# ![@METhompson72 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::965676004583800834.png) @METhompson72 Mark Thompson

Mark Thompson posts on X about copper, china, $eqr, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::965676004583800834/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:interactions.svg)

- [--] Week [------] -14%
- [--] Month [-------] +30%
- [--] Months [---------] +17,578%
- [--] Year [---------] +564%

### Mentions: [--] [#](/creator/twitter::965676004583800834/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:posts_active.svg)

- [--] Month [--] -53%
- [--] Months [---] +1,425%
- [--] Year [---] +174%

### Followers: [------] [#](/creator/twitter::965676004583800834/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:followers.svg)

- [--] Week [------] +0.88%
- [--] Month [------] +5.40%
- [--] Months [------] +28%
- [--] Year [------] +29%

### CreatorRank: [-------] [#](/creator/twitter::965676004583800834/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [social networks](/list/social-networks) 

**Social topic influence**
[copper](/topic/copper) #1872, [china](/topic/china) #2770, [$eqr](/topic/$eqr) #1, [in the](/topic/in-the), [apt](/topic/apt) #123, [silver](/topic/silver), [$tun](/topic/$tun) #1, [gold](/topic/gold), [market](/topic/market), [target](/topic/target) #3035

**Top accounts mentioned or mentioned by**
[@rupertlowe10](/creator/undefined) [@joranstarkiller](/creator/undefined) [@edark94](/creator/undefined) [@uklabour](/creator/undefined) [@bethwintercynon](/creator/undefined) [@kosvarg66907538](/creator/undefined) [@steveta00544440](/creator/undefined) [@pete__panda](/creator/undefined) [@atlasshrug1](/creator/undefined) [@susanfairweathe](/creator/undefined) [@owenjones84](/creator/undefined) [@respeculator](/creator/undefined) [@tininvestor](/creator/undefined) [@markwraith](/creator/undefined) [@arbaldock](/creator/undefined) [@adrianhilton](/creator/undefined) [@nigelfarage](/creator/undefined) [@kemibadenoch](/creator/undefined) [@conservativeparty](/creator/undefined) [@chrisweatheril1](/creator/undefined)

**Top assets mentioned**
[Equity Residential (EQR)](/topic/$eqr) [Automatic Treasury Machine (ATM)](/topic/$atm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#copper #Peru Reminder: Peru produces 12% of the World's copper. Communist candidate Pedro Castillo leading Keiko Fujimoro 42% - 31% in presidential run-off polling. Peruvian Sol down 2% today"  
[X Link](https://x.com/METhompson72/status/1384175998128717827)  2021-04-19T16:04Z 11.2K followers, [--] engagements


"#tin 1289t draw on Shanghai Futures Exchange tin warehouse stocks today. General market feeling is that this was for local consumption and not for export to the West. If so and Chinese market is now short then next leg higher on prices is imminent"  
[X Link](https://x.com/METhompson72/status/1393150277587546112)  2021-05-14T10:24Z 11.3K followers, [---] engagements


"Easiest prediction ever that rig counts and cap-ex are going up - a long way - in oil and gas. All of this needs vastly more #tungsten. Thankfully at $TUN #TungstenWest we have the largest mine in the Western World"  
[X Link](https://x.com/METhompson72/status/1508233409428172806)  2022-03-28T00:04Z 11.2K followers, [---] engagements


"Meridian Mining $MNO $MNO.to announces a pretty spectacular copper / gold intercept today. [----] metres at 12.7% #copper equivalent. Some rather beautiful core in the attached photos"  
[X Link](https://x.com/METhompson72/status/1640375498860556289)  2023-03-27T15:29Z 11.3K followers, [----] engagements


"As a quick reminder of my rule of thumb for deficits and their effects on prices a 3% deficit will see a metal trade at 1.5x to 2.5x the marginal cost of production. For #tin this would give a price range of $30k to $50k"  
[X Link](https://x.com/METhompson72/status/1664406070247280640)  2023-06-01T22:58Z 10.4K followers, 12.1K engagements


"@SusanFairweathe @OwenJones84 Tell me three things the IMF World Bank Bank of England or any other institution stuffed with yes-men apparatchniks have said on inflation in the last [--] months that turned out to be true. These people are the problem not the solution"  
[X Link](https://x.com/METhompson72/status/1674347696201555970)  2023-06-29T09:23Z 10.4K followers, [--] engagements


"Spot treatment charges (the allowance miners pay smelters to turn concentrates into metal) for #tin have been at all-time lows - possibly below breakeven levels for some smelters. This is a symptom of a lack of mine supply"  
[X Link](https://x.com/METhompson72/status/1678408102926753798)  2023-07-10T14:26Z 10.4K followers, [----] engagements


"2 Chinese #tin smelters temporarily closing is entirely consistent with concentrate stocks now being exhausted. Mine supply now equals metal supply as there is no buffer inventory in the middle"  
[X Link](https://x.com/METhompson72/status/1678408104600322048)  2023-07-10T14:26Z 10.3K followers, [----] engagements


"My #tin market view is this: market currently in a surplus due to weak electronics and consumer demand - manufacturers have been de-stocking for a few months. Few believed both the Indonesian and Myanmar exports would end"  
[X Link](https://x.com/METhompson72/status/1687338691344084993)  2023-08-04T05:47Z 10.4K followers, 10.3K engagements


"#Tin Prices CPI Adjusted [----] - 2023"  
[X Link](https://x.com/METhompson72/status/1692491761254367405)  2023-08-18T11:00Z 11.2K followers, [----] engagements


"#tin - Confiscation of all tin licences - 30% physical royalty One hell of a shakedown Feels like whoever has the most guns will win this one"  
[X Link](https://x.com/METhompson72/status/1694309653646029016)  2023-08-23T11:24Z 10.4K followers, 15.7K engagements


"I am going to post about this again: processing #tin is all about mineralogy. A 0.18% project can be 10x or 100x better than a 1% one. - Mineral MUST be cassiterite - Cassiterite grain size: the bigger the better - Simple liberation characteristics"  
[X Link](https://x.com/METhompson72/status/1701151667494806016)  2023-09-11T08:32Z 10.3K followers, [----] engagements


"Milk cream butter fruit nuts sugar jam fruit pure fruit juices yeast table grapes and wine are among products affected by the new regulations"  
[X Link](https://x.com/METhompson72/status/1724027273890746445)  2023-11-13T11:31Z 10.3K followers, [---] engagements


"South Africa exported some US$12.8bn in agricultural exports last year with 20% going to the EU and 4% to the UK. The agricultural sector employs some [------] people and accounts for 2.4% of South African annual economic output"  
[X Link](https://x.com/METhompson72/status/1724027276319146238)  2023-11-13T11:31Z 10.3K followers, [---] engagements


"Since the #Myanmar #tin export ban in August the market has been ion a narrow range around $25k. It takes time for a concentrate ban to feed through to lower metal supply. We are now seeing exchange warehouse stocks falling and metal premiums rising"  
[X Link](https://x.com/METhompson72/status/1724038628647530569)  2023-11-13T12:16Z 10.3K followers, 11.4K engagements


"Leaders of the major Myanmar crime syndicate now dead or arrested. Will the #tin start flowing again Market seems to think so with tin down to $24400 overnight"  
[X Link](https://x.com/METhompson72/status/1727621118578528703)  2023-11-23T09:32Z 10.3K followers, [----] engagements


"@respeculator @TinInvestor #Lithium is the next lithium - Rio Tinto just forecast a 945% uplift in Lithium demand over the next [--] years. I am dipping a toe in this metal for the first time - any recommendations from anybody"  
[X Link](https://x.com/METhompson72/status/1732741133631918533)  2023-12-07T12:37Z 10.3K followers, [----] engagements


"Watching Myanmar civil war worsening over the last few weeks. Now China pulling its citizens out. Good information difficult to come by but nothing suggesting a full return to #tin mining"  
[X Link](https://x.com/METhompson72/status/1741808584990589372)  2024-01-01T13:08Z 10.4K followers, 10.7K engagements


"I think other miners will struggle too - high grading and deferring capex during covid are coming back to bite - I expect the #copper disruption allowance in [----] to be closer to 10% than the usual 6%"  
[X Link](https://x.com/METhompson72/status/1747315971214266417)  2024-01-16T17:52Z 10.4K followers, [---] engagements


