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St George Mining (ASX: SGQ): Progress Accelerated at World-Class Araxá Niobium Project St George Mining has delivered a comprehensive update on its flagship Araxá Project in Brazil, highlighting rapid progress in development and exploration. The company continues to advance this world-class Niobium and Rare Earth asset, located in a...

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St George Mining Ltd

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St George Mining (ASX: SGQ) | Exceptional Drilling Results & Government Tax Support at the World-Class Araxá Niobium & Rare Earths Project St George Mining Limited (ASX: SGQ) presents the latest developments from its world-class Araxá Niobium and Rare Earths Project in Brazil - one of the most significant critical minerals assets in the Western world. In this video: ⤷ Exceptional drilling results at the Araxá Project ⤷ Minas Gerais Government backs Araxá with a preferential tax regime signed by Governor Romeu Zema, supported by SEDE and Invest Minas ⤷ State goods tax exemption granted with up to 18% tax relief on equipment, significantly reducing development costs ⤷ Globally significant resource: 41.2 Mt @ 0.68% Nb₂O₅ and 40.6 Mt @ 4.13% TREO ⤷ Largest and highest-grade carbonatite-hosted REE resource in South America and second-highest grade in the Western world 📊 Market Snapshot Share Price: $0.100 Market Cap: $380.93M As global demand for rare earths accelerates, SGQ positions itself at the centre of a rapidly evolving market. This milestone signals progress, execution, and growing momentum. ▶️ Watch the full video to understand how drilling success, government incentives, and global rare earth demand are converging to shape SGQ’s next phase of development. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #AraxáProject #BrazilMining #EnergyTransition #MagnetMetals #ASXStocks #MiningNews #ResourceDevelopment #StrategicMetals #WesternSupplyChain #MiningInvestors #GovernmentSupport #TaxIncentives #REE #ASXUpdates #InvestorUpdate
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St George Mining (ASX: SGQ) | Exceptional Drilling Results & Government Tax Support at the World-Class Araxá Niobium & Rare Earths Project St George Mining Limited (ASX: SGQ) presents the latest developments from its world-class Araxá Niobium and Rare Earths Project in Brazil - one of the most significant critical minerals assets in the Western world. In this video: ⤷ Exceptional drilling results at the Araxá Project ⤷ Minas Gerais Government backs Araxá with a preferential tax regime signed by Governor Romeu Zema, supported by SEDE and Invest Minas ⤷ State goods tax exemption granted with up to 18% tax relief on equipment, significantly reducing development costs ⤷ Globally significant resource: 41.2 Mt @ 0.68% Nb₂O₅ and 40.6 Mt @ 4.13% TREO ⤷ Largest and highest-grade carbonatite-hosted REE resource in South America and second-highest grade in the Western world 📊 Market Snapshot Share Price: $0.100 Market Cap: $380.93M As global demand for rare earths accelerates, SGQ positions itself at the centre of a rapidly evolving market. This milestone signals progress, execution, and growing momentum. ▶️ Watch the full video to understand how drilling success, government incentives, and global rare earth demand are converging to shape SGQ’s next phase of development. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #AraxáProject #BrazilMining #EnergyTransition #MagnetMetals #ASXStocks #MiningNews #ResourceDevelopment #StrategicMetals #WesternSupplyChain #MiningInvestors #GovernmentSupport #TaxIncentives #REE #ASXUpdates #InvestorUpdate

St George Mining Ltd

34,535 Aufrufe • vor 5 Monaten

St George Mining (ASX: SGQ) | Araxá Drilling & Government Tax Support Update Watch the video for the latest update on St George Mining’s Araxá Rare Earths and Niobium Project in Brazil. This video explains how strong drilling results and new tax incentives from the Minas Gerais Government could accelerate development at one of the Western world’s most significant critical minerals projects. Key points covered: * High-grade drilling results at the Araxá Project * Up to 18% goods tax exemption granted by the Minas Gerais Government * Globally significant resource of 41.2Mt @ 0.68% Nb₂O₅ and 40.6Mt @ 4.13% TREO * Why Araxá is gaining attention in the rare earths supply chain ⚠️ This video is not financial advice. Please do your own research before making any investment decisions. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #ASXStocks #MiningNews #EnergyTransition #BrazilMining #ResourceStocks
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St George Mining (ASX: SGQ) | Araxá Drilling & Government Tax Support Update Watch the video for the latest update on St George Mining’s Araxá Rare Earths and Niobium Project in Brazil. This video explains how strong drilling results and new tax incentives from the Minas Gerais Government could accelerate development at one of the Western world’s most significant critical minerals projects. Key points covered: * High-grade drilling results at the Araxá Project * Up to 18% goods tax exemption granted by the Minas Gerais Government * Globally significant resource of 41.2Mt @ 0.68% Nb₂O₅ and 40.6Mt @ 4.13% TREO * Why Araxá is gaining attention in the rare earths supply chain ⚠️ This video is not financial advice. Please do your own research before making any investment decisions. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #ASXStocks #MiningNews #EnergyTransition #BrazilMining #ResourceStocks

St George Mining Ltd

36,798 Aufrufe • vor 5 Monaten

🎯 How St George Mining Is Tapping Brazil’s Rare Earths Boom – Interview with John Prineas 🇦🇺⚒ St George Mining (ASX: SGQ) has achieved a major milestone — the first rare earths shipment from its flagship Araxá Project in Brazil 🇧🇷 to MagBras! 🚨 Why is everyone talking about it? In this Colitco News Network interview, Executive Chairman John Prineas shares: ✅ What this breakthrough means for SGQ’s growth ✅ Why Araxá stands out in the global rare earths race ✅ How Brazil’s policy and U.S. interest may accelerate SGQ’s role ✅ Key drilling updates and investor milestones ahead Mr. John Prineas 👉 Watch now: 💹 Stock price: A$0.038 🚀 This is a pivotal moment in SGQ’s journey to becoming a key player in the global critical minerals supply chain. #SGQ #ASX #RareEarths #CriticalMinerals #AraxáProject #StGeorgeMining #BrazilMining #MagBras #CleanEnergy #FutureTech #MiningNews #InvestorUpdate #BatteryMetals #SustainableMining #GreenTransition #MiningInnovation #ResourcesSector #JohnPrineas #GlobalMarkets #MiningLeadership
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🎯 How St George Mining Is Tapping Brazil’s Rare Earths Boom – Interview with John Prineas 🇦🇺⚒ St George Mining (ASX: SGQ) has achieved a major milestone — the first rare earths shipment from its flagship Araxá Project in Brazil 🇧🇷 to MagBras! 🚨 Why is everyone talking about it? In this Colitco News Network interview, Executive Chairman John Prineas shares: ✅ What this breakthrough means for SGQ’s growth ✅ Why Araxá stands out in the global rare earths race ✅ How Brazil’s policy and U.S. interest may accelerate SGQ’s role ✅ Key drilling updates and investor milestones ahead Mr. John Prineas 👉 Watch now: 💹 Stock price: A$0.038 🚀 This is a pivotal moment in SGQ’s journey to becoming a key player in the global critical minerals supply chain. #SGQ #ASX #RareEarths #CriticalMinerals #AraxáProject #StGeorgeMining #BrazilMining #MagBras #CleanEnergy #FutureTech #MiningNews #InvestorUpdate #BatteryMetals #SustainableMining #GreenTransition #MiningInnovation #ResourcesSector #JohnPrineas #GlobalMarkets #MiningLeadership

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India’s Next Big Oil Discovery Andaman Basin Sparks Global Interest India may be on the verge of a massive energy breakthrough in the Andaman and Nicobar Islands. In this in-depth report, we explore how the Andaman Sea is fast becoming a frontier of hope for India’s $3.7 trillion economy, with the potential to unlock reserves comparable to those that transformed Guyana. Positioned at the tectonic intersection of major plates and surrounded by proven reserves in Myanmar and Indonesia, the Andaman Basin could reshape India’s path to energy independence. With aggressive drilling led by ONGC and Oil India Limited, one well has already revealed signs of an active petroleum system. But challenges remain, from high costs and deep-sea drilling risks to environmental clearances and global scrutiny. We also look at the wider implications: the booming offshore mining industry, the $9.3 billion Great Nicobar Holistic Development Project, and the environmental concerns that come with rapid industrial expansion in a biodiversity-rich zone. Credit : DD India.
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India’s Next Big Oil Discovery Andaman Basin Sparks Global Interest India may be on the verge of a massive energy breakthrough in the Andaman and Nicobar Islands. In this in-depth report, we explore how the Andaman Sea is fast becoming a frontier of hope for India’s $3.7 trillion economy, with the potential to unlock reserves comparable to those that transformed Guyana. Positioned at the tectonic intersection of major plates and surrounded by proven reserves in Myanmar and Indonesia, the Andaman Basin could reshape India’s path to energy independence. With aggressive drilling led by ONGC and Oil India Limited, one well has already revealed signs of an active petroleum system. But challenges remain, from high costs and deep-sea drilling risks to environmental clearances and global scrutiny. We also look at the wider implications: the booming offshore mining industry, the $9.3 billion Great Nicobar Holistic Development Project, and the environmental concerns that come with rapid industrial expansion in a biodiversity-rich zone. Credit : DD India.

