Reddit Posts
AEM reenergizes Nikolai nickel project (TSX-V: AEMC, OTCQB: AKEMF)
Nikolai Prospect Could Answer Domestic Need for Nickel (TSX-V: AEMC, OTCQB: AKEMF)
Major news release imminent - Canada nickel - CNC.V about to break out.
Nikolai Prospect Could Answer Domestic Need for Nickel (TSX-V: AEMC, OTCQB: AKEMF)
Nikolai Prospect Could Answer Domestic Need for Nickel (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals acquires Angliers-Belleterre nickel-copper project in Quebec (TSX-V: AEMC, OTCQB: AKEMF)
dynaCERT and Cipher Neutron Enter into MOU with Molymet to Supply Green Hydrogen Using AEM Electrolysers
Stock I held for 2+ years became 2 separate companies that formed 1 week ago. If I sell them, are they considered short term holdings?
dynaCERT and Cipher Neutron Applaud the Canadian Clean Technology Tax Incentives of Budget 2023
Potential crisis out of the European banking system, the dollar is starting to bounce!
NEWS: dynaCERT and Cipher Neutron Signs MOU with Safe Energy and Astec in India, Europe & Middle East
Agnico Eagle plunges to three-month low after warning on higher 2023 costs (NYSE:AEM)
2022-12-01 Wrinkle-brain Plays (Mathematically derived options plays)
Holley ($EMPW): An Immediately Undervalued Profitable Market Leader w/ Electric Vehicle Upside & Significant Institutional Support
Mentions
The gold majors (FNV and AEM) are the safest stocks, but they are very expensive relative to the smaller mine developers. My favorite mine developer is BTG, it has had many issues the last couple of years and the stock has done poorly relative to other gold miners. It now trades at a very low valuation and I expect that it will solve many of its problems this year. Perfect set up for a nice run higher.
Probably a take over candidate. I have let these miners roll. I should have taken profits but until I see some sort of inventory fix and I don't see one anytime soon or I see some US fiscal sanity I will cash them out. AEM @ 40 was a great entry point. When yamana got bought it picked that up with paas @ 14. They didnt move for tears really. I just walked away and stopped looking. You are a smart trader, I am throwing a hail Mary i suppose. Vzla I am watching too, no position. They are unhedged silver miner.
Watched AG's CEO interview recently, a well-known guy. He mentioned this, and said he can't say a number yet for legal reasons, but it is \[some superlative\] large. Separately, Rich Rule mentioned that too, naming these AEM and PAAS. And numerically, for a high-cost producer such as AG, a price spike like silver had recently affects earnings non-linearly. Also from CEO, their AISC for silver was about $19 in 2025: with silver notionally at $40 in Q3 that makes for $21 in revenue; in Q4, for silver notionally at $60 on average, that makes for $41 in revenue. Also AG is clever with its sales, keeps silver in treasury, not only dollars, and has likely sold into a vertical spike, so if their earnings in Q4 could have been double the Q3, or better. All this does not give any number to go on, but it will definitely be an absolute blast of earnings, which is what CEO said.
