Search

Trade Ideas (6)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 $40.68
$40.68 +0.0%
N/A Finnhub News Finnhub - HYMC
Here are the top movers in Wednesday's sessio...
Feb 18 $40.68
$40.68 +0.0%
N/A Finnhub News Finnhub - HYMC
Top movers in Wednesday's session
Feb 18 $40.68
$40.68 +0.0%
LONG Diane Garrett Silver is facing a "structural deficit" not seen in five years, while China is restricting exports. Concurrently, industrial demand is surging due to AI data centers, solar panels, and solid-state batteries (which require ~2kg of silver per vehicle). Silver is often traded purely as a precious metal (currency hedge), but the industrial use case is creating a physical floor. If the US imports 64% of its silver and classifies it as a critical mineral while supply tightens, prices must rise to incentivize new production (which is difficult as silver is usually a byproduct). Long Silver exposure via ETFs or miners. Garrett mentions a momentum analyst forecasting $300 silver (extreme bull case), but the fundamental floor is rising. Global recession reducing industrial demand; new mining supply coming online faster than expected. Bloomberg Markets
China Doesn't Want Russia to Lose Ukraine War...
Feb 18 $40.68
$40.68 +0.0%
WATCH Benzinga Hycroft Mining announced a "55% growth in both gold and silver," causing its shares to rise 5.21% to $35.35. The headline is impactful but critically vague. The term "growth" is undefined, creating significant uncertainty. An elite analyst would not commit capital based on a headline alone. The key is to wait for the company to provide specifics on whether this growth is in production, proven reserves, or a less certain resource category. The stock should be placed on a watch list pending clarification. The news is potentially very bullish, but the risk of a "sell the news" event is extremely high if the details are less impressive than the headline implies. The next catalyst will be a detailed press release from Hycroft. The primary risk of waiting is missing further upside if the market continues to trade on momentum before the full details are released and the news is confirmed to be highly positive. The risk of acting prematurely (going long) is a sharp reversal if the details disappoint. Finnhub - HYMC
Hycroft Mining Holding shares are trading hig...
Feb 18 $40.68
$40.68 +0.0%
N/A Finnhub News Finnhub - HYMC
Hycroft Files Independent Technical Report Up...
Feb 17 $33.60
$40.68 +21.1%
N/A Finnhub News Finnhub - HYMC
Hycroft Mining Stock Drops: What's Behind The...