Natural Resources | Momentum | Technical Analysis | Retired Portfolio Manager Global Equity | Python | The Netherlands | Not advice: DYODD

Joined April 2016
The reason why I have many resource stocks in portfolio and assign weights according to stage and risk. Today Buxton bit my hand hard, but luckily it was only a starter position. You can’t win em all! $BUX.AX
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Added to my Lake Victoria Gold position yesterday. Volume is almost 3x the daily average and a fresh multi-year high! $LVG.V #Gold
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Sold Clariant $CLN.SW and Schweiter $SWTQ.SW. Sold completely at a profit today as both stalled on momentum. Looking for better setups and also deleveraging a bit. The breadth, as seen in the advance/decliners of the past month, shows weakness.
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Sold some $GRAL at 155 to reinvest in $PACB.
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Enough reason for me to start a position. Now, first taking out 3.50 and 4.2 before the technical trend gets interesting again. Let's go! $ALDE.V
Aldebaran Reports 1,728.9 m of 0.45% CuEq, including 756 m of 0.68% CuEq, at the Altar CopperGold Project in San Juan, Argentina Read the full release: aldebaranresources.com/aldeb… $ALDE.V $ADBRF $ALDE #copper ⛏️🇦🇷📈
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$PACB Pacific Bioscience Of California breakout watch 🚨 New 52W high, pressing the 2-year resistance for the 5th time. The difference now: last week's volume spike. That's what turns a retest into a breakout. Starter's on, adding on the break. 5 times a charm :) GLTA
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A few weeks ago, I wrote a piece on Hercules Metals $BIG.V . The move was too fast for me, so I would wait for the pullback. Of course, that's not certain, but I hate paying too much. My limit buy order just got filled!! Just a starter, as I want to see where the bottom is going to be. materialsedges.com/watchlist
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Interesting move $LVG.V is already 3x daily volume and up 8% today. Still waiting for the big breakout here to increase to a full position.
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Last week, I sold Intel at $122.50 for a short term trade. But I keep a close eye on re-entry. The ideal scenario would be a retest of the breakout around 110. So, despite -6.4% today, I prefer to wait for a better price and info. GLTA! $INTC #Momentumtrading
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Nobody talks about tin — yet every phone, laptop and AI server is soldered together with it. It just hit a record ~$53k/t (+70% in a year) as AI, EV and solar demand climbs while its biggest mines keep breaking. Read the full deep-dive + subscribe free 👇 materialsedges.com/feature-t… #tin $AFM.V $MLX.AX $TIN.L Subscribers also received a detailed report on #copper. If you join this week, I will send you that report too!
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#Precious Metals down hard today interest rate fears. Whatever the reason, the charts of #gold, # silver, #platinum and #palladium all show similar patterns. After the big move at the end of 2025 to the beginning of the year, all fell into sharp corrections. And all are moving in a tighter range ever since. As long as the bottoms hold, this is phase 1. The question is when investors will decide that the US #dollar, #euro, Japanese Yen are at risk....not able to even service the interest on the enormous debt mountains.
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New trading position in $SITM. Same pattern as $INTC had before it broke out last week. The MA30W acts as a magnet and it is ready for the next up leg. Target is 755-760. #Momentumtrading
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Good morning! I completely sold $MRNA yesterday; last trade at 195. Can it run higher? Of course... momentum is very strong. But the 'easy' trade is now over after a triple in 5 weeks. I keep this close on the watchlist. Any weakness might be an entry again. Also sold a bit of $GRAL. Still got a few positions in #biotech, but I see a lot of chances popping up in resources I want to follow. Good luck!
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#Tin one of the most forgotten elements, which is crucial in everyday life. Not many investment opportunities to choose from. Cornish Metals is restarting an underground mine in #Cornwall. Financing is getting close, but unfortunately and not unexpected, equity stakes have to be raised. $TIN.L
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What happened to #Sugar? Recently, I sold my long position as a top formed and downside risk increased, despite all the positive fundamentals. Now it is approaching the first level of interest again, around $17. So this might be the new floor. So on my watchlist for sure to get in again.#commodities #trading
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