#  @Valarian11 Valarian Valarian posts on X about silver, gold, $uuuu, $lgo the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1161401507486588933/interactions)  - [--] Week [------] +35% - [--] Month [------] -41% - [--] Months [-------] -11% - [--] Year [---------] +154% ### Mentions: [--] [#](/creator/twitter::1161401507486588933/posts_active)  - [--] Week [--] +22% - [--] Month [--] -27% - [--] Months [---] +55% - [--] Year [---] +69% ### Followers: [-----] [#](/creator/twitter::1161401507486588933/followers)  - [--] Week [-----] +1.40% - [--] Month [-----] +3.70% - [--] Months [-----] +27% - [--] Year [-----] +91% ### CreatorRank: [---------] [#](/creator/twitter::1161401507486588933/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 48.33% [stocks](/list/stocks) 15.83% [countries](/list/countries) 11.67% [currencies](/list/currencies) 3.33% [cryptocurrencies](/list/cryptocurrencies) 2.5% [technology brands](/list/technology-brands) 2.5% [financial services](/list/financial-services) 2.5% [exchanges](/list/exchanges) 1.67% [social networks](/list/social-networks) 1.67% **Social topic influence** [silver](/topic/silver) 21.67%, [gold](/topic/gold) 18.33%, [$uuuu](/topic/$uuuu) #42, [$lgo](/topic/$lgo) #21, [$sbsw](/topic/$sbsw) 8.33%, [platinum](/topic/platinum) 7.5%, [copper](/topic/copper) 6.67%, [metals](/topic/metals) 6.67%, [commodities](/topic/commodities) 5%, [market cap](/topic/market-cap) 4.17% **Top accounts mentioned or mentioned by** [@omro1975](/creator/undefined) [@ballsmeep](/creator/undefined) [@disclosetv](/creator/undefined) [@tbirdv](/creator/undefined) [@bidbird10](/creator/undefined) [@grok](/creator/undefined) [@mrworldwide3056](/creator/undefined) [@mineralstocks](/creator/undefined) [@edark94](/creator/undefined) [@patty6667](/creator/undefined) [@culperresearch](/creator/undefined) [@boronatcarles](/creator/undefined) [@anduranium](/creator/undefined) [@unnajasnoop](/creator/undefined) [@alexanderdecroo](/creator/undefined) [@cleanmoney86](/creator/undefined) [@stockspy1](/creator/undefined) [@value_wave2022](/creator/undefined) [@wizardwald](/creator/undefined) [@swedishuranium](/creator/undefined) **Top assets mentioned** [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Allied Gold Corporation (AAUC)](/topic/$aauc) [SM Energy Company (SM)](/topic/$sm) [Brazil Potash Corp (GRO)](/topic/$gro) [MP Materials Corp. (MP)](/topic/$mp) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Sasol Limited (SSL)](/topic/$ssl) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [LandBridge Company LLC (LB)](/topic/$lb) [U.S. GoldMining Inc. (USGO)](/topic/$usgo) [SPDR GOLD ETF (GLD)](/topic/$gld) [Iagon (IAG)](/topic/$iag) [EQIFi (EQX)](/topic/$eqx) [Delysium (AGI)](/topic/$agi) ### Top Social Posts Top posts by engagements in the last [--] hours "$EMM Giyani Metals +310% increase in high grade manganese resources Gonna be a global significant producer of HPMSM (10-14% global output largest outside of China) Base case NPV: $1B Market cap: $26M with 49M cash [--] debt $16M financing secured + $10M incoming" [X Link](https://x.com/Valarian11/status/1733975095519973855) 2023-12-10T22:20Z [----] followers, [---] engagements "We're currently as cheap as during March [----] bottom in commodities vs Nasdaq. The commodity index needs to outperform by 6000% to get back to the highs. $SPGSCI $CRB" [X Link](https://x.com/Valarian11/status/1813192273233924156) 2024-07-16T12:41Z [----] followers, [----] engagements "Goldmining inc. $GLDG owns 80% of US goldmining. Whistler is 6M+ oz gold + $35m in Goldroyalty + $11m cash. $3m in Nevgold shares (+$75M payments to $GLDG in the future) In total 125M oz AuEq M&I: E.g. Their project La Mina has a $448m at $1975/oz gold based on 174M AuEq oz U.S. GOLDMINING WELCOMES PRESIDENTIAL EXECUTIVE ORDER TO UNLEASH ALASKA'S EXTRAORDINARY RESOURCE POTENTIAL $USGO https://t.co/XEtAIQhEHW U.S. GOLDMINING WELCOMES PRESIDENTIAL EXECUTIVE ORDER TO UNLEASH ALASKA'S EXTRAORDINARY RESOURCE POTENTIAL $USGO https://t.co/XEtAIQhEHW" [X Link](https://x.com/Valarian11/status/1883849025553895472) 2025-01-27T12:06Z [----] followers, [----] engagements "Looks like $GLD holdings are finally starting to trend up again. Gold price to $4000/oz" [X Link](https://x.com/Valarian11/status/1900896140393914524) 2025-03-15T13:05Z [----] followers, [----] engagements "Allied Gold $AAUC will get in this list by H2 [----]. 150koz a quarter starting H2 [----] with target AISC $1225/oz. Current market cap C$24B or $173B MC. Compare with π $IAG: $57B $EQX: $744B $AGI: $135B $12B $LUG.v: $1635B I'm up 117% http://EVN.ax Gold Production & AISC Q1 [----] Read the full article to learn more: https://t.co/XT0a3UkLYT https://t.co/gT97v4Bph4 http://EVN.ax Gold Production & AISC Q1 [----] Read the full article to learn more: https://t.co/XT0a3UkLYT https://t.co/gT97v4Bph4" [X Link](https://x.com/Valarian11/status/1964330705086795926) 2025-09-06T14:11Z [----] followers, [----] engagements "The African Champion $aauc π€ Allied Gold Reports Exploration Results at Sadiola Demonstrating Continued Discovery in a World-Class Gold Mineralized System $AAUC.TO https://t.co/fCbQdq5QU5 Allied Gold Reports Exploration Results at Sadiola Demonstrating Continued Discovery in a World-Class Gold Mineralized System $AAUC.TO https://t.co/fCbQdq5QU5" [X Link](https://x.com/Valarian11/status/1983504523663413300) 2025-10-29T12:01Z [----] followers, [----] engagements "Australia's Lynas Rare Earths $LYC.ax said it estimates a potential shortfall equivalent to one month's production of NdPr during the quarter at its Kalgoorlie facility in Western Australia following significant power supply disruptions. $UUUU $MP" [X Link](https://x.com/Valarian11/status/1993292496454271178) 2025-11-25T12:15Z [----] followers, [---] engagements "Unleash the beast Kurmuk $AAUC $AAUC.TO Allied Gold Reports Significant Exploration Advancements at Kurmuk $AAUC.TO https://t.co/gVraeGtqD7 Allied Gold Reports Significant Exploration Advancements at Kurmuk $AAUC.TO https://t.co/gVraeGtqD7" [X Link](https://x.com/Valarian11/status/1994033066398855653) 2025-11-27T13:18Z [----] followers, [----] engagements "@Edark94 Cash is up $22 million. Inventory $4 million. Tungsten prices going through the roof. Ramping up ilmenite. Vanadium production going great. Supported by [--] banks now. They aren't going bankrupt anytime soon. [--] Chinese halts/cuts last [--] weeks Evraz sanctioned" [X Link](https://x.com/Valarian11/status/2004549985489363175) 2025-12-26T13:48Z [----] followers, [----] engagements "@Swedish_uranium I think they are very conservative on the ilmenite/zircon price at $199/mtu and $1200/mtu. Ilmenite grade looks very similar to the Moma mine from Kenmare. Monazite price is ok. NPV should increase to atleast $25-3 billion at spot prices. $UUUU" [X Link](https://x.com/Valarian11/status/2009247591301620077) 2026-01-08T12:55Z [----] followers, [----] engagements "$NEWP broke out yesterday. #silver" [X Link](https://x.com/Valarian11/status/2014680397796213049) 2026-01-23T12:43Z [----] followers, [----] engagements "Sold my Kutcho copper. Was up +156% in a month. Dipped my toes into some more $NEWP as it is still at the bottom vs silver. Maybe early but whatever. Gaps in dxy (at 974) and gold (at 4620) not yet closed. Cash ready to deploy once this stabilizes further" [X Link](https://x.com/Valarian11/status/2017382096700887092) 2026-01-30T23:39Z [----] followers, [----] engagements "+7% π€ New position $SM SM Energy New position $SM SM Energy" [X Link](https://x.com/Valarian11/status/2019102306298732746) 2026-02-04T17:34Z [----] followers, [----] engagements "@Patty6667 @TinFormer_News Quite some production cuts in december. Inventory dropped 2000MT in december π€·" [X Link](https://x.com/Valarian11/status/2019116259191718139) 2026-02-04T18:30Z [----] followers, [---] engagements "Largo $LGO is about halfway through their turnaround Extend the debt & lower opex π Iron ore contract for $56m π US government contract in the works Ilmenite ramp up tbd To do list: Monetize value from the tungsten assets Copper & PGM contract EU contract for stockpiling $lgo I still cant get why we are still below [--] bucks but let the algos trade it and give more shares to retail. [--] mil from iron ire that nobody knew about US government contract no risk of bankrupcy and so on. I am pretty sure EU UK Chinese. will also make stockpiles. $lgo I still cant get why we are still below [--] bucks" [X Link](https://x.com/Valarian11/status/2019145342021718234) 2026-02-04T20:25Z [----] followers, [----] engagements "@CulperResearch Thanks for backtesting guys $NXE" [X Link](https://x.com/Valarian11/status/2019807655846649857) 2026-02-06T16:17Z [----] followers, [----] engagements "@CulperResearch Is it expensive on a forward PE basis 297M lbs x $70/lb margin = [--] Billion+ USD income That's a PE of [--] if the market cap is under $7B" [X Link](https://x.com/Valarian11/status/2019818691853176924) 2026-02-06T17:01Z [----] followers, [----] engagements "For Energy Fuels $UUUU vanadium is just a side business that hasn't been producing since [----]. They probably need atleast $12-13/lb to get some margin and their annual production is about [--] million lbs which is 1/10th of the production at Largo. Meaningless at $63-65/lb. Guess who has stockpiled vanadium $UUUU Guess who has stockpiled vanadium $UUUU" [X Link](https://x.com/Valarian11/status/2020852357181956106) 2026-02-09T13:28Z [----] followers, [----] engagements "@TBirdV All these together are like a half year of production for Largo lol" [X Link](https://x.com/Valarian11/status/2020971842245423199) 2026-02-09T21:23Z [----] followers, [---] engagements "@Comm_Invest Way less it's gonna happen this year" [X Link](https://x.com/Valarian11/status/2021179165257486789) 2026-02-10T11:07Z [----] followers, [---] engagements "@omro1975 @TBirdV $5m from selling vanadium lbs at a loss is not what Mark Chalmers will do. Again it's a totally meaningless stockpile at prices under $10/lb. Great company still my largest position. They have other priorities that will far exceed $5 million in income" [X Link](https://x.com/Valarian11/status/2021187767233863852) 2026-02-10T11:41Z [----] followers, [--] engagements "@omro1975 @TBirdV Ah yes you did my bad. π just seeing so many takes about $UUUU and other uranium companies that have some slight vanadium reserves" [X Link](https://x.com/Valarian11/status/2021199274827276532) 2026-02-10T12:27Z [----] followers, [---] engagements "The "bubble" has just broken out versus the real bubble in equities. #gold #silver #commodities BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S. equities and megacap tech remain relatively stable. https://t.co/rA7aWaeMpn BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S." [X Link](https://x.com/Valarian11/status/2021209881089364468) 2026-02-10T13:09Z [----] followers, [----] engagements "@BidBird10 @SamsonLi7 Just a little taste of what peak twitter will look like. You won't even see the real commodity chaps on your screen when it happens because of all the spam. Gonna be like crypto. A lot of them are gone now after the 50% drawdown in rare earth stocks like $NB $UUUU $USAR etc" [X Link](https://x.com/Valarian11/status/2021235307803259205) 2026-02-10T14:50Z [----] followers, [---] engagements "Most silver miners still have to report Q4 earnings. Silvercorp announced $49/oz sales price for Q4. You can see where the puck is going for Q1 earnings with silver being discounted $35/oz at the moment. Silver up 3% at $83.18/oz. Silver up 3% at $83.18/oz" [X Link](https://x.com/Valarian11/status/2021525073837056397) 2026-02-11T10:01Z [----] followers, [----] engagements "Thungela resources $TGA.L nice continuation here. I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] https://t.co/H1s6ddMDTL I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] https://t.co/H1s6ddMDTL" [X Link](https://x.com/Valarian11/status/2021652503167979965) 2026-02-11T18:28Z [----] followers, [----] engagements "@grok @boronat_carles @AndUranium @UnnajaSnoop" [X Link](https://x.com/Valarian11/status/2021701807823630543) 2026-02-11T21:44Z [----] followers, [--] engagements "@grok @boronat_carles @AndUranium @UnnajaSnoop What about EQ resources and Almonty tungsten" [X Link](https://x.com/Valarian11/status/2021703168845877275) 2026-02-11T21:49Z [----] followers, [--] engagements "@ballsmeep @variance_swap Don't blow yourself up π" [X Link](https://x.com/Valarian11/status/2021708496212046108) 2026-02-11T22:10Z [----] followers, [--] engagements "@Edark94 Emil buying pigs with makeup π" [X Link](https://x.com/Valarian11/status/2021973324251971668) 2026-02-12T15:43Z [----] followers, [---] engagements "@grok @Pearsonpc It's more like this. Bushveld is out of business. And Grok forgot all the Chinese producers. https://x.com/i/status/1859315818330255803 https://x.com/i/status/1859315818330255803" [X Link](https://x.com/Valarian11/status/2016634283599724759) 2026-01-28T22:07Z [----] followers, [--] engagements "New position $SM SM Energy $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m synergies being realised. Combined entity trades below 1x EBITDA with market cap at $4.3bn and EBITDA above $5bn. They're on an aggressive degearing campaign $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m synergies being realised. Combined entity trades below 1x EBITDA with market cap at $4.3bn and EBITDA above $5bn. They're on an aggressive degearing campaign" [X Link](https://x.com/Valarian11/status/2018422200823333273) 2026-02-02T20:32Z [----] followers, [----] engagements "@ballsmeep Looks like there are some buys from management atleast below the warrant prices. The sale from Francesco might be related to tax loss selling. Good that multiple insiders are starting to buy. $LGO" [X Link](https://x.com/Valarian11/status/2018674931760767033) 2026-02-03T13:16Z [----] followers, [----] engagements "Brazil Potash price target $12 $GRO" [X Link](https://x.com/Valarian11/status/2018725386872385875) 2026-02-03T16:36Z [----] followers, [----] engagements "Largo also exported 1869MT into EU last year which is about 3x more than the 650MT from the US contract in year [--]. Let alone that the EU might need to replace the vanadium that came from Evraz (6000MT+). Yesterday the EU announced they would follow the US into stockpiling. Largo already got a US supply contract for 5-7% of ann. US demand and will likely get further support to make sure they won't go out of business. Think price-floors cheap loans etc. Largo just became too big to fail. @toiletkingcap @BidBird10 @rekurencja @Valarian11 Largo already got a US supply contract for 5-7% of ann. US" [X Link](https://x.com/Valarian11/status/2019094107591672178) 2026-02-04T17:02Z [----] followers, [----] engagements "@mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd" [X Link](https://x.com/Valarian11/status/2019166049468575789) 2026-02-04T21:47Z [----] followers, [----] engagements "Things are heating up for Q1 [----] in vanadium $LGO $AVL.ax. Another +3% in the US and about 2% gains in the EU. EU should wake the fuck up and give Largo a stockpiling contract with high price floors. https://t.co/tyTM23V5OK V2O5 price up in EU from $523 to $585. That's +12% QoQ. Production of [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes in Q4. That's +12% QoQ. Sales were [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes of V2O5 in Q4 [----]. Down 1%. https://t.co/tyTM23V5OK V2O5 price up in EU from $523 to $585. That's +12% QoQ. Production of [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes in Q4." [X Link](https://x.com/Valarian11/status/2019717537177739332) 2026-02-06T10:19Z [----] followers, 14.8K engagements "The same will likely happen in the EU but they always need a bit longer to wake up π I'm sitting and holding my $LGO (+75% YTD) and $AVL.ax (+1765% tonight π€©) Dry powder still ready for dips in Largo if they happen. Fun vanadium fact: the price of ferro-vanadium in the US (Pittsburgh warehouse) is up 19% in the last [--] days. Something appears to be changing in the vanadium market. https://t.co/PL4rQFT9tq Fun vanadium fact: the price of ferro-vanadium in the US (Pittsburgh warehouse) is up 19% in the last [--] days. Something appears to be changing in the vanadium market." [X Link](https://x.com/Valarian11/status/2021522978266357944) 2026-02-11T09:53Z [----] followers, [----] engagements "$SM SM Energy broke out some days ago. Now $HPK Highpeak energy seems to do the same. #oil @mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd. https://t.co/ZzhT7GxcoU @mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd. https://t.co/ZzhT7GxcoU" [X Link](https://x.com/Valarian11/status/2021598450920378389) 2026-02-11T14:53Z [----] followers, [----] engagements "Largo speaks about +30% this month in US ferrovanadium and +36-40% ytd. Which is about 15x higher than what Asianmetals is reporting (30-90 days up 20-24%). The iron ore deal will likely fail none of the material is delivered. They might need to look for another offtaker. Largo Provides Update on Status of Iron Ore Calcine Commercial Transaction and Strengthening U.S. and E.U. Ferrovanadium Markets $LGO.TO https://t.co/KN9e9z3M70 Largo Provides Update on Status of Iron Ore Calcine Commercial Transaction and Strengthening U.S. and E.U. Ferrovanadium Markets $LGO.TO https://t.co/KN9e9z3M70" [X Link](https://x.com/Valarian11/status/2021910833597481451) 2026-02-12T11:34Z [----] followers, [----] engagements "Top [--] portfolio Green = positive Yellow = -20% Orange= -20%+ #gold #silver #uranium #copper #oil #vanadium #tin #potash #zinc #platinum #palladium #REE #coal" [X Link](https://x.com/Valarian11/status/1971228301453820362) 2025-09-25T15:00Z [----] followers, 16.9K engagements "Sasol $ssl trying to breakout π #Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL https://t.co/vCu2rARrnN #Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL" [X Link](https://x.com/Valarian11/status/2021680287290188150) 2026-02-11T20:18Z [----] followers, [----] engagements "Madagascar has lifted its 16-year suspension on the issuance of mining permits (except for gold mining permits). Good news for Energy fuels as they still seek approval for the monazite permit $UUUU Madagascar Lifts 16-Year Mining Permit Suspension: Major Step Forward for LION's Ambato-Arana Graphite Project. $LION.CN https://t.co/jMxPvcw5Tw Madagascar Lifts 16-Year Mining Permit Suspension: Major Step Forward for LION's Ambato-Arana Graphite Project. $LION.CN https://t.co/jMxPvcw5Tw" [X Link](https://x.com/Valarian11/status/2022048372086190558) 2026-02-12T20:41Z [----] followers, [----] engagements "Robert Friedland: "World transitioning from oil & coal to electrification." The New Green Deal will cost 100T dollars. Biggest winners: copper and silver. Uranium wasn't mentioned but will have a big part in it. Honorable mentions for Nickel Vanadium and Cobalt. #Commodities" [X Link](https://x.com/anyuser/status/1332793671633301506) 2020-11-28T21:09Z [----] followers, [---] engagements "Energy Fuels bullish IHS pattern. Make it $320 again. $UUUU An inverse head and shoulders pattern upon completion signals a bull market. Wow so Uranium bull market is right at our doorstep I like that idea. ππ" [X Link](https://x.com/anyuser/status/1334215452243931142) 2020-12-02T19:18Z [----] followers, [--] engagements "Possibility Bigger IHS formation can complete when it touches the 16th March '20 to [--] Nov '20 trendline for a 3rd touch. Then indicators on all time charts will be resetted. π" [X Link](https://x.com/anyuser/status/1347570576098013187) 2021-01-08T15:47Z [----] followers, [--] engagements "Previous [--] times when Gold was backtesting these price targets (006) against the Dow Jones we were in for a major gold rally afterwards: NOV [----] - DEC 1974: 190% gain for gold. -30% OCT [----] - AUG 2011: 160% gain for gold. -30% Q1 [----] - Q1-Q4 2023: 130% gain for gold" [X Link](https://x.com/anyuser/status/1350425088789803008) 2021-01-16T12:50Z [----] followers, [--] engagements "Highest inflow in SLV and silver trusts since 2013" [X Link](https://x.com/Valarian11/status/1352324390894129154) 2021-01-21T18:37Z [----] followers, [---] engagements "Silver vs Dow Jones. The ratio is now half the ratio at the start of the big 70's bull run. Silver is massively undervalued while the worldwide situation is much worse compared to the 70's. #silversqueeze #silver #silvershortsqueeze" [X Link](https://x.com/anyuser/status/1355839034451439617) 2021-01-31T11:23Z [----] followers, [---] engagements "My top reasons to believe gold is still in a bull market. 