# ![@SargentoHighwa4 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1361580100639195136.png) @SargentoHighwa4 Sargento Highway

Sargento Highway posts on X about gold, debt, $waf, $ivn the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1361580100639195136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1361580100639195136/c:line/m:interactions.svg)

- [--] Week [-----] +160%
- [--] Month [------] +315%
- [--] Months [-------] +370%
- [--] Year [-------] +151%

### Mentions: [--] [#](/creator/twitter::1361580100639195136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1361580100639195136/c:line/m:posts_active.svg)

- [--] Month [--] -33%
- [--] Months [---] +151%
- [--] Year [---] +40%

### Followers: [-----] [#](/creator/twitter::1361580100639195136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1361580100639195136/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] +6.80%
- [--] Months [-----] +25%
- [--] Year [-----] +34%

### CreatorRank: [-------] [#](/creator/twitter::1361580100639195136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1361580100639195136/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [formula 1](/list/formula-1)  [travel destinations](/list/travel-destinations)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[gold](/topic/gold) #4629, [debt](/topic/debt), [$waf](/topic/$waf), [$ivn](/topic/$ivn), [$pru](/topic/$pru), [cash flow](/topic/cash-flow), [money](/topic/money), [$cert](/topic/$cert), [$btg](/topic/$btg) #15, [jaguar](/topic/jaguar)

**Top accounts mentioned or mentioned by**
[@charlandodminas](/creator/undefined) [@loppencar](/creator/undefined) [@commodityrsr](/creator/undefined) [@toiletkingcap](/creator/undefined) [@schuldensuehner](/creator/undefined) [@lukaskovanda](/creator/undefined) [@locoswallstreet](/creator/undefined) [@gojuadorai](/creator/undefined) [@globenewswireorezonegoldannouncestransformationalexpansioninto](/creator/undefined) [@itoldya6](/creator/undefined) [@globenewswirealliedgoldtobeacquiredbyzijingoldinternational](/creator/undefined) [@931](/creator/undefined) [@mrierathelen](/creator/undefined) [@globenewswireivanhoeminesannouncesc500millionprivateplacement](/creator/undefined) [@ejkuehl](/creator/undefined) [@levensondavid](/creator/undefined) [@newsfileivanhoeminesexportscommencefromkamoakakulacopper](/creator/undefined) [@jauja88](/creator/undefined) [@newswiresandstormgoldroyaltiesannounces2024firstquarter](/creator/undefined) [@tokinho69](/creator/undefined)

**Top assets mentioned**
[Prudential Financial Inc (PRU)](/topic/$pru) [Certara, Inc. (CERT)](/topic/$cert) [Bitcoin Gold (BTG)](/topic/$btg) [ADT, Inc. (ADT)](/topic/$adt) [Soil (SOIL)](/topic/$soil) [Hecla Mining Company (HL)](/topic/$hl) [Agnico Eagle Mines Ltd. (AEM)](/topic/agnico-eagle) [Comtech Gold (CGO)](/topic/$cgo) [PIMCO Dynamic Income Fund (PDI)](/topic/$pdi) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Lunyr (LUN)](/topic/$lun) [Allied Gold Corporation (AAUC)](/topic/$aauc) [Oshkosh Corp. (OSK)](/topic/$osk) [The Sandbox (SAND)](/topic/$sand) [Frontline Ltd. (FRO)](/topic/$fro) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Baytex Energy Corp. (BTE)](/topic/$bte) [Cenovus Energy Inc. (CVE)](/topic/$cve) [r/CryptoCurrency Moons (MOON)](/topic/$moon) [Endeavour Silver Corp. (EXK)](/topic/$exk) [EQIFi (EQX)](/topic/$eqx) [Newmont Corporation (NEM)](/topic/$nem) [Carlyle Group, Inc. (CG)](/topic/$cg) [PAN American Silver Corp (PAAS)](/topic/$paas) [FISH (FISH)](/topic/$fish) [Navigator Exchange (NAVI)](/topic/$mmy) [Transocean LTD. (RIG)](/topic/$rig)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Tarachi Gold $TRGGF PEA for tailings project: NPV5% post-tax $26.6 million USD. IRR 103% Initial Capex $11M USD. Small operation [---] years 59k oz. Lets see how they get financed and if they are able to grow project. Mcap $14.4 M CAD"  
[X Link](https://x.com/SargentoHighwa4/status/1470758347129380870)  2021-12-14T14:11Z [----] followers, [--] engagements


"New position in $RIG Transocean LTD. The idea is getting at least 10% in my portfolio of these companies specialized in oil&gas services"  
[X Link](https://x.com/SargentoHighwa4/status/1479110402835312644)  2022-01-06T15:19Z [----] followers, [--] engagements


"Amazing Ivanhoe Mines $IVN https://vimeo.com/663982551/a4a47fa41f https://vimeo.com/663982551/a4a47fa41f"  
[X Link](https://x.com/SargentoHighwa4/status/1481066673281146883)  2022-01-12T00:53Z [----] followers, [--] engagements


"15/16 $TELL Tellurian. Financing and decission of building the LNG terminal before quarter ends"  
[X Link](https://x.com/SargentoHighwa4/status/1483369972365729794)  2022-01-18T09:25Z [----] followers, [--] engagements


"16/16 $GLNG Golar LNG FLNG contracts. BP will announce soon what happens with Gini and maybe a new one with another upstream operator Either way Q1 results will be big because they are printing money with Hilli"  
[X Link](https://x.com/SargentoHighwa4/status/1483369974156693510)  2022-01-18T09:25Z [----] followers, [--] engagements


"Important portfolio update for those of you that love asymmetric opportunities: Sold $ABRA and bought $OREA Orea Mining Corp (17% portfolio)"  
[X Link](https://x.com/SargentoHighwa4/status/1483754875859214338)  2022-01-19T10:55Z [----] followers, [--] engagements


"Weekly portfolio update. Sold $OREA last week I didn't like news report about constitutional court ruling. $GATO short calls/puts expired and wrote more put yesterday. Last week -296% mainly because $OSK had not reached agreement for JV which is good in the long term"  
[X Link](https://x.com/SargentoHighwa4/status/1496770742981210113)  2022-02-24T08:55Z [----] followers, [--] engagements


"$GLO near 52w lows $IVN near 52w highs"  
[X Link](https://x.com/SargentoHighwa4/status/1618743398915252224)  2023-01-26T22:51Z [----] followers, [---] engagements


"Today Ivanhoe Mines $IVN released development plan for Kamoa-Kakula. This image gives an idea of the scale of this unique mine"  
[X Link](https://x.com/SargentoHighwa4/status/1620052945743249412)  2023-01-30T13:34Z [----] followers, [---] engagements


"$RIG Transocean Ltd. Announces $392 Million Contract Award for Ultra-Deepwater Drillship"  
[X Link](https://x.com/SargentoHighwa4/status/1620537958762954752)  2023-01-31T21:42Z [----] followers, [---] engagements


"1/7 Portfolio update and some thoughts. You might notice that top position is the "iShares $ Treasury Bond 20+yr UCITS ETF""  
[X Link](https://x.com/SargentoHighwa4/status/1624831758955937804)  2023-02-12T18:04Z [----] followers, [----] engagements


"Near term catalysts in portfolio: * $TRLEF Trillion Energy should double production * $CGO Contango Holdings first met coal production/sell at a rate of 120ktpa"  
[X Link](https://x.com/SargentoHighwa4/status/1639560022869811201)  2023-03-25T09:29Z [----] followers, [----] engagements


"Contango Holdings $CGO minimum one month delay before first coal sales https://polaris.brighterir.com/public/contango_holdings/news/rns/story/w69dk9w https://polaris.brighterir.com/public/contango_holdings/news/rns/story/w69dk9w"  
[X Link](https://x.com/SargentoHighwa4/status/1640675227448274944)  2023-03-28T11:20Z [----] followers, [----] engagements


"$TCO Transatlantic Mining Corp added to portfolio this week. Nanocap having past high grade gold and copper producing mines. Quite a ride but with low volume"  
[X Link](https://x.com/SargentoHighwa4/status/1644003991766827012)  2023-04-06T15:47Z [----] followers, [---] engagements


"$PDI something good is brewing in Predictive Discovery. Yesterday it had positive movement with 3x the av volume. Someone always know"  
[X Link](https://x.com/SargentoHighwa4/status/1668850286297858049)  2023-06-14T05:18Z [----] followers, [---] engagements


"$ADT Adriatic Metals Rupice NW exploration: crazy grades overlapped bodies and indicate resource estimate in July. Want more They are building a mine"  
[X Link](https://x.com/SargentoHighwa4/status/1669115448346963969)  2023-06-14T22:51Z [----] followers, [----] engagements


"$PDI Predictive Discovery found some drill results after getting a warning call from ASX. NEB is very solid will be amazing converting inferred to indicated in pit shell. Other targets got some hits there is gold everywhere"  
[X Link](https://x.com/SargentoHighwa4/status/1670622540891299840)  2023-06-19T02:40Z [----] followers, [---] engagements


"This article summarizes why Sandstorm Gold $SAND is a buy"  
[X Link](https://x.com/SargentoHighwa4/status/1674520184223150081)  2023-06-29T21:19Z [----] followers, [---] engagements


"Sold my $PDI Predictive Discovery position and bought more $PRU Perseus Mining. I prefer allocating portfolio in highly undervalued miners like $PRU"  
[X Link](https://x.com/SargentoHighwa4/status/1679352330372743170)  2023-07-13T04:49Z [----] followers, [---] engagements


