@ManishSahu1008 Manish मनीष
Manish मनीष posts on X about silver, $nexa, gold, $sbsw the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] +1,775%
- [--] Month [-----] -78%
- [--] Months [------] +18%
- [--] Year [------] +117%
Mentions: [--] #
- [--] Month [--] -60%
- [--] Months [--] +132%
- [--] Year [---] +146%
Followers: [---] #
- [--] Week [---] -2.90%
- [--] Month [---] -2%
- [--] Months [---] +33%
- [--] Year [---] +257%
CreatorRank: [---------] #
Social Influence
Social category influence finance 33% cryptocurrencies 24% stocks 22% countries 8% currencies 1% technology brands 1%
Social topic influence silver 19%, $nexa 13%, gold 13%, $sbsw 7%, $silver 6%, $aem #30, $gold 5%, $eqx 5%, $gdx 5%, $zim 4%
Top accounts mentioned or mentioned by @kacperpkch @christankerfund @marketsgonewild @convertbond @potassiumphd @secrets4stocks @15 @3450 @somecuriousgirl @seethetrees1 @jasoneburack @goldforecast @rsnedz @emroking @squeezestreet @goldsilverhq @silbergleitjr @slappeddd1 @mpelletiercio @paolarojas
Top assets mentioned Nexa (NEXA) Agnico Eagle Mines Ltd. (AEM) Barrick Gold Corp. (GOLD) EQIFi (EQX) ZIM Integrated Shipping Services Ltd. (ZIM) Newmont Corporation (NEM) SPDR GOLD ETF (GLD) PAN American Silver Corp (PAAS) TotalEnergies SE (TTE) Sociedad Quimica y Minera de Chile SA (SQM) Celsius Holdings, Inc. Common Stock (CELH) Monster Beverage Corp (MNST) Smooth Love Potion (SLP) Royal Gold Inc (RGLD) ZINC (ZINC) Freeport-McMoRan Inc (FCX) Validity (VAL) Companhia Energetica De Minas Gerais-CEMIG (CIG) Itau Unibanco Holding S.A. (ITUB) Ecopetrol S.A (EC) Charles Schwab Corporation (SCHW) Boise Cascade Company (BCC) SPDR S&P [---] ETF Trust (SPY) PLATINUM (PLATINUM) Caduceus Protocol (CAD) Alpha Metallurgical Resources, Inc. (AMR) Global Payments Inc (GPN) Spacemesh (SMH) Bitcoin (BTC) Clorox Co (CLX) Kimberly Clark Corp (KMB) Carvana Co. (CVNA) CarMax, Inc (KMX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@potassium_phd For Uranium there is $SRUUF for stacking physical Uranium via ETF"
X Link 2026-01-04T23:56Z [---] followers, [---] engagements
"Very kind post from calling $Zinc buyers as Experienced Investors I am thinking about $Nexa http://Mining.com With $GOLD and $SILVER breaking out to all-time highs attention is understandably fixed on the precious metals complex. But experienced investors often look beyond where the spotlight is brightest in search of the next opportunity. For example: $ZINC. In the absence of a https://t.co/8qwG1g6Yr0 http://Mining.com With $GOLD and $SILVER breaking out to all-time highs attention is understandably fixed on the precious metals complex. But experienced investors often look beyond where the"
X Link 2026-01-12T21:48Z [--] followers, [---] engagements
"$AEM In [----] Agnico Eagle Mines reported total cash provided by operating activities (before capex) of $6817 million and free cash flow (after capex) of $4399 million. At current mcap of $108B it traded at 25x FCF"
X Link 2026-02-14T02:06Z [---] followers, [---] engagements
"Assuming $5000 average gold realized price in [----] we can extrapolate approx $FCF of over $7B for $AEM in [----] which means it is currently trading at [--] X [----] FCF after capex $AEM In [----] Agnico Eagle Mines reported total cash provided by operating activities (before capex) of $6817 million and free cash flow (after capex) of $4399 million. At current mcap of $108B it traded at 25x FCF. $AEM In [----] Agnico Eagle Mines reported total cash provided by operating activities (before capex) of $6817 million and free cash flow (after capex) of $4399 million. At current mcap of $108B it traded at"
X Link 2026-02-14T02:16Z [---] followers, [--] engagements
"@Kacper_PK_CH $FCX looks interesting last year it touched $55 currently @ $43 I have a small position and may add"
X Link 2025-03-26T02:03Z [--] followers, [--] engagements
