@ColdmanSax Avatar @ColdmanSax ColdmanSax

ColdmanSax posts on X about copper, $fmto, in the, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 42% countries 26% stocks 11% cryptocurrencies 6% luxury brands 3% technology brands 3% travel destinations 2% automotive brands 1% currencies 1% celebrities 1%

Social topic influence copper 13%, $fmto 12%, in the 11%, gold 9%, $glenl 8%, business 8%, $lunto 8%, market 6%, china 5%, $ivnto 4%

Top accounts mentioned or mentioned by @yellowlablife @statedept @jenstilmanydots @respeculator @robertivanhoe @realdonaldtrump @secrubio @travmoneyofmine @immayieldguy @mariusstani @wewalkwillow @ap @austerfelix @latinmines @wsj @afurknox @michaelbhorner @twinturboce1ica @scottiwillo @madrush222

Top assets mentioned Barrick Gold Corp. (GOLD) LoungeM (LZM) TMC the metals company Inc. Common Stock (TMC) Bitcoin (BTC) Energy Fuels Inc. (UUUU) Ramaco Resources, Inc. Common Stock (METC) GrafTech International Ltd. (EAF) BHP Group Limited (BHP) Alien Base (ALB) Lithium Americas Corp. Common Shares (LAC) USA Rare Earth, Inc. Class A Common Stock (USAR) Perpetua Resources Corp. Common Shares (PPTA) N/A (TITO) Nova Minerals Limited (NVA)

Top Social Posts

Top posts by engagements in the last [--] hours

"Glad to see @robert_ivanhoe spreading the good word in the Oval Office And it seems hes back in favor with the Trump Administration Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re-industrialization of the United States' economy. Today mining as a sector only represents 1% of the S&P500. However with your leadership and the Project https://t.co/TiLkdBPcJW Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re-industrialization of the United States' economy. Today"
X Link 2026-02-03T16:37Z [----] followers, [---] engagements

"Big news with US-based Virtus buying Chemaf one of DRC's crown jewel assets. https://www.bloomberg.com/news/articles/2026-02-06/virtus-agrees-to-buy-congo-cobalt-miner-as-us-pact-drives-deals https://www.bloomberg.com/news/articles/2026-02-06/virtus-agrees-to-buy-congo-cobalt-miner-as-us-pact-drives-deals"
X Link 2026-02-06T19:43Z [----] followers, [----] engagements

"Nothing new. Always has been 🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER DRC Cobalt + copper giant Zambia #Copper belt Zimbabw #Lithium surge Namibia #Uranium + lithium South Africa PGMs + manganese Morocco Phosphates West Africa: #Gold belts across Mali Burkina https://t.co/BihWvrU07p 🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER DRC Cobalt + copper giant Zambia #Copper belt Zimbabw #Lithium surge Namibia #Uranium + lithium South Africa PGMs + manganese Morocco Phosphates West Africa: #Gold belts across Mali Burkina https://t.co/BihWvrU07p"
X Link 2026-02-14T20:14Z [----] followers, [----] engagements

"The Rules of Portfolio Management [--]. Manage VaR [--]. Dont blow yourself up (again) The Rules of Bitcoin [--]. Buy Bitcoin [--]. Don't Sell the Bitcoin The Rules of Bitcoin [--]. Buy Bitcoin [--]. Don't Sell the Bitcoin"
X Link 2026-02-04T12:50Z [----] followers, [---] engagements

"Tether now holds 140mt of gold - and rising. BIG CHANGE from the first time I looked at what exactly was backing Tether in [----] when gold holdings basically rounded down to ZERO. Crypto permabulls realize that their digital beanie babies should probably be backed by SOMETHING"
X Link 2026-02-04T13:47Z [----] followers, [----] engagements

"Indonesia has telegraphed this policy well but implementing the quota system will still move nickel and cobalt markets. With 60% of world Ni supply they are creating a one-country cartel. Same game plan as the DRC with their cobalt quotas (and 76% of world Co supply). WORLDS BIGGEST NICKEL MINE IN INDONESIA TOLD TO SLASH OUTPUT WORLDS BIGGEST NICKEL MINE IN INDONESIA TOLD TO SLASH OUTPUT"
X Link 2026-02-11T12:11Z [----] followers, [----] engagements

"The big question is WHO IS NEXT for US govt investment/project financing/offtake. Here are some from my list. $ELBM $LYC.AX $TLO.TO $IPX $ELVR $USAR $SLI $UUUU $LZM $TMC $METC $NB $PPTA $TI.TO $GPH.V $NVA $EAF $IONR Buckle up"
X Link 2025-10-07T12:50Z [----] followers, 25.7K engagements

"Expect some big headlines from these meetings. On February [--] @SecRubio will host the inaugural Critical Minerals Ministerial at @StateDept. The United States will welcome delegations from over [--] nations to advance collective efforts to strengthen and diversify critical minerals supply chains. Read more: On February [--] @SecRubio will host the inaugural Critical Minerals Ministerial at @StateDept. The United States will welcome delegations from over [--] nations to advance collective efforts to strengthen and diversify critical minerals supply chains. Read more:"
X Link 2026-02-03T16:35Z [----] followers, [----] engagements

