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@DJS Thanks for the images, @PamplonaTrader. A picture truly is worth 1000 words. I particularly like the table of best intercepts ever -- thinking of making it my screen saver! :)
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from #cgp,
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@PamplonaTrader Wait until they hit the high grade core. They will top the list.
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from #cgp,
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@DJS @PamplonaTrader Absolutely! Those results plus Aguinaga's are when the fireworks will really start. I know this is pumping which I normally don't do, but IMO Cascabel is a world-class district and its best deposits (and the best part of Alpala) have yet to be discovered. $CGP
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from #cgp,
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@PamplonaTrader Lucky you @DJS. Still incredible upside from here.
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from #cgp,
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@DJS Thanks @PamplonaTrader. Fully agree -- still major upside of over a dozen more viable drill targets in Cascabel, beginning with Aguinaga. I have kept averaging up, as recently as 30 cents, and now hold 450K (on the bid for some more if it dips a bit) at an ACB of a dime. I hold at bit of Solgold too but was too slow on the trigger there and missed the real cheapies.
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from #cgp,
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@PamplonaTrader Oh shut it @DJS. I am envious of your early entry.
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from #cgp,
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@PamplonaTrader I think some ppl take one look at the stock chart and hesitate to buy thinking that they've already missed the move. $SOLG.L is going to drill test Aguinaga by mid-year. If they produce results that resemble anything close to the 1km @ 1% CuEq intercepts at Alpala, $SOLG.L/$CGP is going to go bananas.
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from #cgp,
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@PamplonaTrader A triple by 3Q17 is not unreasonable.
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from #cgp,
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@cole119 Usually the proper chartists, @ylr, @goldfinger, @Ty, @pamplonaTrader etc will include a graphic illustration to provide some context to their projections.
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from #tk,
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@PamplonaTrader Added 20k shs at $1.01. Now at 100k shs.
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from #ami,
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@PamplonaTrader Pretty sure he dumped a while ago.
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from #cnl,
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@PamplonaTrader $SBB holding up quite well through this gold junior pukefest.
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from #sbb,
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@PamplonaTrader I appreciate The Angry Geologist for trying to be unbiased in his post. Per his/her disclosure, he/she owns shares. However, I disagree with his/her suggestion that Alpala is a mature exploration project and that people will start to experience "Alpala fatigue". In the comments section, TAG's notes are much more upbeat: "This looks very positive and suggests that the Alpala Central deposit may extend as far as hole 24 to the SE" The company has provided that the deposit is open along strike to the NW and to the SE where they are drilling hole 24. http://imgur.com/3AHxLjd+ The company also believes that they will hit a higher grade core where CuEq grades could potentially double. If they are right, hole 24 could be the richest intercept ever recorded (on the basis of CuEq% * m) and could extend strike by 570m, which would double the footprint of the deposit. So... double the deposit size and on a globally significant hole with potentially 2x the grades. Does anyone here really believe the market will simply shrug off those kinds of results? If I were to compare this to another favorite company of mine, $NXE, this would be like buying before the A2 high-grade subzone was discovered.
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from #cgp,
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@PamplonaTrader Technically, $SOLG.L is pushing resistance at 46p. http://imgur.com/lfHQZiJ+ If it breaks out, the measured target is to 56p which, coincidentally, would give $SOLG.L a fully diluted EV of exactly US$1bln. This would imply a fully diluted share price of C$0.61+ for $CGP, or 50% upside from here. I think pending results from hole 24 will be the catalyst and is also reason why I've (so far) accumulated 850k shs of $CGP and 200k shs of $SOLG.L.
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from #cgp,
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@PamplonaTrader The company will also test Aguinaga, a monster open-pittable target, in a couple months. They hit there and it will completely blow the lid off the price. It will serve as proof of concept and, in just one hole, turn $SOLG.L/$CGP from a 1Bt discovery play into a 10Bt district play.
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from #cgp,
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@PamplonaTrader $SOLG.L is threatening to break out any day now. $CGP still trading at 25% discount. The time to buy is now.
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from #cgp,
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@PamplonaTrader Per the last exploration update on April 13, Hole 24 was half-way to target depth. So we are likely a couple weeks away from an update.
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from #cgp,
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@PamplonaTrader @ZipperHead probably wrong. The fact that they are drilling vertical hole 62 from the same collar as hole 60 would indicate hole 60 was a successful stepout. My guess is they missed hole 59 so South Ayawilca could be cut off at the fault to the NW.
