@inigoezponda Avatar @inigoezponda inigoezponda

inigoezponda posts on X about $claax, gold, $btg, in the 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 46.08% countries 15.69% currencies 11.76% stocks 7.84% cryptocurrencies 4.9%

Social topic influence $claax #2, gold 19.61%, $btg 11.76%, in the 10.78%, $svm 8.82%, copper #944, market cap #281, $aris 5.88%, $wrlg 4.9%, the project 4.9%

Top accounts mentioned or mentioned by @milinkoeterno @markikn @specpunter @recouso @overjumped @sticklord123 @realhagetaka @phipho @kealkill5 @stefanpiruk @bomboriver @bowden29luke @sunrayta1 @squeezestreet @thewealthminer @jtourzan @gavmccracken @respeculator @spreadbet @nowhereinvoid

Top assets mentioned Bitcoin Gold (BTG) Aris Water Solutions, Inc. (ARIS) Bitcoin (BTC) John Hancock Financial Opportunities Fund (BTO) Gamer Arena (GAU)

Top Social Posts

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

"Hi guys. Just this stock appear on my X. I have made a [--] minutes check and seems really interesting with a very compelling r/r setup. I will do my detailed DD but I like it a lot for my family portfolio without taking too much risk. $CBE.AX $CBE just rewrote its future. 400t/month copper. Installed plant capacity. Staged earn-in to 51%. Dilution heavy but transformational. Now execution matters. $CBE $CBE.AX #Copper #ASX $CBE just rewrote its future. 400t/month copper. Installed plant capacity. Staged earn-in to 51%. Dilution heavy but transformational. Now execution matters. $CBE $CBE.AX"
X Link 2026-02-13T10:00Z [---] followers, [----] engagements

"I hope it continues like this way all the year. Happy beginning. Made some omissions errors but it what it is"
X Link 2026-02-16T07:37Z [---] followers, [----] engagements

"Clear words from my brother about the actual situation. The FUNDAMENTALS ARE THE SAME. Nothing has changed we have to wait. This is going for a consolidation phase and another wave on price. Increasing $SVM $BTG $ARIS https://x.com/edu_ezponda/status/1980695561360834879 Todays the perfect day to talk about markets. Gold is down 5% its biggest daily drop in five years. Miners are down around 15% from their highs. https://x.com/edu_ezponda/status/1980695561360834879 Todays the perfect day to talk about markets. Gold is down 5% its biggest daily drop in five years. Miners are down around 15%"
X Link 2025-10-21T18:27Z [---] followers, [---] engagements

"Update on my portfolio I didnt tell: I sell some positions I have on my portfolio such as Orvana at [--]. I am still on WRLG. The rest I comment are mainly from my family portfolio. At the moment my portfolio are mainly calls of B2gold and $WRLG $BTG 1/n"
X Link 2025-12-01T21:35Z [---] followers, [---] engagements

"I hope B2gold $btg finally gets the permits for fekola regional this month of december because I am a bit overexposed to B2gold in the short term. It can be one of the catalysts for being a turning point to the company"
X Link 2025-12-04T11:11Z [---] followers, [---] engagements

"B2gold behaving incredible good. The chart looks very nice. It is going to be in [--] in the near term if Fekola Regional permits+Gold Price stays here $BTG"
X Link 2025-12-10T21:19Z [---] followers, [---] engagements

"@squeezestreet Check B2gold calls. I follow the story of $btg since [--] year and a half ago. The timing for B2gold is now. The turaround story as in equinox is happening. I bought lot of calls when it was at 38$ [--] month ago"
X Link 2025-12-11T12:44Z [---] followers, [---] engagements

"$ARIS Aris Mining what a ride. YES YES AND YES. WAS A VERY CLEAR BUY THIS STOCK"
X Link 2025-12-11T16:23Z [---] followers, [---] engagements

"I hope $SVM buys New Pacific Metals $NUAG $NEWP If it buy it finally the project are worth a lot more in hands on silvercorp. It can be financed through cheap money in $SVM. But in $NUAG hands trades at a discount due to financing problem. Now is 01x P/NAV With SVM 05x P/NAV"
X Link 2025-12-14T10:40Z [---] followers, [---] engagements

