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[@ColdmanSax](/creator/twitter/ColdmanSax)
"It's hard not to be bullish on copper. Prices likely keep melting higher and equities are where to get the best leverage. $LUN.TO $NGEX.TO $FM.TO $IVN.TO $MARI.TO $HCH.V all are worth doing your work on. I may do more specific summary write-ups on these and others"  
[X Link](https://x.com/ColdmanSax/status/1948787071159504897) [@ColdmanSax](/creator/x/ColdmanSax) 2025-07-25T16:46Z 3628 followers, 6344 engagements


"Some more for your rare earth elements REE watchlist. Ramaco Resources $METC new REE mine in the US. Iluka Resources $ILU.AX realizing REE upside alongside their existing mineral sands business. Meteoric Resources $MEI.AX and Ionic Rare Earth $IXR.AX are worth more work"  
[X Link](https://x.com/ColdmanSax/status/1958528288583721008) [@ColdmanSax](/creator/x/ColdmanSax) 2025-08-21T13:55Z 3628 followers, 1906 engagements


"$NEM still somehow outperforming $GDXJ YTD - and $FRES.L is definitely outperforming $SILJ YTD"  
[X Link](https://x.com/ColdmanSax/status/1975348285717242270) [@ColdmanSax](/creator/x/ColdmanSax) 2025-10-06T23:51Z 3627 followers, 1319 engagements


"The big question is WHO IS NEXT for US govt investment/project financing/offtake. Here are some from my list. $ELBM $LYC.AX $TLO.TO $IPX $ELVR $USAR $SLI $UUUU $LZM $TMC $METC $NB $PPTA $TI.TO $GPH.V $NVA $EAF $IONR Buckle up"  
[X Link](https://x.com/ColdmanSax/status/1975544298361004376) [@ColdmanSax](/creator/x/ColdmanSax) 2025-10-07T12:50Z 3628 followers, 24.5K engagements


"Anglo $AAL.L and Teck $TCK are both UP XX% to XX% on the back of the merger news. Granted it's a merger of equals so there's no real arb here (for now) - but this market performance tells me one thing: INVESTORS AND CORPORATES WANT MORE COPPER"  
[X Link](https://x.com/ColdmanSax/status/1965410465414345071) [@ColdmanSax](/creator/x/ColdmanSax) 2025-09-09T13:42Z 3628 followers, 2469 engagements


"QIA following @YellowLabLife into $IVN.TO. Big money following smart money :) More copper M&A means rising scarcity value for scalable Tier X copper deposits - particularly those already in production and at the bottom end of the cost curve"  
[X Link](https://x.com/ColdmanSax/status/1968314165896069564) [@ColdmanSax](/creator/x/ColdmanSax) 2025-09-17T14:00Z 3628 followers, 3768 engagements


"Wild to see the coincidence (or was it) with $B and $NEM announcing CEO departures on the SAME DAY. There is good rationale for some M&A with these two - maybe involving some $FCX and/or $FM.TO. All the ingredients to build a US national mining champion"  
[X Link](https://x.com/ColdmanSax/status/1975338903961018523) [@ColdmanSax](/creator/x/ColdmanSax) 2025-10-06T23:14Z 3628 followers, 1973 engagements


"Agreed. My bet is that oil follows the trend. Indian demand is running strong and Chinese demand is not as weak as expected - granted some stockpiling is replacing industrial demand. But I think we will soon have an oil bull market"  
[X Link](https://x.com/ColdmanSax/status/1975700375031456221) [@ColdmanSax](/creator/x/ColdmanSax) 2025-10-07T23:10Z 3627 followers, 1971 engagements


"@InvestInOnG @strifenjustice $EC and their low reserve life and issues with reserve replacement kept me on the sidelines and Im surprised Petro didnt cause more problems for their domestic oil industry than he has"  
[X Link](https://x.com/ColdmanSax/status/1975845438072017074) [@ColdmanSax](/creator/x/ColdmanSax) 2025-10-08T08:47Z 3628 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ColdmanSax "It's hard not to be bullish on copper. Prices likely keep melting higher and equities are where to get the best leverage. $LUN.TO $NGEX.TO $FM.TO $IVN.TO $MARI.TO $HCH.V all are worth doing your work on. I may do more specific summary write-ups on these and others"
X Link @ColdmanSax 2025-07-25T16:46Z 3628 followers, 6344 engagements

"Some more for your rare earth elements REE watchlist. Ramaco Resources $METC new REE mine in the US. Iluka Resources $ILU.AX realizing REE upside alongside their existing mineral sands business. Meteoric Resources $MEI.AX and Ionic Rare Earth $IXR.AX are worth more work"
X Link @ColdmanSax 2025-08-21T13:55Z 3628 followers, 1906 engagements

"$NEM still somehow outperforming $GDXJ YTD - and $FRES.L is definitely outperforming $SILJ YTD"
X Link @ColdmanSax 2025-10-06T23:51Z 3627 followers, 1319 engagements

"The big question is WHO IS NEXT for US govt investment/project financing/offtake. Here are some from my list. $ELBM $LYC.AX $TLO.TO $IPX $ELVR $USAR $SLI $UUUU $LZM $TMC $METC $NB $PPTA $TI.TO $GPH.V $NVA $EAF $IONR Buckle up"
X Link @ColdmanSax 2025-10-07T12:50Z 3628 followers, 24.5K engagements

"Anglo $AAL.L and Teck $TCK are both UP XX% to XX% on the back of the merger news. Granted it's a merger of equals so there's no real arb here (for now) - but this market performance tells me one thing: INVESTORS AND CORPORATES WANT MORE COPPER"
X Link @ColdmanSax 2025-09-09T13:42Z 3628 followers, 2469 engagements

"QIA following @YellowLabLife into $IVN.TO. Big money following smart money :) More copper M&A means rising scarcity value for scalable Tier X copper deposits - particularly those already in production and at the bottom end of the cost curve"
X Link @ColdmanSax 2025-09-17T14:00Z 3628 followers, 3768 engagements

"Wild to see the coincidence (or was it) with $B and $NEM announcing CEO departures on the SAME DAY. There is good rationale for some M&A with these two - maybe involving some $FCX and/or $FM.TO. All the ingredients to build a US national mining champion"
X Link @ColdmanSax 2025-10-06T23:14Z 3628 followers, 1973 engagements

"Agreed. My bet is that oil follows the trend. Indian demand is running strong and Chinese demand is not as weak as expected - granted some stockpiling is replacing industrial demand. But I think we will soon have an oil bull market"
X Link @ColdmanSax 2025-10-07T23:10Z 3627 followers, 1971 engagements

"@InvestInOnG @strifenjustice $EC and their low reserve life and issues with reserve replacement kept me on the sidelines and Im surprised Petro didnt cause more problems for their domestic oil industry than he has"
X Link @ColdmanSax 2025-10-08T08:47Z 3628 followers, XXX engagements

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