# ![@daando37 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1354204848728797187.png) @daando37 daando37

daando37 posts on X about china, dyor, copper, $ngphf the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1354204848728797187/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354204848728797187/c:line/m:interactions.svg)

- [--] Week [------] +22%
- [--] Month [------] +119%
- [--] Months [-------] +4,542%
- [--] Year [-------] +588%

### Mentions: [--] [#](/creator/twitter::1354204848728797187/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354204848728797187/c:line/m:posts_active.svg)

- [--] Week [--] -34%
- [--] Month [---] +77%
- [--] Months [---] +2,823%
- [--] Year [---] +400%

### Followers: [-----] [#](/creator/twitter::1354204848728797187/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354204848728797187/c:line/m:followers.svg)

- [--] Week [-----] -0.10%
- [--] Month [-----] +6.30%
- [--] Months [-----] +53%
- [--] Year [-----] +55%

### CreatorRank: [---------] [#](/creator/twitter::1354204848728797187/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1354204848728797187/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  43% [countries](/list/countries)  27% [stocks](/list/stocks)  2% [automotive brands](/list/automotive-brands)  2% [cryptocurrencies](/list/cryptocurrencies)  2% [celebrities](/list/celebrities)  2% [currencies](/list/currencies)  2% [agencies](/list/agencies)  1%

**Social topic influence**
[china](/topic/china) 17%, [dyor](/topic/dyor) #211, [copper](/topic/copper) 8%, [$ngphf](/topic/$ngphf) 8%, [$gln](/topic/$gln) 6%, [if you](/topic/if-you) 6%, [build](/topic/build) 5%, [$qtwo](/topic/$qtwo) 5%, [$ngc](/topic/$ngc) 5%, [silver](/topic/silver) 5%

**Top accounts mentioned or mentioned by**
[@tsxvngc](/creator/undefined) [@greenorigininv](/creator/undefined) [@elonmusk](/creator/undefined) [@lithiumionbull](/creator/undefined) [@exnerpirot](/creator/undefined) [@pianofan2](/creator/undefined) [@tlminingscout](/creator/undefined) [@rhomoiola](/creator/undefined) [@mattfernley](/creator/undefined) [@mondyinvest](/creator/undefined) [@claudiohfox](/creator/undefined) [@q2metals](/creator/undefined) [@ameroundup](/creator/undefined) [@eagleoneaglest](/creator/undefined) [@respeculator](/creator/undefined) [@diabloresources](/creator/undefined) [@jackprandelli](/creator/undefined) [@shell](/creator/undefined) [@libull888](/creator/undefined) [@divedundee](/creator/undefined)

**Top assets mentioned**
[Q2 Holdings Inc (QTWO)](/topic/$qtwo) [Carter's Inc. (CRI)](/topic/$cri) [ENVESTNET, INC. (ENV)](/topic/$env) [Tesla, Inc. (TSLA)](/topic/tesla) [EGO (EGO)](/topic/$ego)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HGO $HGO.AX q4 was simple. tonnes moved metal shipped nugent stopped being a powerpoint layer. finally somebody ran a mine instead of running their mouth. '25 cu production 11.3kt hits the band AIC ex nugent 4.29/lb lands under the top end & q4 processing 410kt @ 0.76% Cu w/ 95.5% recovery annualises 1.6mtpa (q run rate). that's close enough to make 1.7-1.8mtpa a real test not a fantasy. nugent is now real infrastructure: production started [--] oct breakthrough hit [--] dec decline loop access is there to relieve kavanagh congestion. that's how you dilute fixed costs. the don't get cute part is"  
[X Link](https://x.com/daando37/status/2014199428886736914)  2026-01-22T04:52Z [----] followers, [---] engagements


"@GreenOriginInv for sure. everyone screams 'dependence'. nobody prices it .1% lithium refining shift ex china = $0.52-$0.95bn CAPEX. this 1% supplies lithium for 490k-608k tesla model y rwd packs/yr (60 kWh)"  
[X Link](https://x.com/daando37/status/2017958243868213315)  2026-02-01T13:48Z [----] followers, [--] engagements


"i've been holding $EGO $ELD.TO eldorado since the early '20s so today's foran mining takeout is a confirmation trade. a producer just paid c$3.8b for a near term vms build that already did the two things most developers never do: prove a real orebody in a real camp then drag it far enough down the execution tunnel that a major can see first payable concentrate not just a pretty resource table. eldorado even name checked stepping up exploration at tesla which tells you exactly what they think they're buying: a camp not a one off. here's the geology the part everyone loves to hand wave even"  
[X Link](https://x.com/daando37/status/2018400833050759422)  2026-02-02T19:07Z [----] followers, [----] engagements


"trade initiatives don't beat choke points. china didn't win critical minerals by writing memos. they won by owning processing know how & qualification. if the eu us deal isn't underwriting midstream it's just sanctions era marketing w/ nicer fonts. bilateral agreements are fine. but if the outcome is still 'mine here refine there buy back at a premium' you didn't build resilience. you just renamed dependency. https://twitter.com/i/web/status/2019165870904295523 https://twitter.com/i/web/status/2019165870904295523"  
[X Link](https://x.com/daando37/status/2019165870904295523)  2026-02-04T21:47Z [----] followers, [---] engagements


"'50GW' is nameplate not output. nrel shows the us produced [--] GWdc modules in the first [--] months of '24 (q3 [--] GWdc) & [--] GWdc for full year '24. seia shows the us installed [--] GWdc in '24. translation: 24% self supply even after the ramp up. & even if module assembly hits 100% utilization that's not 'control'. china still owns the choke points: polysilicon / wafers / cells. assembly is the easy end of the chain. so yeah congrats on factories. but don't call it independence. it's still dependence w/ a domestic sticker"  
[X Link](https://x.com/daando37/status/2019306743839314404)  2026-02-05T07:06Z [----] followers, [--] engagements


"run the math: anchor electricity OPEX drops c1/AISC compress"  
[X Link](https://x.com/daando37/status/2020632928129368572)  2026-02-08T22:56Z [----] followers, [--] engagements


"per tonne savings compound. LOM cashflow moves even in a 'price only' scenario"  
[X Link](https://x.com/daando37/status/2020633148498022628)  2026-02-08T22:57Z [----] followers, [--] engagements


"from a corporate angle this is $GLEN $GLEN.L doing the only rational thing you can do w/ a tier [--] copper/cobalt asset sitting in a tier [--] jurisdiction: de-risk by sharing exposure keep operatorship & upside optionality & let united states help carry sovereign risk. but don't kid yourself: this doesn't solve refining. it just secures feed. end to end leverage still needs midstream. you bought a share of nameplate. you didn't buy guaranteed uptime. dyor. no financial advice. BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed"  
[X Link](https://x.com/daando37/status/2018744307134427458)  2026-02-03T17:52Z [----] followers, [---] engagements