"Somebody remember if it was said in the presentation of B2gold the expected date of receiving the permits for fekola regional was q4 [----] I dont see it now there. Maybe I am wrong and it wasnt there initially but I remember being there $BTG $BTO"
X Link 2025-12-17T12:53Z [---] followers, [---] engagements

"And for the people China risk is not that much for me. I own a very large stake in Silvercorp in my family portfolio $SVM. And is too cheap. EV=1500 mill. usd AISC margin= [--] mill*70$=560 mill. usd Huge mine life. Ecuador first mine coming online q4 26+extra project. CHEAP $MJS"
X Link 2026-01-12T12:03Z [---] followers, [----] engagements

"Add the other project el condor with an npv equal to the actual EV. FS coming final [--] NPV to capex around 5x. Exploration potential capex financed with cheap money (retained earnings). Cash on hand for potential m&a"
X Link 2026-01-12T12:10Z [---] followers, [---] engagements

"I bought $ARIS at 69$ at final june and now is currently at almost 20$ And it has more upside. That stock in that moment was the most clear buy I say for my family portfolio in the broker I use. It gives me access to very few stocks"
X Link 2026-01-20T16:35Z [---] followers, [---] engagements

"Btw i am heavily invested in my family portfolio now in B2gold is the moment for them to outperform if everything in Mali stays the same. $btg $bto.to is going to have an interesting year imho. What do you think about it"
X Link 2026-01-20T19:18Z [---] followers, [----] engagements

"How much clear was that $btg $bto.to is going to overperform now to the rest. Easy stock to hold at the moment for my family portfolio"
X Link 2026-01-22T15:24Z [---] followers, [---] engagements

"@Spec_punter I dont find that risk in Phillipines. And I believe the story in $PVT is interesting but is important to exit in the perfect time because when development starts there is no rerate in the stock usually. I hope $PVT price increases for you:)"
X Link 2026-02-02T08:04Z [---] followers, [---] engagements

"@Spec_punter Yes the EV of the stock is a no sense I take your point on it. You are going to do nice with $PVT for sure if things go as imagined"
X Link 2026-02-02T08:10Z [---] followers, [--] engagements

"@overjumped_ Things of shitco for sure but if you buy it in the correct time and with some luck you can earn some decent returns. The MCB project in hands of a bigger company with easy financing (retained earnings) is valued at [---] mill. Minimum. They can sell this for [---] mill. A x25"
X Link 2026-02-03T22:52Z [---] followers, [---] engagements

"At least in this update $SVM has increased recoveries in an interesting way"
X Link 2026-02-04T22:20Z [---] followers, [---] engagements

"Now the simple numbers. Royalty is over revenues. So we have to use as it gold is trading at 4000$ per ounce. Gross Profit=(4000-1550)*195k ounces=475 mill. usd Assume rest OPEX (general+exploration)=60 mill usd. So EBIT gives us=415 mill usd. Lets continue until FCF 3/n"
X Link 2026-02-06T10:39Z [---] followers, [---] engagements

"Hi guys. After looking into too many stocks I will publish a stock that is too cheap in terms of cash flow potential. However a catalyser must be confirmed on the stock and this could be the easiest stock buy after Orvana. LT focused. Not investment advise. DYODD 1/2"
X Link 2026-02-06T20:17Z [---] followers, [----] engagements

"Same happens with $BTG mine in Masbate. They have only 40% and there is a Philiphine investor just for admin. reasons for the other 60%. However $BTG has the 100% economic benefits on the mine. So $CLA.AX is same case Sodor is only on paper. CLA is the "real" 100% holder 1/2 In case anyone has any doubts about Sodor's merely symbolic role in the MCB project they have yet to contribute any of the agreed-upon $43 million. Therefore the shares will revert to Celsius Resources. $CLA.AX https://t.co/DVrHprl86Z In case anyone has any doubts about Sodor's merely symbolic role in the MCB project they"
X Link 2026-02-07T19:03Z [---] followers, [----] engagements

"What is true is that there is going to be a 40-60 JV in the future. But for that 60% they are going to receive offers. And maybe they get all the capex funded just for giving away that 60%. We dont know but we are going to see it soon. Or a 100% sale or a buyout over $CLA.AX"
X Link 2026-02-07T19:03Z [---] followers, [---] engagements

"@StickLord123 Yes. It has. Do you work in Nomura IB"
X Link 2026-02-10T19:20Z [---] followers, [--] engagements