"This could tip the overall deficit to around [--] Mt - or about 4% of World supply. As many of you will know my #copper rule of thumb is that a 3% deficit will eventuate in a price at 2x the marginal cost of production - around $16k per tonne"  
[X Link](https://x.com/METhompson72/status/1747315973131030685)  2024-01-16T17:52Z 10.4K followers, [---] engagements


"The most interesting #Tin chart I have seen in ages. Is a restock here Tin price went sideways during the post Covid consumer electronics downturn - I think market was broadly balanced. I don't think there is enough metal around for a major restock to happen. Price must react"  
[X Link](https://x.com/METhompson72/status/1748359331857174704)  2024-01-19T14:58Z 10.4K followers, [----] engagements


"#Tin Just reviewed the Metals X quarterly results. Two interesting points their tailings retreatment plan is progressing well but slowly - not expecting this on stream anytime soon. Most interesting though is ending offtake with Thaisarco and their concentrates"  
[X Link](https://x.com/METhompson72/status/1752013621784150110)  2024-01-29T16:59Z 10.4K followers, [----] engagements


".now going to Yunnan #tin in China. This makes no sense from a freight perspective so highly indicative that YT are very short concentrates from Myanmar. I think this is bullish LME vs Shanghai price"  
[X Link](https://x.com/METhompson72/status/1752013623898034218)  2024-01-29T16:59Z 10.4K followers, [----] engagements


"Insane costs inflation from KGHM #Copper. I suspect a lot of this may be from high grading during the pandemic and now having to mine lower grades / more expensive ore blocks. Producer after producer reporting production problems and output downgrades. Buy copper"  
[X Link](https://x.com/METhompson72/status/1754079769002426809)  2024-02-04T09:49Z 10.4K followers, [----] engagements


"Negative sentiment form the Chinese stock market ongoing bear market / collapse weighing on #metals today. Reminds me of [----] when collapsing tech media and telecoms market dragged metals into once in a generation buying opportunities"  
[X Link](https://x.com/METhompson72/status/1754519966055792825)  2024-02-05T14:58Z 10.4K followers, [----] engagements


"#tin Are production issue about to bite and bite hard Civil war and mining ban in Myanmar corruption and illegal mining crackdown in Indonesia. Between them they were 40% of World supply in [----]. This at same time as a semiconductor restock underway"  
[X Link](https://x.com/METhompson72/status/1757147597066600605)  2024-02-12T21:00Z 10.5K followers, 15.5K engagements


"Clearly there has been massive corruption in #tin mining in Indonesia with CFO of state mining champion PT Timah arrested. Is this crackdown a pre-cursor to actually enforcing a ban on un-beneficiated tin metal"  
[X Link](https://x.com/METhompson72/status/1757149947718181294)  2024-02-12T21:09Z 10.5K followers, [----] engagements


"With a bit if imagination and a properly regulated legal and environmentally conscious mining code Indonesia could be selling half as much #tin at [--] times the price. Just need to think like a hedge fund"  
[X Link](https://x.com/METhompson72/status/1757151542853927006)  2024-02-12T21:15Z 10.5K followers, [----] engagements


"We have lost 1.6Mt of #copper mine capacity in [----] from disruptions and production problems. I think this gets worse. Miners who high-graded in Covid or cut back on maintenance are paying the price"  
[X Link](https://x.com/METhompson72/status/1767998639102722272)  2024-03-13T19:38Z 10.5K followers, [----] engagements


"#copper today at $4 / lb. My year end forecast on my model (global GDP growth of 2.5%) is $6.50 / lb - a very big call indeed but I think this happens"  
[X Link](https://x.com/METhompson72/status/1767998640725848294)  2024-03-13T19:38Z 10.5K followers, [----] engagements


"I have one #copper and #gold equity position - Meridian Mining. $MNO. I like the asset love the management (good people don't get involved with bas assets.) Beacon Securities just put out a NPV target of $1.5bn based on $1700 gold"  
[X Link](https://x.com/METhompson72/status/1768000805175492894)  2024-03-13T19:46Z 11.3K followers, [----] engagements


"Heard something new today in the #copper concentrates market - a trade with a NEGATIVE TC/RC - basically a smelter paying for the privilege of turning concs into metal"  
[X Link](https://x.com/METhompson72/status/1770509151468200063)  2024-03-20T17:54Z 10.6K followers, 12.9K engagements


"#copper market is very interesting at the moment. It is clear to expert metal market participants that a major bull market is almost inevitable from a supply side but the copper price is yet to react. What is going on"  
[X Link](https://x.com/METhompson72/status/1771187939524903036)  2024-03-22T14:51Z 10.6K followers, 14.9K engagements


"The algos traders have done well in #copper for the last [--] years as the market has been broadly balanced but I suspect their algorithm know nothing of concentrate trading hidden stockpiles and mining problems"  
[X Link](https://x.com/METhompson72/status/1771187943404711984)  2024-03-22T14:51Z 10.6K followers, [----] engagements


"I don't know when but fundamentals will drive the #copper market some time soon. On my supply / demand model I have a 1Mt deficit for [----] and a year end price prediction of $16500. I am an outlier. A big outlier"  
[X Link](https://x.com/METhompson72/status/1771187945279562211)  2024-03-22T14:51Z 10.6K followers, 14K engagements


"#cocoa #copper #commodities #tin Love this chart - shows what can happen when macro and algo funds who have been short volatility and short price chasing a yield play run into the fundamentals - good and hard"  
[X Link](https://x.com/METhompson72/status/1772300762837623048)  2024-03-25T16:33Z 10.6K followers, [----] engagements


"Why a notional deficit Well in extremes like the #cocoa market at the moment inventories quickly get consumed. At that point supply = demand and there can be no deficit. The only question is at what price sufficient demand has been destroyed to balance the market"  
[X Link](https://x.com/METhompson72/status/1772300766834811030)  2024-03-25T16:33Z 10.6K followers, [----] engagements


"I have #copper and #tin in 5% deficits for H2 [----] - H1 [----]. #cocoa is showing the way. Not planting enough cocoa trees [--] years ago is the equivalent of not investing in exploration. Consequences are inevitable and predictable"  
[X Link](https://x.com/METhompson72/status/1772300768646733913)  2024-03-25T16:33Z 10.6K followers, 11.8K engagements


"Sometimes I like to remind myself that Gordon Brown sold nearly half of the #UK's #gold reserves at the lowest price in real terms since the gold standard ended. $256.30 the low. Sticking with my call that I will not see it below $2000 again in my lifetime"  
[X Link](https://x.com/METhompson72/status/1773399194566308054)  2024-03-28T17:18Z 10.6K followers, [----] engagements


"Fresh all-time highs on #Gold. Let's review the numbers on The World's worst trader - Gordon Brown. Our erstwhile worst ever Prime Minister (superseded by at least [--] PM's since then) sold [---] tonnes of gold at $275 per ounce for proceeds of $3.4bn"  
[X Link](https://x.com/METhompson72/status/1773433077093589503)  2024-03-28T19:32Z 10.6K followers, [----] engagements


"#Tin the long term build up to the mother of all bull markets (Thread # 1)"  
[X Link](https://x.com/anyuser/status/1777323789845483967)  2024-04-08T13:13Z 14.5K followers, 56.2K engagements


"In [----] The US started to sell off its stockpile taking [--] years to do so Between [----] and [----] DLA sales averaged a little over 3% of World supply"  
[X Link](https://x.com/METhompson72/status/1777323821852196897)  2024-04-08T13:13Z 10.8K followers, [----] engagements


"Come [----] and a global downturn #tin production quota busting by Brazil and Bolivia massive new discoveries of cheap alluvial tin in Indonesia and the market changed. The buffer stock manager was long 85kt of physical metal and held derivatives contracts for a further 120kt"  
[X Link](https://x.com/METhompson72/status/1777323824297509070)  2024-04-08T13:13Z 10.8K followers, [----] engagements


"#tin at $31285. Beginning to suspect I know what I am talking about"  
[X Link](https://x.com/anyuser/status/1777697834604655008)  2024-04-09T13:59Z 14.5K followers, 14.9K engagements


"#Gold in GBP vs FTSE since the year 2000"  
[X Link](https://x.com/METhompson72/status/1777756961070624842)  2024-04-09T17:54Z 10.9K followers, [----] engagements


"#gold #Copper $MNO Meridian Mining closes C$20m bought deal at 35c and already at a 20% premium. If it takes out resistance at 45c I am looking for a quick move to 60c"  
[X Link](https://x.com/METhompson72/status/1777758859316125935)  2024-04-09T18:01Z 11.3K followers, [----] engagements


