๐Ÿ“‹ US control over Venezuela's resources leads to claims being paid out

medium convictionFirst mentioned Jan 4, 2026

US control over Venezuela's resources leads to claims being paid out. Rusoro Mining likely to get ~$1.8B from CITGO auction (3x return). Gold Reserve could swap $8.1B claims for mining rights (45x potential). O-I Glass could get $700M from CITGO sale, improving balance sheet.

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entry Jan 4, 2026
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๐ŸŸข
openedJan 4, 2026

US control over Venezuela's resources leads to claims being paid out. Rusoro Mining likely to get ~$1.8B from CITGO auction (3x return). Gold Reserve could swap $8.1B claims for mining rights (45x potential). O-I Glass could get $700M from CITGO sale, improving balance sheet.

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dormantMay 29, 2026

No qualifying thesis event for 45+ days.