SA

princess_dai_13

It’s regardium levio-SA

ParsnipDecent6530

You literally cannot be convicted of pedophilia. We're not parsing words, any dude on the epstein list will not be convicted of pedophilia, ghislane maxwell was not convicted of pedophilia. Nobody has ever been convicted of pedophilia. But lots of dudes have experienced negative consequences in prison for being convicted of SA or child molestation... those are illegal. As I said at first, being a pedophile isn't illegal, acting on it is.

flbnah

The halt, which CME said lasted about 35 minutes, came on the same day that the futures contract for March delivery expired, a key date for traders looking to roll over their positions. Futures rose before settling 1.9% higher at $2.969 per million British thermal unit. Trading in metals, including gold and copper, on Globex was also halted before resuming at around 1:45 p.m. Central Time. The latest glitch “erases confidence over liquidity and price discovery at a time when the market has been contending with a market dysfunctioning given the wild price swings,” Nicky Shiels, head of metals strategy at MKS PAMP SA.

_hiddenscout

I use SA as well, didn't realize that had that. Usually use stocktwits for earnings. They rolled out a bot recently that does pretty decent summaries off the 10ks. I like stocktwits for a tool like that for news and what not, but never really post or read people's stuff around each name.

Axwe8

# **SAMSUNG** LIVESTREAM ON NOW https://www.youtube.com/watch?v=SA93zbnoR4U S26 coming out

skarfbeaulonee

Honestly though JFK was the last decent president whose investment in science made the U.SA. a better place for decades to come and they put a bullet in his brain. Now we just drag diaper shitting puppets out of the nearest retirement home.

averagetoddler

how many SA cases does the hockey team have

aywwts4

Took a beat today to digest the Q4 2025 gold miner reports, which is about 25% of my portfolio at this point because I'm a greedy fucker and want that sweet gold leverage. I've always had the thesis: Dividends are for boomers, the Gold Mining play is going to get crowded with rotations out of the QQQ crowd and other FOMO trades late to gold look for value. (Doesn't even mean overbought when they do, but they are already coming) Because of this I chase miners with the largest pure gains, Everyone's books are fantastic, debts paid off giant war-chests, now looking for who is investing in ***buybacks*** not boomer bait dividends. This is a massive shift, not a buy and hold for 10 year Berkshire play. Keep sizing up SA, gold was down and Seabridge went up, which tells me someone large is inside trading on key JV news or permitting approval. But for the miners, NEM announced guidance that they are going to pull less gold from the ground as prior, and B announced an end to buybacks, which tells me their leadership thinks their stock is overweight and they don't share my bull Gold thesis, so I sold 100% of those fools. KGC and AEM are who I rotated into. KGC is growing compellingly and continues buybacks (CFO said buybacks start "next week" on the Feb 18 call), AEM is doing great, both are continuing buybacks and announced a 2B buyback programs. This is just guarenteed returns on top of returns, and when gold finally does find a top, my dividends aren't cut like a public-school-pizza. In short, Dumped NEM and B, Bought SA and KGC and AEM with the money. Don't buy PM miners without signing up for COMEX margin change email newsletters, if they get fucky again DUMP EVERYTHING and rebuy at the bottom.

Nervous-Yak-4642

Does that mean it’s bad if rich people SA little kids again? Someone should ask Pam

Prestigious_Crew_467

gotta crash out and shout that during a hearing while there's a shit ton of SA survivors behind you

AntoniaFauci

If you flew back 15 years I could have identified with 100% accuracy who the future MAGAs would be. They’re the guy in your school mostly known for SA and sports. The one at work who got their job through family connections. Who refuses training and free education because it’s boring and they have “street smarts”. The one who doesn’t get promoted because of their self-limiting abilities and attitude, but blames “the system”. The one that cheats on taxes. The one that’s always bringing mlm crap to work. The chreestian who acts the opposite of what the text book says. The one that’s always grifting, putting in false time cards, stealing work supplies, has a natural belief women as objects. The one that has constant hr issues.

Stockholm86er

Check this [Tariff change map](https://www.nytimes.com/interactive/2026/business/economy/trump-tariff-tracker.html) to see how it actually differs from the existing Tariffs. EU has the trade deal so same rate, With this move he actually lowered the tariff on Canada, Mexico, China, Brazil, India, Japan, Kazak SA, Libya, Thailand. He did increase the tariff on Great Britain, Argentina, Russia, Iran, Iraq, and African countries. Not sure he knows this so don't tell him...

Clean-Arrival-9323

Do you have any price target for SA?

Sufficient-Skill9530

Between the USD crumbling and likely war with Iran, this is my chaos maxxing stack, Kraken Robotics MDA Space  Calian Group Haivision And of course, need some energy side bets, Tenaz Energy Saturn Oil & Gas  Cameco  NexGen Energy  Oh, and finish it off with some gold, Jaguar Mining Mineros SA That’s my war and treasure portfolio. Hopefully it helps me ride the coming storm. 