"Below is a thread on the required discovery rate of new mineral resources and reserves in order to maintain current production + demand growth. I have done this for #tin as an example but is equally true for any metal"  
[X Link](https://x.com/METhompson72/status/1778438921078161804)  2024-04-11T15:04Z 10.8K followers, 13.4K engagements


"#tin: $33030 per tonne or. $1.025 per Troy OUNCE"  
[X Link](https://x.com/METhompson72/status/1778780680098324878)  2024-04-12T13:42Z 10.8K followers, [----] engagements


"One of my holdings Meridian Mining $MNO has been just like this. Stale longs people stopping out. Stock moving to stronger committed hands. Then rallying 50%. I think #tin stocks will follow this pattern"  
[X Link](https://x.com/METhompson72/status/1778782762813517880)  2024-04-12T13:50Z 10.8K followers, [----] engagements


"Who is going to stop using #tin I have tin in a 8% deficit be the end of the year. Visible inventories stand at about [--] days of consumption and I expect them to be totally depleted by Q3 if the current supply disruptions continue"  
[X Link](https://x.com/anyuser/status/1781644857250918686)  2024-04-20T11:23Z 14.5K followers, 28K engagements


"I predict a #tin price spike is needed in order to accelerate this decision making by tin consuming industries. I see a minimum of $100kt being the sort of shock required before settling back to around $50k"  
[X Link](https://x.com/METhompson72/status/1781644872492941644)  2024-04-20T11:23Z 10.9K followers, [----] engagements


"@mark_wraith LME and SHFE warehouse stocks"  
[X Link](https://x.com/METhompson72/status/1781646946999972059)  2024-04-20T11:31Z 10.9K followers, [---] engagements


"@arbaldock I dont have any specific information as have been away on site visits but basically at some point the lack of mine supply exhausts concentrate stocks and then metal production falls. Is this that moment"  
[X Link](https://x.com/METhompson72/status/1800887742613897363)  2024-06-12T13:47Z 11.1K followers, [--] engagements


"Speculation for months has been that benchmark would come in around $35 and 3.5c - BUT I am hearing that the large miners are starting their offer t ZERO and ZERO and smelters at $50 and 5"  
[X Link](https://x.com/METhompson72/status/1841201432973742271)  2024-10-01T19:40Z 11.2K followers, [----] engagements


"What does this mean In short there is WAY too much smelting capacity for available #copper concentrates. Why Expansions in India China and the new massive Gresik Smelter in Indonesia coming online whilst mine supply disappoints"  
[X Link](https://x.com/METhompson72/status/1841201434752176565)  2024-10-01T19:40Z 11.2K followers, [----] engagements


"@Adrian_Hilton @Nigel_Farage @KemiBadenoch I left the @ConservativeParty in July they still sent me leadership election papers in September. I am not alone in this are they copying the lefts playbook of accusing your opponents of that which they are guilty of"  
[X Link](https://x.com/METhompson72/status/1872359607001346081)  2024-12-26T19:11Z 11.2K followers, [----] engagements


"End of year question: has Kemi Badenoch overtaken Rishi Sunak (early election) Rachel Reeves (budget) and Keir Starmer (Keir Starmer) as making the biggest political mistake of the year #reform #reformparty_uk"  
[X Link](https://x.com/METhompson72/status/1872756655706009635)  2024-12-27T21:29Z 11.2K followers, [----] engagements


"@RupertLowe10 [---] Labour MPs now go into the next election having voted against a rape gang enquiry. A career suicidal decision to be on the wrong side of history. Shame on each and every one of them"  
[X Link](https://x.com/anyuser/status/1877071990600630630)  2025-01-08T19:16Z 14.5K followers, 17.6K engagements


"@JoranStarkiller @RupertLowe10 I Think you are missing the political point that arguing procedural process mitigation whilst being labelled a child rape cover-up enabler is not an election winning strategy. More like a Nuremberg defence"  
[X Link](https://x.com/METhompson72/status/1877154027328168102)  2025-01-09T00:42Z 11.3K followers, [--] engagements


"@JoranStarkiller @RupertLowe10 Ahh yes. The ostrich theory of political campaigning. Didnt go so well for the Tories"  
[X Link](https://x.com/METhompson72/status/1877156360606937258)  2025-01-09T00:52Z 11.3K followers, [--] engagements


"@ChrisWeatheril1 @JoranStarkiller @RupertLowe10 By the Tories by Labour before them by the legal establishment and the institutions that sat by and did nothing. This is why we need a new enquiry. Who knew what and when. Who did nothing. Who was complicit and why. Sunlight is required to restore our humanity"  
[X Link](https://x.com/METhompson72/status/1877469601795018903)  2025-01-09T21:36Z 11.3K followers, [--] engagements


"@dapperlaughs @elonmusk To be fair sounds like he is an expert on grooming"  
[X Link](https://x.com/METhompson72/status/1878491182092767737)  2025-01-12T17:16Z 11.3K followers, [----] engagements


"#UK [--] year yields up a whopping 100bp since the election. At the time the market was expecting interestratecuts. #RachelFromAccounts"  
[X Link](https://x.com/METhompson72/status/1878910939489251373)  2025-01-13T21:04Z 11.3K followers, [----] engagements


"For [--] years I used to live [--] minutes from here. St Johns Wood was safe and lovely when we moved there but we chose to leave London as it progressively was less and less safe. 🚨Breaking Video🚨 Outside the Regents Park Masjid in London Muslims knife each other in a brawl. A car is used as a weapon bodies fly everywhere. https://t.co/iITRt2Zkv4 🚨Breaking Video🚨 Outside the Regents Park Masjid in London Muslims knife each other in a brawl. A car is used as a weapon bodies fly everywhere. https://t.co/iITRt2Zkv4"  
[X Link](https://x.com/METhompson72/status/1972212152351228140)  2025-09-28T08:09Z 11.4K followers, [----] engagements


"$EQR #EQRup 25% this week. Is the overhang gone"  
[X Link](https://x.com/METhompson72/status/1975853375033098448)  2025-10-08T09:18Z 12.3K followers, [----] engagements


"@deepfriedWA Better it is both It will trend to a much higher percentage of the claim value into the decision and the claim size rises with gold"  
[X Link](https://x.com/METhompson72/status/1976997859607429501)  2025-10-11T13:06Z 12.1K followers, [--] engagements


"My guess: Bonds at [----] Equities at [-----] Commodities at [----] Let me know what you think https://t.co/e0aJUTCI1d https://t.co/e0aJUTCI1d"  
[X Link](https://x.com/METhompson72/status/1977014105212158422)  2025-10-11T14:11Z 12.2K followers, [----] 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 [--] 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 [--] simple policies: an integrated industrial and foreign policy"  
[X Link](https://x.com/anyuser/status/1977025034045579496)  2025-10-11T14:54Z 14.5K followers, 12.3K engagements


"#tin Last at $28430 UP $1200 or 4.7% on the day. Just imagine if we get a major supply disruption. Are you a believer yet"  
[X Link](https://x.com/METhompson72/status/1387428874192048132)  2021-04-28T15:29Z 12.3K followers, [--] engagements


"#tin $AFM I just bought more Alphamin at 75c. My personal target price is $1.50 (i.e. 2x) within [--] months. Stop loss at 55c"  
[X Link](https://x.com/anyuser/status/1400845455127453698)  2021-06-04T16:02Z 14.5K followers, [---] engagements


"#tin closes above the Dow Jones today. Are YOU on board the tin express"  
[X Link](https://x.com/METhompson72/status/1425583786335551493)  2021-08-11T22:23Z 12.3K followers, [---] engagements


"Peru is about 8% of World #copper supply 11% of #zinc 6% of #tin. Are we seeing the communist playbook of driving out capitalist enterprise followed by nationalisation playing out in the next few months I suspect so"  
[X Link](https://x.com/METhompson72/status/1454940256344608771)  2021-10-31T22:36Z 12.4K followers, [---] engagements


"This creates serious credibility issues for the #LME. Where is the line If they can do this retrospectively in #Nickel what else can they do How can you trade on an exchange if you do not have certainty that your profits will be paid and others will be let off losses"  
[X Link](https://x.com/anyuser/status/1501871928126193666)  2022-03-10T10:45Z 14.5K followers, [---] engagements


"A day of #tin announcements from Andrada Cornish Metals and from First Tin. $ATM $CUSN #1SN"  
[X Link](https://x.com/METhompson72/status/1702267939003519159)  2023-09-14T10:27Z 13.9K followers, [----] engagements