"This shitshow between $UEC and $PEN will end up pressuring uranium spot price as there were term contracts that now presumably will need to be fulfilled using the spot market. 700k lbs u3o8 near-term sales vs 210k lbs inventory"  
[X Link](https://x.com/SargentoHighwa4/status/1681528364354400256)  2023-07-19T04:56Z [----] followers, [---] engagements


"Perseus $PRU another West African cash cow. Beating mid year guidance and sitting on a pile of cash. It is a pity the situation in Sudan but on the other hand it is an opportunity to get (more) price discount"  
[X Link](https://x.com/SargentoHighwa4/status/1683976780556771329)  2023-07-25T23:05Z [----] followers, [---] engagements


"Adriatic Metals $ADT equity fundraise $30m at $3.30 AUD to accelerate exploration"  
[X Link](https://x.com/SargentoHighwa4/status/1688778928746270721)  2023-08-08T05:07Z [----] followers, [----] engagements


"Perseus $PRU expanding Yaoure mine life to [----]. They need to find around 150k oz/y operation for 2025-2026 to keep the current production level. Their choices are: develop meyas sand in sudan or M&A (or both)"  
[X Link](https://x.com/SargentoHighwa4/status/1703645155591335947)  2023-09-18T05:40Z [----] followers, [---] engagements


"From new corporate presentation Adriatic Metals $ADT"  
[X Link](https://x.com/SargentoHighwa4/status/1704005468371222598)  2023-09-19T05:32Z [----] followers, [----] engagements


"We got some sales yesterday in Equinox Gold $EQX after-market due to new $150M convertible notes to repay notes maturing next year"  
[X Link](https://x.com/SargentoHighwa4/status/1704006465092981079)  2023-09-19T05:36Z [----] followers, [---] engagements


"1/3 Portfolio update since my last update: * I exited from Trillion assuming losses thesis didn't work for me as developed wells production were 50% less than expected flows. * I added again Contango Resources at a lower price (for once trading works for me)"  
[X Link](https://x.com/SargentoHighwa4/status/1708610075646906388)  2023-10-01T22:29Z [----] followers, [----] engagements


"3/3 * Increased Georgia Capital and added StoneCo (Brazilian Payment/Banking services company)"  
[X Link](https://x.com/SargentoHighwa4/status/1708610077475618855)  2023-10-01T22:29Z [----] followers, [---] engagements


"2/3 * Increased position in gold miners funded or almost fully funded and developing mine: Artemis Ascot Marathon G-Mining * Added a small position in Bear Creek as I am interested on how it develops once they cleaned working capital. Trading position"  
[X Link](https://x.com/SargentoHighwa4/status/1708610078868222460)  2023-10-01T22:29Z [----] followers, [---] engagements


"Q3 Perseus Mining $PRU added another $72 million to its cash and cash equivalents balance totaling $594M. They will recommence definition drilling in Sudan project. If they can make it finally to construction it will be a big catalyst for the stock"  
[X Link](https://x.com/SargentoHighwa4/status/1716693346800783423)  2023-10-24T05:49Z [----] followers, [---] engagements


"Contango Holdings $CGO Volume x5 +2353% and no news. Will they finally announce how much shiny coal they are producing and selling"  
[X Link](https://x.com/SargentoHighwa4/status/1717289681270837513)  2023-10-25T21:19Z [----] followers, [---] engagements


"Adriatic Metals $ADT update earlier this week:"  
[X Link](https://x.com/SargentoHighwa4/status/1717806039704440963)  2023-10-27T07:30Z [----] followers, [---] engagements


"Newmont Corp $NEM Q3: produced [---] million ounces @ $1.426 AISC. They should be doing much better in Q4-2024 as Peasquito strike and technical issues in Ahafo get solved. Only Peasquito has incurred $78M opcost + $53M D&A with no output. Plus they are closing Newcrest buyout"  
[X Link](https://x.com/SargentoHighwa4/status/1718549794531016811)  2023-10-29T08:46Z [----] followers, [---] engagements


"Zhaojin did a proposal to acquire 100% Tietto $TIE shares for [---] AUD / share. Tietto is a producer that just made first gold pour in January [----] for his gold project in Cte dIvoire 145Moz Reserves / 385Moz Resources / 170k oz Au per year in current LOM plan"  
[X Link](https://x.com/SargentoHighwa4/status/1718883323831845232)  2023-10-30T06:51Z [----] followers, [---] engagements


"Court will decide in Panama over $FM First Quantum mining permission renewal. In case of international arbitrage this method is more safe than just pass a new bill revoking the permission congress granted unanimously just days ago. Crazy"  
[X Link](https://x.com/SargentoHighwa4/status/1720459491152396757)  2023-11-03T15:14Z [----] followers, [---] engagements


"1/2 $NETI ENETI INC. WTIV (Wind Turbine Installation Vessels) stock. In Q42023 it might combine its business with Cadeler if approved by shareholders. It will be the biggest WTIV company"  
[X Link](https://x.com/SargentoHighwa4/status/1720935741809647811)  2023-11-04T22:47Z [----] followers, [---] engagements


"$CGO Contango Holdings Some of these guys know: * If they are buying our met coal asset * If they are selling our met coal asset and * The price We just see something brewing"  
[X Link](https://x.com/SargentoHighwa4/status/1720942896210223526)  2023-11-04T23:15Z [----] followers, [---] engagements


"Adding a first lot of $NEM at this level. Newmont Mining Corporation"  
[X Link](https://x.com/SargentoHighwa4/status/1722338244346380581)  2023-11-08T19:40Z [----] followers, [---] engagements


"$ORE Orezone 3Q : 🔴Negative FCF -$4M 🔴AISC $1.306 vs $975 - $1075 guidance 🚩Insider trading before earnings 🔴YTD paying debt with issued shares warrants/options exercise The only good thing is that they are doing poor job on tier-3 country. Lot of torque for rerate"  
[X Link](https://x.com/SargentoHighwa4/status/1724710684116529318)  2023-11-15T08:47Z [----] followers, [----] engagements


"Portfolio update"  
[X Link](https://x.com/SargentoHighwa4/status/1724920057057202479)  2023-11-15T22:39Z [----] followers, [---] engagements


"1/2 I sold Contango Holdings $CGO my gut feeling is telling me to sell and so I did. I waited during the development the delays the first coal selling etc etc but at this point we should be talking abbout tonnes mined coal produced costs. Good luck to holders"  
[X Link](https://x.com/SargentoHighwa4/status/1729787377336361183)  2023-11-29T09:00Z [----] followers, [---] engagements


"And I bought Mongolian Mining (975 in Hong Kong) (credits to @mrierathelen for discovering this gem [--] years ago): ➡Giant coking coal producer in mongolia ➡PER must be x2 H1 results were stellar ➡They fully repaid [----] Senior Notes ($341M 9.25%)"  
[X Link](https://x.com/SargentoHighwa4/status/1729787379475505347)  2023-11-29T09:00Z [----] followers, [---] engagements


"$IVN break resistance I will buy more. Target is having 35-4% portfolio in this stock There is copper again in portfolio + Entree Resources https://t.co/xRJ0q6MH5v There is copper again in portfolio + Entree Resources https://t.co/xRJ0q6MH5v"  
[X Link](https://x.com/SargentoHighwa4/status/1730345237778763987)  2023-11-30T21:57Z [----] followers, [---] engagements


".And more offer destruction for Copper"  
[X Link](https://x.com/SargentoHighwa4/status/1733429882451865950)  2023-12-09T10:14Z [----] followers, [---] engagements


"Natgas in Canada look also like having no floor"  
[X Link](https://x.com/SargentoHighwa4/status/1734112600319779009)  2023-12-11T07:27Z [----] followers, [---] engagements


"Ivanhoe Mines announced $500M CAD private placement at $12CAD. Today closed at $12.26. Lots of things moving next year: ➡Smelter ➡Kamoa-kakula expansion ➡Platreef ➡WF exploration https://ceo.ca/@globenewswire/ivanhoe-mines-announces-c500-million-private-placement https://ceo.ca/@globenewswire/ivanhoe-mines-announces-c500-million-private-placement"  
[X Link](https://x.com/SargentoHighwa4/status/1734708663217004917)  2023-12-12T22:55Z [----] followers, [---] engagements


"I bought some Oil&Gas yesterday as I see too much bearinesh lately (myself included) and both stocks & oil look flushed: ➡Frontera Energy Corp ➡Crescent Point Energy Cop. ➡BTE ➡Chevron"  
[X Link](https://x.com/SargentoHighwa4/status/1734934655734849619)  2023-12-13T13:53Z [----] followers, [---] engagements


"If $PRU could get Meyas Sand proyect into construction. Imagine how good for this gold mining stock unlocking the value of this asset in his portfolio. And they have enough cash to buy advanced proyects or why not. producers"  
[X Link](https://x.com/SargentoHighwa4/status/1735445501586129145)  2023-12-14T23:43Z [----] followers, [---] engagements


"@ejkuehl @levenson_david @Schuldensuehner What is C"  
[X Link](https://x.com/SargentoHighwa4/status/1736124917995729107)  2023-12-16T20:43Z [----] followers, [--] engagements


"Difficult time driving from germany to czechia but finally got to the christmas party on time Hope you all had a memorable time with your families. Charge your batteries because [----] will be amazing"  
[X Link](https://x.com/SargentoHighwa4/status/1739392772400922797)  2023-12-25T21:08Z [----] followers, [---] engagements


"Added today $BATS British American Tobacco to portfolio. PER [--] dividend yield approx 8%"  
[X Link](https://x.com/SargentoHighwa4/status/1740044422367306208)  2023-12-27T16:18Z [----] followers, [---] engagements


