#  @ColdmanSax ColdmanSax ColdmanSax posts on X about $fmto, investment, in the, $ivnto the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1397190604573057040/interactions)  - [--] Week [------] +372% - [--] Month [------] -11% - [--] Months [-------] +598% - [--] Year [-------] +3,408% ### Mentions: [--] [#](/creator/twitter::1397190604573057040/posts_active)  - [--] Week [--] -80% - [--] Month [--] -35% - [--] Months [---] +159% - [--] Year [---] +606% ### Followers: [-----] [#](/creator/twitter::1397190604573057040/followers)  - [--] Week [-----] +0.47% - [--] Month [-----] +0.77% - [--] Months [-----] +7.10% - [--] Year [-----] +9.40% ### CreatorRank: [-------] [#](/creator/twitter::1397190604573057040/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) [social networks](/list/social-networks) **Social topic influence** [$fmto](/topic/$fmto), [investment](/topic/investment), [in the](/topic/in-the), [$ivnto](/topic/$ivnto), [copper](/topic/copper), [gold](/topic/gold), [$lunto](/topic/$lunto), [$mp](/topic/$mp), [business](/topic/business), [china](/topic/china) **Top assets mentioned** [MP Materials Corp. (MP)](/topic/$mp) [PolkaBridge (PBR)](/topic/$pbr) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Oxygen (OXY)](/topic/$oxy) [LoungeM (LZM)](/topic/$lzm) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Tesla, Inc. (TSLA)](/topic/$tsla) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Ivanhoe Electric Inc. (IE)](/topic/$ie) [Newmont Corporation (NEM)](/topic/$nem) [GM (GM)](/topic/$gm) [BHP Group Limited (BHP)](/topic/$bhp) [Ecopetrol S.A (EC)](/topic/$ec) [Perpetua Resources Corp. Common Shares (PPTA)](/topic/$ppta) [Bitcoin (BTC)](/topic/bitcoin) [GrafTech International Ltd. (EAF)](/topic/$eaf) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) ### Top Social Posts Top posts by engagements in the last [--] hours "He would probably be more bullish on #cobalt if they had higher Co grades at $IVN.TO Kamoa-Kakula. Issue with demand is that big buyers want to have certainly of supply. Tough planning ahead with 70% of Co coming from one jurisdiction the DRC https://www.bloomberg.com/news/articles/2021-06-14/cobalt-bubble-will-burst-ivanhoe-executive-in-congo-says https://www.bloomberg.com/news/articles/2021-06-14/cobalt-bubble-will-burst-ivanhoe-executive-in-congo-says" [X Link](https://x.com/ColdmanSax/status/1404465834609815557) 2021-06-14T15:48Z [----] followers, [--] engagements "@angelus0010 @TraderPamplona I like $IVN.TO and rate Friedland highly. You have to invest EARLY with him. I was on site 8yrs ago when they were still drilling out Kamoa only (no Kakula yet then) and was blown away then. Its on a different level vs other now that it is in production but does look cheap" [X Link](https://x.com/ColdmanSax/status/1422976232828907523) 2021-08-04T17:42Z [----] followers, [--] engagements "I remember the BIG ZINC zone at $IVN.TO. AMAZING grades of 30%+. Crush the ore and youve got concentrate" [X Link](https://x.com/ColdmanSax/status/1428063048858841089) 2021-08-18T18:35Z [----] followers, [--] engagements "The real question is WHAT % OF THESE ACTUALLY HAPPEN MAYBE 20% $500B of #hydrogen value chain projects have been announced through [----]. One potential bottleneck as project developers aim to raise capital: Many hydrogen projects are difficult for rating agencies to evaluate & plenty won't get investment-grade ratings https://t.co/0XZHbsmE98 https://t.co/ME0t9vzNfz $500B of #hydrogen value chain projects have been announced through [----]. One potential bottleneck as project developers aim to raise capital: Many hydrogen projects are difficult for rating agencies to evaluate & plenty won't get" [X Link](https://x.com/ColdmanSax/status/1433552017583132672) 2021-09-02T22:06Z [----] followers, [--] engagements "@eZoomLD @agnostoxxx @TraderPamplona Try RE-READING. Referring to $KBLT" [X Link](https://x.com/ColdmanSax/status/1440772811568549888) 2021-09-22T20:19Z [----] followers, [--] engagements "ADVANCED NUCLEAR POWER isn't just an opportunity it is a REQUIREMENT if the world is going to continue to electrify itself. New technologies are needed and the US government is interested as the US DOE intends fo fund HALF of this specific project. https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html" [X Link](https://x.com/ColdmanSax/status/1466359534813958148) 2021-12-02T10:52Z [----] followers, [--] engagements "The Enron COLLAPSE is a GREAT story for anyone not familiar. I have several friends who had front row seats to it all and the stories are INSANE. And before [----] $EOG was Enron Oil & Gas Always fascinated by how rapidly Enron unraveled. From $100 billion in reported revenue in [----] to bankruptcy by December [----]. https://t.co/njFhE3kYUm Always fascinated by how rapidly Enron unraveled. From $100 billion in reported revenue in [----] to bankruptcy by December [----]. https://t.co/njFhE3kYUm" [X Link](https://x.com/ColdmanSax/status/1466796076216860687) 2021-12-03T15:46Z [----] followers, [--] engagements "ABSOLUTE TRUTH. $IVN.TO was private for [--] YEARS before finally listing. Kamoa has been an OVERNIGHT SUCCESS THAT TOOK DECADES TO BUILD. Robert Friedland is every bit the LIVING LEGEND he seems to be but you wouldnt want to work for him" [X Link](https://x.com/ColdmanSax/status/1530124536284315649) 2022-05-27T09:51Z [----] followers, [--] engagements "$PBR bondholders and shareholders asked THE SAME QUESTION YEARS AGO and got the SAME RESPONSE. https://www.latestly.com/socially/world/exclusive-u-s-asked-brazils-petrobras-if-it-could-raise-oil-output-it-said-no-latest-tweet-by-reuters-3690980.html https://www.latestly.com/socially/world/exclusive-u-s-asked-brazils-petrobras-if-it-could-raise-oil-output-it-said-no-latest-tweet-by-reuters-3690980.html" [X Link](https://x.com/ColdmanSax/status/1545344726857297921) 2022-07-08T09:51Z [----] followers, [--] engagements "One of the GREATEST EVER UNCLE CARL @Carl_C_Icahn is ACTUALLY PURSUING what should be seen as a REAL ESG STRATEGY with $MCD and $KR but actual ESG 'investors' DON'T SEEM INTERESTED IN SUPPORTING. https://www.reuters.com/article/kroger-icahn-idAFL4N2XS0HF https://www.reuters.com/article/kroger-icahn-idAFL4N2XS0HF" [X Link](https://x.com/ColdmanSax/status/1545707533515763713) 2022-07-09T09:52Z [----] followers, [--] engagements "Lula has an ALLY as the NEW CEO of $PBR and theyre ALREADY talking about DE-LINKING local FUEL PRICES FROM INTL PRICES (no surprise) and SHIFTING FOCUS FROM DEEPWATER E&P to RENEWABLES (aka LOWER MARGINS) and now talking about EXPANDING REFINERIES. DIVIDEND WILL BE CUT ⚠ BRAZIL'S PETROBRAS WILL PLAY LEADING ROLE TO EXPAND REFINERIES SAYS NEW ENERGY MINISTER - Full story via Reuters at https://t.co/DTwdm5eN9e ⚠ BRAZIL'S PETROBRAS WILL PLAY LEADING ROLE TO EXPAND REFINERIES SAYS NEW ENERGY MINISTER - Full story via Reuters at https://t.co/DTwdm5eN9e" [X Link](https://x.com/ColdmanSax/status/1610056727155671040) 2023-01-02T23:33Z [----] followers, 19.2K engagements "A few to do your work on $FIL.TO $NGEX.V $ARG.TO $FM.TO $IVN.TO $IE $WCU.V $CDB.V. $5 COPPER is just a start. I may own some/all/none but Ive looked in depth at all" [X Link](https://x.com/ColdmanSax/status/1618965897770856450) 2023-01-27T13:35Z [----] followers, [----] engagements "$IVN.TO continues to be one to do your work on Ivanhoe Mines to Release Kamoa-Kakula [----] Integrated Development Plan and [----] Cash Cost Guidance on Monday January [--] - Junior Mining Network $IVN.TO https://t.co/euSO4vF3h9 Ivanhoe Mines to Release Kamoa-Kakula [----] Integrated Development Plan and [----] Cash Cost Guidance on Monday January [--] - Junior Mining Network $IVN.TO https://t.co/euSO4vF3h9" [X Link](https://x.com/ColdmanSax/status/1619001227202928641) 2023-01-27T15:55Z [----] followers, [---] engagements "ENDLESS opportunities with the MISPRICING OF POLITICAL RISK with $IVN.TO and many others Listening to Robert @robert_ivanhoe go to town on the discount rates used on Kamoa-Kakula and mining operations in the DRC is bringing up fond memories of 2017/18 for the koala Let's revisit the sweet words of Paul Gait in summer [----] And the koala agress with Robert https://t.co/QkTxMNuCGT Listening to Robert @robert_ivanhoe go to town on the discount rates used on Kamoa-Kakula and mining operations in the DRC is bringing up fond memories of 2017/18 for the koala Let's revisit the sweet words of Paul" [X Link](https://x.com/ColdmanSax/status/1621910704692379652) 2023-02-04T16:37Z [----] followers, [---] engagements "$NEM smells a GOLD BULL MARKET and is hoping a well-timed acquisition helps them pay for their sins (in capital allocation) as the bull cycle matures Australia's No. [--] gold miner Newcrest Mining Ltd says it received a non-binding all-stock takeover offer implying an equity value of $16.93 billion from U.S.-based gold miner Newmont Corporation Source: https://t.co/qzQb5QoA7f Australia's No. [--] gold miner Newcrest Mining Ltd says it received a non-binding all-stock takeover offer implying an equity value of $16.93 billion from U.S.-based gold miner Newmont Corporation Source:" [X Link](https://x.com/ColdmanSax/status/1623092860458262528) 2023-02-07T22:54Z [----] followers, [---] engagements "Agreed with this. $GM direct investment into $LAC shows what the future holds for BATTERY METALS MINERS and their off-takers who will increasingly prefer to be PARTNERS AND CO-INVESTORS. Remember $DAL has owned their own OIL REFINERY for over 10yrs 🌎 The 'land grab' for lithium is just getting started with GM deal says EV materials expert "auto majors have learnt the hard way over the last five years that scaling batteries gigafactories is much easier and quicker than scaling mining https://t.co/YWU3GtOYVX 🌎 The 'land grab' for lithium is just getting started with GM deal says EV materials" [X Link](https://x.com/ColdmanSax/status/1626229610089426946) 2023-02-16T14:38Z [----] followers, [---] engagements "Visions of the future for Lulas influence on $PBR and their realized OIL/FUEL price. Maybe you get the (likely reduced) dividend but dont bet on any valuation multiples expansion President Luiz Inacio Lula da Silva kept pressure on the central bank to lower Brazils interest rates calling on it to "think about how to take care of the country https://t.co/BTKclPjps6 President Luiz Inacio Lula da Silva kept pressure on the central bank to lower Brazils interest rates calling on it to "think about how to take care of the country https://t.co/BTKclPjps6" [X Link](https://x.com/ColdmanSax/status/1626235829311131650) 2023-02-16T15:03Z [----] followers, [---] engagements "$F is probably going to have to switch away from CATLs LFP batteries sooner rather than later ⚠ FORD CONFIRMS IT HALTED PRODUCTION SHIPMENT OF F-150 LIGHTNING ELECTRIC TRUCK OVER POTENTIAL BATTERY ISSUE -AUTOMAKER - https://t.co/PXzr8iw0X5 ⚠ FORD CONFIRMS IT HALTED PRODUCTION SHIPMENT OF F-150 LIGHTNING ELECTRIC TRUCK OVER POTENTIAL BATTERY ISSUE -AUTOMAKER - https://t.co/PXzr8iw0X5" [X Link](https://x.com/ColdmanSax/status/1627750295026470944) 2023-02-20T19:21Z [----] followers, [---] engagements "GOLD West African CFA Franc Government of Burkina Faso (not the CB) buys [----] oz of #Gold straight from @EndeavourMining to use as currency BF "commandeered" 200kg of Au & $EDV shall be compensated (sounds like a payment promise of a junior explorer). I hope the cheque is in the mail. https://t.co/WJziaiXXUu Government of Burkina Faso (not the CB) buys [----] oz of #Gold straight from @EndeavourMining to use as currency BF "commandeered" 200kg of Au & $EDV shall be compensated (sounds like a payment promise of a junior explorer). I hope the cheque is in the mail. https://t.co/WJziaiXXUu" [X Link](https://x.com/ColdmanSax/status/1627761490521477132) 2023-02-20T20:05Z [----] followers, [----] engagements "@indifferentia_ @ArchiteuthisDx $IVN.TO is a great selection though the easy money has definitely already been made" [X Link](https://x.com/ColdmanSax/status/1634954502108516356) 2023-03-12T16:28Z [----] followers, [---] engagements "Automakers are following a clear pattern: Announce EV strategy - plans for gigafactories - take battery mfg in-house - tell market they may invest in miners - actually invest in miners. SIMPLE. First was $TSLA then $GM then $STLA and now $VOW.DE. More will follow" [X Link](https://x.com/ColdmanSax/status/1636756300179570688) 2023-03-17T15:48Z [----] followers, [----] engagements "Now Buffett can acquire up to 50% of $OXY and I bet he does Warren Buffett just bought another [---] million shares of Occidental Petroleum $OXY which brings Berkshire Hathaway's ownership to just under [---] million shares. Buffett really likes this company Warren Buffett just bought another [---] million shares of Occidental Petroleum $OXY which brings Berkshire Hathaway's ownership to just under [---] million shares. Buffett really likes this company" [X Link](https://x.com/ColdmanSax/status/1641094241538506754) 2023-03-29T15:05Z [----] followers, [----] engagements "I travel a lot and usually in emerging / frontier markets. Always keep some Benjamins in my wallet just in case and whenever Ive needed to use any for emergencies etc - theyve always been accepted. King Dollar reigns supreme. Just got in taxi at Zurich Airport. Me: any chance you will take US dollars Driver: of course sir. Its a currency too. The most famous one. Just got in taxi at Zurich Airport. Me: any chance you will take US dollars Driver: of course sir. Its a currency too. The most famous one" [X Link](https://x.com/ColdmanSax/status/1656295331611410433) 2023-05-10T13:49Z [----] followers, [----] engagements "My old fund was a BIG holder of a basket of luxury brands. Their resilience through they cycles and structural demand growth in emerging and frontier markets is absolutely incredible" [X Link](https://x.com/ColdmanSax/status/1656319782050725890) 2023-05-10T15:26Z [----] followers, [---] engagements "You are talking about $PBR right I dont think there is anything more hilarious in this market than seeing the safe dividend bros buy shitcos with high yields and actually believe that they will get paid that when the Co will 1000% be cutting that divvy I dont think there is anything more hilarious in this market than seeing the safe dividend bros buy shitcos with high yields and actually believe that they will get paid that when the Co will 1000% be cutting that divvy" [X Link](https://x.com/ColdmanSax/status/1656330177922621440) 2023-05-10T16:07Z [----] followers, [----] engagements "@MatthewW944 @YellowLabLife @NeilRingdahl $BHP would probably rather deal with the Americas vs Central Africa. And $IVN.TO already has some off-take committed to the Chinese while Filo/Vicua is uncommitted (so it still has full strategic value). And maybe easier to do a deal with the Lundins vs Friedland" [X Link](https://x.com/ColdmanSax/status/1656460402505445378) 2023-05-11T00:45Z [----] followers, [---] engagements "Love the museum and love the idea Perhaps we could do an all-stock merger with my urban mining venture - homeless people with hacksaws taking off catalytic converters from big SUVs. Gold + PGMs with no geological risk. Better than a royalty co" [X Link](https://x.com/ColdmanSax/status/1678085681027985414) 2023-07-09T16:56Z [----] followers, [---] engagements "Somehow we survived" [X Link](https://x.com/ColdmanSax/status/1678111525494718464) 2023-07-10T08:10Z [----] followers, [----] engagements "$LUN.TO $FIL.TO and $NGEX.V will make this happen and it wont be the first time the Lundins are successful in Argentina after Alumbrera and Veladero @stocktalkweekly Argentina has the potential for a five-fold increase in #mining exports in the next decade #lithium has the biggest potential to fuel the increase Fernanda vila and several other politicians have assured the #mining community that nationalisation will not be the chosen path. https://t.co/Bf3kqydUrF @stocktalkweekly Argentina has the potential for a five-fold increase in #mining exports in the next decade #lithium has the biggest" [X Link](https://x.com/ColdmanSax/status/1678121434751832064) 2023-07-09T19:18Z [----] followers, [----] engagements "$THX.V is one to do your work on. Excellent management team proving themselves in a challenging (even for locals) but prolific jurisdiction - with district-scale potential. The gold comes cheap and the lithium potential comes for free" [X Link](https://x.com/ColdmanSax/status/1694447285248176545) 2023-08-23T20:31Z [----] followers, [----] engagements "I was once a large holder of $CPAC and knew it well. If the company couldnt capitalize (in terms of shareholder returns) on the past mine build-out in northern Peru a decade ago hard to see much structural upside this time around Cheapest EM stocks from my watch list by Forward PE. not the most crazy compounders but cheap holdings. Soon I will write a quick notes to subscribers on what went wrong with CK Hutchison https://t.co/SDirzKnThD Cheapest EM stocks from my watch list by Forward PE. not the most crazy compounders but cheap holdings. Soon I will write a quick notes to subscribers on" [X Link](https://x.com/ColdmanSax/status/1694451449416081599) 2023-08-23T20:48Z [----] followers, [----] engagements "The toilet hasnt flushed just yet. KEEP HIKING RATES Greta Gerwigs Barbie amassed a staggering $1 billion globally in record time. But its most surprising achievement arguably comes from its soundtrack Im Just Ken has become a Billboard [---] single and is a serious contender for meme of the summer. https://t.co/XnZ2oouEFy Greta Gerwigs Barbie amassed a staggering $1 billion globally in record time. But its most surprising achievement arguably comes from its soundtrack Im Just Ken has become a Billboard [---] single and is a serious contender for meme of the summer. https://t.co/XnZ2oouEFy" [X Link](https://x.com/ColdmanSax/status/1694455092907266049) 2023-08-23T21:02Z [----] followers, [---] engagements "As food makes up a bit chunk of Chinese PPI/CPI and pork is one of the categorys biggest weights pork prices have often correlated well with the direction of Chinese inflation. Looks like a situation of IMPORTING INFLATION (food + energy) and EXPORTING DEFLATION (goods)" [X Link](https://x.com/ColdmanSax/status/1694455725559534007) 2023-08-23T21:05Z [----] followers, [---] engagements "If you are meeting with a junior miner and the CEO spends more time talking about the bull case for the underlying commodity then you probably shouldnt invest in the company. MOST gold juniors (and even developers) are guilty of this. A call option instead of a business" [X Link](https://x.com/ColdmanSax/status/1694463507930993000) 2023-08-23T21:35Z [----] followers, 15.7K engagements "Excellent analysis by @YellowLabLife. I have long thought that lithium brines would function like the Pilbara + Carajas projects do on the global cost curve - taking up half of the curve and all at the bottom quartile. But this does take some time" [X Link](https://x.com/ColdmanSax/status/1695528746252386537) 2023-08-26T20:08Z [----] followers, [---] engagements "News from a few months ago but this makes sense. Probably means $OXY is all the more attractive for minority investors who don't actually want it to be acquired" [X Link](https://x.com/ColdmanSax/status/1695536052142772500) 2023-08-26T20:37Z [----] followers, [--] engagements "Despite $TSLA being the leader in all things EV the company still doesn't seem to understand the mining industry as evidenced by the use of global mineral reserves & resources. It is at best an academic metric. Reality must focus on actual discoveries and projects" [X Link](https://x.com/ColdmanSax/status/1695537057215463921) 2023-08-26T20:41Z [----] followers, [--] engagements "The reality about the BRICS group isn't that its near/medium-term threat to USD dominance. The real risk is that BRICS controls more upstream oil supply than OPEC+ does - and THAT potentially represents a problem especially when US/EU are VOLUNTARILY RELINQUISHING mkt share" [X Link](https://x.com/ColdmanSax/status/1713203204500992445) 2023-10-14T14:40Z [----] followers, [----] engagements "After all of the Presidential disclosures