"@Kacper_PK_CH Yep At Oil/Gas sector $GPRK close to $6.60 similar to pandemic level prices and $Val touched $30. remains to be seen how low or how long they stay at these prices ;)"
X Link 2025-04-06T23:33Z [--] followers, [---] engagements
"@Kacper_PK_CH In Utility sector $CIG ($1.7 good dividend yield). Maybe $ITUB in banking sector as it is the largest"
X Link 2025-04-16T01:43Z [--] followers, [--] engagements
"It appears that Gold may average over $3000 in [----]. Major tailwind for miners. $SBSW might produce 630k to 720k ounces of Gold in [----] including DRDGold stake. Avg price of Gold in [----] was $2400. In [----] the avg price of Gold is @ $400 higher than [----]. If this trend holds it adds @ $300 million in Gold annual revenue increase to $SBSW in [----] over [----] $SBSW might produce 630k to 720k ounces of Gold in [----] including DRDGold stake. Avg price of Gold in [----] was $2400. In [----] the avg price of Gold is @ $400 higher than [----]. If this trend holds it adds @ $300 million in Gold annual revenue"
X Link 2025-05-21T07:07Z [--] followers, [--] engagements
"@Kacper_PK_CH @Secrets4stocks Yep. Also Board enacted a Rights clause which came out after market close. The new ceo from June is ex ceo of $EC. The shares got beaten up along with cancelation of Argentina new acquisition"
X Link 2025-06-04T02:18Z [--] followers, [--] engagements
"@christankerfund $Zim This is Lit. we completed [--] weeks in this year. For next [--] [---] weeks the liner rates may overall be much higher than last year. So all in I would not be surprised with this year EPS between $15 to $22 range for a stock currently @ $17 🤷♂"
X Link 2025-06-04T06:38Z [--] followers, [---] engagements
"@Kacper_PK_CH Like Glencore good entry points"
X Link 2025-06-05T05:08Z [--] followers, [---] engagements
"$TTE TotalEnergies recently sold its share of [-----] boe/d in Nigeria to shell for $510m. Similar valuation for [---] times of production (over 36k boe/d) at $GPRK can value it north of $20. GPRK currently has EV of @ $730m at ($7.25). No wonder Pampa bought 10.2% in open market"
X Link 2025-06-11T00:00Z [--] followers, [---] engagements
"@Kacper_PK_CH @somecuriousgirl Love this optimism on low oil prices till [----] ;)"
X Link 2025-06-23T19:15Z [--] followers, [--] engagements
"@Kacper_PK_CH Sweet 8% this way bond can lose 3% every year in purchasing power while giving 5% interest"
X Link 2025-06-24T19:46Z [--] followers, [--] engagements
"@Kacper_PK_CH Added $SQM yesterday today up 8% :) maybe because of a mine shutdown in China. Also have $LAR"
X Link 2025-07-17T15:17Z [--] followers, [--] engagements
"@Kacper_PK_CH This could be significant for $EQX. They have forecasted 200k to 250k oz from Nicaragua in [----]. If this enhances the mine life and production it can add significant margin to an existing infrastructure"
X Link 2025-07-30T05:34Z [--] followers, [--] engagements
"@seethetrees1 @JasonEBurack @GoldForecast Yep good probability. Ramp up of new Greenstone mine to full production in [--] and start up of new Valentine mine are key for the rerate with production over 1000k oz in 2026"
X Link 2025-08-02T17:21Z [--] followers, [--] engagements
"@christankerfund @rsnedz At the least value it with the $ZIM cash on hand which maybe value it @ $27"
X Link 2025-08-11T10:06Z [--] followers, [---] engagements
"@christankerfund Now $ZIM up over $15% premarket with good volume 45% institutional ownership This is going to be interesting"
X Link 2025-08-11T10:47Z [--] followers, [---] engagements
"@Emroking @christankerfund Charles Schwab brokerage"
X Link 2025-08-11T10:54Z [--] followers, [--] engagements
"$ZIM rocket is on fire up 18% premarket with rumor buyout in Israeli newspaper and over 40% institutional holding and over 20% shorts"
X Link 2025-08-11T10:57Z [--] followers, [----] engagements
"@Kacper_PK_CH @marketsgonewild Like it both $SQM (Thanks to Piotr for re-entry on this) and $LAR"
X Link 2025-08-11T18:20Z [--] followers, [--] engagements