"The reality in a bull market As an operator you want a tier-1 deposit that can withstand the cycles. As an investor you should buy the high cost negative NPV leveraged explorer that needs underlying prices to double just to survive. This is the potential 100+ bagger. @TRAVmoneyofmine @ImmaYieldGuy https://t.co/DmhD1dwMgm @TRAVmoneyofmine @ImmaYieldGuy https://t.co/DmhD1dwMgm"
X Link 2026-02-11T12:07Z [----] followers, 10.7K engagements

"You're going to see a lot more US involvement in DRC mining. This is just the first beachhead. US-backed fund agrees to buy stake in Glencores DR Congo mines https://t.co/A8e927gpcX US-backed fund agrees to buy stake in Glencores DR Congo mines https://t.co/A8e927gpcX"
X Link 2026-02-03T16:28Z [----] followers, [----] engagements

"YES Will Washingtons $12bn Project Vault launch a minerals hoarding race https://t.co/FVcceN48ni Will Washingtons $12bn Project Vault launch a minerals hoarding race https://t.co/FVcceN48ni"
X Link 2026-02-10T14:24Z [----] followers, [----] engagements

"Setting the stage for more US involvement in the DRC including in the east Blackwater founder Erik Prince deployed a private security force to operate drones and help Democratic Republic of Congo's army secure the strategic city of Uvira against Rwanda-backed rebels four people briefed on the mission said. https://t.co/Wja3Oq2jW0 Blackwater founder Erik Prince deployed a private security force to operate drones and help Democratic Republic of Congo's army secure the strategic city of Uvira against Rwanda-backed rebels four people briefed on the mission said. https://t.co/Wja3Oq2jW0"
X Link 2026-02-11T13:32Z [----] followers, [----] engagements

"This has lived in the back of my mind since @YellowLabLife and I spoke about it in early [----]. With Orion Virtus KoBold and other US companies + @StateDept taking a larger more active interest in the DRC it's time to revisit restructuring Gecamines with US backing. The Koala was going to longform some thoughts on the DRC - USA minerals deal we all await specifics on but just going to put the koala's proposal here. [--] step TLDR: 1) 49% ownership Gecamines to the USA for $5 billion (which will be used to buy American defense equipment and The Koala was going to longform some thoughts on the DRC"
X Link 2026-02-15T12:53Z [----] followers, [----] engagements

"I think you meant to say that bondholders will own the equity in the next 3-6 months Our plan is to equitize our convertible debt over the next [--] years. Our plan is to equitize our convertible debt over the next [--] years"
X Link 2026-02-15T23:17Z [----] followers, [----] engagements

"Buying 110k mt/yr (mid-range) COPPER production for $1.865 billion = $17k/mtpa of Cu. NOT BAD in this market and one example of being BETTER TO BUY THAN BUILD. As it was a private operated generally by non-mining groups (Trafigura and Mubadala) there is probably"
X Link 2021-09-25T15:12Z [----] followers, [--] engagements

"GOOD EXPLORATION UPSIDE. Spain is a good jurisdiction as well. $FM.TO has had their Cobre Las Cruces mine there since acquiring Inmet in [----]. HIGH GRADE AND LOW COST but on the smaller tonnage side"
X Link 2021-09-25T15:18Z [----] followers, [--] engagements

"$BHP is looking to quietly slip back into Africa after spinning off $S32.AX in [----]. And who better to partner with than FRIEDLAND AND $IVN.TO . https://www.mining.com/web/bhp-discussing-congo-copper-deal-in-shift-of-strategy/ https://www.mining.com/web/bhp-discussing-congo-copper-deal-in-shift-of-strategy/"
X Link 2021-10-07T11:11Z [----] followers, [--] engagements

"This is the GENIUS of IVAN THE GREAT. $GLEN.L bought the rest of CERREJON COAL (66%) for about $588 million BUT $GLEN.L takes over CASH FLOW from the mine in [----]. SMART AGREEMENT as they may end up GETTING PAID TO TAKE THE ASSET. https://www.miningweekly.com/article/buy-a-coal-mine-get-a-bonus-glencore-makes-fortune-on-colombian-deal-2021-10-28/rep_id:3650 https://www.miningweekly.com/article/buy-a-coal-mine-get-a-bonus-glencore-makes-fortune-on-colombian-deal-2021-10-28/rep_id:3650"
X Link 2021-10-28T20:02Z [----] followers, [--] engagements

"I was just thinking about Kabanga Nickel the other day. Their plans to raise $1.3 billion for development might be difficult since the original licenses were REVOKED from $GOLD and $GLEN.L in [----] when Tanzania conveniently changed the MINING code. https://www.miningweekly.com/article/kabanga-says-tanzania-mine-may-answer-elon-musks-nickel-plea-2021-11-19 https://www.miningweekly.com/article/kabanga-says-tanzania-mine-may-answer-elon-musks-nickel-plea-2021-11-19"
X Link 2021-11-19T11:50Z [----] followers, [--] engagements

"Some of the back-story. Though it doesn't seem that $GOLD or $GLEN.L were too surprised or upset by it - it certainly DOES NOT encourage other foreign miners. https://www.reuters.com/article/us-tanzania-mining/tanzania-cancels-license-of-barrick-glencore-nickel-project-idUSKCN1ID0O7 https://www.reuters.com/article/us-tanzania-mining/tanzania-cancels-license-of-barrick-glencore-nickel-project-idUSKCN1ID0O7"
X Link 2021-11-19T11:52Z [----] followers, [--] engagements

