Gold, Silver, PM's and Markets

Another Pup having a great day up 10%

https://agmr.ca/about/

FWD P/E <2 at $90 POS

wol referenced the Yukon a few days ago, nice call. Extra Mayo.

https://ceo.ca/@newsfile/bp-silver-intersects-bonanza-grade-silver-at-the-cosuo

Drilling intersected multiple zones of high-grade silver mineralization at the Pocañita Chica target: Diamond Drill Hole ("DDH") CO-0008 returned 5m @ 600.4 g/t silver, including 1m @ 1655 g/t silver; CO-0009 returned 1m @ 526 g/t silver and 6m @ 147 g/t silver.

Kapex, are you still around?

Have not seen a post in quite some time.

I don't see Kapex on the member list. I gave him grief over his PM prognostications, but most of the stuff he posted i agreed with.

Trump the master salesman will soon have nothing left to sell.

https://leohohmann.substack.com/p/trump-the-master-salesman-will-soon

"As a larger-than-life political figure who lives for the opportunity to brag about “wins”, he should have seen this coming. Being boxed into a no-win situation like Trump now finds himself in is a product of one highly overlooked truth. The man ran for a second term under false pretenses. He sold us a bill of goods that were not valid.

He ran as the “peace president.” He ran as the anti-globalist and anti-neocon who would take on the establishment – those entrenched Washington and Wall Street-based insiders who profit off of endless foreign wars, coups, revolutions and rebuilding efforts – while the rest of us get handed the bill in the form of America’s $40 trillion debt. This billionaire-funded club of pro-war politicians is made up equally of Democrats and Republicans, but the voting public gets thrown off by clever marketing campaigns and slanted news reports meant to keep hope alive in the system. If we can just “throw the bums” of one party out, the other party will somehow right the ship."

COMEX Pulls the Plug on Silver. Backdoor Shenanigans Push Longs into Cash Settlement.| Eric Yeung

https://www.youtube.com/watch?v=MR3J4Jm56b0

#50476

Yes and no. Folks should be aware of the term 'Beneficial shareholder'. Choose your broker and account designation carefully. By all means take delivery of stock certificates in a established large cap Gold miner, this actually forces you to to buy and hold, good plan in a bull market. With respect to an exploration company, You best be darn sure its a winner if you are taking the certs. home.

Discount brokerages in most all cases do not buy the shares, they just take your money and hope you sell at a loss.

https://economicprism.com/grinding-the-american-middle-class-to-dust/#more-10234

Engineered Collapse

"Despite what the data from the Bureau of Labor Statistics says, there’s mounting evidence that this isn’t just a run of the mill economic cycle. When you look at the speed of the decline and the specific targeting of the middle class, it appears to be something else entirely.

The middle class, specifically the segment that has historically held the most private property, is under attack. By squeezing the life out of the housing market, wealth is being funneled upward. When families lose their homes to foreclosure, they don’t just lose a roof, they lose their primary vehicle for intergenerational wealth.

The result is a civilization of serfs. We’re rapidly transitioning to a rentership society. If you don’t own property, you don’t have a stake in the future. You’re left out in the cold."

AF I am loaded in both. Will sell my ELD.

I am not reco'ing selling the ELD because of the underperformance, but suggesting the same mount of money will have better returns in FOM alone.

Randy Smallwood, CEO and Co-Founder of Wheaton Precious Metals, sits down with James Connor to discuss the history of the company and how it became world's largest precious metals streaming company.

https://www.youtube.com/watch?v=rwg20XP4rS0

I don't own Klondike Silver, yet. 10 for 1 consolidation in effect tomorrow morning. I have been to Sandon many times.

Since 2011, this will have been consolidated a total of 200 for 1.

https://klondikesilver.com/projects/silvana-silver-mile/exploration-mining-history/

#50386

"Lutnick is accused of lying about his contact with Jeffrey Epstein, who lived next door to him for 21 years and was a business partner."

How wonderful is that?

interesting combination.

https://ceo.ca/@newsfile/gold-hart-copper-corp-and-rhyolite-resources-ltd

 #50394

Of those 3, Berg is the most viable i think. NorthIsle I am familiar with, it was a mine, however, the rain is relentless, far easier places in the interior to mine.

https://boomfinanceandeconomics.wordpress.com/2026/02/21/trump-and-bessent-economic-failures-white-house-economic-score-card-the-3-3-3-plan-is-failing-blue-owl-credit-disaster-can-trumps-nominee-for-the-federal-reserve-save-the-us-economy-what/

BLUE OWL REDEMPTIONS BANNED – COMING CREDIT DISASTER?

