Livin' in the new world, with an old soul
Joined September 2013
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There is going to be a major revaluing of gold and gold miners. In 1932, gold and gold miners as a percentage of total global assets accounted for 20%. In 1948 that number was 30%. In 1981 that number was 26%. At the end of 2024 that number is 1%...ONE PERCENT.
Most people focus on the price. It's more accurate to focus on gold in relation to the money supply. We are early still in the cycle. No one has missed anything yet.
At todays price of $2940 we are 75% below the 1980 peak when you adjust for money supply.
Kristoffer Söderlind retweeted
Miners and large juniors are showing resilience.
Gold is down 30% and Silver 60%, yet GDX/Gold and GDXJ/Gold are flirting with breakouts from 13-year-long bases.
This is atypical after peaks in metals.
When the bull market resumes, miners and juniors look poised for significant outperformance.
Kristoffer Söderlind retweeted
💸💸
BREAKING: US federal debt surged +$422 billion in October, to a record $40.6 trillion.
Since July 1st alone, US federal debt has soared +$1.2 trillion, averaging +$300 billion per month.
This is equivalent to an increase of ~$10 billion per day.
As a result, the US total public Debt-to-GDP ratio is up to 123%, the highest since the 2020 pandemic peak.
Meanwhile, the Treasury borrowed a record $839 billion through auctions of Treasury bills and notes last week, with the majority going toward repaying holders of maturing bills.
This surpassed the previous all-time high of $834 billion set during the same period in 2025.
The US debt crisis is in full-swing.
Kristoffer Söderlind retweeted
Four #silver #junior #stocks I consider among the BEST BUYS right now:
#1: $EXN.v | Excellon Resources
EXN has +122.5% upside just to reclaim its August high. At Friday’s low, it had suffered a -58% drawdown in just two months.
It’s also showing a bullish divergence: the share price is making a lower low while RSI makes a higher low. That can signal selling exhaustion and a potential bottom.
I see EXN as one of the best buying opportunities in my portfolio right now. It has been one of the biggest casualties of this selloff, yet it’s entering production as we speak.
STRONG BUY.
#2: $GRSL.v | GR Silver Mining
During Friday’s massacre, GRSL hit $0.220 before buyers stepped in with serious firepower. On five times its average daily volume, the stock recovered to close at $0.250, up +6.4%.
That’s impressive on a day when #Silver and #SILJ both closed roughly -6% lower.
At Friday’s low, GRSL needed a +105% rally just to reclaim its August high. It was also down roughly -71% from its 52-week high of $0.750. Even after Friday’s recovery, that high remains +200% above the closing price.
GRSL is cashed up, with no near-term financing pressure and an active pipeline of assay results ahead. Not long ago, it drilled the best #silver intercept reported globally in the past five years. Further high-grade discoveries could provide powerful catalysts for a rally from these depressed levels when metals turn higher.
GRSL is the explorer/developer I’ve added to most during this downleg.
STRONG BUY.
#3: $SSV.v | Southern Silver Exploration
After delivering a +902.44% rally from its 2024 lows and a +535.37% rally from its April 2025 lows, SSV is once again offering what I consider an exceptional buying opportunity.
At its latest low, it was roughly -70% below its 52-week high and -53.15% below its August peak. This stock has been absolutely massacred.
Like EXN, SSV is showing a bullish divergence: price has made a lower low while RSI has made a higher low. Another potential sign of selling exhaustion.
SSV also closed green on Friday, with six times its average daily volume. I believe a +50% to +100% rebound over the next 1 to 3 months is well within reach. (easy down = easy up, just hang in there!)
From its latest close, SSV needs roughly +95% just to reclaim its August high.
Its previous rally delivered +80.67% in 57 days, following a -40% correction. This downleg has reached -53.15% from the August high. I expect a powerful reversal once it bottoms, and I believe that bottom is close.
SSV is one of my five largest positions. I trimmed SSV a few weeks ago and have since been rotating capital back into it as it becomes increasingly oversold. At these levels, it’s getting very difficult to ignore.
A must-own for me and for anyone that wanna make money months ahead. STRONG BUY.
#4: $AGX.v | Silver X Mining
This junior producer has increased its resource base by more than 200% since the January peak. Production has improved, and the company continues to ramp up following substantial investment, delivering impressive progress quarter after quarter.
The share price has reflected some of that progress. AGX is one of the few #silver stocks that have continued making higher lows since June. That relative strength deserves attention.
AGX rallied +1129.48% in 298 days during its 2025 run. Today, it’s a stronger company, still ramping up and improving on several fronts. When the sector turns, I believe AGX has the potential to deliver even more torque!
Its July/August rally produced an +82.75% gain in just 57 days. A reminder that when #silver moves higher, AGX still sprint.
I’ve been extremely impressed by the company’s progress over the past six months and by how the CEO and team continue to deliver. That’s why I’ve made AGX my second-largest position for the foreseeable future.
TAKE ADVANTAGE.