1) Descending wedge in gold. 2) 38.2% fib retracement from the bear market low in [----] to the top. 3) Same as March [----] the correction after Elliot wave [--] has returned to around the level of the correction wave 4" [X Link](https://x.com/anyuser/status/1369031955824717824) 2021-03-08T21:07Z [----] followers, [---] engagements "Gold is dead. Its oversold on the monthly chart against other commodities like copper platinum silver oil. Also oversold against the s&p dow jones nasdaq & bitcoin. Buy gold & gold stocks it will change your life opportunity of a lifetime. #Gold" [X Link](https://x.com/anyuser/status/1374679720755916804) 2021-03-24T11:09Z [----] followers, [---] engagements "Silver is worthless against the Dow Jones. It is now measuring at 0.0001x the DJI. This ratio was 56x higher in [----] at the peak. What a massive upside for silver if this pops. Welcome to perhaps the cheapest metal on planet Earth. #silver" [X Link](https://x.com/anyuser/status/1392211651680690180) 2021-05-11T20:14Z [----] followers, [---] engagements "Buckle up. Gold has epic hidden bullish divergence on monthly stochastics. Gold price is up 130$ since March bottom and stochastics indicator has cooled off brutally Not even seen in 1978-1979 or 2016-2018 right before these epic rallies. $Gold" [X Link](https://x.com/anyuser/status/1422578344739151873) 2021-08-03T15:21Z [----] followers, [---] engagements "@disclosetv Central Banks governments celebrities and now the Pope that looks after our health. π€‘ Have you ever seen this for the common flu That's right you didn't and that should wake you up that it's not health related at all" [X Link](https://x.com/anyuser/status/1427938851666997250) 2021-08-18T10:22Z [----] followers, [---] engagements "@OfficialBushMan @disclosetv That's what they want to come up with the solution. Universal basic income and digital government coins. The elites are desperate" [X Link](https://x.com/anyuser/status/1433517929673396224) 2021-09-02T19:51Z [----] followers, [---] engagements "@alexanderdecroo Het liberalisme heeft als uitgangspunt zo veel mogelijk vrijheid van het individu. 99.98% overleeft gewoon onder [--] jaar. Maar dat is waarschijnlijk het probleem toch Alexander ;) Wat hebben ze u beloofd Het eeuwige leven zoals Bezos Ook genvesteerd in Altos Labs" [X Link](https://x.com/anyuser/status/1435554639877914625) 2021-09-08T10:44Z [----] followers, [--] engagements "@HLN_BE Alle ongevaccineerden die ik ken zijn gewoon zeer gezond hoor. En van dat verkoudheidsvirus dat steeds minder erg wordt hebben we al helemaal geen schrik. Over welke epidemie gaat dit precies" [X Link](https://x.com/anyuser/status/1438908727600599040) 2021-09-17T16:52Z [----] followers, [--] engagements "@thierrybaudet Thierry ongelooflijk wat jij doet. Heel die Kamer zo voor schut zetten en ze de waarheid in hun gezicht wrijven. De Belgen zijn jaloers op een volksvertegenwoordiger die het zo opneemt voor hun rechten en vrijheden Chapeau je mag trots zijn π" [X Link](https://x.com/anyuser/status/1456024698748346368) 2021-11-03T22:25Z [----] followers, [--] engagements "@disclosetv They feel the pressure of the lions aka the people" [X Link](https://x.com/anyuser/status/1466457439520403457) 2021-12-02T17:21Z [----] followers, [--] engagements "@AnneliesVl @alexanderdecroo Focust op: - mensenrechten: dus geen experimentele injecties voor een verkoudheidsvirus - bestrijding van corruptie: jullie gaan dan de corruptie van de big tech (censuur) en big farma aanpakken - bescherming tegen autoritarisme: avondklok QR code lockdown maskers weg π€‘" [X Link](https://x.com/anyuser/status/1469054856044453890) 2021-12-09T21:22Z [----] followers, [--] engagements "@disclosetv Taking [--] jabs when he had natural antibodies. Such a lie" [X Link](https://x.com/anyuser/status/1472991680882253832) 2021-12-20T18:05Z [----] followers, [--] engagements "@Berttakesphotos @vrtnws [--] miljard winst en [--] miljard extra begrotingstekort. Ge moet het maar kunnen uitleggen he" [X Link](https://x.com/anyuser/status/1476881444358209574) 2021-12-31T11:42Z [----] followers, [--] engagements "@disclosetv" [X Link](https://x.com/anyuser/status/1491478611148382212) 2022-02-09T18:26Z [----] followers, [---] engagements "#Silver The golden cross of the decade is very clear. Lots of support below current price of 2233$. πThe double bottom (21.4$) πMonthly bollinger support (2101$) πFib support & and 50/200SMA are not that much lower from current levels. (19.5-20$)" [X Link](https://x.com/Valarian11/status/1522995922350792710) 2022-05-07T17:44Z [----] followers, [---] engagements "@WatcherGuru I should have added Ponzi schemes but I ran out of space in this tweet" [X Link](https://x.com/anyuser/status/1590105539010523137) 2022-11-08T22:14Z [----] followers, [---] engagements "#Silver 3rd golden cross on the monthly chart in [--] years happened last year. Previous [--] times: [----] - [----] +10000% [----] - [----] +1000%" [X Link](https://x.com/anyuser/status/1594689181112041472) 2022-11-21T13:48Z [----] followers, [---] engagements "Gold/silver ratio is [--] cent away from a daily death cross" [X Link](https://x.com/anyuser/status/1596116123262472192) 2022-11-25T12:18Z [----] followers, [---] engagements "Silver now a couple days away from making the daily golden cross. Platinum retouched the yellow line after it made the golden cross [--] weeks ago" [X Link](https://x.com/anyuser/status/1605235963738849281) 2022-12-20T16:17Z [----] followers, [----] engagements "@DonDurrett Market went down quite significantly in november [----]. Meanwhile from [--] november [----] to april [----] gold rose 100% and silver 140%. Everyone is saying that metals will follow but this is a paradigm shift and metals are cheaper than anything else by a very wide margin" [X Link](https://x.com/Valarian11/status/1605341082371366912) 2022-12-20T23:15Z [----] followers, [---] engagements "@GlobalProTrader [--] hours left for dxy to get back above [------] (50weekly sma). Daily rejection at 20sma again Daily death cross coming closer every day" [X Link](https://x.com/Valarian11/status/1608476763067224065) 2022-12-29T14:55Z [----] followers, [---] engagements "Silver is so bearish that a candle close today above this horizontal resistance is actually bullish. #silver" [X Link](https://x.com/anyuser/status/1613961789720625155) 2023-01-13T18:10Z [----] followers, [----] engagements "The world is turning towards gold. Highest monthly candle close ever in gold in world currency units which is an index for global purchasing power" [X Link](https://x.com/anyuser/status/1620540681734479872) 2023-01-31T21:53Z [----] followers, 10.3K engagements "If you are scared to buy physical silver with a 45% discount to the Great depression low vs the stock market I don't know what to tell you. #silver And platinum is cheaper ratio wise" [X Link](https://x.com/anyuser/status/1660597771282395138) 2023-05-22T10:45Z [----] followers, 13.5K engagements "Weekly golden cross on #silver recently happened. Price action better starts moving up though. Possibly the 3rd weekly golden cross that holds in [--] years. So very rare π©Άπ₯" [X Link](https://x.com/anyuser/status/1691881315090485703) 2023-08-16T18:35Z [----] followers, [----] engagements "@MacallanTrader Very cheap for what they accomplished. Also a better project than Euro Manganese but lower priced which received 100m cad financing. Multi billion $ automakers are interested in their supply. I bought Giyani at 013CAD. Now we wait. π" [X Link](https://x.com/Valarian11/status/1733984659782914531) 2023-12-10T22:58Z [----] followers, [--] engagements "Miners like Fission Uranium Denison Mines Global Atomic are double as cheap than Nexgen based on the current uranium price. At current uranium prices Nexgen is worth 60-70% more (based upon the NPV). Over 8B$. Fission Denison Global Atomic should go up about 150%" [X Link](https://x.com/Valarian11/status/1746513104064688278) 2024-01-14T12:42Z [----] followers, [----] engagements "$SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months" [X Link](https://x.com/anyuser/status/1774108143254962677) 2024-03-30T16:15Z [----] followers, 15.6K engagements "Gold breaking out from a [--] year consolidation. Mainstream media not reporting the new highs. Gold thesis conditions met with the breakout. Writer(s) of gold & silver books still in doubt. Miners at [--] year bear market lows. This is it. The ERA of GOLD. π" [X Link](https://x.com/anyuser/status/1774140630974816483) 2024-03-30T18:24Z [----] followers, [----] engagements "$SBSW Sibanye-Stillwater is the worlds largest primary producer of platinum and rhodium the second largest of palladium and a top tier gold producer. The Rhodium base. [--] months and counting. https://t.co/Eh2tH6YyYt The Rhodium base. [--] months and counting. https://t.co/Eh2tH6YyYt" [X Link](https://x.com/anyuser/status/1775646412430066048) 2024-04-03T22:07Z [----] followers, 13.8K engagements "$HL Hecla Mining. Only silver miner with enough history to show since the 1970's. Paradigm shift started. Own REAL assets" [X Link](https://x.com/anyuser/status/1776351860934262922) 2024-04-05T20:51Z [----] followers, 11.9K engagements "Cocoa topped in [----]. Do you know what did a 10x not even [--] years later Silver. Hope you are ready" [X Link](https://x.com/Valarian11/status/1781454760136130927) 2024-04-19T22:48Z [----] followers, 11.2K engagements "$SBSW more money from JP Morgan $SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months https://t.co/n51ZWmrNsm $SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months https://t.co/n51ZWmrNsm" [X Link](https://x.com/anyuser/status/1790348276136394994) 2024-05-14T11:47Z [----] followers, 27.8K engagements "#Silver 1h update. Broke out again" [X Link](https://x.com/Valarian11/status/1791439141655232883) 2024-05-17T12:02Z [----] followers, [----] engagements "Largo $LGO is up 25% in the last [--] days. Vanadium is trading at 51$/lb and with an average production cost at 7$+/lb vanadium prices trade around 30% below production cost. This makes Largo one of the highest R/R setups in commodity land" [X Link](https://x.com/anyuser/status/1793998959423447183) 2024-05-24T13:34Z [----] followers, 10.6K engagements "Vanadium prices are waking up a little. LFG π₯ Largo $LGO as a primary producer and Energy Fuels $UUUU as a coproducer are my picks in the space. Largo $LGO is up 25% in the last [--] days. Vanadium is trading at 51$/lb and with an average production cost at 7$+/lb vanadium prices trade around 30% below production cost. This makes Largo one of the highest R/R setups in commodity land. https://t.co/GyHnQ46iEq Largo $LGO is up 25% in the last [--] days. Vanadium is trading at 51$/lb and with an average production cost at 7$+/lb vanadium prices trade around 30% below production cost. This makes Largo" [X Link](https://x.com/anyuser/status/1796195527907737777) 2024-05-30T15:02Z [----] followers, [----] engagements "@MEtirol He is right. Nobody speaks about peace and the big mistake Europe made 2+ years ago. They want the war" [X Link](https://x.com/anyuser/status/1800147857758175348) 2024-06-10T12:47Z [----] followers, 33.5K engagements "$SBSW Financials. Operational loss seems to be [--] million with a $407 million impairment loss. Group cash still $884M. US PGM workforce will reduce further to bring AISC back to $1000$ and a 200koz US PGM cut. SA operations and zinc look fine and bring positive FCF" [X Link](https://x.com/anyuser/status/1834191714749128976) 2024-09-12T11:25Z [----] followers, [----] engagements "My top [--] portfolio [--]. Nexgen Energy $NXE [--]. Energy Fuels $UUUU [--]. Fission Uranium $FCU [--]. Mag Silver $MAG [--]. Adriatic metals $ADT [--]. Silvercrest $SILV [--]. Silvercorp $SVM [--]. Sibanye $SBSW [--]. Global Atomic $GLO [--]. Uranium Royalty $UROY" [X Link](https://x.com/anyuser/status/1844854510851641661) 2024-10-11T21:36Z [----] followers, 30.2K engagements "#Vanadium market overview. There are some more smaller Chinese players but you see the point. We might be looking at 20% less vanadium production in the next few weeks. Comments welcome if you know more than me $LGO" [X Link](https://x.com/anyuser/status/1859315818330255803) 2024-11-20T19:20Z [----] followers, 13.7K engagements "New adds from Sprott Americas Gold and Silver $USAS Largo $LGO Trilogy metals $TMQ Peabody Energy $BTU Sibanye Stillwater $SBSW Galiano Gold $GAU Solitario Resources $XPL Goldmining $GLDG A couple others that I don't own like Vista Gold and Vox Royalty" [X Link](https://x.com/anyuser/status/1891462214890016774) 2025-02-17T12:18Z [----] followers, 16.4K engagements "$SBSW watch rhodium seems like it's picking up again Rhodium's 42x surge in just [--] years has to be one of the wildest price runs in metal market history $30000/oz is absolutely crazy https://t.co/qHeDFZamz4 Rhodium's 42x surge in just [--] years has to be one of the wildest price runs in metal market history $30000/oz is absolutely crazy https://t.co/qHeDFZamz4" [X Link](https://x.com/anyuser/status/1898004314225827968) 2025-03-07T13:34Z [----] followers, [----] engagements "@mineralstocks From May [----]. Both mines should have been in production already for atleast [--] years. Instead they lost Madouela and Mutanga is nowhere close to be economically viable. Project needs $110/lb uranium to have a decent IRR of 285%. 51mlbs/yr. that are nowhere close to produce" [X Link](https://x.com/anyuser/status/1903861908412715468) 2025-03-23T17:30Z [----] followers, [----] engagements "Mark Chalmers at $UUUU says that the U price needs to go up materially likely $150/lb. Projects like Goviex' Mutanga are not going into production below that. Energy fuels are net buyers of uranium spot instead of sellers at $65-70/lb. Pinyon plain produced at $40/lb now. @mineralstocks From May [----]. Both mines should have been in production already for atleast [--] years. Instead they lost Madouela and Mutanga is nowhere close to be economically viable. Project needs $110/lb uranium to have a decent IRR of 285%. 51mlbs/yr. that are nowhere close to produce. https://t.co/pyQDmZhS2i" [X Link](https://x.com/anyuser/status/1919675009808626044) 2025-05-06T08:46Z [----] followers, [----] engagements "I sold my Adriatic metals at $552AUD (+108%) on Friday and Mag silver at $2140 (+65%). Takeout prices are $556AUD and $2054 respectively. I'm taking positions in Tag oil Arrow Exploration. Looking for more or add to current positions. If people have suggestions shoot" [X Link](https://x.com/anyuser/status/1936495479077974210) 2025-06-21T18:44Z [----] followers, 12.7K engagements "Platinum $4000 by late [----] Bull market starts: Mid [----] - Mid [----] - Mid [----] [--] years between the starts of the Pt cycles" [X Link](https://x.com/anyuser/status/1938969561132364102) 2025-06-28T14:35Z [----] followers, 51K engagements "Big deal for MP Materials #REE US seems desperate to secure their own REE's. Energy Fuels next $UUUU What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman Sachs for a new 10X magnet plant targeting [-----] What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman" [X Link](https://x.com/anyuser/status/1943257604223844390) 2025-07-10T10:34Z [----] followers, 13.7K engagements "Sibanye Stillwater $SBSW forward P/E of [--]. Sasol $SSL forward P/E of [--]. Thungela $TGA.L P/E for [----] will be a bit less around [--] they expect a PE of 21x for [----]. All [--] are top [--] positions for me. Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but there are those that probably deserve the low multiple Despite the 147% rally YTD Sibanye $JSESSW still sitting on a 4.9x forward P/E. Who you holding/buying https://t.co/MdfsoJOhq7 Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but" [X Link](https://x.com/anyuser/status/1944740684159668494) 2025-07-14T12:48Z [----] followers, 27.2K engagements "Sold some $SBSW with 106% gain at $857. Letting the rest ride" [X Link](https://x.com/anyuser/status/1945119333186777427) 2025-07-15T13:52Z [----] followers, [----] engagements "@cleanmoney86 @Stockspy1 Simple. Ivanhoe Electric is a copper company. Santa Cruz worth [--] billion at this copper price. Copper price doing well. Energy Fuels is doing very well on uranium production and MP funding for rare earths. Largo produces vanadium and (ilmenite). Both commodities are depressed" [X Link](https://x.com/Valarian11/status/1945905033838526870) 2025-07-17T17:54Z [----] followers, [---] engagements "@Stockspy1 @cleanmoney86 Ivanhoe Electric doesn't produce vanadium owning a VRFB company isn't the same thing. Energy Fuels is not producing vanadium right now isn't economic for them" [X Link](https://x.com/Valarian11/status/1945932445083214146) 2025-07-17T19:43Z [----] followers, [--] engagements "$LGD.v Liberty gold. Wake up gold is up. Insiders have been buying small but this one is one of the cheapest developers out there still. It's a $1785B NPV5% for Black Pine at $3000/oz and I've calculated $784m NPV5% for Goldstrike at $3300/oz. Market cap $111m" [X Link](https://x.com/anyuser/status/1947383097391256047) 2025-07-21T19:48Z [----] followers, [----] engagements "$GLO Global Atomic Perhaps a bold call: but the stock has bottomed imo. I'm ready to fill that weekly gap 280% higher vs the current share price" [X Link](https://x.com/anyuser/status/1947393229567234242) 2025-07-21T20:28Z [----] followers, 12.3K engagements "$SBSW Public Investment Corporation Limited acquired an additional 5.16% stake in Sibanye Stillwater Limited" [X Link](https://x.com/anyuser/status/1949032638083485980) 2025-07-26T09:02Z [----] followers, [----] engagements "$GRO Brazil Potash could produce by [----] at what otherwise would be the transportation cost if they ship it from e.g. Canada to Brazil. I took a starter at $169. Some institutions like Citadel advisors (Griffin) UBS Renaissance are also taking starters buying more. Why I just made $GRO a top-3 position. #Potash. Insane opportunity in my view. [--]. Brazil imports 8590% of its potash. Autazes tackles that gap directly. [--]. Phase one = [---] Mt/yr KCl expandable to [--] Mt/yr. [--]. All [--] installation licences securedconstruction greenlighted. https://t.co/JKkqURzCWI Why I just made $GRO a top-3 position." [X Link](https://x.com/Valarian11/status/1960065830130991480) 2025-08-25T19:44Z [----] followers, [----] engagements "$aauc Allied Gold is the cheapest major gold miner π CEO Peter Marrone owns C$104m. He's still buying. Trading at 031x NAV. I would've placed Aris Mining second cheapest too. Was taking a fresh look at Torex $txg.to (I hate Mexico and have been avoiding it). It is definitely cheap. Found this great table in the presentation. Look at the massive premium for Lundin Gold. They have P/NAV [---]. $lug.to https://t.co/pzJrUE6Tcc Was taking a fresh look at Torex $txg.to (I hate Mexico and have been avoiding it). It is definitely cheap. Found this great table in the presentation. Look at the massive" [X Link](https://x.com/Valarian11/status/1964401589189316618) 2025-09-06T18:53Z [----] followers, [----] engagements "$SVM Silvercorp at $532 premarket is still a joke. But atleast we're finally gonna take out 4-year highs. This is atleast a $4b company at current spot prices. $15-20 should be a walk in the park" [X Link](https://x.com/anyuser/status/1966472279769882800) 2025-09-12T12:01Z [----] followers, [----] engagements "Fireweed Metals $FWZ.v Tungsten silver zinc are all up" [X Link](https://x.com/anyuser/status/1966553208295174368) 2025-09-12T17:23Z [----] followers, [----] engagements "$PLG Platinum Group Metals - weekly breakout 2x average volume today" [X Link](https://x.com/anyuser/status/1966594917783707985) 2025-09-12T20:09Z [----] followers, 11K engagements "Largo $LGO broke out yesterday on almost 4x avg volume $LGO Largo is the big play for the vanadium bull cycle. US boosting uranium reserves soon vanadium too More vanadium needed for VRFB demand Fake breakdown in progress downtrend breakout and now backtested positive divergences. They will make it and likely do 20x https://t.co/AlY0qX9bfP $LGO Largo is the big play for the vanadium bull cycle. US boosting uranium reserves soon vanadium too More vanadium needed for VRFB demand Fake breakdown in progress downtrend breakout and now backtested positive divergences. They will make it and likely" [X Link](https://x.com/anyuser/status/1967879747419222386) 2025-09-16T09:14Z [----] followers, [----] engagements "Gold is almost at $4000/oz and Liberty Gold $LGD.v is 10x undervalued at $3000/oz. Now $221 million market cap and $357 million cash. Black Pine is probably worth $3 billion at current spot. This is too easy. $LGD.v Liberty gold. Wake up gold is up. Insiders have been buying small but this one is one of the cheapest developers out there still. It's a $1785B NPV5% for Black Pine at $3000/oz and I've calculated $784m NPV5% for Goldstrike at $3300/oz. Market cap $111m. https://t.co/TWoxTetvT8 $LGD.v Liberty gold. Wake up gold is up. Insiders have been buying small but this one is one of the" [X Link](https://x.com/anyuser/status/1975281367849246994) 2025-10-06T19:25Z [----] followers, [----] engagements "Energy Fuels and Talon are the [--] most important critical metals companies in the US with Trilogy Metals already having received a stake. $tlo.to $tloff .@TalonMetals is likely the most important critical metals development company within the boarders of the USA. High-grade Nickel Copper PGMs Gold Cobalt. Recently made The Vault discover: Talon Metals Reports Record Assays from Historic Tamarack https://t.co/L1KHhSBni4 $tlo.to $tloff .