Yes I agree, in fact I previously posted my thesis on McEwen Mining as copper/gold mining play and potential acquisition target for Barrick, given the focus of gold mining majors like AEM/B/NEM on developing massive copper porphyry systems. [https://www.reddit.com/r/wallstreetbets/comments/1nnr3mg/yolo\_600k\_speculation\_on\_mux\_as\_barrick\_ma\_target/](https://www.reddit.com/r/wallstreetbets/comments/1nnr3mg/yolo_600k_speculation_on_mux_as_barrick_ma_target/)
*Valuation Stretched* Stock up ~ (Yahoo Finance) 138% YTD with a 35.7x earnings multiple. Average analyst price target of $51.55 implies ~4% downside, suggesting the stock is "priced to perfection" (TipRanks). P/S ratio of 4.49x near its 3-year high of 4.54x, well above industry average of 2.74x (Finimize) *Good News Already Priced In* Concerns mounting that the market has already priced in much of the good news from the $2.1 billion MAG Silver deal and higher production guidance (Weiss Ratings) With the stock trading near its 52-week high and institutional buying like North of South Capital's 444% stake increase already disclosed, fresh incremental catalysts are limited in the near term (Weiss Ratings) *Silver Price Dependency* Financial health closely tied to the price of metals on the world stage (Finimize). Silver is notoriously volatile—a mean reversion from current ~$30+ levels would compress margins significantly. Shares vulnerable to pullbacks as traders react to any disappointment in silver prices (Weiss Ratings) *Operational/Execution Risks* Business model heavily exposed to operational disruptions, cost inflation, regulatory challenges and environmental compliance in multiple jurisdictions (Weiss Ratings). Faces integration and execution risk as it manages assets at different stages of their life cycles (Weiss Ratings). Increased exploration costs have sparked discussions about potential impact on future production and profit margins (StocksToTrade). *Jurisdictional Risk* Operations across Mexico, Peru, Argentina, Bolivia—politically volatile mining jurisdictions. Permitting and social-license requirements can delay projects or restrict expansions. Mexico in particular has become increasingly hostile to mining interests. Poor Shareholder Returns Relative to Volatility. Weak dividend support—despite reasonable profitability and 11.29% ROE, shareholders not being well-compensated through dividends for the volatility they endure (Weiss Ratings). Compared with peers like Southern Copper (SCCO) and Agnico Eagle (AEM), PAAS offers similar ratings but less dividend support (Weiss Ratings). *Technical Weakness* Recent session volume of 3.77M shares well below the 90-day average of 6.57M, suggesting pullback unfolding without heavy buying support (Weiss Ratings). Stock losing ground near the top of its trading range rather than extending higher (Weiss Ratings). Bottom line: If you're bearish silver prices, see the MAG Silver integration as a "sell the news" event, or believe the ~30-35x multiple is unsustainable for a miner, PAAS has meaningful downside risk from current levels. The analyst targets clustered around $51-52 vs. recent trading near $53-55 suggest limited upside even in a constructive scenario.
So should I dump some into AEM? Or is it risky now
Earnings come in February. AEM, PAAS and AG will have an absolute blast of earnings.
AEM is the best gold miner in the world. B lacks the quality and historical excellence. You have so much money in the gold industry, yet don’t understand why AEM has a premium. Rookie who got lucky.
yeah AEM is comparable to B. for some reason B is lagging behind AEM. it has identical gold production, market cap and profits but B is lagging behind. could be because B doesn’t have permanent CEO yet. hoping Q4 report changes that
Nice job Op. AEM looks like it’s a good spot to buy right now where it hasn’t broken back out after October like the other majors
No new individual picks for me (just feeding VTI/VXUS) but I have some QS I’m gonna let ride (very small % of portfolio) Also have a gold miner (AEM) and copper (SCCO). Took profit from AEM over the last couple months, maybe too soon, but was up over 250% from my basis and seemed prudent. Still have a small amount on the table.
I got a lot between sil and SILJ, going to throw all my bond money into SLV. I ended up selling out of AEM and NEM due to unnecessary overlap with GDX and GDXJ etc. Wish me luck tomorrow
I mean with oil so cheap and metal prices so high it's almost difficult for a miner to not make money If you are even half decent at valuing businesses and can avoid the obvious pitfalls the potential is just unbelievable Even if you think miners are doomed it's worth chucking a few bucks into at least the ETF's, the risk / reward asymmetry is just unbelievable right now For example, AEM's (Agnico Eagle) FCF is going up *faster than the stock price*. And it's up 124% on the year. That is absolutely wild
I direct dev teams for a Fortune 500. Every time I see a company using AEM, I have to assume that their CTO just absolutely loves to burn money *after* they wipe their asses with it. Then, they inhale the smoke to get some semblance of that long, long-ago time, back when they had more than 3 functional brain cells. Similarly, Adobe Commerce is a complete mockery of what Magento once was, and it's not integrated into AEM well at all. It's like a drunken hillbilly decided to weld his old broken down trunk onto his mobile home so give himself yet another bathroom for their wipe/burn/inhale ritual.
