateral for the loan, because it's not going to happen, that's just common sense about how finance works. Banks are not suckers, if they are, they go out of business rather quickly.
I've been doing more DD.
Arizore Ltd. is the Fintech company working with Bocana, they are both creating a new company called Arizore LLC. Arizore Ltd. has access to many lending partners and is going to use them to fund the project. It doesn't have to be banks, it can be private capital of some sort.
That's as much as I know.
>They are probably hoping to be able to raise money at a higher share price
That would defeat the entire purpose of their "tokenization as an alternative to dilution" business model. They stated in the news release they were not going to dilute.

It seems they had this funding secured back when they were pursuing the claim in Bolivia, now they're using it for their new project. They likely have a bunch of connections for non-dilutive financing ready to go.

>>23964812
You keep referring to what the company have said their plan is and use that as some kind of evidence that it will happen. A plan isn't worth the paper it's printed on until something has actually been done. What someone wrote on CEO.ca doesn't matter either. The level of discourse on that board should make run sell everything tomorrow and not look back.
I realize they *say* they don't want to dilute, but that is most likely just part of the pump. Saying they can raise all this money with no dilution is the entire reason why the stock is 13.5c now instead of 0.5c, that's why they are saying it. If there's all this non-dilutary financing available then where is it? It's taking awfully long to get any firm details on any actual money coming in. It doesn't exist.

Bocana is short for Bolivian Aurcana

Bocanahorse is the new meme

>>23963910
Is $50 of SILJ enough to make it, /lads/?

>>23965212
It'll turn into $500, definitely life changing gains

>>23965164
glencore finally getting their bailout after standing on the street corner catcalling random mining execs for a year?

>>23963910
the saddest tits ever

>>23965257
We need that big tit girl who used to post silver rounds during the OG silver squeeze to awaken from her slumber again. She wasn’t that hot but had great tits

Massive head and shoulders on Bitcoin. At 90k I thought 64k retest would be the spot but damn anything above 50 might be wishful thinking.

Gotta love regime changes

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Buy VOO and chill bruh

Wow gold move today and its effect on overall market cap ($2tn) was equivalent to the entirety of Amazon.

I was thinking we’d see a complete breakdown in the G/S ratio back to 70s but silver is still catching a bid and is rapidly clawing back. Copper took like half a year to get back to $5.90, silver will be much quicker it seems.

>>23965418
Wow

>>23965234
When America knocks, you answer

Who knew America herself would shape up to be the greatest participant in this M&A cycle.

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mETH, not even once

How are we playing oil? ETFs or some individuals like Cenovus or Exxon? Some utilities? E&P?

Thinking some OTM calls for XLE since it’s quite liquid and has decent action, although it’s made a huge move upwards already YTD

>>23965435
Glencore were actively pimping themselves out to Rio, Anglo etc. the US didn't need to knock. Bet they can't believe their luck at getting a cobalt bailout while prices are artificially high. As soon as the DRC ends its export restrictions that shit is worthless.

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>>23965452
Mid market cap shitcos in canada, usa and latin america

Holy fuck this is either an actual rebound the higher highs, or thr greatesr dead cat bounce we’ve ever seen in silver.

I think I might have to buy some miners and some calls again. Stoic part waited out the worst of the crash, but the degen in me wants to participate

>>23965754
I personally dont see anything wrong in silver and gold yet, of course could be a dead cat bounce but as long as we are closing above the 50 day moving average I think its fine

>>23965754
I still think we could see consolidation here in the next weeks ahead. Doesn't need to be a major recovery or a ginormous dead cat

>>23965452
>some individuals like Cenovus or Exxon?
this is the way I prefer. There are too many shitcos in the sector, need to high grade

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SALT broes our time is near

https://www.cruxinvestor.com/posts/the-salt-deficit-navigating-north-americas-us-2-6-billion-de-icing-market-3-3

Look still haven’t sold my far OTM SLV calls from pre-crash. Was convinced they would be worthless and take a 45k L, they are gunna recoup like 50% at this point. Issue is they are Feb 20 exp

Ivanhoe Mines Founder and Executive Co-Chairman Robert Friedland Meets with U.S. President Donald J. Trump at the White House for the Launch of Project Vault, a $12 Billion Strategic Critical Minerals Stockpile - Newsfile https://stocks.apple.com/A3HRf2CUpSxCrGPLQYUoKrQ

>>23966152
Nice, Freidland is based.

