[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.] [@paola_rojas](/creator/twitter/paola_rojas) "Remarkable. GS sees strong demand for copper in China contributing to further tightening of the market. What's your move 📊 @GoldmanSachs $BHP $NGEX $COR"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1942719143767093598) 2025-07-08 22:55:12 UTC 26.7K followers, 3547 engagements "Before we wrap up here's a quick background on rare earths: - There are XX different ones - There are no mines of individual REEs as separation is tough - China dominates production creating a huge supply chain risk For more I covered all the basics in the thread below a while ago. My final thoughts:"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679854122049565) 2025-07-19 21:13:39 UTC 26.7K followers, 1279 engagements "PS: Subscribe to receive these weekly updates via email for free. *mentioned stocks: $MUX $DPM $PPTA $FVI $SGQ $NCX $ATX $AE and more"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1934461991525187734) 2025-06-16 04:04:14 UTC 26.7K followers, 1619 engagements "🔺 $OR flying X% overnight on record revenue cash margins; retains sector outperform - whoop whoop (I still wish it had Osisko in the name though)"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1942421448993181817) 2025-07-08 03:12:16 UTC 26.7K followers, 1745 engagements "We are at a pivotal point for rare earths. MP Materials the only US-based source just made history. They are worth $XX billion after cornerstone deals with the US Department of Defense and Apple. I dare you to read this and not start investing in REEs immediately:"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679692033216855) 2025-07-19 21:13:00 UTC 26.7K followers, 24.4K engagements "Barrick is now the smallest (in market value) 2nd in production but they are not staying put. It produced 126t in 2023 and has been pushing hard to expand its gold reserves. Currently have XX% more than Agnico (proven and probable 54Moz vs 77Moz)"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1814423871891952034) 2024-07-19 22:15:36 UTC 26.7K followers, 2403 engagements "The market reacted FAST. MP doubled in value within a week from nearly $X billion to more than $XX billion. Other western peers saw some action including: $LYC $BRE $SGQ $ARU I see a X key implications:"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679829946073315) 2025-07-19 21:13:33 UTC 26.7K followers, 1079 engagements "Interesting fact. The Central Bank of Poland is buying more gold than China Azerbaijan and Turkey combined. Are you increasing your exposure 📊 @GOLDCOUNCIL $NEM $AEM $OR"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1943413724917780505) 2025-07-10 20:55:13 UTC 26.7K followers, 2597 engagements "Are REEs the new lithium Here's my take: Apple $AAPL is putting $XXX million at play with MP Materials $MP in a partnership to build a factory in Texas with neodymium magnet manufacturing lines specifically designed for Apple products. The deal comes mere days after the DoD invested $XXX million and committed to buy any product at a floor price of $110/kg. The key implications I see: - MP doubled in less than a week to a cool $XX billion opening the door to more institutional eyes. - Bullish for the space and for peers a rising tide lifts all boats. I expect appreciation across players with"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1945337479068049419) 2025-07-16 04:19:32 UTC 26.7K followers, 3042 engagements "On Instagram I recently started posting again with some exclusive insights on mining and metals. (and you can see a bit about my sailing adventures) Here's a popular post:"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1948487154809634992) 2025-07-24 20:55:13 UTC 26.7K followers, XXX engagements "On LinkedIn I share both expanded and exclusive insights on mining and metals. (and get superb comments from investors and executives in my network) Here's a popular post:"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946192028812919034) 2025-07-18 12:55:12 UTC 26.7K followers, XXX engagements "Subscribe to receive these weekly updates via email for free. *mentioned stocks: $PAAS $NEM $SGQ $BHP $MARI $SFR $FOM and more"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1947492196145397958) 2025-07-22 03:01:36 UTC 26.7K followers, XXX engagements "Bookmark this: Finding copper exposure on ASX is harder than it should. Here's an extensive list for investors. you can dig as deep as you'd like. 