"$Gold $GLD the average price of Gold in Q1-2025 was @$2900 Q2 - $3300 and maybe will end Q3 @3450 the Q3 prices will determine the miners $Gdx $NEM $EQX Q3 results and their margins looks very promising"
X Link 2025-09-03T16:25Z [--] followers, [---] engagements
"@Kacper_PK_CH Cool $BCC hard to see it going below $80 unless a recession like it - Thanks"
X Link 2025-09-03T20:14Z [--] followers, [--] engagements
"@Kacper_PK_CH @squeezestreet @GoldSilverHQ Media is very busy with as $SPY/$QQQ reaching or near new highs Meme/new tech (like quantum) ripping over 10% in a day Chinese stocks U turns on tariff/policy no time for good old Gold and Silver which increase maybe couple of percent over a week"
X Link 2025-09-21T00:21Z [--] followers, [--] engagements
"@SilbergleitJr And Hyundai/Kia manufactured those cars whereas Carvana is car reseller :)"
X Link 2025-09-21T23:38Z [--] followers, [---] engagements
"@Kacper_PK_CH Maybe US found new money sitting in their Balance sheet ;)"
X Link 2025-09-29T12:43Z [---] followers, [--] engagements
"@Kacper_PK_CH @Slappeddd1 $SBSW is probably one of the largest producers of Rhodium @ 150k ounces annually. The price was less than [----] an ounce last year. This is positive for them and Rhodium can run higher and fast"
X Link 2025-09-29T21:15Z [---] followers, [---] engagements
"@Kacper_PK_CH @MPelletierCIO Maybe [---] ;) I like Rick Rules line I failed at Retirement"
X Link 2025-10-02T06:12Z [---] followers, [--] engagements
"@Kacper_PK_CH Excellent. Of this list any company now or near term watchlist for the "Click""
X Link 2025-01-05T16:23Z [--] followers, [--] engagements
"$Silver and $Platinum up again overnight and gold does not want to be left behind"
X Link 2026-01-06T03:30Z [---] followers, [---] engagements
"$NEXA up over 5% today $NEXA may rerate by June primarily due to Silver prices margin increase and Copper prices margin increase. Based on the current prices (as average going forward) of the commodities would not be surprised by the following (assigning 60% probability). Q4 results will provide the $NEXA may rerate by June primarily due to Silver prices margin increase and Copper prices margin increase. Based on the current prices (as average going forward) of the commodities would not be surprised by the following (assigning 60% probability). Q4 results will provide the"
X Link 2026-01-09T20:04Z [---] followers, [---] engagements
"@Kacper_PK_CH @ [----] both $AUD and $CAD were almost parity with USD lets see how next couple of years unfold if there is a commodity bull market"
X Link 2026-01-19T14:11Z [---] followers, [--] engagements
"@paola_rojas @AdamasIntel Dear Paola I would suggest using new ticker $LAR in place of old ticker $LAAC - Gracias"
X Link 2025-01-31T02:07Z [---] followers, [---] engagements
"@tradedollarnut @deyhatemetoo Maybe $AMR worthy of puts. The pricing of Met coal largely depends on Supply Australia and US as Russia is out of the equation due to sanctions and played a key role in [----] Met Coal price surge"
X Link 2025-02-16T18:11Z [--] followers, [---] engagements
"$Celh Up 35% after results. [----] Key Targets $2 billion+ total revenue [--] million in cost synergies from the Alani Nu ($1.8 B acquisition) Double-digit international sales growth. $MNST MCap @ 7xSales $Celh @$35 MCap is 4xSales"
X Link 2025-02-21T02:45Z [--] followers, [---] engagements
"@realroseceline Yes. $CELH with new acquisitions has half the US market share of MNST which has $50B MCap. $MNST trades for 7xSales. If $CELH trades for 30% discount to MNST than $2Bx4.9 = over $9B mCap which is almost 40% higher than todays price "
X Link 2025-02-26T06:32Z [--] followers, [---] engagements
"$GPN global payment networks has dropped from over $100 to $75 range a solid company and their new acquisition is not expensive. One can read analysis by several people on seekingalpha. Multiples are reasonable and liking it here"
X Link 2025-06-09T21:58Z [--] followers, [--] engagements
"Is this your best $PALL"
