#  @murray45365346 murray murray posts on X about $aee, in the, $gln, $lgo the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1375505625820581901/interactions)  - [--] Week [------] +203% - [--] Month [-------] +3,152% - [--] Months [-------] +4,747% - [--] Year [-------] +21% ### Mentions: [--] [#](/creator/twitter::1375505625820581901/posts_active)  - [--] Month [--] +9.10% - [--] Months [--] +13% - [--] Year [--] -29% ### Followers: [-------] [#](/creator/twitter::1375505625820581901/followers)  - [--] Week [---] +0.38% - [--] Month [---] +2.70% - [--] Months [---] +18% - [--] Year [---] +26% ### CreatorRank: undefined [#](/creator/twitter::1375505625820581901/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [countries](/list/countries) [finance](/list/finance) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) **Social topic influence** [$aee](/topic/$aee) #10, [in the](/topic/in-the), [$gln](/topic/$gln), [$lgo](/topic/$lgo), [$age](/topic/$age), [$emh](/topic/$emh), [slovakia](/topic/slovakia), [pantheon](/topic/pantheon), [market cap](/topic/market-cap), [argentina](/topic/argentina) **Top accounts mentioned or mentioned by** [@sallymayweather](/creator/undefined) [@kaizersauzey](/creator/undefined) [@u308andy](/creator/undefined) [@capitalistexp](/creator/undefined) [@oplaffite](/creator/undefined) [@calvinfroedge](/creator/undefined) [@greenorigininv](/creator/undefined) [@ballsmeep](/creator/undefined) [@valarian11s](/creator/undefined) [@147](/creator/undefined) [@capcentresearch](/creator/undefined) [@mylatinlife](/creator/undefined) [@bowtiedglobe](/creator/undefined) [@joshuaglaze2](/creator/undefined) [@basicnetcrypto](/creator/undefined) [@edark94](/creator/undefined) [@flightuseful](/creator/undefined) [@preempt1](/creator/undefined) [@r5zm2](/creator/undefined) [@bullreturns](/creator/undefined) **Top assets mentioned** [Ameren, Corp. (AEE)](/topic/$aee) [Eastman Chemical Company (EMN)](/topic/$emn) [aura (AURA)](/topic/$aura) [Creso (CRE)](/topic/$cre) [Bitcoin (BTC)](/topic/bitcoin) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Foot Locker, Inc. (FL)](/topic/$fl) [Alliance Fan Token (ALL)](/topic/$all) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [Manulife Financial Corp. (MFC)](/topic/manulife) [CargoX (CXO)](/topic/$cxo) [Alien Base (ALB)](/topic/$alb) [Pulsechain (PLS)](/topic/$pls) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Peabody Energy Corporation (BTU)](/topic/$btu) ### Top Social Posts Top posts by engagements in the last [--] hours "@capitalistexp Waiting for them REITs bargains coming" [X Link](https://x.com/murray45365346/status/1698337818118947003) 2023-09-03T14:11Z [--] followers, [--] engagements "@CapcentResearch Aura Energy as well published a scoping study (PEA) today" [X Link](https://x.com/murray45365346/status/1699025801046372365) 2023-09-05T11:44Z [--] followers, [--] engagements "@MyLatinLife @BowTiedGlobe In case you invest in shares you might want to become a tax resident in Slovakia. If you hold them for at least [--] year the gains are not taxed nor any contributions apply you pay nada. Shortest threshold in Europe I believe" [X Link](https://x.com/murray45365346/status/1700412912286765448) 2023-09-09T07:36Z [--] followers, [--] engagements "@joshua_glaze2 @SallyMayweather *if our leaders and law makers didnt exist. fixed it" [X Link](https://x.com/murray45365346/status/1729366224625119634) 2023-11-28T05:06Z [--] followers, [--] engagements "$BTOU $BTOU.SI Restructuring and Recapitalization plan of Manulife US REIT to be voted on Extraordinary General Meeting on 14.12.2023. Key highlights:" [X Link](https://x.com/murray45365346/status/1730281447213215880) 2023-11-30T17:43Z [--] followers, [--] engagements "1. Divestment of Park PlaceArizona for $98m USD [--]. Receive an unsecured Sponsor-Lender loan of 137m USD (7.25% p.a. quarterly payments 21.16% exit premium upon maturity) [--]. Disposition mandate from unitholders to raise at least 328.7m USD by June 2025" [X Link](https://x.com/murray45365346/status/1730281452942594361) 2023-11-30T17:43Z [--] followers, [--] engagements "Upon completion of Restructuring and based on financial information as at [--] June [----] DPU are expected to fall to [----] USD (half year) [----] (annualized)" [X Link](https://x.com/murray45365346/status/1730281455593324940) 2023-11-30T17:43Z [--] followers, [--] engagements "Aggregate leverage 50%" [X Link](https://x.com/murray45365346/status/1730281461654093928) 2023-11-30T17:43Z [--] followers, [--] engagements "All maturies extended by [--] year no maturities in [----]. Distributions halted until end of [----]. Should the vote be successful and factoring in further erosion of NAV into [----] (500mUSD) the stock will start to be interesting 2.5c nearing pro-forma 100% dividend yield" [X Link](https://x.com/murray45365346/status/1730281464577622509) 2023-11-30T17:43Z [--] followers, [--] engagements "He spent [--] years as part of the team establishing the King Abdullah Petroleum Studies and Research Center (KAPSARC) in Riyadh Saudi Arabia. David Hobbs has been buying shares in [----] the last time being in November [----] contributing 250k USD to a private placement" [X Link](https://x.com/murray45365346/status/1730959397331828964) 2023-12-02T14:37Z [--] followers, [--] engagements "The Catalyst: [--]. securing funding of the development via Vendor financing Offtake financing and Reserves based lending to minimize dilution [--]. potential joint venture [--]. buyout bid" [X Link](https://x.com/murray45365346/status/1730959400846712912) 2023-12-02T14:37Z [--] followers, [--] engagements "6 Non-disclosure Agreements (NDAs) signed already to access PANRs data room to conduct Due Diligence" [X Link](https://x.com/murray45365346/status/1730959404118237512) 2023-12-02T14:37Z [--] followers, [--] engagements ""answer is that uh when you've got a share that is currently trading at $300 million mostly on the basis of people's skepticism about the ability to finance development without significant dilution you may wake up one morning and find that that assumption is no no longer valid" [X Link](https://x.com/murray45365346/status/1730959407033229588) 2023-12-02T14:37Z [--] followers, [--] engagements "This was inevitable to happen years ago. Where is the uranium going to come from Not gonna triple the supply under 100usd/pound. Should be a fun [----]. Remember there is 2B pounds of supply ready in Sweden currently banned will that change #uranium $AEE $AURA COP28 It is official these countries have officially pledged to TRIPLE nuclear energy by [----]. An historic day as nuclear energy is finally being recognized to achieve global net zero greenhouse gas emission. Romania Finland Czech Republic Slovakia https://t.co/TEYol3lFNR COP28 It is official these countries have officially pledged to" [X Link](https://x.com/roundtripCapMan/status/1731218765017239749) 2023-12-03T07:48Z [---] followers, [---] engagements "ASX #uranium investors every Sunday night $AEE $AGE GM https://t.co/CQzL6MtWod GM https://t.co/CQzL6MtWod" [X Link](https://x.com/roundtripCapMan/status/1732004910265184520) 2023-12-05T11:52Z [---] followers, [---] engagements "@BasicnetCrypto 2022: buy energy sell tech 2023: sell energy buy tech 2024: buy energy sell tech" [X Link](https://x.com/murray45365346/status/1734498666532999451) 2023-12-12T09:01Z [--] followers, [--] engagements "".and protecting the development schedules for Ahpun and Kodiak by covering the full fields to be included in our requests for development consents from the State of Alaska. Our focus remains on the development of Ahpun with FID planned by the end of 2025." (Bob Rosenthal)" [X Link](https://x.com/murray45365346/status/1735218116676759958) 2023-12-14T08:40Z [--] followers, [--] engagements "".The soon to be publicly released proprietary 3D seismic data risked opening the area up to competitors before the next lease sale and Pantheon therefore chose to act this year." (Justin Hondris)" [X Link](https://x.com/murray45365346/status/1735218118551654443) 2023-12-14T08:40Z [--] followers, [--] engagements "@Edark94 Dont want you to get burned but also want to buy at [--] bucks earliest. Remember that the container market is going to be flooded with ships and this rally is only held by of the Suez situation so its very dependent on it. Could make a fortune but also go to a poorhouse with lev" [X Link](https://x.com/murray45365346/status/1737424129442173436) 2023-12-20T10:46Z [--] followers, [--] engagements "$PANR Pantheon resouces wishing happy holidays to their shareholders up 18% today 35% this week. #oott H/t @Flight_Useful for the video To put a perspective to the leases just acquired taking the lower bound of managements goal to achieve 5-10 USD/barel new leases add [---] (Best Estimate) or [---] (High Estimate) BILLION $ of value. Current market cap [---] Million USD 20x JUST from the addiotional acres. https://t.co/Viv9zOHaLz To put a perspective to the leases just acquired taking the lower bound of managements goal to achieve 5-10 USD/barel new leases add [---] (Best Estimate) or [---] (High" [X Link](https://x.com/murray45365346/status/1737488608318087670) 2023-12-20T15:02Z [--] followers, [---] engagements "Pre-preduction #uranium play $AEE $AURA with $90M capex to first production potentialy scaling to 3-5 Mlbs/year after total of $180M capex [--] years out getting Swedish #Haggan project with 800Mlbs uranium for free $AEE has previously completed 19000m of drilling at #Tiris to confirm the current JORC resource and now plans a further 15500m drill program. ๐ฎ With the 13000km2 of new exploration tenements Aura is moving to develop a major new #uranium province in Mauritania. ๐๐๐๐ https://t.co/VB3XUKTyjO $AEE has previously completed 19000m of drilling at #Tiris to confirm the current JORC" [X Link](https://x.com/roundtripCapMan/status/1743190921473126455) 2024-01-05T08:41Z [---] followers, [---] engagements "$BTOU announcing further NAV decrease by $123M. Will the CRE find a bottom in H1 [----] #REIT #realestateinvesting #commercialrealestate $BTOU $BTOU.SI Restructuring and Recapitalization plan of Manulife US REIT to be voted on Extraordinary General Meeting on 14.12.2023. Key highlights: $BTOU $BTOU.SI Restructuring and Recapitalization plan of Manulife US REIT to be voted on Extraordinary General Meeting on 14.12.2023. Key highlights:" [X Link](https://x.com/murray45365346/status/1743210797499580791) 2024-01-05T10:00Z [--] followers, [--] engagements "Will the #BTC Bitcoin ETF $IBIT mark the TOP for the overall US equity market in H1 [----] $IBIT has already traded $2m worth of shares traded. That would be a great first FULL day for a normal ETF let alone at 6am bf mkt BUT. this volume is likely BlackRock orchestrated slowly loading in the BYOA $ it had lined up. Still tho good early sign of big day. https://t.co/IV19iHfqYB $IBIT has already traded $2m worth of shares traded. That would be a great first FULL day for a normal ETF let alone at 6am bf mkt BUT. this volume is likely BlackRock orchestrated slowly loading in the BYOA $ it had" [X Link](https://x.com/murray45365346/status/1745429427956113429) 2024-01-11T12:56Z [--] followers, [---] engagements "$OPI Office Properties Income Trust cuts dividend to USD [----] quarterly. Stock down -34%. IMHO more REITs to follow soon get your wallets ready. #realestateinvesting" [X Link](https://x.com/murray45365346/status/1745456837720518819) 2024-01-11T14:45Z [--] followers, [---] engagements "Lets just jump in 5-10 increments and get it over with. $AEE $AGE #uranium Holy Cow๐๐๐คฏ Today's Daily Spot #Uranium price just reported by #Nuclear fuel price reporters UxC has soared nearly [--] bucks to $95.90/lb #U3O8 which is a price not seen since [--] August 2007๐ฆ with no sign indicating that the U-Train is stopping here.๐๐ค ๐ #RideTheWave ๐๐ Holy Cow๐๐๐คฏ Today's Daily Spot #Uranium price just reported by #Nuclear fuel price reporters UxC has soared nearly [--] bucks to $95.90/lb #U3O8 which is a price not seen since [--] August 2007๐ฆ with no sign indicating that the U-Train is stopping" [X Link](https://x.com/roundtripCapMan/status/1745546036267872407) 2024-01-11T20:39Z [---] followers, [---] engagements "#uranium hola at a [---] dolla Now this needs to be sustained to get the ready projects financed. $AEE just $90mil capex to first production another $90 later on to scale up. Seems to be the hidden gem looking at the market cap" [X Link](https://x.com/roundtripCapMan/status/1745707546298437975) 2024-01-12T07:21Z [---] followers, [---] engagements "@preempt1 Do you have some more info AEE really seems like a coiled spring held back really hard. Trading like U is in the 30s still" [X Link](https://x.com/murray45365346/status/1746799915890602049) 2024-01-15T07:42Z [--] followers, [---] engagements "While everyone is cheering on #uranium final stages of the bull market (#metoo) I am in the process of preparing a #lithium miners overview and valuation which I will post later on. Anyone has any favourite picks" [X Link](https://x.com/murray45365346/status/1747626649095467269) 2024-01-17T14:27Z [--] followers, [---] engagements "Atlantic Lithium Limited $ALL.L $A11.AX $ALLIF first look overview. Atlantic has currently [--] projects listed: [--]. EWOYAA GHANA - flagship hard rock project [--]. CTE D'IVOIRE - exploration" [X Link](https://x.com/roundtripCapMan/status/1748737787677880457) 2024-01-20T16:02Z [---] followers, [---] engagements "I will focus on the Ewoyaa. Stage: DFS Mining license granted Development commencing. Located in mining friendly Ghana which is the leading mineral producer in Africa with all the required infrastructure and right at the shore" [X Link](https://x.com/anyuser/status/1748737790890668334) 2024-01-20T16:02Z [--] followers, [--] engagements "Project sports a Post-tax NPV8 of US $1.3b assuming lithium concentrate price of $1587 US/t over the Life of Mine (LOM) and AISC of $675 US/t. See table from Mining license granted in October 2023" [X Link](https://x.com/murray45365346/status/1748737797253460413) 2024-01-20T16:02Z [--] followers, [--] engagements "How much to build the mine Not so much cash. Capex = US $185M BUT US $70m will be