"It is of course easy to say now but this negative headline out of Peru for $HOC.L was a SCREAMING buying opportunity for a quick trade OR MORE after falling 60% from the open. The value lost (temporarily) was above and beyond the value of the mines. https://www.ft.com/content/74521753-c47a-4f1d-900f-8272f10e9305 https://www.ft.com/content/74521753-c47a-4f1d-900f-8272f10e9305"
X Link 2021-11-24T19:58Z [----] followers, [--] engagements

"It reminds me of my initial ENTRY into $FM.TO back in [----] when DRC expropriated some of their assets. The stock fell WELL BELOW the level that assigned ZERO VALUE to those assets so I loaded up - and STILL hold my investment. BUY WHEN THERE IS BLOOD IN THE STREETS"
X Link 2021-11-24T20:00Z [----] followers, [--] engagements

"Im sure IVAN THE GREAT can pull some cash together to buy $GLEN.Ls COAL business. The chance of this happening IS NOT ZERO If the majority of large shareholders want us to spin off the coal business we will listen to what they say - Glencore CEO Gary Nagle tells investors and analysts. If the majority of large shareholders want us to spin off the coal business we will listen to what they say - Glencore CEO Gary Nagle tells investors and analysts"
X Link 2021-12-02T15:52Z [----] followers, [--] engagements

"Good to see some COPPER M&A. This makes $CS.TO more of a liquid mid-cap (with Mantos just beneath $FM.TO and $TECK.TO) and focused on the Americas. SMART MOVE and another example of INCREASING SCARCITY of PRODUCING COPPER MINES available to acquire. https://www.miningweekly.com/article/capstonemantos-merger-gives-life-to-americas-copper-miner-2021-12-01/rep_id:3650 https://www.miningweekly.com/article/capstonemantos-merger-gives-life-to-americas-copper-miner-2021-12-01/rep_id:3650"
X Link 2021-12-05T14:52Z [----] followers, [--] engagements

"Founder/Chairman of $IBRK (for a while had a BETTER credit rating than $JPM) Thomas Peterffy (who understands MARKET CREATION as good as ANYONE) says bitcoin could go to ZERO and it could also go to a MILLION DOLLARS. I AGREE. https://www.forbes.com/sites/billybambrough/2022/01/04/why-a-billionaire-bitcoin-and-ethereum-skeptic-suddenly-just-flipped-and-made-a-wild-crypto-price-prediction/sh=4a134c1e3a5e https://www.forbes.com/sites/billybambrough/2022/01/04/why-a-billionaire-bitcoin-and-ethereum-skeptic-suddenly-just-flipped-and-made-a-wild-crypto-price-prediction/sh=4a134c1e3a5e"
X Link 2022-01-09T01:20Z [----] followers, [--] engagements

"I'm not sure how the former CEO of Bulgari (Bluebell Chairman/CIO) has any idea about MINERAL ASSET PORTFOLIO STRATEGY for $GLEN.L - but I would BUY that COAL SPINOFF. https://www.mining.com/activist-investor-bluebell-presses-glencore-to-spin-off-coal-assets/ https://www.mining.com/activist-investor-bluebell-presses-glencore-to-spin-off-coal-assets/"
X Link 2022-02-20T12:47Z [----] followers, [--] engagements

"SOMEBODY at $GLEN.L SMELLS ARBITRAGE. https://www.mining.com/glencore-eyes-adding-lithium-to-trading-business-report/ https://www.mining.com/glencore-eyes-adding-lithium-to-trading-business-report/"
X Link 2023-01-04T13:54Z [----] followers, [---] engagements

"Few things better than a PROPER SITE VISIT to put all the pieces together. Critical when you are looking at a DISTRICT-SCALE play across two countries and three listed companies $LUN.TO $FIL.TO $NGEX.V"
X Link 2023-01-27T14:18Z [----] followers, [----] engagements

"The likelihood that Botswana can mine + cut/polish + market their own stones is probably pretty high. Bad news for De Beers / $AAL.L but a reasonable decision for Botswana. Still more signs of growing RESOURCE NATIONALISM Botswana is threatening to walk away from its long-term partnership with De Beers. In this time of political and economic uncertainty one has to wonder whether now is the time for Botswana to kill the goose that lays the diamond eggs. https://t.co/tQcSN4Sgsh Botswana is threatening to walk away from its long-term partnership with De Beers. In this time of political and"
X Link 2023-03-29T14:54Z [----] followers, [---] engagements

"Looking back at the GENIUS $LUN.TO acquisition of Caserones I dug into the history of that mine. Largely discovered by none other than Ross Beaty. And check out the other mines that original company held"
X Link 2023-05-10T17:10Z [----] followers, [---] engagements

"Good question but the answer is to OWN BOTH + the Mother Ship $LUN.TO. Ignore all prior/existing positions; position yourself for the next [--] months: Ignore all prior/existing positions; position yourself for the next [--] months:"
X Link 2023-05-11T13:35Z [----] followers, [----] engagements

"@MariusStani @jenstilmanydots Absolutely. These are CORE POSITIONS for me. But don't forget the Mother Ship - $LUN.TO"
X Link 2023-10-15T14:19Z [----] followers, [----] engagements

"$FM.TO looks like good value down here. Its pricing in a loss of Cobre Panama but I think that is unlikely. Reminds me of [----] when DRC expropriated some mines and the stock sold off more than the contribution of those mines - first time I took a big position in the company"
X Link 2023-11-02T10:12Z [----] followers, [----] engagements

