[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@METhompson72 "My top #Gold pick is Panthera Resources. $PAT. I bought another 500k this week. Why PAT has a a $1.58bn claim under international arbitration against the Govt of India. This is based on gold at $3000. At current prices I think this rises to $3bn or 2.4bn versus a market cap of 35m. XX to X payoff with a win with full upside exposure to gold. I think chance of success is +70% - which is the usual hurdle to secure litigation finance which they have. Cairn Energy won against India in a similar licence appropriation case. I also like their Mali asset very much - PAT may be cheap just basis that"
X Link @METhompson72 2025-10-08T09:15Z 12.2K followers, 13.4K engagements

"All I can say is China produces +80% of the Worlds #tungsten and this is more important than rare earths as it is unsubstitutable in machining and drilling. Automotive aerospace manufacturing defence: EVERYTHING. Every time you drill a hole or cut metal tungsten is there. China has won the commodities trade war already because useless Western politicians did not see what was happening. For XX years. I own EQR Resources $EQR and Tungsten West $TUN. Buckle up"
X Link @METhompson72 2025-10-10T19:06Z 12.2K followers, 413.4K engagements

"My top #tungsten pick at the moment is #EQR EQ Resources. Fully financed now for the pit push-back at Mt Carbine and have Barruecopardo singing. I love the mgmt team. Cash should be rolling in at these APT prices. Looking for a quick 2x - 4x"
X Link @METhompson72 2025-10-06T07:56Z 12.2K followers, 22.5K engagements

"#tungsten prices rampant in China. Western prices will likely catch up soon as most concentrate now finding its way into China. Is this due to Chinese mine supply problems or stockpiling Wish I knew. There is no global economy without tungsten - machining oil and gas defence: all with low substitution options"
X Link @METhompson72 2025-10-05T23:10Z 12.2K followers, 43.4K engagements

"My guess: Bonds at XXXX Equities at XXXXX Commodities at XXXX Let me know what you think"
X Link @METhompson72 2025-10-11T14:11Z 12.2K followers, 4267 engagements

"Touch your toes up she goes Panthera Resources $PAT Should oscillate around a straight line trend to XX% to XX% of the $1.6bn claim value over next two years before the arbitration decision. I am looking for X - X per share. Last 18p. My top pick of everything I hold"
X Link @METhompson72 2025-10-09T12:33Z 12.2K followers, 5309 engagements

"Almonty - #tungsten project. $EQR EQ Resoucrs $TUN Tungsten West and others to follow Suit"
X Link @METhompson72 2025-10-11T12:42Z 12.2K followers, 14.9K engagements

"$EQR #EQRup XX% this week. Is the overhang gone"
X Link @METhompson72 2025-10-08T09:18Z 12.2K followers, 1848 engagements

"Western politicians (and generalist fund managers) are waking up to the realisation that we are in a #commodity supply Cold War. The current front is being fought over rare earths and other critical minerals but this will spread to copper uranium and eventually oil. In my view we have lost the Cold War already - China has pursued a mercantilist policy for XX years copying the 19th Century British play book. We cannot easily compete when they own the assets the mineral processing and key manufacturing. They did this through X simple policies: an integrated industrial and foreign policy"
X Link @METhompson72 2025-10-11T14:54Z 12.2K followers, 11.6K engagements

"#tin $MLX Metals X continues to surge - market is pricing in the reality that +$35k Tin is not short term but the long term incentive price to get new mines financed"
X Link @METhompson72 2025-10-09T12:25Z 12.2K followers, 3545 engagements