"@Milinkoeterno @realhagetaka @PhiPho You have some to eat in the order book haha If this is sold as I believe is going to x4"
X Link 2026-02-10T20:26Z [---] followers, [---] engagements

"@Milinkoeterno @realhagetaka @PhiPho I know. Is a no sense valuation. Sell price is [--] times the current market cap easily. I hope management make the decision they might do"
X Link 2026-02-10T20:49Z [---] followers, [---] engagements

"@Mark_IKN @TheWealthMiner Wow. I am Spanish and I have seen the video this is disgusting from vizsla. They have so much things to explain. What a shit company and management"
X Link 2026-02-10T20:53Z [---] followers, [---] engagements

"I will tell here in this post why I believe $CLA.AX is going to be taken out by Silvercorp. Firstly is difficult to hold this large stake in CLA while the management acts this way but of course Im not selling at these prices. I am not going to speak a lot more about it. I am getting tired of speaking of it. Last long post on it. I am holder of it. And I hope it gets sold. Market cap is [--] mill usd The DFS gives [---] billion usd NPV at 6$ copper and 4500$ gold. A lot more resources that the ones being used in the DFS while lower grades. They have coming [--] million loan from MIC very soon to"
X Link 2026-02-11T13:43Z [---] followers, [----] engagements

"Maybe people dont see the value I am seeing in $CLA.AX its okey. Kiri Industries just said they want a 20% to 40% in the project. Now lets take a possible scenario: These guys pays 0.3x NPV multiple its a pretty conservative multiple isnt it NPV at 6$ copper and 4500$ is [---] bill usd So if they buy 40% at 0.3x NPV- 12000.30.4=144 million usd and they would still have the other 60%+Sagai+Botalio+Namibia Market cap is [--] mill usd https://twitter.com/i/web/status/2021585222664433908 https://twitter.com/i/web/status/2021585222664433908"
X Link 2026-02-11T14:00Z [---] followers, [----] engagements

"I didnt expected Kiri Industries was looking for an stake in the MCB project from $CLA.AX. I thought they were looking for some offtake or stream agreement. Very good news. If they are in conversations for the 40% and the other 60% is for an investor in the philippines They are selling it completely. Thats my analysis. https://twitter.com/i/web/status/2021586819867984263 https://twitter.com/i/web/status/2021586819867984263"
X Link 2026-02-11T14:07Z [---] followers, [----] engagements

"Lets have a fucking bidding war for Celsius Resources $CLA.AX I am so overexposed to this "shitco". I love it. Lets have some real fun. The one I want. I am risk lover. Silvercorp Kiri Industries who wants also to join the party and pay the bill"
X Link 2026-02-11T20:54Z [---] followers, [----] engagements

"@Kealkill5 @Milinkoeterno Ahahaja. Are you on the boat or no shares yet I am very comfortable with my big bag on Philippines"
X Link 2026-02-11T23:18Z [---] followers, [--] engagements

"@jtourzan Dont you think the valuation is more than fair at the moment for Agnico I mean market cap is more than [---] bill and the potential FCF in [----] at these prices is [--] bill FCF"
X Link 2026-02-13T09:20Z [---] followers, [---] engagements

"@GavMcCracken Btw people see bitcoin as the way to hide and transport your funds from one country to another. But that is getting +difficult agencies are tracking very well transactions and IPs not that easy. You have to know a lot about informatics to correctly make it"
X Link 2026-02-16T08:18Z [---] followers, [--] engagements

"Btw probably if $SVM continue to push higher prices to the zone of [--] usd i will sell all the shares and move that stake into $MAI.V One of the best r/r gold stocks imho. You just have to wait to develop their projects Talking about the family portfolio now"
X Link 2026-02-09T17:43Z [---] followers, [----] engagements

"EBIT=415 mill. They have almost no LT debt just payments to Gold Field for acquisition. So lets assume [--] mill interest expense just to be conservative [---] mill earnings before tax Net Income=410 mill*(1-0.35)=266 mill usd 4/n"
X Link 2026-02-06T10:39Z [---] followers, [---] engagements

