Luong Dong (@luongdongcfa) 's Twitter Profile
Luong Dong

@luongdongcfa

Advocate for precious metals. CFA. Opinions not investment advice.

ID: 1301684900240654338

calendar_today04-09-2020 00:54:10

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Gold Ventures 🟡 (@thelastdegree) 's Twitter Profile Photo

very odd #silversqueeze is trending and i didn't notice anything. twitter giving us a pass... is it time Twitter ? should we start a squeeze?

Crescat Capital (@crescat_capital) 's Twitter Profile Photo

$GOT.V drills visible gold in multiple holes at Surebet zone and East Extension zone. Surebet mineralization has now been confirmed over 1.6 sq km. goliathresourcesltd.com/wp-content/upl…

$GOT.V drills visible gold in multiple holes at Surebet zone and East Extension zone.
 
Surebet mineralization has now been confirmed over 1.6 sq km.
 
goliathresourcesltd.com/wp-content/upl…
Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile Photo

✅One of the largest silver and base metals' discoveries in decades. ✅Among the highest appreciation potential stocks in Crescat's exploration model. ✅Massive bull flag at bottom of channel. ✅Maiden resource coming in early 2023. ✅Might eclipse San Cristobal's debut.

✅One of the largest silver and base metals' discoveries in decades. 

✅Among the highest appreciation potential stocks in Crescat's  exploration model. 

✅Massive bull flag at bottom of channel.

✅Maiden resource coming in early 2023.

✅Might eclipse San Cristobal's debut.
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

Interesting fact: Last time silver went up as much as today was November 2008. That was the bottom and silver went up 400% in the next two and a half years.

Interesting fact:

Last time silver went up as much as today was November 2008. 

That was the bottom and silver went up 400% in the next two and a half years.
Gold Ventures 🟡 (@thelastdegree) 's Twitter Profile Photo

Silver is now so high even SantaCruz silver is making a profit 😉😆 $SCZ.v produces 16Moz AGEQ at $19 high cost producers provide EXTREME leverage at $30 Silver free cash flow becomes 176 million at 5.5x valuation becomes 976 USD Million or exactly a +1.000% stock

Luong Dong (@luongdongcfa) 's Twitter Profile Photo

$SCZ CN with massive volume. This #silver stock has outperformed the market and is especially one to watch with exceptional leverage to metal prices. The re-rate post acquisition is in the early innings.

$SCZ CN with massive volume. This #silver stock has outperformed the market and is especially one to watch with exceptional leverage to metal prices. The re-rate post acquisition is in the early innings.
Luong Dong (@luongdongcfa) 's Twitter Profile Photo

$CN CN is a junior explorer flying way under the radar. Look at the commitment from the ⁦Crescat Capital⁩ team. I will ride with them on this stock. It has been quiet pending local drill approvals but once this beast wakes up, watch out. A top holding, high conviction

$CN CN is a junior explorer flying way under the radar. Look at the commitment from the  ⁦<a href="/Crescat_Capital/">Crescat Capital</a>⁩ team. I will ride with them on this stock. It has been quiet pending local drill approvals but  once this beast wakes up, watch out. A top holding, high conviction
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

Precious metals bottomed and it’s time to play offense. Gold is almost back to its 2011 monthly highs. If that is the play book for the miners, there is a 85% upside from here. Game on.

Precious metals bottomed and it’s time to play offense. 

Gold is almost back to its 2011 monthly highs. 

If that is the play book for the miners, there is a 85% upside from here.  

Game on.
Elephant Investor (@long_elephant1) 's Twitter Profile Photo

Registered #silver going down again.. there's some heavy resistance the closer it gets to 30m but they can't keep with the demand. If it touches below 30m, the squeeze is going to dwarf 2011 by orders of magnitude. #silversqueeze

Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile Photo

Gold and other metals are breaking out after a decade of underinvestment by the majors. The supply of these critical resources for the next generation is in the hands of the explorers. Many of these companies are remarkably undervalued and can be found on the TSX Venture

Gold and other metals are breaking out after a decade of underinvestment by the majors.

The supply of these critical resources for the next generation is in the hands of the explorers.

Many of these companies are remarkably undervalued and can be found on the TSX Venture
TheHedgelessHorseman 🏇 (@comm_invest) 's Twitter Profile Photo

The first 2,000 m will probably be enough to know if Pucamayo is a full blown beast. Incredibly quick pay off potential. Valium and rational greed will be needed. Personally I think the chance of success is over 30% which would be incredibly high for a maiden campaign. $CN.V

The first 2,000 m will probably be enough to know if Pucamayo is a full blown beast.

Incredibly quick pay off potential. Valium and rational greed will be needed. Personally I think the chance of success is over 30% which would be incredibly high for a maiden campaign.

 $CN.V
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

Gotta love the timing of these headlines… never fail. “Gold is no longer a good hedge against bad times” – June 18, 2023 “Gold loses status as haven” September 20, 2022

Gotta love the timing of these headlines… never fail.

“Gold is no longer a good hedge against bad times” – June 18, 2023

“Gold loses status as haven” September 20, 2022
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

Forget about inflation, the labor market, or maybe even politics:   The chart below is likely the primary reason prompting the Fed to consider cutting interest rates.   Assuming current rates remain steady, the cost of servicing the Federal debt alone will approach 6% of GDP by

Forget about inflation, the labor market, or maybe even politics:
 
The chart below is likely the primary reason prompting the Fed to consider cutting interest rates.
 
Assuming current rates remain steady, the cost of servicing the Federal debt alone will approach 6% of GDP by
Luke Gromen (@lukegromen) 's Twitter Profile Photo

Interesting to see 10y UST yields rise ~55 bps in a little over 2 months with long-dated UST issuance at the lowest relative share in 20 years 👇. Imagine what would happen to yields & risk if Yellen termed out the debt (ugly)…& if she didn’t (bubblelicious & inflationary.)

Interesting to see 10y UST yields rise ~55 bps in a little over 2 months with long-dated UST issuance at the lowest  relative share in 20 years 👇.

Imagine what would happen to yields &amp; risk if Yellen termed out the debt (ugly)…&amp; if she didn’t (bubblelicious &amp; inflationary.)