AEM -7% I’d buy if i had overnight hours lol
B is outperforming NEM and AEM. The setup is better, same with P/E and growth prospects with Fourmile and maybe Riko Diq (but that's riskier). IPO of the Fourmile/North American Assets is coming. Watch out.
Damn OK I'm in then. What about AEM? Already too popular? They are so established figured it was a safe bet
Nice, I was going to go deep into AEM and NEM but those are good too
FIX, GOOGL, ALAB. If I thought it was a bullish year. I'm not convinced. So. AEM, XLU, XLV.
Ones on my watch list that I haven’t taken the plunge on: MLI (mueller industrials- makes copper plumbing materials among other things ) V (visa) ONDS (onidas- a drone manufacturer) ERIE (Erie insurances company) Djco (daily journal- Charlie mungers holding company) PGR (progressive insurance) WM (waste management ) Ones I own I’d consider more of: AEM (agnico eagle mines- Canadian gold miner) RNMBY (rheinmetall- European defense manufacturing) CVX- (chevron oil)
Wild how I went from +3 to -7, must be adobe bag holders. Adobes entire business model is predicated on images and videos being unbelievably difficult to create at professional quality. They have some revenue in website orchestration like AEM, but in large part they are tooling for professionals to create things. It’s becoming exceedingly obvious that 1- Professional experience is not longer required to create high quality images and video 2- The relative cost of image creation and video creation is already going down. Look at the video game industry, ad industry, etc. the job listings in those industries for artists have fallen off a cliff. You can argue that the subscription model they have is super sticky and that ai doesn’t 1:1 replace everything adobe can do yet, but it’s undoubtedly true that content creation is getting commoditized already and better ai / greater adoption will only make it worse so their ability to extract margins is going to massively decline over the next few years. I’ve seen many adobe fanboys try to say that adobe is going to win the ai creation competition which is 1: completely false their models are absolutely trash when even compared to Chinese open source models like seedream 2: even if it was true and they have the best models somehow, their business depends on creation being a professional skill set and having zero viable competitors (their margins are absurd).
CDE - gold and mining stock AEM IAG
Time to rotate into the juniors imo, the mega caps may only move hard if there will be degen option plays from the masses. If you still wanna play the majors, AEM, WPM, FNV are fundamentally way better than Barrick.
I have been DCAing many mineral mining stocks like HL, CDE, AEM and the like. Recently got into energy ETFs like PHO and VDE. also WM is always good to DCA in my opinion. That said, I decided to sell all my tech stock (42 NVDA and AMD, RIGHT before the AMD spike over $200=(....... But I moved a lot of that capital into my Robinhood account where I've been DCAing all those I mentioned (and some I didn't) PLUS selling options on TSLL. Been getting 10%/month on average since August so.... Can't complain yet
I stand corrected thankyou for the input. I still can share some mining stocks if you’re interested with better ror than mag 7. AU GFI KGC NEM B ZIJMY AEM
Wonder if Barrick will split up into Africa and NA components. Wonder if it does... if AEM picks up the NA assets.
It's a good stock. Actually, AEM bought $6 million of GQC at $0.60. my portfolio is focused on juniors because I'm looking aiming for 1-3000% giants.
I actually went with call options on miners AEM/B/GFI/NEM But I cut some of my losses during the dip.
Some potential opportunities. AEM is set up to make money when gold is > $1800. Stock is down 20% in 2 weeks. RDDT sharp growth was confirmed days ago. They appear to have gotten away with having 98% of their work done by unpaid volunteers. Stock is down 33% from recent highs, down 20% since the day after earnings. RKT is priced the same as it was before it massively expanded by completing acquisition of Redfin and Mr Cooper. Recent stat is the one third of current mortgages could be refinanced for a couple thousand dollars of savings or more. Crypto is probably fairy dust, but a crime family administration is guaranteeing its success with the full faith and credit of the United States of America. Main constituents down 20% in recent weeks. Meta is evil and mints money. Down almost 25% from ATH after reporting strong earnings. Uber has quietly switched from mild profit to reporting a tripling of profits as of today. Down 10%. Solar is free electricity from the sky. One leader in solar is up 100% this year, while another best of breed name is down 90% and priced at pre-pandemic levels. This, as consumers face parabolic cost increases for electricity and major corporations are outbidding each other daily for every drop of the highest cost electricity. Some of these will continue to implode. But some are becoming buying opportunities.
