Alliance Resource Partners (ARLP) $25.54

Market Cap: $3.28 billion – EPValue: $3.7 billion – P/E (fwd) 9.6 – Dividend 10.9%
Shares Outstanding 128 million – Insider ownership 30%

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MACH Nateral Resourses LP (MNR)* $15.36. – MNR has a trailing dividend at 21%.

This is not to say the dividend going forward will remain at this rate. The cash pay-out, is directly tied to the price of oil & gas and therefore is a variable payout quarter by quarter. LOTM is impressed by the large scale insider buying being done by one board member William McMullen.

Two-year chart from StockCharts.com

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Investment Assumption: The US Dollar is being devalued by roughtly 7 to 8% annually to deal with our unpayable debt.
What works from an investment perspective in this situation? Hard assets from land and natural resources to scarce assets and Rapid Growth that is higher than the depreciation of the US Dollar.
Bitcoin is both scarce (maxinum 21 million shares) and rapid growth with 99% annual appreciation for 13 years.

In the last 13 years, the Bitcoin index (in USD) had a compound annual growth rate of 99.39%

ZTA is heavily focuse on Physical Metal related investments, Oil & Gas dividend payments for “hard asset” exposure. On the rapid growth side we have exposure to Crypto/Blockchain, AI Data Centers and AI applications in the medical related field. Healwell AI (HWAIF*) is our expoosure to AI in the medical Continue reading →

(and I mean BIG BUYING)

TXO Partners has a trailing yield of 15.48% The amount is variable and paid quarterly. The payout varies with the price of oil and gas.

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Outcrop is a high grade silver discovery company, located in Columbia S.A. Grades are among the largest in the world. Outcrop activity is focused on defining the current discovery and expanding the scope of the discovery. Outcrop cost per ounce of silver in the ground is about $2.00. It is estimated that current resource is about $37 million ounces.

Notes

Market Cap is about $68 million – Shares outstanding are around 376.2 million.
10-day average trading vol is about 779,000 – Eric Sprott is a 21 percent owner.

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Comments on three Uranium/Nuclear positions and on two newly acquired positions in Bitcoin Treasury stocks.

For forward Information: LOTM does not have a very big positions in the Nuclear industry.

Accounts related to LOTM own small positions in:

• Cameco (CCJ*) $57.40
• VanEck Uranium & Nuclear ETF (NLR*) $95.77
• BWX Technologies (BWXT*) $114.74

We are treating the three companies as one industry focused position. If we see weakness in the general market that causes us concern, we will sell these position very quickly to reduce margin. We might sell these three if we see something more interesting as well. News out of D.C. has these stocks strong at present. These are some of the highest quality ideas in the Uranium/Nuclear space. Continue reading →

High Volume Breakout on news of NASDAQ Listing on May 12^th 2025

LOTM is sharing this not as a news pump but as a reason to celebrate.

Congrats to those of you who bought DeFi and held or added to the position during the March market correction. The same goes for Galaxy Digital (BRPHF*) – Galaxy will begin trading on the NASDAQ on May 16, – four days after the May 12^th listing of DeFi Tech on NASDAQ.

This is a goal reached, and a project completed – Anticipating and seeing Galaxy Digital and DeFi listed on NASDAQ. I absolutely believe Bitcoin and Crypto are still in their early days – early years. There will be fireworks in the stock price as we approach the listing dates. Much of it may be priced in now. Over the next month or two, don’t be surprised if there is a price pull back in each companies’ stock price. Decide this weekend what, when and how you are going to react to every scenario that may present itself. Selling some shares to celebrate and enjoy the fruits of this project is warranted. Continue reading →

BitBonds for refinancing Treasury Debt

Bitcoin Treasury bonds may help US refinance $14T debt — VanEck exec

“BitBonds” would allow the US to save money to refinance $14 trillion of debt even in a scenario where Bitcoin “goes to zero,” VanEck’s Matthew Sigel said.

April 16, 2025 CoinTelegraph
VanEck’s head of research has pitched a new type of US Treasury bond partially backed by Bitcoin to help refinance $14 trillion in US debt.
Matthew Sigel pitched the concept of “BitBonds” — US Treasury bonds with exposure to Bitcoin — at the Strategic Bitcoin Reserve Summit 2025 on April 15.
The new 10-year bonds would be composed of 90% traditional debt and 10% BTC exposure, Sigel said, appealing to both the Treasury and global investors.
Even in a scenario where Bitcoin “goes to zero,” BitBonds would allow the US to save money to refinance an estimated $14 trillion of debt Continue reading →