X Link 2025-10-08T20:13Z [--] followers, [--] engagements
"And what if one bought gold in year [----] for $300 per ounce I do not think one can realistically cherry pick bottoms and tops and hence comparison with peak or bottom prices are good for entertainment. Similar to one buying semiconductors in [----] or [----] big difference in returns"
X Link 2025-10-20T03:09Z [--] followers, [---] engagements
"Gold miners look attractive again if price consolidates here example Q2 [----] NEM realized price was @ $3280 the avg closing price in Q3 [----] is around $3480 and in October so far $4069 $NEM results today after close is going to be interesting and Q4 miner results if gold holds sideways maybe Spectacular 😊"
X Link 2025-10-29T11:56Z [--] followers, [---] engagements
"@Kacper_PK_CH I think you are headed to Italy. although would not be surprised if this ticker rises temporarily higher again to shake things up"
X Link 2025-10-31T03:08Z [--] followers, [--] engagements
"@Kacper_PK_CH The consistency of Glencores trading desk in making profit over last decade is very impressive. Kudos on your plan"
X Link 2025-11-04T00:12Z [--] followers, [---] engagements
"@GoldnGuitars What is your current take on $SMH as it did rise to reach 366"
X Link 2025-11-04T00:22Z [--] followers, [--] engagements
"@Kacper_PK_CH In short term this can give boost to prices yet after [--] years I wouldnt count on inflation adjusted price increase in US"
X Link 2025-11-09T00:00Z [--] followers, [--] engagements
"@Kacper_PK_CH Will be much fun if bitcoin enters winter hibernation"
X Link 2025-11-12T00:45Z [--] followers, [--] engagements
"@Kacper_PK_CH @amitisinvesting Looks like they have a feeling we might be in recession as they have to provide stimulus checks like Covid. Will we get one more late in September/October"
X Link 2025-11-12T13:57Z [---] followers, [---] engagements
"@Secrets4stocks $CLX $KMB $TTE"
X Link 2025-11-25T02:25Z [---] followers, [--] engagements
"Top [--] producers of Silver. $PAAS has completed merger with Mag Silver and maybe produce next year [--] m oz. $NEXA top [--] producer of zinc in world surprisingly produces 12m oz of Silver started a position this month in $NEXA"
X Link 2025-11-28T15:42Z [---] followers, [---] engagements
"@Kacper_PK_CH $Nexa is 5th largest zinc producer and @ [--] million OZ of silver per year. Made $100 M last quarter in profit with MCap of @ $900 m"
X Link 2025-11-29T13:41Z [--] followers, [--] engagements
"$Nexa is 5th largest zinc producer and @ [--] million OZ of silver per year. Made $100 M last quarter in profit with MCap of @ $900 m"
X Link 2025-11-29T13:42Z [---] followers, [---] engagements
"@Kacper_PK_CH The average price of $Gold in Q3 [----] was $3457 and so far in Q4 it is over $4000 Q4 results from miners may help in repricing gold miners. $GDX $GDXJ"
X Link 2025-12-03T04:05Z [---] followers, [---] engagements
"@Kacper_PK_CH $CVNA is getting entry into S&P with almost [---] time PE multiple and they booted $KMX (carmax) last quarter out of it with around [--] multiple. All passive money buying this [----] may be another story for $CVNA in long term true fundamentals matter"
X Link 2025-12-06T18:05Z [---] followers, [--] engagements
"@Kacper_PK_CH Got some $EWZ leaps 1/27 [--] C"
X Link 2025-12-08T19:12Z [---] followers, [---] engagements
"$NEXA up 20% in one month may have ways to go as they produce [--] m oz of $Silver annually. $NeXA produces approx 40% of $PAAS silver production and $PAAS is now worth $20B mcap $NEXA mcap is @ $1B and one can gets 5th largest zinc production. Top [--] producers of Silver. $PAAS has completed merger with Mag Silver and maybe produce next year [--] m oz. $NEXA top [--] producer of zinc in world surprisingly produces 12m oz of Silver started a position this month in $NEXA https://t.co/NNZw2hNQ0Q Top [--] producers of Silver. $PAAS has completed merger with Mag Silver and maybe produce next year [--] m oz."