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⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:

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462,982 Aufrufe • vor 8 Monaten

GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks
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GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks

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16,808 Aufrufe • vor 6 Monaten

GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD “World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.” Join me for a timely conversation with the former CEO and current Chair of Agnico Eagle Mines, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived. Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times. In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete. Thank you for joining me again, Sean. I hope you all enjoy. TIMESTAMPS: (0:56) – Gold as a signal of structural change: what is the market finally pricing in? (3:01) – Physical vs paper: is participation changing how gold is priced? (5:01) – East vs West gold accumulation and a shifting monetary order (6:47) – Gold as a sovereign asset: planning for a structural bull market (9:57) – Beyond gold: which critical minerals can Canada lead in? (12:58) – How real is the looming copper supply deficit? (15:03) – Stockpiling, export controls, and the rise of resource nationalism (16:56) – Is Canada doing enough to turn geology into supply? (20:23) – Why a jurisdiction-first strategy built a world-class miner (24:03) – Consolidation in Canadian mining (26:25) – Optionality becomes strategic in a supply-constrained world (28:43) – Agnico’s long-term vision for Nunavut (32:28) – Mining, macro, and Arctic sovereignty (36:17) – Sovereign debt, inflation, and gold’s long-term signal (39:50) – Central banks, QE, and the flight to real assets (43:29) – Interest rate volatility and the new reality of mine financing (50:31) – What macro indicator matters most right now? (52:41) – If Canada fixed one thing to accelerate mining, what would it be? (55:42) – Permitting: protecting communities while enabling projects (59:50) – The global race for critical minerals and Canada’s window (1:03:32) – Does Canada need a national mining strategy? (1:06:59) – A million dollars in gold: The Canada-wide treasure hunt (1:10:32) – Leadership lessons for the next generation of miners
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GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD “World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.” Join me for a timely conversation with the former CEO and current Chair of Agnico Eagle Mines, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived. Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times. In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete. Thank you for joining me again, Sean. I hope you all enjoy. TIMESTAMPS: (0:56) – Gold as a signal of structural change: what is the market finally pricing in? (3:01) – Physical vs paper: is participation changing how gold is priced? (5:01) – East vs West gold accumulation and a shifting monetary order (6:47) – Gold as a sovereign asset: planning for a structural bull market (9:57) – Beyond gold: which critical minerals can Canada lead in? (12:58) – How real is the looming copper supply deficit? (15:03) – Stockpiling, export controls, and the rise of resource nationalism (16:56) – Is Canada doing enough to turn geology into supply? (20:23) – Why a jurisdiction-first strategy built a world-class miner (24:03) – Consolidation in Canadian mining (26:25) – Optionality becomes strategic in a supply-constrained world (28:43) – Agnico’s long-term vision for Nunavut (32:28) – Mining, macro, and Arctic sovereignty (36:17) – Sovereign debt, inflation, and gold’s long-term signal (39:50) – Central banks, QE, and the flight to real assets (43:29) – Interest rate volatility and the new reality of mine financing (50:31) – What macro indicator matters most right now? (52:41) – If Canada fixed one thing to accelerate mining, what would it be? (55:42) – Permitting: protecting communities while enabling projects (59:50) – The global race for critical minerals and Canada’s window (1:03:32) – Does Canada need a national mining strategy? (1:06:59) – A million dollars in gold: The Canada-wide treasure hunt (1:10:32) – Leadership lessons for the next generation of miners

Gold Telegraph ⚡

828,164 Aufrufe • vor 7 Monaten

Sam Riggall, CEO of Sunrise Energy Metals appeared on Bloomberg TV Monday, June 15, to discuss our Syerston Scandium Project and G7 countries’ plans to reduce their dependence on China for critical metals…One could benefit by listening carefully to his conversation… Sunrise’s Syerston Scandium Project is the largest and highest-grade deposit of scandium in the world. As G7 countries seek to reduce Chinese supply for rare earths like scandium to a maximum of 60%, Sunrise will serve as an alternative, given that China currently produces approximately 85% of global supply. Sunrise’s deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global scandium demand for many decades to come. Scandium’s absolutely critical applications are numerous and significant: both in defense (where it is primarily used as a lightweight yet incredibly strong alloy in military and space applications) and for thousands of civilian applications (such as Radio Frequency filtering chips to enable 5G and 6G wireless, and Solid Oxide Fuel Cells to produce energy efficiently). Scandium is also integral to the future of AI…Sunrise is a cornerstone investor in Agni Semi, the company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminum scandium nitride (AlScN). Agni will produce the most energy-efficient non-volatile memory chips on the market, facilitating the massive rollout of AI that is only set to consume more energy and memory as models continue to snowball…Agni’s chips can operate up to 600ºC, which have the potential to benefit the geothermal drilling technology we are developing at I-Pulse Group. In scandium’s critical applications, there is no known substitute metal that can deliver the same level of efficiency. Founding and serving as Chairman of our companies is a passion. Like I-Pulse, Sunrise Energy Metals is not only a mining company; Sunrise will also become a leading technology powerhouse in all things scandium as we make strategic investments in the downstream scandium value chain. The importance of this rare earth metal that you may have just heard of cannot be overstated. Now is the right time to learn more about Sunrise Energy Metals…
6:02

Sam Riggall, CEO of Sunrise Energy Metals appeared on Bloomberg TV Monday, June 15, to discuss our Syerston Scandium Project and G7 countries’ plans to reduce their dependence on China for critical metals…One could benefit by listening carefully to his conversation… Sunrise’s Syerston Scandium Project is the largest and highest-grade deposit of scandium in the world. As G7 countries seek to reduce Chinese supply for rare earths like scandium to a maximum of 60%, Sunrise will serve as an alternative, given that China currently produces approximately 85% of global supply. Sunrise’s deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global scandium demand for many decades to come. Scandium’s absolutely critical applications are numerous and significant: both in defense (where it is primarily used as a lightweight yet incredibly strong alloy in military and space applications) and for thousands of civilian applications (such as Radio Frequency filtering chips to enable 5G and 6G wireless, and Solid Oxide Fuel Cells to produce energy efficiently). Scandium is also integral to the future of AI…Sunrise is a cornerstone investor in Agni Semi, the company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminum scandium nitride (AlScN). Agni will produce the most energy-efficient non-volatile memory chips on the market, facilitating the massive rollout of AI that is only set to consume more energy and memory as models continue to snowball…Agni’s chips can operate up to 600ºC, which have the potential to benefit the geothermal drilling technology we are developing at I-Pulse Group. In scandium’s critical applications, there is no known substitute metal that can deliver the same level of efficiency. Founding and serving as Chairman of our companies is a passion. Like I-Pulse, Sunrise Energy Metals is not only a mining company; Sunrise will also become a leading technology powerhouse in all things scandium as we make strategic investments in the downstream scandium value chain. The importance of this rare earth metal that you may have just heard of cannot be overstated. Now is the right time to learn more about Sunrise Energy Metals…

Robert Friedland

66,831 Aufrufe • vor 1 Monat

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.
9:47

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.

