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@latinmines
"Sultan has to be in the running for best free investment blog Good stuff as always"
@latinmines on X 2025-07-20 19:06:39 UTC 2384 followers, 2314 engagements
"Up XX% YTD but as I exit positions I'm 25%+ and growing cash. Need to find new ideas in new areas that have better risk reward" @latinmines on X 2025-07-11 21:06:09 UTC 2381 followers, 2868 engagements
"$LAAC is interesting here. Enterprise Value $769m XX% of Olaroz-Cauchari capex = $479m Arena & Millenial acquisitions (Pastos Grandes & Sal de Puna) = $617m Replacement value" @latinmines on X 2024-06-14 19:09:19 UTC 2384 followers, 2184 engagements
"$CMMC got taken out today for a nice win in my portfolio. I love single asset producers. Here's why. 1/" @latinmines on X 2023-04-13 19:05:47 UTC 2379 followers, XX engagements
"Centerra XXX% stake in Midland & Kenorland. Guess they like the prospect generator model and Canada" @latinmines on X 2025-07-22 21:25:19 UTC 2383 followers, XXX engagements
"Erdene $ERD.V first pour September into strong gold price environment. Potential catalysts: * Production re-rate. * Study has X year mine life with year X being ramp up and year X being ramp down so X years of steady state. Opportunity to expand resource and double mine life to a real XX years. Lots of good hits adjacent to study pits. Potential for additional pits and/or underground. * Mongolia gov may tender property between mine and their nearby claim hard for anyone else to compete on that standalone but would really add to their mine. * Should have quick paydown of debt and $10m annual" @latinmines on X 2025-07-21 22:08:38 UTC 2384 followers, XXX engagements
"@TheWealthMiner One data point is an anomaly two data points is a trend. Three data points Looks like they also took XXX% of Azimut in April another Canadian project generator" @latinmines on X 2025-07-22 21:33:53 UTC 2383 followers, XXX engagements