@DuaneHope5 Avatar @DuaneHope5 Duane Hope

Duane Hope posts on X about copper, gold, $pnpn, $hch 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 69.83% countries 25.86% cryptocurrencies 14.66% stocks 11.21% currencies 3.45% automotive brands 0.86% exchanges 0.86% technology brands 0.86%

Social topic influence copper #1263, gold 29.31%, $pnpn 25.86%, $hch #2, $arg #4, $fnm 12.07%, silver 10.34%, $ecor 10.34%, china 7.76%, commodities 6.9%

Top accounts mentioned or mentioned by @unusualwhales @peterschiff @thomasggrizzle @cnbc @kobeissiletter @usgs @deitaone @secretarywright @potus @scottwgrizzle @terrybali @powermetallic @504twenty @marionawfal @thomasg_grizzle @capital10x

Top assets mentioned Argentine Football Association Fan Token (ARG) Agnico Eagle Mines Ltd. (AEM) Energy Fuels Inc. (UUUU) Realio Network (RIO) MP Materials Corp. (MP) SPDR GOLD ETF (GLD) Cameco Corporation (CCJ) Arbidex (ABX)

Top Social Posts

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

"Make Room for the Little Guy⚒ Majors in $COPX have had some trouble with their biggest assets while the juniors in $COPJ (Sprott Junior Copper Miners ETF) have outperformed 160% (1 yr). Investors continue to look for growth discovery & leverage to #copper prices"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements

"Copper Hits a $6 ATH: Small Cap Kings Respond👑 Small caps revealing leverage to the #copper price: $HCH a premiere developer slated to hold a rare 100000t/yr project outside the majors. $ARG a well managed low risk copper producer from the tailings at the El Teniente mine"
X Link 2026-01-06T16:33Z [----] followers, [----] engagements

"USA: Locking Critical Minerals in the Vault 🔐🧵 The U.S launched Project Vault a $12B Critical Minerals Reserve. Heres how the $12B vault works how it ties in with the $MP Materials stake & the price the U.S. is willing to pay to become independent from China. #RareEarths"
X Link 2026-02-02T17:18Z [----] followers, [----] engagements

"The 29-Year Bottleneck🗜 The report highlights a massive hurdle: Permitting. It currently takes an average of [--] years to bring a new mine from discovery to production in the U.S. Without a change the $12B Project Vault is a temporary fix to a long term problem"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements

"State Power Rankings: Where is the Wealth 🔍 🥇 Nevada: Still king of gold and silver. 🥈 Arizona: Surged past Texas this year due to soaring Copper and Gold production. 🥉 Texas: #1 in construction materials. 👍The West and Southwest are winning the mineral race"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements

"Mining Woes Despite rising prices Chile (the worlds #1 #copper producer) is experiencing turbulence on the ground. The surge in prices masks structural issues; aging mines & declining ore grades"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements

"In this tough production environment Amerigo Resources $ARG shines. ☀ Unlike traditional miners they process #copper tailings from Codelcos El Teniente. They just beat [----] guidance & [----] targets. A "circular economy" play thats actually delivering cash to shareholders"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements

"The Next Generation: Hot Chili Ltd $HCH 🌶 One of the only [------] t/year projects outside the majors.⚒ Developing the Costa Fuego project in Chile. High-grade hits at their La Verde discovery. There is big #copper out there if you have water & infrastructure to support it"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements

"The Major Miners ⚒ Physical copper is tight supply but some majors are experiencing volatility after a record breaking run. Investors also have concerns re:CAPEX & operational issues; a trend reflected on the broader copper market ex. $COPX (Global X Copper Miners ETF)"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements

"Dr. Copper's Diagnosis 💊 LT bullish on #copper as the electrification/energy transition metal; prices for demand. Short term neutrality on majors (operational risk). 👀Stockpiling may create support trade issues may ➡pricing (again) soon. $CPER $COPX $COPJ $HCH $ARG"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements

"Follow for more on #copper #gold #silver precious & industrial metals growth & underfollowed companies. For more in depth research & coverage visit http://capital10x.com http://capital10x.com"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements

"The African Gold Rush 🧵 Kenya joins a growing list of African nations building their #gold reserves. The Global South is now taking a a new direction on their view of economic sovereignty. Let's look at the details & why the 🌍gold rush will continue: $GLD $AEM $PNPN $ABX"
X Link 2026-02-11T15:52Z [----] followers, [---] engagements

"Paper reserves are now being challenged by hard assets. As it has throughout history #gold & other precious metals are now revealing themselves as the economic security asset of choice. #Kenya #Gold #DeDollarization #Africa #Economy #CentralBanks"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements

"Follow for more on #gold #silver & other precious & industrial metals commodities growth & underfollowed companies. For in depth coverage & research visit http://capital10x.com http://capital10x.com"
X Link 2026-02-11T15:52Z [----] followers, [---] engagements