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from #tk,
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@PamplonaTrader Still, hard to pull the trigger here. At $0.66 the market is pricing in 40Mt or more than double the currently defined resource. South Ayawilca won't double the resource by itself. See the geophysical footprint of South Ayawilca vs the resource area below: https://www.tinkaresources.com/assets/img/website-map-18-april-2017.jpg+
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from #tk,
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@teevee @PamplonaTrader, Alpala central? first its deep, second, they haven't drilled the potential extension-this is faulted, tectonized terrain, third, I don't buy shares in companies that have "deposits" below valley level in mountainous terrain due to fractured bedrock usually having a high groundwater charge, often resulting in high pressure, high volume water inflows. If you want some insight into just how difficult it is to develop deep, high grade tier 1 deposits, look at the Wafi Golpu Cu-Au porphyry deposit owned and operated by Newcrest Gold and Harmony Gold. Wafi Golpu even has large open pit gold deposits on top of it and surrounding it. Newcrest and Harmony have been trying to figure out how to develop Wafi Golpu for many years now.
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from #nxe,
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@ZipperHead @PamplonaTrader You nailed it with "At $0.66 the market is pricing in 40Mt or more than double the currently defined resource." and keep in mind that the 18.8mt of 8.2% Zn-EQUIVALENT is sub-economic on its own but possibly feed in the event they can find enough 10%+ ore to justify a starter zone. Which means they are starting from scratch capped at $166.7 million. Tough to pull the trigger without that starter zone of a least 20m tonnes.
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from #tk,
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@PamplonaTrader @teevee yet Newcrest took a 10% strategic stake in SOLG last fall.
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from #nxe,
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@PamplonaTrader @teevee maybe you know more than Newcrest, maybe you know more than Warren Irwin (who has actually been to site unlike some desktop critics), or maybe you just like playing devil's advocate and enjoy the attention?
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from #nxe,
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@0Kib let's not get personal
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@PamplonaTrader @Zipperhead, I suggest you take a closer look at Cerro Lindo and Santander.
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from #tk,
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@DJS @PamplonaTrader Great posts above re Alpala's potential to double in size AND deliver a globally significant hole in the process, and Aguinaga's district-making potential. Alpala already has tons of drill results to signal the very strong potential of Hole 24 and Aguinaga has a delicious outcrop from which to extrapolate the likely shallow location and strong grade of the orebody. In other words, there is still risk but it has been significantly (Alpala) or partially (Aguinaga) mitigated. $CGP
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from #cgp,
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@teevee @PamplonaTrader, $CGP Alpala central? first its deep, second, they haven't drilled the potential extension-this is faulted, tectonized terrain, third, I don't buy shares in companies that have "deposits" below valley level in mountainous terrain due to fractured bedrock usually having a high groundwater charge, often resulting in high pressure, high volume water inflows. If you want some insight into just how difficult it is to develop deep, high grade tier 1 deposits, look at the Wafi Golpu Cu-Au porphyry deposit owned and operated by Newcrest Gold and Harmony Gold. Wafi Golpu even has large open pit gold deposits on top of it and surrounding it. Newcrest and Harmony have been trying to figure out how to develop Wafi Golpu for many years now. The 3 porphyry miners that know all about block caving in deep underground mines are Rio Tinto, Freeport and Newcrest. Newcrest did take a 10% position in $SOLG, but I wouldn't read too much into that, as exposure to exploration for this type of deposit is part of their mandate. If anything, Newcrest's interest could deter a takeover by others that may only be interested in 100% interest. It will likely take much more than $200 million to drill and define any resources. Does $SOLG and $CGP have the ability to raise that kind of money on an ongoing basis? Investment bankers that can put up 9 figure money generally don't accept dilution, so share capitalizations could expand while the share price is stagnant.
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from #cgp,
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@PamplonaTrader Kevin if @teevee spent more than 2 minutes looking at $SOLG.L and $CGP he'd realize that access to capital is the least of their worries. He'd realize that not only has Newcrest (which he says is having difficulty with this very kind of deposit in PNG) made a 10% strategic, but also has sponsorship from $GUY Guyana Goldfields. Too, the incredible upside at Cascabel has also compelled $BHP to offer $300M to earn up to 70% of the project. He says not to read too much into it but I think he means *HE* hasn't read much into anything. Also, why not ask Warren Irwin at Rosseau why he is buying 4% of $SOLG.L? He has been to site unlike some desktop critics. Does it seem $SOLG.L is having any difficulty raising capital? Also, does the stock chart look like price has been stagnating?