NEM and AEM smash earnings and crickets. Then no news will happen and they go up another 10%
https://preview.redd.it/qo5mkcxix9yf1.jpeg?width=1170&format=pjpg&auto=webp&s=4db4d54947d7172b35119a3c572cf400dfc57d1f AEM - gold stock 200 March 2026 call @ 6.0 Let’s see how this goes
AEM just announced an EPS 19% over expected. So I'm hoping I'm going to be selling all these shares I just bought
AEM is mining ~3.5 million ounces of gold at $950 an ounce. Gold dips 10% from ATH and crushes their stock 20% Even at $4,000 an ounce, that's still $3000/oz of free cash flow.
Time to buy AEM now. 19% increase in EPS is unheard of
AEM off making cool billions on the yellow metal but apparently the stock market don't care
I wanna long AEM but Jim Cranmer also suggests owning the stock… what to do
My port is in Gold, MSFT, GOOGL, and AEM.. With earnings tonight, tomorrow I'll either be eating steak, or fkn two minute noodles.. we'll see.
It won’t move until AEM earnings I think.
I bought GLD, AEM, B, and NEM, all at the top. Fuck. My. Life. Literally going to need donations to restart my port. I'm cooked.
So, thoughts - dump or hold? Most are red now. GLD MAR20 365C AEM SEPT18 200C B JAN16 37C B MAR20 35C B SEPT18 40C NEM JAN16 100C NEM SEPT18 100C
Me two weeks after buying AEM/B/NEM/GFI 😐🔫
Very true. I've been looking at AEM, which is up 108% YTD.
Why are you holding this it isn’t moving for you? Sell and put it in $GLD or $AEM? Gold is going to continue to 🚀
If gold has another major selloff in AH/Premarket, my port will be fully charliekirked. I went all in on GLD, AEM, B, NEM 💀
Can we pump NEM/B/AEM/GFI? P/E's of 15,14, 20, and 20 respectively Gold going to the fkn moon on the back of nervous banks and mango man. Your AI slop stocks with their triple digit P/Es don't look so hot in comparison
1. I think it greatly depends. Living with your parents with few expenses? Maybe 1-3 months. Are you the only breadwinner in a family of 5? Maybe 1 year at least. 2. I put about 10% of my investments in XHLF for this exact reason in my brokerage. If you do put some aside to 'buy the dip', I suggest you have it in _something_ gaining you interest in the interim. On the other have, nothing wrong with dollar cost averaging into investments you feel confident in. 3. Depends. I have a traditional IRA, a Roth, and a brokerage each with different goals. My Roth is just GLDM, AMZN, and VGT, about equal shares of each. I should add VOO, and probably SCHD, but I don't have much in there ATM. The goal here is just growth with some preservation. My IRA is mostly dividend assets I believe in, including SCHD, though with some growth and preservation in there as well (even a bit of TQQQ for some spice). This will likely be my main source of income in retirement, and I'm really just focused on that. My brokerage is mixed, with individual stocks I believe in (e.g. AEM, AMAT) and high income yielding ETFs that I might lean on in hard economic times (e.g. QQQI). But, this is just me. It's _essential_ you think about what you want out of these products before deciding how to invest. 4. I basically listen to Buffett and instigate stocks he has confidence in to see if they will work for me. 5. Real Estate if you have the money and patience to deal with tenants.
