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ColdmanSax posts on X about $mp, watchlist, lzm, $lzm the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence countries XXXXX% finance XXXXX% cryptocurrencies XXXX% stocks XXXX%
Social topic influence $mp #13, watchlist #53, lzm #3, $lzm #1, $tmc 8.33%, investment #1208, $wcuv #1, ip 4.17%, japan 4.17%, $ipx XXXX%
Top accounts mentioned or mentioned by @dannybo42839613 @hankruehl @ezoomld @agnostoxxx @rockbtmentries @ltreecapital @traderpamplona @wsj @yellowlablife @bryce_m88 @0525capital @nirvana12319 @sniffrocks @dmuscat
Top assets mentioned MP Materials Corp. (MP) LoungeM (LZM) TMC the metals company Inc. Common Stock (TMC) Compania de Minas Buenaventura S.A. (BVN) Transocean LTD. (RIG) Limitus (LMT) Alien Base (ALB) Lithium Americas Corp. Common Shares (LAC) Sigma Lithium Corporation Common Shares (SGML)
Top posts by engagements in the last XX hours
"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" @ColdmanSax on X 2025-07-25 16:40:45 UTC 3397 followers, 1268 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" @ColdmanSax on X 2025-07-25 16:51:53 UTC 3397 followers, 1187 engagements
"@Dannybo42839613 Im not a fan. Never liked it because of the $BVN clawback and even after buying out $BVN I just still dont like it. Maybe Im biased against mgmt or Peru but its not on my watchlist" @ColdmanSax on X 2025-07-25 23:16:09 UTC 3397 followers, XXX 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" @ColdmanSax on X 2025-07-25 16:54:33 UTC 3397 followers, 1765 engagements
"Welcome to the new bull market in mining. The $MP deal ignited the sector and there will be others. DOD coming in with 10yr offtake with a price floor nearly double today's price + equity investment + crowding-in of additional top tier equity and offtake investors. WOW" @ColdmanSax on X 2025-07-25 16:28:19 UTC 3397 followers, 3512 engagements
"The $MP deal makes a lot of sense. Big REE mine actually operating in the US but concentrate had been exported to China for processing before being re-imported. What other deals might be next" @ColdmanSax on X 2025-07-25 16:29:18 UTC 3397 followers, XXX engagements
"$TMC and the entire deep-sea mining and nodule processing theme will also likely benefit from continued US govt support. $OMEX has exposure through two private investments. Others with exposure are $RIG and $LMT. More likely to get involved soon" @ColdmanSax on X 2025-07-25 16:56:44 UTC 3397 followers, 1293 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" @ColdmanSax on X 2025-07-25 16:46:59 UTC 3397 followers, 5452 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" @ColdmanSax on X 2025-07-25 16:30:51 UTC 3397 followers, XXX engagements
"@HankRuehl Theyll be well positioned for their own 10x production scaling program a la $MP" @ColdmanSax on X 2025-07-25 17:51:18 UTC 3394 followers, XXX engagements
"Im PRO-NUCLEAR and see nukes as the ONLY scalable solution for CLEAN BASELOAD energy production. BUT my gut tells me this rally doesnt feel right for some reason. Im watching from the SIDELINES" @ColdmanSax on X 2021-09-22 19:28:53 UTC 3373 followers, XX engagements
"@RockBtmEntries Ah good catch on $WCU.V. I missed the news so its now off my watchlist" @ColdmanSax on X 2025-07-25 20:19:53 UTC 3397 followers, XXX 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" @ColdmanSax on X 2025-07-25 16:49:40 UTC 3397 followers, 4732 engagements
"@ltreecapital @YellowLabLife Ill take a look but rank South Africa amongst the worst jurisdictions" @ColdmanSax on X 2025-07-25 23:17:32 UTC 3397 followers, XX 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" @ColdmanSax on X 2025-07-25 16:38:43 UTC 3397 followers, 1804 engagements