@TalonMetals is likely the most important critical metals development company within the boarders of the USA. High-grade Nickel Copper PGMs Gold Cobalt. Recently" [X Link](https://x.com/anyuser/status/1975948383803306046) 2025-10-08T15:36Z [----] followers, [----] engagements "Australia strategic mineral reserve. First gradually then all countries at once. Got commodities Australia Mulls US Deal $777 Million Rare-Earth Fund Age Says https://t.co/GXWGSGaQSE Australia Mulls US Deal $777 Million Rare-Earth Fund Age Says https://t.co/GXWGSGaQSE" [X Link](https://x.com/Valarian11/status/1977341848407384409) 2025-10-12T11:53Z [----] followers, [----] engagements "$GRO Brazil Potash spectacular action yesterday after retesting. 200sma taken out now for the first time" [X Link](https://x.com/Valarian11/status/1978383804805812578) 2025-10-15T08:53Z [----] followers, [----] engagements "Vanadium trending up 2%+ today in Europe $lgo $avl.ax" [X Link](https://x.com/Valarian11/status/2016527913814741436) 2026-01-28T15:04Z [----] followers, [----] engagements "And another +25% in Europe for vanadium. $LGO $AVL.AX Vanadium trending up 2%+ today in Europe $lgo $avl.ax https://t.co/LiweaWpjMo Vanadium trending up 2%+ today in Europe $lgo $avl.ax https://t.co/LiweaWpjMo" [X Link](https://x.com/Valarian11/status/2016828497931489637) 2026-01-29T10:59Z [----] followers, [----] engagements "Uranium miners vs physical uranium. If this is a triple bottom where does this end Well. Exxon Mobil producing 25-3% of the world energy is being valued at $400B. Meanwhile Nexgen who has the potential to produce 25% of the world energy around [----] is valued at $5B" [X Link](https://x.com/Valarian11/status/1746512053341229148) 2024-01-14T12:38Z [----] followers, 36.2K engagements "I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] π Hot off the press: P/E of [---] and 20% dividend yield with this coal stock Introducing: a coal investment SO cheap that its metrics appear unbelievable. Latest stock pick out now π https://t.co/fVUA8BTUEk π Hot off the press: P/E of [---] and 20% dividend yield with this coal stock Introducing: a coal investment SO cheap that its metrics appear unbelievable." [X Link](https://x.com/Valarian11/status/1938589502588465337) 2025-06-27T13:25Z [----] followers, 16.2K engagements "It's done. True price discovery will come. 6M chart. #silver" [X Link](https://x.com/Valarian11/status/1939794694306922678) 2025-06-30T21:14Z [----] followers, 47.7K engagements "#Copper no resistance left. Only blue skies. 6M chart" [X Link](https://x.com/Valarian11/status/1939798076203704677) 2025-06-30T21:27Z [----] followers, 26.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Valarian11 ValarianValarian posts on X about silver, gold, $uuuu, $lgo the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 48.33% stocks 15.83% countries 11.67% currencies 3.33% cryptocurrencies 2.5% technology brands 2.5% financial services 2.5% exchanges 1.67% social networks 1.67%
Social topic influence silver 21.67%, gold 18.33%, $uuuu #42, $lgo #21, $sbsw 8.33%, platinum 7.5%, copper 6.67%, metals 6.67%, commodities 5%, market cap 4.17%
Top accounts mentioned or mentioned by @omro1975 @ballsmeep @disclosetv @tbirdv @bidbird10 @grok @mrworldwide3056 @mineralstocks @edark94 @patty6667 @culperresearch @boronatcarles @anduranium @unnajasnoop @alexanderdecroo @cleanmoney86 @stockspy1 @value_wave2022 @wizardwald @swedishuranium
Top assets mentioned Energy Fuels Inc. (UUUU) Allied Gold Corporation (AAUC) SM Energy Company (SM) Brazil Potash Corp (GRO) MP Materials Corp. (MP) NexGen Energy Ltd. (NXE) Sasol Limited (SSL) JPMorgan Chase (JPM) LandBridge Company LLC (LB) U.S. GoldMining Inc. (USGO) SPDR GOLD ETF (GLD) Iagon (IAG) EQIFi (EQX) Delysium (AGI)
Top posts by engagements in the last [--] hours
"$EMM Giyani Metals +310% increase in high grade manganese resources Gonna be a global significant producer of HPMSM (10-14% global output largest outside of China) Base case NPV: $1B Market cap: $26M with 49M cash [--] debt $16M financing secured + $10M incoming"
X Link 2023-12-10T22:20Z [----] followers, [---] engagements
"We're currently as cheap as during March [----] bottom in commodities vs Nasdaq. The commodity index needs to outperform by 6000% to get back to the highs. $SPGSCI $CRB"
X Link 2024-07-16T12:41Z [----] followers, [----] engagements
"Goldmining inc. $GLDG owns 80% of US goldmining. Whistler is 6M+ oz gold + $35m in Goldroyalty + $11m cash. $3m in Nevgold shares (+$75M payments to $GLDG in the future) In total 125M oz AuEq M&I: E.g. Their project La Mina has a $448m at $1975/oz gold based on 174M AuEq oz U.S. GOLDMINING WELCOMES PRESIDENTIAL EXECUTIVE ORDER TO UNLEASH ALASKA'S EXTRAORDINARY RESOURCE POTENTIAL $USGO https://t.co/XEtAIQhEHW U.S. GOLDMINING WELCOMES PRESIDENTIAL EXECUTIVE ORDER TO UNLEASH ALASKA'S EXTRAORDINARY RESOURCE POTENTIAL $USGO https://t.co/XEtAIQhEHW"
X Link 2025-01-27T12:06Z [----] followers, [----] engagements
"Looks like $GLD holdings are finally starting to trend up again. Gold price to $4000/oz"
X Link 2025-03-15T13:05Z [----] followers, [----] engagements
"Allied Gold $AAUC will get in this list by H2 [----]. 150koz a quarter starting H2 [----] with target AISC $1225/oz. Current market cap C$24B or $173B MC. Compare with π $IAG: $57B $EQX: $744B $AGI: $135B $12B $LUG.v: $1635B I'm up 117% http://EVN.ax Gold Production & AISC Q1 [----] Read the full article to learn more: https://t.co/XT0a3UkLYT https://t.co/gT97v4Bph4 http://EVN.ax Gold Production & AISC Q1 [----] Read the full article to learn more: https://t.co/XT0a3UkLYT https://t.co/gT97v4Bph4"
X Link 2025-09-06T14:11Z [----] followers, [----] engagements
"The African Champion $aauc π€ Allied Gold Reports Exploration Results at Sadiola Demonstrating Continued Discovery in a World-Class Gold Mineralized System $AAUC.TO https://t.co/fCbQdq5QU5 Allied Gold Reports Exploration Results at Sadiola Demonstrating Continued Discovery in a World-Class Gold Mineralized System $AAUC.TO https://t.co/fCbQdq5QU5"
X Link 2025-10-29T12:01Z [----] followers, [----] engagements
"Australia's Lynas Rare Earths $LYC.ax said it estimates a potential shortfall equivalent to one month's production of NdPr during the quarter at its Kalgoorlie facility in Western Australia following significant power supply disruptions. $UUUU $MP"
X Link 2025-11-25T12:15Z [----] followers, [---] engagements
"Unleash the beast Kurmuk $AAUC $AAUC.TO Allied Gold Reports Significant Exploration Advancements at Kurmuk $AAUC.TO https://t.co/gVraeGtqD7 Allied Gold Reports Significant Exploration Advancements at Kurmuk $AAUC.TO https://t.co/gVraeGtqD7"
X Link 2025-11-27T13:18Z [----] followers, [----] engagements
"@Edark94 Cash is up $22 million. Inventory $4 million. Tungsten prices going through the roof. Ramping up ilmenite. Vanadium production going great. Supported by [--] banks now. They aren't going bankrupt anytime soon. [--] Chinese halts/cuts last [--] weeks Evraz sanctioned"
X Link 2025-12-26T13:48Z [----] followers, [----] engagements
"@Swedish_uranium I think they are very conservative on the ilmenite/zircon price at $199/mtu and $1200/mtu. Ilmenite grade looks very similar to the Moma mine from Kenmare. Monazite price is ok. NPV should increase to atleast $25-3 billion at spot prices. $UUUU"
X Link 2026-01-08T12:55Z [----] followers, [----] engagements
"$NEWP broke out yesterday. #silver"
X Link 2026-01-23T12:43Z [----] followers, [----] engagements
"Sold my Kutcho copper. Was up +156% in a month. Dipped my toes into some more $NEWP as it is still at the bottom vs silver. Maybe early but whatever. Gaps in dxy (at 974) and gold (at 4620) not yet closed. Cash ready to deploy once this stabilizes further"
X Link 2026-01-30T23:39Z [----] followers, [----] engagements
"+7% π€ New position $SM SM Energy New position $SM SM Energy"
X Link 2026-02-04T17:34Z [----] followers, [----] engagements
"@Patty6667 @TinFormer_News Quite some production cuts in december. Inventory dropped 2000MT in december π€·"
X Link 2026-02-04T18:30Z [----] followers, [---] engagements
"Largo $LGO is about halfway through their turnaround Extend the debt & lower opex π Iron ore contract for $56m π US government contract in the works Ilmenite ramp up tbd To do list: Monetize value from the tungsten assets Copper & PGM contract EU contract for stockpiling $lgo I still cant get why we are still below [--] bucks but let the algos trade it and give more shares to retail. [--] mil from iron ire that nobody knew about US government contract no risk of bankrupcy and so on. I am pretty sure EU UK Chinese. will also make stockpiles. $lgo I still cant get why we are still below [--] bucks"
X Link 2026-02-04T20:25Z [----] followers, [----] engagements
"@CulperResearch Thanks for backtesting guys $NXE"
X Link 2026-02-06T16:17Z [----] followers, [----] engagements
"@CulperResearch Is it expensive on a forward PE basis 297M lbs x $70/lb margin = [--] Billion+ USD income That's a PE of [--] if the market cap is under $7B"
X Link 2026-02-06T17:01Z [----] followers, [----] engagements
"For Energy Fuels $UUUU vanadium is just a side business that hasn't been producing since [----]. They probably need atleast $12-13/lb to get some margin and their annual production is about [--] million lbs which is 1/10th of the production at Largo. Meaningless at $63-65/lb. Guess who has stockpiled vanadium $UUUU Guess who has stockpiled vanadium $UUUU"
X Link 2026-02-09T13:28Z [----] followers, [----] engagements
"@TBirdV All these together are like a half year of production for Largo lol"
X Link 2026-02-09T21:23Z [----] followers, [---] engagements
"@Comm_Invest Way less it's gonna happen this year"
X Link 2026-02-10T11:07Z [----] followers, [---] engagements
"@omro1975 @TBirdV $5m from selling vanadium lbs at a loss is not what Mark Chalmers will do. Again it's a totally meaningless stockpile at prices under $10/lb. Great company still my largest position. They have other priorities that will far exceed $5 million in income"
X Link 2026-02-10T11:41Z [----] followers, [--] engagements
"@omro1975 @TBirdV Ah yes you did my bad. π just seeing so many takes about $UUUU and other uranium companies that have some slight vanadium reserves"
X Link 2026-02-10T12:27Z [----] followers, [---] engagements
"The "bubble" has just broken out versus the real bubble in equities. #gold #silver #commodities BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S. equities and megacap tech remain relatively stable. https://t.co/rA7aWaeMpn BOFA WARNS OF BUBBLE-LIKE PRICE ACTION IN MATERIALS AND COMMODITIES Bank of America added U.S. materials stocks to its list of assets showing bubble-like behavior alongside gold silver and South Koreas Kospi. U.S."