PicardyPlayer

Permitted, but some family tribe challenging substantially start. Court ruling end of the month. Unlikely to go against SA having spent half a billion on infrastructure

motorcycle-emptiness

I think I need to join the next SA meeting at my local church. Stocks Anonymous. Shits getting out of hand.

Ok-Piano8789

did he SA your sister too or is that only for his own family

Weekly-Sun7992

I couldn’t see the numbers, blocked by SA victims.

Average_TechSpec

Even though Japan didnt hit the .4% on GDP SA - Being above negative is already a good thing for them. Lets just hope they can continue the path.

TexasHazeMaster

I need to get back on SA for the entertainment lol

ironcladjogging

Brazil's economy is effectively one gigantic commodity - metals, oil, wood pulp, grain, soybean, sugar, pork, on an on - and this idiot wants to short the country as we rotate into a commodity supercycle. There's a reason EWZ is up \~50% in a year. I personally own: \- EWZ \- Nubank \- B3 SA Bolsy (Brazilian stock exchange) \- BAK (agriculture) Look up any of those tickers and tell me how they've performed since the start of the year. Newsflash: banks perform well in an economic boom. OP is a moron.

Maine2Maui

Lots of shitting on MF. Yet to the man none are following the approach espoused by them, which is long term. So the comments are BS because they don't follow the approach. Even Buffett has had his share of turkeys and it's well known that stocks blow up and then often rebound. Yet, he holds them long term. Use MF, SA, any service as lead generation, then do your own research. Read The Intelligent Investor and learn to think critically. DONT believe the claim that no fund manager ever beats the SP consistently it's false. Numerous have from Bill Miller to Will Danoff at Contrafund to others, though lots of others are turkeys. If you are comfortable with being average and having lower risk just go Boglehead. You'll never beat the market but that's OK for many. Too many here clearly don't understand what they are doing and just speculate chasing short term gains. It's NOT a game. Most work too hard to invest like they are gambling. Need a strategy, here's an easy one. Put 90% in ETFs that will average your risk and reward aka ride the wave with the masses whether it peaks or blows up. If you then have the orientation, get educated, do the hard work and use the 10% to invest in some smart individual stocks. If you are like most, some will grow and some will not. Unless they blow up, give them time to recover if the investment thesis holds. 5 years is good. 3 months is mostly bullshit and is not investing. BTW, I've invested for almost 50 years following getting degrees in economics and business and doing what I recommend here. I retired at 45 the first time because this worked VERY well for me. I also then started multiple businesses which had a 50% success rate, ie half failed, half succeeded. I learned early to spread my bets, live economically and continue investing in good or bad times. ALL learned from Ben Grahams books. I retired fully again at 55 in Hawaii and just enjoy life. No one builds a business or investment portfolio over night, and few over the short term unless they get lucky. Lots of people made big money on NVDA AMZN, GOOGL, AAPL, others buying in early and holding on. I did some myself and got some of those from Jim Cramer. But I did my own research from there. Do your own homework or just buy mass ETFs. You'll never stand out but you can still get rich. Time in the market, constantly saving and investing are probably responsible for 50-60% of returns.

MuricanWisecrack

europoors it is. Take a look at REPLY SA.

marcoporno

China is working the world to get resources, in Africa, SA and Asia, that the US says they don’t need from us

AluminiumCaffeine

I would think sympathy to AMZN? Which is a little silly since #1 AMZN is NA over SA, and #2 AMZN is down in part due to AWS capex of which MELI doesnt share that same profile

dvdmovie1

"What's ur thoughts? " My thought is that even if fundamentals did start to impact Tesla more, so many people have made so much money the downside would drag out over time. Obviously not an apples-to-apples, but Sears (especially post-2008) increasingly looked like (because it basically was) a walking bankruptcy case and yet, because Eddie Lampert was a billionaire hedge fund manager, there was a sizable group of people that were certain he had a plan ("he could still turn it into his Berkshire!") Even at $2, I was still reading people posting on SA that were certain he had a plan. Meanwhile, he had a plan for himself - loaning money to the company against prime real estate, etc. The company went bankrupt in 2018, but the process was dragged out for years and there were countless short squeezes all the way down. If Tesla ever started the process of heading much lower or even to 0 (and wasn't just able to do some financial engineering llike combining all of his companies into one - and of course the symbol would be MUSK), I think there'd be a lot of people who would continue to be true believers all the way down and it wouldn't be the rapid decline people would think. Like people thought "Eddie Lampert must have a plan for Sears, he's a billionaire hedge fund manager!" people will think that Musk will have many more cards to play.

