#  @Valarian11 Valarian Valarian posts on X about silver, gold, $uuuu, $sbsw the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1161401507486588933/interactions)  - [--] Week [------] +16% - [--] Month [------] -48% - [--] Months [-------] +17% - [--] Year [-------] +311% ### Mentions: [--] [#](/creator/twitter::1161401507486588933/posts_active)  - [--] Week [--] -57% - [--] Month [--] -39% - [--] Months [---] +54% - [--] Year [---] +68% ### Followers: [-----] [#](/creator/twitter::1161401507486588933/followers)  - [--] Week [-----] +1.50% - [--] Month [-----] +3.70% - [--] Months [-----] +27% - [--] Year [-----] +91% ### CreatorRank: [-------] [#](/creator/twitter::1161401507486588933/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 51.97% [stocks](/list/stocks) 11.81% [countries](/list/countries) 8.66% [cryptocurrencies](/list/cryptocurrencies) 3.94% [financial services](/list/financial-services) 3.15% [currencies](/list/currencies) 2.36% [technology brands](/list/technology-brands) 2.36% [social networks](/list/social-networks) 1.57% [exchanges](/list/exchanges) 1.57% [automotive brands](/list/automotive-brands) 0.79% **Social topic influence** [silver](/topic/silver) 23.62%, [gold](/topic/gold) #3707, [$uuuu](/topic/$uuuu) #4, [$sbsw](/topic/$sbsw) 11.02%, [platinum](/topic/platinum) 8.66%, [in the](/topic/in-the) 7.87%, [market cap](/topic/market-cap) 7.09%, [market](/topic/market) 6.3%, [$lgo](/topic/$lgo) #11, [breakout](/topic/breakout) 4.72% **Top accounts mentioned or mentioned by** [@disclosetv](/creator/undefined) [@omro1975](/creator/undefined) [@mrworldwide3056](/creator/undefined) [@bidbird10](/creator/undefined) [@mineralstocks](/creator/undefined) [@tbirdv](/creator/undefined) [@edark94](/creator/undefined) [@grok](/creator/undefined) [@olvehe](/creator/undefined) [@johnie36149708](/creator/undefined) [@culperresearch](/creator/undefined) [@alexanderdecroo](/creator/undefined) [@valuewave2022](/creator/undefined) [@comminvest](/creator/undefined) [@swedishuranium](/creator/undefined) [@pearsonpc](/creator/undefined) [@samsonli7](/creator/undefined) [@boronatcarles](/creator/undefined) [@anduranium](/creator/undefined) [@unnajasnoop](/creator/undefined) **Top assets mentioned** [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [SM Energy Company (SM)](/topic/$sm) [Allied Gold Corporation (AAUC)](/topic/$aauc) [Gamer Arena (GAU)](/topic/$gau) [MP Materials Corp. (MP)](/topic/$mp) [Sasol Limited (SSL)](/topic/$ssl) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Barrick Gold Corp. (GOLD)](/topic/$gold) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [LandBridge Company LLC (LB)](/topic/$lb) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [U.S. GoldMining Inc. (USGO)](/topic/$usgo) [Iagon (IAG)](/topic/$iag) [EQIFi (EQX)](/topic/$eqx) [Delysium (AGI)](/topic/$agi) ### Top Social Posts Top posts by engagements in the last [--] hours "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 $5bn. They're on an aggressive degearing campaign" [X Link](https://x.com/Valarian11/status/2018422200823333273) 2026-02-02T20:32Z [----] followers, [----] engagements "$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 "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 "Galiano gold $GAU surprised me with higher costs in Q1. Q2 was better but there's still a lot of room for improvement and thus margin expansion. Production is going to double with costs going down. AISC was $2251/oz in Q2. Can they produce 200koz at AISC = $1700/oz in '26 @value_wave2022 Currently looking at Galiano gold. 170koz producer in [----] with a 105M cash no debt. Let's say $1000 margin so that's [---] million a year. Market cap is $340M. That's a forward PE of [--] even when I don't count in their cash. @value_wave2022 Currently looking at Galiano gold. 170koz producer in [----] with a 105M" [X Link](https://x.com/Valarian11/status/1964321058095297016) 2025-09-06T13:33Z [----] 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 ๐ $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 ๐ค 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 "@olvehe @Johnie36149708 Go buy your Butcoin ๐" [X Link](https://x.com/Valarian11/status/2017942702529060868) 2026-02-01T12:46Z [----] followers, [--] engagements "+7% ๐ค New position $SM SM Energy New position $SM SM Energy" [X Link](https://x.com/Valarian11/status/2019102306298732746) 2026-02-04T17:34Z [----] 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 "@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. ๐ 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 "Looks like $GLD holdings are finally starting to