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<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">
<infoTable><nameOfIssuer>ABBVIE INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>00287Y109</cusip><value>281733</value><shrsOrPrnAmt><sshPrnamt>1077</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>1077</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>ALBEMARLE CORP</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>012653101</cusip><value>386626</value><shrsOrPrnAmt><sshPrnamt>3655</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>3655</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>ALBEMARLE CORP</nameOfIssuer><titleOfClass>7.25% DEP SHS A</titleOfClass><cusip>012653200</cusip><value>1919436</value><shrsOrPrnAmt><sshPrnamt>42056</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>42056</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>APPLE INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>037833100</cusip><value>1157247</value><shrsOrPrnAmt><sshPrnamt>3475</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>3475</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer><titleOfClass>CL B NEW</titleOfClass><cusip>084670702</cusip><value>4157385</value><shrsOrPrnAmt><sshPrnamt>8349</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>8349</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>BORGWARNER INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>099724106</cusip><value>5849245</value><shrsOrPrnAmt><sshPrnamt>97309</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>97309</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>CATERPILLAR INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>149123101</cusip><value>579715</value><shrsOrPrnAmt><sshPrnamt>715</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>715</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>CISCO SYS INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>17275R102</cusip><value>334299</value><shrsOrPrnAmt><sshPrnamt>3106</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>3106</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>COCA COLA CO</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>191216100</cusip><value>264266</value><shrsOrPrnAmt><sshPrnamt>3070</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>3070</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>COMMUNITY FINANCIAL SYSTEM I</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>203607106</cusip><value>280910</value><shrsOrPrnAmt><sshPrnamt>4718</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>4718</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>CORNING INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>219350105</cusip><value>864593</value><shrsOrPrnAmt><sshPrnamt>5623</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>5623</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>EQUINOR ASA</nameOfIssuer><titleOfClass>SPONSORED ADR</titleOfClass><cusip>29446M102</cusip><value>7334164</value><shrsOrPrnAmt><sshPrnamt>176302</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>176302</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>EURONET WORLDWIDE INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>298736109</cusip><value>3007576</value><shrsOrPrnAmt><sshPrnamt>47838</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>47838</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>EXXONMOBIL HOLDINGS CORP</nameOfIssuer><titleOfClass>COM SHS</titleOfClass><cusip>30233Q108</cusip><value>2904600</value><shrsOrPrnAmt><sshPrnamt>17847</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>17847</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>GE AEROSPACE</nameOfIssuer><titleOfClass>COM NEW</titleOfClass><cusip>369604301</cusip><value>602096</value><shrsOrPrnAmt><sshPrnamt>1928</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>1928</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>GE VERNOVA INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>36828A101</cusip><value>432473</value><shrsOrPrnAmt><sshPrnamt>455</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>455</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>459200101</cusip><value>1051486</value><shrsOrPrnAmt><sshPrnamt>4781</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>4781</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>ISHARES TR</nameOfIssuer><titleOfClass>CORE S&amp;P MCP ETF</titleOfClass><cusip>464287507</cusip><value>386732</value><shrsOrPrnAmt><sshPrnamt>5375</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>5375</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>ISHARES TR</nameOfIssuer><titleOfClass>CORE S&amp;P SCP ETF</titleOfClass><cusip>464287804</cusip><value>335339</value><shrsOrPrnAmt><sshPrnamt>2465</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>2465</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>ISHARES TR</nameOfIssuer><titleOfClass>DEVSMCP EXNA ETF</titleOfClass><cusip>464288497</cusip><value>647275</value><shrsOrPrnAmt><sshPrnamt>9223</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>9223</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>478160104</cusip><value>232442</value><shrsOrPrnAmt><sshPrnamt>878</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>878</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>46625H100</cusip><value>982235</value><shrsOrPrnAmt><sshPrnamt>2969</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>2969</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>LANTHEUS HLDGS INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>516544103</cusip><value>243849</value><shrsOrPrnAmt><sshPrnamt>2450</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>2450</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>58933Y105</cusip><value>288731</value><shrsOrPrnAmt><sshPrnamt>1987</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>1987</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>MICROSOFT