@realTimHack
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Founder of Vaapad Capital. The only trader on X publicly mirroring his IBKR balance & trades in real time. Not investment advice. Non sine periculo. ↓
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China is cutting domestic gold production across all of its gold miners. It has also de-leveraged its entire population out of paper gold contracts. All of this is being done to engineer a gold black hole that sucks the Western markets dry of physical metal and busts the US dollar.
I hope most of my questions get answered. Depending on how the call goes, I'll either double down or wait.
📅 Tomorrow: $NAMM will release its First Half 2026 results before market open on Thursday, October 1, followed by a business update call and webcast at 8:30 AM ET.
Webcast details will be available shortly at namibminerals.com
#Gold #Mining #Zimbabwe
$NAMM Results tomorrow. I'll either go down with this stock or make history. I'm selling positions today and tomorrow to buy more.
The refineries are being blown up all over the world, now India. We will see the greatest inflationary period of our lifetime and beyond. All being done to inflate away the Western debt (US and Japanese highest in the world) And to landlock the BRICS armies. And also to push Europe into a energy death spiral so the US can concentrate fully on dominating China. All of it points to WW3. Precious Metals will benefit the most as the great equalizers with no counterparty or trust issues. And everything related to energy, commodities. It was an political and tax war, now it's an energy war and the next stage is physical.
I think they're buying because they know the Fed is about to overclock the printers. One last big pump, and it'll show up hardest in gold, silver and commodities, because the printers fund the exit liquidity for the elite: out of stocks first, out of bonds later.
Red Cloud covers 51 gold producers. $NAMM isn't one of them. It produces 40% less than the smallest name on their chart, so I extended the x-axis and plotted it.
If they did cover it, it would be the cheapest gold producer on the chart: ~$2,050 EV per ounce produced, a third below the next-cheapest (~$2,900) and one-sixth of the median (~$12,000). On EV/EBITDA: 1.1× against an industry at 4–8×.
And that ounce count is the floor. Two high-grade assets are being brought back online: Redwing with 1.19 Moz M&I at 3.8 g/t, dewatering completed, and Mazowe with 0.79 Moz at 8.65 g/t. Together they take the company from 30 koz to probably 140–240 koz a year. The dot moves right, not up.
And it's not the Zimbabwe discount. Caledonia mines in the same country and trades at a multiple of this. It's the price of an partly unpaid purchase bill, a 4M-share float and 55M reserved shares.
At 1.1× EBITDA the company buys itself back in a little over a year.
Tim Hack retweeted
Iran's IRGC Publishes 26-Page Open Letter To Directly to AMERICANS
I read the entire letter. It is FAR more extensive than the excerpts circulating online.
The IRGC DIRECTLY addresses American citizens, students, academics and journalists, laying out its view of the war, decades of U.S.-Iran hostility and what it believes Americans should do next.
Key points:
• IRAN CLAIMS VICTORY: The letter argues the U.S. and Israel failed to achieve their objectives despite vastly greater military spending. It points to Iran's control of the Strait of Hormuz, continued weapons production, national unity and damage inflicted on U.S. regional bases.
• WHY IRAN DID NOT BREAK: The IRGC says Iran's strength ultimately comes not from missiles or drones, but from Quranic principles, national unity and religious leadership. It devotes several pages to Karbala and the Shia principle of resisting oppression regardless of the cost.
• "DEATH TO AMERICA SLOGAN": The IRGC says the slogan targets America's ruling political establishment, NOT ordinary Americans. It argues that Iranians and Americans are both victims of the same political elite.
• 73 YEARS OF HOSTILITY: The letter traces the conflict from the 1953 coup through the Shah, the Iran-Iraq War, sanctions, Flight 655, the killing of Qasem Soleimani, the 2025 war, the January 2026 unrest and the current war.
• IRGC TERRORISM DESIGNATION: The Guards argue Washington designated the IRGC a terrorist organization because it repeatedly blocked U.S. attempts to weaken or overthrow the Islamic Republic.
• NUCLEAR PROGRAM: The letter calls allegations that Iran is pursuing nuclear weapons one of Washington's biggest lies. It notes that U.S. officials have claimed for 25 YEARS that Iran was only "weeks or months" away from building a bomb, yet Iran still has no nuclear weapon.
• ISRAEL: The IRGC argues U.S. support for Israel has damaged America's interests, reputation and finances, while American taxpayers continue funding Israeli military operations.
• AMERICAN DECLINE: The letter blames foreign wars, military spending, national debt, deindustrialization and poor leadership for weakening the U.S. It contrasts this with China's continued advances while Washington spends enormous resources fighting wars abroad.
• CLOSE THE BASES: The letter urges Americans to demand the closure of roughly 800 U.S. overseas military bases, bring American troops home, end aid to Israel and redirect that money toward science, advanced manufacturing and domestic prosperity.