trend up again. Gold price to $4000/oz" [X Link](https://x.com/anyuser/status/1900896140393914524) 2025-03-15T13:05Z [----] followers, [----] engagements "Brazil Potash price target $12 $GRO" [X Link](https://x.com/Valarian11/status/2018725386872385875) 2026-02-03T16:36Z [----] 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 "Sasol $ssl trying to breakout ๐ #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 "@Edark94 Emil buying pigs with makeup ๐" [X Link](https://x.com/Valarian11/status/2021973324251971668) 2026-02-12T15:43Z [----] 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 "@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 #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 https://t.co/PvXlbBh0TX https://x.com/i/status/1859315818330255803 #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" [X Link](https://x.com/Valarian11/status/2016634283599724759) 2026-01-28T22:07Z [----] 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 "Largo $LGO is about halfway through their turnaround Extend the debt & lower opex ๐ Iron ore contract for $56m ๐ 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 "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 "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 "@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 "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 "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 "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 "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. $LION.CN https://t.co/jMxPvcw5Tw" [X Link](https://x.com/Valarian11/status/2022048372086190558) 2026-02-12T20:41Z [----] followers, [----] engagements "My top reasons to believe gold is still in a bull market. 1) Descending wedge in gold. 2) 38.2% fib retracement from the bear market low in [----] to the top. 3) Same as March [----] the correction after Elliot wave [--] has returned to around the level of the correction wave 4" [X Link](https://x.com/Valarian11/status/1369031955824717824) 2021-03-08T21:07Z [----] followers, [---] engagements "Gold is dead. Its oversold on the monthly chart against other commodities like copper platinum silver oil. Also oversold against the s&p dow jones nasdaq & bitcoin. Buy gold & gold stocks it will change your life opportunity of a lifetime. #Gold" [X Link](https://x.com/Valarian11/status/1374679720755916804) 2021-03-24T11:09Z [----] followers, [---] engagements "Silver is worthless against the Dow Jones. It is now measuring at 0.0001x the DJI. This ratio was 56x higher in [----] at the peak. What a massive upside for silver if this pops. Welcome to perhaps the cheapest metal on planet Earth. #silver" [X Link](https://x.com/Valarian11/status/1392211651680690180) 2021-05-11T20:14Z [----] followers, [---] engagements "Buckle up. Gold has epic hidden bullish divergence on monthly stochastics. Gold price is up 130$ 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/Valarian11/status/1422578344739151873) 2021-08-03T15:21Z [----] followers, [---] engagements "@disclosetv Central Banks governments celebrities and now the Pope that looks after our health. ๐คก 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/Valarian11/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/Valarian11/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/Valarian11/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/Valarian11/status/1438908727600599040) 2021-09-17T16:52Z [----] followers, [--] engagements "@disclosetv Blablabla" [X Link](https://x.com/Valarian11/status/1443901609889738756) 2021-10-01T11:32Z [----] 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 ๐" [X Link](https://x.com/Valarian11/status/1456024698748346368) 2021-11-03T22:25Z [----] followers, [--] engagements "@disclosetv Group by group step by step" [X Link](https://x.com/Valarian11/status/1465647234201104394) 2021-11-30T11:41Z [----] followers, [--] engagements "@disclosetv" [X Link](https://x.com/Valarian11/status/1466024390970195973) 2021-12-01T12:40Z [----] followers, [--] engagements "@disclosetv They feel the pressure of the lions aka the people" [X Link](https://x.com/Valarian11/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 ๐คก" [X Link](https://x.com/Valarian11/status/1469054856044453890) 2021-12-09T21:22Z [----] followers, [--] engagements "@disclosetv Taking [--] jabs when he had natural antibodies. Such a lie" [X Link](https://x.com/Valarian11/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/Valarian11/status/1476881444358209574) 2021-12-31T11:42Z [----] followers, [--] engagements "@disclosetv" [X Link](https://x.com/Valarian11/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$. ๐The