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"2/3 $LUN.to is obvs committed there too. All we hear from $VALE is that they want to spin off their base metals business. $FM.to has La Granja. Dunno bout $SCCO $BOL.st etc. Maybe $RIO has needs. I get why peepz wanna see $ALDE.v $REG.v $SURG.v etc. getting bought"
X Link @JuriMontana 2025-10-09T08:00Z XXX followers, XXX engagements
"Bet accordingly. -You have a big CU-AU asset. -Strategic Majors invested (South32 Rio Nuton Sibanye) -Upside on Nuton valuation + Median Transaction price per CuEq lb -Tightly held -ok to good jurisdiction -Asymetric option via Nuton technology -PEA in 2-4 week $ALDE $ALDE.V"
X Link @commodityrsr 2025-08-31T11:38Z XXX followers, XXX engagements
"Altar is huge and will have a high t/p production. Why $alde $alde.v is interesting to majors Once it is built and Capex is spent it gives majors a leverage like exposure to Copper price increase for decades when Copper prices surge faster than Opex"
X Link @commodityrsr 2025-08-31T11:27Z XXX followers, XXX engagements
"Two other ways to play Argentina that Im #long $andc.cn Andina & $alde.v Aldebaran continues to derisk but some issues with Rio buying back in. Andina is much cheaper and has more exploration targets. And theyve hit some real holes. Im still adding to @AndinaCopper"
X Link @jtourzan 2025-08-30T23:05Z 4372 followers, 2009 engagements