• CHANGE U.S. LEADERSHIP: Americans are urged to use their votes to remove politicians the letter describes as corrupt and dishonest. It specifically mocks politicians who think they can buy Americans' votes with a $5,000 payment.
• THE WARNING: The IRGC warns that continuing the war could trigger broader political and economic backlash against U.S. interests around the world.
• THE OFFER: Despite its attacks on the U.S. government, the letter tells Americans:
"We can live together in peaceful coexistence."
• THE ENDING: The final paragraphs invoke JESUS CHRIST and IMAM MAHDI, saying Iran awaits their return to establish justice and hopes Americans will ultimately stand alongside Iranians.
The central message across all 26 pages is a clear distinction between the AMERICAN GOVERNMENT and the AMERICAN PEOPLE.
The IRGC portrays the conflict as the result of decades of U.S. policy while telling Americans that a completely different relationship with Iran remains possible.
That's why Highlander Silver $HSLV is coming online. The largest silver mine in the world and the miner with the highest leverage on silver. And those cells will also lead to mass adaption of direct drive humanoids, tripling demand for rare earths. Western in-situ miners like $BCM.ax and $AXL.ax will jump through the roof too. And $QNS.sgx
Samsung’s solid-state silver battery could be a game changer.
- Needs ~1 kg of silver per 100 kWh vs ~20 g for lithium batteries
- Has ~2x the range
- Charges ~4x faster
- Lasts ~2x longer
- Is much safer
Mass production is planned for 2027.
Just a doubling of range could mean a ~2 kg silver content that would save a ~$14K battery replacement.
If just 10% of global EV production adopted this technology, it could add ~55 m oz of annual silver demand, in a market that has already recorded deficits for 6 consecutive years.
Industrial silver demand remains strong
Tim Hack retweeted
🇧🇫 THIS IS HUGE!!! Burkina Faso’s first domestically refined gold bar
President Ibrahim Traoré holds the first gold bar produced and refined entirely in Burkina Faso following the inauguration of RAFFINOR-BF, the country’s first national gold refinery.
For decades, Burkina Faso exported its gold for refining abroad. Now the country intends to keep the refining, certification and added value at home.
Traoré:
“Our ambition is no longer to simply be a country that extracts and takes its raw materials abroad. We want to refine all our metals here.”
The refinery can initially process 164 tonnes of gold annually, with plans to expand capacity further.
Burkina Faso continues to assert its sovereignty over its land and natural resources. You love to see it!
Tim Hack retweeted
Act as a sovereign nation
Kick out colonial power
Control your own natural resources
Develop and become prosperous
This is the formula of success
The Global South is waking up
I've programmed industrial robots. I've worked with them for years.
And I'm telling you that rare earths are totally overlooked. China knows how much of this stuff it will need in the coming decade. There's a reason why they export curb the whole world, they project that they themselves could not have enough, especially if robot armies get deployed. And the current Western answer is a joke, by far not enough.
Tim Hack retweeted
📍 The pathway as published in July:
1️⃣ Dewatering — completed
2️⃣ DFS technical programme — underway, fully funded, early Q1 2027
3️⃣ Resource definition & bankability, 8,750m drilling — Q4 2027
4️⃣ Construction — upon DFS completion
5️⃣ Restart — commissioning and phased return to production
$NAMM
Tim Hack retweeted
✅ Redwing Mine: Step One of Five complete—ahead of schedule.
Dewatering is done, restoring safe underground access and unlocking the DFS work programmes.
➡️ Step Two, the DFS programme, is fully funded and on track for early Q1 2027.
$NAMM
namibminerals.com/investors/…
Either Trump pisses off out of the Middle East and lets the world breathe again, or the whole Middle East blows up. That he still hasn't understood this, after Iran has now demonstrated several times how easy it is for them to bring their missiles and drones to the target, is a mystery to me.
You better read this, the whole Middle East will go to war against the US-Israeli government in 24 hours.
TRUMP SNUBBED XI’S OFFRAMP — SEPTEMBER 30: FIVE STEPS AND A HIGHWAY TO HELL
Well-connected geopolitical journalist Pepe Escobar just mapped the week he titled “all hell said to break loose by the end of September.” In his telling, several Iranian clocks expire at once, China offered Washington a diplomatic exit, and Trump shut that door in public. Escobar’s claim is blunt: Tehran still holds the timer.
THE RED LINES
➡️ Escobar says a deadline set by Mohsen Rezaei — four or five days for Washington to end the naval blockade — was already running into Monday, September 28.
➡️ A heavier clock, he says, expires Wednesday, September 30: forty-five days from Iran’s August 16 warning, after which Tehran said it would go on the offensive.
➡️ The same Wednesday, in his account, is also the date for U.S. forces to leave Iraq, with Iraqi resistance warning they will hit Americans wherever they remain if the deadline is missed.
