$HYMC$🚀 retweeted
$TUF.V $HBEIF
Biggest #Silver producer on earth’s production keeps falling 👇
New supply needs to come online and the PC Silver Mine is one of Canada's most advanced, high-grade silver-zinc-lead mine restarts.
$HYMC$🚀 retweeted
BREAKING: US September PCE inflation, the Fed's preferred inflation metric, rises to 3.6%.
Core PCE inflation also rose to 3.1%, up +0.3% month-over-month.
This officially confirms that CPI, PPI, and PCE inflation are all rising again.
A December rate hike is coming.
$HYMC$🚀 retweeted
Crazy finding about $HYMC.
At the multiple Newmont just paid for its neighbors' Nevada ounces, Hycroft's resource is a ~$7.4B number.
The market pays $2B today.
Estimate, not disclosure.
But the number isn't the crazy part.
The man is.
Blake Rhodes.
25 years at Newmont.
Ran strategic development, "overseeing mergers and acquisitions".
Helped buy Goldcorp.
Helped form Nevada Gold Mines.
And here's the pattern nobody has mapped: Rhodes sits where transactions happen.
Maverix Metals, 2018: he takes the board seat as Newmont's own nominee, months after Newmont sold Maverix a portfolio of 50 royalties.
Two years later Maverix buys another $75M of royalties from Newmont, and Rhodes abstains from the vote "as a result of his interest in Newmont".
That line is in the press release.
2023: Maverix itself gets acquired by Triple Flag. Rhodes moves to the buyer's board. Newmont converts its stake and walks away with $179M.
May 2026: he joins Fancamp. A company mid-restructuring, spin-out already announced.
September 1, 2026: he joins Hycroft.
Three weeks after Newmont wired $1.95B to expand Nevada Gold Mines.
Two of those stories already ended in deals. The other two just started.
Is he Newmont's man today?
No.
Newmont sold its last equity link to his world in March 2023.
He's something more interesting: a free agent who knows exactly how Newmont buys, sells and monetizes.
The gap between $2B and $7.4B has three names: reserves, metallurgy, capex.
Also, that's only including inferred ounces, as they drill, the price tag might increase heavily.
The board they just hired has spent entire careers making problems like those change hands.
I don't predict deals.
I read resumes.
I'm long $HYMC.
This is not financial advice.
Do your own research.
🚨 $HYMC JUST LOADED THE BOARD WITH HEAVYWEIGHTS 🚨
Ex-Newmont CEO. M&A firepower. Freeport. AngloGold. Sprott. 💥⛏️🥈
$220M CASH 💰
ZERO DEBT ✅
MASSIVE NEVADA GOLD + SILVER RESOURCE 🇺🇸🔥
You don’t build a board like this to stay small.
BUILD IT. FUND IT. SCALE IT. 🌋💎
Something BIG is being prepared. 👀🔥🚀
$HYMC$🚀 retweeted
This is a little more about Blake Rhodes, the insider who just bought some $HYMC. Kind of a big deal.
Crazy finding about $HYMC.
At the multiple Newmont just paid for its neighbors' Nevada ounces, Hycroft's resource is a ~$7.4B number.
The market pays $2B today.
Estimate, not disclosure.
But the number isn't the crazy part.
The man is.
Blake Rhodes.
25 years at Newmont.
Ran strategic development, "overseeing mergers and acquisitions".
Helped buy Goldcorp.
Helped form Nevada Gold Mines.
And here's the pattern nobody has mapped: Rhodes sits where transactions happen.
Maverix Metals, 2018: he takes the board seat as Newmont's own nominee, months after Newmont sold Maverix a portfolio of 50 royalties.
Two years later Maverix buys another $75M of royalties from Newmont, and Rhodes abstains from the vote "as a result of his interest in Newmont".
That line is in the press release.
2023: Maverix itself gets acquired by Triple Flag. Rhodes moves to the buyer's board. Newmont converts its stake and walks away with $179M.
May 2026: he joins Fancamp. A company mid-restructuring, spin-out already announced.
September 1, 2026: he joins Hycroft.
Three weeks after Newmont wired $1.95B to expand Nevada Gold Mines.
Two of those stories already ended in deals. The other two just started.
Is he Newmont's man today?
No.
Newmont sold its last equity link to his world in March 2023.
He's something more interesting: a free agent who knows exactly how Newmont buys, sells and monetizes.
The gap between $2B and $7.4B has three names: reserves, metallurgy, capex.
Also, that's only including inferred ounces, as they drill, the price tag might increase heavily.
The board they just hired has spent entire careers making problems like those change hands.
I don't predict deals.