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from #cgp,
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@teevee @PamplonaTrader, $SOLG.L and $CGP. BHP's offer simply says what it takes to advance projects like this. There is no guarantee that BHP would spend that amount, as they would do so ONLY on a results driven basis. Regarding Warren, he does his homework and he buys in early. If he were to sell or lighten up, you might only hear about it after the fact. No one bats a 1000, and that includes Warren, but buying early and at a low price goes a long long way to keeping bad outcomes to a minimum. Also, CEO.CA is no place for ad hominem. Take it somewhere else.
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from @teevee,
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@teevee @PamplonaTrader, $SOLG.L and $CGP financed for two years and no problem raising funds? why not bring in more drills? At 2-3 months or more per drill hole, you will be in your 80's before the project advances beyond the drill stage.....like I said, of course industry members like BHP etc have interest. Prospects like this are costly and difficult to generate, and large Cu and Au mining companies are bound to express interest and want to buy in via exploration expenditures, but there are no guarantees the projects will make mines.....$NRN? yes, and I also provided lots of caution about the risks, unlike how you attempt to pump and front run by spinning interest from companies like BHP and Warren Irwin's investment in this prospect to be something more than what it is. There is an old saying- "you can slide further on a scoop full of bullshit than on a yard of gravel"...however, I see you prefer a shovel.
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from @teevee,
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@PamplonaTrader Sweet! Good luck everyone. Can't wait to see news.
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from #arl.ax,
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@PamplonaTrader @teevee, since you feel so strongly how about taking the other side of my trade, champ?
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from @teevee,
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@PamplonaTrader $SOLG.L news out: http://www.solgold.com.au/s/20170421-Cascabel-Exploration-Update-Hole-21-Assay-Results-CLEAN-SPA.pdf http://imgur.com/iHxCtil+ http://imgur.com/ix3TpKF+ http://imgur.com/DZ5z0LP+ http://imgur.com/oOOutNX+ Also, it seems drilling performance has improved markedly since changing contractors. They are now drilling at a rate of 42m per day meaning each hole reaches target depth in 1.5 months as opposed to 2+ months. Excellent news especially considering how they will double the rig count by year end and will have 10 rigs on the property by early next year. All the above are direct excerpts from the company PR. No bullshit here. Lots of smart people involved in this project... what does @teevee know that they don't? Let's see how quickly @teevee tries to spin the news into a negative. I bet he backpedals over his own pile of bullshit over the coming months.
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from #cgp,
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anonymous A position is clearly way oversized when one becomes so defensive and emotional over a thoughtful contrarian thesis
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@PamplonaTrader Anon, you should have seen what I was like when I was all-in on NXE at $0.32.
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@Markus @PamplonaTrader Take a look at $SOP and $NAM. There you will find the next 10-bagger :)
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@teevee @PamplonaTrader, good results, however one drill hole, or a few drill holes don't make a mine. A few additional risks to consider: geopolitical risk-we all know what happened with Fruta del Norte in Ecauador; what about the geothermal gradient in the ring of fire? probably hot at 1000m depth; oh, and then there are earth quake hazards in the South American cordilleran which often impact the open pit mines. Imagine the potential damage from a 6.0 earthquake on the shafts, drifts and infrastructure of a deep block cave operation. You may have noticed that a small 4.5 R earthquake just shut down Newcrest's flagship deep underground block cave operations at Cadia-hopefully they will be back up and mining sooner than later....
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from #solg.l,
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@EvenPrime @PamplonaTrader - that wasn't you I had a quick hello with at the airport today was it? ;p
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from #index,