X Link 2025-12-09T17:28Z [---] followers, [---] engagements
"@Kacper_PK_CH $PAAS is a great long term hold appreciate your technical/fundamental perspective on it and maybe now is time to put Imagination hat for Silver prices in [----] and [----] I will go maybe it will touch $90 in 2026"
X Link 2025-12-09T19:04Z [---] followers, [--] engagements
"@Kacper_PK_CH Please look at their silver byproduct and share your thoughts on $NEXA low margin on $Silver (12 m ounces/yr) maybe as it is a byproduct yet with current prices margin expansion difficult to pin how much expansion"
X Link 2025-12-12T12:34Z [---] followers, [---] engagements
"@Kacper_PK_CH Yep got more leaps on $EQX. Gold miners are cheaper relative to current price of gold. Gold just has to hold above $4000 for miners to rerate at current prices"
X Link 2025-12-17T16:29Z [---] followers, [---] engagements
"@Kacper_PK_CH Started entry few weeks back on $SLP. Recently got more $SBSW leaps if Platinum and Palladium price just hold at current levels in [----] the PGM miners can re rate with good upside in 2026"
X Link 2025-12-17T16:34Z [---] followers, [---] engagements
"As of December [--] [----] silver spot prices have shown a strong upward trend in Q4 (OctoberDecember) driven by industrial demand supply constraints and safe-haven buying. Reliable sources report monthly averages as: - October [----] $49.44 per ounce - November [----] $50.43 per ounce December prices surged significantly reaching highs around $66.50 per ounce. The average silver spot price for Q4 [----] so far (October [--] to December 17) is approximately $56 per ounce. In Q3 the average price was @ $39. Silver miners $SIL $SILJ are poised to have a great Q4 results"
X Link 2025-12-18T01:24Z [---] followers, [--] engagements
"As of December [--] [----] silver spot prices have shown a strong upward trend in Q4 (OctoberDecember) driven by industrial demand supply constraints and safe-haven buying. Reliable sources report monthly averages as: - October [----] $49.44 per ounce - November [----] $50.43 per ounce December prices surged significantly reaching highs around $66.50 per ounce. The average silver spot price for Q4 [----] so far (October [--] to December 17) is approximately $56 per ounce. Q3 the average price was @ $39. Silver miners $SIL $SILJ are poised to have great Q4 results"
X Link 2025-12-18T01:31Z [---] followers, [---] engagements
"@Kacper_PK_CH @SubtleInduction Wow Appreciate this insight. Maybe I need to just buy $SPPP with some of the profits"
X Link 2025-12-18T06:07Z [---] followers, [--] engagements
"@potassium_phd @emissar11 @VP5091862393141 Thanks for the input and appreciate your technical charts for ETF trading in gold similar to $AGQ do you like $UGL"
X Link 2025-12-20T04:05Z [---] followers, [--] engagements
"@Kacper_PK_CH Bull market is fun yet not easy to hold rapidly rising positions when you have been conditioned for quite some time with depressed prices"
X Link 2025-12-22T15:02Z [---] followers, [--] engagements
"Platinum up again over 5% overnight it has now risen 33% since December 9th. PGM miner like $SBSW may have some catch up to do in upcoming quarter. Gold ($GLD) Silver ($SLV) and PGMS have risen and are rising on worldwide demand/Supply dynamics. The miners $GDX $SIL on the other hand typically lag metal prices and most importantly are primarily dependent on demand from Western Investors. As the western investor generates Gold ($GLD) Silver ($SLV) and PGMS have risen and are rising on worldwide demand/Supply dynamics. The miners $GDX $SIL on the other hand typically lag metal prices and most"
X Link 2025-12-23T05:08Z [--] followers, [---] engagements