"the funny point about today's $GLEN $GLEN.L news is i wrote this movie for #lithium already. i said the slr (strategic lithium reserve credit to @LithiumIonBull) can't just be a buyer of spot tonnes alone. a reserve w/o sovereign inflow is a warehouse that gets front run emptied then blamed. so i floated the obvious extension: state backed equity stakes in upstream projects CAPEX support & contractual flow. i even used 30-40% as the clean template. now the headline drops: non binding mou for 40%. turns out 'strategic autonomy' isn't a slogan. it's ownership rights financing & offtake. you"  
[X Link](https://x.com/daando37/status/2018775250817696123)  2026-02-03T19:55Z [----] followers, [---] engagements


"@ExnerPirot the real own goal: everyone screams 'build western midstream' until the first cheque needs a permit that survives the next election cycle. so the west keeps outsourcing refining while pretending it's a values choice. CAPEX hates moving goalposts. capital just leaves"  
[X Link](https://x.com/daando37/status/2018914552596013428)  2026-02-04T05:08Z [----] followers, [---] engagements


"@PianoFan2 if the us wants 'strategic supply' it stops shopping spot & starts underwriting the build. that's how $GLN turns from optionality into a de risked pipeline"  
[X Link](https://x.com/daando37/status/2020635503863673173)  2026-02-08T23:07Z [----] followers, [---] engagements


"between all the copper/critical minerals noise keep these two slides. the 'price floor' talk is an admission. supply fails on lead times. policy can announce resilience. it can't compress mine lead times. 1% = [---] kt/yr (2030e). build: $5-10bn & 6-12 yrs of geology/permits/ramp up. buy: $8-16bn & politics but faster (if sellers exist). same war. different weapons. dyor. no financial advice"  
[X Link](https://x.com/daando37/status/2019144761572020574)  2026-02-04T20:23Z [----] followers, [---] engagements


"the west is arguing about 'critical minerals share' like it's a spreadsheet problem. china is massively scaling the demand engine it already owns: power. they're not 'starting'. they're extending a lead the west can barely see. that's why i keep saying $EMH $EMH.AX isn't just a lithium project. it's a european electricity infrastructure project wearing a lithium ticker. the value isn't just in ore. it's in whether europe can actually deliver reliable cheap power + permits & grid capacity for conversion. w/o that 'local lithium' is just expensive rock w/ a patriotic brochure. you don't beat a"  
[X Link](https://x.com/daando37/status/2019282919257202822)  2026-02-05T05:32Z [----] followers, [----] engagements


"this is what the slide decks map out: CAPEX demand charging grid ramp up vs nameplate dealer economics & power costs all collide at once. china doesn't win EVs by 'being greener.' it wins by owning the industrial stack power & throughput. the west just wrote down the gap. dyor. no financial advice. https://www.cnbc.com/2026/02/06/stellantis-reset-business-electric-vehicles.htmltaid=e85c093b-0345-441b-9b2f-3e5aff696820&utm_campaign=trueanthem&utm_content=intl&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/daando37/status/2019756116033380717)  2026-02-06T12:52Z [----] followers, [---] engagements


"$EMH $EMH.AX dfs shows it: power is embedded in opex. ignore it & you misprice the asset. dyor. no financial advice. the west is arguing about 'critical minerals share' like it's a spreadsheet problem. china is massively scaling the demand engine it already owns: power. they're not 'starting'. they're extending a lead the west can barely see. that's why i keep saying $EMH $EMH.AX isn't just a the west is arguing about 'critical minerals share' like it's a spreadsheet problem. china is massively scaling the demand engine it already owns: power. they're not 'starting'. they're extending a lead"  
[X Link](https://x.com/daando37/status/2020632462901047678)  2026-02-08T22:54Z [----] followers, [---] engagements


"solar & BESS isn't magic. it's delivered /kWh stabilization inside a realistic band"  
[X Link](https://x.com/daando37/status/2020633633418367404)  2026-02-08T22:59Z [----] followers, [--] engagements


"upside is policy & execution gated. permitting grid delivery scope & timeline. dyor. no financial advice"  
[X Link](https://x.com/daando37/status/2020633917217534371)  2026-02-08T23:00Z [----] followers, [--] engagements


"$QTWO.V $QTWO's pitch is clean: big system quebec jurisdiction rail/port proximity & near term catalysts. the only thing that matters now is execution: inferred mre in weeks pea later '26. bullish on the setup neutral until the mre prints & the geology still holds under tighter spacing. dyor. no financial advice. 🎙#ICYMI Q2 Metals President/CEO Alicia Milne discussed the Company and the Cisco Lithium Project with @tl_miningscout last week. $QTWO $QTWO.V $QUEXF 📺Click here to watch the full interview➡: https://t.co/udH9bi3Lis https://t.co/LTdExvELQh 🎙#ICYMI Q2 Metals President/CEO Alicia"  
[X Link](https://x.com/daando37/status/2020931892183273874)  2026-02-09T18:44Z [----] followers, [---] engagements


"everyone wants to 'reduce china's share' like it's a procurement exercise. one of china's advantages is throughput: cheap electrons fast grid buildout faster permitting & faster ramp up learning. $ALB's kemerton didn't 'prove projects can't work'. it exposed where the west gets constrained: delivered power cost & time. geology wasn't the problem. industrial context was. don't twist that into 'projects are doomed'. plenty are viable on baseline economics. the point is: policy execution can upgrade viable projects into structurally advantaged ones. that's why $EMH reads like a lithium project"  
[X Link](https://x.com/daando37/status/2021984107350073529)  2026-02-12T16:25Z [----] followers, [---] engagements


"$NGC 926% $NGPHF 819% @TSXV_NGC #graphite"  
[X Link](https://x.com/daando37/status/1562175887608528896)  2022-08-23T20:32Z [---] followers, [--] engagements


"$NGC $NGPHF the #graphite plant in namibia is hiring new workers to resume production by the middle of next year. 🏗"  
[X Link](https://x.com/daando37/status/1562420466001723392)  2022-08-24T12:44Z [---] followers, [--] engagements


"$NGC $NGPHF northern filed a technical report relating to the pea of its okanjande/okorusu #graphite project in namibia. okanjande/okorusu back in operation mid '23 average production of [-----] tpa graphite concentrate with 96% carbon content over all size fractions"  
[X Link](https://x.com/daando37/status/1562515436951855104)  2022-08-24T19:01Z [---] followers, [--] engagements


