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@mineralstocks
"Bought back into $UUUU on the news also I like $ASM.AX here"
X Link @mineralstocks 2025-10-20T18:50Z 4748 followers, 2999 engagements
"#SPUT 2Mlbs this month (1Mlbs in cash to buy) + $YCA 1.3Mlbs + $CCJ production cut of 6-7Mlbs in 2025 = approx. 10Mlbs #uranium gone This is rapidly spinning out of control here"
X Link @mineralstocks 2025-09-24T08:14Z 4746 followers, 5654 engagements
"Vitals $VML.AX absolute grade is modest (1.3% TREO vs XX% for majors). But its NdPr distribution is excellent (25%) even better than Lynas (2023%) and MP (1517%). Stock sits at U$21M marketcap in Canada MP at $6B"
X Link @mineralstocks 2025-09-26T11:17Z 4747 followers, 2257 engagements
"Started a relatively large position in Exxon $XOM to rotate some of my recent profit taking in PMs and REEs into oil. Time to give the carbon trade some love. Positioning is extremely bearish it's the contrarian thing to do"
X Link @mineralstocks 2025-10-22T19:09Z 4748 followers, 2536 engagements