#  @EconomicAlpha High Grade πβππΊπΈπ¨π¦ High Grade πβππΊπΈπ¨π¦ posts on X about gold, $aem, $nem, nem the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::38430256/interactions)  - [--] Week [------] +58% - [--] Month [-------] +22% - [--] Months [-------] +25,588% - [--] Year [-------] +68% ### Mentions: [--] [#](/creator/twitter::38430256/posts_active)  - [--] Week [--] +19% - [--] Month [--] +225% - [--] Months [--] +477% - [--] Year [--] +91% ### Followers: [------] [#](/creator/twitter::38430256/followers)  - [--] Week [------] +0.13% - [--] Month [------] +1% - [--] Months [------] +2.60% - [--] Year [------] +2.60% ### CreatorRank: [-------] [#](/creator/twitter::38430256/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 46.28% [stocks](/list/stocks) #5171 [cryptocurrencies](/list/cryptocurrencies) #1853 [countries](/list/countries) 4.96% [social networks](/list/social-networks) 3.31% [technology brands](/list/technology-brands) 3.31% [currencies](/list/currencies) 2.48% [exchanges](/list/exchanges) 0.83% [automotive brands](/list/automotive-brands) 0.83% **Social topic influence** [gold](/topic/gold) #1506, [$aem](/topic/$aem) #1, [$nem](/topic/$nem) #3, [nem](/topic/nem) #434, [$kl](/topic/$kl) 6.61%, [dividend](/topic/dividend) #79, [$gold](/topic/$gold) #3, [market](/topic/market) 4.96%, [$maiv](/topic/$maiv) 4.13%, [silver](/topic/silver) 4.13% **Top accounts mentioned or mentioned by** [@maibagholder](/creator/undefined) [@gloeschi](/creator/undefined) [@mineraalamos](/creator/undefined) [@markbanazek](/creator/undefined) [@realmikebarnes](/creator/undefined) [@4evdev](/creator/undefined) [@traderpamplona](/creator/undefined) [@jack](/creator/undefined) [@markets](/creator/undefined) [@ft](/creator/undefined) [@allstarcharts](/creator/undefined) [@youtube](/creator/undefined) [@tcsconsulting](/creator/undefined) [@blackalex58](/creator/undefined) [@thatgreybeard](/creator/undefined) [@faboitiz](/creator/undefined) [@joehammergb](/creator/undefined) [@gavmccracken](/creator/undefined) [@mining](/creator/undefined) [@bombatours](/creator/undefined) **Top assets mentioned** [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Newmont Corporation (NEM)](/topic/$nem) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Delysium (AGI)](/topic/$agi) [Realio Network (RIO)](/topic/$rio) [Kinross Gold Corporation (KGC)](/topic/$kgc) [BHP Group Limited (BHP)](/topic/$bhp) [Southern Copper Corporation (SCCO)](/topic/$scco) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [EQIFi (EQX)](/topic/$eqx) [Coeur Mining, Inc. (CDE)](/topic/$cde) [EGO (EGO)](/topic/$ego) [Orla Mining Ltd. (ORLA)](/topic/$orla) ### Top Social Posts Top posts by engagements in the last [--] hours "Evolution Mining tonight in Oz. https://evolutionmining.com.au/storage/2024/08/2760025-Record-FY24-Profit-and-High-Margin-Cash-Flow-into-FY25.pdf https://evolutionmining.com.au/storage/2024/08/2760025-Record-FY24-Profit-and-High-Margin-Cash-Flow-into-FY25.pdf" [X Link](https://x.com/EconomicAlpha/status/1823530672125870420) 2024-08-14T01:22Z 19.9K followers, [----] engagements "#Gold #Mining M&A: Eldorado Gold $EGO acquiring Foran Mining Corp $FOM.TO. Foran shareholders will receive [------] common shares of Eldorado and $0.01 in cash for each Foran Share held - 8% premium to 20-day VWAP and nil premium to recent closing price. Equity valuation C$3.8B. Eldorado to own 76% of combined. π₯ M&A heating up again. What do you think of this deal #Gold #Copper https://www.eldoradogold.com/sites/eldorado-gold/files/eldorado/news/2026%20News/2026-02-02%20Strategic%20Acquisition_FINAL.pdf" [X Link](https://x.com/EconomicAlpha/status/2018298066751615276) 2026-02-02T12:18Z 19.9K followers, [----] engagements "Minera Alamos symbol on the OTC has reverted back to $MAIFF from $MAIFD as the temporary symbol duration for share consolidation corporate action concluded" [X Link](https://x.com/EconomicAlpha/status/2018696192813650373) 2026-02-03T14:40Z 19.9K followers, [----] engagements "Agnico Eagle Mines $AEM beats on adj EPS $2.70 vs $2.65 β beats on GAAP EPS $3.04 vs $2.71 β beats on Revenue $3.56B vs $3.45B β beats on OCF $1.81B vs $1.42B β beats on FCF $1.31B vs $1.18Bβ beats on EBITDA $2.76B vs $2.47Bβ [----] AISC guide $1400-$1450 Cash Cost guide $1020-$1120 Midpoint 12% increase from [----] Realized #Gold price $4163 73.5% operating margin π€£ Quarterly dividend increased 12.5% to .45 To remain active on share repurchases. 3-yr pdn guidance 3.3M to [---] Moz. Outlook for [----] pdn improved. Beat on all costs up 12% at midpoint of guide. Tough day to drop this one too. What" [X Link](https://x.com/EconomicAlpha/status/2022072214061785520) 2026-02-12T22:15Z 20.2K followers, 33.1K engagements "Wow [-----] followers I dont know what else to say. Humbled. Thankful to those that follow and future followers. Thank you for appreciating my thoughts on your timeline. Im just a passionate sector enthusiast who loves the shiny metals and analyzing their businesses. So many ups and downs trials and tribulations investing in this sector. Winners and losers all over the historical investing dashboard. The volatility can be intense at times. But thankful to be a part of the mining community and adding some relevance and contribution to the matrix. ππ πββπ₯" [X Link](https://x.com/EconomicAlpha/status/2022343556753392044) 2026-02-13T16:14Z 20.2K followers, [----] engagements "@TraderPamplona Ha thanks Im not sure that button even works anymore π€£ Ive since graduated to pay it forward mentality" [X Link](https://x.com/EconomicAlpha/status/2022370027731657035) 2026-02-13T17:59Z 20.2K followers, [---] engagements "Alamos Gold $AGI out with [--] year guidance this morning and plans for 1m pdn by [----]. Prior 3-year guidance (2025 - 2027) shown below for reference. #Gold #Mining π₯βπ Alamos Gold releases updated operating guidance outlining 46% production growth by [----] and a 20% reduction in AISC with further growth to [--] Moz annually by 2030all internally funded and Canada-based. Read more: https://t.co/Gn7Em7vcvw #AlamosGold #Guidance #Mining #Gold https://t.co/fCkceSSYj9 Alamos Gold releases updated operating guidance outlining 46% production growth by [----] and a 20% reduction in AISC with further growth" [X Link](https://x.com/EconomicAlpha/status/2019031892599980266) 2026-02-04T12:54Z 20.2K followers, [----] engagements "Im old enough to remember where the company came from. Humble beginnings really. When they bought Island Gold from Richmont back in the day for US $770M. Theyve done well creating value from the deals they have done in the past and executing transforming the company into a high margin well managed company. https://twitter.com/i/web/status/2019046803912442363 https://twitter.com/i/web/status/2019046803912442363" [X Link](https://x.com/EconomicAlpha/status/2019046803912442363) 2026-02-04T13:54Z 19.9K followers, [---] engagements "LTM EBITDA Margins #Gold #Miners Lundin Gold 69% Agnico 65% Newmont 59% Barrick 59% Kinross 58% Endeavour Mining 56% Evolution Mining 49% Eldorado Gold 47% Alamos Gold 46% IamGold 46% B2Gold 45% Orla Mining 39% Equinox Gold 33% Avg realized gold price Q3 $3460 Q3 profit margins 52% Avg EV/EBITDA x 8-10 Source CapIQ data https://twitter.com/i/web/status/2004550395092226312 https://twitter.com/i/web/status/2004550395092226312" [X Link](https://x.com/EconomicAlpha/status/2004550395092226312) 