📊 @TerraStudioHQ $PVT $COD $BSX"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1942855036524007764) 2025-07-09 07:55:11 UTC 26.7K followers, 3181 engagements "Copper inventories remain disrupted by the tariff threat with CME is +81% YTD now at an 8-year high of 152919t vs LME at a 1-year low of 179375t. This is likely to continue until Trump makes a decision. $BHP $RIO $FCX 📊 @ReutersCommods"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1925294324507463750) 2025-05-21 20:55:11 UTC 26.7K followers, 2513 engagements "The outlook for REEs after the $MP deals IMO: - opens the door to more institutional eyes. - bullish for the space and peers appreciation across players with assets in the US Brazil and Australia. - safety net in the DoD deal could become the price. Bright future indeed"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679842243780725) 2025-07-19 21:13:36 UTC 26.7K followers, XXX engagements "Far from over. Global central banks bought a net 20t in May up but below the 12-month average of 27t. We should see lifts given increased geopolitical risks. Are you bullish 📊 @GOLDCOUNCIL $NEM $AEM $OR"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1947399994039828953) 2025-07-21 20:55:14 UTC 26.7K followers, 2127 engagements "And that's it for today If this was interesting or useful to you I'd truly appreciate it if you could retweet the start of the thread. Follow me @paola_rojas for more on metals & mining investing"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679881875763606) 2025-07-19 21:13:46 UTC 26.7K followers, 2354 engagements "These metals will be in every investors portfolio (yes including you) Plus what we're watching this week across markets and commodities"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1947169708660138017) 2025-07-21 05:40:09 UTC 26.7K followers, 4652 engagements "What are your silver focused favourites Tell me"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1522040335312252928) 2022-05-05 02:27:48 UTC 26.7K followers, XX engagements "Far from over. Silver is having a moment while outperforming gold. A small win but there could be much more to come. Which stock is your pick 📊 @IGWTreport $PAAS $AG $AEM"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1945950445144338626) 2025-07-17 20:55:14 UTC 26.7K followers, 2832 engagements "Hey hey Copper is the cornerstone of the energy transition. How do you personally play this theme"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1942688945797583030) 2025-07-08 20:55:12 UTC 26.7K followers, 10.1K engagements "Sources: -NdPr market: -Benchmark Minerals -MP's intro video: -Latest presentation:"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679894366371904) 2025-07-19 21:13:49 UTC 26.7K followers, 1991 engagements "@tjhenry109 Looks interesting well positioned for current sentiment. Hope they also get to develop the Alaskan project"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1947086237418095101) 2025-07-21 00:08:28 UTC 26.7K followers, XX engagements "Currently MP produces XX% of global rare earth concentrates profitably. The DoD support plus Apple funding enables their growth plans: Stage 1: concentrate ✅ Stage 2: separate elements inc NdPr oxide Stage 3: Magnets The highest value creation is always in end products"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679814670479730) 2025-07-19 21:13:30 UTC 26.7K followers, XXX engagements "Lowell Resources Funds Management Ltd ASX: $LRT $LRT.AX An overview of this mining stock"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1940992767078895783) 2025-07-04 04:35:12 UTC 26.7K followers, 1139 engagements "Brutal. While China is betting on tomorrow via lithium batteries solar and more the US remains stuck in the past. The movie needs a new ending. $ALB $LAC $LAR"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1944863272743616817) 2025-07-14 20:55:12 UTC 26.7K followers, 6867 engagements "Units are up slightly this year. You can learn more about them here @LowellResFM They have a nice newsletter host webinars plus John speaks often on panels and has a column on @StockheadAU. Highly recommended"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1917326668798296194) 2025-04-29 21:14:34 UTC 26.7K followers, XXX engagements "BREAKING: B2Gold to spend $XXX million to develop Colombian gold project per @ReutersCommods $BTO"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1945024322923352490) 2025-07-15 07:35:10 UTC 26.7K followers, 2346 engagements "IMO just getting started for REE. Feels a bit like lithium in 2008. REEs are crucial for many technologies and have been added to critical mineral lists across the world (see US-matrix below). PS: Copper carries the juice and magnets make your machine (car drone etc) go. Match made in heaven"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1946679869758423509) 2025-07-19 21:13:43 UTC 26.7K followers, 1225 engagements "Lowell Resources is an ASX-listed fund focused mainly on junior mining. NAV is A$65M. Here's a breakdown what they see ahead why they invest in the space and insights on their portfolio holdings & strategy:"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1917326525768294430) 2025-04-29 21:14:00 UTC 26.7K followers, 5111 engagements "You are given $100000 but you must buy mining stocks (any commodity/stage). What are you buying 🤔"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1925735480106025368) 2025-05-23 02:08:11 UTC 26.7K followers, 30.5K engagements "🎱 Name a junior mining co and Ill pick a few for a quick review. Will share my impressions in this thread. T&Cs -Mention handle & $cashtag -Retweet and like this -X "entry" per account -Tag an exec for extra chances Go #JuniorMiningGame"  [@paola_rojas](/creator/x/paola_rojas) on [X](/post/tweet/1911944599461044225) 2025-04-15 00:48:09 UTC 26.7K followers, 21.8K 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.]
