Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Yes Drankwell, as I want liquidity in case of a deleveraging event I prefer UK listed ETF’s and ETC’s. SILG.L has a 24% weighting in the best Royalty and streamer Company with highest beta to Silver WPM.L.
Go to Rick Rules boot camps his Royalty one, Uranium and Silver ones were good. Best tickers for those that work like myself are the ETFs followed by the Royalty CO’s. The likes of Joe Mazumda prefer the even smaller ones like ELE, OGN etc.
https://www.juniorminingnetwork.com/mining-stocks/royalty-and-streaming-mining-stocks.html
Back to crypto what do you reckon to FETCH.ai, do you think it has room to run?
Thanks. Sandstorm worth a look as a cheaper more leveraged gold royalty co vs Franco.
I used to spend half my life checking drill results too ! Fun when your favorite junior hits
a glory hole and the sp triples in an afternoon....Phoebus - Saylor is the crypto Prince, has
a global fanbase, borrows money at 0.5 %, is about to get s and p listed, and bitcoin (thus
far) been much stronger than most alts...so its not as crazy as you think....(imo) ! I would buy
MISTR again on a juicy pullback.
MSTR now has a market cap of $29.4M, yet its crypto HODL of 205K BTC is only worth $14.8B, so it's at 2.0x HODL, whilst KR1 is only about 0.75x HODL. Ridiculous. 2.75x cheaper than MSTR and with more highly geared assets.
Yes, I have been conversing with David Brady in a private members forum for about 18 months, and am better schooled on his FIPEST method of timing and his own portfolio weightings, strategy and price targets. The opportunity cost of holidng Silver is high, inflation adjusted highs are even further away, being a critically strategic industrial metal, it’s probably best to swing trade on the same side of the boat as commercial banks like JPM, than freestyle as a private investor. Most Silver producers have Silver as a by product of base metals and have higher Gold production. So finding the ones with the best alpha and beta is fun. I monitor global commodity drill intersections lunch time every day, so I’ll be sure to let you know, when I get the next Silver discovery hole, once I’m invested of course.
Take care buddy!
KR1 - Keep Right on.e
Hey SK
I bought a little of the UK version of GDX, which has some Franco Nevada, did think
of adding an extra helping - you just reminded me thanks. Silver juniors are the big winners
long term - Fortuna, then Discovery metals etc...but only assuming silver breaks then stays
above $30k. My contention is - silver manipulated down by derivatives indirectly controls
the gold price. as they should run in tandem, if anything with silver leading. Silver was $50
in 1980, so has some catching up to do......
Keep the posts coming this board is ghostly quiet, was in GGP from 0.18.
In Snowline and Hercules before majors B2 Gold and Barrick took a stake.
Think safest is GJGB.L GXDJ for now, as Au approaches and exceeds and holds new highs, folks expect political jurisdiction issues and risks to escalate. Look at FNV royalty streamer expected high P/E should be as safe as they come, but Cobre Panama issues pulled it down.
My switch Gold producers for Silver juniors later in the cycle.
At least we are consistently heading North. This very much in contrast with BTC miners, who are rushing
around like the proverbial headless chickens. Have to own up to a cardinal sin. Bought some gold mining
shares - until miners get their act together at least. Gold and their miners generally despised, but a run to
$4k wouldnt surprise me over next 2-3 years. Had some 10 baggers on gold juniors back in the 2007-11 gold
rush. Who knows ? Starting with big boys - Barrick etc. Gold rush starts with them, then trickles down to the
juniors as the bull builds steam. Much less correlated to general market which is a bonus. Bit off-topic sorry,
but still long KR1 and very happy with its performance - as a crypto junior, it does exactly what i'd expect.
Alt EWT oscillator prints green first time in 4 years usually lasts 700 days, stochastic RSI finally above 85 on monthly.
Locked in now with full position size.
Its a long term project. There has been only a few asset terminations and some havent even started yet so why worry what the sp against NAV is now. come back at XMAS and have a look !
With the US retail investment floodgates opening, I wouldn't be surprised to see the likes of Grayscale hunting down discount to NAV opportunities globally. KR1 are vulnerable to buy and hold funds while the discount remains > 10%...or some long / hold funds may just mop up KR1 shares to enter at a discount. In any case this bull market is just starting and I expect to see 5x-10x increases in value over the next 2-3 years
Yes
There’s now a 40p discount on this company on NAV alone. Will it ever start to close the gap or is the SP destined to sit at around £1. It’s becoming tiresome in the extreme!
Kind of bizarre trading behaviour when the chances are the sp is going to keep heading north . . I keep looking out for SII increasing thinking maybe the bod are offloading there options or credited shares but still @ 177.37m . Its amazing amount of shares Traded with only a slight increase of say 10% in sp value . As I touched on before .volume needs to.dramatically increase to.obliterate the churning
No doubting sector sentiment .its on fire 🔥.
If people want to sell at support that’s their lookout
Complete contrast to last bull run in 20/21.
seems we are under control.
Sp has no strength. Any sniff of a downturn and its jump ship instantly .does not bode well for near future
Doesn’t seem to matter for the SP. Big discount to NAV. Stuck at £1 or thereabouts. It’s becoming a bad joke!
Looks ready to spring forward. Great for NAV
Not been happy about this - but with DOT and others like Moonbeam making great strides our reliance on Tia is weakening and creating a stronger Nav. So onwards and upwards. Our volatile holdings Foam and Erc20 defy comment
That was a great interview, supply AND demand SHOCK happening
Thank you but prefer this one…
https://polaris.brighterir.com/public/kr1_plc/news/rns/story/rmk48nw
Worth looking into a very undervalued crypto stock, Phoenix Digital Assets PLC
Phoenix have a £37.84 million mcap as of 09/03
Phoenix hold the following:
623 BTC = $42.66million
6794 ETH = $26.54million
86396 SOL =$12.61 million
732899 OP =$3.43 million
Others $3 million approx
$4.19 million in cash & other investments
Total = $92.24 million
Total = £71.74 million
Equals approx 7.2p per share
Current price 3.80p per share
There will also be a tender offer after the halving to buy back their own shares at the NAV price.
Massively undervalued and an amazing opportunity. You can trade it on ig.com
Well worth a look.
Can’t wait….
Thanks for putting the link to this on. It is obvious that our present NAV holds if TIA holds. The other assets will rise with BTC and ETH. Some small assets will leap out of the blue and we will be exposed like anything else to political change. So lets see what happens when BTC halves
The winners of CMC Crypto Awards 2024 were announced and the awards minted as NFTs on the Ethereum blockchain, an immutable record of crypto success.
Crypto of the Year: Solana
Bridge Builder of the Year: BlackRock
Meme Coin of the Year: Bonk
Social Influencer to Watch: ZachXBT
Most Innovative L1/L2/Cross-Chain Project: Celestia
Most Innovative NFT & Gaming Project: Pudgy Penguins
Most Innovative DeFi Project: Uniswap
Crypto Leader Of The Year: Vitalik Buterin, Ryan Selkis, Brian Armstrong, CZ, Julia Leung
https://coinmarketcap.com/community/articles/65e883a2b077505e613aff37/