Gold mine with Gamechanger, Joker and Turbo

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

@schlimmschlimm I think Alk is a good addition because of the rating and the Gamechanger

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Since interest rate hikes are, in my view (and yes, I don't just mean the last decision J.Pow will be involved in!), so much on the table again recently, I'm going to leave gold and miners out of the equation.

If anything, as I think I've mentioned before, I would bet on those who can mine gold even more cheaply.🤷🏼‍♂️

And antimony or not, there is also someone in the USA who will be artificially pumped full of state funds. So how will it go for ex-China miners outside the USA?

The whole issue is far too sensitive for me at the moment.

Margins have fallen, of course, but in my view the focus of business is currently in such a dilemma that I'd rather keep my feet still.

Nevertheless, thank you very much for your introduction, dear.🙏🏻

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Klein-Anleger@Klein-Anleger

Thank you very much! To be honest, I don't have a clear opinion. I don't think the forecasts are that relevant because the analysts don't know where the price will be in two months, let alone years. The whole situation with interest rate uncertainties, war and Donald Trump will probably take gold to a new ATH sooner or later! But I don't know if I would play that with this mining stock - although the margins are already relatively positive for me! Well, I have to continue learning Latin, good night to you ;) Hopefully I'll soon have more time to delve deeper into your analyses...

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@Epi My dear, what is your assessment of gold?

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@Tenbagger2024 Overcrowded Trade. Corrected now.
The chart has reached the SMA100. Short-term reaction up to USD 5000 is likely. Then it should go down again. Perhaps to 3500?

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@Epi so it's better to stay on the sidelines and wait

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@Tenbagger2024 It depends on where you want to go. In the long term, you can certainly collect well at 3500. In the short term, bet on falling prices at 5000. 🤷

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HyperX@AxoWallStreet

@Epi when are you actually planning to reduce gold/silver/copper? After all, your portfolio is >40% in these assets

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@AxoWallStreet The reduction of gold is already underway. The momentum models are still on buy. And copper is speculative.

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HyperX@AxoWallStreet

@Epi OK, how much have you already reduced? And how much do you want to keep as a percentage at the end?

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@AxoWallStreet So many questions. 🤔
I want to end up with a max. 20% share.

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"Strong contribution! I just took a fundamental look at $ALK (Alkane Resources) in detail based on your post and calculated the figures. You're absolutely right: the story is exciting, but more importantly - the hard facts back it up.

After the Mandalay merger, the company is a real cash machine. The free cash flow is massive and currently delivers an FCF yield of over 8% (on a market capitalization of around AUD 2 billion). The coffers are bulging with almost AUD 250 million, which provides enormous security for the Boda Kaiser project without having to dilute the market to finance it.

In terms of operations, with AISC of ~AUD2,739/oz and a realized gold price of almost AUD5,800/oz in the last quarter, operating profit margins are excellent. This is real qualitative growth and not just a castle in the air story.

The only thing you need to know for your portfolio management: $ALK is nothing for income investors as it pays no dividend. A pure substance and growth play.

Today's setback to around AUD 1.45 has pushed the share back below the 50-day line. For bargain hunters, however, this could be a very interesting entry zone after the high of AUD 1.84 in February. The antimony narrative is geopolitically red-hot. Thanks for the impulse, $ALK is on the watch list!"

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@Raketentoni My friend, we are getting closer and closer. Do you think it's still too early to start?

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@Tenbagger2024

The share experienced a massive rally at the beginning of 2026, which catapulted it to a 52-week high of AUD 1.84 on February 25. A consolidation has been underway since then. In the last few trading days in particular, specifically today on March 19, there was a sharp sell-off of around 10 % to approx. 1.45 AUD. In the process, the 50-day line (at approx. AUD 1.56) was significantly breached on the downside.

Special entry zones (bargain hunter list)

Zone 1 (Current): Today's level of 1.40 to 1.45 AUD offers a first anti-cyclical entry opportunity after the steep sell-off of the last few days.

Zone 2 (Massive support): Should the weakness persist, the next serious catch basin lies in the 1.25 to 1.30 AUD range.

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Dividendenopi👴@Dividendenopi

@Raketentoni Only 🍊 can make the 🚀 rise

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Now the good @Tenbagger2024 is already dealing with penny stocks 😂😂😉😉😉. Quite interesting from an antimony point of view, I would still be cautious with gold, as the further correcting and previously highly valued markets still require considerable liquidity - the issue of margin calls - and the high book profits are more likely to tempt investors to sell gold than to consolidate the losses in equities. Let's see how long the need for liquidity lasts and until the dust has settled, then gold and mining stocks will be back on track. And hopefully the dust won't turn into a thick layer of ash. I am on the sidelines in the current phase, holding my cash position on the sidelines and have fully backed all risky trades with SL. This can all turn around quickly and then the stock will be very exciting for a trade. Let's see how the 🍊s wants to get out of this mess and who will foot the bill afterwards. And if it doesn't get out of it, then we haven't yet seen the full depths of the corrections.

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@Dividendenopi If penny stocks, then only those with a fundamental basis. There are solid margins and cash flow here

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Dividendenopi👴@Dividendenopi

@Dividendenopi 🍊 will not risk winning the election.

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@Tenbagger2024 everything is fine, but nobody is looking at it (any more) at the moment, nor at the other problem areas. News-driven markets are difficult to assess. As I said, exciting in any case and will be on the WL in the project; if it continues like this, 3 stocks will probably say goodbye when the SL is triggered, and I can imagine thinking about it more intensively if the market situation is right

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@Dividendenopi At the moment, we just need to keep calm. I think there is a lot of cash on the sidelines at the moment, waiting to flow back into the market when 🍊 the start signal is given

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Dividendenopi👴@Dividendenopi

@Tenbagger2024 Perhaps some of you will now understand why I went for almost 20% cash :D

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@Tenbagger2024 not yet.... until 3 weeks ago, the cash ratio was lower than ever before and the level of investment in equities was very high. Now it's gold's turn to provide the necessary cash. Let's hope that's enough and that they don't start reducing their holdings significantly and throwing large quantities of shares onto the market. But after that it may be worth getting in

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@Raketentoni Are you waiting until the war is over? Or when are you going in?

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@Tenbagger2024 It depends, I topped up $ARCC yesterday for a good 18$ and am currently waiting for $GOOGL to go below 300$.
I also have one or two dividend stocks that I want to collect

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@Dividendenopi What do you think would have happened if the word interest rate hike had been uttered yesterday? But it's a bit unusual that people are getting out of gold. Especially with the capers of 🍊.

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