Leave #Crypto, leave #tech - Make #EASY #MONEY from one of the worst selloffs in #silvers history.
Congrats to those that can buy these levels, im fully invested now and need to endure any further downside without being able to take advantage. Bottom is close and im not worried, im just jelous of those that can buy coming days down here.
I appriciate any resposts 👊
#Silver #miners #miningstocks
Kristoffer Söderlind retweeted
Silver X files NI 43-101 Technical Report confirming significant growth in Nueva Recuperada’s mineral resources.
The updated report confirms 10.4 Mt at 202 g/t AgEq, containing 67.3 Moz AgEq, including 38.8 Moz of silver. Measured & Indicated silver resources have increased by 189% compared to May 2025.
The update highlights the growth of Red Silver, the district’s highest-grade silver resource, and the addition of a large bulk-tonnage deposit at Blenda Rubia within the Plata Mining Unit.
With a stronger resource base and approximately 85% of the 2025 PEA mining inventory now in Measured & Indicated categories, Silver X continues advancing its district-scale growth strategy in Peru.
TSXV: #AGX | OTCQX: #AGXPF | FRA: #AGX
#SilverX #Silver #Mining #Peru #MineralResources #NuevaRecuperada
Kristoffer Söderlind retweeted
Sometimes all you need is a headline like this.
We are likely in the bottoming process for precious metals.
Miners oversold.
Metals positioning overly bearish.
U.S. dollar overvalued and overbought.
Rates rolling over.
tavicosta.substack.com/p/ech…
H/t to @SamsonLi7
Tipsar ännu en gång om MLbörspodd. Tycker de gör an fantastiskt bra podd för oss som är intresserade och investerade mot
#gold #silver #miners
Kul med en svensk podd inom detta!
youtu.be/3khqs1sY89k?is=PUiZ…
Jobbsiffror från usa framöver borde ju inte se svinbra ut
Microsoft said it is offering buyout packages to roughly 60,000 employees—about 27% of its workforce—in a potentially monumental workforce restructuring.
Read more: forbes.com/sites/maryroeloff…
📸: Smith Collection/Gado via Getty Images
Kristoffer Söderlind retweeted
Excellon is building a silver producer with growth potential beyond the Mallay restart.
In this excerpt from Precious Metals Summit Beaver Creek, President & CEO Shawn Howarth discusses how delivering results at the Mallay Silver Mine can create value. He also highlights the exploration upside at Tres Cerros and why he sees that growth potential setting Excellon apart among silver producers.
Watch the clip below.
$EXN $EXN.V $EXNRF
#Silver #Mining #Peru
Man får en ganska bra syn på hur sentimentet är bland vanligt folk när det kommer till Guld när man läser kommentarerna i denna tråden, ser ut som Extreme fear bland folket.
Perfekt
Gold has already corrected nearly as much as it did in 2008.
Yet many are acting as if the selloff has only just begun.
I see an opportunity.
If this is the secular bull market I believe it is, we won’t get many chances to buy after a pullback like this, in my view.
tavicosta.substack.com/p/ech…
Mitt största silverinnehav
$AGX.V - Silver X Mining
+1120% in 298 days the last leg up.
Since then the company have increased their resource base with like 200%, ramped up production and is cashed up (around $50M in cash).
The next bullrun, AGX will run as a stronger better and more well financed company. You don't own enough shares here.
Watch AISC come down while production keeps growing together with rising metals and active newsflow.
This stock will RALLY HARD.
If im loaded? YES I AM.
#Silver
Kristoffer Söderlind retweeted
$AGX.V - Silver X Mining
+1120% in 298 days the last leg up.
Since then the company have increased their resource base with like 200%, ramped up production and is cashed up (around $50M in cash).
The next bullrun, AGX will run as a stronger better and more well financed company. You don't own enough shares here.
Watch AISC come down while production keeps growing together with rising metals and active newsflow.
This stock will RALLY HARD.
If im loaded? YES I AM.
#Silver
Kristoffer Söderlind retweeted
Hycroft Drills New Best Hole Ever
Read the release: hycroftmining.com/press-rele…
$HYMC #silver #gold #mining
Kristoffer Söderlind retweeted
🚨Scott Bessent Confirmed It: Another Bretton Woods Is Coming In The Next 4 years
Treasury Secretary Scott Bessent says “over the next four years we will have to have another Bretton Woods moment.” That’s the reset window.
They’re literally engineering a financial crisis all over again:
They let the debt pile and bond market strain first. Foreign buyers pull back. Yields spike. Washington steps in with buybacks and “temporary” measures while the public is told it’s just “managing the market.” Crisis pressure creates the political cover for a new monetary architecture.
Then comes the stablecoin economy:
Bessent has been explicit: dollar stablecoins could swell into a multi-trillion-dollar market and become a massive new buyer of U.S. Treasuries. Under the GENIUS Act, regulated dollar stablecoins are supposed to be fully reserved in ultra-short-term Treasuries. Every new digital dollar minted becomes forced demand for government paper.
The dollar stays the unit of account, now riding internet rails instead of 1944 plumbing.
