@InformedVolume profile picture
Informed Volume @InformedVolume

Ex buy-side strategist | Current view: BULLISH

Joined June 2021
  • Tweets 4,948
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Informed Volume@InformedVolume
Jun 8
$HYMC has many moving parts, let’s break it down Open-pit: This is the massive resource with 51-year mine life of mostly lower grade metal; $10B NPV at 5% using POX Provides high leverage to both metal prices and discount rates but requires heavy capex
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$SPCX is primed for a successful IPO - already walked back the valuation, initial float is tiny, Wall Street needs to ensure success for others coming to market
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Everyone forgetting it was the bone spurs that got Trump
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$HYMC has many moving parts, let’s break it down Open-pit: This is the massive resource with 51-year mine life of mostly lower grade metal; $10B NPV at 5% using POX Provides high leverage to both metal prices and discount rates but requires heavy capex
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more replies
Heap Leach Operation: Can “turn on” existing PPE very quickly to generate cash flow
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Valuation levers: Higher metal prices increase total in-situ Lowering discount rate via project derisking - on a long duration asset discount rates matter even more Underground mine to offset upfront capex on open-pit Roasting to offset opex on open-pit Heap leach for $ now
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$TSLA guiding to major volume ramp in robotics and Robotaxi in 2027 Solar demand from data centers expected to ramp 2028-2030 They absolutely needed to accelerate $SLV mining...yesterday
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Congrats @DianeG_CEO and team! $HYMC
Hycroft Mining
@HycroftMining
Jun 2
Hycroft Delivers $10 Billion NPV from Technical Report at Spot Prices While Advancing High-Grade Brimstone and Vortex Silver Discoveries Read the release: hycroftmining.com/news/hycro… $HYMC #mining
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Everyone’s expecting $SPCX IPO to mark $SPY top It’s not that easy My guess is the immediate weeks following the IPO may be the sharpest rising yet
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Brother better start talking to get a reduced sentence
zerohedge
@zerohedge
Jun 2
Short Seller Andrew Left Found Guilty of Securities Fraud: BBG
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Won't everyone panic buy hard assets - $GLD / $SLV, bitcoin:native, probably even stocks $SPY if they annouce a formal audit at Fort Knox?
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Expecting a 65-75% re-rating from these levels for $HYMC when the resource PEA drops At current silver prices of $75 this would be $56/sh
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The last time WTI was at these levels, silver $SLV was $85 - why the divergence?
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Based on the current demand for $SATA, $ASST should be trading between $50-$60 If $SATA can get up to $2 billion after they introduce the daily dividend, this would put $ASST common in the $150-$200 range
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Gold $GLD and $SLV have a lot of catching up to do if there's a deal this week, still -15% to -20% off of their prewar highs
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I think $SPY might have one of its best months ever in June
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Technicals look like garbage heading into the long weekend which probably means a massive gap up on Tuesday
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Anyone else feel like the $ASST options are terribly mispriced for after the daily dividend flywheel kicks into gear?
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$HYMC 😂 If the technical study confirms the roasting route can capture that $488/t U.S. molten sulfur market, the resulting $17 to $27 per share of standalone net NPV means you are essentially getting one of the largest silver-gold deposits in North America for pennies on the $
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$HYMC So a $2 billion acid producing business with free gold/silver byproduct? I mean valuation is comical at these levels.
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