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@ColdmanSax "US govt is likely to keep supporting $IPX. No current production of titanium in the US. US + Europe + most Asia are dependent on one producer in Japan. Titanium is a very obvious focus for DOD DOE etc. $IPX has processing IP but needs resources"
@ColdmanSax on X 2025-07-25 16:40:45 UTC 3402 followers, 1357 engagements

"Other winners from US govt support might include $EAF and $GPH.V for graphite $TLO.TO and $LZM for nickel and $TUNG.CN for tungsten"
@ColdmanSax on X 2025-07-25 16:51:53 UTC 3402 followers, 1307 engagements

"@Dannybo42839613 Im not a fan. Never liked it because of the $BVN clawback and even after buying out $BVN I just still dont like it. Maybe Im biased against mgmt or Peru but its not on my watchlist"
@ColdmanSax on X 2025-07-25 23:16:09 UTC 3402 followers, XXX engagements

"It's probably also time to update your work on nickel developers and miners including $LZM $TMC $PNPN.V (+ copper + Saudi) and $NICU.V"
@ColdmanSax on X 2025-07-25 16:54:33 UTC 3402 followers, 1840 engagements

"Welcome to the new bull market in mining. The $MP deal ignited the sector and there will be others. DOD coming in with 10yr offtake with a price floor nearly double today's price + equity investment + crowding-in of additional top tier equity and offtake investors. WOW"
@ColdmanSax on X 2025-07-25 16:28:19 UTC 3402 followers, 3623 engagements

"The $MP deal makes a lot of sense. Big REE mine actually operating in the US but concentrate had been exported to China for processing before being re-imported. What other deals might be next"
@ColdmanSax on X 2025-07-25 16:29:18 UTC 3401 followers, 1003 engagements

"$TMC and the entire deep-sea mining and nodule processing theme will also likely benefit from continued US govt support. $OMEX has exposure through two private investments. Others with exposure are $RIG and $LMT. More likely to get involved soon"
@ColdmanSax on X 2025-07-25 16:56:44 UTC 3402 followers, 1524 engagements

"It's hard not to be bullish on copper. Prices likely keep melting higher and equities are where to get the best leverage. $LUN.TO $NGEX.TO $FM.TO $IVN.TO $MARI.TO $HCH.V all are worth doing your work on. I may do more specific summary write-ups on these and others"
@ColdmanSax on X 2025-07-25 16:46:59 UTC 3402 followers, 5714 engagements

"Looking at my watchlist I think there are some possible candidates to benefit directly from the $MP deal including $UUUU and $LYC.AX. Maybe also $ARA.TO"
@ColdmanSax on X 2025-07-25 16:30:51 UTC 3401 followers, XXX engagements

"@HankRuehl Theyll be well positioned for their own 10x production scaling program a la $MP"
@ColdmanSax on X 2025-07-25 17:51:18 UTC 3401 followers, XXX engagements

"@RockBtmEntries Ah good catch on $WCU.V. I missed the news so its now off my watchlist"
@ColdmanSax on X 2025-07-25 20:19:53 UTC 3402 followers, XXX engagements

"I think now is the time you actually want to own a basket of US copper miners. The domestic premium may or may not stay but permitting reform + domestic investor interest + US govt support make these assets cheap. $IE $CDB.V maybe $USCU.V $WCU.V. I need to do more work here"
@ColdmanSax on X 2025-07-25 16:49:40 UTC 3402 followers, 4917 engagements

"@ltreecapital @YellowLabLife Ill take a look but rank South Africa amongst the worst jurisdictions"
@ColdmanSax on X 2025-07-25 23:17:32 UTC 3402 followers, XXX engagements

"Lithium will likely also be a focus with similar DOD DOE etc support. $ALB might benefit. $PLL $SLI could also get some positive attention - maybe $LAC $JLL.AX. Now is a good time to do work on lithium. Ex-US I also like $LAR $SGML $PMET.TO. All M&A targets"
@ColdmanSax on X 2025-07-25 16:38:43 UTC 3402 followers, 1943 engagements