provided by Piedmont Lithium Inc for earn in 50% of the project and 50% off take of SC6 AND 50% of the remaining CAPEX. US $39m provided by Minerals Income Investment Fund of Ghana" [X Link](https://x.com/murray45365346/status/1748737800613072991) 2024-01-20T16:02Z [--] followers, [--] engagements "This is a first look overview. If there is something I can add in the future let me know. Also treat this as a starting point of your own DD. No position (yet)" [X Link](https://x.com/murray45365346/status/1748737825741111431) 2024-01-20T16:02Z [--] followers, [--] engagements "Woke up rotated all my $AGE position into $AEE (explorer in Australia valued 2x a DFS pre production project in Mauritania Really). Back to sleep" [X Link](https://x.com/roundtripCapMan/status/1749652055176741090) 2024-01-23T04:35Z [---] followers, [----] engagements "@R5Zm2 @BULLReturns @pmzw75 Interesting fact the longest train in the world (2.5-3 km long) transports iron ore from the mines deep in the desert of Mauritania to the port in the coastal town. No idea how that would be unloaded on a ship without a proper (at least for this region) port facilities" [X Link](https://x.com/murray45365346/status/1749719511664632059) 2024-01-23T09:03Z [--] followers, [--] engagements "@KaizerSauzey Seems to me $AGE will be releasing updates of resource estimates while $AEE will be realising actual pounds this cycle" [X Link](https://x.com/roundtripCapMan/status/1749764216192467044) 2024-01-23T12:01Z [---] followers, [---] engagements "@KaizerSauzey I dont disagree but Tiris will be in production sooner cashflowing and getting valued based on that CF. I like that $AGE is cashed up so they are in the good place but man 2x MC compared to $AEE really" [X Link](https://x.com/roundtripCapMan/status/1749847585278279917) 2024-01-23T17:32Z [---] followers, [---] engagements "HMW AISC in the US$ 7000s. I was not able to find the exact number Pls comment if you know" [X Link](https://x.com/murray45365346/status/1750915684387741824) 2024-01-26T16:16Z [--] followers, [--] engagements "Cash Flow and discount to NPV using OPEX number provided by Galan = US$ 3510/t LCE and price of Lithium chloride of US$ 20000/t" [X Link](https://x.com/murray45365346/status/1750915686975651988) 2024-01-26T16:16Z [--] followers, [--] engagements "Cash Flow and discount to NPV using AISC US$ 7000/t LCE and price of Lithium chloride of US$ 20000/t" [X Link](https://x.com/murray45365346/status/1750915689664205293) 2024-01-26T16:16Z [--] followers, [--] engagements "A thread to keep the overview of #lithium companies for the coming bull market" [X Link](https://x.com/murray45365346/status/1750978160185733509) 2024-01-26T20:24Z [--] followers, [---] engagements "The path forward from the latest presentation" [X Link](https://x.com/murray45365346/status/1753396714344489053) 2024-02-02T12:35Z [--] followers, [--] engagements "Pros: Low OPEX [----] production target Good infrastructure Cons: low grade 105ml/L high admin spend (based on annual report) not bad in the latest cash flow report no battery grade = discount to pricing" [X Link](https://x.com/murray45365346/status/1753396717179867313) 2024-02-02T12:35Z [--] followers, [--] engagements "Argosy Minerals $AGY.AX $ARYMF #lithium #mining Australian based Argosy Minerals owns [--] lithium projects. RINCON (Argentina) TONOPAH (Nevada)" [X Link](https://x.com/roundtripCapMan/status/1754859400160809434) 2024-02-06T13:27Z [---] followers, [---] engagements "ROSE (QUEBEC) Type: Hard rock Stage: FS Ownership: 100% Resource: 32.95Mt@0.92% Li2O = [----] Mt LCE Mineral Resouce Costs: OPEX US$ 587/t with tantaline credits Capacity: [---] ktpa SC6 &SC5.5 blend" [X Link](https://x.com/murray45365346/status/1755253737461825876) 2024-02-07T15:34Z [--] followers, [--] engagements "Lithium South Development Corporation $LIS.V $LISMF Canadian listed lithium junior miner with project Hombre Muerto North in Salta province Argentina" [X Link](https://x.com/roundtripCapMan/status/1755616080746229899) 2024-02-08T15:34Z [---] followers, [---] engagements "Valuation based on [----] PEA. Will change with the coming Feasibility Study in 2024" [X Link](https://x.com/roundtripCapMan/status/1755616094096887993) 2024-02-08T15:34Z [---] followers, [--] engagements "NOTES High-grade Neighbour of Galan Lithium $GLN and POSCO $PKX High M&A activity around the salar Full FS underway" [X Link](https://x.com/roundtripCapMan/status/1755616097544655196) 2024-02-08T15:34Z [---] followers, [---] engagements "Is #lithium market turning or is this shorts taking profit and reloading for further downside $LKE $SYA $CXO $ALB $PLS $LAC $GL Stabilizing and UP Reload'em shorts and DOWN Stabilizing and UP Reload'em shorts and DOWN" [X Link](https://x.com/roundtripCapMan/status/1758433329899036938) 2024-02-16T10:09Z [---] followers, [---] engagements "The long awaited #lithium comparison of the projects I looked at in my pinned post. Still work in progress. Any favorites to add Preferably PFS/DFS stage with a large sh price drop. $ALL.L $SYA.AX $GLN.AX $AZL.AX $AGY.AX $CRE.V $LIS.V $KOD.L $LKE $FL.V" [X Link](https://x.com/murray45365346/status/1760597431261991064) 2024-02-22T09:28Z [--] followers, [---] engagements "IRR will be added" [X Link](https://x.com/murray45365346/status/1760597511327068188) 2024-02-22T09:28Z [--] followers, [--] engagements "Good on those being long $NVDA but Jesus Christ is this going to hurt a lot of Johny-come-latelys once the growth slows down" [X Link](https://x.com/murray45365346/status/1760943780809564451) 2024-02-23T08:24Z [--] followers, [--] engagements "From a forgotten Mauritanian near miner to potentially one of the top U deposits in the world. For less than US100M cap. Woke up rotated all my $AGE position into $AEE (explorer in Australia valued 2x a DFS pre production project in Mauritania Really). Back to sleep https://t.co/awn5rlicGR Woke up rotated all my $AGE position into $AEE (explorer in Australia valued 2x a DFS pre production project in Mauritania Really). Back to sleep https://t.co/awn5rlicGR" [X Link](https://x.com/roundtripCapMan/status/1762179133595914683) 2024-02-26T18:13Z [---] followers, [---] engagements "@BulletproofInv2 It entered a bull market a while ago some miners up 10x" [X Link](https://x.com/murray45365346/status/1762809438073749851) 2024-02-28T11:58Z [--] followers, [--] engagements "VALUATION assumptions US$15000/t LCE 90% ownership" [X Link](https://x.com/roundtripCapMan/status/1763501597831634994) 2024-03-01T09:48Z [---] followers, [--] engagements "Any tips for a *RoundTripped* Commercial Real Estate #Reit #CRE down a lot trading around 10% of NAV #commercialrealestate #RealEstate" [X Link](https://x.com/roundtripCapMan/status/1765369105782038758) 2024-03-06T13:29Z [--] followers, [---] engagements "@oplaffite I take the reported NAVs as Assets-Liabilities in the case of REITs. Care to share yours" [X Link](https://x.com/roundtripCapMan/status/1765440947767083339) 2024-03-06T18:14Z [--] followers, [--] engagements "@oplaffite Once the dust settles they will be higher again. For now I am waiting for some banks holding the loans to drop and we might get lower lows on reits together with refinancing at higher rates. Peak pessimism is what I am hoping for to go in heavy" [X Link](https://x.com/roundtripCapMan/status/1765474630473560145) 2024-03-06T20:28Z [--] followers, [--] engagements "$PANR Pantheon resources up 9% on good volume. Netherland Sewell & Associatess independent assessment of recoverable resources at the Ahpun field + financing news any day now. #oott" [X Link](https://x.com/roundtripCapMan/status/1767955595410255886) 2024-03-13T16:47Z [--] followers, [---] engagements "Will we get a good entry point into the REITs soon Another $900 million heads to money heaven. See why they have to print The entire asset structure of the US is a Potemkin village. All the marked prices are wrong. Another $900 million heads to money heaven. See why they have to print The entire asset structure of the US is a Potemkin village. All the marked prices are wrong" [X Link](https://x.com/roundtripCapMan/status/1771519728525148632) 2024-03-23T12:49Z [---] followers, [---] engagements "Lot of people about to find out what VPN TOR browser and opsec mean when the dying governments kick around in the coming years. I'm Simon a foreigner living in Brazil. I moved here when I lost my job and bank accounts in Europe after speaking out about the restrictive COVID measures in the Netherlands. Now I reside in the middle of the jungle off-grid building my own little paradise while staying https://t.co/FJzOwC1xoA I'm Simon a foreigner living in Brazil. I moved here when I lost my job and bank accounts in Europe after speaking out about the restrictive COVID measures in the Netherlands." [X Link](https://x.com/roundtripCapMan/status/1777742370198438204) 2024-04-09T16:56Z [---] followers, [--] engagements "Work towards financing the Tiris #uranium project is progressing. Aura very likely will be producing this cycle. Ahead of some multi-billion dollar companies doing an interview a week. $AEE $AURA.L" [X Link](https://x.com/roundtripCapMan/status/1780195220291797399) 2024-04-16T11:23Z [---] followers, [---] engagements "Is Aura Energy $AEE $AURA with its Haggan project located in Sweden which is about to discuss tomorrow how to remove the #uranium mining ban one of the most overlooked U miners" [X Link](https://x.com/roundtripCapMan/status/1790335246182781154) 2024-05-14T10:56Z [---] followers, [----] engagements "Is this the last day $AEE shareholders hammer the price above 18c to exercise the option to add at [--] cents 23rd May I believe. Lets see if we hop over the [--] hurdle finally. About fken time" [X Link](https://x.com/roundtripCapMan/status/1793598025618825246) 2024-05-23T11:01Z [---] followers, [---] engagements "I am looking at you $AEE $AURA.L Report: District Metals [----] billion pounds of uranium are awaiting the moratorium lift #DistrictMetals #DMX #Sweden #Tomtebo #Uranium $DMX $DMX.V @district_metals https://t.co/EHwlQqC992 Report: District Metals [----] billion pounds of uranium are awaiting the moratorium lift #DistrictMetals #DMX #Sweden #Tomtebo #Uranium $DMX $DMX.V @district_metals https://t.co/EHwlQqC992" [X Link](https://x.com/roundtripCapMan/status/1796183416804700377) 2024-05-30T14:14Z [---] followers, [---] engagements "@AxelWrightAxel @SerbiaBased Its one part of Bosnia and Herzegovina there are [--] parts to the country" [X Link](https://x.com/roundtripCapMan/status/1798970468675862975) 2024-06-07T06:49Z [---] followers, [---] engagements "$PANR $PTHRF bond payment out the way. Long term financing - gas sale agreement with AGDC Short term financing - possibly listing in the US on a major exchang Short term fin needs - Enviromental study hot tap to TAPS Megrez well drill" [X Link](https://x.com/roundtripCapMan/status/1801518743387767091) 2024-06-14T07:35Z [---] followers, [---] engagements "@WatchmanPrivacy Ive always had a feeling proton was a honeypot. Theres no reason to need to know who you are" [X Link](https://x.com/roundtripCapMan/status/1804247347263676562) 2024-06-21T20:17Z [--] followers, [---] engagements "@calvinfroedge Imagine what No Such Agency must have with people uploading their contacts to every social media app" [X Link](https://x.com/roundtripCapMan/status/1805466482316284005) 2024-06-25T05:02Z [--] followers, [--] engagements "@ProtonVPN @Android Dont see this on the fdroid version is the update coming" [X Link](https://x.com/roundtripCapMan/status/1806054718185337106) 2024-06-26T19:59Z [--] followers, [--] engagements "Now that is a rug pull on all the crypto people that got lured into the UAE. NEW: The UAE Central Bank has banned the use of cryptocurrencies for payments says UAE crypto lawyer Irina Heaver. According to Heaver there are new regulations saying that no person can accept crypto for goods or services unless it's a licensed Dirham payment token. https://t.co/fCzFDqEdgB NEW: The UAE Central Bank has banned the use of cryptocurrencies for payments says UAE crypto lawyer Irina Heaver. According to Heaver there are new regulations saying that no person can accept crypto for goods or services unless" [X Link](https://x.com/roundtripCapMan/status/1806065729202188769) 2024-06-26T20:43Z [--] followers, [---] engagements "#lithium watchlist updated Added European Metals Holding Lithium Americas Lithium Americas (Argentina) Also added price assumption for NPV $ALL $SYA $GLN $AZL $AGY $CRE $LIS $KOD $LKE $FL $GT1 $AMLI $LCE $LTH $EMH $LAC $LAAC" [X Link](https://x.com/roundtripCapMan/status/1811033319590502827) 2024-07-10T13:42Z [---] followers, 14.8K engagements "$AEE Seems like a big deal. #Uranium moratorium def to be lifted I think. $DMX.V $MAW.v Seems like a big deal. #Uranium moratorium def to be lifted I think. $DMX.V $MAW.v" [X Link](https://x.com/roundtripCapMan/status/1818746063211446610) 2024-07-31T20:30Z [---] followers, [---] engagements "Topped up some Aura Energy $AEE last night at A$0.13" [X Link](https://x.com/roundtripCapMan/status/1820772247247704558) 2024-08-06T10:41Z [---] followers, [---] engagements "600mmbl right next to the Trans Alaska Pipeline System easy access via gravel pads year round. To be drilled and completed like the multi-billion dollar projects to the north-west Willow Pikka. [-----] GBp/share [-----] MGBP market cap $PANR $PANR $PTHRF #PANR #PTHRF #Alaska #oilandgas Pantheon Resources Plc BR Business News: Bob Rosenthal Technical Director of Pantheon Resources gives an update on the $29 million fundraiser the company has just completed and what they have planned for it. https://t.co/wfgRAVINpa $PANR $PTHRF #PANR #PTHRF #Alaska #oilandgas Pantheon Resources Plc BR Business" [X Link](https://x.com/roundtripCapMan/status/1820881563556704274) 2024-08-06T17:56Z [---] followers, [---] engagements "I did not see such stuff at US$16k/BTC Should a [--] year old go all in on Bitcoin Should a [--] year old go all in on Bitcoin" [X Link](https://x.com/roundtripCapMan/status/1820909139259777295) 2024-08-06T19:45Z [---] followers, [---] engagements "$AEE $AURA Final Investment Decision targeted for Q1 [----] Debt&Asset level financing being explored with