➡️ He calls the stretch from September 30 to early October a “highway to hell” window. All bets are off. That is his forecast, not a timetable already printed in blood.
THE XI SNUB
➡️ Escobar says Xi Jinping told Trump, face to face in the Oval Office, that the memorandum of understanding was the offramp — go back to those diplomatic steps and China would support the process.
➡️ Two days later, after Xi had left Washington, Trump rejected the Chinese proposal in public.
➡️ In Asian terms, Escobar calls that an unbridgeable loss of face: the leader of the largest economic power offers a way to end the war, and the U.S. president refuses it after the guest has gone home.
➡️ His read of the sequel: Beijing gets angrier, backs Iran more forcefully, and presses Pakistan to lean on both Trump and Mohammed bin Salman to kill the escalation ladder this week.
THE FIVE STEPS
➡️ If nothing matching that offramp appears by Wednesday, Escobar says Iranian political and IRGC leadership have already listed five moves.
➡️ First: expand the battlefield beyond Hormuz and the Gulf to the Indian Ocean, so U.S. warships 800 to 1,000 kilometers southeast become legitimate targets.
➡️ Second: reserve the right to strike any American naval vessel enforcing the blockade, wherever it sits — the end, in his words, of a purely defensive mosaic.
➡️ Third: the option, not a vow, to work with Ansar Allah and extend the Bab el-Mandeb squeeze from Saudi-linked traffic to American and NATO ships.
➡️ Fourth: act preemptively against military buildups — American, Israeli, NATO, or mixed.
➡️ Fifth: restrict the aviation of any nation that joins the flight blockade. He argues that blockade is already leaking. China, Russia, Turkey, Malaysia, Vietnam, and several Central Asian states still take Iranian aircraft. Iraq, after street pressure in Basra and the shrine cities, is moving toward a pilgrim exemption for Najaf.
TWO CLOCKS
➡️ Escobar sets an American clock that runs to November 3 and the midterms.
➡️ He sets an Iranian clock that stops or turns on September 30.
➡️ Pakistan, he says his Islamabad sources confirmed again, will not join a Saudi air war on Yemen no matter the staff-talks noise in Riyadh. That is his sourcing, not a signed Pakistani communiqué.
➡️ Headline he wants remembered: Washington closed the door Iran opened in New York and Xi opened in Washington. The clock did not stop.
THE BOTTOM LINE
Escobar’s week is not a peace-talk headline. It is stacked deadlines, a rejected Chinese offramp, and an Iranian list of next blows if the door stays shut.
If he is even half right, the party that still thinks it owns the calendar is not the one writing the dates.
#PepeEscobar #IranWar #Hormuz #XiJinping #September30 #RedLines #OilShock
HT: YouTube Dialogue Works @RealPepeEscobar
Tim Hack retweeted
Counselor Ladner buys $HSLV on the open market. The last time he bought on the open market was Titan Mining before its share price went ~30x 👀
Followed these guys 6 yrs straight 🦅 & believe this buying's more meaningful than Warke's public purchases. He's signaling the market
$HSLV Highlander Silver🚀
Counselor Ladner buys $HSLV on the open market. The last time he bought on the open market was Titan Mining before its share price went ~30x 👀
Followed these guys 6 yrs straight 🦅 & believe this buying's more meaningful than Warke's public purchases. He's signaling the market
Tim Hack retweeted
China is deluged with billions of USD every hour, so China prefers to buy gold with it instead of US Toilet Paper Treasuries. Makes perfect sense.
🚨 CHINA IS PUTTING THE YUAN ON A DE FACTO GOLD STANDARD
China is letting countries convert yuan straight into physical gold. Russia’s bilateral trade has already pushed ~100 tonnes of gold through Hong Kong into China’s circuit in just the first few months.
BRICS are now rolling out new payment alternative to SWIFT on this settlement system.
China just dumped Treasuries from 28.2% → 6.8%.
Gold pile: 1,054 → 2,387 tons: 22 MONTHS STRAIGHT of buying.
They’re not “diversifying.” They’re building the off-ramp:
• Hong Kong gold clearing hooked to Shanghai
• Yuan settlement → convert to physical gold
• Vaults + futures + payment rails so countries NEVER have to touch dollars again
Trade with China in yuan. Skip SWIFT. Pay or Get paid in gold.
Every extra month this runs, more oil, more commodities, more settlement happens OFF the dollar stack.
The dollar doesn’t need a crash. It just needs to lose the monopoly, trade by trade.
Gold has now surpassed the dollar as global reserve asset held by nations.
When that circuit scales, Treasuries lose their captive buyer, rates stay higher for longer, and the “safe asset” premium starts leaking.
CHINA ISN’T ABANDONING THE DOLLAR. IT’S REPLACING IT WITH GOLD, ONE TRADE AT A TIME
In 5 years people will call this chart the last flashing warning sign.