#  @paola_rojas Paola Rojas ๐ Paola Rojas ๐ posts on X about stocks, copper, investment, $bhp the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::33749800/interactions)  - [--] Week [------] +19% - [--] Month [-------] +236% - [--] Months [-------] -11% - [--] Year [---------] -6% ### Mentions: [--] [#](/creator/twitter::33749800/posts_active)  - [--] Month [--] -89% - [--] Months [---] +5% - [--] Year [---] +71% ### Followers: [------] [#](/creator/twitter::33749800/followers)  - [--] Week [------] +0.29% - [--] Month [------] +1.50% - [--] Months [------] +6.90% - [--] Year [------] +14% ### CreatorRank: [---------] [#](/creator/twitter::33749800/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [financial services](/list/financial-services) [social networks](/list/social-networks) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) **Social topic influence** [stocks](/topic/stocks), [copper](/topic/copper) #755, [investment](/topic/investment), [$bhp](/topic/$bhp), [gold](/topic/gold), [china](/topic/china), [$lac](/topic/$lac), [$sgq](/topic/$sgq) #3, [$alb](/topic/$alb), [australia](/topic/australia) **Top accounts mentioned or mentioned by** [@synergyrescap](/creator/undefined) [@markets](/creator/undefined) [@reuters](/creator/undefined) [@mining](/creator/undefined) [@paolarojas](/creator/undefined) [@spgcimetals](/creator/undefined) [@usgs](/creator/undefined) [@benchmarkmin](/creator/undefined) [@miningvisuals](/creator/undefined) [@visualcap](/creator/undefined) [@business](/creator/undefined) [@stgeorgesgq](/creator/undefined) [@vcelements](/creator/undefined) [@goldmansachs](/creator/undefined) [@reuterscommods](/creator/undefined) [@igwtreport](/creator/undefined) [@crescatcapital](/creator/undefined) [@mineralscouncil](/creator/undefined) [@theoregongroup](/creator/undefined) [@cgdriven](/creator/undefined) **Top assets mentioned** [BHP Group Limited (BHP)](/topic/$bhp) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Alien Base (ALB)](/topic/$alb) [Realio Network (RIO)](/topic/$rio) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [MP Materials Corp. (MP)](/topic/$mp) [EQIFi (EQX)](/topic/$eqx) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [FORTUNA Silver Mines Inc. (FSM)](/topic/$fsm) [Newmont Corporation (NEM)](/topic/$nem) [Goldman Sachs (GS)](/topic/goldman-sachs) [Tesla, Inc. (TSLA)](/topic/$tsla) [GammaSwap (GS)](/topic/$gs) [Pulsechain (PLS)](/topic/$pls) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [PAN American Silver Corp (PAAS)](/topic/$paas) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Rio Tinto plc (RIO)](/topic/rio-tinto) [American Airlines Group Inc (AAL)](/topic/$aal) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Cencora, Inc. (COR)](/topic/$cor) [JPMorgan Chase (JPM)](/topic/$jpm) [Teck Resources Limited (TECK)](/topic/$teck) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Apple, Inc. (AAPL)](/topic/$aapl) [SM Energy Company (SM)](/topic/$sm) [Morgan Stanley (MS)](/topic/morgan-stanley) [Lunyr (LUN)](/topic/$lun) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GM (GM)](/topic/$gm) [Sendcoin (SEND)](/topic/$send) ### Top Social Posts Top posts by engagements in the last [--] hours "@WSJ I have agreed with @BillAckman in several things (particularly the whole Herbalife short I find it unbelievable they still operate pretty much in the same way) but my feelings reg Starbucks are not as optimistic. Plus they failed miserably in Oz" [X Link](https://x.com/paola_rojas/status/1049946539135627265) 2018-10-10T08:55Z 28.1K followers, [--] engagements "The #mining industry should be trying to engage with #younger #investors if it wants to have stronger support from the #markets. Tapping into the same pool over and over does not help with the cyclical woes in raising capital especially for #juniors" [X Link](https://x.com/paola_rojas/status/1126376869937287169) 2019-05-09T06:42Z 28.4K followers, [--] engagements "I normally dont like the activist investor position but in this case I think this is well justified. Why on earth $KBLT a cashed up company that put forward a long term view would be sold at a loss to a related entity is just wrong. Thanks @Thematicafunds for the heads up. Anson Funds Comments on Cobalt [--] Pala Transaction. Unlikely to Receive Majority of Minority shareholder approval. https://t.co/rLhVlVtS3Q Anson Funds Comments on Cobalt [--] Pala Transaction. Unlikely to Receive Majority of Minority shareholder approval. https://t.co/rLhVlVtS3Q" [X Link](https://x.com/paola_rojas/status/1148771596980461568) 2019-07-10T01:51Z 28.5K followers, [--] engagements "Last year the price of #cobalt kept everyone bullish increasing positions & acquiring projects. Since then weve seen a lot of value destruction. Last year we took a gamble on $COB & $KBLT - so far less than ideal. Which companies do you still like/hold ๐๐" [X Link](https://x.com/paola_rojas/status/1148812676232970240) 2019-07-10T04:34Z 28.5K followers, [--] engagements "@Jarrydram @Force_ASX @4ce To be a silver miner they need to be primary producers (or significant at least) and operating. So great to keep your favorite if you like them so much but also look at others such as $SSR $PAAS $HOCM $FRES $FSM" [X Link](https://x.com/paola_rojas/status/1153627828551729152) 2019-07-23T11:28Z 28.1K followers, [--] engagements "If you hold $KBLT just a couple of days left to vote. Why this is a terrible deal: -giving away assets at a low price -missing out on the whole mission of the company way before the market is stable and -rewarding execs failure with an overly generous exit package Cobalt [--] faces investor outcry amid accusations its selling crown jewel assets at a loss #cobalt Strong opposition from shareholders. stock trading at CAD$3.82. way below CAD$5.75 takeover bid (cash + shares in Nickel28) Financial Post https://t.co/BvEHrARoHp Cobalt [--] faces investor outcry amid accusations its selling crown jewel" [X Link](https://x.com/paola_rojas/status/1170553045849010176) 2019-09-08T04:22Z 28.5K followers, [--] engagements "Well done guys $RYR Royal Road Minerals Receives Drilling Permits for Its Guintar-Niverengo Gold Project; Colombia Full Story: https://t.co/L3MHZggPHQ @RoyalRoad_RYR $RRDMF $RYR.CA #SmallCaps #TSXV #OTC #OTCMarkets #OTCStocks #goldAntioquia #goldColombia #goldexploration #discovery #Gold #Mining Royal Road Minerals Receives Drilling Permits for Its Guintar-Niverengo Gold Project; Colombia Full Story: https://t.co/L3MHZggPHQ @RoyalRoad_RYR $RRDMF $RYR.CA #SmallCaps #TSXV #OTC #OTCMarkets #OTCStocks #goldAntioquia #goldColombia #goldexploration #discovery #Gold #Mining" [X Link](https://x.com/paola_rojas/status/1202836324274724864) 2019-12-06T06:25Z 28.5K followers, [--] engagements "Opportunities abound in this moment. for those who are ready to pounce Blackstone picks up $550m Crown Resorts stake https://buff.ly/3cXICG1 https://buff.ly/3cXICG1" [X Link](https://x.com/paola_rojas/status/1255319643801169926) 2020-04-29T02:15Z 28.3K followers, [--] engagements "Best stock exchange .in your opinion ๐ค Ill start: TSX-V ASX TSX & TSX-V AIM NYSE NASDAQ ASX TSX & TSX-V AIM NYSE NASDAQ" [X Link](https://x.com/paola_rojas/status/1282873081640312832) 2020-07-14T03:02Z 28.4K followers, [--] engagements "First stock you ever owned ๐ค Ill go first: $GBE" [X Link](https://x.com/paola_rojas/status/1285058685861982209) 2020-07-20T03:47Z 28.5K followers, [--] engagements "@AfjosSullivan It happens. $GBE didnt go smoothly for us either but I learned a bunch of valuable lessons" [X Link](https://x.com/paola_rojas/status/1285740763662311424) 2020-07-22T00:57Z 28.5K followers, [--] engagements "One stock that makes your heart sing" [X Link](https://x.com/paola_rojas/status/1292346104042778625) 2020-08-09T06:24Z 28.5K followers, [--] engagements "Name [--] gold stocks you like. Pop in their twitter handle or ticker if you feel so inclined ๐ Ill start: @OsiskoRoyalties $OR @Goldcorp_Inc $NEM @LundinGold $LUG" [X Link](https://x.com/paola_rojas/status/1293709418668859392) 2020-08-13T00:42Z 28K followers, [--] engagements "@deanburtonuk $GBE kind of a sad learning story but taught me a lot Shares + options on the first try. Talk about deep end" [X Link](https://x.com/paola_rojas/status/1294055620593606656) 2020-08-13T23:37Z 28.5K followers, [--] engagements "@airic101 Nice pick. Have they done any feasibility yet" [X Link](https://x.com/paola_rojas/status/1364019548953874435) 2021-02-23T01:09Z 28.1K followers, [--] engagements "Whos started a company from scratch Which field ๐๐ป๐๐ป" [X Link](https://x.com/paola_rojas/status/1364739329671581697) 2021-02-25T00:49Z 28K followers, [--] engagements "Seeing more tickers in bios Yay ๐ $AWV $FYI $PEX Have you done it yet Just make sure they are clickable by putting the $ in front. #marketing #Investorrelations" [X Link](https://x.com/paola_rojas/status/1379413244243103744) 2021-04-06T12:38Z 28.1K followers, [--] engagements "Looking to add additional #copper exposure in Australia Just started looking into: Producers $SFR.AX $OZL.AX Explorers $AIS.AX $SVY.AX $HAV.AX Any rockstars Im forgetting" [X Link](https://x.com/paola_rojas/status/1415607554046980097) 2021-07-15T09:41Z 28.6K followers, [--] engagements "@CreativeMurdock Good one Added to candidates ๐" [X Link](https://x.com/paola_rojas/status/1420940658978689026) 2021-07-30T02:53Z 28.4K followers, [--] engagements "Love to see more Latin Americans at the helm of big players and even more within the EV theme. I don't have the pleasure yet but massive congrats to Martn Prez de Solay of Allkem Limited (fmr Orocobre & Galaxy) and your https://lnkd.in/gG7c25gW https://lnkd.in/gJZveTdz https://lnkd.in/gG7c25gW https://lnkd.in/gJZveTdz" [X Link](https://x.com/paola_rojas/status/1489384855225847811) 2022-02-03T23:46Z 28K followers, [--] engagements "Retweet this if you've bought at least one #copper #stock so far this year. ๐๐" [X Link](https://x.com/paola_rojas/status/1508535289781927939) 2022-03-28T20:03Z 28.5K followers, [--] engagements "@IBDinvestors A uranium explorer $GBE back in [----]. Did horribly before I sold but taught me a lot and somehow became my profession ๐ฅฐ" [X Link](https://x.com/paola_rojas/status/1519340180012158977) 2022-04-27T15:38Z 28.5K followers, [--] engagements "Hey hey EVs sold globally are on the rise and well need to produce more #metals to keep up. Which is your largest bet on this space" [X Link](https://x.com/paola_rojas/status/1525583530868281347) 2022-05-14T21:07Z 28.6K followers, [---] engagements "๐ฑName a junior mining co and Ill pick a few for a quick review. Will share my impressions in this thread. T&Cs -Mention handle & $cashtag -Retweet and like this [---] "entry" per account -Tag an exec for extra chances Go #JuniorMiningGame" [X Link](https://x.com/paola_rojas/status/1527395653911035904) 2022-05-19T21:07Z 28.5K followers, [---] engagements "@Glencore [--] Los Azules $MUX In San Juan Argentina high Andes. $2.4b CAPEX infrastructure & jurisdictional challenges but @McEwenMining keeps relentlessly expanding and doing pre-development work 10b lbs ๐ 0.48% 19b lbs ๐ 0.33%** https://x.com/McEwenMining/status/1533624183430733829s=20&t=bMkQ9YJy0lHmbA3xaJkknQ 1st [----] campaign & 2nd highest in drilling: [----] km completed @ Los Azules. More assay results in next weeks๐ก We demobilized [---] staff all safe @ home with families & friends. Thanks to our staff & contractors for going the extra mile to make it happen๐ #MUX @McEwenCopper" [X Link](https://x.com/paola_rojas/status/1542982425327828994) 2022-07-01T21:24Z 28.5K followers, [--] engagements "@Glencore @McEwenMining [--] Taca Taca $FM.TO In Salta Argentina. BHP (Dad ๐ again) then Lumina Copper acquired by First Quantum for $470m. Reserves declared in [----] and moving along. Mining-friendly province w/lithium developments. $NOVR has a royalty 15.5b lbs ๐ 0.44% https://x.com/mining/status/1333475910775803905s=20&t=Hg29I_iFmg8V0S1CHCo_iw First Quantum Minerals has expanded its copper reserve base following results of an updated NI 43-101 technical report for its Taca Taca project. https://t.co/G0OZ7yld4E #copper" [X Link](https://x.com/paola_rojas/status/1542982430654701568) 2022-07-01T21:24Z 28.5K followers, [--] engagements "Thanks everyone. We talked about markets inflation where capital is being allocated commodities (EC's lithium potential scare) IPOs crypto and DeFi. Companies/sectors mentioned: #lithium $SAVS $EMH $INF $RIO $BHP $LKE $AVZ https://x.com/i/spaces/1OdKrBVzXknKX https://x.com/i/spaces/1OdKrBVzXknKX" [X Link](https://x.com/paola_rojas/status/1544270470928896001) 2022-07-05T10:42Z 28.6K followers, [--] engagements "๐ฑMention a junior mining stock and I'll pick a few for a quick review. Will share my impressions in this thread. To play: Retweet this Comment w/handle & $cashtag Tag an exec for extra chances All metals welcome #JuniorMiningGame Go" [X Link](https://x.com/paola_rojas/status/1544788515283779587) 2022-07-06T21:00Z 28.6K followers, [--] engagements "๐ As the lithium thesis becomes mainstream other commodities that play a role in the energy transition are gaining ground. Graphite tops the list โ๐ป #graphite $NGC $GPH $LEM $NOU ๐ @markets" [X Link](https://x.com/paola_rojas/status/1547310243557871617) 2022-07-13T20:01Z 28.3K followers, [--] engagements "Hey hey Copper deposits are normally large and expensive to define & build but we must identify more to keep up with demand for #metals. Any projects youd like to see built" [X Link](https://x.com/paola_rojas/status/1547687413937451010) 2022-07-14T21:00Z 28.1K followers, [--] engagements "Are you holding a 'lifestyle company' in your junior explorers' stock portfolio Or considering one that might be [--] questions to find out FAST and reduce your risk:" [X Link](https://x.com/paola_rojas/status/1548406888240271360) 2022-07-16T20:39Z 28K followers, [---] engagements "Hey hey Investing implies confidence in the future. What's your highest conviction play #stocks $LAC" [X Link](https://x.com/paola_rojas/status/1557835100565520389) 2022-08-11T21:03Z 28.1K followers, [--] engagements "Hey hey Copper is the cornerstone of the energy transition. How do you personally play this theme #stocks" [X Link](https://x.com/paola_rojas/status/1565445250700673024) 2022-09-01T21:03Z 28.5K followers, [--] engagements "Copper is the cornerstone of the#energytransitionand its on track to be the king of all metals. It kind of already was. but withEVstaking hold it will undoubtedly be. Are you copper-ready" [X Link](https://x.com/paola_rojas/status/1566895183395954689) 2022-09-05T21:04Z 28.4K followers, [---] engagements "@0525capital @dmuscat @Marimaca_Copper $OR is in our portfolio โค" [X Link](https://x.com/paola_rojas/status/1568066937124683777) 2022-09-09T02:41Z 28.2K followers, [--] engagements "Hey hey We need metals to bring about the #energytransition. Which one is at the top of your list" [X Link](https://x.com/paola_rojas/status/1569793609993523203) 2022-09-13T21:02Z 28.4K followers, [--] engagements "Like this if you've got #REEs in your portfolio ๐๐ป๐๐ป" [X Link](https://x.com/paola_rojas/status/1574595759852363776) 2022-09-27T03:04Z 28.5K followers, [--] engagements "Hey hey Copper deposits are normally large and expensive to define & build but we must identify more to keep up with demand for #metals. Any projects youd like to see built" [X Link](https://x.com/paola_rojas/status/1578128260956913676) 2022-10-06T21:01Z 28.1K followers, [--] engagements "๐ Graphite is the largest component of li-ion batteries by volume as it is most of the anode in a NMC chemistry. Got any positions $NGC $GPH $LEM $NOU #graphite ๐ @SPGMarketIntel" [X Link](https://x.com/anyuser/status/1583654426971361280) 