double bottom (21.4$) ๐Monthly bollinger support (2101$) ๐Fib support & and 50/200SMA are not that much lower from current levels. (19.5-20$)" [X Link](https://x.com/Valarian11/status/1522995922350792710) 2022-05-07T17:44Z [----] followers, [---] engagements "@disclosetv Hello Weimar" [X Link](https://x.com/Valarian11/status/1572152217951678467) 2022-09-20T09:14Z [----] followers, [--] engagements "@WatcherGuru I should have added Ponzi schemes but I ran out of space in this tweet" [X Link](https://x.com/Valarian11/status/1590105539010523137) 2022-11-08T22:14Z [----] followers, [---] engagements "Gold vs TLT. Probably nothing" [X Link](https://x.com/Valarian11/status/1591774875311837184) 2022-11-13T12:47Z [----] followers, [---] engagements "#Silver 3rd golden cross on the monthly chart in [--] years happened last year. Previous [--] times: [----] - [----] +10000% [----] - [----] +1000%" [X Link](https://x.com/Valarian11/status/1594689181112041472) 2022-11-21T13:48Z [----] followers, [---] engagements "Gold/silver ratio is [--] cent away from a daily death cross" [X Link](https://x.com/Valarian11/status/1596116123262472192) 2022-11-25T12:18Z [----] followers, [---] engagements "March [----] Silver bottomed vs Nasdaq โก Higher low September [----]. โ November [----] Silver price bottom (4$ โก 50$ in 2011) December [----] Silver bottomed vs Nasdaq โก Higher low August [----]. โSeptember [----] Silver price bottom (175$ โก 218.75$ in 2030)" [X Link](https://x.com/Valarian11/status/1597650329050677248) 2022-11-29T17:54Z [----] followers, [--] engagements "#silver Break the neckline $27 is next" [X Link](https://x.com/Valarian11/status/1598315836334301184) 2022-12-01T13:59Z [----] 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/Valarian11/status/1605235963738849281) 2022-12-20T16:17Z [----] followers, [----] engagements "Platinum is just saying goodbye to the bollinger band" [X Link](https://x.com/Valarian11/status/1608522197265711113) 2022-12-29T17:55Z [----] followers, [----] engagements "Silver is so bearish that a candle close today above this horizontal resistance is actually bullish. #silver" [X Link](https://x.com/Valarian11/status/1613961789720625155) 2023-01-13T18:10Z [----] followers, [----] engagements "#Gold had [--] months of red candles in a row followed by a massive bullish engulfing. In 1975-1976 there were [--] declining quarters followed by a massive bullish engulfing. Erased the entire decline in a V-shape like today in less candles" [X Link](https://x.com/Valarian11/status/1614725684118577154) 2023-01-15T20:46Z [----] followers, [----] engagements "@DonDurrett This was my chart for the Gold/Dow ratio somewhere in [----]. You can clearly see that we got rejected in [----]. 1929-1933: [---] - [---] 1976-1980: [---] - [---] 2023-2027: [---] - That would be the perfect symmetry (43 years in between). Gold chart likes perfection" [X Link](https://x.com/Valarian11/status/1617296676456222731) 2023-01-22T23:02Z [----] followers, 69.5K 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/Valarian11/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/Valarian11/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 ๐ฉถ๐ฅ" [X Link](https://x.com/anyuser/status/1691881315090485703) 2023-08-16T18:35Z [----] 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 $5B" [X Link](https://x.com/anyuser/status/1746512053341229148) 2024-01-14T12:38Z [----] followers, 36.2K engagements "$gold We broke the trendline of these [--] years. People are calling for a pullback already. Nobody believes it. Miners worst in [--] years and you care about a 20$ pullback" [X Link](https://x.com/Valarian11/status/1764730653130588311) 2024-03-04T19:12Z [----] followers, 42.1K engagements "$SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months" [X Link](https://x.com/Valarian11/status/1774108143254962677) 2024-03-30T16:15Z [----] followers, 15.6K engagements "Gold breaking out from a [--] year consolidation. Mainstream media not reporting the new highs. Gold thesis conditions met with the breakout. Writer(s) of gold & silver books still in doubt. Miners at [--] year bear market lows. This is it. The ERA of GOLD. ๐" [X Link](https://x.com/anyuser/status/1774140630974816483) 2024-03-30T18:24Z [----] followers, [----] engagements "@StealthQE4 We haven't seen anything yet. The baby gold bull of 2008-2011 will be nothing in comparison" [X Link](https://x.com/Valarian11/status/1774722231630745689) 2024-04-01T08:55Z [----] followers, 10.8K engagements "$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/Valarian11/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/Valarian11/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 "@TaviCosta So many people have a lot to learn" [X Link](https://x.com/Valarian11/status/1792608142062399859) 2024-05-20T17:27Z [----] 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/Valarian11/status/1793998959423447183) 2024-05-24T13:34Z [----] followers, 10.6K engagements "Vanadium prices are waking up a little. LFG ๐ฅ 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$+/lb vanadium prices trade around 30% below production cost. This makes Largo" [X Link](https://x.com/Valarian11/status/1796195527907737777) 2024-05-30T15:02Z [----] followers, [----] engagements "@MEtirol He is right. Nobody speaks about peace and the big mistake Europe made 2+ years ago. They want the war" [X Link](https://x.com/Valarian11/status/1800147857758175348) 2024-06-10T12:47Z [----] followers, 33.5K engagements "$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 "@MichaelAArouet Do you really have to ask" [X Link](https://x.com/Valarian11/status/1845001863332012491) 2024-10-12T07:21Z [----] followers, [----] engagements "Silver is still an 11x bagger" [X Link](https://x.com/Valarian11/status/1851281128910401821) 2024-10-29T15:13Z [----] followers, [----] 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 $LGO" [X Link](https://x.com/Valarian11/status/1859315818330255803) 2024-11-20T19:20Z [----] followers, 13.7K engagements "$SBSW Sibanye Stillwater and C5 Capital have entered into a deal to collaborate on uranium projects" [X Link](https://x.com/Valarian11/status/1859620714510168198) 2024-11-21T15:31Z [----] followers, [----] engagements "Energy fuels $uuuu has now solved their [--] largest problems with unsuspending the Toliara asset in Madagaskar and having a landmark agreement on uranium ore transport with the locals. ๐ช Energy Fuels Navajo Nation Department of Justice and Navajo Nation Environmental Protection Agency Sign Landmark Agreement on Uranium Ore Transport and Abandoned Mine Cleanup $EFR.TO https://t.co/ipUMcOvDCp Energy Fuels Navajo Nation Department of Justice and Navajo Nation Environmental Protection Agency Sign Landmark Agreement on Uranium Ore Transport and Abandoned Mine Cleanup $EFR.TO https://t.co/ipUMcOvDCp" [X Link](https://x.com/Valarian11/status/1884591568159441378) 2025-01-29T13:16Z [----] followers, [----] engagements "$SBSW Sibanye got a first small buy from Sprott Inc today" [X Link](https://x.com/Valarian11/status/1886895988801200314) 2025-02-04T21:53Z [----] followers, 24.6K engagements "$LUM.v Lumina gold Has my favorite type of setup. Will be a big winner. [--] billion NPV at $1950/oz gold. For $172m US market cap. Wheaton deal of $300m reduces the risks" [X Link](https://x.com/Valarian11/status/1889282028861813054) 2025-02-11T11:55Z [----] followers, [----] 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/Valarian11/status/1898004314225827968) 2025-03-07T13:34Z [----] followers, [----] engagements "Silversqueeze on steroids for round [--] #silver #silversqueeze" [X Link](https://x.com/anyuser/status/1899543390225908196) 2025-03-11T19:30Z [----] followers, 148K engagements "They are so broke that they are coming for our fiat savings. Buy physical gold and silver" [X Link](https://x.com/anyuser/status/1899581612406239653) 2025-03-11T22:02Z [----] followers, [----] engagements "Pretty sure this won't be the case at $4k gold. It's now slowly starting" [X Link](https://x.com/anyuser/status/1901971603182743758) 2025-03-18T12:19Z [----] 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/Valarian11/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/Valarian11/status/1919675009808626044) 2025-05-06T08:46Z [----] followers, [----] engagements "Energy Fuels $UUUU bought 50k lbs uranium at $6475/lb. They haven't sold any uranium or vanadium. Mark ticked the bottom again with his uranium purchase. FID on Donald in Q3 Toliara in Q1 [----] while ramping up uranium to 2M lbs in [----]. Next [--] months will shape the company. 