Punjabi Dad (#twins), Husband, Son, 🇮🇳, Interventional/Structural ❤️, Gurdas Maan & Sartaaj fan @sufisartaaj, speculator, #peloton, tweets=my own, NFA, DYOR
Portland, OR, Jagraon (Punjab)
Joined November 2012
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Atico Continues to Extend the Ore Body at El Roble Mine in Colombia and Reports Multiple Higher-Grade Intercepts up to 18.6m of 7.65% Cu, 2.22 g/t Au, 9.0m of 8.44% Cu, 3.58 g/t Au and 5.7m of 8.48% Cu, 7.41 g/t Au $ATY.V tinyurl.com/2dk94oe7
Punjabi_DadMD retweeted
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Some loose thoughts on the current macro setup and what it means for #gold 🧵
Gold is under real pressure. Silver and the miners are underperforming and show no signs of strength yet.
My take: we’ll see a capitulation low over the next few days.
I met $CERT.V in Stockholm recently. I would guess I am their largest individual shareholder. Not the least after heavy buying yesterday and today.
My very basic numbers are 222 musd mcap currently and at 4000 usd gold I have there AISC margin after 1900 usd all in sustaining cost at 147 musd.
Absurdely cheap only on Argentina and huge optionality from Portugal. Easily self financing everything they do and regular buybacks.
I was complaining that their presentation is misleading when it comes to what production/minelife to expect for Argentina and the size of Portugal. 43-101 rules likely which I guess is what it is. Main point is that this is another company that will look very different to investors in 3-4 months and then have a great outlook. Yes, I came away from the meeting confident Portugal WILL be permitted however that is not even necessary for Cerrado to be a big winner from here imo.
youtube.com/watch?v=8Rf91jG2…
ORVANA REPORTS FOURTH QUARTER AND FISCAL 2026 PRODUCTION RESULTS - Spain Annual Gold Production Exceeds Guidance $ORV.TO tinyurl.com/2bxbmaqr
$MCI.V
@James56487175 are you still following this.? Any comments on how they will get this going? They don’t have any money.
Minnova Announces Positive Preliminary Economic Assessment for the PL Gold Mine Restart: After-Tax NPV5% of US$181 Million and 111% IRR at US$3,000/oz Gold, Rising to US$439 Million at US$4,000/oz $MCI.V tinyurl.com/2xo88zzv
$DGXX and @michelamar3 once again delivering on their promises. Using non-dilutive debt financing is the most shareholder-friendly way to build out the Alabama AI campus.
Debt is debt, but when Goldman Sachs is willing to syndicate $200M behind DigiPower X’s execution, that says a lot.
It’s only a matter of time before the market starts giving this company the attention and respect it deserves.
DigiPower X does not deserve its current valuation.
India 🇮🇳 needs @Starlink
Will help people staying abroad (like us) keep in touch with their families !
Current internet access is pathetic.
Dear Prime Minister Ambani,
Please accept my humble apologies for not realizing that you are the real boss of India.
Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete?
There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better.
Thank you 🙏
$VZLA is a controversial name due to the location of its Panuco project and the security risks that come with operating in the Sinaloa region. However, if one believes - as I do - that VZLA will receive all necessary permits within the next quarters and that operational disruptions can largely be avoided in the future, the stock is one of the best stocks to own in the silver space. Some numbers to illustrate it:
VZLA will produce 20 Moz of silver in the first 5 years of production. AISC sits at a very low level of USD 10.61/oz acc. to the November 2025 FS. Additional security measures will lead to cost increases, but VZLA does not expect AISC to exceed USD 12. Let’s be conservative and pencil in an AISC level of USD 14. At USD 65 silver, annual FCF will be USD 650M in years 1-5. The land package is still vastly underexplored and I expect annual production to not fall below 20 Moz after year 5. We might even see a substantial production increase. With USD 650M FCF per year at USD 65 silver, VZLA trades at an EV/FCF multiple of only 2.2x. And that’s after treating the convertible notes as converted and assuming all cash on the balance sheet will be used up when the mine starts producing.