2022-10-22T03:00Z 28.9K followers, [---] engagements "Hey hey Lithium has more than doubled so far in [----]. Are you adding to your portfolio at these levels" [X Link](https://x.com/paola_rojas/status/1584999983111086091) 2022-10-25T20:06Z 28.5K followers, [---] engagements "๐ Copper reckoning: The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem is we'll need so many more. $PERU $HCH #metals ๐ @SPGMarketIntel" [X Link](https://x.com/paola_rojas/status/1585360872511311877) 2022-10-26T20:01Z 28.1K followers, [--] engagements "If you could only invest in one metal for the rest of your life which one would it be. Copper Lithium Uranium Silver Copper Lithium Uranium Silver" [X Link](https://x.com/paola_rojas/status/1585522546195451904) 2022-10-27T06:43Z 28K followers, [--] engagements "๐ Here are the top [--] copper mines by capacity. Chile and Peru host [--] of these. Would you like to see more diversification in origin If so where $PERU $HCH $S32 #copper ๐ @SPGMarketIntel" [X Link](https://x.com/paola_rojas/status/1592613459899867139) 2022-11-15T20:20Z 28.1K followers, [--] engagements "@SimonBrayford2 @DigMedia $HCH could do well. $PERU has had a beating but their deposit is first class" [X Link](https://x.com/paola_rojas/status/1592769808273412096) 2022-11-16T06:41Z 28.1K followers, [--] engagements "@alfred_galle There are so many but one we hold and still like is $PERU. Has been destroyed but I believe it will recover in time" [X Link](https://x.com/paola_rojas/status/1595617935049252866) 2022-11-24T03:18Z 28.1K followers, [--] engagements "Hey hey Your portfolio can be transformed by leaning on macro trends. What's one you're eager to tap into in the current market #stocks $LAC" [X Link](https://x.com/paola_rojas/status/1595855238816227330) 2022-11-24T19:01Z 28K followers, [--] engagements "Hey hey Latin America's mined revenue was $294 billion in [----] almost doubling from [----]. What's your exposure to the region #investing" [X Link](https://x.com/paola_rojas/status/1597304782573674504) 2022-11-28T19:01Z 28.1K followers, [--] engagements "Hey hey Copper is the 3rd largest metal market valued at over $208 billion. Which are your favourite explorers developers or producers" [X Link](https://x.com/paola_rojas/status/1598029609215397904) 2022-11-30T19:02Z 28.2K followers, [---] engagements "Largest position in your portfolio ๐๐ป๐ #stocks $LAC" [X Link](https://x.com/paola_rojas/status/1599119601794777088) 2022-12-03T19:13Z 28.4K followers, [---] engagements "Hey hey Mexico is the world's largest silver producer with over 177Moz in [----]. How much of your portfolio links to the nation #investing" [X Link](https://x.com/paola_rojas/status/1599842002379673603) 2022-12-05T19:03Z 28.5K followers, [--] engagements "๐ Copper production in Chile has been steadily declining for the better part of the last [--] years. Now finally hope for the 'king of metals'. Last week figures came out and finally a lift. $PERU $HCH $S32 ๐ @Investingcom" [X Link](https://x.com/paola_rojas/status/1599861213986697216) 2022-12-05T20:20Z 28.1K followers, [--] engagements "๐ฉ Too many projects in portfolio Why Shows a lack of focus or confidence in the flagship asset. How to find out Visit the companys website and check under projects or operations and then go to the latest annual report or M&D and review their balance sheet 1/9" [X Link](https://x.com/paola_rojas/status/1600218583056801792) 2022-12-06T20:00Z 28.4K followers, [--] engagements "BREAKING: Peru's leftist president ousted" [X Link](https://x.com/paola_rojas/status/1600655778188513281) 2022-12-08T00:57Z 28.1K followers, [--] engagements "@claudiohfox We will know soon enough. Hope it is. Been a terrible run since Castillo took office" [X Link](https://x.com/paola_rojas/status/1600749476863672320) 2022-12-08T07:09Z 28.1K followers, [--] engagements "Hey hey $GS claims to be bearish lithium yet added some tasty $LAC to their portfolio. What else should they buy #stocks" [X Link](https://x.com/paola_rojas/status/1600928982760923136) 2022-12-08T19:03Z 28K followers, [--] engagements "Hey hey Investing in metals is a vote of confidence in the outlook of markets. Which metal has your unconditional love these days #stocks" [X Link](https://x.com/paola_rojas/status/1603103412765175808) 2022-12-14T19:03Z 28.6K followers, [--] engagements "Hey hey EVs sold globally are on the rise and well need to produce more #metals to keep up. Which is your largest bet on this space" [X Link](https://x.com/paola_rojas/status/1603466202277646336) 2022-12-15T19:05Z 28.6K followers, 17.2K engagements "BREAKING: Peru congress approves constitutional reform to hold early vote #mining $COR $PERU" [X Link](https://x.com/paola_rojas/status/1605352505189494784) 2022-12-21T00:00Z 28.1K followers, [----] engagements "Heres one for Goldman Sachs and all bears saying lithium is headed for oversupply. Mexico Zimbabwe more countries putting restrictions on exports or operations. Its not all smooth sailing โต Throws a wrench in things .Zimbabwe is the 6th largest lithium producer in the world at [----] MT Zimbabwe bans raw lithium exports as demand soars (except by written permit) https://t.co/3cg76WA7C2 https://t.co/mQNYB67D3L Throws a wrench in things .Zimbabwe is the 6th largest lithium producer in the world at [----] MT Zimbabwe bans raw lithium exports as demand soars (except by written permit)" [X Link](https://x.com/paola_rojas/status/1609774887748669440) 2023-01-02T04:53Z 28K followers, 17.5K engagements "Hey hey Copper is the cornerstone of the future. How do you personally play this theme #stocks" [X Link](https://x.com/paola_rojas/status/1609988678767583232) 2023-01-02T19:03Z 28K followers, 11.2K engagements "Hey hey Chile produces more than 50% of the global copper output. Do you have any exposure $BHP $HCH" [X Link](https://x.com/paola_rojas/status/1613250367692611585) 2023-01-11T19:03Z 28K followers, 10.6K engagements "Hey hey With depressed valuations many juniors will become M&A targets. Any explorers in your portfolio ripe for acquisition $MUX $HCH" [X Link](https://x.com/paola_rojas/status/1617599178367959080) 2023-01-23T19:04Z 28.1K followers, [----] engagements "Largest exposure in your portfolio . Lithium Copper Lithium Copper" [X Link](https://x.com/paola_rojas/status/1617746667159318528) 2023-01-24T04:50Z 28.5K followers, [----] engagements "Hey hey The pipeline of lithium projects is strongest in Canada and Argentina. Got any in your portfolio" [X Link](https://x.com/paola_rojas/status/1617960494827962369) 2023-01-24T19:00Z 28.1K followers, 38.7K engagements "Last week I said: "I expect battery-related deals to become more aggressive (better prices longer commitments etc) as competition for near-term production/production becomes fierce." Now $LAC goes boom with a $650m investment from $GM #lithium https://www.reuters.com/markets/commodities/gm-lithium-americas-develop-thacker-pass-mine-nevada-2023-01-31/ https://www.reuters.com/markets/commodities/gm-lithium-americas-develop-thacker-pass-mine-nevada-2023-01-31/" [X Link](https://x.com/paola_rojas/status/1620680347221458945) 2023-02-01T07:08Z 28K followers, [----] engagements "Hey hey @USGS says 700MT ofcopperhas been produced globally while the discovered total is 3x.Any copper explorers in your portfolio $MUX $PERU" [X Link](https://x.com/paola_rojas/status/1622676543112679429) 2023-02-06T19:20Z 28.6K followers, [----] engagements "EVs use a lot of copper. Between 5-6x as much as ICEs. But did you know where most of it goes In fact the majority ends up in wiring and the battery. $PERU $HCH $S32 ๐ @ThinkCopper" [X Link](https://x.com/paola_rojas/status/1622691644414824457) 2023-02-06T20:20Z 28.1K followers, [----] engagements "Tricky spot. The average rate of discovery for copper deposits has fallen dramatically in the last decade. A serious expansion in exploration investment is needed. $PERU $HCH $S32 ๐ @SPGCIMetals @synergyrescap" [X Link](https://x.com/paola_rojas/status/1625228374804144130) 2023-02-13T20:20Z 28.2K followers, 15.6K engagements "Hey hey Peru is the world's 2nd copper producer with 10% of the global production in [----]. What's your exposure to the metal today" [X Link](https://x.com/paola_rojas/status/1627746317119197186) 2023-02-20T19:05Z 28.8K followers, [----] engagements "Hey hey Peru is the world's 2nd copper producer with 10% of the global output in [----]. These figures may change substantially. Do you have any exposure $COR $PERU" [X Link](https://x.com/paola_rojas/status/1628470414413385730) 2023-02-22T19:02Z 28.1K followers, [----] engagements "Unmissable. Tomorrow a lineup of over $4.8 billion in market value in the uranium space: - $NXE 2278m - $DML 1129m - $FCU 605.2m - $URE 392m - $ISO 335.5m - $CUR 153.7m Plus experts from Sprott Sachem Cove and more. #uranium ๐ Register: https://bit.ly/3jPtp2Q https://bit.ly/3jPtp2Q" [X Link](https://x.com/paola_rojas/status/1628832814488600578) 2023-02-23T19:02Z 28.6K followers, [----] engagements "Hey hey Juniors with near-development deposits have had a tricky run in the markets. Which small-cap are you expecting to build a mine within 2y $ABRA $MUX" [X Link](https://x.com/paola_rojas/status/1628847813021908994) 2023-02-23T20:02Z 28.8K followers, 10.4K engagements "Hey hey @USGS says over 2100MT ofcopperhas been discovered globally to date.Any copper developers in your portfolio $MUX $PERU" [X Link](https://x.com/paola_rojas/status/1635722501073297409) 2023-03-14T19:20Z 28.1K followers, [----] engagements "Hey hey China India and Brazil are the top [--] graphite producers. Do you have any exposure to the mineral #mining" [X Link](https://x.com/paola_rojas/status/1638256862603669505) 2023-03-21T19:10Z 28.1K followers, 10.9K engagements "Tell me if you agree investors: In the #lithium game exploration cannot be your whole strategy anymore. Even for juniors. I reckon those who don't move to development/construction timely will be shunned sooner than later. We need the product ASAP. (and cashflow)" [X Link](https://x.com/paola_rojas/status/1638288120037924875) 2023-03-21T21:15Z 28.4K followers, 19.2K engagements "Supply of metals can stall the energy transition. Nuveen pointed out the lengthy process for copper mines. 'Discovery to production can take up to [--] years.' And often much more. $PERU $S32" [X Link](https://x.com/paola_rojas/status/1638995028256362497) 2023-03-23T20:04Z 28.2K followers, [----] engagements "Epithermal deposits can host gold silver copper zinc lead. Grade range: Gold (Au): 1.0-15+g/t +25g/t bonanza sporadically Silver (Ag): 0.0-200+g/t (silver only at the high end) Copper (Cu): up to 2.0% Zinc (Zn): up to 2.0% Lead (Pb): up to 2.0% Example: Diablillos $ABRA Our principal project is Diablillos which contains a Ag-Au epithermal deposit called the Oculto Deposit for which a mineral resource has been estimated. Learn more: https://t.co/x5iY6MSvvU https://t.co/Wgl2wXddi7 Our principal project is Diablillos which contains a Ag-Au epithermal deposit called the Oculto Deposit for which a" [X Link](https://x.com/paola_rojas/status/1645913387581472769) 2023-04-11T22:15Z 28K followers, [----] engagements "Mesothermal deposits can host gold and silver. Also referred to as greenstone/shear-zone-hosted and orogenic. Grade range: Gold (Au): 3.0-20.0g/t Silver (Ag): 4.0-20+g/t Example: Herbert $GPG $GPG.V announces second drill rig turning at the Herbert gold project in SE Alaska. An exploration stage partially drill-tested high-grade gold mineralized mesothermal quartz vein system in the historic Juneau Gold Belt of southeast Alaska. https://t.co/u6nx32Rmsv https://t.co/ct38AuqMES $GPG.V announces second drill rig turning at the Herbert gold project in SE Alaska. An exploration stage partially" [X Link](https://x.com/paola_rojas/status/1645913390685253632) 2023-04-11T22:15Z 28K followers, [----] engagements "Hey hey Canada was the 4th gold producer in [----] with 192t right after Australia. Which are your favourite #gold explorers developers or producers" [X Link](https://x.com/paola_rojas/status/1646227454829133830) 2023-04-12T19:03Z 28.1K followers, [----] engagements "Unmissable. Tomorrow a lineup of over $49 billion in market value in gold mining: - $AEM 37691m - $K 8347m - $ELD 2694m - $ARIS 586m Plus experts from Sprott and more. ๐ Register: https://bit.ly/3Mr0Qot https://bit.ly/3Mr0Qot" [X Link](https://x.com/paola_rojas/status/1646634738075987970) 2023-04-13T22:01Z 28.1K followers, [----] engagements "Hey hey JP Morgan believes #copper demand linked to the energy transition will more than triple by [----]. Where's your exposure coming from" [X Link](https://x.com/paola_rojas/status/1650938852964442155) 2023-04-25T19:04Z 28.1K followers, [----] engagements "Copper price in a rut from hell ๐คฌ๐คฌ" [X Link](https://x.com/paola_rojas/status/1651543259431469056) 2023-04-27T11:06Z 28.1K followers, [----] engagements "Copper bull Sprott sees the metal at the center of the energy trilemma: balancing cost sustainability and security of supply. $COPJ gives you exposure to stellar names such as $WRN. #copper ๐ Hear their insights: https://bit.ly/3LX0xRv https://bit.ly/3LX0xRv" [X Link](https://x.com/paola_rojas/status/1655936276481314816) 2023-05-09T14:02Z 28.3K followers, [----] engagements "1. Livent $LTHM 'Livent powers the things that power our lives. From the revolution in EV batteries and mobile devices to the strong lightweight alloys and advanced polymers that take innovation further we harness lithium technology to help the world move forward.' Merging. $RIO may think the lithium space is overvalued But $AKE and $LTHM reportedly have $10B reasons to disagree. ๐ฅ๐ฅ https://t.co/25keRvlwuQ $RIO may think the lithium space is overvalued But $AKE and $LTHM reportedly have $10B reasons to disagree. ๐ฅ๐ฅ https://t.co/25keRvlwuQ" [X Link](https://x.com/paola_rojas/status/1658596971144425473) 2023-05-16T22:15Z 25.5K followers, [----] engagements "I'm sure you thought about this: Where are our critical metals coming from Luis Saenzand I take a deep dive plus $LAC's split and the Allkem v Livent merger. On this weeks episode E5 Deals Podcast by @synergyrescap #investing ๐ https://youtu.be/7YnDBU6E0FU https://youtu.be/7YnDBU6E0FU" [X Link](https://x.com/paola_rojas/status/1663365908608237569) 2023-05-30T02:05Z 26.3K followers, [----] engagements "Here's a trick question for you: Which shaded area does copper price need to be on to properly incentivise the exploration and discovery of new copper mines I'll wait. #copper $PERU $HCH $S32" [X Link](https://x.com/paola_rojas/status/1666540575888142336) 2023-06-07T20:20Z 28.1K followers, [----] engagements "Cheap copper will bring more investors to the fray says Citi. China has offset weaker demand elsewhere but hear this: Coppers unique characteristics mean that it could make oils [----] bull run look like childs play. I'm here for it. $PERU $HCH $S32 $BHP ๐ @Citi" [X Link](https://x.com/paola_rojas/status/1668352516356988932) 2023-06-12T20:20Z 28.2K followers, [----] engagements "Another deal among multi-jurisdiction miners. Combined portfolio has US Canada and Peru exposure. $439m - and it's done $HBM $CMMC #copper ๐ @resourceworld" [X Link](https://x.com/paola_rojas/status/1669178008681234432) 2023-06-15T03:00Z 28K followers, [----] engagements "When it comes to the energy transition you. know what it is are investing in it other (comment) have no idea know what it is are investing in it other (comment) have no idea" [X Link](https://x.com/paola_rojas/status/1671824098677366786) 2023-06-22T10:15Z 28.5K followers, [----] engagements "Tell me you are a #graphite investor without telling me ๐" [X Link](https://x.com/paola_rojas/status/1675222783234588672) 