SmallCapSteve

52,868 Aufrufe • vor 1 Jahr

$TUD.v - Maybe the cheapest tier-1 project on the market. Summary of the TUDOR GOLD Interview • Project focus: Treaty Creek project in BC’s Golden Triangle (CANADA), a large gold-copper exploration and development asset. One of the top 10 biggest #GOLD discoveries worldwide the last 30 years. 2024 MRE: Indicated gold: 21.66 million ounces Inferred gold: 4.88 million ounces (AuEq ounces: 27.87 Moz Indicated + 6.03 Moz Inferred) • Production ambition: Targeting a potential future production profile of ~250,000 to 300,000 oz gold per year from a large-scale underground operation, subject to economics and permitting • Resource update plans: Updated Mineral Resource Estimate planned for January 2026, with a focus on defining higher-grade zones better suited for underground mining, targeting 5M+ oz at 2+ g/t • PEA timeline: Preliminary Economic Assessment expected in Q3 2026, outlining economics, costs, and a ~10,000 tpd underground mine concept • Underground access strategy: Permitting an underground decline to allow year-round drilling, materially lower drilling costs vs surface drilling, and improve drill density and data quality • Exploration upside: Ongoing exploration beyond Goldstorm, including targets along the Sulphurets Thrust Fault, with potential for an additional 5 to 10M oz #GOLD 😳 • Capital position: Approximately $26M raised to fund the resource update, PEA work, permitting, and continued exploration throughout 2026! • Peer comparison: Management highlights favorable grade continuity and geological style compared to some nearby Golden Triangle deposits, while noting more drilling is needed to fully confirm continuity • Infrastructure advantage: Existing road and power access in the Golden Triangle seen as a meaningful positive for future development economics ————————————— 2026 may be the re-rate year with all these triggers 😍 Damn I need to add more shares even though the stock has been lagging 2025, I believe the re-rate is imminent and I love the story. They have drilled a lot of new high grade zones since the last MRE and are continuing to do so, they are even focusing on the high grade zones to add meaningful ounces and grades, all to increase the value of the company in rapid speed. This new CEO / Team is the best thing that could have happen to Tudor. Joe Ovsenek is the CEO for both Tudor and P2 Gold right now. This team means business, ( $PGLD.v ran 10x 2025..) Joe was the CEO of Pretium Resources and led Newmonts Brucejack mine from a development-stage project into a producing mine. Brucejack is also in the Golden Triangle;) Key achievements: • Took Brucejack through feasibility, permitting, financing, and construction • Brought the mine into commercial production in 2017 • Helped build Brucejack into one of Canada’s highest-grade underground gold mines After that, Brucejack was later acquired along with Pretium (Newcrest in 2022, then Newmont after buying Newcrest). Note: Brucejack is currently ranked among the top 5 largest #gold mines in Canada, a monster mine with ~8 g/t Au average grade for the mined ore. This is a team that creates value and moves forward. I am expecting a perfect storm year with rising #Gold, value creating newsflow and re-rate priceaction. Bonus: #Tudor holds significant #silver and #copper in addition to its gold resource. Historically treated as by-product credits, at today’s silver and copper prices (especially silver) those contained metals now represent substantial additional in-ground metal value that enhances the overall project economics Indicated: 128.7 Moz silver, 2.87 Blb copper Inferred: 29.0 Moz silver, 0.503 Blb copper Total: 157.7 Moz silver, 3.37 Blb copper Final comments: Tudors mcap right now is a joke. The stock have performed poorly and was a huge disappointment 2025, I can’t see that happen 2026 with current leadership, triggers ahead, further rising metal prices and as they ramp up marketing along the way
1:27

$TUD.v - Maybe the cheapest tier-1 project on the market. Summary of the TUDOR GOLD Interview • Project focus: Treaty Creek project in BC’s Golden Triangle (CANADA), a large gold-copper exploration and development asset. One of the top 10 biggest #GOLD discoveries worldwide the last 30 years. 2024 MRE: Indicated gold: 21.66 million ounces Inferred gold: 4.88 million ounces (AuEq ounces: 27.87 Moz Indicated + 6.03 Moz Inferred) • Production ambition: Targeting a potential future production profile of ~250,000 to 300,000 oz gold per year from a large-scale underground operation, subject to economics and permitting • Resource update plans: Updated Mineral Resource Estimate planned for January 2026, with a focus on defining higher-grade zones better suited for underground mining, targeting 5M+ oz at 2+ g/t • PEA timeline: Preliminary Economic Assessment expected in Q3 2026, outlining economics, costs, and a ~10,000 tpd underground mine concept • Underground access strategy: Permitting an underground decline to allow year-round drilling, materially lower drilling costs vs surface drilling, and improve drill density and data quality • Exploration upside: Ongoing exploration beyond Goldstorm, including targets along the Sulphurets Thrust Fault, with potential for an additional 5 to 10M oz #GOLD 😳 • Capital position: Approximately $26M raised to fund the resource update, PEA work, permitting, and continued exploration throughout 2026! • Peer comparison: Management highlights favorable grade continuity and geological style compared to some nearby Golden Triangle deposits, while noting more drilling is needed to fully confirm continuity • Infrastructure advantage: Existing road and power access in the Golden Triangle seen as a meaningful positive for future development economics ————————————— 2026 may be the re-rate year with all these triggers 😍 Damn I need to add more shares even though the stock has been lagging 2025, I believe the re-rate is imminent and I love the story. They have drilled a lot of new high grade zones since the last MRE and are continuing to do so, they are even focusing on the high grade zones to add meaningful ounces and grades, all to increase the value of the company in rapid speed. This new CEO / Team is the best thing that could have happen to Tudor. Joe Ovsenek is the CEO for both Tudor and P2 Gold right now. This team means business, ( $PGLD.v ran 10x 2025..) Joe was the CEO of Pretium Resources and led Newmonts Brucejack mine from a development-stage project into a producing mine. Brucejack is also in the Golden Triangle;) Key achievements: • Took Brucejack through feasibility, permitting, financing, and construction • Brought the mine into commercial production in 2017 • Helped build Brucejack into one of Canada’s highest-grade underground gold mines After that, Brucejack was later acquired along with Pretium (Newcrest in 2022, then Newmont after buying Newcrest). Note: Brucejack is currently ranked among the top 5 largest #gold mines in Canada, a monster mine with ~8 g/t Au average grade for the mined ore. This is a team that creates value and moves forward. I am expecting a perfect storm year with rising #Gold, value creating newsflow and re-rate priceaction. Bonus: #Tudor holds significant #silver and #copper in addition to its gold resource. Historically treated as by-product credits, at today’s silver and copper prices (especially silver) those contained metals now represent substantial additional in-ground metal value that enhances the overall project economics Indicated: 128.7 Moz silver, 2.87 Blb copper Inferred: 29.0 Moz silver, 0.503 Blb copper Total: 157.7 Moz silver, 3.37 Blb copper Final comments: Tudors mcap right now is a joke. The stock have performed poorly and was a huge disappointment 2025, I can’t see that happen 2026 with current leadership, triggers ahead, further rising metal prices and as they ramp up marketing along the way