IronSnatchKitty

So ur saying wo proof a man saying something that the gov. Should go to prison... sooo then why is not 🥭 Elon Clinton and everyone else in those files not in prison for SA children

brk816

PDF is not really in the files?! Really? The dude was a literal convicted sex offender and you say that’s all fabricated? With his bff orange turd was also convicted of SA? This dudes no different than this administration, spouting bullshit trying to get you believe anything he says and refute basic obvious evidence. Wtf read a room.

40StoryMech

Seriously, you could get a whole company of prompt monkeys and SA's for a CEO.

MoltenMirrors

The gerontocracy shitting themselves at work is a venerable meme right now. The White House turns into a fucking nursing home whenever a certain party is in power. I remember reading stories on the SA forums from a Bush WH intern of Rumsfeld's office constantly smelling horrible from his sharts and the ointment he used for diaper rash.

YeahBuddy5000

Not if you look at earnings, which Waymo doesn't yet have. It's equally overvalued. I saw someone on SA calculated their revenue from last year at less than 400M. And no profits.

jbjhill

LA Times [reported](https://www.latimes.com/business/story/2026-01-29/why-tether-buying-gold) that Tether has been buying tons of physical gold every week. “There are roughly 370,000 nuclear bunkers in Switzerland, a legacy of the Cold War that are now rarely used. One of them, though, is a hive of activity. Every week, more than a ton of gold is hauled in to the high-security vault, owned by crypto giant Tether Holdings SA, which is now the world’s largest known hoard of bullion outside of banks and nation states. Over the past year, Tether has quietly become one of the biggest players in the global gold market — the embodiment of a meeting of the crypto and gold worlds whose shared distrust of government debt is a major factor behind the surge in prices to never-before-seen highs above $5,200 an ounce.”

icouldntdecide

I just watched a video where a historian said it's more comparable to the German SA - aka the brownshirts. Things didn't end well for them...

exlongh0rn

Isn’t it interesting how little the population is responding to the mountains of SA evidence against Trump? Not enough people care. Mark my words, this latest release is just part of an inoculation campaign designed to limit how much voters react to the increasingly disturbing epiphanies.

DesignerSea494

Subscribe to my SA. You’ll be the first.

The-Phantom-Blot

Uh .... where are you getting that from? The Fed says the dollar has lost about 25% of its purchasing power since 2018. [https://fred.stlouisfed.org/series/CUUR0000SA0R](https://fred.stlouisfed.org/series/CUUR0000SA0R)

powelii

Haha remember what happened when he lost the election last time? Now he has a personal SA with weapons.

jotakajk

It is pretty clear the ICE is basically a Republican Party militia, akin to Hamas or Hezbollah, or the SA and the Camicie Nere in the 30s

RODjij

Probably more nations and people dumping bonds we haven't heard about yet before they go to Iran. This admin is so fkn random in their day to day operations. Hit 6 different nations -> fly over Iran -> start fighting the public -> go to Venezuela -> say youll go to Mexico, Caribbean, SA -> make threats to Greenland/EU -> right back to Iran again -> maybe talking about Greenland or Mexico.

Pierceus

Unusual options activity in SA, someone was spam buying the 40 and 50 C's last week.

dvdmovie1

Hmmm... let's see what crypto companies are doing. "Every week, more than a ton of gold is hauled in to the high-security vault, owned by crypto giant Tether Holdings SA..." (https://www.bloomberg.com/news/articles/2026-01-28/tether-is-shaking-up-the-gold-market-with-massive-metal-hoard)

Lost-Philosophy-9830

if you don’t mind summarising your SA?

TheBarnacle63

First, miners as a collective group are a terrible investment. I recently wrote an SA article about that. Having said that, $SGDJ is better than most of the miner ETFs.

brk816

The country is on its way to a fascist regime ran by this corrupt administration, its people like Stephen miller, Kristi noem, Greg bovino that are the puppeteers for this kind of rhetoric and the poster child’s for it, trump is the puppet but also has more pull than normal and refuses to let himself or his administration be wrong about anything. Saw this from miles away from his first term, given his track record of narcissism, corruption, scams, lies, over 30 legitimate fraudulent convicted felonies plus SA convictions, best buddies with Epstein and more failed businesses ending in bankruptcy than successes proves that the American dream has been dead for a long time and only applies to slimey people in power making deals with corrupt politicians, lobbyists, and lawyers. The majority that voted for him especially twice are way to damn stupid to see it and now it’s to late. America has some of the dumbest people it’s no joke when trump said he loves the uneducated and smart people don’t like him. Wish this shit was made up but it won’t get any better until this orange turd gets out of office and it’ll take years to even come back from it and then some.