"#MINERS $GLEN.L Even with Ivan gone still the smartest guys in the business. Good enough assets with the right commodity mix and the trading business gives them serious torque in a bull market"
X Link 2023-11-02T14:10Z [----] followers, [----] engagements

"#MINERS $LUN.TO Best mgmt team in the industry with real skin in the game and their name on the door. Great assets with proven track record of discoveries + expansion. Top jurisdictions. $IVN.TO Top mgmt team with the right commodity mix with clear funding strategies"
X Link 2023-11-02T14:11Z [----] followers, [----] engagements

"#COPPER $FM.TO Beaten down and deep value at this point. Bad news on CP largely priced in and lots of growth in the pipeline. Similar story to [----] DRC expropriation which was a great entry level"
X Link 2023-11-02T14:11Z [----] followers, [----] engagements

"I'm not usually one to watch intraday charts but the price action in $FM.TO after some proper BAD NEWS looks like a good entry level to test here for a long-term position. Scarce #copper asset portfolio and they probably should never have bought Inmet for Cobre Panama anyways"
X Link 2023-11-28T17:05Z [----] followers, [----] engagements

"Looking at my watchlist I think there are some possible candidates to benefit directly from the $MP deal including $UUUU and $LYC.AX. Maybe also $ARA.TO"
X Link 2025-07-25T16:30Z [----] followers, [---] engagements

"Lithium will likely also be a focus with similar DOD DOE etc support. $ALB might benefit. $PLL $SLI could also get some positive attention - maybe $LAC $JLL.AX. Now is a good time to do work on lithium. Ex-US I also like $LAR $SGML $PMET.TO. All M&A targets"
X Link 2025-07-25T16:38Z [----] followers, [----] engagements

"US govt is likely to keep supporting $IPX. No current production of titanium in the US. US + Europe + most Asia are dependent on one producer in Japan. Titanium is a very obvious focus for DOD DOE etc. $IPX has processing IP but needs resources"
X Link 2025-07-25T16:40Z [----] followers, [----] engagements

"I think now is the time you actually want to own a basket of US copper miners. The domestic premium may or may not stay but permitting reform + domestic investor interest + US govt support make these assets cheap. $IE $CDB.V maybe $USCU.V $WCU.V. I need to do more work here"
X Link 2025-07-25T16:49Z [----] followers, [----] engagements

"Other winners from US govt support might include $EAF and $GPH.V for graphite $TLO.TO and $LZM for nickel and $TUNG.CN for tungsten"
X Link 2025-07-25T16:51Z [----] followers, [----] engagements

"@wewalkwillow Less torque but I like $GLEN.L most of the majors"
X Link 2025-07-25T20:17Z [----] followers, [---] engagements

"A few to add to your specialty metals watchlist. Almonty Industries $AII.TO a tungsten miner in good jurisdictions. Chilean Cobalt $COBA a cobalt-copper explorer and developer in Chile. Electra Battery Materials Corp $ELBM cobalt refiner in Canada - ongoing restructuring"
X Link 2025-08-21T13:39Z [----] followers, [----] engagements

"Some more for your copper watchlist including M&A targets. Trilogy Metals $TMQ Hudbay Minerals $HBM Capstone Copper $CS.TO Solaris Resources $SLS.TO Gunnison Copper $GCU.V Arizona Sonoran Copper $ASCU.TO Gunnison Copper $GCU.TO and Freeport Resources $FRI.V"
X Link 2025-08-21T13:45Z [----] followers, [----] engagements

"And with 1-5lbs of copper per A/C unit all the more demand for copper Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people Their goal is to reach the same living https://t.co/56YbxpSUJZ Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people"
X Link 2025-10-06T22:53Z [----] followers, [----] engagements

"This has always been Saudis hedge on Iran. The moment Iran builds a nuke Saudi will exercise their option and buy a few from Pakistan. APNewsAlert: DUBAI United Arab Emirates (@AP) Defense minister says #Pakistan's nuclear program 'will be made available' to Saudi Arabia if needed under defense pact. APNewsAlert: DUBAI United Arab Emirates (@AP) Defense minister says #Pakistan's nuclear program 'will be made available' to Saudi Arabia if needed under defense pact"
X Link 2025-10-06T23:35Z [----] followers, [----] engagements

"Trump's focus for mining investments is simple. - critical minerals w/ defense + industrial demand and Chinese control - US or US-centric project (mgmt team processing) - near-term production (2-3yrs) or in production - EXIM/DOE/DFC/Pentagon support - an obvious catalyst"
X Link 2025-10-07T13:18Z [----] followers, 10.6K engagements

"@auster_felix @respeculator Doesn't feel right for this list but worth doing your work on $MLX.AX along with $AFM.TO"
X Link 2025-10-07T16:06Z [----] followers, [---] engagements

"Agreed. My bet is that oil follows the trend. Indian demand is running strong and Chinese demand is not as weak as expected - granted some stockpiling is replacing industrial demand. But I think we will soon have an oil bull market. Hard to ignore how cheap oil has become relative to a diversified basket of commodity producers that historically move in close correlation. Commodities rarely diverge for long and this disconnect suggests oil is among the most undervalued resources today in my view. All of https://t.co/6BC7BvTCfp Hard to ignore how cheap oil has become relative to a diversified"
X Link 2025-10-07T23:10Z [----] followers, [----] engagements

"NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug"
X Link 2025-10-07T23:23Z [----] followers, [----] engagements

