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@Valarian11 "Orezone Gold $ORE.TO I think Galiano Gold $GAU is slightly cheaper going forward (I have more profit on Orezone currently) but I like growing gold producers that will double production into 2027. Forward 2026-2027 PE's of X are the easiest multibaggers you'll ever make"
X Link @Valarian11 2025-08-14T11:51Z 4032 followers, 1191 engagements

"@MediocreCapital @BidBird10 @rekurencja Yes that market cap looks extremely low for the 278M lbs V2O5 they're holding. I suppose when they have to liquidate the vanadium that the proceeds are held by LPV and Largo is XXX% shareholder. Largo used a $X million loan against their LPV stake (1826M lbs V2O5)"
X Link @Valarian11 2025-09-18T21:35Z 4024 followers, XXX engagements

"@jupiters_string This could be worth $10B+ npv in a potash bull market. They will go from 24million tonnes a year to X million tonnes. If i recall correctly the global potash market is about XX million tonnes per year. Brazil needs this project can't wait 100+ days on fertilizer in this world"
X Link @Valarian11 2025-10-15T09:43Z 4032 followers, XXX engagements

"@JDB_trading Sommige olieaandelen zijn spotgoedkoop. Petrotal Pantheon resources Sasol etc"
X Link @Valarian11 2025-10-14T13:25Z 4032 followers, XXX engagements

"@DVSignals Their main problem was short term liquidity they're not short of inventory to sell. Which is around 50m V2O5 inventory if I add the LPV stack and distract the loan of $6m. X non core tungsten assets as backup. Hard times make great returns in commodities. I bought the open"
X Link @Valarian11 2025-10-15T17:41Z 4032 followers, XXX engagements

"$LGD.v Liberty gold. Wake up gold is up. Insiders have been buying small but this one is one of the cheapest developers out there still. It's a $1785B NPV5% for Black Pine at $3000/oz and I've calculated $784m NPV5% for Goldstrike at $3300/oz. Market cap $111m"
X Link @Valarian11 2025-07-21T19:48Z 4027 followers, 8751 engagements

"@rekurencja They're all selling. South32 has agreed to sell roughly $XXXX million of stock in Trilogy Metals to the Defense Department as part of a deal for the U.S. to take a XX% stake in the Canadian mineral-exploration company. Will be on watchlist now for me"
X Link @Valarian11 2025-10-12T13:41Z 4032 followers, XXX engagements

"Bolivian elections are coming this weekend Reminder about Rui Fengs endeavours in Bolivia below 👇 $SVM $NEWP $TINFF"
X Link @Valarian11 2025-10-14T16:16Z 4032 followers, 4671 engagements

"Sold all my $TMQ at $725"
X Link @Valarian11 2025-10-07T18:46Z 4032 followers, 2759 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"
X Link @Valarian11 2025-09-06T13:33Z 4032 followers, 3256 engagements

"The largest investment bank (Banco BTG Pactual) in Latin America and located in Brazil has added 47000 shares of Largo $LGO as a new position. You can say this is peanuts but what do they know🤔"
X Link @Valarian11 2025-08-26T12:30Z 4017 followers, 2922 engagements

"Sit tight with your cannabis stocks $CRON $OGI $SNDL"
X Link @Valarian11 2025-09-18T14:19Z 4032 followers, 3316 engagements

"So this must be the first $360m out of $X billion from Orion & DFC in function of the US gov"
X Link @Valarian11 2025-10-13T23:00Z 4032 followers, XXX engagements

"@toiletkingcap @mattkiu @marketsgonewild Maybe. Largo was negotiating for the tariffs with the US gov so they're probably aware of the situation in vanadium. No one is filling in the gap that Bushveld left behind. Largo can fill both this gap and build them a strategic reserve with inventory at a floor price"
X Link @Valarian11 2025-10-12T13:17Z 4020 followers, XXX engagements

"@DeetsStocks @mattkiu @marketsgonewild I'm letting ride what i have until the balance sheet is under control and vanadium picks up more than this"
X Link @Valarian11 2025-10-13T13:01Z 4033 followers, XX engagements

"@BidBird10 @rekurencja Don't forget that Largo got $XXX million from the DoE in september 2021 for Largo Clean Energy. Ofcourse chances for direct funding are lower than $TMQ because Largo is only partly US based but it remains very critical for US vanadium"
X Link @Valarian11 2025-10-07T06:02Z 4023 followers, XXX engagements