"Then, last week, the “shadow bank”, Blue Owl Capital private credit fund announced that it was halting shareholder redemptions. On Wednesday, the $1.7 Billion investment vehicle permanently restricted withdrawals from OBDC II, a private credit investment fund which primarily focused on issuing credit to US middle-market software and tech companies. These companies are all now regarded as “at risk” from the threat of Artificial Intelligence. As they go down, their shadow credit suppliers must also fall. Also, any banks that are supporting those shadow credit companies will eventually be adversely"

https://goldseek.com/article/why-millennials-and-gen-z-are-trapped-debt-inflation-and-broken-promises

"The West has suffered a gigantic bout of collective stupidity by believing that everyone can live at the expense of everyone else. And worse, a moral failure by enforcing socialist and collectivist ideas. As a consequence, there are hundreds of trillions of dollars of debt in the world. It’s not academic; some people owe that money to other people. Both the lenders and the borrowers are going to be very unhappy."

I think you are deflecting to other issues to compensate for Trump. PB shared a Whitney Webb interview that clearly defined Trump's long term association with Maxwell and Epstein making him clearly unfit to serve in any political office.

Easy answer here is, Freinds of Peddos are not fit for the White House, full stop.

Given DJT's multi-decade association with Epstein, any pro DJT comments are just coping and covering for his absolutely unforgivable behaviour.

ROAN, saw this bit on Eldorado from StockWatch Daily.

"Today was Friday, so there was not much new, and much of what was new was bad news. George Burns's Eldorado Gold Corp. (ELD) slumped $6.35 to $58.84 on 5.59 million shares as it delivered "strong" 2025 operational results and provided its 2026 guidance and a three-year outlook targeting 40-per-cent gold production growth, as well as a construction update for the Skouries mine in Greece. Veteran investors experienced at reading promotional tea leaves furrowed a brow as they began skimming from the bottom of the list.

Yes, Skouries is "slightly delayed," and commercial production is now not expected until late this year. The "slight delay" is expected to have a $50-million (U.S.) impact on construction capital costs, Eldorado concedes, noting that the "slight delay" -- the company is trying hard to convince you this is not a big deal -- is the result of power connection delays and the need to replace some equipment in the processing plant. Worry not, Eldorado cheers: Its team is "actively implementing mitigation measures across all work areas to minimize the impact to the schedule and cost, and to support a safe and orderly start-up."

And so, Eldorado is now projecting that it will produce between 490,000 and 590,000 ounces of gold this year, compared with the 488,000 ounces it managed last year. Skouries, it says, will account for between 60,000 and 100,000 of those ounces. A year ago, when Skouries was expected to reach commercial production by mid-2026, it was forecast to deliver between 135,000 and 155,000 ounces this year, with Eldorado guiding you to believe its five producing mines would manage between 605,000 and 665,000 ounces this year. The following year still looks rosy, with between 620,000 and 720,000 ounces projected for 2027, and an additional 20,000 ounces pad both ends of the range for 2028.

Mr. Burns, chief executive officer, put his best spin forward, applauding that Eldorado is "entering 2026 with exceptional momentum." Yes, he and his crew "have experienced near-term adjustments to the Skouries schedule as [they] work through commissioning and ramp up, [but] the fundamentals of the project remain excellent and demonstrate a strong cash flow yielding operation for the next few decades." Accordingly, bringing Skouries on-line will be "an important milestone that fundamentally reshapes [Eldorado's] cash generation, production profile and cost structure," they glow."

#50306

https://silvernorthres.com/silver-north-outlines-largest-exploration-program-to-date-at-haldane-following-2025-success/

Management at Coeur and Hecla have historically been suspiciously silent when it comes to Silver price management. Although both have performed well with the rise in POS, both miss earnings on a chronic basis.

#50281

G Mining's largest shareholder LaMancha has been buying shares on the open market.

Probably a safe entry point into Trinity One, ARJNF, TOM.V...still 5 cents above latest PP. I bought more today. Down 8% today.

https://ceo.ca/@newsfile/trinity-one-metals-enters-into-agreement-to-acquire

madrone out here, very hard, burns good and long, got lots of trees

We call it 'Arbutus'...and it burns like Coal, wicked firewood.

SF, I don't own IAU or MCEWEN, I think both have about the same Market cap???....I would much rather buy MUX.

Ron Paul’s Warnings Have Come True: Rising Debt, Endless War & Economic Collapse

https://www.youtube.com/watch?v=eFWDyrnyhbM

Your shares are needed for their 60-20-20 portfolios.

I like wols comments. I have to admit a few go right over my head, but being asked to think is not a bad thing.

https://www.reuters.com/legal/government/crypto-lender-blockfills-suspends-withdrawals-amid-faltering-bitcoin-price-2026-02-11/

Asked my coin dealer friend...

He replied below my question.