I read resumes.
I'm long $HYMC.
This is not financial advice.
Do your own research.
$HYMC$🚀 retweeted
Hycroft Mining CEO Diane Garrett said “the third quarter marked meaningful progress for Hycroft as we strengthened the organization and continued to expand the high-grade silver systems at Brimstone and elkodaily.com/news/local/bus…
$HYMC$🚀 retweeted
‘World Bank forecasts commodity prices to rise 23% by 2026 (Reuters)’ #MoM
$HYMC$🚀 retweeted
Warsh today:
All bark. No bite.
Still miles from its inflation target.
The Fed is in the final stretch of this suicidal tightening cycle.
The chart below shows where hawkish talk runs into fiscal reality.
tavicosta.substack.com/p/top…
$HYMC$🚀 retweeted
$TUF.V $HBEIF | Honey Badger Silver has filed its NI 43-101 Technical Report supporting the previously announced PEA and updated MRE for the PC Silver Mine. No material differences from the September 17 results.
🔗mailchi.mp/honeybadgersilver…
$HYMC$🚀 retweeted
Honey Badger Silver Announces Filing of NI 43-101 Technical Report for the PC Silver Mine Preliminary Economic Assessment $TUF.V tinyurl.com/2ydqpu9j
$HYMC$🚀 retweeted
This paragraph by Kobe Bryant hits hard:
“Everyone wants to be a beast. Everyone wants to be the best. But very few people are willing to do what it actually takes. Because what it takes is boring. It is waking up at 4:00 AM. It is shooting the same shot a thousand times. It is watching the film when you are tired. People fall in love with the result, but they hate the process. You have to fall in love with the boredom. You have to fall in love with the repetition. If you can find joy in the mundane work that no one else sees, the lights will eventually shine on you.”
$HYMC$🚀 retweeted
⛏️ Silver miners just did something the metal hasn't managed all week. They bounced.
$SIL, the big silver miners ETF, closed Friday at $74.06. Today it closed at $77.53. That's +4.7% in three sessions.
Silver itself is down a hair over the same stretch, still parked near $54 and its lowest level since last November.
One of these two is wrong about what comes next.
I've learned to trust the miners when they break away like this. Prove me wrong.
#Silver #MiningStocks
Not financial advice.
$HYMC$🚀 retweeted
From @FeneckConsult
Don Durrett and John Feneck on KITCO discussing gold, silver and miners at Beaver Creek
youtube.com/watch?v=v6KpstnP…
Recorded 9/24
5:16 the concept of opportunity cost, and selling in general
6:10 Gold mining stock free cash flow (FCF) is MUCH better now than it was in the rally of 2011-2012
7:03 Silver will hold $50/oz, absent of a political event or black swan
7:59 At $62/oz silver at time of recording "if $50/oz silver holds support again, that's when you buy silver"
8:18 Don: "John and I are totally aligned on macro. We never argue - we respect each other's approach, period"
9:05 Don on silver
10:23 Don on gold
12:40 Honey Badger Silver HBEIF / TUF Strong PEA launched Sep 2026
13:01 Silver X AGXPF / AGX Increased silver ounces in Peru Sep 2026
13:34 Rio Silver RYOOF / RYO Directly near Silver X's producing silver property, and sold Silver X some of their mineral-rich land
14:03 Don on Honey Badger
14:48 Don on Silver X
16:39 John and Paul discuss when a company folds their hand for a small takeover premium
18:48 John on portfolio construction
19:48 Don on his investment process
$HYMC$🚀 retweeted
Tech Stocks in Bear Market Territory:
1. AppLovin, $APP: -65%
2. CoreWeave, $CRWV: -57%
3. Coinbase, $COIN: -56%
4. Western Digital, $WDC: -52%
5. Oracle, $ORCL: -50%
6. Arm Holdings, $ARM: -49%
7. Circle, $CRCL: -44%
8. Sandisk, $SNDK: -42%
9. Robinhood, $HOOD: -40%
10. Seagate, $STX: -39%
11. ServiceNow, $NOW: -37%
12. Super Micro Computer, $SMCI: -35%
13. Intel, $INTC: -35%
14. Adobe, $ADBE: -34%
15. Broadcom, $AVGO: -31%
16. Marvell Technology, $MRVL: -30%
17. Alphabet, $GOOGL: -28%
18. IBM, $IBM: -25%
19. Micron, $MU: -24%
20. Meta, $META: -22%
We are in a "stealth" bear market.
Read our analysis below.
$HYMC$🚀 retweeted
That’s what I’m talking about!
Board members acquiring shares of their own company. Love to see it!!