@paola_rojas
"Remarkable. GS sees strong demand for copper in China contributing to further tightening of the market. What's your move 📊 @GoldmanSachs $BHP $NGEX $COR"
@paola_rojas on X 2025-07-08 22:55:12 UTC 26.7K followers, 3547 engagements
"Before we wrap up here's a quick background on rare earths: - There are XX different ones - There are no mines of individual REEs as separation is tough - China dominates production creating a huge supply chain risk For more I covered all the basics in the thread below a while ago. My final thoughts:" @paola_rojas on X 2025-07-19 21:13:39 UTC 26.7K followers, 1279 engagements
"PS: Subscribe to receive these weekly updates via email for free. *mentioned stocks: $MUX $DPM $PPTA $FVI $SGQ $NCX $ATX $AE and more" @paola_rojas on X 2025-06-16 04:04:14 UTC 26.7K followers, 1619 engagements
"🔺 $OR flying X% overnight on record revenue cash margins; retains sector outperform - whoop whoop (I still wish it had Osisko in the name though)" @paola_rojas on X 2025-07-08 03:12:16 UTC 26.7K followers, 1745 engagements
"We are at a pivotal point for rare earths. MP Materials the only US-based source just made history. They are worth $XX billion after cornerstone deals with the US Department of Defense and Apple. I dare you to read this and not start investing in REEs immediately:" @paola_rojas on X 2025-07-19 21:13:00 UTC 26.7K followers, 24.4K engagements
"Barrick is now the smallest (in market value) 2nd in production but they are not staying put. It produced 126t in 2023 and has been pushing hard to expand its gold reserves. Currently have XX% more than Agnico (proven and probable 54Moz vs 77Moz)" @paola_rojas on X 2024-07-19 22:15:36 UTC 26.7K followers, 2403 engagements
"The market reacted FAST. MP doubled in value within a week from nearly $X billion to more than $XX billion. Other western peers saw some action including: $LYC $BRE $SGQ $ARU I see a X key implications:" @paola_rojas on X 2025-07-19 21:13:33 UTC 26.7K followers, 1079 engagements
"Interesting fact. The Central Bank of Poland is buying more gold than China Azerbaijan and Turkey combined. Are you increasing your exposure 📊 @GOLDCOUNCIL $NEM $AEM $OR" @paola_rojas on X 2025-07-10 20:55:13 UTC 26.7K followers, 2597 engagements
"Are REEs the new lithium Here's my take: Apple $AAPL is putting $XXX million at play with MP Materials $MP in a partnership to build a factory in Texas with neodymium magnet manufacturing lines specifically designed for Apple products. The deal comes mere days after the DoD invested $XXX million and committed to buy any product at a floor price of $110/kg. The key implications I see: - MP doubled in less than a week to a cool $XX billion opening the door to more institutional eyes. - Bullish for the space and for peers a rising tide lifts all boats. I expect appreciation across players with" @paola_rojas on X 2025-07-16 04:19:32 UTC 26.7K followers, 3042 engagements
"On Instagram I recently started posting again with some exclusive insights on mining and metals. (and you can see a bit about my sailing adventures) Here's a popular post:" @paola_rojas on X 2025-07-24 20:55:13 UTC 26.7K followers, XXX engagements
"On LinkedIn I share both expanded and exclusive insights on mining and metals. (and get superb comments from investors and executives in my network) Here's a popular post:" @paola_rojas on X 2025-07-18 12:55:12 UTC 26.7K followers, XXX engagements
"Subscribe to receive these weekly updates via email for free. *mentioned stocks: $PAAS $NEM $SGQ $BHP $MARI $SFR $FOM and more" @paola_rojas on X 2025-07-22 03:01:36 UTC 26.7K followers, XXX engagements
"Bookmark this: Finding copper exposure on ASX is harder than it should. Here's an extensive list for investors. you can dig as deep as you'd like. 📊 @TerraStudioHQ $PVT $COD $BSX" @paola_rojas on X 2025-07-09 07:55:11 UTC 26.7K followers, 3181 engagements
"Copper inventories remain disrupted by the tariff threat with CME is +81% YTD now at an 8-year high of 152919t vs LME at a 1-year low of 179375t. This is likely to continue until Trump makes a decision. $BHP $RIO $FCX 📊 @ReutersCommods" @paola_rojas on X 2025-05-21 20:55:11 UTC 26.7K followers, 2513 engagements