Hey Bro

Any new tax laws affecting metals you are aware of?
If so what month?

None what so ever and what your reading on the net is wrong and completely opposite of the truth

He would have been made aware.

I posted an interview with Schectman a few days ago, he said the same thing.

 Schiff explains why today’s “better than expected” jobs report is meaningless—and why the real story is the massive downward revisions. The government erased roughly 2.5 million jobs going back to 2019, including about 1.1 million from 2025 and over 800,000 from 2024. That means many of the celebrated “beats” from the past two years were actually misses, and markets were trading on bad data.

https://www.youtube.com/watch?v=lbWBZ3dUAQo

Is Jamie Raskin serious in what he said?

Very good interview with DK and John Rubino.

https://www.youtube.com/watch?v=cWRi2JujStw

#50062

https://www.stockwatch.com/News/Item/Z-C!BYN-3776640/C/BYN

Banyan drilled some rather high grade Ag last week week as well.

AX-25-803 - 5,625 g/t Ag over 3.4m within 1,841 g/t Ag over 10.4 metres ("m"), with very high-grade interval of 10,734 g/t Ag over 1.7m

https://ceo.ca/@GlobeNewswire/dpm-metals-reports-record-financial-results-in-2025

DPM earns $2.40/sh last quarter. This puts the P/E at 5.

Gold miners are probably under priced by a factor of 3.

ok wol, I bought back 2.5X the position in Silver North.

I did own VROY. Lucky I sold when I did. I think if i still owned VZLA or VROY. I would sell and buy another Silver Story.

I still own all my Silver Mountain, AGMR.V, AGMRF

Having said that this morning might be the low.

https://ceo.ca/@newsfile/trinity-one-metals-announces-non-brokered-life-private

Placement at 20 cents.

https://ceo.ca/@newsfile/trinity-one-metals-closes-acquisition-of-silver-1

Andy explains that rising margin requirements flushed out leveraged speculators while allowing large institutions to acquire physical metal, as seen in massive silver inflows into ETFs immediately after the price smash. Schectman emphasizes tight physical supply, declining COMEX registered inventories, strong delivery demand, and growing government treatment of silver as a strategic metal. He frames the event as a deliberate shakeout that strengthened the bull market by moving metal into stronger hands rather than ending the rally.

https://www.youtube.com/watch?v=_gUCe02krTM

#50005

Thank you OMT. That's everything I needed from you to forget this.

AF, do you think mass, illegal migration of Islamic jihadists into Europe (and the rest of western civilization) is a good thing?  And don't say it's the Jews that caused it.  It was the U.N.

https://pbs.twimg.com/media/G1iepagaoAEW9OV?format=png&name=360x360

It seems that only Israel is fighting what is infecting the west.

Since you are hanging out here today, you could be a normal human being and try to walk that last sentence back a tad.

ADRIAN DAY | I'm unquestionably more bullish on the miners than the metals right now!

https://www.youtube.com/watch?v=8tiDcA_UKK4

Good info on the GSR.  Did China Just Set An Economic TRAP On America With Silver? | Alasdair Macleod

https://www.youtube.com/watch?v=MC5yjPbEhTI

https://x.com/Polito_loco/status/2019852702491316526

"Michael Jackson's, Billie Jean, but as Irish Folk.

OK, this is insanely good" 🔥 🔥

Tokenized Gold vs The Bitcoin Standard: Peter Schiff debates Saifedean Ammous

https://www.youtube.com/watch?v=j7Gd1s_qo-s

This was wildly interesting.

https://tuckercarlson.com/tucker-show-aj-gentile

Giants, Pyramids, the CIA’s Psychic Spies and The Ancient Civilizations More Advanced Than Ours

The people who run countries believe in the supernatural. It’s the main thing they believe in. Why do they try so hard to convince the rest of us it’s not real? AJ Gentile on giants, the pyramids and remote viewing.

https://www.mining.com/rio-tinto-glencore-scrap-260b-mining-mega-merger/

Rio Tinto (ASX; LON; NYSE: RIO) and Glencore (LON: GLEN) have scrapped plans for a mega-merger that would have created the world’s largest mining company with a combined value of $232 billion as of today’s market capitalizations ($260 when the talks were first announced).

That Canada Customs official that rejected Epstein's visitors Visa  for the TED conference needs a promotion.

Buying more Wheaton today.

https://www.sprottmoney.com/blog/supposedly-hawkish-warsh-gold-price-analysis

"In conclusion, despite the hot takes and speculation regarding how a Warsh-led Fed will "restore the independence of the central bank", I have no doubt that rate cuts, Yield Curve Control, and negative real interest rates are incoming for 2026. As such, this latest pullback in the gold price is nothing more than a gift to anyone looking to add to their stack of physical precious metal."