CORP</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>594918104</cusip><value>2482436</value><shrsOrPrnAmt><sshPrnamt>4840</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>4840</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>NEWMONT CORP</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>651639106</cusip><value>9373798</value><shrsOrPrnAmt><sshPrnamt>81271</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>81271</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>N6596X109</cusip><value>2306892</value><shrsOrPrnAmt><sshPrnamt>9712</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>9712</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>PETROLEO BRASILEIRO S A</nameOfIssuer><titleOfClass>SPONSORED ADR</titleOfClass><cusip>71654V408</cusip><value>2782431</value><shrsOrPrnAmt><sshPrnamt>133322</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>133322</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>718172109</cusip><value>447283</value><shrsOrPrnAmt><sshPrnamt>2344</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>2344</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>QUALCOMM INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>747525103</cusip><value>2926790</value><shrsOrPrnAmt><sshPrnamt>15903</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>15903</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>75886F107</cusip><value>227481</value><shrsOrPrnAmt><sshPrnamt>300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>300</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>SHELL PLC</nameOfIssuer><titleOfClass>SPON ADS</titleOfClass><cusip>780259305</cusip><value>5462904</value><shrsOrPrnAmt><sshPrnamt>57474</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>57474</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>SIMPLIFY EXCHANGE TRADED FUN</nameOfIssuer><titleOfClass>SIMPLIFY INTERST</titleOfClass><cusip>82889N855</cusip><value>9324408</value><shrsOrPrnAmt><sshPrnamt>148265</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>148265</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer><titleOfClass>TR UNIT</titleOfClass><cusip>78462F103</cusip><value>369113</value><shrsOrPrnAmt><sshPrnamt>484</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>484</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>STERLING INFRASTRUCTURE INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>859241101</cusip><value>355557</value><shrsOrPrnAmt><sshPrnamt>723</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>723</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>TELEFONAKTIEBOLAGET LM ERICS</nameOfIssuer><titleOfClass>ADR B SEK 10</titleOfClass><cusip>294821608</cusip><value>2113559</value><shrsOrPrnAmt><sshPrnamt>230990</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>230990</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>TEREX CORP NEW</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>880779103</cusip><value>2554782</value><shrsOrPrnAmt><sshPrnamt>48570</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>48570</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>882508104</cusip><value>336108</value><shrsOrPrnAmt><sshPrnamt>1200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>1200</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>883556102</cusip><value>438783</value><shrsOrPrnAmt><sshPrnamt>650</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>650</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>TOTALENERGIES SE</nameOfIssuer><titleOfClass>ACT</titleOfClass><cusip>F92124100</cusip><value>3659742</value><shrsOrPrnAmt><sshPrnamt>42804</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>42804</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>UNION PAC CORP</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>907818108</cusip><value>672434</value><shrsOrPrnAmt><sshPrnamt>2471</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>2471</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>VANECK ETF TRUST</nameOfIssuer><titleOfClass>GOLD MINERS ETF</titleOfClass><cusip>92189F106</cusip><value>6182876</value><shrsOrPrnAmt><sshPrnamt>70420</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>70420</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>VANGUARD MALVERN FDS</nameOfIssuer><titleOfClass>STRM INFPROIDX</titleOfClass><cusip>922020805</cusip><value>11053041</value><shrsOrPrnAmt><sshPrnamt>224564</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>224564</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>VANGUARD SCOTTSDALE FDS</nameOfIssuer><titleOfClass>SHORT TERM TREAS</titleOfClass><cusip>92206C102</cusip><value>13904886</value><shrsOrPrnAmt><sshPrnamt>241572</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>241572</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>92343V104</cusip><value>4281231</value><shrsOrPrnAmt><sshPrnamt>93334</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>93334</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>VERMILION ENERGY INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>923725105</cusip><value>4238473</value><shrsOrPrnAmt><sshPrnamt>372122</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>372122</None></votingAuthority></infoTable>
<infoTable><nameOfIssuer>WW GRAINGER INC</nameOfIssuer><titleOfClass>COM</titleOfClass><cusip>384802104</cusip><value>778600</value><shrsOrPrnAmt><sshPrnamt>625</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt><investmentDiscretion>SOLE</investmentDiscretion><votingAuthority><Sole>0</Sole><Shared>0</Shared><None>625</None></votingAuthority></infoTable>
</informationTable>