X Link 2026-02-10T13:09Z [----] followers, [----] engagements
"@BidBird10 @SamsonLi7 Just a little taste of what peak twitter will look like. You won't even see the real commodity chaps on your screen when it happens because of all the spam. Gonna be like crypto. A lot of them are gone now after the 50% drawdown in rare earth stocks like $NB $UUUU $USAR etc"
X Link 2026-02-10T14:50Z [----] followers, [---] engagements
"Most silver miners still have to report Q4 earnings. Silvercorp announced $49/oz sales price for Q4. You can see where the puck is going for Q1 earnings with silver being discounted $35/oz at the moment. Silver up 3% at $83.18/oz. Silver up 3% at $83.18/oz"
X Link 2026-02-11T10:01Z [----] followers, [----] engagements
"Thungela resources $TGA.L nice continuation here. I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] https://t.co/H1s6ddMDTL I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] https://t.co/H1s6ddMDTL"
X Link 2026-02-11T18:28Z [----] followers, [----] engagements
"@grok @boronat_carles @AndUranium @UnnajaSnoop"
X Link 2026-02-11T21:44Z [----] followers, [--] engagements
"@grok @boronat_carles @AndUranium @UnnajaSnoop What about EQ resources and Almonty tungsten"
X Link 2026-02-11T21:49Z [----] followers, [--] engagements
"@ballsmeep @variance_swap Don't blow yourself up π"
X Link 2026-02-11T22:10Z [----] followers, [--] engagements
"@Edark94 Emil buying pigs with makeup π"
X Link 2026-02-12T15:43Z [----] followers, [---] engagements
"@grok @Pearsonpc It's more like this. Bushveld is out of business. And Grok forgot all the Chinese producers. https://x.com/i/status/1859315818330255803 https://x.com/i/status/1859315818330255803"
X Link 2026-01-28T22:07Z [----] followers, [--] engagements
"New position $SM SM Energy $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m synergies being realised. Combined entity trades below 1x EBITDA with market cap at $4.3bn and EBITDA above $5bn. They're on an aggressive degearing campaign $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m synergies being realised. Combined entity trades below 1x EBITDA with market cap at $4.3bn and EBITDA above $5bn. They're on an aggressive degearing campaign"
X Link 2026-02-02T20:32Z [----] followers, [----] engagements
"@ballsmeep Looks like there are some buys from management atleast below the warrant prices. The sale from Francesco might be related to tax loss selling. Good that multiple insiders are starting to buy. $LGO"
X Link 2026-02-03T13:16Z [----] followers, [----] engagements
"Brazil Potash price target $12 $GRO"
X Link 2026-02-03T16:36Z [----] followers, [----] engagements
"Largo also exported 1869MT into EU last year which is about 3x more than the 650MT from the US contract in year [--]. Let alone that the EU might need to replace the vanadium that came from Evraz (6000MT+). Yesterday the EU announced they would follow the US into stockpiling. Largo already got a US supply contract for 5-7% of ann. US demand and will likely get further support to make sure they won't go out of business. Think price-floors cheap loans etc. Largo just became too big to fail. @toiletkingcap @BidBird10 @rekurencja @Valarian11 Largo already got a US supply contract for 5-7% of ann. US"
X Link 2026-02-04T17:02Z [----] followers, [----] engagements
"@mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd"
X Link 2026-02-04T21:47Z [----] followers, [----] engagements
"Things are heating up for Q1 [----] in vanadium $LGO $AVL.ax. Another +3% in the US and about 2% gains in the EU. EU should wake the fuck up and give Largo a stockpiling contract with high price floors. https://t.co/tyTM23V5OK V2O5 price up in EU from $523 to $585. That's +12% QoQ. Production of [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes in Q4. That's +12% QoQ. Sales were [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes of V2O5 in Q4 [----]. Down 1%. https://t.co/tyTM23V5OK V2O5 price up in EU from $523 to $585. That's +12% QoQ. Production of [----] tonnes of V2O5 in Q3 [----] vs [----] tonnes in Q4."
X Link 2026-02-06T10:19Z [----] followers, 14.8K engagements
"The same will likely happen in the EU but they always need a bit longer to wake up π I'm sitting and holding my $LGO (+75% YTD) and $AVL.ax (+1765% tonight π€©) Dry powder still ready for dips in Largo if they happen. Fun vanadium fact: the price of ferro-vanadium in the US (Pittsburgh warehouse) is up 19% in the last [--] days. Something appears to be changing in the vanadium market. https://t.co/PL4rQFT9tq Fun vanadium fact: the price of ferro-vanadium in the US (Pittsburgh warehouse) is up 19% in the last [--] days. Something appears to be changing in the vanadium market."
X Link 2026-02-11T09:53Z [----] followers, [----] engagements
"$SM SM Energy broke out some days ago. Now $HPK Highpeak energy seems to do the same. #oil @mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd. https://t.co/ZzhT7GxcoU @mrworldwide3056 I added $HPK at $466 and $SM at $1907. Both priced around 04x book value in the US. You see producer valuations like that in South Africa. Absurd. https://t.co/ZzhT7GxcoU"
X Link 2026-02-11T14:53Z [----] followers, [----] engagements
"Largo speaks about +30% this month in US ferrovanadium and +36-40% ytd. Which is about 15x higher than what Asianmetals is reporting (30-90 days up 20-24%). The iron ore deal will likely fail none of the material is delivered. They might need to look for another offtaker. Largo Provides Update on Status of Iron Ore Calcine Commercial Transaction and Strengthening U.S. and E.U. Ferrovanadium Markets $LGO.TO https://t.co/KN9e9z3M70 Largo Provides Update on Status of Iron Ore Calcine Commercial Transaction and Strengthening U.S. and E.U. Ferrovanadium Markets $LGO.TO https://t.co/KN9e9z3M70"
X Link 2026-02-12T11:34Z [----] followers, [----] engagements
"Top [--] portfolio Green = positive Yellow = -20% Orange= -20%+ #gold #silver #uranium #copper #oil #vanadium #tin #potash #zinc #platinum #palladium #REE #coal"
X Link 2025-09-25T15:00Z [----] followers, 16.9K engagements
"Sasol $ssl trying to breakout π #Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL https://t.co/vCu2rARrnN #Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL"
X Link 2026-02-11T20:18Z [----] followers, [----] engagements
"Madagascar has lifted its 16-year suspension on the issuance of mining permits (except for gold mining permits). Good news for Energy fuels as they still seek approval for the monazite permit $UUUU Madagascar Lifts 16-Year Mining Permit Suspension: Major Step Forward for LION's Ambato-Arana Graphite Project. $LION.CN https://t.co/jMxPvcw5Tw Madagascar Lifts 16-Year Mining Permit Suspension: Major Step Forward for LION's Ambato-Arana Graphite Project. $LION.CN https://t.co/jMxPvcw5Tw"
X Link 2026-02-12T20:41Z [----] followers, [----] engagements
"Robert Friedland: "World transitioning from oil & coal to electrification." The New Green Deal will cost 100T dollars. Biggest winners: copper and silver. Uranium wasn't mentioned but will have a big part in it. Honorable mentions for Nickel Vanadium and Cobalt. #Commodities"
X Link 2020-11-28T21:09Z [----] followers, [---] engagements
"Energy Fuels bullish IHS pattern. Make it $320 again. $UUUU An inverse head and shoulders pattern upon completion signals a bull market. Wow so Uranium bull market is right at our doorstep I like that idea. ππ"
X Link 2020-12-02T19:18Z [----] followers, [--] engagements
"Possibility Bigger IHS formation can complete when it touches the 16th March '20 to [--] Nov '20 trendline for a 3rd touch. Then indicators on all time charts will be resetted. π"
X Link 2021-01-08T15:47Z [----] followers, [--] engagements
"Previous [--] times when Gold was backtesting these price targets (006) against the Dow Jones we were in for a major gold rally afterwards: NOV [----] - DEC 1974: 190% gain for gold. -30% OCT [----] - AUG 2011: 160% gain for gold. -30% Q1 [----] - Q1-Q4 2023: 130% gain for gold"
X Link 2021-01-16T12:50Z [----] followers, [--] engagements
"Highest inflow in SLV and silver trusts since 2013"
X Link 2021-01-21T18:37Z [----] followers, [---] engagements
"Silver vs Dow Jones. The ratio is now half the ratio at the start of the big 70's bull run. Silver is massively undervalued while the worldwide situation is much worse compared to the 70's. #silversqueeze #silver #silvershortsqueeze"
X Link 2021-01-31T11:23Z [----] followers, [---] engagements
"My top reasons to believe gold is still in a bull market. 1) Descending wedge in gold. 2) 38.2% fib retracement from the bear market low in [----] to the top. 3) Same as March [----] the correction after Elliot wave [--] has returned to around the level of the correction wave 4"
X Link 2021-03-08T21:07Z [----] followers, [---] engagements
"Gold is dead. Its oversold on the monthly chart against other commodities like copper platinum silver oil. Also oversold against the s&p dow jones nasdaq & bitcoin. Buy gold & gold stocks it will change your life opportunity of a lifetime. #Gold"
X Link 2021-03-24T11:09Z [----] followers, [---] engagements
"Silver is worthless against the Dow Jones. It is now measuring at 0.0001x the DJI. This ratio was 56x higher in [----] at the peak. What a massive upside for silver if this pops. Welcome to perhaps the cheapest metal on planet Earth. #silver"
X Link 2021-05-11T20:14Z [----] followers, [---] engagements
"Buckle up. Gold has epic hidden bullish divergence on monthly stochastics. Gold price is up 130$ since March bottom and stochastics indicator has cooled off brutally Not even seen in 1978-1979 or 2016-2018 right before these epic rallies. $Gold"
X Link 2021-08-03T15:21Z [----] followers, [---] engagements