its evident that bro used his seat as Mayor to enrich himself beyond his abilities to do so in the private sector. Hell definitely run for Congress - gotta get that deal flow and stock picks for Surarez Capital Management" [X Link](https://x.com/ColdmanSax/status/1713204302087336205) 2023-10-14T14:45Z [----] followers, [---] engagements "This was obvious to anyone who did even a decent level of due diligence. Look at the people involved and the garbage agreements they are signing - red flags all over the place. Idle assets (that are deliberately encumbered) cannot create real value in the long-run" [X Link](https://x.com/ColdmanSax/status/1713210068408188957) 2023-10-14T15:08Z [----] followers, [----] engagements "Fair point but given sanctioned or price-capped supplies from Russia and Iran I dont think Chinas realized acquisition price for oil is the same as it is for US importers" [X Link](https://x.com/ColdmanSax/status/1713212227841368244) 2023-10-14T15:16Z [----] followers, [---] engagements "Of all the things I DO NOT listen to Yellen on OIL is probably at the top of the list" [X Link](https://x.com/ColdmanSax/status/1713218408198594777) 2023-10-14T15:41Z [----] followers, [---] engagements "Many dont realize that oil supply is a self-healing market given average decline rates of 10% (or more) for the average oil field. So if investment isnt sufficient production drops anyways. Except now we are seeing record demand in the face of abysmal investment" [X Link](https://x.com/ColdmanSax/status/1713220953679806651) 2023-10-14T15:51Z [----] followers, [----] engagements "The bigger issue is that the man got a standing ovation with widespread praise and applause by Canadas Parliament yet nobody seemed to stop and realize that Russia/USSR was an Allied nation in WW2 so anyone bravely fighting them was in fact supporting the Axis" [X Link](https://x.com/ColdmanSax/status/1713258840869806443) 2023-10-14T18:21Z [----] followers, [---] engagements "@jenstilmanydots Picking bottoms will only give you smelly fingers. :) I wouldn't be buying copper futures here but instead investing in copper producers who can grow production and jrs/devs with district-scale projects and either cash on hand or the ability to raise capital" [X Link](https://x.com/ColdmanSax/status/1713547325707063677) 2023-10-15T13:28Z [----] followers, [----] engagements "@jenstilmanydots That kind of exposure gives you some undated optionality that means you don't need to try to guess when copper prices start melting higher. Fundamentals are already supportive and the deficit is coming especially if prices stay lower" [X Link](https://x.com/ColdmanSax/status/1713547574995571078) 2023-10-15T13:29Z [----] followers, [---] engagements "@RavingStark1 Fair point but that just means that once India starts moving it will be less of a shock (upwards shock on commodity prices) but probably more durable because it won't be centralized and forced. China has 80-100 million excess housing units while India has a HUGE deficit" [X Link](https://x.com/ColdmanSax/status/1713548344755191835) 2023-10-15T13:32Z [----] followers, [--] engagements "@InvestInOnG Not all governments are so the jurisdiction of your investments matters more than ever" [X Link](https://x.com/ColdmanSax/status/1713549116314169570) 2023-10-15T13:35Z [----] followers, [---] engagements "@jenstilmanydots It's on my watchlist and worth tracking but I'm probably more likely to drop it than ramp up work and make an investment. I have massive respect for Lassonde - one of the Three Kings of Americas mining along with the Lundins and Friedland" [X Link](https://x.com/ColdmanSax/status/1713549942956929464) 2023-10-15T13:38Z [----] followers, [---] engagements "@Toronto242M @jenstilmanydots Easier said than done. I think now is the time you want to have copper in your portfolio but through exposure to top tier producers and new projects" [X Link](https://x.com/ColdmanSax/status/1713550181566750822) 2023-10-15T13:39Z [----] followers, [---] engagements "@ShakeyPremis Despite record exploration spending and $100+ oil for several years the exploration results were abysmal. The only real supply growth came from Brazil pre-salt Canadian heavy and unconventional and most notably from US shale" [X Link](https://x.com/ColdmanSax/status/1713550836356260088) 2023-10-15T13:42Z [----] followers, [--] engagements "@ShakeyPremis Without US shale alone oil prices would have climbed so high that it would have caused a recession/depression in my view. $200 oil or higher" [X Link](https://x.com/ColdmanSax/status/1713551057601614175) 2023-10-15T13:43Z [----] followers, [--] engagements "@healy_trader You can't look at overall metrics for juniors. That's like looking at average hedge fund returns or the average tech startup returns. Do your work and find the winners. The world of jr miners is no place for blind/passive investment or even index-level investment" [X Link](https://x.com/ColdmanSax/status/1713551542928785522) 2023-10-15T13:44Z [----] followers, [--] engagements "@CorpusCol You can only extend so many bad loans before it becomes unsustainable. China's Belt & Road Initiative is one big joke" [X Link](https://x.com/ColdmanSax/status/1713555608509501471) 2023-10-15T14:01Z [----] followers, [--] engagements "@ShakeyPremis 100%. Cost of capital and access to capital are real issues as well. Almost the kind of fundamentals that make the commodity more attractive. I don't have any coal investments right now but am always looking for the right one. Regardless I'm VERY long energy" [X Link](https://x.com/ColdmanSax/status/1713556549438689751) 2023-10-15T14:04Z [----] followers, [--] engagements "@ShakeyPremis Nobody and no country is actually going to proceed with reducing aggregate energy use and all of that. A ridiculous utopian view that is pushed by those who hate the oil and mining industries but also don't realize their importance" [X Link](https://x.com/ColdmanSax/status/1713557154592874738) 2023-10-15T14:07Z [----] followers, [--] engagements "@healy_trader @jenstilmanydots Formerly in investment management (and forever a hedge fund supremacist) focused on natural resources now on the Board/Mgmt side (mining and oil) - and still managing my family portfolio with concentrated public/private investments" [X Link](https://x.com/ColdmanSax/status/1713559075370242353) 2023-10-15T14:14Z [----] followers, [---] engagements "@jmsims2 @Toronto242M @jenstilmanydots I like it. Along with $IVN.TO. If there is one thing I've learned from investing along with Friedland over the past decades it's that you generally do better if you invest earlier and don't try to trade around his companies" [X Link](https://x.com/ColdmanSax/status/1713560925267996703) 2023-10-15T14:22Z [----] followers, [---] engagements "@Toronto242M @jenstilmanydots Because I don't invest in charts. I invest in fundamentals. For my copper investments sideways is just fine. When the market turns - and it will - the real fireworks happen. Making equity investments that depend on commodity upside doesn't work across the cycles" [X Link](https://x.com/ColdmanSax/status/1713561657874563083) 2023-10-15T14:25Z [----] followers, 14K engagements "@KNLCBD @radog_77 $SEI.V is interesting. On my watchlist but I don't own any" [X Link](https://x.com/ColdmanSax/status/1713564936314491094) 2023-10-15T14:38Z [----] followers, [---] engagements "@Toronto242M @jenstilmanydots Charts are a coincidence indicator not a predictor" [X Link](https://x.com/ColdmanSax/status/1713565133669048659) 2023-10-15T14:38Z [----] followers, [----] engagements "@KNLCBD @radog_77 $RKH.L is a blast from the past. I remember when they made the Sea Lion discovery. FOGL seems to have gone away. Maybe an interesting project but hard to see a clear path to development. And the issue now is going to be FID capex etc etc. I like more high-impact E&Ps" [X Link](https://x.com/ColdmanSax/status/1713598381656821793) 2023-10-15T16:51Z [----] followers, [---] engagements "Correction the Gold ETF was the worst thing to happen to Gold MINERS. The physical gold ETFs meant you could get Delta [--] exposure to physical gold without having to stack bars in a safe. And it also meant you didnt have to buy the miners who RARELY deserve investment" [X Link](https://x.com/ColdmanSax/status/1715509894227620045) 2023-10-20T23:26Z [----] followers, [---] engagements "Looks like it enjoyed a Chipotle norovirus burrito earlier that day Slag from an iron foundry. https://t.co/kXdmBLoJUk Slag from an iron foundry. https://t.co/kXdmBLoJUk" [X Link](https://x.com/ColdmanSax/status/1715513100974350703) 2023-10-20T23:39Z [----] followers, [---] engagements "@ReserveList @jenstilmanydots Codelco isn't a swing producer so I wouldn't exactly wait for this. Better to look at the pain that Codelco is facing right now and same with $FCX. And $TCK.and others. No big projects are going to be funded at this Cu price and few explorers can raise capital" [X Link](https://x.com/ColdmanSax/status/1717165326364791109) 2023-10-25T13:04Z [----] followers, [--] engagements "@MichaelWieland7 @Toronto242M @BurggrabenH @jenstilmanydots True but I own explorers - so my long thesis is driven by bottom-up geological drivers not spot Cu beta. I don't own $FCX and their pain is my gain. Spot Cu impacts sentiment but it also hollows out the growth pipeline. Instead I'm effectively long copper out 5-10yrs" [X Link](https://x.com/ColdmanSax/status/1717168733192339894) 2023-10-25T13:18Z [----] followers, [---] engagements "Ive been promising to post some investment ideas and here you go. FYI I might hold none/some/all of these and I might be buying/selling at any time. Some to really DO YOUR WORK ON and some to just keep on the watchlist. In no particular order" [X Link](https://x.com/ColdmanSax/status/1720080690996527373) 2023-11-02T14:09Z [----] followers, 69.6K engagements "#OIL $OXY US-centric integrated E&P with a beautiful chemicals business. Buffet likes it and so do I. $AOI.TO Producing E&P with a dynamic exploration portfolio and excellent track record. Shame they bailed on Kenya but I get it" [X Link](https://x.com/ColdmanSax/status/1720080806209892575) 2023-11-02T14:09Z [----] followers, [----] engagements "#OIL $SEI.V Carried on several wells in one of the most high-impact basins Namibia $VIST I generally loathe unconventionals but very much like this strategy management and track record. $SSL Beyond hated and dirt cheap with a 8% div yield. Worth a look for optionality" [X Link](https://x.com/ColdmanSax/status/1720080910643834943) 2023-11-02T14:10Z [----] followers, [----] engagements "#COPPER $FIL.TO + $NGEX.V Best mgmt team with a proven track record. Unlocking a district-scale opportunity that might just be bigger than Escondida. $IE Top mgmt team with excellent assets in the US good optionality of future US govt support" [X Link](https://x.com/ColdmanSax/status/1720081260176085228) 2023-11-02T14:11Z [----] followers, [----] engagements "#NICKEL $TMC Very cheap at this level; seabed mining will be a disruptor and is a misunderstood asset. $LZM One of the best Ni assets on earth with Kabanga in the emerging East African Nickel Belt; little value attributed to their very impressive hydromet business" [X Link](https://x.com/ColdmanSax/status/1720081352966713529) 2023-11-02T14:12Z [----] followers, [----] engagements "#REEs $MP Not the best asset but scarcity value in the US and clear US govt support. Some very interesting privates out there as well" [X Link](https://x.com/ColdmanSax/status/1720081914449764669) 2023-11-02T14:14Z [----] followers, [----] engagements "#GOLD $EDV.TO Top gold mgmt team with strategic shareholder support and an impressive track record of adding value through exploration; Randgold [---]. #LUG.TO Best mgmt team and a deposit that will only get bigger and better; low cost cash machine" [X Link](https://x.com/ColdmanSax/status/1720081970171158833) 2023-11-02T14:14Z [----] followers, [----] engagements "$LUG.TO (typo above) Best mgmt team and a deposit that will only get bigger and better; low cost cash machine" [X Link](https://x.com/ColdmanSax/status/1720082212706816470) 2023-11-02T14:15Z [----] followers, [---] engagements "#CRITICALMINERALS - Looking at critical minerals projects in US Free Trade Agreement countries focused on battery metals + #antimony #bismuth #magnesium #rhenium #tellurium #tungsten #vanadium" [X Link](https://x.com/ColdmanSax/status/1720082284651700269) 2023-11-02T14:15Z [----] followers, [---] engagements "This is by no means an exhaustive list. There are some #NICKEL and #COPPER jrs/developers I'm watching in Canada/Australia/Brazil but not worth mentioning just yet. Let me know of any others I should put on my watchlist" [X Link](https://x.com/ColdmanSax/status/1720082494639485163) 2023-11-02T14:16Z [----] followers, [----] engagements "Some serious #copper M&A is coming in the next few quarters. Asset-level M&A and big strategic investments being discussed with some already announced. Post-Future Minerals Forum / Indaba / BMO I expect to see some big headlines on this. What we've seen is only the beginning" [X Link](https://x.com/anyuser/status/1746138072306135438) 2024-01-13T11:52Z [--] followers, 22.5K engagements "Great comments and chart on #tariffs. Heres the other side of it showing US govt revenue from tariffs alone. Safe to say there is probably some upside to this figure. Invest accordingly. For most of our countrys history the federal government was funded by tariffs there was no income tax the budget was (mostly) balanced and federal spending was less than 10% of GDP. https://t.co/vyxL9LTT9A For most of our countrys history the federal government was funded by tariffs there was no income tax the budget was (mostly) balanced and federal spending was less than 10% of GDP. https://t.co/vyxL9LTT9A" [X Link](https://x.com/ColdmanSax/status/1857474652953784464) 2024-11-15T17:24Z [----] followers, [----] engagements "In my mid-30s I thought it would be a good idea to buy into some PUD oilfields in Nigeria after some successful passive investments in the space. LESSON LEARNED. How did you get into the oil and gas industry and at what age I was [--] and a buddy of mine told me about wireline. We use to work together at Midwest Glass and he left to become a tool hand. Reached out to him one day and told me it would be easy. laugh out loud How did you get into the oil and gas industry and at what age I was [--] and a buddy of mine told me about wireline. We use to work together at Midwest Glass and he left to" [X Link](https://x.com/ColdmanSax/status/1857477573380395462) 2024-11-15T17:35Z [----] followers, [---] engagements "I'm an unrepentant #oil bull waiting for inflation to wake back up. Seems to me that is what is needed for price to find some direction. So for now I'm just sitting patiently bathing in my long oil optionality until that happens" [X Link](https://x.com/ColdmanSax/status/1857502534308409634) 2024-11-15T19:14Z [----] followers, [----] engagements "@KNLCBD $AOI.TO (deepwater is conventional in my book) $OXY (I know they have shale but not the driver) and a bit of a punt on $SEI.V - and I have legacy exposure to a Nigerian project that is kind of an undated call option" [X Link](https://x.com/ColdmanSax/status/1857504833818730607) 2024-11-15T19:23Z [----] followers, [---] engagements "@Patty6667 The $EC and $PBR dividends are juicy but I'm all here for capital gains. I learned some lessons with $PBR during Lula [---] and while he might take a different path this time I'm looking for bigger upside anyways. Has been a good run for both though" [X Link](https://x.com/ColdmanSax/status/1857510005613731926) 2024-11-15T19:44Z [----] followers, [---] engagements "@Patty6667 Good point on $EC. Petro definitely results in a discount but maybe for good reason. The only thing more dangerous than a young communist is an old one who should know better = Petro" [X Link](https://x.com/ColdmanSax/status/1857513189090447507) 2024-11-15T19:57Z [----] followers, [---] engagements "@healy_trader Well I was only half-joking. The boys over at $GLEN.L are in this business The obvious NPV calculations mean there could be a discount on royalties and/or corporate tax for a fixed period (maybe life of mine). Plenty else to negotiate as well. https://www.reuters.com/world/africa/exclusive-glencore-chad-creditors-agree-principle-terms-debt-treatment-source-2022-11-10/ https://www.reuters.com/world/africa/exclusive-glencore-chad-creditors-agree-principle-terms-debt-treatment-source-2022-11-10/" [X Link](https://x.com/ColdmanSax/status/1858194334228562327) 2024-11-17T17:03Z [----] followers, [---] engagements "Welcome to the new bull market in mining. The $MP deal ignited the sector and there will be others. DOD coming in with 10yr offtake with a price floor nearly double today's price + equity investment + crowding-in of additional top tier equity and offtake investors. WOW" [X Link](https://x.com/ColdmanSax/status/1948782373983653888) 2025-07-25T16:28Z [----] followers, [----] engagements "The $MP deal makes a lot of sense. Big REE mine actually operating in the US but concentrate had been exported to China for processing before being re-imported. What other deals might be next" [X Link](https://x.com/ColdmanSax/status/1948782621539889633) 2025-07-25T16:29Z [----] followers, [----] engagements "$PPTA the Original Gangster of DOD + EXIM funding will continue to benefit from this project financing and offtake" [X Link](https://x.com/ColdmanSax/status/1948783705675145692) 2025-07-25T16:33Z [----] followers, [----] engagements "Uranium focus by DOD DOE etc might be another focus. $UUUU to benefit from this as well. $LEU also has unique upside as the only US-owned supplier of nuclear fuel and services" [X Link](https://x.com/ColdmanSax/status/1948784010710192534) 2025-07-25T16:34Z [----] followers, [---] engagements "$IPX also solves the issue of titanium sponge supply. One of the most valuable critical mineral assets in Ukraine is the Zaporizhzhya Ti sponge plant. Funding and scaling $IPX means the US + Allies do not really need the asset" [X Link](https://x.com/ColdmanSax/status/1948786109174939972) 2025-07-25T16:43Z [----] followers, [----] engagements "$TMC and the entire deep-sea mining and nodule processing theme will also likely benefit from continued US govt support. $OMEX has exposure through two private investments. Others with exposure are $RIG and $LMT. More likely to get involved soon" [X Link](https://x.com/ColdmanSax/status/1948789525506908516) 2025-07-25T16:56Z [----] followers, [----] engagements "Hard to take a strong view on oil prices but I'm bullish. I like producers and explorers including $OXY $RKH.L $SEI.V and $KOS" [X Link](https://x.com/ColdmanSax/status/1948791871750504903) 2025-07-25T17:06Z [----] followers, [----] engagements "@HankRuehl Theyll be well positioned for their own 10x production scaling program a la $MP" [X Link](https://x.com/ColdmanSax/status/1948803260405743743) 2025-07-25T17:51Z [----] followers, [---] engagements "@RockBtmEntries Ah good catch on $WCU.V. I missed the news so its now off my watchlist. https://worldcopperltd.com/2025/07/23/plata-latina-and-world-copper-announce-acquisition-of-the-zonia-project-byplata-latina-and-concurrent-17-million-financing-to-createa-development-focused-copper-company-to-be-named-edge/ https://worldcopperltd.com/2025/07/23/plata-latina-and-world-copper-announce-acquisition-of-the-zonia-project-byplata-latina-and-concurrent-17-million-financing-to-createa-development-focused-copper-company-to-be-named-edge/" [X Link](https://x.com/ColdmanSax/status/1948840652063867064) 2025-07-25T20:19Z [----] followers, [---] engagements "@Dannybo42839613 Im not a fan. Never liked it because of the $BVN clawback and even after buying out $BVN I just still dont like it. Maybe Im biased against mgmt or Peru but its not on my watchlist" [X Link](https://x.com/ColdmanSax/status/1948885009525604615) 2025-07-25T23:16Z [----] followers, [---] engagements "@ltreecapital @YellowLabLife Ill take a look but rank South Africa amongst the worst jurisdictions" [X Link](https://x.com/ColdmanSax/status/1948885359690936689) 2025-07-25T23:17Z [----] followers, [---] engagements "Good wisdom here from $MP: If you can buy a world-class asset at a discount to replacement cost at the bottom of a cycle luck finds you. @MPMaterials https://www.forbes.com/sites/johnhyatt/2025/08/10/trumps-trade-war-mints-an-unlikely-new-american-mining-billionaire/ https://www.forbes.com/sites/johnhyatt/2025/08/10/trumps-trade-war-mints-an-unlikely-new-american-mining-billionaire/" [X Link](https://x.com/ColdmanSax/status/1955338487697142263) 2025-08-12T18:39Z [----] followers, [----] engagements "Adding to my previous watchlists here are a few more from more work and some good recommendations in comments and DMs" [X Link](https://x.com/ColdmanSax/status/1958521493744132334) 2025-08-21T13:28Z [----] followers, [---] engagements "Some additions to your oil watchlist. Meren Energy $MER.TO the old Africa Oil. Another is Oil States Int'l $OIS which also has a deep-sea mining services business (riser systems etc)" [X Link](https://x.com/ColdmanSax/status/1958521659503034872) 2025-08-21T13:28Z [----] followers, [----] engagements "A few to add to your lithium watchlist. $SQM in Chile also potential beneficiary of favorable presidential election results in Chile's November at a time when lithium prices have likely bottomed. Q2 Metals $QTWO.V could win from 'nearology' to $PMET.TO a clear M&A target" [X Link](https://x.com/ColdmanSax/status/1958527117215338819) 2025-08-21T13:50Z [----] followers, [----] engagements "@marketplunger1 I dont own any specific silver miners but I have big allocations to $SILJ and $GDXJ. Gold and silver likely to keep melting higher - and the equities should continue to outperform after a long period of relative underperformance. Good M&A targets in both ETFs as well" [X Link](https://x.com/ColdmanSax/status/1961530128799784963) 2025-08-29T20:43Z [----] followers, [---] engagements "Last cycle you made money by buying commodities China was short of. This cycle you will likely (continue to) make money by buying the critical minerals the US is short of. The DOD/DOW will do more $MP style deals - for lithium nickel cobalt titanium tantalum etc 🚨🚨EXCLUSIVE: White House reveals it will bring back the Department of War name for the Department of Defense.