2023-07-01T19:20Z 28.6K followers, 20.9K engagements "4) Clean Energy & Tech iShares Global Clean Energy ETF $ICLN Gives access to companies producing energy from solar wind and other renewable sources plus related tech. Net assets: $4.2B Exp ratio: 0.4% Top holdings: First Solar Solar Edge Technologies Enphase Energy" [X Link](https://x.com/paola_rojas/status/1677441154646966273) 2023-07-07T22:15Z 28K followers, [---] engagements "5) Infrastructure iShares U.S. Infrastructure ETF $IFRA Includes owners/operators of railroads and utilities plus enablers such as materials and construction US-only. Net assets: $1.83B Exp ratio: 0.3% Top holdings: Greenbrier NRG Energy MGE Energy (sources to follow)" [X Link](https://x.com/paola_rojas/status/1677441163517906944) 2023-07-07T22:15Z 28K followers, [---] engagements "Want more copper These countries have a lot of it: - Chile - Peru - China - US - DRC $PERU $HCH $BHP #investing ๐ @VCElements" [X Link](https://x.com/paola_rojas/status/1679586555340414977) 2023-07-13T20:20Z 28.2K followers, [----] engagements "On point: $BHP achieved annual guidance for FY23 increased production by 9% YOY to [----] kt and expanded exploration expenditures by 37% to USD 350MM. ๐ฐ @KitcoMining https://www.kitco.com/news/2023-07-20/Mining-giant-BHP-increases-copper-and-iron-ore-production-in-fiscal-2023-achieves-annual-guidance.html https://www.kitco.com/news/2023-07-20/Mining-giant-BHP-increases-copper-and-iron-ore-production-in-fiscal-2023-achieves-annual-guidance.html" [X Link](https://x.com/paola_rojas/status/1683324911056736256) 2023-07-24T03:55Z 28.1K followers, [---] engagements "Africa says hi: Zambia the world's 8th copper producer expects [----] output to be at a 14-Year Low 682431t ๐ฐ @markets https://www.bloomberg.com/news/articles/2023-07-22/heat-export-ban-and-war-global-food-threats-return https://www.bloomberg.com/news/articles/2023-07-22/heat-export-ban-and-war-global-food-threats-return" [X Link](https://x.com/paola_rojas/status/1683324913862737920) 2023-07-24T03:55Z 28.1K followers, [---] engagements "Oil as a market is blowing all metals and minerals out of the water. I think this will this change eventually but probably not much during this decade. What's your take $CAV $AEM $OR #copper ๐ @VisualCap" [X Link](https://x.com/paola_rojas/status/1684297579578683393) 2023-07-26T20:20Z 28.6K followers, [----] engagements "Which would you say is the most overlooked battery metal/mineral ๐ #investing" [X Link](https://x.com/paola_rojas/status/1685369646482886656) 2023-07-29T19:20Z 28.5K followers, 11K engagements "๐น Los Andes Copper lands $20M Entered into a royalty agreement with Ecora for a total cash consideration of US$20MM. The royalty is calculated over the sale of all minerals from the companys Vizcachitas project in Chile. $LA $ECOR ๐ @kitconewsnow https://www.kitco.com/news/2023-07-25/Los-Andes-Copper-signs-20M-royalty-agreement-with-Ecora-Resources.html https://www.kitco.com/news/2023-07-25/Los-Andes-Copper-signs-20M-royalty-agreement-with-Ecora-Resources.html" [X Link](https://x.com/paola_rojas/status/1685821379118292992) 2023-07-31T01:15Z 28.5K followers, [---] engagements "๐น Rumour: Glencore In Talks to Buy Out Partner in Argentina's Mara Reportedly in advanced talks with partner in Argentinas Mara copper project Pan American Silver as it seeks increased exposure to the metal. $GLEN $PAAS ๐ @markets https://www.bloomberg.com/news/articles/2023-07-28/glencore-said-to-be-in-advanced-talks-for-argentina-copper-stake https://www.bloomberg.com/news/articles/2023-07-28/glencore-said-to-be-in-advanced-talks-for-argentina-copper-stake" [X Link](https://x.com/paola_rojas/status/1685821382121418752) 2023-07-31T01:15Z 28.5K followers, [----] engagements "The Deals Podcast had to take a break due to Lucho's travels but we're back. An episode dropping today focused on copper plus $GLEN $PAAS $GOLD and more. PS: Which thumbnail do you prefer (We'll use your choice) A B" [X Link](https://x.com/paola_rojas/status/1685839296413200384) 2023-07-31T02:26Z 28.5K followers, [----] engagements "Citi Reckons Copper is Headed to $15K. Time to Buy Barrick Glencore and more https://www.youtube.com/watchv=gEnPb8BFbjs https://www.youtube.com/watchv=gEnPb8BFbjs" [X Link](https://x.com/paola_rojas/status/1685940732199055360) 2023-07-31T09:09Z 28K followers, [----] engagements "$GLEN $PAAS rumour was on point. - This is really good for the asset - There are serious community issues that need to be sorted out We talked about it in depth today on our most recent podcast recording. (E7 episode being edited - will be live next Monday) ๐น Rumour: Glencore In Talks to Buy Out Partner in Argentina's Mara Reportedly in advanced talks with partner in Argentinas Mara copper project Pan American Silver as it seeks increased exposure to the metal. $GLEN $PAAS ๐ @markets https://t.co/g2toFlLyYt ๐น Rumour: Glencore In Talks to Buy Out Partner in Argentina's Mara Reportedly in" [X Link](https://x.com/paola_rojas/status/1685989017295400960) 2023-07-31T12:21Z 28.5K followers, [----] engagements "$PAAS announcement https://www.panamericansilver.com/news/pan-american-announces-divestment-of-mara-morococha-agua-de-la-falda-and-non-controlling-equity-interests/ https://www.panamericansilver.com/news/pan-american-announces-divestment-of-mara-morococha-agua-de-la-falda-and-non-controlling-equity-interests/" [X Link](https://x.com/paola_rojas/status/1685989022869708800) 2023-07-31T12:21Z 28.5K followers, [---] engagements "Keen to hear these [--] mining tech stories today at this month's @miningclub lunch $IMD $C79 ๐" [X Link](https://x.com/paola_rojas/status/1686898666202857472) 2023-08-03T00:35Z 28.5K followers, [----] engagements "Indisputable. The Americas runs with a clear advantage when it comes to copper mining. $PERU $HCH $S32 $BHP ๐ @USGS" [X Link](https://x.com/paola_rojas/status/1687196691848437760) 2023-08-03T20:20Z 28.2K followers, [----] engagements "Ford Nemaska Lithium In May $F and the Quebec-based lithium developer entered into a long-term lithium supply agreement. (offtake for future supply of the chemical) 13000t of lithium hydroxide/year**. They also have agreements w/ ioneer $BHP $LTR $F Ford and Nemaska Lithium a lithium developer based in Quebec entered into a long-term lithium hydroxide supply agreement. (this is an offtake for future supply of the chemical) ๐ https://t.co/75Gs5640cU https://t.co/cvt5wRaarb $F Ford and Nemaska Lithium a lithium developer based in Quebec entered into a long-term lithium hydroxide supply" [X Link](https://x.com/paola_rojas/status/1692567078916575706) 2023-08-18T16:00Z 28.5K followers, [---] engagements "*LCE price is $34K/t **At today's LME [--] Aug futures price 35K/t this offtake would be equivalent to$461MM pa" [X Link](https://x.com/paola_rojas/status/1692567089213501738) 2023-08-18T16:00Z 28K followers, [---] engagements "๐น Chilean lawmakers to launch Codelco probe amid extended copper slide Scrutiny dropping for copper producer Codelco. It will be investigated by a congressional committee amid a prolonged fall in production. ๐ @Reuters https://www.reuters.com/article/chile-mining-codelco-idUSKBN2ZZ1LH https://www.reuters.com/article/chile-mining-codelco-idUSKBN2ZZ1LH" [X Link](https://x.com/paola_rojas/status/1698459618035294633) 2023-09-03T22:15Z 28.2K followers, [---] engagements "๐น LME warehousers bet the great metals destock is over LME zinc stocks are now a year high while copper stocks have grown from [-----] to 96625t in a month. LME warehouse operators are happy. ๐ @Reuters https://www.reuters.com/markets/commodities/lme-warehousers-bet-great-metals-destock-is-over-2023-08-24/ https://www.reuters.com/markets/commodities/lme-warehousers-bet-great-metals-destock-is-over-2023-08-24/" [X Link](https://x.com/paola_rojas/status/1698459621147500771) 2023-09-03T22:15Z 28.2K followers, [---] engagements "Hey hey Australia is the world's largest producer of lithium with 51% of the total. Which are your favourite players $PLS" [X Link](https://x.com/paola_rojas/status/1699502768388468905) 2023-09-06T19:20Z 28.6K followers, 11.8K engagements "The rare earth plot thickens. Granted Malaysias production is not huge. But more ex-China sources for the commodity are needed not fewer" [X Link](https://x.com/paola_rojas/status/1701201326208909614) 2023-09-11T11:49Z 28.4K followers, 12.4K engagements "Will Gina Reinhart's involvement help close the $ALB $LTR deal or stop it ๐ง #lithium" [X Link](https://x.com/paola_rojas/status/1704089242354303138) 2023-09-19T11:05Z 28.5K followers, [----] engagements "Graphite is the most overlooked battery mineral. Sure lithium gets a lot more eyeballs but it makes sense for investors to pay attention to its neighbour. Here are [--] reasons to consider adding graphite to your portfolio:" [X Link](https://x.com/anyuser/status/1710403306659754145) 2023-10-06T21:15Z 28.9K followers, 92.1K engagements "Among graphite developers and producers here are some research ideas across jurisdictions and markets: ๐น Syrah Resources $SYR ๐น Volt Resources $VRC ๐น Northern Graphite $NGC ๐น Graphite One $GPH ๐น Leading Edge Materials $LEM ๐น Nouveau Monde Graphite $NOU" [X Link](https://x.com/paola_rojas/status/1710403348225208789) 2023-10-06T21:15Z 28.3K followers, [----] engagements "Say hi if youve already got #graphite in your portfolio ๐ (if not check this out๐๐ป) Graphite is the most overlooked battery mineral. Sure lithium gets a lot more eyeballs but it makes sense for investors to pay attention to its neighbour. Here are [--] reasons to consider adding graphite to your portfolio: Graphite is the most overlooked battery mineral. Sure lithium gets a lot more eyeballs but it makes sense for investors to pay attention to its neighbour. Here are [--] reasons to consider adding graphite to your portfolio:" [X Link](https://x.com/paola_rojas/status/1710838434313703934) 2023-10-08T02:04Z 28.1K followers, 15.6K engagements "@DerGoldreport Julian is a friend of mine He's done a great job. Not sure how the demerging of graphite assets went" [X Link](https://x.com/paola_rojas/status/1711149716040568967) 2023-10-08T22:40Z 28K followers, [---] engagements "Hey hey Roughly 70% of the global #nickel production is used to make steel. But still its use in EVs matters. What's your exposure" [X Link](https://x.com/paola_rojas/status/1715104345279139852) 2023-10-19T20:35Z 28.1K followers, [----] engagements "Hey hey Graphite may be headed for trouble. While natural is expected to be in deficit in 2024-2025 synthetic has ESG concerns. Got some in your portfolio #investing" [X Link](https://x.com/paola_rojas/status/1716553890412233107) 2023-10-23T20:35Z 28.3K followers, 15.7K engagements "- The graphite REE pivot/addition is in full swing. Spoke with a few of these which well be looking into in coming weeks. Lets see where it all lands $LEL $GEM $TMB" [X Link](https://x.com/paola_rojas/status/1721999755239395439) 2023-11-07T21:15Z 28K followers, [---] engagements "- The energy transition keeps gaining momentum. Not only its everywhere in conversations but also with investors and even gold-focused plays are adding the phrase to their pitches ๐ $LSR $PVT $AUCU $ZNC $ULTH $CNRI #LeadTheShift" [X Link](https://x.com/paola_rojas/status/1721999757852500328) 2023-11-07T21:15Z 28.1K followers, [---] engagements "Met with $LEL @LithiumEnergy_ at IMARC. They provide exposure to lithium in Argentina and graphite in Australia. $61MM market cap 59m shares $0.58 Here's a summary and my general impressions:" [X Link](https://x.com/paola_rojas/status/1724536499960688755) 2023-11-14T21:15Z 28.5K followers, [----] engagements "In case you've missed it: Here's a visual representation of exactly how much copper we'll need by [----]. The challenge is clear especially for investors. $PERU $OCO $S32 $BHP #copper ๐ @energy_minute" [X Link](https://x.com/anyuser/status/1729992428843684124) 2023-11-29T22:35Z 28.9K followers, 15K engagements "Global exploration budgets rose 16% and a nine-year high of $13.01 billion in [----] according to S&P. Investing in exploration is how we discover the mines of tomorrow. While drilling usually confirms a discovery geophysics can give early clues. Here's your geophysics 101:" [X Link](https://x.com/paola_rojas/status/1730697079201399085) 2023-12-01T21:15Z 28.1K followers, 12.1K engagements "Geophysical methods are used for [--] main reasons: a) to find mineral deposits as they can differentiate between types of rocks b) to understand the geology of an area especially one with heavy overburden cover* A typical map is COLORFUL $PERU The most used types are:" [X Link](https://x.com/paola_rojas/status/1730697091616526814) 2023-12-01T21:15Z 28.1K followers, [---] engagements "I'm sorry but this needs to be said: no graphite no batteries or EVs #LeadTheShift" [X Link](https://x.com/paola_rojas/status/1731016379460129154) 2023-12-02T18:24Z 28.1K followers, 11.7K engagements "E12: Lucho and I do a detailed sweep of the Americas from political to general jurisdictional risk https://x.com/paola_rojas/status/1725076384618611097 https://x.com/paola_rojas/status/1725076384618611097" [X Link](https://x.com/paola_rojas/status/1732219681484964223) 2023-12-06T02:05Z 28.7K followers, [----] engagements "Lucky E13 Lucho and I talk about the Lassonde curve opportunity and mining stocks $LTR $SEND $HSLV $FM $ABRA $PLS $ADZN $SOLG https://x.com/paola_rojas/status/1732132789296791619s=20 https://x.com/paola_rojas/status/1732132789296791619s=20" [X Link](https://x.com/paola_rojas/status/1732219684333007015) 2023-12-06T02:05Z 28.7K followers, [----] engagements "To benefit ๐ข $LAC owns 100% of US-based Thacker Pass $SQM Tianqi owns less than 25% Mt Holland is a JV w/Australian-based Wesfarmers $LTR no offtakes w/China $PLS Ganfeng only 6% CATL sold $CTL Chile FTA $SYA Canadian production $PLL US-assets" [X Link](https://x.com/paola_rojas/status/1733233815416656266) 2023-12-08T21:15Z 28K followers, [----] engagements "7 truths about investing in the ellusive rare earths http://dlvr.it/T0VZbm http://dlvr.it/T0VZbm" [X Link](https://x.com/paola_rojas/status/1738323820120039935) 2023-12-22T22:21Z 28.1K followers, [----] engagements "Don't forget. Batteries power not only EVs but the countless devices we use daily. And all would not exist without lithium zinc nickel and other metals and minerals. $PMT $FWD #lithium ๐ @theminingstory" [X Link](https://x.com/paola_rojas/status/1744457744352993753) 2024-01-08T20:35Z 28K followers, [----] engagements "Retweet this if you're (still) bullish on **graphite** (given most people don't have a clue)" [X Link](https://x.com/paola_rojas/status/1753884861184499858) 2024-02-03T20:55Z 28.1K followers, [----] engagements "Imagine this: Every year an Escondida-size mine comes to market. I don't see that happening anytime soon. $PERU $BHP $FCX #copper ๐ @theoregongroup" [X Link](https://x.com/paola_rojas/status/1754639849762541824) 2024-02-05T22:55Z 28.2K followers, [----] engagements "Tricky spot. The average rate of discovery for copper deposits has fallen dramatically in the last decade. A serious expansion in exploration investment is needed. $PERU $HCH $S32 ๐ @SPGCIMetals @synergyrescap" [X Link](https://x.com/paola_rojas/status/1765873865777938508) 2024-03-07T22:55Z 28.2K followers, [----] engagements "Meanwhile Jeff may have moved on from $GS but this doesn't change: He remains bullish on copper and oil. $PERU $FIL ๐ @markets" [X Link](https://x.com/paola_rojas/status/1772262281100820987) 2024-03-25T14:00Z 28.2K followers, [----] engagements "Last week's top stories: $TSK $NGD sign ore purchase agreement for 350000t of material from Bralorne $PERU set to begin 3000m drill program $MAX reports