Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Interesting article about suing de-rampers!
https://tinyurl.com/av6yrvzn
A great recent video from Tavi Costa which highlights the investment case for gold and the miner's.
https://youtu.be/_yPMVF1CbQM
@Davielad, I think the pressure of whats taking place in the wider market is getting people frustrated. Lots going on in the market at the moment, the new variant and the market possibly pricing in rate hikes from the FED in response to rising inflation, the rate hikes also bring possibilities of a slowing economy. Like I said, lots going on in the wider market at the moment.
@Gunst
Its a very confusing one. There's no doubt we're experiencing inflation but with bonds yeilds flattening it usually indicates that the economy is slowing down. It will be interesting to see if the FED even attempt to taper as that could trigger a recession. You may want to research some of Lyn Alden's work, she thinks we will go through a similar period to the 1940s where they had a period of deflationary bursts with inflation increasing over time. Makes sense when you have mostly unproductive money inflating government balance sheets.
Bonds yeild are flattening, the general market didn't feel good on Friday. We may see a period of deflation to come.
There's no alternative for physical gold for me. Physical gold is my insurance policy, you never know how crazy things can get out there!
Both physical gold and exponential opportunities such as GGP, hopefully we'll get some nice dividends further down the road.
Yes, very true, but real rates are realistically at minus 5%. I think I'll park my cash in gold, gold miners, commodities and crypto. The only way they can lower the debt burden is with sevaral years of double digit inflation along with capping bond yields at a low rate. The other option is to default, but can't see them doing that.
With central banks unable to raise interest rates to any meaningful level due to the size of the debt, the bond market is dead! The bond market has a global market cap value of approx $128 trillion.
Gold market cap appox $11 trillion, Crypto market cap approx £2 trillion which means potentially $115 trillion will need to find a new home, that's plenty to go round for both Crypto and Gold, with what's lies ahead I don't think one competes with the other, they can both shine..
And so the mining story begins.... :-)
Check this out, and just chill!!
https://www.visualcapitalist.com/visualizing-the-life-cycle-of-a-mineral-discovery/
@gkb47, thanks for clearing that up. So BMN are hedged if one part of the business is less profitable than the other. I like it, thanks again for the heads up..
I hope I'm right, but I think we just need more time and need to be a little more patient. We've just been through/going through the biggest economic disaster in living memory, but looking on the bright side, with literally the whole world being behind making the world a greener place then we could be on the cusp of an exponential period like nothing we've ever seen before, and BMN is perfectly positioned for this.
I think fortune has been laying low for good reasons, only time will tell.
21:56 - GH said months ago in an interview that if the company grew then he would not be at the helm.
Yes, apologies, my mistake. Just added them, great to see them on Twitter...
Totally agree, huge potential for this company in the upcoming years but would be nice to see them get the message out. Would be great to see Agronomics on some form of social media like Twitter!
Superb fundamentals here.
You are being presented with a gift to buy at sale prices if you're able to. Only wish I had more funds to add here so only patience required from me.
Deep condolences Paddy.
19:49 - Nothing is in play at the moment. Inflation hasn't hit critical levels yet and the FED haven't really announced anything... Watch out for yeild curve control to cap the yeild curve or the dollar crashing due to loss of confidence because of all the cash they're printing. That's when you will see gold rocket!!
A good honest post!!