Hymc
$HYMC$🚀 retweeted
This is why I left TD and Canadian banks.
I bank with RBC but keep most of my money in @Wealthsimple.
Here's why:
RBC Every Day Chequing: $4, no interest.
RBC Savings account: 0.01% interest. On $10,000, that's $1/year.
Wealthsimple Chequing: $0 fees, 2.25%, CDIC insured
On that same $10,000, Wealthsimple pays roughly $225/year. RBC pays $1. That is 225x more.
I don't understand why people still keep their cash in legacy banks.
$HYMC$🚀 retweeted
📋 First since Jan 2024: a Hycroft officer or director bought $HYMC on the open market.
📂 Director Blake Rhodes bought 3,000 shares on Oct 28 at a $16.69 average, per his Form 4. He now holds 7,068 directly, incl. 4,068 unvested RSUs.
💡 Worth knowing: open-market buys since Jan 2024 had all come from Eric Sprott entities, a 10% owner.
🔗 teapawt.org/dailyprintx/status/211…
📄 Source: SEC Form 4, Oct 28
$HYMC
NFA · @dailyprintx · #DailyPrintDesk
ALT Daily Print Desk card: Hycroft director Blake Rhodes bought 3,000 HYMC shares on the open market on Oct 28 2026 at a weighted average of $16.6917, trades from $16.69 to $16.695, about $50,075 in total by our math. He now holds 7,068 shares directly, including 4,068 unvested RSUs. Bar chart: 4,068 shares after Sep 1 RSU grants, 7,068 after the purchase. First open-market buy by a Hycroft officer or director since Jan 2024 per our review of Forms 3 and 4. Source: Form 4 filed Oct 28 2026, SEC EDGAR.
📋 $HYMC insider filings since Jan 2024:
• CEO Diane Garrett: 916,166 shares, top insider stake
• All 8 of her sales were RSU tax cover, per filings
• No insider sales since Jun 16
• Blackout since Oct 1; window generally reopens Oct 29
Education only · Not financial advice
ALT Card: "Hycroft's CEO is holding: insider filings since Jan 2024." Tiles: Diane Garrett holds 916,166 shares, the top insider stake incl. RSUs; 8 of 8 of her sales were RSU tax cover per Form 4 footnotes, no other sales; quarterly blackout began Oct 1 per Hycroft's insider trading policy; window generally reopens Thu Oct 29, 2nd trading day after Q3 results. Left: HYMC daily close Jan 2024 to Oct 27 2026 (log scale) with a dot for each of 34 insider sales; shading marks no insider sales Jun 17 to Oct 27 and the Q3 blackout from Oct 1; close fell from $27.90 on Aug 19 to $15.39 on Oct 26. Right: the 10 sales with no tax purpose stated, by date: Wieshofer Dec 5 2024 (1,500 and 748), Jennings Sep 12 2025, Thomas Oct 23 2025, Wieshofer Dec 12 2025, Thomas Dec 29 2025, Jennings Mar 17 2026, Jennings Jun 12 2026, Jennings's spouse Jun 15 2026, Thomas Jun 16 2026. Shares held: Garrett 916,166; Rideout 474,464; Jennings 206,529; Thomas 163,179. Education only. Not financial advice.
$HYMC$🚀 retweeted
As promised, here's the insider filings follow-up: Director Blake Rhodes bought 3,000 $HYMC shares on the open market today, per his Form 4. It's the first officer or director open-market buy since Jan 2024. teapawt.org/dailyprintx/status/211…
📋 First since Jan 2024: a Hycroft officer or director bought $HYMC on the open market.
📂 Director Blake Rhodes bought 3,000 shares on Oct 28 at a $16.69 average, per his Form 4. He now holds 7,068 directly, incl. 4,068 unvested RSUs.
💡 Worth knowing: open-market buys since Jan 2024 had all come from Eric Sprott entities, a 10% owner.
🔗 teapawt.org/dailyprintx/status/211…
📄 Source: SEC Form 4, Oct 28
$HYMC
NFA · @dailyprintx · #DailyPrintDesk
ALT Daily Print Desk card: Hycroft director Blake Rhodes bought 3,000 HYMC shares on the open market on Oct 28 2026 at a weighted average of $16.6917, trades from $16.69 to $16.695, about $50,075 in total by our math. He now holds 7,068 shares directly, including 4,068 unvested RSUs. Bar chart: 4,068 shares after Sep 1 RSU grants, 7,068 after the purchase. First open-market buy by a Hycroft officer or director since Jan 2024 per our review of Forms 3 and 4. Source: Form 4 filed Oct 28 2026, SEC EDGAR.