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[@martinfrogers](/creator/twitter/martinfrogers)
"Tale of two capital raisings show the future of energy On September XX ASX-listed Paladin Energy $PDN hired investment banks Macquarie and Canaccord to underwrite a $XXX million equity capital raising. The uranium miner had no problem filling the order book which was priced at $XXXX per share an X per cent discount to the previous close. On the same day 13700 kilometres away in Copenhagen another energy company was also raising fresh equity capital. Danish renewable energy giant $Orsted bankers led by JPMorgan and Morgan Stanley announced the terms of a XX billion krone ($14.3 billion) rights"  
[X Link](https://x.com/martinfrogers/status/1972569076926230724) [@martinfrogers](/creator/x/martinfrogers) 2025-09-29T07:48Z 3148 followers, XXX engagements


"And $ANZ really needs it"  
[X Link](https://x.com/martinfrogers/status/1966986896632058202) [@martinfrogers](/creator/x/martinfrogers) 2025-09-13T22:06Z 3148 followers, XXX engagements


"More automation than AI inspiring story reported in the WSJ about how Sharpie is moving production from China to US. Newell $NWL invested $X billion in automation and AI while boosting worker wages by XX percent and creating zero layoffs at their Tennessee plant. Workers were retrained as automation engineers rather than replaced taking on higher-skilled roles operating robots and monitoring quality systems. The result: production speed tripled costs dropped below Chinese manufacturing and Sharpies still cost just $1"  
[X Link](https://x.com/martinfrogers/status/1974982009903849824) [@martinfrogers](/creator/x/martinfrogers) 2025-10-05T23:36Z 3145 followers, XXX engagements


"@SunRayTA1 yes Cobre $CBE is a big deal with $BHP. They are X drill holes in I think from what I have last heard. Sinomine to start next. Ngami is a sleeper here. Is the market rerating this I don't think we have begun really"  
[X Link](https://x.com/martinfrogers/status/1977915645808517199) [@martinfrogers](/creator/x/martinfrogers) 2025-10-14T01:53Z 3144 followers, XXX engagements


"My fellow investors Im writing with the news that puts a spring in my step and I hope a smile on yours. As anticipated we have just inked the deal and its publicly announced on the London Stock Exchange today for IG Markets to acquire Independent Reserve the crown jewel in our portfolio. Its the payoff on an investment we placed just over seven years back delivering a 18-fold lift in valuation from our original investment size. If venture investing was a card game wed have drawn a flush after a long night at the card with our largest pot size. Part of what we did as a fund was look for"  
[X Link](https://x.com/martinfrogers/status/1977544107099848748) [@martinfrogers](/creator/x/martinfrogers) 2025-10-13T01:17Z 3148 followers, XXX engagements


"Cobre $CBE environmental approvals today Great news for their development production project the pilot plant will be a game changer to the world for their production process. $BHP continue to drill their JV Sinomine must be close to commencing the drill programme on the other side next to MMGs ground"  
[X Link](https://x.com/martinfrogers/status/1978229207491920021) [@martinfrogers](/creator/x/martinfrogers) 2025-10-14T22:39Z 3148 followers, XXX engagements


"Trial production method of copper cathode - Confirmed NGAMI Project- is XXX% owned by $CBE this announcement leaves them in good shape to create early & low Capex production in Botswana. They now have both $BHP & Sino Mine drilling on their ground earning into their 2x other projects"  
[X Link](https://x.com/martinfrogers/status/1972450284367733033) [@martinfrogers](/creator/x/martinfrogers) 2025-09-28T23:56Z 3148 followers, XXX engagements


"$RCM- High grade Silver- NSW This latest asset acquisition in NSW has been well received having raised $14m overnight @ 3.5c. Supported by Tribeca Sprott (Canada) & Jupiter (UK) Stock is up XX% today"  
[X Link](https://x.com/martinfrogers/status/1968162205708455962) [@martinfrogers](/creator/x/martinfrogers) 2025-09-17T03:56Z 3148 followers, XXX engagements


"On $BHP Funny Buggers on Iron Ore / China @TRAVmoneyofmine meet @jameschessell Btw look up funny buggers Richard Woolcott on Bob Hawkes faux pas in the Japanese Parliament"  
[X Link](https://x.com/martinfrogers/status/1979890319123738766) [@martinfrogers](/creator/x/martinfrogers) 2025-10-19T12:40Z 3149 followers, XXX engagements


"Cobre is an Australian Stock Exchange-listed mining company $CBE specialising in copper exploration and development in Botswana's Kalahari Copper Belt. It is strategically positioned between two major multibillion-dollar copper producers: Sandfire Resources (ASX-listed $SFR with a market cap of $XXX billion) MMG (Hong Kong Stock Exchange-listed with a market cap of $XXX billion) Here's what stands out about Cobre: X. A strong management team led by Adam Woodridge and Martin Holland @MartinCHolland1 with extensive experience in developing mining resources and successfully selling them to large"  
[X Link](https://x.com/martinfrogers/status/1980224960938565705) [@martinfrogers](/creator/x/martinfrogers) 2025-10-20T10:49Z 3149 followers, XXX engagements


"Life is electric folks Dont buy into the doomer nonsenseleave that to the timid the losers and normies scared of their own shadows. Walk with purpose smile at everyone you see and spread light and abundance. Build things take risksin the generative AI age this is the best time in history"  
[X Link](https://x.com/martinfrogers/status/1980264652425802197) [@martinfrogers](/creator/x/martinfrogers) 2025-10-20T13:27Z 3149 followers, XXX engagements