2025-12-26T13:50Z 20.2K followers, 43.2K engagements "Conservative status-quo guidance on Pan with mild cost creep. Fine given the mining plan outlined. Pre-stripping tackled upfront for better ops flexibility later. This was a matter of when not if glad addressing now. Pan plays the steady state cash funding engine role providing the runway for real production growth in this high #gold price environment. Leaves plenty of room for upside guidance surprise if can unlock optimizations + efficiencies. Potential under promise over deliver from base line. Not flashy just methodical thought process. Getting it right is critical earn market trust" [X Link](https://x.com/EconomicAlpha/status/2019245143891615982) 2026-02-05T03:02Z 20.2K followers, [----] engagements "Barrick Mining Corporation $B beats on adj EPS $1.04 vs .88 beats on EPS $1.43 vs .89 beats on Revenue $6B vs $5.16B beat on OCF $2.73B vs $2.07B and beat on FCF $1.62B vs $1.42B. Quarterly dividend boosted to .42 new div policy targeting 50% payout of attributable FCF. Mark Hill appt Pres and CEO. AISC guide $1760-$1950. Realized #Gold price $4177. Beat it beat it beat it beat it. Tough day to drop this though. What do you think βππ₯ All estimates from CapIQ. Read PR for more details. Record shareholder returns and another record quarterly financial performance mark successful delivery of" [X Link](https://x.com/EconomicAlpha/status/2019415994540622250) 2026-02-05T14:21Z 20.2K followers, 20.2K engagements "NBF raises PT to C$8.50 from C$6 following guidance" [X Link](https://x.com/EconomicAlpha/status/2019445945797124561) 2026-02-05T16:20Z 20.2K followers, [----] engagements "Adding fresh NBF commentary to this post to further my thoughts on the guidance release. Paraphrasing: Positive overall read on the outlook. Guidance lines up nicely with consensus estimates. Margins (Pan) implying a solid 20% effective FCF yield ($5K gold). $34M year-end cash + strong Pan margins provide good headroom for waste stripping prepay servicing/refinancing exploration Copperstone capex and other moves. Year shaping up back-half weighted as expected. Midpoint cash costs 4% above estimates. Outperform rating maintained; PT raised to C$8.50 (from C$6.00). Source: National Bank" [X Link](https://x.com/EconomicAlpha/status/2019542761733488833) 2026-02-05T22:44Z 20.2K followers, [----] engagements "September [--] [----] By: Luis D. Rivera @economicalpha As an investor and speculator navigating the mining landscape in Mexico right now feels like trying to piece together a complex puzzle. Rubixs http://x.com/i/article/1830715139806363648 http://x.com/i/article/1830715139806363648" [X Link](https://x.com/EconomicAlpha/status/1830727639512031527) 2024-09-02T22:00Z 20.2K followers, 20.3K engagements "Top [--] #miner market cap as of year end [----]. Total market cap for this group is now $1.7 trillion. Data from CapIqQ. #Gold #Silver #Copper #metals BHP Group Ltd. $BHP Rio Tinto Group $RIO Zijin Mining Group Co. Ltd. Southern Copper Corp. $SCCO Newmont Corp. $NEM Agnico Eagle Mines Ltd. $AEM Barrick Gold Corp. $GOLD (NYSE primary) Freeport-McMoRan Inc. $FCX Grupo Mxico SAB de CV Glencore PLC $GLEN (LSE primary) or $GLNCY (ADR) Saudi Arabian Mining Co. CMOC Group Ltd. Vale SA $VALE Wheaton Precious Metals Corp. $WPM Zijin Gold International Co. Ltd. Fortescue Ltd. $FMG (or $FSUMY ADR) Anglo" [X Link](https://x.com/EconomicAlpha/status/2015462902380003373) 2026-01-25T16:32Z 20.2K followers, 46.6K engagements "2025 Expectations Scorecard for Major #Gold Miners as well as [----] volume and revenue estimates. Newmont leads with $22B total rev (+18% YoY) $10.8B op income (+140%) EPS $6.48 (+86%). Gold rev $18.9B sales vol down -16% to 5.5M oz. Realized price $3454 MRQ (+43%) AISC $1625 (+7%). $NEM Agnico Eagle: $11.8B rev (+43%) op income $8.5B (+98%) EPS $8.24 (+94%). Gold rev $11.6B (+41%) sales vol 3.4M oz (-1%) realized $3403 (+43%) AISC $1302 (+6%). $AEM Big growth standouts: AngloGold Ashanti (+68% rev +161% EPS) Gold Fields (+65% rev +146% EPS) Endeavour Mining (+56% rev +257% EPS) B2Gold (+66%" [X Link](https://x.com/EconomicAlpha/status/2019736738843762701) 2026-02-06T11:35Z 20.2K followers, 26.5K engagements "@MarkBanazek Appreciate that Hope so" [X Link](https://x.com/EconomicAlpha/status/2022348245163508013) 2026-02-13T16:32Z 20.2K followers, [---] engagements "Valuations for the Top [--] #miners reached $1.85 trillion at the end of January up from $1.7 trillion at the end of December and $1.57 trillion at the end of November. Aggregate for 2400+ companies was up 16.8% MoM. $BHP $SCCO $RIO $NEM $AEM $FCX $GOLD $AU $GFI πβππ₯ #Mining #Commodities #Metals #Gold #Copper Source: CapIQ / S&P Global Market Intelligence https://twitter.com/i/web/status/2022162731260870748 https://twitter.com/i/web/status/2022162731260870748" [X Link](https://x.com/EconomicAlpha/status/2022162731260870748) 2026-02-13T04:15Z 20.2K followers, 24K engagements "We saw Barricks $B dividend policy amended last week. This week we heard from Agnico $AEM with their 12.5% dividend increase. The chart below estimates dividends will be up 18.5% this year from the North American #Gold producers. Dollar levels just getting above [----]. Next week we will hear from Newmont $NEM Alamos Gold $AGI Lundin Gold $LUG.TO Equinox $EQX IAMGOLD $IAG among others. Earnings season in high gear next week. Capital allocation strategies and costs continue to be a π focus. Enjoy the Long weekend. πβπ₯ Chart via CapIQ. https://twitter.com/i/web/status/2022463246733615475" [X Link](https://x.com/EconomicAlpha/status/2022463246733615475) 2026-02-14T00:09Z 20.2K followers, [----] engagements "@Gloeschi Yes most of that decline came from Newmont and Barrick" [X Link](https://x.com/EconomicAlpha/status/2022472445366534648) 2026-02-14T00:46Z 20.2K followers, [---] engagements "Consensus #commodity price targets via CapIQ as of Jan [--]. Note chart captures a snapshot in time right after extreme volatility (late-Jan peaks). These forward targets on the precious metals presumably reflect analyst caution about sustainability of the rally. The future is always uncertain π₯π₯πββπ https://twitter.com/i/web/status/2022689338044068093 https://twitter.com/i/web/status/2022689338044068093" [X Link](https://x.com/EconomicAlpha/status/2022689338044068093) 2026-02-14T15:08Z 20.2K followers, [----] engagements "$MAG.TO Mag Silver announces a C$60M private placement with Eric Sprott. [-------] common shares at slight discount of C$13.25 to Fridays close. Sprotts largest single investment in the #Silver space" [X Link](https://x.com/anyuser/status/1254724604439994374) 2020-04-27T10:50Z 19.8K followers, [---] engagements "Alexco Resources $AXU.TO" [X Link](https://x.com/EconomicAlpha/status/1256577239308734465) 2020-05-02T13:32Z 19.4K followers, [--] engagements "Been receiving bit of donations lately. While they are not necessary and Im just happy to provide information as I go I wanted to say thank you. Note all donations received lately have been going to the New York Food bank in this time of need. Thanks again. Have a great wknd" [X Link](https://x.com/anyuser/status/1261287114198732801) 2020-05-15T13:27Z 19.8K followers, [---] engagements "Have these [--] all day to myself. What a treat" [X Link](https://x.com/EconomicAlpha/status/1261659835290079233) 2020-05-16T14:08Z 19.8K followers, [---] engagements "Kids and bubbles. Bubbles for the