"$NGC 1695% $NGPHF 1765% @TSXV_NGC 🔥 big day for northern #graphite"  
[X Link](https://x.com/daando37/status/1562542125903884288)  2022-08-24T20:47Z [---] followers, [--] engagements


"@TSXV_NGC $NGC.V $NGPHF i think they need you 😉. https://www.ft.com/content/46e5c98e-f9cd-4e88-8cd5-23427522c093 https://www.ft.com/content/46e5c98e-f9cd-4e88-8cd5-23427522c093"  
[X Link](https://x.com/daando37/status/1594805635979288579)  2022-11-21T21:31Z [---] followers, [--] engagements


"$NGC $NGPHF @TSXV_NGC 👀 #graphite Northern Graphite Enters Agreement to Select a Site for Construction of North America's Largest Battery Anode Material Plant Full Story: https://t.co/3BEW5FQe5e @TSXV_NGC $NGC.CA $NGC.V $NGPHF #fuelcells #graphene #graphite #lithiumionbatteries #VRFBs #EnergyMetals #Mining Northern Graphite Enters Agreement to Select a Site for Construction of North America's Largest Battery Anode Material Plant Full Story: https://t.co/3BEW5FQe5e @TSXV_NGC $NGC.CA $NGC.V $NGPHF #fuelcells #graphene #graphite #lithiumionbatteries #VRFBs #EnergyMetals #Mining"  
[X Link](https://x.com/daando37/status/1612821825540526080)  2023-01-10T14:41Z [---] followers, [--] engagements


"rough #graphite day. @TSXV_NGC $NGC.V $NGPHF"  
[X Link](https://x.com/daando37/status/1612917542456008725)  2023-01-10T21:01Z [---] followers, [---] engagements


"very strong news in this year so far. #graphite @TSXV_NGC $NGC.V $NGPHF Northern Graphite and Graphex Technologies Join Forces on Large-Scale Graphite Processing Facility Site Evaluations in Baie-Comeau - Junior Mining Network $NGC.V https://t.co/fg0oYijU5e Northern Graphite and Graphex Technologies Join Forces on Large-Scale Graphite Processing Facility Site Evaluations in Baie-Comeau - Junior Mining Network $NGC.V https://t.co/fg0oYijU5e"  
[X Link](https://x.com/daando37/status/1613539782600056832)  2023-01-12T14:13Z [---] followers, [---] engagements


"#niobium quietly flashing multi-percent grades while half the market still googles what niobium is. $PNN drops [--] rc holes/auger grid lights up/mre targeted for q1 [--]. they dont even own the project yet (just an option) & still outperform half the developers. dyor. Weve reported further high-grade #niobium and rare earth element results at the Santa Anna carbonatite project in Brazil with latest assays from the 1000m auger drilling program returning 20m at 2006ppm NbO from surface to EOH and 20m at 4757ppm TREO from surface to EOH https://t.co/f4gLvwIMKP Weve reported further high-grade"  
[X Link](https://x.com/daando37/status/1992729517555945664)  2025-11-23T22:58Z [---] followers, [---] engagements


"if you really believe $VUL is left of SQM/ALB on the cost curve w/ half the NPV it had a year ago + more capex less volume delayed start-up & 73% project ownership. youre not investing. youre stress testing just how far equity markets will stretch for the words 'confidence' 'de-risking' 'leadership' & 'net-zero'"  
[X Link](https://x.com/daando37/status/1996130959444283593)  2025-12-03T08:14Z [---] followers, [---] engagements


"10km auger mapping is the prelude for grade-domain modeling before rc/diamond arrive. arbonatites reward scale not sentiment. w/ nb2o5 at surface capex intensity auto-compresses. $PNN at 11c is the opportunity not the verdict. dyor. no financial advice"  
[X Link](https://x.com/daando37/status/1996807110710251891)  2025-12-05T05:01Z [---] followers, [---] engagements


"calling 70% utilisation a soft patch misses the economics. in chemicals that's sub breakeven. fixed costs don't shrink so power per tonne rises overhead loads get heavier & short term curtailments have a habit of becoming shutdowns. that's how deindustrialisation looks on a chart. not a headline a utilisation rate. the eu keeps treating electricity like a cost item to be minimised. industry treats it like the input that decides whether you exist. chemicals don't need virtue. they need firm delivered MWh at the node predictable spreads w/o roulette volatility. cheap russian pipeline gas is"  
[X Link](https://x.com/daando37/status/2002793695788064791)  2025-12-21T17:30Z [---] followers, [---] engagements


"$GLN didn't discover alpha. i think 95% of that move is just lithium beta plus argentina waking up again (permits m&a chatter sovereign risk repricing). $EMH eu critical minerals panic can turn uneconomic projects into 'strategic'. subsidies can paper over ugly offtakes. i underestimated that fair. still 49% ownership doesn't print equity. 'support' tied to upfront capex is a stress test not a bailout check. 1.5bn+ financing for a small cap is the boss fight. cash doesn't kill this. timelines conditions precedent & execution do. dyor. no financial advice."  
[X Link](https://x.com/daando37/status/2005980956335759714)  2025-12-30T12:35Z [---] followers, [---] engagements


"$GLN galan isn't selling 'brine' & it isn't trying to be a downstream chemical company first. the value is upstream discipline. multi stage pond evaporation isn't duplication. it's design. bulk concentration first. then nano filtration & salt management. then final evaporation for LiCl grade control. volume early chemistry later. that decoupling matters. most traditional brines burn one to two years in the ponds waiting for chemistry to behave; a controlled multi pond system brings usable LiCl earlier & more predictably. the result is LiCl w/ tight impurity control & high grade. consistent"  
[X Link](https://x.com/daando37/status/2007258873741140099)  2026-01-03T01:13Z [---] followers, [----] engagements


"quick poll: want me to drop the full roadmap slide deck (pdf nearly [--] slides) on sodium vs lithium/supply chain/refineries/graphite/adoption lanes/system level economics (BOS/PCS)/qualification timelines & what actually sets the clearing price i'm open for dm's. yes slide deck (pdf) only yes incl video call no yes slide deck (pdf) only yes incl video call no"  
[X Link](https://x.com/daando37/status/2014262145945354667)  2026-01-22T09:01Z [---] followers, [---] engagements


"sunday chapter one. quick poll: want me to drop the full roadmap slide deck (pdf nearly [--] slides) on sodium vs lithium/supply chain/refineries/graphite/adoption lanes/system level economics (BOS/PCS)/qualification timelines & what actually sets the clearing price i'm open for dm's. quick poll: want me to drop the full roadmap slide deck (pdf nearly [--] slides) on sodium vs lithium/supply chain/refineries/graphite/adoption lanes/system level economics (BOS/PCS)/qualification timelines & what actually sets the clearing price i'm open for dm's"  
[X Link](https://x.com/daando37/status/2014720351918301357)  2026-01-23T15:22Z [---] followers, [---] engagements