aywwts4

I'm already 100% gold exposed, 70% Gold 30% Miners (B, SA, KGC, NEM in a 1/4 split) So I saw a credit card company was offering 30k unsecured line of credit for 4% so.... this is a fucking casino after-all, Need more miners so I'm already up 4.25% with seabridge pre-market

mastermindman99

From a German perspective this discussion is sending shivers down my spine. Also the SS and SA would act very similar to ICE at the beginning. Some people would protest against it, internationally most countries were just shaking their heads on what was going on. They called Hitler „der kleine Gefreite“ – the little private – a loud, ridiculous man who would never last, who was useful to channel anger but not serious enough to rule a modern state. At first, everything felt chaotic, not totalitarian. Street violence, clashes, “unfortunate incidents”. A journalist beaten up. A politician “missing”. A trade union office burned. Each event on its own was explainable, deniable, isolated. The government condemned “violence from all sides” and promised investigations, which were never carried out or targeted only at political enemies. Internationally, people were puzzled but relaxed. Germany, after all, was a cultured nation. Beethoven, Goethe, engineers, philosophers. Surely this was just another unstable phase of the Weimar Republic, the US had already gotten used to some instability in Europe and Germany. A noisy populist wave that would burn itself out. Inside Germany, many said the same. “Yes, he’s extreme, but he brings order.” “Yes, the SA is brutal, but at least the communists are afraid now.” “Yes, some civil rights are restricted, but it’s temporary, for stability.” And that’s the key thing you guys don’t seem to understand, as you have never lived through something like this: It never feels like the beginning of a dictatorship. It feels like a series of temporary exceptions. The first laws were “emergency measures”. The first arrests were “for security reasons”. The first camps were “protective custody”. The first censorship was “against lies and enemies of the state”. Every step was legal, or made legal by a parliament, which every single member became afraid of opposing „the Führer“. Who spoke out was first politically eliminated. When the real craziness started, nobody was left who could prevent what would come next. By the time people realized the rules had changed, the rules were already gone. The SS and SA didn’t start with gas chambers. They started with intimidation. With lists. With loyalty tests. With asking who is “with us” and who is “against us”. With redefining who counts as a real citizen and who is merely tolerated. A couple of months ago I was still arguing, that the US system would be stable and fragmented enough to withstand those kinds of dynamics. Supreme Court, Congress, House of representatives, White House, strong states, a clever constitution, institutional power globally, a military with spine and brains… all of this seems to be gone and already under one man’s control. The separation of power is gone. The last thing standing between him and a full-on Nazi regime are the midterms. If Trump has learned from Hitler he will use ICE in front of voting stations during the midterms to make sure „no illegal alien who is not eligible to vote“ will enter the voting booth. He will do everything he can to prevent mail-in voting to happen. They know they can physically prevent people from showing up, but they can’t prevent people from sending their ballots in. Listen to what he is saying every day. If what I predict here starts to happen and the people in the US don’t stand up against this immediately, the US will fail as a democracy and I hope we don’t need to return the favor of „liberating“ you

experiencedreview

More ChatGPT. And more abusive language to make yourself feel better… someone really hurt you dint they. You don’t see where the the cutie goes horizontal and you don’t understand the feds attempt to add liquidity to adjust so that the curve is horizontal and the rate set? This “new” framework was applied during the housing crisis and was an excuse to backstop the economy due to a ton of bad loans. Besides you tapping back into chatgpt I’m trying to understand if you have any education at all. The swelling of the balance sheet is massive. They can’t be expected to backstop everyone. Do you not understand what “printing money” means? Someone has to buy this debt. China and India are unloading debt at an unprecedented level and anyone that isn’t , such as SA / JP, aren’t buying what they used to.

KKevus

He's more like Ernst Röhm. The Stabschef of the Sturmabteilung (SA) that is comparable to ICE. Hitler sits in the white house giving orders to his terrorist group.

Fit-Investment-7543

That's some seriously messed-up Gestapo/SA-bullshit going on in the USA. My condolences to the grieving family and friends! It looks like Trump wants to provoke a small civil war and possibly cancel the midterms.

Few_Imagination4533

Put SA’s govt. aside, when you make such statement about a society, could you please educate us on how you came to this conclusion?

shiroandae

Holy fuck they’re really the SA

TinyAdhesiveness5773

sounds good since the USD is shit. SA riyal is pinned.

CrayonConnaisseur

More like the SA. They are the uneducated, dumb thugs who, after the Führer seized power, were disposed of just as quickly as they had been recruited. They already have Röhm... .

derprondo

I mean to each their own, but I remember coming to Reddit from sites like SA, 4chan, and Digg, specifically because the simple UI is far superior and I'll still believe that. Maybe I'm a luddite though.

IronSnatchKitty

They believe what they are told. Except someone being a Fraud. Pedo. SA offender.

Medical-Shoulder-337

China is going to do what Chinas going to do China wont get a foothold in NA. the battleground will be SA & EU. If Europe throws in with China, The US will walk from NATO and the EU is dependent on Nat Gas. Russia will dick them over and they cant restart their nukes up fast enough. All of a sudden Ukraine will get memory holed.