birthday girl. Happy 1st Birthday. ππππ" [X Link](https://x.com/anyuser/status/1264193423587901440) 2020-05-23T13:56Z 19.8K followers, [---] engagements "Thank you Twitter. #FinTwit #MinTwit Much appreciation. πππππππ" [X Link](https://x.com/anyuser/status/1265038786255347712) 2020-05-25T21:55Z 19.8K followers, [---] engagements "B2Gold doubles dividend" [X Link](https://x.com/EconomicAlpha/status/1271422790218981376) 2020-06-12T12:43Z 19.7K followers, [--] engagements "My son did this for me. Im melting. β€β€β€β€ Happy Fathers Day" [X Link](https://x.com/anyuser/status/1274687270004588546) 2020-06-21T12:55Z 19.8K followers, [---] engagements "The turtle has appeared to have finally awaken. Here comes the sleeping giant. $KL" [X Link](https://x.com/anyuser/status/1280583473330360322) 2020-07-07T19:24Z 19.8K followers, [---] engagements "From humble Wesdome beginnings to now $10 US. Congrats $WDO.TO $WDO.TO $WDOFF Running the math $2 cad is the NAV of Eagle River asset thus ascribing no value on Kiena. A solid break above $2 which coincidentally is the [---] day moving average is the market finally rerating $WDO.TO $WDOFF Running the math $2 cad is the NAV of Eagle River asset thus ascribing no value on Kiena. A solid break above $2 which coincidentally is the [---] day moving average is the market finally rerating" [X Link](https://x.com/anyuser/status/1280931624495001606) 2020-07-08T18:27Z 19.8K followers, [---] engagements "Yamana Gold upped annual dividend 12% last week 4th time in last [--] months. Evolution Mining signaled it will boost again. Endeavour Mining will implement dividend policy around Q4. Step change in FCF YoY and next 12-months. More to come. Rare sector showing these kind of moves" [X Link](https://x.com/anyuser/status/1287417132163256322) 2020-07-26T15:58Z 19.8K followers, [---] engagements "Top [--] Metals & Mining companies ranked by June [--] market cap. Source S&P Global Market Inteligence" [X Link](https://x.com/anyuser/status/1287430367323074562) 2020-07-26T16:51Z 19.8K followers, [---] engagements "Nothing to do in a bull market but be right sit tight grow the beard and spend time with the kids. π₯π¨π§#gold" [X Link](https://x.com/anyuser/status/1287883505758687232) 2020-07-27T22:52Z 19.8K followers, [---] engagements "Kirkland Lake $KL out w/earnings. Adjusted EPS of .79 cents vs CapIQ estimate of .71 cents. Revs of $581M vs $577M. EBITDA $309M a 53% margin. CC $374 and AISC $751. Fville AISC $273. Expects to announce Fville exploration results in near future. Spent $25.6m in expl there ytd" [X Link](https://x.com/anyuser/status/1288794775571832832) 2020-07-30T11:13Z 19.8K followers, [---] engagements "Update: $SSRM 63% $WDO 60%* $PAAS 103% $BTG 65% $AGI 71% $SAND 55% $MAI: 148%* $KOR: 142%* $SILV: 85% $ITR: 126%* $MOZ: 77%* $RIO: 137%* $KL: 61%* $FNV: 31% $RGLD: 33% $NEM: 19% $GOLD: 21% Nothing flashy. Missed bigger runs b/c didnt go lower in food chain. *Best ideas covered. SSRM Wesdome Pan American B2Gold Alamos Gold Sandstorm. Explorer co/dev: Minera Alamos Corvus Gold SilverCrest Integra Resources Marathon Gold Rio2. Anchors: Kirkland Franco-Nevada Royal Gold Newmont Barrick. GDX/GDXJ trading trend when necessary. Playbook. SSRM Wesdome Pan American B2Gold Alamos Gold Sandstorm." [X Link](https://x.com/anyuser/status/1290986001456824324) 2020-08-05T12:20Z 19.8K followers, [---] engagements "So #Gold decides to retest $2000 $1980 and prior ATHs all in one day. Have to love this sector" [X Link](https://x.com/anyuser/status/1293250215798083585) 2020-08-11T18:17Z 19.8K followers, [---] engagements "Warrant Buffett Berkshire Hathaway takes 20.9M share position in Barrick Gold according to 13F. Interesting move consider his view on #Gold. But FCF is FCF" [X Link](https://x.com/anyuser/status/1294369856721244160) 2020-08-14T20:26Z 19.8K followers, [---] engagements "Warren Buffett buys a stake in Barrick Gold http://economicalpha.blog/2020/08/14/warren-buffett-buys-a-stake-in-barrick-gold/ http://economicalpha.blog/2020/08/14/warren-buffett-buys-a-stake-in-barrick-gold/" [X Link](https://x.com/anyuser/status/1294380197857431552) 2020-08-14T21:07Z 19.8K followers, [---] engagements "2021 FCF yields for some #Gold #Mining companies at current spot: Kinross 10.5% Kirkland 8.5% Newmont 8.3% Barrick 5.7% Agnico 5.5% Dundee 24% Centerra 18.7% Torex 18.1% Teranga 17.5% SSR 13.9% Pretium 13.7% New Gold 12.3% Yamana 10.7% B2 Gold 9.3% Alamos 5.2% Source: RBC" [X Link](https://x.com/anyuser/status/1297200744609779712) 2020-08-22T15:55Z 19.8K followers, [---] engagements "Newmont CEO Trumpets Rising Free Cash Flow on Higher #Gold Prices FCF soared to record $1.3 billion in Q3 from $365 million in year ago quarter. Sees $19 billion FCF over the next 5Y / $4 billion annually if gold averages $1900. https://www.barrons.com/articles/newmont-ceo-trumpets-rising-free-cash-flow-on-higher-gold-prices-51604066863st=mur6d6zvjtcmi0y https://www.barrons.com/articles/newmont-ceo-trumpets-rising-free-cash-flow-on-higher-gold-prices-51604066863st=mur6d6zvjtcmi0y" [X Link](https://x.com/EconomicAlpha/status/1322558917768073219) 2020-10-31T15:19Z 19.8K followers, [---] engagements "#Gold producer Q320 AISC average realized price profit margin and valuation multiples. Source: Market Intelligence" [X Link](https://x.com/anyuser/status/1334961997549629441) 2020-12-04T20:45Z 19.8K followers, [---] engagements "#Gold Miners Set for Another Banner Year With Focus on Discipline $GOLD $NEM $KGC $AEM $AUY $EDV.TO https://www.bloomberg.com/news/articles/2020-12-28/gold-miners-set-for-another-banner-year-with-focus-on-discipline https://www.bloomberg.com/news/articles/2020-12-28/gold-miners-set-for-another-banner-year-with-focus-on-discipline" [X Link](https://x.com/EconomicAlpha/status/1343621958425063425) 2020-12-28T18:16Z 19.4K followers, [--] engagements "Handy [----] operational catalyst cheat sheet for #Gold Miners via Credit Suisse" [X Link](https://x.com/EconomicAlpha/status/1345788315346337796) 2021-01-03T17:45Z 19.8K followers, [---] engagements "My daughter Bella turning [--]. Shes right next to me smiling β€ Such a happy and loving kid. So blessed π Group family photo always a challenge to perfect. Weekend chronicles. ππππππ" [X Link](https://x.com/anyuser/status/1358195014547947522) 2021-02-06T23:25Z 19.8K followers, [---] engagements "Barrick Gold $GOLD set to announce a new dividend framework (hopefully similar to what Newmont did back in October) when they report earnings on the 18th" [X Link](https://x.com/anyuser/status/1360707920795754500) 2021-02-13T21:50Z 19.8K followers, [---] engagements "Barrick goes the route of a .42 cent capital distribution subject to shareholder vote and maintains .09 cent quarterly dividend (.36 cent annual). All told if approved would total nearly $1.4B. About a 3.75% similar to $NEM. https://s25.q4cdn.com/322814910/files/doc_news/2021/02/Barrick-Proposes-Return-of-Capital-Distribution-and-Declares-Dividend.pdf Barrick Gold $GOLD set to announce a new dividend framework (hopefully similar to what Newmont did back in October) when they report earnings on the 18th." [X Link](https://x.com/EconomicAlpha/status/1362362131165966339) 2021-02-18T11:23Z 19.8K followers, [--] engagements "$KL Earnings Call Q&A highlight of the call π¬" [X Link](https://x.com/EconomicAlpha/status/1365818075073949697) 2021-02-28T00:16Z 19.4K followers, [---] engagements "Newmont buying GT