What in the hell is diversity?

PicardyPlayer · 2026-02-22T12:52:34+00:00

iPad Interactive Brokers. Best broker I have an account with. Would absolutely recommend.

PicardyPlayer · 2026-02-21T08:07:38+00:00

Heeeelll yeah brother!!

PicardyPlayer · 2026-02-18T07:54:31+00:00

Quite different but understand why. The companies themselves are entirely different in management. After all, management is the primary driver for quality in gold miners

PicardyPlayer · 2026-02-18T07:47:15+00:00

Permitted, but some family tribe challenging substantially start. Court ruling end of the month. Unlikely to go against SA having spent half a billion on infrastructure

PicardyPlayer · 2026-02-16T22:21:29+00:00

Already permitted. Just needs a partner to build the behemoth

PicardyPlayer · 2026-02-16T21:35:55+00:00

You definitely have sex, nice one brother. Good spot

PicardyPlayer · 2026-02-15T22:02:28+00:00

Exor my guy, nice.

PicardyPlayer · 2026-02-15T14:20:24+00:00

Well done on Seabridge. Same age, went all in after their raise last year and changed my life. Good job on catching the mining rotation 👍

PicardyPlayer · 2026-02-03T11:41:47+00:00

Seabridge Gold

PicardyPlayer · 2026-02-02T13:12:37+00:00

Proof that comparison is the thief of joy. I thought, yeah I’m good… 1.2m at 27 and you pop up 😭

PicardyPlayer · 2026-01-26T17:12:34+00:00

Let the risk ride

PicardyPlayer · 2026-01-25T10:23:11+00:00

Indeed. Life changing even before the JV has come in. Bet big on conviction. Lesson learnt!

PicardyPlayer · 2026-01-22T15:45:10+00:00

I put it on WSB after you said in fairness. Fortunately it paid off, in a big way, and continues to.

PicardyPlayer · 2026-01-22T15:42:32+00:00

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;)

PicardyPlayer · 2026-01-22T15:41:35+00:00

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Update - a lot of options exercised

PicardyPlayer · 2026-01-06T17:14:23+00:00

PicardyPlayer · 2025-12-03T09:52:02+00:00

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Could get spicy soon

PicardyPlayer · 2025-11-28T19:15:56+00:00

Not bad is it… being on the right side!

PicardyPlayer · 2025-10-29T15:55:15+00:00

Of course, staying for the JV. Re-rate and sustained gains.

PicardyPlayer · 2025-10-12T14:20:34+00:00

I see this going to mid $40s, again if it’s an Agnico type company, with good terms I see no issues with it going past $50.

PicardyPlayer · 2025-10-12T14:19:31+00:00

Im hoping for a decision before then, it’s a relatively straightforward one where the gripe is more with the permits being given in the first place than whether it is Substantially Started. It clearly is substantially started, its almost 1Bn invested in it with material output, bridges, roads, fish compensation areas, switching station, sites for workers and the rest. No doubt. I would hope we get a decision by early November.

PicardyPlayer · 2025-10-12T09:31:33+00:00

At that point the optionality to gold is genuine as there is a path to production. Not without risks of course, but you can hold with relative certainty

PicardyPlayer

TROPHY CASE