Family Office. Advocate of hard money & hard assets. DMs answered as time allows.
Joined June 2013
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- Following 344
- Followers 2,445
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161 Photos and videos
Los Ricos South Permit Secured, Fully Funded Mine Build Begins
🇺🇸 $GLGDF 🇨🇦 $GGD.TO
@CruxInvestor @GoGoldResources
youtu.be/Hnlv9FHg1uk
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GoGold Resources – Final Permits Received For The Los Ricos South Underground Mine
🇺🇸 $GLGDF 🇨🇦 $GGD.TO
@kereport @GoGoldResources
youtu.be/NwwggjcVA10
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While the last weak hands are being shook out, central banks, family offices and other smart money institutions are adding exposure hand over fist.
Stagflation, energy issues, social unrest, wars are escalating. Add government stimulus, QE and rate cuts to that mix and the future doesn't look great.
Protect yourself accordingly.
BREAKING: China bought 10 tonnes of gold in May, the largest monthly addition since January 2025.
This follows 8 tonnes acquired in April, marking their 3rd consecutive monthly net purchase.
China has now bought gold for 19 consecutive months, the longest streak since at least 2015, when its central bank began publishing more regular data on its gold reserves.
This brings China's official gold reserves to a record 2,331 tonnes, worth over 9% of their total FX reserves.
The country is also the 3rd-largest central bank buyer year-to-date, after Poland and Uzbekistan, with a total of 27 tonnes added.
China’s demand for gold is accelerating.
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Gecko Investor Group retweeted
Update for @P2_Gold
🇨🇦 $PGLD.V 🇺🇸 $PGLDF
P2 Gold Gabbs Project Update: Feasibility Study on Track
Material catalysts over the coming months:
▻ Infill and Expansion Drill Program (Ongoing)
▻ Updated MRE
▻ Feasibility Study
▻ Water Well/Rights (DA already in place)
▻ Metallurgy Results
▻ Permitting
newswire.ca/news-releases/p2…
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🔥
Permit in hand and the next mid-tier producer is in the making.
Congrats to the whole team, now let's go and build a mine! And then another one.
@GoGoldResources
shorturl.at/0JqGJ
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Jun 4
@ben90357282 There's an important aspect to P2 GOLD $PGLD.V. For just 6 million, they can repurchase the royalty they sold to Franco Nevada. Once they do, they could sell a 5% royalty to any interested party at a price that could finance a large part of the construction. The remainder could be debt. Therefore, the necessary capital expenditure will not dilute shareholders' equity
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Gold just touched MA200 after months of consolidation.
Lows are already in SILJ & GDXJ.
The next major run in precious metals & junior mining stocks are getting close, our guess a couple of weeks away, give or take.
Carpe diem.
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P2 Gold's Lucky Strike Points to a Bigger Nevada Mine
@CruxInvestor @P2_Gold
🇺🇸 $PGLDF 🇨🇦 $PGLD.V cruxinvestor.com/posts/p2-go…
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Gecko Investor Group retweeted
In a conversation with @ResourceTalks, $SM.V CEO @alex_langer, discussed the Company’s strategy for growing profitable production in Mexico, advancing the La Guitarra and Del Toro assets, and creating long-term shareholder value through disciplined expansion and exploration.
📺 Watch the full interview here: youtube.com/watch?v=D0WwrsfG…
$SMDRF | #SierraMadre | #SilverMining | #Mexico
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Mining permits coming soon? Sure sounds like it with today's release.
🇺🇸 $VZLA 🇨🇦 $VZLA.TO
@VizslaSilver #silver #gold
shorturl.at/k0zUF
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Gecko Investor Group retweeted
May 25
Crux coverage on @P2_Gold
🇨🇦 $PGLD.V 🇺🇸 $PGLDF
Peer comparisons highlight the valuation gap.
$PGLD.V $213M MCap atm
$USAU US Gold, a direct comparable Gold-Copper developer, trades at $350 million despite P2's NPV5 being approximately double at similar metal prices.
$LGD.T Liberty Gold and $DC Dakota Gold command valuations of $805 million and $966 million respectively, suggesting 4-5x upside potential if P2 achieves comparable market recognition.
"At current spot prices, the project delivers exceptional economics with a net present value exceeding $3 billion at a 5% discount rate and an internal rate of return surpassing 100%. The October 2025 PEA outlined production of 109,000 ounces of gold annually plus 33 million pounds of copper over a 14-year mine life. However, management is evaluating a 33% throughput increase that would boost output to over 200,000 gold-equivalent ounces annually.