"If you are looking for overlooked cheap developers in high quality jurisdictions take a look into Revival Gold $RVG.V [---] million usd market cap [--] million usd cash Trading at 0.12x P/NAV with gold at 3000$ and economic studies done with a small portion of the total resources Large resources-3.2 million ounces M&I and [---] million ounces of gold inferred High quality capital structure with only 21% retail ownership Potential to produce in the long term +300k ounces per annum Thesis based on: Too cheap P/NAV for high quality assets in the US- Rerate here Revival is going to start producing the"
X Link 2026-02-09T10:47Z [---] followers, [----] engagements

"At least [--] warrants. I like it although didnt expect it yet. Western Copper and Gold Announces C$50 Million Bought Deal Financing $WRN.TO https://t.co/NRgssUYSnH Western Copper and Gold Announces C$50 Million Bought Deal Financing $WRN.TO https://t.co/NRgssUYSnH"
X Link 2026-02-11T23:36Z [---] followers, [---] engagements

"Hi guys just waken up in Spain. Thanks for today run. I believe it can go much higher. People that entered at lower prices selling and new buyers at this prices entering. Now the holders are going to be better. Good to see that. [--] mill shares volume today. I like it $CLA.AX"
X Link 2026-02-12T08:09Z [---] followers, [---] engagements

"What is going to do this guy tomorrow in the Philippines Conference $CLA.AX He is going to uncover his art of deal. He is tired of being nonchalant. he is going to give us the deal we are waiting he is the shark of M&A"
X Link 2026-02-12T08:11Z [---] followers, [----] engagements

"RT @respeculator: Today is the day. BRING IT HOME HUME $CLA.AX"
X Link 2026-02-13T08:10Z [---] followers, [--] engagements

"Wow how clear is that electrification is the future. It is not just that the costs become 1/5 compared to fossil fuels it is also all the positive externalities in terms of contamination (less lungs illnesses) that are indirect economic savings. The future is brilliant We have fully replaced diesel with #electric ore haul trucks at our #Ying Mining District in Henan Province China. ✅30 electric vehicles now operating across our sites ✅Fully deployed since June [----] ✅Ore haulage costs reduced by 80% ✅From US$0.93 to US$0.17 per tonne https://t.co/azgmnHFShk We have fully replaced diesel with"
X Link 2026-02-13T14:44Z [---] followers, [---] engagements

"Important day for Celsius Resources $CLA.AX Sodor buy option of the 60% of MCB mine for [--] million usd expires today and we should get some news release soon from management confirming the expiration of it or so"
X Link 2026-02-15T20:34Z [---] followers, [----] engagements

"Revival Gold cheap as peanuts easy x2 with great margin of safety $RVG.V"
X Link 2026-02-16T18:20Z [---] followers, [---] engagements

"@Milinkoeterno Not curious and you know it very well. They are playing with us. but volume will push the price to higher zones fortunately"
X Link 2026-02-16T20:07Z [---] followers, [---] engagements

"Okey lets take a fast view to Galiano Gold. Not yet invested but looking to buy for my family portfolio. $GAU $GAU.V Market Cap: [---] mill usd E2026 production=195k gold ounces at 1550$ AISC per ounce (mid guidance) Only [--] mine and its in Ghana DYODD 1/n 👇👇✅✅"
X Link 2026-02-06T10:39Z [---] followers, [----] engagements

"Guys we are getting more info about $CLA.AX sodor situation through Kiri Industries than through the management is crazy hahaha. However take a look from minute 19:00 Kiri Industries want a stake from 20% to 40% Other parties trying to buy a stake also Sodor expires in 16th February and is said in the video Celsius Resources have until 31th february to find a partner for the JV so they are not in an "illegal" situation as they must have a 40-60 JV on paper. This deal is going to get done in February. It seems like that. Good news in my opinion https://www.youtube.com/watchv=-qheS3m63NM"
X Link 2026-02-11T13:30Z [---] followers, [----] engagements

"Let him cook $CLA.AX Today is the day. BRING IT HOME HUME $CLA.AX https://t.co/WpdkfMZQWW Today is the day. BRING IT HOME HUME $CLA.AX https://t.co/WpdkfMZQWW"
X Link 2026-02-13T09:17Z [---] followers, [---] engagements

"$CBE.AX said the remaining 49% stake in the chilean mine: "friendly vendor keen to unleash project potential". Nothing demonstrated. Why it wasnt included in the acquisition terms the 49% remaining optional buy Strange. Management must explain this "potential 49% further buy""
X Link 2026-02-13T19:36Z [---] followers, [---] engagements