"@Kacper_PK_CH Any idea how much they $SBSW make roughly in [----] if PGM and gold prices stay at current level I am trying to estimate Mcap for $SBSW my rough estimate for mcap is [--] to [--] times the current Mcap $10.8B. Appreciate your perspective"
X Link 2025-12-26T01:09Z [--] followers, [---] engagements
"@Kacper_PK_CH Looks like it will hold $1800 on the weekly close as futures are up quite a bit"
X Link 2025-12-26T02:56Z [--] followers, [--] engagements
"@Kacper_PK_CH Looks like just a day or two of consolidation is over and now rocket towards $2100"
X Link 2025-12-26T02:58Z [--] followers, [--] engagements
"@marketsgonewild @toiletkingcap Started in $NEXA around thanksgiving"
X Link 2025-12-26T15:55Z [--] followers, [--] engagements
"@Kacper_PK_CH @MMTLPtrch Yep got long leaps on $AA and on lighter note for those who can afford I recommend substituting Copper with Silver because it is a better conductor 😉"
X Link 2025-12-26T20:22Z [--] followers, [--] engagements
"$NEXA stream with Triple Flag on Cerro Lindo mine (annual @ [--] m oz of silver) is expected to go down Q2 from 65% production to 25% permanently. This will give them additional @1.5 m oz of silver to sell. There is no stream on other producing mines"
X Link 2025-12-27T03:29Z [---] followers, [---] engagements
"My short assessment of US retail sentiment towards Silver $SLV $PSLV - Retail is curious and skeptical based on past experiences say in [----]. I also sense hate from some of the so called Invented New Money followers. The only thing which matters is Actual Demand and Supply which is well documented and will be spoken with real $ Investment. Bodes well for overall upward trajectory in [----] https://twitter.com/i/web/status/2005349093799764374 https://twitter.com/i/web/status/2005349093799764374"
X Link 2025-12-28T18:44Z [--] followers, [---] engagements
"This sums up the Silver sentiment in other words from WSJ Silver Investors are Amateur Investors. You decide 🤷♂"
X Link 2025-12-28T19:24Z [---] followers, [--] engagements
"Good to see industrial manufacturing coming up in USA . $NEXA has smelters in LATAM and has production mines in Peru/Brasil with significant Silver production. The US Dept of War announces investment of over $2 Billion for a US Smelter to process critical minerals such as Silver and more. What will be a $7B+ total build this is the first such facility since the 1970s to be built to process CONCENTRATES. Currently only dore (higher The US Dept of War announces investment of over $2 Billion for a US Smelter to process critical minerals such as Silver and more. What will be a $7B+ total build"
X Link 2026-01-04T21:59Z [---] followers, [---] engagements
"Looking forward for gold miners Q4 performance ($GDX $AEM $NEM $EQX). The average Q3 [----] price of Gold was @ $3450 and Q4 @ $4150 per oz. This is approx $700 per ounce higher in Q4 [----] which has the potential to go straight to the profit margin of the Gold miners and may increase their profitability by 30% to 50%. https://twitter.com/i/web/status/2007966823908585824 https://twitter.com/i/web/status/2007966823908585824"
X Link 2026-01-05T00:06Z [---] followers, [---] engagements
"In just one month from @ $1650 to $2200 i.e 31% return. Stunning uptrend. If someone timed the $2500 peak within this month (that would be rare) then they got 45% return PGM general trend since April is massive uptrend w Platinum up 137% over one year simply remarkable. Bodes well for $SBSW $IMPUY $SLP in 26"
X Link 2026-01-05T06:05Z [--] followers, [--] engagements
"Gold is breaking out tonight up 2% given the current geo political situation hardly a surprise. May bode well for Golds price performance in [--] after an excellent 2025"
X Link 2026-01-05T06:19Z [--] followers, [--] engagements
