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@respeculator Avatar @respeculator Respeculator

Respeculator posts on X about $glenl, if you, $aall, business the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXX% countries XXXX% travel destinations XXXX% exchanges XXXX%

Social topic influence $glenl #16, if you 6.58%, $aall #4, business 5.26%, $3bn #6, $4bn #2, $bhp #14, $teck #14, built in #1085, $200bn #2

Top accounts mentioned or mentioned by @edark94 @og_tinbaron @smoothinvesting @plumfeeler @toiletkingcap @sniffrocks @twinturboce1ica @immayieldguy @shitvaluefund @buythed37563009 @mooninvestr @onslowshipping @onemoreif @tinformernews @praisekek @australian @ogtinbaron @hesperianmetals @theroyaltyking @tomwoolrych

Top assets mentioned BHP Group Limited (BHP) Teck Resources Limited (TECK) Realio Network (RIO) VALE S.A. (VALE) Newmont Corporation (NEM) Lithium Americas Corp. Common Shares (LAC)

Top Social Posts

Top posts by engagements in the last XX hours

"How is a company that makes $1.8bn annualised worth A$3.6bn EV Coal. Im buying the shit out of this $NHC.AX"
X Link 2023-05-21T23:33Z 19.3K followers, 23.4K engagements

"$BSL.AX were never going to acquire a coal mine fun and games to lock in security of supply. #S32"
X Link 2024-05-27T23:00Z 19.3K followers, 4559 engagements

"Hermosa was purchased for US$1.6bn (100% basis) in 2018 dollars. spent X years and US$1.7bn on capital. and should print probably US$700m pa for 25-40yrs. One could probably argue its worth the US$8bn EV of #S32 alone"
X Link 2025-10-23T05:31Z 19.3K followers, 12K engagements

"Full send $1208.HK"
X Link 2025-10-24T09:48Z 19.3K followers, 12.1K engagements

"One good mine can carry many lemons. $1208.HK"
X Link 2025-10-26T07:30Z 19.3K followers, 7885 engagements

"$PLS.AX and $LTR.AX are up 3x in 5mths 🤔 🤔 🤔 #lithium"
X Link 2025-10-26T08:18Z 19.3K followers, 13.5K engagements

"@OG_TINBARON @Edark94 @HesperianMetals Thought about doing this too. but every damn day the tungsten price goes up tho. so you may get caught chasing. Whether theres a raise or not (Im with you on that) I think this is printing come 2Q26. and should it be the stock is much higher from here. raise or not"
X Link 2025-11-26T15:59Z 19.3K followers, XXX engagements

"Lotta talk about rare earths and critical minerals supply chain security in the West but can anyone tell me when the last #Aluminium smelter was built in the West"
X Link 2025-12-01T04:28Z 19.3K followers, 17K engagements

"$PDI.AX just got an offer the other day for A$2.1bn + A$0.9bn capex for a production profile of 175kozpa attrib (250kozpa x XX% ownership). which I commented on at the time. This is 200kozpa attrib A$400m capex and a far quicker timeframe to production. Okay the orebody aint the same quality and theres some complexity in the metallurgy. but its a brownfield expansion with a lot of elements derisked. its 2.4g/t at 3:1 strip and as far as Im concerned PNG Guinea. Im not saying itll get a A$2bn+ bid but with A$800m pa margins on offer and comping vs other transactions Id be disappointed if below"
X Link 2025-12-10T00:03Z 19.3K followers, XXX engagements

"NEWC is $150/t Dumb math says $GLEN.L is doing 100mtpa @ $60/t margin here on their thermal coal business ($6bn) 35mtpa @ $85/t margin on the met coal business ($3bn) X% margins on $200bn of trade in their marketing division ($4bn) And $7bn in metals (call it $2.3/lb margin on 3bn lb CuEq) Total: US$20bn MCAP: US$65bn 🤔"
X Link 2024-10-16T10:02Z 19.3K followers, 23.9K engagements

"I think its probably fair to say the average AISC for gold miners has shifted from $1000/oz to $1600/oz over the past 5yrs ( $NEM below). Its also probably fair to say the average AISC for copper miners has shifted from $2/lb to $3/lb over same period ( $FM.TO below) If copper starts trading like gold (ie at 2x the average AISC). look out 👀"
X Link 2025-04-23T21:46Z 19.3K followers, 10.5K engagements

"Theres a good chance that Northern Star which is A$30bn post DEG merge made less cash this quarter with gold at all time highs than Yancoal when coal is reaching X year lows. $NST.AX $YAL.AX. we are all parked in the recession camp roofs gold camp but if energy doesnt go to zero theres many a bargain all round 🤔🤔"
X Link 2025-04-29T08:03Z 19.3K followers, 23K engagements

"Play for the meme energy was the correct play. wish I didnt sell so much. tech energy has arrived in the metals space 😳😳😳😳😳 $TMQ"
X Link 2025-10-14T19:17Z 19.3K followers, 11.5K engagements

"@SpecificRisk @austinmitchyblu @SamsonLi7 @Edark94 Pivot hard and pivot early"
X Link 2025-10-19T03:29Z 19.3K followers, XXX engagements