"@disclosetv Central Banks governments celebrities and now the Pope that looks after our health. π€‘ Have you ever seen this for the common flu That's right you didn't and that should wake you up that it's not health related at all"
X Link 2021-08-18T10:22Z [----] followers, [---] engagements
"@OfficialBushMan @disclosetv That's what they want to come up with the solution. Universal basic income and digital government coins. The elites are desperate"
X Link 2021-09-02T19:51Z [----] followers, [---] engagements
"@alexanderdecroo Het liberalisme heeft als uitgangspunt zo veel mogelijk vrijheid van het individu. 99.98% overleeft gewoon onder [--] jaar. Maar dat is waarschijnlijk het probleem toch Alexander ;) Wat hebben ze u beloofd Het eeuwige leven zoals Bezos Ook genvesteerd in Altos Labs"
X Link 2021-09-08T10:44Z [----] followers, [--] engagements
"@HLN_BE Alle ongevaccineerden die ik ken zijn gewoon zeer gezond hoor. En van dat verkoudheidsvirus dat steeds minder erg wordt hebben we al helemaal geen schrik. Over welke epidemie gaat dit precies"
X Link 2021-09-17T16:52Z [----] followers, [--] engagements
"@thierrybaudet Thierry ongelooflijk wat jij doet. Heel die Kamer zo voor schut zetten en ze de waarheid in hun gezicht wrijven. De Belgen zijn jaloers op een volksvertegenwoordiger die het zo opneemt voor hun rechten en vrijheden Chapeau je mag trots zijn π"
X Link 2021-11-03T22:25Z [----] followers, [--] engagements
"@disclosetv They feel the pressure of the lions aka the people"
X Link 2021-12-02T17:21Z [----] followers, [--] engagements
"@AnneliesVl @alexanderdecroo Focust op: - mensenrechten: dus geen experimentele injecties voor een verkoudheidsvirus - bestrijding van corruptie: jullie gaan dan de corruptie van de big tech (censuur) en big farma aanpakken - bescherming tegen autoritarisme: avondklok QR code lockdown maskers weg π€‘"
X Link 2021-12-09T21:22Z [----] followers, [--] engagements
"@disclosetv Taking [--] jabs when he had natural antibodies. Such a lie"
X Link 2021-12-20T18:05Z [----] followers, [--] engagements
"@Berttakesphotos @vrtnws [--] miljard winst en [--] miljard extra begrotingstekort. Ge moet het maar kunnen uitleggen he"
X Link 2021-12-31T11:42Z [----] followers, [--] engagements
"@disclosetv"
X Link 2022-02-09T18:26Z [----] followers, [---] engagements
"#Silver The golden cross of the decade is very clear. Lots of support below current price of 2233$. πThe double bottom (21.4$) πMonthly bollinger support (2101$) πFib support & and 50/200SMA are not that much lower from current levels. (19.5-20$)"
X Link 2022-05-07T17:44Z [----] followers, [---] engagements
"@WatcherGuru I should have added Ponzi schemes but I ran out of space in this tweet"
X Link 2022-11-08T22:14Z [----] followers, [---] engagements
"#Silver 3rd golden cross on the monthly chart in [--] years happened last year. Previous [--] times: [----] - [----] +10000% [----] - [----] +1000%"
X Link 2022-11-21T13:48Z [----] followers, [---] engagements
"Gold/silver ratio is [--] cent away from a daily death cross"
X Link 2022-11-25T12:18Z [----] followers, [---] engagements
"Silver now a couple days away from making the daily golden cross. Platinum retouched the yellow line after it made the golden cross [--] weeks ago"
X Link 2022-12-20T16:17Z [----] followers, [----] engagements
"@DonDurrett Market went down quite significantly in november [----]. Meanwhile from [--] november [----] to april [----] gold rose 100% and silver 140%. Everyone is saying that metals will follow but this is a paradigm shift and metals are cheaper than anything else by a very wide margin"
X Link 2022-12-20T23:15Z [----] followers, [---] engagements
"@GlobalProTrader [--] hours left for dxy to get back above [------] (50weekly sma). Daily rejection at 20sma again Daily death cross coming closer every day"
X Link 2022-12-29T14:55Z [----] followers, [---] engagements
"Silver is so bearish that a candle close today above this horizontal resistance is actually bullish. #silver"
X Link 2023-01-13T18:10Z [----] followers, [----] engagements
"The world is turning towards gold. Highest monthly candle close ever in gold in world currency units which is an index for global purchasing power"
X Link 2023-01-31T21:53Z [----] followers, 10.3K engagements
"If you are scared to buy physical silver with a 45% discount to the Great depression low vs the stock market I don't know what to tell you. #silver And platinum is cheaper ratio wise"
X Link 2023-05-22T10:45Z [----] followers, 13.5K engagements
"Weekly golden cross on #silver recently happened. Price action better starts moving up though. Possibly the 3rd weekly golden cross that holds in [--] years. So very rare π©Άπ₯"
X Link 2023-08-16T18:35Z [----] followers, [----] engagements
"@MacallanTrader Very cheap for what they accomplished. Also a better project than Euro Manganese but lower priced which received 100m cad financing. Multi billion $ automakers are interested in their supply. I bought Giyani at 013CAD. Now we wait. π"
X Link 2023-12-10T22:58Z [----] followers, [--] engagements
"Miners like Fission Uranium Denison Mines Global Atomic are double as cheap than Nexgen based on the current uranium price. At current uranium prices Nexgen is worth 60-70% more (based upon the NPV). Over 8B$. Fission Denison Global Atomic should go up about 150%"
X Link 2024-01-14T12:42Z [----] followers, [----] engagements
"$SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months"
X Link 2024-03-30T16:15Z [----] followers, 15.6K engagements
"Gold breaking out from a [--] year consolidation. Mainstream media not reporting the new highs. Gold thesis conditions met with the breakout. Writer(s) of gold & silver books still in doubt. Miners at [--] year bear market lows. This is it. The ERA of GOLD. π"
X Link 2024-03-30T18:24Z [----] followers, [----] engagements
"$SBSW Sibanye-Stillwater is the worlds largest primary producer of platinum and rhodium the second largest of palladium and a top tier gold producer. The Rhodium base. [--] months and counting. https://t.co/Eh2tH6YyYt The Rhodium base. [--] months and counting. https://t.co/Eh2tH6YyYt"
X Link 2024-04-03T22:07Z [----] followers, 13.8K engagements
"$HL Hecla Mining. Only silver miner with enough history to show since the 1970's. Paradigm shift started. Own REAL assets"
X Link 2024-04-05T20:51Z [----] followers, 11.9K engagements
"Cocoa topped in [----]. Do you know what did a 10x not even [--] years later Silver. Hope you are ready"
X Link 2024-04-19T22:48Z [----] followers, 11.2K engagements
"$SBSW more money from JP Morgan $SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months https://t.co/n51ZWmrNsm $SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months https://t.co/n51ZWmrNsm"
X Link 2024-05-14T11:47Z [----] followers, 27.8K engagements
"#Silver 1h update. Broke out again"
X Link 2024-05-17T12:02Z [----] followers, [----] engagements
"Largo $LGO is up 25% in the last [--] days. Vanadium is trading at 51$/lb and with an average production cost at 7$+/lb vanadium prices trade around 30% below production cost. This makes Largo one of the highest R/R setups in commodity land"
X Link 2024-05-24T13:34Z [----] followers, 10.6K engagements
"Vanadium prices are waking up a little. LFG π₯ Largo $LGO as a primary producer and Energy Fuels $UUUU as a coproducer are my picks in the space. Largo $LGO is up 25% in the last [--] days. Vanadium is trading at 51$/lb and with an average production cost at 7$+/lb vanadium prices trade around 30% below production cost. This makes Largo one of the highest R/R setups in commodity land. https://t.co/GyHnQ46iEq Largo $LGO is up 25% in the last [--] days. Vanadium is trading at 51$/lb and with an average production cost at 7$+/lb vanadium prices trade around 30% below production cost. This makes Largo"
X Link 2024-05-30T15:02Z [----] followers, [----] engagements
"@MEtirol He is right. Nobody speaks about peace and the big mistake Europe made 2+ years ago. They want the war"
X Link 2024-06-10T12:47Z [----] followers, 33.5K engagements
"$SBSW Financials. Operational loss seems to be [--] million with a $407 million impairment loss. Group cash still $884M. US PGM workforce will reduce further to bring AISC back to $1000$ and a 200koz US PGM cut. SA operations and zinc look fine and bring positive FCF"
X Link 2024-09-12T11:25Z [----] followers, [----] engagements
"My top [--] portfolio [--]. Nexgen Energy $NXE [--]. Energy Fuels $UUUU [--]. Fission Uranium $FCU [--]. Mag Silver $MAG [--]. Adriatic metals $ADT [--]. Silvercrest $SILV [--]. Silvercorp $SVM [--]. Sibanye $SBSW [--]. Global Atomic $GLO [--]. Uranium Royalty $UROY"
X Link 2024-10-11T21:36Z [----] followers, 30.2K engagements
"#Vanadium market overview. There are some more smaller Chinese players but you see the point. We might be looking at 20% less vanadium production in the next few weeks. Comments welcome if you know more than me $LGO"
X Link 2024-11-20T19:20Z [----] followers, 13.7K engagements
"New adds from Sprott Americas Gold and Silver $USAS Largo $LGO Trilogy metals $TMQ Peabody Energy $BTU Sibanye Stillwater $SBSW Galiano Gold $GAU Solitario Resources $XPL Goldmining $GLDG A couple others that I don't own like Vista Gold and Vox Royalty"
X Link 2025-02-17T12:18Z [----] followers, 16.4K engagements
"$SBSW watch rhodium seems like it's picking up again Rhodium's 42x surge in just [--] years has to be one of the wildest price runs in metal market history $30000/oz is absolutely crazy https://t.co/qHeDFZamz4 Rhodium's 42x surge in just [--] years has to be one of the wildest price runs in metal market history $30000/oz is absolutely crazy https://t.co/qHeDFZamz4"
X Link 2025-03-07T13:34Z [----] followers, [----] engagements
"@mineralstocks From May [----]. Both mines should have been in production already for atleast [--] years. Instead they lost Madouela and Mutanga is nowhere close to be economically viable. Project needs $110/lb uranium to have a decent IRR of 285%. 51mlbs/yr. that are nowhere close to produce"