Gold at a price of C$3.25 for cash consideration of approximately US$311 million (C$393.0 million)" [X Link](https://x.com/anyuser/status/1369619897416876034) 2021-03-10T12:03Z 19.8K followers, [---] engagements "New additions to $GDXJ Skeena Resources $SKE.TO Discovery Metals $DSV.V Marathon Gold $MOZ.TO Liberty Gold Maverix Metals $MMX.TO Jaguar Mining $JAG.TO Galiano Gold Silver Mines Ltd Caledonia Mining Booted: Northern Star http://GAU.TO http://LGD.TO http://GAU.TO http://LGD.TO" [X Link](https://x.com/anyuser/status/1370497590542864384) 2021-03-12T22:11Z 19.8K followers, [---] engagements "Me with my mining stocks vs everyone else in other stocks" [X Link](https://x.com/anyuser/status/1375419250819670019) 2021-03-26T12:07Z 19.8K followers, [---] engagements "Im all in $KL. And Im down a fair amount. With dollar cost averaging cost basis is now $38 between two accounts. #ALLIN Im also #ALLIN on $MAI.V. Check in with me from time to time okay" [X Link](https://x.com/anyuser/status/1377272732405145605) 2021-03-31T14:53Z 19.8K followers, [---] engagements "Went through $KL Detour LoM transcript. Long but worth effort. Tony Makuch & Co envisage much larger mine then currently reflected in reserves. Transformation could lead to substantial growth in mineral reserves larger design pdn improved costs = significant value creation" [X Link](https://x.com/anyuser/status/1378464523015839746) 2021-04-03T21:48Z 19.8K followers, [---] engagements "Wesdome footwall zone hole wow best ever hole intercept at Kiena. πππ Wesdome Expands Recently Discovered High Grade Footwall Zone Over [---] Metres Down Plunge Drilling [----] g/t Gold Over [----] Metres Core Length Think I will pass out now. $WDO.TO https://ml.globenewswire.com/Resource/Download/13ce9d66-e846-4d12-8140-ce777de111ff https://ml.globenewswire.com/Resource/Download/13ce9d66-e846-4d12-8140-ce777de111ff" [X Link](https://x.com/EconomicAlpha/status/1394973831446597633) 2021-05-19T11:10Z 19.8K followers, [---] engagements "So an empty movie theatre chain is now worth more than $KL and $AEM combined. Im must be taking crazy pills" [X Link](https://x.com/anyuser/status/1400262484645322752) 2021-06-03T01:26Z 19.8K followers, [---] engagements "Only as good as your last deal. Concentrated bets in #gold miners Claude Resources acquired β Kirkland Lake $5-42 β Wesdome Gold $1.50 - $10 Atlantic Gold acquired β Corvus Gold offer to be acquired β Minera Almos (working) .10 - .52" [X Link](https://x.com/anyuser/status/1415299320425951235) 2021-07-14T13:17Z 19.8K followers, [---] engagements "Greetings from Aruba. πβ" [X Link](https://x.com/EconomicAlpha/status/1446803341711978503) 2021-10-09T11:42Z 19.8K followers, [---] engagements "With hyperinflation tweet over the weekend from @jack article from @markets. #Golds Inflation-HavenAppeal Means Violent Run-Up May Be Ahead Garafalo saying $3000 in a matter of months. McEwen sticks to $5000 long term target. https://www.bloomberg.com/news/articles/2021-10-22/ex-goldcorp-chiefs-see-violent-bullion-runup-on-inflation-risk https://www.bloomberg.com/news/articles/2021-10-22/ex-goldcorp-chiefs-see-violent-bullion-runup-on-inflation-risk" [X Link](https://x.com/anyuser/status/1452270965103202314) 2021-10-24T13:49Z 19.8K followers, [---] engagements "There goes $PVG Newcrest to Acquire Pretivm for C$18.50 in Cash and Shares" [X Link](https://x.com/EconomicAlpha/status/1457841779231838209) 2021-11-08T22:45Z 19.8K followers, [---] engagements "#Gold has yet to see the ETF fund flows come in" [X Link](https://x.com/anyuser/status/1459613977084846098) 2021-11-13T20:07Z 19.8K followers, [---] engagements "Surprised birthday cake from my wife She puts up with so much including my mood swings because of the volatility in these markets. Shes amazing" [X Link](https://x.com/anyuser/status/1465088021951299601) 2021-11-28T22:39Z 19.8K followers, [---] engagements "Wow. Kinross announces acquisition of Great Bear Resources Kinross to Acquire Great Bear for C$29.00 per Share Plus a Contingent Value Right" [X Link](https://x.com/anyuser/status/1468751347721936903) 2021-12-09T01:16Z 19.8K followers, [---] engagements "Looks like Odev finally out of Minera Alamos as large cross just hit the tape. A total of 76m shares were unwound since the selling began in October and the stock held up practically flat. Failed to break major support level as well. Minera can now trade to fundies $MAI.V $MAIFF" [X Link](https://x.com/anyuser/status/1478818429939376129) 2022-01-05T19:59Z 19.8K followers, [---] engagements "So long Kirkland Lake. βπΌ$KL" [X Link](https://x.com/anyuser/status/1491195688457502720) 2022-02-08T23:42Z 19.8K followers, [---] engagements "Some personal news. Celebrating [--] years together today. Made sure I bundled wedding anniversary around Valentines Day π€ͺ Remain long pet rocks some mining stonks and this relationship.πΎπΎπΎπππ" [X Link](https://x.com/anyuser/status/1493731809284263936) 2022-02-15T23:39Z 19.8K followers, [---] engagements "Solid numbers out of Barrick Gold $GOLD $ABX.TO. Beat on earnings + revs. Performance dividend announced linked to net cash + a $1B buyback after missing on big m&a. Previously announced more than replaced Au reserves net of depletion @ higher grades. YoY comps for sector easier" [X Link](https://x.com/anyuser/status/1493928326989324289) 2022-02-16T12:40Z 19.8K followers, [---] engagements "Anthony Makuch advised the Board that he has decided to step down as Chief Executive Officer and as a director of Agnico Eagle. $AEM" [X Link](https://x.com/EconomicAlpha/status/1496701340566892544) 2022-02-24T04:19Z 19.6K followers, [--] engagements "This cycle crushed my spirit. Big benefactor of easy money machine that contributed significantly to period of outsized returns. When cycle pivoted quickly caught overexposed. Made worse by fighting the change and poor investment choices lately. Its a cyclical sector ass hat" [X Link](https://x.com/anyuser/status/1571508902973276161) 2022-09-18T14:38Z 19.8K followers, [---] engagements "Barrons: $NEM" [X Link](https://x.com/EconomicAlpha/status/1571536086513360898) 2022-09-18T16:26Z 19.8K followers, [---] engagements "$KGC Kinross Gold out this morning with an enhanced buyback program. The announcement followsconstructive discussionswith Elliott Investment Management LP as well as a number of the Companys other shareholders" [X Link](https://x.com/EconomicAlpha/status/1571826810241036288) 2022-09-19T11:41Z 19.4K followers, [--] engagements "Im sorry folks. I still do believe in my investments over the long term but the market is currently not in agreement. Not sure what else I can say. Didnt anticipate FF rate of 5% nor was it ever part of equation and how much that would impact the calculus in the gold narrative" [X Link](https://x.com/anyuser/status/1587252062496120837) 2022-11-01T01:15Z 19.8K followers, [---] engagements "Central Banks binge on #Gold via @FT Gold buyers binge on biggest volumes for [--] years https://on.ft.com/3VwSo82 https://on.ft.com/3VwSo82" [X Link](https://x.com/EconomicAlpha/status/1608430280179855361) 2022-12-29T11:50Z 19.8K followers, 16.2K engagements "Best ideas for the metals and mining sector in [----] Also best tax loss ideas for the next few months Ready.go ππΌ" [X Link](https://x.com/EconomicAlpha/status/1608477674342604805) 2022-12-29T14:58Z 19.8K followers, 22.4K engagements "@allstarcharts 2500" [X