Member Info for Surin

US Dollar is confetti...Got to be gold.

Ethiopia is heading towards war...

After the issues in the mid east expect the drive to renewables, and associated storage systems to accelerate. The demand for lithium, i expect to accelerate at a much faster pace than before the recent war.

I think the US deficit is increasing, and US has greater difficulty borrowing. I reckon we well see gold rising beyond the hight of this year.

What a scam...shameless.

BG seems very happy that OMI will make a bundle from Pepas alone. Seems plenty of people willing to fund. I have never seen BG so relaxed.

Zim standing up to USA also. Lets see how the curtailment of supply impacts price...we will get an idea of the price elasticity of supply, hence the degree of surplus capacity in the sector. All good imo

EEE raised at 40p...were these shares forward sold? Crazy EEE cannot hold near or above that price. What is the track record of the directors and this company...eg have there been name changes? Directorate change etc

I thought omi intention was to truck ore to nearby plants. A 6 km road, then contractors was a simple solution...nevertheless, no costings were provided. All fine by me, i await news, and calm in markets to see where pog trading range settles.

As far as i can see if omi want exploration, and development to producer at pepas...they need money, or a partner. Todays announcement does not seem to be an easy invite profitable engagement.

Given the way the markets are going, and economic activity driven, the longer completion takes, the more valuable WG becomes...

From Wood group site on Saudi developments in mining and minerals

https://www.woodplc.com/news/saudi-arabia-vision-2030-mining-wood-delivery

Increasing coal prices wont be helping Banglas woes

https://tradingeconomics.com/commodity/coal

Https://www.forbes.com/sites/nathanlewis/2025/12/12/the-brics-new-unit-currency-is-a-good-step-forward/

Something major happening for pog to continue rising. Is it time to exit other commodities?

Trade if you can, and squash the spread.. seems not, yet again, possible. So what is going on?

Yesterday was odd, but i wonder if a new trading range is being established. Having said that the price of lithium, steady state output, extending lithium resource, developing/acquiring other assets have potential to shift trading range more rapidly than in past.

Does the `Go for Gold' indicate the fall of the dollar, ergo fall of USA? Interesting...any investor care to to comment/elaborate?

Trump always has had a allure for gold...

US dollar has the most propensity to collapse since it was constructed as hegemon currency. Be careful what yout hold medium term...short term...well that's trumobvious