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[@Valarian11](/creator/twitter/Valarian11)
"HUGE news from Switzerland with a massive 16GWh vanadium flow battery. #VRFB #vanadium $LGO"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1942877928703860840) 2025-07-09 09:26:09 UTC 3575 followers, 2964 engagements


"Sibanye Stillwater $SBSW forward P/E of XX. Sasol $SSL forward P/E of XX. Thungela $TGA.L P/E for 2025 will be a bit less around X they expect a PE of 21x for 2026. All X are top XX positions for me"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1944740684159668494) 2025-07-14 12:48:05 UTC 3577 followers, 22.6K engagements


"When will $REMX add $UUUU to their holdings They own zero shares. 😉"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945977707805745459) 2025-07-17 22:43:34 UTC 3577 followers, XXX engagements


"@ballsmeep @cleanmoney86 They have an incredibly interesting path. Mega breakout in progress let the haters hate. $UUUU"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945436023283962281) 2025-07-16 10:51:07 UTC 3576 followers, XXX engagements


"@AndUranium @a_living_fossil Sylvania is a decent Pt and Rh dominant play with no debt. Tharisa is probably cheaper but has to fund $236m in Karo platinum. Many SA stocks are very cheap"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945090269017260189) 2025-07-15 11:57:12 UTC 3577 followers, XXX engagements


"Silvercorp the best mid tier producer to own for higher gold silver and copper prices $SVM 💪"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1940049443975544843) 2025-07-01 14:06:46 UTC 3574 followers, 1490 engagements


"@Edark94 $UUUU Second in line after MP $LGO One year of US supply contract deal coming $TMQ Ambler Road $PANR.L Trump loves the Alaska pipeline project $TLO.V One of the best domestic Ni-Cu mines for decades to come fast track permits"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945371560866406555) 2025-07-16 06:34:58 UTC 3577 followers, XXX engagements


"@lasse108 Still early although i'd hate chasing too. $UUUU My first target is the 1618 extension. Although it has a daily gap to close at $7169. Long since $XXX Sold 1/3 at $XXX 14Y-breakout in the making"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945799049812079023) 2025-07-17 10:53:39 UTC 3577 followers, 4319 engagements


"$PXT Parex Resources - Earnings beat Looks like a good quarter up 5%"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1920479000654184520) 2025-05-08 14:00:49 UTC 3577 followers, XXX engagements


"Kenmare refused an offer 4x+ higher than today from Rio Tinto back in 2012. Recently a 530gbx bid from an a Abu Dhabi fund with Laura Tyler (CEO of & M. Carvill (ex-CEO of $KMR.L) was rejected aswell. James McCullough formerly Rio Tinto is now CFO"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945816479456284833) 2025-07-17 12:02:54 UTC 3576 followers, 1123 engagements


"Largo $LGO is on high alert for me right now with the XX% tariffs on Brazil and rebar went up today. Whole different ball game if US contracts XX million lbs (9000tonnes) at $9/lb. Largo would not have inventory write offs and pay off most debt with one single strike. 🤷♂"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1943310578056847434) 2025-07-10 14:05:21 UTC 3577 followers, 2801 engagements


"$AAG Aftermath silver One of the leading silver junior miners. Showing a very nice continuation after the recent backtest on the dominant 100sma. Can it move up to previous 2021 highs"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1841098483299688484) 2024-10-01 12:50:59 UTC 3577 followers, 1005 engagements


"2nd Botswana mining company that receives a Letter of Interest from US EXIM bank in X month after Giyani Metals"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945831438701515231) 2025-07-17 13:02:21 UTC 3577 followers, XXX engagements


"@AndUranium @capnek123 I bought at 013CAD. $fmc is ready to go up"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1793033940329972071) 2024-05-21 21:39:38 UTC 3577 followers, 1944 engagements


"Vanadium up in China X days in a row 🧐 Could it be the reduced Panzhihua output hit supply I'm watching US pricing more and want to see a disconnect in Q2 earnings for Largo in X weeks versus previous quarters because of the higher US prices. China up = always good tho $LGO"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945385323334132219) 2025-07-16 07:29:39 UTC 3577 followers, 1171 engagements


"@BroadLuis @MortgageQuant Well you are betting against them getting financed while they have succeeded in everything else - Produce both REE's and uranium (above guidance) - Get Toliara out of suspension - WUC agreement - Deal with the locals - MOU with Posco"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1944316813585621010) 2025-07-13 08:43:46 UTC 3576 followers, XXX engagements


"As Rio Tinto is also active in Madagaskar Energy Fuels $UUUU might be on their radar. But as Rio got out of their U3O8 assets I see it as less likely. Rio is also XXX% invested in Sovereign Metals $SVM.ax. Not a producing asset and remote in Malawi. Interesting interview"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945818624507183555) 2025-07-17 12:11:26 UTC 3577 followers, XXX engagements


"Rick Rule about Largo $LGO Silvercorp $SVM Uranium Royalty $UROY Ivanhoe $IVN etc"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1918285702237728786) 2025-05-02 12:45:26 UTC 3574 followers, 1307 engagements


"Added Solgold $SOL $SOL.v at 765GBP $6B NPV at ATH's gold/copper MC = $250m BHP invested multiple times at 20/22 & 45GBP Newmont XX% Jiangxi copper XX% $750m stream with Franco-Nevada and Osisko Gold Royalties Investment banker now CEO. Takeout Chart looks ready"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1904842093370933526) 2025-03-26 10:25:19 UTC 3576 followers, 1745 engagements


"@BroadLuis Kingstone capital partners just bought $XXXX million in Energy Fuels $UUUU. It's a $XX stock when they get the financing of Toliara done"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1944158453020471692) 2025-07-12 22:14:30 UTC 3574 followers, 1015 engagements


"V2O5 production XX% higher than Q1 2025. Ilmenite production XX% higher than Q1 2025. Recoveries up XX% y/y. "We are encouraged and know there is still more work ahead to further reduce costs improve efficiencies and increase margins across our operations." $LGO"  
![@Valarian11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1161401507486588933.png) [@Valarian11](/creator/x/Valarian11) on [X](/post/tweet/1945239297298231723) 2025-07-15 21:49:23 UTC 3576 followers, 3291 engagements