FUCK, WE TOTALLY GETTING THIS

lol I cant

LOL the day just keeps getting better and better

$BTC/$GOLD chart looking interesting

12-Month Cash Flow Forecast

• Silver price remains near current levels ($110-$120/oz) or experiences a moderate correction (up to 50% downside risk).
• Production volumes remain flat or grow marginally (single-digit percentage growth), constrained by limited new mine projects and long development lead times.
• Demand remains strong and structurally growing, supporting stable or growing sales volumes/prices.
• Operating costs remain stable or rise modestly due to inflationary pressures or increased CapEx for exploration and mine expansions.
• Oil prices begin to recover over next 12 months, enhancing cash flow for oil producers.

Projected Cash Flow Components are in the table above. [Check the picture]

Notes:
• Operating costs are estimated at ~$30 per ounce ($2,100 million for 70 million oz), reflecting cost of production around $30/oz as per transcript.
• Cash flow margins remain strong given silver prices well above production costs.
• Additional cash flow expected from oil producers as prices recover; if oil prices rise 20% over 12 months, cash flow could increase accordingly.

Risks:
• Price volatility could cause significant fluctuations in cash flow (potential 50-60% price corrections).
• Supply constraints could limit production growth.
• Paper market dynamics (ETFs, futures) add short-term price volatility.

Summary and Outlook

Financial Condition:
Silver mining companies currently benefit from a highly favorable pricing environment, with silver prices significantly exceeding production costs, leading to strong profit margins and cash flows. Limited new supply projects imply constrained growth in production, which supports price stability or appreciation. However, volatility remains a risk factor.

Revenue Growth Trends:
Strong upward trends in silver prices, driven by structural demand growth in photovoltaics, electronics, and investment demand, suggest continued revenue growth potential. Gold’s bullish momentum supports related commodity sectors, and oil prices are expected to recover, boosting revenue in energy sectors.

Cash Flow Forecast:
Cash flows for silver producers are expected to remain robust over the next 12 months, supported by high silver prices and stable production volumes. Oil producers may see increasing cash flows as oil prices recover. However, significant price corrections are possible, which could impact cash flow volatility.

Investment Implications:
Despite risks of price corrections, dips may present buying opportunities due to strong structural demand and constrained supply. Silver producers are likely to see rerating as margins improve, enhancing shareholder value over time.

Fuck yeah, my Hungarian neighbours made me some homemade banana cake again 💪🏻

$SOL is getting buttfucked

Sunday prayers 🙏🏻

learning mode

Can’t fucking wait

hmmmm

IYKYK

What a great video! You can clearly see this one is the real one. No fake energy, no pushy atmosphere, no pretencious narrative, just true, raw emotions and raw, energy. Energy that is intact, its not leaking out of this person. That’s why it feels so great, so natural, so real. He didn’t even try, he just recorded, traded and journaled! Overall, a must watch!

https://www.youtube.com/watch?v=ud-0SGAEtYA