3/6 Uranium sales blackout ๐Strategic stockpiling. Building inventory while deferring revenue = ๐ฅ cash out no inflow ๐งฏ The company mined [------] lbs U3O8 and bought [-----] lbs at $64.75/lb . Delaying sales until Q4 to fulfill long-term contracts at better 3/6 Uranium sales blackout ๐Strategic stockpiling. Building" [X Link](https://x.com/anyuser/status/1920412148565422177) 2025-05-08T09:35Z [----] followers, [----] engagements "$SBSW Sibanye next target $75-$8" [X Link](https://x.com/Valarian11/status/1921666836661252332) 2025-05-11T20:40Z [----] followers, [----] engagements "Holy shit USA senate and House sending letters to Hegseth to buy one year of vanadium supply ๐ฅ $LGO Isoja vanadiiniuutisia USA:sta. Tm voisi saada vanadiinin hinnan raketoimaan jos ostot tapahtuisi suhteellisen lyhyess ajassa ja jos "sijoittajat & hedget" alkaisivat ostamaan etukteen. Kuva kopioitu Hotcopperista. #Vanadium $LGO https://t.co/uWVPPuspiB Isoja vanadiiniuutisia USA:sta. Tm voisi saada vanadiinin hinnan raketoimaan jos ostot tapahtuisi suhteellisen lyhyess ajassa ja jos "sijoittajat & hedget" alkaisivat ostamaan etukteen. Kuva kopioitu Hotcopperista. #Vanadium $LGO" [X Link](https://x.com/anyuser/status/1922267302952628402) 2025-05-13T12:26Z [----] followers, 13.1K engagements "Sibanye $SBSW vs platinum. In hindsight it looks very easy to buy the entire time in [----]. Nobody would be at a loss right now" [X Link](https://x.com/anyuser/status/1926331894670442704) 2025-05-24T17:38Z [----] followers, [----] engagements "@Silver__Santa Blackrock silver. Should be 870m NPV at the current spot prices. And the next maiden resources + PEA will make it even higher. C$118m market cap with C15M in cash. Pretty high conviction for the coming [--] months lots of catalysts on an exploding silver price" [X Link](https://x.com/anyuser/status/1931373877927489706) 2025-06-07T15:33Z [----] followers, [----] engagements "I'm watching silver it looks ripe to turn higher" [X Link](https://x.com/Valarian11/status/1933464309348380961) 2025-06-13T09:59Z [----] followers, [----] engagements "#Silver is backtesting the breakout" [X Link](https://x.com/Valarian11/status/1935654951566373142) 2025-06-19T11:04Z [----] 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 "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 [---] ๐ 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 ๐ https://t.co/fVUA8BTUEk ๐ 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/anyuser/status/1938589502588465337) 2025-06-27T13:25Z [----] followers, 16.2K 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 "It's done. True price discovery will come. 6M chart. #silver" [X Link](https://x.com/anyuser/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 "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 $857. Letting the rest ride" [X Link](https://x.com/anyuser/status/1945119333186777427) 2025-07-15T13:52Z [----] followers, [----] engagements "$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 "Energy Fuels $UUUU vs Physical uranium $U.UN. The knife cutting through the butter pattern. Long term breakout" [X Link](https://x.com/Valarian11/status/1963942914871992403) 2025-09-05T12:30Z [----] followers, [----] engagements "$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 $FWZ.v Tungsten silver zinc are all up" [X Link](https://x.com/Valarian11/status/1966553208295174368) 2025-09-12T17:23Z [----] followers, [----] engagements "$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 "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/anyuser/status/1971228301453820362) 2025-09-25T15:00Z [----] followers, 16.8K 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 "Bravo Mining $BRVO.v hasn't really followed the recent rally's in PGM's. We're talking $300m market cap with an NPV of $15B at current spot prices. Good balance sheet $215m (as of [--] June 2025)with no debt and high insider ownership (close to 50%)" [X Link](https://x.com/anyuser/status/1975934696249798775) 2025-10-08T14:41Z [----] 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/Valarian11/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 "Hello Donald project $UUUU Funding chance is now very high with your HREE's ๐" [X Link](https://x.com/anyuser/status/1980334786741956692) 2025-10-20T18:06Z [----] followers, 24K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Valarian11 ValarianValarian posts on X about silver, gold, $uuuu, $sbsw the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 51.97% stocks 11.81% countries 8.66% cryptocurrencies 3.94% financial services 3.15% currencies 2.36% technology brands 2.36% social networks 1.57% exchanges 1.57% automotive brands 0.79%
Social topic influence silver 23.62%, gold #3707, $uuuu #4, $sbsw 11.02%, platinum 8.66%, in the 7.87%, market cap 7.09%, market 6.3%, $lgo #11, breakout 4.72%
Top accounts mentioned or mentioned by @disclosetv @omro1975 @mrworldwide3056 @bidbird10 @mineralstocks @tbirdv @edark94 @grok @olvehe @johnie36149708 @culperresearch @alexanderdecroo @valuewave2022 @comminvest @swedishuranium @pearsonpc @samsonli7 @boronatcarles @anduranium @unnajasnoop
