seethetrees
@seethetrees1
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Mine it, Extract it, or Grow it. Value & Invest in it. Not trading advice. All trades are virtual. DO NOT FOLLOW MY FAKE TRADES. I AM NOT A FINANCIAL ADVISOR.
Joined January 2020
FRESNILLO - how did it go - Exactly one year ago $fres.l was 441gbp, today 939 or +113%. I scaled in then making it my largest holding, avg cost 534 for 76% gain. Not reducing. Buying largest #silver miner below cv19 low in 2024 = insane margin of safety & R/R. $pass $cde $hl $ag
FRESNILLO - selling off on $mag earnings & 24 guidance. (Juanicipio mine, operated by Fres), new 52 week low just after I bought full position. $fres.l 439.50 -4.71% $fnlpf #silver someday going to fly, soon. I might double position if open dip tomorrow.
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SPOT THE EXCEPTION ON THIS LIST.. Yes. There is 1 truly odd stock on this list of 20. Which one is it and why? ( No hints from my timeline ! )
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2025 - the numbers - 1/2 My investment themes for the year worked well: > Concentration > Diversification to get rich > All-IN >"Majors with Margin" > "Press the bet"
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Call me crazy, but I just averaged up on the stock I loved to hate, $HL, based on nothing other than the Ag price drop today. My acquisition price went from 5.78 to 8.74 buying today at 19.40. š
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B2GOLD - -5% in thin markets - Yes. Call me mad. Added more to my new $bto.to position today . Already super heavy in $btg. Now extremely large in most undervalued 1Moz producer. My 2025 themes. " Majors with margin " & " press the bet ". Good luck to all. $gdx
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B2GOLD - the last value - Started 2.5% $bto.to @ c$6.54, with my 11.5% $btg holding now 14%. 3 high prob catalysts 1>Goose ramp 2>Fekola permit 3>End Prepay. Q is timing? IMO 3 to 9 months for all. Longer delay = better R/R as #gold stabilizes above $4k ---> "LOW RISK" TOP PICK
There are no more ālow-riskā entries in Gold & Silver. 2022ā2023 wasnāt just generational. It was historic. Epic. From here, the key is understandingā¦ You donāt get ālow-riskā or perfect entries early or midābull market. You just donāt. Recency bias and the hangover from
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B2GOLD - the last value - Apart from "Mali Fear", #gold pre-pay & price-collar obscure fins & investors given up "Too difficult bucket". Final prepay delivery is end Q2'26, & collar rolls off later. Fins will be clearer & FCF š. $btg $bto.to TOP PICK
B2GOLD - gold collars, streams and prepaid ozs - A reminder of how $btg funded Goose build, avoiding dilution & protected revenue in a market before gold decided to ramp ! From Q3 2026 FCF projections get simple & moon ! $bto $bto.to ( ref: Q2 2025 Fins ) . TOP-PICK. BTFD !
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B2GOLD - the last value - $BTG $BTO.TO The longer delay in re-rate, with $gdx peers still getting bid, & with #gold consolidating above $4.2K, $4.4k+ etc, & we get closer to delivery of catalysts the margin of safety gets better & better. New gold miner money compelling TOP PICK
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B2GOLD - the last value - Started 2.5% $bto.to @ c$6.54, with my 11.5% $btg holding now 14%. 3 high prob catalysts 1>Goose ramp 2>Fekola permit 3>End Prepay. Q is timing? IMO 3 to 9 months for all. Longer delay = better R/R as #gold stabilizes above $4k ---> "LOW RISK" TOP PICK
There are no more ālow-riskā entries in Gold & Silver. 2022ā2023 wasnāt just generational. It was historic. Epic. From here, the key is understandingā¦ You donāt get ālow-riskā or perfect entries early or midābull market. You just donāt. Recency bias and the hangover from
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This is why we follow the Politicians āļø Back on 9/24/24, we flagged Rep Debbie Schultz' suspicious buy of Helca Mining $HL Why was it suspicious? 1. Helca is the largest Silver Producer in America 2. She sat on the Environment, Manufacturing, and Critical Minerals sub
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Peeps who are trying to jump in and out of #Gold, #Silver, and minersā¦ @DebraG_Robins @BankerWeimar @SemperVigilant1
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$OIH $RIG $NE $BORR Offshore stats via DNB - marketed utilization for modern JUs and 7G drillships remains good š¤·āāļø
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@MMusclesd @RobertWallSt I'm not about to make trading calls now.Silver to $100 in coming months is the call.
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This goes live in a minute or two if you want to watch. Eric Sprott's SHOCKING Portfolio - 2025 Yearly Wrap-Up | Sprott Money https://t.co/DNL4dXPtMm via @YouTube
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Over my career, my #1 buy signal for precious metals & miners has been this relative strength chart of the Gold Miners (GDX) to Gold (GLD). When the miners are leading higher, gold/silver follows. At the beginning of 2025 we told you our top sector pick for the year was the
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The moment has come. $TDW
My article on $TDW has just been published. In my view, it becomes a compelling buy again if it approaches $50. https://t.co/bUiqqOwb2J
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