Link](https://x.com/EconomicAlpha/status/1654180573873577984) 2023-05-04T17:45Z 19.4K followers, [----] engagements "$MAIFF $MAI.V Minera Alamos: Mid-Summer Town Hall via @YouTube https://youtu.be/jGDfD2yNz04 https://youtu.be/jGDfD2yNz04" [X Link](https://x.com/EconomicAlpha/status/1678400323839246337) 2023-07-10T13:46Z 19.7K followers, [----] engagements "Junior Mining M&A: Mako Mining buying Goldsource Mines. https://www.makominingcorp.com/news-media/press-releases/ https://www.makominingcorp.com/news-media/press-releases/" [X Link](https://x.com/EconomicAlpha/status/1772589043961782568) 2024-03-26T11:38Z 19.4K followers, [----] engagements "@real_MikeBarnes Hit a rough patch and became discouraged. If I can get enough positive feedback to do so I will make it an effort to come back" [X Link](https://x.com/anyuser/status/1823024315048051147) 2024-08-12T15:50Z 19.8K followers, 24.3K engagements "Feedback overwhelmingly positive. Making the decision to come back easier. Looking forward to this next chapter. Learned a ton. Grew older. Sticking to the basics. Love this space. Got the best of me lately. Lets go at it again. Consider it done. @real_MikeBarnes Hit a rough patch and became discouraged. If I can get enough positive feedback to do so I will make it an effort to come back @real_MikeBarnes Hit a rough patch and became discouraged. If I can get enough positive feedback to do so I will make it an effort to come back" [X Link](https://x.com/anyuser/status/1823080479823704559) 2024-08-12T19:33Z 19.8K followers, 10.7K engagements "Regarding the open-pit mining ban proposal in #Mexico I have a genuine question that I havent been able to find clear answers to or receive a direct response on. Is this proposal for a complete ban on open-pit mining From what Ive seen in the news it seems like a full ban is on the table. However based on what Ive read it appears the focus might be more on stopping the issuance of new open-pit mining concessions. If thats the case I have the following questions: 1) What does this mean for existing open-pit mining operations Will they be allowed to continue under a grandfather clause 2) What" [X Link](https://x.com/anyuser/status/1824855299867480068) 2024-08-17T17:06Z 19.8K followers, 29.6K engagements "US Coal Miner Consol to Buy Arch Resources for $2.3 Billion #Mining #M&A https://www.bloomberg.com/news/articles/2024-08-21/us-coal-producer-consol-to-merge-with-rival-arch-resources https://www.bloomberg.com/news/articles/2024-08-21/us-coal-producer-consol-to-merge-with-rival-arch-resources" [X Link](https://x.com/EconomicAlpha/status/1826223616658186692) 2024-08-21T11:43Z 19.7K followers, [----] engagements "Q3 $GDXJ rebalance announcement. Alamos Gold $AGI now the top holding Kinross $KGC out Vizsla Silver has been added $VZLA.V" [X Link](https://x.com/EconomicAlpha/status/1834715631783944703) 2024-09-13T22:07Z 19.4K followers, 12.3K engagements "Coeur Announces Acquisition of SilverCrest to Create Leading Global Silver Company $CDE $SILV. Stock deal. Implied consideration $11.34 18% premium 20D vwap total equity value $1.7B. Coeur will own 63% of combined company. #Silver" [X Link](https://x.com/anyuser/status/1842160668382015976) 2024-10-04T11:11Z 19.8K followers, 14.6K engagements "Newmont kicks off #gold #miner earning season with adj eps of .81 cents vs .85 cents est. $760M in FCF vs est $728M. $1.6B operating cash flow vs est $1.45B. $2B in adj EBITDA vs $2.26B est. 3Q Cap ex $877M vs est $808M. 3Q Gold AISC increased [--] percent vs prior quarter to $1611. AISC per GEO increased [--] percent to $1338 per ounce compared to the prior quarter. Since last earnings release repurchased [---] million shares at an average price of $53.16 for a total cost of $500 million. Positioned to meet [----] pdn guidance. 4Q pdn guide of [---] million gold ounces at AISC of $1475. All estimates" [X Link](https://x.com/anyuser/status/1849189201381642299) 2024-10-23T20:40Z 19.8K followers, 14.1K engagements "$AEM out with earnings and they are a beauty. Adj EPS $1.14 vs est $1.02. Adj EBITDA $1.257B vs $1.199B. Revs $2.156B vs $2.114B. FCF $620M vs est $464M. Capex $456M vs $481M. CFOps $1.085B vs $858M. Cash cost $921 and AISC $1286. Well positioned to meet guidance on pdn costs and capex. Cash up $55M and paid down $375M debt. Purchased $30M on NCIB at $82.86. Link: https://s21.q4cdn.com/374334112/files/doc_news/news_documents/2024/_AEM-News-Release-Q3-2024-FINAL.pdf https://s21.q4cdn.com/374334112/files/doc_news/news_documents/2024/_AEM-News-Release-Q3-2024-FINAL.pdf" [X Link](https://x.com/EconomicAlpha/status/1851747012145774944) 2024-10-30T22:04Z 19.8K followers, 13.8K engagements "More good news out of Mexico . Torex buying Prime Mining Corp which is in PEA stage. Los Reyes project in Sinaloa has a multi-million-ounce high-grade open pit and underground resource and includes a [----] tonne-per-day mill operation utilizing both open pit and underground mining methods" [X Link](https://x.com/EconomicAlpha/status/1949803477091151912) 2025-07-28T12:05Z 19.4K followers, [---] engagements "@TCSconsulting Been easy for everything but this one. Appreciate it" [X Link](https://x.com/EconomicAlpha/status/1984419557348380766) 2025-11-01T00:37Z 19.4K followers, [---] engagements "@BlackAlex58 Haha thanks Alex Been surviving on Band-Aids and blind optimism since [----]. If riches were prescriptions you'd be out of refills Nicely done with Rio2 times. I should have stayed on the bus longer but my leach sorry leash wasnt long enough βπ©Ήπ€£" [X Link](https://x.com/EconomicAlpha/status/1984688009644544430) 2025-11-01T18:24Z 19.4K followers, [---] engagements "Coeur Mining $CDE acquiring New Gold $NGD by way of a share exchange at a 16% premium $8.51 to Friday closing price implying about a $7B equity value. #mining M&A https://www.coeur.com/investors/news/news-details/2025/Coeur-Announces-Acquisition-of-New-Gold-to-Create-a-New-All-North-American-Senior-Precious-Metals-Producer/default.aspx https://www.coeur.com/investors/news/news-details/2025/Coeur-Announces-Acquisition-of-New-Gold-to-Create-a-New-All-North-American-Senior-Precious-Metals-Producer/default.aspx" [X Link](https://x.com/EconomicAlpha/status/1985318154117976363) 2025-11-03T12:08Z 19.9K followers, [----] engagements "TLDR: $6m fcf in first month [----] ounces produced first month On pace over [----] pdn at Pan 4Q Year end cash balance $30M USD Increasing crushing up to 50% at Pan Trucking ore from gold rock and pan n/k/a Pan Complex Pan Complex fund growth build Copperstone asset Capex at Copperstone $30m vs $36m. Down $6m. End of Nov. rollback stock [--] or [--] to [--] Copperstone : Copper con has come down to [--] to 6% copper which changes recovery from mid 70s to low 90s 42k projected goes to above 50k pdn. Pan Complex 35-65pdn Copperstone 50k pdn. 90k + pdn run rate by [----] without CdO 1.3m ounces at CdO at" [X Link](https://x.com/EconomicAlpha/status/1988343256598381017) 2025-11-11T20:29Z 19.4K followers, [----] engagements "@Mai_Bagholder Painful and glacial all in one sentence" [X Link](https://x.com/EconomicAlpha/status/1988361305602892288) 2025-11-11T21:40Z 19.4K followers, [---] engagements "@that_grey_beard @faboitiz Seachange" [X Link](https://x.com/EconomicAlpha/status/1992644085656813811) 2025-11-23T17:19Z 19.4K followers, [--] engagements "@joe_hammer_gb" [X Link](https://x.com/EconomicAlpha/status/1993762560433406451) 