"Still like the below as a place to hide while the froth comes out of the spec end #aluminium just hit 52wk highs #S32 $GLEN.L"
X Link 2025-10-22T08:29Z 19.3K followers, 10.7K engagements

"$GLEN.L Be making $6k/t on a $11k/t copper px ($4bn) Marketing at XXX% margin on $200bn of trade is $3.4bn And lets not forget kazzinc which whilst does 200kt Zn ($500m) does 600koz Au ($2.4bn).maybe printing $2.6bn+ today. Total: $10bn. MCAP $55bn oh and they have 120mtpa of beautiful clean coal"
X Link 2025-10-27T06:06Z 19.3K followers, 48.7K engagements

"Full send $GLEN.L 🚀"
X Link 2025-10-29T08:27Z 19.3K followers, 36.7K engagements

"The "froth" has likely come out of the "critical minerals" and to an extent precious metals space since the below. the major miners $BHP $RIO $AAL.L $GLEN.L $VALE #S32 all look pretty good tho. grinding higher"
X Link 2025-11-12T03:23Z 19.3K followers, 15K engagements

"I may have actually top ticked this with the full send call 😅😅😅. down X% since given market volatility. If there's one miner that thrives with market volatility it is these guys tho. so plz go back up now 🤞🤞 $GLEN.L"
X Link 2025-11-24T08:50Z 19.3K followers, 8046 engagements

"The Kazzinc #gold Assets have a M&I resource of 63mt @ 2.2g/t for 4.5Moz. And Kazzinc as a whole produces 0.6Mozpa. (and probably the gold price is the margin given the co-products pay the bills). Id be disappointed if this didnt trade at US$10bn+ (100% basis). $GLEN.L"
X Link 2025-12-01T04:55Z 19.3K followers, 5558 engagements

"All these majors looking damn fine. 👀"
X Link 2025-12-06T04:45Z 19.3K followers, 7452 engagements

"We aint distressed but the market does not trust current mgmt to execute on the expansion . and funds are required to enable the growth (ie they need to tap the market in some form). Think at spot NPV is A$3bn+ so yeah selling at 0.35x NPV aint great and leaving some money on the table. lets see Im hopeful itll be higher but realistic that there has to be decent value left for the buyer after factoring in acquisition cost. Ideally they would have found a buyer for Atlantic and financed/ executed Simberi but they ran that process and came up empty/short"
X Link 2025-12-10T01:50Z 19.3K followers, XXX engagements

"$KAR.AX at 9MMboe vs $BPT.AX at 20MMboe+. A$1.3bn vs A$3.3bn. one XXX% Aussie with fully franked dividends vs the other Brazil/US with a buyback. BOTH with short duration Assets. I dunno. i think BPT solve their growth sooner than KAR and if KAR "growth" involves buying a FPSO may god help you all"
X Link 2025-02-06T07:08Z 19.3K followers, 6194 engagements

"Couple comments on $STO.AX potential FIRB issues with deal announced today with Abu Dhabi group. A lot of Santos value is in their PNG & Alaskan Assets - so of no national significance for Australia. GLNG other owners are Petronas (27.5%) Total (27.5%) & KOGAS (15%) - none of them are Aussie domiciled so hard to say this Asset is of national significance. Then you have remaining key Aussie domiciled projects in Barossa & Narrabri. Barossa in the courts for years fighting some native title BS about a rainbow serpent and a crocodile man. didnt see Fed govt step in the cut red tape so is of"
X Link 2025-06-16T08:35Z 19.3K followers, 13.5K engagements

"So kind of thinking here that maybe FIRB at worst request $STO.AX carve out the WA dom gas business (worth zero in the scheme of things and likely goes to BPT) and perhaps carve out Narrabri. same as the above. BPT throws up a couple hundred mill for those Assets and the A$30bn deal still closes. trading XX% discount to deal price prob excessive Or am I missing something"
X Link 2025-06-16T09:12Z 19.3K followers, 7991 engagements

"Updating the below with $TECK new guide and #zinc output from two of the biggest mines at Red Dog & Antamina is dropping from 1mtpa to 0.5mtpa. of an 8mtpa ex China market. probably nuffin"
X Link 2025-10-09T04:21Z 19.3K followers, 7496 engagements

"Cannington goes and #S32 has to become the "America's base metals champion" given $TECK has left. with Ambler Hermosa Sierra Gorda and their various early stage base metal investments (Aldebaran American Eagle Sable). Zero reason to be listed on #asx given no earnings/franking credits from Aus. Sell Cannington Spin Aluminium (& Manganese) out list on NYSE. send it 🚀"
X Link 2025-10-09T06:40Z 19.3K followers, 11.9K engagements

"What is the bull case for $KAR.AX given the decline rates in Brazil Seems like a massively overpriced 🍋 to me"
X Link 2025-10-19T05:35Z 19.3K followers, 6575 engagements

"Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense X% CuEq but maaaybe this thing has a chance. Is in the Adelaide Hills so drive in workforce (dont need to fly feed & pay site/away from home wages) is maybe 30-40km to port has grid power (they are saying 14c/kWh AUD). The Met seems okay (94% recovery XXX micron grind). None of this probably overcomes the grade in UG mining situation even accounting for good ground"
X Link 2025-10-27T04:11Z 19.3K followers, 11.4K engagements