🚨🚨 🚨🚨EXCLUSIVE: White House reveals it will bring back the Department of War name for the Department of Defense.🚨🚨" [X Link](https://x.com/ColdmanSax/status/1963746364136788269) 2025-09-04T23:29Z [----] followers, 10.8K engagements "Oracle $ORCL up 40% () on AI growth guidance. $OCTO up 3000% in a day. $BMNR had a similar move a few weeks ago. Meanwhile Tether adds big GOLD exposure and El Salvador buys GOLD for the first time since [----]. The AI / crypto blowoff rally is spilling over into gold" [X Link](https://x.com/ColdmanSax/status/1965815917407048186) 2025-09-10T16:33Z [----] followers, [----] engagements "US Govt taking a 10% stake in $LAC could be similar to both $MP and $INTC deals. Offtake goes to industry - $GM and others - and project financing comes from DOE loans + public mkts. Biggest focus post-deal has to be on downstream processing - likely with their partner Aquatech" [X Link](https://x.com/ColdmanSax/status/1970856638316749286) 2025-09-24T14:23Z [----] followers, [----] engagements "I see this and really just want to add to my copper exposure" [X Link](https://x.com/ColdmanSax/status/1970919793743233073) 2025-09-24T18:34Z [----] followers, [----] engagements "A good list - well a good start to a list My watchlist of mining stocks that own the largest resource of its kind in the US Prime targets for resource nationalism https://t.co/PIqkU4pLlK My watchlist of mining stocks that own the largest resource of its kind in the US Prime targets for resource nationalism https://t.co/PIqkU4pLlK" [X Link](https://x.com/ColdmanSax/status/1975334136580620458) 2025-10-06T22:55Z [----] followers, [----] engagements "Love this basic but often effective due diligence. Go visit the HQ. Its easy to meet a Management Team at a nice conference hotel in NYC - but youll get a much better understanding by meeting them at their office. Reminds me of Sino-Forest Well as promised I visited the Hydrograph facility in Austin. There are no signs of the company at the address listed. However I did find in a vacant space what another tenant thought was an "energy company" which is taking over a lease from a former tenant. It's October 1st https://t.co/R9JgLFF2ll Well as promised I visited the Hydrograph facility in" [X Link](https://x.com/ColdmanSax/status/1975336970957250996) 2025-10-06T23:06Z [----] followers, [----] 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) 2025-10-06T23:14Z [----] followers, [----] engagements "There might be a pending deficit of uranium supplies - but there is already a dire shortage of quality uranium management teams. Big reason why my uranium exposure is zero. $UUUU and $LEU are better - but not pure uranium exposure. Devinder Randhawa is one of the shadiest most psychopathic tricksters in junior uranium. He'd sell his own mother for profit. No emotions no care for shareholders a true dinosaur mining scumbag. And he only left Twitter because of me. Be gone you heathen dog. https://t.co/w40SKXx45B Devinder Randhawa is one of the shadiest most psychopathic tricksters in junior" [X Link](https://x.com/ColdmanSax/status/1975343490226892927) 2025-10-06T23:32Z [----] followers, [----] engagements "@YellowLabLife $OMEX is a winner from the deep sea mining theme for sure and from their investment in OML (and others though less valuable in my view). That said I think it is unlikely they get direct government funding - as a service company with some minority investment holdings" [X Link](https://x.com/ColdmanSax/status/1975555175416054203) 2025-10-07T13:33Z [----] followers, [---] engagements "@birdseye88 One to do your work on for sure for US copper exposure but I don't think the Trump Administration would look to invest in it. I could be wrong but I don't see any catalysts needed that the White House could add alpha to. More likely to invest in Cu smelting/refining in the US" [X Link](https://x.com/ColdmanSax/status/1975591034186023053) 2025-10-07T15:56Z [----] followers, [---] engagements "@resourcebull Agreed. On my list. ONLY cobalt refinery in North America. The company just recapitalized and is ready to run - would do very well with an equity investment fund the restart + phased expansion as well as offtake for a premium price. $MP style deal" [X Link](https://x.com/ColdmanSax/status/1975591777735221280) 2025-10-07T15:59Z [----] followers, [---] engagements "@ASTSVisionary @eastvillcapital But do you see Trump praising him" [X Link](https://x.com/ColdmanSax/status/1975593653792895304) 2025-10-07T16:06Z [----] followers, [---] engagements "@HQRaccoon All the more reason why the White House would want some equity. Maybe penny warrants along with project financing and offtake" [X Link](https://x.com/ColdmanSax/status/1975661700385755434) 2025-10-07T20:37Z [----] followers, [--] engagements "@nunezischaos I like it for copper exposure but not likely a White House equity target" [X Link](https://x.com/ColdmanSax/status/1975662481168298461) 2025-10-07T20:40Z [----] followers, [---] engagements "Not exactly the tactical tip of the spear that Burundi needs for Eastern DRC Burundi special commandos. Over [--] "commandos" and only one landed in the stadium. The rest landed in forests on top of houses and electric polls Thanks to the power shortage in the country no one was electrocuted. https://t.co/wIYRHw2h3c Burundi special commandos. Over [--] "commandos" and only one landed in the stadium. The rest landed in forests on top of houses and electric polls Thanks to the power shortage in the country no one was electrocuted. https://t.co/wIYRHw2h3c" [X Link](https://x.com/ColdmanSax/status/1975699424493146477) 2025-10-07T23:07Z [----] followers, [----] engagements "Or maybe its easier to build them on earth with nuclear power. Space-hosted solar-powered data centers might be for the next cycle Amazon $AMZN Chairman Jeff Bezos on building massive data centres in space powered by solar $nvda $tsla $amd $meta $msft $goog $ceg $vst Within 10-20 years the giant gigawatt-scale data centers for AI training clusters will be built in space This would leverage 24/7 solar https://t.co/XbGbxyPdsx Amazon $AMZN Chairman Jeff Bezos on building massive data centres in space powered by solar $nvda $tsla $amd $meta $msft $goog $ceg $vst Within 10-20 years the giant" [X Link](https://x.com/ColdmanSax/status/1975700635099259234) 2025-10-07T23:11Z [----] followers, [----] 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) 2025-10-08T08:47Z [----] followers, [---] engagements "Great summary of $2222.SR earnings call. Oil at $70-80 is a good range in my view as it doesnt stifle economic growth but doesnt quite incentivize new supply from shale ShitCos .@aramco H1 earnings call with CEO Amin Nasser this morning Very strong profits this quarter but with oil looking weaker now can this be maintained #OOTT .@aramco H1 earnings call with CEO Amin Nasser this morning Very strong profits this quarter but with oil looking weaker now can this be maintained #OOTT" [X Link](https://x.com/ColdmanSax/status/1424731508322062337) 2021-08-09T13:57Z [----] followers, [--] engagements "@NickHornsey1 Im BULLISH on a medium-term view (3-5yrs) as Supply/Demand looks TIGHT from there and beyond. I dont have any current investments in the space but have previously owned $NXE.TO and Hathor Exploration (acquired by $RIO). http://DML.TO http://DML.TO" [X Link](https://x.com/ColdmanSax/status/1428354509697261572) 2021-08-19T13:53Z [----] followers, [--] engagements "Good to see some political stability in Zambia after @HHichilema wins in his SIXTH PRESIDENTIAL CAMPAIGN. Positive for $FM.TO with BIG COPPER EXPOSURE in Zambia as the country had been more of a RISK to them under Lungus administration. Zambian President Hakainde Hichilema took to Twitter on Thursday to assure creditors that theyll be paid https://t.co/ZMyWcunixF Zambian President Hakainde Hichilema took to Twitter on Thursday to assure creditors that theyll be paid https://t.co/ZMyWcunixF" [X Link](https://x.com/ColdmanSax/status/1433406967473741826) 2021-09-02T12:30Z [----] followers, [--] engagements "Positive in Zambia for $FM.TO but BIG negative risk in Panama as a 'completely new' contract is expected between the company and the government. It's NEVER easy in this business. https://www.reuters.com/world/americas/negotiations-over-major-copper-mine-contract-kick-off-panama-2021-09-01/ https://www.reuters.com/world/americas/negotiations-over-major-copper-mine-contract-kick-off-panama-2021-09-01/" [X Link](https://x.com/ColdmanSax/status/1433522131514519573) 2021-09-02T20:08Z [----] followers, [--] engagements "$PBR offshore pre-salt fields are some of the ONLY other oil discoveries/developments of the last 10-15yrs (other than shale ShitCos) and these fields are MASSIVE. For a time $PBR was the LARGEST non/quasi-sovereign creditor ON EARTH. Almost bankrupted them but didnt. In July [----] Brazil oil production (3.045 million b/d) was greater than all OPEC countries but Saudi Arabia & Iraq. Production from the Pre-salt was [-----] milllion b/d with just [---] wells (avg. production p/well 17k b/d) More projects coming online in short-term. Monster. https://t.co/uFiDtOeVbh In July [----] Brazil oil" [X Link](https://x.com/ColdmanSax/status/1433557194994110466) 2021-09-02T22:27Z [----] followers, [--] engagements "$FM.TO Cobre Panama comes in at around $22k/mt ($6.7B for 300k mt Cu). Kansanshi Sentinel and the rest of their projects were built for $10k/mt or so. For YEARS they had a slide in their presentation showing capex/mt for global COPPER projects and Cobre Panama was at the That $75Bn capex by [----] Chile need to go from 5.7MM to 7MM in Cu production Capex intensity $50k/t Back out Codelco ($40Bn prod flat) need $35Bn private capex to get growth $30k/t QB2 intensity $20k/t & investors hated it Even giving OT intensity a run for its money That $75Bn capex by [----] Chile need to go from 5.7MM to 7MM" [X Link](https://x.com/ColdmanSax/status/1433627605375324167) 2021-09-03T03:07Z [----] followers, [--] engagements "top - then an Inmet project. After $FM.TO ended up acquiring the company to get Cobre Panama I asked Clive about that capex/mt slide. He said THAT IS NOW THE PRICE TO DEVELOP A TIER ONE COPPER MINE. That trend has certainly continued - and wont stop anytime soon" [X Link](https://x.com/ColdmanSax/status/1433628637606170624) 2021-09-03T03:11Z [----] followers, [--] engagements "@CorpusCol @YellowLabLife For a responsible modern miner like $IVN.TO run by Robert Friedland the chance is ALMOST ZERO in the DRC. Last instance of outright expropriation in DRC was $FM.TO in [----] but that is a story in and of itself (Dan Gertler and all.). Was also my FIRST investment into $FM.TO" [X Link](https://x.com/ColdmanSax/status/1436287230079815710) 2021-09-10T11:15Z [----] followers, [--] engagements "My view is $IGO.AX gets the PREMIUM VALUATION because it is the MOST LIQUID BATTERY METALS MINER with exposure to MULTIPLE BATTERY METALS @agnostoxxx @TraderPamplona ASX + ESG = YUGE premiums. I got no idea honestly mgmt not the type I like to pay premiums for either. https://t.co/RnWQSqIchQ @agnostoxxx @TraderPamplona ASX + ESG = YUGE premiums. I got no idea honestly mgmt not the type I like to pay premiums for either. https://t.co/RnWQSqIchQ" [X Link](https://x.com/ColdmanSax/status/1440714484457226248) 2021-09-22T16:27Z [----] followers, [--] engagements "Im PRO-NUCLEAR and see nukes as the ONLY scalable solution for CLEAN BASELOAD energy production. BUT my gut tells me this rally doesnt feel right for some reason. Im watching from the SIDELINES The uranium market surged thanks to a frenzy of investment demand but one analyst warns: Everybody is getting played" https://t.co/pOudGAmxxj The uranium market surged thanks to a frenzy of investment demand but one analyst warns: Everybody is getting played" https://t.co/pOudGAmxxj" [X Link](https://x.com/ColdmanSax/status/1440760026621104131) 2021-09-22T19:28Z [----] followers, [--] engagements "Buying 110k mt/yr (mid-range) COPPER production for $1.865 billion = $17k/mtpa of Cu. NOT BAD in this market and one example of being BETTER TO BUY THAN BUILD. As it was a private operated generally by non-mining groups (Trafigura and Mubadala) there is probably" [X Link](https://x.com/ColdmanSax/status/1441782666517430273) 2021-09-25T15:12Z [----] followers, [--] engagements "GOOD EXPLORATION UPSIDE. Spain is a good jurisdiction as well. $FM.TO has had their Cobre Las Cruces mine there since acquiring Inmet in [----]. HIGH GRADE AND LOW COST but on the smaller tonnage side" [X Link](https://x.com/ColdmanSax/status/1441784055163351046) 2021-09-25T15:18Z [----] followers, [--] engagements "$BHP is looking to quietly slip back into Africa after spinning off $S32.AX in [----]. And who better to partner with than FRIEDLAND AND $IVN.TO . https://www.mining.com/web/bhp-discussing-congo-copper-deal-in-shift-of-strategy/ https://www.mining.com/web/bhp-discussing-congo-copper-deal-in-shift-of-strategy/" [X Link](https://x.com/ColdmanSax/status/1446070621327306754) 2021-10-07T11:11Z [----] followers, [--] engagements "This is the GENIUS of IVAN THE GREAT. $GLEN.L bought the rest of CERREJON COAL (66%) for about $588 million BUT $GLEN.L takes over CASH FLOW from the mine in [----]. SMART AGREEMENT as they may end up GETTING PAID TO TAKE THE ASSET. https://www.miningweekly.com/article/buy-a-coal-mine-get-a-bonus-glencore-makes-fortune-on-colombian-deal-2021-10-28/rep_id:3650 https://www.miningweekly.com/article/buy-a-coal-mine-get-a-bonus-glencore-makes-fortune-on-colombian-deal-2021-10-28/rep_id:3650" [X Link](https://x.com/ColdmanSax/status/1453814487379845131) 2021-10-28T20:02Z [----] followers, [--] engagements "I was just thinking about Kabanga Nickel the other day. Their plans to raise $1.3 billion for development might be difficult since the original licenses were REVOKED from $GOLD and $GLEN.L in [----] when Tanzania conveniently changed the MINING code. https://www.miningweekly.com/article/kabanga-says-tanzania-mine-may-answer-elon-musks-nickel-plea-2021-11-19 https://www.miningweekly.com/article/kabanga-says-tanzania-mine-may-answer-elon-musks-nickel-plea-2021-11-19" [X Link](https://x.com/ColdmanSax/status/1461663226991624206) 2021-11-19T11:50Z [----] followers, [--] engagements "Some of the back-story. Though it doesn't seem that $GOLD or $GLEN.L were too surprised or upset by it - it certainly DOES NOT encourage other foreign miners. https://www.reuters.com/article/us-tanzania-mining/tanzania-cancels-license-of-barrick-glencore-nickel-project-idUSKCN1ID0O7 https://www.reuters.com/article/us-tanzania-mining/tanzania-cancels-license-of-barrick-glencore-nickel-project-idUSKCN1ID0O7" [X Link](https://x.com/ColdmanSax/status/1461663610959187969) 2021-11-19T11:52Z [----] followers, [--] engagements "It is of course easy to say now but this negative headline out of Peru for $HOC.L was a SCREAMING buying opportunity for a quick trade OR MORE after falling 60% from the open. The value lost (temporarily) was above and beyond the value of the mines. https://www.ft.com/content/74521753-c47a-4f1d-900f-8272f10e9305 https://www.ft.com/content/74521753-c47a-4f1d-900f-8272f10e9305" [X Link](https://x.com/ColdmanSax/status/1463597939637510147) 2021-11-24T19:58Z [----] followers, [--] engagements "It reminds me of my initial ENTRY into $FM.TO back in [----] when DRC expropriated some of their assets. The stock fell WELL BELOW the level that assigned ZERO VALUE to those assets so I loaded up - and STILL hold my investment. BUY WHEN THERE IS BLOOD IN THE STREETS" [X Link](https://x.com/ColdmanSax/status/1463598365845999630) 2021-11-24T20:00Z [----] followers, [--] engagements "Im sure IVAN THE GREAT can pull some cash together to buy $GLEN.Ls COAL business. The chance of this happening IS NOT ZERO If the majority of large shareholders want us to spin off the coal business we will listen to what they say - Glencore CEO Gary Nagle tells investors and analysts. If the majority of large shareholders want us to spin off the coal business we will listen to what they say - Glencore CEO Gary Nagle tells investors and analysts" [X Link](https://x.com/ColdmanSax/status/1466435131334406163) 2021-12-02T15:52Z [----] followers, [--] engagements "Good to see some COPPER M&A. This makes $CS.TO more of a liquid mid-cap (with Mantos just beneath $FM.TO and $TECK.TO) and focused on the Americas. SMART MOVE and another example of INCREASING SCARCITY of PRODUCING COPPER MINES available to acquire. https://www.miningweekly.com/article/capstonemantos-merger-gives-life-to-americas-copper-miner-2021-12-01/rep_id:3650 https://www.miningweekly.com/article/capstonemantos-merger-gives-life-to-americas-copper-miner-2021-12-01/rep_id:3650" [X Link](https://x.com/ColdmanSax/status/1467507186486202380) 2021-12-05T14:52Z [----] followers, [--] engagements "Founder/Chairman of $IBRK (for a while had a BETTER credit rating than $JPM) Thomas Peterffy (who understands MARKET CREATION as good as ANYONE) says bitcoin could go to ZERO and it could also go to a MILLION DOLLARS. I AGREE. https://www.forbes.com/sites/billybambrough/2022/01/04/why-a-billionaire-bitcoin-and-ethereum-skeptic-suddenly-just-flipped-and-made-a-wild-crypto-price-prediction/sh=4a134c1e3a5e https://www.forbes.com/sites/billybambrough/2022/01/04/why-a-billionaire-bitcoin-and-ethereum-skeptic-suddenly-just-flipped-and-made-a-wild-crypto-price-prediction/sh=4a134c1e3a5e" [X Link](https://x.com/ColdmanSax/status/1479986480240074753) 2022-01-09T01:20Z [----] followers, [--] engagements "I'm not sure how the former CEO of Bulgari (Bluebell Chairman/CIO) has any idea about MINERAL ASSET PORTFOLIO STRATEGY for $GLEN.L - but I would BUY that COAL SPINOFF. https://www.mining.com/activist-investor-bluebell-presses-glencore-to-spin-off-coal-assets/ https://www.mining.com/activist-investor-bluebell-presses-glencore-to-spin-off-coal-assets/" [X