"Andrada $ATM: Washing its face at current prices producing 1kt of #tin p.a. Market cap of 110m seems to be more than fully priced and I do wonder how much their potential to produce a low grade lithium conc is driving sentiment"  
[X Link](https://x.com/METhompson72/status/1702267940672778313)  2023-09-14T10:27Z 13.9K followers, [---] engagements


"Cornish Metals $CUSN: Decent resource upgrade and some minor new drill intercepts. Eagerly awaiting when they can drill from underground as dewatering advances. Market Cap of 66m seems about right for now given the potential"  
[X Link](https://x.com/METhompson72/status/1702267942476362236)  2023-09-14T10:27Z 13.9K followers, [----] engagements


"#Tin $CUSN A visit to South Crofty this week to see the water treatment plant in action and the progress on the refurbishment of the shaft. I left very impressed - money is being spent well"  
[X Link](https://x.com/METhompson72/status/1777022442134704500)  2024-04-07T17:15Z 13.9K followers, [----] engagements


"#tin $CUSN The new man cages at New Cooks Kitchen shaft. New winding gear and building in place and actively refurbishing the shaft as dewatering progresses"  
[X Link](https://x.com/METhompson72/status/1777046671613915623)  2024-04-07T18:51Z 13.9K followers, [----] engagements


"Due to these very low prices exploration for #tin since [----] has been exceptionally low with some years effectively seeing zero spend. There is a severe deficit of projects because of it. Only Alphamins Bisie project is a significant hard rock discovery"  
[X Link](https://x.com/METhompson72/status/1777323832539279773)  2024-04-08T13:13Z 13.9K followers, [----] engagements


"There are very very few tin projects. $CUSN South Crofty Project and #1SN Taronga are the likely next [--] tin mines and could do 10kt p.a. between them adding only 2.5% to Global supply or [--] years growth in demand"  
[X Link](https://x.com/METhompson72/status/1777323834581889093)  2024-04-08T13:13Z 13.9K followers, [----] engagements


"@ElliotDodson All I can say is that I visited with $CUSN last week and was impressed with how well they are spending money and progressing. $AFM and $MLX are great stocks to own but the leverage comes from metal in the ground. #1SN is what I own most"  
[X Link](https://x.com/METhompson72/status/1778770256183365918)  2024-04-12T13:00Z 13.9K followers, [---] engagements


"With no cash the funds cannot participate in equity raisings - even for their existing and favourite positions. Taking new positions is also difficult to do - the slippage on selling a holding in order to buy makes this very unattractive"  
[X Link](https://x.com/METhompson72/status/1778782759495811410)  2024-04-12T13:50Z 13.9K followers, [---] engagements


"For microcaps like $CUSN and #1SN no matter how good the #tin story is the funds have no interest. Only retail buying will drive the story or such a compelling move in the #tin price that they cannot be ignored"  
[X Link](https://x.com/METhompson72/status/1778782761135804619)  2024-04-12T13:50Z 13.9K followers, [----] engagements


"Very interesting corporate move with $MLX taking a 23% stake in #1SN First Tin. (I rate this the best development project due to low costs simple metallurgy good jurisdiction and mgmt.) Presumably they are doing this with a view to financing the mine"  
[X Link](https://x.com/METhompson72/status/1811344672952058126)  2024-07-11T10:19Z 13.1K followers, [----] engagements


"I spent much of the recent #Tin conference in Penang making the case to the interested parties that we need consolidation in the projects space. Much easier to finance multiple projects sequentially than in parallel. $MLX taking the lead"  
[X Link](https://x.com/METhompson72/status/1811345704234700871)  2024-07-11T10:24Z 13.1K followers, [----] engagements


"Do I like the 4p price of the #1SN capital raise No. But a necessary evil. The $MLX 23% acquisition though should de-risk the mine financing. Hopefully this generates further buying interest. Time will tell"  
[X Link](https://x.com/METhompson72/status/1811346398496846233)  2024-07-11T10:26Z 13K followers, [----] engagements


"#Tin is up 20% now since the $AFM announcement and the number of tweets on X is minuscule since then. I am left asking: Who of us is left Have the weak longs capitulated Is this is consistent with a major move higher"  
[X Link](https://x.com/METhompson72/status/1907065134461149204)  2025-04-01T13:38Z 13.7K followers, [----] engagements


"#Tungsten now $500 mid price in China. This is real. This is big"  
[X Link](https://x.com/METhompson72/status/1958179426069365086)  2025-08-20T14:48Z 12.3K followers, [----] engagements


"$MLX Metals X looking fruity. #Tin price holding in very nicely around $35k - printing cash at these levels"  
[X Link](https://x.com/METhompson72/status/1971638367306891579)  2025-09-26T18:09Z 13.3K followers, [----] 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](https://x.com/METhompson72/status/1975107800461406503)  2025-10-06T07:56Z 12.3K followers, 22.9K 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](https://x.com/METhompson72/status/1976262769625399425)  2025-10-09T12:25Z 13.1K followers, [----] engagements


"Touch your toes up she goes Panthera Resources $PAT Should oscillate around a straight line trend to 30% to 50% of the $1.6bn claim value over next two years before the arbitration decision. I am looking for [--] - [--] per share. Last 18p. My top pick of everything I hold"  
[X Link](https://x.com/METhompson72/status/1976264653517815852)  2025-10-09T12:33Z 13.4K followers, [----] engagements


"@resourcebull Defence demand has gone from 4ktpa to 12ktpa in a 108kt market. This is insane increase in demand"  
[X Link](https://x.com/METhompson72/status/1976751489868566878)  2025-10-10T20:47Z 13K followers, [----] engagements


"Almonty - #tungsten project. $EQR EQ Resoucrs $TUN Tungsten West and others to follow Suit @METhompson72 Holy sh. https://t.co/4Yw8uD30h8 @METhompson72 Holy sh. https://t.co/4Yw8uD30h8"  
[X Link](https://x.com/METhompson72/status/1976991767032742352)  2025-10-11T12:42Z 13.7K followers, 15.7K engagements


"#Tungsten Shanghai Metals Market to cease posting market price updates on two tungsten product prices: "Dear Valued Customers Pursuant to the requirements of Announcement No. [--] of [----] issued by the Ministry of Commerce (MOFCOM) and the General Administration of Customs (GAC) of China on February [--] [----] Ammonium Paratungstate (APT) and Tungsten Oxide have been included in the list of export-controlled items. Export operators are required to apply for a license in accordance with the law before conducting related business. Affected by this policy the export volume of domestic Ammonium"  
[X Link](https://x.com/METhompson72/status/1979115339578249322)  2025-10-17T09:20Z 13.1K followers, 31.3K engagements


"@BethWinterCynon Hi Beth could you please expand on exactly which Reform policies you think are racist and where I can read them for myself"  
[X Link](https://x.com/anyuser/status/1979272558810927383)  2025-10-17T19:45Z 14.5K followers, [----] engagements


"The scary thing here is that despite Sir Keir's approval rating being the lowest for any Prime Minister ever it is showing no sign of bottoming out. If this was a stock you would be doubling up on a short"  
[X Link](https://x.com/METhompson72/status/1980300920694231497)  2025-10-20T15:51Z 12.3K followers, [----] engagements


"China #Tungsten APT 88.5% FOB US$638/mtu vs US$628/mtu .keeps ticking higher despite bullion market turmoil"  
[X Link](https://x.com/METhompson72/status/1981339647260151968)  2025-10-23T12:39Z 12.4K followers, [----] engagements


"Another day another $5 on APT China #Tungsten APT 88.5% FOB US$643/mtu vs US$638/mtu I own EQ Resources $EQR and Tungsten West $TUN Respectively the Western Worlds largest producer and the Worlds second largest tungsten resource with 300m of sunk capital ready to reactivate. Happy bunny"  
[X Link](https://x.com/METhompson72/status/1981677332914942332)  2025-10-24T11:01Z 13.6K followers, [----] engagements


"What a week for #copper and #tungsten. #Gold feeling like it is making a base above $4000 too - time will tell. If what I think is happening is happening this is just the start. That said junk bonds ("private credit") look horrible"  
[X Link](https://x.com/METhompson72/status/1981807120308637764)  2025-10-24T19:36Z 13K followers, [----] engagements