"It is too obvious what is doing Silvercorp Metals dumping $CLA.AX price. They know Celsius is arriving to FID and they must make a decision. If there is a potential sale it is way more worthy to Silvercorp reducing 50% of its ownership while trying to dump the share price and acquire more shares from the company on a potential sale. It is not casual dumping shares now and not [--] months ago. Grant Samuel new auditor. something is coming JV 100% MCB sale or potential buy-out"
X Link 2026-02-16T16:57Z [---] followers, [----] engagements

"Btw I have send an email to Celsius Resources management today and they answered me to have patience and wait for the public news release. So is that what I am going to do. I feel that the news release regarding Sodor concern will be really soon. We will see. $CLA.AX"
X Link 2026-02-17T17:39Z [---] followers, [---] engagements

"Lets check some fast computations about $MAI.V Minera Alamos is currently trading at [---] mill usd Lets use 4500$ gold AISC margin 2026=2500$*35000k ounces=87 mill usd or 20% AISC margin mid [----] (assuming copperstone+gold rock into production=3000$*135k ounces=405 mill usd or 90% margin If AISC margin is [---] mill for a multiasset company in the US the market cap should be [----] mill or so. That is a 3x in the stock. Even without not talking about CdO. I didnt talk about MAI recently because I didnt have liquidity to move into cash and buy MAI. But it was clearly in my watchlist. Now people"
X Link 2026-02-10T11:33Z [---] followers, [----] engagements

"Not nice figures for [----]. Spanish AISC is increasing as rockets. $ORV.TO But in terms of cash flow of course is cheap. Pd: I have no shares on it. Just on my watchlist if management make some game changer update/movemente"
X Link 2026-02-12T08:28Z [---] followers, [---] engagements

"I hope we get an announcement today or in this week. It is currently 17/02/2026 in Australia and the deadline for Sodor Inc to pay 43M to Celsius Resources' MCB project has passed. Pending possible announcements there is no record of the disbursement. $CLA.AX Continue It is currently 17/02/2026 in Australia and the deadline for Sodor Inc to pay 43M to Celsius Resources' MCB project has passed. Pending possible announcements there is no record of the disbursement. $CLA.AX Continue"
X Link 2026-02-16T16:11Z [---] followers, [---] engagements

"Hi guys $CLA.AX didnt make any news release regarding Sodor buy option expiration- Potential catalyser but the uncertainty+perceived risk of not making a public release of it creates a large negative catalyser also. I am waiting for company announcement"
X Link 2026-02-17T10:12Z [---] followers, [---] engagements

"Celsius Resources graph looks nice but we need that extra improvement in fundamentals to break that. Volume has decreased. And we need a news release of Sodor expiration concern and that is positive to shareholders the terms on the expiration and how is going to be included the new local investor $CLA.AX Timing is essential. And there has been a moment for make the news release of the expiration of Sodor is now (assuming the outcome of it is positive). https://twitter.com/i/web/status/2023828211646558523 https://twitter.com/i/web/status/2023828211646558523"
X Link 2026-02-17T18:33Z [---] followers, [--] engagements

"Although I am bullish on B2gold the management is absolute garbage. They continue to dump the stock and they get a lot of compensation. $BTG $BTO.TO $BTO B2Gold - Sale of [------] shares for approx. $1110000 https://t.co/MfTLuEiUTa $BTO B2Gold - Sale of [------] shares for approx. $1110000 https://t.co/MfTLuEiUTa"
X Link 2025-11-19T22:23Z [---] followers, [----] engagements

"Risky movement by Aris Mining. $ARIS They paid only [--] million $ for a [--] billion NAV Very cheap transaction but not easy to permit this Aris Mining announces that it has entered into a binding term sheet to acquire the remaining 49% interest in the Soto Norte joint venture from Mubadala securing 100% ownership of the project. The total consideration is US$80 million comprised of US$60 million in cash and [----] https://t.co/aSML3TAZ14 Aris Mining announces that it has entered into a binding term sheet to acquire the remaining 49% interest in the Soto Norte joint venture from Mubadala securing"
X Link 2025-11-20T13:27Z [---] followers, [---] engagements

