@Valarian11 Avatar @Valarian11 Valarian

Valarian posts on X about silver, gold, $lgo, $uuuu 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 51.43% stocks 16.19% countries 15.24% currencies 3.81% cryptocurrencies 3.81% exchanges 0.95% social networks 0.95% technology brands 0.95% automotive brands 0.95% financial services 0.95%

Social topic influence silver 21.9%, gold 16.19%, $lgo #21, $uuuu 8.57%, market cap #2168, in the 7.62%, debt 6.67%, $aauc 4.76%, copper 4.76%, stocks 4.76%

Top accounts mentioned or mentioned by @ballsmeep @mineralstocks @omro1975 @edark94 @grok @tbirdv @bidbird10 @mrworldwide3056 @silversanta @cleanmoney86 @patty6667 @culperresearch @boronatcarles @anduranium @unnajasnoop @rekurencja @stockspy1 @dvsignals @silbergleitjr @kparaat

Top assets mentioned Energy Fuels Inc. (UUUU) Allied Gold Corporation (AAUC) SM Energy Company (SM) Brazil Potash Corp (GRO) U.S. GoldMining Inc. (USGO) Bank of America (BAC) Sasol Limited (SSL) SPDR GOLD ETF (GLD) MP Materials Corp. (MP) NexGen Energy Ltd. (NXE) USA Rare Earth, Inc. Class A Common Stock (USAR)

Top Social Posts

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

"Sasol $ssl trying to breakout 👀 #Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL https://t.co/vCu2rARrnN #Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL"
X Link 2026-02-11T20:18Z [----] followers, [----] engagements

"$EMM Giyani Metals +310% increase in high grade manganese resources Gonna be a global significant producer of HPMSM (10-14% global output largest outside of China) Base case NPV: $1B Market cap: $26M with 49M cash [--] debt $16M financing secured + $10M incoming"
X Link 2023-12-10T22:20Z [----] followers, [---] engagements

"We're currently as cheap as during March [----] bottom in commodities vs Nasdaq. The commodity index needs to outperform by 6000% to get back to the highs. $SPGSCI $CRB"
X Link 2024-07-16T12:41Z [----] followers, [----] engagements

"Goldmining inc. $GLDG owns 80% of US goldmining. Whistler is 6M+ oz gold + $35m in Goldroyalty + $11m cash. $3m in Nevgold shares (+$75M payments to $GLDG in the future) In total 125M oz AuEq M&I: E.g. Their project La Mina has a $448m at $1975/oz gold based on 174M AuEq oz U.S. GOLDMINING WELCOMES PRESIDENTIAL EXECUTIVE ORDER TO UNLEASH ALASKA'S EXTRAORDINARY RESOURCE POTENTIAL $USGO https://t.co/XEtAIQhEHW U.S. GOLDMINING WELCOMES PRESIDENTIAL EXECUTIVE ORDER TO UNLEASH ALASKA'S EXTRAORDINARY RESOURCE POTENTIAL $USGO https://t.co/XEtAIQhEHW"
X Link 2025-01-27T12:06Z [----] followers, [----] engagements

"Looks like $GLD holdings are finally starting to trend up again. Gold price to $4000/oz"
X Link 2025-03-15T13:05Z [----] followers, [----] engagements

"The African Champion $aauc 🤑 Allied Gold Reports Exploration Results at Sadiola Demonstrating Continued Discovery in a World-Class Gold Mineralized System $AAUC.TO https://t.co/fCbQdq5QU5 Allied Gold Reports Exploration Results at Sadiola Demonstrating Continued Discovery in a World-Class Gold Mineralized System $AAUC.TO https://t.co/fCbQdq5QU5"
X Link 2025-10-29T12:01Z [----] followers, [----] 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 [----] followers, [---] engagements

"Unleash the beast Kurmuk $AAUC $AAUC.TO Allied Gold Reports Significant Exploration Advancements at Kurmuk $AAUC.TO https://t.co/gVraeGtqD7 Allied Gold Reports Significant Exploration Advancements at Kurmuk $AAUC.TO https://t.co/gVraeGtqD7"
X Link 2025-11-27T13:18Z [----] followers, [----] engagements

"@Edark94 Cash is up $22 million. Inventory $4 million. Tungsten prices going through the roof. Ramping up ilmenite. Vanadium production going great. Supported by [--] banks now. They aren't going bankrupt anytime soon. [--] Chinese halts/cuts last [--] weeks Evraz sanctioned"
X Link 2025-12-26T13:48Z [----] followers, [----] engagements

