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@respeculator Avatar @respeculator Respeculator

Respeculator posts on X about $glenl, $minax, $4bn, $teck 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% exchanges XXXX% travel destinations XXXX%

Social topic influence $glenl #29, $minax 5.95%, $4bn #5, $teck 4.76%, $3bn #5, $bhp 4.76%, $aall 4.76%, if you 4.76%, business 4.76%, $200bn #2

Top accounts mentioned or mentioned by @smoothinvesting @phipho @mooninvestr @scottnorth64736 @jonnycapitalist @travmoneyofmine @edark94 @sniffrocks @plumfeeler @toiletkingcap @og_tinbaron @tinformer_news @realhagetaka @shitvaluefund @daando37 @buythed37563009 @harmonygoldnews @theroyaltyking @smallcapsasx @tomwoolrych

Top assets mentioned Teck Resources Limited (TECK) BHP Group Limited (BHP) Realio Network (RIO) Harmony Gold Mining Company Limited (HMY) VALE S.A. (VALE) Warrior Met Coal, Inc. (HCC) Newmont Corporation (NEM)

Top Social Posts

Top posts by engagements in the last XX hours

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

"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

"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

"One last long/short pair for the week. why is $TECK trading same price as $ANTO.L when it has a $3bn pa met coal/zinc division Makes no sense.🤷♂"
X Link 2023-03-24T09:50Z 19.3K followers, 33.9K engagements

"The other way to think about this is $HCC is spending US$1bn and 3years to build Blue Creek. This is the same outlay $WHC.AX has made to acquire 11mtpa. Yeah the WHC Met Assets may not generate much in the next 3yrs. as deferred/contingent gets paid out of cash flows. but that is the same for Blue Creek as the build sucks the cash flows. At the end of 3yrs WHC has 11mtpa and HCC 4mtpa (lets leave margins on those tons be)"
X Link 2024-08-22T05:50Z 19.3K followers, 14.4K 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

"Not sure Newmont would be interested (I get they are familiar with PNG given Lihir). Harmony $HMY might be a smokey tho given recent moves. Interesting point on tax losses to offset a sale. also some franking credits to help with tax effectiveness of a distribution $SBM.AX"
X Link 2025-10-08T01:21Z 19.3K followers, 6048 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, 7494 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

"$MIN.AX is the most highly levered lithium play imo yet in some sense it is the least levered as zero of the stock price accounts for the lithium business imo 🧐🧐🧐🧐"
X Link 2025-10-26T08:31Z 19.3K followers, 9321 engagements

"$MIN.AX @onslowshipping"
X Link 2025-10-26T23:00Z 19.3K followers, 20.7K engagements

"Hellava ramp up the past X quarters. $MIN.AX"
X Link 2025-10-29T22:42Z 19.3K followers, 6415 engagements

"#WA1 raised A$100m @ $17/sh (now $15/sh)"
X Link 2025-11-05T03:29Z 19.3K followers, 3945 engagements

"HE CANT KEEP GETTING AWAY WITH THIS @OneMoreif $MIN.AX"
X Link 2025-11-07T05:07Z 19.3K followers, 6636 engagements

"MSIP $200m payment secured POSCO $1.2bn payment secured. Onslow nameplate+ secured. I'm honestly shocked anyone is left shorting $MIN.AX on balance sheet concerns (or "governance"). they're getting their nuts squeezed proper"
X Link 2025-11-12T05:33Z 19.3K followers, 6376 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

"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

"The Chinese got into international mining not all that long ago - Zijin (recent IPO) MMG CMOC jiangxi et al. Never really saw much from the Indians yet. but like China their population are hungry for raw materials. Vedanta doing a few copper things in Zambia and Adani JFE Coal India et al been doing some coal things They seem to be floating around SE Asian mineral projects tho 🤔 🧐🧐"
X Link 2025-11-25T07:53Z 19.3K followers, 5678 engagements

"Resource stocks seem to get valued at multiples representing the sexiness of the commodity they are involved in. #Coal stocks. 3x EBITDA (see YAL WHC et al) #Iron ore. 5x (see FMG VALE et al) #Copper. 8x (see SFR CSC et al) #Rare Erfs Critical Minerals or #lithium . 15-20x (See Lynas MP Pilbara et al) So if $EQR.AX #tungsten project starts generating A$150m pa from 2Q26 (US$80k/t ASP US$30k/t margin; 3000t; 65c FX). and you gave it that rare erf multiple. then what is the share price 🤔🤔🤔"
X Link 2025-11-26T05:44Z 19.3K followers, 16.8K engagements

"All these majors looking damn fine. 👀"
X Link 2025-12-06T04:45Z 19.3K followers, 7427 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

"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, 6569 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

"@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

"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

"Rough math $YAL.AX. 40mtpa @ A$50/t EBITDA margin. A$2bn EBITDA. Capex A$600m tax A$400m. FCF A$1bn or XXXX% yield on the A$7.5bn MCAP today. It then has A$2bn cash to plough into degenerate M&A in what is a pretty beat up coal cycle so prob not going to do too much damage. 🤷♂🤷♂"
X Link 2025-08-20T04:01Z 19.3K followers, 7896 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

"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

"@TinFormer_News @PraiseKek @plumfeeler @toiletkingcap The US is going to hand out money to a company whose major shareholders are CITIC and Zijin 🤔🤔"
X Link 2025-11-07T20:27Z 19.3K followers, XXX engagements

"$WHC.AX on the below. 🤔🤔"
X Link 2025-11-09T06:57Z 19.3K followers, 10.2K 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

"$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

"$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, 6193 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

"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, 5551 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

"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

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

"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

"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