high-grade assays inc 2.2% Cu [----] g/t Ag over 5.2m at Cesar ๐ฐ More on @synergyrescap #copper #stocks" [X Link](https://x.com/paola_rojas/status/1774557391352180916) 2024-03-31T22:00Z 28.1K followers, [----] engagements "@synergyrescap $LRT holds them in their portfolio. $CAV up 50% over the last month ๐" [X Link](https://x.com/paola_rojas/status/1775041487992127739) 2024-04-02T06:04Z 28.2K followers, [--] engagements "$MS sees: Gold and silver - w/upside due to strong physical demand and falling yields. Aluminium - may find support as a substitute for copper. Battery metals - Among all they prefer nickel. A bit surprising isn't it Here are some of their picks:" [X Link](https://x.com/paola_rojas/status/1778909748097880418) 2024-04-12T22:15Z 28.3K followers, [---] engagements "Among copper stocks Morgan Stanley sees as: Overweight $TECK target $55 $IVN target $18 Underweight $SCCO they view as expensive $NEXA lingering operational uncertainty (some from me in PS)" [X Link](https://x.com/paola_rojas/status/1778909751667216576) 2024-04-12T22:15Z 28.3K followers, [---] engagements "BREAKING: Anglo American rejects BHP's $39 billion offer because it significantly undervalues the company per @markets $BHP $AAL #copper" [X Link](https://x.com/paola_rojas/status/1783757964324589626) 2024-04-26T07:20Z 28K followers, [----] engagements "Back in [----] most refined copper was used in Europe. Things have changed substantially in the last [--] years. $FIL $PERU #copper ๐ @thinkcopper" [X Link](https://x.com/paola_rojas/status/1787617134345965746) 2024-05-06T22:55Z 28.2K followers, [----] engagements "Here is the reality Existing mines won't be enough for the coming demand. (unless investment EXPANDS substantially) $PERU $BHP $FCX #copper ๐ @CRUGROUP" [X Link](https://x.com/paola_rojas/status/1792690572274094511) 2024-05-20T22:55Z 28.2K followers, [----] engagements "Hardly surprising. $BNP currently likes gold silver and copper. With copper though they foresee short-term volatility. ๐ @business" [X Link](https://x.com/paola_rojas/status/1794249593670017331) 2024-05-25T06:10Z 28K followers, [----] engagements "Copper bulls (and bears too): Lucho and I are stoked to be bringing you a special episode tomorrow. We'll talk copper the $BHP $AAL failed (for now) deal and more with David Kelley CEO Chakana Copper $PERU. Join us PS: Dave is not only one of my favourite CEOs to listen to he worked with my dad back in the day at BHP https://www.youtube.com/@synergyrescap https://www.youtube.com/@synergyrescap https://www.youtube.com/@synergyrescap https://www.youtube.com/@synergyrescap" [X Link](https://x.com/paola_rojas/status/1797537460316221560) 2024-06-03T07:55Z 28.2K followers, [----] engagements "Meanwhile To meet expected demand graphite-related investments may need to exceed $12 billion. Big for this tiny market. $NGC $GPH $LEM $NOU #graphite ๐ @benchmarkmin" [X Link](https://x.com/paola_rojas/status/1797764004800053742) 2024-06-03T22:55Z 28.8K followers, [----] engagements "It's official Happy to be joining @LancasterResrcs advisory board. Look forward to working with the team led by Penny White and the company's North American lithium projects. $LCR $LANRF https://lancaster-resources.com/lancaster-resources-appoints-paola-rojas-to-advisory-board-bolstering-global-expertise-in-metals-and-energy/ https://lancaster-resources.com/lancaster-resources-appoints-paola-rojas-to-advisory-board-bolstering-global-expertise-in-metals-and-energy/" [X Link](https://x.com/paola_rojas/status/1798452304993022440) 2024-06-05T20:30Z 28.5K followers, [----] engagements "Hey hey Nickel demand isexpected to rise significantly over the next decade. Wheres your exposure coming from" [X Link](https://x.com/paola_rojas/status/1803169623447085432) 2024-06-18T20:55Z 28.1K followers, [----] engagements "I called it. $GYG closed up by a taco ๐ฎ @giginator_ i say up by a taco @giginator_ i say up by a taco" [X Link](https://x.com/paola_rojas/status/1803714465403482486) 2024-06-20T09:00Z 28.4K followers, [----] engagements "Which #commodities are you most bullish on now and for the SHORT term Copper Gold Other (comment) Silver Copper Gold Other (comment) Silver" [X Link](https://x.com/paola_rojas/status/1803975562274513155) 2024-06-21T02:17Z 28.1K followers, [----] engagements "Hey hey Gold is looking terribly strong these days. Which are your favourite producers and explorers" [X Link](https://x.com/paola_rojas/status/1807518270586524011) 2024-06-30T20:55Z 28.1K followers, [----] engagements "@KitcoMining Agnico is the 3rd largest gold producer with 106.8t and has a strong mineral reserve base. [--] Moz in reserves plus resources" [X Link](https://x.com/paola_rojas/status/1814423843160969255) 2024-07-19T22:15Z 28K followers, [----] engagements "Barrick is now the smallest (in market value) 2nd in production but they are not staying put. It produced 126t in [----] and has been pushing hard to expand its gold reserves. Currently have 50% more than Agnico (proven and probable 54Moz vs 77Moz)" [X Link](https://x.com/paola_rojas/status/1814423871891952034) 2024-07-19T22:15Z 28K followers, [----] engagements "@business In terms of financials: Barrick has substantially less debt than the other [--] peers. Re consensus AISC CIBC sees Agnico at the lowest and Newmont as highest all $1000+ under spot. And here's the side perk of holding gold producers (this is not true for every single one):" [X Link](https://x.com/paola_rojas/status/1814423928762446089) 2024-07-19T22:15Z 28K followers, [----] engagements "Copper exposure Gold is associated with copper in many deposit types**. So depending on choice it can be considerable. For copper the consensus peer group for Barrick shifts to Freeport and Antofagasta $ANTO . *My thread on $FCX at the end" [X Link](https://x.com/paola_rojas/status/1814423958164517030) 2024-07-19T22:15Z 28K followers, [----] engagements "From construction to the grid and transport copper underpins progress. (AI is not even considered in here) $COPJ ๐ @Sprott" [X Link](https://x.com/paola_rojas/status/1819114692066820138) 2024-08-01T20:55Z 28.3K followers, [----] engagements "Copper output will be wild beyond [----] ๐ฎ $FCX $PERU #gold #silver #copper ๐ @mining" [X Link](https://x.com/paola_rojas/status/1821651399723147323) 2024-08-08T20:55Z 28.2K followers, [----] engagements "Tell me where do you think we should look for copper giants the most I'll wait. $BHP $PERU #copper ๐ @VisualCap" [X Link](https://x.com/paola_rojas/status/1826724833243156574) 2024-08-22T20:55Z 28.2K followers, [----] engagements "Don't forget Large copper deposits tend to have lower grades banking on size to make it economical. Yet the hunt for grade is real. $PERU $SEND $BHP #copper ๐ @theoregongroup" [X Link](https://x.com/paola_rojas/status/1829261541088084049) 2024-08-29T20:55Z 28.2K followers, [----] engagements "Mesothermal: - Hosted in faults - 5-10km deep long vertically short strike length - Moderate grade but often high 7-10g/t low tonnage 2-20Mt - Most significant in E Canada W Australia E/W Africa Brazil ๐ $SRN Yidby" [X Link](https://x.com/paola_rojas/status/1829613942982754525) 2024-08-30T20:15Z 28.6K followers, [---] engagements "High sulphidation: - mainly gold can host silver and copper - can be large such as ๐ $GOLD Veladero $NEM Yanacocha - low grade disseminated mineralisation - likely to be mined as open pit Low sulphidation - mainly gold minor silver - small to moderate in size yet high grade - narrow veins steeply dipping - unless a swarm of veins likely to be an underground mine Intermediate sulphidation - gold near top becomes silver and lead-zinc rich at depth - usually steep veins but may have flat sections - veins can be long and continuous - usually mined from underground with flat sections amenable to" [X Link](https://x.com/paola_rojas/status/1829614007751454983) 2024-08-30T20:15Z 28.2K followers, [---] engagements "@BarrickGold Intrusion related: - Thin gold-bearing quartz veins - Hosted in sedimentary and igneous rocks - Gold is dominant 0.5-2g/t tonnage from 5-200Mt plus silver and copper - May be considered subset of porphyries (see thread on this ahead) ๐ $PERU Mega Gold" [X Link](https://x.com/paola_rojas/status/1829614041305903540) 2024-08-30T20:15Z 28.2K followers, [---] engagements "As with so much of our modern technology minerals also enables cloud robotics. From copper in the servers to gold in CPUs and silicon in frames. $COPJ ๐ @MineralsCouncil" [X Link](https://x.com/paola_rojas/status/1831798262216507804) 2024-09-05T20:55Z 28.3K followers, [----] engagements "For copper the 90s were a party. While investment is rising new resources are few and far between. $COPJ ๐ @SPGCIMetals" [X Link](https://x.com/paola_rojas/status/1833247814249328817) 2024-09-09T20:55Z 28.3K followers, 65.1K engagements "We'll be speaking at Mines & Money 5@5 on Sep [--]. Hope you can tune in About Mines & Money 5@5 ๐ ๐ค @MinesAndMoney @synergyrescap $TOR $AKN $TMS https://minesandmoney.com/imarc/5-at-5 https://minesandmoney.com/imarc/5-at-5" [X Link](https://x.com/paola_rojas/status/1836495784612692017) 2024-09-18T20:01Z 28.1K followers, [----] engagements "@markets Germany Launches Raw Materials Fund to Strengthen Supply Chains https://www.bloomberg.com/news/articles/2024-09-18/germany-launches-raw-materials-fund-to-strengthen-supply-chains https://www.bloomberg.com/news/articles/2024-09-18/germany-launches-raw-materials-fund-to-strengthen-supply-chains" [X Link](https://x.com/paola_rojas/status/1836976253641052367) 2024-09-20T03:50Z 28.1K followers, [----] engagements "This copper explorer is ready to *rock* and roll http://dlvr.it/TDWt5z http://dlvr.it/TDWt5z" [X Link](https://x.com/paola_rojas/status/1837602592677155324) 2024-09-21T21:19Z 28.1K followers, [----] engagements "@markets PS: You may want to subscribe to read this tasty newsletter issue. Diving deep into drilling program results from $NGEX https://x.com/paola_rojas/status/1837602592677155324 This copper explorer is ready to *rock* and roll https://t.co/cyp8e2jVib https://x.com/paola_rojas/status/1837602592677155324 This copper explorer is ready to *rock* and roll https://t.co/cyp8e2jVib" [X Link](https://x.com/paola_rojas/status/1838073130201624639) 2024-09-23T04:29Z 28.1K followers, [----] engagements "Right on cue $NGEX NGEx Announces Exploration Plan for Lunahuasi Read more: https://t.co/qy5TbE5w0z https://t.co/UEL1TJh68f NGEx Announces Exploration Plan for Lunahuasi Read more: https://t.co/qy5TbE5w0z https://t.co/UEL1TJh68f" [X Link](https://x.com/paola_rojas/status/1839888958618251464) 2024-09-28T04:44Z 28.1K followers, [----] engagements "Hey hey Copper is the cornerstone of the energy transition. How do you personally play this theme #stocks" [X Link](https://x.com/paola_rojas/status/1840495571498389879) 2024-09-29T20:55Z 28.5K followers, [----] engagements "tell me again how we'll be mining less $PERU $OCO $BHP #copper ๐ @energy_minute ๐ก More on our blog. Link in bio" [X Link](https://x.com/paola_rojas/status/1841945127331168512) 2024-10-03T20:55Z 28.2K followers, [----] engagements "Mining companies heavily rely on news releases to market. These documents can be quite complex since they assume readers understand geology in depth. (and most of us are not geologists) Here's how you can analyse drill result announcements for your next investment:" [X Link](https://x.com/paola_rojas/status/1842327588703969606) 2024-10-04T22:15Z 28.1K followers, [----] engagements "By the way announcements are supposed to be tools to manage reputation and public image so it is quite unfair to expect them to be marketing tools Anyhow I digress. For this example we're using a release from $NGEX regarding their Lunahuasi project" [X Link](https://x.com/paola_rojas/status/1842327618546495794) 2024-10-04T22:15Z 28.1K followers, [---] engagements "And that's it for today These are the [--] things you must learn from every drill results announcement. If you enjoyed this please retweet the start of the thread. Follow me @paola_rojas for more on mining & metals investing and the energy transition. Mining companies heavily rely on news releases to market. These documents can be quite complex since they assume readers understand geology in depth. (and most of us are not geologists) Here's how you can analyse drill result announcements for your next investment: Mining companies heavily rely on news releases to market. These documents can be" [X Link](https://x.com/paola_rojas/status/1842327881810362610) 2024-10-04T22:16Z 28.1K followers, [----] engagements "No doubt The West needs more of the 'bunch of #metals' $TECK ๐ @Reuters" [X Link](https://x.com/paola_rojas/status/1844590050215907827) 2024-10-11T04:05Z 28.4K followers, [----] engagements "We're investing more in copper exploration yet we're discovering fewer deposits. Something has to change. $PERU $SEND ๐ @SPGCIMetals @synergyrescap" [X Link](https://x.com/paola_rojas/status/1845931384847704354) 2024-10-14T20:55Z 28.2K followers, [----] engagements "Crazy Mines take increasingly longer to build: from less than [--] years to nearly [--] now. Proper permitting is essential but excessive delays can kill the best deposits. $BHP $PERU $SEND $COPJ $ICOP #copper ๐ @SPGCIMetals" [X Link](https://x.com/paola_rojas/status/1848468097063100785) 2024-10-21T20:55Z 28.2K followers, [----] engagements "Will be meeting with $NILI @SurgeBattery during this upcoming IMARC. TSXV-listed focused on lithium in the US. Got questions for them Comment DM me or @synergyrescap and Ill add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1849851021285261728) 2024-10-25T16:30Z 28.6K followers, [----] engagements "Will be meeting with $OCO @OrocoCorp during this upcoming IMARC. TSXV-listed focused on copper in Mexico. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850273747464315234) 2024-10-26T20:30Z 28.1K followers, [----] engagements "Will be meeting with $COB @CobaltBlue_COB during this upcoming IMARC. ASX-listed focused on cobalt in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850394540554780810) 2024-10-27T04:30Z 28.1K followers, [----] engagements "Oroco Resource $OCO (plenty of Qs already) Will be meeting with $OCO @OrocoCorp during this upcoming IMARC. TSXV-listed focused on copper in Mexico. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $OCO @OrocoCorp during this upcoming IMARC. TSXV-listed focused on copper in Mexico. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850704297413263803) 2024-10-28T01:01Z 28.6K followers, [---] engagements "Surge Battery $NILI Will be meeting with $NILI @SurgeBattery during this upcoming IMARC. TSXV-listed focused on lithium in the US. Got questions for them Comment DM me or @synergyrescap and Ill add to my own. #stocks Will be meeting with $NILI @SurgeBattery during this upcoming IMARC. TSXV-listed focused on lithium in the US. Got questions for them Comment DM me or @synergyrescap and Ill add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850704309559935086) 2024-10-28T01:01Z 28.6K followers, [---] engagements "Kingsrose $KRM Will be meeting with $KRM @kingsrose during this upcoming IMARC. ASX-listed focused on copper nickel in Finland and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $KRM @kingsrose during this upcoming IMARC. ASX-listed focused on copper nickel in Finland and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850704321627009083) 2024-10-28T01:01Z 27.9K followers, [---] engagements "Tempest Minerals $TEM Will be meeting with $TEM @tempestminerals during this upcoming IMARC. ASX-listed focused on gold copper lithium in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $TEM @tempestminerals during this upcoming IMARC. ASX-listed focused on gold copper lithium in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850704393991315747) 2024-10-28T01:01Z 28.1K followers, [---] engagements "Cobalt Blue $COB Will be meeting with $COB @CobaltBlue_COB during this upcoming IMARC. ASX-listed focused on cobalt in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $COB @CobaltBlue_COB during this upcoming IMARC. ASX-listed focused on cobalt in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850704405995426036) 2024-10-28T01:01Z 28.1K followers, [---] engagements "Trinex Minerals $TX3 Will be meeting with $TX3 @Trinex_Minerals during this upcoming IMARC. ASX-listed focused on gold in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $TX3 @Trinex_Minerals during this upcoming IMARC. ASX-listed focused on gold in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks" [X Link](https://x.com/paola_rojas/status/1850704478674293061) 2024-10-28T01:01Z 28K followers, [---] engagements "It was bound to happen. Copper content in EVs is declining. But remember the number of vehicles sold is rising. $SETM $COPJ #mining ๐ @benchmarkmin" [X Link](https://x.com/paola_rojas/status/1856048050352931211) 2024-11-11T18:55Z 28.3K followers, [----] engagements "Copper is not loving Trump at the moment. Dollar likely to blame but China may be gearing up for a rough ride. Either way weakness here is an opportunity. $FCX $OCO $copper ๐ @bloomberg" [X Link](https://x.com/paola_rojas/status/1857159146270851550) 2024-11-14T20:30Z 28.1K followers, [----] engagements "Hey hey China Madagascar and Mozambique were the top [--] graphite producers in [----]. Do you have any exposure to the mineral #mining" [X Link](https://x.com/paola_rojas/status/1858282764098756763) 2024-11-17T22:55Z 28.5K followers, [----] engagements "Do you (or would you) consider investments in companies focused on Africa Yes No (Why not) Show me the answer Yes No (Why not) Show me the answer" [X Link](https://x.com/paola_rojas/status/1858293678001025421) 2024-11-17T23:38Z 28.5K followers, [----] engagements "@OrocoCorp @synergyrescap Quick update: Had a brilliant chat with $OCO. So good to meet in person after years of video calls. All very promising with catalysts coming I will say more soon. Also they had a super positive reception from the investment community here" [X Link](https://x.com/paola_rojas/status/1859774638471164308) 2024-11-22T01:43Z 28.1K followers, [----] engagements "BHP & Rio Tinto are the world's largest mining companies. $237 billion in market value* combined. As leaders their outlook is a crucial signal for investors. Here's what they see ahead for copper:" [X Link](https://x.com/anyuser/status/1862606209381245167) 2024-11-29T21:15Z 28.9K followers, 88.6K engagements "They know economically viable copper is hard to find. Major deposits are less common and are being found deeper and deeper. The deeper we go the more expensive mines become and technologically challenging (even if somewhat easier to permit)" [X Link](https://x.com/paola_rojas/status/1862606299105829035) 2024-11-29T21:15Z 28.2K followers, [----] engagements "Given that BHP expects a global copper deficit of 10MT a decade from now they are investing heavily in growth and M&A. First attempted to snap up $AAL and when that failed joined forces with Lundin $LUN to buy the rest of $FIL (unlikely to be the last) Meanwhile. Done and dusted ๐ $FIL $BHP $LUN Exciting times for copper projects in Argentina. This deal is only the beginning. Done and dusted ๐ $FIL $BHP $LUN Exciting times for copper projects in Argentina. This deal is only the beginning" [X Link](https://x.com/paola_rojas/status/1862606311655186497) 2024-11-29T21:15Z 28.2K followers, [----] engagements "Rio is growing both production and investment. For example via Nuton (bioleach technologies to unlock copper) in Argentina-focused McEwen Copper $MUX and Aldebaran $ALDE. (side note Rio also snatched Arcadium Lithium for $6.7 billion). But here's the 'copper nugget':" [X Link](https://x.com/paola_rojas/status/1862606345889096036) 2024-11-29T21:15Z 28.5K followers, [----] engagements "Whoa Copper production from Chile is finally soaring. October was the best month since [----]. But if the jagged trend repeats itself. $BHP $NGEX #copper ๐ @markets" [X Link](https://x.com/paola_rojas/status/1864044493936185753) 2024-12-03T20:30Z 28.1K followers, [----] engagements "The copper concentrate market has been challenging of late. Past estimates go in line with the forecasted shortfall for the metal over the next decade. $BHP $PERU $COPJ $ICOP $NGEX #copper ๐ @SPGCIMetals" [X Link](https://x.com/paola_rojas/status/1864745351711703546) 2024-12-05T18:55Z 28.3K followers, [----] engagements "Mines take 16+ years on average to move from discovery to production. But metal and jurisdiction skew for the best (like gold) or worse (Indonesia) $RIO $BHP $FSM ๐ @SPGCIMetals" [X Link](https://x.com/paola_rojas/status/1866255299524407558) 2024-12-09T22:55Z 28.4K followers, [----] engagements "We're watching Last week's highlights: - Best performers: $QTWO up236% YTD - Stellar drill results: $PMET Patriot Drills31.2 m at 3.35% Li2Oat CV13 including [---] m at 5.37% Li2O Significantly Expanding the High-Grade Vega Zone - Insider transactions: $CXB +$100000" [X Link](https://x.com/paola_rojas/status/1868809629771186517) 2024-12-17T00:05Z 28.1K followers, [----] engagements "How critical a specific metal/mineral is varies in every continent but one thing is certain. Globally mining is poised to soar. $ALB $VALE $PERU ๐ @BritGeoSurvey" [X Link](https://x.com/paola_rojas/status/1876341765818528007) 2025-01-06T18:55Z 28.2K followers, [----] engagements "What was your best investment call of [----] (either generally or a specific stock)" [X Link](https://x.com/paola_rojas/status/1876512303702786437) 2025-01-07T06:12Z 28.1K followers, [----] engagements "Damn. Rio & Glencore said to have been in merger talks. If they went through with it the combined entity may be bigger than BHP (depending on what they spin out to close this mega-mining deal). Let's see whether this has any legs. $RIO $GLEN" [X Link](https://x.com/paola_rojas/status/1880038382665126319) 2025-01-16T23:44Z 28.1K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@paola_rojas Paola Rojas ๐Paola Rojas ๐ posts on X about stocks, copper, investment, $bhp the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance stocks countries cryptocurrencies technology brands automotive brands financial services social networks celebrities travel destinations
Social topic influence stocks, copper #755, investment, $bhp, gold, china, $lac, $sgq #3, $alb, australia
Top accounts mentioned or mentioned by @synergyrescap @markets @reuters @mining @paolarojas @spgcimetals @usgs @benchmarkmin @miningvisuals @visualcap @business @stgeorgesgq @vcelements @goldmansachs @reuterscommods @igwtreport @crescatcapital @mineralscouncil @theoregongroup @cgdriven
Top assets mentioned BHP Group Limited (BHP) Lithium Americas Corp. Common Shares (LAC) Alien Base (ALB) Realio Network (RIO) Agnico Eagle Mines Ltd. (AEM) MP Materials Corp. (MP) EQIFi (EQX) Freeport-McMoRan Inc (FCX) FORTUNA Silver Mines Inc. (FSM) Newmont Corporation (NEM) Goldman Sachs (GS) Tesla, Inc. (TSLA) GammaSwap (GS) Pulsechain (PLS) Sociedad Quimica y Minera de Chile SA (SQM) PAN American Silver Corp (PAAS) Coeur Mining, Inc. (CDE) Rio Tinto plc (RIO) American Airlines Group Inc (AAL) Osisko Gold Royalties Ltd (OR) Cencora, Inc. (COR) JPMorgan Chase (JPM) Teck Resources Limited (TECK) Barrick Gold Corp. (GOLD) Apple, Inc. (AAPL) SM Energy Company (SM) Morgan Stanley (MS) Lunyr (LUN) NVIDIA Corp. (NVDA) GM (GM) Sendcoin (SEND)
Top posts by engagements in the last [--] hours
"@WSJ I have agreed with @BillAckman in several things (particularly the whole Herbalife short I find it unbelievable they still operate pretty much in the same way) but my feelings reg Starbucks are not as optimistic. Plus they failed miserably in Oz"
X Link 2018-10-10T08:55Z 28.1K followers, [--] engagements
"The #mining industry should be trying to engage with #younger #investors if it wants to have stronger support from the #markets. Tapping into the same pool over and over does not help with the cyclical woes in raising capital especially for #juniors"
X Link 2019-05-09T06:42Z 28.4K followers, [--] engagements
"I normally dont like the activist investor position but in this case I think this is well justified. Why on earth $KBLT a cashed up company that put forward a long term view would be sold at a loss to a related entity is just wrong. Thanks @Thematicafunds for the heads up. Anson Funds Comments on Cobalt [--] Pala Transaction. Unlikely to Receive Majority of Minority shareholder approval. https://t.co/rLhVlVtS3Q Anson Funds Comments on Cobalt [--] Pala Transaction. Unlikely to Receive Majority of Minority shareholder approval. https://t.co/rLhVlVtS3Q"
X Link 2019-07-10T01:51Z 28.5K followers, [--] engagements
"Last year the price of #cobalt kept everyone bullish increasing positions & acquiring projects. Since then weve seen a lot of value destruction. Last year we took a gamble on $COB & $KBLT - so far less than ideal. Which companies do you still like/hold ๐๐"
X Link 2019-07-10T04:34Z 28.5K followers, [--] engagements
"@Jarrydram @Force_ASX @4ce To be a silver miner they need to be primary producers (or significant at least) and operating. So great to keep your favorite if you like them so much but also look at others such as $SSR $PAAS $HOCM $FRES $FSM"
X Link 2019-07-23T11:28Z 28.1K followers, [--] engagements
"If you hold $KBLT just a couple of days left to vote. Why this is a terrible deal: -giving away assets at a low price -missing out on the whole mission of the company way before the market is stable and -rewarding execs failure with an overly generous exit package Cobalt [--] faces investor outcry amid accusations its selling crown jewel assets at a loss #cobalt Strong opposition from shareholders. stock trading at CAD$3.82. way below CAD$5.75 takeover bid (cash + shares in Nickel28) Financial Post https://t.co/BvEHrARoHp Cobalt [--] faces investor outcry amid accusations its selling crown jewel"
X Link 2019-09-08T04:22Z 28.5K followers, [--] engagements
"Well done guys $RYR Royal Road Minerals Receives Drilling Permits for Its Guintar-Niverengo Gold Project; Colombia Full Story: https://t.co/L3MHZggPHQ @RoyalRoad_RYR $RRDMF $RYR.CA #SmallCaps #TSXV #OTC #OTCMarkets #OTCStocks #goldAntioquia #goldColombia #goldexploration #discovery #Gold #Mining Royal Road Minerals Receives Drilling Permits for Its Guintar-Niverengo Gold Project; Colombia Full Story: https://t.co/L3MHZggPHQ @RoyalRoad_RYR $RRDMF $RYR.CA #SmallCaps #TSXV #OTC #OTCMarkets #OTCStocks #goldAntioquia #goldColombia #goldexploration #discovery #Gold #Mining"
X Link 2019-12-06T06:25Z 28.5K followers, [--] engagements
"Opportunities abound in this moment. for those who are ready to pounce Blackstone picks up $550m Crown Resorts stake https://buff.ly/3cXICG1 https://buff.ly/3cXICG1"
X Link 2020-04-29T02:15Z 28.3K followers, [--] engagements
"Best stock exchange .in your opinion ๐ค Ill start: TSX-V ASX TSX & TSX-V AIM NYSE NASDAQ ASX TSX & TSX-V AIM NYSE NASDAQ"
X Link 2020-07-14T03:02Z 28.4K followers, [--] engagements
"First stock you ever owned ๐ค Ill go first: $GBE"
X Link 2020-07-20T03:47Z 28.5K followers, [--] engagements
"@AfjosSullivan It happens. $GBE didnt go smoothly for us either but I learned a bunch of valuable lessons"
X Link 2020-07-22T00:57Z 28.5K followers, [--] engagements
"One stock that makes your heart sing"
X Link 2020-08-09T06:24Z 28.5K followers, [--] engagements
"Name [--] gold stocks you like. Pop in their twitter handle or ticker if you feel so inclined ๐ Ill start: @OsiskoRoyalties $OR @Goldcorp_Inc $NEM @LundinGold $LUG"
X Link 2020-08-13T00:42Z 28K followers, [--] engagements
"@deanburtonuk $GBE kind of a sad learning story but taught me a lot Shares + options on the first try. Talk about deep end"
X Link 2020-08-13T23:37Z 28.5K followers, [--] engagements
"@airic101 Nice pick. Have they done any feasibility yet"
X Link 2021-02-23T01:09Z 28.1K followers, [--] engagements
"Whos started a company from scratch Which field ๐๐ป๐๐ป"
X Link 2021-02-25T00:49Z 28K followers, [--] engagements
"Seeing more tickers in bios Yay ๐ $AWV $FYI $PEX Have you done it yet Just make sure they are clickable by putting the $ in front. #marketing #Investorrelations"
X Link 2021-04-06T12:38Z 28.1K followers, [--] engagements
"Looking to add additional #copper exposure in Australia Just started looking into: Producers $SFR.AX $OZL.AX Explorers $AIS.AX $SVY.AX $HAV.AX Any rockstars Im forgetting"
X Link 2021-07-15T09:41Z 28.6K followers, [--] engagements
"@CreativeMurdock Good one Added to candidates ๐"
X Link 2021-07-30T02:53Z 28.4K followers, [--] engagements
"Love to see more Latin Americans at the helm of big players and even more within the EV theme. I don't have the pleasure yet but massive congrats to Martn Prez de Solay of Allkem Limited (fmr Orocobre & Galaxy) and your https://lnkd.in/gG7c25gW https://lnkd.in/gJZveTdz https://lnkd.in/gG7c25gW https://lnkd.in/gJZveTdz"
X Link 2022-02-03T23:46Z 28K followers, [--] engagements
"Retweet this if you've bought at least one #copper #stock so far this year. ๐๐"
X Link 2022-03-28T20:03Z 28.5K followers, [--] engagements
"@IBDinvestors A uranium explorer $GBE back in [----]. Did horribly before I sold but taught me a lot and somehow became my profession ๐ฅฐ"
X Link 2022-04-27T15:38Z 28.5K followers, [--] engagements
"Hey hey EVs sold globally are on the rise and well need to produce more #metals to keep up. Which is your largest bet on this space"
X Link 2022-05-14T21:07Z 28.6K followers, [---] engagements
"๐ฑName a junior mining co and Ill pick a few for a quick review. Will share my impressions in this thread. T&Cs -Mention handle & $cashtag -Retweet and like this [---] "entry" per account -Tag an exec for extra chances Go #JuniorMiningGame"
X Link 2022-05-19T21:07Z 28.5K followers, [---] engagements
"@Glencore [--] Los Azules $MUX In San Juan Argentina high Andes. $2.4b CAPEX infrastructure & jurisdictional challenges but @McEwenMining keeps relentlessly expanding and doing pre-development work 10b lbs ๐ 0.48% 19b lbs ๐ 0.33%** https://x.com/McEwenMining/status/1533624183430733829s=20&t=bMkQ9YJy0lHmbA3xaJkknQ 1st [----] campaign & 2nd highest in drilling: [----] km completed @ Los Azules. More assay results in next weeks๐ก We demobilized [---] staff all safe @ home with families & friends. Thanks to our staff & contractors for going the extra mile to make it happen๐ #MUX @McEwenCopper"
X Link 2022-07-01T21:24Z 28.5K followers, [--] engagements
"@Glencore @McEwenMining [--] Taca Taca $FM.TO In Salta Argentina. BHP (Dad ๐ again) then Lumina Copper acquired by First Quantum for $470m. Reserves declared in [----] and moving along. Mining-friendly province w/lithium developments. $NOVR has a royalty 15.5b lbs ๐ 0.44% https://x.com/mining/status/1333475910775803905s=20&t=Hg29I_iFmg8V0S1CHCo_iw First Quantum Minerals has expanded its copper reserve base following results of an updated NI 43-101 technical report for its Taca Taca project. https://t.co/G0OZ7yld4E #copper"
X Link 2022-07-01T21:24Z 28.5K followers, [--] engagements
"Thanks everyone. We talked about markets inflation where capital is being allocated commodities (EC's lithium potential scare) IPOs crypto and DeFi. Companies/sectors mentioned: #lithium $SAVS $EMH $INF $RIO $BHP $LKE $AVZ https://x.com/i/spaces/1OdKrBVzXknKX https://x.com/i/spaces/1OdKrBVzXknKX"
X Link 2022-07-05T10:42Z 28.6K followers, [--] engagements