2025-11-26T19:23Z 19.4K followers, [---] engagements "Mexico Starts Granting Mining Permits Unlocks US$11B Pipeline Zacatecas Sonora Chihuahua and Durango serving as the primary beneficiaries. https://mexicobusiness.news/mining/news/mexico-starts-granting-mining-permits-unlocks-us11b-pipeline https://mexicobusiness.news/mining/news/mexico-starts-granting-mining-permits-unlocks-us11b-pipeline" [X Link](https://x.com/EconomicAlpha/status/1999237615808315613) 2025-12-11T21:59Z 19.5K followers, [----] engagements "@Mai_Bagholder π€£" [X Link](https://x.com/EconomicAlpha/status/1999291403227238760) 2025-12-12T01:33Z 19.4K followers, [---] engagements "Yes and at that price with warrants exercised wed be looking at a fully diluted EV of $525M. That would include $200M cash from warrants + $35M cash by year end and minimal debt. Fully funded for all development and some M&A at that point. At that valuation would be looking at 1.4x EV/EBITDA at 150k pdn full annual run rate. A far cry from where they were just a few months ago" [X Link](https://x.com/EconomicAlpha/status/1999298996607565921) 2025-12-12T02:03Z 19.5K followers, [---] engagements "Equinox Gold $EQX selling Brasil operations for total consideration of $1.015 Billion. http://www.newsfilecorp.com/release/277994/Equinox-Gold-Announces-Sale-of-Brazil-Operations-for-Total-Consideration-of-1.015-Billion-Focusing-on-NearTerm-North-American-Growth http://www.newsfilecorp.com/release/277994/Equinox-Gold-Announces-Sale-of-Brazil-Operations-for-Total-Consideration-of-1.015-Billion-Focusing-on-NearTerm-North-American-Growth" [X Link](https://x.com/EconomicAlpha/status/2000323156977049810) 2025-12-14T21:52Z 19.8K followers, [----] engagements "@MineraAlamos We already know. Tell us what we dont know or are not expecting" [X Link](https://x.com/EconomicAlpha/status/2001308757997838368) 2025-12-17T15:09Z 19.5K followers, [----] engagements "What I really want to know is: Why should I continue to hold your stock And why does it feel like you're actively alienating the retail investors who stood by you when it mattered most As a long-term shareholder who's ridden out multiple brutal cycles and still maintains a significant position I'll acknowledge that the recent Pan pivot transaction was essential. It stabilized the company and prevented a far worse outcome. Credit where it's due. But the way things have unfolded since then has left many of us deeply frustrated and sidelined. Retail investors you know the ones who refused to" [X Link](https://x.com/EconomicAlpha/status/2001442677187915921) 2025-12-18T00:01Z 19.7K followers, 15.6K engagements "Quick update on $MAI.V following last weeks long post before the town hall. I spoke privately with new management/IR and had a candid constructive conversation. Retail frustration was heard loud and clear (optics alignment communication dilution). They addressed it within the first [--] minutes of the town hall again at the end and reiterated it on my call. Acknowledgment with a stated focus on earning back trust through execution. Theyre moving as fast as they can but there was a lot that needed fixing. Summary: Pan ramp up FY26 full production slate + annual guidance late Jan Copperstone fully" [X Link](https://x.com/EconomicAlpha/status/2002473370835685877) 2025-12-20T20:17Z 19.7K followers, 19K engagements "@Mai_Bagholder That was a great move on your part. I wish I had done the same in hindsight" [X Link](https://x.com/EconomicAlpha/status/2002549408727216358) 2025-12-21T01:19Z 19.5K followers, [---] engagements "10 of the [--] largest gold mining companies by market cap beat analysts' expectations for eps estimates in Q3 while [--] of the top [--] gold producers also exceeded quarterly revenue forecasts according to S&P Global Market Intelligence data. Also some AISC data all data from CapIQ #Gold #Miners https://twitter.com/i/web/status/2002786620471136652 https://twitter.com/i/web/status/2002786620471136652" [X Link](https://x.com/EconomicAlpha/status/2002786620471136652) 2025-12-21T17:01Z 19.7K followers, 17.2K engagements "@GavMcCracken Ive been through brutality with this one. For so many years. So much so this was my vent. Im hoping luck has it and #baggolder sign off is peak negative sentiment. The new hodl @MineraAlamos What I really want to know is: Why should I continue to hold your stock And why does it feel like you're actively alienating the retail investors who stood by you when it mattered most As a long-term shareholder who's ridden out multiple brutal cycles and still maintains a @MineraAlamos What I really want to know is: Why should I continue to hold your stock And why does it feel like you're" [X Link](https://x.com/EconomicAlpha/status/2003862813580911041) 2025-12-24T16:18Z 19.6K followers, [----] engagements "For fun. Assuming warrants go ITM and exercised. .52 USD is .705 CAD 1.5B SoS f/d ITM + OTM $780M US MCAP $580M US EV w/warrants exercised [--] EBITDA: $112M Pan [--] EBITDA: $252M Pan + Coppers [--] EBITDA: $420M Pan+Cop+CdO [--] EV/EBITDA: [----] [--] EV/EBITDA: [----] [--] EV/EBITDA: [----] Pathway to warrants clear. Embedded financing up there makes this area a magnet point. Using just ITM shares and current prices and using 1.08B OS. Current market cap $400M USD. [--] EV/EBITDA: [----] [--] EV/EBITDA: [----] [--] EV/EBITDA: .95 Have to execute but my goodness. Lot of room for error." [X Link](https://x.com/EconomicAlpha/status/2004227185079427475) 2025-12-25T16:26Z 19.7K followers, [----] engagements "Top [--] Miners from @mining #mining #metals" [X Link](https://x.com/EconomicAlpha/status/2006512342859919700) 2025-12-31T23:46Z 19.7K followers, 23.9K engagements "@bombatours @Mai_Bagholder @4evDev The OGs starting to feel simi good. Kudos to you both" [X Link](https://x.com/EconomicAlpha/status/2011582071672881493) 2026-01-14T23:31Z 19.8K followers, [--] engagements "FWIW I am still in. Its been a long road for me. It has been [--] long years. Most of legacy owners gone now though. Stock has turned over quite a a bit. New company. Self funding. New opportunity. Right timing in cycle. And gold is nearing $5K. Complete [---] since August transaction" [X Link](https://x.com/EconomicAlpha/status/2014448753869259228) 2026-01-22T21:23Z 19.8K followers, [--] engagements "@4evDev @Mai_Bagholder I have gray hair because of it. π€ͺ" [X Link](https://x.com/EconomicAlpha/status/2014789471091179811) 2026-01-23T19:56Z 19.8K followers, [--] engagements "At peak a few weeks ago someone borrowed my shares [------] of them at 4%. They have all been returned except for [-----]. Presumably this was borrowed because of bot deal coming out of escrow. That bot deal was well placed with sticky investors but Id imagine some warrant clipping was going on. https://twitter.com/i/web/status/2016224924684190116 https://twitter.com/i/web/status/2016224924684190116" [X Link](https://x.com/EconomicAlpha/status/2016224924684190116) 2026-01-27T19:00Z 19.9K followers, [---] engagements "RT@zerohedge: PBOC injects massive 395bn yuan of cash in reverse repo: China 7-day repo rate plunges 123bps most since Jan. [--] to 3.0894%" [X Link](https://x.com/EconomicAlpha/status/263108636941897728) 2012-10-30T02:42Z 19.7K followers, [--] engagements "#Fed Balance Sheet $4.033T; #nationaldebt $17.253T" [X Link](https://x.com/EconomicAlpha/status/416338086184763392) 2013-12-26T22:41Z 19.4K followers, [--] engagements "GLD continues to