Sufficient-Skill9530

I’ll repeat what I said three days ago… The USS Abraham Lincoln is currently sailing from the South China Sea towards the Middle East. Given the Netanyahu visit to Washington in the December, the recent rhetoric from the US and instability in Iran, I expect that conflict will reignite in the region. Therefore, I sold off most US holdings and am focusing on defence (Kraken Robotics), natural gas (Tenaz Energy) and gold (Mineros SA).  If, and more probably, when, the Houthis start taking shots at the US fleet and Iran closes the Strait of Hormuz the need for naval drones will skyrocket, and Kraken is perfectly placed as a proxy for Anduril.  Since Russia and Iran hold the world’s largest natural gas reserves, the need for secure gas will increase dramatically. Especially for Europe, since gas generation is critical to support their renewable-heavy electrical grids. This is exacerbated by the increased hostility between Europe and the US, and with Tenaz having a heavy focus in the North Sea, I am predicting significant growth. Lastly, gold is a no brainer. US money printer goes brrrrr to pay for the increased military spending, which will devalue USD. Also, people always seek refuge in gold during times of instability. I’m a fan of the solid leadership team and performance history of Mineros SA, so that’s where I’m placing my gold bet. Feel free to tell me I’m wrong though. 

thugtronic

SBSW looks like the most liquid option chain for platinum miners, bonus that they have gold, silver, lithium, rhodium and palladium mines in SA too.

X-FrEaK

I work remotely from the EU to the US. Believe me with 70k it's fucking hard to find competent developers. I think sometimes people forget why the EU and the US are such advanced economies (besides you know, colonisation and ongoing exploitation of poorer countries), our working ethics are way better than mostly everywhere else. Our company was built almost exclusively by South American developers, by the time the Europeans got hired they had no clue about working in AGILE. Planning things was non existent, it was a culture of winging it, and shitty code that, of course, we inherited and to this day, 4 years later, makes our life a living hell. You can hire a shit ton of developers from Latin America or other cheaper parts of the world, but your company will suffer one way or another. Don't even get me started on how AI empowered those kind of developers with higher levels of incompetence. And of course I'm not saying every developer from South American is bad or every European developer is good, but for every 10 good EU ones you have a good SA one

Deviant-Ones

Who knows, it was done that way in the past. The US currency was backed by gold right up until 1971. What is that? 55 years out of our 250 years of being a country? The US has seen different currencies : https://www.philadelphiafed.org/education/money-in-colonial-times?hl=en-US#:~:text=The%201792%20Coinage%20Act%20adopted,%2C%20half%20dollar%2C%20and%20dollar. Who knows maybe there will be a gold backed crypto currency? But maybe take a look at this https://fred.stlouisfed.org/series/CUUR0000SA0R?hl=en-US#:~:text=Observations,Dec%202025%3A%2030.9 The purchase price of your dollar is getting weaker. A dollar yesterday is not the same as a dollar today. Didn't you experience COVID inflation when they printed $4T? They are about to print another $4T. Those printers go brrr

quinnp17

Platinum is also primarily (\~70%) from South Africa, which is a failed state. Russia is also a large supplier. Europe has rolled back rules on EVs which will mean more ICE cars into the future. Future supply is tough to get and the catalytic properties are unique. I think investing in miners in SA is incredibly risky due to the political climate and overall failure of a state that SA is. Personally I think calls on PPLT are a better bet, but in the past month or two the premiums for the calls have greatly increased.

DefiantDelta

my five high flyers CDE, SA, AG, HL, PAAS mmmmhmmm

aywwts4

Awesome, hope it works out for us... 11.1%! The multiplier goes both ways, when gold drops SA drops harder so it's a gut punch, but overall I think it's clear what direction this is going.

aywwts4

You want gold upside but were late to the trade? Seabridge (SA), I've been saying it's popping and will continue to pop, its like the only gold penny stock because its a pre-production mine, undervalued, and now the copper alone is worth as much as the whole mine was valued back in 1.5k gold 8.6% today, 15% this week while gold is only up .5% and 5%, The only holders were crackpots and gold bugs, so it wont get risked off when some boomer ETF freaks out, but at these prices and upside, finding a joint venture partner becomes a clear win for both, and suddenly "Soon" becomes "Now" rapidly. All the news and analysis is lagging way behind the gold spike.

3boobsarenice

SA teens provide me all the advice I need

rudthedud

Yes low input costs are good for any business. You can't just build a data center in SA and then expect low latency LLMs. Let alone the fact you need to cool them which is much more expensive in a hot country. So cheaper power but more water and power needed. Oh ya water is something SA has a shit ton of I forgot /s So back to my original point don't let datacenters hook into the grid and make them produce their own power and push them to make it green.

