Grizzle

The Significant Value of Water Rights ⚒️💧 Christian Easterday, CEO  Hot Chili Limited (ASX/TSXV: HCH) (OTCQX: HHLKF) ◾️HCH is the holder of the only maritime water concession in Chile ✅ 10-12 yr lead time to secure ◾️6 major undeveloped #copper projects in the Huasco region ➡️ will require Hot Chili's water 💧 ◾️Copper miner Antofagasta sold their water rights & operation for $600M in June '24 👀 ◾️Significant interest from Tier 1 water investors 📈

Oil Investment Framework & 2025 Outlook 🛢️Warren Pies, ERP Cofounder & Strategist, 3Fourteen Research

The Power of Polymetallics ⚒️ Terry Lynch, CEO Power Nickel (TSXV:PNPN) ◾️The greatest mines to have in any economic cycle are polymetallic ➡️ the diverse commodities are natural hedges 📈 #copper #nickel #PGMs ◾️Nisk Discovery keeps getting bigger & better 🔍

Missed our December 4 presentation at Grizzle Commodity 1x1 Conference? Watch CEO Taj Singh outline our fully-funded exploration plans, upcoming NASDAQ First North listing, and why the Nordics present strategic advantages for gold discovery. Watch: https://lnkd.in/gS6z9_5X 🇨🇦 #TSXV: #FNM | 🇺🇸 #OTCQB: #FNMCF #gold #goldstocks #NordicMining #mining #miningstocks #goldexploration #NordicGold #goldequities #miningexploration #juniormining #preciousmetals #commodities #investmentconference #MiningEvent #virtualconference

Blackrock recommending 1-2% in Bitcoin for a portfolio weight. What are they recommending for gold? 🤔 If they aren’t we have to ask why? $IBIT has $54B in assets and charges 0.22% fee - it’s the largest #bitcoin ETF, the second largest less than half the size at $20B $GBTC. Blackrock’s gold ETF $IAU has $34B in assets and charges 25bps. It’s the second largest, half the size of the largest $GLD ($74B and charging 40bps). The cynical view is that this is a power play on Blackrock’s part, $IAU (their #gold ETF) has been in structural decline since 2020 (-25% shares outstanding) even with half the fees of $GLD.  They DO NOT have a financial incentive to push a portfolio gold allocation target for clients. They DO however have all the incentive to push Bitcoin because they’re the largest in the space and would want to continue to grow the AUM lead. Being the largest ETF in a category is everything, where the volume is = lowest bid/ask spread, this incentivizes advisors to put them in that product - as it meets their fiduciary obligation (low fees), and it’s the big known product (no career risk). The biggest ETF player has ALL the financial incentive to push a Bitcoin as a store of wealth over gold.

Grizzle Commodity 1x1 ⚒️🛢️ Podcast & Conference Takeaways iTunes: https://t.co/ZgDMAfwaPS Spotify: https://t.co/y7hzF5Hhh9 Key Takeaways Part 1: https://lnkd.in/gHDyaqB3 Key Takeaways Part 2: https://lnkd.in/gSxf4xr8 #gold #silver #oil #naturalgas #lithium #PGMs #polymetallics #nickel #bitcoin #mining #juniormining

Grizzle Commodity 1x1: Jeroen Blokland - Blokland Smart Multi-Asset Fund ◾️Scarce Assets: A stellar year for the fund 🚀 bitcoin, gold & quality stocks ◾️Why US is only nation trying to fight record debt and deficits ◾️Why 35% allocation to PE is crazy, is it a systematic risk? Link to full interview: https://lnkd.in/gVPjz6bj

Grizzle Commodity 1x1 🛢️ Warren Pies, ERP, Cofounder 3Fourteen Research   ◾️3Fourteen's superior framework to forecast oil prices + 2025 Outlook ◾️Gold's secular bull market; bitcoin: "the risk is not owning it" ◾️Long-term outperformance of the Full Cycle Trend Model: Quality + Trend. FCTE ETF 🚀 Link to full interview: https://lnkd.in/gTF4EYa3

Grizzle Commodity 1x1: James Seyffart, CFA, CAIA - ETF Research Analyst, Bloomberg Intelligence   ◾️Nailing the Bitcoin ETF Boom 🚀 ◾️MSTR & MSTR 2x ETFs impact on the price of Bitcoin ◾️Deep dive on chances and timing of alt-coin ETF approvals ◾️How bullish is Trump for crypto? Link to full interview: https://lnkd.in/gZJikguv

Grizzle Commodity 1x1 ⚒️ Rupert Mitchell - Blind Squirrel Macro ◾️Commodities cycle from a Chinese investment banking perspective ➡️ this cycle - domestic consumption driven ◾️Long China: Different trade equation vs. Trump's 1st term ◾️Capital rotation: OW China / UW India ◾️Long lithium Link to full interview: https://lnkd.in/gi_rBAv8