"The last generation of copper mines (ex QB2 Kamoa Quellaveco Cobre Panama). were built in the early 2010's when copper was $4.50/lb then (dont make me inflation adjust that). The oxide cap of these things are almost done. $ANTO.L Centinela mine for example will lose 100ktpa of Cu production as the oxides deplete. and they will need to spend US$4bn in capex to ensure the sulphides can maintain the existing production rate. more crushing more grinding means more power and fresh water. things that are scarce in a desert at 4000m altitude. sure they capture the byproducts like gold and moly which"
X Link 2025-11-16T04:09Z 19.3K followers, 25.7K engagements

"Who'd have thought intermittent energy like that from rEnEwAbLeS would be unreliable. 🤡🤡 $LYC.AX"
X Link 2025-11-24T22:42Z 19.3K followers, 15.3K engagements

"@SniffRocks Well it's not a payment as I said. no cash changes hands. they "pay" for their XX% out of future cash flows"
X Link 2025-12-11T02:19Z 19.3K followers, XXX engagements

"$YAL.AX dividend. I kind of think the over/under is 50cps Im on the OVER with @plumfeeler LFG 🚀"
X Link 2025-02-20T04:30Z 19.3K followers, 11.6K engagements

"Any "froth" in the metals & mining space seems to be isolated to select "critical minerals" plays or to an extent precious metals. Major miners like $BHP $RIO $AAL.L $GLEN.L all trading below their 5yr highs. Hell - if you believe the below $GLEN.L maybe trading at 3.5x EBITDA or completely underwritten by its #copper & marketing divisions"
X Link 2025-10-04T22:04Z 19.3K followers, 32.3K engagements

"Theres a definite arbitrage being created where either the market starts pricing Assets per peers/cash flow or some of these companies need to spin out or sell the non market friendly assets and get the multiple rerate. $TECK and $AAL.L both chasing the $FCX or $ANTO.L multiple. dont think theyll be the last if the mispricing continues"
X Link 2025-10-06T02:15Z 19.3K followers, XXX engagements

"This is a YUGE downgrade in QB2. first pick 2025 new vs old. second is new 5yr guide and third is prior 5yr guide $TECK"
X Link 2025-10-08T06:54Z 19.3K followers, 48.4K engagements

"#WA1 raised A$100m @ $17/sh (now $15/sh)"
X Link 2025-11-05T03:29Z 19.3K followers, 3956 engagements

"Harmony Gold $HMY has a 400kozpa #gold equivalent production gap to fill from 2028 to late 2030's. 🤔🤔"
X Link 2025-11-09T19:53Z 19.3K followers, 11.7K engagements

"Since the last bid 18mths ago Anglo $AAL.L has - sold/demerged the PGM business at the bottom of the PGM market - had an ignition event at their flagship met coal operation which caused a sale/exit to fall over (MAC) - incurred large write downs on their diamond business with still no line of sight to an exit there - done nothing to materially repair their balance sheet outside attempt a merger with $TECK at somewhat questionable terms 🤔🤔🤔"
X Link 2025-11-23T20:01Z 19.3K followers, 10.9K engagements

"I know Im stating the obvious here. But if you want secure supply chains in energy intensive critical materials (like aluminium or rare earths for that matter) you need to first secure your energy grid/infrastructure. The West has offshored the dirty energy intensive piece of the supply chain of pretty much every material to feel good/green. You cant reverse it in a short timeframe without fixing the energy situation. But many seem unwilling to build more baseload. 🤡"
X Link 2025-12-02T04:12Z 19.3K followers, 20.5K engagements

"#S32 Cannington basically makes the silver price as their margin (x 10Mozpa). so US$600m here or thereabouts as the zinc and lead pay for Ops. Manganese is back up and running. Aluminium is $2900/t plus premium (+$500/t from last year on 1.1mtpa). so US$3bn EBITDA wouldnt surprise. for a US$9bn EV 🤷"
X Link 2025-12-02T04:28Z 19.3K followers, 10.2K engagements

"I never mentioned Kumul proceeds in my figures. A$130m cash & equiv at year end is A$60m cash at end of Sept A$60m cap raise and the GPR shares. I also expect A$30m of FCF in Dec Qtr (excl capex which will settle out at deal closure). the A$370m from Lingbao is XXX% SBM's. where have I said anything about the Kumul piece"
X Link 2025-12-11T02:44Z 19.3K followers, XXX engagements

"And if you purchased at the start of September or earlier at A$40m valuation (240m SOI @ 17cps). you don't really care if A$110m of equity came in after you at 40cps a couple months later to derisk your investment. All these things are burning matches/shitCo's. that's the game. play it. or complain"
X Link 2025-12-11T05:48Z 19.3K followers, XXX engagements

"@88888sAccount $20bn+ money pit is now not going to return anything as they give away the electricity great return on tax payer investment 🤡"
X Link 2025-12-12T07:23Z 19.3K followers, XXX engagements