"Did I mention that I own EQR 😁 https://www.linkedin.com/posts/eq-resources-ltd_orereserves-eqresources-eqr-activity-7386577804529721344-_tkxutm_source=social_share_send&utm_medium=android_app&rcm=ACoAAAHMiYABX_64mMhVxw2YL34sB4mRaW3mbv4&utm_campaign=copy_link https://www.linkedin.com/posts/eq-resources-ltd_orereserves-eqresources-eqr-activity-7386577804529721344-_tkxutm_source=social_share_send&utm_medium=android_app&rcm=ACoAAAHMiYABX_64mMhVxw2YL34sB4mRaW3mbv4&utm_campaign=copy_link"  
[X Link](https://x.com/METhompson72/status/1981815773380432186)  2025-10-24T20:11Z 12.3K followers, [----] engagements


"@Wavertron .listen to any Rachel Reeves speech - she can't stop going on about it"  
[X Link](https://x.com/METhompson72/status/1981819737219932671)  2025-10-24T20:27Z 12.3K followers, [--] engagements


"#PAT Panthera Resources remains my top portfolio pick. Why do I like it - Full exposure to the gold price - Undervalued Mali gold asset - A fully financed and advancing legal claim for a minimum of $1.6bn damages against the Govt of India My base case is 10x in next [--] months basis just the legal case advancing. Timetable set today: [--] year AHEAD of what I was expecting. https://www.londonstockexchange.com/news-article/PAT/arbitration-update/17300101 https://www.londonstockexchange.com/news-article/PAT/arbitration-update/17300101"  
[X Link](https://x.com/METhompson72/status/1983473374450884800)  2025-10-29T09:57Z 13.4K followers, 27.3K engagements


"#Tungsten $EQR $TUN Another day another $5 on APT price. China Tungsten APT 88.5% FOB US$648/mtu vs US$643/mtu Fresh all-time high"  
[X Link](https://x.com/METhompson72/status/1983494567665058231)  2025-10-29T11:22Z 13.3K followers, [----] engagements


"$PAT up 16% today. Happy bunny"  
[X Link](https://x.com/METhompson72/status/1983651982801006690)  2025-10-29T21:47Z 13.4K followers, [----] engagements


"@kosVarg66907538 I own EQ Respurcea and Tungsten West only"  
[X Link](https://x.com/METhompson72/status/1983652246736007390)  2025-10-29T21:48Z 12.8K followers, [--] engagements


"@DerekColley_ Happening now but lead times for significant new production is +1yr except for EQ Resources as they get into the higher grades at Mt Carbine which is imminent. $EQR Sticking with my prediction that +$1000 APT is eminently plausible"  
[X Link](https://x.com/METhompson72/status/1983884854522441979)  2025-10-30T13:13Z 13.1K followers, [---] engagements


"#Tungsten Another day another $5 on APT. China Tungsten APT 88.5% FOB US$663/mtu vs US$658/mtu This is relentless. $EQR $TUN"  
[X Link](https://x.com/METhompson72/status/1984236986446868491)  2025-10-31T12:32Z 13.3K followers, [----] engagements


"Africa is getting more politically unstable. Mali Burkina Faso Sudan Tanzania: what do they all have in common They are [--] of the largest [--] #gold producers in Africa. The Resource Disease in action. I see a significant risk of contagion to other countries and to other commodities including #copper"  
[X Link](https://x.com/anyuser/status/1984573307442614726)  2025-11-01T10:48Z 14.5K followers, 28.4K engagements


"Returning to my favourite stock Panthera Resources $PAT and making a very rough and ready comparison to what happened to Gabriel Resources' share price in the run up to their litigation decision. PAT is set for a hearing in Dec [----] and I am assuming a final decision [--] months after that"  
[X Link](https://x.com/METhompson72/status/1984659251495575562)  2025-11-01T16:30Z 13.4K followers, [----] engagements


"I am assuming too that the Panthera claim will rise from $1.6bn to $3bn based on the current gold price. Gabriel ended up trading at about 28% of the claim size before the decision so I am using this as a target valuation"  
[X Link](https://x.com/METhompson72/status/1984659253416636482)  2025-11-01T16:30Z 13.4K followers, [---] engagements


"This methodology gives a 12x upside to $PAT"  
[X Link](https://x.com/METhompson72/status/1984659257233719769)  2025-11-01T16:30Z 13.4K followers, [----] engagements


"I turn my back for a few days and #Tungsten is up ANOTHER $25 China Tungsten APT 88.5% FOB US$688/mtu vs US$678/mtu To re-iterate I own EQ Resources and Tungsten West $EQR $TUN"  
[X Link](https://x.com/METhompson72/status/1986075131395932295)  2025-11-05T14:16Z 13.3K followers, [----] engagements


"#1SN First Tin with some very bullish news this morning following the announced minerals investment partnership between the USA and Australia: a letter of intent for a $120m debt facility for Taronga. Substantially de-risking the project now waiting for final permits and this could fly. https://polaris.brighterir.com/public/first_tin/news/rns/story/x40j00w/export https://polaris.brighterir.com/public/first_tin/news/rns/story/x40j00w/export"  
[X Link](https://x.com/METhompson72/status/1986078683170279589)  2025-11-05T14:30Z 13.5K followers, [----] engagements


"#Tungsten $EQR $TUN Absolutely RELENTLESS China Tungsten APT 88.5% FOB US$698/mtu vs US$688/mtu"  
[X Link](https://x.com/METhompson72/status/1986406293545111566)  2025-11-06T12:12Z 13.3K followers, [----] engagements


"#COPPER Between Kamoa Grasberg QB Highland Valley Collahuasi and Constanica and others we could be losing nearly 5% of forecast copper supply in [----]. If demand growth stays consistent at anything above 1.5% then we are in for an explosive copper price rally. Is Copper just [--] yr behind Gold"  
[X Link](https://x.com/METhompson72/status/1986803087969829055)  2025-11-07T14:29Z 13K followers, [----] engagements


"#BBC Finally seeing senior BBC resignations but we need to know exact details of severance terms. These people should have been sacked for cause and there should be no pay-offs. In the public interest we need transparency"  
[X Link](https://x.com/METhompson72/status/1987591439572664621)  2025-11-09T18:41Z 12.8K followers, [----] engagements


"#BBC The BBC has been one of the greatest influences on my life. I listened to Radio [--] for [--] years. Amazing comedy news and drama. I cannot bring myself to turn it on any more. I never left the BBC it has left me"  
[X Link](https://x.com/METhompson72/status/1987966798172467458)  2025-11-10T19:33Z 13K followers, [----] engagements


"#Gold is building a significant base after the recent pullback. This looks pretty bullish to me - take out $4400 and then look for the same major move again i.e. another $1200 to $5600. Catching my eye alos was Chinese Central Bank's balance sheet expanding - is QE back Who else will follow Is any currency worth owning"  
[X Link](https://x.com/anyuser/status/1987986847843140060)  2025-11-10T20:52Z 14.5K followers, 32K engagements


"If anything I prefer the #Silver chart to the #Gold one. I am looking for the ratio to head below [--] possibly to [--] over the course of this bull market. I own March [----] $55 calls - feeling cautiously optimistic"  
[X Link](https://x.com/METhompson72/status/1987988279908597827)  2025-11-10T20:58Z 13K followers, [----] engagements


"Chinese Central Bank balance sheet: bottom left to top right. Tell me this isn't bullish for #gold and #silver. $GLD"  
[X Link](https://x.com/METhompson72/status/1987991028679238020)  2025-11-10T21:09Z 13K followers, [----] engagements


"#Tungsten Is this getting boring Another day another price rise. China Tungsten APT 88.5% FOB US$713/mtu vs US$708/mtu"  
[X Link](https://x.com/METhompson72/status/1988578717195764218)  2025-11-12T12:04Z 13K followers, [----] engagements


"#silver Touch your toes up she goes A powerful +10% rally in only [--] trading days from the base built at $48 accompanied by very good volume. I've been trading metals and bullion for +30 years: you do not see markets "melting-up" very often. When you do things often get extreme such as during the two times previously when silver got to $50. (1980 and 2011.) Allowing for inflation currency devaluation asset allocation rotation plus the modern phenomenon of meme stocks I can see plenty of scenarios where silver moves into a bubble market with targets above $150 within [--] months"  
[X Link](https://x.com/anyuser/status/1988660595399201209)  2025-11-12T17:30Z 14.5K followers, 41.1K engagements