development funding strategy being announced soon by the end of Q3 of this year $AEE Aura Energy's Tiris Uranium Project gains $22 million NPV boost https://t.co/4E997MlXSv @aee_auraenergy $AURA #AEE #AURA #ASX #ASXNews $AEE Aura Energy's Tiris Uranium Project gains $22 million NPV boost https://t.co/4E997MlXSv @aee_auraenergy $AURA #AEE #AURA #ASX #ASXNews" [X Link](https://x.com/roundtripCapMan/status/1823963893141528670) 2024-08-15T06:04Z [---] followers, [---] engagements "Lithium supply came on with high prices which will be the case also for uranium in due course. We can talk when not if that will happen. Where did all the comparisons between #uranium and #lithium prices go The spot price of uranium has proven to be remarkably resilient (while the term price is only going up) and sorry to break it to those who banked on this price comparison but uranium is not going to collapse https://t.co/ehJAiRxvzg Where did all the comparisons between #uranium and #lithium prices go The spot price of uranium has proven to be remarkably resilient (while the term price is" [X Link](https://x.com/roundtripCapMan/status/1824060622645944402) 2024-08-15T12:28Z [---] followers, [---] engagements "@Swedish_uranium For that kind of return this not early in the cycle probably something in banned jurisdictions like Western Australia/Sweden/other and playing the move to allow mining of U" [X Link](https://x.com/roundtripCapMan/status/1828721848990786000) 2024-08-28T09:10Z [---] followers, [----] engagements "@meglio @jack Does not ask for email and you can pay with monero. Also set up your account using tor. Can not get more private than that" [X Link](https://x.com/roundtripCapMan/status/1830530363417850258) 2024-09-02T08:57Z [---] followers, [--] engagements "@SallyMayweather 2nd also US government when Ukraine detained @GonzaloLira1968" [X Link](https://x.com/roundtripCapMan/status/1832516683879063754) 2024-09-07T20:29Z [---] followers, [--] engagements "@U308Andy @elonmusk a futuristic looking device to raise a lot of investors money never to deliver" [X Link](https://x.com/roundtripCapMan/status/1845067528256491719) 2024-10-12T11:42Z [---] followers, [--] engagements "Got some $OCO.V Oroco Resouce. Copper junior PEA stage Santo Tomas project in Mexico. Mcap: US62M NPV: US1480M IRR: 22.2% (28% at US4.5/lb Cu) Capex: US1100M Grade: 0.33%Cu (0.51% first [--] years of mine operation) What are some other good ways to play #copper cycle" [X Link](https://x.com/roundtripCapMan/status/1847285756307427745) 2024-10-18T14:36Z [---] followers, [---] engagements "@1Ronin_Jedi @SallyMayweather No he said the core developers who decided that small blocks and high fees are better because we dont need peer to peer nor electronic cash were acting like a government wanted them to" [X Link](https://x.com/roundtripCapMan/status/1847941192001925364) 2024-10-20T10:01Z [---] followers, [--] engagements "List of #lithium miners updated for the latest cash position numbers and market caps. Prices used for CF calcs SC US$1500 LCE US$15000 $ALL $SYA $GLN $AZL $AGY $CRE $LIS $LKE $FL $GT1 $AMLI $LCE $LTH $EMH $LAC $LAAC $WR1" [X Link](https://x.com/roundtripCapMan/status/1852026480580026779) 2024-10-31T16:34Z [---] followers, [----] engagements "$AEE quietly working towards actual production of #uranium @U308Andy https://t.co/2hWhR2NyXg Potential JV partners completing DD now with expectations of term sheet for JV or complete acquisition in the next month or two. Probably Orano given management connections @U308Andy https://t.co/2hWhR2NyXg Potential JV partners completing DD now with expectations of term sheet for JV or complete acquisition in the next month or two. Probably Orano given management connections" [X Link](https://x.com/roundtripCapMan/status/1861000053764080073) 2024-11-25T10:52Z [---] followers, [---] engagements "$AEE "The ban on #uranium mining will be removed. It will be possible to extract uranium in Sweden. There is no reason for a ban" said Minister for Climate & Environment's State Secretary Daniel Westln at Svemins Autumn Summit last week. Read the article: https://t.co/JewmILz1iO "The ban on #uranium mining will be removed. It will be possible to extract uranium in Sweden. There is no reason for a ban" said Minister for Climate & Environment's State Secretary Daniel Westln at Svemins Autumn Summit last week. Read the article: https://t.co/JewmILz1iO" [X Link](https://x.com/roundtripCapMan/status/1861091286482063380) 2024-11-25T16:55Z [---] followers, [---] engagements "Exciting months ahead for Aura Energy $AEE $AURA. Still flying under the radar of most investors chasing North American story tellers. https://stockhead.com.au/resources/kristie-batten-pivotal-weeks-ahead-for-uranium-hopeful-aura-energy/ https://stockhead.com.au/resources/kristie-batten-pivotal-weeks-ahead-for-uranium-hopeful-aura-energy/" [X Link](https://x.com/roundtripCapMan/status/1864259688008765708) 2024-12-04T10:45Z [---] followers, [---] engagements "Entered first tranche in Global Atomic $GLO Greenfield #uranium project in development. Market cap US 165M NPV US 917M at US75/lb U3O8 (US 1269M at 90/lb U3O8) IRR 57% (74.8% at 90/lb) AISC US 35.70/lb U3O8 Capex US 300M being negotiated atm" [X Link](https://x.com/roundtripCapMan/status/1866868834285621352) 2024-12-11T15:33Z [---] followers, [----] engagements "3Mlbspa 2Mlbspa $AEE $AURA #uranium" [X Link](https://x.com/roundtripCapMan/status/1867558778679570768) 2024-12-13T13:14Z [---] followers, [---] engagements "@HugoVale_ @disclosetv well its not Russia who blew up the pipeline so they even took the cornering well in Moscow for the sake of trade. Europes biggest mistake is being a US vassal" [X Link](https://x.com/roundtripCapMan/status/1869777612702417150) 2024-12-19T16:11Z [---] followers, [--] engagements "@variance_swap They saw no point in buying with conversion and enrichment choke points Must be at least another point on the list (a big one imho)" [X Link](https://x.com/roundtripCapMan/status/1870933913247547484) 2024-12-22T20:46Z [---] followers, [---] engagements "The Impossible is again one step closer. $AEE $Aura #Sweden #uranium" [X Link](https://x.com/roundtripCapMan/status/1871121578077077519) 2024-12-23T09:12Z [---] followers, [---] engagements "Glenfarne developer of Alaska LNG pipeline targeting FID in Q4 [----] announces $115B USD strategic partner interest. Preffered supplier of gas for the pipeline for Alaska intrastate needs is $PANR Patheon resources. Glenfarne Announces Over $115 Billion of Strategic Partner Interest for Alaska LNG - https://t.co/vmYKZOjPIp Glenfarne Announces Over $115 Billion of Strategic Partner Interest for Alaska LNG - https://t.co/vmYKZOjPIp" [X Link](https://x.com/roundtripCapMan/status/1930004755767799937) 2025-06-03T20:52Z [---] followers, [----] engagements "@U308Andy Its approaching $AEE with its market cap. Either this is expensive or AEE is cheap" [X Link](https://x.com/roundtripCapMan/status/1932102084595450024) 2025-06-09T15:46Z [---] followers, [---] engagements "Current #uranium portfolio: $AEE Aura Energy $BSK BlueSky Uranium $CXU Cauldron Energy $FSY Forsys Metals $GLO Global Atomic $WUC Western Uranium & Vanadium" [X Link](https://x.com/roundtripCapMan/status/2011882275013869574) 2026-01-15T19:24Z [---] followers, [---] engagements "Started reviewing #copper juniors below is the overview of ones I looked at so far. What are some other copper #Miners Ideally PFS/FS stage. $OCO $QML $WCU $MARI $HCH $ASCU $LA $FDY $ATCU" [X Link](https://x.com/roundtripCapMan/status/1849422151679459702) 2024-10-24T12:06Z [---] followers, [----] engagements "#lithium portfolio: $CRE Critical Elements Lithium avg.px: [---] $EMH European Metals Hold avg.px: 9p $GLN Galan Lithium avg.px: [----] $GT1 Green Technogy Metals avg.px: [-----] $LI American Lithium avg.px: [----] $SGML Sigma Lithium avg.px: [----] $WR1 Winsome Resources avg.px: 0.146" [X Link](https://x.com/roundtripCapMan/status/2012176232452870312) 2026-01-16T14:52Z [---] followers, [---] engagements "Entered $FSY Forsys Metals. New addition to the #uranium portfolio" [X Link](https://x.com/roundtripCapMan/status/2006024053807558777) 2025-12-30T15:26Z [---] followers, [---] engagements "$AEE $AURA.L Aura Energy Listing #Swedish #uranium project Haggan separately in Canada retaining 78.7% ownership. Finally some value unlock for the company" [X Link](https://x.com/anyuser/status/2014458398905901138) 2026-01-22T22:01Z [---] followers, [---] engagements "NOTES Well known neighbors at Olaroz salar (Allkem Lithium Argentina) Fresh PEA (October 2023) Capital raise imminent" [X Link](https://x.com/roundtripCapMan/status/1763501600813744578) 2024-03-01T09:48Z [---] followers, [--] engagements "HMN Li Project Sale for up to US$62 Million $LIS #LithiumSouth https://www.lithiumsouth.com/posts/hmn-li-project-sale-for-up-to-us62-million/ https://www.lithiumsouth.com/posts/hmn-li-project-sale-for-up-to-us62-million/" [X Link](https://x.com/roundtripCapMan/status/1950563663066378623) 2025-07-30T14:26Z [---] followers, [---] engagements "$EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme" [X Link](https://x.com/anyuser/status/2014391152519037363) 2026-01-22T17:34Z [---] followers, [---] engagements "JFC this escalated quickly $EMN #manganese Two +55% days back to back $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme https://t.co/HeDpBnGcKL $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together" [X Link](https://x.com/anyuser/status/2014816880779804744) 2026-01-23T21:45Z [---] followers, [---] engagements "@Kacper_PK_CH Do you have a view of PLN vs. Euro Poland hoarding a lot of gold plus Poland could challenge the bigger wester EU economies. I also see a lot of poeple leaving the west for Poland" [X Link](https://x.com/roundtripCapMan/status/2015356205183414524) 2026-01-25T09:28Z [---] followers, [---] engagements "@capitalistexp If you missed Altria $MO in 80s dont miss $BTU today" [X Link](https://x.com/roundtripCapMan/status/1407967634293936129) 2021-06-24T07:43Z [---] followers, [--] engagements "@BambroughKevin Seems like short sighted views. If you did not want to transact with mass murder regimes you would not do business with the US China etc. Also I dont understand this "Putin bad" narrative events happening today are culmination of events from past years (NATO expansion" [X Link](https://x.com/roundtripCapMan/status/1508705746166423555) 2022-03-29T07:20Z [---] followers, [--] engagements "How to value PANR The company aims to achieve a value of 5-10 USD per recoverable barrel of oil as stated by the executive chairman David Hobbs (more on him later)" [X Link](https://x.com/roundtripCapMan/status/1730959380827259224) 2023-12-02T14:37Z [---] followers, [--] engagements "For comparison Oil Search's acquisition of a stake in the Pikka unit from Armstrong priced contingent resources acquired at $3.1 per barrel in [----] with oil in the high $40s" [X Link](https://x.com/roundtripCapMan/status/1730959384342040766) 2023-12-02T14:37Z [---] followers, [--] engagements "@calvinfroedge you can get that also through $VXTR and you get other RE tech as a side forclosure was doing [---] mil prior to 2020" [X Link](https://x.com/roundtripCapMan/status/1743194781595979973) 2024-01-05T08:56Z [---] followers, [---] engagements "Here is a cheat sheet for investors looking at #Lithium looking to get up to speed with the lingo. $LKE $SYA $CXO $AGY $ALB $SQM $PLS Two main types of lithium deposits: [--]. Hard rock [--]. Brines" [X Link](https://x.com/roundtripCapMan/status/1748042391682941052) 2024-01-18T17:59Z [---] followers, [----] engagements "Galan Lithium $GLN.AX $GLNLF $9CH #lithium first look overview. Argentina lithium projects: Hombre Muerto West (HMW) development flagship project Candelas - PEA Australia lithium project: Greenbushes South exploration" [X Link](https://x.com/roundtripCapMan/status/1750915672429809689) 2024-01-26T16:16Z [---] followers, [----] engagements "Arizona Lithium $AZL.AX $AZLAF $AZL.XA #lithium #mining Lithium mining developer with [--] North American projects. PRAIRIE - Canada BIG SANDY - Arizona" [X Link](https://x.com/roundtripCapMan/status/1753396697823076734) 2024-02-02T12:35Z [---] followers, [---] engagements "Critical elements $CRE.V $CRECF Canadian junior miner with project in Canada" [X Link](https://x.com/roundtripCapMan/status/1755253734727135427) 2024-02-07T15:34Z [---] followers, [---] engagements "Frontier Lithium $FL.V $LITOF Canadian junior-miner with large deposits. Projects: PAK (Canada) SPARK (Canada)" [X Link](https://x.com/roundtripCapMan/status/1758115353756827656) 2024-02-15T13:05Z [---] followers, [---] engagements "PAK Type: Hard rock Stage: PFS Ownership: 100% Resource: 54.6Mt@1.47% Li2O = [----] Mt LCE Mineral Resouce (PAK + SPARK combined above ground only) Costs: OPEX US$ 7433/t Capacity: 12520tpa of Li Hydroxide + 7360tpa Li Carbonate" [X Link](https://x.com/roundtripCapMan/status/1758115357645058449) 2024-02-15T13:05Z [---] followers, [--] engagements "CapEx: US$ 1044M NPV: post-tax US$ 1739M (assumptions Li Hydroxide US$22000t) Production: [----] Funding: not funded" [X Link](https://x.com/roundtripCapMan/status/1758115360455180295) 2024-02-15T13:05Z [---] followers, [--] engagements "Green Technology Metals $GT1.AX $GTMLF ASX listed #lithium junior-miner with [--] projects in Canada SEYMOUR (CANADA) ROOT (CANADA) These two projects are combined in the recent Preliminary Economic Assessment (December 2023)" [X Link](https://x.com/roundtripCapMan/status/1760986204521038229) 2024-02-23T11:13Z [---] followers, [---] engagements "AMERICAN LITHIUM $AMLI $LI.V $AMLM Canadian based junior-miner with #lithium projects in Nevada and Peru. Comes with a #uranium project in Peru. TLC (NEVADA) FALCHANI (PERU)" [X Link](https://x.com/roundtripCapMan/status/1763164094289379328) 2024-02-29T11:27Z [---] followers, [----] engagements "LITHIUM IONIC $LTH.V $LTHCF Will LTH replicate the success of its bigger brother Sigma Lithium $SGML BANDEIRA (Brazil Part of Itinga properties) - flagship SALINAS Properties (Brazil)" [X Link](https://x.com/roundtripCapMan/status/1767191311923265976) 2024-03-11T14:10Z [---] followers, [---] engagements "For anyone