Member Info for schlemiel

'My thoughts on this:

Traders looking for speculative exposure in gold futures don’t wait until the last days of March to enter the April contract in size like this.

By that point, the April contract is about to enter its delivery window, which begins at the end of the month. Assume speculators would already have rolled out of it into June to avoid getting assigned physical delivery.

What we’re seeing here most likely is a massive surge in open interest in April, up more than 45,000 contracts, with relatively modest volume.

That implies a wave of new, purposeful positioning rather than just churn between existing traders.

Because this increase didn’t come from March...it’s not just a normal roll. It’s fresh buying. And because it happened right at the start of the delivery period, it raises a clear possibility: This looks like someone is intentionally positioning themselves to take delivery of a lot of physical gold and did it last minute.'

https://x.com/SemperVigilant1/status/1906794807558853038

Interesting. ''would potentially support the development of the Beetaloo basin acreage''

https://www.reuters.com/business/energy/australias-tamboran-supply-gas-arafuras-nolans-project-2025-03-31/

march 31 (reuters) - australia's tamboran resources corporation (tbn.ax), opens new tab will supply gas from its beetaloo basin assets in the northern territory to local rare earths miner arafura's (aru.ax)

, opens new tab nolans project for up to 10 years, the companies said on monday.

tamboran has signed a non-binding letter of intent with a unit of arafura, under which the former intends to supply 18 to 25 terajoules per day (tj/d) of natural gas. arafura would potentially support the development of the beetaloo basin acreage.

the reuters power up newsletter provides everything you need to know about the global energy industry. sign up here.

arafura's earlier gas supply agreement with the mereenie gas field joint venture, which was signed in february last year, was set to lapse on march 31.

arafura's nolans project produces neodymium-praseodymium, a blend of two rare earth metals of neodymium and praseodymium which is used to make powerful magnets for modern technologies.

the company has existing rare earths oxide deals with automakers such as hyundai (011760.ks)

, opens new tab and kia (000270.ks)

, opens new tab, and with renewable energy major siemens gamesa re.

reporting by nikita maria jino in bengaluru; editing by krishna chandra eluri

our standards: the thomson reuters trust principles.

, opens new tab

suggested topics:

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business

Tax selling or ISA 'readjustments'?

Pure profit taking imho and if there's anything other than that then that's fine as well (trigger stops to accumulate or not as the case maybe)

Considering it's only 11.30am.

The Iranian people would welcome Trump's possible bombing of the evil regime that controls Iran and its people.

45M in 50mins...phew

If you're new at these levels then ease your way into a position rather than 'going in' with everything you have.

H4

You need to open an account, it's simple. Then posts should date order auto. Well, they do for me anyway

I'm shocked by level of the paper losses investors appeared to have endured and then reported on this thread. Unbelievable. I do know one thing, suffering losses by chasing stocks does serve up a harsh lesson. It's an expensive lesson indeed. never chase stocks and never overexpose your capital to one stock.

good to see people clawing their way back to fiscal health

B21

Top stuff, again.

''Gold above $3,070 and counting.

This isn’t just a price spike — it’s a macro signal.

• Central banks are hoarding

• BRICS are diversifying

• Retail hasn’t entered yet

The “everything hedge” is now being treated like the “only hedge.”

Next phase: silver follows.''

'Gold blasting off: price spikes to a new all time high above $3,070, up 18% YTD, and there is just no stopping the relentless daily demand for physical gold and silver'

https://x.com/zerohedge/status/1905437492024607020

TT

What's the cost of that hedging program?

Any idea?

ta

Yes, suddenly spiked for some reason

Pantheon Resources plc ("Pantheon" or "the Company"), the AIM-quoted oil and gas exploration company with 100% working interests in the Ahpun and Kodiak projects spanning 258,000 acres adjacent to transportation and pipeline infrastructure on the Alaska North Slope, announces the following on market director purchases:

1. Jeremy Brest, non-executive director, has purchased 1,084,929 shares on market at an average price of £0.6918 per share. Following the purchase his ultimate beneficial ownership increases to 3,849,679 shares, representing 0.33% of the Company's total voting rights.

2. Linda Havard, non-executive director, has purchased 21,000 shares on market at an average price of £0.704 per share. Following the purchase her ultimate beneficial ownership increases to 118,559 shares, representing 0.01% of the Company's total voting rights.

Nm

Could it be Lombard selling?

Well, that's not as catastrophic as the price decline would suggest. BE cash this year, costs cut and plenty of cash but who and why the constant selling of stock?