"West African Resources completes first $100M debt drawdown for Kiaka construction. They don't even need the debt as they are printing money at this gold price and cash flow is enough to pay construction capex but their balance sheet gets much stronger"  
[X Link](https://x.com/SargentoHighwa4/status/1742072210859176436)  2024-01-02T06:35Z [----] followers, [---] engagements


"This is an important milestone for kamoa-kakula (Ivanhoe Mines $IVN copper mine) as it simplifies concentrate transport https://ceo.ca/@newsfile/ivanhoe-mines-exports-commence-from-kamoa-kakula-copper https://ceo.ca/@newsfile/ivanhoe-mines-exports-commence-from-kamoa-kakula-copper"  
[X Link](https://x.com/SargentoHighwa4/status/1742178128498200767)  2024-01-02T13:36Z [----] followers, [---] engagements


"Yesterday I bought $FRO $INSW $ECO and $STNG . More or less I have 12% portfolio in tankers now MAP OF THE DAY: Sometimes a picture is worth a thousand words. Container ships heading toward Europe and/or North America with almost all avoiding the Red Sea (red). More than two weeks after the launch of US-led 'Prosperity Guardian' the Houthis still rule in the Red Sea. https://t.co/JK0oLMkvlA MAP OF THE DAY: Sometimes a picture is worth a thousand words. Container ships heading toward Europe and/or North America with almost all avoiding the Red Sea (red). More than two weeks after the launch of"  
[X Link](https://x.com/SargentoHighwa4/status/1742579825200525494)  2024-01-03T16:13Z [----] followers, [---] engagements


"@LukasKovanda The only sad thing is that we don't have mechanisms to kick out of EU countries that after enjoying during [--] years the benefits of european single market do not adopt euro"  
[X Link](https://x.com/SargentoHighwa4/status/1743713172576501822)  2024-01-06T19:16Z [----] followers, [---] engagements


"Sandstorm Gold $SAND Q4 Sales & Revenues: ➡Sales [------] GEOs (*) vs [------] last year ➡Revenues $463M vs $384M last year ➡Cost of sales: $4.9M vs $5.5M last year Good performance but it will be important to look into the detailed quarterly report (*)Gold Equivalent Ounces"  
[X Link](https://x.com/SargentoHighwa4/status/1744843021420573049)  2024-01-09T22:06Z [----] followers, [---] engagements


"And. after Niger coup the uranium was still there"  
[X Link](https://x.com/SargentoHighwa4/status/1744848429048611004)  2024-01-09T22:27Z [----] followers, [---] engagements


"Ivanhoe Mines $IVN Construction activities and underground development at the Kipushi mine are progressing ahead of schedule with first production expected in the second quarter of [----] zinc-copper-germanium-silver"  
[X Link](https://x.com/SargentoHighwa4/status/1747513013677047818)  2024-01-17T06:55Z [----] followers, [---] engagements


"Ascot Resources $AOT got their financing for the budget gap 10% dillution royalty restructuring debt facility. this is the market to get USD 50M + CAD 25M As Rick Rule recently said: (market) good for the debt writers bad for the issuer"  
[X Link](https://x.com/SargentoHighwa4/status/1749567382694101352)  2024-01-22T22:59Z [----] followers, [---] engagements


"OMG I didn't read this news release about Perseus $PRU Perseus Mining Limited . takeover offer (Offer) for all of the issued shares in OreCorp Limited (ASX: ORR) (OreCorp) that it does not already own (OreCorp Shares) for cash consideration of A$0.55 per OreCorp Share"  
[X Link](https://x.com/SargentoHighwa4/status/1749570968706498827)  2024-01-22T23:13Z [----] followers, [---] engagements


"Adriatic Metals $ADT ➡"A few weeks delay" due to shipping situation with Canal de Suez issue ➡All project related infrastructure finished ➡First debt repayment rescheduled for EOY24 instead of mid'24 ➡Fully funded for rampup @LocosWallStreet not the news we were expecting"  
[X Link](https://x.com/SargentoHighwa4/status/1749921984706641941)  2024-01-23T22:28Z [----] followers, [----] engagements


"Perseus Mining $PRU another Q printing cash: Gold ounces produced: 128k Notional cash flow: 122M USD Cash: 642M USD Listed securitied: $60M USD Undrawn debt: $300M USD 1B USD avaialable to replace depletion in 1-2 years timeline. They did it in the past and they will do again"  
[X Link](https://x.com/SargentoHighwa4/status/1749934697931817207)  2024-01-23T23:18Z [----] followers, [---] engagements


"Sold on friday (breakeven) yes butter hands. Bought today $MC Louis Vuitton $MMM bough a small position for trading. Should be bouncing to $100. https://t.co/Zd1giJGIVF $MMM bough a small position for trading. Should be bouncing to $100. https://t.co/Zd1giJGIVF"  
[X Link](https://x.com/SargentoHighwa4/status/1751965148913217649)  2024-01-29T13:46Z [----] followers, [---] engagements


"Sold $AOT Ascot Resources If there is pullback I will buy again"  
[X Link](https://x.com/SargentoHighwa4/status/1752584182264418670)  2024-01-31T06:46Z [----] followers, [---] engagements


"Less ounces = higher AISC. [----] is transition year to double production when kiaka is online in [----]. $WAF is a [--] year investment"  
[X Link](https://x.com/SargentoHighwa4/status/1754646495108776230)  2024-02-05T23:21Z [----] followers, [---] engagements


"B2Gold $BTO [----] GUIDANCE: 860k-940k oz Au vs [---] Moz Au [----] actual AISC $1360-$1420 / oz Au vs $1200/oz [----] est. Tough year ahead for B2Gold See additional CAPEX required for Goose Project"  
[X Link](https://x.com/SargentoHighwa4/status/1755360571157872662)  2024-02-07T22:39Z [----] followers, [---] engagements


"What is the difference /FINANCING (is complete are there any gaps structure) /QUALITY OF CONTRACTOR/MANAGEMENT (e.g. G-Mining) /EXECUTION (budget timeline) /TIME SINCE FS (inflationary powers) /RAMP-UP (is according to the plan) /PROFITABILITY (discount vs NPV IRR"  
[X Link](https://x.com/SargentoHighwa4/status/1755363367651365266)  2024-02-07T22:50Z [----] followers, [---] engagements


"Last week bough this Lithium explorer in Australia pending assays on one of his projects that should be released today"  
[X Link](https://x.com/SargentoHighwa4/status/1757168567659696399)  2024-02-12T22:23Z [----] followers, [---] engagements


"Surge Battery Metals $NILI look good to add and play the next catalysts (MRE coming soon)"  
[X Link](https://x.com/SargentoHighwa4/status/1757170148526469584)  2024-02-12T22:29Z [----] followers, [---] engagements


"SSR Mining landslide in Turkey had effect on other stocks /Hardened regulation from Turkey authorities for other heap leach operations: Centerra Eldorado /Delayed projects: Hod maden might get moved [----] target this impacts on Sandstorm Gold"  
[X Link](https://x.com/SargentoHighwa4/status/1757684768030744734)  2024-02-14T08:34Z [----] followers, [---] engagements


"OreCorp Transaction: Perseus $PRU offered $055 All cash vs $015 + [-----] shares from SilverCorp that if I am not wrong it all is $049. At this point if I were a OreCorp shareholder I have a clear idea of what I prefer"  
[X Link](https://x.com/SargentoHighwa4/status/1757900108048302503)  2024-02-14T22:50Z [----] followers, [---] engagements


"@LukasKovanda From inflation skyrocketing to deflation in Q3-Q4"  
[X Link](https://x.com/SargentoHighwa4/status/1758044488428093629)  2024-02-15T08:24Z [----] followers, [---] engagements


"Oh god give me the serenity to accept the things I cannot change and the courage to buy again $FEC when they announce $0 CAPEX in Guyana + dividends + $425 EBITDA guidance Oil&Gas portfolio update: ➡Birchcliff Energy $BIR Alberta Gas ➡Saturn Oil&Gas $SOIL The leverage play ➡Kistos $KIST good risk/reward at this price 📤Exit from $FEC as I do not have enough confidence on their strategy with Guyana project Other stock: $BTE and $CVE https://t.co/gNBBDcbopX Oil&Gas portfolio update: ➡Birchcliff Energy $BIR Alberta Gas ➡Saturn Oil&Gas $SOIL The leverage play ➡Kistos $KIST good risk/reward at"  
[X Link](https://x.com/SargentoHighwa4/status/1758246816271716529)  2024-02-15T21:48Z [----] followers, [---] engagements


"Sandstorm Gold [----] $SAND results They lose big portion of Mercedes royalty and as expected they are guiding fewer GEOs. We investors rely on: 🟢No more mercedes-like shitshows 🟢Debt rates (SOFR) / reduction 🟢Gold price I keep my conviction long term"  
[X Link](https://x.com/SargentoHighwa4/status/1758259764356608093)  2024-02-15T22:39Z [----] followers, [---] engagements


"$NEM Newmont Mining results are a turd. No imporovement over last quarter and $1.400 AISC guidance for me is uninvestable in a company like that. If I want ultra leverage to gold price I already have shit like Bear Creek Mining"  
[X Link](https://x.com/SargentoHighwa4/status/1760932598346387881)  2024-02-23T07:40Z [----] followers, [---] engagements


"@Jauja88 NEM mucho menos riesgo. BCM es una minera con un operacin inviable a estos precios y a los niveles de produccin que presentan. Y dentro de las grandes tienes otras opciones con menos riesgo que NEM como por ejemplo Agnico Eagle Mines"  
[X Link](https://x.com/SargentoHighwa4/status/1760944974999302615)  2024-02-23T08:29Z [----] followers, [--] engagements


"Finally first concentrate in Vares. Adriatic Metals $ADT"  
[X Link](https://x.com/SargentoHighwa4/status/1762731555087135211)  2024-02-28T06:48Z [----] followers, [----] engagements


