Partner of our awesome family business. Former mining exec who loves good stories If I post for a company - you know it's someone I would invite to my house.
Nova Scotia, Canada
Joined April 2022
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- Following1.5K
- Followers879
- Likes7.9K
Well said @TaviCosta
Silver miners just broke above a decade-long resistance line relative to silver itself.
To me, that was one of the most important moves we saw today.
tavicosta.substack.com/p/a-d…
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Sean Tufford retweeted
Elon Musk becomes deeply moved, and deadly serious, when Bret Baier asks him why he called Sen. Mark Kelly a "Traitor" for pushing to send more US aid and weapons to Ukraine.
Watch every second of his response.
"We should have empathy for the thousands of people dying everyday in the trenches. For no movement in the lines. For the past two years thousands of people have died every week for nothing."
"I take great offense at those who put the appearance of goodness over the reality of it. Those who virtue signal and say we can't give into Russia, but have no solution to stopping thousands of kids dying every day."
"I have contempt for such people and I want to make that clear. Because they're virtue signaling and their lack of a solution means that kids don't have a father. It means parents lost a son. For what? Nothing."
Sean Tufford retweeted
🔵 CON 45 AÑOS
-Te divorcias.
-Se lo cuentas a tus padres.
-Tu madre pregunta quién se queda con la casa.
-Tu padre dice que antes los matrimonios aguantaban más.
-Tu exmujer se queda viviendo en el piso.
-Tú te mudas a un apartamento de 40 metros.
-Tu abogado te explica cuánto tendrás que pagar cada mes.
-Tu hijo te pregunta si ahora tendrá dos regalos de cumpleaños.
-Tu amigo divorciado te recomienda disfrutar de la soltería.
-Tu cuñado te propone invertir en un negocio de placas solares.
-Tu suegra te sigue llamando para arreglarle el WiFi.
Al final llevas 5 días divorciado, tienes 2 hipotecas emocionales, 3 grupos de WhatsApp familiares y tu madre ya te está buscando pareja.
A los 30 te divorcias y empiezas una nueva vida.
A los 45 te divorcias y empiezas a pagar dos.
Y tu cuñado ya te ha ofrecido ser SOCIO de una empresa que todavía no existe.
Sean Tufford retweeted
La diferencia entre DIVORCIARTE CON 30 AÑOS y DIVORCIARTE CON 45 AÑOS:
🔴 CON 30 AÑOS
-Te divorcias.
-Se lo cuentas a tus amigos.
-Te dicen que todavía eres joven.
-Tu madre dice que encontrarás a alguien mejor.
-Te apuntas al gimnasio.
-Te descargas Tinder.
-Empiezas una nueva vida.
🔵 CON 45 AÑOS ↓
Dynamite post, @ThiedeInvests .
I agree with you. @AyaGoldSilver is about as blue chip as you can get in the entire industry.
Love the company - Heading to Morocco to see the mines in 2027!
$AYA.TO I expect Aya Gold & Silver to finish 2026 with roughly $230–250 million USD in cash, a minimum of $350 million by the end of 2027, and a minimum of $500 million by the end of 2028, while continuing to pay down the remaining EBRD debt on Zgounder. At these levels the company should be in a strong position to fund the majority of Boumadine from internal cash flow, supplemented by a modest amount of project debt if needed - consistent with management’s stated goal of minimizing dilution.
If silver prices were to weaken, Aya retains the option to draw additional financing from EBRD (or other lenders/offtakers). Once Boumadine is in production, the company is expected to generate well over $1 billion in annual revenue under current price assumptions, with the stock having the potential to trade at 2–5× today’s levels as construction, first production, and ramp-up milestones are achieved.
This outlook does not include further exploration success. Given the size of the land package, additional discoveries remain a realistic possibility and would provide further upside.
At $200 silver (roughly 4× the current PEA base-case assumption of $50), Boumadine’s economics would improve dramatically. Life-of-mine revenue and free cash flow would scale substantially higher - likely pushing average annual free cash flow into the $1.5–2.5+ billion range once fully ramped - depending on gold, zinc, and lead prices as well.
Combined with Zgounder, Aya could become a multi-billion-dollar annual cash-flow generator. In such an environment the equity would likely re-rate well beyond the 2–5× range referenced above, potentially several multiples higher, as the market prices in both the elevated cash flows and the strategic scarcity of large, high-margin silver-gold assets.
Aya remains a solid multi-year holding, with particularly asymmetric upside if silver moves into triple-digit territory.
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Story #15: The Question Every M&A Advisor Should Ask - "Before we spend $100 million buying this company, how many of its customers can we actually reach today?"
Not how many are in the CRM.
Not how many existed five years ago.
Not how many appear in a slide deck.
How many can actually be reached?
If nobody can answer that question, the deal is a lawsuit waiting to happen.
Investment bankers verify earnings.
Lawyers verify contracts.
Accountants verify assets.
@TuffordGroup - verifies the customers.
For more information: tufford.com/
[email protected]
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Jimmy Gravel - CEO
Slam Exploration - TSXV: SXL, OTCQB: SXLXF
A Story of Gold Discoveries - Exploring for gold, copper, zinc, and other critical elements in the Bathurst Mining Camp – New Brunswick Canada.
slamexploration.com/
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Sean Tufford retweeted
Let’s go!
Great start to Sunday taking out that $52 barrier. Silver has some fight in it finally
Sean Tufford retweeted
GOLD AND SILVER START THE WEEK STRONG.
MICHAEL OLIVER SAYS 🟨 $4,400 GOLD AND ⬜️ $65 SILVER ARE THE HUGE LIFTOFF POINTS
WHERE GOLD THEN EASILY GOES TO $8,500 - AND MAYBE WELL INTO 5 FIGURES SUMS.
Sean Tufford retweeted
💯 Agree. It’s disgusting, and for you and your family, it must be so incredibly painful.
To see leftist podcasters, comedians, and commentators laugh about political assassination as though it’s entertainment and the destruction of a human life is a punchline, is beyond disgusting.
My husband, Charlie Kirk, was killed in an act of political violence, something our two children and I will live with every day for the rest of our lives.
A culture that laughs at assassination is one of profound moral decay. It threatens the very foundation of our country and the principles that hold our democracy together.
You do not have to agree with someone’s politics to recognize the value of their life. This should not be so hard.
Political violence must never be something this country tolerates, excuses, or celebrates.
Sean Tufford retweeted
To see leftist podcasters, comedians, and commentators laugh about political assassination as though it’s entertainment and the destruction of a human life is a punchline, is beyond disgusting.
My husband, Charlie Kirk, was killed in an act of political violence, something our two children and I will live with every day for the rest of our lives.
A culture that laughs at assassination is one of profound moral decay. It threatens the very foundation of our country and the principles that hold our democracy together.
You do not have to agree with someone’s politics to recognize the value of their life. This should not be so hard.
Political violence must never be something this country tolerates, excuses, or celebrates.
Sean Tufford retweeted
Ice cream used to be cream, sugar, eggs and vanilla.
Now it's guar gum, carrageenan, polysorbate 80, and a carton that says 'frozen dairy dessert.'
Big Food turned a treat into a lab project.
Read the label.
Buy real ice cream!
MAHA
Thanks, @minenergybiz - this is very interesting.
Overview: How far below their 52-week highs are the leading Gold and Silver producers? ⛏️👇
Newmont is showing impressive relative strength. 🥇
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