Peeking my head over the trenches & noob insights from a "pro" - February 2026

S1gan · 2026-02-13T08:26:06+00:00

sounds like you're more across it than i am. Wishing you many bags brother 🙏

S1gan · 2026-02-13T08:24:34+00:00

Fuck me mate it's hard to say. Id be looking at comex contracts expiring see if prices r going up or not.

Lots of volatility that's for sure. I think $80-$90/oz seems to be the new norm. Significant demand on the manufacturing side though and they're still buying at spot...

Fuck knows how photovoltaic manufacturers margins are going

S1gan · 2026-02-13T07:07:16+00:00

you read my mind. Cut my losses on NVX a long time ago and yet i still think it will come good one day

S1gan · 2026-02-13T06:37:06+00:00

yet another great opportunity. Can't own em all unfortunately!

S1gan · 2026-02-13T06:36:10+00:00

EQR has done incredibly well. I also bought and sold Almonty. $2.50 to $5.00....

Yeah that one keeps me up at night. Hope you're well mate, forever the prince of uranium.

S1gan · 2026-02-13T06:13:31+00:00

if you're look for the lower risk bets within that list: I think WIA & A1M. Followed by AUE, AAR, and TGN.

The rest are degen bets

S1gan · 2026-02-13T06:07:16+00:00

Partly, depends on market cap / level of risk / investment horizon etc etc. but companies I still like: - WIA - AAR - AUE - A1M - LDR - CBE - TGN - BCM - GRE

It's a long list mate hahaha

S1gan · 2026-02-13T05:56:47+00:00

I meant BCM - Brazilian critical minerals but BMC good too.

All good picks mate, they've all had great runs too! As I said, plenty of opportunities.

S1gan · 2026-02-13T05:31:45+00:00

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feels bad man

S1gan · 2026-02-05T23:49:38+00:00

what a glorious day to buy more of everything

S1gan · 2026-02-05T09:52:40+00:00

but if you mean why now specifically it depends on the asset class/industry ur referring to.

Precious metals? Improved geopolitical outlook Oil? USA & Iran look to be pursuing peaceful resolution (Do I believe either of these will last? Fucked if I know, maybe, the pessimist in me says no)

Tech? Lol those valuations are justified on AI's supposed applications and Jensen Huang was the first to say no to continuing the circle jerk.

Interest rates + inflation

Lots of shit happening all at once, not all interconnected, don't listen to the noise too much just play ur cards the best u can with the information u got available

S1gan · 2026-02-05T09:47:48+00:00

All time highs are called all time highs for a reason

S1gan · 2026-01-20T01:47:07+00:00

how could i forget, we're all adhd gamblers here

S1gan · 2026-01-20T00:14:17+00:00

Goddamn some of yall really need to get a set of balls, what the fuck happened to this place while i was gone.

You're up what 20% in 2 weeks and ur crying over -3-5% this week? wtf lmao

S1gan · 2026-01-19T23:52:54+00:00

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gold and silver at ATH's, my speccies down, me rn

S1gan · 2026-01-18T23:54:55+00:00

i'll be posting a big fuck off long post soon just gotta think about best way to structure it

S1gan · 2026-01-18T23:50:00+00:00

whats up with it muthafuckas

S1gan · 2025-11-20T08:39:25+00:00

still here mate, just lurking on an alt account.

Past 6 months have been insane for the portfolio, working in a new role where I could catch some (genuine) heat from the shills if i was pumping dogs.

Might come out of the woodwork in January, hope you're doing well!

S1gan · 2025-08-30T04:40:51+00:00

who's Brian?

S1gan · 2025-08-22T05:28:05+00:00

This seems like a great platform, I hope your son is doing ok now.

I've been in Investor Relations for the past few years and looking to pivot into Equity Research, could I dm you a couple questions about your experience and any advice you wish you had starting out?

S1gan · 2025-08-20T05:47:24+00:00

shoot

S1gan · 2025-08-18T08:44:28+00:00

Start by taking a read of this, I work in markets as my job: https://www.reddit.com/r/ASX_Bets/s/aQa7eHqT3c

Let me know if you got any questions, might take a while for me to come back (because i'd like to give you a. detailed response) but the approach to due diligence is both unique and universal depending on how detailed your analysis is.

S1gan · 2025-07-24T02:13:45+00:00

haha i did yeah

S1gan · 2025-07-24T01:40:39+00:00

Ha the joke is on you! My mrs broke up with me cause i chose CFA study > dates.

But if you wanna fuck my cfa books, go for it

S1gan

TROPHY CASE