"THIS is how they once ruled most of the known world What are your first thoughts when you see this breakfast https://t.co/J2Gs00hJk1 What are your first thoughts when you see this breakfast https://t.co/J2Gs00hJk1"
X Link 2025-10-07T23:29Z [----] followers, [----] engagements

"Its a good start BREAKING NEWS BILLIONAIRE JEFFREY GUNDLACH BELIEVES HOLDING A 25% GOLD POSITION ISNT EXCESSIVE The era BREAKING NEWS BILLIONAIRE JEFFREY GUNDLACH BELIEVES HOLDING A 25% GOLD POSITION ISNT EXCESSIVE The era"
X Link 2025-10-07T23:30Z [----] followers, [----] engagements

"For every Element that they (the Chinese) have been able to monopolize we have two. That sentence seems particularly notable https://t.co/5TcdNuNWv2 https://t.co/5TcdNuNWv2"
X Link 2025-10-10T17:05Z [----] followers, [----] engagements

"@latinmines A very good point. Though supermajors increasingly favor porphyrys - and their eyes are set on M&A in the Americas. $FCX $NCM.AX and $RIO could all get involved and can do block cave mining. I also have FULL confidence that the Lundins can raise big capital for this project"
X Link 2021-07-30T10:35Z [----] followers, [--] engagements

"Im sure $WPL.AX shareholders would be HAPPY to help $BHP offload those OIL assets BHP says it's considering options for its petroleum business including a possible sale to Woodside a move that would reduce its exposure to fossil fuels amid growing pressure from investors and governments to act on emissions @WSJ https://t.co/133BAoOFAy BHP says it's considering options for its petroleum business including a possible sale to Woodside a move that would reduce its exposure to fossil fuels amid growing pressure from investors and governments to act on emissions @WSJ https://t.co/133BAoOFAy"
X Link 2021-08-16T11:59Z [----] followers, [--] engagements

"LITHIUM consolidation continues with Zijin $2899.HK taking out $NLC.V. https://www.reuters.com/article/neo-lithium-m-a-zijin-mining/chinas-zijin-mining-to-acquire-neo-lithium-in-737-million-deal-idUSKBN2GZ010 https://www.reuters.com/article/neo-lithium-m-a-zijin-mining/chinas-zijin-mining-to-acquire-neo-lithium-in-737-million-deal-idUSKBN2GZ010"
X Link 2021-10-26T10:21Z [----] followers, [--] engagements

"@AfurKnox @respeculator @michaelbhorner @TwinTurboCe1ica @scottiwillo I would probably BUY a $VALE BASE METALS spinoff. EXCELLENT track record with BIG MINER spinoffs. Just from memory. $S32.AX $DRD $TGA.L and plenty of others. But I'm mostly looking for a JUNIOR NICKEL DEVELOPER. The hunt continues"
X Link 2021-11-24T19:27Z [----] followers, [--] engagements

"China Minmetals and their listed MMG $1208.HK continue their STELLAR track record on operations and community relations as they SHUT DOWN Las Bambas COPPER mine in Peru. Seems it has been shut/blockaded more than NOT. https://www.mining.com/mmg-to-shut-down-las-bambas-copper-mine-by-mid-december/ https://www.mining.com/mmg-to-shut-down-las-bambas-copper-mine-by-mid-december/"
X Link 2021-12-05T14:58Z [----] followers, [--] engagements

"Lundin Energy $LUNE.ST looks like an IDEAL acquisition for a SUPERMAJOR (especially $EQNR) with their HYDRO-POWERED OIL FIELDS that are some of the LOWEST COST in the world ($10/bbl FCF breakeven). Even ESG 'investors' should do the work on this one. https://www.bnnbloomberg.ca/lundin-energy-is-exploring-a-sale-of-10-billion-nordic-oil-producer-1.1688552 https://www.bnnbloomberg.ca/lundin-energy-is-exploring-a-sale-of-10-billion-nordic-oil-producer-1.1688552"
X Link 2021-12-06T11:55Z [----] followers, [--] engagements

"LITHIUM supply is tough to deliver for sure. And $PLS is one of the real LITHIUM miners. Even $AKE.AX has never hit initial nameplate capacity for Phase [--] at Cauchari-Olaroz. Brine or hard-rock LITHIUM SUPPLY IS A CHALLENGE especially for battery-grade material just read PLS earnings. reflecting on memory of orig FS was it $250/T opex at 330ktpa now running at almost 3x FS opex despite nearly 2x output and a relaxed lower target con grade. this was a good deposit by the way. wonder about the shit ones. lithium supply seems hard. just read PLS earnings. reflecting on memory of orig FS was it"
X Link 2023-01-27T14:35Z [----] followers, [---] engagements

"Randgold and now $EDV.L - but Endeavour only gets half credit for its London listing. Cant think of any others that lasted for more than a few quarters. Lots of promotional round-trips listed in London Has anyone ever made money from a London listed mining company Absolute thieves Has anyone ever made money from a London listed mining company Absolute thieves"
X Link 2023-01-27T15:50Z [----] followers, [---] engagements

"This will be interesting to follow as $LMC held BETTER blocks (now held by Loke Marine Minerals and Kongsberg $KOG.OL) than $TMC does in the Clarion-Clipperton Zone. https://www.miningweekly.com/article/lockheed-martin-sells-deep-sea-mining-firm-to-norways-loke-2023-03-17/rep_id:3650 https://www.miningweekly.com/article/lockheed-martin-sells-deep-sea-mining-firm-to-norways-loke-2023-03-17/rep_id:3650"
X Link 2023-03-25T19:07Z [----] followers, [---] engagements

