JPM
JPMorgan Chase & Co.
stock NYSE

JPM

The price pressure will ease as we cross the $100/oz mark. Billions of ounces are out there avaialble, just not at the current price. Also everyone needs to keep in mind JPM physical silver hoard is estimated to be at approximately 750 Million ounces PHYSICAL in storage. They start dumping that and it will flatten the price structure significantly.

If JPM is back to green today, others will follow.

It’s now at 303, and downgraded to Perform by JPM. Still a buy?

JPM beat earnings and dropped 4 goddamn percent. I'm bag holding this shit till I retire

**Current Price:** \~GBX 123 / CAD 2.29 **Market Cap:** \~£580m / CAD 1.06B
Amaroq just transitioned from a developer to a producer, beating its FY2025 production guidance during a commissioning year. You are buying a high-grade gold mine that is ramping up exactly as major banks (JPM, Goldman) forecast gold to hit $4,000-$5,000/oz in 2026. The kicker? The US government is actively looking to invest in Greenland to counter China, and Amaroq holds the keys to the region's copper and strategic minerals.
**1. The Cash Flow Engine is Live** Most junior miners fail because they can't build the mine. Amaroq has crossed that bridge.
* **Production Beat:** They just reported FY2025 production of \~6,600 oz, beating the midpoint of their 6-7koz guidance.
* **High Grade:** This is a narrow-vein deposit with historical grades of 18-28 g/t.High grade protects margins if prices dip.
* **Phase 2 Catalyst:** The real re-rate happens in Q2 2026. They are installing a flotation circuit to boost recovery rates to \~90%.This is pure margin expansion.
**2. The Macro Setup (Gold Supercycle)** The valuation looks reasonable at current gold prices, but it looks like a steal if you believe the institutional consensus for 2026/2027:
* **J.P. Morgan:** Forecasts $5,055/oz by Q4 2026.
* **Bank of America:** Sees upside to $5,000/oz.If gold goes to $4,000+, Amaroq's free cash flow from the Nalunaq mine alone could likely self-fund their massive exploration portfolio, eliminating the need for dilution.
**3. The Geopolitical "Put" Option** This is the unique value driver. The US is scrambling to secure critical minerals outside of China's control.
* **Strategic Assets:** Amaroq owns the Sava Copper Belt (potential IOCG system) and Stendalen (Nickel/PGM).
* **US Government Funding:** CEO Eldur Olafsson confirmed they are in discussions with US agencies regarding direct investment and infrastructure support.
* **The Moat:** If the US wants Greenland's minerals, Amaroq is the primary industrial partner in the region.
**Valuation & Asymmetry** The stock trades like a developer, but the risk profile has shifted to that of a producer. You are effectively paying for the gold mine and getting the copper/strategic minerals and the "US National Security" premium for free.
**Key Risks**
* **Nugget Effect:** The gold is coarse and erratic. Quarterly production will be volatile. You have to look at annual averages, not quarterly misses/beats.
* **Execution:** They need to deliver Phase 2 on time (Q2 2026) to hit the 90% recovery targets.
* **Logistics:** It's the Arctic. Weather can delay shipments and increase working capital requirements.

Corn holding up my JPM and BrkB bags
Palpatine: Ironic 

I am sorry JPM for thinking it 315 was the end of the dip.
Please, stop

Anyone else adding META, CRM, MSFT, and JPM?

    STOCKS = [
        'MSFT', 'AMZN', 'GOOGL', 'META', 'AAPL', 'TSLA', 'NFLX', 'KO', 'NVDA',
        'TSM', 'ARM', 'PLTR', 'JPM', 'V', 'BX', 'LLY', 'JNJ', 'PG', 'WMT', 'CAT', 'ASML', 'AVGO'
    ]


   
# Broad market and leveraged ETFs (The "Sword & Shield").
    ETFS = [
        'UPRO', 'TQQQ', 'SOXL', 'TMF', 'YINN',  
# 3x Leveraged (High Risk/High Reward)
        'GLD', 'SLV', 'USO', 'URA', 'EEM', 'VNQ'      
# Gold, Silver, Oil, Uranium, Frontier, Real Estate (Safe Havens)
    ]
   
   
# Major Cryptocurrencies.
    CRYPTO = ['X:BTCUSD', 'X:ETHUSD', 'X:SOLUSD', 'X:LINKUSD']
For anyone wondering the tickers I used..

I wonder how much JPM's downside is the common folk going to Yahoo and seeing red on EPS, not knowing about the Apple CC deal

Welcome to the club of beating earnings but falling on valuation concerns, BAC holders!
From, JPM baggies.

JPM looking mighty submissive and breedable this morning

JPM QuantSignals Katy 1M Prediction

Metals were severely undervalued due to price manipulation, especially by JPM which has been fined repeatedly for it.
But considering record demand for silver for industrial purposes, a huge disconnect between silver being traded on paper and physical silver, and the end of that manipulation, the price is skyrocketing.
Imo we're still in early innings, don't be surprised if it keeps blowing the fuck up for the foreseeable future

JPM had some major silver shorts back then. Still do, but price suppression only works for so long when silver is in very high demand and there is a legitimate shortage.

JPM vs everyone else

JPM is going to come back fast. Too value heavy

Those who played JPM earnings yesterday, are we playing any more bank earnings today? BAC? WFC?

Ape IMNM, the CEO speaks today at JPM health conference.