$GRZ · 海外大V持仓追踪

$GRZ 现在是什么情况？

最近有人说了 $GRZ 什么？

下面是最近 3 条提及 $GRZ 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-01-04看多原文
  US now has control over Venezuela $17T+ Oil and $2T+ Mineral reserves. This is the Gold Rush of 2026. If your first thought was profiting on the situation, here's how: $GRZ.V ($289.61M) | $RMLFF ($582m) - $8.1B+ in claims from Gold Reserves. Over 45 times (4500%+) upside in pure assets if the full amount gets paid out to Gold Mining LTD. Gold Reserves ( $GRZ.V) - Basically, Gold Reserve filed a new $7 billion claim (Gold Reserve v. Venezuela II) for the expropriation of their stake in the Siembra Minera project (Brisas/Cristinas mines). They already won a $1.1B arbitral award, which is 5x their share price (floor). But, the full claim is unlikely as in a US-led reconstruction, Venezuela won't have the cash to pay $8.1B. Instead, Gold Reserve would swap these massive debts for control of Siembra Minera rights back, one of the largest undeveloped gold/copper deposits on earth. Which presents extremely considerable upside (but this is higher risk). Rusoro Mining ( $RMLFF ) – The "Citgo Auction" Current Market Cap: ~$582M USD Claim Value: ~$1.87 Billion (including interest) Unlike many others, Rusoro has attached its claim to the ongoing Delaware Court auction of PDV Holding. If the CITGO auction clears at a reasonable price, Rusoro gets paid in US Dollars, likely in 2025. This would result in a cash injection of ~$1.8B into a company trading at ~$580M. This implies a ~200% to 300% return from current levels TLDR: $RMLFF (Rusoro) - ~3x return driven by the CITGO Auction in the USA (High probability, lower multiple). TLDR: $GRZ (Gold Reserve) - potential ~45x return driven by Regime Change/Nation Building and swapping debt for mining rights (Lower probability, massive multiple). What else? ConocoPhillips ( $COP, $119B MC) - Owed $10B+. They are the "whale" of creditors. This is extremely considerable amount of assets, but less impactful compared to $GRZ.V. Chevron $CVX - Never fully left. They have been operating under a special OFAC license (General License 41). ExxonMobil $XOM - Claims ~$1.6B Tidewater ( $TDW ): Claims ~$80M O-I Glass ( $OI ): Claims ~$700M, 35% cash injection relative to market cap. This is a sleeper hit. If they get their $700M from the Citgo sale, it dramatically improves their balance sheet.
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• 2026-01-04中性原文
  This is an incredible opportunity for retail investors since institutions were LARGELY caught off guard regarding direct US military takeover of Venezuela. (classified operation involving Delta Force) Valuing the sudden return of $19T+ in mineral rights ( $GRZ.V a small $200M company ) has definitely not been priced in yet. So we'll likely see a frenzy for many of these names in overnight trading and market open. Again, this is the new gold rush in 2026, and retail has the opportunity of a lifetime if they find the right tickers.
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• 2026-01-04中性原文
  Many of these like $GRZ.V or $ASHM were risky, distressed assets, frozen because of Venezuelan government. Now that there's a regime change from Maduro, all of their value (gold mines, bonds) just got unlocked. For that reason, lot of these are not on Nasdaq / NYSE because of small marketcap or foreign companies with Venezuelan interest, so you would need to go to $IBKR or others to access then.
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