"@DarioCpx Yes and if the Industrial physical demand is higher than supply than this can also lead to ordering more quantity and increasing the inventory due to business uncertainty similar to what we saw during Covid with good Inventory built up at Corporations"
X Link 2026-01-06T04:32Z [--] followers, [---] engagements
"In [----] $NEXA revenue was primarily from the following key metals. 65% Zinc 20% Copper 15% Silver/Lead Maybe In [----] Silver revenue will be 30% to 40% of the overall revenue given the sharp rise in silver prices over [----]. They had over $2.7B revenue in [----] current Mcap $1.3B at $9.7 share price with $100M profit in last reported quarter Q4 results may be excellent and lets see how exciting Copper and Zinc prices might be in [----] along with 10m Oz of Silver per year for $NEXA https://twitter.com/i/web/status/2008674890866639101 https://twitter.com/i/web/status/2008674890866639101"
X Link 2026-01-06T22:59Z [---] followers, [---] engagements
"My current estimate for year end [----] price range on $SBSW and $IMPUY assuming on average current prices for their production in [--] (50% probability on the price estimates) $SBSW - Would not be surprised to see it in $30 to $45 range. $IMPUY - $27 to $36 range"
X Link 2026-01-07T23:48Z [--] followers, [---] engagements
"$NEXA may rerate by June primarily due to Silver prices margin increase and Copper prices margin increase. Based on the current prices (as average going forward) of the commodities would not be surprised by the following (assigning 60% probability). Q4 results will provide the guidance and more certainty. $NEXA price estimate by June $18. In [----] $NEXA revenue was primarily from the following key metals. 65% Zinc 20% Copper 15% Silver/Lead Maybe In [----] Silver revenue will be 30% to 40% of the overall revenue given the sharp rise in silver prices over [----]. They had over $2.7B revenue in 2024"
X Link 2026-01-08T07:22Z [---] followers, [---] engagements
"Good to see today $AEM $GDX make new [--] week high about time"
X Link 2026-01-09T15:22Z [---] followers, [--] engagements
"$Gold $Gld and $Silver $SLV got their swag back"
X Link 2026-01-09T16:04Z [---] followers, [---] engagements
"@marketsgonewild @uselinkinv Since Dec 1st both $SILj and $SIL are less than half (0.5) the movement in Silver price Market in disbelief over Silver base prices so if it holds after Q4 results some rerating and more after Q1 results"
X Link 2026-01-09T22:49Z [---] followers, [---] engagements
"@Kacper_PK_CH @marketsgonewild $EQX at current Gold prices may have @ $2B EBITDA in [--] with North America production jurisdiction. after their LATAM asset sale and they may completely wipe out their debt in [--]. So the mcap may rerate to @ 10x EBITDA and price closer to @ $30"
X Link 2026-01-10T21:32Z [---] followers, [---] engagements
"@Kacper_PK_CH Wow for all Industrial Metals both the Medium and Short term trend is UP we are in all Metals bull market"
X Link 2026-01-11T16:31Z [---] followers, [--] engagements
"$AEM the second largest listed gold producer to report Q4 [--] results on Feb 12th in Q4 the underlying Gold price was $4140 approx $700 per oz higher than Q3 [----]. With their Quarterly production of approx [---] koz (annual approx [---] m oz) this can easily add $500M to their net profit which was over $1B in Q3. Even if gold prices stay at $4000 per oz in [----] they can do $6B in profits. As Q4 results come $GDX can move up as analyst start evaluating gold miners at avg 4k gold prices in [----]. https://twitter.com/i/web/status/2010445906752184674 https://twitter.com/i/web/status/2010445906752184674"
X Link 2026-01-11T20:17Z [---] followers, [--] engagements