"Gold $2070 level is key. After four previous attempts is this the breakout we were expecting"  
[X Link](https://x.com/SargentoHighwa4/status/1765295119542968821)  2024-03-06T08:35Z [----] followers, [---] engagements


"Saturn Oil&Gas $SOIL Everything as expected. Bring more Qs and pay down debt. This is my most leveraged play in o&g"  
[X Link](https://x.com/SargentoHighwa4/status/1768036708329611469)  2024-03-13T22:09Z [----] followers, [---] engagements


"Sandstorm Gold $SSL Q1 not good (as expected) after reducing ounces from Mercedes royalty. I keep my conviction in the long term but I am out. Maybe will thing in return after Q2 because some royalties will come online by H2. https://ceo.ca/@newswire/sandstorm-gold-royalties-announces-2024-first-quarter https://ceo.ca/@newswire/sandstorm-gold-royalties-announces-2024-first-quarter"  
[X Link](https://x.com/SargentoHighwa4/status/1777437197215363434)  2024-04-08T20:43Z [----] followers, [---] engagements


"Finally $PRU gets a project to replace gold reserves depletion in 2026: "Perseus is pleased to announce that Silvercorp Metals Inc (Silvercorp) has accepted the Perseus Offer""  
[X Link](https://x.com/SargentoHighwa4/status/1778293917777068278)  2024-04-11T05:28Z [----] followers, [---] engagements


"Shitco Warning: Sold half Centerra Gold $CG and put the money in Cerrado Gold $CERT Minera Don Nicolas in Argentina: ➡50k Au oz/year producer ➡$1.200 AISC after heap leach operation + new pit april Improved balance sheet after selling asset. Iron project $235M FCF/year"  
[X Link](https://x.com/SargentoHighwa4/status/1778797714417099132)  2024-04-12T14:49Z [----] followers, [----] engagements


"Ascot Resources $AOT first gold pour in Premier Gold Project next steps are commissioning of the carbon-in-leach (CIL) circuit and ramp-up to nameplate capacity"  
[X Link](https://x.com/SargentoHighwa4/status/1782525495453630837)  2024-04-22T21:42Z [----] followers, [---] engagements


"Adriatic Metals $ADT.asx current development vs scheduled. Getting back on track after taking over mining activities from contractors. Please note figures are LOM avg and not exactly apples to apples"  
[X Link](https://x.com/SargentoHighwa4/status/1782536957521731665)  2024-04-22T22:28Z [----] followers, [----] engagements


"Finally I reduced some exposure at $45/lb; sold some $IVN and $LUN (approx 35%). Copper if weekly close is above last resistance ($3.95/lb) we must think on next target. I think I will reduce some exposure at $419/lb https://t.co/o3UUoDwbN1 Copper if weekly close is above last resistance ($3.95/lb) we must think on next target. I think I will reduce some exposure at $419/lb https://t.co/o3UUoDwbN1"  
[X Link](https://x.com/SargentoHighwa4/status/1783601875788464532)  2024-04-25T20:59Z [----] followers, [---] engagements


"Sold half $BTE and a few $CVE Oil&Gas portfolio update: ➡Birchcliff Energy $BIR Alberta Gas ➡Saturn Oil&Gas $SOIL The leverage play ➡Kistos $KIST good risk/reward at this price 📤Exit from $FEC as I do not have enough confidence on their strategy with Guyana project Other stock: $BTE and $CVE https://t.co/gNBBDcbopX Oil&Gas portfolio update: ➡Birchcliff Energy $BIR Alberta Gas ➡Saturn Oil&Gas $SOIL The leverage play ➡Kistos $KIST good risk/reward at this price 📤Exit from $FEC as I do not have enough confidence on their strategy with Guyana project Other stock: $BTE and $CVE"  
[X Link](https://x.com/SargentoHighwa4/status/1783602454321324266)  2024-04-25T21:02Z [----] followers, [---] engagements


"One didn't need a crystal ball because Orion is not a mine operator. At this point I wouldn't mind to be a $EQX shareholder. at the right price. https://www.equinoxgold.com/news/equinox-gold-consolidates-ownership-of-the-greenstone-gold-mine-arranges-term-loan-and-bought-deal-equity-financing/ https://www.equinoxgold.com/news/equinox-gold-consolidates-ownership-of-the-greenstone-gold-mine-arranges-term-loan-and-bought-deal-equity-financing/"  
[X Link](https://x.com/SargentoHighwa4/status/1783603862642778420)  2024-04-25T21:07Z [----] followers, [---] engagements


"$PRU $700M in cash a recently acquired project in Tanzania (Nyanzaga - ex Orecorp) a project stopped in Sudan (Meyas Sand - ex Orca) and are desperate to replace depletion in 2-3 years. I have the feeling that in [--] years they will be able to have [--] new mines. Save this tweet"  
[X Link](https://x.com/SargentoHighwa4/status/1783606172257309035)  2024-04-25T21:17Z [----] followers, [---] engagements


"@tokinho69 Depends on the price. If we see a $100-200 drop on gold price $EQX might be punished harder than sector average"  
[X Link](https://x.com/SargentoHighwa4/status/1783741888488485257)  2024-04-26T06:16Z [----] followers, [---] engagements


"$SOIL acquisition: 🟢 Accretive on boed/share 🟢 More leverage 🟢 Debt gets restructured. 🟢 13k boe/d 96% liquids (vs current 25k boe/d production) +25% dilution offset by free funds flow (+64%). If WTI holds at $75-85 range this is my choice. https://ceo.ca/@newswire/saturn-oil-gas-inc-announces-525-million-accretive https://ceo.ca/@newswire/saturn-oil-gas-inc-announces-525-million-accretive"  
[X Link](https://x.com/SargentoHighwa4/status/1787743908044185607)  2024-05-07T07:18Z [----] followers, [---] engagements


"Portfolio update. Reduced half of my $BTE position and bought more $SOIL Saturn Oil & Gas to not get diluted after last acquisition"  
[X Link](https://x.com/SargentoHighwa4/status/1788807064115888183)  2024-05-10T05:43Z [----] followers, [----] engagements


"Sold my Centerra Gold $CG undervalued but cannot wait forever to catalysts and bought B2Gold $BTG that should have pending permission in Mali by June"  
[X Link](https://x.com/SargentoHighwa4/status/1790757776261620123)  2024-05-15T14:54Z [----] followers, [---] engagements


"I sold my main copper stocks (Ivanhoe Mines $IVN Lundin Mining $LUN and Entree Resources $ETG). It has been a fantastic ride since November but now the risk-reward is not as good as was [--] months ago"  
[X Link](https://x.com/SargentoHighwa4/status/1791225924567941397)  2024-05-16T21:55Z [----] followers, [---] engagements


"Saturn Oil & Gas Inc. Announces US$625M Notes Due [----] Part of the Saskatchewan transaction: US$625 millioncommitted debt financing that will replace the Company's existing term loan at a significantly reduced interest rate reduced hedging and no dev cap restrictions"  
[X Link](https://x.com/SargentoHighwa4/status/1798112354787582009)  2024-06-04T21:59Z [----] followers, [---] engagements


"Cerrado Gold $CERT Q1 production [-----] GEO .production for March April and May exceeded [-----] ounces supporting the ongoing turnaround of operations at MDN Application to remove Cease Trade Order Underway One of my best shitcos"  
[X Link](https://x.com/SargentoHighwa4/status/1806083792467345409)  2024-06-26T21:55Z [----] followers, [---] engagements


"3/n: Adriatic Metals is facing issues with rights on areas planned for their future tailing storage facility. Operations aren't impacted as they're using another site for their current TSF. Honestly this isn't a major concern. IMHO $ADT"  
[X Link](https://x.com/SargentoHighwa4/status/1814307690438386152)  2024-07-19T14:33Z [----] followers, [---] engagements


"4/n Orezone: One day I'll invest as it aligns with my 1-2 year timeline and has expansion plans. But I'm concerned about their current free cash flow. Q2 grade is lower than expected. Let's see their financials in the coming weeks. $ORE"  
[X Link](https://x.com/SargentoHighwa4/status/1814308898490233072)  2024-07-19T14:38Z [----] followers, [---] engagements


"Last update: Victoria Gold was in my portfolio months ago. An accident in their heap leach pad resulted in spills. The worst situation for a single-asset miner. As investors our best safeguard against the many risks of mining is DIVERSIFICATION. Main rule: SURVIVE the market"  
[X Link](https://x.com/SargentoHighwa4/status/1814312466471346547)  2024-07-19T14:52Z [----] followers, [---] engagements


"I'm pounding the table for Adriatic Metals $ADT at this price. Delays in ramp-up capital raise TSF uncertainty and the CEO departure are now in the rearview mirror. They should currently be stoping ore and producing concentrate. FCF positive coming soon. Key leadership changes as we transition into steady-state production. Read the announcement in full: https://t.co/O5C5Pb4J9K https://t.co/BXVPQ0BOpY Key leadership changes as we transition into steady-state production. Read the announcement in full: https://t.co/O5C5Pb4J9K https://t.co/BXVPQ0BOpY"  
[X Link](https://x.com/SargentoHighwa4/status/1821662439945158856)  2024-08-08T21:39Z [----] followers, [----] engagements


"Cerrado Gold not cerrado anymore: First half of [----] production of [-----] GEO . Company is guiding for [----] total production of between 50000-60000 GEO AISC between US$1200-US$1400/oz. Expect improved balance sheet by end of year if they deliver. We have resumed trading on the TSX Venture Exchange under the symbol $CERT https://t.co/GTcRIGgnA7 We have resumed trading on the TSX Venture Exchange under the symbol $CERT https://t.co/GTcRIGgnA7"  
[X Link](https://x.com/SargentoHighwa4/status/1821664798309785617)  2024-08-08T21:48Z [----] followers, [---] engagements