"@Valefossa I don't own many - I favour large positions in companies I know well. I own: Meridian Mining MNO First Tin 1SN Tungsten West TUN Thungela TGA (very bullish coal too) EQ Resources EQR Metals X MLX Panthera Resources PAT FinX Metals FINX"  
[X Link](https://x.com/METhompson72/status/1988665403804119457)  2025-11-12T17:49Z 13K followers, [---] engagements


"#Silver Feels like an important couple of days coming for Silver. Is this a double top at $54 or just pausing for breath On the basis that nothing has changed on my thesis of silver being in a very large deficit coupled with currency debasement I still think we will go higher"  
[X Link](https://x.com/anyuser/status/1989285179211370728)  2025-11-14T10:52Z 14.5K followers, 19.5K engagements


"I vividly remember the [----] - [--] period post Y2K panic and the blow up of the TMT sector. Nasdaq dropped 80%. I bought base metals on every Nasdaq down day and every flat day metals went up. Made a fortune. Right now feels a lot like then. Buying #copper on every #Nvidia dip"  
[X Link](https://x.com/METhompson72/status/1992235718400242142)  2025-11-22T14:16Z 13.1K followers, [----] engagements


"Currently sat in Zurich airport and enjoying the stark comparison to Heathrow. Britain does not need to be the way it is. #ReformUK"  
[X Link](https://x.com/METhompson72/status/1992236497689612301)  2025-11-22T14:19Z 13.1K followers, [----] engagements


"@FictionalOverlo Massive deficits from supply disruptions currency devaluation strategic stockpiling"  
[X Link](https://x.com/METhompson72/status/1992926601559060754)  2025-11-24T12:01Z 13.1K followers, [--] engagements


"#TUNGSTEN ON FIRE Today European APT offers increased significantly. Combined with reduced supply from Vietnam the market has strong upward momentum. As of today the European APT quote reached $780/mtu. $EQR EQ Resources my top pick"  
[X Link](https://x.com/METhompson72/status/1993246412277186562)  2025-11-25T09:12Z 13.6K followers, [----] engagements


"#TUNGSTEN ON FIRE China Export Controls Disrupt APT Supply: Since the implementation of export controls in China in April exports of APT and intermediate products from China have plummeted. October customs data showed Chinese APT exports had fallen to zero"  
[X Link](https://x.com/METhompson72/status/1993248770843095066)  2025-11-25T09:21Z 13.1K followers, [----] engagements


"#TUNGSTEN ON FIRE The European tungsten market is experiencing a severe supply crisis driving APT prices to $750-780/mtu after a $100 surge in just two weeks. This unprecedented rally far exceeding gains in China stems from a perfect storm: China's export controls have halted APT flows overseas smelters face raw material shortages and European scrap supply is strained"  
[X Link](https://x.com/METhompson72/status/1993249239539876131)  2025-11-25T09:23Z 13.1K followers, [----] engagements


"@grok @aqdev Grok - this is a terrible answer. Use in light bulbs is phasing out due to LED replacement. Tungstens main use is in machine tools across multiple manufacturing industries: defence oil and gas drilling aerospace automotive etc"  
[X Link](https://x.com/METhompson72/status/1993336662202732831)  2025-11-25T15:11Z 13.1K followers, [--] engagements


"The most amazing thing about the #tungsten trade is how little interaction there is on X despite the price being up 150% YTD. I see very little supply side relief in [----]. This may just be starting"  
[X Link](https://x.com/METhompson72/status/1993458740671226070)  2025-11-25T23:16Z 13.7K followers, [----] engagements


"Seems the Chancellor has lied to the country over 30bn all over social media but the #BBC chooses to lead the [--] oclock news with Wes Streeting may or may not make a decision in [--] months time. Why not just re-brand the BBC in Labours colours"  
[X Link](https://x.com/METhompson72/status/1994467907842015494)  2025-11-28T18:06Z 13.2K followers, [----] engagements


"Rachel Reeves lying to the country over 30bn is not the second story either on the #BBC news either will they even mention it The downside is I have to watch more BBC news to find out"  
[X Link](https://x.com/METhompson72/status/1994468758014832961)  2025-11-28T18:09Z 13.2K followers, [----] engagements


"The MIGHTY #Tin Last at $40300 Will it "melt-up" like Silver Feels entirely possible to me given situations in Indonesia Myanmar and DRC. #1SN - First Tin and $MLX - Metals X remain my positions of choice"  
[X Link](https://x.com/METhompson72/status/1996215615338467715)  2025-12-03T13:51Z 13.5K followers, [----] engagements


"@Edark94 Entirely possible I may have mentioned $EQR as my top #tungsten pick"  
[X Link](https://x.com/METhompson72/status/1998312163119681699)  2025-12-09T08:42Z 13.9K followers, 10.5K engagements


"@Edark94 @HesperianMetals If the website actually had anything on it then who knows For now though I will stick with the two operating mines now solid balance sheet and the best operating team I have met in ages"  
[X Link](https://x.com/METhompson72/status/1998364255285068042)  2025-12-09T12:09Z 13.2K followers, [---] engagements


"#silver up 5% today. This is rare very rare without a major piece of news. The melt-up continues in the way that silver did in [----] and [----]. Inflation adjusted a peak somewhere between $80 and $200 seems plausible. My target is a gold silver ratio of [--] then sell out"  
[X Link](https://x.com/METhompson72/status/1998484639984320946)  2025-12-09T20:07Z 13.3K followers, 27K engagements


"@jonnyturner2021 I expect the USD to lose between 50% and 75% of its purchasing power in the next [--] years"  
[X Link](https://x.com/METhompson72/status/1998688117398610096)  2025-12-10T09:35Z 13.2K followers, [---] engagements


"I expect the #USD to lose between 50% and 75% of its purchasing power in the next [--] years. Dollar denominated commodities will outperform almost all asset classes if I am right. The median fund still has a zero allocation to commodities. #Silver #Gold #Tin #Copper #Tungsten"  
[X Link](https://x.com/METhompson72/status/1998688871828131877)  2025-12-10T09:38Z 13.2K followers, 26K engagements


"Will we see new year allocations to commodities I think this is likely and could easily be +$1trn. The perfect storm of robust demand (outside China) supply deficits and investment buying will drive the bull market to dizzying heights"  
[X Link](https://x.com/METhompson72/status/1998690108514431372)  2025-12-10T09:43Z 13.2K followers, [----] engagements


"@Lee_Trades I own #1SN First Tin and $MLX Metals X. Very happy bunny on both stocks"  
[X Link](https://x.com/METhompson72/status/1999156346604691491)  2025-12-11T16:36Z 13.3K followers, [---] engagements


"For the life of me I do not understand why my favourite #tin developer #1SN First Tin is not +30p. Large very simple metallurgy low cost processing: right commodity good jurisdiction. $MLX Metals X the largest shareholder who surely take them out post final permitting"  
[X Link](https://x.com/METhompson72/status/1999410886432133413)  2025-12-12T09:27Z 13.7K followers, [----] engagements


"@JobsonGrowthe1 Someone else who can do maths I cannot decide if my price target is $2 or $3"  
[X Link](https://x.com/METhompson72/status/1999466322334544062)  2025-12-12T13:08Z 13.9K followers, [---] engagements


"Blocked by @PaulSimon1971 He advocates medical experiments on children who I would argue are incapable of giving informed consent. There are no double-blind clinical trials on these experiments. Echoes of thalidomide and the infected blood scandal: badly conducted science and institutional cover-ups"  
[X Link](https://x.com/METhompson72/status/2000284409610592572)  2025-12-14T19:19Z 13.3K followers, [----] engagements


"#tungsten China Tungsten APT 88.5% FOB US$788/mtu vs US$778/mtu Hearing $850 trading in Rotterdam too. Relentless. I am stopping mentioning my favoured stocks as about to buy more"  
[X Link](https://x.com/METhompson72/status/2000538956815814799)  2025-12-15T12:10Z 13.5K followers, [----] engagements


"#tungsten Astonishing simply astonishing. Domestic China price of Tungsten is now $1100 per MTU. Up 266% YoY. I can only assume that Chinese Govt is stockpiling - it is after all one of the most critical war materials. It is the ultimate economic lever - way more important than rare earths"  
[X Link](https://x.com/METhompson72/status/2001453872166900150)  2025-12-18T00:46Z 13.6K followers, 27.8K engagements


"#Tin at $4300. I remember buying it at $3250 when I first started getting bullish way back in [----]. 13.2x vs 7.7x for SPX - and that before all the backward action roll yields. Why is #1SN First Tin not 30p trading Irrationality = opportunity"  
[X Link](https://x.com/METhompson72/status/2001810812583788592)  2025-12-19T00:24Z 13.3K followers, [---] engagements