Stealth-Success

Have a look at EZA. It is linked to south africa- gold is a big factor to SA's future and the country is relatively stable (boring) from an investment point of view.

aywwts4

What causes a "correction" mean reversion presumes there is gravity pulling it down. The gold trade is not about the value of gold, it's about the debasement of Fiat and the last 50 years of the sovereign debt trade. What reverts that? - The answer is not great, so the issue of how much "higher" gold can go is a number that gets stupid, because there is no limit to how low a fiat currency based around international stability and trust running on 38.6T in debt can go if you start attacking the fed and printing money and invading friends. I'm turning some PHYS into SA (Seabridge) to keep riding the leverage on this, re-balancing from 80/20 gold to miners to 70/30.

Sufficient-Skill9530

Bull markets don’t last forever. Trump is going to speak at Davos tomorrow, which isn’t likely to reassure investors. I also anticipate the Iran-Israel to reignite, which I expect before March. Netanyahu cannot allow relations to normalize as he will face potential criminal charges for corruption and potentially for his conduct during the Gaza war. So he will look to trigger a provocation to draw the US into a wider regional conflict.  With this said, I am all in on gold, defence and energy. Right now I am holding some Canadian junior gold miners, such as Jag mining and Mineros SA. For defence, I particularly like, Kraken Robotics, which is well positioned as its a proxy for Anduril and I expect their hardware will play a role in naval warfare during inevitable closure of the Strait of Hormuz.  Energy will be critical. Russia and Iran hold the world’s largest natural gas reserves. When another war begins with Iran, natural gas will become crucial for European electrical grid stability, because Europe is over saturated with renewables that are both intermittent and lack the stabilizing effect of rotating mass. I am making a big bet on Tenaz which is a fast growing player in the Dutch and German North Sea.

aywwts4

Up 24k today, such a fitting number for the entirely dragon based portfolio. This is just the start. SA is still a 10 bagger even at this price.

KRAFT_MAY0

Car-T and NK cell therapies are nothing new. Many biotech and pharma companies have been developing similar products for multiple years. Happy to do some more digging as I work on this industry but this post reads more like assuming the FDA is incompetent, rather than having more stringent review and efficacy data than SA. Always be careful around biotech companies. Even those with good products can do damage to a portfolio if entry isn’t timed perfectly

Sufficient-Skill9530

I sold off 80% of everything I hold on Friday. Totally saw this coming. I only kept gold stocks (Jag and Mineros SA), defence (Kraken), and North Sea natural gas (Tenaz Energy). I’ll look to reevaluate my cash positions after the USS Abraham Lincoln reaches the Middle East, which is where it is heading from the South China Sea. Also, the US just moved F15s to Jordan. Something is going to kickoff soon, mark my words.  

Heartfire987

I'm looking at SAP, Deutsche Telekom AG (open-telekom-cloud), capgemini, Ovh Groupe SA. Still researching abit though.

Sufficient-Skill9530

I own Jag and Mineros SA and both have been solid performers. I am very bullish on gold in general, considering the likelihood of conflict reigniting in the Middle East. Check out the recent US deployment of F-15E Strike Eagles to Jordan, the $8.6 billion deal to provide Israel with 25 new F-15IA jets, and the moment of the US Abraham Lincoln from the South China Sea which is now en route to the region. This indicates to me that a furtherance or war is all but assured. 

Sufficient-Skill9530

The USS Abraham Lincoln is currently sailing from the South China Sea towards the Middle East. Given the Netanyahu visit to Washington in the December, the recent rhetoric from the US and instability in Iran, I expect that conflict will reignite in the region. Therefore, I sold off most US holdings and am focusing on defence (Kraken Robotics), natural gas (Tenaz Energy) and gold (Mineros SA).  If, and more probably, when, the Houthis start taking shots at the US fleet and Iran closes the Strait of Hormuz the need for naval drones will skyrocket, and Kraken is perfectly placed as a proxy for Anduril.  Since Russia and Iran hold the world’s largest natural gas reserves, the need for secure gas will increase dramatically. Especially for Europe, since gas generation is critical to support their renewable-heavy electrical grids. This is exacerbated by the increased hostility between Europe and the US, and with Tenaz having a heavy focus in the North Sea, I am predicting significant growth. Lastly, gold is a no brainer. US money printer goes brrrrr to pay for the increased military spending, which will devalue USD. Also, people always seek refuge in gold during times of instability. I’m a fan of the solid leadership team and performance history of Mineros SA, so that’s where I’m placing my gold bet. Feel free to tell me I’m wrong though. 

Huge_Midget

I remember when SA invaded HH, such good times back then.

