Short Term Price Catalysts, page-106

For anyone that isn't playing 5 minute macro or needing to trade constantly because they're undercapitalised, I'd rather sit and wait for the being right in a big way over time and have some trading parcels along the way to play the zig zag on the charts.

Smaller high grade projects always run first when the tide turns. Larger projects with massive capex are more towards the back half of a commodity bull run due to massive funding required for their scale.

The FCF numbers here are just too compelling (mainly from grades, infrastructure and established mining licenses etc etc) plus the jurisdiction plus the macro backdrop for US funding.

The downside for this project is already locked in and the valuations are many multiples of current MC. The extra upside has in no way been priced in let alone the existing resource valuation. You only make money when you see what the market hasn't priced in yet.

Commodities have been frustrating last couple years apart from thin sectors like Li but major commodities markets have been sub par. The companies that have been doing the work will get the upside as the stars align as they are now. Hence Seth's not long now comment, he gets it.

TNC will do ok as most players will with a rising tide scenario but I want lower risk plays so I can take a much bigger position, just prudent risk management. I've done my work and will stick with it till it shows differently.

12 minute mark, they NEED to get the dollar down (DXY) to keep the treasury markets functioning or the US government gets defunded by the bond markets which will never be allowed to happen. Position accordingly and enjoy the ride.

More liquidity and weaker USD is a massive pump for commodities inbound. Also weaker oil prices for the US to restock their strategic petroleum reserves on the cheap after they ran them down makes for another stimmy boost.

The timing is looking good for commodities overall. Just my opinion so let's see how it plays out.