Link](https://x.com/ColdmanSax/status/1495379574049452032) 2022-02-20T12:47Z [----] followers, [--] engagements "SOMEBODY at $GLEN.L SMELLS ARBITRAGE. https://www.mining.com/glencore-eyes-adding-lithium-to-trading-business-report/ https://www.mining.com/glencore-eyes-adding-lithium-to-trading-business-report/" [X Link](https://x.com/ColdmanSax/status/1610635777213435908) 2023-01-04T13:54Z [----] followers, [---] engagements "Few things better than a PROPER SITE VISIT to put all the pieces together. Critical when you are looking at a DISTRICT-SCALE play across two countries and three listed companies $LUN.TO $FIL.TO $NGEX.V" [X Link](https://x.com/ColdmanSax/status/1618976629795217411) 2023-01-27T14:18Z [----] followers, [----] engagements "The likelihood that Botswana can mine + cut/polish + market their own stones is probably pretty high. Bad news for De Beers / $AAL.L but a reasonable decision for Botswana. Still more signs of growing RESOURCE NATIONALISM Botswana is threatening to walk away from its long-term partnership with De Beers. In this time of political and economic uncertainty one has to wonder whether now is the time for Botswana to kill the goose that lays the diamond eggs. https://t.co/tQcSN4Sgsh Botswana is threatening to walk away from its long-term partnership with De Beers. In this time of political and" [X Link](https://x.com/ColdmanSax/status/1641091465223733253) 2023-03-29T14:54Z [----] followers, [---] engagements "Looking back at the GENIUS $LUN.TO acquisition of Caserones I dug into the history of that mine. Largely discovered by none other than Ross Beaty. And check out the other mines that original company held" [X Link](https://x.com/ColdmanSax/status/1656345949554212880) 2023-05-10T17:10Z [----] followers, [---] engagements "Good question but the answer is to OWN BOTH + the Mother Ship $LUN.TO. Ignore all prior/existing positions; position yourself for the next [--] months: Ignore all prior/existing positions; position yourself for the next [--] months:" [X Link](https://x.com/ColdmanSax/status/1656654282081353728) 2023-05-11T13:35Z [----] followers, [----] engagements "@MariusStani @jenstilmanydots Absolutely. These are CORE POSITIONS for me. But don't forget the Mother Ship - $LUN.TO" [X Link](https://x.com/ColdmanSax/status/1713560311293227189) 2023-10-15T14:19Z [----] followers, [----] engagements "$FM.TO looks like good value down here. Its pricing in a loss of Cobre Panama but I think that is unlikely. Reminds me of [----] when DRC expropriated some mines and the stock sold off more than the contribution of those mines - first time I took a big position in the company" [X Link](https://x.com/ColdmanSax/status/1720021176980840805) 2023-11-02T10:12Z [----] followers, [----] engagements "#MINERS $GLEN.L Even with Ivan gone still the smartest guys in the business. Good enough assets with the right commodity mix and the trading business gives them serious torque in a bull market" [X Link](https://x.com/ColdmanSax/status/1720081022044483826) 2023-11-02T14:10Z [----] followers, [----] engagements "#MINERS $LUN.TO Best mgmt team in the industry with real skin in the game and their name on the door. Great assets with proven track record of discoveries + expansion. Top jurisdictions. $IVN.TO Top mgmt team with the right commodity mix with clear funding strategies" [X Link](https://x.com/ColdmanSax/status/1720081136003723276) 2023-11-02T14:11Z [----] followers, [----] engagements "#COPPER $FM.TO Beaten down and deep value at this point. Bad news on CP largely priced in and lots of growth in the pipeline. Similar story to [----] DRC expropriation which was a great entry level" [X Link](https://x.com/ColdmanSax/status/1720081226651083126) 2023-11-02T14:11Z [----] followers, [----] engagements "I'm not usually one to watch intraday charts but the price action in $FM.TO after some proper BAD NEWS looks like a good entry level to test here for a long-term position. Scarce #copper asset portfolio and they probably should never have bought Inmet for Cobre Panama anyways" [X Link](https://x.com/ColdmanSax/status/1729547190379454571) 2023-11-28T17:05Z [----] followers, [----] engagements "Looking at my watchlist I think there are some possible candidates to benefit directly from the $MP deal including $UUUU and $LYC.AX. Maybe also $ARA.TO" [X Link](https://x.com/ColdmanSax/status/1948783014030258444) 2025-07-25T16:30Z [----] followers, [---] engagements "Lithium will likely also be a focus with similar DOD DOE etc support. $ALB might benefit. $PLL $SLI could also get some positive attention - maybe $LAC $JLL.AX. Now is a good time to do work on lithium. Ex-US I also like $LAR $SGML $PMET.TO. All M&A targets" [X Link](https://x.com/ColdmanSax/status/1948784993477537845) 2025-07-25T16:38Z [----] followers, [----] engagements "US govt is likely to keep supporting $IPX. No current production of titanium in the US. US + Europe + most Asia are dependent on one producer in Japan. Titanium is a very obvious focus for DOD DOE etc. $IPX has processing IP but needs resources" [X Link](https://x.com/ColdmanSax/status/1948785504180158757) 2025-07-25T16:40Z [----] followers, [----] engagements "I think now is the time you actually want to own a basket of US copper miners. The domestic premium may or may not stay but permitting reform + domestic investor interest + US govt support make these assets cheap. $IE $CDB.V maybe $USCU.V $WCU.V. I need to do more work here" [X Link](https://x.com/ColdmanSax/status/1948787747981848828) 2025-07-25T16:49Z [----] followers, [----] engagements "Other winners from US govt support might include $EAF and $GPH.V for graphite $TLO.TO and $LZM for nickel and $TUNG.CN for tungsten" [X Link](https://x.com/ColdmanSax/status/1948788307476824245) 2025-07-25T16:51Z [----] followers, [----] engagements "@wewalkwillow Less torque but I like $GLEN.L most of the majors" [X Link](https://x.com/ColdmanSax/status/1948840034242887842) 2025-07-25T20:17Z [----] followers, [---] engagements "A few to add to your specialty metals watchlist. Almonty Industries $AII.TO a tungsten miner in good jurisdictions. Chilean Cobalt $COBA a cobalt-copper explorer and developer in Chile. Electra Battery Materials Corp $ELBM cobalt refiner in Canada - ongoing restructuring" [X Link](https://x.com/ColdmanSax/status/1958524477676916946) 2025-08-21T13:39Z [----] followers, [----] engagements "Some more for your copper watchlist including M&A targets. Trilogy Metals $TMQ Hudbay Minerals $HBM Capstone Copper $CS.TO Solaris Resources $SLS.TO Gunnison Copper $GCU.V Arizona Sonoran Copper $ASCU.TO Gunnison Copper $GCU.TO and Freeport Resources $FRI.V" [X Link](https://x.com/ColdmanSax/status/1958525833422717428) 2025-08-21T13:45Z [----] followers, [----] engagements "And with 1-5lbs of copper per A/C unit all the more demand for copper Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people Their goal is to reach the same living https://t.co/56YbxpSUJZ Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people" [X Link](https://x.com/ColdmanSax/status/1975333612376514623) 2025-10-06T22:53Z [----] followers, [----] engagements "This has always been Saudis hedge on Iran. The moment Iran builds a nuke Saudi will exercise their option and buy a few from Pakistan. APNewsAlert: DUBAI United Arab Emirates (@AP) Defense minister says #Pakistan's nuclear program 'will be made available' to Saudi Arabia if needed under defense pact. APNewsAlert: DUBAI United Arab Emirates (@AP) Defense minister says #Pakistan's nuclear program 'will be made available' to Saudi Arabia if needed under defense pact" [X Link](https://x.com/ColdmanSax/status/1975344179170644080) 2025-10-06T23:35Z [----] followers, [----] engagements "Trump's focus for mining investments is simple. - critical minerals w/ defense + industrial demand and Chinese control - US or US-centric project (mgmt team processing) - near-term production (2-3yrs) or in production - EXIM/DOE/DFC/Pentagon support - an obvious catalyst" [X Link](https://x.com/ColdmanSax/status/1975551288202125588) 2025-10-07T13:18Z [----] followers, 10.6K engagements "@auster_felix @respeculator Doesn't feel right for this list but worth doing your work on $MLX.AX along with $AFM.TO" [X Link](https://x.com/ColdmanSax/status/1975593495550415190) 2025-10-07T16:06Z [----] followers, [---] 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. Hard to ignore how cheap oil has become relative to a diversified basket of commodity producers that historically move in close correlation. Commodities rarely diverge for long and this disconnect suggests oil is among the most undervalued resources today in my view. All of https://t.co/6BC7BvTCfp Hard to ignore how cheap oil has become relative to a diversified" [X Link](https://x.com/ColdmanSax/status/1975700375031456221) 2025-10-07T23:10Z [----] followers, [----] engagements "NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug" [X Link](https://x.com/ColdmanSax/status/1975703590246158353) 2025-10-07T23:23Z [----] followers, [----] engagements "THIS is how they once ruled most of the known world What are your first thoughts when you see this breakfast https://t.co/J2Gs00hJk1 What are your first thoughts when you see this breakfast https://t.co/J2Gs00hJk1" [X Link](https://x.com/ColdmanSax/status/1975705103601385712) 2025-10-07T23:29Z [----] followers, [----] engagements "Its a good start BREAKING NEWS BILLIONAIRE JEFFREY GUNDLACH BELIEVES HOLDING A 25% GOLD POSITION ISNT EXCESSIVE The era BREAKING NEWS BILLIONAIRE JEFFREY GUNDLACH BELIEVES HOLDING A 25% GOLD POSITION ISNT EXCESSIVE The era" [X Link](https://x.com/anyuser/status/1975705328831307981) 2025-10-07T23:30Z [----] followers, [----] engagements "For every Element that they (the Chinese) have been able to monopolize we have two. That sentence seems particularly notable https://t.co/5TcdNuNWv2 https://t.co/5TcdNuNWv2" [X Link](https://x.com/anyuser/status/1976695651518787619) 2025-10-10T17:05Z [----] followers, [----] engagements "@latinmines A very good point. Though supermajors increasingly favor porphyrys - and their eyes are set on M&A in the Americas. $FCX $NCM.AX and $RIO could all get involved and can do block cave mining. I also have FULL confidence that the Lundins can raise big capital for this project" [X Link](https://x.com/ColdmanSax/status/1421056850460512260) 2021-07-30T10:35Z [----] followers, [--] engagements "This $OSH.AX and $STO.AX merger is smart. Bigger company and a larger asset base means they should have improved access to CAPITAL and at a LOWER COST. The ENERGY BULL MARKET will take care of the rest Oil Search accepts Santos merger offer to form top [--] oil company https://t.co/kjtFH3TWUW via @financialtimes @JamieSmythF Oil Search accepts Santos merger offer to form top [--] oil company https://t.co/kjtFH3TWUW via @financialtimes @JamieSmythF" [X Link](https://x.com/ColdmanSax/status/1422157318339407873) 2021-08-02T11:28Z [----] followers, [--] engagements "Im sure $WPL.AX shareholders would be HAPPY to help $BHP offload those OIL assets BHP says it's considering options for its petroleum business including a possible sale to Woodside a move that would reduce its exposure to fossil fuels amid growing pressure from investors and governments to act on emissions @WSJ https://t.co/133BAoOFAy BHP says it's considering options for its petroleum business including a possible sale to Woodside a move that would reduce its exposure to fossil fuels amid growing pressure from investors and governments to act on emissions @WSJ https://t.co/133BAoOFAy" [X Link](https://x.com/ColdmanSax/status/1427238593022636032) 2021-08-16T11:59Z [----] followers, [--] engagements "LITHIUM consolidation continues with Zijin $2899.HK taking out $NLC.V. https://www.reuters.com/article/neo-lithium-m-a-zijin-mining/chinas-zijin-mining-to-acquire-neo-lithium-in-737-million-deal-idUSKBN2GZ010 https://www.reuters.com/article/neo-lithium-m-a-zijin-mining/chinas-zijin-mining-to-acquire-neo-lithium-in-737-million-deal-idUSKBN2GZ010" [X Link](https://x.com/ColdmanSax/status/1452943509506379781) 2021-10-26T10:21Z [----] followers, [--] engagements "@AfurKnox @respeculator @michaelbhorner @TwinTurboCe1ica @scottiwillo I would probably BUY a $VALE BASE METALS spinoff. EXCELLENT track record with BIG MINER spinoffs. Just from memory. $S32.AX $DRD $TGA.L and plenty of others. But I'm mostly looking for a JUNIOR NICKEL DEVELOPER. The hunt continues" [X Link](https://x.com/ColdmanSax/status/1463590121530343426) 2021-11-24T19:27Z [----] followers, [--] engagements "China Minmetals and their listed MMG $1208.HK continue their STELLAR track record on operations and community relations as they SHUT DOWN Las Bambas COPPER mine in Peru. Seems it has been shut/blockaded more than NOT. https://www.mining.com/mmg-to-shut-down-las-bambas-copper-mine-by-mid-december/ https://www.mining.com/mmg-to-shut-down-las-bambas-copper-mine-by-mid-december/" [X Link](https://x.com/ColdmanSax/status/1467508740916191234) 2021-12-05T14:58Z [----] followers, [--] engagements "Lundin Energy $LUNE.ST looks like an IDEAL acquisition for a SUPERMAJOR (especially $EQNR) with their HYDRO-POWERED OIL FIELDS that are some of the LOWEST COST in the world ($10/bbl FCF breakeven). Even ESG 'investors' should do the work on this one. https://www.bnnbloomberg.ca/lundin-energy-is-exploring-a-sale-of-10-billion-nordic-oil-producer-1.1688552 https://www.bnnbloomberg.ca/lundin-energy-is-exploring-a-sale-of-10-billion-nordic-oil-producer-1.1688552" [X Link](https://x.com/ColdmanSax/status/1467825084370935815) 2021-12-06T11:55Z [----] followers, [--] engagements "LITHIUM supply is tough to deliver for sure. And $PLS is one of the real LITHIUM miners. Even $AKE.AX has never hit initial nameplate capacity for Phase [--] at Cauchari-Olaroz. Brine or hard-rock LITHIUM SUPPLY IS A CHALLENGE especially for battery-grade material just read PLS earnings. reflecting on memory of orig FS was it $250/T opex at 330ktpa now running at almost 3x FS opex despite nearly 2x output and a relaxed lower target con grade. this was a good deposit by the way. wonder about the shit ones. lithium supply seems hard. just read PLS earnings. reflecting on memory of orig FS was it" [X Link](https://x.com/ColdmanSax/status/1618981141037584387) 2023-01-27T14:35Z [----] followers, [---] engagements "Randgold and now $EDV.L - but Endeavour only gets half credit for its London listing. Cant think of any others that lasted for more than a few quarters. Lots of promotional round-trips listed in London Has anyone ever made money from a London listed mining company Absolute thieves Has anyone ever made money from a London listed mining company Absolute thieves" [X Link](https://x.com/ColdmanSax/status/1618999870479818760) 2023-01-27T15:50Z [----] followers, [---] engagements "This will be interesting to follow as $LMC held BETTER blocks (now held by Loke Marine Minerals and Kongsberg $KOG.OL) than $TMC does in the Clarion-Clipperton Zone. https://www.miningweekly.com/article/lockheed-martin-sells-deep-sea-mining-firm-to-norways-loke-2023-03-17/rep_id:3650 https://www.miningweekly.com/article/lockheed-martin-sells-deep-sea-mining-firm-to-norways-loke-2023-03-17/rep_id:3650" [X Link](https://x.com/ColdmanSax/status/1639705701017632769) 2023-03-25T19:07Z [----] followers, [---] engagements "$ALB bid for $LTR.AX isn't just for a BIG lithium project near production in a US FTA country they're also bidding for relationships with $TSLA $F and LG ES - all tier-1 off-takers. LTR's off-takes will cover the VAST MAJORITY of production from the Kathleen Valley mine" [X Link](https://x.com/ColdmanSax/status/1641738330814513152) 2023-03-31T09:44Z [----] followers, [----] engagements "@madrush222 Mexico isn't going to nationalize silver mines anytime soon but maybe the cartels will. Only half-joking on that. You are probably more at risk with $FRES.L and their lazy management who would be out of business if it weren't for that insane deposit" [X Link](https://x.com/ColdmanSax/status/1717169959082643480) 2023-10-25T13:23Z [----] followers, [---] engagements "@Toronto242M @jenstilmanydots Your RSIs MACDs and all that stuff show you it's oversold. Stating the obvious. Same could be said for $ORSTED.CO - but the difference is that fundamentals tell me that $FM.TO has the bad news almost entirely priced in while Orsted is headed in a different direction" [X Link](https://x.com/ColdmanSax/status/1720071799780565155) 2023-11-02T13:34Z [----] followers, [---] engagements "Interesting to see the $ANTO.L investment into $BVN. More than anything this looks like a setup for #copper M&A by ANTO. They got burned with the Duluth Metals acquisition since their permits were blocked in the US. So they're going to Peru and are initially just investing" [X Link](https://x.com/ColdmanSax/status/1745204395535388928) 2024-01-10T22:02Z [----] followers, [----] engagements "One picture that summarizes the low political risk in #Argentina with the Lundins Vicua District. This will be the 3rd generation of Lundins to achieve exploration success in Argentina - and very likely their BIGGEST SUCCESS YET. $LUN.TO $FIL.TO $NGEX.V #copper Great meeting last week Thank you for your time @JMilei @JackOALundin https://t.co/w6UDZz4Ijc Great meeting last week Thank you for your time @JMilei @JackOALundin https://t.co/w6UDZz4Ijc" [X Link](https://x.com/ColdmanSax/status/1746892806642163773) 2024-01-15T13:51Z [----] followers, 12.8K engagements "Nationalization and expropriation are tough these days. Nobody gets away with it anymore - just ask $FM.TO. What countries do instead is nationalize the cash flow instead of the asset. I lived through this once Zero recourse. Choose your jurisdictions carefully Can African governments just kick out Western-led companies take away their projects and mine their own deposits A few have tried. It didn't work. @AtomicCorp $GLO.TO $GLO CEO Stephen Roman says "Frankly I don't think they can". https://t.co/CyfrKV82A0 Can African governments just kick out Western-led companies take away their projects" [X Link](https://x.com/ColdmanSax/status/1857484524197646808) 2024-11-15T18:03Z [----] followers, [----] engagements "The Lundins might be willing to cover this one in exchange for a few points discounted from future Vicua district royalties. $LUN.TO $NGEX.TO ⚠ FITCH: ARGENTINA'S INTERNATIONAL RESERVES REMAIN LOW AND INSUFFICIENT TO COMFORTABLY MAKE BOND PAYMENTS IN [----] OF USD4.3 BILLION IN BOTH JANUARY AND JULY ⚠ FITCH: ARGENTINA'S INTERNATIONAL RESERVES REMAIN LOW AND INSUFFICIENT TO COMFORTABLY MAKE BOND PAYMENTS IN [----] OF USD4.3 BILLION IN BOTH JANUARY AND JULY" [X Link](https://x.com/ColdmanSax/status/1857498829903257719) 2024-11-15T19:00Z [----] followers, [----] engagements "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) 2025-07-25T16:46Z [----] followers, [----] engagements "It's probably also time to update your work on nickel developers and miners including $LZM $TMC $PNPN.V (+ copper + Saudi) and $NICU.V" [X Link](https://x.com/ColdmanSax/status/1948788978129207501) 2025-07-25T16:54Z [----] followers, [----] engagements "Gold will likely continue to make new highs and I'm still bullish on some miners and developers including $GMIN.TO $PDI.AX $MAU.TO $LUG.TO and $EDV.TO. No real view on royalty companies but the space is heating up. $TNR.V might have upside if @YellowLabLife is successful" [X Link](https://x.com/ColdmanSax/status/1948791199747162257) 2025-07-25T17:03Z [----] followers, [----] 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) 2025-08-21T13:55Z [----] followers, [----] engagements "Anglo $AAL.L and Teck $TCK are both UP 10% to 20% 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) 2025-09-09T13:42Z [----] followers, [----] engagements "Wild to watch $NVDA keep running for now Reminds me of this recent graphic from @mining showing $NVDA mkt cap vs mining companies. Fun fact NVIDIAS MARKET CAP NOW EXCEEDS EVERY NATIONS STOCK MARKET EXCEPT THE U.S. CHINA JAPAN & INDIA Fun fact NVIDIAS MARKET CAP NOW EXCEEDS EVERY NATIONS STOCK MARKET EXCEPT THE U.S. CHINA JAPAN & INDIA" [X Link](https://x.com/ColdmanSax/status/1965798836263100779) 