"@Swedish_uranium I think they are very conservative on the ilmenite/zircon price at $199/mtu and $1200/mtu. Ilmenite grade looks very similar to the Moma mine from Kenmare. Monazite price is ok. NPV should increase to atleast $25-3 billion at spot prices. $UUUU"
X Link 2026-01-08T12:55Z [----] followers, [----] engagements

"$NEWP broke out yesterday. #silver"
X Link 2026-01-23T12:43Z [----] followers, [----] engagements

"@grok @Pearsonpc It's more like this. Bushveld is out of business. And Grok forgot all the Chinese producers. https://x.com/i/status/1859315818330255803 https://x.com/i/status/1859315818330255803"
X Link 2026-01-28T22:07Z [----] followers, [--] engagements

"Sold my Kutcho copper. Was up +156% in a month. Dipped my toes into some more $NEWP as it is still at the bottom vs silver. Maybe early but whatever. Gaps in dxy (at 974) and gold (at 4620) not yet closed. Cash ready to deploy once this stabilizes further"
X Link 2026-01-30T23:39Z [----] followers, [----] engagements

"Brazil Potash price target $12 $GRO"
X Link 2026-02-03T16:36Z [----] followers, [----] engagements

"+7% 🤝 New position $SM SM Energy New position $SM SM Energy"
X Link 2026-02-04T17:34Z [----] followers, [----] engagements

"@Patty6667 @TinFormer_News Quite some production cuts in december. Inventory dropped 2000MT in december 🤷"
X Link 2026-02-04T18:30Z [----] followers, [---] engagements

"Largo $LGO is about halfway through their turnaround Extend the debt & lower opex 👍 Iron ore contract for $56m 👍 US government contract in the works Ilmenite ramp up tbd To do list: Monetize value from the tungsten assets Copper & PGM contract EU contract for stockpiling $lgo I still cant get why we are still below [--] bucks but let the algos trade it and give more shares to retail. [--] mil from iron ire that nobody knew about US government contract no risk of bankrupcy and so on. I am pretty sure EU UK Chinese. will also make stockpiles. $lgo I still cant get why we are still below [--] bucks"
X Link 2026-02-04T20:25Z [----] followers, [----] engagements

"@CulperResearch Thanks for backtesting guys $NXE"
X Link 2026-02-06T16:17Z [----] followers, [----] engagements

"@CulperResearch Is it expensive on a forward PE basis 297M lbs x $70/lb margin = [--] Billion+ USD income That's a PE of [--] if the market cap is under $7B"
X Link 2026-02-06T17:01Z [----] followers, [----] engagements

"For Energy Fuels $UUUU vanadium is just a side business that hasn't been producing since [----]. They probably need atleast $12-13/lb to get some margin and their annual production is about [--] million lbs which is 1/10th of the production at Largo. Meaningless at $63-65/lb. Guess who has stockpiled vanadium $UUUU Guess who has stockpiled vanadium $UUUU"
X Link 2026-02-09T13:28Z [----] followers, [----] engagements

"@TBirdV All these together are like a half year of production for Largo lol"
X Link 2026-02-09T21:23Z [----] followers, [---] engagements

"@Comm_Invest Way less it's gonna happen this year"
X Link 2026-02-10T11:07Z [----] followers, [---] engagements

"@omro1975 @TBirdV $5m from selling vanadium lbs at a loss is not what Mark Chalmers will do. Again it's a totally meaningless stockpile at prices under $10/lb. Great company still my largest position. They have other priorities that will far exceed $5 million in income"
X Link 2026-02-10T11:41Z [----] followers, [--] engagements

"@omro1975 @TBirdV Ah yes you did my bad. 😄 just seeing so many takes about $UUUU and other uranium companies that have some slight vanadium reserves"
X Link 2026-02-10T12:27Z [----] followers, [---] engagements

"The "bubble" has just broken out versus the real bubble in equities. #gold #silver #commodities BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S. equities and megacap tech remain relatively stable. https://t.co/rA7aWaeMpn BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S."
X Link 2026-02-10T13:09Z [----] followers, [----] engagements