A critical differentiator is P2's royalty-free structure, providing an estimated $250 million financing advantage unavailable to royalty-burdened competitors. This flexibility becomes particularly valuable as the company approaches construction financing decisions in 2027-2028."
May 25
@P2_Gold President & CEO Joseph Ovsenek discusses growth potential and valuation relative to peers:
“Compared with peers at a similar development stage, we believe our project offers a compelling combination of stronger production growth potential, expanding scale, and significant upside through continued drilling and mine life extension.”
📺 Watch here: youtube.com/watch?v=e5oQgy-2…
📖 Read here: cruxinvestor.com/posts/under…
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Got #gold? Got #silver?
Most people don't own enough hard assets to protect themselves and the coming generation. Act accordingly.
May 22
🚨 JUST IN: President Trump says Kevin Warsh will PLUMMET Fed interest rates, which will help Americans afford houses
"I had a ROTTEN head of the Fed. Now I have a great head of the Fed. Kevin Warsh!"
"Housing is all about interest rates. I know more about housing than anybody in history. No president. And they can pass all the bills they want. It's about interest rates."
"You get the interest rates down. Everybody's going to be very, very happy. We're going to get it down very quickly."
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One of the better interviewers of mining juniors is Antonio Atanasov who runs @ResourceTalks.
His talk from May 13th with @alex_langer, CEO of @SierraMadreSM, was absolutely great.
Antonio's non-biased approach of not charging the companies for these talks gives a credibility few others achieve.
youtu.be/D0WwrsfGqfQ
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Sierra Madre Receives Mexican Antitrust Approval for the Acquisition of the Del Toro Mine
🇺🇸 $SMDRF 🇨🇦 $SM.V
@SierraMadreSM #silver #gold newsfilecorp.com/release/298…
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Important 2 minutes at the end, view & listen below.
The 1st phase of production expansion is coming online now at the end of Q2, a ~50% increase. Also, it seems as if @SierraMadreSM has fast-tracked the phase 2 build-out, getting ready 1 full year ahead of schedule.
As they reach 1,500 tpd, they will triple current production capacity. This will not only increase ounces produced, but will also cut production costs significantly.
youtu.be/7eZP_lSUeD4?si=3ymU…
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Not all juniors have these kind of institutional shareholders. If one include our holding of @SierraMadreSM , ~80% of the outstanding shares are in firm hands.
We suggest investors should consider what that will do to the share price when #silver hits $150/oz and money start to rotate into the junior mining sector.
🇺🇸 $SMDRF 🇨🇦 $SM.V
CEO @alex_langer has been buying shares or @SierraMadreSM in the market since inception. This week he continued buying.
We love to see mgmt teams with a large ownership in the company they work for. You want them incentivised and not working for a salary only (tend to not end very well).
Insiders own ~25% of Sierra Madre. Ask yourself what that does to how they run the business. This is one of many reasons why we have made SM a large portfolio holding.
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CEO @alex_langer has been buying shares or @SierraMadreSM in the market since inception. This week he continued buying.
We love to see mgmt teams with a large ownership in the company they work for. You want them incentivised and not working for a salary only (tend to not end very well).
Insiders own ~25% of Sierra Madre. Ask yourself what that does to how they run the business. This is one of many reasons why we have made SM a large portfolio holding.
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Gecko Investor Group retweeted
New webinar alert! 📺
$SM.V Executive Chairman & COO Gregory Liller and CFO & Corporate Secretary Ken Scott joined @adelaide_cap for an investor update highlighting record Q1 revenue, ongoing expansion work at the processing plant, development progress at the Coloso and Nazareno mines, and the Company’s strategy to continue advancing toward becoming a mid-tier silver producer.
⤵️ Watch here:
youtu.be/7eZP_lSUeD4
$SMDRF | #SierraMadre | #Mexico | #Silver
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Gecko Investor Group retweeted
May 19
Sierra Madre @SierraMadreSM just reported a record Q1.
Revenue hit US$10.1M — more than double Q1 last year.
That’s real operating leverage showing up as silver and gold prices strengthen.
But the bigger story may be what comes next: La Guitarra expansion, improving grades, Del Toro still ahead, and drilling planned for H2.
@TedJButler breaks down what matters in the full update inside today's Silver Advisor
thegoldadvisor.com/silver-ad…
#Silver #Gold #MiningStocks
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