"the lithium kill zone: why nameplate supply lies dyor. no financial advice. https://tinyurl.com/lithium-kill-zone https://tinyurl.com/lithium-kill-zone"  
[X Link](https://x.com/daando37/status/2015529576374423887)  2026-01-25T20:57Z [---] followers, [---] engagements


"the market doesn't care about your first production date. it cares about repeatability. customers are conservative by design. [--] consecutive lots beat one hero sample. between 'first product' & 'repeatable qualified sales' is the kill zone. most projects bleed out right there. dyor. no financial advice. https://tinyurl.com/lithium-kill-zone https://tinyurl.com/lithium-kill-zone"  
[X Link](https://x.com/daando37/status/2015529590907720062)  2026-01-25T20:57Z [---] followers, [---] engagements


"also check the substack post for this slide deck. dyor. no financial advice. https://tinyurl.com/lithium-kill-zone-substack https://tinyurl.com/lithium-kill-zone-substack"  
[X Link](https://x.com/daando37/status/2015533058703647090)  2026-01-25T21:11Z [---] followers, [---] engagements


"this is why europe's secure supply talk keeps faceplanting. if your feed travels mine - inland - port - ocean - china conversion - ocean - eu cathode you didn't build autonomy. you built distance. distance = more cycle time more inventory more contamination risk more audit steps & higher pcf. battery passport logic: transport emissions are counted so the lane design directly impacts what an eu OEM can sign off on. result: some tonnes will clear but just not at the margin you modeled the timeline you promised & not always inside the pcf comfort zone. dyor. no financial advice"  
[X Link](https://x.com/daando37/status/2015726411273609390)  2026-01-26T10:00Z [---] followers, [---] engagements


"you can download the full 'lithium kill zone' slide deck for free: here's the full substack post: http://tinyurl.com/lithium-kill-zone-substack http://tinyurl.com/lithium-kill-zone http://tinyurl.com/lithium-kill-zone-substack http://tinyurl.com/lithium-kill-zone"  
[X Link](https://x.com/daando37/status/2015745119446585581)  2026-01-26T11:14Z [---] followers, [---] engagements


"RT @RhoMoIola: Find out more : https://www.benchmarkminerals.com/lp/bess-service https://www.benchmarkminerals.com/lp/bess-service"  
[X Link](https://x.com/anyuser/status/2015855146115252492)  2026-01-26T18:31Z [---] followers, [--] engagements


"next chapter drops soon: the lithium refinery slide deck. this isn't another 'we need refinerie' pep talk. it's the part nobody wants to price: why western conversion is a cash burning permit gated & people limited business before it's ever a strategic asset. if you've been treating '25-30 ktpa' as a checkbox this deck will feel like cold water. that's the point"  
[X Link](https://x.com/daando37/status/2015913118287696130)  2026-01-26T22:21Z [---] followers, [---] engagements


"@matt_fernley slowing drawdown just means the destock tailwind is fading. it's not bearish unless battery grade availability improves & conversion spreads compress. otherwise inventories can flatline while the deliverable pool stays tight & price still gaps"  
[X Link](https://x.com/daando37/status/2016122067070959693)  2026-01-27T12:12Z [---] followers, [---] engagements


"RT @mondyinvest: New name new management - same old deposit issues: high iron content. $ELV.AX aka $SYA.AX #lithium"  
[X Link](https://x.com/daando37/status/2016292098580897807)  2026-01-27T23:27Z [---] followers, [--] engagements


"when someone says 'we'll diversify #lithium supply chains' ask them: which line item. 1% shift ex china = 1x [--] ktpa train. $0.6-1.1bn CAPEX up front. recurring OPEX premium on top. & none of this includes the two year valley of death where nameplate isn't battery grade. the transition isn't impossible. it's just not free. quick math so nobody hides behind vibes: global lithium chemicals demand '30 2.5-3.1 mt LCE/yr x 1% = 25-31 kt LCE/yr. a 'standard' western train is [--] ktpa x 1% shift 1.0-1.3 trains. CAPEX bench for a greenfield western battery grade converter train $0.6-1.1bn that's your"  
[X Link](https://x.com/daando37/status/2016385697465156025)  2026-01-28T05:39Z [---] followers, [---] engagements


"@claudiohfox fid in '25/'26 doesn't 'catch the wave'. it buys you a ticket to the build cycle. best case you ship battery grade in '29/'30 after the [--] month yield valley. nameplate isn't supply. qualification is"  
[X Link](https://x.com/daando37/status/2016537963677503824)  2026-01-28T15:44Z [---] followers, [--] engagements


"RT @Q2Metals: 💥At our #VRIC2026 and @AMEroundup breakfast presentation we debuted a refreshed corporate video. The video has been updated"  
[X Link](https://x.com/daando37/status/2016578099618439366)  2026-01-28T18:24Z [---] followers, [--] engagements


"everyone knows i love this $GLN project. i've tracked it for yrs so i'm not here to throw rocks. i'm here to translate the framing. what they're calling a '+30% expansion' is simply (5.2-4.0)/4.0 math. off the already reduced originally stage [--] base case. the economic reality is closer to a reversion trade than an 'upgrade'. during the build the market narrative drifted from the original 5.4ktpa stage [--] framing toward 4.0ktpa as the working base case. then the company comes back & says: we can lift stage [--] to 5.2ktpa by ordering additional equipment now using the existing construction window"  
[X Link](https://x.com/daando37/status/2016737657372459254)  2026-01-29T04:58Z [---] followers, [----] engagements


"honest question: where do the extra [--] mt/yr #copper come from after recycling new mines timelines say no. existing mines grades say no. price is the only variable left. 0.8% of discovered copper mined per year. [--] mt/yr today. [----] still short [--] mt/yr after recycling. dyor. no financial advice"  
[X Link](https://x.com/daando37/status/2017216196106498324)  2026-01-30T12:39Z [---] followers, [---] engagements


"miners are convex to the metal so they get murdered on vol days even if the long term setup holds. the only question rn: did anything change in funding costs cost inflation hedges or jurisdiction risk. if not you just got a liquidity driven entry not a thesis break. dyor. no financial advice. https://twitter.com/i/web/status/2017502005271449805 https://twitter.com/i/web/status/2017502005271449805"  
[X Link](https://x.com/daando37/status/2017502005271449805)  2026-01-31T07:35Z [---] followers, [---] engagements