"@BidBird10 @SamsonLi7 Just a little taste of what peak twitter will look like. You won't even see the real commodity chaps on your screen when it happens because of all the spam. Gonna be like crypto. A lot of them are gone now after the 50% drawdown in rare earth stocks like $NB $UUUU $USAR etc"
X Link 2026-02-10T14:50Z [----] followers, [---] engagements

"Most silver miners still have to report Q4 earnings. Silvercorp announced $49/oz sales price for Q4. You can see where the puck is going for Q1 earnings with silver being discounted $35/oz at the moment. Silver up 3% at $83.18/oz. Silver up 3% at $83.18/oz"
X Link 2026-02-11T10:01Z [----] followers, [----] engagements

"Thungela resources $TGA.L nice continuation here. I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] https://t.co/H1s6ddMDTL I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] https://t.co/H1s6ddMDTL"
X Link 2026-02-11T18:28Z [----] followers, [----] engagements

"@grok @boronat_carles @AndUranium @UnnajaSnoop What about EQ resources and Almonty tungsten"
X Link 2026-02-11T21:49Z [----] followers, [--] engagements

"@ballsmeep @variance_swap Don't blow yourself up 😝"
X Link 2026-02-11T22:10Z [----] followers, [--] engagements

"@Edark94 Emil buying pigs with makeup 😆"
X Link 2026-02-12T15:43Z [----] followers, [---] engagements

"Galiano gold $GAU surprised me with higher costs in Q1. Q2 was better but there's still a lot of room for improvement and thus margin expansion. Production is going to double with costs going down. AISC was $2251/oz in Q2. Can they produce 200koz at AISC = $1700/oz in '26 @value_wave2022 Currently looking at Galiano gold. 170koz producer in [----] with a 105M cash no debt. Let's say $1000 margin so that's [---] million a year. Market cap is $340M. That's a forward PE of [--] even when I don't count in their cash. @value_wave2022 Currently looking at Galiano gold. 170koz producer in [----] with a 105M"
X Link 2025-09-06T13:33Z [----] followers, [----] engagements

"Allied Gold $AAUC will get in this list by H2 [----]. 150koz a quarter starting H2 [----] with target AISC $1225/oz. Current market cap C$24B or $173B MC. Compare with 👇 $IAG: $57B $EQX: $744B $AGI: $135B $12B $LUG.v: $1635B I'm up 117% http://EVN.ax Gold Production & AISC Q1 [----] Read the full article to learn more: https://t.co/XT0a3UkLYT https://t.co/gT97v4Bph4 http://EVN.ax Gold Production & AISC Q1 [----] Read the full article to learn more: https://t.co/XT0a3UkLYT https://t.co/gT97v4Bph4"
X Link 2025-09-06T14:11Z [----] followers, [----] engagements

"New position $SM SM Energy $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m synergies being realised. Combined entity trades below 1x EBITDA with market cap at $4.3bn and EBITDA above $5bn. They're on an aggressive degearing campaign $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m synergies being realised. Combined entity trades below 1x EBITDA with market cap at $4.3bn and EBITDA above $5bn. They're on an aggressive degearing campaign"
X Link 2026-02-02T20:32Z [----] followers, [----] engagements

"@ballsmeep Looks like there are some buys from management atleast below the warrant prices. The sale from Francesco might be related to tax loss selling. Good that multiple insiders are starting to buy. $LGO"
X Link 2026-02-03T13:16Z [----] followers, [----] engagements

"Largo also exported 1869MT into EU last year which is about 3x more than the 650MT from the US contract in year [--]. Let alone that the EU might need to replace the vanadium that came from Evraz (6000MT+). Yesterday the EU announced they would follow the US into stockpiling. Largo already got a US supply contract for 5-7% of ann. US demand and will likely get further support to make sure they won't go out of business. Think price-floors cheap loans etc. Largo just became too big to fail. @toiletkingcap @BidBird10 @rekurencja @Valarian11 Largo already got a US supply contract for 5-7% of ann. US"
X Link 2026-02-04T17:02Z [----] followers, [----] engagements

"@mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd"
X Link 2026-02-04T21:47Z [----] followers, [----] engagements

"US vanadium up today from 530% to 839% in the last [--] months. That's another +3% today"
X Link 2026-02-05T12:43Z [----] followers, [----] engagements