Top assets mentioned Energy Fuels Inc. (UUUU) SM Energy Company (SM) Allied Gold Corporation (AAUC) Gamer Arena (GAU) MP Materials Corp. (MP) Sasol Limited (SSL) NexGen Energy Ltd. (NXE) Barrick Gold Corp. (GOLD) JPMorgan Chase (JPM) LandBridge Company LLC (LB) Civitas Resources, Inc. (CIVI) U.S. GoldMining Inc. (USGO) Iagon (IAG) EQIFi (EQX) Delysium (AGI)
Top posts by engagements in the last [--] hours
"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 $5bn. They're on an aggressive degearing campaign"
X Link 2026-02-02T20:32Z [----] followers, [----] engagements
"$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
"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
"Galiano gold $GAU surprised me with higher costs in Q1. Q2 was better but there's still a lot of room for improvement and thus margin expansion. Production is going to double with costs going down. AISC was $2251/oz in Q2. Can they produce 200koz at AISC = $1700/oz in '26 @value_wave2022 Currently looking at Galiano gold. 170koz producer in [----] with a 105M cash no debt. Let's say $1000 margin so that's [---] million a year. Market cap is $340M. That's a forward PE of [--] even when I don't count in their cash. @value_wave2022 Currently looking at Galiano gold. 170koz producer in [----] with a 105M"
X Link 2025-09-06T13:33Z [----] 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 ๐ $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 ๐ค 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
"@olvehe @Johnie36149708 Go buy your Butcoin ๐"
X Link 2026-02-01T12:46Z [----] followers, [--] engagements
"+7% ๐ค New position $SM SM Energy New position $SM SM Energy"
X Link 2026-02-04T17:34Z [----] 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
"@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. ๐ 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
"Looks like $GLD holdings are finally starting to trend up again. Gold price to $4000/oz"
X Link 2025-03-15T13:05Z [----] followers, [----] engagements
"Brazil Potash price target $12 $GRO"
X Link 2026-02-03T16:36Z [----] 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
"Sasol $ssl trying to breakout ๐ #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
"@Edark94 Emil buying pigs with makeup ๐"
X Link 2026-02-12T15:43Z [----] 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
"@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 #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 https://t.co/PvXlbBh0TX https://x.com/i/status/1859315818330255803 #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"
X Link 2026-01-28T22:07Z [----] 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
"Largo $LGO is about halfway through their turnaround Extend the debt & lower opex ๐ Iron ore contract for $56m ๐ 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
"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
"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
"@grok @boronat_carles @AndUranium @UnnajaSnoop What about EQ resources and Almonty tungsten"
X Link 2026-02-11T21:49Z [----] 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
"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
"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
"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. $LION.CN https://t.co/jMxPvcw5Tw"
X Link 2026-02-12T20:41Z [----] followers, [----] engagements
"My top reasons to believe gold is still in a bull market. 1) Descending wedge in gold. 2) 38.2% fib retracement from the bear market low in [----] to the top. 3) Same as March [----] the correction after Elliot wave [--] has returned to around the level of the correction wave 4"
X Link 2021-03-08T21:07Z [----] followers, [---] engagements
"Gold is dead. Its oversold on the monthly chart against other commodities like copper platinum silver oil. Also oversold against the s&p dow jones nasdaq & bitcoin. Buy gold & gold stocks it will change your life opportunity of a lifetime. #Gold"
X Link 2021-03-24T11:09Z [----] followers, [---] engagements
"Silver is worthless against the Dow Jones. It is now measuring at 0.0001x the DJI. This ratio was 56x higher in [----] at the peak. What a massive upside for silver if this pops. Welcome to perhaps the cheapest metal on planet Earth. #silver"
X Link 2021-05-11T20:14Z [----] followers, [---] engagements
"Buckle up. Gold has epic hidden bullish divergence on monthly stochastics. Gold price is up 130$ 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. ๐คก 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
"@disclosetv Blablabla"
X Link 2021-10-01T11:32Z [----] 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 ๐"
X Link 2021-11-03T22:25Z [----] followers, [--] engagements
"@disclosetv Group by group step by step"