"also: price spikes can be terrible near term. they inflate working capital. they trigger wage demands. they pull forward sustaining spend. & in volatile metals like silver a -30% day can hit equity harder than the business 'cause miners are leveraged equities w/ financing risk not pure metal proxies. the physical story can stay tight while the market margin calls the tourists. https://twitter.com/i/web/status/2017504655136206863 https://twitter.com/i/web/status/2017504655136206863"  
[X Link](https://x.com/daando37/status/2017504655136206863)  2026-01-31T07:46Z [---] followers, [---] engagements


"& don't forget the dirty mechanics: most juniors will hedge or pre sell at the exact wrong time just to get debt across the line. or they sign streaming/royalty deals to survive. yes the commodity moonshot can be real. but the equity upside gets eaten by funding structure"  
[X Link](https://x.com/daando37/status/2017506484171485575)  2026-01-31T07:53Z [---] followers, [--] engagements


"if you want the clean tell don't stare at spot. track: realised price disclosures AISC margin working capital swing hedge book tax/royalty take & whether mngmt is using the window to de lever or to dilute. that's where your rocket either lands as fcf or exploding as a headline. https://twitter.com/i/web/status/2017515998778122742 https://twitter.com/i/web/status/2017515998778122742"  
[X Link](https://x.com/daando37/status/2017515998778122742)  2026-01-31T08:31Z [---] followers, [--] engagements


"2-3 TWh 'back to the grid' is a typo pretending to be strategy. china is a 10000+ TWh/yr machine. rooftop solar & storage doesn't close that gap it just changes who finances the CAPEX & where the kWh live. also 'no bills' isn't a thing. fixed charges still exist the grid is still your insurer. also tax equity isn't magic money. it's a structured way for big balance sheets to monetize credits. somebody still pays. in this case that 'somebody' is always you. calling that 'costless' is like calling dilution 'free capital' 'cause it's not debt. if you really want to 'catch china' start w/ utility"  
[X Link](https://x.com/daando37/status/2017554237148872719)  2026-01-31T11:03Z [---] followers, [---] engagements


"watch the split. chinese brands taking share is one problem. 'made in china' cars from non chinese brands is the bigger tell. it means even western oems are outsourcing competitiveness. that's not competition. that's dependency w/ a logo swap. this is why 'ev demand weakness' takes are lazy. demand is there. the margin isn't. china is exporting deflation into european auto. if you're long incumbents your risk isn't volume. it's pricing power residuals & dealer economics. europe has [--] choices: build at china's speed or regulate itself into irrelevance. tariffs buy time. they don't buy"  
[X Link](https://x.com/daando37/status/2017605180796043582)  2026-01-31T14:25Z [---] followers, [---] engagements


"this is my blueprint. buy the choke hierarchy. tier [--] grid buildout: copper aluminum goes/electrical steel. tier [--] storage: lithium chemicals graphite manganese/nickel/cobalt (depending on chemistry mix) plus copper/aluminum again. tier [--] motors: rare earth magnets (nd/pr + dy/tb) copper again. tier [--] small metals big leverage: tin silver/gold tantalum tungsten plus gallium/germanium/antimony risk via concentration/export controls. the meta point: humanoids are not the only driver. they're additive to a stack that is already stressing the same physical constraints via ai datacenters BESS &"  
[X Link](https://x.com/daando37/status/2017655129105748231)  2026-01-31T17:44Z [---] followers, [---] engagements


"@elonmusk the bigger point stands though: the grid is an industrial weapon & united states is treating it like a weekend diy project"  
[X Link](https://x.com/daando37/status/2017669087162175577)  2026-01-31T18:39Z [---] followers, [---] engagements


"china has permitting reviews roi & property rights. they just don't let every backyard lawyer veto a transformer. the advantage is boring: scale standardization & build velocity. @elonmusk calling china [----] GW/yr solar manufacturing just underlines the gap: the us isn't losing on 'ideas'. it's losing on execution supply chain & grid gear. the real burn: you can't 'catch up' by copying china's end state when china also owns the upstream. panels inverters batteries transformers & the whole kit. tariffs don't conjure a domestic supply chain. they just raise your input costs while china keeps"  
[X Link](https://x.com/daando37/status/2017675668641738830)  2026-01-31T19:05Z [---] followers, [--] engagements


"$ATC 83% retention after [----] cycles w/ 5% silicon is great. but its still pre-revenue pre-qualification pre-funding & pre-everything that matters. cash at bank last quarterly: $0.6m. burn: $2.1m/q"  
[X Link](https://x.com/daando37/status/1992876276592546091)  2025-11-24T08:41Z [----] followers, [---] engagements


"$ENV just kicked off diamond drilling at east salinas chasing surface TREO up to 2.17% w/ [--] samples above 1% and NdPr up to [----] ppm. thats not noise thats elite hard-rock chemistry. what matters now continuity. depth behaviour. geometry. ask arafura hastings or rarex how many REE discoveries died after [-----] m. [----] dd holes across [--] km isnt huge but its exactly how lynas started mt weld before the monster footprint became obvious. if ENV hits even modest vertical continuity this could become one of brazils most interesting hard-rock REE plays overnight. mcap still barely registers while"  
[X Link](https://x.com/daando37/status/1995459279516557516)  2025-12-01T11:45Z [----] followers, [---] engagements


"zimbabwe hikes gold royalty 10% above $2501/oz. africa cashes in on rally. historic loadings china's per capita emissions top uk. safe havens shine in deficit storms. zoom out. dyor. #preciousmetals"  
[X Link](https://x.com/daando37/status/1995557187058290970)  2025-12-01T18:14Z [----] followers, [--] engagements


"@EagleOnEagleSt true. the drc gave AVZ scale but also political risk. $ENV is attempting the same playbook in a jurisdiction where capex logistics & permitting dont kill the NPV before you even model the mine"  
[X Link](https://x.com/daando37/status/1995714981992583431)  2025-12-02T04:41Z [----] followers, [---] engagements


"this 500ktpa smelter might be the largest new copper addition to the global supply chain between now & '26. https://www.mining.com/ivanhoe-mines-fires-up-africas-largest-copper-smelter/utm_source=dlvr.it&utm_medium=twitter https://www.mining.com/ivanhoe-mines-fires-up-africas-largest-copper-smelter/utm_source=dlvr.it&utm_medium=twitter"  
[X Link](https://x.com/daando37/status/1995716382697157091)  2025-12-02T04:47Z [----] followers, [--] engagements


"$PDI at A$2.1B shows exactly what happens when majors realize they cant find ounces organically. geology wins. dilution loses"  
[X Link](https://x.com/daando37/status/1996467783836794982)  2025-12-04T06:33Z [---] followers, [--] engagements


