Member Info for Antroot

Anyone know what his target short price was?

Do you have link to ceasefire? I have only heard Iran saying no deal was made or discussed, though both sides will say bs to frame like they won.

Ben this sell off is not exclusive to MTL, all gold and copper stocks have sold off. Anyway this period will be amazing price for peeps to get in.

It might go sideways for a while. But also look at 1 year chart, MTL is still what 100% up, 20-30% correction is not unheard of in mining stocks.

No need to be a political activist.

Times is Murdoch backed. Fairly conservative in their stance but an opportunist as his guiding principal.

I don't see a problem of the shares being shorted over short term, as lot of ppl are turning to cash but inflation will keep devaluing it.

In terms of US pressure or what not,

strangely enough Venezuela has somewhat turned to do biz with the USA recently

https://www.axios.com/2026/03/05/trump-us-venezuela-gold-deal

So USA or China or wherever there is still a market, gold shall flow.

And the fundamentals in the company hasn't radically changed, as long as the mine construction continues on time but possible slight increase in as the gold will still be sold in the market at big margins.

Gold could go to 3k? with dxy rising, and strangely enough Iran saying only yuan backed oil to go through Hormuz but yuan is USD pegged. Pressure on Asian markets could also lead to sell off.

However, structurally due to USA being schizo in their sanctions, both parties and debt rises, gold seems like it will be heading to 10k, silver to 200+.

Also regards to jobs and stuff, MTL will be helping out the locals and hasn't kicked out the local artisan miners.

These type of small scale miners seems appealing to activists and environmental types but they never do anything professionally as they don't have the tools, budget or regards to safety and just end ends up giving mining a bad name as it had happened in Philippines and just to be exploited unnecessarily by the middle men, just as in Africa where this puny operation with mercury leaching destroys the water table and tiny gold is sold off to Dubai.

Since candy is a treasury for the reform party and the reform seems to have a good chance of coming in next election, all because of the boat situation and conservatives screwing up the immigration system.

Times I am guessing favours the mainstream political parties so, spinning the article to make them look as bad as possible.

On other note, trump is muling to put boots on the ground in Iran and us debt has crossed 39 trillion. The Iranians I guess with their brand of Islamism are more ready to be martyrs than Americans who has no clue what this war is about or even the objective of this ongoing war.

Truly a structural ongoing shift. Ppl who are saying gold might go to 6k to 10k or above might be right. Short term sell off from Dubai which is a hub for gold trading.

If America does enter hyperinflation, how will it begin to service that debt? Is there some solution to it?

Since candy is a treasury for the reform party and the reform seems to have a good chance of coming in.

Times I am guessing is ba

Interesting article, condor is subsidiary of metals?

I don't get it apparently USA sanctioned these two companies, for exploitative or exploitation of migrants. And they decided it to handover to the Chinese company and get royalty off it.

Seems like a fair deal to me.

Pretty impressed with the team here. Consistent work, with news every few weeks for an explore co.

Market seemingly ignoring the company which is understandable as gold stocks have tanked but RR remains stable.

Wondering you are sorting to sub 0.10p? Over short term not altogether unwelcomed.

But your thesis is that the mine will be seized by the current government and given to the Chinese companies? There might be certain case for some mines but are you saying all mines will be nationalised?

I think would prefer a different jurisdiction TBF. Australia would be a good buy.

Just having it in Nicaragua seems risky.

There's been broader market sell off. Dxy has gone in strength, due to oil tightening. Since USD is oil linked, it has created demand for dollars.

Longer term, war creates inflation due to increase in government spending and doj is already getting, what almost 1.5 trillion USD to spend.

Thinking long term USD is in hot potato to finance that debt, and if there is a recession, that would not be funny to finance it.

Would prefer gold to stay at 5k and not yo yo like a roller coaster. Anyway, I am assuming DB might announce another asset soon enough hoping. Would actually prefer if it was in Australia or canada, as that gives investors that jurisdiction premium like it has for other producers.

Wouldn't be surprised if MTL goes to 12p but if you have cash and and some decent time. This is buy the dip moment.

Yea, I mean the Iran war is important because, you also have a lot of fertilizers going through the Arab nations. Yea sure they could import it from Brazil or Canada but by land? Or airlines?

This stuff is famine inducing and lot of gold and silver being saved by the Indians and much of Asian markets. Silver in particular gets sold off in India, which is a big market. So that does add selling pressure.

Over long term, main thesis of gold investing is of course the debt market in the usa, and really hedging against USD. That play is still ongoing.

In terms of crypto in particular bitcoin, I heard that Iran actually has the lowest mining cost to it but I am not quite convinced that it can be called digital gold . But of course you also have gold backed crypto that's starting to get more popular but caveat being they are domiciled within certain jurisdiction.

Anyway,

Look elsewhere? There is like only like handful of tin stocks!

Anyway, is there a hidden implications that both assets could potentially be sold to next door neighbour?

Or work concurrently in both jurisdiction?

If sold, I would think at least billion dollars worth of rock here.

It was a normal reaction, say if you look at tin it's trading at 50k but it's fairly balanced market at the moment so doesn't make sense it's trading at high valuation. Oil TBF, analyst is in similar boat as it fairly well supplied, Saudi would prefer 80usd as well but uses the narrow watercourse for logistics, so it's cutting off lot of oil.

If trump decides to put foot on the ground, it will be a protracted war and would be recession inducing and not just a passing speculation.

Having said this, banks in UK already decided to put up mortgafe interest rates and this gov still hasn't removed windfall tax on north sea oil and ed millband wants to completely stop exploration in north sea.

It's a confluence of policy mismanagement in the UK. Furthermore there's negative spiral all over the world.

https://www.aljazeera.com/news/liveblog/2026/3/10/iran-war-live-trump-says-conflict-will-be-over-soon-40-killed-in-tehran

This situation is beyond DB's control.

Trump did say possible that this will go for 4-5 weeks, but possibly longer. If it stretches more then 5 weeks we are talking about recession here. I would think.

Risk on assets like miners will sell off. Metals I would imagine will go lower, I would think around 12p.

But I am guessing, if trump admin is stupid enough to put boots on the ground, that's not something to look forward to.

Yea, but Pam Bondi said dow at 50!!!

Possibly, I would guestimate fair price around 17p at the moment.

But note, that if nameplate capacity of 140-160k ounces achieved, then that is like what, 700mil+ revenue at the end of 2027.

Almost double the mcap from here. I think cheap would depend on your timeline.

Though expecting higher aisc, due to increase in oil price. But even at 2000 USD, you got 150% fcf, if gold stays at 5k.

Just wondering what is the Iranian pov of what Israel is looking for? Or at least what id told to them of Israel perspective?

Upfront cash from whom? Ukraine or the EU?

How are they going to have cash left at all?

I mean trump can appease Putin all he likes, but they are in the middle of a war, you can only negotiate once you win the war, not whilst in stalemate.

Anyway going back to metals, the reference here says potential asset to be identified by H1, or say within the next 3 months or so to replace runroro and to an extent dupax, anyone got any hints of this?

https://www.cruxinvestor.com/posts/metals-exploration-aims-to-double-gold-production-and-increasing-margins-by-2027