Genuine advice on my port. How fucked am I. GLD OCT24 '25 400C NOV07 '25 400C MAR20 '26 365C AEM SEPT18 '26 200C B JAN16'26 37C MAR20 '26 35C MAR20 '26 50C SEPT18 '26 40C NEM JAN16 '26 100C SEPT18 '26 100C Basically all of it is red after the last ~24hrs. Most expiries are quite a ways away, but still, hurts to look at..
They've actually been fairly disciplined on not making shitty purchases. 2010 saw miners buying all sorts of shit that never paid off when prices tanked. NEM and AEM focusing on cost reduction rather than growth is smart leadership. Juniors will be where the real tanking happens.
AEM actual call play gold miner with the best earnings
Probably you’ll be fine over the long term - the gold miners have gone up a lot but so has gold so their quarterly results will be great next month. It is possible we have a short term correction so be prepared to hold or buy more - to reduce risk I would buy a larger gold miner EQX or AEM if you aren’t familiar with the space
I should trim my position on my calls on $AEM bc I’m up 247%. I was first to buy the Jan 2027 $150 calls back in the end of March.
AEM Agnico Eagle Look at their net profit increases y/y for each earnings coming out. It's just insane
The failing fiat currency only is screaming buy hard assets. So gold/silver and their mining stocks, timber REITs, oil stocks, income producing real estate...... I am sitting on about 5% physical gold/silver, a good chunk of GDX, NEM AEM B and lots of CVX XOM BP
https://preview.redd.it/o0eltd24sxvf1.jpeg?width=1080&format=pjpg&auto=webp&s=2a811b515d8f4d909256b62a7670a18fee0eee03 My options on AEM, B, IAG, and SLV this last Friday. SLV expires 10/31 but at least the goldies are good til late Nov
Yes a lot of exposure to gdxj, AEM? And nem
AEM/B/GFI/NEM didn't have a good night.. ouch.. No wonder my port bled fkn 10k today. Hopefully they recover during the session.. Gold is still green for the day, for now.
Agnico Eagle Mines is actually so OP. My port simply cannot have a red day with AEM in the portfolio. Its impossible
AEM Gold mining company headed for $200 before earnings which I'm taking a wild guess will absolutely smash at current Gold prices
I'm holding UAMY CRML UUUU for the next couple years personally. I can only speak for myself but I am bullish. These are very small companies with lots of upside, but be prepared for volatility. If it going down 20% in one day makes you lose sleep I'd sell and go gold miners like AEM and NEM. Much more stable but still tons of upside
https://preview.redd.it/29wu1cjajcvf1.jpeg?width=1440&format=pjpg&auto=webp&s=2c61ef155ef2912b2a45f77da98571a31ee3760c Been holding GLD, AEM, B, GFI, and NEM calls for the last month.. This is insane.. wtf do I do - do I sell everything and sit on the cash??
Really waiting for a crash so I can 🏦 those VIX calls then wait til S&P is up 20% from its lowest low and go long then. I have switched to a more defensive bullish position by putting a lot of $$ into $AEM $AG $CDE $GLD $SLV
They are printing like a Mofo! $GLD and $AEM to the moon Alice!
Bought a bunch of Jan 28’ $400 calls on Sept 16 and up six figures already! $GLD and $AEM are my biggest positions in my portfolio along with $AVGO and $NVDA. All glory to God, for blessings me with these winners! GLTA and let’s do it!
Why not sell 20-25% and buy some puts 3-6 months out, to hedge your position? IMHO, I believe the bull market will last til the end of the year and then we might crash 30-40%. Also, I’m doing well in $GLD and $AEM. Gold will probably go to 5k or higher next year. 10-15% of your portfolio, imo should be in Precious Metals. GL to you OP!
Yeah, the S&P’s basically an AI ETF now, if NVIDIA sneezes, the market catches a cold. I’ve been looking outside that bubble: small/mid-caps like SMCI, CELH, TMDX, or PLTR still have upside. For international exposure, TSM, JD, or NVS look solid. Metals like AEM or PAAS hedge the chaos. Feels like a good time to diversify instead of going all-in on the AI hype. But still AI is here to stay and in my turn I ll stay in AI.🤖
CRML UUUU and AEM holding up my port for dear life in the green
Literally what I was thinking. I suspect AEM/B/GFI/NEM will absolutely kill earnings (Although I think GFI is half yearly so no reports for a while).