following $VXTR $VXTRF below is an interview with the CEO Gary Yeoman. For those not following could be an interesting bottom fishing idea of company that seems to be turning around. Voxtur - Call with Gary Yeoman https://www.youtube.com/watchv=cOVhOZpIaLU https://www.youtube.com/watchv=cOVhOZpIaLU" [X Link](https://x.com/roundtripCapMan/status/1804083961334816948) 2024-06-21T09:28Z [---] followers, [---] engagements "#lithium watchlist updated will add European Metals Holding $EMH. Post suggetions of additions in the comments. $ALL $SYA $GLN $AZL $AGY $CRE $LIS $KOD $LKE $FL $GT1 $AMLI $LCE $LTH" [X Link](https://x.com/roundtripCapMan/status/1805904479096545562) 2024-06-26T10:02Z [---] followers, 15.1K engagements "Some more $EMH at 8GBp hoping to see 6.5GBp this cycle low. Added today at 9GBp ready to add lower again. Added today at 9GBp ready to add lower again" [X Link](https://x.com/roundtripCapMan/status/1844365555530416142) 2024-10-10T13:13Z [---] followers, [---] engagements "Full $44B #AlaskaLNG project with the export facility will be developed. The supplier of the first low-CO2 gas into the pipeline is Great Bear Patheon Alaska subsidiary of Pantheon Resources $PANR $PTHRF. Massive. $panr #panr Alaska LNG From a concept to a reality @contrarian8888 @SStapczynski @James56487175 @DoombergT @PantheonResour1 @markets https://t.co/tsseKKGYSU $panr #panr Alaska LNG From a concept to a reality @contrarian8888 @SStapczynski @James56487175 @DoombergT @PantheonResour1 @markets https://t.co/tsseKKGYSU" [X Link](https://x.com/roundtripCapMan/status/1876540084368867342) 2025-01-07T08:03Z [---] followers, [---] engagements "$PANR Pantheon Resources Sole supplier of gas for Stage [--] #AlaskaLNG pipeline. Potential for debt financing of Aphun field development potentially holding 900mmbls of conv oil right under TAPS backed by gas offtake. https://www.sullivan.senate.gov/newsroom/press-releases/president-trump-announces-joint-venture-on-alaska-lng-project-with-japan https://www.sullivan.senate.gov/newsroom/press-releases/president-trump-announces-joint-venture-on-alaska-lng-project-with-japan" [X Link](https://x.com/roundtripCapMan/status/1888213221695193294) 2025-02-08T13:08Z [---] followers, [----] engagements "$PANR Patheon Resources issues US$30.5 million convertible bond to replace existing CB with 12.5M outstanding balance with repayment at maturity 3/2028. David Hobbs Executive Chairman ofPantheon Resources said: TLDR: FU Shorts https://www.londonstockexchange.com/news-article/PANR/convertible-bond-of-us-30-5-million/16908050 https://www.londonstockexchange.com/news-article/PANR/convertible-bond-of-us-30-5-million/16908050" [X Link](https://x.com/roundtripCapMan/status/1892559464571539595) 2025-02-20T12:58Z [---] followers, [---] engagements "$EMH up 58% in a day so far. Lowest tranche bought at 6p" [X Link](https://x.com/roundtripCapMan/status/1904526109376499915) 2025-03-25T13:29Z [---] followers, [---] engagements "Entered $WUC today" [X Link](https://x.com/roundtripCapMan/status/1942613646414340437) 2025-07-08T15:55Z [---] followers, [---] engagements "Ageing pretty well $AEE vs. $AGE @KaizerSauzey I dont disagree but Tiris will be in production sooner cashflowing and getting valued based on that CF. I like that $AGE is cashed up so they are in the good place but man 2x MC compared to $AEE really @KaizerSauzey I dont disagree but Tiris will be in production sooner cashflowing and getting valued based on that CF. I like that $AGE is cashed up so they are in the good place but man 2x MC compared to $AEE really" [X Link](https://x.com/roundtripCapMan/status/1953826132580507935) 2025-08-08T14:30Z [---] followers, [---] engagements "With coal coming back down to earth sitting around USD110/ton I put together a small list of miners Let me know any other plays in the sector preferably micro-small caps that are close to lows #coal #coaltwitter #coalenergy" [X Link](https://x.com/roundtripCapMan/status/1986793880579400021) 2025-11-07T13:52Z [---] followers, [---] engagements "coal price of USD200/t used for all in the list" [X Link](https://x.com/roundtripCapMan/status/1986794137790599362) 2025-11-07T13:53Z [---] followers, [--] engagements "Global Atomic $GLO $GLATF #uranium DASA is going to get build its too good of a project. Naysayers are mad they sold the bottom now hoping to get in. The U.S. development Bank has confirmed that funding for Dasa was reviewed by its Credit Committee and forwarded to the Investment Committee for review. We expect further updates from the Bank in the new year to confirm their review and approval timelines. https://t.co/0H8H0oBpML The U.S. development Bank has confirmed that funding for Dasa was reviewed by its Credit Committee and forwarded to the Investment Committee for review. We expect" [X Link](https://x.com/roundtripCapMan/status/1999390513418633649) 2025-12-12T08:06Z [---] followers, [----] engagements "Talk about #roundtrip in #CyclicalStock -90% intra-cycle comes only with special kind of hate. Sitting pretty with average CAD$0.60 Cannot wait for $GLO to be popular again at CAD$2.5 Global Atomic $GLO $GLATF #uranium DASA is going to get build its too good of a project. Naysayers are mad they sold the bottom now hoping to get in. Global Atomic $GLO $GLATF #uranium DASA is going to get build its too good of a project. Naysayers are mad they sold the bottom now hoping to get in" [X Link](https://x.com/roundtripCapMan/status/1999399869941973257) 2025-12-12T08:44Z [---] followers, [----] engagements "Entered $BSK Blue Sky Uranium at 4.5c. Dusting up the #uranium portfolio for 2026" [X Link](https://x.com/roundtripCapMan/status/2005907571220111663) 2025-12-30T07:43Z [---] followers, [---] engagements "@GreenOriginInv Does it not trade for like 25% of the NPV Would not call that mind boggling" [X Link](https://x.com/roundtripCapMan/status/2008583312433180761) 2026-01-06T16:55Z [---] followers, [--] engagements "@ballsmeep This reminds me of BTU in [----] puts BK fears to sleep this is actually bullish should #vanadium bull come later this year" [X Link](https://x.com/roundtripCapMan/status/2009257670339944489) 2026-01-08T13:35Z [---] followers, [----] engagements "$LGO Largo Knee jerk reaction of most investors on ATM is usually bearish. However when priced for bankruptcy ATM converts short term option into a LEAP. If one expects #vanadium prices to recover this is how 10baggers are made. Similar to $BTU from [----]. @ballsmeep This reminds me of BTU in [----] puts BK fears to sleep this is actually bullish should #vanadium bull come later this year. @ballsmeep This reminds me of BTU in [----] puts BK fears to sleep this is actually bullish should #vanadium bull come later this year" [X Link](https://x.com/roundtripCapMan/status/2010023593317675276) 2026-01-10T16:19Z [---] followers, [----] engagements "$GLO Global Atomic Unpopular opinion. The raise is: A. Prudent B. DFC requirement A. You raise money when you can. Instead of gambling and waiting for DFC outcome you raise after SP doubled in anticipation. B. PP could be a DFC requirement" [X Link](https://x.com/roundtripCapMan/status/2011015464055685565) 2026-01-13T10:00Z [---] followers, [----] engagements "The bullish vs. bearing view comes down to what your average SP is. There is a lot of bitchin from guys who were buying the blue sky hype in [----] and after. Looking from the 60c average POV this is not a disaster even though it reduces the upside potential. $GLO Global Atomic Unpopular opinion. The raise is: A. Prudent B. DFC requirement A. You raise money when you can. Instead of gambling and waiting for DFC outcome you raise after SP doubled in anticipation. B. PP could be a DFC requirement $GLO Global Atomic Unpopular opinion. The raise is: A. Prudent B. DFC requirement A. You raise money" [X Link](https://x.com/roundtripCapMan/status/2011016279877169382) 2026-01-13T10:03Z [---] followers, [---] engagements "I've had a good fortune on #Czech #lithium project #Cinovec held by $EMH. First avg.px 6p sold the first pump reentered at 9p and holding. Will I have the same fortune on #manganese project #chvaletice held by Euro Manganese $EMN Entered at 0.165" [X Link](https://x.com/roundtripCapMan/status/2012177469776744544) 2026-01-16T14:57Z [---] followers, [---] engagements "@SikanderMo Correction 6.5p was the lowest buy out of the bunch not average price. [----] is impressive" [X Link](https://x.com/roundtripCapMan/status/2012268272951996464) 2026-01-16T20:58Z [---] followers, [--] engagements "Bought a bit of $GUE at A5.1c" [X Link](https://x.com/roundtripCapMan/status/1826137445085118467) 2024-08-21T06:01Z [---] followers, [---] engagements "@GreenOriginInv I think $VUL is going to massively underperform 13%IRR around 750m NPV (VULs 73% stake post raise). Customers and lenders will benefit shareholders not so much" [X Link](https://x.com/roundtripCapMan/status/1996320167924552193) 2025-12-03T20:46Z [---] followers, [---] engagements "$GLN $GLN.AX Galan Lithium Well positioned to take advantage of the rising #lithium prices. Boy was there a lot of experts making fun of them rejecting 150M and 240M offers as undervalued. Current market cap: AUD 524M" [X Link](https://x.com/anyuser/status/2013938766302343443) 2026-01-21T11:36Z [---] followers, [----] engagements "@UDiamondBalls Paper hands" [X Link](https://x.com/roundtripCapMan/status/2016254850971943211) 2026-01-27T20:59Z [---] followers, [--] engagements "Libertarianism is the crazy idea that human beings might be capable of constructing roads without giving more than half of everyone's time and effort to warmongering cannibal pedophiles" [X Link](https://x.com/anyuser/status/2020508370328035356) 2026-02-08T14:41Z 100.9K followers, 51.8K engagements "Havent made a post on giving my thoughts on the lithium market in a while because my thoughts really haven't changed that much since the last one. Some new(ish) ideas have appeared over the last several months which add to the doom and gloom of the market. Ive been tagged in a lot of posts so thought I might give my thoughts on them whilst i sip my morning coffee. [--]. Market manipulation by China to suppress the development of western lithium projects. Fun fact: The Chinese have never turned down an Australian offtake. Why Its a simple formula really flood the market with cheap lithium to bide" [X Link](https://x.com/anyuser/status/1867398441875517572) 2024-12-13T02:37Z [----] followers, 74.7K engagements "The positive momentum for Swedish uranium mining continues in line with the governments policy of regenerating the countrys nuclear power industry. On January [--] this year the Mineral Act was amended to remove the national ban on uranium exploration and mining. Yesterday the Swedish government announced that it would next be modernizing the Nuclear Act to declassify uranium mining as a nuclear facility. The government has made clear that its primary intent in the legislation is to remove the existing municipal veto on uranium mining. The current veto potentially affords a small group a veto" [X Link](https://x.com/anyuser/status/2019826545662013922) 2026-02-06T17:32Z [----] followers, [----] engagements "RT @Alexsei88: My guess is that a 100% increase in the vanadium price would mean a 10x increase in Largos share price. But enough about v" [X Link](https://x.com/anyuser/status/2019814392603504815) 2026-02-06T16:44Z [---] followers, [--] engagements "My guess is that a 100% increase in the vanadium price would mean a 10x increase in Largos share price. But enough about vanadium for now - Ill get back to focusing on tungsten. #Vanadium $LGO #Tungsten China hasnt really liked the idea of the U.S. and other Western countries setting up strategic raw-material stockpiles for crises because that would weaken Chinas leverage. Its possible that China may also add vanadium to the next round of export restrictions. #Vanadium $LGO https://t.co/344d0mIMHx China hasnt really liked the idea of the U.S. and other Western countries setting up strategic" [X Link](https://x.com/anyuser/status/2019801345696346406) 2026-02-06T15:52Z [----] followers, [----] engagements "China hasnt really liked the idea of the U.S. and other Western countries setting up strategic raw-material stockpiles for crises because that would weaken Chinas leverage. Its possible that China may also add vanadium to the next round of export restrictions. #Vanadium $LGO Olen aika varma ett Largon ATM on taas tnn aktiivisena joten kteist tulee pankkitilille yhten kyrpn. Tosin kyll sit Largolla meneekin. #Vanadium $LGO Olen aika varma ett Largon ATM on taas tnn aktiivisena joten kteist tulee pankkitilille yhten kyrpn. Tosin kyll sit Largolla meneekin. #Vanadium $LGO" [X Link](https://x.com/anyuser/status/2019800581561368722) 2026-02-06T15:49Z [----] followers, [----] engagements "US vanadium up today from 530% to 839% in the last [--] months. That's another +3% today" [X Link](https://x.com/anyuser/status/2019391352056971581) 2026-02-05T12:43Z [----] followers, [----] engagements "RT @mineralstocks: @Valarian11's find: US DoD partially-redacted file reads "they Largo $LGO are the largest supplier of aerospace grade" [X Link](https://x.com/anyuser/status/2019129036191277181) 2026-02-04T19:20Z [---] followers, [--] engagements "@Valarian11's find: US DoD partially-redacted file reads "they Largo $LGO are the largest supplier of aerospace grade V2O5 to the US. For reason beyond Largo's control they are in danger of going out of business. This would greatly strain the redacted" Bankruptcy risk gone๐ im surprised this didnt make the rounds more. if you read the fine print you will understand why i am very long im surprised this didnt make the rounds more. if you read the fine print you will understand why i am very long" [X Link](https://x.com/anyuser/status/2019092714294300801) 2026-02-04T16:56Z [----] followers, [----] engagements "im surprised this didnt make the rounds more. if you read the fine print you will understand why i am very long A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp" [X Link](https://x.com/anyuser/status/2019087409741259076) 2026-02-04T16:35Z [----] followers, 25.5K engagements "Sigma Lithium Highlights the Issuance of an Official Technical Statement Declaring the Safety of Its Waste Piles by Brazils National Mining Agency Press Release: https://sigmalithiumcorp.com/sigma-lithium-highlights-the-issuance-of-an-official-technical-statement-declaring-the-safety-of-its-waste-piles-by-brazils-national-mining-agency/ https://sigmalithiumcorp.com/sigma-lithium-highlights-the-issuance-of-an-official-technical-statement-declaring-the-safety-of-its-waste-piles-by-brazils-national-mining-agency/" [X Link](https://x.com/anyuser/status/2019014927537873209) 2026-02-04T11:47Z [----] followers, [----] engagements "Seems good news for $LGO Largo Inc A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp" [X Link](https://x.com/anyuser/status/2018779231493526008) 2026-02-03T20:10Z [---] followers, [---] engagements "A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐" [X Link](https://x.com/anyuser/status/2018770464332709889) 2026-02-03T19:36Z [----] followers, 28K engagements "Gavin Andresen (@gavinandresen) and all the big blockers were right. BTC has been infiltrated and crippled. BCH saved Bitcoin. http://Hijackingbitcoin.com http://Hijackingbitcoin.com" [X Link](https://x.com/anyuser/status/2018242170180796539) 2026-02-02T08:36Z [----] followers, 17.1K engagements "Gold advanced toward $2000 in [----] at a very fast pace then when reflation started it roughly stabilized with a floor around $1700. Silver followed a similar pattern. What we saw after was a strong rotation into other commodities such as copper and oil. It doesnt have to happen nothing really does but it would follow the typical late-cycle path. https://twitter.com/i/web/status/2017236544994611266 https://twitter.com/i/web/status/2017236544994611266" [X Link](https://x.com/anyuser/status/2017236544994611266) 2026-01-30T14:00Z 13.8K followers, [----] engagements "Numerco Spot #uranium US$101.50 /Lb (+$1.50 +1.48%) U3O8 #U3O8 as reported by Thu [--] Jan [----] 19:25:11 GMT https://numerco.com/dashboard/ https://numerco.com/dashboard/" [X Link](https://x.com/anyuser/status/2016955805103173907) 2026-01-29T19:25Z [---] followers, [----] engagements "Galan Lithium having it all ๐ฏ Right place โ Argentina (Trade deals with USA and EU ) ๐ฏ Right partner โ USA ๐ฏ lithium bull market โ ๐ฏ going production in the next months โ ๐ ๐ฏglobal top [--] asset + highest grade โ ๐ฏ + 40.000.000 AUD cashโ $GLN $gln.ax" [X Link](https://x.com/anyuser/status/2016705368328466797) 2026-01-29T02:50Z [---] followers, [----] engagements "Lets do silver just in yellow #uranium Numerco Spot #uranium US$92.38 /Lb (+$2.25 +2.44%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Tue [--] Jan [----] 19:19:54 GMT Numerco Spot #uranium US$92.38 /Lb (+$2.25 +2.44%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Tue [--] Jan [----] 19:19:54 GMT" [X Link](https://x.com/anyuser/status/2016253730757230602) 2026-01-27T20:55Z [---] followers, [---] engagements "Numerco Spot #uranium US$92.38 /Lb (+$2.25 +2.44%) U3O8 #U3O8 as reported by Tue [--] Jan [----] 19:19:54 GMT https://numerco.com/dashboard/ https://numerco.com/dashboard/" [X Link](https://x.com/anyuser/status/2016229697915343349) 2026-01-27T19:19Z [---] followers, [----] engagements "LMFP #lithium #manganese #iron #phosphate Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://t.co/oHS0voAJxw Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://t.co/oHS0voAJxw" [X Link](https://x.com/anyuser/status/2015710957666717745) 2026-01-26T08:58Z [---] followers, [---] engagements "Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky" [X Link](https://x.com/anyuser/status/2015624489254740122) 2026-01-26T03:15Z [----] followers, [----] engagements "JFC this escalated quickly $EMN #manganese Two +55% days back to back $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme https://t.co/HeDpBnGcKL $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together" [X Link](https://x.com/anyuser/status/2014816880779804744) 2026-01-23T21:45Z [---] followers, [---] engagements "$EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme" [X Link](https://x.com/anyuser/status/2014391152519037363) 2026-01-22T17:34Z [---] followers, [---] engagements "$AEE $AURA.L Aura Energy Listing #Swedish #uranium project Haggan separately in Canada retaining 78.7% ownership. Finally some value unlock for the company" [X Link](https://x.com/anyuser/status/2014458398905901138) 2026-01-22T22:01Z [---] followers, [---] engagements "$EMN.v @EuroManganese "Europe's most strategic Manganese deposit." [--] bagger should be a lock" [X Link](https://x.com/anyuser/status/2014398385420107830) 2026-01-22T18:02Z 23.9K followers, 42.9K engagements "While many in #uranium continually trumpet the same names in a seeming echo chamber $AEE $AURA.L which does effectively no IR unfortunately has one of the best shareholder registers and pre-prod projects in the world. Good odds to be bought after DFC deal & FID" [X Link](https://x.com/anyuser/status/2014254678612038038) 2026-01-22T08:31Z [----] followers, [----] engagements "$GLN $GLN.AX Galan Lithium Well positioned to take advantage of the rising #lithium prices. Boy was there a lot of experts making fun of them rejecting 150M and 240M offers as undervalued. Current market cap: AUD 524M" [X Link](https://x.com/anyuser/status/2013938766302343443) 2026-01-21T11:36Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@murray45365346 murraymurray posts on X about $aee, in the, $gln, $lgo the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks countries finance currencies cryptocurrencies travel destinations automotive brands technology brands celebrities
Social topic influence $aee #10, in the, $gln, $lgo, $age, $emh, slovakia, pantheon, market cap, argentina
Top accounts mentioned or mentioned by @sallymayweather @kaizersauzey @u308andy @capitalistexp @oplaffite @calvinfroedge @greenorigininv @ballsmeep @valarian11s @147 @capcentresearch @mylatinlife @bowtiedglobe @joshuaglaze2 @basicnetcrypto @edark94 @flightuseful @preempt1 @r5zm2 @bullreturns
Top assets mentioned Ameren, Corp. (AEE) Eastman Chemical Company (EMN) aura (AURA) Creso (CRE) Bitcoin (BTC) Lithium Americas Corp. Common Shares (LAC) Foot Locker, Inc. (FL) Alliance Fan Token (ALL) Life Time Group Holdings, Inc. (LTH) Manulife Financial Corp. (MFC) CargoX (CXO) Alien Base (ALB) Pulsechain (PLS) Sigma Lithium Corporation Common Shares (SGML) Peabody Energy Corporation (BTU)
Top posts by engagements in the last [--] hours
"@capitalistexp Waiting for them REITs bargains coming"
X Link 2023-09-03T14:11Z [--] followers, [--] engagements
"@CapcentResearch Aura Energy as well published a scoping study (PEA) today"
X Link 2023-09-05T11:44Z [--] followers, [--] engagements
"@MyLatinLife @BowTiedGlobe In case you invest in shares you might want to become a tax resident in Slovakia. If you hold them for at least [--] year the gains are not taxed nor any contributions apply you pay nada. Shortest threshold in Europe I believe"
X Link 2023-09-09T07:36Z [--] followers, [--] engagements
"@joshua_glaze2 @SallyMayweather *if our leaders and law makers didnt exist. fixed it"
X Link 2023-11-28T05:06Z [--] followers, [--] engagements
"$BTOU $BTOU.SI Restructuring and Recapitalization plan of Manulife US REIT to be voted on Extraordinary General Meeting on 14.12.2023. Key highlights:"
X Link 2023-11-30T17:43Z [--] followers, [--] engagements
"1. Divestment of Park PlaceArizona for $98m USD [--]. Receive an unsecured Sponsor-Lender loan of 137m USD (7.25% p.a. quarterly payments 21.16% exit premium upon maturity) [--]. Disposition mandate from unitholders to raise at least 328.7m USD by June 2025"
X Link 2023-11-30T17:43Z [--] followers, [--] engagements
"Upon completion of Restructuring and based on financial information as at [--] June [----] DPU are expected to fall to [----] USD (half year) [----] (annualized)"
X Link 2023-11-30T17:43Z [--] followers, [--] engagements
"Aggregate leverage 50%"
X Link 2023-11-30T17:43Z [--] followers, [--] engagements
"All maturies extended by [--] year no maturities in [----]. Distributions halted until end of [----]. Should the vote be successful and factoring in further erosion of NAV into [----] (500mUSD) the stock will start to be interesting 2.5c nearing pro-forma 100% dividend yield"
X Link 2023-11-30T17:43Z [--] followers, [--] engagements
"He spent [--] years as part of the team establishing the King Abdullah Petroleum Studies and Research Center (KAPSARC) in Riyadh Saudi Arabia. David Hobbs has been buying shares in [----] the last time being in November [----] contributing 250k USD to a private placement"
X Link 2023-12-02T14:37Z [--] followers, [--] engagements
"The Catalyst: [--]. securing funding of the development via Vendor financing Offtake financing and Reserves based lending to minimize dilution [--]. potential joint venture [--]. buyout bid"
X Link 2023-12-02T14:37Z [--] followers, [--] engagements
"6 Non-disclosure Agreements (NDAs) signed already to access PANRs data room to conduct Due Diligence"
X Link 2023-12-02T14:37Z [--] followers, [--] engagements
""answer is that uh when you've got a share that is currently trading at $300 million mostly on the basis of people's skepticism about the ability to finance development without significant dilution you may wake up one morning and find that that assumption is no no longer valid"
X Link 2023-12-02T14:37Z [--] followers, [--] engagements
"This was inevitable to happen years ago. Where is the uranium going to come from Not gonna triple the supply under 100usd/pound. Should be a fun [----]. Remember there is 2B pounds of supply ready in Sweden currently banned will that change #uranium $AEE $AURA COP28 It is official these countries have officially pledged to TRIPLE nuclear energy by [----]. An historic day as nuclear energy is finally being recognized to achieve global net zero greenhouse gas emission. Romania Finland Czech Republic Slovakia https://t.co/TEYol3lFNR COP28 It is official these countries have officially pledged to"
X Link 2023-12-03T07:48Z [---] followers, [---] engagements
"ASX #uranium investors every Sunday night $AEE $AGE GM https://t.co/CQzL6MtWod GM https://t.co/CQzL6MtWod"
X Link 2023-12-05T11:52Z [---] followers, [---] engagements
"@BasicnetCrypto 2022: buy energy sell tech 2023: sell energy buy tech 2024: buy energy sell tech"
X Link 2023-12-12T09:01Z [--] followers, [--] engagements
"".and protecting the development schedules for Ahpun and Kodiak by covering the full fields to be included in our requests for development consents from the State of Alaska. Our focus remains on the development of Ahpun with FID planned by the end of 2025." (Bob Rosenthal)"
X Link 2023-12-14T08:40Z [--] followers, [--] engagements
"".The soon to be publicly released proprietary 3D seismic data risked opening the area up to competitors before the next lease sale and Pantheon therefore chose to act this year." (Justin Hondris)"
X Link 2023-12-14T08:40Z [--] followers, [--] engagements
"@Edark94 Dont want you to get burned but also want to buy at [--] bucks earliest. Remember that the container market is going to be flooded with ships and this rally is only held by of the Suez situation so its very dependent on it. Could make a fortune but also go to a poorhouse with lev"
X Link 2023-12-20T10:46Z [--] followers, [--] engagements
"$PANR Pantheon resouces wishing happy holidays to their shareholders up 18% today 35% this week. #oott H/t @Flight_Useful for the video To put a perspective to the leases just acquired taking the lower bound of managements goal to achieve 5-10 USD/barel new leases add [---] (Best Estimate) or [---] (High Estimate) BILLION $ of value. Current market cap [---] Million USD 20x JUST from the addiotional acres. https://t.co/Viv9zOHaLz To put a perspective to the leases just acquired taking the lower bound of managements goal to achieve 5-10 USD/barel new leases add [---] (Best Estimate) or [---] (High"
X Link 2023-12-20T15:02Z [--] followers, [---] engagements
"Pre-preduction #uranium play $AEE $AURA with $90M capex to first production potentialy scaling to 3-5 Mlbs/year after total of $180M capex [--] years out getting Swedish #Haggan project with 800Mlbs uranium for free $AEE has previously completed 19000m of drilling at #Tiris to confirm the current JORC resource and now plans a further 15500m drill program. ๐ฎ With the 13000km2 of new exploration tenements Aura is moving to develop a major new #uranium province in Mauritania. ๐๐๐๐ https://t.co/VB3XUKTyjO $AEE has previously completed 19000m of drilling at #Tiris to confirm the current JORC"
X Link 2024-01-05T08:41Z [---] followers, [---] engagements
"$BTOU announcing further NAV decrease by $123M. Will the CRE find a bottom in H1 [----] #REIT #realestateinvesting #commercialrealestate $BTOU $BTOU.SI Restructuring and Recapitalization plan of Manulife US REIT to be voted on Extraordinary General Meeting on 14.12.2023. Key highlights: $BTOU $BTOU.SI Restructuring and Recapitalization plan of Manulife US REIT to be voted on Extraordinary General Meeting on 14.12.2023. Key highlights:"
X Link 2024-01-05T10:00Z [--] followers, [--] engagements
"Will the #BTC Bitcoin ETF $IBIT mark the TOP for the overall US equity market in H1 [----] $IBIT has already traded $2m worth of shares traded. That would be a great first FULL day for a normal ETF let alone at 6am bf mkt BUT. this volume is likely BlackRock orchestrated slowly loading in the BYOA $ it had lined up. Still tho good early sign of big day. https://t.co/IV19iHfqYB $IBIT has already traded $2m worth of shares traded. That would be a great first FULL day for a normal ETF let alone at 6am bf mkt BUT. this volume is likely BlackRock orchestrated slowly loading in the BYOA $ it had"
X Link 2024-01-11T12:56Z [--] followers, [---] engagements
"$OPI Office Properties Income Trust cuts dividend to USD [----] quarterly. Stock down -34%. IMHO more REITs to follow soon get your wallets ready. #realestateinvesting"
X Link 2024-01-11T14:45Z [--] followers, [---] engagements
"Lets just jump in 5-10 increments and get it over with. $AEE $AGE #uranium Holy Cow๐๐๐คฏ Today's Daily Spot #Uranium price just reported by #Nuclear fuel price reporters UxC has soared nearly [--] bucks to $95.90/lb #U3O8 which is a price not seen since [--] August 2007๐ฆ with no sign indicating that the U-Train is stopping here.๐๐ค ๐ #RideTheWave ๐๐ Holy Cow๐๐๐คฏ Today's Daily Spot #Uranium price just reported by #Nuclear fuel price reporters UxC has soared nearly [--] bucks to $95.90/lb #U3O8 which is a price not seen since [--] August 2007๐ฆ with no sign indicating that the U-Train is stopping"
X Link 2024-01-11T20:39Z [---] followers, [---] engagements
"#uranium hola at a [---] dolla Now this needs to be sustained to get the ready projects financed. $AEE just $90mil capex to first production another $90 later on to scale up. Seems to be the hidden gem looking at the market cap"
X Link 2024-01-12T07:21Z [---] followers, [---] engagements
"@preempt1 Do you have some more info AEE really seems like a coiled spring held back really hard. Trading like U is in the 30s still"
X Link 2024-01-15T07:42Z [--] followers, [---] engagements
"While everyone is cheering on #uranium final stages of the bull market (#metoo) I am in the process of preparing a #lithium miners overview and valuation which I will post later on. Anyone has any favourite picks"
X Link 2024-01-17T14:27Z [--] followers, [---] engagements
"Atlantic Lithium Limited $ALL.L $A11.AX $ALLIF first look overview. Atlantic has currently [--] projects listed: [--]. EWOYAA GHANA - flagship hard rock project [--]. CTE D'IVOIRE - exploration"
X Link 2024-01-20T16:02Z [---] followers, [---] engagements
"I will focus on the Ewoyaa. Stage: DFS Mining license granted Development commencing. Located in mining friendly Ghana which is the leading mineral producer in Africa with all the required infrastructure and right at the shore"
X Link 2024-01-20T16:02Z [--] followers, [--] engagements
"Project sports a Post-tax NPV8 of US $1.3b assuming lithium concentrate price of $1587 US/t over the Life of Mine (LOM) and AISC of $675 US/t. See table from Mining license granted in October 2023"
X Link 2024-01-20T16:02Z [--] followers, [--] engagements
"How much to build the mine Not so much cash. Capex = US $185M BUT US $70m will be provided by Piedmont Lithium Inc for earn in 50% of the project and 50% off take of SC6 AND 50% of the remaining CAPEX. US $39m provided by Minerals Income Investment Fund of Ghana"
X Link 2024-01-20T16:02Z [--] followers, [--] engagements
"This is a first look overview. If there is something I can add in the future let me know. Also treat this as a starting point of your own DD. No position (yet)"
X Link 2024-01-20T16:02Z [--] followers, [--] engagements
"Woke up rotated all my $AGE position into $AEE (explorer in Australia valued 2x a DFS pre production project in Mauritania Really). Back to sleep"
X Link 2024-01-23T04:35Z [---] followers, [----] engagements
"@R5Zm2 @BULLReturns @pmzw75 Interesting fact the longest train in the world (2.5-3 km long) transports iron ore from the mines deep in the desert of Mauritania to the port in the coastal town. No idea how that would be unloaded on a ship without a proper (at least for this region) port facilities"
X Link 2024-01-23T09:03Z [--] followers, [--] engagements
"@KaizerSauzey Seems to me $AGE will be releasing updates of resource estimates while $AEE will be realising actual pounds this cycle"
X Link 2024-01-23T12:01Z [---] followers, [---] engagements
"@KaizerSauzey I dont disagree but Tiris will be in production sooner cashflowing and getting valued based on that CF. I like that $AGE is cashed up so they are in the good place but man 2x MC compared to $AEE really"
X Link 2024-01-23T17:32Z [---] followers, [---] engagements
"HMW AISC in the US$ 7000s. I was not able to find the exact number Pls comment if you know"
X Link 2024-01-26T16:16Z [--] followers, [--] engagements
"Cash Flow and discount to NPV using OPEX number provided by Galan = US$ 3510/t LCE and price of Lithium chloride of US$ 20000/t"
X Link 2024-01-26T16:16Z [--] followers, [--] engagements
"Cash Flow and discount to NPV using AISC US$ 7000/t LCE and price of Lithium chloride of US$ 20000/t"
X Link 2024-01-26T16:16Z [--] followers, [--] engagements
"A thread to keep the overview of #lithium companies for the coming bull market"
X Link 2024-01-26T20:24Z [--] followers, [---] engagements
"The path forward from the latest presentation"
X Link 2024-02-02T12:35Z [--] followers, [--] engagements
"Pros: Low OPEX [----] production target Good infrastructure Cons: low grade 105ml/L high admin spend (based on annual report) not bad in the latest cash flow report no battery grade = discount to pricing"
X Link 2024-02-02T12:35Z [--] followers, [--] engagements
"Argosy Minerals $AGY.AX $ARYMF #lithium #mining Australian based Argosy Minerals owns [--] lithium projects. RINCON (Argentina) TONOPAH (Nevada)"
X Link 2024-02-06T13:27Z [---] followers, [---] engagements
"ROSE (QUEBEC) Type: Hard rock Stage: FS Ownership: 100% Resource: 32.95Mt@0.92% Li2O = [----] Mt LCE Mineral Resouce Costs: OPEX US$ 587/t with tantaline credits Capacity: [---] ktpa SC6 &SC5.5 blend"
X Link 2024-02-07T15:34Z [--] followers, [--] engagements
"Lithium South Development Corporation $LIS.V $LISMF Canadian listed lithium junior miner with project Hombre Muerto North in Salta province Argentina"
X Link 2024-02-08T15:34Z [---] followers, [---] engagements
"Valuation based on [----] PEA. Will change with the coming Feasibility Study in 2024"
X Link 2024-02-08T15:34Z [---] followers, [--] engagements
"NOTES High-grade Neighbour of Galan Lithium $GLN and POSCO $PKX High M&A activity around the salar Full FS underway"
X Link 2024-02-08T15:34Z [---] followers, [---] engagements
"Is #lithium market turning or is this shorts taking profit and reloading for further downside $LKE $SYA $CXO $ALB $PLS $LAC $GL Stabilizing and UP Reload'em shorts and DOWN Stabilizing and UP Reload'em shorts and DOWN"
X Link 2024-02-16T10:09Z [---] followers, [---] engagements
"The long awaited #lithium comparison of the projects I looked at in my pinned post. Still work in progress. Any favorites to add Preferably PFS/DFS stage with a large sh price drop. $ALL.L $SYA.AX $GLN.AX $AZL.AX $AGY.AX $CRE.V $LIS.V $KOD.L $LKE $FL.V"
X Link 2024-02-22T09:28Z [--] followers, [---] engagements
"IRR will be added"
X Link 2024-02-22T09:28Z [--] followers, [--] engagements
"Good on those being long $NVDA but Jesus Christ is this going to hurt a lot of Johny-come-latelys once the growth slows down"
X Link 2024-02-23T08:24Z [--] followers, [--] engagements
"From a forgotten Mauritanian near miner to potentially one of the top U deposits in the world. For less than US100M cap. Woke up rotated all my $AGE position into $AEE (explorer in Australia valued 2x a DFS pre production project in Mauritania Really). Back to sleep https://t.co/awn5rlicGR Woke up rotated all my $AGE position into $AEE (explorer in Australia valued 2x a DFS pre production project in Mauritania Really). Back to sleep https://t.co/awn5rlicGR"
X Link 2024-02-26T18:13Z [---] followers, [---] engagements
"@BulletproofInv2 It entered a bull market a while ago some miners up 10x"
X Link 2024-02-28T11:58Z [--] followers, [--] engagements
"VALUATION assumptions US$15000/t LCE 90% ownership"
X Link 2024-03-01T09:48Z [---] followers, [--] engagements
"Any tips for a RoundTripped Commercial Real Estate #Reit #CRE down a lot trading around 10% of NAV #commercialrealestate #RealEstate"
X Link 2024-03-06T13:29Z [--] followers, [---] engagements
"@oplaffite I take the reported NAVs as Assets-Liabilities in the case of REITs. Care to share yours"
X Link 2024-03-06T18:14Z [--] followers, [--] engagements
"@oplaffite Once the dust settles they will be higher again. For now I am waiting for some banks holding the loans to drop and we might get lower lows on reits together with refinancing at higher rates. Peak pessimism is what I am hoping for to go in heavy"
X Link 2024-03-06T20:28Z [--] followers, [--] engagements
"$PANR Pantheon resources up 9% on good volume. Netherland Sewell & Associatess independent assessment of recoverable resources at the Ahpun field + financing news any day now. #oott"
X Link 2024-03-13T16:47Z [--] followers, [---] engagements
"Will we get a good entry point into the REITs soon Another $900 million heads to money heaven. See why they have to print The entire asset structure of the US is a Potemkin village. All the marked prices are wrong. Another $900 million heads to money heaven. See why they have to print The entire asset structure of the US is a Potemkin village. All the marked prices are wrong"
X Link 2024-03-23T12:49Z [---] followers, [---] engagements
"Lot of people about to find out what VPN TOR browser and opsec mean when the dying governments kick around in the coming years. I'm Simon a foreigner living in Brazil. I moved here when I lost my job and bank accounts in Europe after speaking out about the restrictive COVID measures in the Netherlands. Now I reside in the middle of the jungle off-grid building my own little paradise while staying https://t.co/FJzOwC1xoA I'm Simon a foreigner living in Brazil. I moved here when I lost my job and bank accounts in Europe after speaking out about the restrictive COVID measures in the Netherlands."
X Link 2024-04-09T16:56Z [---] followers, [--] engagements
"Work towards financing the Tiris #uranium project is progressing. Aura very likely will be producing this cycle. Ahead of some multi-billion dollar companies doing an interview a week. $AEE $AURA.L"
X Link 2024-04-16T11:23Z [---] followers, [---] engagements
"Is Aura Energy $AEE $AURA with its Haggan project located in Sweden which is about to discuss tomorrow how to remove the #uranium mining ban one of the most overlooked U miners"
X Link 2024-05-14T10:56Z [---] followers, [----] engagements
"Is this the last day $AEE shareholders hammer the price above 18c to exercise the option to add at [--] cents 23rd May I believe. Lets see if we hop over the [--] hurdle finally. About fken time"
X Link 2024-05-23T11:01Z [---] followers, [---] engagements
"I am looking at you $AEE $AURA.L Report: District Metals [----] billion pounds of uranium are awaiting the moratorium lift #DistrictMetals #DMX #Sweden #Tomtebo #Uranium $DMX $DMX.V @district_metals https://t.co/EHwlQqC992 Report: District Metals [----] billion pounds of uranium are awaiting the moratorium lift #DistrictMetals #DMX #Sweden #Tomtebo #Uranium $DMX $DMX.V @district_metals https://t.co/EHwlQqC992"
X Link 2024-05-30T14:14Z [---] followers, [---] engagements
"@AxelWrightAxel @SerbiaBased Its one part of Bosnia and Herzegovina there are [--] parts to the country"
X Link 2024-06-07T06:49Z [---] followers, [---] engagements
"$PANR $PTHRF bond payment out the way. Long term financing - gas sale agreement with AGDC Short term financing - possibly listing in the US on a major exchang Short term fin needs - Enviromental study hot tap to TAPS Megrez well drill"
X Link 2024-06-14T07:35Z [---] followers, [---] engagements
"@WatchmanPrivacy Ive always had a feeling proton was a honeypot. Theres no reason to need to know who you are"
X Link 2024-06-21T20:17Z [--] followers, [---] engagements
"@calvinfroedge Imagine what No Such Agency must have with people uploading their contacts to every social media app"
X Link 2024-06-25T05:02Z [--] followers, [--] engagements
"@ProtonVPN @Android Dont see this on the fdroid version is the update coming"
X Link 2024-06-26T19:59Z [--] followers, [--] engagements
"Now that is a rug pull on all the crypto people that got lured into the UAE. NEW: The UAE Central Bank has banned the use of cryptocurrencies for payments says UAE crypto lawyer Irina Heaver. According to Heaver there are new regulations saying that no person can accept crypto for goods or services unless it's a licensed Dirham payment token. https://t.co/fCzFDqEdgB NEW: The UAE Central Bank has banned the use of cryptocurrencies for payments says UAE crypto lawyer Irina Heaver. According to Heaver there are new regulations saying that no person can accept crypto for goods or services unless"
X Link 2024-06-26T20:43Z [--] followers, [---] engagements
"#lithium watchlist updated Added European Metals Holding Lithium Americas Lithium Americas (Argentina) Also added price assumption for NPV $ALL $SYA $GLN $AZL $AGY $CRE $LIS $KOD $LKE $FL $GT1 $AMLI $LCE $LTH $EMH $LAC $LAAC"
X Link 2024-07-10T13:42Z [---] followers, 14.8K engagements
"$AEE Seems like a big deal. #Uranium moratorium def to be lifted I think. $DMX.V $MAW.v Seems like a big deal. #Uranium moratorium def to be lifted I think. $DMX.V $MAW.v"
X Link 2024-07-31T20:30Z [---] followers, [---] engagements
"Topped up some Aura Energy $AEE last night at A$0.13"
X Link 2024-08-06T10:41Z [---] followers, [---] engagements
"600mmbl right next to the Trans Alaska Pipeline System easy access via gravel pads year round. To be drilled and completed like the multi-billion dollar projects to the north-west Willow Pikka. [-----] GBp/share [-----] MGBP market cap $PANR $PANR $PTHRF #PANR #PTHRF #Alaska #oilandgas Pantheon Resources Plc BR Business News: Bob Rosenthal Technical Director of Pantheon Resources gives an update on the $29 million fundraiser the company has just completed and what they have planned for it. https://t.co/wfgRAVINpa $PANR $PTHRF #PANR #PTHRF #Alaska #oilandgas Pantheon Resources Plc BR Business"
X Link 2024-08-06T17:56Z [---] followers, [---] engagements
"I did not see such stuff at US$16k/BTC Should a [--] year old go all in on Bitcoin Should a [--] year old go all in on Bitcoin"
X Link 2024-08-06T19:45Z [---] followers, [---] engagements
"$AEE $AURA Final Investment Decision targeted for Q1 [----] Debt&Asset level financing being explored with development funding strategy being announced soon by the end of Q3 of this year $AEE Aura Energy's Tiris Uranium Project gains $22 million NPV boost https://t.co/4E997MlXSv @aee_auraenergy $AURA #AEE #AURA #ASX #ASXNews $AEE Aura Energy's Tiris Uranium Project gains $22 million NPV boost https://t.co/4E997MlXSv @aee_auraenergy $AURA #AEE #AURA #ASX #ASXNews"
X Link 2024-08-15T06:04Z [---] followers, [---] engagements
"Lithium supply came on with high prices which will be the case also for uranium in due course. We can talk when not if that will happen. Where did all the comparisons between #uranium and #lithium prices go The spot price of uranium has proven to be remarkably resilient (while the term price is only going up) and sorry to break it to those who banked on this price comparison but uranium is not going to collapse https://t.co/ehJAiRxvzg Where did all the comparisons between #uranium and #lithium prices go The spot price of uranium has proven to be remarkably resilient (while the term price is"
X Link 2024-08-15T12:28Z [---] followers, [---] engagements
"@Swedish_uranium For that kind of return this not early in the cycle probably something in banned jurisdictions like Western Australia/Sweden/other and playing the move to allow mining of U"
X Link 2024-08-28T09:10Z [---] followers, [----] engagements
"@meglio @jack Does not ask for email and you can pay with monero. Also set up your account using tor. Can not get more private than that"
X Link 2024-09-02T08:57Z [---] followers, [--] engagements
"@SallyMayweather 2nd also US government when Ukraine detained @GonzaloLira1968"
X Link 2024-09-07T20:29Z [---] followers, [--] engagements
"@U308Andy @elonmusk a futuristic looking device to raise a lot of investors money never to deliver"
X Link 2024-10-12T11:42Z [---] followers, [--] engagements
"Got some $OCO.V Oroco Resouce. Copper junior PEA stage Santo Tomas project in Mexico. Mcap: US62M NPV: US1480M IRR: 22.2% (28% at US4.5/lb Cu) Capex: US1100M Grade: 0.33%Cu (0.51% first [--] years of mine operation) What are some other good ways to play #copper cycle"
X Link 2024-10-18T14:36Z [---] followers, [---] engagements
"@1Ronin_Jedi @SallyMayweather No he said the core developers who decided that small blocks and high fees are better because we dont need peer to peer nor electronic cash were acting like a government wanted them to"
X Link 2024-10-20T10:01Z [---] followers, [--] engagements
"List of #lithium miners updated for the latest cash position numbers and market caps. Prices used for CF calcs SC US$1500 LCE US$15000 $ALL $SYA $GLN $AZL $AGY $CRE $LIS $LKE $FL $GT1 $AMLI $LCE $LTH $EMH $LAC $LAAC $WR1"
X Link 2024-10-31T16:34Z [---] followers, [----] engagements
"$AEE quietly working towards actual production of #uranium @U308Andy https://t.co/2hWhR2NyXg Potential JV partners completing DD now with expectations of term sheet for JV or complete acquisition in the next month or two. Probably Orano given management connections @U308Andy https://t.co/2hWhR2NyXg Potential JV partners completing DD now with expectations of term sheet for JV or complete acquisition in the next month or two. Probably Orano given management connections"
X Link 2024-11-25T10:52Z [---] followers, [---] engagements
"$AEE "The ban on #uranium mining will be removed. It will be possible to extract uranium in Sweden. There is no reason for a ban" said Minister for Climate & Environment's State Secretary Daniel Westln at Svemins Autumn Summit last week. Read the article: https://t.co/JewmILz1iO "The ban on #uranium mining will be removed. It will be possible to extract uranium in Sweden. There is no reason for a ban" said Minister for Climate & Environment's State Secretary Daniel Westln at Svemins Autumn Summit last week. Read the article: https://t.co/JewmILz1iO"
X Link 2024-11-25T16:55Z [---] followers, [---] engagements
"Exciting months ahead for Aura Energy $AEE $AURA. Still flying under the radar of most investors chasing North American story tellers. https://stockhead.com.au/resources/kristie-batten-pivotal-weeks-ahead-for-uranium-hopeful-aura-energy/ https://stockhead.com.au/resources/kristie-batten-pivotal-weeks-ahead-for-uranium-hopeful-aura-energy/"
X Link 2024-12-04T10:45Z [---] followers, [---] engagements
"Entered first tranche in Global Atomic $GLO Greenfield #uranium project in development. Market cap US 165M NPV US 917M at US75/lb U3O8 (US 1269M at 90/lb U3O8) IRR 57% (74.8% at 90/lb) AISC US 35.70/lb U3O8 Capex US 300M being negotiated atm"
X Link 2024-12-11T15:33Z [---] followers, [----] engagements
"3Mlbspa 2Mlbspa $AEE $AURA #uranium"
X Link 2024-12-13T13:14Z [---] followers, [---] engagements
"@HugoVale_ @disclosetv well its not Russia who blew up the pipeline so they even took the cornering well in Moscow for the sake of trade. Europes biggest mistake is being a US vassal"
X Link 2024-12-19T16:11Z [---] followers, [--] engagements
"@variance_swap They saw no point in buying with conversion and enrichment choke points Must be at least another point on the list (a big one imho)"
X Link 2024-12-22T20:46Z [---] followers, [---] engagements
"The Impossible is again one step closer. $AEE $Aura #Sweden #uranium"
X Link 2024-12-23T09:12Z [---] followers, [---] engagements
"Glenfarne developer of Alaska LNG pipeline targeting FID in Q4 [----] announces $115B USD strategic partner interest. Preffered supplier of gas for the pipeline for Alaska intrastate needs is $PANR Patheon resources. Glenfarne Announces Over $115 Billion of Strategic Partner Interest for Alaska LNG - https://t.co/vmYKZOjPIp Glenfarne Announces Over $115 Billion of Strategic Partner Interest for Alaska LNG - https://t.co/vmYKZOjPIp"
X Link 2025-06-03T20:52Z [---] followers, [----] engagements
"@U308Andy Its approaching $AEE with its market cap. Either this is expensive or AEE is cheap"
X Link 2025-06-09T15:46Z [---] followers, [---] engagements
"Current #uranium portfolio: $AEE Aura Energy $BSK BlueSky Uranium $CXU Cauldron Energy $FSY Forsys Metals $GLO Global Atomic $WUC Western Uranium & Vanadium"
X Link 2026-01-15T19:24Z [---] followers, [---] engagements
"Started reviewing #copper juniors below is the overview of ones I looked at so far. What are some other copper #Miners Ideally PFS/FS stage. $OCO $QML $WCU $MARI $HCH $ASCU $LA $FDY $ATCU"
X Link 2024-10-24T12:06Z [---] followers, [----] engagements
"#lithium portfolio: $CRE Critical Elements Lithium avg.px: [---] $EMH European Metals Hold avg.px: 9p $GLN Galan Lithium avg.px: [----] $GT1 Green Technogy Metals avg.px: [-----] $LI American Lithium avg.px: [----] $SGML Sigma Lithium avg.px: [----] $WR1 Winsome Resources avg.px: 0.146"
X Link 2026-01-16T14:52Z [---] followers, [---] engagements
"Entered $FSY Forsys Metals. New addition to the #uranium portfolio"
X Link 2025-12-30T15:26Z [---] followers, [---] engagements
"$AEE $AURA.L Aura Energy Listing #Swedish #uranium project Haggan separately in Canada retaining 78.7% ownership. Finally some value unlock for the company"
X Link 2026-01-22T22:01Z [---] followers, [---] engagements
"NOTES Well known neighbors at Olaroz salar (Allkem Lithium Argentina) Fresh PEA (October 2023) Capital raise imminent"
X Link 2024-03-01T09:48Z [---] followers, [--] engagements
"HMN Li Project Sale for up to US$62 Million $LIS #LithiumSouth https://www.lithiumsouth.com/posts/hmn-li-project-sale-for-up-to-us62-million/ https://www.lithiumsouth.com/posts/hmn-li-project-sale-for-up-to-us62-million/"
X Link 2025-07-30T14:26Z [---] followers, [---] engagements
"$EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme"
X Link 2026-01-22T17:34Z [---] followers, [---] engagements
"JFC this escalated quickly $EMN #manganese Two +55% days back to back $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme https://t.co/HeDpBnGcKL $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together"
X Link 2026-01-23T21:45Z [---] followers, [---] engagements
"@Kacper_PK_CH Do you have a view of PLN vs. Euro Poland hoarding a lot of gold plus Poland could challenge the bigger wester EU economies. I also see a lot of poeple leaving the west for Poland"
X Link 2026-01-25T09:28Z [---] followers, [---] engagements
"@capitalistexp If you missed Altria $MO in 80s dont miss $BTU today"
X Link 2021-06-24T07:43Z [---] followers, [--] engagements
"@BambroughKevin Seems like short sighted views. If you did not want to transact with mass murder regimes you would not do business with the US China etc. Also I dont understand this "Putin bad" narrative events happening today are culmination of events from past years (NATO expansion"
X Link 2022-03-29T07:20Z [---] followers, [--] engagements
"How to value PANR The company aims to achieve a value of 5-10 USD per recoverable barrel of oil as stated by the executive chairman David Hobbs (more on him later)"
X Link 2023-12-02T14:37Z [---] followers, [--] engagements
"For comparison Oil Search's acquisition of a stake in the Pikka unit from Armstrong priced contingent resources acquired at $3.1 per barrel in [----] with oil in the high $40s"
X Link 2023-12-02T14:37Z [---] followers, [--] engagements
"@calvinfroedge you can get that also through $VXTR and you get other RE tech as a side forclosure was doing [---] mil prior to 2020"
X Link 2024-01-05T08:56Z [---] followers, [---] engagements
"Here is a cheat sheet for investors looking at #Lithium looking to get up to speed with the lingo. $LKE $SYA $CXO $AGY $ALB $SQM $PLS Two main types of lithium deposits: [--]. Hard rock [--]. Brines"
X Link 2024-01-18T17:59Z [---] followers, [----] engagements
"Galan Lithium $GLN.AX $GLNLF $9CH #lithium first look overview. Argentina lithium projects: Hombre Muerto West (HMW) development flagship project Candelas - PEA Australia lithium project: Greenbushes South exploration"
X Link 2024-01-26T16:16Z [---] followers, [----] engagements
"Arizona Lithium $AZL.AX $AZLAF $AZL.XA #lithium #mining Lithium mining developer with [--] North American projects. PRAIRIE - Canada BIG SANDY - Arizona"
X Link 2024-02-02T12:35Z [---] followers, [---] engagements
"Critical elements $CRE.V $CRECF Canadian junior miner with project in Canada"
X Link 2024-02-07T15:34Z [---] followers, [---] engagements
"Frontier Lithium $FL.V $LITOF Canadian junior-miner with large deposits. Projects: PAK (Canada) SPARK (Canada)"
X Link 2024-02-15T13:05Z [---] followers, [---] engagements
"PAK Type: Hard rock Stage: PFS Ownership: 100% Resource: 54.6Mt@1.47% Li2O = [----] Mt LCE Mineral Resouce (PAK + SPARK combined above ground only) Costs: OPEX US$ 7433/t Capacity: 12520tpa of Li Hydroxide + 7360tpa Li Carbonate"
X Link 2024-02-15T13:05Z [---] followers, [--] engagements
"CapEx: US$ 1044M NPV: post-tax US$ 1739M (assumptions Li Hydroxide US$22000t) Production: [----] Funding: not funded"
X Link 2024-02-15T13:05Z [---] followers, [--] engagements
"Green Technology Metals $GT1.AX $GTMLF ASX listed #lithium junior-miner with [--] projects in Canada SEYMOUR (CANADA) ROOT (CANADA) These two projects are combined in the recent Preliminary Economic Assessment (December 2023)"
X Link 2024-02-23T11:13Z [---] followers, [---] engagements
"AMERICAN LITHIUM $AMLI $LI.V $AMLM Canadian based junior-miner with #lithium projects in Nevada and Peru. Comes with a #uranium project in Peru. TLC (NEVADA) FALCHANI (PERU)"
X Link 2024-02-29T11:27Z [---] followers, [----] engagements
"LITHIUM IONIC $LTH.V $LTHCF Will LTH replicate the success of its bigger brother Sigma Lithium $SGML BANDEIRA (Brazil Part of Itinga properties) - flagship SALINAS Properties (Brazil)"
X Link 2024-03-11T14:10Z [---] followers, [---] engagements
"For anyone following $VXTR $VXTRF below is an interview with the CEO Gary Yeoman. For those not following could be an interesting bottom fishing idea of company that seems to be turning around. Voxtur - Call with Gary Yeoman https://www.youtube.com/watchv=cOVhOZpIaLU https://www.youtube.com/watchv=cOVhOZpIaLU"
X Link 2024-06-21T09:28Z [---] followers, [---] engagements
"#lithium watchlist updated will add European Metals Holding $EMH. Post suggetions of additions in the comments. $ALL $SYA $GLN $AZL $AGY $CRE $LIS $KOD $LKE $FL $GT1 $AMLI $LCE $LTH"
X Link 2024-06-26T10:02Z [---] followers, 15.1K engagements
"Some more $EMH at 8GBp hoping to see 6.5GBp this cycle low. Added today at 9GBp ready to add lower again. Added today at 9GBp ready to add lower again"
X Link 2024-10-10T13:13Z [---] followers, [---] engagements
"Full $44B #AlaskaLNG project with the export facility will be developed. The supplier of the first low-CO2 gas into the pipeline is Great Bear Patheon Alaska subsidiary of Pantheon Resources $PANR $PTHRF. Massive. $panr #panr Alaska LNG From a concept to a reality @contrarian8888 @SStapczynski @James56487175 @DoombergT @PantheonResour1 @markets https://t.co/tsseKKGYSU $panr #panr Alaska LNG From a concept to a reality @contrarian8888 @SStapczynski @James56487175 @DoombergT @PantheonResour1 @markets https://t.co/tsseKKGYSU"
X Link 2025-01-07T08:03Z [---] followers, [---] engagements
"$PANR Pantheon Resources Sole supplier of gas for Stage [--] #AlaskaLNG pipeline. Potential for debt financing of Aphun field development potentially holding 900mmbls of conv oil right under TAPS backed by gas offtake. https://www.sullivan.senate.gov/newsroom/press-releases/president-trump-announces-joint-venture-on-alaska-lng-project-with-japan https://www.sullivan.senate.gov/newsroom/press-releases/president-trump-announces-joint-venture-on-alaska-lng-project-with-japan"
X Link 2025-02-08T13:08Z [---] followers, [----] engagements
"$PANR Patheon Resources issues US$30.5 million convertible bond to replace existing CB with 12.5M outstanding balance with repayment at maturity 3/2028. David Hobbs Executive Chairman ofPantheon Resources said: TLDR: FU Shorts https://www.londonstockexchange.com/news-article/PANR/convertible-bond-of-us-30-5-million/16908050 https://www.londonstockexchange.com/news-article/PANR/convertible-bond-of-us-30-5-million/16908050"
X Link 2025-02-20T12:58Z [---] followers, [---] engagements
"$EMH up 58% in a day so far. Lowest tranche bought at 6p"
X Link 2025-03-25T13:29Z [---] followers, [---] engagements
"Entered $WUC today"
X Link 2025-07-08T15:55Z [---] followers, [---] engagements
"Ageing pretty well $AEE vs. $AGE @KaizerSauzey I dont disagree but Tiris will be in production sooner cashflowing and getting valued based on that CF. I like that $AGE is cashed up so they are in the good place but man 2x MC compared to $AEE really @KaizerSauzey I dont disagree but Tiris will be in production sooner cashflowing and getting valued based on that CF. I like that $AGE is cashed up so they are in the good place but man 2x MC compared to $AEE really"
X Link 2025-08-08T14:30Z [---] followers, [---] engagements
"With coal coming back down to earth sitting around USD110/ton I put together a small list of miners Let me know any other plays in the sector preferably micro-small caps that are close to lows #coal #coaltwitter #coalenergy"
X Link 2025-11-07T13:52Z [---] followers, [---] engagements
"coal price of USD200/t used for all in the list"
X Link 2025-11-07T13:53Z [---] followers, [--] engagements
"Global Atomic $GLO $GLATF #uranium DASA is going to get build its too good of a project. Naysayers are mad they sold the bottom now hoping to get in. The U.S. development Bank has confirmed that funding for Dasa was reviewed by its Credit Committee and forwarded to the Investment Committee for review. We expect further updates from the Bank in the new year to confirm their review and approval timelines. https://t.co/0H8H0oBpML The U.S. development Bank has confirmed that funding for Dasa was reviewed by its Credit Committee and forwarded to the Investment Committee for review. We expect"
X Link 2025-12-12T08:06Z [---] followers, [----] engagements
"Talk about #roundtrip in #CyclicalStock -90% intra-cycle comes only with special kind of hate. Sitting pretty with average CAD$0.60 Cannot wait for $GLO to be popular again at CAD$2.5 Global Atomic $GLO $GLATF #uranium DASA is going to get build its too good of a project. Naysayers are mad they sold the bottom now hoping to get in. Global Atomic $GLO $GLATF #uranium DASA is going to get build its too good of a project. Naysayers are mad they sold the bottom now hoping to get in"
X Link 2025-12-12T08:44Z [---] followers, [----] engagements
"Entered $BSK Blue Sky Uranium at 4.5c. Dusting up the #uranium portfolio for 2026"
X Link 2025-12-30T07:43Z [---] followers, [---] engagements
"@GreenOriginInv Does it not trade for like 25% of the NPV Would not call that mind boggling"
X Link 2026-01-06T16:55Z [---] followers, [--] engagements
"@ballsmeep This reminds me of BTU in [----] puts BK fears to sleep this is actually bullish should #vanadium bull come later this year"
X Link 2026-01-08T13:35Z [---] followers, [----] engagements
"$LGO Largo Knee jerk reaction of most investors on ATM is usually bearish. However when priced for bankruptcy ATM converts short term option into a LEAP. If one expects #vanadium prices to recover this is how 10baggers are made. Similar to $BTU from [----]. @ballsmeep This reminds me of BTU in [----] puts BK fears to sleep this is actually bullish should #vanadium bull come later this year. @ballsmeep This reminds me of BTU in [----] puts BK fears to sleep this is actually bullish should #vanadium bull come later this year"
X Link 2026-01-10T16:19Z [---] followers, [----] engagements
"$GLO Global Atomic Unpopular opinion. The raise is: A. Prudent B. DFC requirement A. You raise money when you can. Instead of gambling and waiting for DFC outcome you raise after SP doubled in anticipation. B. PP could be a DFC requirement"
X Link 2026-01-13T10:00Z [---] followers, [----] engagements
"The bullish vs. bearing view comes down to what your average SP is. There is a lot of bitchin from guys who were buying the blue sky hype in [----] and after. Looking from the 60c average POV this is not a disaster even though it reduces the upside potential. $GLO Global Atomic Unpopular opinion. The raise is: A. Prudent B. DFC requirement A. You raise money when you can. Instead of gambling and waiting for DFC outcome you raise after SP doubled in anticipation. B. PP could be a DFC requirement $GLO Global Atomic Unpopular opinion. The raise is: A. Prudent B. DFC requirement A. You raise money"
X Link 2026-01-13T10:03Z [---] followers, [---] engagements
"I've had a good fortune on #Czech #lithium project #Cinovec held by $EMH. First avg.px 6p sold the first pump reentered at 9p and holding. Will I have the same fortune on #manganese project #chvaletice held by Euro Manganese $EMN Entered at 0.165"
X Link 2026-01-16T14:57Z [---] followers, [---] engagements
"@SikanderMo Correction 6.5p was the lowest buy out of the bunch not average price. [----] is impressive"
X Link 2026-01-16T20:58Z [---] followers, [--] engagements
"Bought a bit of $GUE at A5.1c"
X Link 2024-08-21T06:01Z [---] followers, [---] engagements
"@GreenOriginInv I think $VUL is going to massively underperform 13%IRR around 750m NPV (VULs 73% stake post raise). Customers and lenders will benefit shareholders not so much"
X Link 2025-12-03T20:46Z [---] followers, [---] engagements
"$GLN $GLN.AX Galan Lithium Well positioned to take advantage of the rising #lithium prices. Boy was there a lot of experts making fun of them rejecting 150M and 240M offers as undervalued. Current market cap: AUD 524M"
X Link 2026-01-21T11:36Z [---] followers, [----] engagements
"@UDiamondBalls Paper hands"
X Link 2026-01-27T20:59Z [---] followers, [--] engagements
"Libertarianism is the crazy idea that human beings might be capable of constructing roads without giving more than half of everyone's time and effort to warmongering cannibal pedophiles"
X Link 2026-02-08T14:41Z 100.9K followers, 51.8K engagements
"Havent made a post on giving my thoughts on the lithium market in a while because my thoughts really haven't changed that much since the last one. Some new(ish) ideas have appeared over the last several months which add to the doom and gloom of the market. Ive been tagged in a lot of posts so thought I might give my thoughts on them whilst i sip my morning coffee. [--]. Market manipulation by China to suppress the development of western lithium projects. Fun fact: The Chinese have never turned down an Australian offtake. Why Its a simple formula really flood the market with cheap lithium to bide"
X Link 2024-12-13T02:37Z [----] followers, 74.7K engagements
"The positive momentum for Swedish uranium mining continues in line with the governments policy of regenerating the countrys nuclear power industry. On January [--] this year the Mineral Act was amended to remove the national ban on uranium exploration and mining. Yesterday the Swedish government announced that it would next be modernizing the Nuclear Act to declassify uranium mining as a nuclear facility. The government has made clear that its primary intent in the legislation is to remove the existing municipal veto on uranium mining. The current veto potentially affords a small group a veto"
X Link 2026-02-06T17:32Z [----] followers, [----] engagements
"RT @Alexsei88: My guess is that a 100% increase in the vanadium price would mean a 10x increase in Largos share price. But enough about v"
X Link 2026-02-06T16:44Z [---] followers, [--] engagements
"My guess is that a 100% increase in the vanadium price would mean a 10x increase in Largos share price. But enough about vanadium for now - Ill get back to focusing on tungsten. #Vanadium $LGO #Tungsten China hasnt really liked the idea of the U.S. and other Western countries setting up strategic raw-material stockpiles for crises because that would weaken Chinas leverage. Its possible that China may also add vanadium to the next round of export restrictions. #Vanadium $LGO https://t.co/344d0mIMHx China hasnt really liked the idea of the U.S. and other Western countries setting up strategic"
X Link 2026-02-06T15:52Z [----] followers, [----] engagements
"China hasnt really liked the idea of the U.S. and other Western countries setting up strategic raw-material stockpiles for crises because that would weaken Chinas leverage. Its possible that China may also add vanadium to the next round of export restrictions. #Vanadium $LGO Olen aika varma ett Largon ATM on taas tnn aktiivisena joten kteist tulee pankkitilille yhten kyrpn. Tosin kyll sit Largolla meneekin. #Vanadium $LGO Olen aika varma ett Largon ATM on taas tnn aktiivisena joten kteist tulee pankkitilille yhten kyrpn. Tosin kyll sit Largolla meneekin. #Vanadium $LGO"
X Link 2026-02-06T15:49Z [----] followers, [----] engagements
"US vanadium up today from 530% to 839% in the last [--] months. That's another +3% today"
X Link 2026-02-05T12:43Z [----] followers, [----] engagements
"RT @mineralstocks: @Valarian11's find: US DoD partially-redacted file reads "they Largo $LGO are the largest supplier of aerospace grade"
X Link 2026-02-04T19:20Z [---] followers, [--] engagements
"@Valarian11's find: US DoD partially-redacted file reads "they Largo $LGO are the largest supplier of aerospace grade V2O5 to the US. For reason beyond Largo's control they are in danger of going out of business. This would greatly strain the redacted" Bankruptcy risk gone๐ im surprised this didnt make the rounds more. if you read the fine print you will understand why i am very long im surprised this didnt make the rounds more. if you read the fine print you will understand why i am very long"
X Link 2026-02-04T16:56Z [----] followers, [----] engagements
"im surprised this didnt make the rounds more. if you read the fine print you will understand why i am very long A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp"
X Link 2026-02-04T16:35Z [----] followers, 25.5K engagements
"Sigma Lithium Highlights the Issuance of an Official Technical Statement Declaring the Safety of Its Waste Piles by Brazils National Mining Agency Press Release: https://sigmalithiumcorp.com/sigma-lithium-highlights-the-issuance-of-an-official-technical-statement-declaring-the-safety-of-its-waste-piles-by-brazils-national-mining-agency/ https://sigmalithiumcorp.com/sigma-lithium-highlights-the-issuance-of-an-official-technical-statement-declaring-the-safety-of-its-waste-piles-by-brazils-national-mining-agency/"
X Link 2026-02-04T11:47Z [----] followers, [----] engagements
"Seems good news for $LGO Largo Inc A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐ https://t.co/3SR58TYOxp"
X Link 2026-02-03T20:10Z [---] followers, [---] engagements
"A fixed price US DoD contract for vanadium pentoxide coming to $LGO. The price better be good ๐"
X Link 2026-02-03T19:36Z [----] followers, 28K engagements
"Gavin Andresen (@gavinandresen) and all the big blockers were right. BTC has been infiltrated and crippled. BCH saved Bitcoin. http://Hijackingbitcoin.com http://Hijackingbitcoin.com"
X Link 2026-02-02T08:36Z [----] followers, 17.1K engagements
"Gold advanced toward $2000 in [----] at a very fast pace then when reflation started it roughly stabilized with a floor around $1700. Silver followed a similar pattern. What we saw after was a strong rotation into other commodities such as copper and oil. It doesnt have to happen nothing really does but it would follow the typical late-cycle path. https://twitter.com/i/web/status/2017236544994611266 https://twitter.com/i/web/status/2017236544994611266"
X Link 2026-01-30T14:00Z 13.8K followers, [----] engagements
"Numerco Spot #uranium US$101.50 /Lb (+$1.50 +1.48%) U3O8 #U3O8 as reported by Thu [--] Jan [----] 19:25:11 GMT https://numerco.com/dashboard/ https://numerco.com/dashboard/"
X Link 2026-01-29T19:25Z [---] followers, [----] engagements
"Galan Lithium having it all ๐ฏ Right place โ
Argentina (Trade deals with USA and EU ) ๐ฏ Right partner โ
USA ๐ฏ lithium bull market โ
๐ฏ going production in the next months โ
๐ ๐ฏglobal top [--] asset + highest grade โ
๐ฏ + 40.000.000 AUD cashโ
$GLN $gln.ax"
X Link 2026-01-29T02:50Z [---] followers, [----] engagements
"Lets do silver just in yellow #uranium Numerco Spot #uranium US$92.38 /Lb (+$2.25 +2.44%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Tue [--] Jan [----] 19:19:54 GMT Numerco Spot #uranium US$92.38 /Lb (+$2.25 +2.44%) U3O8 #U3O8 as reported by https://t.co/ZKbLwsQBZ9 Tue [--] Jan [----] 19:19:54 GMT"
X Link 2026-01-27T20:55Z [---] followers, [---] engagements
"Numerco Spot #uranium US$92.38 /Lb (+$2.25 +2.44%) U3O8 #U3O8 as reported by Tue [--] Jan [----] 19:19:54 GMT https://numerco.com/dashboard/ https://numerco.com/dashboard/"
X Link 2026-01-27T19:19Z [---] followers, [----] engagements
"LMFP #lithium #manganese #iron #phosphate Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://t.co/oHS0voAJxw Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://t.co/oHS0voAJxw"
X Link 2026-01-26T08:58Z [---] followers, [---] engagements
"Geely the giant on BYDs heels isnt promising solid-state someday its producing one in [----]. #LMFP all-solid-state 15% higher energy density vehicle-tested in-house. This is how China wins: incremental gains scaled fast. Not hype. Execution. https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky https://electrek.co/2026/01/25/volvo-parent-geely-set-to-produce-its-first-solid-state-battery-this-year/utm_source=dlvr.it&utm_medium=bluesky"
X Link 2026-01-26T03:15Z [----] followers, [----] engagements
"JFC this escalated quickly $EMN #manganese Two +55% days back to back $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme https://t.co/HeDpBnGcKL $EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together"
X Link 2026-01-23T21:45Z [---] followers, [---] engagements
"$EMN doing some heavy lifting today. News I found is $NUKV Nuclear Vision acquiring #manganese projects in the neighboring Slovakia. Slovakia was chosen by chinese Gotion to host a battery gigafactory. Seems #EU getting its isht together re resources will be a theme"
X Link 2026-01-22T17:34Z [---] followers, [---] engagements
"$AEE $AURA.L Aura Energy Listing #Swedish #uranium project Haggan separately in Canada retaining 78.7% ownership. Finally some value unlock for the company"
X Link 2026-01-22T22:01Z [---] followers, [---] engagements
"$EMN.v @EuroManganese "Europe's most strategic Manganese deposit." [--] bagger should be a lock"
X Link 2026-01-22T18:02Z 23.9K followers, 42.9K engagements
"While many in #uranium continually trumpet the same names in a seeming echo chamber $AEE $AURA.L which does effectively no IR unfortunately has one of the best shareholder registers and pre-prod projects in the world. Good odds to be bought after DFC deal & FID"
X Link 2026-01-22T08:31Z [----] followers, [----] engagements
"$GLN $GLN.AX Galan Lithium Well positioned to take advantage of the rising #lithium prices. Boy was there a lot of experts making fun of them rejecting 150M and 240M offers as undervalued. Current market cap: AUD 524M"
X Link 2026-01-21T11:36Z [---] followers, [----] engagements
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/creator/twitter::roundtripCapMan