2025-09-10T15:25Z [----] followers, [----] engagements "QIA following @YellowLabLife into $IVN.TO. Big money following smart money :) More copper M&A means rising scarcity value for scalable Tier [--] copper deposits - particularly those already in production and at the bottom end of the cost curve. https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-us500-million-strategic-private-placement-with-qatar-investment-authority-qia/ https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-us500-million-strategic-private-placement-with-qatar-investment-authority-qia/" [X Link](https://x.com/ColdmanSax/status/1968314165896069564) 2025-09-17T14:00Z [----] followers, [----] engagements "$NEM still somehow outperforming $GDXJ YTD - and $FRES.L is definitely outperforming $SILJ YTD A true gold bull market wont peak until Junior miners significant outperform seniors. GDXJ/GDX https://t.co/ASaR86wxbx A true gold bull market wont peak until Junior miners significant outperform seniors. GDXJ/GDX https://t.co/ASaR86wxbx" [X Link](https://x.com/ColdmanSax/status/1975348285717242270) 2025-10-06T23:51Z [----] followers, [----] engagements "Another bullish dynamic here with Chinese rationalization of excess capacity - and the end of no licenses/permits. This comes at a time when demand for all commodities seems to be above expectations. Perfect recipe for a commodities bull cycle. The Era of Cheap Commodities is Ending: Ex. Aluminum China: world's largest producer & consumer of #aluminum 60% of global output. imposed a cap on primary production capacity at 45M mt/yr. Output in [----] was 44M mt. Trade flows change product exportsimports. $CENX https://t.co/AJh4nY431D The Era of Cheap Commodities is Ending: Ex. Aluminum China:" [X Link](https://x.com/ColdmanSax/status/1975703200645751089) 2025-10-07T23:22Z [----] followers, [----] engagements "He who has the gold makes the rules (and also sets the benchmark price of gold). China: "You weaponize the USD (while sending us $1.2T per year in USD trade surpluses) we'll weaponize gold and let's see who runs out first." https://t.co/7gNyKTe9fm China: "You weaponize the USD (while sending us $1.2T per year in USD trade surpluses) we'll weaponize gold and let's see who runs out first." https://t.co/7gNyKTe9fm" [X Link](https://x.com/ColdmanSax/status/1975704081676025946) 2025-10-07T23:25Z [----] followers, [----] engagements "All big tech companies are obligated to join the capex competition - crushing their own margins along the way. even if we lose a couple hundred billion We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence" Mark Zuckerberg of $META has said. https://t.co/IANsO9eWj0 We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence" Mark Zuckerberg of $META has said. https://t.co/IANsO9eWj0" [X Link](https://x.com/ColdmanSax/status/1975704871773888628) 2025-10-07T23:28Z [----] followers, [----] engagements "What could go wrong @ShortPVEquity Apollos raising $10 billion by creating an SPV that owns stakes in funds that own loans that are probably owned by other funds. Its fees all the way down and the bottom is your pension. https://t.co/buHAYk2AYW Apollos raising $10 billion by creating an SPV that owns stakes in funds that own loans that are probably owned by other funds. Its fees all the way down and the bottom is your pension. https://t.co/buHAYk2AYW" [X Link](https://x.com/ColdmanSax/status/1975705188548608414) 2025-10-07T23:29Z [----] followers, [----] engagements "Aquatech is one of a couple private lithium service companies to watch. Great team and strategy. They are working with $LAC $SLI and others - ramping the business after an acquisition from Koch Industries. .@AquatechIntls new lithium project in AR will handle every step of lithium production from extraction to refinement delivering enough lithium for thousands of EVs & batteries each year reducing US reliance on China & supporting local jobs. Read more: https://t.co/aZJ5TsWtmz https://t.co/2hAY9SfRoV .@AquatechIntls new lithium project in AR will handle every step of lithium production from" [X Link](https://x.com/ColdmanSax/status/1975706204505526320) 2025-10-07T23:34Z [----] followers, [----] engagements "Agreed. Buckle up Mining was 11% of global equities in the 1960s. Today its 1%. The world is sleepwalking into the biggest resource bull market of our lives. https://t.co/m9IbsnT4Qf Mining was 11% of global equities in the 1960s. Today its 1%. The world is sleepwalking into the biggest resource bull market of our lives. https://t.co/m9IbsnT4Qf" [X Link](https://x.com/ColdmanSax/status/1975706571670704420) 2025-10-07T23:35Z [----] followers, [----] engagements "Not me Speculators are now the least bullish on oil in history 🚨🚨🚨 https://t.co/HLiYl08KWr Speculators are now the least bullish on oil in history 🚨🚨🚨 https://t.co/HLiYl08KWr" [X Link](https://x.com/ColdmanSax/status/1975706691162525704) 2025-10-07T23:35Z [----] followers, [----] engagements "There will be a lot more activity and investment from NOcs and IOCs into critical minerals - upstream and downstream with rising R&D Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the battery by 30% Chief Executive Officer Darren Woods said at the University of Texas at Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the" [X Link](https://x.com/ColdmanSax/status/1975708481173787051) 2025-10-07T23:43Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ColdmanSax ColdmanSax
ColdmanSax posts on X about $fmto, investment, in the, $ivnto the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [------] +372%
- [--] Month [------] -11%
- [--] Months [-------] +598%
- [--] Year [-------] +3,408%
Mentions: [--] #
- [--] Week [--] -80%
- [--] Month [--] -35%
- [--] Months [---] +159%
- [--] Year [---] +606%
Followers: [-----] #
- [--] Week [-----] +0.47%
- [--] Month [-----] +0.77%
- [--] Months [-----] +7.10%
- [--] Year [-----] +9.40%
CreatorRank: [-------] #
Social Influence
Social category influence finance countries stocks cryptocurrencies technology brands automotive brands travel destinations currencies luxury brands social networks
Social topic influence $fmto, investment, in the, $ivnto, copper, gold, $lunto, $mp, business, china
Top assets mentioned MP Materials Corp. (MP) PolkaBridge (PBR) TMC the metals company Inc. Common Stock (TMC) Oxygen (OXY) LoungeM (LZM) Energy Fuels Inc. (UUUU) Lithium Americas Corp. Common Shares (LAC) Tesla, Inc. (TSLA) Freeport-McMoRan Inc (FCX) Barrick Gold Corp. (GOLD) Ivanhoe Electric Inc. (IE) Newmont Corporation (NEM) GM (GM) BHP Group Limited (BHP) Ecopetrol S.A (EC) Perpetua Resources Corp. Common Shares (PPTA) Bitcoin (BTC) GrafTech International Ltd. (EAF) Ramaco Resources, Inc. Common Stock (METC)
Top Social Posts
Top posts by engagements in the last [--] hours
"He would probably be more bullish on #cobalt if they had higher Co grades at $IVN.TO Kamoa-Kakula. Issue with demand is that big buyers want to have certainly of supply. Tough planning ahead with 70% of Co coming from one jurisdiction the DRC https://www.bloomberg.com/news/articles/2021-06-14/cobalt-bubble-will-burst-ivanhoe-executive-in-congo-says https://www.bloomberg.com/news/articles/2021-06-14/cobalt-bubble-will-burst-ivanhoe-executive-in-congo-says"
X Link 2021-06-14T15:48Z [----] followers, [--] engagements
"@angelus0010 @TraderPamplona I like $IVN.TO and rate Friedland highly. You have to invest EARLY with him. I was on site 8yrs ago when they were still drilling out Kamoa only (no Kakula yet then) and was blown away then. Its on a different level vs other now that it is in production but does look cheap"
X Link 2021-08-04T17:42Z [----] followers, [--] engagements
"I remember the BIG ZINC zone at $IVN.TO. AMAZING grades of 30%+. Crush the ore and youve got concentrate"
X Link 2021-08-18T18:35Z [----] followers, [--] engagements
"The real question is WHAT % OF THESE ACTUALLY HAPPEN MAYBE 20% $500B of #hydrogen value chain projects have been announced through [----]. One potential bottleneck as project developers aim to raise capital: Many hydrogen projects are difficult for rating agencies to evaluate & plenty won't get investment-grade ratings https://t.co/0XZHbsmE98 https://t.co/ME0t9vzNfz $500B of #hydrogen value chain projects have been announced through [----]. One potential bottleneck as project developers aim to raise capital: Many hydrogen projects are difficult for rating agencies to evaluate & plenty won't get"
X Link 2021-09-02T22:06Z [----] followers, [--] engagements
"@eZoomLD @agnostoxxx @TraderPamplona Try RE-READING. Referring to $KBLT"
X Link 2021-09-22T20:19Z [----] followers, [--] engagements
"ADVANCED NUCLEAR POWER isn't just an opportunity it is a REQUIREMENT if the world is going to continue to electrify itself. New technologies are needed and the US government is interested as the US DOE intends fo fund HALF of this specific project. https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html"
X Link 2021-12-02T10:52Z [----] followers, [--] engagements
"The Enron COLLAPSE is a GREAT story for anyone not familiar. I have several friends who had front row seats to it all and the stories are INSANE. And before [----] $EOG was Enron Oil & Gas Always fascinated by how rapidly Enron unraveled. From $100 billion in reported revenue in [----] to bankruptcy by December [----]. https://t.co/njFhE3kYUm Always fascinated by how rapidly Enron unraveled. From $100 billion in reported revenue in [----] to bankruptcy by December [----]. https://t.co/njFhE3kYUm"
X Link 2021-12-03T15:46Z [----] followers, [--] engagements
"ABSOLUTE TRUTH. $IVN.TO was private for [--] YEARS before finally listing. Kamoa has been an OVERNIGHT SUCCESS THAT TOOK DECADES TO BUILD. Robert Friedland is every bit the LIVING LEGEND he seems to be but you wouldnt want to work for him"
X Link 2022-05-27T09:51Z [----] followers, [--] engagements
"$PBR bondholders and shareholders asked THE SAME QUESTION YEARS AGO and got the SAME RESPONSE. https://www.latestly.com/socially/world/exclusive-u-s-asked-brazils-petrobras-if-it-could-raise-oil-output-it-said-no-latest-tweet-by-reuters-3690980.html https://www.latestly.com/socially/world/exclusive-u-s-asked-brazils-petrobras-if-it-could-raise-oil-output-it-said-no-latest-tweet-by-reuters-3690980.html"
X Link 2022-07-08T09:51Z [----] followers, [--] engagements
"One of the GREATEST EVER UNCLE CARL @Carl_C_Icahn is ACTUALLY PURSUING what should be seen as a REAL ESG STRATEGY with $MCD and $KR but actual ESG 'investors' DON'T SEEM INTERESTED IN SUPPORTING. https://www.reuters.com/article/kroger-icahn-idAFL4N2XS0HF https://www.reuters.com/article/kroger-icahn-idAFL4N2XS0HF"
X Link 2022-07-09T09:52Z [----] followers, [--] engagements
"Lula has an ALLY as the NEW CEO of $PBR and theyre ALREADY talking about DE-LINKING local FUEL PRICES FROM INTL PRICES (no surprise) and SHIFTING FOCUS FROM DEEPWATER E&P to RENEWABLES (aka LOWER MARGINS) and now talking about EXPANDING REFINERIES. DIVIDEND WILL BE CUT ⚠ BRAZIL'S PETROBRAS WILL PLAY LEADING ROLE TO EXPAND REFINERIES SAYS NEW ENERGY MINISTER - Full story via Reuters at https://t.co/DTwdm5eN9e ⚠ BRAZIL'S PETROBRAS WILL PLAY LEADING ROLE TO EXPAND REFINERIES SAYS NEW ENERGY MINISTER - Full story via Reuters at https://t.co/DTwdm5eN9e"
X Link 2023-01-02T23:33Z [----] followers, 19.2K engagements
"A few to do your work on $FIL.TO $NGEX.V $ARG.TO $FM.TO $IVN.TO $IE $WCU.V $CDB.V. $5 COPPER is just a start. I may own some/all/none but Ive looked in depth at all"
X Link 2023-01-27T13:35Z [----] followers, [----] engagements
"$IVN.TO continues to be one to do your work on Ivanhoe Mines to Release Kamoa-Kakula [----] Integrated Development Plan and [----] Cash Cost Guidance on Monday January [--] - Junior Mining Network $IVN.TO https://t.co/euSO4vF3h9 Ivanhoe Mines to Release Kamoa-Kakula [----] Integrated Development Plan and [----] Cash Cost Guidance on Monday January [--] - Junior Mining Network $IVN.TO https://t.co/euSO4vF3h9"
X Link 2023-01-27T15:55Z [----] followers, [---] engagements
"ENDLESS opportunities with the MISPRICING OF POLITICAL RISK with $IVN.TO and many others Listening to Robert @robert_ivanhoe go to town on the discount rates used on Kamoa-Kakula and mining operations in the DRC is bringing up fond memories of 2017/18 for the koala Let's revisit the sweet words of Paul Gait in summer [----] And the koala agress with Robert https://t.co/QkTxMNuCGT Listening to Robert @robert_ivanhoe go to town on the discount rates used on Kamoa-Kakula and mining operations in the DRC is bringing up fond memories of 2017/18 for the koala Let's revisit the sweet words of Paul"
X Link 2023-02-04T16:37Z [----] followers, [---] engagements
"$NEM smells a GOLD BULL MARKET and is hoping a well-timed acquisition helps them pay for their sins (in capital allocation) as the bull cycle matures Australia's No. [--] gold miner Newcrest Mining Ltd says it received a non-binding all-stock takeover offer implying an equity value of $16.93 billion from U.S.-based gold miner Newmont Corporation Source: https://t.co/qzQb5QoA7f Australia's No. [--] gold miner Newcrest Mining Ltd says it received a non-binding all-stock takeover offer implying an equity value of $16.93 billion from U.S.-based gold miner Newmont Corporation Source:"
X Link 2023-02-07T22:54Z [----] followers, [---] engagements
"Agreed with this. $GM direct investment into $LAC shows what the future holds for BATTERY METALS MINERS and their off-takers who will increasingly prefer to be PARTNERS AND CO-INVESTORS. Remember $DAL has owned their own OIL REFINERY for over 10yrs 🌎 The 'land grab' for lithium is just getting started with GM deal says EV materials expert "auto majors have learnt the hard way over the last five years that scaling batteries gigafactories is much easier and quicker than scaling mining https://t.co/YWU3GtOYVX 🌎 The 'land grab' for lithium is just getting started with GM deal says EV materials"
X Link 2023-02-16T14:38Z [----] followers, [---] engagements
"Visions of the future for Lulas influence on $PBR and their realized OIL/FUEL price. Maybe you get the (likely reduced) dividend but dont bet on any valuation multiples expansion President Luiz Inacio Lula da Silva kept pressure on the central bank to lower Brazils interest rates calling on it to "think about how to take care of the country https://t.co/BTKclPjps6 President Luiz Inacio Lula da Silva kept pressure on the central bank to lower Brazils interest rates calling on it to "think about how to take care of the country https://t.co/BTKclPjps6"
X Link 2023-02-16T15:03Z [----] followers, [---] engagements
"$F is probably going to have to switch away from CATLs LFP batteries sooner rather than later ⚠ FORD CONFIRMS IT HALTED PRODUCTION SHIPMENT OF F-150 LIGHTNING ELECTRIC TRUCK OVER POTENTIAL BATTERY ISSUE -AUTOMAKER - https://t.co/PXzr8iw0X5 ⚠ FORD CONFIRMS IT HALTED PRODUCTION SHIPMENT OF F-150 LIGHTNING ELECTRIC TRUCK OVER POTENTIAL BATTERY ISSUE -AUTOMAKER - https://t.co/PXzr8iw0X5"
X Link 2023-02-20T19:21Z [----] followers, [---] engagements
"GOLD West African CFA Franc Government of Burkina Faso (not the CB) buys [----] oz of #Gold straight from @EndeavourMining to use as currency BF "commandeered" 200kg of Au & $EDV shall be compensated (sounds like a payment promise of a junior explorer). I hope the cheque is in the mail. https://t.co/WJziaiXXUu Government of Burkina Faso (not the CB) buys [----] oz of #Gold straight from @EndeavourMining to use as currency BF "commandeered" 200kg of Au & $EDV shall be compensated (sounds like a payment promise of a junior explorer). I hope the cheque is in the mail. https://t.co/WJziaiXXUu"
X Link 2023-02-20T20:05Z [----] followers, [----] engagements
"@indifferentia_ @ArchiteuthisDx $IVN.TO is a great selection though the easy money has definitely already been made"
X Link 2023-03-12T16:28Z [----] followers, [---] engagements
"Automakers are following a clear pattern: Announce EV strategy - plans for gigafactories - take battery mfg in-house - tell market they may invest in miners - actually invest in miners. SIMPLE. First was $TSLA then $GM then $STLA and now $VOW.DE. More will follow"
X Link 2023-03-17T15:48Z [----] followers, [----] engagements
"Now Buffett can acquire up to 50% of $OXY and I bet he does Warren Buffett just bought another [---] million shares of Occidental Petroleum $OXY which brings Berkshire Hathaway's ownership to just under [---] million shares. Buffett really likes this company Warren Buffett just bought another [---] million shares of Occidental Petroleum $OXY which brings Berkshire Hathaway's ownership to just under [---] million shares. Buffett really likes this company"
X Link 2023-03-29T15:05Z [----] followers, [----] engagements
"I travel a lot and usually in emerging / frontier markets. Always keep some Benjamins in my wallet just in case and whenever Ive needed to use any for emergencies etc - theyve always been accepted. King Dollar reigns supreme. Just got in taxi at Zurich Airport. Me: any chance you will take US dollars Driver: of course sir. Its a currency too. The most famous one. Just got in taxi at Zurich Airport. Me: any chance you will take US dollars Driver: of course sir. Its a currency too. The most famous one"
X Link 2023-05-10T13:49Z [----] followers, [----] engagements
"My old fund was a BIG holder of a basket of luxury brands. Their resilience through they cycles and structural demand growth in emerging and frontier markets is absolutely incredible"
X Link 2023-05-10T15:26Z [----] followers, [---] engagements
"You are talking about $PBR right I dont think there is anything more hilarious in this market than seeing the safe dividend bros buy shitcos with high yields and actually believe that they will get paid that when the Co will 1000% be cutting that divvy I dont think there is anything more hilarious in this market than seeing the safe dividend bros buy shitcos with high yields and actually believe that they will get paid that when the Co will 1000% be cutting that divvy"
X Link 2023-05-10T16:07Z [----] followers, [----] engagements
"@MatthewW944 @YellowLabLife @NeilRingdahl $BHP would probably rather deal with the Americas vs Central Africa. And $IVN.TO already has some off-take committed to the Chinese while Filo/Vicua is uncommitted (so it still has full strategic value). And maybe easier to do a deal with the Lundins vs Friedland"
X Link 2023-05-11T00:45Z [----] followers, [---] engagements
"Love the museum and love the idea Perhaps we could do an all-stock merger with my urban mining venture - homeless people with hacksaws taking off catalytic converters from big SUVs. Gold + PGMs with no geological risk. Better than a royalty co"
X Link 2023-07-09T16:56Z [----] followers, [---] engagements
"Somehow we survived"
X Link 2023-07-10T08:10Z [----] followers, [----] engagements
"$LUN.TO $FIL.TO and $NGEX.V will make this happen and it wont be the first time the Lundins are successful in Argentina after Alumbrera and Veladero @stocktalkweekly Argentina has the potential for a five-fold increase in #mining exports in the next decade #lithium has the biggest potential to fuel the increase Fernanda vila and several other politicians have assured the #mining community that nationalisation will not be the chosen path. https://t.co/Bf3kqydUrF @stocktalkweekly Argentina has the potential for a five-fold increase in #mining exports in the next decade #lithium has the biggest"
X Link 2023-07-09T19:18Z [----] followers, [----] engagements
"$THX.V is one to do your work on. Excellent management team proving themselves in a challenging (even for locals) but prolific jurisdiction - with district-scale potential. The gold comes cheap and the lithium potential comes for free"
X Link 2023-08-23T20:31Z [----] followers, [----] engagements
"I was once a large holder of $CPAC and knew it well. If the company couldnt capitalize (in terms of shareholder returns) on the past mine build-out in northern Peru a decade ago hard to see much structural upside this time around Cheapest EM stocks from my watch list by Forward PE. not the most crazy compounders but cheap holdings. Soon I will write a quick notes to subscribers on what went wrong with CK Hutchison https://t.co/SDirzKnThD Cheapest EM stocks from my watch list by Forward PE. not the most crazy compounders but cheap holdings. Soon I will write a quick notes to subscribers on"