I hold a huge chunk of both. Crazy because earnings season is right around the corner, I was thinking AEM could push 190 on blowout report but now it just may get us back to all time highs or less
Literally. Wiped 20% off my portfolio NEM/AEM Dumped 5%, GFI 8%. Fkn unreal.
Your choice is basically to own a stock that’s derived of gold itself, or companies that mine it, or, in the very small and speculative end, those that explore to try and find it. I like AEM, a gold miner. They say their all in costs to produce gold are around $1800. It means they’re still wickedly profitable even if gold itself goes down from here. Of course any sign of gold price slide and they’d be pushed down anyway.
AEM is pretty much all gold and it's the most pricier AG has mines in South America CDE and HL have mines in the US so they're much safer and they might even get Government support
That’s been my play. Gold miners like AEM have costs around $1800, so gold price of $2000 lets them operate with a lean profit. Gold at $4000 gives them 11 times as much profit. It’s crazy. The problem is, if gold drops to $3800, sellers will punish miner stocks like they’re going out of business. Not that they should, but they will.
For large cap gold miners, would go in heavy on AEM or NEM?
AEM MP Or Something Else
I hold a very large NEM and AEM position so I won't complain. So much upside still
No the miners, AEM NEM HL PAAS all have earnings due soon that will reflect their profits from the all time high silver and gold price
Sorry to all AEM/NEM holders, I bought calls yesterday.
I opened Green across all my positions. Port was like 80k. Now it's 68 😂😵💫 AEM/B/GFI/NEM all wiped out my gains today. MSFT is no better.
I always am I sold my LLY OCT17 740C at a loss two weeks ago and moved everything into MSFT, AEM, B, GFI, NEM.
AEM B NEM PAAS HL earnings should be solid. However I would wait for closer to their date like a 2-3dte just in case the market decides to nosedive this month
Nah AEM NEM PAAS even the etfs. They literally go up every single day anymore, perfect for 0dte calls
Gold and Silver miners due to report earnings on the new all time record commodity highs NEM – October 22, 2025 AEM – October 29, 2025 PAAS – November 12, 2025 HIL – October 29, 2025
NEM, AEM, PAAS Got my eye on HIL for a big breakout too
I didn't buy XAU or GLD I went in on AEM, B, GFI, and NEM options for March 26/Sept 26. The day after I buy calls, the CEOs of B & NEM resign.
top 5 mining tickers to watch: NEM, AEM, GOLD, AU, and KGC. Their earning reports in October are going to be real juicy. If unsure which to pick, GDX and GDXJ should stay ripping
NEM, AEM, GOLD, AU and KGC. I have a close eye and smaller holding in HL as well
Any stocks that mostly have green days? Ex: APP, RYCEY, AEM
AEM is now my fav stock. So chill. Makes money
Had calls on Kinross, barrick, and now I am considering leaps or warrants on AEM. I had 2 degrees in geology and experience in mining, and based on my knowledge, if gold continues to climb up, the types of deposits they are extracting are going to moon them. NFA
Buy leaps 2 years out on $GLD and $AEM with a 70 or better delta and you’ll be rich!
I just buy leaps calls on $AEM $GLD and $SLV. Looking for a 3-5x in a couple years!
Hide in $AEM, $NEM and $AG these are solid miners and will continue to do well for years to come
AEM Agnico Eagle Everytime the US money supply expands, their product gets more valuable, and they are one of the best in their industry. The US is almost certainly going to keep expanding the money ey supply 😂 If generalist investors really look into gold miners, the amount of capital inflows into the sector will be MASSIVE compared to its relatively small size.
Unfamilair with BGF I own some gold stream company stocks. They are finance companies lend money to miners and they get to buy discount price on AU-AG crops. AEM, NEW, and B are some of them. Not all into gold own other energy sources also.