X Link 2021-11-30T11:41Z [----] followers, [--] engagements
"@disclosetv"
X Link 2021-12-01T12:40Z [----] 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 ๐คก"
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$. ๐The double bottom (21.4$) ๐Monthly bollinger support (2101$) ๐Fib support & and 50/200SMA are not that much lower from current levels. (19.5-20$)"
X Link 2022-05-07T17:44Z [----] followers, [---] engagements
"@disclosetv Hello Weimar"
X Link 2022-09-20T09:14Z [----] followers, [--] engagements
"@WatcherGuru I should have added Ponzi schemes but I ran out of space in this tweet"
X Link 2022-11-08T22:14Z [----] followers, [---] engagements
"Gold vs TLT. Probably nothing"
X Link 2022-11-13T12:47Z [----] followers, [---] engagements
"#Silver 3rd golden cross on the monthly chart in [--] years happened last year. Previous [--] times: [----] - [----] +10000% [----] - [----] +1000%"
X Link 2022-11-21T13:48Z [----] followers, [---] engagements
"Gold/silver ratio is [--] cent away from a daily death cross"
X Link 2022-11-25T12:18Z [----] followers, [---] engagements
"March [----] Silver bottomed vs Nasdaq โก Higher low September [----]. โ
November [----] Silver price bottom (4$ โก 50$ in 2011) December [----] Silver bottomed vs Nasdaq โก Higher low August [----]. โSeptember [----] Silver price bottom (175$ โก 218.75$ in 2030)"
X Link 2022-11-29T17:54Z [----] followers, [--] engagements
"#silver Break the neckline $27 is next"
X Link 2022-12-01T13:59Z [----] 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
"Platinum is just saying goodbye to the bollinger band"
X Link 2022-12-29T17:55Z [----] 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
"#Gold had [--] months of red candles in a row followed by a massive bullish engulfing. In 1975-1976 there were [--] declining quarters followed by a massive bullish engulfing. Erased the entire decline in a V-shape like today in less candles"
X Link 2023-01-15T20:46Z [----] followers, [----] engagements
"@DonDurrett This was my chart for the Gold/Dow ratio somewhere in [----]. You can clearly see that we got rejected in [----]. 1929-1933: [---] - [---] 1976-1980: [---] - [---] 2023-2027: [---] - That would be the perfect symmetry (43 years in between). Gold chart likes perfection"
X Link 2023-01-22T23:02Z [----] followers, 69.5K 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 ๐ฉถ๐ฅ"
X Link 2023-08-16T18:35Z [----] 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 $5B"
X Link 2024-01-14T12:38Z [----] followers, 36.2K engagements
"$gold We broke the trendline of these [--] years. People are calling for a pullback already. Nobody believes it. Miners worst in [--] years and you care about a 20$ pullback"
X Link 2024-03-04T19:12Z [----] followers, 42.1K engagements
"$SBSW First signs of positive divergence now. Platinum group metals below production cost. 510% UBS investment 511% Lingotto Investment 5.64% JP Morgan Chase investment Insiders buying In the last [--] months"
X Link 2024-03-30T16:15Z [----] followers, 15.6K engagements
"Gold breaking out from a [--] year consolidation. Mainstream media not reporting the new highs. Gold thesis conditions met with the breakout. Writer(s) of gold & silver books still in doubt. Miners at [--] year bear market lows. This is it. The ERA of GOLD. ๐"
X Link 2024-03-30T18:24Z [----] followers, [----] engagements
"@StealthQE4 We haven't seen anything yet. The baby gold bull of 2008-2011 will be nothing in comparison"
X Link 2024-04-01T08:55Z [----] followers, 10.8K engagements
"$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
"@TaviCosta So many people have a lot to learn"
X Link 2024-05-20T17:27Z [----] 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 ๐ฅ 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
"@MichaelAArouet Do you really have to ask"
X Link 2024-10-12T07:21Z [----] followers, [----] engagements
"Silver is still an 11x bagger"
X Link 2024-10-29T15:13Z [----] followers, [----] 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 $LGO"
X Link 2024-11-20T19:20Z [----] followers, 13.7K engagements
"$SBSW Sibanye Stillwater and C5 Capital have entered into a deal to collaborate on uranium projects"
X Link 2024-11-21T15:31Z [----] followers, [----] engagements
"Energy fuels $uuuu has now solved their [--] largest problems with unsuspending the Toliara asset in Madagaskar and having a landmark agreement on uranium ore transport with the locals. ๐ช Energy Fuels Navajo Nation Department of Justice and Navajo Nation Environmental Protection Agency Sign Landmark Agreement on Uranium Ore Transport and Abandoned Mine Cleanup $EFR.TO https://t.co/ipUMcOvDCp Energy Fuels Navajo Nation Department of Justice and Navajo Nation Environmental Protection Agency Sign Landmark Agreement on Uranium Ore Transport and Abandoned Mine Cleanup $EFR.TO https://t.co/ipUMcOvDCp"