X Link 2023-08-23T20:48Z [----] followers, [----] engagements
"The toilet hasnt flushed just yet. KEEP HIKING RATES Greta Gerwigs Barbie amassed a staggering $1 billion globally in record time. But its most surprising achievement arguably comes from its soundtrack Im Just Ken has become a Billboard [---] single and is a serious contender for meme of the summer. https://t.co/XnZ2oouEFy Greta Gerwigs Barbie amassed a staggering $1 billion globally in record time. But its most surprising achievement arguably comes from its soundtrack Im Just Ken has become a Billboard [---] single and is a serious contender for meme of the summer. https://t.co/XnZ2oouEFy"
X Link 2023-08-23T21:02Z [----] followers, [---] engagements
"As food makes up a bit chunk of Chinese PPI/CPI and pork is one of the categorys biggest weights pork prices have often correlated well with the direction of Chinese inflation. Looks like a situation of IMPORTING INFLATION (food + energy) and EXPORTING DEFLATION (goods)"
X Link 2023-08-23T21:05Z [----] followers, [---] engagements
"If you are meeting with a junior miner and the CEO spends more time talking about the bull case for the underlying commodity then you probably shouldnt invest in the company. MOST gold juniors (and even developers) are guilty of this. A call option instead of a business"
X Link 2023-08-23T21:35Z [----] followers, 15.7K engagements
"Excellent analysis by @YellowLabLife. I have long thought that lithium brines would function like the Pilbara + Carajas projects do on the global cost curve - taking up half of the curve and all at the bottom quartile. But this does take some time"
X Link 2023-08-26T20:08Z [----] followers, [---] engagements
"News from a few months ago but this makes sense. Probably means $OXY is all the more attractive for minority investors who don't actually want it to be acquired"
X Link 2023-08-26T20:37Z [----] followers, [--] engagements
"Despite $TSLA being the leader in all things EV the company still doesn't seem to understand the mining industry as evidenced by the use of global mineral reserves & resources. It is at best an academic metric. Reality must focus on actual discoveries and projects"
X Link 2023-08-26T20:41Z [----] followers, [--] engagements
"The reality about the BRICS group isn't that its near/medium-term threat to USD dominance. The real risk is that BRICS controls more upstream oil supply than OPEC+ does - and THAT potentially represents a problem especially when US/EU are VOLUNTARILY RELINQUISHING mkt share"
X Link 2023-10-14T14:40Z [----] followers, [----] engagements
"After all of the Presidential disclosures its evident that bro used his seat as Mayor to enrich himself beyond his abilities to do so in the private sector. Hell definitely run for Congress - gotta get that deal flow and stock picks for Surarez Capital Management"
X Link 2023-10-14T14:45Z [----] followers, [---] engagements
"This was obvious to anyone who did even a decent level of due diligence. Look at the people involved and the garbage agreements they are signing - red flags all over the place. Idle assets (that are deliberately encumbered) cannot create real value in the long-run"
X Link 2023-10-14T15:08Z [----] followers, [----] engagements
"Fair point but given sanctioned or price-capped supplies from Russia and Iran I dont think Chinas realized acquisition price for oil is the same as it is for US importers"
X Link 2023-10-14T15:16Z [----] followers, [---] engagements
"Of all the things I DO NOT listen to Yellen on OIL is probably at the top of the list"
X Link 2023-10-14T15:41Z [----] followers, [---] engagements
"Many dont realize that oil supply is a self-healing market given average decline rates of 10% (or more) for the average oil field. So if investment isnt sufficient production drops anyways. Except now we are seeing record demand in the face of abysmal investment"
X Link 2023-10-14T15:51Z [----] followers, [----] engagements
"The bigger issue is that the man got a standing ovation with widespread praise and applause by Canadas Parliament yet nobody seemed to stop and realize that Russia/USSR was an Allied nation in WW2 so anyone bravely fighting them was in fact supporting the Axis"
X Link 2023-10-14T18:21Z [----] followers, [---] engagements
"@jenstilmanydots Picking bottoms will only give you smelly fingers. :) I wouldn't be buying copper futures here but instead investing in copper producers who can grow production and jrs/devs with district-scale projects and either cash on hand or the ability to raise capital"
X Link 2023-10-15T13:28Z [----] followers, [----] engagements
"@jenstilmanydots That kind of exposure gives you some undated optionality that means you don't need to try to guess when copper prices start melting higher. Fundamentals are already supportive and the deficit is coming especially if prices stay lower"
X Link 2023-10-15T13:29Z [----] followers, [---] engagements
"@RavingStark1 Fair point but that just means that once India starts moving it will be less of a shock (upwards shock on commodity prices) but probably more durable because it won't be centralized and forced. China has 80-100 million excess housing units while India has a HUGE deficit"
X Link 2023-10-15T13:32Z [----] followers, [--] engagements
"@InvestInOnG Not all governments are so the jurisdiction of your investments matters more than ever"
X Link 2023-10-15T13:35Z [----] followers, [---] engagements
"@jenstilmanydots It's on my watchlist and worth tracking but I'm probably more likely to drop it than ramp up work and make an investment. I have massive respect for Lassonde - one of the Three Kings of Americas mining along with the Lundins and Friedland"
X Link 2023-10-15T13:38Z [----] followers, [---] engagements
"@Toronto242M @jenstilmanydots Easier said than done. I think now is the time you want to have copper in your portfolio but through exposure to top tier producers and new projects"
X Link 2023-10-15T13:39Z [----] followers, [---] engagements
"@ShakeyPremis Despite record exploration spending and $100+ oil for several years the exploration results were abysmal. The only real supply growth came from Brazil pre-salt Canadian heavy and unconventional and most notably from US shale"
X Link 2023-10-15T13:42Z [----] followers, [--] engagements
"@ShakeyPremis Without US shale alone oil prices would have climbed so high that it would have caused a recession/depression in my view. $200 oil or higher"
X Link 2023-10-15T13:43Z [----] followers, [--] engagements
"@healy_trader You can't look at overall metrics for juniors. That's like looking at average hedge fund returns or the average tech startup returns. Do your work and find the winners. The world of jr miners is no place for blind/passive investment or even index-level investment"
X Link 2023-10-15T13:44Z [----] followers, [--] engagements
"@CorpusCol You can only extend so many bad loans before it becomes unsustainable. China's Belt & Road Initiative is one big joke"
X Link 2023-10-15T14:01Z [----] followers, [--] engagements
"@ShakeyPremis 100%. Cost of capital and access to capital are real issues as well. Almost the kind of fundamentals that make the commodity more attractive. I don't have any coal investments right now but am always looking for the right one. Regardless I'm VERY long energy"
X Link 2023-10-15T14:04Z [----] followers, [--] engagements
"@ShakeyPremis Nobody and no country is actually going to proceed with reducing aggregate energy use and all of that. A ridiculous utopian view that is pushed by those who hate the oil and mining industries but also don't realize their importance"
X Link 2023-10-15T14:07Z [----] followers, [--] engagements
"@healy_trader @jenstilmanydots Formerly in investment management (and forever a hedge fund supremacist) focused on natural resources now on the Board/Mgmt side (mining and oil) - and still managing my family portfolio with concentrated public/private investments"
X Link 2023-10-15T14:14Z [----] followers, [---] engagements
"@jmsims2 @Toronto242M @jenstilmanydots I like it. Along with $IVN.TO. If there is one thing I've learned from investing along with Friedland over the past decades it's that you generally do better if you invest earlier and don't try to trade around his companies"
X Link 2023-10-15T14:22Z [----] followers, [---] engagements
"@Toronto242M @jenstilmanydots Because I don't invest in charts. I invest in fundamentals. For my copper investments sideways is just fine. When the market turns - and it will - the real fireworks happen. Making equity investments that depend on commodity upside doesn't work across the cycles"
X Link 2023-10-15T14:25Z [----] followers, 14K engagements
"@KNLCBD @radog_77 $SEI.V is interesting. On my watchlist but I don't own any"
X Link 2023-10-15T14:38Z [----] followers, [---] engagements
"@Toronto242M @jenstilmanydots Charts are a coincidence indicator not a predictor"
X Link 2023-10-15T14:38Z [----] followers, [----] engagements
"@KNLCBD @radog_77 $RKH.L is a blast from the past. I remember when they made the Sea Lion discovery. FOGL seems to have gone away. Maybe an interesting project but hard to see a clear path to development. And the issue now is going to be FID capex etc etc. I like more high-impact E&Ps"
X Link 2023-10-15T16:51Z [----] followers, [---] engagements
"Correction the Gold ETF was the worst thing to happen to Gold MINERS. The physical gold ETFs meant you could get Delta [--] exposure to physical gold without having to stack bars in a safe. And it also meant you didnt have to buy the miners who RARELY deserve investment"
X Link 2023-10-20T23:26Z [----] followers, [---] engagements
"Looks like it enjoyed a Chipotle norovirus burrito earlier that day Slag from an iron foundry. https://t.co/kXdmBLoJUk Slag from an iron foundry. https://t.co/kXdmBLoJUk"
X Link 2023-10-20T23:39Z [----] followers, [---] engagements
"@ReserveList @jenstilmanydots Codelco isn't a swing producer so I wouldn't exactly wait for this. Better to look at the pain that Codelco is facing right now and same with $FCX. And $TCK.and others. No big projects are going to be funded at this Cu price and few explorers can raise capital"
X Link 2023-10-25T13:04Z [----] followers, [--] engagements
"@MichaelWieland7 @Toronto242M @BurggrabenH @jenstilmanydots True but I own explorers - so my long thesis is driven by bottom-up geological drivers not spot Cu beta. I don't own $FCX and their pain is my gain. Spot Cu impacts sentiment but it also hollows out the growth pipeline. Instead I'm effectively long copper out 5-10yrs"
X Link 2023-10-25T13:18Z [----] followers, [---] engagements
"Ive been promising to post some investment ideas and here you go. FYI I might hold none/some/all of these and I might be buying/selling at any time. Some to really DO YOUR WORK ON and some to just keep on the watchlist. In no particular order"
X Link 2023-11-02T14:09Z [----] followers, 69.6K engagements
"#OIL $OXY US-centric integrated E&P with a beautiful chemicals business. Buffet likes it and so do I. $AOI.TO Producing E&P with a dynamic exploration portfolio and excellent track record. Shame they bailed on Kenya but I get it"
X Link 2023-11-02T14:09Z [----] followers, [----] engagements
"#OIL $SEI.V Carried on several wells in one of the most high-impact basins Namibia $VIST I generally loathe unconventionals but very much like this strategy management and track record. $SSL Beyond hated and dirt cheap with a 8% div yield. Worth a look for optionality"
X Link 2023-11-02T14:10Z [----] followers, [----] engagements
"#COPPER $FIL.TO + $NGEX.V Best mgmt team with a proven track record. Unlocking a district-scale opportunity that might just be bigger than Escondida. $IE Top mgmt team with excellent assets in the US good optionality of future US govt support"
X Link 2023-11-02T14:11Z [----] followers, [----] engagements
"#NICKEL $TMC Very cheap at this level; seabed mining will be a disruptor and is a misunderstood asset. $LZM One of the best Ni assets on earth with Kabanga in the emerging East African Nickel Belt; little value attributed to their very impressive hydromet business"
X Link 2023-11-02T14:12Z [----] followers, [----] engagements
"#REEs $MP Not the best asset but scarcity value in the US and clear US govt support. Some very interesting privates out there as well"
X Link 2023-11-02T14:14Z [----] followers, [----] engagements
"#GOLD $EDV.TO Top gold mgmt team with strategic shareholder support and an impressive track record of adding value through exploration; Randgold [---]. #LUG.TO Best mgmt team and a deposit that will only get bigger and better; low cost cash machine"
X Link 2023-11-02T14:14Z [----] followers, [----] engagements
"$LUG.TO (typo above) Best mgmt team and a deposit that will only get bigger and better; low cost cash machine"
X Link 2023-11-02T14:15Z [----] followers, [---] engagements
"#CRITICALMINERALS - Looking at critical minerals projects in US Free Trade Agreement countries focused on battery metals + #antimony #bismuth #magnesium #rhenium #tellurium #tungsten #vanadium"
X Link 2023-11-02T14:15Z [----] followers, [---] engagements
"This is by no means an exhaustive list. There are some #NICKEL and #COPPER jrs/developers I'm watching in Canada/Australia/Brazil but not worth mentioning just yet. Let me know of any others I should put on my watchlist"
X Link 2023-11-02T14:16Z [----] followers, [----] engagements
"Some serious #copper M&A is coming in the next few quarters. Asset-level M&A and big strategic investments being discussed with some already announced. Post-Future Minerals Forum / Indaba / BMO I expect to see some big headlines on this. What we've seen is only the beginning"
X Link 2024-01-13T11:52Z [--] followers, 22.5K engagements
"Great comments and chart on #tariffs. Heres the other side of it showing US govt revenue from tariffs alone. Safe to say there is probably some upside to this figure. Invest accordingly. For most of our countrys history the federal government was funded by tariffs there was no income tax the budget was (mostly) balanced and federal spending was less than 10% of GDP. https://t.co/vyxL9LTT9A For most of our countrys history the federal government was funded by tariffs there was no income tax the budget was (mostly) balanced and federal spending was less than 10% of GDP. https://t.co/vyxL9LTT9A"
X Link 2024-11-15T17:24Z [----] followers, [----] engagements
"In my mid-30s I thought it would be a good idea to buy into some PUD oilfields in Nigeria after some successful passive investments in the space. LESSON LEARNED. How did you get into the oil and gas industry and at what age I was [--] and a buddy of mine told me about wireline. We use to work together at Midwest Glass and he left to become a tool hand. Reached out to him one day and told me it would be easy. laugh out loud How did you get into the oil and gas industry and at what age I was [--] and a buddy of mine told me about wireline. We use to work together at Midwest Glass and he left to"
X Link 2024-11-15T17:35Z [----] followers, [---] engagements
"I'm an unrepentant #oil bull waiting for inflation to wake back up. Seems to me that is what is needed for price to find some direction. So for now I'm just sitting patiently bathing in my long oil optionality until that happens"
X Link 2024-11-15T19:14Z [----] followers, [----] engagements
"@KNLCBD $AOI.TO (deepwater is conventional in my book) $OXY (I know they have shale but not the driver) and a bit of a punt on $SEI.V - and I have legacy exposure to a Nigerian project that is kind of an undated call option"
X Link 2024-11-15T19:23Z [----] followers, [---] engagements
"@Patty6667 The $EC and $PBR dividends are juicy but I'm all here for capital gains. I learned some lessons with $PBR during Lula [---] and while he might take a different path this time I'm looking for bigger upside anyways. Has been a good run for both though"
X Link 2024-11-15T19:44Z [----] followers, [---] engagements
"@Patty6667 Good point on $EC. Petro definitely results in a discount but maybe for good reason. The only thing more dangerous than a young communist is an old one who should know better = Petro"
X Link 2024-11-15T19:57Z [----] followers, [---] engagements
"@healy_trader Well I was only half-joking. The boys over at $GLEN.L are in this business The obvious NPV calculations mean there could be a discount on royalties and/or corporate tax for a fixed period (maybe life of mine). Plenty else to negotiate as well. https://www.reuters.com/world/africa/exclusive-glencore-chad-creditors-agree-principle-terms-debt-treatment-source-2022-11-10/ https://www.reuters.com/world/africa/exclusive-glencore-chad-creditors-agree-principle-terms-debt-treatment-source-2022-11-10/"
X Link 2024-11-17T17:03Z [----] followers, [---] engagements
"Welcome to the new bull market in mining. The $MP deal ignited the sector and there will be others. DOD coming in with 10yr offtake with a price floor nearly double today's price + equity investment + crowding-in of additional top tier equity and offtake investors. WOW"
X Link 2025-07-25T16:28Z [----] followers, [----] engagements
"The $MP deal makes a lot of sense. Big REE mine actually operating in the US but concentrate had been exported to China for processing before being re-imported. What other deals might be next"
X Link 2025-07-25T16:29Z [----] followers, [----] engagements
"$PPTA the Original Gangster of DOD + EXIM funding will continue to benefit from this project financing and offtake"
X Link 2025-07-25T16:33Z [----] followers, [----] engagements
"Uranium focus by DOD DOE etc might be another focus. $UUUU to benefit from this as well. $LEU also has unique upside as the only US-owned supplier of nuclear fuel and services"
X Link 2025-07-25T16:34Z [----] followers, [---] engagements
"$IPX also solves the issue of titanium sponge supply. One of the most valuable critical mineral assets in Ukraine is the Zaporizhzhya Ti sponge plant. Funding and scaling $IPX means the US + Allies do not really need the asset"
X Link 2025-07-25T16:43Z [----] followers, [----] engagements
"$TMC and the entire deep-sea mining and nodule processing theme will also likely benefit from continued US govt support. $OMEX has exposure through two private investments. Others with exposure are $RIG and $LMT. More likely to get involved soon"
X Link 2025-07-25T16:56Z [----] followers, [----] engagements
"Hard to take a strong view on oil prices but I'm bullish. I like producers and explorers including $OXY $RKH.L $SEI.V and $KOS"
X Link 2025-07-25T17:06Z [----] followers, [----] engagements
"@HankRuehl Theyll be well positioned for their own 10x production scaling program a la $MP"
X Link 2025-07-25T17:51Z [----] followers, [---] engagements
"@RockBtmEntries Ah good catch on $WCU.V. I missed the news so its now off my watchlist. https://worldcopperltd.com/2025/07/23/plata-latina-and-world-copper-announce-acquisition-of-the-zonia-project-byplata-latina-and-concurrent-17-million-financing-to-createa-development-focused-copper-company-to-be-named-edge/ https://worldcopperltd.com/2025/07/23/plata-latina-and-world-copper-announce-acquisition-of-the-zonia-project-byplata-latina-and-concurrent-17-million-financing-to-createa-development-focused-copper-company-to-be-named-edge/"
X Link 2025-07-25T20:19Z [----] followers, [---] engagements
"@Dannybo42839613 Im not a fan. Never liked it because of the $BVN clawback and even after buying out $BVN I just still dont like it. Maybe Im biased against mgmt or Peru but its not on my watchlist"
X Link 2025-07-25T23:16Z [----] followers, [---] engagements
"@ltreecapital @YellowLabLife Ill take a look but rank South Africa amongst the worst jurisdictions"
X Link 2025-07-25T23:17Z [----] followers, [---] engagements
"Good wisdom here from $MP: If you can buy a world-class asset at a discount to replacement cost at the bottom of a cycle luck finds you. @MPMaterials https://www.forbes.com/sites/johnhyatt/2025/08/10/trumps-trade-war-mints-an-unlikely-new-american-mining-billionaire/ https://www.forbes.com/sites/johnhyatt/2025/08/10/trumps-trade-war-mints-an-unlikely-new-american-mining-billionaire/"