TheApeOfGoldStreet

25,247 Aufrufe • vor 6 Monaten

This legendary figure just joined NovaRed Mining, NRED! President George W. Bush once singled him out by name at the White House. That man is Ed Kostenski — founder of Nationwide Equipment, a businessman Bush described as starting his company at his kitchen table before building it into a global equipment-export success story. Bush highlighted how Kostenski was moving refurbished Caterpillar, John Deere, and Case equipment overseas, adding employees, investing back into his business, and competing globally. (George W. Bush White House Archives) Now Ed Kostenski has joined NovaRed Mining Inc. — CSE: NRED / OTCQB: NREDF — as an advisor. This is not a normal advisory appointment. Kostenski brings 40+ years across mining equipment, project finance, infrastructure development, logistics, energy, emerging markets, and industrial growth. NovaRed’s own announcement says he founded Nationwide Equipment in 1983 and built a global platform serving mining operators, governments, infrastructure developers, financial institutions, and industrial groups across Africa, Latin America, the Middle East, and Asia. (TMX Newsfile) He also served on the U.S. Export-Import Bank’s Sub-Saharan Africa Advisory Committee. EXIM is the official export credit agency of the United States, and the 2005 EXIM release named Edward Kostenski as president, CEO, and founder of Nationwide Equipment among the committee members. EXIM also stated it helped finance $17.8 billion in U.S. exports in fiscal 2004. (EXIM) Forbes reported that Kostenski’s group raised over $1 billion in private funding toward construction projects and equipment. (Forbes) And that was not just talk. Nationwide Finance says it helped raise $98.938 million for Phase 1 of the Rivers State Monorail project in Port Harcourt, Nigeria — a 14 km project designed to transport over 10 million people annually, with total mapped project costs estimated above $700 million. (Nationwide Finance) His company was also tied to major export recognition. Nationwide materials describe the company as “America’s Leading Mining, Construction and Marine Equipment Exporter,” and list awards including the President’s “E” Award, President’s “E Star” Award, U.S. Department of Commerce Export Achievement Award, Florida Governor’s Export Awards, and International Trader of the Year. Nationwide Equipment Company was also listed publicly as a recipient of the President’s “E Star” Award. (Arizona Commerce) Now look at where he is landing. NovaRed controls an optioned Wilmac copper-gold project in British Columbia’s Quesnel porphyry belt. The company states Wilmac covers 16,078 hectares, or about 39,712 acres, located roughly 10 km west of Hudbay’s producing Copper Mountain Mine. NovaRed also reports surface trenching averages of 0.64% copper, with highs of 1.67% Cu. (NovaRed Mining) The land package has been growing. NovaRed announced an option to acquire a 70% interest in the Trojan-Condor Corridor, adding five mineral tenures totaling about 4,573.82 hectares. (TMX Newsfile) The company also completed registration of the 2,062.64-hectare Plume tenure, with a planned 2026 IP/AMT geophysical survey totaling about 29.53 line-km over roughly 539 hectares. (Stock Titan) This is why the Kostenski appointment matters. NovaRed is not only building a copper-gold exploration story. It is assembling an advisory network around critical minerals, national security, finance, ESG, infrastructure, and technology. The advisory board already includes Commander Phil Ehr, U.S. Navy Ret., a 26-year Navy veteran and national security strategist who has emphasized the strategic importance of copper and critical minerals. It includes Gregory Fedun, who brings more than 30 years advising public and private companies, with experience in natural resources, capital markets, strategic initiatives, global project development, and a reported $70 million business combination involving Anadarko Petroleum. (NovaRed Mining) It includes Jacob Amsterdam, appointed to advise on ESG, responsible critical-minerals strategy, governance, human-rights considerations, anti-corruption risk management, and stakeholder engagement. (TMX Newsfile) And now it includes Ed Kostenski — the operator who understands the real industrial chain: capital → equipment → logistics → export finance → infrastructure → mining execution That is the difference. A copper project does not advance on geology alone. It needs money, machines, relationships, permitting discipline, contractors, transportation, power, infrastructure, government awareness, and execution. Ed Kostenski has lived in that world for decades. Copper is becoming one of the strategic metals of the AI era — powering data centers, electric grids, EVs, robotics, defense systems, and electrification. NovaRed is early-stage, and exploration always carries risk. But this appointment is a signal. NRED is not just adding a name. It is adding a man who built from a kitchen table to the White House, from heavy equipment to billion-dollar project finance, from U.S. export policy to global infrastructure. This man is not just an advisor. This man is a legend. DYOR !
1:38

This legendary figure just joined NovaRed Mining, NRED! President George W. Bush once singled him out by name at the White House. That man is Ed Kostenski — founder of Nationwide Equipment, a businessman Bush described as starting his company at his kitchen table before building it into a global equipment-export success story. Bush highlighted how Kostenski was moving refurbished Caterpillar, John Deere, and Case equipment overseas, adding employees, investing back into his business, and competing globally. (George W. Bush White House Archives) Now Ed Kostenski has joined NovaRed Mining Inc. — CSE: NRED / OTCQB: NREDF — as an advisor. This is not a normal advisory appointment. Kostenski brings 40+ years across mining equipment, project finance, infrastructure development, logistics, energy, emerging markets, and industrial growth. NovaRed’s own announcement says he founded Nationwide Equipment in 1983 and built a global platform serving mining operators, governments, infrastructure developers, financial institutions, and industrial groups across Africa, Latin America, the Middle East, and Asia. (TMX Newsfile) He also served on the U.S. Export-Import Bank’s Sub-Saharan Africa Advisory Committee. EXIM is the official export credit agency of the United States, and the 2005 EXIM release named Edward Kostenski as president, CEO, and founder of Nationwide Equipment among the committee members. EXIM also stated it helped finance $17.8 billion in U.S. exports in fiscal 2004. (EXIM) Forbes reported that Kostenski’s group raised over $1 billion in private funding toward construction projects and equipment. (Forbes) And that was not just talk. Nationwide Finance says it helped raise $98.938 million for Phase 1 of the Rivers State Monorail project in Port Harcourt, Nigeria — a 14 km project designed to transport over 10 million people annually, with total mapped project costs estimated above $700 million. (Nationwide Finance) His company was also tied to major export recognition. Nationwide materials describe the company as “America’s Leading Mining, Construction and Marine Equipment Exporter,” and list awards including the President’s “E” Award, President’s “E Star” Award, U.S. Department of Commerce Export Achievement Award, Florida Governor’s Export Awards, and International Trader of the Year. Nationwide Equipment Company was also listed publicly as a recipient of the President’s “E Star” Award. (Arizona Commerce) Now look at where he is landing. NovaRed controls an optioned Wilmac copper-gold project in British Columbia’s Quesnel porphyry belt. The company states Wilmac covers 16,078 hectares, or about 39,712 acres, located roughly 10 km west of Hudbay’s producing Copper Mountain Mine. NovaRed also reports surface trenching averages of 0.64% copper, with highs of 1.67% Cu. (NovaRed Mining) The land package has been growing. NovaRed announced an option to acquire a 70% interest in the Trojan-Condor Corridor, adding five mineral tenures totaling about 4,573.82 hectares. (TMX Newsfile) The company also completed registration of the 2,062.64-hectare Plume tenure, with a planned 2026 IP/AMT geophysical survey totaling about 29.53 line-km over roughly 539 hectares. (Stock Titan) This is why the Kostenski appointment matters. NovaRed is not only building a copper-gold exploration story. It is assembling an advisory network around critical minerals, national security, finance, ESG, infrastructure, and technology. The advisory board already includes Commander Phil Ehr, U.S. Navy Ret., a 26-year Navy veteran and national security strategist who has emphasized the strategic importance of copper and critical minerals. It includes Gregory Fedun, who brings more than 30 years advising public and private companies, with experience in natural resources, capital markets, strategic initiatives, global project development, and a reported $70 million business combination involving Anadarko Petroleum. (NovaRed Mining) It includes Jacob Amsterdam, appointed to advise on ESG, responsible critical-minerals strategy, governance, human-rights considerations, anti-corruption risk management, and stakeholder engagement. (TMX Newsfile) And now it includes Ed Kostenski — the operator who understands the real industrial chain: capital → equipment → logistics → export finance → infrastructure → mining execution That is the difference. A copper project does not advance on geology alone. It needs money, machines, relationships, permitting discipline, contractors, transportation, power, infrastructure, government awareness, and execution. Ed Kostenski has lived in that world for decades. Copper is becoming one of the strategic metals of the AI era — powering data centers, electric grids, EVs, robotics, defense systems, and electrification. NovaRed is early-stage, and exploration always carries risk. But this appointment is a signal. NRED is not just adding a name. It is adding a man who built from a kitchen table to the White House, from heavy equipment to billion-dollar project finance, from U.S. export policy to global infrastructure. This man is not just an advisor. This man is a legend. DYOR !