"@Mark_IKN Hi Mark. How do you see the movement of Aris Mining today buying the rest of Soto Norte stake for only [--] mill. Do you believe for Aris is worth accepting the high risk(permitting) for that cheap price $ARIS"
X Link 2025-11-20T19:28Z [---] followers, [---] engagements

"Good news for B2gold and Barrick Mining. If Mali wanted to nationalize the mines they would not give back the mine to Barrick. I believe the main risk here in Mali is the terrorist one and the risk of increased taxes revenue not that much of nationalization. $B $BTG $BTO.TO Barrick Mining said it signed an agreement to end all its disputes with Malis government regarding its Loulo and Gounkoto gold mines https://t.co/Kbn5HL6Wuf Barrick Mining said it signed an agreement to end all its disputes with Malis government regarding its Loulo and Gounkoto gold mines https://t.co/Kbn5HL6Wuf"
X Link 2025-11-24T16:38Z [---] followers, [----] engagements

"B2gold $BTG these [--] last days has traded perfectly. If we get the fekola regional permits now this is going to run hard. Btw my portfoil is in ath YTD thanks to the calls bought of B2gold when it was trading at 38$"
X Link 2025-11-25T20:16Z [---] followers, [---] engagements

"$ARIS Aris Mining is trading incredibly. The stock was too cheap imo. South America risk is very overstated compared to Africa. And Colombia is pretty stable+right party coming in May [--] (probably). Soto Norte stake bough by Aris has been also a good catalyzer"
X Link 2025-11-25T20:18Z [---] followers, [---] engagements

"B2gold calls were bought when the stock was at [--]. I can tell the price of each option if somebody wants it. And WRLG I bought it at [---]. Just the 15% of my portfolio the other [--] are the calls of btg. Not Investment advice. I am very lucrative in short term and I rotate a lot"
X Link 2025-12-01T21:35Z [---] followers, [---] engagements

"@Spread_Bet @nowhereInVoid @B2GoldCorp Totally true. It was my fault I was overexposed to lot of leverage in calls of B2gold"
X Link 2025-12-21T10:04Z [---] followers, [---] engagements

"So AISC MARGIN for [--] is even higher than current EV EV=65million usd AISC margin is [--] million This is a joke It should be trading 2x this margin. And even if you take [--] AISC margin that is 160million usd. So EV should be 5x the current EV. This is a no sense for me. $MJS"
X Link 2026-01-06T23:34Z [---] followers, [----] engagements

"I will publish a thread about $CLA.AX But please people DYODD I feel like people are buying the stocks I publish because they known the rest are going to buy it not because they believe the stock is cheap and should rerate"
X Link 2026-01-13T10:23Z [---] followers, [----] engagements

"Important for my followers I will publish a thread about $CLA.AX But please people DYODD I feel like people are buying the stocks I publish because they known the rest are going to buy it not because they believe the stock is cheap and should rerate I will publish a thread about $CLA.AX But please people DYODD I feel like people are buying the stocks I publish because they known the rest are going to buy it not because they believe the stock is cheap and should rerate"
X Link 2026-01-13T10:25Z [---] followers, [----] engagements

"MY NEXT STOCK I AM HEAVILY INVESTED IN MY PORTFOLIO: Celsius Resouces $CLA.AX [--] million usd market cap Developer at final stage: Q1 [--] is the beginning for construction+6 mill. ounces eq of gold MOSTLY COPPER and some interesting gold on it [--] NO INVESTMENT ADVICE DYODD 1/n"
X Link 2026-01-14T19:01Z [---] followers, [----] engagements

"@case_resources B2gold has almost no skin on the game and the stock now is a clear buy imo. So if that is your reason: why 50% of the shares are owned by institutionals and HNI Skin on the game is another positive extra is not the determinant alone"
X Link 2026-01-19T18:57Z [---] followers, [---] engagements

"New presentation by Silvercorp on the Kyrgyzstan project check the website $SVM Here you have the link for easier access (not phising): https://staging.silvercorpmetals.com/wp-content/uploads/2026/01/20012026_-Kyrgyzstan-Projects.pdf https://staging.silvercorpmetals.com/wp-content/uploads/2026/01/20012026_-Kyrgyzstan-Projects.pdf"
X Link 2026-01-21T09:34Z [---] followers, [---] engagements

"@StefanPiruk I hope so is going to be my main driver of performance in my portfolio high allocation on it"
X Link 2026-01-21T12:04Z [---] followers, [---] engagements