"$Silver is volatile it has euphoric up days like today almost 7% and some equally down days. This trend has been more profound since late November (Thanksgiving time). Yet since then it is up from @ $50 to now $85 in a short time. I like the trend"
X Link 2026-01-12T20:14Z [---] followers, [---] engagements
"Thats great will love your take on $NEXA Their [----] rev was $2.7 B and last quarter profit was $100 m mcap still below $1.5B with copper 20% Zinc 65% Silver can be big in [----] I think it can reach [----] rev of $3.9B and we can imagine margins now. They have Smelters in both countries and we know US is building a smelting plant here for $8.5B with Korea Zinc this is a Western Hemisphere company with Peru and Brazil operations. https://twitter.com/i/web/status/2010835679429701775 https://twitter.com/i/web/status/2010835679429701775"
X Link 2026-01-12T22:06Z [---] followers, [--] engagements
"@Kacper_PK_CH @Convertbond Absolutely and till they buy [---] to [----] tonnes of Gold annually to their stockpile difficult to not get sustained Gold price appreciation (even if it is just in single digits annually)"
X Link 2026-01-13T00:10Z [---] followers, [--] engagements
"@Kacper_PK_CH @Convertbond Yep In hindsight relative Geopolitical stability confidence in petro dollar/Globalization come to mind yet it is very imperfect and so there is higher risk with elevated Gold prices and as it goes higher in price risk increases"
X Link 2026-01-13T01:09Z [---] followers, [--] engagements
"Keeping things simple lets focus on best of the best and the Biggest Gold miners $NEM and $AEM assuming average Gold price of $4500 for [--]. $NEM has potential to reprice by year end [--] maybe to $180 and similarly $AEM to $300"
X Link 2026-01-15T18:45Z [---] followers, [--] engagements
"Silver Demand Supply from HSBC they increased their forecast for average Silver price in [----] to $68.25 expecting overall deficit in Silver Supply both in [--] and 27"
X Link 2026-01-18T14:01Z [---] followers, [---] engagements
"As per MSA (momentum Structure analysis Michael Oliver) $Gold will outperform S&P from November end [----] close when the structure broke out of a long base that happened when Gold/S&P price overcame [---] (60%) ratio. One can track it monthly and see how it does. In December [----] S&P (Nov month end close to Dec close) did 1.4% and Gold 2.4% so for the month of December this thesis has worked. Overall in [----] S&P [---] was up 16.4% and $Gold 65%. https://twitter.com/i/web/status/2013102160032960603 https://twitter.com/i/web/status/2013102160032960603"
X Link 2026-01-19T04:12Z [---] followers, [--] engagements
"@abcampbell @MenaceToSociety Solar and Green Energy people love Silver"
X Link 2026-01-23T14:58Z [---] followers, [---] engagements
"Green Energy (Solar/Solid state Batteries/technology) loves Silver"
X Link 2026-01-23T15:03Z [---] followers, [--] engagements
"@Kacper_PK_CH @m0d3rnpr0bl3ms Imagine what [--] would do to precious metals. Gold has now performed around 17% just in Jan [----] which is similar returns to S&P over one year from Jan 1st [----] to Jan [--] 2026"
X Link 2026-01-27T23:08Z [---] followers, [--] engagements
"@Kacper_PK_CH @Convertbond Yes. And to add further in one yr only [---] m oz ($360 B) of new Gold are mined. So in [----] overall new purchase from mining gold roughly $360B and maybe over $450B in [----] worldwide"
X Link 2026-01-12T23:27Z [--] followers, [--] engagements
"@Kacper_PK_CH $RGLD has been great thanks Kacper for highlighting it earlier"
X Link 2026-01-20T15:40Z [---] followers, [---] engagements
"@Kacper_PK_CH If Gold stays here and grows 7% per year in price Gold Royalties like $WPM $RGLD $FNV can have a decent upward trajectory"
X Link 2026-01-21T03:59Z [---] followers, [---] engagements
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