Victor Renard

13,060 Aufrufe • vor 2 Monaten

Putin’s latest offer to the U.S. on rare-earth minerals completely undermines one of the last remaining justifications Zelenskyy and his Western backers have clung to — the notion that Ukraine is somehow indispensable for global supply chains. The reality is, Ukraine is not the rare-earth powerhouse it pretends to be, and the global market has plenty of alternatives. Russia’s reserves dwarf anything Ukraine could offer, and other resource-rich nations, including Greenland, are more than ready to work with a serious Trump administration to secure stable, reliable supply lines. The Biden-Harris administration spent years falsely portraying Ukraine as a critical economic and strategic partner for the United States, when in reality, Ukraine’s importance was massively exaggerated to justify a blank-check policy for endless military aid. The simple fact is that Ukraine’s contribution to global rare-earth supply is minuscule — if it even exists at all — and the U.S. has no real economic dependency on Ukrainian minerals. What makes this even more significant is that Greenland, a territory with vast untapped rare-earth resources, has long signaled its desire to move closer to the U.S. and away from Chinese influence. Under Trump, serious discussions were already underway about expanding U.S. economic and strategic ties with Greenland, including partnerships on rare-earth mining and infrastructure development. Trump understands what Biden never could — strong leadership means creating options, not becoming dependent on unreliable partners. With Trump back in office, the U.S. has every opportunity to build diverse, secure supply chains for critical materials without tying itself to unstable or corrupt regimes. Ukraine’s leverage is collapsing, and Putin’s offer, whether it’s ultimately accepted or not, only highlights just how unnecessary Ukraine is to America’s future prosperity. The path forward is clear — end the war, stop the wasteful spending, and rebuild global partnerships that put American interests first. Ukraine was never the only option, and thanks to Trump’s leadership, it won’t be an option at all.
1:23

Putin’s latest offer to the U.S. on rare-earth minerals completely undermines one of the last remaining justifications Zelenskyy and his Western backers have clung to — the notion that Ukraine is somehow indispensable for global supply chains. The reality is, Ukraine is not the rare-earth powerhouse it pretends to be, and the global market has plenty of alternatives. Russia’s reserves dwarf anything Ukraine could offer, and other resource-rich nations, including Greenland, are more than ready to work with a serious Trump administration to secure stable, reliable supply lines. The Biden-Harris administration spent years falsely portraying Ukraine as a critical economic and strategic partner for the United States, when in reality, Ukraine’s importance was massively exaggerated to justify a blank-check policy for endless military aid. The simple fact is that Ukraine’s contribution to global rare-earth supply is minuscule — if it even exists at all — and the U.S. has no real economic dependency on Ukrainian minerals. What makes this even more significant is that Greenland, a territory with vast untapped rare-earth resources, has long signaled its desire to move closer to the U.S. and away from Chinese influence. Under Trump, serious discussions were already underway about expanding U.S. economic and strategic ties with Greenland, including partnerships on rare-earth mining and infrastructure development. Trump understands what Biden never could — strong leadership means creating options, not becoming dependent on unreliable partners. With Trump back in office, the U.S. has every opportunity to build diverse, secure supply chains for critical materials without tying itself to unstable or corrupt regimes. Ukraine’s leverage is collapsing, and Putin’s offer, whether it’s ultimately accepted or not, only highlights just how unnecessary Ukraine is to America’s future prosperity. The path forward is clear — end the war, stop the wasteful spending, and rebuild global partnerships that put American interests first. Ukraine was never the only option, and thanks to Trump’s leadership, it won’t be an option at all.

Torsten Prochnow

94,224 Aufrufe • vor 1 Jahr

China: The Vanguard of the 21st Century Untouchable & Not Defeatable! In the 21st century, China has emerged as a formidable global leader, redefining the contours of military, industrial, and financial power. This ascent is not merely a shift in geopolitics but a testament to China’s strategic vision, disciplined execution, and unwavering commitment to its people and sovereignty. With a blend of historical resilience and modern innovation, China stands as a beacon of progress, steering the world toward a multipolar future. Militarily, China has transformed into a powerhouse, prioritizing self-reliance and advanced technology. The People’s Liberation Army (PLA) is now one of the most sophisticated forces globally, equipped with cutting-edge weaponry, including hypersonic missiles, stealth fighters like the J-20, and a rapidly expanding naval fleet featuring aircraft carriers like the Fujian. China’s military doctrine emphasizes defense and regional stability, deterring external threats while safeguarding its territorial integrity. Investments in cyber warfare, artificial intelligence, and space technology further underscore its forward-thinking approach. By maintaining a no-first-use nuclear policy and advocating for peaceful resolutions, China positions itself as a responsible global actor, contrasting with the interventionist tendencies of other powers. Industrially, China has become the world’s manufacturing hub, driving global supply chains with unmatched efficiency. From high-speed rail networks to renewable energy technologies, China leads in infrastructure and innovation. Its Belt and Road Initiative has fostered connectivity across Asia, Africa, and Europe, creating economic corridors that uplift developing nations. Companies like Huawei and BYD exemplify China’s technological prowess, dominating 5G infrastructure and electric vehicle markets. The nation’s focus on green energy—leading the world in solar and wind power production—demonstrates its commitment to sustainable development. By prioritizing innovation, China has transitioned from being the “world’s factory” to a leader in high-tech industries, setting global standards in AI, robotics, and quantum computing. Financially, China’s influence is equally profound. The renminbi is steadily gaining traction as a global currency, with institutions like the Asian Infrastructure Investment Bank (AIIB) challenging Western-dominated financial systems. China’s digital economy, driven by platforms like Alipay and WeChat, has revolutionized global fintech, offering inclusive financial services to millions. The country’s foreign exchange reserves, among the largest in the world, provide economic stability and leverage in international trade. By promoting de-dollarization and fostering trade agreements like the Regional Comprehensive Economic Partnership (RCEP), China is reshaping global finance, prioritizing mutual benefit over hegemony. Its prudent economic policies have lifted hundreds of millions out of poverty, creating a robust middle class that fuels domestic consumption and global demand. China’s rise is not without challenges, but its ability to navigate complexities—be it geopolitical tensions or economic transitions—reflects its strategic depth. The nation’s emphasis on cultural heritage, education, and social cohesion fosters a unified society capable of sustaining long-term goals. Unlike powers that rely on coercion, China’s influence stems from partnership and shared prosperity, offering a model of development that resonates with the Global South. In the 21st century, China’s leadership in military, industrial, and financial spheres is a triumph of vision and resilience. It stands as a global force that champions sovereignty, innovation, and cooperation, shaping a world where power is balanced, and progress is inclusive. As the century unfolds, China’s trajectory promises to inspire and redefine global dynamics for generations to come.
1:24

China: The Vanguard of the 21st Century Untouchable & Not Defeatable! In the 21st century, China has emerged as a formidable global leader, redefining the contours of military, industrial, and financial power. This ascent is not merely a shift in geopolitics but a testament to China’s strategic vision, disciplined execution, and unwavering commitment to its people and sovereignty. With a blend of historical resilience and modern innovation, China stands as a beacon of progress, steering the world toward a multipolar future. Militarily, China has transformed into a powerhouse, prioritizing self-reliance and advanced technology. The People’s Liberation Army (PLA) is now one of the most sophisticated forces globally, equipped with cutting-edge weaponry, including hypersonic missiles, stealth fighters like the J-20, and a rapidly expanding naval fleet featuring aircraft carriers like the Fujian. China’s military doctrine emphasizes defense and regional stability, deterring external threats while safeguarding its territorial integrity. Investments in cyber warfare, artificial intelligence, and space technology further underscore its forward-thinking approach. By maintaining a no-first-use nuclear policy and advocating for peaceful resolutions, China positions itself as a responsible global actor, contrasting with the interventionist tendencies of other powers. Industrially, China has become the world’s manufacturing hub, driving global supply chains with unmatched efficiency. From high-speed rail networks to renewable energy technologies, China leads in infrastructure and innovation. Its Belt and Road Initiative has fostered connectivity across Asia, Africa, and Europe, creating economic corridors that uplift developing nations. Companies like Huawei and BYD exemplify China’s technological prowess, dominating 5G infrastructure and electric vehicle markets. The nation’s focus on green energy—leading the world in solar and wind power production—demonstrates its commitment to sustainable development. By prioritizing innovation, China has transitioned from being the “world’s factory” to a leader in high-tech industries, setting global standards in AI, robotics, and quantum computing. Financially, China’s influence is equally profound. The renminbi is steadily gaining traction as a global currency, with institutions like the Asian Infrastructure Investment Bank (AIIB) challenging Western-dominated financial systems. China’s digital economy, driven by platforms like Alipay and WeChat, has revolutionized global fintech, offering inclusive financial services to millions. The country’s foreign exchange reserves, among the largest in the world, provide economic stability and leverage in international trade. By promoting de-dollarization and fostering trade agreements like the Regional Comprehensive Economic Partnership (RCEP), China is reshaping global finance, prioritizing mutual benefit over hegemony. Its prudent economic policies have lifted hundreds of millions out of poverty, creating a robust middle class that fuels domestic consumption and global demand. China’s rise is not without challenges, but its ability to navigate complexities—be it geopolitical tensions or economic transitions—reflects its strategic depth. The nation’s emphasis on cultural heritage, education, and social cohesion fosters a unified society capable of sustaining long-term goals. Unlike powers that rely on coercion, China’s influence stems from partnership and shared prosperity, offering a model of development that resonates with the Global South. In the 21st century, China’s leadership in military, industrial, and financial spheres is a triumph of vision and resilience. It stands as a global force that champions sovereignty, innovation, and cooperation, shaping a world where power is balanced, and progress is inclusive. As the century unfolds, China’s trajectory promises to inspire and redefine global dynamics for generations to come.

𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺 🇮🇪

670,665 Aufrufe • vor 10 Monaten

Gm Crypto Twitter! I mostly invest in crypto, but I'm also building a stock portfolio, and I see an opportunity here I think is worth sharing. Do with it as you please! #NFA In the past, I called $COIN when Coinbase was at $35 (now trading at $200), $AHOLD at $26 (now at $32), and Rabobank Certificates at 91% of nominal value (now 114%). Here's my latest buy: Bayer AG I believe this is a sleeping giant. Here’s why: 🧬 Bayer’s Strong Foundation & Vision Bayer has a legacy that spans life sciences and healthcare, and this century-old company is undergoing a transformation. With its experience and innovation, Bayer is set to shape the next era of healthcare and agriculture. 🌍 Global Demand & Bayer’s Role With the world population rising, the need for sustainable food and healthcare solutions is critical. Bayer’s R&D in crop science and pharma is positioned to meet this demand. Leading in seeds, pesticides, and pharmaceuticals, Bayer has the potential to be a global force. 💊 Pharmaceuticals: A Pipeline Full of Potential Bayer is diving deep into transformative fields like cell and gene therapy, oncology, and cardiovascular health. Their pipeline of innovative drugs and focus on personalized medicine suggest a promising future in healthcare. 🌾 Sustainable Agriculture: Feeding the Future Bayer’s commitment to sustainable crop science supports farmers and food systems. From advanced biotech to digital tools like Climate FieldView™, Bayer is essential to the future of global agriculture. 💡 Biotech & Digital Innovation Bayer is fully embracing AI and biotech, integrating precision health and precision agriculture into its strategy. Digital tools and strategic partnerships position Bayer to lead in the digital era of health and agriculture. 📈 Financial Resilience & Growth Despite facing challenges, Bayer has shown resilience. With a strong foundation, new partnerships, and a focus on sustainable growth, Bayer is primed for long-term profitability and growth. 🌐 Commitment to Sustainability Bayer’s mission, "Health for All, Hunger for None," aligns with strong ESG goals. Their sustainability initiatives in health, agriculture, and the environment make Bayer an attractive pick for impact-driven investors. With a strong pipeline, sustainability focus, and biotech & digital investments, Bayer is in a prime position for growth. If you’re interested in the future of healthcare and agriculture, Bayer is worth watching. Valuation Insights: Bayer currently trades at $27, with a market cap of $27B – far from its all-time high of $153 (and $153B market cap) before the Monsanto acquisition. Now, you can get ownership for a fraction of its former valuation. Ongoing lawsuits are putting pressure on the stock price, but once resolved, I believe Bayer will surge back toward previous highs.
1:48

Gm Crypto Twitter! I mostly invest in crypto, but I'm also building a stock portfolio, and I see an opportunity here I think is worth sharing. Do with it as you please! #NFA In the past, I called $COIN when Coinbase was at $35 (now trading at $200), $AHOLD at $26 (now at $32), and Rabobank Certificates at 91% of nominal value (now 114%). Here's my latest buy: Bayer AG I believe this is a sleeping giant. Here’s why: 🧬 Bayer’s Strong Foundation & Vision Bayer has a legacy that spans life sciences and healthcare, and this century-old company is undergoing a transformation. With its experience and innovation, Bayer is set to shape the next era of healthcare and agriculture. 🌍 Global Demand & Bayer’s Role With the world population rising, the need for sustainable food and healthcare solutions is critical. Bayer’s R&D in crop science and pharma is positioned to meet this demand. Leading in seeds, pesticides, and pharmaceuticals, Bayer has the potential to be a global force. 💊 Pharmaceuticals: A Pipeline Full of Potential Bayer is diving deep into transformative fields like cell and gene therapy, oncology, and cardiovascular health. Their pipeline of innovative drugs and focus on personalized medicine suggest a promising future in healthcare. 🌾 Sustainable Agriculture: Feeding the Future Bayer’s commitment to sustainable crop science supports farmers and food systems. From advanced biotech to digital tools like Climate FieldView™, Bayer is essential to the future of global agriculture. 💡 Biotech & Digital Innovation Bayer is fully embracing AI and biotech, integrating precision health and precision agriculture into its strategy. Digital tools and strategic partnerships position Bayer to lead in the digital era of health and agriculture. 📈 Financial Resilience & Growth Despite facing challenges, Bayer has shown resilience. With a strong foundation, new partnerships, and a focus on sustainable growth, Bayer is primed for long-term profitability and growth. 🌐 Commitment to Sustainability Bayer’s mission, "Health for All, Hunger for None," aligns with strong ESG goals. Their sustainability initiatives in health, agriculture, and the environment make Bayer an attractive pick for impact-driven investors. With a strong pipeline, sustainability focus, and biotech & digital investments, Bayer is in a prime position for growth. If you’re interested in the future of healthcare and agriculture, Bayer is worth watching. Valuation Insights: Bayer currently trades at $27, with a market cap of $27B – far from its all-time high of $153 (and $153B market cap) before the Monsanto acquisition. Now, you can get ownership for a fraction of its former valuation. Ongoing lawsuits are putting pressure on the stock price, but once resolved, I believe Bayer will surge back toward previous highs.

Gem Buyer

237,724 Aufrufe • vor 1 Jahr

GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now
50:41

GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now

Gold Telegraph ⚡

598,439 Aufrufe • vor 3 Monaten

#AdaniEmbraer Adani-Embraer Landmark Aviation Partnership Adani Defence & Aerospace and Brazilian aerospace giant Embraer signed a historic Memorandum of Understanding (MoU) at the Ministry of Civil Aviation. This partnership aims to establish India's first private-sector Final Assembly Line (FAL) for regional transport aircraft, specifically targeting the 70–146 seat segment. The collaboration is designed to build a "world-class aviation ecosystem" rather than just a standalone manufacturing plant. The focus areas include: •Final Assembly Line (FAL): Setting up a facility to assemble Embraer’s regional jets (E-Jets family) on Indian soil. •Indigenization: A phased increase in local manufacturing of parts and components. •Value-Chain Integration: Leveraging Adani’s existing footprint in airport infrastructure, MRO (Maintenance, Repair, and Overhaul) services, and pilot training. •Supply Chain Development: Establishing a robust domestic network of suppliers to support global aerospace programs. Jeet Adani, Director (Adani Defence & Aerospace / Adani Airport Holdings) Jeet Adani characterized the agreement as a "vision taking flight," emphasizing its alignment with the national mission of Atmanirbhar Bharat. "It represents India's determination to build world-class aviation capabilities on our own soil. This project will redefine the future of aviation in our country." Arjan Meijer, President & CEO (Embraer Commercial Aviation) Meijer highlighted India as a "pivotal market," projecting a demand for at least 500 aircraft in the regional jet category over the next 20 years. He noted that the partnership combines Embraer's engineering excellence with Adani’s industrial scale. •Regional Connectivity (UDAN): The partnership directly supports the government's UDAN scheme by providing cost-effective aircraft suited for Tier-2 and Tier-3 cities. •Bilateral Ties: The deal strengthens strategic relations between India and Brazil, fostering technological and industrial cooperation. •Employment: The project is expected to generate high-skilled employment and move India up the global aerospace value chain. •Market Positioning: Currently, approximately 50 Embraer aircraft (commercial, defense, and business) operate in India. This move positions Embraer to compete more effectively with the duopoly of Airbus and Boeing by offering locally assembled alternatives. •Location: While not yet finalized, Jeet Adani confirmed that a couple of sites are under evaluation, with a final decision expected within the next two months. •First Rollout: Government officials suggested that the first aircraft could potentially roll out of the Indian facility within the next five years. •Investment: Specific financial figures remain confidential, but the scale is described as a multi-billion dollar commitment to India's aerospace infrastructure. Source Highlights: •MoU signed in the presence of Civil Aviation Minister K Rammohan Naidu and Defence Secretary Rajesh Kumar Singh. •Aligns with the 'Make in India' initiative to reduce import dependence.
1:32

