Increased position qt $MLG.AX, probably cheapest company in the portfolio ☑️ 2.6x EV/EBITDA ☑️ 8x PER ☑️ 1x net debt/EBITDA ☑️ 40% below NTA ☑️ 85% revenues in gold mining with gold at ATH ☑️ >50% below IPO with revenues growing 25% CAGR and EBITDA growing from 10-12% to 15%

Copper beginning to define gravity and all those who want to talk it down will have increasing problems over the coming months. 1/2 #Copper ig.com/za/news-and-tr…

#Copper - $4.71 nice run, but we are not done!!!

Thanks to Respeculator for pointing out that $NGE are long $MLG with 4% of their fund. Total asymmetric bet with huge tailwinds....

Great to see David Lamm's fund picking up a few million $MLG.AX. Big couple of years ahead. Lots I want to see tho: - Increase margins - Some form of capital returns (can't hide away from Australia's obsession with franking credits). - less related party transactions Held

RFK Jr: The war in Ukraine is a money laundering scheme for BlackRock. "They're doing this right in front of us. They don't even care that we know anymore, because... they have a strategy." "And that strategy is an old, old strategy, which is they keep us at war with each

Rotation continues.... #tech rolling over #commodities rolling up

JUST IN 🚨: Silver approaching its highest price in more than 12 years

Gold and copper break through 3k and 5 bucks! 🎉💪💲#gold #copper #Commodities

Massive US import of Gold bars:

#Copper - $5.13 Schwing! 🤘

#Copper - $5.21 - NEW ALL-TIME-HIGH ON THE COMEX

Fund Manager contemplating exposure in the PM space 🤣

⚠️BREAKING: *GOLD PRICES RISE TO NEW RECORD HIGH

We should have listened to this guy