"Things are heating up for Q1 [----] in vanadium $LGO $AVL.ax. Another +3% in the US and about 2% gains in the EU. EU should wake the fuck up and give Largo a stockpiling contract with high price floors. https://t.co/tyTM23V5OK V2O5 price up in EU from $523 to $585. That's +12% QoQ. Production of [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes in Q4. That's +12% QoQ. Sales were [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes of V2O5 in Q4 [----]. Down 1%. https://t.co/tyTM23V5OK V2O5 price up in EU from $523 to $585. That's +12% QoQ. Production of [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes in Q4."
X Link 2026-02-06T10:19Z [----] followers, 14.8K engagements

"The same will likely happen in the EU but they always need a bit longer to wake up 😃 I'm sitting and holding my $LGO (+75% YTD) and $AVL.ax (+1765% tonight 🤩) Dry powder still ready for dips in Largo if they happen. Fun vanadium fact: the price of ferro-vanadium in the US (Pittsburgh warehouse) is up 19% in the last [--] days. Something appears to be changing in the vanadium market. https://t.co/PL4rQFT9tq Fun vanadium fact: the price of ferro-vanadium in the US (Pittsburgh warehouse) is up 19% in the last [--] days. Something appears to be changing in the vanadium market."
X Link 2026-02-11T09:53Z [----] followers, [----] engagements

"Largo speaks about +30% this month in US ferrovanadium and +36-40% ytd. Which is about 15x higher than what Asianmetals is reporting (30-90 days up 20-24%). The iron ore deal will likely fail none of the material is delivered. They might need to look for another offtaker. Largo Provides Update on Status of Iron Ore Calcine Commercial Transaction and Strengthening U.S. and E.U. Ferrovanadium Markets $LGO.TO https://t.co/KN9e9z3M70 Largo Provides Update on Status of Iron Ore Calcine Commercial Transaction and Strengthening U.S. and E.U. Ferrovanadium Markets $LGO.TO https://t.co/KN9e9z3M70"
X Link 2026-02-12T11:34Z [----] followers, [----] engagements

"$SM SM Energy broke out some days ago. Now $HPK Highpeak energy seems to do the same. #oil @mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd. https://t.co/ZzhT7GxcoU @mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd. https://t.co/ZzhT7GxcoU"
X Link 2026-02-11T14:53Z [----] followers, [----] engagements

"@grok @boronat_carles @AndUranium @UnnajaSnoop"
X Link 2026-02-11T21:44Z [----] followers, [--] engagements

"I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] 📈 Hot off the press: P/E of [---] and 20% dividend yield with this coal stock Introducing: a coal investment SO cheap that its metrics appear unbelievable. Latest stock pick out now 👇 https://t.co/fVUA8BTUEk 📈 Hot off the press: P/E of [---] and 20% dividend yield with this coal stock Introducing: a coal investment SO cheap that its metrics appear unbelievable."
X Link 2025-06-27T13:25Z [----] followers, 16.2K engagements

"Top [--] portfolio Green = positive Yellow = -20% Orange= -20%+ #gold #silver #uranium #copper #oil #vanadium #tin #potash #zinc #platinum #palladium #REE #coal"
X Link 2025-09-25T15:00Z [----] followers, 16.9K engagements

"Madagascar has lifted its 16-year suspension on the issuance of mining permits (except for gold mining permits). Good news for Energy fuels as they still seek approval for the monazite permit $UUUU Madagascar Lifts 16-Year Mining Permit Suspension: Major Step Forward for LION's Ambato-Arana Graphite Project. $LION.CN https://t.co/jMxPvcw5Tw Madagascar Lifts 16-Year Mining Permit Suspension: Major Step Forward for LION's Ambato-Arana Graphite Project. $LION.CN https://t.co/jMxPvcw5Tw"
X Link 2026-02-12T20:41Z [----] followers, [----] engagements

"$LUM.v Lumina gold Has my favorite type of setup. Will be a big winner. [--] billion NPV at $1950/oz gold. For $172m US market cap. Wheaton deal of $300m reduces the risks"
X Link 2025-02-11T11:55Z [----] followers, [----] engagements

"They are so broke that they are coming for our fiat savings. Buy physical gold and silver"
X Link 2025-03-11T22:02Z [----] followers, [----] engagements

"Pretty sure this won't be the case at $4k gold. It's now slowly starting"
X Link 2025-03-18T12:19Z [----] followers, [----] engagements