#AdaniEmbraer Adani-Embraer Landmark Aviation Partnership Adani Defence & Aerospace and Brazilian aerospace giant Embraer signed a historic Memorandum of Understanding (MoU) at the Ministry of Civil Aviation. This partnership aims to establish India's first private-sector Final Assembly Line (FAL) for regional transport aircraft, specifically targeting the 70–146 seat segment. The collaboration is designed to build a "world-class aviation ecosystem" rather than just a standalone manufacturing plant. The focus areas include: •Final Assembly Line (FAL): Setting up a facility to assemble Embraer’s regional jets (E-Jets family) on Indian soil. •Indigenization: A phased increase in local manufacturing of parts and components. •Value-Chain Integration: Leveraging Adani’s existing footprint in airport infrastructure, MRO (Maintenance, Repair, and Overhaul) services, and pilot training. •Supply Chain Development: Establishing a robust domestic network of suppliers to support global aerospace programs. Jeet Adani, Director (Adani Defence & Aerospace / Adani Airport Holdings) Jeet Adani characterized the agreement as a "vision taking flight," emphasizing its alignment with the national mission of Atmanirbhar Bharat. "It represents India's determination to build world-class aviation capabilities on our own soil. This project will redefine the future of aviation in our country." Arjan Meijer, President & CEO (Embraer Commercial Aviation) Meijer highlighted India as a "pivotal market," projecting a demand for at least 500 aircraft in the regional jet category over the next 20 years. He noted that the partnership combines Embraer's engineering excellence with Adani’s industrial scale. •Regional Connectivity (UDAN): The partnership directly supports the government's UDAN scheme by providing cost-effective aircraft suited for Tier-2 and Tier-3 cities. •Bilateral Ties: The deal strengthens strategic relations between India and Brazil, fostering technological and industrial cooperation. •Employment: The project is expected to generate high-skilled employment and move India up the global aerospace value chain. •Market Positioning: Currently, approximately 50 Embraer aircraft (commercial, defense, and business) operate in India. This move positions Embraer to compete more effectively with the duopoly of Airbus and Boeing by offering locally assembled alternatives. •Location: While not yet finalized, Jeet Adani confirmed that a couple of sites are under evaluation, with a final decision expected within the next two months. •First Rollout: Government officials suggested that the first aircraft could potentially roll out of the Indian facility within the next five years. •Investment: Specific financial figures remain confidential, but the scale is described as a multi-billion dollar commitment to India's aerospace infrastructure. Source Highlights: •MoU signed in the presence of Civil Aviation Minister K Rammohan Naidu and Defence Secretary Rajesh Kumar Singh. •Aligns with the 'Make in India' initiative to reduce import dependence.

Sheetal Chopra 🇮🇳

173,233 Aufrufe • vor 6 Monaten

Nigeria's Busiest Airport Is Changing Fast! Latest MMIA Lagos Construction Progress. Murtala Muhammed International Airport, Lagos, is currently undergoing one of the most significant modernization and expansion projects in its history, and the progress on site is becoming increasingly visible. During my latest visit to the airport, I observed remarkable advancements across several sections of the project. One of the most impressive developments is the construction of the new elevated circular bridge designed to improve connectivity within the airport complex, particularly around Terminal 1. The bridge structure is rising rapidly, with multiple support columns already completed and beam-launching activities ongoing on several sections. At Terminal 1, extensive reconstruction works are also progressing. The existing terminal structure has been stripped down to its core framework, allowing for a complete redesign and modernization of the facility. Construction teams are actively working on transforming the terminal into a more modern, efficient, and passenger-friendly gateway that will better serve both domestic and international travelers. The scale of work currently underway demonstrates the commitment to upgrading Nigeria's premier aviation hub. From the expanding bridge infrastructure to the comprehensive terminal redevelopment, contractors continue to make impressive progress toward delivering a world-class airport facility. In this video, we take you on-site to see the latest construction activities, ongoing engineering works, and the visible transformation taking place at Murtala Muhammed International Airport, Lagos.
15:12

Nigeria's Busiest Airport Is Changing Fast! Latest MMIA Lagos Construction Progress. Murtala Muhammed International Airport, Lagos, is currently undergoing one of the most significant modernization and expansion projects in its history, and the progress on site is becoming increasingly visible. During my latest visit to the airport, I observed remarkable advancements across several sections of the project. One of the most impressive developments is the construction of the new elevated circular bridge designed to improve connectivity within the airport complex, particularly around Terminal 1. The bridge structure is rising rapidly, with multiple support columns already completed and beam-launching activities ongoing on several sections. At Terminal 1, extensive reconstruction works are also progressing. The existing terminal structure has been stripped down to its core framework, allowing for a complete redesign and modernization of the facility. Construction teams are actively working on transforming the terminal into a more modern, efficient, and passenger-friendly gateway that will better serve both domestic and international travelers. The scale of work currently underway demonstrates the commitment to upgrading Nigeria's premier aviation hub. From the expanding bridge infrastructure to the comprehensive terminal redevelopment, contractors continue to make impressive progress toward delivering a world-class airport facility. In this video, we take you on-site to see the latest construction activities, ongoing engineering works, and the visible transformation taking place at Murtala Muhammed International Airport, Lagos.

Olóyè Jatto

11,354 Aufrufe • vor 1 Monat

SILVER WAR IGNITES: CHINA'S EXPORT BANS SPARK GLOBAL CRISIS Andreas Ullmann, with over 30 years in finance analyzing hedge fund strategies and serving as Vice President Sales at Solidgruppe—a leading German precious metals trading firm—delivers hard-hitting insights on the escalating silver conflict: The world is witnessing the dawn of a fierce global silver war, mirroring China's past dominance in rare earths. THE CORE THESIS: SILVER AS A STRATEGIC WEAPON ✅ China has slapped export restrictions on silver since January 2026, limiting it to just 44 companies and slashing global supply by up to 5,000 tons annually. ➡️ This echoes their rare earth playbook, using shortages to exert political pressure while protecting domestic industries like solar and EVs. ➡️ Meanwhile, USA declares silver a critical metal, allocating $2.5 billion for stockpiling and securing Latin American mines to counter China's moves. THE CRITICAL SHORTAGE UNFOLDS ➡️ Shanghai stocks crashed from 7,500 tons in 2020 to just 800 tons now—a 90% drop—with COMEX deliveries surging to 480 million ounces in 2025 alone. ➡️ Industrial demand outstrips mining output by years of deficits, fueled by solar, 5G, AI, and military tech, where silver is irreplaceable. 🤯 "We are already in the middle of a silver war," warns expert Ullmann, as both superpowers race to lock in supplies via contracts and investments. PRICE PROJECTIONS THAT STUN 📈 Short-term: Expect silver to hit $150–$180 by end-2026 if inventories keep draining and investment demand stays hot. 💥 Long-term: With gold racing to $10,000 by 2030, silver could explode to $1,000 based on a 1:10 ratio, driven by mining realities and vanishing above-ground stocks. 🔍 Technical charts show a 45-year cup-and-handle breakout, targeting $300–$350 in coming years amid high volatility. INVESTOR STRATEGIES AMID THE CHAOS 🚀 Focus on physical silver and gold for core holdings—store securely outside banks to avoid systemic risks. ➡️ Mix in mining stocks for outsized gains, as they're undervalued with exploding profits at higher prices, but diversify to manage risks. ➡️ Consider platinum too—trading at historic lows vs. silver, it offers massive upside in fuel cells and catalysts. THE BOTTOM LINE In this escalating silver war, prices will solve the deficit through sky-high surges, rewarding those who act now. Seize the opportunity before the squeeze turns into a full-blown crisis—your future wealth depends on it. HT: YouTube Rohstoff Investor #SilverWar #SilverSqueeze #CommodityBoom #GoldSilverRatio #ResourceGeopolitics #MiningStocks #PreciousMetals
1:35