"$ALB bid for $LTR.AX isn't just for a BIG lithium project near production in a US FTA country they're also bidding for relationships with $TSLA $F and LG ES - all tier-1 off-takers. LTR's off-takes will cover the VAST MAJORITY of production from the Kathleen Valley mine"
X Link 2023-03-31T09:44Z [----] followers, [----] engagements

"@madrush222 Mexico isn't going to nationalize silver mines anytime soon but maybe the cartels will. Only half-joking on that. You are probably more at risk with $FRES.L and their lazy management who would be out of business if it weren't for that insane deposit"
X Link 2023-10-25T13:23Z [----] followers, [---] engagements

"@Toronto242M @jenstilmanydots Your RSIs MACDs and all that stuff show you it's oversold. Stating the obvious. Same could be said for $ORSTED.CO - but the difference is that fundamentals tell me that $FM.TO has the bad news almost entirely priced in while Orsted is headed in a different direction"
X Link 2023-11-02T13:34Z [----] followers, [---] engagements

"Interesting to see the $ANTO.L investment into $BVN. More than anything this looks like a setup for #copper M&A by ANTO. They got burned with the Duluth Metals acquisition since their permits were blocked in the US. So they're going to Peru and are initially just investing"
X Link 2024-01-10T22:02Z [----] followers, [----] engagements

"One picture that summarizes the low political risk in #Argentina with the Lundins Vicua District. This will be the 3rd generation of Lundins to achieve exploration success in Argentina - and very likely their BIGGEST SUCCESS YET. $LUN.TO $FIL.TO $NGEX.V #copper Great meeting last week Thank you for your time @JMilei @JackOALundin https://t.co/w6UDZz4Ijc Great meeting last week Thank you for your time @JMilei @JackOALundin https://t.co/w6UDZz4Ijc"
X Link 2024-01-15T13:51Z [----] followers, 12.8K engagements

"Nationalization and expropriation are tough these days. Nobody gets away with it anymore - just ask $FM.TO. What countries do instead is nationalize the cash flow instead of the asset. I lived through this once Zero recourse. Choose your jurisdictions carefully Can African governments just kick out Western-led companies take away their projects and mine their own deposits A few have tried. It didn't work. @AtomicCorp $GLO.TO $GLO CEO Stephen Roman says "Frankly I don't think they can". https://t.co/CyfrKV82A0 Can African governments just kick out Western-led companies take away their projects"
X Link 2024-11-15T18:03Z [----] followers, [----] engagements

"The Lundins might be willing to cover this one in exchange for a few points discounted from future Vicua district royalties. $LUN.TO $NGEX.TO âš  FITCH: ARGENTINA'S INTERNATIONAL RESERVES REMAIN LOW AND INSUFFICIENT TO COMFORTABLY MAKE BOND PAYMENTS IN [----] OF USD4.3 BILLION IN BOTH JANUARY AND JULY âš  FITCH: ARGENTINA'S INTERNATIONAL RESERVES REMAIN LOW AND INSUFFICIENT TO COMFORTABLY MAKE BOND PAYMENTS IN [----] OF USD4.3 BILLION IN BOTH JANUARY AND JULY"
X Link 2024-11-15T19:00Z [----] followers, [----] engagements

"It's hard not to be bullish on copper. Prices likely keep melting higher and equities are where to get the best leverage. $LUN.TO $NGEX.TO $FM.TO $IVN.TO $MARI.TO $HCH.V all are worth doing your work on. I may do more specific summary write-ups on these and others"
X Link 2025-07-25T16:46Z [----] followers, [----] engagements

"It's probably also time to update your work on nickel developers and miners including $LZM $TMC $PNPN.V (+ copper + Saudi) and $NICU.V"
X Link 2025-07-25T16:54Z [----] followers, [----] engagements

"Gold will likely continue to make new highs and I'm still bullish on some miners and developers including $GMIN.TO $PDI.AX $MAU.TO $LUG.TO and $EDV.TO. No real view on royalty companies but the space is heating up. $TNR.V might have upside if @YellowLabLife is successful"
X Link 2025-07-25T17:03Z [----] followers, [----] engagements

"Some more for your rare earth elements REE watchlist. Ramaco Resources $METC new REE mine in the US. Iluka Resources $ILU.AX realizing REE upside alongside their existing mineral sands business. Meteoric Resources $MEI.AX and Ionic Rare Earth $IXR.AX are worth more work"
X Link 2025-08-21T13:55Z [----] followers, [----] engagements

"Anglo $AAL.L and Teck $TCK are both UP 10% to 20% on the back of the merger news. Granted it's a merger of equals so there's no real arb here (for now) - but this market performance tells me one thing: INVESTORS AND CORPORATES WANT MORE COPPER"
X Link 2025-09-09T13:42Z [----] followers, [----] engagements

"Wild to watch $NVDA keep running for now Reminds me of this recent graphic from @mining showing $NVDA mkt cap vs mining companies. Fun fact NVIDIAS MARKET CAP NOW EXCEEDS EVERY NATIONS STOCK MARKET EXCEPT THE U.S. CHINA JAPAN & INDIA Fun fact NVIDIAS MARKET CAP NOW EXCEEDS EVERY NATIONS STOCK MARKET EXCEPT THE U.S. CHINA JAPAN & INDIA"
X Link 2025-09-10T15:25Z [----] followers, [----] engagements