"@mineralstocks From May [----]. Both mines should have been in production already for atleast [--] years. Instead they lost Madouela and Mutanga is nowhere close to be economically viable. Project needs $110/lb uranium to have a decent IRR of 285%. 51mlbs/yr. that are nowhere close to produce"
X Link 2025-03-23T17:30Z [----] followers, [----] engagements

"Mark Chalmers at $UUUU says that the U price needs to go up materially likely $150/lb. Projects like Goviex' Mutanga are not going into production below that. Energy fuels are net buyers of uranium spot instead of sellers at $65-70/lb. Pinyon plain produced at $40/lb now. @mineralstocks From May [----]. Both mines should have been in production already for atleast [--] years. Instead they lost Madouela and Mutanga is nowhere close to be economically viable. Project needs $110/lb uranium to have a decent IRR of 285%. 51mlbs/yr. that are nowhere close to produce. https://t.co/pyQDmZhS2i"
X Link 2025-05-06T08:46Z [----] followers, [----] engagements

"Added some Bravo Mining $BRVO today at C$230. CEO holds C$123m in the stock which is almost 50%. PGM's are still under the radar and Brazilian stocks are very cheap"
X Link 2025-05-06T21:08Z [----] followers, [----] engagements

"$SBSW Sibanye next target $75-$8"
X Link 2025-05-11T20:40Z [----] followers, [----] engagements

"@Pete__Panda @respeculator @TraderPamplona Time to buy Minera Alamos Talon Metals and Centaurus on the cheap is ending. I'd cut Aya at these prices tbh"
X Link 2025-05-13T12:01Z [----] followers, [---] engagements

"Holy shit USA senate and House sending letters to Hegseth to buy one year of vanadium supply 💥 $LGO Isoja vanadiiniuutisia USA:sta. Tm voisi saada vanadiinin hinnan raketoimaan jos ostot tapahtuisi suhteellisen lyhyess ajassa ja jos "sijoittajat & hedget" alkaisivat ostamaan etukteen. Kuva kopioitu Hotcopperista. #Vanadium $LGO https://t.co/uWVPPuspiB Isoja vanadiiniuutisia USA:sta. Tm voisi saada vanadiinin hinnan raketoimaan jos ostot tapahtuisi suhteellisen lyhyess ajassa ja jos "sijoittajat & hedget" alkaisivat ostamaan etukteen. Kuva kopioitu Hotcopperista. #Vanadium $LGO"
X Link 2025-05-13T12:26Z [----] followers, 13.1K engagements

"Sibanye $SBSW vs platinum. In hindsight it looks very easy to buy the entire time in [----]. Nobody would be at a loss right now"
X Link 2025-05-24T17:38Z [----] followers, [----] engagements

"@Silver__Santa Blackrock silver. Should be 870m NPV at the current spot prices. And the next maiden resources + PEA will make it even higher. C$118m market cap with C15M in cash. Pretty high conviction for the coming [--] months lots of catalysts on an exploding silver price"
X Link 2025-06-07T15:33Z [----] followers, [----] engagements

"@Silver__Santa The other one to own is New Pacific Metals trading at $262M with C$24m in cash and the NPV is probably approaching $25B at the current silver price. Well backed by about 40% Silvercorp and Pan American Silver. Both stocks are easy buy & holds here imo"
X Link 2025-06-07T15:40Z [----] followers, [----] engagements

"I'm watching silver it looks ripe to turn higher"
X Link 2025-06-13T09:59Z [----] followers, [----] engagements

"#Silver is backtesting the breakout"
X Link 2025-06-19T11:04Z [----] followers, [----] engagements

"It's done. True price discovery will come. 6M chart. #silver"
X Link 2025-06-30T21:14Z [----] followers, 47.7K engagements

"Sold some $SBSW with 106% gain at $857. Letting the rest ride"
X Link 2025-07-15T13:52Z [----] followers, [----] engagements

"@cleanmoney86 @Stockspy1 Simple. Ivanhoe Electric is a copper company. Santa Cruz worth [--] billion at this copper price. Copper price doing well. Energy Fuels is doing very well on uranium production and MP funding for rare earths. Largo produces vanadium and (ilmenite). Both commodities are depressed"
X Link 2025-07-17T17:54Z [----] followers, [---] engagements

"@Stockspy1 @cleanmoney86 Ivanhoe Electric doesn't produce vanadium owning a VRFB company isn't the same thing. Energy Fuels is not producing vanadium right now isn't economic for them"
X Link 2025-07-17T19:43Z [----] followers, [--] engagements