X Link 2025-01-29T13:16Z [----] followers, [----] engagements
"$SBSW Sibanye got a first small buy from Sprott Inc today"
X Link 2025-02-04T21:53Z [----] followers, 24.6K engagements
"$LUM.v Lumina gold Has my favorite type of setup. Will be a big winner. [--] billion NPV at $1950/oz gold. For $172m US market cap. Wheaton deal of $300m reduces the risks"
X Link 2025-02-11T11:55Z [----] followers, [----] 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
"Silversqueeze on steroids for round [--] #silver #silversqueeze"
X Link 2025-03-11T19:30Z [----] followers, 148K engagements
"They are so broke that they are coming for our fiat savings. Buy physical gold and silver"
X Link 2025-03-11T22:02Z [----] followers, [----] engagements
"Pretty sure this won't be the case at $4k gold. It's now slowly starting"
X Link 2025-03-18T12:19Z [----] 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
"Energy Fuels $UUUU bought 50k lbs uranium at $6475/lb. They haven't sold any uranium or vanadium. Mark ticked the bottom again with his uranium purchase. FID on Donald in Q3 Toliara in Q1 [----] while ramping up uranium to 2M lbs in [----]. Next [--] months will shape the company. 3/6 Uranium sales blackout ๐Strategic stockpiling. Building inventory while deferring revenue = ๐ฅ cash out no inflow ๐งฏ The company mined [------] lbs U3O8 and bought [-----] lbs at $64.75/lb . Delaying sales until Q4 to fulfill long-term contracts at better 3/6 Uranium sales blackout ๐Strategic stockpiling. Building"
X Link 2025-05-08T09:35Z [----] followers, [----] engagements
"$SBSW Sibanye next target $75-$8"
X Link 2025-05-11T20:40Z [----] followers, [----] engagements
"Holy shit USA senate and House sending letters to Hegseth to buy one year of vanadium supply ๐ฅ $LGO Isoja vanadiiniuutisia USA:sta. Tm voisi saada vanadiinin hinnan raketoimaan jos ostot tapahtuisi suhteellisen lyhyess ajassa ja jos "sijoittajat & hedget" alkaisivat ostamaan etukteen. Kuva kopioitu Hotcopperista. #Vanadium $LGO https://t.co/uWVPPuspiB Isoja vanadiiniuutisia USA:sta. Tm voisi saada vanadiinin hinnan raketoimaan jos ostot tapahtuisi suhteellisen lyhyess ajassa ja jos "sijoittajat & hedget" alkaisivat ostamaan etukteen. Kuva kopioitu Hotcopperista. #Vanadium $LGO"
X Link 2025-05-13T12:26Z [----] followers, 13.1K engagements
"Sibanye $SBSW vs platinum. In hindsight it looks very easy to buy the entire time in [----]. Nobody would be at a loss right now"
X Link 2025-05-24T17:38Z [----] followers, [----] engagements
"@Silver__Santa Blackrock silver. Should be 870m NPV at the current spot prices. And the next maiden resources + PEA will make it even higher. C$118m market cap with C15M in cash. Pretty high conviction for the coming [--] months lots of catalysts on an exploding silver price"
X Link 2025-06-07T15:33Z [----] followers, [----] engagements
"I'm watching silver it looks ripe to turn higher"
X Link 2025-06-13T09:59Z [----] followers, [----] engagements
"#Silver is backtesting the breakout"
X Link 2025-06-19T11:04Z [----] 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
"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 [---] ๐ 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 ๐ https://t.co/fVUA8BTUEk ๐ 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
"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
"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
"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 $857. Letting the rest ride"
X Link 2025-07-15T13:52Z [----] followers, [----] engagements
"$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
"Energy Fuels $UUUU vs Physical uranium $U.UN. The knife cutting through the butter pattern. Long term breakout"
X Link 2025-09-05T12:30Z [----] followers, [----] engagements
"$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
"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, 16.8K 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
"Bravo Mining $BRVO.v hasn't really followed the recent rally's in PGM's. We're talking $300m market cap with an NPV of $15B at current spot prices. Good balance sheet $215m (as of [--] June 2025)with no debt and high insider ownership (close to 50%)"
X Link 2025-10-08T14:41Z [----] 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
"Hello Donald project $UUUU Funding chance is now very high with your HREE's ๐"
X Link 2025-10-20T18:06Z [----] followers, 24K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Valarian11