"Union Membership & Wealth Inequality Union membership peaked at 30% of workers in the '50s; income inequality was at its lowest level since before the Great Depression & was falling. Throughout later decades income inequality rose while union membership steadily declined"
X Link 2023-11-02T13:41Z [----] followers, [----] engagements

"Antofagasta Cu Output10% Smelter Squeeze➡ $ANTO Prod.to 314K mt in 1H [----] [--] yr guidance [---] - 700Kt. CEO👀chance to➡Twin Metals project in MN re: a 50% tariff on #copper. smelters agreed to process their Cu for freesmelter losses. mines. $HCH $ARG $PNPN"
X Link 2025-07-16T12:31Z [----] followers, [---] engagements

"We Need to Talk About Copper. #Copper ➡bullish prices at ATHs on LME today. Tariff distortions supply disruptions in Africa Chile & Indonesia added to the volatility. Citi sees $12000/t in the 1H [----]. MS expects a huge deficit while GS sees demand5.3%. $ARG $HCH"
X Link 2025-10-29T16:55Z [----] followers, [----] engagements

"🍁Critical Minerals Strategy The Canadian government announced a series of investments as part of a Critical Minerals Strategy - unlocking +$60B in funding for projects. We believe $PNPN will be a likely beneficiary of government partnerships decreasing funding risk"
X Link 2025-11-24T15:13Z [----] followers, [---] engagements

"Rising Copper Prices: Bake into the Cake 🥮 BloombergNEF: The #copper market will go into a structural deficit 2025; est. shortfall of 19M mt by [----] if new mines & recycling facilities arent developed at scale. Energy-transition demand is set to 3X by [----]. $PNPN $HCH $ARG"
X Link 2025-12-17T16:55Z [----] followers, [----] engagements

"Lion Zone: A High-Grade Discovery🦁 The Lion Zone is one of the standout discoveries in $PNPN's camp with polymetallic sulphides rich in copper PGEs Au Ag and Ni. Recent assays indicate continuity thickness & grade with strong multi-metal signatures"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements

"Metallurgical Work Advancing🥼 $PNPN contracted SGS Canada to run Phase I metallurgical testing on Lion Zone material with results expected in Q1 2026; a key step toward resource & economic modeling"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements

"SPUT: Omens of a #Uranium Bull Run🔮🧵 $SPUT = a great start for [----]. Last yr momentum➡to AI; the market is learning that a bottleneck lies in power generation revealed via the 🐂run domestic miners & the cracks in the US supply chain. Let's dive in: $AEC $CCJ $UUUU"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements

"@thomasg_grizzle Thanks Tom & congrats on $DARP 's performance. More opportunities abound in the #uranium / commodities era. 👊🏽"
X Link 2026-01-28T17:46Z [----] followers, [---] engagements

"Dr. Copper: Supply Under Pressure🗜🧵 Glencore $GLEN reported an 11% drop in its [----] #copper output hitting the bottom guidance at [------] tonnes. As ore gradesat major mines Dr. Copper (the world's industrial barometer) is tightening. Let's Dive in: $PNPN $ECOR"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements

"A Merger in the Making 🫱🏽🫲🏻 This production hit comes at a serious time as markets await a potential merger. The Rio Tinto's $RIO acquisition of Glencore $GLEN looms (Feb [--] "take it or leave it" 5pm GMT). This deal may create a $200B+ huge miner with a large #copper portfolio"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements

"Dr. Copper: More Colleagues in the Office🩺 #Copper is moving in tandem with the precious metals rally. #Gold $5275/oz & #Silver 112/oz have hit ATHs but #copper is an industrial catch-up play. Copper will build infrastructure to preserve acquired via precious metals"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements

"Burgeoning Success of Copper Juniors 🍼👑 With majors like Glencore $GLEN facing #copper output challenges investor focus may move to high-grade explorers. A great example is Power Metallic Mines $PNPN & other juniors discovering the next source of big supply"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements

"Recoveries Looking Good🔍 Power Metallics $PNPN flagship NISK Project in Quebec (Lion Zone) recently reported very strong metallurgy: 98.9% #Copper recoveries. In an era of diminishing ore quality Power Metallic's efficiencies are a boon for future supply"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements

"More Upside Less Downside⚖ $ECORA holds royalties & streams so they capture the upside#copper prices without the direct burden of rising mining costs or CAPEX. 📈 With #gold at ATHs Ecora is positioned as a diversified high-margin way to play the structural deficit"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements

"Bullish on Copper🐂 Glencores supply tightening $PNPN's high-grade discoveries Ecoras $ECOR royalty strategy Whether investors are looking for new discovery potential or steady cash-flow exposure ricing prices in a ⚡hungry world put #copper assets in the driver's seat"
X Link 2026-01-29T17:07Z [----] followers, [---] engagements