If we value VZLA at 10x FCF, we arrive at USD 6.5 billion vs. a current EV (fully diluted and excl. cash) of only USD 1.427 billion. If we apply a 12x multiple, which is not unreasonable considering that silver miners tend to trade at a premium to gold miners and considering the quality of the Panuco project, the valuation rises to USD 7.8 billion = 5.5x current EV.
Punjabi_DadMD retweeted
Ok, since @TimurNegru prompted me, @TiffanyFong I saw you are in Rome. I just came back and it's my home city.
Let me help you with some recommendations. To all Italians, feel free to add yours so that Tiffany has a great experience.
If you are into ice cream, the place you must visit is "Come il Latte", near Via Veneto. Probably the best ice cream ever. It's not necessarily well known, but if you had to pick only one recommendation from this list, pick this one: maps.google.com/?q=Come+il+L…. I guarantee this is going to be a 10/10.
For aperitivo, even though touristic (nowadays), Hotel de Russie near Piazza del Popolo is the right place. Please email them to book beforehand. Lovely internal garden and excellent cocktails, including their own interpretation of the Spritz: maps.google.com/?q=Hotel+de+…
In terms of restaurants, there's literally infinite variety and it really depends on the mood and vibe.
For an interesting experience, I'd recommend it especially for lunch, Roscioli. Overall, it's always a must: maps.google.com/?q=Roscioli+…
An evergreen, in a good location, I due Ladroni: maps.google.com/?q=Due+Ladro…
On the "serious side": best for fish, large portions, excellent service (sit outside) and book before. Ai Piani, in a residential area, no party vibe, "old-school" quality: maps.google.com/?q=Ai+Piani,…
Easy going options (among many):
- Giulio Passami l'Olio: maps.google.com/?q=Giulio+Pa…
- For fresh pasta, the winner is Osteria da Fortunata: maps.google.com/?q=Osteria+d…
- Lastly, if you want to push yourself towards the Testaccio area, Felice a Testaccio, excellent cacio e pepe and their famous tiramisù reinterpretation: maps.google.com/?q=Felice+a+…
For sushi and a more vibey international environment, Zuma. Among the serious ones, for fish, Tempio di Iside too: maps.google.com/?q=Tempio+di…
There's literally so much on offer, but I think if you choose something above you'll do well and have a great experience. Enjoy!
Punjabi_DadMD retweeted
The building shell at our Alabama AI data center campus is nearing completion. Proud of the team turning our vision into reality, one milestone at a time. 🏗️ $DGXX
Punjabi_DadMD retweeted
Not your typical 400M market cap neocloud company. $DGXX
@DigipowerX / US Data Centers 70 MW Alabama AI data center update ⚡️
#Ai #infrastructure #dgxx #usdc
Punjabi_DadMD retweeted
@michelamar3 @RealMcCoin @GerardRotonda @USDataCenters
Can one of you clarify if an ARMS pod is 1MW IT load or 1MW gross capacity? The video says 6 server racks. With GB300s that is 0.75-0.8MW IT load. If that is correct, is the plan to deploy 10 pods (8MW IT) or 10MW IT?
$DGXX Godspeed! 🚀
@DigipowerX / US Data Centers 70 MW Alabama AI data center update ⚡️
#Ai #infrastructure #dgxx #usdc
I count 17 Carrier 30XV chillers. Need 10 of these for 15MW, with 2 more for redundance, 12 would be typical for 15MW of VR compute. 5 extra right now with room for more is likely early installation for Phase II. $DGXX
$IREN CROSSED $47.55 IN THE OVERNIGHT RECLAIMING ALL MOVING AVERAGES
Nearly 100% of FY2027 CapEx covered + JP Morgan Upgrade + Anthropic is the unnamed customer + $IREN & $NVDA partnership with the Australian government + New Coverage with $99 PT + $IREN named by Chamath as the second expected winner of the open source models era are the catalysts.
Holding above $50 this week is the target.