"2/n The company is five quarters away of processing hard rock (late [----] that should led to 50% increase in gold production). They are fully financed for expansion with some debt and a recently closed private placement"  
[X Link](https://x.com/SargentoHighwa4/status/1821672124773495106)  2024-08-08T22:17Z [----] followers, [--] engagements


"3/n This stock is a clear undeperformer due to high cost and high capex relocating villages but fits my playbook of investing 1-2 years before a expansion that improves cash flows. However I already have too much exposure to Burfina Fase with $WAF"  
[X Link](https://x.com/SargentoHighwa4/status/1821672126912385167)  2024-08-08T22:17Z [----] followers, [---] engagements


"Talking about Burkina Faso from $WAF New Mining Code analysis:"  
[X Link](https://x.com/SargentoHighwa4/status/1821673690968551527)  2024-08-08T22:23Z [----] followers, [---] engagements


"Osisko Mining $OSK to be acquired by Gold Fields at a price of C$4.90 per Share (all-cash transaction)- FD value: C$2.16 billion 55% premium to the 20day VWA Not bad ending for this story. M&A getting hot"  
[X Link](https://x.com/SargentoHighwa4/status/1823008073557971096)  2024-08-12T14:46Z [----] followers, [---] engagements


"1/2 I am a Silvercorp shareholder $SVM after Adventus acquisition. They released quarterly finns today: 🟢$40M cash flow from operations 🟢$16M spent in PPE (CAPEX) 🟢1.7M Oz Ag @ $982/oz AISC (after by-product credits) 🟢$215.7 million in cash + $108.2 investment portfolio"  
[X Link](https://x.com/SargentoHighwa4/status/1823610732988047788)  2024-08-14T06:40Z [----] followers, [---] engagements


"2/2 This is the company that should unlock value from Adventus assets (El Domo in first place and Condor later) in Ecuador"  
[X Link](https://x.com/SargentoHighwa4/status/1823610735844343908)  2024-08-14T06:40Z [----] followers, [---] engagements


"Just remember $WAF Kiaka project has 2P reserves grading 091g/t Au"  
[X Link](https://x.com/SargentoHighwa4/status/1823707221080854694)  2024-08-14T13:04Z [----] followers, [---] engagements


"Perseus $PRU acquired 1382% of Predictive Discovery shares + 345% in equity swaps. Predictive asset in Guinea has a PFS guiding 250k oz/y during [--] years at low 1k USD AISC. $456M capex. Perseus is sitting on a pile of $600M cash that they will deploy to M&A + development"  
[X Link](https://x.com/SargentoHighwa4/status/1824005702332961195)  2024-08-15T08:50Z [----] followers, [---] engagements


"@Charlandodminas looks like that $SHITCO we analyzed is starting to take off 🚀Q2 financial statements coming soon"  
[X Link](https://x.com/SargentoHighwa4/status/1827096651368218783)  2024-08-23T21:32Z [----] followers, [---] engagements


"The day is today. I just opened a small position because I have too much capital allocated in Burkina Faso (WAF). Everybody that was expecting short-term FCF I think is already gone and I am ready to wait 1-2 years until we get the profits from expansion. 4/n Orezone: One day I'll invest as it aligns with my 1-2 year timeline and has expansion plans. But I'm concerned about their current free cash flow. Q2 grade is lower than expected. Let's see their financials in the coming weeks. $ORE https://t.co/J0IXOILiBI 4/n Orezone: One day I'll invest as it aligns with my 1-2 year timeline and has"  
[X Link](https://x.com/SargentoHighwa4/status/1827098958860316821)  2024-08-23T21:41Z [----] followers, [---] engagements


"Cerrado Gold $CERT Q2 financial report available in SEDAR: 🟢Sold [------] GEO inc. [------] oz Au 🟢AISC $1.233 🟢Income from operations $9M EBITDA $146M 🔴Net Income $1M ($5M loss on foreign exchange) 🔴OpCF $38M 🔴Working capital deficit -62M / $14M promissory notes"  
[X Link](https://x.com/SargentoHighwa4/status/1828921423961936207)  2024-08-28T22:23Z [----] followers, [---] engagements


"Summary: Good from operations perspective Loss from foreign exchange is a BIG drag. But this is really more country-dependant. They have yet to work in balance sheet improvement. It is true that they are to receive $45M from Amarillo following two years but short term"  
[X Link](https://x.com/SargentoHighwa4/status/1828921426029474059)  2024-08-28T22:23Z [----] followers, [---] engagements


"Shit sandwich recipe: bad news after good news. Still very undervalued stock even pricing capex overrun for goose project https://ceo.ca/@GlobeNewswire/b2gold-announces-goose-project-update-project-construction https://ceo.ca/@GlobeNewswire/b2gold-announces-goose-project-update-project-construction"  
[X Link](https://x.com/SargentoHighwa4/status/1834489344440090957)  2024-09-13T07:08Z [----] followers, [---] engagements


"@loppencar @GustavoBolsa @ShitValueFund @gabcasla @Charlandodminas Well this list mix projects already producing with projects funded in development or ramping up with projects whose capital structure has yet to be figured out. Not apples to apples but good list"  
[X Link](https://x.com/SargentoHighwa4/status/1841018761295417790)  2024-10-01T07:34Z [----] followers, [--] engagements


"Last Friday I added Pago Seguro $PAGS to portfolio. It is ultra cheap (value investor mode) and they have a $200M buyback program which is substantial given it is a low cap company"  
[X Link](https://x.com/SargentoHighwa4/status/1843186818910695434)  2024-10-07T07:09Z [----] followers, [---] engagements


"$WAF Burkina Faso"  
[X Link](https://x.com/SargentoHighwa4/status/1843547982064402584)  2024-10-08T07:04Z [----] followers, [---] engagements


"Portfolio performance (base currency EUR): 🟢1 year: +7666% 🟢YTD: +4143% Enjoying the comeback Gold focused strategy with reduced exposure to juniors/explorers delivered results"  
[X Link](https://x.com/SargentoHighwa4/status/1845228048720793789)  2024-10-12T22:20Z [----] followers, [---] engagements


"@Charlandodminas $CERT Cerrado Gold production update: 🟢Q3 [------] oz Au (vs [------] previous Q) 🟢US$12m repaid in current liabilities since March 🟢Calandrias Norte CIL extended one month into [----] (previous estimation was no production in 2025) 🟢300.000 tpm crushing capacity has been reached using mobile crushers (nominal HL capacity for the 2025-2028 period) Argentina"  
[X Link](https://x.com/SargentoHighwa4/status/1846652911427928302)  2024-10-16T20:42Z [----] followers, [---] engagements


"Orezone $ORE Q production as shitty as rest of [----] but they produced a lot during first [--] days in october and they promise match the guidance (read this with irony). What did they say in Q2 "Q2 was scheduled to be the lowest grade quarter in 2024" Q3 grade 063g/t vs Q2 [---] g/t"  
[X Link](https://x.com/SargentoHighwa4/status/1846897354311409983)  2024-10-17T12:53Z [----] followers, [---] engagements


"What happens with Hecla Mining $HL Q3 production update Should have been released days ago"  
[X Link](https://x.com/SargentoHighwa4/status/1847279564810043672)  2024-10-18T14:12Z [----] followers, [---] engagements


"As expected a lifeline at the cost of more dilution. $AOT Ascot Resources"  
[X Link](https://x.com/SargentoHighwa4/status/1848630248235057162)  2024-10-22T07:39Z [----] followers, [---] engagements


"Adriatic Metals $ADT TSF permission granted they will use former Veovaca pit. Now lets unveil production rates next week. Despus los alumnos de la III Edicin del Curso de Materias Primas y Energa han tenido un directo con @SargentoHighwa4 donde ha repasado muchas compaas que han servido de ejemplo en el curso A saber: 🔹Adriatic Metals $ADT 🔹Ascot Resources $AOT TSE: AOT 🔹G-Mining $GMIN https://t.co/6rMlwIq2DG Despus los alumnos de la III Edicin del Curso de Materias Primas y Energa han tenido un directo con @SargentoHighwa4 donde ha repasado muchas compaas que han servido de ejemplo en el"  
[X Link](https://x.com/SargentoHighwa4/status/1849696072936923383)  2024-10-25T06:14Z [----] followers, [---] engagements


"Adriatic Metals $ADT expected update going into commercial production market is paying more attention to their cash levels as there is a first principal repayment by end of year ($18m) They need to double the current monthly ore production to +60kt per month to achieve nameplate 800ktpa"  
[X Link](https://x.com/SargentoHighwa4/status/1850792633154830570)  2024-10-28T06:52Z [----] followers, [----] engagements


"$STNG $DHT Scorpio Tankers snaps up $89m of DHT shares Imagine Bugbee telling to the board: we are buying to willing sellers at the current fair market price"  
[X Link](https://x.com/SargentoHighwa4/status/1851597474458137060)  2024-10-30T12:10Z [----] followers, [---] engagements


"$CERT Cerrado Receives Notice From Hochschild Subsidiary to Exercise Its Option to Acquire the Monte Do Carmo Gold Project.Amarillo will make further cash payments to Cerrado totaling US$30 million (approximately C$41M) in aggregate (the "Exercise Consideration") prior to the date of the closing of the Transaction. Plus US$15M after payable at certain milestones following Closing"  
[X Link](https://x.com/SargentoHighwa4/status/1851598895488360568)  2024-10-30T12:15Z [----] followers, [---] engagements