"Gold: A Key Asset of Central Bank Reserves🪙🧵 A recent Brookings article by Gian Maria Milesi-Ferretti explores the role of #gold as prices hit record highs & geopolitical uncertainty rises. Here's a summary of his key findings. Let's dive in: $GLD $GSKR $GDX $GDXJ"
X Link 2026-02-03T14:30Z [----] followers, [---] engagements

"China Responds to Project Vault🔐🧵 China Nonferrous Metals Industry Association (CNMIA) calls for China to expand its #copper stockpiles one day after the US launches Project Vault: a $12B critical minerals fund. A global scramble begins. Let's dive in: $PNPN $HCH $RIO $GLEN"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements

"Trump on Project Vault: "For years American businesses have risked running out of critical minerals during market disruptions. Today were launching Project Vault to ensure that American businesses and workers are never harmed by any shortage.""
X Link 2026-02-04T15:23Z [----] followers, [--] engagements

"Copper is now a strategic asset with analysts est. a [------] ton deficit in [----]. The industry is consolidating with $RIO in extended talks to acquire $GLEN. This could create a +$250B #copper giant as sign of our present moment in the commodities cycle"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements

"What does this mean to you The value of #copper pure plays just raised as they become a target. Hot Chili Ltd $HCH announced a A$40M capital raise to fast-track its Costa Fuego project in Chile. Its one of the few [------] t / yr. copper project outside of the majors"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements

"Also in a time of declining ore quality technology is key. Power Metallic $PNPN)recently reported outstanding metallurgical results at its Nisk project in Quebec hitting a 98.9% #copper recovery. As global supply tightens efficiency is paramount"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements

"Anfield Energy $AEC ⚒ Ownership of a unique fully constructed & previously operated #uranium mill positions the company to benefit from the big strategic move to onshore U.S domestic supply. Nuclear is the Bedrock of America's Energy Future ⚛ $AEC #URANIUM US Department of Interior Expedited Permitting of Anfield Energy's Velvet Wood Uranium Mine ⛏ Owns [--] of [--] fully constructed and permitted uranium mills in the US Trades at a deep discount of 0.3x NPV 🔍 https://t.co/ucCjiHXE8Q Nuclear is the Bedrock of America's Energy Future ⚛ $AEC #URANIUM US Department of Interior Expedited Permitting of"
X Link 2026-02-04T17:39Z [----] followers, [---] engagements

"The [----] Mineral Security Crisis & The North American Response🧵 The @USGS [----] Mineral Commodity Summaries report reveals the U.S minerals industry is valued $112B but import reliance is off the charts. Here's why minerals are a smart long term investment: $ECOR $PNPN $VIPR"
X Link 2026-02-09T17:24Z [----] followers, [----] engagements

"A Minerals-Based Call-to-Arms🪖 The [----] MCS report is a data-based word of caution. To secure the future of tech defense & energy N.America needs to secure its access & its supply chain as a matter of national security. Full report here: https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf https://pubs.usgs.gov/periodicals/mcs2026/mcs2026.pdf"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements

"Follow for more on #RareEarths #gold #copper #silver & other commodities growth & underfollowed companies. For more in-depth coverage & research visit http://capital10x.com http://capital10x.com"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements

"USA: A Massive Copper Stockpile According to Bloomberg the U.S. is locking up supply for "national security" & the energy transition. This artificial tightening is a driver for a dynamic pricing environment. If other nations join in we have a new support"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements

"For exposure to physical price action without the mining risk (operations) $CPER (US Copper Index Fund) is a great choice. It tracks copper futures directly & 35% (1 year) reflecting commodity demand / market sentiment"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements

"So to recap how do we leverage #copper's volatility while minimizing risk⚖ Futures $CPER (Strategic asset protection)🔒 Juniors $COPJ $HCH (High Reward Discovery)🔭 Operators $ARG (Dividends👑Management)"
X Link 2026-02-10T16:47Z [----] followers, [--] engagements

"Acc. Reuters the Central Bank of Kenya (CBK) is launching a domestic #gold purchase program; buying gold directly from local artisanal miners the nation aims to strengthen its national reserves and support its local mining industry"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements

"De-dollarization Continues In the past African central banks have relied almost exclusively on the US Dollar. But with high US interest rates & a volatile global economy countries are diversifying to protect their currencies"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements

"Gold: The Security Blanket Asset Gold has proven itself as THE safe haven asset. Unlike fiat currency it has no counterparty risk. For nations facing high debt & inflation a big #gold reserve provides a shield. Gold can't be sanctioned or printed into worthlessness"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements

"The Global Pivot Central banks in #China #India Turkey & Poland have bought #gold at record rates The world is preparing for a multi-polar financial system where the USD is no longer the only game in town"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements

"Kenya's Strategy Buying from local miners: Reduces reliance on FOREX for reserves Legitimizes the artisanal mining sector Builds tangible assets to stabilize the Kenyan Shilling"
X Link 2026-02-11T15:52Z [----] followers, [--] engagements

"Copper Market: What to Watch For 👀🧵 While #copper prices arethis year underlying fundamentals reveal U.S government stockpiling structural decay in Chile & a disconnect in stocks. Let's look at the market with a focus on key equities: $CPER $COPX $COPJ $HCH $ARG"
X Link 2026-02-10T16:47Z [----] followers, [---] engagements

"@unusual_whales Fascinating times. As the US stockpiles #copper there are structural weaknesses in Chile (#1 producer) lower quality ores & lack of new mines. Higher prices are warranted in order to bring new supply online. $HCH $ARG $COPJ $CPER https://x.com/DuaneHope5/status/2021264781966020624 Copper Market: What to Watch For 👀🧵 While #copper prices arethis year underlying fundamentals reveal U.S government stockpiling structural decay in Chile & a disconnect in stocks. Let's look at the market with a focus on key equities: $CPER $COPX $COPJ $HCH $ARG https://t.co/qp0AY6PLUe"
X Link 2026-02-11T17:15Z [----] followers, [---] engagements

"@DeItaone The inflationary impact of #tariffs is underestimated. Tariffs on EU appliances Japanese cars furniture & toys from China aluminum & steel from Canada etc. will costs &aggregate demand for suppliers. Uncertainty will continue to#gold & other metals. $FNM $ECOR #AEC"
X Link 2025-08-07T14:17Z [----] followers, [---] engagements

"A series of US Executive Orders have ➡#uranium production as a strategic priority. Anfield Energy's $AEC $ANLDF Velvet Wood mine - the 1st project in the to receive fast track environmental approval in [--] days vs the avg. [--] year turnaround; growth down the supply chain. .@SecretaryWright: "We just announced the first licensing we're going to do to a Tennessee-based company to scale up from bench-scale to producing commercial fuel for nuclear reactors part of @POTUS' effort to relaunch the American nuclear industry." https://t.co/wHBMY8HrbL .@SecretaryWright: "We just announced the first"
X Link 2025-08-07T14:37Z [----] followers, [----] engagements

"@unusual_whales The prospect of the U.S. Customs Border Protection agency levying a 39% tariff on 1kg & 1oz #gold bars imported from Switzerland to the U.S. pushes gold higher. Gold futures reached aof $3534.20/oz earlier. $AEM $FNM $GOLD $GDX $GDXJ"
X Link 2025-08-08T18:12Z [----] followers, [---] engagements

"First Nordic $FNM $FNM.v 9% today on positive drills results from the Aida target in their Paubcken project Sweden (see below). 1st batch of results; assays pending from [--] additional holes. Largely unexplored Gold Line Belt (100km) follow up drill program pending Q4 25👍🏽 First Nordic Releases Promising New Drill Results from Aida Gold Target in Northern Sweden ⛏ $FNM $FNM.v #GOLD Multiple strong gold intercepts returned including: [----] g/t Au over [----] m & [----] g/t Au over [---] m Several new gold bearing structures identified Strike https://t.co/VzpzQLLJyn First Nordic Releases Promising"
X Link 2025-08-21T15:31Z [----] followers, [---] engagements

"@unusual_whales All eyes on domestic production - MP Materials $MP $UAMY $MILI $USAR & other rare earth and mineral near term producers as the US government shores up resources as a matter of national security. More good news coming down the supply chain for #copper etc. $ARG $HCH $ECOR"
X Link 2025-08-25T18:43Z [----] followers, [---] engagements

"@PeterSchiff Central Bank buying continues to support #gold prices. As gold ETF inflows rise in the West & emerging markets continue to purchase conditions for continuing rally are set - moving into a rate cutting cycle. $AEM $FNM $GDX $PNPN"
X Link 2025-09-03T13:15Z [----] followers, [---] engagements

"@PeterSchiff @CNBC Economic /Geopolitical uncertainty is a strong sentiment driver for #gold. Gold has outperformed since Sept [----] rate cuts & before that with the of the Ukraine /Russian war. Outsized performance to be expected as the Fed moves into a new cutting cycle. $AEM $FNM $PNPN"
X Link 2025-09-03T13:53Z [----] followers, [--] engagements

"The Impending Supply Copper Crunch BHP forecasts70% demand by [----] Codelco lowers guidance Military spending (NATO et al) mayfrom 2.5% of GDP to 4% =170K tons of#copper demand M&A activity reveals we are early LT bull cycle $HCH $ARG $PNPN $ECOR"
X Link 2025-09-10T13:28Z [----] followers, [---] engagements

