The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
The stitch up of us PI's is nearly concluded.
Yes the shorters and derampers are out in force playing their dirty games.
We are near lows of when we had no rig. This is currently priced for no success, so any discovery it will boom like a rocket!
Loads of permutations possible, especially with NHE drilling too.
Truth is a discovery will be massive news. What happens after discovery is all for a later date, being the company that makes a discovery will be extremely positive for the share price period!
BoE looking done on rates, US probably one more rise left, so stability on interest rates going forward.
Just need money supply to rise and could be seeing a good run on Bitcoin. I think positions are being taken, I'll be moving more into miners over next few weeks, so dont mind a little pull back :-)
Plenty of analysis is out there
https://www.youtube.com/watch?v=lfMXV5lJ1HE
I personally think the approach to drilling this time has been much more professional akin to O&G, and there is a lot more confidence in the HE1 management. I feel sorry for DM, he messed up by being cheap skate but I fully understand he was trying to simply make discovery announcement and further development work would have been needed.
This time the drill is on the right side of the fault, bigger rig and hole will be lined and go straight into appraisal, that is a key part of the jigsaw that makes me confident management/LB know far more than us. Discovery is a game changer and majors or partners will come in, but that discovery announcement is the KEY to unlocking a significant rise in the share price.
Plenty of good opinions on here and I concur that Mara will still multi-bag on bitcoin bull run. But there are good and bad miners, plenty of decent videos too https://www.youtube.com/watch?v=lfMXV5lJ1HE
CLSK imo is my top choice because, I rate the CEO and timing of their upgrade of hash, which will hit 17EH, and I think dilution is done too. But Mara and its hodl cannot be ignored.
Momentum is building, its a matter of when imo.
https://www.etf.com/sections/daily-etf-watch/franklin-templeton-files-spot-bitcoin-etf
Smart guy imo, always makes me feel he knows his subjects..
https://www.youtube.com/watch?v=ndvcZE9GEJg&ab_channel=ThinkingCrypto
Bit of a Friday light relief....
We get the bitcoin bull run with run up to halving, what are peoples price aspirations for Bitcoin & Miners?
Also timescales, will the price explode prior or post halving?
I hope for Bitcoin between $50-75k and CLSK $30-40 and Mara/Riot $75-100, Wulf $8-10