Slack: C09VCM0PX5H/ts:1771860866.2653

Author: Jesse Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

gold-silver-precious-metals-structural-bull

🟢 [E2106] Bought AG (First Majestic), GC Jul 25 6000 calls, PALL calls, PPLT calls. Looking at BTG and EQX for miner re-rate plays with max expiry, max OTM approach.
supporting · 2026-04-07

iran-hormuz-cascading-supply-shock

🟢 [E2139] Bought wheat ZW July 600 calls. Big plays for next month or two include long food. Bought Soy Bean Meal ZM calls 360 strike exp 6-25-2026. Long wheat and corn as major positions.
supporting · 2026-04-07