"Portfolio update: I was lucky to unload big portion of Ascot at a fair price. Added more Georgia Capital to get it 10% position size. Countries for top [--] positions are: Burkina Faso (WAF) Brazil (PAGS) Georgia (CGEO) Argentina (CERT) Cerrado Gold and Monument Mining made their way to top [--] after almost 100% return since buy"  
[X Link](https://x.com/SargentoHighwa4/status/1852637964892770636)  2024-11-02T09:04Z [----] followers, [----] engagements


"$CERT Cerrado Closes Transaction With Hochschild Subsidiary For Sale of Monte Do Carmo Gold Project Closing cash payment of US$30 million received Additional US$15 million future payments due to Cerrado"  
[X Link](https://x.com/SargentoHighwa4/status/1854289019078639996)  2024-11-06T22:25Z [----] followers, [---] engagements


"Sold my Hecla Mining $HL I will be a buyer again maybe in the low 5s. This year I went from having a highly leveraged portfolio (150%) focused on precious metals to an unleveraged portfolio with only a quarter allocated to precious metals"  
[X Link](https://x.com/SargentoHighwa4/status/1854415640032944467)  2024-11-07T06:48Z [----] followers, [----] engagements


"Just two words. Fiscal dominance. FED forced to ease given high interest payments on debt. This train has QE at the next stop. Bond yields will keep increasing because market players expect hot economy (easing while activity data is high) https://www.crfb.org/blogs/interest-costs-just-surpassed-defense-and-medicare https://www.crfb.org/blogs/interest-costs-just-surpassed-defense-and-medicare"  
[X Link](https://x.com/SargentoHighwa4/status/1854660392536158348)  2024-11-07T23:01Z [----] followers, [---] engagements


"PagSeguro $PAGS is my top position. Q3 is out and numbers are good: Total rev: [-----] mm brl +6% QoQ Gross profit: [-----] mm brl +42% QoQ Net Income: [---] mm brl +56% QoQ EPS Dilluted: [---] brl +64% QoQ 73MM USD invested in buybacks (3%mcap)"  
[X Link](https://x.com/SargentoHighwa4/status/1856813284370051073)  2024-11-13T21:35Z [----] followers, [----] engagements


"From having one foot in the grave to just a toe inand approving a buyback program: Cerrado Gold $CERT Files Notice to Implement Normal Course Issuer Bid The NCIB will commence on November [--] [----] and will terminate on the earlier of (i) the Company purchasing [-------] Common Shares (ii) the Company providing notice of termination of the NCIB and (iii) November [--] 2025"  
[X Link](https://x.com/SargentoHighwa4/status/1856816835741745379)  2024-11-13T21:50Z [----] followers, [---] engagements


"$ADT Adriatic Metals: Good - Total ore mined in [----] to the end of November reached [------] tonnes (t) with approximately 40000t expected in December Good - Guidance for [----] remains unchanged at [------] - 800000t of ore mined. Good - Tailings Storage Facility (Veovaca TSF) is progressing well with first tailings disposal to take place in January [----] with no impact on production. Good - OMF Fund III F Ltd (Orion) has agreed to reschedule the first quarterly debt repayment of approximately $19m from [--] December [----] to [--] March [----] Good - Adriatic has signed a term sheet for a $25m concentrate"  
[X Link](https://x.com/SargentoHighwa4/status/1867114148296802637)  2024-12-12T07:47Z [----] followers, [----] engagements


"It's been two months since my last update Here's a fresh look at my investment portfolio: 📈📊. Markets have been pretty dull for me. I sold Cerrado Gold ($CERT) as I don't believe their heap leach operation will perform well judging by its [----] results"  
[X Link](https://x.com/SargentoHighwa4/status/1887632503302742526)  2025-02-06T22:40Z [----] followers, [---] engagements


"After yesterdays news I decided it was a good time to take profits from the Ukrainian trade. I bought ERO COPPER $ERO because I started seeing the usual fintwit memes that tell me its time to buy"  
[X Link](https://x.com/SargentoHighwa4/status/1890300925031387312)  2025-02-14T07:23Z [----] followers, [---] engagements


"$ADT Adriatic Metals: If you're pissed off about the current equity raising think about how accretive it has been for shareholders when they raised funds to fast-track Rupice NW exploration. Now it's the same story to fast-track the production increase in 2027"  
[X Link](https://x.com/SargentoHighwa4/status/1891741818821202039)  2025-02-18T06:49Z [----] followers, [---] engagements


"We intruduced just a month ago Robex Resources $RBX for @LocosWallStreet Since that They published an updated FS: * Increases mineral reserves to [---] Moz Au (+442k oz Au) * Increases mill throughput to 5Mtpa (from 3Mtpa) * 140k oz Au / y vs 85koz Au / y * IRR 61% @ $2431/oz They closed debt financing (Sprott Lending): * Senior secured debt facility of up to US$105m with the ability to increase it to up to US$130m * Interest rate of 6.50% per annum over a SOFR reference rate with 50% of interest capitalised during the construction period * No hedging / royalties They recently raised $30M CAD"  
[X Link](https://x.com/SargentoHighwa4/status/1892105342323933559)  2025-02-19T06:54Z [----] followers, [----] engagements


"Portfolio update added $RBX $HL $FRO $DHT $INSW"  
[X Link](https://x.com/SargentoHighwa4/status/1892113128537698335)  2025-02-19T07:24Z [----] followers, [----] engagements


"Erdene Resources will be Mongolias next gold producer this year. Their deal with coal giant MMC (Im a shareholder) really helps de-risk construction and ramp-up"  
[X Link](https://x.com/SargentoHighwa4/status/1927611757729656872)  2025-05-28T06:23Z [----] followers, [---] engagements


"💰 $SOIL Saturn Oil & Gas launches a Substantial Issuer Bid: 7M shares for cancellation $2.15/share (📈 20% premium) $15M Same amount as 9-month NCIB and could still trade at more discount to fair value when CAPEX season resumes (Q3/Q4). 🤔 Feels wrong way of returning capital debt reduction mightve been wiser"  
[X Link](https://x.com/SargentoHighwa4/status/1930742989728461265)  2025-06-05T21:46Z [----] followers, [---] engagements


"🚀 The team behind Adventus is back same core execs new mining venture: $MOON. Early signs are promising. Excited to see what they can build this time around"  
[X Link](https://x.com/SargentoHighwa4/status/1930746497165115694)  2025-06-05T22:00Z [----] followers, [---] engagements


"Fair value for $ADT Adriatic Metals is around AUD [--]. Dundee's AUD [---] offer (34% cash remainder in shares) isnt accretive in my opinion. Hopefully a superior offer emerges from another bidder"  
[X Link](https://x.com/SargentoHighwa4/status/1933515879137820953)  2025-06-13T13:24Z [----] followers, [----] engagements


"One of the most important recent milestones for $PRU Perseus Mining is this 5-year outlook. There are two paths to outperform: 🟢 Meyas Sand in Sudan (Orca's Block 14) contingent on de-escalation of the war 🟢 Predictives Bankan project in Guinea (provided they acquire the company)"  
[X Link](https://x.com/SargentoHighwa4/status/1933641777875189983)  2025-06-13T21:44Z [----] followers, [---] engagements


"Portfolio update $PAAS and $BRC are my plays for the silver trade"  
[X Link](https://x.com/SargentoHighwa4/status/1938497869129859176)  2025-06-27T07:21Z [----] followers, [----] engagements


"B2Gold pours first gold at the Goose mine (Numavut Canada). Massive (C$1.54-billion) project for $BTO very complex but they did it"  
[X Link](https://x.com/SargentoHighwa4/status/1939932465671381157)  2025-07-01T06:21Z [----] followers, [----] engagements


"Adriatic Metals PLC (ASX:ADT LSE:ADT1 OTCQX:ADMLF) is pleased to announce that it has achieved commercial production at its Vare Silver Operation in Bosnia and Herzegovina. Commercial production has been declared based on maintaining plant throughput levels of 75% over [--] days including 80% over [--] days and reaching 2000tpd (90%) in late June"  
[X Link](https://x.com/SargentoHighwa4/status/1939933269933404475)  2025-07-01T06:25Z [----] followers, [---] engagements


"@DavidRAF303 To be fair in case of Jaguar expansion in [----] only requires mine restart. Integra needs 160M + 115M (USD) for their expansion developments. If they do not screw the financing they should end up unlocking more value than Jaguar. but needs a few "if" working out"  
[X Link](https://x.com/SargentoHighwa4/status/1945224970851721530)  2025-07-15T20:52Z [----] followers, [--] engagements


"Hecla Mining $HL Keno Hill just turned positive free cash flow last quarter a miracle"  
[X Link](https://x.com/SargentoHighwa4/status/1953760416636510645)  2025-08-08T10:09Z [----] followers, [---] engagements


"Blue Moon $MOON financing package for Nussir (Norway) project with Hartree/Oaktree: - US$25 million Bridge Loan - Up to US$20 million in equity - Up to US$50 million Senior Secured Term Loan & US$70 million Redeemable Precious Metals Stream Agreement https://ceo.ca/@GlobeNewswire/blue-moon-metals-secures-up-to-us140-million-project https://ceo.ca/@GlobeNewswire/blue-moon-metals-secures-up-to-us140-million-project"  
[X Link](https://x.com/SargentoHighwa4/status/1958056325931282906)  2025-08-20T06:39Z [----] followers, [---] engagements


"Portfolio update. Got precious metals"  
[X Link](https://x.com/SargentoHighwa4/status/1959521024631812295)  2025-08-24T07:39Z [----] followers, [---] engagements


