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Valarian (@Valarian11) profile picture

Valarian

@Valarian11

Chemical Engineer + Value Investor (Gold | Silver | Platinum | Uranium | Vanadium | Commodities | Shipping | Hemp).

 Belgium
Joined August 2019
  • Tweets16.2K
  • Following378
  • Followers5.6K
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Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)Photo by Valarian (@Valarian11)
Top 55 portfolio Green = positive Yellow = <-20% Orange= -20%+ #gold #silver #uranium #copper #oil #vanadium #tin #potash #zinc #platinum #palladium #REE #coal
Image from Valarian (@Valarian11)
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Cerrado Gold ($CERT.V - $CRDOF) reported a 21% increase in Q3 2026 production and we will be at the upper end of our 2026 production guidance of 50-60K ounces. This will be the floor level moving forward, and we expect to continue building on that base as we advance toward the 100K oz production target in the coming years. #gold
Image from Cerrado Gold (@CerradoGold)
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$CRON I will never get over the market giving this away as a net-net as recently as last year. Flawless execution every quarter and still only getting started. Juggernaut in the making. Permanent hold.
Image from Dylan Marrello (@ragingbullcap)
Image from Dylan Marrello (@ragingbullcap)
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$TGA.L UBS have Thungela trading <0.5x EV / EBITDA on current coal strip
Image from fidel 🇵🇸 (@fidelcashflows)
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Valarian retweeted
Tim Hack (@realTimHack) profile picture
Tim Hack
@realTimHackNov 5
Isn't it funny? So many people out there are calling this a bull trap (those conditioned by the last 9 months). But it's a bear trap. Gold turned around at the last moment and caught the bears during orgasm. Now Gold is aiming for $10,000. It has formed a wedge and a cup$handle (charts below).
Image from Tim Hack (@realTimHack)
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Valarian retweeted
Winston Wolfe (@MrWWolfe) profile picture
Winston Wolfe@MrWWolfeNov 4
Gold - If this is a false breakdown, that's quite bullish for gold.
Image from Winston Wolfe (@MrWWolfe)
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Valarian retweeted
FwdQuarter (@FwdQuarter) profile picture
FwdQuarter
@FwdQuarterNov 3
$SM Q3'26: FCF: Adjusted free cash flow of $397m Net income: $93m (adjusted: $465m) EPS: $0.39 per diluted share (adjusted: $1.95 per diluted share)/share ~$400M merger run-rate synergies, 2x original target Synergy NPV-10 up to $2.0B from $1.8B
Image from FwdQuarter (@FwdQuarter)
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Why spend money on anything else during a melt up?
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$BRC.v Came down to C$0,725 to end the day at C$0,77... Almost closed the gap but not yet
Valarian (@Valarian11) profile pictureValarian@Valarian11Oct 25
Replying to @TaviCosta
Yes the pullback should be very close to end. Here for example Blackrock Silver $BRC.TO Red green gap at C$0,72 and at C$1,87. Now at C$0,74.
Image from Valarian (@Valarian11)
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The gap closed
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Bloomberg (@business) profile picture
Bloomberg
@businessNov 3
Central banks expanded their gold reserves at the fastest pace since the end of 2024 in the third quarter, the World Gold Council says bloomberg.com/news/articles/…
Central Banks Buy Gold at Fastest Pace Since 2024, WGC Says

Central Banks Buy Gold at Fastest Pace Since 2024, WGC Says

Central banks bought gold at the fastest pace since the end of 2024 in the third quarter, even as the metal faced pressure from higher oil prices and interest rates.

bloomberg.com
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I already laid out 2 powerhouses. 1) Silvercorp $SVM for silver, copper, gold 2) Energy fuels $UUUU for uranium and rare earths Now we have 3) Organigram $OGI as a global cannabis leader backed by British American Tobacco. The synergies vs market cap should be 8-9%. Impressive
Image from Valarian (@Valarian11)
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When I compare the synergies with SM + Civitas (4-7% merger last year. The share price doubled in the next 12 months + they paid dividends. With OGI + ACB the synergies are even better. In both scenarios the companies were trading below 0,5x book value.
Image from Valarian (@Valarian11)
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Today we announced Organigram has entered into an arrangement agreement to acquire @Aurora_MMJ, uniting #OGI recreational leadership and growing international presence with #ACB global medical cannabis platform and EU-GMP certified manufacturing capabilities. Full and fair value for shareholders. Unanimous support of both Boards. A global leader in the making. Read more details here: OrganigramXAurora.com
Image from Organigram Global (@Organigram_Inc)
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Headline: DJ Organigram Global Inc. (OGI) Halted due to pending news Headline: DJ Aurora Cannabis Inc. (ACB) Halted due to pending news $OGI $ACB $CURA.TO
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Fireweed Metals (TSXV: FWZ | OTCQX: FWEDF) has received final approval to graduate to the Toronto Stock Exchange. Fireweed's common shares are expected to begin trading on the TSX at market open on November 5, 2026, under the existing symbol "FWZ", and will be delisted from the TSXV at market close on November 4, 2026. No action is required by current shareholders. We look forward to this next chapter as we advance Mactung toward a Feasibility Study and Final Investment Decision and continue to unlock the potential at Macpass. 🔗fireweedmetals.com/news-rele… #Fireweed #FWZ #TSX #CriticalMinerals #Tungsten #Zinc #Lead #Silver #Gallium #Germanium #Mactung #Macpass #Yukon #Mining #LundinGroup
Image from Fireweed Metals (@FireweedMetals)
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BREAKING: Ukraine has just struck Russia's Yaroslavl oil refinery, the 5th largest in the country, setting it ablaze at several parts of the facility. It is the fifth major Russian oil facility hit in the past five days.
Image from The Hormuz Letter (@HormuzLetter)
Image from The Hormuz Letter (@HormuzLetter)
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zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeNov 2
*FIVE EXPLOSIONS HEARD ON IRAN'S QESHM ISLAND: IRNA
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BREAKING: Iran directly rejects today's reports of a US-Iran deal breakthrough, saying "no new developments have occurred in this regard." Oil prices crashed nearly 8% today based on the false claim of a breakthrough. Iran says "definitely no new events or actions will take place" until the US fulfils all of Iran's 7 conditions.
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Bid Bird (@BidBird10) profile picture
Bid Bird
@BidBird10Nov 2
Uranium LT price jumped $1.50 (+1.55%) to $98/lb in October 🎃 Term price is up 13% YTD Three digit LT uranium price (officially quoted) in 2026?
Image from Bid Bird (@BidBird10)
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Valarian retweeted
Grok (@grok) profile picture
Grok
@grokNov 2
Replying to @uselinkinv
US official gold reserves: 261,498,926 troy ounces. At $4,000/oz that equals $1.046 trillion market value. US national debt (Oct 29, 2026): $40.59 trillion. Covers about 2.58% of the debt.
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Marhelm (@MarhelmData) profile picture
Marhelm
@MarhelmDataNov 1
QatarEnergy has extended force majeure on LNG deliveries through December 2026, prolonging supply disruptions across Europe and South Asia ahead of winter.
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