SILVER WAR IGNITES: CHINA'S EXPORT BANS SPARK GLOBAL CRISIS Andreas Ullmann, with over 30 years in finance analyzing hedge fund strategies and serving as Vice President Sales at Solidgruppe—a leading German precious metals trading firm—delivers hard-hitting insights on the escalating silver conflict: The world is witnessing the dawn of a fierce global silver war, mirroring China's past dominance in rare earths. THE CORE THESIS: SILVER AS A STRATEGIC WEAPON ✅ China has slapped export restrictions on silver since January 2026, limiting it to just 44 companies and slashing global supply by up to 5,000 tons annually. ➡️ This echoes their rare earth playbook, using shortages to exert political pressure while protecting domestic industries like solar and EVs. ➡️ Meanwhile, USA declares silver a critical metal, allocating $2.5 billion for stockpiling and securing Latin American mines to counter China's moves. THE CRITICAL SHORTAGE UNFOLDS ➡️ Shanghai stocks crashed from 7,500 tons in 2020 to just 800 tons now—a 90% drop—with COMEX deliveries surging to 480 million ounces in 2025 alone. ➡️ Industrial demand outstrips mining output by years of deficits, fueled by solar, 5G, AI, and military tech, where silver is irreplaceable. 🤯 "We are already in the middle of a silver war," warns expert Ullmann, as both superpowers race to lock in supplies via contracts and investments. PRICE PROJECTIONS THAT STUN 📈 Short-term: Expect silver to hit $150–$180 by end-2026 if inventories keep draining and investment demand stays hot. 💥 Long-term: With gold racing to $10,000 by 2030, silver could explode to $1,000 based on a 1:10 ratio, driven by mining realities and vanishing above-ground stocks. 🔍 Technical charts show a 45-year cup-and-handle breakout, targeting $300–$350 in coming years amid high volatility. INVESTOR STRATEGIES AMID THE CHAOS 🚀 Focus on physical silver and gold for core holdings—store securely outside banks to avoid systemic risks. ➡️ Mix in mining stocks for outsized gains, as they're undervalued with exploding profits at higher prices, but diversify to manage risks. ➡️ Consider platinum too—trading at historic lows vs. silver, it offers massive upside in fuel cells and catalysts. THE BOTTOM LINE In this escalating silver war, prices will solve the deficit through sky-high surges, rewarding those who act now. Seize the opportunity before the squeeze turns into a full-blown crisis—your future wealth depends on it. HT: YouTube Rohstoff Investor #SilverWar #SilverSqueeze #CommodityBoom #GoldSilverRatio #ResourceGeopolitics #MiningStocks #PreciousMetals

Mark

64,662 Aufrufe • vor 5 Monaten

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO
0:37

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO

Wall Street Mav

92,758 Aufrufe • vor 7 Monaten

Ethiopia, one of the first Christian nations & the 2nd most populous African country, is currently experiencing massive economic growth due to pragmatic capitalist reforms after decades of failed socialist policies. As a result, cities across the country, like the capital, Addis Ababa, are being radically transformed. The government has been shifting its monopoly control over many industries back to the private sector, allowing foreign investments in banking, which has led to historic growth in the sector, opening telecoms to private entry, floating the currency so the free market can assign it its true value, and launching a Securities Exchange. Ironically, the increased competition in the private sector has also forced the remaining state-owned firms to perform at a higher level. Many entities that were once unprofitable are starting to turn a profit. To ease doing business, major regulatory reforms have been implemented, such as liberalizing trade, allowing foreign investors to participate in export/import, wholesale, and retail, launching a "National Business Portal" for digital services, and cutting bureaucratic red tape to reduce costs for startups. These reforms have caught the attention of capital worldwide. Carrefour, a major retail company, is already making a move into the country. Industrial investors are also flocking in and creating thousands of jobs for locals. For example, TOYO, a Japanese solar solutions provider, has been investing heavily (est: $110 million) in solar cell manufacturing operations in Ethiopia. The country is now also a major Bitcoin "mining" hub. Although they produce lots of electricity, they still don't have the distribution infrastructure necessary to connect the whole country. That requires heavy investments, so in the meantime, they have turned to global crypto mining firms, which need cheap electricity and easy regulations. They dedicated 600MW+ to mining, contributing ~2.5% of global hash rate (that's big). Deals with giants like BIT Mining, Phoenix Group &, and others are raking in millions in forex revenue. The power company has made anywhere from $200 million to $500 million in total over the last 24 months, money they're using to expand their grid. The reforms have delivered strong results: GDP grew 8.1% in 2024 and is projected by the IMF to expand 7.2% in 2025 and 7.1% in 2026—one of the fastest rates in the world. Inflation has moderated from over 30% peaks to around 13-15%, foreign reserves have increased dramatically, and exports are rising. The country also just collected a historic amount of tax revenue within the last 6 months without increasing the rates. One more thing to note is that the government has not allowed ego to lead the way. When they wanted to clean & beautify their polluted rivers in the capital city, they hired international experts to work on the first phase and have used the knowledge gained to drastically scale the operation on their own. They still have a lot of work to do. For example, the central government seems to have no jurisdiction in certain regions with ethno-separatist groups & militias wreaking havoc against Orthodox Christian communities (as far as I understand). But I'm bullish because they seem to have the right leaders in place.
1:05

Ethiopia, one of the first Christian nations & the 2nd most populous African country, is currently experiencing massive economic growth due to pragmatic capitalist reforms after decades of failed socialist policies. As a result, cities across the country, like the capital, Addis Ababa, are being radically transformed. The government has been shifting its monopoly control over many industries back to the private sector, allowing foreign investments in banking, which has led to historic growth in the sector, opening telecoms to private entry, floating the currency so the free market can assign it its true value, and launching a Securities Exchange. Ironically, the increased competition in the private sector has also forced the remaining state-owned firms to perform at a higher level. Many entities that were once unprofitable are starting to turn a profit. To ease doing business, major regulatory reforms have been implemented, such as liberalizing trade, allowing foreign investors to participate in export/import, wholesale, and retail, launching a "National Business Portal" for digital services, and cutting bureaucratic red tape to reduce costs for startups. These reforms have caught the attention of capital worldwide. Carrefour, a major retail company, is already making a move into the country. Industrial investors are also flocking in and creating thousands of jobs for locals. For example, TOYO, a Japanese solar solutions provider, has been investing heavily (est: $110 million) in solar cell manufacturing operations in Ethiopia. The country is now also a major Bitcoin "mining" hub. Although they produce lots of electricity, they still don't have the distribution infrastructure necessary to connect the whole country. That requires heavy investments, so in the meantime, they have turned to global crypto mining firms, which need cheap electricity and easy regulations. They dedicated 600MW+ to mining, contributing ~2.5% of global hash rate (that's big). Deals with giants like BIT Mining, Phoenix Group &, and others are raking in millions in forex revenue. The power company has made anywhere from $200 million to $500 million in total over the last 24 months, money they're using to expand their grid. The reforms have delivered strong results: GDP grew 8.1% in 2024 and is projected by the IMF to expand 7.2% in 2025 and 7.1% in 2026—one of the fastest rates in the world. Inflation has moderated from over 30% peaks to around 13-15%, foreign reserves have increased dramatically, and exports are rising. The country also just collected a historic amount of tax revenue within the last 6 months without increasing the rates. One more thing to note is that the government has not allowed ego to lead the way. When they wanted to clean & beautify their polluted rivers in the capital city, they hired international experts to work on the first phase and have used the knowledge gained to drastically scale the operation on their own. They still have a lot of work to do. For example, the central government seems to have no jurisdiction in certain regions with ethno-separatist groups & militias wreaking havoc against Orthodox Christian communities (as far as I understand). But I'm bullish because they seem to have the right leaders in place.

George

720,712 Aufrufe • vor 6 Monaten