He had a recent clip of him laying out the bull case for copper go semi viral in the past few weeks.

>>23966152
IVN-broes...

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Another shit day

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we love mr crabs

bleeding bad today, maybe worse than last week

>>23966110
Looks like my stinky order at 0.97 backstopped the avalanche !

>>23966593
lol last week I was down like -20%. Today's cool

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Some iron ore TSX.V tickers for any interested anons.

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Iron Ore is very cheap in gold rn

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I love when my account goes from up 2% to down 4% in a couple hours ...
Is it true HYMC earnings tomorrow??

>>23966669
only Rio Tinto, BHP, Vale and Fortesque are worth owning if you want exposure to iron ore. hope this helps

Why is uranium getting raped

>>23966824
The SPUT pump is reversing with spot dropping back to where it should be now that Sprott's buyers wasted all their capital on $100+ uranium offered by opportunistic traders. No discipline.

People who thought this was the big one are capitulating, and sector tourists see spot and equities falling and flee. See you all in 3-6 months.

Remember to re-enter with stop losses fellow kings!

What the fuck are we buying bros
and why?

>>23966864
>Doesn‘t know what to buy when the parabolic bull is already raging
NGMI, time of spoonfeeding is over.

>>23966864
whatever I'm buying because it goes up

>>23966861
>stop losses
great way to get shaken out

>>23966864
1. Compare commodities to eachother using ratios
2. Determine which commodity is cheap
3. Look up companies on the archive or even chatgpt and check the charts for near bottom entries
4. Check their balance sheet and presentation on their website

>>23966861
don't forget (((they))) can see stop losses

>>23966943
>1. Compare commodities to eachother using ratios
>2. Determine which commodity is cheap
retard moment

>>23966864
I buy purely based on how cute the logos are for each company. I'm massively outperforming the indexes.

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Finished ok today, AG in the green.
How big are HYMC's earnings tomorrow?

>>23967111
based retard

>>23966864
I was saying earlier Iron ore is cheap and I listed a bunch of companies that Gemini compiled.

There are plenty of other commodities at cheap valuations. I would go long oil, iron ore and Canadian oil and gas here, with some speculation in silver in smaller amounts compared to the rest

>>23967111
Horsebros

>>23967025
You miss out on not using ratios to compare what is cheap

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kek

https://coinmarketcap.com/currencies/bitcoin/

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>>23966864
>why?
large Japanese milkers

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>>23966864
https://www.youtube.com/watch?v=SDtQosVI50s&t=312s

>>23967797
It's called goygold now.

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>>23967876

>>23967876
BitGoyn

>>23966905
I'll start spoonfeeding tourists when it's time for me to unload my bags

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Silver getting absolutely heemed rn. Jews are lashing out for the epstein files, they are rugging everything.

>>23968406
Can they try harder please? These cheapies are not even cheap

>>23967797
Can't you FUD silver, please mr tv jew man.

Wow nice rugpull, now I’m happy I cashed out all my miners and didn’t buy any options.

The next ride up will be even more violent and bullish now when this thing bases and launches.

>>23968424
Best I can do is your very own goycoin for $71k (will be cheaper later).

>>23968406
>muh jooz
or, nobody needs your shiny little rocks? ever think of that?

>>23968612
No jews allowed in CMMG. Be gone, demon.

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I don't want to ever see another jew again after the last week

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Its over

Lotus was supposed to be my new best friend, but they have already betrayed me with a massively discounted raise. No warrants tho.

I'm dumb and deserve this one.

>>23969058
>more dilution
Just another day ending in -ay on the ASX

Good news for my brazilian shitco Largo
>fixed price US DoD contract for vanadium pentoxide
https://sam.gov/workspace/contract/opp/a56d561807744f48abe84a25228872d8/view