"#Tin at $43000. I remember buying it at $3250 when I first started getting bullish way back in [----]. 13.2x vs 7.7x for SPX - and that before all the backward action roll yields. Why is #1SN First Tin not 30p trading Irrationality = opportunity"  
[X Link](https://x.com/METhompson72/status/2001811094860628356)  2025-12-19T00:25Z 13.5K followers, [----] engagements


"@marwanandonly @Jarster2608 @zarahsultana @jeremycorbyn I wasnt asked about ending jury trials giving away the Chagos Islands introducing digital ID massively hiking taxes or imprisoning people for hurty words. I dont think Israel is running the country - I dont think anyone is"  
[X Link](https://x.com/METhompson72/status/2001892856844423589)  2025-12-19T05:50Z 13.3K followers, [--] engagements


"How do we pick a price target for #silver A thread. it is in a 5% physical deficit. There is massive new investment demand. Inventories are heading to zero. When inventories hit zero by definition the market will balance - there can be no more deficit"  
[X Link](https://x.com/METhompson72/status/2002077238175715652)  2025-12-19T18:03Z 13.4K followers, [----] engagements


"Industrial demand destruction and substitution is driven by price but no business likes to be the first. They hang on downsize production and thrift first. This usually takes [--] months to a year"  
[X Link](https://x.com/METhompson72/status/2002077244580376730)  2025-12-19T18:03Z 13.3K followers, [---] engagements


"Investors love a trend and a story. The story is great - as set out above. I strongly suspect retail will be scaled-up buyers into the rally - exacerbating the deficit. Further tightening the market will be those wanting physical rather than paper #silver"  
[X Link](https://x.com/METhompson72/status/2002077247671615488)  2025-12-19T18:03Z 13.3K followers, [---] engagements


"#silver The hourly and daily charts look great. The wekly chart looks properly scary"  
[X Link](https://x.com/METhompson72/status/2002919023085023434)  2025-12-22T01:48Z 13.4K followers, [----] engagements


"This aged rather well - felt like a big call at the time. Gordon Brown has now cost the UK 40bn. To my knowledge he has never apologised. Vote Labour - get incompetence. #ReformUK Sometimes I like to remind myself that Gordon Brown sold nearly half of the #UK's #gold reserves at the lowest price in real terms since the gold standard ended. $256.30 the low. Sticking with my call that I will not see it below $2000 again in my lifetime. https://t.co/bx2oFOKha4 Sometimes I like to remind myself that Gordon Brown sold nearly half of the #UK's #gold reserves at the lowest price in real terms since"  
[X Link](https://x.com/METhompson72/status/2003379659145380273)  2025-12-23T08:18Z 13.7K followers, [----] engagements


"#silver #silversqueeze Comex increased silver initial margins on Friday by 10% to about $5 per ounce. Silver went up $5 on this news - proving this is too little too late. What happens when they double them and double them again"  
[X Link](https://x.com/METhompson72/status/2004745189760581724)  2025-12-27T02:44Z 13.6K followers, [----] engagements


"#silver $silversqueeze I have been trading base metals and bullion since [----]. Every single time I have seen a speculative mania and exchange initial margins have been increased the market has reacted by deflating the bubble. Friday was different unique. Silver went up 11%"  
[X Link](https://x.com/METhompson72/status/2004746420449149155)  2025-12-27T02:49Z 13.6K followers, 71.9K engagements


"@plur_daddy It says to me that this is a perfect storm: deficits genuine physical demand currency debasement: trapped shorts. I predict extreme stress and extreme volatility"  
[X Link](https://x.com/METhompson72/status/2004791989058109543)  2025-12-27T05:50Z 13.6K followers, [----] engagements


"@netcaesar Meridian Mining but mainly because I am up 40x"  
[X Link](https://x.com/METhompson72/status/2005168851965903069)  2025-12-28T06:48Z 13.6K followers, [--] engagements


"If you think #silver has been volatile check out last few days os #palladium trading. As a former market maker in base metal and bullion options I am feeling for those caught short vol but I suspect worse is to come"  
[X Link](https://x.com/METhompson72/status/2005454962806124597)  2025-12-29T01:44Z 13.6K followers, [---] engagements


"If you think #silver has been volatile check out last few days of #palladium trading. As a former market maker in base metal and bullion options I am feeling for those caught short vol but I suspect worse is to come"  
[X Link](https://x.com/METhompson72/status/2005455747501715796)  2025-12-29T01:48Z 13.7K followers, 12.2K engagements


"#Tin $MLX Metals X tops A$1bn market cap Not bad for 50% of Rennison which was discovered in 1890"  
[X Link](https://x.com/METhompson72/status/2005521610749690031)  2025-12-29T06:09Z 13.6K followers, [----] engagements


"Imagine you are a Red Wall #Labour MP: "OMG thankfully [----] is over [----] can only get better" Keir Starmer: "Hold your horses - I have my biggest fuck-up yet""  
[X Link](https://x.com/METhompson72/status/2005578036390072748)  2025-12-29T09:54Z 13.6K followers, [----] engagements


"Is this the market is waking up to the fact that 29.99% First #Tin #1SN owner Metals X $MLX is flush with cash now a A$1bn company and very likely to be taking out First Tin in [----] My second largest position"  
[X Link](https://x.com/METhompson72/status/2008109344949424397)  2026-01-05T09:32Z 13.7K followers, 13.5K engagements


"Child benefit for more than [--] children should be paid as a tax credit. This incentivises those who contribute to have more children and limits to paying for only [--] children those who are non-contributors. Nigel Farage sets out our position on scrapping the two-child benefit cap.👇 https://t.co/9s47pzZMxR Nigel Farage sets out our position on scrapping the two-child benefit cap.👇 https://t.co/9s47pzZMxR"  
[X Link](https://x.com/METhompson72/status/2009576685646307460)  2026-01-09T10:43Z 13.7K followers, [----] engagements


"@kosVarg66907538 Hungarian policy on immigration and demographic decline is a model that all of the West should adopt"  
[X Link](https://x.com/METhompson72/status/2009982262000136331)  2026-01-10T13:34Z 13.7K followers, [--] engagements


"and you would still be seeing that today in the streets of Oslo were it not for the US entering WW2. As a Norwegian This is what i see in the streets of America 👇👇👇 https://t.co/htCLzQgvgL As a Norwegian This is what i see in the streets of America 👇👇👇 https://t.co/htCLzQgvgL"  
[X Link](https://x.com/METhompson72/status/2010507042763546699)  2026-01-12T00:20Z 13.8K followers, [----] engagements


"London has not opened yet let alone New York but #silver has already had a range equivalent to the initial margins on CME. Will margin double They need to Weak longs have been liquidated margin increases will now destroy the shorts"  
[X Link](https://x.com/METhompson72/status/2010598877469286629)  2026-01-12T06:25Z 13.7K followers, [----] engagements


"#Tin - limit up on SHFE again Trapped shorts Physical reality Speculative mania Maybe all three Nearly $60k equivalent $ Price I own $MLX Metals X and #1Sn First Tin"  
[X Link](https://x.com/METhompson72/status/2011301931969626444)  2026-01-14T04:58Z 13.7K followers, [----] engagements


"As Japanese [--] year government debt gaps 40bp higher overnight contagion hits global bond markets. Markets now know none of this debt can be repaid and that QE is coming. #Gold is now the safe haven from monetary debasement. Fresh all time highs and holding yesterdays gap higher. https://twitter.com/i/web/status/2013547122663043105 https://twitter.com/i/web/status/2013547122663043105"  
[X Link](https://x.com/METhompson72/status/2013547122663043105)  2026-01-20T09:40Z 13.9K followers, [----] engagements


"My favourite ever trade - and probably the stupidest one - was in #Silver in [----]. Here is the story"  
[X Link](https://x.com/METhompson72/status/2013571509499855140)  2026-01-20T11:17Z 13.9K followers, [----] engagements


"I was CIO at Trafigura's hedge fund Galena Asset Management in [----]. Remit to trade base and bullion derivatives. Managing a smidge under $1bn. I missed the silver rally from $5 to $8 but bought aggressively below $6 in Jun 2004"  
[X Link](https://x.com/METhompson72/status/2013571511949328706)  2026-01-20T11:17Z 13.9K followers, [----] engagements