"The outlook for REEs after the $MP deals IMO: - opens the door to more institutional eyes. - bullish for the space and peers appreciation across players with assets in the US Brazil and Australia. - safety net in the DoD deal could become the price. Bright future indeed" @paola_rojas on X 2025-07-19 21:13:36 UTC 26.7K followers, XXX engagements
"Far from over. Global central banks bought a net 20t in May up but below the 12-month average of 27t. We should see lifts given increased geopolitical risks. Are you bullish 📊 @GOLDCOUNCIL $NEM $AEM $OR" @paola_rojas on X 2025-07-21 20:55:14 UTC 26.7K followers, 2127 engagements
"And that's it for today If this was interesting or useful to you I'd truly appreciate it if you could retweet the start of the thread. Follow me @paola_rojas for more on metals & mining investing" @paola_rojas on X 2025-07-19 21:13:46 UTC 26.7K followers, 2354 engagements
"These metals will be in every investors portfolio (yes including you) Plus what we're watching this week across markets and commodities" @paola_rojas on X 2025-07-21 05:40:09 UTC 26.7K followers, 4652 engagements
"What are your silver focused favourites Tell me" @paola_rojas on X 2022-05-05 02:27:48 UTC 26.7K followers, XX engagements
"Far from over. Silver is having a moment while outperforming gold. A small win but there could be much more to come. Which stock is your pick 📊 @IGWTreport $PAAS $AG $AEM" @paola_rojas on X 2025-07-17 20:55:14 UTC 26.7K followers, 2832 engagements
"Hey hey Copper is the cornerstone of the energy transition. How do you personally play this theme" @paola_rojas on X 2025-07-08 20:55:12 UTC 26.7K followers, 10.1K engagements
"Sources: -NdPr market: -Benchmark Minerals -MP's intro video: -Latest presentation:" @paola_rojas on X 2025-07-19 21:13:49 UTC 26.7K followers, 1991 engagements
"@tjhenry109 Looks interesting well positioned for current sentiment. Hope they also get to develop the Alaskan project" @paola_rojas on X 2025-07-21 00:08:28 UTC 26.7K followers, XX engagements
"Currently MP produces XX% of global rare earth concentrates profitably. The DoD support plus Apple funding enables their growth plans: Stage 1: concentrate ✅ Stage 2: separate elements inc NdPr oxide Stage 3: Magnets The highest value creation is always in end products" @paola_rojas on X 2025-07-19 21:13:30 UTC 26.7K followers, XXX engagements
"Lowell Resources Funds Management Ltd ASX: $LRT $LRT.AX An overview of this mining stock" @paola_rojas on X 2025-07-04 04:35:12 UTC 26.7K followers, 1139 engagements
"Brutal. While China is betting on tomorrow via lithium batteries solar and more the US remains stuck in the past. The movie needs a new ending. $ALB $LAC $LAR" @paola_rojas on X 2025-07-14 20:55:12 UTC 26.7K followers, 6867 engagements
"Units are up slightly this year. You can learn more about them here @LowellResFM They have a nice newsletter host webinars plus John speaks often on panels and has a column on @StockheadAU. Highly recommended" @paola_rojas on X 2025-04-29 21:14:34 UTC 26.7K followers, XXX engagements
"BREAKING: B2Gold to spend $XXX million to develop Colombian gold project per @ReutersCommods $BTO" @paola_rojas on X 2025-07-15 07:35:10 UTC 26.7K followers, 2346 engagements
"IMO just getting started for REE. Feels a bit like lithium in 2008. REEs are crucial for many technologies and have been added to critical mineral lists across the world (see US-matrix below). PS: Copper carries the juice and magnets make your machine (car drone etc) go. Match made in heaven" @paola_rojas on X 2025-07-19 21:13:43 UTC 26.7K followers, 1225 engagements
"Lowell Resources is an ASX-listed fund focused mainly on junior mining. NAV is A$65M. Here's a breakdown what they see ahead why they invest in the space and insights on their portfolio holdings & strategy:" @paola_rojas on X 2025-04-29 21:14:00 UTC 26.7K followers, 5111 engagements
"You are given $100000 but you must buy mining stocks (any commodity/stage). What are you buying 🤔" @paola_rojas on X 2025-05-23 02:08:11 UTC 26.7K followers, 30.5K engagements
"🎱 Name a junior mining co and Ill pick a few for a quick review. Will share my impressions in this thread. T&Cs -Mention handle & $cashtag -Retweet and like this -X "entry" per account -Tag an exec for extra chances Go #JuniorMiningGame" @paola_rojas on X 2025-04-15 00:48:09 UTC 26.7K followers, 21.8K engagements