X Link 2025-03-23T17:30Z [----] followers, [----] engagements
"Mark Chalmers at $UUUU says that the U price needs to go up materially likely $150/lb. Projects like Goviex' Mutanga are not going into production below that. Energy fuels are net buyers of uranium spot instead of sellers at $65-70/lb. Pinyon plain produced at $40/lb now. @mineralstocks From May [----]. Both mines should have been in production already for atleast [--] years. Instead they lost Madouela and Mutanga is nowhere close to be economically viable. Project needs $110/lb uranium to have a decent IRR of 285%. 51mlbs/yr. that are nowhere close to produce. https://t.co/pyQDmZhS2i"
X Link 2025-05-06T08:46Z [----] followers, [----] engagements
"I sold my Adriatic metals at $552AUD (+108%) on Friday and Mag silver at $2140 (+65%). Takeout prices are $556AUD and $2054 respectively. I'm taking positions in Tag oil Arrow Exploration. Looking for more or add to current positions. If people have suggestions shoot"
X Link 2025-06-21T18:44Z [----] followers, 12.7K engagements
"Platinum $4000 by late [----] Bull market starts: Mid [----] - Mid [----] - Mid [----] [--] years between the starts of the Pt cycles"
X Link 2025-06-28T14:35Z [----] followers, 51K engagements
"Big deal for MP Materials #REE US seems desperate to secure their own REE's. Energy Fuels next $UUUU What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman Sachs for a new 10X magnet plant targeting [-----] What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman"
X Link 2025-07-10T10:34Z [----] followers, 13.7K engagements
"Sibanye Stillwater $SBSW forward P/E of [--]. Sasol $SSL forward P/E of [--]. Thungela $TGA.L P/E for [----] will be a bit less around [--] they expect a PE of 21x for [----]. All [--] are top [--] positions for me. Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but there are those that probably deserve the low multiple Despite the 147% rally YTD Sibanye $JSESSW still sitting on a 4.9x forward P/E. Who you holding/buying https://t.co/MdfsoJOhq7 Companies on the JSE ALSI with the lowest forward P/E ratios: Some interesting names that appear cheap but"
X Link 2025-07-14T12:48Z [----] followers, 27.2K engagements
"Sold some $SBSW with 106% gain at $857. Letting the rest ride"
X Link 2025-07-15T13:52Z [----] followers, [----] engagements
"@cleanmoney86 @Stockspy1 Simple. Ivanhoe Electric is a copper company. Santa Cruz worth [--] billion at this copper price. Copper price doing well. Energy Fuels is doing very well on uranium production and MP funding for rare earths. Largo produces vanadium and (ilmenite). Both commodities are depressed"
X Link 2025-07-17T17:54Z [----] followers, [---] engagements
"@Stockspy1 @cleanmoney86 Ivanhoe Electric doesn't produce vanadium owning a VRFB company isn't the same thing. Energy Fuels is not producing vanadium right now isn't economic for them"
X Link 2025-07-17T19:43Z [----] followers, [--] engagements
"$LGD.v Liberty gold. Wake up gold is up. Insiders have been buying small but this one is one of the cheapest developers out there still. It's a $1785B NPV5% for Black Pine at $3000/oz and I've calculated $784m NPV5% for Goldstrike at $3300/oz. Market cap $111m"
X Link 2025-07-21T19:48Z [----] followers, [----] engagements
"$GLO Global Atomic Perhaps a bold call: but the stock has bottomed imo. I'm ready to fill that weekly gap 280% higher vs the current share price"
X Link 2025-07-21T20:28Z [----] followers, 12.3K engagements
"$SBSW Public Investment Corporation Limited acquired an additional 5.16% stake in Sibanye Stillwater Limited"
X Link 2025-07-26T09:02Z [----] followers, [----] engagements
"$GRO Brazil Potash could produce by [----] at what otherwise would be the transportation cost if they ship it from e.g. Canada to Brazil. I took a starter at $169. Some institutions like Citadel advisors (Griffin) UBS Renaissance are also taking starters buying more. Why I just made $GRO a top-3 position. #Potash. Insane opportunity in my view. [--]. Brazil imports 8590% of its potash. Autazes tackles that gap directly. [--]. Phase one = [---] Mt/yr KCl expandable to [--] Mt/yr. [--]. All [--] installation licences securedconstruction greenlighted. https://t.co/JKkqURzCWI Why I just made $GRO a top-3 position."
X Link 2025-08-25T19:44Z [----] followers, [----] engagements
"$aauc Allied Gold is the cheapest major gold miner π CEO Peter Marrone owns C$104m. He's still buying. Trading at 031x NAV. I would've placed Aris Mining second cheapest too. Was taking a fresh look at Torex $txg.to (I hate Mexico and have been avoiding it). It is definitely cheap. Found this great table in the presentation. Look at the massive premium for Lundin Gold. They have P/NAV [---]. $lug.to https://t.co/pzJrUE6Tcc Was taking a fresh look at Torex $txg.to (I hate Mexico and have been avoiding it). It is definitely cheap. Found this great table in the presentation. Look at the massive"
X Link 2025-09-06T18:53Z [----] followers, [----] engagements
"$SVM Silvercorp at $532 premarket is still a joke. But atleast we're finally gonna take out 4-year highs. This is atleast a $4b company at current spot prices. $15-20 should be a walk in the park"
X Link 2025-09-12T12:01Z [----] followers, [----] engagements
"Fireweed Metals $FWZ.v Tungsten silver zinc are all up"
X Link 2025-09-12T17:23Z [----] followers, [----] engagements
"$PLG Platinum Group Metals - weekly breakout 2x average volume today"
X Link 2025-09-12T20:09Z [----] followers, 11K engagements
"Largo $LGO broke out yesterday on almost 4x avg volume $LGO Largo is the big play for the vanadium bull cycle. US boosting uranium reserves soon vanadium too More vanadium needed for VRFB demand Fake breakdown in progress downtrend breakout and now backtested positive divergences. They will make it and likely do 20x https://t.co/AlY0qX9bfP $LGO Largo is the big play for the vanadium bull cycle. US boosting uranium reserves soon vanadium too More vanadium needed for VRFB demand Fake breakdown in progress downtrend breakout and now backtested positive divergences. They will make it and likely"
X Link 2025-09-16T09:14Z [----] followers, [----] engagements
"Gold is almost at $4000/oz and Liberty Gold $LGD.v is 10x undervalued at $3000/oz. Now $221 million market cap and $357 million cash. Black Pine is probably worth $3 billion at current spot. This is too easy. $LGD.v Liberty gold. Wake up gold is up. Insiders have been buying small but this one is one of the cheapest developers out there still. It's a $1785B NPV5% for Black Pine at $3000/oz and I've calculated $784m NPV5% for Goldstrike at $3300/oz. Market cap $111m. https://t.co/TWoxTetvT8 $LGD.v Liberty gold. Wake up gold is up. Insiders have been buying small but this one is one of the"
X Link 2025-10-06T19:25Z [----] followers, [----] engagements
"Energy Fuels and Talon are the [--] most important critical metals companies in the US with Trilogy Metals already having received a stake. $tlo.to $tloff .@TalonMetals is likely the most important critical metals development company within the boarders of the USA. High-grade Nickel Copper PGMs Gold Cobalt. Recently made The Vault discover: Talon Metals Reports Record Assays from Historic Tamarack https://t.co/L1KHhSBni4 $tlo.to $tloff .@TalonMetals is likely the most important critical metals development company within the boarders of the USA. High-grade Nickel Copper PGMs Gold Cobalt. Recently"
X Link 2025-10-08T15:36Z [----] followers, [----] engagements
"Australia strategic mineral reserve. First gradually then all countries at once. Got commodities Australia Mulls US Deal $777 Million Rare-Earth Fund Age Says https://t.co/GXWGSGaQSE Australia Mulls US Deal $777 Million Rare-Earth Fund Age Says https://t.co/GXWGSGaQSE"
X Link 2025-10-12T11:53Z [----] followers, [----] engagements
"$GRO Brazil Potash spectacular action yesterday after retesting. 200sma taken out now for the first time"
X Link 2025-10-15T08:53Z [----] followers, [----] engagements
"Vanadium trending up 2%+ today in Europe $lgo $avl.ax"
X Link 2026-01-28T15:04Z [----] followers, [----] engagements
"And another +25% in Europe for vanadium. $LGO $AVL.AX Vanadium trending up 2%+ today in Europe $lgo $avl.ax https://t.co/LiweaWpjMo Vanadium trending up 2%+ today in Europe $lgo $avl.ax https://t.co/LiweaWpjMo"
X Link 2026-01-29T10:59Z [----] followers, [----] engagements
"Uranium miners vs physical uranium. If this is a triple bottom where does this end Well. Exxon Mobil producing 25-3% of the world energy is being valued at $400B. Meanwhile Nexgen who has the potential to produce 25% of the world energy around [----] is valued at $5B"
X Link 2024-01-14T12:38Z [----] followers, 36.2K engagements
"I've added Thungela resources $TGA.L to my portfolio. Thungela holds a substantial amount of the thermal coal operations in South Africa. Substract the cash position and you get all this coal basically for free. Price to book of [---] π Hot off the press: P/E of [---] and 20% dividend yield with this coal stock Introducing: a coal investment SO cheap that its metrics appear unbelievable. Latest stock pick out now π https://t.co/fVUA8BTUEk π Hot off the press: P/E of [---] and 20% dividend yield with this coal stock Introducing: a coal investment SO cheap that its metrics appear unbelievable."
X Link 2025-06-27T13:25Z [----] followers, 16.2K engagements
"It's done. True price discovery will come. 6M chart. #silver"
X Link 2025-06-30T21:14Z [----] followers, 47.7K engagements
"#Copper no resistance left. Only blue skies. 6M chart"
X Link 2025-06-30T21:27Z [----] followers, 26.5K engagements
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/creator/twitter::Valarian11