Global Contrarian

Looking for unique opportunities around the world- often in EM, small/micro-cap or orphaned places

    • Global ContrarianGlobal Contrarian
      ·01-21 19:00
      $Soluna Holdings, Inc.(SLNHP)$ Soluna Holdings preferred shares are a unique investment case, a hybrid of special situation and capital structure arbitrage. The management keep issuing common shares, which makes $Soluna Holdings, Inc.(SLNH)$ risky, but insiders are heavily invested in the preferred share, where the vaue from common share issuance accrues. The company builds and operates renewable powered data centers in the USA, used for crypto mining and AI compute power provi
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    • Global ContrarianGlobal Contrarian
      ·01-21 18:54
      $GLD 20280121 725.0 CALL$ stay long calls on gold as an overlay to your stock positions.
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    • Global ContrarianGlobal Contrarian
      ·01-21 18:50
      $GLD 20280121 725.0 CALL$ stay headed into gold via long term calls as an overlay to your stock holdings.
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    • Global ContrarianGlobal Contrarian
      ·01-21 17:51
      See my Greenland Investment Theme post for rare earth minerals companies in Greenland which may benefit from the current backdrop.

      Rare Earth Stocks Gain. American Resources up 11%; USA Rare Earth up Another 8%; UAMY, The Metals up over 7%; Critical Metals up 5%

      Rare earth stocks gained on Wednesday. American Resources up 11%; USA Rare Earth up another 8% after a 8.5% rally in prior trading session; UAMY, The Metals up over 7%; Critical Metals, Ramaco...
      Rare Earth Stocks Gain. American Resources up 11%; USA Rare Earth up Another 8%; UAMY, The Metals up over 7%; Critical Metals up 5%
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    • Global ContrarianGlobal Contrarian
      ·01-21 17:51

      GreenX Metals - Greenland Investment Theme Beneficiary !

      This stock has a antimony a key strategic minerals the USA needs for defence industry purposes and where supply is highly controlled by China, Russia, Myanmar and Tajikistan. This is exactly the type of project Trump wants Greenland for and irs more likely to get funded now. The USA needs Antimony. It also holds gold, copper and tungsten exposure. It's part of my Greenland Investment Theme basket, please see my Greenland idea article for more details.
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      GreenX Metals - Greenland Investment Theme Beneficiary !
    • Global ContrarianGlobal Contrarian
      ·01-21 17:47

      Eclipse Metals- Greenland Investment Theme Beneficiary

      This stock has a rare earth minerals deposit in Greenland, just the type of resources the USA wishes to acquire Greenland for, or to secure supply of from Greenland. $ECLIPSE METALS LTD(EPM.AU)$  It's part of my Greenland Investment Theme basket, please see my Greenland idea article for more details.
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      Eclipse Metals- Greenland Investment Theme Beneficiary
    • Global ContrarianGlobal Contrarian
      ·01-21 17:46

      Greenland beneficiary !

      $ENERGY TRANSITION MINERALS LTD(ETM.AU)$ This stock has a rare earth minerals deposit in Greenland, just the type of resources the USA wishes to acquire Greenland for, or to secure supply of from Greenland. It's part of my Greenland Investment Theme basket, please see my Greenland idea article for more details.
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      Greenland beneficiary !
    • Global ContrarianGlobal Contrarian
      ·01-21 17:41
      $CRITICAL METALS CORPORATION(CRML)$ Critical Metals Corp has a large rare earths minerals project in Greenland, this is exactly the thpe of mineral that the USA military industrial complex is looking to find new supplies from in  friendly ally jurisdictions (e.g. not China or Russia etc). Likewise, it has a project in Saudi Arabia, which is trying to put itself on the map and diversify beyond oil, so both projects have good catalysts to get funded. If USA acquires Greenland or just obtaints first refusal over t's resources, companies like this should see their probability of getting funded jump enormously and/or perhaps the company acquired. Also, Critical Metals Corp was out of favor due to a short seller report - whilst this is a risk fin
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    • Global ContrarianGlobal Contrarian
      ·01-21 17:07
      $CRML 20260515 45.0 CALL$ I am long as part of a basket on Greenland natural resource names winning from the current situation- see my idea post for more details.
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    • Global ContrarianGlobal Contrarian
      ·01-21 17:06
      $CRML 20260227 25.0 CALL$ I am long as part of a basket on Greenland natural resource names winning from the current situation- see my idea post for more details.
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