"QIA following @YellowLabLife into $IVN.TO. Big money following smart money :) More copper M&A means rising scarcity value for scalable Tier [--] copper deposits - particularly those already in production and at the bottom end of the cost curve. https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-us500-million-strategic-private-placement-with-qatar-investment-authority-qia/ https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-us500-million-strategic-private-placement-with-qatar-investment-authority-qia/"
X Link 2025-09-17T14:00Z [----] followers, [----] engagements

"$NEM still somehow outperforming $GDXJ YTD - and $FRES.L is definitely outperforming $SILJ YTD A true gold bull market wont peak until Junior miners significant outperform seniors. GDXJ/GDX https://t.co/ASaR86wxbx A true gold bull market wont peak until Junior miners significant outperform seniors. GDXJ/GDX https://t.co/ASaR86wxbx"
X Link 2025-10-06T23:51Z [----] followers, [----] engagements

"Another bullish dynamic here with Chinese rationalization of excess capacity - and the end of no licenses/permits. This comes at a time when demand for all commodities seems to be above expectations. Perfect recipe for a commodities bull cycle. The Era of Cheap Commodities is Ending: Ex. Aluminum China: world's largest producer & consumer of #aluminum 60% of global output. imposed a cap on primary production capacity at 45M mt/yr. Output in [----] was 44M mt. Trade flows change product exportsimports. $CENX https://t.co/AJh4nY431D The Era of Cheap Commodities is Ending: Ex. Aluminum China:"
X Link 2025-10-07T23:22Z [----] followers, [----] engagements

"He who has the gold makes the rules (and also sets the benchmark price of gold). China: "You weaponize the USD (while sending us $1.2T per year in USD trade surpluses) we'll weaponize gold and let's see who runs out first." https://t.co/7gNyKTe9fm China: "You weaponize the USD (while sending us $1.2T per year in USD trade surpluses) we'll weaponize gold and let's see who runs out first." https://t.co/7gNyKTe9fm"
X Link 2025-10-07T23:25Z [----] followers, [----] engagements

"All big tech companies are obligated to join the capex competition - crushing their own margins along the way. even if we lose a couple hundred billion We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence" Mark Zuckerberg of $META has said. https://t.co/IANsO9eWj0 We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence" Mark Zuckerberg of $META has said. https://t.co/IANsO9eWj0"
X Link 2025-10-07T23:28Z [----] followers, [----] engagements

"What could go wrong @ShortPVEquity Apollos raising $10 billion by creating an SPV that owns stakes in funds that own loans that are probably owned by other funds. Its fees all the way down and the bottom is your pension. https://t.co/buHAYk2AYW Apollos raising $10 billion by creating an SPV that owns stakes in funds that own loans that are probably owned by other funds. Its fees all the way down and the bottom is your pension. https://t.co/buHAYk2AYW"
X Link 2025-10-07T23:29Z [----] followers, [----] engagements

"Aquatech is one of a couple private lithium service companies to watch. Great team and strategy. They are working with $LAC $SLI and others - ramping the business after an acquisition from Koch Industries. .@AquatechIntls new lithium project in AR will handle every step of lithium production from extraction to refinement delivering enough lithium for thousands of EVs & batteries each year reducing US reliance on China & supporting local jobs. Read more: https://t.co/aZJ5TsWtmz https://t.co/2hAY9SfRoV .@AquatechIntls new lithium project in AR will handle every step of lithium production from"
X Link 2025-10-07T23:34Z [----] followers, [----] engagements

"Agreed. Buckle up Mining was 11% of global equities in the 1960s. Today its 1%. The world is sleepwalking into the biggest resource bull market of our lives. https://t.co/m9IbsnT4Qf Mining was 11% of global equities in the 1960s. Today its 1%. The world is sleepwalking into the biggest resource bull market of our lives. https://t.co/m9IbsnT4Qf"
X Link 2025-10-07T23:35Z [----] followers, [----] engagements

"Not me Speculators are now the least bullish on oil in history 🚨🚨🚨 https://t.co/HLiYl08KWr Speculators are now the least bullish on oil in history 🚨🚨🚨 https://t.co/HLiYl08KWr"
X Link 2025-10-07T23:35Z [----] followers, [----] engagements

"There will be a lot more activity and investment from NOcs and IOCs into critical minerals - upstream and downstream with rising R&D Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the battery by 30% Chief Executive Officer Darren Woods said at the University of Texas at Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the"
X Link 2025-10-07T23:43Z [----] followers, [----] engagements

"Congrats Ill order one. As promised my book Underground is finally available in English. Already in its 2nd edition in Spanishhoping to repeat the success. I talk about Filo success illegal gold price in Colombia Chinese rare earths lithium boom and more. Thank you all for the support :) https://t.co/W2JvQClh5u As promised my book Underground is finally available in English. Already in its 2nd edition in Spanishhoping to repeat the success. I talk about Filo success illegal gold price in Colombia Chinese rare earths lithium boom and more. Thank you all for the support :)"
X Link 2025-10-07T23:43Z [----] followers, [----] engagements

