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@Valarian11 ValarianValarian posts on X about $lgo, $ssl, target, $aauc 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 finance XXXXX% countries XXXX% stocks XXXX% travel destinations XXXX% cryptocurrencies XXXX%
Social topic influence $lgo #2, $ssl 9.38%, target 6.25%, $aauc 6.25%, $aaucto #1, $mp #46, liquidity #4421, $911lb #1, countries 3.13%, speculation XXXX%
Top accounts mentioned or mentioned by @valuewave2022 @patty6667 @value_wave2022 @alexsei88 @cometcapital @mattkiu @bidbird10 @blunttruuth @adjebitdax @vmaxpax @cbciza @kuhnsteven90717 @mark4xx @baltachicom @yellowbull11 @rekurencja @inigoezponda @adktweeet @mineralstocks @jacqueslechan
Top assets mentioned Sasol Limited (SSL) Allied Gold Corporation (AAUC) MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) Plasma (XPL)
Top posts by engagements in the last XX hours
"@Alexsei88 It makes sense for Largo to sell more at these prices when that peace deal was announced. It also does make sense for Evraz if they CAN sell their vanadium into the US market. Might be through redirected routes from other countries. It's all speculation until Largo releases news"
X Link 2025-11-25T15:18Z 4171 followers, XXX engagements
"I guess some bigger names see what I see in $LGO. Evraz being sanctioned is the lynchpin that makes Largo thrive again. Trust the process 😃"
X Link 2025-11-14T23:00Z 4170 followers, 8632 engagements
"$SOLG.L rejects takeout offer from Jiangxi copper. Solgold is still trading at 015x NPV at spot prices with metals breaking out again. I'm up 300%"
X Link 2025-11-28T15:33Z 4170 followers, 1636 engagements
"Added more Sasol $SSL. Price to book at XXX. I see a right shoulder building. IHS with target $85"
X Link 2025-06-26T14:31Z 4173 followers, 6926 engagements
"Sasol $SSL that IHS is progressing well"
X Link 2025-07-21T19:19Z 4174 followers, 4159 engagements
"Sasol $SSL Parex Resources $PXT.v Arrow Exploration $AXL.v Petrotal $TAL.v Pantheon Resources $PANR Tag Oil $TAO.v"
X Link 2025-08-23T17:10Z 4174 followers, 4330 engagements
"The African Champion $aauc 🤑"
X Link 2025-10-29T12:01Z 4172 followers, 1772 engagements
"Vanadium pentoxide up in Europe today $LGO"
X Link 2025-10-30T12:16Z 4174 followers, 5261 engagements
"@Patty6667 @COMETcapital Hard times for Evraz Panzhihua reducing output All very similar to the start of the previous bull maybe this time it will be harder to survive for Evraz because of the geographical isolation. I have some frozen Gazprom so you are not alone haha"
X Link 2025-11-16T16:32Z 4171 followers, XXX engagements
"First visible steps that the US is preparing a new round of stockpiling in XX critical minerals. A WAVE of fixed price purchasing contracts is coming in 2026"
X Link 2025-12-06T23:17Z 4174 followers, 3161 engagements
"@KuhnSteven90717 The Belgians are aware of this. All ministers have voted against using the frozen assers. Maybe at last they have a brain. Not that these WEF puppets like Bart de Wever can be trusted. Europe wants the war. They might just go for a majority even with our veto in Belgium"
X Link 2025-12-09T13:06Z 4171 followers, XXX engagements
"Good quarter. Vanadium production and sales are up Q/Q. Ilmenite production will almost triple early 2026. Net loss is an accountancy adjustment. Operational cash flow close to $XX million. Cash up $XX million inventory up $X million. Evraz sanctioned confirmed by Largo. $LGO"
X Link 2025-11-12T22:54Z 4171 followers, 4817 engagements
"We're still early. Many people have been burned deeply in the precious miner bear market. XX% of the move happens in the final XX% of the time. They have not done the math like dedicated investors have"
X Link 2025-12-09T18:03Z 4171 followers, XXX engagements
"Wild action in vanadium. 🔥 On October 23-28 2025 the EU's 19th sanctions package added EVRAZ plc (the UK-incorporated holding company with major Russian assets) to its asset-freeze list. This freezes EVRAZ's EU assets and prohibits EU persons/entities from dealing with it"
X Link 2025-11-10T13:51Z 4169 followers, 2960 engagements
"Vanadium pentoxide powder up in China. I'm not sure if this is Evraz related or that their own production cuts are finally hitting supply but it will be interesting to watch what prices will do in Europe Russia and China in the coming weeks $LGO"
X Link 2025-11-12T11:34Z 4170 followers, XXX engagements
"@Baltachi_com With Evraz supplying $XX million of V2O5 to Europe in 2024 only Largo has $50m inventory for Western supply. They held back XXX tonnes of the XXX tonnes in October. Short squeeze time soon in vanadium"
X Link 2025-11-13T14:52Z 4170 followers, XXX engagements
"@BluntTruuth Yes that too. $LGO vanadium operations are still going smooth even when they had the going concern. That's now removed post Oct raise. Evraz being sanctioned is a very big deal for the vanadium market. 7000-8000 tonnes into Europe per year. Largo has that in inventory"
X Link 2025-11-13T18:33Z 4170 followers, XXX engagements
"@COMETcapital I don't think this is the time to fold with Evraz being sanctioned and the liquidity risk removed for the next 10+ months"
X Link 2025-11-13T19:00Z 4170 followers, XXX engagements
"@Patty6667 @COMETcapital If you don't think the liquidity is an issue then i think $VAND can be a small bet in a vanadium bull. I am not worried about $LGO prices are already rising X weeks after Evraz got sanctioned and there are price rises in vanadium segments everyday. I expect that to continue"
X Link 2025-11-16T16:03Z 4170 followers, XXX engagements
"@value_wave2022 Yes it's a big deal for Europe. $XX million in V2O5 last year from Evraz to Europe. Largo can export that to Europe in the next XX months. With a good price deal on their inventory they don't need to make that much more in the next XX months"
X Link 2025-11-16T16:09Z 4170 followers, XXX engagements
"@value_wave2022 Grok thinks we will see $9-11/lb V2O5 by Q2 2026 based on what he knows on Evraz"
X Link 2025-11-16T16:51Z 4170 followers, XXX engagements
"@Yellowbull11 @rekurencja Grok thinks we can see $9-11/lb V2O5 by Q2 2026 by giving him the latest news report about Evraz and what AI could find about the company. Evraz that supplied Europe for 2/3rd of their yearly supply is sanctioned by Europe since late October"
X Link 2025-11-16T17:01Z 4170 followers, XXX engagements
"@Alexsei88 Do you think this is related to Evraz dumping because normally they are sanctioned by both the US and EU. And they sold their steel mills and division in North America recently so logistically might be not so easy. Or is Largo loading off inventory at higher US prices"
X Link 2025-11-25T09:34Z 4170 followers, XXX engagements
"Australia's Lynas Rare Earths $LYC.ax said it estimates a potential shortfall equivalent to one month's production of NdPr during the quarter at its Kalgoorlie facility in Western Australia following significant power supply disruptions. $UUUU $MP"
X Link 2025-11-25T12:15Z 4170 followers, XXX engagements
"Unleash the beast Kurmuk $AAUC $AAUC.TO"
X Link 2025-11-27T13:18Z 4171 followers, 1510 engagements
"Don't forget the zinc stocks Zinc is up XX% today $FWZ.v $XPL"
X Link 2025-12-11T16:22Z 4171 followers, 1357 engagements