"๐ฑMention a junior mining stock and I'll pick a few for a quick review. Will share my impressions in this thread. To play: Retweet this Comment w/handle & $cashtag Tag an exec for extra chances All metals welcome #JuniorMiningGame Go"
X Link 2022-07-06T21:00Z 28.6K followers, [--] engagements
"๐ As the lithium thesis becomes mainstream other commodities that play a role in the energy transition are gaining ground. Graphite tops the list โ๐ป #graphite $NGC $GPH $LEM $NOU ๐ @markets"
X Link 2022-07-13T20:01Z 28.3K followers, [--] engagements
"Hey hey Copper deposits are normally large and expensive to define & build but we must identify more to keep up with demand for #metals. Any projects youd like to see built"
X Link 2022-07-14T21:00Z 28.1K followers, [--] engagements
"Are you holding a 'lifestyle company' in your junior explorers' stock portfolio Or considering one that might be [--] questions to find out FAST and reduce your risk:"
X Link 2022-07-16T20:39Z 28K followers, [---] engagements
"Hey hey Investing implies confidence in the future. What's your highest conviction play #stocks $LAC"
X Link 2022-08-11T21:03Z 28.1K followers, [--] engagements
"Hey hey Copper is the cornerstone of the energy transition. How do you personally play this theme #stocks"
X Link 2022-09-01T21:03Z 28.5K followers, [--] engagements
"Copper is the cornerstone of the#energytransitionand its on track to be the king of all metals. It kind of already was. but withEVstaking hold it will undoubtedly be. Are you copper-ready"
X Link 2022-09-05T21:04Z 28.4K followers, [---] engagements
"@0525capital @dmuscat @Marimaca_Copper $OR is in our portfolio โค"
X Link 2022-09-09T02:41Z 28.2K followers, [--] engagements
"Hey hey We need metals to bring about the #energytransition. Which one is at the top of your list"
X Link 2022-09-13T21:02Z 28.4K followers, [--] engagements
"Like this if you've got #REEs in your portfolio ๐๐ป๐๐ป"
X Link 2022-09-27T03:04Z 28.5K followers, [--] engagements
"Hey hey Copper deposits are normally large and expensive to define & build but we must identify more to keep up with demand for #metals. Any projects youd like to see built"
X Link 2022-10-06T21:01Z 28.1K followers, [--] engagements
"๐ Graphite is the largest component of li-ion batteries by volume as it is most of the anode in a NMC chemistry. Got any positions $NGC $GPH $LEM $NOU #graphite ๐ @SPGMarketIntel"
X Link 2022-10-22T03:00Z 28.9K followers, [---] engagements
"Hey hey Lithium has more than doubled so far in [----]. Are you adding to your portfolio at these levels"
X Link 2022-10-25T20:06Z 28.5K followers, [---] engagements
"๐ Copper reckoning: The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem is we'll need so many more. $PERU $HCH #metals ๐ @SPGMarketIntel"
X Link 2022-10-26T20:01Z 28.1K followers, [--] engagements
"If you could only invest in one metal for the rest of your life which one would it be. Copper Lithium Uranium Silver Copper Lithium Uranium Silver"
X Link 2022-10-27T06:43Z 28K followers, [--] engagements
"๐ Here are the top [--] copper mines by capacity. Chile and Peru host [--] of these. Would you like to see more diversification in origin If so where $PERU $HCH $S32 #copper ๐ @SPGMarketIntel"
X Link 2022-11-15T20:20Z 28.1K followers, [--] engagements
"@SimonBrayford2 @DigMedia $HCH could do well. $PERU has had a beating but their deposit is first class"
X Link 2022-11-16T06:41Z 28.1K followers, [--] engagements
"@alfred_galle There are so many but one we hold and still like is $PERU. Has been destroyed but I believe it will recover in time"
X Link 2022-11-24T03:18Z 28.1K followers, [--] engagements
"Hey hey Your portfolio can be transformed by leaning on macro trends. What's one you're eager to tap into in the current market #stocks $LAC"
X Link 2022-11-24T19:01Z 28K followers, [--] engagements
"Hey hey Latin America's mined revenue was $294 billion in [----] almost doubling from [----]. What's your exposure to the region #investing"
X Link 2022-11-28T19:01Z 28.1K followers, [--] engagements
"Hey hey Copper is the 3rd largest metal market valued at over $208 billion. Which are your favourite explorers developers or producers"
X Link 2022-11-30T19:02Z 28.2K followers, [---] engagements
"Largest position in your portfolio ๐๐ป๐ #stocks $LAC"
X Link 2022-12-03T19:13Z 28.4K followers, [---] engagements
"Hey hey Mexico is the world's largest silver producer with over 177Moz in [----]. How much of your portfolio links to the nation #investing"
X Link 2022-12-05T19:03Z 28.5K followers, [--] engagements
"๐ Copper production in Chile has been steadily declining for the better part of the last [--] years. Now finally hope for the 'king of metals'. Last week figures came out and finally a lift. $PERU $HCH $S32 ๐ @Investingcom"
X Link 2022-12-05T20:20Z 28.1K followers, [--] engagements
"๐ฉ Too many projects in portfolio Why Shows a lack of focus or confidence in the flagship asset. How to find out Visit the companys website and check under projects or operations and then go to the latest annual report or M&D and review their balance sheet 1/9"
X Link 2022-12-06T20:00Z 28.4K followers, [--] engagements
"BREAKING: Peru's leftist president ousted"
X Link 2022-12-08T00:57Z 28.1K followers, [--] engagements
"@claudiohfox We will know soon enough. Hope it is. Been a terrible run since Castillo took office"
X Link 2022-12-08T07:09Z 28.1K followers, [--] engagements
"Hey hey $GS claims to be bearish lithium yet added some tasty $LAC to their portfolio. What else should they buy #stocks"
X Link 2022-12-08T19:03Z 28K followers, [--] engagements
"Hey hey Investing in metals is a vote of confidence in the outlook of markets. Which metal has your unconditional love these days #stocks"
X Link 2022-12-14T19:03Z 28.6K followers, [--] engagements
"Hey hey EVs sold globally are on the rise and well need to produce more #metals to keep up. Which is your largest bet on this space"
X Link 2022-12-15T19:05Z 28.6K followers, 17.2K engagements
"BREAKING: Peru congress approves constitutional reform to hold early vote #mining $COR $PERU"
X Link 2022-12-21T00:00Z 28.1K followers, [----] engagements
"Heres one for Goldman Sachs and all bears saying lithium is headed for oversupply. Mexico Zimbabwe more countries putting restrictions on exports or operations. Its not all smooth sailing โต Throws a wrench in things .Zimbabwe is the 6th largest lithium producer in the world at [----] MT Zimbabwe bans raw lithium exports as demand soars (except by written permit) https://t.co/3cg76WA7C2 https://t.co/mQNYB67D3L Throws a wrench in things .Zimbabwe is the 6th largest lithium producer in the world at [----] MT Zimbabwe bans raw lithium exports as demand soars (except by written permit)"
X Link 2023-01-02T04:53Z 28K followers, 17.5K engagements
"Hey hey Copper is the cornerstone of the future. How do you personally play this theme #stocks"
X Link 2023-01-02T19:03Z 28K followers, 11.2K engagements
"Hey hey Chile produces more than 50% of the global copper output. Do you have any exposure $BHP $HCH"
X Link 2023-01-11T19:03Z 28K followers, 10.6K engagements
"Hey hey With depressed valuations many juniors will become M&A targets. Any explorers in your portfolio ripe for acquisition $MUX $HCH"
X Link 2023-01-23T19:04Z 28.1K followers, [----] engagements
"Largest exposure in your portfolio . Lithium Copper Lithium Copper"
X Link 2023-01-24T04:50Z 28.5K followers, [----] engagements
"Hey hey The pipeline of lithium projects is strongest in Canada and Argentina. Got any in your portfolio"
X Link 2023-01-24T19:00Z 28.1K followers, 38.7K engagements
"Last week I said: "I expect battery-related deals to become more aggressive (better prices longer commitments etc) as competition for near-term production/production becomes fierce." Now $LAC goes boom with a $650m investment from $GM #lithium https://www.reuters.com/markets/commodities/gm-lithium-americas-develop-thacker-pass-mine-nevada-2023-01-31/ https://www.reuters.com/markets/commodities/gm-lithium-americas-develop-thacker-pass-mine-nevada-2023-01-31/"
X Link 2023-02-01T07:08Z 28K followers, [----] engagements
"Hey hey @USGS says 700MT ofcopperhas been produced globally while the discovered total is 3x.Any copper explorers in your portfolio $MUX $PERU"
X Link 2023-02-06T19:20Z 28.6K followers, [----] engagements
"EVs use a lot of copper. Between 5-6x as much as ICEs. But did you know where most of it goes In fact the majority ends up in wiring and the battery. $PERU $HCH $S32 ๐ @ThinkCopper"
X Link 2023-02-06T20:20Z 28.1K followers, [----] engagements
"Tricky spot. The average rate of discovery for copper deposits has fallen dramatically in the last decade. A serious expansion in exploration investment is needed. $PERU $HCH $S32 ๐ @SPGCIMetals @synergyrescap"
X Link 2023-02-13T20:20Z 28.2K followers, 15.6K engagements
"Hey hey Peru is the world's 2nd copper producer with 10% of the global production in [----]. What's your exposure to the metal today"
X Link 2023-02-20T19:05Z 28.8K followers, [----] engagements
"Hey hey Peru is the world's 2nd copper producer with 10% of the global output in [----]. These figures may change substantially. Do you have any exposure $COR $PERU"
X Link 2023-02-22T19:02Z 28.1K followers, [----] engagements
"Unmissable. Tomorrow a lineup of over $4.8 billion in market value in the uranium space: - $NXE 2278m - $DML 1129m - $FCU 605.2m - $URE 392m - $ISO 335.5m - $CUR 153.7m Plus experts from Sprott Sachem Cove and more. #uranium ๐ Register: https://bit.ly/3jPtp2Q https://bit.ly/3jPtp2Q"
X Link 2023-02-23T19:02Z 28.6K followers, [----] engagements
"Hey hey Juniors with near-development deposits have had a tricky run in the markets. Which small-cap are you expecting to build a mine within 2y $ABRA $MUX"
X Link 2023-02-23T20:02Z 28.8K followers, 10.4K engagements
"Hey hey @USGS says over 2100MT ofcopperhas been discovered globally to date.Any copper developers in your portfolio $MUX $PERU"
X Link 2023-03-14T19:20Z 28.1K followers, [----] engagements
"Hey hey China India and Brazil are the top [--] graphite producers. Do you have any exposure to the mineral #mining"
X Link 2023-03-21T19:10Z 28.1K followers, 10.9K engagements
"Tell me if you agree investors: In the #lithium game exploration cannot be your whole strategy anymore. Even for juniors. I reckon those who don't move to development/construction timely will be shunned sooner than later. We need the product ASAP. (and cashflow)"
X Link 2023-03-21T21:15Z 28.4K followers, 19.2K engagements
"Supply of metals can stall the energy transition. Nuveen pointed out the lengthy process for copper mines. 'Discovery to production can take up to [--] years.' And often much more. $PERU $S32"
X Link 2023-03-23T20:04Z 28.2K followers, [----] engagements
"Epithermal deposits can host gold silver copper zinc lead. Grade range: Gold (Au): 1.0-15+g/t +25g/t bonanza sporadically Silver (Ag): 0.0-200+g/t (silver only at the high end) Copper (Cu): up to 2.0% Zinc (Zn): up to 2.0% Lead (Pb): up to 2.0% Example: Diablillos $ABRA Our principal project is Diablillos which contains a Ag-Au epithermal deposit called the Oculto Deposit for which a mineral resource has been estimated. Learn more: https://t.co/x5iY6MSvvU https://t.co/Wgl2wXddi7 Our principal project is Diablillos which contains a Ag-Au epithermal deposit called the Oculto Deposit for which a"
X Link 2023-04-11T22:15Z 28K followers, [----] engagements
"Mesothermal deposits can host gold and silver. Also referred to as greenstone/shear-zone-hosted and orogenic. Grade range: Gold (Au): 3.0-20.0g/t Silver (Ag): 4.0-20+g/t Example: Herbert $GPG $GPG.V announces second drill rig turning at the Herbert gold project in SE Alaska. An exploration stage partially drill-tested high-grade gold mineralized mesothermal quartz vein system in the historic Juneau Gold Belt of southeast Alaska. https://t.co/u6nx32Rmsv https://t.co/ct38AuqMES $GPG.V announces second drill rig turning at the Herbert gold project in SE Alaska. An exploration stage partially"
X Link 2023-04-11T22:15Z 28K followers, [----] engagements
"Hey hey Canada was the 4th gold producer in [----] with 192t right after Australia. Which are your favourite #gold explorers developers or producers"
X Link 2023-04-12T19:03Z 28.1K followers, [----] engagements
"Unmissable. Tomorrow a lineup of over $49 billion in market value in gold mining: - $AEM 37691m - $K 8347m - $ELD 2694m - $ARIS 586m Plus experts from Sprott and more. ๐ Register: https://bit.ly/3Mr0Qot https://bit.ly/3Mr0Qot"
X Link 2023-04-13T22:01Z 28.1K followers, [----] engagements
"Hey hey JP Morgan believes #copper demand linked to the energy transition will more than triple by [----]. Where's your exposure coming from"
X Link 2023-04-25T19:04Z 28.1K followers, [----] engagements
"Copper price in a rut from hell ๐คฌ๐คฌ"
X Link 2023-04-27T11:06Z 28.1K followers, [----] engagements
"Copper bull Sprott sees the metal at the center of the energy trilemma: balancing cost sustainability and security of supply. $COPJ gives you exposure to stellar names such as $WRN. #copper ๐ Hear their insights: https://bit.ly/3LX0xRv https://bit.ly/3LX0xRv"
X Link 2023-05-09T14:02Z 28.3K followers, [----] engagements
"1. Livent $LTHM 'Livent powers the things that power our lives. From the revolution in EV batteries and mobile devices to the strong lightweight alloys and advanced polymers that take innovation further we harness lithium technology to help the world move forward.' Merging. $RIO may think the lithium space is overvalued But $AKE and $LTHM reportedly have $10B reasons to disagree. ๐ฅ๐ฅ https://t.co/25keRvlwuQ $RIO may think the lithium space is overvalued But $AKE and $LTHM reportedly have $10B reasons to disagree. ๐ฅ๐ฅ https://t.co/25keRvlwuQ"
X Link 2023-05-16T22:15Z 25.5K followers, [----] engagements
"I'm sure you thought about this: Where are our critical metals coming from Luis Saenzand I take a deep dive plus $LAC's split and the Allkem v Livent merger. On this weeks episode E5 Deals Podcast by @synergyrescap #investing ๐ https://youtu.be/7YnDBU6E0FU https://youtu.be/7YnDBU6E0FU"
X Link 2023-05-30T02:05Z 26.3K followers, [----] engagements
"Here's a trick question for you: Which shaded area does copper price need to be on to properly incentivise the exploration and discovery of new copper mines I'll wait. #copper $PERU $HCH $S32"
X Link 2023-06-07T20:20Z 28.1K followers, [----] engagements
"Cheap copper will bring more investors to the fray says Citi. China has offset weaker demand elsewhere but hear this: Coppers unique characteristics mean that it could make oils [----] bull run look like childs play. I'm here for it. $PERU $HCH $S32 $BHP ๐ @Citi"
X Link 2023-06-12T20:20Z 28.2K followers, [----] engagements
"Another deal among multi-jurisdiction miners. Combined portfolio has US Canada and Peru exposure. $439m - and it's done $HBM $CMMC #copper ๐ @resourceworld"
X Link 2023-06-15T03:00Z 28K followers, [----] engagements
"When it comes to the energy transition you. know what it is are investing in it other (comment) have no idea know what it is are investing in it other (comment) have no idea"
X Link 2023-06-22T10:15Z 28.5K followers, [----] engagements
"Tell me you are a #graphite investor without telling me ๐"
X Link 2023-07-01T19:20Z 28.6K followers, 20.9K engagements
"4) Clean Energy & Tech iShares Global Clean Energy ETF $ICLN Gives access to companies producing energy from solar wind and other renewable sources plus related tech. Net assets: $4.2B Exp ratio: 0.4% Top holdings: First Solar Solar Edge Technologies Enphase Energy"
X Link 2023-07-07T22:15Z 28K followers, [---] engagements
"5) Infrastructure iShares U.S. Infrastructure ETF $IFRA Includes owners/operators of railroads and utilities plus enablers such as materials and construction US-only. Net assets: $1.83B Exp ratio: 0.3% Top holdings: Greenbrier NRG Energy MGE Energy (sources to follow)"
X Link 2023-07-07T22:15Z 28K followers, [---] engagements
"Want more copper These countries have a lot of it: - Chile - Peru - China - US - DRC $PERU $HCH $BHP #investing ๐ @VCElements"
X Link 2023-07-13T20:20Z 28.2K followers, [----] engagements
"On point: $BHP achieved annual guidance for FY23 increased production by 9% YOY to [----] kt and expanded exploration expenditures by 37% to USD 350MM. ๐ฐ @KitcoMining https://www.kitco.com/news/2023-07-20/Mining-giant-BHP-increases-copper-and-iron-ore-production-in-fiscal-2023-achieves-annual-guidance.html https://www.kitco.com/news/2023-07-20/Mining-giant-BHP-increases-copper-and-iron-ore-production-in-fiscal-2023-achieves-annual-guidance.html"
X Link 2023-07-24T03:55Z 28.1K followers, [---] engagements
"Africa says hi: Zambia the world's 8th copper producer expects [----] output to be at a 14-Year Low 682431t ๐ฐ @markets https://www.bloomberg.com/news/articles/2023-07-22/heat-export-ban-and-war-global-food-threats-return https://www.bloomberg.com/news/articles/2023-07-22/heat-export-ban-and-war-global-food-threats-return"
X Link 2023-07-24T03:55Z 28.1K followers, [---] engagements
"Oil as a market is blowing all metals and minerals out of the water. I think this will this change eventually but probably not much during this decade. What's your take $CAV $AEM $OR #copper ๐ @VisualCap"
X Link 2023-07-26T20:20Z 28.6K followers, [----] engagements
"Which would you say is the most overlooked battery metal/mineral ๐ #investing"
X Link 2023-07-29T19:20Z 28.5K followers, 11K engagements
"๐น Los Andes Copper lands $20M Entered into a royalty agreement with Ecora for a total cash consideration of US$20MM. The royalty is calculated over the sale of all minerals from the companys Vizcachitas project in Chile. $LA $ECOR ๐ @kitconewsnow https://www.kitco.com/news/2023-07-25/Los-Andes-Copper-signs-20M-royalty-agreement-with-Ecora-Resources.html https://www.kitco.com/news/2023-07-25/Los-Andes-Copper-signs-20M-royalty-agreement-with-Ecora-Resources.html"
X Link 2023-07-31T01:15Z 28.5K followers, [---] engagements
"๐น Rumour: Glencore In Talks to Buy Out Partner in Argentina's Mara Reportedly in advanced talks with partner in Argentinas Mara copper project Pan American Silver as it seeks increased exposure to the metal. $GLEN $PAAS ๐ @markets https://www.bloomberg.com/news/articles/2023-07-28/glencore-said-to-be-in-advanced-talks-for-argentina-copper-stake https://www.bloomberg.com/news/articles/2023-07-28/glencore-said-to-be-in-advanced-talks-for-argentina-copper-stake"
X Link 2023-07-31T01:15Z 28.5K followers, [----] engagements
"The Deals Podcast had to take a break due to Lucho's travels but we're back. An episode dropping today focused on copper plus $GLEN $PAAS $GOLD and more. PS: Which thumbnail do you prefer (We'll use your choice) A B"
X Link 2023-07-31T02:26Z 28.5K followers, [----] engagements
"Citi Reckons Copper is Headed to $15K. Time to Buy Barrick Glencore and more https://www.youtube.com/watchv=gEnPb8BFbjs https://www.youtube.com/watchv=gEnPb8BFbjs"
X Link 2023-07-31T09:09Z 28K followers, [----] engagements
"$GLEN $PAAS rumour was on point. - This is really good for the asset - There are serious community issues that need to be sorted out We talked about it in depth today on our most recent podcast recording. (E7 episode being edited - will be live next Monday) ๐น Rumour: Glencore In Talks to Buy Out Partner in Argentina's Mara Reportedly in advanced talks with partner in Argentinas Mara copper project Pan American Silver as it seeks increased exposure to the metal. $GLEN $PAAS ๐ @markets https://t.co/g2toFlLyYt ๐น Rumour: Glencore In Talks to Buy Out Partner in Argentina's Mara Reportedly in"
X Link 2023-07-31T12:21Z 28.5K followers, [----] engagements
"$PAAS announcement https://www.panamericansilver.com/news/pan-american-announces-divestment-of-mara-morococha-agua-de-la-falda-and-non-controlling-equity-interests/ https://www.panamericansilver.com/news/pan-american-announces-divestment-of-mara-morococha-agua-de-la-falda-and-non-controlling-equity-interests/"
X Link 2023-07-31T12:21Z 28.5K followers, [---] engagements
"Keen to hear these [--] mining tech stories today at this month's @miningclub lunch $IMD $C79 ๐"
X Link 2023-08-03T00:35Z 28.5K followers, [----] engagements
"Indisputable. The Americas runs with a clear advantage when it comes to copper mining. $PERU $HCH $S32 $BHP ๐ @USGS"
X Link 2023-08-03T20:20Z 28.2K followers, [----] engagements
"Ford Nemaska Lithium In May $F and the Quebec-based lithium developer entered into a long-term lithium supply agreement. (offtake for future supply of the chemical) 13000t of lithium hydroxide/year**. They also have agreements w/ ioneer $BHP $LTR $F Ford and Nemaska Lithium a lithium developer based in Quebec entered into a long-term lithium hydroxide supply agreement. (this is an offtake for future supply of the chemical) ๐ https://t.co/75Gs5640cU https://t.co/cvt5wRaarb $F Ford and Nemaska Lithium a lithium developer based in Quebec entered into a long-term lithium hydroxide supply"
X Link 2023-08-18T16:00Z 28.5K followers, [---] engagements
"*LCE price is $34K/t **At today's LME [--] Aug futures price 35K/t this offtake would be equivalent to$461MM pa"
X Link 2023-08-18T16:00Z 28K followers, [---] engagements
"๐น Chilean lawmakers to launch Codelco probe amid extended copper slide Scrutiny dropping for copper producer Codelco. It will be investigated by a congressional committee amid a prolonged fall in production. ๐ @Reuters https://www.reuters.com/article/chile-mining-codelco-idUSKBN2ZZ1LH https://www.reuters.com/article/chile-mining-codelco-idUSKBN2ZZ1LH"
X Link 2023-09-03T22:15Z 28.2K followers, [---] engagements
"๐น LME warehousers bet the great metals destock is over LME zinc stocks are now a year high while copper stocks have grown from [-----] to 96625t in a month. LME warehouse operators are happy. ๐ @Reuters https://www.reuters.com/markets/commodities/lme-warehousers-bet-great-metals-destock-is-over-2023-08-24/ https://www.reuters.com/markets/commodities/lme-warehousers-bet-great-metals-destock-is-over-2023-08-24/"
X Link 2023-09-03T22:15Z 28.2K followers, [---] engagements
"Hey hey Australia is the world's largest producer of lithium with 51% of the total. Which are your favourite players $PLS"
X Link 2023-09-06T19:20Z 28.6K followers, 11.8K engagements
"The rare earth plot thickens. Granted Malaysias production is not huge. But more ex-China sources for the commodity are needed not fewer"
X Link 2023-09-11T11:49Z 28.4K followers, 12.4K engagements
"Will Gina Reinhart's involvement help close the $ALB $LTR deal or stop it ๐ง #lithium"
X Link 2023-09-19T11:05Z 28.5K followers, [----] engagements
"Graphite is the most overlooked battery mineral. Sure lithium gets a lot more eyeballs but it makes sense for investors to pay attention to its neighbour. Here are [--] reasons to consider adding graphite to your portfolio:"
X Link 2023-10-06T21:15Z 28.9K followers, 92.1K engagements
"Among graphite developers and producers here are some research ideas across jurisdictions and markets: ๐น Syrah Resources $SYR ๐น Volt Resources $VRC ๐น Northern Graphite $NGC ๐น Graphite One $GPH ๐น Leading Edge Materials $LEM ๐น Nouveau Monde Graphite $NOU"
X Link 2023-10-06T21:15Z 28.3K followers, [----] engagements
"Say hi if youve already got #graphite in your portfolio ๐ (if not check this out๐๐ป) Graphite is the most overlooked battery mineral. Sure lithium gets a lot more eyeballs but it makes sense for investors to pay attention to its neighbour. Here are [--] reasons to consider adding graphite to your portfolio: Graphite is the most overlooked battery mineral. Sure lithium gets a lot more eyeballs but it makes sense for investors to pay attention to its neighbour. Here are [--] reasons to consider adding graphite to your portfolio:"
X Link 2023-10-08T02:04Z 28.1K followers, 15.6K engagements
"@DerGoldreport Julian is a friend of mine He's done a great job. Not sure how the demerging of graphite assets went"
X Link 2023-10-08T22:40Z 28K followers, [---] engagements
"Hey hey Roughly 70% of the global #nickel production is used to make steel. But still its use in EVs matters. What's your exposure"
X Link 2023-10-19T20:35Z 28.1K followers, [----] engagements
"Hey hey Graphite may be headed for trouble. While natural is expected to be in deficit in 2024-2025 synthetic has ESG concerns. Got some in your portfolio #investing"
X Link 2023-10-23T20:35Z 28.3K followers, 15.7K engagements
"- The graphite REE pivot/addition is in full swing. Spoke with a few of these which well be looking into in coming weeks. Lets see where it all lands $LEL $GEM $TMB"
X Link 2023-11-07T21:15Z 28K followers, [---] engagements
"- The energy transition keeps gaining momentum. Not only its everywhere in conversations but also with investors and even gold-focused plays are adding the phrase to their pitches ๐ $LSR $PVT $AUCU $ZNC $ULTH $CNRI #LeadTheShift"
X Link 2023-11-07T21:15Z 28.1K followers, [---] engagements
"Met with $LEL @LithiumEnergy_ at IMARC. They provide exposure to lithium in Argentina and graphite in Australia. $61MM market cap 59m shares $0.58 Here's a summary and my general impressions:"
X Link 2023-11-14T21:15Z 28.5K followers, [----] engagements
"In case you've missed it: Here's a visual representation of exactly how much copper we'll need by [----]. The challenge is clear especially for investors. $PERU $OCO $S32 $BHP #copper ๐ @energy_minute"
X Link 2023-11-29T22:35Z 28.9K followers, 15K engagements
"Global exploration budgets rose 16% and a nine-year high of $13.01 billion in [----] according to S&P. Investing in exploration is how we discover the mines of tomorrow. While drilling usually confirms a discovery geophysics can give early clues. Here's your geophysics 101:"
X Link 2023-12-01T21:15Z 28.1K followers, 12.1K engagements
"Geophysical methods are used for [--] main reasons: a) to find mineral deposits as they can differentiate between types of rocks b) to understand the geology of an area especially one with heavy overburden cover* A typical map is COLORFUL $PERU The most used types are:"
X Link 2023-12-01T21:15Z 28.1K followers, [---] engagements
"I'm sorry but this needs to be said: no graphite no batteries or EVs #LeadTheShift"
X Link 2023-12-02T18:24Z 28.1K followers, 11.7K engagements
"E12: Lucho and I do a detailed sweep of the Americas from political to general jurisdictional risk https://x.com/paola_rojas/status/1725076384618611097 https://x.com/paola_rojas/status/1725076384618611097"
X Link 2023-12-06T02:05Z 28.7K followers, [----] engagements
"Lucky E13 Lucho and I talk about the Lassonde curve opportunity and mining stocks $LTR $SEND $HSLV $FM $ABRA $PLS $ADZN $SOLG https://x.com/paola_rojas/status/1732132789296791619s=20 https://x.com/paola_rojas/status/1732132789296791619s=20"
X Link 2023-12-06T02:05Z 28.7K followers, [----] engagements
"To benefit ๐ข $LAC owns 100% of US-based Thacker Pass $SQM Tianqi owns less than 25% Mt Holland is a JV w/Australian-based Wesfarmers $LTR no offtakes w/China $PLS Ganfeng only 6% CATL sold $CTL Chile FTA $SYA Canadian production $PLL US-assets"
X Link 2023-12-08T21:15Z 28K followers, [----] engagements
"7 truths about investing in the ellusive rare earths http://dlvr.it/T0VZbm http://dlvr.it/T0VZbm"
X Link 2023-12-22T22:21Z 28.1K followers, [----] engagements
"Don't forget. Batteries power not only EVs but the countless devices we use daily. And all would not exist without lithium zinc nickel and other metals and minerals. $PMT $FWD #lithium ๐ @theminingstory"
X Link 2024-01-08T20:35Z 28K followers, [----] engagements
"Retweet this if you're (still) bullish on graphite (given most people don't have a clue)"
X Link 2024-02-03T20:55Z 28.1K followers, [----] engagements
"Imagine this: Every year an Escondida-size mine comes to market. I don't see that happening anytime soon. $PERU $BHP $FCX #copper ๐ @theoregongroup"
X Link 2024-02-05T22:55Z 28.2K followers, [----] engagements
"Tricky spot. The average rate of discovery for copper deposits has fallen dramatically in the last decade. A serious expansion in exploration investment is needed. $PERU $HCH $S32 ๐ @SPGCIMetals @synergyrescap"
X Link 2024-03-07T22:55Z 28.2K followers, [----] engagements
"Meanwhile Jeff may have moved on from $GS but this doesn't change: He remains bullish on copper and oil. $PERU $FIL ๐ @markets"
X Link 2024-03-25T14:00Z 28.2K followers, [----] engagements
"Last week's top stories: $TSK $NGD sign ore purchase agreement for 350000t of material from Bralorne $PERU set to begin 3000m drill program $MAX reports high-grade assays inc 2.2% Cu [----] g/t Ag over 5.2m at Cesar ๐ฐ More on @synergyrescap #copper #stocks"
X Link 2024-03-31T22:00Z 28.1K followers, [----] engagements
"@synergyrescap $LRT holds them in their portfolio. $CAV up 50% over the last month ๐"
X Link 2024-04-02T06:04Z 28.2K followers, [--] engagements
"$MS sees: Gold and silver - w/upside due to strong physical demand and falling yields. Aluminium - may find support as a substitute for copper. Battery metals - Among all they prefer nickel. A bit surprising isn't it Here are some of their picks:"
X Link 2024-04-12T22:15Z 28.3K followers, [---] engagements
"Among copper stocks Morgan Stanley sees as: Overweight $TECK target $55 $IVN target $18 Underweight $SCCO they view as expensive $NEXA lingering operational uncertainty (some from me in PS)"
X Link 2024-04-12T22:15Z 28.3K followers, [---] engagements
"BREAKING: Anglo American rejects BHP's $39 billion offer because it significantly undervalues the company per @markets $BHP $AAL #copper"
X Link 2024-04-26T07:20Z 28K followers, [----] engagements
"Back in [----] most refined copper was used in Europe. Things have changed substantially in the last [--] years. $FIL $PERU #copper ๐ @thinkcopper"
X Link 2024-05-06T22:55Z 28.2K followers, [----] engagements
"Here is the reality Existing mines won't be enough for the coming demand. (unless investment EXPANDS substantially) $PERU $BHP $FCX #copper ๐ @CRUGROUP"
X Link 2024-05-20T22:55Z 28.2K followers, [----] engagements
"Hardly surprising. $BNP currently likes gold silver and copper. With copper though they foresee short-term volatility. ๐ @business"
X Link 2024-05-25T06:10Z 28K followers, [----] engagements
"Copper bulls (and bears too): Lucho and I are stoked to be bringing you a special episode tomorrow. We'll talk copper the $BHP $AAL failed (for now) deal and more with David Kelley CEO Chakana Copper $PERU. Join us PS: Dave is not only one of my favourite CEOs to listen to he worked with my dad back in the day at BHP https://www.youtube.com/@synergyrescap https://www.youtube.com/@synergyrescap https://www.youtube.com/@synergyrescap https://www.youtube.com/@synergyrescap"
X Link 2024-06-03T07:55Z 28.2K followers, [----] engagements
"Meanwhile To meet expected demand graphite-related investments may need to exceed $12 billion. Big for this tiny market. $NGC $GPH $LEM $NOU #graphite ๐ @benchmarkmin"
X Link 2024-06-03T22:55Z 28.8K followers, [----] engagements
"It's official Happy to be joining @LancasterResrcs advisory board. Look forward to working with the team led by Penny White and the company's North American lithium projects. $LCR $LANRF https://lancaster-resources.com/lancaster-resources-appoints-paola-rojas-to-advisory-board-bolstering-global-expertise-in-metals-and-energy/ https://lancaster-resources.com/lancaster-resources-appoints-paola-rojas-to-advisory-board-bolstering-global-expertise-in-metals-and-energy/"
X Link 2024-06-05T20:30Z 28.5K followers, [----] engagements