That’s the upgrade: keep dollar dominance, but reroute demand through a programmable, 24/7, globally exported stablecoin layer.
The next version they are talking about: Gold in the vaults settled on blockchain, dollar stablecoins on the rails, and a rewritten set of global rules after the current system is strained enough that people accept the swap.
This is exactly why London Metals Exchange (LME) head joined the crypto firm Ripple for tokenization of gold on XRPL, now available through @Trensik_com.
The famous City Of London banker Lord Belgrave already warned about how central banks, IMF and BIS have been planning the new monetary order.
Own Gold. The dollar debasement is coming.
Jag har ökat rätt rejält sista dagarna i $EXN.V
The Mallay Silver Mine is ramping up. $EXN.V is drilling to find out how much bigger it could become.
In this @CruxInvestor clip, President & CEO Shawn Howarth explains what the team is testing beneath the existing workings at our Mallay Silver Mine in Peru.
Alongside drilling to extend known mineralized shoots, a deeper program is investigating the potential intrusive source behind Mallay’s vein system. Planned downhole electromagnetic (DHEM) surveys will help guide further drilling and build a clearer picture of what lies below.
Shawn discusses why that deeper exploration matters for Mallay’s future, while the immediate priority remains ramping up the mine.
$EXN $EXNRF | FRA: E4X2
#Silver #Exploration #Peru #Mining
Kristoffer Söderlind retweeted
The Mallay Silver Mine is ramping up. $EXN.V is drilling to find out how much bigger it could become.
In this @CruxInvestor clip, President & CEO Shawn Howarth explains what the team is testing beneath the existing workings at our Mallay Silver Mine in Peru.
Alongside drilling to extend known mineralized shoots, a deeper program is investigating the potential intrusive source behind Mallay’s vein system. Planned downhole electromagnetic (DHEM) surveys will help guide further drilling and build a clearer picture of what lies below.
Shawn discusses why that deeper exploration matters for Mallay’s future, while the immediate priority remains ramping up the mine.
$EXN $EXNRF | FRA: E4X2
#Silver #Exploration #Peru #Mining
Kristoffer Söderlind retweeted
K92 Mining announces strong Q3 2026 production of 49,776 oz AuEq, its second-highest quarterly result, alongside multiple operational records.
During the quarter, Kainantu also surpassed one million oz AuEq produced since commercial production began in February 2018. This significant milestone reflects K92’s growth through exploration success, multiple phases of expansion and strong operational and project execution.
Q3 2026 highlights:
🔸 Production of 49,776 oz AuEq, comprising 46,063 oz gold, 1,948,951 lbs copper and 55,746 oz silver
🔸 Record ore processed of 250,042 tonnes, up 82% YoY and 11% from Q2 2026
🔸 Record mine development of 3,486 metres, up 41% YoY, including a new monthly development record of 1,220 metres achieved in July
🔸 Record total material mined of 485,812 tonnes, up 37% YoY and 14% from Q2 2026
🔸 Record ore mined of 252,744 tonnes, up 66% YoY
🔸 Strong recoveries of 94.1% for gold and 94.9% for copper, exceeding Updated DFS recovery parameters. Gold recoveries exceeded the Updated DFS parameter for the 10th consecutive quarter
The new 1.2 Mtpa Stage 3 Expansion Process Plant continued to perform well, achieving record monthly throughput of 92,937 tonnes in September. Daily throughput reached 3,725 tonnes on September 19, 13% above the plant’s design capacity.
First stope ore from the third mining front was delivered in September, while five new 60-tonne surface trucks commenced operating during the quarter. The Baupa and Kokomo bridges and the Kasese river crossing are now complete, tripling payload capacity from 20 tonnes to 60 tonnes, with remaining haul-road upgrade works nearly complete.
Electrification of the Phase 4 Primary Ventilation Upgrade was also completed during Q3, with completion of commissioning targeted for the second half of October. The upgrade is expected to increase primary mine airflow capacity from approximately 350 m³/s to 600 m³/s.
As at September 30, 98% of Stage 3 Expansion growth capital had been spent or committed, with the expansion remaining on budget.
K92 reiterates its 2026 production guidance of 190,000 to 225,000 oz AuEq, with production expected to be strongest in Q4.
🗣️ “Looking ahead, Q4 is expected to deliver a further step forward as the second and third mining fronts continue to ramp up and key infrastructure projects are completed. Commissioning of the Phase 4 Primary Ventilation Upgrade, completion of the remaining haul road ancillary upgrades and continued deployment of the new 60-tonne surface trucks are expected to increase material movement capacity and improve operating flexibility. Together with a planned higher-grade stoping sequence and the continued strong performance of the Stage 3 process plant, these improvements position us for our strongest production quarter of the year and reinforce our confidence in achieving full-year guidance.”
— David Medilek, CEO & Director
Read the full news release: loom.ly/56X1WV4
base:0x80b84b63c88d054d300d51e801c2a65e20d44b07 $KNTNF
