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[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.
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[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.