Yes_i_am_a_liar

Do you all invest regularly?? I am still a student and want to get started in it. Whatever I can am left with at the end of the week, i don’t wanna keep it in SA. Can I have some guidance?

fiesetrix

US equivalent to Ernst Röhm, SA leader

Various-Impact6177

BYD cars aren’t fixable.  They will open a factory in SA, got caught keeping their workers quartered prison like slaves, forcing them to work long hours. Not one job created in the country they will operate. 

lukikid

I'm in SA, I don't know a single person who doesn't use whatsapp. Most use it only to chat though

Stockyychuck

Reddit 30%。Chatgpt 30%。Barrons 10% and SA 30%

Pentaborane-

The analyst articles are worthless yes (save for literally maybe 2-3 people). I’ve found the stock sorting tools to be fairly useful and I’ve gotten some extremely good tickers out of SA. If you know how to sort the quant picks, it’s somewhat useful. Even just looking at them sector by sector can tell you something about the market. My conviction of a sell off increased last January when I couldn’t find anything on there that wasn’t overbought or unprofitable.

dallast313

Everything is "noise". That is a fundamental truth of gathering any intelligence. >show me an example of good analysis on a stock that is bull and bear case that isn't just fluff repeat of what a bank already wrote I don't see any point of that statement. Making a definitive statements like, "There are no good analysts or analysis on SA." says more about you and your worldview than the platform. Crowd sourcing intelligence has proven to be quite effective. Bernie Madoff was exposed by a "random person". Banks are a joke and have clear/hidden conflicts of interest. Crowd sourcing articles and critiques of said articles is far more useful. I form an opinion. I use SA to explore points/counterpoints. No more. No less. It also is convenient for earnings data/calls. >its not worht 500/year lmao 12 * 20 = 500? I don't pay $500 a year. Discount codes are everywhere. I am willing to pay for tools. I use SA in my process. $500 is nothing anyway IF the tool provides value. It pays for itself quickly. What is hilarious that you are panning SA in the context of a person lamenting selling a stock receiving warnings trading at 415 PE. People like that will sell to early or sell too late. He had no thesis other than group think going in so had no thesis beyond group thing getting out. He was getting burned either way. Seeking Alpha this time. Some random YTer next time.

linux_lynx

PELI Links Acquisition Shell: https://pelicanacq.com/ "PELICAN ACQUISITION CORPORATION is a blank check company established with the primary purpose of facilitating a merger, share exchange, asset acquisition, share purchase, reorganization, or any other form of business combination with one or more businesses. The company's objective is to identify and engage in strategic partnerships or acquisitions that align with its vision of creating long-term value. PELICAN ACQUISITION CORPORATION’s efforts to identify a suitable target business are not restricted to any particular industry or geographic region, allowing for a broad and diverse range of potential opportunities. This flexibility enables PELICAN ACQUISITION CORPORATION to pursue high-potential ventures across various sectors and locations, ensuring a diverse and dynamic approach to its acquisition strategy." Acquisition Target: https://marchgl.com/ Drilling: https://stampededrilling.com/ Engineering: https://www.iptwellsolutions.com/ Logistics: https://www.halliburton.com/ Jan 12 8K with video link https://archive.fast-edgar.com/20260112/APZ2Q22CN222W2Z2222C2CZZMQ82O25SA282/ https://vimeo.com/1129242924?share=copy&fl=sv&fe=ci video features: Neel Duncan, Petrol Engineer; IPT Well Solutions (https://www.iptwellsolutions.com/neel-duncan-managing-direct/) Karim Rammal, Managing Director; Global Corporate Advisory, Think Equity (https://www.think-equity.com/team/karim-rammal) Charles Odom; Director of Global Logistics, Halliburton(https://www.linkedin.com/in/charles-odom-78402a1b/) (Left Halliburton to advise on logistics for the venture) Nick Steinsberger; Petroleum Engineer, https://www.pge.utexas.edu/alumnus/nick ("Nick was promoted to completion manager for the Barnett Shale in 1995 and was responsible for the first slick-water stimulation in the Barnett in 1997, which is referred to as the first modern shale frac.") Robert Price; March GL - Greenland Energy Company (Acquisition target) https://www.linkedin.com/in/robert-b-price-5999032a/ Casper Jansen, Greenland Logisitcs, Heavy Equipment Operations (This guy is unfindable on the internet) Jason Foreman, NA regional manager, Project Management, Halliburton, https://www.linkedin.com/in/jsforeman/ Terry Kuiper, COO of Stampede Drilling, https://stampededrilling.com/management-team/

jhonkas

its 5 points of noise, and on SA you got at least 4 of those articles written by people just cranking out fluff

TheBarnacle63

I only rebalance once a year, but I write for SA.

UNC_Recruiting_Study

Ever since they went to the exorbitant subscription model, I've basically stopped monitoring it. I did chat with several who have departed for other journalistic/news ventures - they had similar issues as SA has changed over the years.

kingsky123

SA was pretty cool many years ago. Now its all trash in trash out.