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@EvenPrime [[[ 2017 Stock Picking Contests Updated April 21th, 2017 ]]] *Overall, we are down about 4% on average across all 3 contests over the past week. --------------------------------------------------------- #Stockpickingcontest Highlights: 1) @RockedRed - 228% (Jumped from 60th place to 1st because of a 682% gain in COR ) - Big congrats... 2) @rjunior - 143% 3) @raymipo - 130% 36% of portfolios are above 25% return 56% of portfolios are above 10% return 70% of portfolios are positive https://astronomerb.github.io/CEOtable/stockpickingcontest.html --------------------------------------------------------- --------------------------------------------------------- #BonusPickShowDown Highlights: 1) @LucTenHave $AU -357% 2) @bedrag $PKK - 220% 3) @CautiousNow $ADZ - 166% 45% of portfolios are above 25% return 53% of portfolios are above 10% return 67% of portfolios are positive https://astronomerb.github.io/CEOtable/bonuspickshowdown.html --------------------------------------------------------- --------------------------------------------------------- #Safeststockpickingcontest AKA #Safest2x-Bagger Highlights: 1) @LucTenHave - 161% 2) @LucaBrasi - 92% 3) @Oliver - 58% 50% of portfolios are above 25% return 71% of portfolios are above 10% return 89% of portfolios are positive https://astronomerb.github.io/CEOtable/safeststockpickingcontest.html --------------------------------------------------------- --------------------------------------------------------- @1969Enigma @2pac @500Wedge @6furlongs @Aaron @AlGreene @Allan @Alockett @ayeyou @B1984 @Bedrag @bman97 @Breccia @BrettCross @BruceWayne @BS @Bullish @Buyhigh420 @camwow9 @CautiousNow @Chatyak @ck @Clapton @CommodityPro @CriticalInvestor @dalton123 @Daniel @david @dirkdiggler @DJS @DK @Drilltracker @Drj @Dutch_patience @Edp007 @Ekim @Empire @EpsteinResearch @Eustice @Evenprime @Excelsior @Exia @FaxingBerlin @Fiat @Finanzr @Fischlaender @Goldfinger @Goldrush @Goodie @greenmetals @Highheat @iceman @IronMan07 @JACHap @Jayfire @jerrio78 @jhm @jnbarbu @JosephMurphy @JT @K2 @kayo @kjm @Lee @Letsgetready @longzzzzz @Ltr @Lucabrasi @LucTenHave @LukeJackson @m00tpoint @madmann @Markus @Massimom @Maxhuntly @megavoss @Mesro @Mick @Mike86 @Mimibegalo @Minaki @MiningBookGuy @MiningCatalyst @motorolja @muskie @Mutt @Mxpx80 @Newager23 @Newbie @newstracker @Nick @Nobshere @NoSoup4U @ogi @Oliver @Onlyflaws @PamplonaTrader @Pepek @Pinnsvin @poolman @PurpleKush @Quantum @R44 @Rangerbentman @raymipo @RichardBuffet @rjunior @robby @RockedRed @Rod @Sarb @schischi @ScroogeMcduck @Scruff @Sergio @Sigmund @sihv @Silver @Snoek @SotallyTober @Spike @StarFire @Stateside@Stealinator @Stocklor @Stoneminer @strakpao @Sugar-Dog @supra48 @Teevee @Terrysteen @TheGalvanizer @TinyBullStocks @Tomjosd @Tron @Truth Never Told @Ujms @Upticks @Vaughan @Walterc @wiz099 @wolff @xenophon @Ylr @PhotoJ @Goldenboy7123 https://astronomerb.github.io/CEOtable/stockpickingcontest.html #Stockpickingcontest #Bonuspickshowdown #Safeststockpickingcontest #Hotpick https://astronomerb.github.io/CEOtable/stockpickingcontest.html
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from #index,
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@PamplonaTrader Fully loaded after adding another 150k shs between $0.38-$0.40.
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from #cgp,
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@Amicus @PamplonaTrader Where's your stop lost at?.. if you have one?
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from #cgp,
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Kevin So your the reason my .38 bids didn't get filled @PamplonaTrader
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from #cgp,
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@NickZed $DGR.AX $CGP $SOLG.L @Pamplonatrader newyork.minesandmoney.com/sponsors/ $DGR.AX is one of the sponsors...may help with publicity
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from #dgr.ax,
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@Pete So.. As I said some weeks ago, difficult times at the firm, whole department got sacked last week.. but only in 2018, hurray! Glad I managed to earn some serious extra money last two years in the junior resource space. Special thanks to the project teams at $RMC $KAM $NXE $TK $OOO $COR and to the posters that helped me shape a better view on many different aspects of this sector; @tommy @pamplonatrader @ocotilloredux @BDMineFinder @Cole119 @benjamincox @HRA-Coffin @HighROI @CriticalInvestor @Ty and the whole ptcharts crew. Many more I try to follow regularly but the list of made up names is getting too long ;) GLTA
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from #index,
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@PamplonaTrader Could try and close the gap down to $0.56 this week #zinc
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from #tk,
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@Amicus As I said to @PamplonaTrader on the 20th. "Why buy so early. Drill results aren't coming out for a while, right? Seems your jumping the Gun."
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from #cgp,
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@PamplonaTrader Bought another 100k shs. 25% discount means you buy now.
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from #cgp,
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@Amicus @PamplonaTrader you're out of your mind! I know for sure you technical trade. It doesn't matter if it's at a discount in the short term. You follow the trend and you know it.
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from #cgp,
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@PamplonaTrader Amicus, you must be looking at a different chart. The trend I see is bullish and going higher. You buy dips in bullish trends.
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from #cgp,
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@Amicus No I'm not @pamplonaTrader. All we have now is a 1 week negative trend that went below the 8MA. The .18 low to the .28 low support line is no where near being touched.
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from #cgp,