"Hey hey Nickel demand isexpected to rise significantly over the next decade. Wheres your exposure coming from"
X Link 2024-06-18T20:55Z 28.1K followers, [----] engagements
"I called it. $GYG closed up by a taco ๐ฎ @giginator_ i say up by a taco @giginator_ i say up by a taco"
X Link 2024-06-20T09:00Z 28.4K followers, [----] engagements
"Which #commodities are you most bullish on now and for the SHORT term Copper Gold Other (comment) Silver Copper Gold Other (comment) Silver"
X Link 2024-06-21T02:17Z 28.1K followers, [----] engagements
"Hey hey Gold is looking terribly strong these days. Which are your favourite producers and explorers"
X Link 2024-06-30T20:55Z 28.1K followers, [----] engagements
"@KitcoMining Agnico is the 3rd largest gold producer with 106.8t and has a strong mineral reserve base. [--] Moz in reserves plus resources"
X Link 2024-07-19T22:15Z 28K followers, [----] engagements
"Barrick is now the smallest (in market value) 2nd in production but they are not staying put. It produced 126t in [----] and has been pushing hard to expand its gold reserves. Currently have 50% more than Agnico (proven and probable 54Moz vs 77Moz)"
X Link 2024-07-19T22:15Z 28K followers, [----] engagements
"@business In terms of financials: Barrick has substantially less debt than the other [--] peers. Re consensus AISC CIBC sees Agnico at the lowest and Newmont as highest all $1000+ under spot. And here's the side perk of holding gold producers (this is not true for every single one):"
X Link 2024-07-19T22:15Z 28K followers, [----] engagements
"Copper exposure Gold is associated with copper in many deposit types**. So depending on choice it can be considerable. For copper the consensus peer group for Barrick shifts to Freeport and Antofagasta $ANTO . *My thread on $FCX at the end"
X Link 2024-07-19T22:15Z 28K followers, [----] engagements
"From construction to the grid and transport copper underpins progress. (AI is not even considered in here) $COPJ ๐ @Sprott"
X Link 2024-08-01T20:55Z 28.3K followers, [----] engagements
"Copper output will be wild beyond [----] ๐ฎ $FCX $PERU #gold #silver #copper ๐ @mining"
X Link 2024-08-08T20:55Z 28.2K followers, [----] engagements
"Tell me where do you think we should look for copper giants the most I'll wait. $BHP $PERU #copper ๐ @VisualCap"
X Link 2024-08-22T20:55Z 28.2K followers, [----] engagements
"Don't forget Large copper deposits tend to have lower grades banking on size to make it economical. Yet the hunt for grade is real. $PERU $SEND $BHP #copper ๐ @theoregongroup"
X Link 2024-08-29T20:55Z 28.2K followers, [----] engagements
"Mesothermal: - Hosted in faults - 5-10km deep long vertically short strike length - Moderate grade but often high 7-10g/t low tonnage 2-20Mt - Most significant in E Canada W Australia E/W Africa Brazil ๐ $SRN Yidby"
X Link 2024-08-30T20:15Z 28.6K followers, [---] engagements
"High sulphidation: - mainly gold can host silver and copper - can be large such as ๐ $GOLD Veladero $NEM Yanacocha - low grade disseminated mineralisation - likely to be mined as open pit Low sulphidation - mainly gold minor silver - small to moderate in size yet high grade - narrow veins steeply dipping - unless a swarm of veins likely to be an underground mine Intermediate sulphidation - gold near top becomes silver and lead-zinc rich at depth - usually steep veins but may have flat sections - veins can be long and continuous - usually mined from underground with flat sections amenable to"
X Link 2024-08-30T20:15Z 28.2K followers, [---] engagements
"@BarrickGold Intrusion related: - Thin gold-bearing quartz veins - Hosted in sedimentary and igneous rocks - Gold is dominant 0.5-2g/t tonnage from 5-200Mt plus silver and copper - May be considered subset of porphyries (see thread on this ahead) ๐ $PERU Mega Gold"
X Link 2024-08-30T20:15Z 28.2K followers, [---] engagements
"As with so much of our modern technology minerals also enables cloud robotics. From copper in the servers to gold in CPUs and silicon in frames. $COPJ ๐ @MineralsCouncil"
X Link 2024-09-05T20:55Z 28.3K followers, [----] engagements
"For copper the 90s were a party. While investment is rising new resources are few and far between. $COPJ ๐ @SPGCIMetals"
X Link 2024-09-09T20:55Z 28.3K followers, 65.1K engagements
"We'll be speaking at Mines & Money 5@5 on Sep [--]. Hope you can tune in About Mines & Money 5@5 ๐
๐ค @MinesAndMoney @synergyrescap $TOR $AKN $TMS https://minesandmoney.com/imarc/5-at-5 https://minesandmoney.com/imarc/5-at-5"
X Link 2024-09-18T20:01Z 28.1K followers, [----] engagements
"@markets Germany Launches Raw Materials Fund to Strengthen Supply Chains https://www.bloomberg.com/news/articles/2024-09-18/germany-launches-raw-materials-fund-to-strengthen-supply-chains https://www.bloomberg.com/news/articles/2024-09-18/germany-launches-raw-materials-fund-to-strengthen-supply-chains"
X Link 2024-09-20T03:50Z 28.1K followers, [----] engagements
"This copper explorer is ready to rock and roll http://dlvr.it/TDWt5z http://dlvr.it/TDWt5z"
X Link 2024-09-21T21:19Z 28.1K followers, [----] engagements
"@markets PS: You may want to subscribe to read this tasty newsletter issue. Diving deep into drilling program results from $NGEX https://x.com/paola_rojas/status/1837602592677155324 This copper explorer is ready to rock and roll https://t.co/cyp8e2jVib https://x.com/paola_rojas/status/1837602592677155324 This copper explorer is ready to rock and roll https://t.co/cyp8e2jVib"
X Link 2024-09-23T04:29Z 28.1K followers, [----] engagements
"Right on cue $NGEX NGEx Announces Exploration Plan for Lunahuasi Read more: https://t.co/qy5TbE5w0z https://t.co/UEL1TJh68f NGEx Announces Exploration Plan for Lunahuasi Read more: https://t.co/qy5TbE5w0z https://t.co/UEL1TJh68f"
X Link 2024-09-28T04:44Z 28.1K followers, [----] engagements
"Hey hey Copper is the cornerstone of the energy transition. How do you personally play this theme #stocks"
X Link 2024-09-29T20:55Z 28.5K followers, [----] engagements
"tell me again how we'll be mining less $PERU $OCO $BHP #copper ๐ @energy_minute ๐ก More on our blog. Link in bio"
X Link 2024-10-03T20:55Z 28.2K followers, [----] engagements
"Mining companies heavily rely on news releases to market. These documents can be quite complex since they assume readers understand geology in depth. (and most of us are not geologists) Here's how you can analyse drill result announcements for your next investment:"
X Link 2024-10-04T22:15Z 28.1K followers, [----] engagements
"By the way announcements are supposed to be tools to manage reputation and public image so it is quite unfair to expect them to be marketing tools Anyhow I digress. For this example we're using a release from $NGEX regarding their Lunahuasi project"
X Link 2024-10-04T22:15Z 28.1K followers, [---] engagements
"And that's it for today These are the [--] things you must learn from every drill results announcement. If you enjoyed this please retweet the start of the thread. Follow me @paola_rojas for more on mining & metals investing and the energy transition. Mining companies heavily rely on news releases to market. These documents can be quite complex since they assume readers understand geology in depth. (and most of us are not geologists) Here's how you can analyse drill result announcements for your next investment: Mining companies heavily rely on news releases to market. These documents can be"
X Link 2024-10-04T22:16Z 28.1K followers, [----] engagements
"No doubt The West needs more of the 'bunch of #metals' $TECK ๐ @Reuters"
X Link 2024-10-11T04:05Z 28.4K followers, [----] engagements
"We're investing more in copper exploration yet we're discovering fewer deposits. Something has to change. $PERU $SEND ๐ @SPGCIMetals @synergyrescap"
X Link 2024-10-14T20:55Z 28.2K followers, [----] engagements
"Crazy Mines take increasingly longer to build: from less than [--] years to nearly [--] now. Proper permitting is essential but excessive delays can kill the best deposits. $BHP $PERU $SEND $COPJ $ICOP #copper ๐ @SPGCIMetals"
X Link 2024-10-21T20:55Z 28.2K followers, [----] engagements
"Will be meeting with $NILI @SurgeBattery during this upcoming IMARC. TSXV-listed focused on lithium in the US. Got questions for them Comment DM me or @synergyrescap and Ill add to my own. #stocks"
X Link 2024-10-25T16:30Z 28.6K followers, [----] engagements
"Will be meeting with $OCO @OrocoCorp during this upcoming IMARC. TSXV-listed focused on copper in Mexico. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks"
X Link 2024-10-26T20:30Z 28.1K followers, [----] engagements
"Will be meeting with $COB @CobaltBlue_COB during this upcoming IMARC. ASX-listed focused on cobalt in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks"
X Link 2024-10-27T04:30Z 28.1K followers, [----] engagements
"Oroco Resource $OCO (plenty of Qs already) Will be meeting with $OCO @OrocoCorp during this upcoming IMARC. TSXV-listed focused on copper in Mexico. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $OCO @OrocoCorp during this upcoming IMARC. TSXV-listed focused on copper in Mexico. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks"
X Link 2024-10-28T01:01Z 28.6K followers, [---] engagements
"Surge Battery $NILI Will be meeting with $NILI @SurgeBattery during this upcoming IMARC. TSXV-listed focused on lithium in the US. Got questions for them Comment DM me or @synergyrescap and Ill add to my own. #stocks Will be meeting with $NILI @SurgeBattery during this upcoming IMARC. TSXV-listed focused on lithium in the US. Got questions for them Comment DM me or @synergyrescap and Ill add to my own. #stocks"
X Link 2024-10-28T01:01Z 28.6K followers, [---] engagements
"Kingsrose $KRM Will be meeting with $KRM @kingsrose during this upcoming IMARC. ASX-listed focused on copper nickel in Finland and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $KRM @kingsrose during this upcoming IMARC. ASX-listed focused on copper nickel in Finland and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks"
X Link 2024-10-28T01:01Z 27.9K followers, [---] engagements
"Tempest Minerals $TEM Will be meeting with $TEM @tempestminerals during this upcoming IMARC. ASX-listed focused on gold copper lithium in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $TEM @tempestminerals during this upcoming IMARC. ASX-listed focused on gold copper lithium in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks"
X Link 2024-10-28T01:01Z 28.1K followers, [---] engagements
"Cobalt Blue $COB Will be meeting with $COB @CobaltBlue_COB during this upcoming IMARC. ASX-listed focused on cobalt in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $COB @CobaltBlue_COB during this upcoming IMARC. ASX-listed focused on cobalt in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks"
X Link 2024-10-28T01:01Z 28.1K followers, [---] engagements
"Trinex Minerals $TX3 Will be meeting with $TX3 @Trinex_Minerals during this upcoming IMARC. ASX-listed focused on gold in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks Will be meeting with $TX3 @Trinex_Minerals during this upcoming IMARC. ASX-listed focused on gold in Australia and more. Got questions for them Comment DM me or @synergyrescap and I'll add to my own. #stocks"
X Link 2024-10-28T01:01Z 28K followers, [---] engagements
"It was bound to happen. Copper content in EVs is declining. But remember the number of vehicles sold is rising. $SETM $COPJ #mining ๐ @benchmarkmin"
X Link 2024-11-11T18:55Z 28.3K followers, [----] engagements
"Copper is not loving Trump at the moment. Dollar likely to blame but China may be gearing up for a rough ride. Either way weakness here is an opportunity. $FCX $OCO $copper ๐ @bloomberg"
X Link 2024-11-14T20:30Z 28.1K followers, [----] engagements
"Hey hey China Madagascar and Mozambique were the top [--] graphite producers in [----]. Do you have any exposure to the mineral #mining"
X Link 2024-11-17T22:55Z 28.5K followers, [----] engagements
"Do you (or would you) consider investments in companies focused on Africa Yes No (Why not) Show me the answer Yes No (Why not) Show me the answer"
X Link 2024-11-17T23:38Z 28.5K followers, [----] engagements
"@OrocoCorp @synergyrescap Quick update: Had a brilliant chat with $OCO. So good to meet in person after years of video calls. All very promising with catalysts coming I will say more soon. Also they had a super positive reception from the investment community here"
X Link 2024-11-22T01:43Z 28.1K followers, [----] engagements
"BHP & Rio Tinto are the world's largest mining companies. $237 billion in market value* combined. As leaders their outlook is a crucial signal for investors. Here's what they see ahead for copper:"
X Link 2024-11-29T21:15Z 28.9K followers, 88.6K engagements
"They know economically viable copper is hard to find. Major deposits are less common and are being found deeper and deeper. The deeper we go the more expensive mines become and technologically challenging (even if somewhat easier to permit)"
X Link 2024-11-29T21:15Z 28.2K followers, [----] engagements
"Given that BHP expects a global copper deficit of 10MT a decade from now they are investing heavily in growth and M&A. First attempted to snap up $AAL and when that failed joined forces with Lundin $LUN to buy the rest of $FIL (unlikely to be the last) Meanwhile. Done and dusted ๐ $FIL $BHP $LUN Exciting times for copper projects in Argentina. This deal is only the beginning. Done and dusted ๐ $FIL $BHP $LUN Exciting times for copper projects in Argentina. This deal is only the beginning"
X Link 2024-11-29T21:15Z 28.2K followers, [----] engagements
"Rio is growing both production and investment. For example via Nuton (bioleach technologies to unlock copper) in Argentina-focused McEwen Copper $MUX and Aldebaran $ALDE. (side note Rio also snatched Arcadium Lithium for $6.7 billion). But here's the 'copper nugget':"
X Link 2024-11-29T21:15Z 28.5K followers, [----] engagements
"Whoa Copper production from Chile is finally soaring. October was the best month since [----]. But if the jagged trend repeats itself. $BHP $NGEX #copper ๐ @markets"
X Link 2024-12-03T20:30Z 28.1K followers, [----] engagements
"The copper concentrate market has been challenging of late. Past estimates go in line with the forecasted shortfall for the metal over the next decade. $BHP $PERU $COPJ $ICOP $NGEX #copper ๐ @SPGCIMetals"
X Link 2024-12-05T18:55Z 28.3K followers, [----] engagements
"Mines take 16+ years on average to move from discovery to production. But metal and jurisdiction skew for the best (like gold) or worse (Indonesia) $RIO $BHP $FSM ๐ @SPGCIMetals"
X Link 2024-12-09T22:55Z 28.4K followers, [----] engagements
"We're watching Last week's highlights: - Best performers: $QTWO up236% YTD - Stellar drill results: $PMET Patriot Drills31.2 m at 3.35% Li2Oat CV13 including [---] m at 5.37% Li2O Significantly Expanding the High-Grade Vega Zone - Insider transactions: $CXB +$100000"
X Link 2024-12-17T00:05Z 28.1K followers, [----] engagements
"How critical a specific metal/mineral is varies in every continent but one thing is certain. Globally mining is poised to soar. $ALB $VALE $PERU ๐ @BritGeoSurvey"
X Link 2025-01-06T18:55Z 28.2K followers, [----] engagements
"What was your best investment call of [----] (either generally or a specific stock)"
X Link 2025-01-07T06:12Z 28.1K followers, [----] engagements
"Damn. Rio & Glencore said to have been in merger talks. If they went through with it the combined entity may be bigger than BHP (depending on what they spin out to close this mega-mining deal). Let's see whether this has any legs. $RIO $GLEN"
X Link 2025-01-16T23:44Z 28.1K followers, [----] engagements
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