puke gold holdings. Now down to 885t. For perspective was 955t Nov 9th" [X Link](https://x.com/EconomicAlpha/status/802565017040195584) 2016-11-26T17:29Z 19.4K followers, [--] engagements "@Steward4Him Using USD and flowing everything through. I did t know what the charge would be so I added to some other categories" [X Link](https://x.com/EconomicAlpha/status/870242048347123712) 2017-06-01T11:34Z 19.7K followers, [--] engagements "$KL.TO $KLGDF Year to date the share price is up [--] per cent making it the top performing gold stock in the S&P/TSX composite index. π€·β" [X Link](https://x.com/EconomicAlpha/status/872556487498924032) 2017-06-07T20:50Z 19.8K followers, [--] engagements "Full disclosure: Top picks junior producers: 1) Kirkland Lake 2) Klondex 3) Wesdome 4) Endeavor Mining 5) Richmont Mines 6) Torex 7) IAMGold" [X Link](https://x.com/anyuser/status/873186084095709184) 2017-06-09T14:32Z 19.8K followers, [---] engagements "To the folks I may have accidentally influenced by raising awareness on Kirkland Lake congrats if you bought. Looking for next gem now" [X Link](https://x.com/EconomicAlpha/status/890941171077459968) 2017-07-28T14:25Z 19.8K followers, [--] engagements "@TradeTexasBig $KLGDF in US" [X Link](https://x.com/EconomicAlpha/status/891722848141758464) 2017-07-30T18:11Z 19.8K followers, [--] engagements "$WHY Unfortunate https://www.bloomberg.com/news/articles/2017-11-08/the-750-million-magnesium-deal-that-came-up-750-million-short https://www.bloomberg.com/news/articles/2017-11-08/the-750-million-magnesium-deal-that-came-up-750-million-short" [X Link](https://x.com/EconomicAlpha/status/928761430517698561) 2017-11-09T23:09Z 19.7K followers, [--] engagements "Sorry about $KLDX terrible trade idea unless bought recently complete operational emasculation $HL put end to misery" [X Link](https://x.com/EconomicAlpha/status/975858886744866816) 2018-03-19T22:17Z 19.4K followers, [--] engagements "Im at [----] followers. Humbled and thankful. Had about [--] friends in high school. Have less than a handful now. Never thought twitter would allow me to connect this way. If I have helped anyone navigate the mining sector in any way please RT or like. Would love to get to 4K ππ" [X Link](https://x.com/anyuser/status/994313406990647297) 2018-05-09T20:29Z 19.8K followers, [---] engagements "$WDO.TO $WDOFF Running the math $2 cad is the NAV of Eagle River asset thus ascribing no value on Kiena. A solid break above $2 which coincidentally is the [---] day moving average is the market finally rerating" [X Link](https://x.com/anyuser/status/997849550487457792) 2018-05-19T14:40Z 19.8K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@EconomicAlpha High Grade πβππΊπΈπ¨π¦High Grade πβππΊπΈπ¨π¦ posts on X about gold, $aem, $nem, nem the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 46.28% stocks #5171 cryptocurrencies #1853 countries 4.96% social networks 3.31% technology brands 3.31% currencies 2.48% exchanges 0.83% automotive brands 0.83%
Social topic influence gold #1506, $aem #1, $nem #3, nem #434, $kl 6.61%, dividend #79, $gold #3, market 4.96%, $maiv 4.13%, silver 4.13%
Top accounts mentioned or mentioned by @maibagholder @gloeschi @mineraalamos @markbanazek @realmikebarnes @4evdev @traderpamplona @jack @markets @ft @allstarcharts @youtube @tcsconsulting @blackalex58 @thatgreybeard @faboitiz @joehammergb @gavmccracken @mining @bombatours
Top assets mentioned Agnico Eagle Mines Ltd. (AEM) Newmont Corporation (NEM) Barrick Gold Corp. (GOLD) Delysium (AGI) Realio Network (RIO) Kinross Gold Corporation (KGC) BHP Group Limited (BHP) Southern Copper Corporation (SCCO) Freeport-McMoRan Inc (FCX) EQIFi (EQX) Coeur Mining, Inc. (CDE) EGO (EGO) Orla Mining Ltd. (ORLA)
Top posts by engagements in the last [--] hours
"Evolution Mining tonight in Oz. https://evolutionmining.com.au/storage/2024/08/2760025-Record-FY24-Profit-and-High-Margin-Cash-Flow-into-FY25.pdf https://evolutionmining.com.au/storage/2024/08/2760025-Record-FY24-Profit-and-High-Margin-Cash-Flow-into-FY25.pdf"
X Link 2024-08-14T01:22Z 19.9K followers, [----] engagements
"#Gold #Mining M&A: Eldorado Gold $EGO acquiring Foran Mining Corp $FOM.TO. Foran shareholders will receive [------] common shares of Eldorado and $0.01 in cash for each Foran Share held - 8% premium to 20-day VWAP and nil premium to recent closing price. Equity valuation C$3.8B. Eldorado to own 76% of combined. π₯ M&A heating up again. What do you think of this deal #Gold #Copper https://www.eldoradogold.com/sites/eldorado-gold/files/eldorado/news/2026%20News/2026-02-02%20Strategic%20Acquisition_FINAL.pdf"
X Link 2026-02-02T12:18Z 19.9K followers, [----] engagements
"Minera Alamos symbol on the OTC has reverted back to $MAIFF from $MAIFD as the temporary symbol duration for share consolidation corporate action concluded"
X Link 2026-02-03T14:40Z 19.9K followers, [----] engagements
"Agnico Eagle Mines $AEM beats on adj EPS $2.70 vs $2.65 β
beats on GAAP EPS $3.04 vs $2.71 β
beats on Revenue $3.56B vs $3.45B β
beats on OCF $1.81B vs $1.42B β
beats on FCF $1.31B vs $1.18Bβ
beats on EBITDA $2.76B vs $2.47Bβ
[----] AISC guide $1400-$1450 Cash Cost guide $1020-$1120 Midpoint 12% increase from [----] Realized #Gold price $4163 73.5% operating margin π€£ Quarterly dividend increased 12.5% to .45 To remain active on share repurchases. 3-yr pdn guidance 3.3M to [---] Moz. Outlook for [----] pdn improved. Beat on all costs up 12% at midpoint of guide. Tough day to drop this one too. What"
X Link 2026-02-12T22:15Z 20.2K followers, 33.1K engagements
"Wow [-----] followers I dont know what else to say. Humbled. Thankful to those that follow and future followers. Thank you for appreciating my thoughts on your timeline. Im just a passionate sector enthusiast who loves the shiny metals and analyzing their businesses. So many ups and downs trials and tribulations investing in this sector. Winners and losers all over the historical investing dashboard. The volatility can be intense at times. But thankful to be a part of the mining community and adding some relevance and contribution to the matrix. ππ πββπ₯"
X Link 2026-02-13T16:14Z 20.2K followers, [----] engagements
"@TraderPamplona Ha thanks Im not sure that button even works anymore π€£ Ive since graduated to pay it forward mentality"
X Link 2026-02-13T17:59Z 20.2K followers, [---] engagements
"Alamos Gold $AGI out with [--] year guidance this morning and plans for 1m pdn by [----]. Prior 3-year guidance (2025 - 2027) shown below for reference. #Gold #Mining π₯βπ Alamos Gold releases updated operating guidance outlining 46% production growth by [----] and a 20% reduction in AISC with further growth to [--] Moz annually by 2030all internally funded and Canada-based. Read more: https://t.co/Gn7Em7vcvw #AlamosGold #Guidance #Mining #Gold https://t.co/fCkceSSYj9 Alamos Gold releases updated operating guidance outlining 46% production growth by [----] and a 20% reduction in AISC with further growth"
X Link 2026-02-04T12:54Z 20.2K followers, [----] engagements
"Im old enough to remember where the company came from. Humble beginnings really. When they bought Island Gold from Richmont back in the day for US $770M. Theyve done well creating value from the deals they have done in the past and executing transforming the company into a high margin well managed company. https://twitter.com/i/web/status/2019046803912442363 https://twitter.com/i/web/status/2019046803912442363"