"After todays market moves I will now only be able to cover $8B per month. Thank you for your attention to this matter SHUTDOWN: A wealthy donor (whos name you know) offered to cover the militarys $10B a month payroll if the Democrats refuse to reopen the government. He is a patriot. https://t.co/bq1EcHg6mx SHUTDOWN: A wealthy donor (whos name you know) offered to cover the militarys $10B a month payroll if the Democrats refuse to reopen the government. He is a patriot. https://t.co/bq1EcHg6mx"
X Link 2025-10-17T22:26Z [----] followers, [----] engagements

"This $OSH.AX and $STO.AX merger is smart. Bigger company and a larger asset base means they should have improved access to CAPITAL and at a LOWER COST. The ENERGY BULL MARKET will take care of the rest Oil Search accepts Santos merger offer to form top [--] oil company https://t.co/kjtFH3TWUW via @financialtimes @JamieSmythF Oil Search accepts Santos merger offer to form top [--] oil company https://t.co/kjtFH3TWUW via @financialtimes @JamieSmythF"
X Link 2021-08-02T11:28Z [----] followers, [--] engagements

"Looks like $JMAT.L is EXITING the BATTERY MATERIALS business due to LOW returns and HIGH competiton - saying 'this is turning into a high volume commoditised market.' https://matthey.com/en/news/2021/battery-materials-announcement https://matthey.com/en/news/2021/battery-materials-announcement"
X Link 2021-11-12T21:03Z [----] followers, [--] engagements

"On $FM.TO I initially thought that Dr Mark at $GOLD was probably the only external CEO that could repair the issues in Panama. And Barrick was probably interested in FM anyways due to FM's team helping correct things at Lumwana through synergies with FM's other Zambian #copper"
X Link 2024-01-10T22:06Z [----] followers, [----] engagements

"mines and projects. With Jiangxi $0358.HK as the top shareholder of FM at 20% and their interest in one or more of FM's Zambian mines we may well have a bidding war launch for $FM.TO between $GOLD and Jiangxi reminiscent of Barrick's initial bidding war with another Chinese"
X Link 2024-01-10T22:08Z [----] followers, [----] engagements

"group (MMG Ltd $1208.HK) for Lumwana years ago. $Copper assets are increasingly scarce and $FM.TO has a very enviable portfolio of existing mines and exploration/development around the world. And one of the best teams in the business"
X Link 2024-01-10T22:10Z [----] followers, [----] engagements

"The repositioning of the M/V Ocean Trader was the real signal that something serious was going down in Venezuela. And it sure did Keep an eye on that vessel. The Grim Reaper for America's enemies. Next stop(s) might be Cuba and Nicaragua before steaming over to Iran. Element of the Iwo Jima Amphibious Ready Group consisting of the Wasp-class amphibious assault ship USS Iwo Jima (LHD-7); the San Antonio-class amphibious transport dock USSFort Lauderdale(LPD-28); along with what appears to be a Henry J. Kaiser-class replenishment oiler and https://t.co/P0ei6YnphE Element of the Iwo Jima"
X Link 2026-01-09T21:43Z [----] followers, [---] engagements

"Excellent material here and well worth a quick skim https://t.co/vWLN07swYq https://t.co/vWLN07swYq"
X Link 2026-01-09T21:44Z [----] followers, [---] engagements

"Most developed nations pay roughly the same for Healthcare + Food. If you spend more on food you tend to spend less on healthcare - and vice-versa. Cheap food = bad health. In the US we are spending way too much on healthcare and probably not enough on food. Healthcare ate our economy https://t.co/po8UhBZJvh Healthcare ate our economy https://t.co/po8UhBZJvh"
X Link 2026-01-09T21:46Z [----] followers, [---] engagements

"Jan to Sept investors have a 3-5 year investment horizon. From Oct to Dec the time horizon shrinks to precisely December [--] at 4pm ET. I enjoyed the hedge fund hustle for 10yrs but seeing my P&L reset back to 0.00% after my biggest year I was ready to move to the corp side. Happy Performance Fee Day to all the GPs out there The returns reset to zero come Friday [---] am Happy Performance Fee Day to all the GPs out there The returns reset to zero come Friday [---] am"
X Link 2026-01-09T21:53Z [----] followers, [----] engagements

"I was in DC for meetings last year and was sitting at DCA catching up on emails while waiting for my flight. @PalmerLuckey walked by in his trademark Hawaiian shirt - all alone without security. I went over introduced myself and chatted for a minute. Super nice guy Billionaire Anduril Founder @PalmerLuckey on Why He Only Flies Coach: I dont fly private and I do fly coach. Anduril only covers coach travel for employees because we have so much travel at the company. If Im going to ask my employees to do it I need to do it too. https://t.co/uBnNi0a3EO Billionaire Anduril Founder @PalmerLuckey on"
X Link 2026-01-09T22:00Z [----] followers, [----] engagements

"And Trump even offered to pick him up for the meeting. :) TRUMP: LOOK FORWARD TO HAVING A MEETING WITH GUSTAVO PETRO IN WHITE HOUSE DURING FIRST WEEK OF FEBRUARY TRUMP: LOOK FORWARD TO HAVING A MEETING WITH GUSTAVO PETRO IN WHITE HOUSE DURING FIRST WEEK OF FEBRUARY"
X Link 2026-01-09T22:01Z [----] followers, [---] engagements

"The critical minerals bull market continues. And the EU will follow. https://t.co/8JmaL6pmW1 https://t.co/8JmaL6pmW1"
X Link 2026-02-03T16:27Z [----] followers, [----] engagements

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