"Someone very disciplined has been capping $RIO two months at [----] level. I am curious if today we got allowed to new 52-w high"  
[X Link](https://x.com/SargentoHighwa4/status/1960464656906203606)  2025-08-26T22:09Z [----] followers, [----] engagements


"The point is about value not price. It could easily double in the short term but its still a cash-burning machine. I had a thesis on this company a year ago but its actual performance turned out to be much worse than what the technical reports suggested. I sold and I lost the last +100% return but I am happy to put my money in other companies where the value I get is higher"  
[X Link](https://x.com/SargentoHighwa4/status/1961491690058895437)  2025-08-29T18:10Z [----] followers, [---] engagements


"@Precious_MT_Inv @Spread_Bet B2gold will do very well next years they are undervalued"  
[X Link](https://x.com/SargentoHighwa4/status/1961708136269574458)  2025-08-30T08:30Z [----] followers, [---] engagements


"@JohnnyH52869325 @GSkogkatt @Schuldensuehner Economy expands in nominal terms but we perceive purchase power is in a steep decline last 3-5 years. Young generation is doomed. If I get back [--] years in time with my current salary and shelter prices it would be impossible for me buying the house where I live now"  
[X Link](https://x.com/SargentoHighwa4/status/1962057487890190491)  2025-08-31T07:38Z [----] followers, [--] engagements


"@DiMartinoBooth When AI capex hits profits through depreciation P/E will explode. At that precise moment the music in Wall Street will start fading out"  
[X Link](https://x.com/SargentoHighwa4/status/1962615745004577165)  2025-09-01T20:37Z [----] followers, [---] engagements


"New additions to portfolio: ➡Allied Gold (3%) is the new Africa play of my portfolio. Reducing my Burkina Faso exposure (😭) from West African Resources when trade resumes (if there's anything left). ➡Liberty Gold (1.5%) as a speculation in a permitted gold project. Let's see how the financing. ➡Clean Air Metals (0.75%) pure PGM degen play"  
[X Link](https://x.com/SargentoHighwa4/status/1962939468513423621)  2025-09-02T18:03Z [----] followers, [---] engagements


"Sold the following positions: ➡Half Rio [--] ➡Full position Excellon Resources ➡Half Founders Metals ➡Full position Pan American Silver ➡Full position New Fortress Energy (the only red very red to be honest bad investment)"  
[X Link](https://x.com/SargentoHighwa4/status/1966236047307915608)  2025-09-11T20:22Z [----] followers, [---] engagements


"Iron ore 👀👀 I am using VALE SA to catch this bullish setup"  
[X Link](https://x.com/SargentoHighwa4/status/1966620090230616256)  2025-09-12T21:49Z [----] followers, [---] engagements


"Portfolio update"  
[X Link](https://x.com/SargentoHighwa4/status/1966764121472348254)  2025-09-13T07:21Z [----] followers, [----] engagements


"@loppencar [---] y 407"  
[X Link](https://x.com/SargentoHighwa4/status/1966931404177965298)  2025-09-13T18:26Z [----] followers, [--] engagements


"I sold out last week. I just couldnt see a roadmap to positive cash flow. They dont have the people or the resources to pull it off at least in the short term. Refurbishing a mine preparing the site securing equipment hiring training. theyre nuts if they think they can do all that on such a short timeline"  
[X Link](https://x.com/SargentoHighwa4/status/1967347428887289882)  2025-09-14T21:59Z [----] followers, [---] engagements


"💡 Two first gold pours on the same day Funny coincidence that years of work from different projects converge in a single date: ✨ Valentine (Equinox Canada) ✨ Bayan Khundii (Erdene-Mongolian Mining Mongolia)"  
[X Link](https://x.com/SargentoHighwa4/status/1967707065683751146)  2025-09-15T21:48Z [----] followers, [---] engagements


"I insist: the team that cashed us in on Adventus is backthis time with new assets in $MOON. Early stage exciting story"  
[X Link](https://x.com/SargentoHighwa4/status/1967722899823046980)  2025-09-15T22:51Z [----] followers, [----] engagements


"Barrick Mining $B has a monster project with Four Mile"  
[X Link](https://x.com/SargentoHighwa4/status/1968410238085689737)  2025-09-17T20:22Z [----] followers, [----] engagements


"Took 20% off Blackrock Silver $BRC.v after a +114% 📈 Locking in profits = rewarding patience 🏆 Pulled out 40%+ of initial cost 💰 added liquidity for new stories 🔎 Sell strength 💪 on full positions buy weakness 🐻 on those still building"  
[X Link](https://x.com/SargentoHighwa4/status/1969107265136234704)  2025-09-19T18:32Z [----] followers, [---] engagements


"⛏ [--] brownfield projects (Granite Creek Archimedes Cove: refractory except GC Open Pit) 🥇 [--] Moz gold 🥈 [---] Moz silver 📍 Main Jurisdiction: Nevada USA ⚒ Current production: 32k oz (Granite Creek UG rampup) + Archimedes starting year end"  
[X Link](https://x.com/SargentoHighwa4/status/1969409153312436724)  2025-09-20T14:31Z [----] followers, [---] engagements


"💰 Raised $185.5M in May + potential $130M from warrants ⚡ $42M allocated to recapitalization 🚧 $92M through [----] to advance projects 🎯 Goal: within [--] years become a mid-tier producer 400k oz/year peaking 800k oz in 2034"  
[X Link](https://x.com/SargentoHighwa4/status/1969409157234123076)  2025-09-20T14:31Z [----] followers, [--] engagements


"Disciplined trades pay off. The rotation worked: $B Barrick is showing why its in a league of its own ✈ And $EXK once Terronera ramps up the takeoff could be spectacular. 🚀 💰 Sales today (nice gains): $RIO.v Rio [--] Inc ✅ $FDR.v Founders Metals ✅ 🛒 Buys: $EXK Endeavour Silver ⚠ (probably the cheapest silver play if Terroneras finally gets on track mind the IF) $B Barrick Gold 💎 $BTG B2Gold 💎 $AEM Agnico Eagle Mines 💎 quality assets IMHO 💰 Sales today (nice gains): $RIO.v Rio [--] Inc ✅ $FDR.v Founders Metals ✅ 🛒 Buys: $EXK Endeavour Silver ⚠ (probably the cheapest silver play if Terroneras"  
[X Link](https://x.com/SargentoHighwa4/status/1970235255354249334)  2025-09-22T21:14Z [----] followers, [----] engagements


"Liberty Gold $LGD.v Phase 5B Metallurgical Studies 🟡 Recoveries: Avg. 82% Au extraction @0.7 g/t. Rangefront up to 94% Discovery Zone 81%. ⚡ Kinetics: +80% gold in [--] days lowering heap leach risk & cycle time. 📏 Size: 78% @2mm vs 82% @20mm well-suited for low-cost ROM heap leaching ($2/t)"  
[X Link](https://x.com/SargentoHighwa4/status/1970924469565767898)  2025-09-24T18:53Z [----] followers, [---] engagements


"The trading halt in $MOON Blue Moon is related to this Or is there any other news pending Blue Moon Metals Announces C$60 Million Bought Deal Public Offering https://ceo.ca/@GlobeNewswire/blue-moon-metals-announces-c60-million-bought-deal https://ceo.ca/@GlobeNewswire/blue-moon-metals-announces-c60-million-bought-deal"  
[X Link](https://x.com/SargentoHighwa4/status/1971096782550811044)  2025-09-25T06:17Z [----] followers, [---] engagements


"Sailfish stopped too. Maybe $FISH finances $MAKO project through PPA/royalty/stream"  
[X Link](https://x.com/SargentoHighwa4/status/1972638961643425961)  2025-09-29T12:25Z [----] followers, [---] engagements


"Flash sale in Jaguar Mining. Special offer limited-time sale https://ceo.ca/@accesswire/jaguar-mining-inc-announces-bought-deal-life-private https://ceo.ca/@accesswire/jaguar-mining-inc-announces-bought-deal-life-private"  
[X Link](https://x.com/SargentoHighwa4/status/1972740039886110873)  2025-09-29T19:07Z [----] followers, [---] engagements


"@gonzalofdz16 I don't have modeled Jaguar. yet. Coming soon"  
[X Link](https://x.com/SargentoHighwa4/status/1972784677686804722)  2025-09-29T22:04Z [----] followers, [--] engagements


"Yes it is high. One of the risks with this stock is potential dilution to repay debt. At this point my estimate is around $25M in operating cash flow current Q which should cover short-term loans. By year-end they also receive $100M from the bond investment plus another $30M OpCF Q4 at current gold prices. That would put them in a net cash position by year-end. Please double-check my math but I think its pretty accurate. Still nothing stops management from raising capital and messing up retail investors _"  
[X Link](https://x.com/SargentoHighwa4/status/1973496125597401381)  2025-10-01T21:11Z [----] followers, [--] engagements


"Equinox Gold just released its latest production report with the Pan Mine still under its perimeter showing [-----] gold ounces. Those ounces are now being produced for Minera Alamos ($MAI) in Q4. ⛏💥"  
[X Link](https://x.com/SargentoHighwa4/status/1976016500415705401)  2025-10-08T20:07Z [----] followers, [---] engagements


"I am buying more Barrick Gold $GOLD and adding Agnico Eagle Mines to my portfolio $AEM"  
[X Link](https://x.com/SargentoHighwa4/status/1496779494329356289)  2022-02-24T09:30Z [----] followers, [--] engagements


"Bought more $SAND Sandstorm Royalties and more $IVN Ivanhoe Mines tomorrow important day with Q4 [----] results"  
[X Link](https://x.com/SargentoHighwa4/status/1500967564003971076)  2022-03-07T22:52Z [----] followers, [--] engagements


