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@MasterMetals
"Seems half the money for the XX% is going to South32 $S32 and not $TMQ Sale is at $2.17/share and free warrants Trilogy Metals Announces Strategic Investment by US Federal Government"
X Link @MasterMetals 2025-10-06T21:20Z 4596 followers, 1337 engagements
"On $EQX. Greenstone is the key at this stage. Its been a total miss so far vs. initial expectations. DFS 2020: 400K oz./yr. Pre-production revised: 320-350k oz./yr. Latest (3rd revised) Guidance: 220-260k oz./yr. Actual Q2: 50k oz"
X Link @MasterMetals 2025-10-08T14:12Z 4595 followers, XXX engagements
"Aramco is the latest Saudi firm trying to muscle its way into the metals trading biz after Maaden. Its getting crowded with Energy trading firms Mercuria Vitol & Gunvor also pushing further into Glencore & Trafiguras territory"
X Link @MasterMetals 2025-10-14T17:14Z 4595 followers, XXX engagements
"$ERO looking to finally get its mojo back"
X Link @MasterMetals 2025-07-03T12:00Z 4596 followers, XXX engagements
"I believe its under 3000 oz/mo. until December. Not great but not the end of the world either given the total production. $EQX s more worrying issue is the ramp-up of Greenstoneespecially if the Brazil assets are sold off. Thats 250-270k oz. which although high cost at +$3500 Gold is still $300-400MM in FCF"
X Link @MasterMetals 2025-10-08T13:30Z 4595 followers, XXX engagements
"$FSM $FVI.TO Diamba Sud PEA: At $2750 Gold: After-tax NPV 5%: $XXX million IRR: XX% Payback: XX months Production: 147000 oz/yr first X years@ AISC of $904/oz. Capex: $283.2MM"
X Link @MasterMetals 2025-10-15T12:58Z 4595 followers, XXX engagements