"Gold ETFs WSJ: Westerners helped drive the (#gold) rally this yr in part by piling into ETFs. The net assets in U.S. ETFs linked to physical gold43% since January acc. Morningstar Direct March & April seeing two of the three-biggest monthly inflows since [----]. $AEM $FNM"
X Link 2025-09-15T12:13Z [----] followers, [----] engagements

"@PeterSchiff Still in the early innings of a #gold bull market. We can see that the West is just beginning to wake up to the junior miner universe. Rate cuts geopolitics fundamentals (despite demand for jewelry season in India) = a continuing rally. $FNM $PNPN https://x.com/DuaneHope5/status/1967562416059039882 Gold ETFs WSJ: Westerners helped drive the (#gold) rally this yr in part by piling into ETFs. The net assets in U.S. ETFs linked to physical gold43% since January acc. Morningstar Direct March & April seeing two of the three-biggest monthly inflows since [----]. $AEM $FNM"
X Link 2025-09-15T16:12Z [----] followers, [----] engagements

"Congrats to Anfield Energy $AEC on another step forward - US-based #uranium assets tied into thein demand for domestic production & supply. The stock 11% today 16% [--] days - strong sentiment leverage to the commodity price.👍🏽 Anfield Energy Receives Approval to List on NASDAQ ⛏ $AEC #URANIUM US listed uranium companies trade at premium valuation multiples and have greater exposure to institutional & retail investors Trading is expected to commence on Sept [--] under the symbol AEC Note: https://t.co/0HtnyCuzx5 Anfield Energy Receives Approval to List on NASDAQ ⛏ $AEC #URANIUM US listed"
X Link 2025-09-17T15:43Z [----] followers, [----] engagements

"Congrats to team Grizzle - $DARP ETF breaks through $40 🚀 @thomasg_grizzle @scottw_grizzle"
X Link 2025-09-18T21:20Z [----] followers, [----] engagements

"Copper: A Global Top Performer #Copper miners outperform major indices & benchmarks. Prices recovering after distortions re: tariffs - we maintain our medium term view on equities overlooked by the market. Miners reporting marginsinvestment. $COPJ $ARG $ECOR $HCH $PNPN"
X Link 2025-09-22T14:37Z [----] followers, [---] engagements

"@PeterSchiff @CNBC #Gold & #silver continue to outperform asprices boost the fortunes of miners. Many miners used a long-term price of US$1600/oz to model mineral resources & economic viability in their technical reports. So US$3738/oz is inviting to say the least. $FNM $PNPN $DV.v $GDX $SIL"
X Link 2025-09-22T16:18Z [----] followers, [----] engagements

"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"
X Link 2025-09-23T12:56Z [----] followers, [----] engagements

"Gold: Mergers & the Mining Clock (4PM)🧵 As the #gold bull cycle continues we're seeing an uptick in merger activity from large caps $TECK / $AAL etc. to small caps $FNM / Mawson. Let's examine a recent deal where First Nordic acquired Mawson Ltd to form a new co. NordCo"
X Link 2025-09-24T14:19Z [----] followers, [----] engagements

"As the bull cycle rampsmergers help quickly acquire assets before prices. We like this merger re: valuation/strategy: Deal is win for $FNM s/h on an EV/oz basis: Mawson trades at US$49/oz AuEq vs. FNM at US$68/oz AuEq. FNM trades at a P/NAV 50%than Mawson pre-deal"
X Link 2025-09-24T14:19Z [----] followers, [--] engagements

"Concurrent financing of C$30M fully covers exploration & drilling programs in SWE & Finland. Recent results show resource growth potential➡ over the next yr. $FNM is more likely to gain majority ownership of Barsele➡total resource +4M oz AuEq adding to our target price"
X Link 2025-09-24T14:19Z [----] followers, [--] engagements

"First Nordic $FNM s/h will own 67% of the new c.o pre-financing. Nordco will be a multi-development co. making it more attractive to an acquirer. JV partner Agnico may be more open to giving up majority ownership of the Barsele project in exchange for ownership in NordCo IMHO"
X Link 2025-09-24T14:19Z [----] followers, [--] engagements

"$FNM released a visual revealing how they have a credible path to 4M oz of #gold resource excluding any future exploration success. If NordCo can reach 5M oz they will be on🎯for gold majors - a resource that can support 500K oz of production over a [--] yr mine life"
X Link 2025-09-24T14:19Z [----] followers, [---] engagements

"@unusual_whales Gold ETFs are continuing to trend higher. Global physically backed #gold ETFS had their largest monthly inflow in September strongest quarter US$26B. Largest on record for N.American investors & Europe showing strength while Asia slows. Tailwinds abound. $AEM $FNM $PNPN $NUE"
X Link 2025-10-07T13:12Z [----] followers, [----] engagements