"today's $RGL news isn't just 'more hits.' it proves the previously undrilled saddle between the eastern & north west zones carries shallow gold: [--] m @ [----] g/t [--] m @ [----] g/t plus a [--] m @ [--] g/t spike. that's the geometry you want if you're trying to stitch two small oxide pods into one mining panel. RGL's own modelling now suggests a potential [---] m wide zone of shallow oxide mineralisation sitting over the northern zone porphyry. for MEGA's '26 starter operation that's basically a pre strip made of ore (if continuity holds once the remaining [--] holes report). all '25 drilling at northern"  
[X Link](https://x.com/daando37/status/1998619304502186417)  2025-12-10T05:02Z [----] followers, [---] engagements


"#WC8 tabba tabba should not be framed as a new discovery. it's a rediscovered pegmatite camp in a mature province now being forced through modern lithium economics. that distinction matters 'cause it defines the risk set. call it what it is: bulk pilbara LCT mining not a geology mystery. the failure modes aren't crystal chemistry. they're strip dilution recovery consistency logistics & time. at 1.0% LiO over large tonnage WC8 sits firmly in the producer template bucket. it will probably never win the highest grade contest. grade was never the objective. scale & continuity were. that's why the"  
[X Link](https://x.com/daando37/status/2009091856106209522)  2026-01-08T02:36Z [----] followers, [---] engagements


"clean. argonaut just backed the exact frame i used a couple days ago: second wave pilbara build not a 'new discovery'. bolt cutter shaping into 15-20mt over 2km x 800m turns 'nearby target' into truckable satellite feed. pt is noise. dfs momentum cash runway & camp optionality is the signal. dyor. no financial advice. https://twitter.com/i/web/status/2013373762956144653 https://twitter.com/i/web/status/2013373762956144653"  
[X Link](https://x.com/daando37/status/2013373762956144653)  2026-01-19T22:11Z [----] followers, [---] engagements


"donald trump is basically trying to build a rules based 'buyer of last resort' for critical minerals 'cause the market learned the hard way that china can move prices like a policy tool. this $12bn 'project vault' is structured as $10bn via export import bank of the united states (15yr loan; reportedly their biggest ever) plus $1.67bn private capital to buy/store minerals for manufacturers. here's the part everyone will miss: a stockpile can smooth price spikes but it does not build a refinery moat breaker. stockpiling the wrong thing just locks in dependency w/ better optics.if they're"  
[X Link](https://x.com/daando37/status/2018318743575687645)  2026-02-02T13:41Z [---] followers, [---] engagements


"this isn't a 'battery tech' story. it's a capital discipline story. ford & blueoval sk set up an $11bn dream then hit the wall: slower ev ramp & mix shift. result: sk on books a one time $2.6bn asset loss on the breakup while ford takes over the kentucky assets/liabilities wiping a chunk of debt off sk's structure. this is what 'strategic' CAPEX looks like when utilization disappoints: accounting pain. dyor. no financial advice. SK Innovation says Ford battery breakup cost it $2.6 billion https://t.co/tdV52486s4 SK Innovation says Ford battery breakup cost it $2.6 billion"  
[X Link](https://x.com/daando37/status/2018433195767714300)  2026-02-02T21:15Z [----] followers, [---] engagements


"calling it a 'subsidy to miners & traders' is half right but also the point. donald trump just admitted the market structure is broken: china can price war you to death so the us is building a buyer w/ a balance sheet. so washington trying to do two things at once: insure manufacturers & put a price backstop under ex china supply. they're literally framing it as 'keep the risk off company balance sheets' & aiming for [--] days emergency supply. call it subsidy if you want. i call it finally paying the insurance premium. https://twitter.com/i/web/status/2018463490030055804"  
[X Link](https://x.com/daando37/status/2018463490030055804)  2026-02-02T23:16Z [----] followers, [---] engagements


"read between the lines: futures pulled back so refineries stopped offering spot. buyers closed old back priced tons. sellers don't want to de stock. that's not 'oversupply'. that's a market w/ weak liquidity & tight prompt availability around cny & planned outages. prices can grind up on nothing if nobody sells. Mysteel daily reporting on China #lithium market 20260203👇 Please click the link below if you wish to know more information about China's lithium-ion #battery industry https://t.co/NpxUNR9tPg https://t.co/pFK0iBR5Ij Mysteel daily reporting on China #lithium market 20260203👇 Please"  
[X Link](https://x.com/daando37/status/2018547844496392581)  2026-02-03T04:51Z [---] followers, [----] engagements


"oem odm obm is the real flywheel. first you build for others. then you learn how to design for manufacturability. then you own the margin & the brand. the west tried to skip the middle & outsource the reps. now it's shocked the cost curve lives in china. that's not 'unfair'. that's causality. https://twitter.com/i/web/status/2018548598061818198 https://twitter.com/i/web/status/2018548598061818198"  
[X Link](https://x.com/daando37/status/2018548598061818198)  2026-02-03T04:54Z [----] followers, [---] engagements


"$GLN is brine reality: evaporation ramp up chemistry & time. my view is galan has one of the shorter paths to bankable tonnes 'cause the plan is execution simple not 'cause it's the prettiest story. the only filter that matters is mid cycle survivability: can it run at $10-15k/t LCE w/o OPEX becoming the noose. if yes you get optionality. if no you get dilution. dyor. no financial advice. https://twitter.com/i/web/status/2018756836887818522 https://twitter.com/i/web/status/2018756836887818522"  
[X Link](https://x.com/daando37/status/2018756836887818522)  2026-02-03T18:41Z [----] followers, [---] engagements


"apparently someone in washington is reading my feed. either that or policy just discovered what commodities have known forever: you don't beat a cartel w/ a shopping list. watching this roll out is funny in a dark way. the us is finally paying for ownership/rights instead of pretending a warehouse beats a cartel. the only missing piece is the part i kept yelling about since early december '25: make the reserve self feeding & build midstream. w/ that you stop shopping. you start setting the tempo. https://www.cnbc.com/2026/02/03/trump-stockpile-critical-minerals-reserve-project-vault.html"  
[X Link](https://x.com/daando37/status/2018806305008374232)  2026-02-03T21:58Z [---] followers, [---] engagements


"if you need washington vibes to sell your story you're already admitting the project math doesn't sell itself. compare it to $GLN & it gets ugly fast: brine execution risk is real but at least it's an execution problem. hype w/o bankable tonnes is a financing problem. those usually ends in dilution. & theo's playbook is transparent: curate the feed. block the guy who asks about CAPEX permitting yield & spec so the timeline stays 'production soon' forever. end of the day: 'us partner' doesn't mean anything unless it's equity rights CAPEX & indexed offtake. otherwise it's just another summit"  
[X Link](https://x.com/daando37/status/2018954210159587382)  2026-02-04T07:46Z [---] followers, [---] engagements


