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@TRAVmoneyofmine "@YellowLabLife $FM.TO undoubtedly my favourite copper miner and have achieved the impossible XX times over. But even with their risk appetite I don't think even they would plow the capital into Reko La Granja is higher in the pecking order than we all think"
X Link @TRAVmoneyofmine 2025-10-03T16:40Z 7967 followers, XXX engagements

"We don't own enough oil"
X Link @TRAVmoneyofmine 2025-10-05T05:53Z 7967 followers, 20.1K engagements

"Here we fucking go $LYC $LYC.ax"
X Link @TRAVmoneyofmine 2024-04-16T09:35Z 7957 followers, 14.4K engagements

"$NST.ax MD Stuart Tonkin and $CMM.ax MD Mark Clark amongst new shareholders of Diggers and Dealers 🤨"
X Link @TRAVmoneyofmine 2024-07-15T13:01Z 7952 followers, 1814 engagements

"In a normal market Shandong's XX% stake in Focus $FML.ax was a liability. "China control" = doomed to trade at a discount. Plus $175m debt from the parent had built up and no near-term resolution in sight. In a bull market the non-core project gets sold for $250m leaving $FML $75m net cash and ramping up production from Coolgardie. And that XX% Shandong stake that was a burden now amplifies the upside move thanks to very low float. +1360% in XX months. +790% in just the last X months. No analyst covers them. None has in the last 8yrs. I even think I had called the company "uninvestible""
X Link @TRAVmoneyofmine 2025-10-07T02:57Z 7948 followers, 6733 engagements

"@Pete__Panda #1 meme is squeeze the camera dimensions so you look slimmer"
X Link @TRAVmoneyofmine 2025-10-10T12:35Z 7957 followers, XXX engagements

"Is this April 1st or did Deterra actually do a deal $DRR.ax"
X Link @TRAVmoneyofmine 2024-06-13T07:40Z 7966 followers, 8650 engagements

"@Bwallace_esq CMRG will argue that all majors have a Port trading presence on the ground in China. but CMRG will slowly chip away amongst market participants (Vale Rio FMG. back to BHP rinse and repeat) on RMB % product discounting andother terms"
X Link @TRAVmoneyofmine 2025-10-15T11:44Z 7965 followers, XXX engagements

"@TwinTurboCe1ica @alisterberkeley we tethered to each other"
X Link @TRAVmoneyofmine 2025-10-16T09:34Z 7967 followers, XXX engagements

"GL $KLL holders. $200m+ debt in the cap structure. I'd consider this one a zero in personal books"
X Link @TRAVmoneyofmine 2023-06-14T00:16Z 7967 followers, 1519 engagements

"We all have lots of fun laughing at the valuation of $CBA.ax but when's the last time anyone did the arithmetic on $WTC.ax $30B BloatCo but where's the actual cash flow from this thing"
X Link @TRAVmoneyofmine 2025-04-23T23:05Z 7970 followers, 13.6K engagements

"Capital Group the $X billion seller of $FMG.ax stock today has been rotating from iron ore to copper substantially over the last XX months 🔻Selling: Vale Fortescue Barrick 🔺Buying: Freeport Grupo Mexico First Quantum Antofagasta Newmont"
X Link @TRAVmoneyofmine 2024-07-30T03:07Z 7969 followers, 18K engagements

"@elonmusk @deves_katherine Coal is ancient solar power compressed over millions of years. A natural wonder that affords reliable energy when the sun goes down"
X Link @TRAVmoneyofmine 2025-07-25T00:26Z 7969 followers, 19.4K engagements

"Tony O: "You gonna change your rating on us Lyndon" Lyndon Fagan: . $LTR $LTR.ax"
X Link @TRAVmoneyofmine 2025-07-29T11:15Z 7971 followers, 3499 engagements

"baller half page statement from Keevil $TECK"
X Link @TRAVmoneyofmine 2025-09-09T13:09Z 7969 followers, 5240 engagements

"Tether added XX tonnes of gold to its balance sheet in H1 2025 - XX tonnes in Q2 alone. Thats about what Chinas central bank bought over the same period. Wait for Q3 figures"
X Link @TRAVmoneyofmine 2025-10-05T09:22Z 7969 followers, 40.4K engagements

"The Iron-Dollar Crack: BHP's Quiet Surrender to the Yuan Late Friday afternoon while markets were closing and Canberra was clocking off BHP agreed to something that may define the decade. From the fourth quarter of 2025 the worlds biggest miner will settle XX per cent of its spot iron ore sales to China in RMB instead of US dollars. No ASX release. No press conference. Just a short industry wire then silence. Fifteen years ago BHP CEO Marius Kloppers rewired the iron ore trade by killing the annual benchmark and launching spot index pricing. That move shifted power toward the miners and"
X Link @TRAVmoneyofmine 2025-10-13T13:26Z 7967 followers, 88K engagements

"A decade without a single down month is absolutely insane"
X Link @TRAVmoneyofmine 2025-10-16T13:36Z 7967 followers, 82K engagements