"Osisko Mining $OSK Bulk Sample process: they mined 489kt on Lynx [---] Level and compared it with their geological model - 169% reconciliation (6koz Au model vs [---] head grade and 943koz Au recovered@931% recovery) https://ceo.ca/@globenewswire/osisko-lynx-600-level-bulk-sample-averages-655-gt https://ceo.ca/@globenewswire/osisko-lynx-600-level-bulk-sample-averages-655-gt"  
[X Link](https://x.com/SargentoHighwa4/status/1585745257974464512)  2022-10-27T21:28Z [----] followers, [--] engagements


"Opened a new position in copper junior Oroco Resources $ORRCF His 80% owned Santo Tomas porphyry copper project (advanced exploration) in Mexico has nice scale (mine might produce 125kt Cu / year; 90%/28% rec/conc in [----] PFS) simple metallurgy and open pit mine design"  
[X Link](https://x.com/SargentoHighwa4/status/1604031111092490242)  2022-12-17T08:29Z [----] followers, [----] engagements


"Portfolio update past week I was selling slowly $XAGUSD close to $25 and I sold eldorado skeena resources to get some more Centerra Gold $CG (greener pastures). I sold $ARTG Artemis Gold just because I am cautious on the wildfire situation in that area"  
[X Link](https://x.com/SargentoHighwa4/status/1680825189922136064)  2023-07-17T06:22Z [----] followers, [----] engagements


"Small position in Rupert Resources $RUP Finland Gold project"  
[X Link](https://x.com/SargentoHighwa4/status/1683890533721161729)  2023-07-25T17:22Z [----] followers, [---] engagements


"Agnico Eagle $AEM adj earnings in Q2 $3224 million vs $2713 million Q1. Canadian Malartic now reports as 100% basis. AISC $1.150 / oz vs $1.125 / oz Q1. Gold production [-------] oz vs [-------] oz Q1. [----] guidance 324-344 Moz 1.140-1.190 AISC. Solid and on track for guidance"  
[X Link](https://x.com/SargentoHighwa4/status/1684328550189486086)  2023-07-26T22:23Z [----] followers, [---] engagements


"$HL Hecla Mining resuming Lucky Friday operations in [----] after building new egress to bypass the part of the secondary shaft damaged by fire. Remains to be seen if most damage+business loss get covered by insurance https://ir.hecla.com/News--Media/news-releases/news-details/2023/Hecla-Announces-Lucky-Friday-Update-32da68785/default.aspx https://ir.hecla.com/News--Media/news-releases/news-details/2023/Hecla-Announces-Lucky-Friday-Update-32da68785/default.aspx"  
[X Link](https://x.com/SargentoHighwa4/status/1704018430909616274)  2023-09-19T06:23Z [----] followers, [---] engagements


"Advanced project low AISC $954/oz 240k oz/y more than [--] year mine life Africa. This one fits perfectly in $PRU Perseus Mining playbook"  
[X Link](https://x.com/SargentoHighwa4/status/1728914825454174530)  2023-11-26T23:13Z [----] followers, [----] engagements


"$ivn Ivanhoe Mines [-----] cad ATH $stng Scorpio Tankers $69.15 max closing price in [--] years"  
[X Link](https://x.com/SargentoHighwa4/status/1750293305772871905)  2024-01-24T23:03Z [----] followers, [---] engagements


"Alphamin $AFM Mpama South first concentrate scheduled for end of March (announced previously). [----] guidance 17k-18kt vs 125kt FY2023. Road conditions impacted Tin sales (q4 EBITDA $20M $12M impact for poor road conditions) https://ceo.ca/@globenewswire/alphamin-provides-update-on-impact-of-the-road-conditions https://ceo.ca/@globenewswire/alphamin-provides-update-on-impact-of-the-road-conditions"  
[X Link](https://x.com/SargentoHighwa4/status/1750899672124682561)  2024-01-26T15:13Z [----] followers, [----] engagements


"$ABRA -15% $AOT +27% $ARTG +15% $BCM +13% $FISH -20% $GENM +49% $MKO -30% $SKE +14% Some of them with 10x normal volume. ETF rebalancing"  
[X Link](https://x.com/SargentoHighwa4/status/1752099978053304497)  2024-01-29T22:42Z [----] followers, [----] engagements


"Erdene Resources $ERD announced $80M financing from their JV partner Mongolian Mining $MMC (the JV will receive this loan). There are only $30M left of financing to be fully financed. There is a new gold project developer (almost) fully funded"  
[X Link](https://x.com/SargentoHighwa4/status/1757177020042137637)  2024-02-12T22:57Z [----] followers, [---] engagements


"Some copper stocks today and YTD I still hold in portfolio $IVN $ETG $LUN $ADZN"  
[X Link](https://x.com/SargentoHighwa4/status/1767974123236401315)  2024-03-13T18:00Z [----] followers, [---] engagements


"Calibre Mining $CXB "Updated initial capital cost C$653M an increase of C$145M versus last reported C$508M by Marathon in Q3 2023;" +30% cost increase. First gold moved to Q2 [----]. C$115 million raise was the canary. Cost-to-complete C$279. They are fully funded"  
[X Link](https://x.com/SargentoHighwa4/status/1790612860151677251)  2024-05-15T05:19Z [----] followers, [---] engagements


"$HL Hecla Mining Q2 record production in Lucky Friday mine (13 Moz) and received $17.8M from insurance. We can say last year disaster is over. FCF $285M vs -$30M last quarter"  
[X Link](https://x.com/SargentoHighwa4/status/1821668501079183569)  2024-08-08T22:03Z [----] followers, [---] engagements


"1/2 Calibre Mining $CXB released Q2 fins during H1 they made $106M from operations while spending $193M CAPEX (inclusive of $123M in Valentine Construction so one can say that $36M of Valentine were funded from current operations). Production in H2 might be stronger"  
[X Link](https://x.com/SargentoHighwa4/status/1823394913406333156)  2024-08-13T16:23Z [----] followers, [---] engagements


"Sold the remaining shares of Calibre Mining $CXB. Portfolio update:"  
[X Link](https://x.com/SargentoHighwa4/status/1846666685710737744)  2024-10-16T21:37Z [----] followers, [---] engagements


"Calibre Mining $CXB bad news revised guidance down to 230k-240koz from 275k-300koz Au AISC revised up to $1.500-1.600 from $1.275-1.375 Valentine on track for first gold Q2 [----] https://ceo.ca/@globenewswire/calibre-announces-q3-year-to-date-2024-gold-production https://ceo.ca/@globenewswire/calibre-announces-q3-year-to-date-2024-gold-production"  
[X Link](https://x.com/SargentoHighwa4/status/1847277911503491417)  2024-10-18T14:05Z [----] followers, [---] engagements


"$ODV Cariboo project didnt appeal to me when gold was 1.900-1.800 USD/oz. But now the story is different. Today's price action might be the inflection point for this developer. I added to my portfolio as a speculative position with pending financing and permits"  
[X Link](https://x.com/SargentoHighwa4/status/1848435906027692151)  2024-10-21T18:47Z [----] followers, [----] engagements


"Reasons to buy VLCC: * Only five newbuilds in [----] * End of sanctions means oldest darkfleet will get scrapped and more demand for commercial tankers. * Refineries closure increases tonne-miles due to the need to satisfy local demand that now gets refined elsewhere * Aging fleet (YE2026 [---] VLCCs [--] years [---] [--] years [---] [--] years) * Geopolitical risk-premium is at minimum level * spot market rates 55k-60k $/d according to DHT"  
[X Link](https://x.com/SargentoHighwa4/status/1890893657361793324)  2025-02-15T22:39Z [----] followers, [---] engagements


"1/3 Just in case any of you are worried about $AFM or even $IVN with recent M23 development in RDC"  
[X Link](https://x.com/SargentoHighwa4/status/1892134269880791290)  2025-02-19T08:48Z [----] followers, [----] engagements


"Alphamin Resources is same region just 200km away but I see it as highly unlikely that rebels get their way to the mine. M23 is focused in areas close to Rwanda border. Concentrate freights can be diverted to different route to northeast"  
[X Link](https://x.com/SargentoHighwa4/status/1892134272175120582)  2025-02-19T08:48Z [----] followers, [---] engagements


"Ivanhoe Mines one thousand kilometers away and their freight route for concentrate is lobito corridor (west) IIRC. So virtually impossible to get affected by this conflict"  
[X Link](https://x.com/SargentoHighwa4/status/1892134274070917121)  2025-02-19T08:48Z [----] followers, [---] engagements


"Nice hits from $WAF outside existing reserves in M1S"  
[X Link](https://x.com/SargentoHighwa4/status/1925427853643940345)  2025-05-22T05:45Z [----] followers, [---] engagements


"Just imagine the scale of the bulk tonnage at $NGEX's deposit: "Drillhole DPDH027 at the Lunahuasi project returned 0.52% copper and [----] grams gold per tonne over [------] metres from [-----] to [----] metres depth ending in open potassic-altered diorite porphyry NGEx said Wednesday. The discovery opens up a new district-scale porphyry target west of the known high-sulphidation veins." https://www.mining.com/ngex-minerals-shares-soar-on-lunahuasi-argentina-discovery/ https://www.mining.com/ngex-minerals-shares-soar-on-lunahuasi-argentina-discovery/"  
[X Link](https://x.com/SargentoHighwa4/status/1925454810846777423)  2025-05-22T07:32Z [----] followers, [---] engagements


"$IVN Ivanhoe Mines updated guidance. No miracle in dealing with problems at Kakula mine after the seismic activity. I have a feeling the revised guidance is below market expectations (just looking at the stock price chart)"  
[X Link](https://x.com/SargentoHighwa4/status/1932910250253803611)  2025-06-11T21:18Z [----] followers, [----] engagements

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