"solar is great. now do the part they always skip: who makes the panels inverters polysilicon glass silver paste & the transformers spoiler: china. 'giant fusion reactor in the sky' is cute. but grids run on dispatchable electrons inertia reactive power interconnection queues & transformers that take 2-4 yrs. if the plan to 'compete w/ china' is 'buy more chinese supply chain faster' congrats. you didn't compete. you just improved their utilization rate. want a real strategy pair solar w/ domestic high voltage gear permitting reform firm power & hard contracts that force non china content."  
[X Link](https://x.com/daando37/status/2019275341265617233)  2026-02-05T05:02Z [----] followers, [---] engagements


"batteries kill coal more than gas is directionally right but incomplete. the real dynamic is: batteries steal scarcity. coal relied on scarcity pricing while pretending it was 'baseload'. once the evening spike becomes a battery discharge window coal loses the marginal hour that made the quarter. gas still gets paid for being fast & dispatchable. coal gets paid for being there. those are not the same commodity anymore. the article's numbers tell you the shape: small average price move big profit move via volume displacement. this doesn't 'kill coal' overnight. it kills coal's pricing power."  
[X Link](https://x.com/daando37/status/2019338153962725694)  2026-02-05T09:11Z [----] followers, [---] engagements


"you're mixing retail politics w/ wholesale economics. home battery subsidies aren't an economics 'gotcha'. they're bill relief & network deferral. not 'proof BESS doesn't work'. behind the meter BESS doesn't need to beat wholesale. its value is peak shaving avoided wires curtailment capture & fast response via aggregation. it can save the system money even if it's not a merchant wholesale arb machine. retail bills are mostly network hedges & margin. wholesale is the smaller slice. batteries only push costs up is a slogan. they shift costs from fuel burn & peaker scarcity into CAPEX &"  
[X Link](https://x.com/daando37/status/2019382625383612627)  2026-02-05T12:08Z [----] followers, [--] engagements


"RT @respeculator: Had a think about it then bot more $GLEN.L. US$20bn EBITDA on US$80bn MCAP seems kinda cheap with that growth to come"  
[X Link](https://x.com/daando37/status/2019752831691944000)  2026-02-06T12:39Z [---] followers, [--] engagements


"$CRI jupiter now has: largest clay REE resource in australia two high-grade MREPs gallium recovery a 3t pilot in build. what it doesnt have: a single published number for capex opex npv or payback. technical risk is falling. economic risk is untouched"  
[X Link](https://x.com/daando37/status/1995942434870886580)  2025-12-02T19:45Z [----] followers, [---] engagements


"conventional acid bake is familiar. but it isnt cheap. reagent residue water & by-product handling clay REE projects die on unit costs not on TREO. until we see a scoping study jupiter is a technically impressive science project"  
[X Link](https://x.com/daando37/status/1995942461487939961)  2025-12-02T19:45Z [----] followers, [--] engagements


"$CRI leans hard into the china 90% story for Y Dy Tb & Ga. all true. but western projects dont get a free pass just for existing. they still have to beat chinese clays on delivered cost & product spec. geopolitics might tilt the field. it wont rewrite a bad flowsheet"  
[X Link](https://x.com/daando37/status/1995942464893714878)  2025-12-02T19:45Z [----] followers, [--] engagements


"compared to most asx clay REE juniors jupiter is ahead on metallurgy: 50kg to 400kg to 3000kg pilot two 80%+ TREO MREPs Ga recovery low U/Th tier-1 wa. but until $CRI shows the cost curve & funding path this is still a pre-economic bet on chemistry"  
[X Link](https://x.com/daando37/status/1995942468165288241)  2025-12-02T19:45Z [----] followers, [--] engagements


"$QTWO the real tell is the timestamp: they're talking inaugural inferred mre in march '26 & a pea late '26. putting a deal heavy operator in the chair right before that is not subtle. the company telling you literally they're moving from 'meters' to 'positioning'. dyor. no financial advice. 🚨NEWS: Q2 Metals Appoints Keith Phillips as Executive Chair of the Board of Directors $QTWO $QTWO.V $QUEXF #Lithium 📰Read the full press release here 👇: https://t.co/KuyqVXR39a 🚨NEWS: Q2 Metals Appoints Keith Phillips as Executive Chair of the Board of Directors $QTWO $QTWO.V $QUEXF #Lithium 📰Read the"  
[X Link](https://x.com/daando37/status/2018706546939592906)  2026-02-03T15:22Z [----] followers, [---] engagements


"if you want my read: in the drc the only multiplier that matters is sovereign risk. payability can go from 90% to 50% overnight 'cause someone signs a new decree. so sure copper at $13k helps. but the question isn't profitability it's availability. this is $GLEN selling insurance. & the us buying a seat at the table where the rules get written. problem: the table that decides who gets refined is still located in china. https://twitter.com/i/web/status/2018765738597667006 https://twitter.com/i/web/status/2018765738597667006"  
[X Link](https://x.com/daando37/status/2018765738597667006)  2026-02-03T19:17Z [----] followers, [---] engagements


"$VML +22.22%. sings of life"  
[X Link](https://x.com/daando37/status/1676506382064050176)  2023-07-05T08:20Z [----] followers, [----] engagements


"$DBO starts drilling on it's copper project the exact week usa upgrades copper to "critical". tier-1 neighbours. $DBO - @DiabloResources (ASX:DBO) is pleased to announce that drilling has commenced at the 100% owned Phoenix Copper Project in Utah USA. Read More - https://t.co/zlCMoNHLzP $DBO.ax #copper #Silver #Antimony https://t.co/XIqGUeWgZ4 $DBO - @DiabloResources (ASX:DBO) is pleased to announce that drilling has commenced at the 100% owned Phoenix Copper Project in Utah USA. Read More - https://t.co/zlCMoNHLzP $DBO.ax #copper #Silver #Antimony https://t.co/XIqGUeWgZ4"  
[X Link](https://x.com/daando37/status/1992018053258002533)  2025-11-21T23:51Z [----] followers, [---] engagements


"@jackprandelli @Shell when two supermajors walk away from the same LNG corridor in [--] months it's not 'bad luck'. it's a risk stack: sovereign logistics FX regulatory drag & a CAPEX curve that stopped making sense at $4 spreads. argentina didn't lose shell. shell lost interest"  
[X Link](https://x.com/daando37/status/1996671693679382757)  2025-12-04T20:03Z [----] followers, [---] engagements