"Copper flying. I have too much Western Copper and Gold Corp $WRN and Celsius Resources $CLA.AX"
X Link 2026-01-29T11:21Z [---] followers, [---] engagements

"Is very easy to understand JV structure of $CLA.AX They still have 100% ownership of the project. They have to sell the 60% to a Philippines investor. They are hearing offers. Imagine they sell that 60% for free just for taking free carried interest on the 40% If so is a x6 easy"
X Link 2026-01-29T11:25Z [---] followers, [----] engagements

"For everybody what is now your opinion in Silvercorp Metals $SVM I like the management and capital discipline. However the last deal didnt improve risk/return profile. I was looking for a lower risk jurisdiction. And is not an operational mine until middle [----]. 1/2"
X Link 2026-01-29T12:55Z [---] followers, [---] engagements

"And what was needed for short term investors is to reduce that geo risk. But they didnt do it. The risk profile is still too high in some way. I am not sure what should I do with the shares in my family portfolio. But thinking about selling. Upside getting limited"
X Link 2026-01-29T12:55Z [---] followers, [---] engagements

"@Mark_IKN @GrtMarc No. The music hasnt stopped when you have a lot of companies trading at [---] times OCF or so with very interesting growth projects. For me hasnt stopped a clear buy"
X Link 2026-01-30T12:19Z [---] followers, [--] engagements

"@recouso Gold is king and btc is the queen"
X Link 2026-01-30T14:09Z [---] followers, [---] engagements

"$SVM is buying out $CLA.AX That is my prediction. Matter of time until they make a 100% premium offer to celsius resources and everybody accept it because is a x2 in matter of [--] day. There are reasons you can read between the lines of their announcements to see they are selling"
X Link 2026-01-30T20:15Z [---] followers, [---] engagements

"@bomboriver @recouso I dont think so. Gold is not that. Is a collateral. I bought too much of gold miners when it was at 1800$ per ounce. If you want just economic profit gold is better than bitcoin in monetary uncertain periods. Is very clear. If you value the privacy/intangibles of btc buy btc"
X Link 2026-01-30T20:43Z [---] followers, [--] engagements

"@bomboriver @recouso I bought also silver when it was at 25$ per ounce and tungsten when it was at 600$ now at 1400$. I am just looking for pure profit and increasing my patrimony. I have increased 17x in [--] year while bitcoin was totally flat. Is not a white/black selection is grey"
X Link 2026-01-30T20:44Z [---] followers, [--] engagements

"Is "ironic" how $cla.ax is saying all the time that they want to develop this project into production but in Jan [--] of [----] they appoint as consultant Bardin Davis for supposed funding. He sold as CEO of Peak Rare Earths the company for 400% premium [--] months ago. 1/2"
X Link 2026-01-30T22:19Z [---] followers, [----] engagements

"@seethetrees1 @goldseek [----] production adding El Domo Kyrgistan and potential Condor plus China More than decent mine life in their mines This looks great. Also add the cash they have to potentially acquire some mines such as Celsius Resources and the investment in New Pacific. 28% of it"
X Link 2026-02-01T20:30Z [---] followers, [--] engagements

"@GP_stonks Developers I like a lot Celsius Resources but Im biased as i am heavily invested on it. But is very cheap also is copper mainly. and some gold"
X Link 2026-02-01T21:22Z [---] followers, [--] engagements

"@recouso Congratulations Alex at this speed is a 12x in volume in YoY wow And this is the beginning world is shifting"
X Link 2026-02-01T21:53Z [---] followers, [---] engagements

"Guys we need profitable prices in commodities. If companies dont have profits no country is willing to have mines for [--] tax income. If no supply no electrification is possible. And electrification in all areas is a must. Is way cheaper than fossil fuels if done correctly"
X Link 2026-02-02T07:48Z [---] followers, [---] engagements

"@Spec_punter Could be true. Imo is a different thesis. Cla thesis is event driver i am looking for them to sell the project totally. They are pretty interestings things in their recents releases that make me imagine that. Or if not probably somebody is buying out this free float too high"
X Link 2026-02-02T08:12Z [---] followers, [--] engagements

"Copper is behaving way better than silver. It seems to be a possible rotation I believe silver is in some way a bit overhot due to its monetary value as gold. But that also can be taken from copper and it has run less. Btw: I didnt sell my silver plays"
X Link 2026-02-02T09:42Z [---] followers, [---] engagements

"@jddonovan_ Yes good point. I am bullish on copper. If we want the electrification to accelerate we need a lot more copper mines in the future. And the price does not incentives it yet we need higher prices of gold for it imho"
X Link 2026-02-02T10:12Z [---] followers, [---] engagements

"@overjumped_ Also everybody said that $WRN was a shitco and I bought it at a good timing in July at [---] usd and now is at [---] usd"
X Link 2026-02-03T22:53Z [---] followers, [---] engagements

"@Mark_IKN Yes true. I expected the higher initial capex due to the changes in taxes in Ecuador. But the delay is heavy"
X Link 2026-02-05T12:18Z [---] followers, [---] engagements

"@FredKosters Oh shit. Didnt know that. Lets reduce FCF by 10%. Is carried interest the 10% or non carried So around [---] mill or so"
X Link 2026-02-06T10:59Z [---] followers, [---] engagements

"If the catalyser is confirmed and the stock hasnt run yet. The cash flow yield of [--] and 27-200% and 400% at today mark. cap. I am not going to say yet the name as the highly probably catalyser has to be confirmed and the market cap equal. I give 80% chance to get confirmed. 2/3"
X Link 2026-02-06T20:17Z [---] followers, [---] engagements

"@leggegg12 Yeah"
X Link 2026-02-07T19:43Z [---] followers, [--] engagements

"@Vincentschulich If it wouldnt be because they have been trying to ramp up the mine without success in the last [--] years it would be really cheap. But there is no MI 43-101. Difficult to say. They are having problems. Too much operational risk for me/uncertainty"
X Link 2026-02-07T19:44Z [---] followers, [--] engagements

"I am not a technical analyst guy but the graph of $WRLG looks very nice. If gold respect this could go to last [--] month highs"
X Link 2025-11-12T15:05Z [---] followers, [---] engagements

"@WestRedLakeGold A lot of people talk about how difficult is to mine Madsen Mine from $WRLG Specially they refer to the Austin Deposit the previous company that owns the mine went bankrupt trying to mine Austin Deposit. But why 1/n"
X Link 2025-11-17T21:25Z [---] followers, [---] engagements

"As we can see in this picture the mineralization in this deposit is not continued. So thats why $WRLG is constantly drilling targets. If you mine these deposit without doing the enough drilling you are ending mining non-mineralized ore with a very HIGH AISC"
X Link 2025-11-17T21:25Z [---] followers, [---] engagements

"24% increase in ore mined month by month. This looks very good. Investors seems to not read the news. We just need calm and the market will return $WRLG News Release - Nov [--] [----] - West Red Lake Gold Reports Mid-Q4 Madsen Mine Update West Red Lake Gold Mines (TSXV: WRLG) (OTCQB: WRLGF) is pleased to provide a mid-fourth quarter update on ramp-up activities at the Madsen Mine located in the Red Lake Gold District of https://t.co/VvxC91EuIt News Release - Nov [--] [----] - West Red Lake Gold Reports Mid-Q4 Madsen Mine Update West Red Lake Gold Mines (TSXV: WRLG) (OTCQB: WRLGF) is pleased to"
X Link 2025-11-18T20:49Z [---] followers, [---] engagements

"$SVM [--] $ per ounce paid Incredible acquisition imo I dont know the geopolitic risk there. But numbers are very very attractive Silvercorp Metals Acquires 70% Interest in the Tulkubash/Kyzyltash Gold Projects Kyrgyzstan $SVM.TO https://t.co/vgkL30dpZt Silvercorp Metals Acquires 70% Interest in the Tulkubash/Kyzyltash Gold Projects Kyrgyzstan $SVM.TO https://t.co/vgkL30dpZt"
X Link 2026-01-20T14:07Z [---] followers, [---] engagements

"@StefanPiruk @Milinkoeterno @JasonPhill40479 @edissuper @bowden29luke Thanks for your insights it makes sense what you are referring potential is massive if they make a good deal"
X Link 2026-01-14T22:19Z [---] followers, [---] engagements

"@Spec_punter And from $CLA take a look into their secondaries projects also please. They are pretty interesting for taking them "for free" appart from MCB project"
X Link 2026-02-02T08:05Z [---] followers, [---] engagements

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