Applying math to investing. Passionate about Juniors, PMS and Geopolitics. Buy me a Hot Chocolate with a Cookie on https://xitter.cf/t.co/NUBc8SFxJr ! Thanks !
Antwerp Gold District
Joined May 2014
- Tweets44.6K
- Following397
- Followers29.9K
- Likes83.8K
Pinned Tweet
#JUNIOR Portfolio
2026 October 23
+ Performance
+ Since 1 Week: -7.1%
+ Since 1 Month: -15.5%
+ Since 1 January: -1.3%
+ During 2020: -27.4%
+ During 2021: +32.1%
+ During 2022: +41.6%
+ During 2023: +78.0%
+ During 2024: +12.6%
+ During 2025: +258.4%
+ During 2026: -1.3%
+ Since 2020: +861.8%
+ Since 2021: +1225.7%
+ Since 2022: +903.2%
+ Since 2023: +608.4%
+ Since 2024: +298.1%
+ Since 2025: +253.6%
+ Since 2026: -1.3%
+ Averages
+ Average AAGR: +56.3%
+ Compounded CAGR: +38.2%
+ 1-Week Best
+ EVER: +4.5%
+ 1-Month Best
+ RDU: +37.5%
+ PRCG: +26.7%
When mon AMI asks you whether he needs to translate a Kazakh financial document written in Cyrillic into English before storing it, you know you’ve lost the plot. 😂🤖
Argentarii nos stultos putant. Qui nuntiant et qui res aestimant omnes iubentur nos ad aurum vendendum impellere. Omni venditori emptor adest. Is emptor C.B. appellatur.
Silver Santa retweeted
$PGLD.V - P2 GOLD
Six of the seven holes extended the zone south and southwest, and four ended in mineralization, so the zone is still open there.
These holes go into the updated resource estimate, which only takes holes finished by the end of October. More tonnes at the edges should add to that estimate, which comes before the feasibility study.
The resource estimate is still due later this quarter and the feasibility study in Q1 2027.
P2 Gold Extends Gold-Copper Mineralization along the Southwest Margin of the Lucky Strike Zone $PGLD.V tinyurl.com/2xhmhkno
Silver Santa retweeted
$EDM.V - EDM RESOURCES
Scotia mine: the 2021 PFS (after-tax NPV5 C$165M) used US$1.20 zinc and a US$0.80 loonie.
Today: ~US$1.73 zinc, and ~US$0.71 CAD.
On the PFS's own sensitivities:
+ Weaker CAD alone: ~C$218M
+ Higher zinc alone: ~C$300M
+ Both: ~C$330M
Market cap: ~C$40M 😀
$RDU.V - RADIUS GOLD
Radius Gold Reports Change in Exploration Management and Provides Update on Tierra Roja Drill Program, by @TheNewsWire
I know. Good pick.
$EDM.V - EDM RESOURCES
Scotia mine: the 2021 PFS (after-tax NPV5 C$165M) used US$1.20 zinc and a US$0.80 loonie.
Today: ~US$1.73 zinc, and ~US$0.71 CAD.
On the PFS's own sensitivities:
+ Weaker CAD alone: ~C$218M
+ Higher zinc alone: ~C$300M
+ Both: ~C$330M
Market cap: ~C$40M 😀
#GOLD You can't make the blind see.
Only 10% of miners remain above their 200-day moving averages.
Historically, readings this low have coincided with important bottoms for the industry.
Long-term-minded investors know what to do here.
tavicosta.substack.com/p/top…
#GOLD You can't make the blind see.
A reminder:
If gold miners were a single sector, they would have the cleanest balance sheets, the strongest profit margins, and the most attractive valuations in the market today.
tavicosta.substack.com/p/top…
$PGLD.V - P2 GOLD
Six of the seven holes extended the zone south and southwest, and four ended in mineralization, so the zone is still open there.
These holes go into the updated resource estimate, which only takes holes finished by the end of October. More tonnes at the edges should add to that estimate, which comes before the feasibility study.
The resource estimate is still due later this quarter and the feasibility study in Q1 2027.
P2 Gold Extends Gold-Copper Mineralization along the Southwest Margin of the Lucky Strike Zone $PGLD.V tinyurl.com/2xhmhkno
China PM Daily - 中国贵金属日报 · Oct. 28, 2026 · Silver up 0.70% and gold up 0.65% on SGE; SHFE silver stocks fall 3,742 kg; gold/silver ratio 74.6.
#NARRATIVE telling us to #SELL
Add this to the narrative on the gold filled asteroids, on the alchemists turning mercury into gold, and the newly found gold desposits. The narrative tells you to sell, while the central banks and China are buying all they can. #SMART
Asia-Pacific Miners Daily - 亚太矿业日报 · Oct. 28, 2026 · Australia's miners rose 1.9% on average, Australia Gold +2.6%.
North America Miners Daily - 北美矿业日报 · Oct. 27, 2026 · USA's miners rose 3.4% on average, SILJ best at +4.2%, and Canada's rose 3.5%.