X Link 2025-08-12T18:39Z [----] followers, [----] engagements
"Adding to my previous watchlists here are a few more from more work and some good recommendations in comments and DMs"
X Link 2025-08-21T13:28Z [----] followers, [---] engagements
"Some additions to your oil watchlist. Meren Energy $MER.TO the old Africa Oil. Another is Oil States Int'l $OIS which also has a deep-sea mining services business (riser systems etc)"
X Link 2025-08-21T13:28Z [----] followers, [----] engagements
"A few to add to your lithium watchlist. $SQM in Chile also potential beneficiary of favorable presidential election results in Chile's November at a time when lithium prices have likely bottomed. Q2 Metals $QTWO.V could win from 'nearology' to $PMET.TO a clear M&A target"
X Link 2025-08-21T13:50Z [----] followers, [----] engagements
"@marketplunger1 I dont own any specific silver miners but I have big allocations to $SILJ and $GDXJ. Gold and silver likely to keep melting higher - and the equities should continue to outperform after a long period of relative underperformance. Good M&A targets in both ETFs as well"
X Link 2025-08-29T20:43Z [----] followers, [---] engagements
"Last cycle you made money by buying commodities China was short of. This cycle you will likely (continue to) make money by buying the critical minerals the US is short of. The DOD/DOW will do more $MP style deals - for lithium nickel cobalt titanium tantalum etc 🚨🚨EXCLUSIVE: White House reveals it will bring back the Department of War name for the Department of Defense.🚨🚨 🚨🚨EXCLUSIVE: White House reveals it will bring back the Department of War name for the Department of Defense.🚨🚨"
X Link 2025-09-04T23:29Z [----] followers, 10.8K engagements
"Oracle $ORCL up 40% () on AI growth guidance. $OCTO up 3000% in a day. $BMNR had a similar move a few weeks ago. Meanwhile Tether adds big GOLD exposure and El Salvador buys GOLD for the first time since [----]. The AI / crypto blowoff rally is spilling over into gold"
X Link 2025-09-10T16:33Z [----] followers, [----] engagements
"US Govt taking a 10% stake in $LAC could be similar to both $MP and $INTC deals. Offtake goes to industry - $GM and others - and project financing comes from DOE loans + public mkts. Biggest focus post-deal has to be on downstream processing - likely with their partner Aquatech"
X Link 2025-09-24T14:23Z [----] followers, [----] engagements
"I see this and really just want to add to my copper exposure"
X Link 2025-09-24T18:34Z [----] followers, [----] engagements
"A good list - well a good start to a list My watchlist of mining stocks that own the largest resource of its kind in the US Prime targets for resource nationalism https://t.co/PIqkU4pLlK My watchlist of mining stocks that own the largest resource of its kind in the US Prime targets for resource nationalism https://t.co/PIqkU4pLlK"
X Link 2025-10-06T22:55Z [----] followers, [----] engagements
"Love this basic but often effective due diligence. Go visit the HQ. Its easy to meet a Management Team at a nice conference hotel in NYC - but youll get a much better understanding by meeting them at their office. Reminds me of Sino-Forest Well as promised I visited the Hydrograph facility in Austin. There are no signs of the company at the address listed. However I did find in a vacant space what another tenant thought was an "energy company" which is taking over a lease from a former tenant. It's October 1st https://t.co/R9JgLFF2ll Well as promised I visited the Hydrograph facility in"
X Link 2025-10-06T23:06Z [----] followers, [----] 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 2025-10-06T23:14Z [----] followers, [----] engagements
"There might be a pending deficit of uranium supplies - but there is already a dire shortage of quality uranium management teams. Big reason why my uranium exposure is zero. $UUUU and $LEU are better - but not pure uranium exposure. Devinder Randhawa is one of the shadiest most psychopathic tricksters in junior uranium. He'd sell his own mother for profit. No emotions no care for shareholders a true dinosaur mining scumbag. And he only left Twitter because of me. Be gone you heathen dog. https://t.co/w40SKXx45B Devinder Randhawa is one of the shadiest most psychopathic tricksters in junior"
X Link 2025-10-06T23:32Z [----] followers, [----] engagements
"@YellowLabLife $OMEX is a winner from the deep sea mining theme for sure and from their investment in OML (and others though less valuable in my view). That said I think it is unlikely they get direct government funding - as a service company with some minority investment holdings"
X Link 2025-10-07T13:33Z [----] followers, [---] engagements
"@birdseye88 One to do your work on for sure for US copper exposure but I don't think the Trump Administration would look to invest in it. I could be wrong but I don't see any catalysts needed that the White House could add alpha to. More likely to invest in Cu smelting/refining in the US"
X Link 2025-10-07T15:56Z [----] followers, [---] engagements
"@resourcebull Agreed. On my list. ONLY cobalt refinery in North America. The company just recapitalized and is ready to run - would do very well with an equity investment fund the restart + phased expansion as well as offtake for a premium price. $MP style deal"
X Link 2025-10-07T15:59Z [----] followers, [---] engagements
"@ASTSVisionary @eastvillcapital But do you see Trump praising him"
X Link 2025-10-07T16:06Z [----] followers, [---] engagements
"@HQRaccoon All the more reason why the White House would want some equity. Maybe penny warrants along with project financing and offtake"
X Link 2025-10-07T20:37Z [----] followers, [--] engagements
"@nunezischaos I like it for copper exposure but not likely a White House equity target"
X Link 2025-10-07T20:40Z [----] followers, [---] engagements
"Not exactly the tactical tip of the spear that Burundi needs for Eastern DRC Burundi special commandos. Over [--] "commandos" and only one landed in the stadium. The rest landed in forests on top of houses and electric polls Thanks to the power shortage in the country no one was electrocuted. https://t.co/wIYRHw2h3c Burundi special commandos. Over [--] "commandos" and only one landed in the stadium. The rest landed in forests on top of houses and electric polls Thanks to the power shortage in the country no one was electrocuted. https://t.co/wIYRHw2h3c"
X Link 2025-10-07T23:07Z [----] followers, [----] engagements
"Or maybe its easier to build them on earth with nuclear power. Space-hosted solar-powered data centers might be for the next cycle Amazon $AMZN Chairman Jeff Bezos on building massive data centres in space powered by solar $nvda $tsla $amd $meta $msft $goog $ceg $vst Within 10-20 years the giant gigawatt-scale data centers for AI training clusters will be built in space This would leverage 24/7 solar https://t.co/XbGbxyPdsx Amazon $AMZN Chairman Jeff Bezos on building massive data centres in space powered by solar $nvda $tsla $amd $meta $msft $goog $ceg $vst Within 10-20 years the giant"
X Link 2025-10-07T23:11Z [----] followers, [----] 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 2025-10-08T08:47Z [----] followers, [---] engagements
"Great summary of $2222.SR earnings call. Oil at $70-80 is a good range in my view as it doesnt stifle economic growth but doesnt quite incentivize new supply from shale ShitCos .@aramco H1 earnings call with CEO Amin Nasser this morning Very strong profits this quarter but with oil looking weaker now can this be maintained #OOTT .@aramco H1 earnings call with CEO Amin Nasser this morning Very strong profits this quarter but with oil looking weaker now can this be maintained #OOTT"
X Link 2021-08-09T13:57Z [----] followers, [--] engagements
"@NickHornsey1 Im BULLISH on a medium-term view (3-5yrs) as Supply/Demand looks TIGHT from there and beyond. I dont have any current investments in the space but have previously owned $NXE.TO and Hathor Exploration (acquired by $RIO). http://DML.TO http://DML.TO"
X Link 2021-08-19T13:53Z [----] followers, [--] engagements
"Good to see some political stability in Zambia after @HHichilema wins in his SIXTH PRESIDENTIAL CAMPAIGN. Positive for $FM.TO with BIG COPPER EXPOSURE in Zambia as the country had been more of a RISK to them under Lungus administration. Zambian President Hakainde Hichilema took to Twitter on Thursday to assure creditors that theyll be paid https://t.co/ZMyWcunixF Zambian President Hakainde Hichilema took to Twitter on Thursday to assure creditors that theyll be paid https://t.co/ZMyWcunixF"
X Link 2021-09-02T12:30Z [----] followers, [--] engagements
"Positive in Zambia for $FM.TO but BIG negative risk in Panama as a 'completely new' contract is expected between the company and the government. It's NEVER easy in this business. https://www.reuters.com/world/americas/negotiations-over-major-copper-mine-contract-kick-off-panama-2021-09-01/ https://www.reuters.com/world/americas/negotiations-over-major-copper-mine-contract-kick-off-panama-2021-09-01/"
X Link 2021-09-02T20:08Z [----] followers, [--] engagements
"$PBR offshore pre-salt fields are some of the ONLY other oil discoveries/developments of the last 10-15yrs (other than shale ShitCos) and these fields are MASSIVE. For a time $PBR was the LARGEST non/quasi-sovereign creditor ON EARTH. Almost bankrupted them but didnt. In July [----] Brazil oil production (3.045 million b/d) was greater than all OPEC countries but Saudi Arabia & Iraq. Production from the Pre-salt was [-----] milllion b/d with just [---] wells (avg. production p/well 17k b/d) More projects coming online in short-term. Monster. https://t.co/uFiDtOeVbh In July [----] Brazil oil"
X Link 2021-09-02T22:27Z [----] followers, [--] engagements
"$FM.TO Cobre Panama comes in at around $22k/mt ($6.7B for 300k mt Cu). Kansanshi Sentinel and the rest of their projects were built for $10k/mt or so. For YEARS they had a slide in their presentation showing capex/mt for global COPPER projects and Cobre Panama was at the That $75Bn capex by [----] Chile need to go from 5.7MM to 7MM in Cu production Capex intensity $50k/t Back out Codelco ($40Bn prod flat) need $35Bn private capex to get growth $30k/t QB2 intensity $20k/t & investors hated it Even giving OT intensity a run for its money That $75Bn capex by [----] Chile need to go from 5.7MM to 7MM"
X Link 2021-09-03T03:07Z [----] followers, [--] engagements
"top - then an Inmet project. After $FM.TO ended up acquiring the company to get Cobre Panama I asked Clive about that capex/mt slide. He said THAT IS NOW THE PRICE TO DEVELOP A TIER ONE COPPER MINE. That trend has certainly continued - and wont stop anytime soon"
X Link 2021-09-03T03:11Z [----] followers, [--] engagements
"@CorpusCol @YellowLabLife For a responsible modern miner like $IVN.TO run by Robert Friedland the chance is ALMOST ZERO in the DRC. Last instance of outright expropriation in DRC was $FM.TO in [----] but that is a story in and of itself (Dan Gertler and all.). Was also my FIRST investment into $FM.TO"
X Link 2021-09-10T11:15Z [----] followers, [--] engagements
"My view is $IGO.AX gets the PREMIUM VALUATION because it is the MOST LIQUID BATTERY METALS MINER with exposure to MULTIPLE BATTERY METALS @agnostoxxx @TraderPamplona ASX + ESG = YUGE premiums. I got no idea honestly mgmt not the type I like to pay premiums for either. https://t.co/RnWQSqIchQ @agnostoxxx @TraderPamplona ASX + ESG = YUGE premiums. I got no idea honestly mgmt not the type I like to pay premiums for either. https://t.co/RnWQSqIchQ"
X Link 2021-09-22T16:27Z [----] followers, [--] engagements
"Im PRO-NUCLEAR and see nukes as the ONLY scalable solution for CLEAN BASELOAD energy production. BUT my gut tells me this rally doesnt feel right for some reason. Im watching from the SIDELINES The uranium market surged thanks to a frenzy of investment demand but one analyst warns: Everybody is getting played" https://t.co/pOudGAmxxj The uranium market surged thanks to a frenzy of investment demand but one analyst warns: Everybody is getting played" https://t.co/pOudGAmxxj"
X Link 2021-09-22T19:28Z [----] followers, [--] engagements
"Buying 110k mt/yr (mid-range) COPPER production for $1.865 billion = $17k/mtpa of Cu. NOT BAD in this market and one example of being BETTER TO BUY THAN BUILD. As it was a private operated generally by non-mining groups (Trafigura and Mubadala) there is probably"
X Link 2021-09-25T15:12Z [----] followers, [--] engagements
"GOOD EXPLORATION UPSIDE. Spain is a good jurisdiction as well. $FM.TO has had their Cobre Las Cruces mine there since acquiring Inmet in [----]. HIGH GRADE AND LOW COST but on the smaller tonnage side"
X Link 2021-09-25T15:18Z [----] followers, [--] engagements
"$BHP is looking to quietly slip back into Africa after spinning off $S32.AX in [----]. And who better to partner with than FRIEDLAND AND $IVN.TO . https://www.mining.com/web/bhp-discussing-congo-copper-deal-in-shift-of-strategy/ https://www.mining.com/web/bhp-discussing-congo-copper-deal-in-shift-of-strategy/"
X Link 2021-10-07T11:11Z [----] followers, [--] engagements
"This is the GENIUS of IVAN THE GREAT. $GLEN.L bought the rest of CERREJON COAL (66%) for about $588 million BUT $GLEN.L takes over CASH FLOW from the mine in [----]. SMART AGREEMENT as they may end up GETTING PAID TO TAKE THE ASSET. https://www.miningweekly.com/article/buy-a-coal-mine-get-a-bonus-glencore-makes-fortune-on-colombian-deal-2021-10-28/rep_id:3650 https://www.miningweekly.com/article/buy-a-coal-mine-get-a-bonus-glencore-makes-fortune-on-colombian-deal-2021-10-28/rep_id:3650"
X Link 2021-10-28T20:02Z [----] followers, [--] engagements
"I was just thinking about Kabanga Nickel the other day. Their plans to raise $1.3 billion for development might be difficult since the original licenses were REVOKED from $GOLD and $GLEN.L in [----] when Tanzania conveniently changed the MINING code. https://www.miningweekly.com/article/kabanga-says-tanzania-mine-may-answer-elon-musks-nickel-plea-2021-11-19 https://www.miningweekly.com/article/kabanga-says-tanzania-mine-may-answer-elon-musks-nickel-plea-2021-11-19"
X Link 2021-11-19T11:50Z [----] followers, [--] engagements
"Some of the back-story. Though it doesn't seem that $GOLD or $GLEN.L were too surprised or upset by it - it certainly DOES NOT encourage other foreign miners. https://www.reuters.com/article/us-tanzania-mining/tanzania-cancels-license-of-barrick-glencore-nickel-project-idUSKCN1ID0O7 https://www.reuters.com/article/us-tanzania-mining/tanzania-cancels-license-of-barrick-glencore-nickel-project-idUSKCN1ID0O7"
X Link 2021-11-19T11:52Z [----] followers, [--] engagements
"It is of course easy to say now but this negative headline out of Peru for $HOC.L was a SCREAMING buying opportunity for a quick trade OR MORE after falling 60% from the open. The value lost (temporarily) was above and beyond the value of the mines. https://www.ft.com/content/74521753-c47a-4f1d-900f-8272f10e9305 https://www.ft.com/content/74521753-c47a-4f1d-900f-8272f10e9305"
X Link 2021-11-24T19:58Z [----] followers, [--] engagements
"It reminds me of my initial ENTRY into $FM.TO back in [----] when DRC expropriated some of their assets. The stock fell WELL BELOW the level that assigned ZERO VALUE to those assets so I loaded up - and STILL hold my investment. BUY WHEN THERE IS BLOOD IN THE STREETS"
X Link 2021-11-24T20:00Z [----] followers, [--] engagements
"Im sure IVAN THE GREAT can pull some cash together to buy $GLEN.Ls COAL business. The chance of this happening IS NOT ZERO If the majority of large shareholders want us to spin off the coal business we will listen to what they say - Glencore CEO Gary Nagle tells investors and analysts. If the majority of large shareholders want us to spin off the coal business we will listen to what they say - Glencore CEO Gary Nagle tells investors and analysts"
X Link 2021-12-02T15:52Z [----] followers, [--] engagements
"Good to see some COPPER M&A. This makes $CS.TO more of a liquid mid-cap (with Mantos just beneath $FM.TO and $TECK.TO) and focused on the Americas. SMART MOVE and another example of INCREASING SCARCITY of PRODUCING COPPER MINES available to acquire. https://www.miningweekly.com/article/capstonemantos-merger-gives-life-to-americas-copper-miner-2021-12-01/rep_id:3650 https://www.miningweekly.com/article/capstonemantos-merger-gives-life-to-americas-copper-miner-2021-12-01/rep_id:3650"
X Link 2021-12-05T14:52Z [----] followers, [--] engagements
"Founder/Chairman of $IBRK (for a while had a BETTER credit rating than $JPM) Thomas Peterffy (who understands MARKET CREATION as good as ANYONE) says bitcoin could go to ZERO and it could also go to a MILLION DOLLARS. I AGREE. https://www.forbes.com/sites/billybambrough/2022/01/04/why-a-billionaire-bitcoin-and-ethereum-skeptic-suddenly-just-flipped-and-made-a-wild-crypto-price-prediction/sh=4a134c1e3a5e https://www.forbes.com/sites/billybambrough/2022/01/04/why-a-billionaire-bitcoin-and-ethereum-skeptic-suddenly-just-flipped-and-made-a-wild-crypto-price-prediction/sh=4a134c1e3a5e"
X Link 2022-01-09T01:20Z [----] followers, [--] engagements
"I'm not sure how the former CEO of Bulgari (Bluebell Chairman/CIO) has any idea about MINERAL ASSET PORTFOLIO STRATEGY for $GLEN.L - but I would BUY that COAL SPINOFF. https://www.mining.com/activist-investor-bluebell-presses-glencore-to-spin-off-coal-assets/ https://www.mining.com/activist-investor-bluebell-presses-glencore-to-spin-off-coal-assets/"
X Link 2022-02-20T12:47Z [----] followers, [--] engagements
"SOMEBODY at $GLEN.L SMELLS ARBITRAGE. https://www.mining.com/glencore-eyes-adding-lithium-to-trading-business-report/ https://www.mining.com/glencore-eyes-adding-lithium-to-trading-business-report/"
X Link 2023-01-04T13:54Z [----] followers, [---] engagements
"Few things better than a PROPER SITE VISIT to put all the pieces together. Critical when you are looking at a DISTRICT-SCALE play across two countries and three listed companies $LUN.TO $FIL.TO $NGEX.V"
X Link 2023-01-27T14:18Z [----] followers, [----] engagements
"The likelihood that Botswana can mine + cut/polish + market their own stones is probably pretty high. Bad news for De Beers / $AAL.L but a reasonable decision for Botswana. Still more signs of growing RESOURCE NATIONALISM Botswana is threatening to walk away from its long-term partnership with De Beers. In this time of political and economic uncertainty one has to wonder whether now is the time for Botswana to kill the goose that lays the diamond eggs. https://t.co/tQcSN4Sgsh Botswana is threatening to walk away from its long-term partnership with De Beers. In this time of political and"
X Link 2023-03-29T14:54Z [----] followers, [---] engagements
"Looking back at the GENIUS $LUN.TO acquisition of Caserones I dug into the history of that mine. Largely discovered by none other than Ross Beaty. And check out the other mines that original company held"
X Link 2023-05-10T17:10Z [----] followers, [---] engagements
"Good question but the answer is to OWN BOTH + the Mother Ship $LUN.TO. Ignore all prior/existing positions; position yourself for the next [--] months: Ignore all prior/existing positions; position yourself for the next [--] months:"
X Link 2023-05-11T13:35Z [----] followers, [----] engagements
"@MariusStani @jenstilmanydots Absolutely. These are CORE POSITIONS for me. But don't forget the Mother Ship - $LUN.TO"
X Link 2023-10-15T14:19Z [----] followers, [----] engagements
"$FM.TO looks like good value down here. Its pricing in a loss of Cobre Panama but I think that is unlikely. Reminds me of [----] when DRC expropriated some mines and the stock sold off more than the contribution of those mines - first time I took a big position in the company"
X Link 2023-11-02T10:12Z [----] followers, [----] engagements
"#MINERS $GLEN.L Even with Ivan gone still the smartest guys in the business. Good enough assets with the right commodity mix and the trading business gives them serious torque in a bull market"