"$SBSW Public Investment Corporation Limited acquired an additional 5.16% stake in Sibanye Stillwater Limited"
X Link 2025-07-26T09:02Z [----] followers, [----] engagements

"$GRO Brazil Potash could produce by [----] at what otherwise would be the transportation cost if they ship it from e.g. Canada to Brazil. I took a starter at $169. Some institutions like Citadel advisors (Griffin) UBS Renaissance are also taking starters buying more. Why I just made $GRO a top-3 position. #Potash. Insane opportunity in my view. [--]. Brazil imports 8590% of its potash. Autazes tackles that gap directly. [--]. Phase one = [---] Mt/yr KCl expandable to [--] Mt/yr. [--]. All [--] installation licences securedconstruction greenlighted. https://t.co/JKkqURzCWI Why I just made $GRO a top-3 position."
X Link 2025-08-25T19:44Z [----] followers, [----] engagements

"Energy Fuels $UUUU vs Physical uranium $U.UN. The knife cutting through the butter pattern. Long term breakout"
X Link 2025-09-05T12:30Z [----] followers, [----] engagements

"Goldmining inc. $GLDG $827m in $GROY shares $894m in $USGO shares $43m in $NAU.v shares + $6m cash You get all their [--] other assets for $36.6m at the moment with La Mina being worth $13B at NPV5% at $3500/oz gold $40 silver. Goldmining inc. $GLDG owns 80% of US goldmining. Whistler is 6M+ oz gold + $35m in Goldroyalty + $11m cash. $3m in Nevgold shares (+$75M payments to $GLDG in the future) In total 125M oz AuEq M&I: E.g. Their project La Mina has a $448m at $1975/oz gold based on 174M AuEq oz https://t.co/6qFh5loBMe Goldmining inc. $GLDG owns 80% of US goldmining. Whistler is 6M+ oz gold +"
X Link 2025-09-06T13:12Z [----] followers, [----] engagements

"$PLG Platinum Group Metals - weekly breakout 2x average volume today"
X Link 2025-09-12T20:09Z [----] followers, 11K engagements

"@DVSignals Not so sure if sugar is a good play maybe people that are "awake" eat less sugar. So maybe that historical correlation between the two is changing in favor of silver. Here's Suedzucker one of the biggest sugar companies in Europe. I'm not really attracted by the chart. 🤷♂"
X Link 2025-09-13T11:38Z [----] followers, [---] engagements

"Sit tight with your cannabis stocks $CRON $OGI $SNDL Altria bought 45% of Cronos Group $CRON at 1625CAD. Currently $CRON shares trade at 355CAD. British American Tobacco $BAT owns 45% of Organigram $OGI and needs 781CAD to break even. OGI shares trade at 289CAD. Altria bought 45% of Cronos Group $CRON at 1625CAD. Currently $CRON shares trade at 355CAD. British American Tobacco $BAT owns 45% of Organigram $OGI and needs 781CAD to break even. OGI shares trade at 289CAD"
X Link 2025-09-18T14:19Z [----] followers, [----] engagements

"Bravo Mining $BRVO.v hasn't really followed the recent rally's in PGM's. We're talking $300m market cap with an NPV of $15B at current spot prices. Good balance sheet $215m (as of [--] June 2025)with no debt and high insider ownership (close to 50%)"
X Link 2025-10-08T14:41Z [----] followers, [----] engagements

"@rekurencja They're all selling. South32 has agreed to sell roughly $17.8 million of stock in Trilogy Metals to the Defense Department as part of a deal for the U.S. to take a 10% stake in the Canadian mineral-exploration company. Will be on watchlist now for me"
X Link 2025-10-12T13:41Z [----] followers, [---] engagements

"$GRO Brazil Potash spectacular action yesterday after retesting. 200sma taken out now for the first time"
X Link 2025-10-15T08:53Z [----] followers, [----] engagements

"Hello Donald project $UUUU Funding chance is now very high with your HREE's 👀"
X Link 2025-10-20T18:06Z [----] followers, 24K engagements

"Good quarter. Vanadium production and sales are up Q/Q. Ilmenite production will almost triple early [----]. Net loss is an accountancy adjustment. Operational cash flow close to $12 million. Cash up $22 million inventory up $4 million. Evraz sanctioned confirmed by Largo. $LGO Largo Reports Third Quarter [----] Financial Results $LGO.TO https://t.co/ONNsBCF7wB Largo Reports Third Quarter [----] Financial Results $LGO.TO https://t.co/ONNsBCF7wB"
X Link 2025-11-12T22:54Z [----] followers, [----] engagements