Samjabr

It's pure speculation. True. But my guess has nothing to do with oil. It is a realigning of the entire ME for the better. Don't want to get into the weeds (it will be fascinating to watch it unfold, though) but almost EVERYONE in the ME fking hates Iran. They are obligated to spend $100s of Billions on weapons just to keep them in-check (Their own Cold War). Iraq/Iran war 1980-1988: Killed 1mil/Wounded \~2 million - Out of 65 million people (Equivalent to 5 million Americans dead) SA -generally #1 buyer of US weapons for the past 20 years - to keep Iran/Houthis out. UAE - Supports the STC who actively fight the Houthis Jordan - Actively helps us shoot down missiles targeting Israel and fly sorties from their borders. Kurds - want them all dead Israel - Duh and most of the other counties not listed just keep it business-casual for trading purposes.

Glam34

Saudi Arabia. They love gold, tall towers, and the initials are SA. whats not to love?

ComfortableSense3604

Well, political parties have been silenced, SA troops sent to the streets, and now an economic takeover. It was nice to know a free world

ApopheniaPays

You can occasionally find a good analyst or two on there. Most of them are trash. It's a glorified financial blogging site, anybody can write for SA, there's no standards of quality. The comment sections are often better than the articles, though.

jrdubbleu

I know what SA is, but what, pray tell is a “quant eating system?”

No_Technology_7133

Btg just literally ramping up at there goose mine in Canada for 300,000 ounces a year, so around October November there guided lower while ramping up which is behind them now. Plus the Mali risk is why they got hit harder then, but they’re producing 600,000 ounces there in mali for 2026, Plus another 400,000 ounces in Namibia and the Philippines. Huge growth incoming. TUD, is a play similarly to seabridge , SA is supposedly announcing a mining partner for the KSM project which will be one of the biggest mines in the world. TUD has a 20 million ounce claim next door, once SA goes there’s a good chance TUD goes with it or soon after.

No_Technology_7133

BTG, CDE, and TUD/SA, plus I’ve got decade resources as a junior exploration company.

FartCanCivic

Lots of oil and tremendous debt to ourself? So win win right? I mean, we saved a lot of goats from SA, so that’s something!

askmeifimacop

Why’s no one talking about SA opening its markets on Feb. 1? No interest in Saudi Aramco or REITs?

Petit_Nicolas1964

Yes. There is nothing wrong with discussing these stocks here, IP should just have referred to SA, the way he writes suggest that these are hus ideas.

ThiccDiddler

Part 3. >While that is true the issue has multiple nuances. First of all there is the big Western media propaganda element in terms of overblowing things If there is war in near future between US and China a lot of these nations won't automatically get involved -- rest assured. They will just steer clear and stay neutral. The start of the conflict will be because China invaded Taiwan. The only country that will stay neutral is probably Vietnam which is fine their neutrality is enough. Japan, Korea and the Philippines will absolutely not stay neutral. They are a eager participant in the first island chain strategy and have every reason to make sure that China does not successfully take and keep Taiwan. They are all in. > But as China keeps getting powerful it will exert its power without actually invading or attacking these nations ..So the threat factor will be lesser and more arrangements/deals and a hierarchical set up  That's the whole point of being allies with the US and having the first island chain strategy. China literally can't exert power. You are using an argument where a threat is successful when the CURRENT US and Asian allies strategy literally revolves around making that threat worthless. >These nations would eventually come to terms with the new arrangement which China is the top dog. That is how it works in real world. Except they never really come to terms with it. They always attempt at some point to break away by using Russia or China like Cuba or Venezuela (among many others who have been removed by the US government). The difference is that Russia and China can't actually do anything to contain the US and don't have the capability to project power that far away and give their SA allies any real help and as long as the first island chain holds China basically never will and Russia has never been on a real path to achieve that capability and even then they also have their own Naval issues that the US exploits to keep them packed away. SE Asian countries do the same as SA except they actually have a major power who can project its entire military might in their region. And they were able to latch on to that power before the close by major power got big enough to do what the US has achieved with South America.

Prudent-Corgi3793

I didn't want this stock, but I ended up with this because I own CMCSA. According to Seeking Alpha consensus earnings estimates, it's trading at 2026E P/E 3.34, 2027E P/E 4.14, and 2028 P/E 4.31. That was assuming a market cap of $5.29 billion, but according to Stock Analysis, it's now trading with a market cap of $4.85 billion, presumably because it's fallen so much in the first few days of trading after the spin off. If so, it's even cheaper. According to SA, equity (book value) is $10.29 billion, which would put its P/B at about 0.5. These metrics are possibly really unreliable given the recent spinoff and the lack of coverage as it's now a small cap, but it almost certainly is encountering adverse selling pressure due to no longer belonging in the S&P 500, the Nasdaq 100, and other significant indices. So my plan is to hold for a little bit anyway to wait for the forced selling to dissipate, and hopefully have some better information to work with. Assuming these numbers and estimates are accurate, using a 10% discount rate and assuming that this is a dying company (like the rest of the cable industry) that will lose net income at 5% per year, I still have the NPV of the next few years of EPS being worth more than the current stock price. I'd really love to know when the first earnings report will be before I decide what to do with this position. I can see myself selling my remaining shares or even adding more.