To The Moon

So those that follow me are probably already aware that I brought into $Santana Minerals Ltd(SMI.AU)$  around a year ago and it's up over 60%. Santana is an Australian based gold Mining company with the rights to mine in proven gold fields in New Zealand. 

So the question posed here is with gold hitting record highs, will it pull back, or will it continue to climb? My answer is easy. I don't care. Why? Well the answer to this is more complex.

But if I had brought gold bars, rather than shares in a gold mining company, well maybe I'd be selling the gold bars now, because While there might be more upside, there could also be a pullback. So time to bank profits.

When i brought santana its original due diligence and mining feasibility analysis was based on gold at around half its current value. So now mining is a serious no brainer. This stock will continue to go crazy long term. In the short term if gold drops, it will drop too. Time to buy more. Because fundamentally, even if gold spot prices drop to say $3000 An ounce. Santana is still a money printer long term.

But wait, i hear you saying. Mining stocks are fraught with political risks, ie government approval and oversight. To this I say foobar! Money ultimately talks. And with Santana, the New Zealand governments clip of the ticket is worth billions more going forward. Convents are being fast tracked. Need I say more.

I love stocks that people don't understand. Within reason, Santana is a buy, every time gold pulls back. And the stock is a buy the dips and hold for 10 years plus. If gold dropped back to $2000, well no. But I can't see a bear case like that being realistic. 

The exact same rules apply to another stock I Own, $SILVER MINES LTD(SVL.AU)$  I'm only up 12% in that one, but I was late to the charge On silver. Now I'm very seriously looking to increase my exposure to precious metals, in the form of other mining companies. 

About 1% of my portfolio is in mining. As I learn more and more about commodities. Particularly precious metals, well I see clear synergies with my other investments in the space, Ai, data center, battery and tech industry investments. Commodity stocks are the first part of the value chain, demand far exceeds supply now, and going forward. So I'm kinda picking the current 1% of my portfolio should be more like 5%. 

I've now spent hundreds of hours looking at other mining stocks. And found a yummie one finally. this one, is a potentially massive value buy. Those that have followed me a while know I'm a growth investor, but also looking for bargains aka, a value investor. But I'm also a dividend investor. 

Dividend investments form the foundation of my portfolio. But to be completely honest, they average 15% annually. That's good, but for me personally no longer good enough. I trade with margins, so the low volatility of dividends stocks prevents margin calls. And yet, I'm seriously looking to replace them with more cyclical commodity Stocks. 

I see dividend stocks doing what they do in 2026, but commodity cyclical stocks going nuts. So I'm pushing the button on that, beginning this week.

Ah wait, I almost forgot. The yummie stock. It's called $Pan American Silver Corp.(PAASF)$ . Yes an old school, very large global mining company. With 2 potentially massive assets not accounted for on their balance sheet . Assets that cannot be realized until such time politics change. Two assets in two foreign countries that are poor, but will be rich quickly given the price of gold and silver.

Yes I'm being obscure, don't own that stock yet. Way to much to plug into the spreadsheet but it's on my radar

Happy trading fellow tigers

@MojoStellar 

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