"$STK gradinas maiden print: 12Mt @ 3.0g/t Au = 1.2Moz all Inferred underground constrained 1.5g/t cut-off. that pushes rogozna to 8.6Moz AuEq. nice headline. this resource is optimised at us$2500/oz + 90% recovery. that's not conservative but ok for today. cut a few % off recovery & a chunk of those long hole stopes vanish from your mineable envelope. the company showcases [----] oz per vertical metre between [---] to 580m RL. that's genuinely strong but it sits on the back of a block model that is 100% inferred w/ a big 'gap zone' in the middle where there isn't enough drilling to model anything"  
[X Link](https://x.com/daando37/status/1998612926228271180)  2025-12-10T04:37Z [----] followers, [---] engagements


"$FMG just bought the rest of alta copper at c$1.40/sh a 50% premium to 30-day vwap valuing the equity at c$139m. headline looks big. in copper terms it's not. this isn't about near term cash flow or headline irr. it's about scale optionality. caariaco is a classic andes porphyry: 2.0bt of resources across measured indicated & inferred. sitting at [---] to 0.4% cu eq. that's not a sprint mine. it's bulk tonnage long life high throughput CAPEX heavy by definition. exactly the kind of asset that only makes sense for someone w/ balance sheet depth patience & operational discipline. FMG fits that"  
[X Link](https://x.com/daando37/status/2000340150837006736)  2025-12-14T23:00Z [----] followers, [---] engagements


"$HGO is kanmantoo in the adelaide hills actually running so the discussion starts where most juniors die: reconciliation development metres dilution control sequencing & concentrate quality discipline. the boring stuff that decides whether the plant eats or starves. the anchor point is the [--] oct '25 MROR disclosure: ore reserve of 4.0mt @ 0.85% Cu & 0.22g/t au (34kt Cu 29koz Au) alongside a 22.0mt mineral resource @ 0.74% Cu & 0.17g/t Au. the company rounds contained cu to 160kt but the arithmetic is 22.0mt x 0.74% = 162.8kt so call it 163kt if you're the kind of person who checks the"  
[X Link](https://x.com/daando37/status/2005410930964766771)  2025-12-28T22:49Z [----] followers, [----] engagements


"today's CATL headline is the cleanest reality check you'll get on the sodium kills lithium narrative. CATL just locked 3.05mt of LFP cathode supply from ronbay for '26-'31 w/ disclosed sales rmb 120bn ($17.2bn). that's not a chemistry debate. that's the world's largest cell maker pre booking tonnes & tolerances for the buildout. then they doubled down: CATL is also stepping in as a strategic investor in fulin via a private placement (raise rmb 3.18bn) taking 5% post issuance. fulin's CAPEX list includes 500ktpa 'high end' LFP for energy storage. read that again slowly 'cause 'storage is where"  
[X Link](https://x.com/daando37/status/2011369923570729350)  2026-01-14T09:28Z [----] followers, [----] engagements


"@LiBull888 @Divedundee @GalanLithium s1 is 26% of s2 additional 15.484t need to be added to reach 20.851t. i have summarized it for you so that you can see what is included in s1 capex and what is not. anything over 26% on the right is already included in capex s1+2. only mathematical and not on the ground"  
[X Link](https://x.com/daando37/status/1779046525185691734)  2024-04-13T07:18Z [----] followers, [---] engagements


"$QTWOs hole isnt 'a good interval'. it's a system. 457m @ 1.65% is the kind of geometry majors build districts around"  
[X Link](https://x.com/daando37/status/1996463363602444575)  2025-12-04T06:15Z [----] followers, [---] engagements


"fastmarkets showing +30.4% rebound is the macro; $QTWO showing 457m is the micro. stack them & you get the trade"  
[X Link](https://x.com/daando37/status/1996468500051939376)  2025-12-04T06:35Z [----] followers, [---] engagements


"china's trucking fleet just shifted to EV torque curves & vaporized a decade of diesel demand projections. fastmarkets shows carbonate +18.3% since nov [--] but let's pretend macros don't exist. $QTWO quietly drilling 457m @ 1.65% LiO while the crowd chases $BTC candles. long game only. https://twitter.com/i/web/status/1996526216430432767 https://twitter.com/i/web/status/1996526216430432767"  
[X Link](https://x.com/daando37/status/1996526216430432767)  2025-12-04T10:25Z [----] followers, [---] engagements


"i think if $HCC executes its capital return framework the biggest risk isn't the stock price. it's becoming too efficient to ignore. $WHC.ax is already hunting scale reserves & optionality. merging the two would create a cash-vomiting coal titan w/ zero reliance on fantasy narratives. that's exactly why it probably won't happen. too much logic for this market. https://twitter.com/i/web/status/1997086929855087033 https://twitter.com/i/web/status/1997086929855087033"  
[X Link](https://x.com/daando37/status/1997086929855087033)  2025-12-05T23:33Z [----] followers, [----] engagements


"post sale $HL is a cleaner silver name. they lose the gold ballast so sensitivity shifts harder to silver pricing & (more importantly) execution at the silver assets. hecla's 'immediately ROIC accretive' line is the tell: they're going to sell the narrative that casa berardi was dragging returns & management bandwidth. this can re rate the equity story but it also removes a hedge if silver goes sideways. the deal structure backs that logic: selling casa berardi strips out a whole bucket of canada specific operating noise yet hecla still keeps optionality through contingent consideration. the"  
[X Link](https://x.com/daando37/status/2015868104962933233)  2026-01-26T19:23Z [----] followers, [---] engagements


"at $100+ #silver $HL's winner is greens creek. not 'cause it's the purest silver story. 'cause it has the highest probability of monetizing the price move immediately. polymetallic ore means by product credits do the dirty work. you're not praying for grade you're printing margin. keno hill is upside but still in the 'prove youre commercial' phase. lucky friday can rip but deep underground variance is a tax. greens creek is the cash engine. dyor. no financial advice. https://twitter.com/i/web/status/2015877065824710678 https://twitter.com/i/web/status/2015877065824710678"  
[X Link](https://x.com/daando37/status/2015877065824710678)  2026-01-26T19:58Z [----] followers, [---] engagements


"if you want to read $QTWO $QTWO.V cisco like an operator start w/ the processing route the rock is hinting at. the sgs HLS results are a proxy for dms amenability not a finished flowsheet. they're a useful lie 'cause they tell you something fundamental: the spodumene appears to carry enough density contrast & liberation to upgrade into a potentially market aligned concentrate spec early based on limited composites; saleability depends on the full impurity suite & variability. if you've watched spodumene markets long enough you learn the industry doesn't pay for Li2O alone. it pays for Li2O"  
[X Link](https://x.com/daando37/status/2016266883775791418)  2026-01-27T21:47Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing