#  @tahirtsn Tahir Tosun 🇹🇷🇦🇺 Tahir Tosun 🇹🇷🇦🇺 posts on X about copper, $hgoax, in the, $yalax the most. They currently have [------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::214075723/interactions)  - [--] Week [---] -1.10% - [--] Month [-----] +99% - [--] Months [-----] +405% - [--] Year [-----] -51% ### Mentions: [--] [#](/creator/twitter::214075723/posts_active)  - [--] Month [--] +60% - [--] Months [--] +400% - [--] Year [--] no change ### Followers: [------] [#](/creator/twitter::214075723/followers)  - [--] Week [---] -2.80% - [--] Month [---] +24% - [--] Months [---] +44% - [--] Year [---] +58% ### CreatorRank: undefined [#](/creator/twitter::214075723/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [gaming](/list/gaming) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [technology brands](/list/technology-brands) **Social topic influence** [copper](/topic/copper), [$hgoax](/topic/$hgoax), [in the](/topic/in-the), [$yalax](/topic/$yalax), [$eqrax](/topic/$eqrax), [balance sheet](/topic/balance-sheet), [balance](/topic/balance), [$eqr](/topic/$eqr), [$cymax](/topic/$cymax), [china](/topic/china) **Top accounts mentioned or mentioned by** [@respeculator](/creator/undefined) [@ardaarkun](/creator/undefined) [@mfwarder](/creator/undefined) [@agcmoneyofmine](/creator/undefined) [@yellowlablife](/creator/undefined) [@joshyoung1](/creator/undefined) [@tradedollarnut](/creator/undefined) [@dondurrett](/creator/undefined) [@captainroyen](/creator/undefined) [@wallstdiaries](/creator/undefined) [@twinturboce1ica](/creator/undefined) [@realdonaldtrump](/creator/undefined) **Top assets mentioned** [Equity Residential (EQR)](/topic/$eqr) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Peabody Energy Corporation (BTU)](/topic/$btu) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) ### Top Social Posts Top posts by engagements in the last [--] hours "@mfwarder What about whc It looks very attractive after the acquisition. 70% met 30% thermal" [X Link](https://x.com/tahirtsn/status/1778507085598339110) 2024-04-11T19:35Z [--] followers, [---] engagements "@ardaarkun Peabody or arch look cheaper" [X Link](https://x.com/tahirtsn/status/1785629446516682817) 2024-05-01T11:16Z [---] followers, [---] engagements "@ardaarkun Thanks for the reply. $BTU looks good not sure why Mohnish pabrai did not add any $Btu maybe he will in upcoming quarter. Any idea on Australian marketin my opinion $whc looks attractive after the met coal asset acquisition" [X Link](https://x.com/tahirtsn/status/1785633757774684167) 2024-05-01T11:33Z [--] followers, [---] engagements "@respeculator I think $PRU is cheaper than both. I was a bit worried that #RSG's operations in Mali so I exited" [X Link](https://x.com/tahirtsn/status/1794248884988129392) 2024-05-25T06:07Z [---] followers, [---] engagements "@agcmoneyofmine $btg quarterly today 😂" [X Link](https://x.com/tahirtsn/status/1854410686102983078) 2024-11-07T06:28Z [---] followers, [--] engagements "@YellowLabLife Holding $amr and $hcc. Has been painful month :)" [X Link](https://x.com/tahirtsn/status/1868789568776159476) 2024-12-16T22:45Z [--] followers, [---] engagements "@Josh_Young_1 $DVN in q3 call management mentioned they will cut special dividend and use it for buybacks since they think the stock is undervalued. They returned almost $2b during [----] to shareholders so with $20b market cap it looks attractive to me" [X Link](https://x.com/tahirtsn/status/1873168112536944844) 2024-12-29T00:44Z [--] followers, [----] engagements "@tradedollarnut Just trying to understand how does straight line work for Amr if we have positive met prices" [X Link](https://x.com/tahirtsn/status/1876476130984939779) 2025-01-07T03:49Z [--] followers, [---] engagements "#ccola: market cap [---] billion try #aefes: market cap [--] billion try Efes holds %50 of #ccola( currently worths [----] billion try) so beer business of efes only worths [----] billion" [X Link](https://x.com/tahirtsn/status/1879127315441230322) 2025-01-14T11:23Z [--] followers, [---] engagements "#alka market cap - [--] billion try #alkim market cap - [---] billion try Alkim holds 80% of Alka (roughly [---] billion try). Alkim has also other operations which is valued at zero in current market" [X Link](https://x.com/tahirtsn/status/1879129173681410335) 2025-01-14T11:31Z [--] followers, [---] engagements "Playing with numbers for #ccola Market cap: $4.8 billion Free cash flow: $500 million for the year Growth rate: %5 Cost of capital: %12 Value of equity:$10 billion (based on the assumptions above) Fair value: $3.5 Current share price: $1.7" [X Link](https://x.com/tahirtsn/status/1882355041371349096) 2025-01-23T09:09Z [--] followers, [--] engagements "I bought $btg when gold price was $2000. SP was around $2.60 they used to pay $0.04 dividend per share each quarter. Now gold price is $2780 SP of $btg is $2.44 and they cut dividend to $0.02 and they issued convertible notes :) seriously why gold miners are hated 😂" [X Link](https://x.com/tahirtsn/status/1885125142277480889) 2025-01-31T00:37Z [--] followers, [--] engagements "@DonDurrett I came across a company called Native Mineral Resources Holdings Limited (ASX: NMR) and was curious about its potential. Do you know much about it" [X Link](https://x.com/tahirtsn/status/1932775524356743560) 2025-06-11T12:22Z [--] followers, [--] engagements "@respeculator Thoughts on $TER.AX They did well in last cycle" [X Link](https://x.com/tahirtsn/status/2011927970475360635) 2026-01-15T22:26Z [---] followers, [---] engagements "@respeculator Thanks $yal.ax is better play I guess" [X Link](https://x.com/tahirtsn/status/2011930315871469714) 2026-01-15T22:35Z [---] followers, [--] engagements "From $YAL.AX latest report $2.1bn cash on balance sheet. Long-term real coal price assumptions: Met coal: US$134233/t Thermal: US$72130/t On these modest assumptions DCF implies $9.2bn of asset value. Current EV is $5.4bn" [X Link](https://x.com/anyuser/status/2015617382547705925) 2026-01-26T02:46Z [---] followers, [---] engagements "@CaptainRoyen $amr makes more sense to me in the current market" [X Link](https://x.com/tahirtsn/status/1894595534041878983) 2025-02-26T03:49Z [--] followers, [---] engagements "@WallStDiaries ben biraz aldim bakalim:)" [X Link](https://x.com/tahirtsn/status/1980566141933351429) 2025-10-21T09:25Z [--] followers, [---] engagements "Thanks Mark your posts put $EQR.AX on my radar. I took a position and Im nicely up so far. Appreciate you sharing your on the ground view. Special thanks to @respeculator for the deep dive analysis. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just in #tungsten but in a seriously good management team. $EQR Up 130% since October I am targeting a further 3x for [----]. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just" [X Link](https://x.com/anyuser/status/2001930967406252187) 2025-12-19T08:21Z [---] followers, [---] engagements "@respeculator @TwinTurboCe1ica $asm.ax capital raised $1.20 two months ago now trading at $0.78🤔" [X Link](https://x.com/tahirtsn/status/2010587509500297699) 2026-01-12T05:39Z [--] followers, [---] engagements "@respeculator Any chances in your opinion about #29m" [X Link](https://x.com/tahirtsn/status/2014130365359923576) 2026-01-22T00:17Z [--] followers, [---] engagements "$yal.ax I am back" [X Link](https://x.com/tahirtsn/status/2005450526981566655) 2025-12-29T01:27Z [---] followers, [---] engagements "I hold $cym.ax $hgo.ax and recently bought in to #29m I guess if copper goes higher $hgo.ax can outperform #Copper breaking higher - up $800 to $13900 https://t.co/S8RN7PCmqh #Copper breaking higher - up $800 to $13900 https://t.co/S8RN7PCmqh" [X Link](https://x.com/tahirtsn/status/2016731800652173568) 2026-01-29T04:35Z [--] followers, [--] engagements "I summarized the IEAs latest Electricity report in Biggest takeaway: demand is accelerating into [----] and grids are the bottleneck which keeps me bullish on my copper bets. $HGO.AX $CYM.AX #29m https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/2019697952307159382) 2026-02-06T09:01Z [---] followers, [---] engagements "#29m directors buying Last [--] weeks: directors bought [------] shares = $320.4k total avg $0.4577. MarketIndex view was messy so I summed the filings manually. #29M" [X Link](https://x.com/anyuser/status/2022262842863542734) 2026-02-13T10:53Z [---] followers, [---] engagements "ASX = a tale of two cities 📉📈 1) Growth/Healthcare laggards (still near lows) Ticker Price 52W H 52W L Drop From Low [-----] [------] [-----] -66% +5% [------] [------] [------] -65% +0% [----] [-----] [----] -65% +2% [-----] [------] [-----] -63% +2% [-----] [-----] [-----] -61% +47% [-----] [-----] [-----] -53% +0% [------] [------] [------] -46% +0% 2) Materials/Energy doing better (well off lows) Ticker Price 52W H 52W L Drop From Low [-----] [-----] [----] -27% +143% [-----] [-----] [----] -19% +197% [----] [----] [----] -17% +29% [-----] [-----] [----] -13% +135% [----] [----] [----] -10% +102% [-----] [-----] [-----] -9% +61% [-----] [-----] [-----] -3% +54% 169.74" [X Link](https://x.com/anyuser/status/2022875207082377467) 2026-02-15T03:26Z [---] followers, [--] engagements "#29m directors buying Last [--] weeks: directors bought [------] shares = $320.4k total avg $0.4577. MarketIndex view was messy so I summed the filings manually. #29M" [X Link](https://x.com/anyuser/status/2022262842863542734) 2026-02-13T10:53Z [---] followers, [---] engagements "I summarized the IEAs latest Electricity report in Biggest takeaway: demand is accelerating into [----] and grids are the bottleneck which keeps me bullish on my copper bets. $HGO.AX $CYM.AX #29m https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/2019697952307159382) 2026-02-06T09:01Z [---] followers, [---] engagements "Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re-industrialization of the United States' economy. Today mining as a sector only represents 1% of the S&P500. However with your leadership and the Project Vault initiative I am super excited for the future of this incredible industry in America and its future impact for the American economy. https://twitter.com/i/web/status/2018474859567706155 https://twitter.com/i/web/status/2018474859567706155" [X Link](https://x.com/anyuser/status/2018474859567706155) 2026-02-03T00:01Z 38.5K followers, 315.9K engagements "From $YAL.AX latest report $2.1bn cash on balance sheet. Long-term real coal price assumptions: Met coal: US$134233/t Thermal: US$72130/t On these modest assumptions DCF implies $9.2bn of asset value. Current EV is $5.4bn" [X Link](https://x.com/anyuser/status/2015617382547705925) 2026-01-26T02:46Z [---] followers, [---] engagements "If coal prices have indeed bottomed the valuation gap looks meaningful. As the sensitivity table shows even a +10% move in coal prices adds $3bn to recoverable value" [X Link](https://x.com/anyuser/status/2015671159812211124) 2026-01-26T06:20Z [---] followers, [--] engagements "Probably dumb maths but Using Yancoals sensitivity table I get $8.60/sh base case vs $5.68 today (51% discount). +10% coal = $10.9/sh +20% coal = $13.1/sh" [X Link](https://x.com/anyuser/status/2015675730416504840) 2026-01-26T06:38Z [---] followers, [--] engagements "$EQR #tungsten I dont think I could have tipped this anymore than I did. All the way from 3c in only [--] months. With China about TO BUILD A TUNGSTEN STOCKPILE and US likely to follow suit my new price target is up from 20c to 50c For EQR and $2000 per MTU for APT" [X Link](https://x.com/anyuser/status/2014249340122829004) 2026-01-22T08:10Z 14.5K followers, 19.5K engagements "RT @respeculator: We're at about stage [---]. we 're moving to stage [--] over next 18mths with a bit of capital $SBM.AX" [X Link](https://x.com/anyuser/status/2013823647279145375) 2026-01-21T03:59Z [---] followers, [--] engagements "We're at about stage [---]. we 're moving to stage [--] over next 18mths with a bit of capital $SBM.AX Now run this at A$6400/oz (it's A$1bn pa). stock trades at A$750m. bUh tHe MaNaGeMeNt TeAm $SBM.AX Now run this at A$6400/oz (it's A$1bn pa). stock trades at A$750m. bUh tHe MaNaGeMeNt TeAm $SBM.AX" [X Link](https://x.com/anyuser/status/1978394791323881853) 2025-10-15T09:37Z 20.7K followers, [----] engagements "Now run this at A$6400/oz (it's A$1bn pa). stock trades at A$750m. bUh tHe MaNaGeMeNt TeAm $SBM.AX" [X Link](https://x.com/anyuser/status/1977950724853211315) 2025-10-14T04:12Z 20.7K followers, 15.8K engagements "RT @respeculator: I made all these numbers up as per usual. but is it possible for $EQR.AX to make A$200m in a US$100k/t #Tungsten price" [X Link](https://x.com/anyuser/status/2010545893968388270) 2026-01-12T02:54Z [---] followers, [--] engagements "I made all these numbers up as per usual. but is it possible for $EQR.AX to make A$200m in a US$100k/t #Tungsten price environment (currently US$65000/t) 🤷♂🤷♂🤷♂ The $EQR.AX guys do themselves no favours with regards to marketing themselves but let me try help them out here. (DYOR) The tungsten market is 80ktpa (US$5bn at US$65000/t spot px). 70ktpa of the 80ktpa is produced in China. The remaining 10ktpa (US$650m) is shown https://t.co/rSfXjvdAMy The $EQR.AX guys do themselves no favours with regards to marketing themselves but let me try help them out here. (DYOR) The tungsten market is" [X Link](https://x.com/anyuser/status/1977960517022212411) 2025-10-14T04:51Z 20.7K followers, 41.5K engagements "The $EQR.AX guys do themselves no favours with regards to marketing themselves but let me try help them out here. (DYOR) The tungsten market is 80ktpa (US$5bn at US$65000/t spot px). 70ktpa of the 80ktpa is produced in China. The remaining 10ktpa (US$650m) is shown below. $EQR.AX are attempting to be 3ktpa of that call it 10ktpa ex China market (25-30%). A doubling of the ex China price will cost those outside of China US$650m pa. Seems like a low price to pay for supply security and to incentivise new ex-China supply. 🤷♂🤷♂ All I can say is China produces +80% of the Worlds #tungsten and" [X Link](https://x.com/anyuser/status/1977291766736077152) 2025-10-12T08:34Z 20.7K followers, 39.2K engagements "Due to a surge in overseas RFQs for #Tungsten APT following the release of Chinas export control list in midDecember several major Chinese tungsten producers have suspended exports entirely. As I previously covered on X #China entered early December with approximately [----] days of tungsten inventory - a critically low level. At current demand levels this stockpile is unlikely to be sufficient if export demand continues so it will be stopped somewhere along the way. Market behaviour is already reflecting this tightness. Major tungsten producers in China have withdrawn from longterm contracts" [X Link](https://x.com/anyuser/status/2008352668272783820) 2026-01-06T01:39Z [----] followers, 25.9K engagements "I hold $cym.ax and $hgo.ax Welcome to [----] where therell be no major (150ktpa) new #copper mine put into production and where the worlds largest copper mine (Escondida) will experience a 400ktpa decline in production https://t.co/Hb1OAafzgY Welcome to [----] where therell be no major (150ktpa) new #copper mine put into production and where the worlds largest copper mine (Escondida) will experience a 400ktpa decline in production https://t.co/Hb1OAafzgY" [X Link](https://x.com/anyuser/status/2006877256241787253) 2026-01-01T23:56Z [---] followers, [----] engagements "Welcome to [----] where therell be no major (150ktpa) new #copper mine put into production and where the worlds largest copper mine (Escondida) will experience a 400ktpa decline in production This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper supply increased by [--] Mtpa We now need to add the same amount in just one decade. 1/3 of the time In the meantime: - 1990-2010: [---] large copper https://t.co/sXmsW1tP5T This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper" [X Link](https://x.com/anyuser/status/2006822740360310905) 2026-01-01T20:20Z 20.7K followers, 24.6K engagements "$yal.ax I am back" [X Link](https://x.com/tahirtsn/status/2005450526981566655) 2025-12-29T01:27Z [---] followers, [---] engagements "RT @respeculator: Copper now A$18000/t. balance sheet recapitalised and ops ramping at the right time. Torquey. $HGO.AX" [X Link](https://x.com/anyuser/status/2004444244933857455) 2025-12-26T06:48Z [---] followers, [--] engagements "Copper now A$18000/t. balance sheet recapitalised and ops ramping at the right time. Torquey. $HGO.AX Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense 1% CuEq but maaaybe this thing has a Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense 1%" [X Link](https://x.com/anyuser/status/2004411045147037751) 2025-12-26T04:36Z 20.7K followers, 13.1K engagements "Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense 1% CuEq but maaaybe this thing has a chance. Is in the Adelaide Hills so drive in workforce (dont need to fly feed & pay site/away from home wages) is maybe 30-40km to port has grid power (they are saying 14c/kWh AUD). The Met seems okay (94% recovery [---] micron grind). None of this probably overcomes the grade in UG mining situation even accounting for good ground" [X Link](https://x.com/anyuser/status/1982661384220619127) 2025-10-27T04:11Z 20.7K followers, 24.6K engagements "Thanks Mark your posts put $EQR.AX on my radar. I took a position and Im nicely up so far. Appreciate you sharing your on the ground view. Special thanks to @respeculator for the deep dive analysis. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just in #tungsten but in a seriously good management team. $EQR Up 130% since October I am targeting a further 3x for [----]. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just" [X Link](https://x.com/anyuser/status/2001930967406252187) 2025-12-19T08:21Z [---] followers, [---] engagements "I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just in #tungsten but in a seriously good management team. $EQR Up 130% since October I am targeting a further 3x for [----]. [----] tested focus and resilience at EQR. Global tungsten supply tightened and markets strengthened. Our teams delivered through disciplined execution safety and responsibility. A Sincere thank you to our employees contractors communities suppliers and stakeholders for https://t.co/775sOyimGf [----] tested focus and resilience at EQR." [X Link](https://x.com/anyuser/status/2001802789211824637) 2025-12-18T23:52Z 14.5K followers, 18.9K engagements "I vividly remember the [----] - [--] period post Y2K panic and the blow up of the TMT sector. Nasdaq dropped 80%. I bought base metals on every Nasdaq down day and every flat day metals went up. Made a fortune. Right now feels a lot like then. Buying #copper on every #Nvidia dip" [X Link](https://x.com/anyuser/status/1992235718400242142) 2025-11-22T14:16Z 14.5K followers, [----] engagements "#Copper #Freeport #Grasberg I am hearing rumours that there is a well informed article to come out saying Grasberg's block caving problems are worse than so far communicated. It may may not come back in [----]. I have no direct knowledge of this but I can say if this were to be the case the consequences for the copper market would be extremely bullish. Back in [----] the mega bull market was also kicked off by an accident at Grasberg" [X Link](https://x.com/anyuser/status/1986161691302793448) 2025-11-05T20:00Z 14.5K followers, 82.9K engagements "On Friday the S&P [---] (SPX) dropped 2.71% its largest single day decline since April after Trump announced 100% additional Tariffs on ChyNA and threatening to cancel a meeting with Xi. The SPX has now retraced to near its 40EMA Like I always say you can never predict when the next pullback/ correction will happen. It happens when you least expect it so you have to always be psychologically prepared for it and be ready to see opportunities when it happens While the timing is unpredictable. The movie is the same old movie with a predictable plot twist (like a slasher film) Step [--] : Trump will" [X Link](https://x.com/anyuser/status/1977177834276941993) 2025-10-12T01:01Z 65.1K followers, 57.2K engagements "The Stock Market is going through a pullback right now (a wave down after a wave up) and if you are an investor you are probably seeing a drawdown in your portfolio. How you feel and how you react to portfolio drawdowns will determine how profitable you will be in the long term. Here are a few useful psychological tips 1) No matter how great an investor you are you will experience your portfolio value going through temporary drawdowns. Legendary investor Peter Lynch who achieved +604% return in his 13-year career (beating the S&P [---] by 3X) saw his portfolio drop 27% to 56% several times" [X Link](https://x.com/anyuser/status/1899364384171843988) 2025-03-11T07:38Z 65.1K followers, 29.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tahirtsn Tahir Tosun 🇹🇷🇦🇺
Tahir Tosun 🇹🇷🇦🇺 posts on X about copper, $hgoax, in the, $yalax the most. They currently have [------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -1.10%
- [--] Month [-----] +99%
- [--] Months [-----] +405%
- [--] Year [-----] -51%
Mentions: [--] #
- [--] Month [--] +60%
- [--] Months [--] +400%
- [--] Year [--] no change
Followers: [------] #
- [--] Week [---] -2.80%
- [--] Month [---] +24%
- [--] Months [---] +44%
- [--] Year [---] +58%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks countries gaming travel destinations exchanges technology brands
Social topic influence copper, $hgoax, in the, $yalax, $eqrax, balance sheet, balance, $eqr, $cymax, china
Top accounts mentioned or mentioned by @respeculator @ardaarkun @mfwarder @agcmoneyofmine @yellowlablife @joshyoung1 @tradedollarnut @dondurrett @captainroyen @wallstdiaries @twinturboce1ica @realdonaldtrump
Top assets mentioned Equity Residential (EQR) Alpha Metallurgical Resources, Inc. (AMR) Peabody Energy Corporation (BTU) Warrior Met Coal, Inc. (HCC)
Top Social Posts
Top posts by engagements in the last [--] hours
"@mfwarder What about whc It looks very attractive after the acquisition. 70% met 30% thermal"
X Link 2024-04-11T19:35Z [--] followers, [---] engagements
"@ardaarkun Peabody or arch look cheaper"
X Link 2024-05-01T11:16Z [---] followers, [---] engagements
"@ardaarkun Thanks for the reply. $BTU looks good not sure why Mohnish pabrai did not add any $Btu maybe he will in upcoming quarter. Any idea on Australian marketin my opinion $whc looks attractive after the met coal asset acquisition"
X Link 2024-05-01T11:33Z [--] followers, [---] engagements
"@respeculator I think $PRU is cheaper than both. I was a bit worried that #RSG's operations in Mali so I exited"
X Link 2024-05-25T06:07Z [---] followers, [---] engagements
"@agcmoneyofmine $btg quarterly today 😂"
X Link 2024-11-07T06:28Z [---] followers, [--] engagements
"@YellowLabLife Holding $amr and $hcc. Has been painful month :)"
X Link 2024-12-16T22:45Z [--] followers, [---] engagements
"@Josh_Young_1 $DVN in q3 call management mentioned they will cut special dividend and use it for buybacks since they think the stock is undervalued. They returned almost $2b during [----] to shareholders so with $20b market cap it looks attractive to me"
X Link 2024-12-29T00:44Z [--] followers, [----] engagements
"@tradedollarnut Just trying to understand how does straight line work for Amr if we have positive met prices"
X Link 2025-01-07T03:49Z [--] followers, [---] engagements
"#ccola: market cap [---] billion try #aefes: market cap [--] billion try Efes holds %50 of #ccola( currently worths [----] billion try) so beer business of efes only worths [----] billion"
X Link 2025-01-14T11:23Z [--] followers, [---] engagements
"#alka market cap - [--] billion try #alkim market cap - [---] billion try Alkim holds 80% of Alka (roughly [---] billion try). Alkim has also other operations which is valued at zero in current market"
X Link 2025-01-14T11:31Z [--] followers, [---] engagements
"Playing with numbers for #ccola Market cap: $4.8 billion Free cash flow: $500 million for the year Growth rate: %5 Cost of capital: %12 Value of equity:$10 billion (based on the assumptions above) Fair value: $3.5 Current share price: $1.7"
X Link 2025-01-23T09:09Z [--] followers, [--] engagements
"I bought $btg when gold price was $2000. SP was around $2.60 they used to pay $0.04 dividend per share each quarter. Now gold price is $2780 SP of $btg is $2.44 and they cut dividend to $0.02 and they issued convertible notes :) seriously why gold miners are hated 😂"
X Link 2025-01-31T00:37Z [--] followers, [--] engagements
"@DonDurrett I came across a company called Native Mineral Resources Holdings Limited (ASX: NMR) and was curious about its potential. Do you know much about it"
X Link 2025-06-11T12:22Z [--] followers, [--] engagements
"@respeculator Thoughts on $TER.AX They did well in last cycle"
X Link 2026-01-15T22:26Z [---] followers, [---] engagements
"@respeculator Thanks $yal.ax is better play I guess"
X Link 2026-01-15T22:35Z [---] followers, [--] engagements
"From $YAL.AX latest report $2.1bn cash on balance sheet. Long-term real coal price assumptions: Met coal: US$134233/t Thermal: US$72130/t On these modest assumptions DCF implies $9.2bn of asset value. Current EV is $5.4bn"
X Link 2026-01-26T02:46Z [---] followers, [---] engagements
"@CaptainRoyen $amr makes more sense to me in the current market"
X Link 2025-02-26T03:49Z [--] followers, [---] engagements
"@WallStDiaries ben biraz aldim bakalim:)"
X Link 2025-10-21T09:25Z [--] followers, [---] engagements
"Thanks Mark your posts put $EQR.AX on my radar. I took a position and Im nicely up so far. Appreciate you sharing your on the ground view. Special thanks to @respeculator for the deep dive analysis. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just in #tungsten but in a seriously good management team. $EQR Up 130% since October I am targeting a further 3x for [----]. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just"
X Link 2025-12-19T08:21Z [---] followers, [---] engagements
"@respeculator @TwinTurboCe1ica $asm.ax capital raised $1.20 two months ago now trading at $0.78🤔"
X Link 2026-01-12T05:39Z [--] followers, [---] engagements
"@respeculator Any chances in your opinion about #29m"
X Link 2026-01-22T00:17Z [--] followers, [---] engagements
"$yal.ax I am back"
X Link 2025-12-29T01:27Z [---] followers, [---] engagements
"I hold $cym.ax $hgo.ax and recently bought in to #29m I guess if copper goes higher $hgo.ax can outperform #Copper breaking higher - up $800 to $13900 https://t.co/S8RN7PCmqh #Copper breaking higher - up $800 to $13900 https://t.co/S8RN7PCmqh"
X Link 2026-01-29T04:35Z [--] followers, [--] engagements
"I summarized the IEAs latest Electricity report in Biggest takeaway: demand is accelerating into [----] and grids are the bottleneck which keeps me bullish on my copper bets. $HGO.AX $CYM.AX #29m https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T09:01Z [---] followers, [---] engagements
"#29m directors buying Last [--] weeks: directors bought [------] shares = $320.4k total avg $0.4577. MarketIndex view was messy so I summed the filings manually. #29M"
X Link 2026-02-13T10:53Z [---] followers, [---] engagements
"ASX = a tale of two cities 📉📈 1) Growth/Healthcare laggards (still near lows) Ticker Price 52W H 52W L Drop From Low [-----] [------] [-----] -66% +5% [------] [------] [------] -65% +0% [----] [-----] [----] -65% +2% [-----] [------] [-----] -63% +2% [-----] [-----] [-----] -61% +47% [-----] [-----] [-----] -53% +0% [------] [------] [------] -46% +0% 2) Materials/Energy doing better (well off lows) Ticker Price 52W H 52W L Drop From Low [-----] [-----] [----] -27% +143% [-----] [-----] [----] -19% +197% [----] [----] [----] -17% +29% [-----] [-----] [----] -13% +135% [----] [----] [----] -10% +102% [-----] [-----] [-----] -9% +61% [-----] [-----] [-----] -3% +54% 169.74"
X Link 2026-02-15T03:26Z [---] followers, [--] engagements
"#29m directors buying Last [--] weeks: directors bought [------] shares = $320.4k total avg $0.4577. MarketIndex view was messy so I summed the filings manually. #29M"
X Link 2026-02-13T10:53Z [---] followers, [---] engagements
"I summarized the IEAs latest Electricity report in Biggest takeaway: demand is accelerating into [----] and grids are the bottleneck which keeps me bullish on my copper bets. $HGO.AX $CYM.AX #29m https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tahirtsn/p/the-world-is-electrifying-fasterr=45shdl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T09:01Z [---] followers, [---] engagements
"Thank you @realDonaldTrump for the invitation to the Oval Office today Mining is a critical industry vital to the re-industrialization of the United States' economy. Today mining as a sector only represents 1% of the S&P500. However with your leadership and the Project Vault initiative I am super excited for the future of this incredible industry in America and its future impact for the American economy. https://twitter.com/i/web/status/2018474859567706155 https://twitter.com/i/web/status/2018474859567706155"
X Link 2026-02-03T00:01Z 38.5K followers, 315.9K engagements
"From $YAL.AX latest report $2.1bn cash on balance sheet. Long-term real coal price assumptions: Met coal: US$134233/t Thermal: US$72130/t On these modest assumptions DCF implies $9.2bn of asset value. Current EV is $5.4bn"
X Link 2026-01-26T02:46Z [---] followers, [---] engagements
"If coal prices have indeed bottomed the valuation gap looks meaningful. As the sensitivity table shows even a +10% move in coal prices adds $3bn to recoverable value"
X Link 2026-01-26T06:20Z [---] followers, [--] engagements
"Probably dumb maths but Using Yancoals sensitivity table I get $8.60/sh base case vs $5.68 today (51% discount). +10% coal = $10.9/sh +20% coal = $13.1/sh"
X Link 2026-01-26T06:38Z [---] followers, [--] engagements
"$EQR #tungsten I dont think I could have tipped this anymore than I did. All the way from 3c in only [--] months. With China about TO BUILD A TUNGSTEN STOCKPILE and US likely to follow suit my new price target is up from 20c to 50c For EQR and $2000 per MTU for APT"
X Link 2026-01-22T08:10Z 14.5K followers, 19.5K engagements
"RT @respeculator: We're at about stage [---]. we 're moving to stage [--] over next 18mths with a bit of capital $SBM.AX"
X Link 2026-01-21T03:59Z [---] followers, [--] engagements
"We're at about stage [---]. we 're moving to stage [--] over next 18mths with a bit of capital $SBM.AX Now run this at A$6400/oz (it's A$1bn pa). stock trades at A$750m. bUh tHe MaNaGeMeNt TeAm $SBM.AX Now run this at A$6400/oz (it's A$1bn pa). stock trades at A$750m. bUh tHe MaNaGeMeNt TeAm $SBM.AX"
X Link 2025-10-15T09:37Z 20.7K followers, [----] engagements
"Now run this at A$6400/oz (it's A$1bn pa). stock trades at A$750m. bUh tHe MaNaGeMeNt TeAm $SBM.AX"
X Link 2025-10-14T04:12Z 20.7K followers, 15.8K engagements
"RT @respeculator: I made all these numbers up as per usual. but is it possible for $EQR.AX to make A$200m in a US$100k/t #Tungsten price"
X Link 2026-01-12T02:54Z [---] followers, [--] engagements
"I made all these numbers up as per usual. but is it possible for $EQR.AX to make A$200m in a US$100k/t #Tungsten price environment (currently US$65000/t) 🤷♂🤷♂🤷♂ The $EQR.AX guys do themselves no favours with regards to marketing themselves but let me try help them out here. (DYOR) The tungsten market is 80ktpa (US$5bn at US$65000/t spot px). 70ktpa of the 80ktpa is produced in China. The remaining 10ktpa (US$650m) is shown https://t.co/rSfXjvdAMy The $EQR.AX guys do themselves no favours with regards to marketing themselves but let me try help them out here. (DYOR) The tungsten market is"
X Link 2025-10-14T04:51Z 20.7K followers, 41.5K engagements
"The $EQR.AX guys do themselves no favours with regards to marketing themselves but let me try help them out here. (DYOR) The tungsten market is 80ktpa (US$5bn at US$65000/t spot px). 70ktpa of the 80ktpa is produced in China. The remaining 10ktpa (US$650m) is shown below. $EQR.AX are attempting to be 3ktpa of that call it 10ktpa ex China market (25-30%). A doubling of the ex China price will cost those outside of China US$650m pa. Seems like a low price to pay for supply security and to incentivise new ex-China supply. 🤷♂🤷♂ All I can say is China produces +80% of the Worlds #tungsten and"
X Link 2025-10-12T08:34Z 20.7K followers, 39.2K engagements
"Due to a surge in overseas RFQs for #Tungsten APT following the release of Chinas export control list in midDecember several major Chinese tungsten producers have suspended exports entirely. As I previously covered on X #China entered early December with approximately [----] days of tungsten inventory - a critically low level. At current demand levels this stockpile is unlikely to be sufficient if export demand continues so it will be stopped somewhere along the way. Market behaviour is already reflecting this tightness. Major tungsten producers in China have withdrawn from longterm contracts"
X Link 2026-01-06T01:39Z [----] followers, 25.9K engagements
"I hold $cym.ax and $hgo.ax Welcome to [----] where therell be no major (150ktpa) new #copper mine put into production and where the worlds largest copper mine (Escondida) will experience a 400ktpa decline in production https://t.co/Hb1OAafzgY Welcome to [----] where therell be no major (150ktpa) new #copper mine put into production and where the worlds largest copper mine (Escondida) will experience a 400ktpa decline in production https://t.co/Hb1OAafzgY"
X Link 2026-01-01T23:56Z [---] followers, [----] engagements
"Welcome to [----] where therell be no major (150ktpa) new #copper mine put into production and where the worlds largest copper mine (Escondida) will experience a 400ktpa decline in production This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper supply increased by [--] Mtpa We now need to add the same amount in just one decade. 1/3 of the time In the meantime: - 1990-2010: [---] large copper https://t.co/sXmsW1tP5T This is why copper shortages are inevitable. - Copper supply cant keep up with demand. - Over the past [--] years copper"
X Link 2026-01-01T20:20Z 20.7K followers, 24.6K engagements
"$yal.ax I am back"
X Link 2025-12-29T01:27Z [---] followers, [---] engagements
"RT @respeculator: Copper now A$18000/t. balance sheet recapitalised and ops ramping at the right time. Torquey. $HGO.AX"
X Link 2025-12-26T06:48Z [---] followers, [--] engagements
"Copper now A$18000/t. balance sheet recapitalised and ops ramping at the right time. Torquey. $HGO.AX Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense 1% CuEq but maaaybe this thing has a Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense 1%"
X Link 2025-12-26T04:36Z 20.7K followers, 13.1K engagements
"Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense 1% CuEq but maaaybe this thing has a chance. Is in the Adelaide Hills so drive in workforce (dont need to fly feed & pay site/away from home wages) is maybe 30-40km to port has grid power (they are saying 14c/kWh AUD). The Met seems okay (94% recovery [---] micron grind). None of this probably overcomes the grade in UG mining situation even accounting for good ground"
X Link 2025-10-27T04:11Z 20.7K followers, 24.6K engagements
"Thanks Mark your posts put $EQR.AX on my radar. I took a position and Im nicely up so far. Appreciate you sharing your on the ground view. Special thanks to @respeculator for the deep dive analysis. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just in #tungsten but in a seriously good management team. $EQR Up 130% since October I am targeting a further 3x for [----]. I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just"
X Link 2025-12-19T08:21Z [---] followers, [---] engagements
"I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just in #tungsten but in a seriously good management team. $EQR Up 130% since October I am targeting a further 3x for [----]. [----] tested focus and resilience at EQR. Global tungsten supply tightened and markets strengthened. Our teams delivered through disciplined execution safety and responsibility. A Sincere thank you to our employees contractors communities suppliers and stakeholders for https://t.co/775sOyimGf [----] tested focus and resilience at EQR."
X Link 2025-12-18T23:52Z 14.5K followers, 18.9K engagements
"I vividly remember the [----] - [--] period post Y2K panic and the blow up of the TMT sector. Nasdaq dropped 80%. I bought base metals on every Nasdaq down day and every flat day metals went up. Made a fortune. Right now feels a lot like then. Buying #copper on every #Nvidia dip"
X Link 2025-11-22T14:16Z 14.5K followers, [----] engagements
"#Copper #Freeport #Grasberg I am hearing rumours that there is a well informed article to come out saying Grasberg's block caving problems are worse than so far communicated. It may may not come back in [----]. I have no direct knowledge of this but I can say if this were to be the case the consequences for the copper market would be extremely bullish. Back in [----] the mega bull market was also kicked off by an accident at Grasberg"
X Link 2025-11-05T20:00Z 14.5K followers, 82.9K engagements
"On Friday the S&P [---] (SPX) dropped 2.71% its largest single day decline since April after Trump announced 100% additional Tariffs on ChyNA and threatening to cancel a meeting with Xi. The SPX has now retraced to near its 40EMA Like I always say you can never predict when the next pullback/ correction will happen. It happens when you least expect it so you have to always be psychologically prepared for it and be ready to see opportunities when it happens While the timing is unpredictable. The movie is the same old movie with a predictable plot twist (like a slasher film) Step [--] : Trump will"
X Link 2025-10-12T01:01Z 65.1K followers, 57.2K engagements
"The Stock Market is going through a pullback right now (a wave down after a wave up) and if you are an investor you are probably seeing a drawdown in your portfolio. How you feel and how you react to portfolio drawdowns will determine how profitable you will be in the long term. Here are a few useful psychological tips 1) No matter how great an investor you are you will experience your portfolio value going through temporary drawdowns. Legendary investor Peter Lynch who achieved +604% return in his 13-year career (beating the S&P [---] by 3X) saw his portfolio drop 27% to 56% several times"
X Link 2025-03-11T07:38Z 65.1K followers, 29.3K engagements
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