"The Era of Cheap Commodities Ends. Metals Shine🧵 $XME continues its lustre; MT to LT basis. Critical minerals strategy in focus: geopoli uncertainty CB bank buying (#gold) economic rivalries infrastructure➡growth. Price supports🎯moving forward. $PNPN $ARG $HCH $ECOR"
X Link 2025-10-13T16:34Z [----] followers, [---] engagements

"Copper Demand is Shifting: China $COPXJ As Chinas growth its share of global #copper consumption 57% to est. 52% by [----]. US demandby 50% India30%. AI infrastructure electrification drives the surge. Domestic jr. suppliers set to thrive. $ARG $HCH $ECOR $PNPN"
X Link 2025-10-20T12:17Z [----] followers, [---] engagements

"@KobeissiLetter Future demand for American energy infrastructure is tremendous. Construction AI & economic competition between nations will foster dramatic moves in commodities. #copper #uranium $PNPN $ARG $AEC https://x.com/DuaneHope5/status/1983155338867298631 $80B Nuclear Partnership: Cameco Supplies Westinghouse Electric Cameco $CCO & Brookfield $BAM entered a partnership withgovernment to build$80B new nuclear reactors Cameco68% YTD. Thesis: #Uranium production; licensed & permitted c.os take the helm: $AEC $UUUU. https://t.co/TOaNyUGYg2"
X Link 2025-10-28T16:51Z [----] followers, [---] engagements

"We Need to Make Time for Copper. Anticipation of rate cuts & a possible resolution to the U.S. / China trade add topricing pressure. The growth of China as they attempt to boost domestic consumption add to a series of #copper tailwinds. $ECOR $PNPN"
X Link 2025-10-29T16:55Z [----] followers, [---] engagements

"Some other Canadian companies in the #scandium / #graphite space include: Northern Graphite $NG. Currently the only natural graphite-producing company in N. America. 2/3"
X Link 2025-11-06T14:53Z [----] followers, [--] engagements

"Focus Graphite $FMS Black Swan Graphene $SWAN in various stages of exploration & development of projects in Canada. Scandium Canada $SCD: One of the world's only primary hard-rock scandium projects also in development. 3/3"
X Link 2025-11-06T14:53Z [----] followers, [---] engagements

"Power Metallic Initiation Report🧵 We initiated coverage on $PNPN a polymetallic exploration & discovery co. with high-grades of #Copper Nickel #Platinum #Palladium Cobalt #Gold & #Silver. Here's a brief summary of the key drivers behind our $2.75/sh price target"
X Link 2025-11-24T15:13Z [----] followers, [----] engagements

"Good Probability of Success through the Drillbit⛏ $PNPN has 80000m remaining on their funded drill program over [--] months. With Dr. Beresford a world renowned polymetallic expert as an advisor they're in a great position to expand the Lion Zone & discover other deposits"
X Link 2025-11-24T15:13Z [----] followers, [---] engagements

"Breaking down the Drivers of our C$2.75 Price Target on Power Metallic ⛏ $PNPN #Copper"
X Link 2025-12-05T16:32Z [----] followers, [----] engagements

"Majors Know: #Copper #Gold Prices Set to Soar🪽 BloombergNEF: capital spending & consolidation across producers ex. Anglo $BHP $GLEN $RIO $VALE & Zijin. A surge in M&A signals coppers growing strategic value a conclusion the firms analysis supports. $PNPN $HCH"
X Link 2025-12-23T16:49Z [----] followers, [---] engagements

"@KobeissiLetter Persistent multi-year supply deficits & industrial demand ex. the automotive industry (catalytic converters) are behind the #platinum surge. At the time of this post platinum prices have $2282.30 per ounce its highest point since May [----]. $PNPN $PLTM"
X Link 2025-12-23T17:46Z [----] followers, [---] engagements

"Great interview with Terry. Power Metallic's $PNPN projects have scale potential & commodity optionality within a single asset base ex. #nickel #copper PGEs gold silver & #cobalt = a polymetallic mix. As the🌎targets real assets jr. miners like this are the ones to pick up. Grizzle Commodity 1x1 ⛏ Terry Lynch Power Metallic $PNPN @terrybali @PowerMetallic Macro [----] 📈 ➡ #Copper driven by AI demand; Gold forecasted to break $5k + Silver to "rip face off" the market The Nisk Project: Rare "Orthomagmatic" discovery (only [--] in history); https://t.co/BQwKsggGfw Grizzle Commodity 1x1 ⛏ Terry"
X Link 2025-12-30T17:09Z [----] followers, [----] engagements

"More Drilling⛏ $PNPN controls [---] km of highly prospective land in James Bay ongoing drilling to scale across the Nisk Lion & Tiger zones. 100000-meter drill program; [-----] meters still to be completed. Focused on expanding known mineralized zones &👀 new targets"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements

"Valuation & Analyst Perspective✏ Capital10X initiated coverage on Power Metallic Inc. $PNPN with a BUY & a C$2.75 target implying significant upside from current price levels based on discovery & resource expansion potential. Read the report here: https://capital10x.com/wp-content/uploads/2025/11/Power-Metallic-Initiation-Report-Capital10X.pdf https://capital10x.com/wp-content/uploads/2025/11/Power-Metallic-Initiation-Report-Capital10X.pdf"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements

"Multi-Metal Universe 🚀 Power Metallic is a diversified miner with commodity optionality within a single asset base. #nickel #copper PGEs gold silver & #cobalt are part of its polymetallic mix"
X Link 2026-01-05T15:22Z [----] followers, [--] engagements

"De-Risking Potential through Partnerships🤝 The initiation report highlights $PNPN's synergies with advanced processing partners aimed at elevating recoveries. This is an important de-risking lever as the project progresses toward feasibility"
X Link 2026-01-05T15:22Z [----] followers, [---] engagements

"Qubec: A World-Class Mining Jurisdiction👷 Situated in Qubec one of the top mining jurisdictions globally Power Metallic $PNPN benefits from infrastructure supportive permitting & proximity to power & transport"
X Link 2026-01-05T15:22Z [----] followers, [---] engagements

"$260B Glencore/Rio Tinto Merger: Copper Assets Will Crown Kings🧵 Rio Tinto $RIO & Glencore $GLEN are in talks to merge. "RioCore" () would compete as a top #copper producer. Tier-1 assets nowin value. One of the largest (outside the majors) is developed by Hot Chili $HCH"
X Link 2026-01-14T18:33Z [----] followers, [----] engagements

"Ironbark Zinc The co. is working on the Citronen Fjord project a 2500km #zinc formation in the far north Arctic logistics is a big challenge. Ironbark is seeking a partner for funding to the tune of $600M Infrastructure is also required for yr round shipping 👀"
X Link 2026-01-15T18:22Z [----] followers, [--] engagements

"Energy Transition Minerals $ETM Working on Kvanefjeld - 1.1B t @ 1.1% REE. Currently blocked by the [----] #uranium ban & is in legal proceedings. If $ETM manages to win or settle the re-rating will be huge.👀Probably the highest risk in #Greenland's mining sector"
X Link 2026-01-15T18:22Z [----] followers, [---] engagements

"World Nuclear Outlook🧵 The World Nuclear Association released a report today revealing that global capacity needs to 3X by [----] to hit the goal of 30+ nations; looking to #uranium to power their energy ambitions. A breakdown of key findings. Let's dive in: $AEC $CCJ $UUUU"
X Link 2026-01-20T18:49Z [----] followers, [----] engagements

"Two-Pronged Growth Strategy⚔ LTO (Long-Term Operation): Extending the life of existing plants to [--] - [--] years (common in ). New Build: Massive gigawatt-scale projects (AP1000s EPRs) & the rapid rise of SMRs (Small Modular Reactors). #uranium #nuclearenergy"
X Link 2026-01-20T18:49Z [----] followers, [----] engagements

"Like & repost to#uranium posts in the algo👍🏽🙂 The Price Surge📈 Spot prices $89.50/lb while $SPUT 20% YTD. After trading at a discount for much of late [----] SPUT is at a premium restarting its At-The-Market program to pick up more physical supply"
X Link 2026-01-28T17:31Z [----] followers, [--] engagements

"Physical vs. Miners: Beta⛏ $URNM (Pure-play Miners): 46% YTD $URA (Miners + Infrastructure): 38% YTD When prices ➡ $100 profit margins for producers driving stocks much faster than the the spot price"
X Link 2026-01-28T17:31Z [----] followers, [--] engagements

"The Domestic Door Anfield & Energy Fuels 🚪 A strong narrative for 2026: The #uranium bottleneck; the need for domestic conventional mills. Two firms control open the door in the Western US: Energy Fuels $UUUU & Anfield Energy $AEC"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements

"Energy Fuels: Uranium / REEs Energy Fuels $UUUU owns the White Mesa Mill the only fully operational conventional mill in the US. The co. acquired Australian Strategic Materials $ASM ➡building a vertically integrated model for both #uranium & #RareEarths"
X Link 2026-01-28T17:31Z [----] followers, [--] engagements

"Anfield: A Near Term #Uranium Producer Anfield Energy $AEC owns Shootaring Canyon Mill one of the only licensed mills in . Backed by a 30% stake from Uranium Energy Corp $UEC the co. broke ground on its Velvet-Wood mine & 🎯 its first production milestones for 2026"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements

"Dr. Copper Discovers New Clients🩺 #Copper price action has been intense. After surging 40% in [----] copper is now seen as the electrification metal of the industrial future. Much anticipation of huge EV adoption AI Data Centre builds & expansions of global power grids"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements

"Solid number's from $PNPN's NISK Project: 🧮 ✅ High-grade intercepts (up to 12.18% #Copper) ✅ Polymetallic upside (#Gold #Silver #Nickel PGEs) ✅ 600% land expansion recently completed ✅ Safe jurisdiction (Quebec) near major hydro power"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements

"Royalty Companies Plan Ahead🗒 Royalty companies are playing the #copper renaissance via strategy & quality assets. Ecora Royalties $ECOR made a strategic pivot. By [----] they are set to be materially #coal-free reweighting their entire portfolio toward the energy transition"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements

"What's the Plan❔ Ecora's $ECOR copper strategy is anchored by two assets: 1) Mantos Blancos (Chile): Delivering record quarterly royalty contributions. 2)Mimbula (Zambia): Their $50M #copper stream acquisition (Q1 2025) is now a cash-flow engine as production ramps up"
X Link 2026-01-29T17:07Z [----] followers, [--] engagements

"@504twenty @MarioNawfal It depends on your timeframe. IMHO $LAC looks promising on a LT basis (e.g. Thacker Pass opening in [----] incoming supply deals not priced-in yet) & trading at P/B 3.8X in line with the industry. Near term I'm not sure. There's other names with more leverage to Li price"
X Link 2026-02-02T14:31Z [----] followers, [---] engagements

"Project Vault🔒 The project differs from the Strategic Petroleum Reserve: $10B in 15-year loans from the U.S. Export-Import Bank $1.7B in private capital from firms like GM Boeing & Google Procurement/ storage of minerals for civilian industry not defense"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements

"A Vault vs. A Price Floor💵 Last year MP Materials secured a $110/kg price floor for Neodymium-Praseodymium (NdPr). The $12B vault will buy when prices are low/stable to prevent manufacturers from getting squeezed when Chinaexports less complex than a price floor model"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements

"U.S Pricing Power⚖ The vault is a response to volatility & export controls: #Gallium Trading $2100/kg (retail/investor) or $400/kg bulk #Germanium $7500/kg #Antimony: Prices hit $50000/tonne in North America Essential materials for EVs military apps"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements

"China: A Strategic Threat👀 China currently refines 90% of REEs. The U.S. strategy/response: Permit Speed-running: cutting red tape when it comes to building mines "State-Capitalism": Taking equity stakes e.g. $MP Adding + + & resources to🥊processing"
X Link 2026-02-02T17:18Z [----] followers, [---] engagements

"The Resurgence of Gold🪙 Gold's value as a share of global GDP has climbed to 2.5% as of late [----]. While the dollar remains king #gold now accounts for 17% of all global foreign reserves"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements

"The World is Buying Gold🪙 Advanced Economies (AEs) hold the most #gold but Emerging Markets (EMDEs) are the ones driving new demand. AEs are keeping holdings stable while EMDEs have been purchases since the [----] Financial Crisis"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements

"The Largest Holders🪙 The Euro Area & the US are still the largest holders by value ($903B & $682B). For many Western nations #gold is 70% of their total reserves not because of increased purchases but due to the rising gold prices"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements

"The Biggest Purchasers🪙 Since [----] Russia & China have led in net purchases followed by Turkey & India. Recently countries like Poland have significantly ramped up their #gold stocks to diversify their portfolios"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements

"Why the Move to Gold🪙 Central banks view gold as: A hedge against inflation & geopolitical risk A safe-haven/store of value during crises A protection against sanctions (moving away from USD/Euro denominated assets"
X Link 2026-02-03T14:30Z [----] followers, [--] engagements

"As geopolitical tensions continue #golds role as a "politically neutral" asset becomes more attractive to central banks. Follow for more on #silver #copper & other commodities growth & underfollowed companies. For more in depth coverage visit http://capital10x.com http://capital10x.com"
X Link 2026-02-03T14:30Z [----] followers, [---] engagements

"Silver Shock Then Rebound & Recovery🧵 Some brief notes on volatility in #silver markets. Factors & potential tailwinds: Rising margins on CME silver. Although margins are raised as risk control measures history reveals prices in the aftermath. $SIL $VIPR $PAAS"
X Link 2026-02-05T15:43Z [----] followers, [---] engagements

"The recommendation of Kevin Warsh as FOMC Chair implying a tightening Fed policy & a stronger dollar. IMHO this is most likely the wrong impression. Warsh's recent comments channeling Alan Greenspan - he's betting on an AI boom to grow the economy as a motive to cut rates"
X Link 2026-02-05T15:44Z [----] followers, [--] engagements

"A profit taking from the recent "easing" of geopolitical tensions as any progress in the US foreign affairs portfolio (e.g. Iran Ukraine/Russia Gaza Greenland etc.) for the present moment has stalled. A pullback from momentum. selloff on markets (BTC AI etc.)"
X Link 2026-02-05T15:44Z [----] followers, [--] engagements

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