"@Silver__Santa @Micarun1 Steppe will have sold 30koz gold in Q4 instead of 15koz. The stock is gonna moon"
X Link 2025-12-11T23:14Z [----] followers, [---] engagements

"Just watch the silver miners. $NUAG.to was C$9 at $30 silver in [----] & now C$5 at $65 silver. (You are buying $600M EV for $6B NPV) $SVM $85 at $30 & now $85 at $65 silver with [--] new hidden assets that are worth more than the current MC + $382m cash and $180m investments"
X Link 2025-12-17T09:31Z [----] followers, [----] engagements

"@Edark94 Interesting looks like a complete backstop safety net on top of the warrants for their $84m debt in case vanadium/ilmenite don't rebound strongly enough by Q3 [----] without having an immediate dilutive hit. Still wondering what they'll do with the tungsten. To be continued lol"
X Link 2026-01-08T13:49Z [----] followers, [---] engagements

"With ilmenite production tripling these copper numbers can also go up 3-fold. And they will also add PGM's for additional benefits. The debt extension of that $6M USD for another year shows the confidence by lenders. Things are rapidly progressing now at Largo. Watch it. $LGO Largo Announces Copper Mineralization Studies Across its Maracs Menchen Vanadium Deposits; Extends US$6 Million Secured Loan $LGO.TO https://t.co/S6fr13HlSZ Largo Announces Copper Mineralization Studies Across its Maracs Menchen Vanadium Deposits; Extends US$6 Million Secured Loan $LGO.TO https://t.co/S6fr13HlSZ"
X Link 2026-01-12T13:28Z [----] followers, [----] engagements

"First analyst price target raise from the same analyst in the last [--] months for Largo $LGO"
X Link 2026-01-14T13:57Z [----] followers, [----] engagements

"Added more $BRVO.v and $NEWP With Silver and PGM's valued like this. Even when they fall 20% it's free money if you just wait long enough"
X Link 2026-01-14T20:14Z [----] followers, [----] engagements

"@mineralstocks Both are very well backed but ignored because they don't have silver or platinum in the name. And PM miners in general are already ignored. $NEWP [--] of of the top [--] largest undeveloped silver deposits $BRVO Likely the best PGM deposit to own outside of South-Africa"
X Link 2026-01-14T20:25Z [----] followers, [----] engagements

"@EMS_AKS Yes a giant in the making"
X Link 2026-01-20T13:52Z [----] followers, [---] engagements

"Vanadium trending up 2%+ today in Europe $lgo $avl.ax"
X Link 2026-01-28T15:04Z [----] followers, [----] engagements

"Breaking: Silver miners at all time lows vs silver Retail: sell all silver miners Officially dumped my silver position today. Keeping all physical. Taking a huge risk with 100% concentration of HGRAF in my portfolio but my opinion is it will be the bigger ticket long term. I hope Im right lol Officially dumped my silver position today. Keeping all physical. Taking a huge risk with 100% concentration of HGRAF in my portfolio but my opinion is it will be the bigger ticket long term. I hope Im right lol"
X Link 2026-01-28T16:44Z [----] followers, [----] engagements

"And another +25% in Europe for vanadium. $LGO $AVL.AX Vanadium trending up 2%+ today in Europe $lgo $avl.ax https://t.co/LiweaWpjMo Vanadium trending up 2%+ today in Europe $lgo $avl.ax https://t.co/LiweaWpjMo"
X Link 2026-01-29T10:59Z [----] followers, [----] engagements

"@Margotinn @Herve_Trader @JesseCohenInv They might let the air out a bit don't think it will take very long as the flight into real assets continues"
X Link 2026-01-30T10:38Z [----] followers, [--] engagements

"50$ fib retracement from the entire move in silver with a tick and bounce off the 50sma daily. All that in a single day"
X Link 2026-01-30T23:51Z [----] followers, [---] engagements

"@gischro74 @seethetrees1 Possible the ABC correction can be very fast they want as many out as possible. Silver miners vs silver are looking like the bull is about to begin. Still think we will see silver at $400 this year"
X Link 2026-01-31T10:57Z [----] followers, [---] engagements