"I rode the wave trading in and out up to [----] in early [----]. I felt it would consolidate there and probably build a flag wedge before it could break higher. I was long 7.5m oz. I sold the Sep [----] puts and [----] calls in 7.5m oz a side for 66c at about 35% vol"  
[X Link](https://x.com/METhompson72/status/2013571513811681285)  2026-01-20T11:17Z 13.9K followers, [----] engagements


"Premium received: $5m. I am happy to be called at [----] and be square or to be put upon at [----] and double my long position. [--] months of sideways trading ensued volatility dropped to the 20's. Happy days"  
[X Link](https://x.com/METhompson72/status/2013571515879456871)  2026-01-20T11:17Z 13.9K followers, [---] engagements


"Vol dropped further into the teens and with [--] weeks to expiry the options were valued at 18c. Mark-to-market up $3.5m I am happy to take profits"  
[X Link](https://x.com/METhompson72/status/2013571517796258100)  2026-01-20T11:17Z 13.9K followers, [---] engagements


"Market is bleeding vol everyone a seller. I call up the bullion bank who I am short to - ask for a market. I know they are a vol seller and should be happy to sell back to me. They make 18c - 21c. They should be making 15c - 18c: I would have bought Happily"  
[X Link](https://x.com/METhompson72/status/2013571519570477398)  2026-01-20T11:17Z 13.9K followers, [---] engagements


"I do nothing. A week goes by. Options now valued at 15c. I know they are bleeding theta. I ask again for a quote: they make 15c - 18c. Now I am angry. I am trying to do them a favour they are trying to gouge me"  
[X Link](https://x.com/METhompson72/status/2013571521243951532)  2026-01-20T11:17Z 13.9K followers, [---] engagements


"#Tungsten China Tungsten APT 88.5% FOB US$1188/mtu vs US$1158/mtu Just another day just another $30 on APT. Tungsten West insanely cheap now. $TUN https://twitter.com/i/web/status/2013578312073764870 https://twitter.com/i/web/status/2013578312073764870"  
[X Link](https://x.com/METhompson72/status/2013578312073764870)  2026-01-20T11:44Z 14K followers, [----] engagements


"@chazt1995 I think you look at APT at $1200 realise Hemerdon is a +$1bn asset and trade accordingly"  
[X Link](https://x.com/METhompson72/status/2013587863724573170)  2026-01-20T12:22Z 13.9K followers, [---] engagements


"@RagBagRover I have no insight beyond public statements but I am hoping end of Q2 / early Q3"  
[X Link](https://x.com/METhompson72/status/2013959065710297268)  2026-01-21T12:57Z 13.9K followers, [---] engagements


"@MoarCap I have steong views on all tungsten companies. As a side note I have a policy of not writing negative things about any company even if I would not invest in them ever"  
[X Link](https://x.com/METhompson72/status/2014305084885066132)  2026-01-22T11:52Z 13.9K followers, [---] engagements


"Chancellor Merz giving what I consider the most consequential speech by a German since [----]. I encourage everyone to watch this then consider if it is possible to have too much exposure tungsten copper uranium coal and defence stocks. The world is changing. https://youtu.be/7HplCqi2JY8si=dJ0g0BqXR0yVP-XN https://youtu.be/7HplCqi2JY8si=dJ0g0BqXR0yVP-XN"  
[X Link](https://x.com/METhompson72/status/2014458135705223618)  2026-01-22T22:00Z 13.9K followers, [----] engagements


"@el_miikka I have no insight I can share - a question for the Company"  
[X Link](https://x.com/METhompson72/status/2014686513456390348)  2026-01-23T13:07Z 13.9K followers, [---] engagements


"A real date point: RAM prices up 150% in [--] months. What is driving this insatiable demand for memory Data centres. What glues chips together #tin What powers them #Copper. Explains $56k and $13k. Buckle up - more to come"  
[X Link](https://x.com/METhompson72/status/2014814151386730517)  2026-01-23T21:35Z 14K followers, [----] engagements


"@Losses4L I only own Meridian Mining as my copper / gold position. Up 37x so far"  
[X Link](https://x.com/METhompson72/status/2014814804376961125)  2026-01-23T21:37Z 13.9K followers, [---] 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](https://x.com/anyuser/status/1974975478764110316)  2025-10-05T23:10Z 14.5K followers, 44.2K engagements


"#Tungsten: Ammonium Para-Tungstate ("APT") is the traded commodity. Tungsten is THE COMMODITY. Without there is no auto industry defence manufacting oil and gas: every time you cut metal or drill a hole Tungsten is there. China controls 83% of World supply. Now up 175% YTD. $830 - $870 Up 130% in [--] months on $EQR - more to come I hope"  
[X Link](https://x.com/METhompson72/status/1999454554539061304)  2025-12-12T12:21Z 14K followers, [----] engagements


"#tungsten Groundhog day all over again. Another 3% on the Chinese tungsten price"  
[X Link](https://x.com/METhompson72/status/2003294114306228466)  2025-12-23T02:38Z 14.2K followers, [----] engagements


"$TUN Tungsten West has sorted out its capital structure and no doubt will be closing a production capital raise in the near future. At this #tungsten and $tin price has over $45bn of metal in the ground. My target is 30p"  
[X Link](https://x.com/METhompson72/status/2008129145038090245)  2026-01-05T10:51Z 14.2K followers, [----] engagements


"Next day I call up again they make 15c - 18c once more. I take a deep breath then I say: "Yours" I put the phone down. Silence on the desk. Everyone looking at me. Another deep breath: "Fuck'em." Went to lunch"  
[X Link](https://x.com/METhompson72/status/2013571523085210064)  2026-01-20T11:17Z 14.2K followers, [----] engagements


"3 weeks later options expire worthless $6m profit booked. Barclays never trade with me again"  
[X Link](https://x.com/METhompson72/status/2013571524830064677)  2026-01-20T11:17Z 14.2K followers, [----] engagements


"I expect #LME #copper stocks to be up [-----] tonnes into NOLA today. Spec short selling I think will get their arse handed to them as the market knows this is just white-lining Comex stocks. Down $100 then up $500 feels plausible"  
[X Link](https://x.com/METhompson72/status/2014250478364770625)  2026-01-22T08:15Z 14.2K followers, [----] engagements


"*BREAKING NEWS* My sources tell me APT just traded at $1300 in China. Physical buyers scrambling to buy before the Govt commits to a new strategic #tungsten stockpile. https://twitter.com/i/web/status/2014348041583513882 https://twitter.com/i/web/status/2014348041583513882"  
[X Link](https://x.com/METhompson72/status/2014348041583513882)  2026-01-22T14:42Z 14.2K followers, [----] engagements


"#tungsten You wait a lifetime for a market like this. I own EQ Resources (up 90% YTD) and Tungsten West (up 75% YTD). I am not a sell of either yet. Price targets of 50c and [--] respectively"  
[X Link](https://x.com/METhompson72/status/2014669679298568425)  2026-01-23T12:00Z 14.2K followers, [----] engagements


"It is still only 4.15am in New York. When CME risk dept wake up and realise that #Silver did this overnight. BIG margin rate increases coming to a market near you soon This has been a buying opportunity on the dip so far in this rally. https://twitter.com/i/web/status/2015715839891124255 https://twitter.com/i/web/status/2015715839891124255"  
[X Link](https://x.com/METhompson72/status/2015715839891124255)  2026-01-26T09:18Z 14.2K followers, [----] engagements


"Same with #tin - where the only substitute is #silver Things you like to hear when you are making 70% gross margins: There is no substitute The alternative is even more expensive $EQR.AX #tungsten Things you like to hear when you are making 70% gross margins: There is no substitute The alternative is even more expensive $EQR.AX #tungsten"  
[X Link](https://x.com/METhompson72/status/2016265553002840327)  2026-01-27T21:42Z 14.2K followers, [----] engagements


"#USD Down #Gold Up Could this in any way be related 🤣 When US resorts to QE to fund their deficit just imagine what gold will do"  
[X Link](https://x.com/METhompson72/status/2016273956785791207)  2026-01-27T22:15Z 14.2K followers, [----] engagements


"@STEVETA00544440 Have a mega IPO incoming - Cayenne Copper"  
[X Link](https://x.com/METhompson72/status/2016771330285138413)  2026-01-29T07:12Z 14.2K followers, [--] engagements


"1 minute chart on Shanghai #COPPER Stops being triggered left right and centre"  
[X Link](https://x.com/METhompson72/status/2016862054204784884)  2026-01-29T13:12Z 14.2K followers, [----] engagements

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