X Link 2023-11-02T14:10Z [----] followers, [----] engagements
"#MINERS $LUN.TO Best mgmt team in the industry with real skin in the game and their name on the door. Great assets with proven track record of discoveries + expansion. Top jurisdictions. $IVN.TO Top mgmt team with the right commodity mix with clear funding strategies"
X Link 2023-11-02T14:11Z [----] followers, [----] engagements
"#COPPER $FM.TO Beaten down and deep value at this point. Bad news on CP largely priced in and lots of growth in the pipeline. Similar story to [----] DRC expropriation which was a great entry level"
X Link 2023-11-02T14:11Z [----] followers, [----] engagements
"I'm not usually one to watch intraday charts but the price action in $FM.TO after some proper BAD NEWS looks like a good entry level to test here for a long-term position. Scarce #copper asset portfolio and they probably should never have bought Inmet for Cobre Panama anyways"
X Link 2023-11-28T17:05Z [----] followers, [----] engagements
"Looking at my watchlist I think there are some possible candidates to benefit directly from the $MP deal including $UUUU and $LYC.AX. Maybe also $ARA.TO"
X Link 2025-07-25T16:30Z [----] followers, [---] engagements
"Lithium will likely also be a focus with similar DOD DOE etc support. $ALB might benefit. $PLL $SLI could also get some positive attention - maybe $LAC $JLL.AX. Now is a good time to do work on lithium. Ex-US I also like $LAR $SGML $PMET.TO. All M&A targets"
X Link 2025-07-25T16:38Z [----] followers, [----] engagements
"US govt is likely to keep supporting $IPX. No current production of titanium in the US. US + Europe + most Asia are dependent on one producer in Japan. Titanium is a very obvious focus for DOD DOE etc. $IPX has processing IP but needs resources"
X Link 2025-07-25T16:40Z [----] followers, [----] engagements
"I think now is the time you actually want to own a basket of US copper miners. The domestic premium may or may not stay but permitting reform + domestic investor interest + US govt support make these assets cheap. $IE $CDB.V maybe $USCU.V $WCU.V. I need to do more work here"
X Link 2025-07-25T16:49Z [----] followers, [----] engagements
"Other winners from US govt support might include $EAF and $GPH.V for graphite $TLO.TO and $LZM for nickel and $TUNG.CN for tungsten"
X Link 2025-07-25T16:51Z [----] followers, [----] engagements
"@wewalkwillow Less torque but I like $GLEN.L most of the majors"
X Link 2025-07-25T20:17Z [----] followers, [---] engagements
"A few to add to your specialty metals watchlist. Almonty Industries $AII.TO a tungsten miner in good jurisdictions. Chilean Cobalt $COBA a cobalt-copper explorer and developer in Chile. Electra Battery Materials Corp $ELBM cobalt refiner in Canada - ongoing restructuring"
X Link 2025-08-21T13:39Z [----] followers, [----] engagements
"Some more for your copper watchlist including M&A targets. Trilogy Metals $TMQ Hudbay Minerals $HBM Capstone Copper $CS.TO Solaris Resources $SLS.TO Gunnison Copper $GCU.V Arizona Sonoran Copper $ASCU.TO Gunnison Copper $GCU.TO and Freeport Resources $FRI.V"
X Link 2025-08-21T13:45Z [----] followers, [----] engagements
"And with 1-5lbs of copper per A/C unit all the more demand for copper Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people Their goal is to reach the same living https://t.co/56YbxpSUJZ Forget data centers. The biggest driver of future electricity demand wont be AI itll be air conditioners in the developing world. For context: - The West represents [--] billion people - The developing world represents [--] billion people"
X Link 2025-10-06T22:53Z [----] followers, [----] engagements
"This has always been Saudis hedge on Iran. The moment Iran builds a nuke Saudi will exercise their option and buy a few from Pakistan. APNewsAlert: DUBAI United Arab Emirates (@AP) Defense minister says #Pakistan's nuclear program 'will be made available' to Saudi Arabia if needed under defense pact. APNewsAlert: DUBAI United Arab Emirates (@AP) Defense minister says #Pakistan's nuclear program 'will be made available' to Saudi Arabia if needed under defense pact"
X Link 2025-10-06T23:35Z [----] followers, [----] engagements
"Trump's focus for mining investments is simple. - critical minerals w/ defense + industrial demand and Chinese control - US or US-centric project (mgmt team processing) - near-term production (2-3yrs) or in production - EXIM/DOE/DFC/Pentagon support - an obvious catalyst"
X Link 2025-10-07T13:18Z [----] followers, 10.6K engagements
"@auster_felix @respeculator Doesn't feel right for this list but worth doing your work on $MLX.AX along with $AFM.TO"
X Link 2025-10-07T16:06Z [----] followers, [---] 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. Hard to ignore how cheap oil has become relative to a diversified basket of commodity producers that historically move in close correlation. Commodities rarely diverge for long and this disconnect suggests oil is among the most undervalued resources today in my view. All of https://t.co/6BC7BvTCfp Hard to ignore how cheap oil has become relative to a diversified"
X Link 2025-10-07T23:10Z [----] followers, [----] engagements
"NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug"
X Link 2025-10-07T23:23Z [----] followers, [----] engagements
"THIS is how they once ruled most of the known world What are your first thoughts when you see this breakfast https://t.co/J2Gs00hJk1 What are your first thoughts when you see this breakfast https://t.co/J2Gs00hJk1"
X Link 2025-10-07T23:29Z [----] followers, [----] engagements
"Its a good start BREAKING NEWS BILLIONAIRE JEFFREY GUNDLACH BELIEVES HOLDING A 25% GOLD POSITION ISNT EXCESSIVE The era BREAKING NEWS BILLIONAIRE JEFFREY GUNDLACH BELIEVES HOLDING A 25% GOLD POSITION ISNT EXCESSIVE The era"
X Link 2025-10-07T23:30Z [----] followers, [----] engagements
"For every Element that they (the Chinese) have been able to monopolize we have two. That sentence seems particularly notable https://t.co/5TcdNuNWv2 https://t.co/5TcdNuNWv2"
X Link 2025-10-10T17:05Z [----] followers, [----] engagements
"@latinmines A very good point. Though supermajors increasingly favor porphyrys - and their eyes are set on M&A in the Americas. $FCX $NCM.AX and $RIO could all get involved and can do block cave mining. I also have FULL confidence that the Lundins can raise big capital for this project"
X Link 2021-07-30T10:35Z [----] followers, [--] engagements
"This $OSH.AX and $STO.AX merger is smart. Bigger company and a larger asset base means they should have improved access to CAPITAL and at a LOWER COST. The ENERGY BULL MARKET will take care of the rest Oil Search accepts Santos merger offer to form top [--] oil company https://t.co/kjtFH3TWUW via @financialtimes @JamieSmythF Oil Search accepts Santos merger offer to form top [--] oil company https://t.co/kjtFH3TWUW via @financialtimes @JamieSmythF"
X Link 2021-08-02T11:28Z [----] followers, [--] engagements
"Im sure $WPL.AX shareholders would be HAPPY to help $BHP offload those OIL assets BHP says it's considering options for its petroleum business including a possible sale to Woodside a move that would reduce its exposure to fossil fuels amid growing pressure from investors and governments to act on emissions @WSJ https://t.co/133BAoOFAy BHP says it's considering options for its petroleum business including a possible sale to Woodside a move that would reduce its exposure to fossil fuels amid growing pressure from investors and governments to act on emissions @WSJ https://t.co/133BAoOFAy"
X Link 2021-08-16T11:59Z [----] followers, [--] engagements
"LITHIUM consolidation continues with Zijin $2899.HK taking out $NLC.V. https://www.reuters.com/article/neo-lithium-m-a-zijin-mining/chinas-zijin-mining-to-acquire-neo-lithium-in-737-million-deal-idUSKBN2GZ010 https://www.reuters.com/article/neo-lithium-m-a-zijin-mining/chinas-zijin-mining-to-acquire-neo-lithium-in-737-million-deal-idUSKBN2GZ010"
X Link 2021-10-26T10:21Z [----] followers, [--] engagements
"@AfurKnox @respeculator @michaelbhorner @TwinTurboCe1ica @scottiwillo I would probably BUY a $VALE BASE METALS spinoff. EXCELLENT track record with BIG MINER spinoffs. Just from memory. $S32.AX $DRD $TGA.L and plenty of others. But I'm mostly looking for a JUNIOR NICKEL DEVELOPER. The hunt continues"
X Link 2021-11-24T19:27Z [----] followers, [--] engagements
"China Minmetals and their listed MMG $1208.HK continue their STELLAR track record on operations and community relations as they SHUT DOWN Las Bambas COPPER mine in Peru. Seems it has been shut/blockaded more than NOT. https://www.mining.com/mmg-to-shut-down-las-bambas-copper-mine-by-mid-december/ https://www.mining.com/mmg-to-shut-down-las-bambas-copper-mine-by-mid-december/"
X Link 2021-12-05T14:58Z [----] followers, [--] engagements
"Lundin Energy $LUNE.ST looks like an IDEAL acquisition for a SUPERMAJOR (especially $EQNR) with their HYDRO-POWERED OIL FIELDS that are some of the LOWEST COST in the world ($10/bbl FCF breakeven). Even ESG 'investors' should do the work on this one. https://www.bnnbloomberg.ca/lundin-energy-is-exploring-a-sale-of-10-billion-nordic-oil-producer-1.1688552 https://www.bnnbloomberg.ca/lundin-energy-is-exploring-a-sale-of-10-billion-nordic-oil-producer-1.1688552"
X Link 2021-12-06T11:55Z [----] followers, [--] engagements
"LITHIUM supply is tough to deliver for sure. And $PLS is one of the real LITHIUM miners. Even $AKE.AX has never hit initial nameplate capacity for Phase [--] at Cauchari-Olaroz. Brine or hard-rock LITHIUM SUPPLY IS A CHALLENGE especially for battery-grade material just read PLS earnings. reflecting on memory of orig FS was it $250/T opex at 330ktpa now running at almost 3x FS opex despite nearly 2x output and a relaxed lower target con grade. this was a good deposit by the way. wonder about the shit ones. lithium supply seems hard. just read PLS earnings. reflecting on memory of orig FS was it"
X Link 2023-01-27T14:35Z [----] followers, [---] engagements
"Randgold and now $EDV.L - but Endeavour only gets half credit for its London listing. Cant think of any others that lasted for more than a few quarters. Lots of promotional round-trips listed in London Has anyone ever made money from a London listed mining company Absolute thieves Has anyone ever made money from a London listed mining company Absolute thieves"
X Link 2023-01-27T15:50Z [----] followers, [---] engagements
"This will be interesting to follow as $LMC held BETTER blocks (now held by Loke Marine Minerals and Kongsberg $KOG.OL) than $TMC does in the Clarion-Clipperton Zone. https://www.miningweekly.com/article/lockheed-martin-sells-deep-sea-mining-firm-to-norways-loke-2023-03-17/rep_id:3650 https://www.miningweekly.com/article/lockheed-martin-sells-deep-sea-mining-firm-to-norways-loke-2023-03-17/rep_id:3650"
X Link 2023-03-25T19:07Z [----] followers, [---] engagements
"$ALB bid for $LTR.AX isn't just for a BIG lithium project near production in a US FTA country they're also bidding for relationships with $TSLA $F and LG ES - all tier-1 off-takers. LTR's off-takes will cover the VAST MAJORITY of production from the Kathleen Valley mine"
X Link 2023-03-31T09:44Z [----] followers, [----] engagements
"@madrush222 Mexico isn't going to nationalize silver mines anytime soon but maybe the cartels will. Only half-joking on that. You are probably more at risk with $FRES.L and their lazy management who would be out of business if it weren't for that insane deposit"
X Link 2023-10-25T13:23Z [----] followers, [---] engagements
"@Toronto242M @jenstilmanydots Your RSIs MACDs and all that stuff show you it's oversold. Stating the obvious. Same could be said for $ORSTED.CO - but the difference is that fundamentals tell me that $FM.TO has the bad news almost entirely priced in while Orsted is headed in a different direction"
X Link 2023-11-02T13:34Z [----] followers, [---] engagements
"Interesting to see the $ANTO.L investment into $BVN. More than anything this looks like a setup for #copper M&A by ANTO. They got burned with the Duluth Metals acquisition since their permits were blocked in the US. So they're going to Peru and are initially just investing"
X Link 2024-01-10T22:02Z [----] followers, [----] engagements
"One picture that summarizes the low political risk in #Argentina with the Lundins Vicua District. This will be the 3rd generation of Lundins to achieve exploration success in Argentina - and very likely their BIGGEST SUCCESS YET. $LUN.TO $FIL.TO $NGEX.V #copper Great meeting last week Thank you for your time @JMilei @JackOALundin https://t.co/w6UDZz4Ijc Great meeting last week Thank you for your time @JMilei @JackOALundin https://t.co/w6UDZz4Ijc"
X Link 2024-01-15T13:51Z [----] followers, 12.8K engagements
"Nationalization and expropriation are tough these days. Nobody gets away with it anymore - just ask $FM.TO. What countries do instead is nationalize the cash flow instead of the asset. I lived through this once Zero recourse. Choose your jurisdictions carefully Can African governments just kick out Western-led companies take away their projects and mine their own deposits A few have tried. It didn't work. @AtomicCorp $GLO.TO $GLO CEO Stephen Roman says "Frankly I don't think they can". https://t.co/CyfrKV82A0 Can African governments just kick out Western-led companies take away their projects"
X Link 2024-11-15T18:03Z [----] followers, [----] engagements
"The Lundins might be willing to cover this one in exchange for a few points discounted from future Vicua district royalties. $LUN.TO $NGEX.TO ⚠ FITCH: ARGENTINA'S INTERNATIONAL RESERVES REMAIN LOW AND INSUFFICIENT TO COMFORTABLY MAKE BOND PAYMENTS IN [----] OF USD4.3 BILLION IN BOTH JANUARY AND JULY ⚠ FITCH: ARGENTINA'S INTERNATIONAL RESERVES REMAIN LOW AND INSUFFICIENT TO COMFORTABLY MAKE BOND PAYMENTS IN [----] OF USD4.3 BILLION IN BOTH JANUARY AND JULY"
X Link 2024-11-15T19:00Z [----] followers, [----] engagements
"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 2025-07-25T16:46Z [----] followers, [----] engagements
"It's probably also time to update your work on nickel developers and miners including $LZM $TMC $PNPN.V (+ copper + Saudi) and $NICU.V"
X Link 2025-07-25T16:54Z [----] followers, [----] engagements
"Gold will likely continue to make new highs and I'm still bullish on some miners and developers including $GMIN.TO $PDI.AX $MAU.TO $LUG.TO and $EDV.TO. No real view on royalty companies but the space is heating up. $TNR.V might have upside if @YellowLabLife is successful"
X Link 2025-07-25T17:03Z [----] followers, [----] 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 2025-08-21T13:55Z [----] followers, [----] engagements
"Anglo $AAL.L and Teck $TCK are both UP 10% to 20% 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 2025-09-09T13:42Z [----] followers, [----] engagements
"Wild to watch $NVDA keep running for now Reminds me of this recent graphic from @mining showing $NVDA mkt cap vs mining companies. Fun fact NVIDIAS MARKET CAP NOW EXCEEDS EVERY NATIONS STOCK MARKET EXCEPT THE U.S. CHINA JAPAN & INDIA Fun fact NVIDIAS MARKET CAP NOW EXCEEDS EVERY NATIONS STOCK MARKET EXCEPT THE U.S. CHINA JAPAN & INDIA"
X Link 2025-09-10T15:25Z [----] followers, [----] engagements
"QIA following @YellowLabLife into $IVN.TO. Big money following smart money :) More copper M&A means rising scarcity value for scalable Tier [--] copper deposits - particularly those already in production and at the bottom end of the cost curve. https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-us500-million-strategic-private-placement-with-qatar-investment-authority-qia/ https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-announces-us500-million-strategic-private-placement-with-qatar-investment-authority-qia/"
X Link 2025-09-17T14:00Z [----] followers, [----] engagements
"$NEM still somehow outperforming $GDXJ YTD - and $FRES.L is definitely outperforming $SILJ YTD A true gold bull market wont peak until Junior miners significant outperform seniors. GDXJ/GDX https://t.co/ASaR86wxbx A true gold bull market wont peak until Junior miners significant outperform seniors. GDXJ/GDX https://t.co/ASaR86wxbx"
X Link 2025-10-06T23:51Z [----] followers, [----] engagements
"Another bullish dynamic here with Chinese rationalization of excess capacity - and the end of no licenses/permits. This comes at a time when demand for all commodities seems to be above expectations. Perfect recipe for a commodities bull cycle. The Era of Cheap Commodities is Ending: Ex. Aluminum China: world's largest producer & consumer of #aluminum 60% of global output. imposed a cap on primary production capacity at 45M mt/yr. Output in [----] was 44M mt. Trade flows change product exportsimports. $CENX https://t.co/AJh4nY431D The Era of Cheap Commodities is Ending: Ex. Aluminum China:"
X Link 2025-10-07T23:22Z [----] followers, [----] engagements
"He who has the gold makes the rules (and also sets the benchmark price of gold). China: "You weaponize the USD (while sending us $1.2T per year in USD trade surpluses) we'll weaponize gold and let's see who runs out first." https://t.co/7gNyKTe9fm China: "You weaponize the USD (while sending us $1.2T per year in USD trade surpluses) we'll weaponize gold and let's see who runs out first." https://t.co/7gNyKTe9fm"
X Link 2025-10-07T23:25Z [----] followers, [----] engagements
"All big tech companies are obligated to join the capex competition - crushing their own margins along the way. even if we lose a couple hundred billion We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence" Mark Zuckerberg of $META has said. https://t.co/IANsO9eWj0 We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence" Mark Zuckerberg of $META has said. https://t.co/IANsO9eWj0"
X Link 2025-10-07T23:28Z [----] followers, [----] engagements
"What could go wrong @ShortPVEquity Apollos raising $10 billion by creating an SPV that owns stakes in funds that own loans that are probably owned by other funds. Its fees all the way down and the bottom is your pension. https://t.co/buHAYk2AYW Apollos raising $10 billion by creating an SPV that owns stakes in funds that own loans that are probably owned by other funds. Its fees all the way down and the bottom is your pension. https://t.co/buHAYk2AYW"
X Link 2025-10-07T23:29Z [----] followers, [----] engagements
"Aquatech is one of a couple private lithium service companies to watch. Great team and strategy. They are working with $LAC $SLI and others - ramping the business after an acquisition from Koch Industries. .@AquatechIntls new lithium project in AR will handle every step of lithium production from extraction to refinement delivering enough lithium for thousands of EVs & batteries each year reducing US reliance on China & supporting local jobs. Read more: https://t.co/aZJ5TsWtmz https://t.co/2hAY9SfRoV .@AquatechIntls new lithium project in AR will handle every step of lithium production from"
X Link 2025-10-07T23:34Z [----] followers, [----] engagements
"Agreed. Buckle up Mining was 11% of global equities in the 1960s. Today its 1%. The world is sleepwalking into the biggest resource bull market of our lives. https://t.co/m9IbsnT4Qf Mining was 11% of global equities in the 1960s. Today its 1%. The world is sleepwalking into the biggest resource bull market of our lives. https://t.co/m9IbsnT4Qf"
X Link 2025-10-07T23:35Z [----] followers, [----] engagements
"Not me Speculators are now the least bullish on oil in history 🚨🚨🚨 https://t.co/HLiYl08KWr Speculators are now the least bullish on oil in history 🚨🚨🚨 https://t.co/HLiYl08KWr"
X Link 2025-10-07T23:35Z [----] followers, [----] engagements
"There will be a lot more activity and investment from NOcs and IOCs into critical minerals - upstream and downstream with rising R&D Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the battery by 30% Chief Executive Officer Darren Woods said at the University of Texas at Exxon "has invented a new form of graphite that can increase the life of electric-vehicle batteries by as much as 30%. Weve invented a new carbon molecule that will extend the life of the"
X Link 2025-10-07T23:43Z [----] followers, [----] engagements
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