"@mineralstocks Topping out for good sentiment in a single day correction. 😛 That's really impressive 😀 #Silver"
X Link 2026-01-31T22:34Z [----] followers, [----] engagements

"@SilbergleitJr If you want to compare with november use a moving average that acted as support in november. Then this was a perfect washout move. 50sma certainly very dominant here on silver"
X Link 2026-02-01T11:13Z [----] followers, [----] engagements

"@KParaat @SilbergleitJr Yes a breakdown of this dominant support could open up to $50 (200sma). But as this was a 10-sigma event a strong relief rally looks more likely. We already took back $10. Let's see what happens in the next week 😊 Miners are cheap regardless"
X Link 2026-02-01T11:26Z [----] followers, [---] engagements

"Incredible what happened in the silver market. The chance of the correction was [--] quadrillion times lower than winning the Lotto in Belgium. Just [--] days after the media were all talking about the metals. They don't want you to own metals. 😀"
X Link 2026-02-01T11:45Z [----] followers, [----] engagements

"@olvehe @Johnie36149708 Go buy your Butcoin 😘"
X Link 2026-02-01T12:46Z [----] followers, [--] engagements

"@fredmeister86 Indeed parabolic moves need digestion this was just a very fast digestion back to the dominant uptrend. What happens next week(s) is up to the market gods. A daily close below is bearish if it holds bullish"
X Link 2026-02-01T12:55Z [----] followers, [--] engagements

"@lBenDEath Partly. Also bought some Highpeak Energy maturity date of their debt extended to september [----]. Both are really low book value for US oil producers you see these things normally in South-Africa or Mozambique but not for the US"
X Link 2026-02-03T12:35Z [----] followers, [--] engagements

"@lBenDEath Bank of America just bought some"
X Link 2026-02-03T16:20Z [----] followers, [--] engagements

"A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good 😉 https://t.co/3SR58TYOxp A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good 😉 https://t.co/3SR58TYOxp"
X Link 2026-02-03T20:43Z [----] followers, [----] engagements

"@GlobalProTrader [--] hours left for dxy to get back above [------] (50weekly sma). Daily rejection at 20sma again Daily death cross coming closer every day"
X Link 2022-12-29T14:55Z [----] followers, [---] engagements

"Miners like Fission Uranium Denison Mines Global Atomic are double as cheap than Nexgen based on the current uranium price. At current uranium prices Nexgen is worth 60-70% more (based upon the NPV). Over 8B$. Fission Denison Global Atomic should go up about 150%"
X Link 2024-01-14T12:42Z [----] followers, [----] engagements

"Discovery silver $DSV up 80% in one week. Tony Makuch's next Kirkland Lake value creation @cleanmoney86 @ballsmeep I also think Makuch saved Discovery silver and after a retrace it could be a great buy. If that retrace comes silver tends to move violently when it starts. Both projects can be worth $45 billion npv at current spot trading at $500m or so. @cleanmoney86 @ballsmeep I also think Makuch saved Discovery silver and after a retrace it could be a great buy. If that retrace comes silver tends to move violently when it starts. Both projects can be worth $45 billion npv at current spot"
X Link 2025-01-31T16:23Z [----] followers, [---] engagements

"$aauc Allied Gold is the cheapest major gold miner 💁 CEO Peter Marrone owns C$104m. He's still buying. Trading at 031x NAV. I would've placed Aris Mining second cheapest too. Was taking a fresh look at Torex $txg.to (I hate Mexico and have been avoiding it). It is definitely cheap. Found this great table in the presentation. Look at the massive premium for Lundin Gold. They have P/NAV [---]. $lug.to https://t.co/pzJrUE6Tcc Was taking a fresh look at Torex $txg.to (I hate Mexico and have been avoiding it). It is definitely cheap. Found this great table in the presentation. Look at the massive"
X Link 2025-09-06T18:53Z [----] followers, [----] engagements

"Allied Gold is a very cheap stock. Great dip opportunity. $aauc Allied Gold Reports Third Quarter [----] Results: Solid Performance and On Track for Improved Production $AAUC.TO https://t.co/cD187xi0b0 Allied Gold Reports Third Quarter [----] Results: Solid Performance and On Track for Improved Production $AAUC.TO https://t.co/cD187xi0b0"
X Link 2025-11-05T23:02Z [----] followers, [----] engagements

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