X Link 2026-02-04T13:54Z 19.9K followers, [---] engagements
"LTM EBITDA Margins #Gold #Miners Lundin Gold 69% Agnico 65% Newmont 59% Barrick 59% Kinross 58% Endeavour Mining 56% Evolution Mining 49% Eldorado Gold 47% Alamos Gold 46% IamGold 46% B2Gold 45% Orla Mining 39% Equinox Gold 33% Avg realized gold price Q3 $3460 Q3 profit margins 52% Avg EV/EBITDA x 8-10 Source CapIQ data https://twitter.com/i/web/status/2004550395092226312 https://twitter.com/i/web/status/2004550395092226312"
X Link 2025-12-26T13:50Z 20.2K followers, 43.2K engagements
"Conservative status-quo guidance on Pan with mild cost creep. Fine given the mining plan outlined. Pre-stripping tackled upfront for better ops flexibility later. This was a matter of when not if glad addressing now. Pan plays the steady state cash funding engine role providing the runway for real production growth in this high #gold price environment. Leaves plenty of room for upside guidance surprise if can unlock optimizations + efficiencies. Potential under promise over deliver from base line. Not flashy just methodical thought process. Getting it right is critical earn market trust"
X Link 2026-02-05T03:02Z 20.2K followers, [----] engagements
"Barrick Mining Corporation $B beats on adj EPS $1.04 vs .88 beats on EPS $1.43 vs .89 beats on Revenue $6B vs $5.16B beat on OCF $2.73B vs $2.07B and beat on FCF $1.62B vs $1.42B. Quarterly dividend boosted to .42 new div policy targeting 50% payout of attributable FCF. Mark Hill appt Pres and CEO. AISC guide $1760-$1950. Realized #Gold price $4177. Beat it beat it beat it beat it. Tough day to drop this though. What do you think βππ₯ All estimates from CapIQ. Read PR for more details. Record shareholder returns and another record quarterly financial performance mark successful delivery of"
X Link 2026-02-05T14:21Z 20.2K followers, 20.2K engagements
"NBF raises PT to C$8.50 from C$6 following guidance"
X Link 2026-02-05T16:20Z 20.2K followers, [----] engagements
"Adding fresh NBF commentary to this post to further my thoughts on the guidance release. Paraphrasing: Positive overall read on the outlook. Guidance lines up nicely with consensus estimates. Margins (Pan) implying a solid 20% effective FCF yield ($5K gold). $34M year-end cash + strong Pan margins provide good headroom for waste stripping prepay servicing/refinancing exploration Copperstone capex and other moves. Year shaping up back-half weighted as expected. Midpoint cash costs 4% above estimates. Outperform rating maintained; PT raised to C$8.50 (from C$6.00). Source: National Bank"
X Link 2026-02-05T22:44Z 20.2K followers, [----] engagements
"September [--] [----] By: Luis D. Rivera @economicalpha As an investor and speculator navigating the mining landscape in Mexico right now feels like trying to piece together a complex puzzle. Rubixs http://x.com/i/article/1830715139806363648 http://x.com/i/article/1830715139806363648"
X Link 2024-09-02T22:00Z 20.2K followers, 20.3K engagements
"Top [--] #miner market cap as of year end [----]. Total market cap for this group is now $1.7 trillion. Data from CapIqQ. #Gold #Silver #Copper #metals BHP Group Ltd. $BHP Rio Tinto Group $RIO Zijin Mining Group Co. Ltd. Southern Copper Corp. $SCCO Newmont Corp. $NEM Agnico Eagle Mines Ltd. $AEM Barrick Gold Corp. $GOLD (NYSE primary) Freeport-McMoRan Inc. $FCX Grupo Mxico SAB de CV Glencore PLC $GLEN (LSE primary) or $GLNCY (ADR) Saudi Arabian Mining Co. CMOC Group Ltd. Vale SA $VALE Wheaton Precious Metals Corp. $WPM Zijin Gold International Co. Ltd. Fortescue Ltd. $FMG (or $FSUMY ADR) Anglo"
X Link 2026-01-25T16:32Z 20.2K followers, 46.6K engagements
"2025 Expectations Scorecard for Major #Gold Miners as well as [----] volume and revenue estimates. Newmont leads with $22B total rev (+18% YoY) $10.8B op income (+140%) EPS $6.48 (+86%). Gold rev $18.9B sales vol down -16% to 5.5M oz. Realized price $3454 MRQ (+43%) AISC $1625 (+7%). $NEM Agnico Eagle: $11.8B rev (+43%) op income $8.5B (+98%) EPS $8.24 (+94%). Gold rev $11.6B (+41%) sales vol 3.4M oz (-1%) realized $3403 (+43%) AISC $1302 (+6%). $AEM Big growth standouts: AngloGold Ashanti (+68% rev +161% EPS) Gold Fields (+65% rev +146% EPS) Endeavour Mining (+56% rev +257% EPS) B2Gold (+66%"
X Link 2026-02-06T11:35Z 20.2K followers, 26.5K engagements
"@MarkBanazek Appreciate that Hope so"
X Link 2026-02-13T16:32Z 20.2K followers, [---] engagements
"Valuations for the Top [--] #miners reached $1.85 trillion at the end of January up from $1.7 trillion at the end of December and $1.57 trillion at the end of November. Aggregate for 2400+ companies was up 16.8% MoM. $BHP $SCCO $RIO $NEM $AEM $FCX $GOLD $AU $GFI πβππ₯ #Mining #Commodities #Metals #Gold #Copper Source: CapIQ / S&P Global Market Intelligence https://twitter.com/i/web/status/2022162731260870748 https://twitter.com/i/web/status/2022162731260870748"
X Link 2026-02-13T04:15Z 20.2K followers, 24K engagements
"We saw Barricks $B dividend policy amended last week. This week we heard from Agnico $AEM with their 12.5% dividend increase. The chart below estimates dividends will be up 18.5% this year from the North American #Gold producers. Dollar levels just getting above [----]. Next week we will hear from Newmont $NEM Alamos Gold $AGI Lundin Gold $LUG.TO Equinox $EQX IAMGOLD $IAG among others. Earnings season in high gear next week. Capital allocation strategies and costs continue to be a π focus. Enjoy the Long weekend. πβπ₯ Chart via CapIQ. https://twitter.com/i/web/status/2022463246733615475"
X Link 2026-02-14T00:09Z 20.2K followers, [----] engagements
"@Gloeschi Yes most of that decline came from Newmont and Barrick"
X Link 2026-02-14T00:46Z 20.2K followers, [---] engagements
"Consensus #commodity price targets via CapIQ as of Jan [--]. Note chart captures a snapshot in time right after extreme volatility (late-Jan peaks). These forward targets on the precious metals presumably reflect analyst caution about sustainability of the rally. The future is always uncertain π₯π₯πββπ https://twitter.com/i/web/status/2022689338044068093 https://twitter.com/i/web/status/2022689338044068093"
X Link 2026-02-14T15:08Z 20.2K followers, [----] engagements
"$MAG.TO Mag Silver announces a C$60M private placement with Eric Sprott. [-------] common shares at slight discount of C$13.25 to Fridays close. Sprotts largest single investment in the #Silver space"
X Link 2020-04-27T10:50Z 19.8K followers, [---] engagements
"Alexco Resources $AXU.TO"
X Link 2020-05-02T13:32Z 19.4K followers, [--] engagements
"Been receiving bit of donations lately. While they are not necessary and Im just happy to provide information as I go I wanted to say thank you. Note all donations received lately have been going to the New York Food bank in this time of need. Thanks again. Have a great wknd"
X Link 2020-05-15T13:27Z 19.8K followers, [---] engagements
"Have these [--] all day to myself. What a treat"
X Link 2020-05-16T14:08Z 19.8K followers, [---] engagements
"Kids and bubbles. Bubbles for the birthday girl. Happy 1st Birthday. ππππ"
X Link 2020-05-23T13:56Z 19.8K followers, [---] engagements
"Thank you Twitter. #FinTwit #MinTwit Much appreciation. πππππππ"
X Link 2020-05-25T21:55Z 19.8K followers, [---] engagements
"B2Gold doubles dividend"
X Link 2020-06-12T12:43Z 19.7K followers, [--] engagements
"My son did this for me. Im melting. β€β€β€β€ Happy Fathers Day"
X Link 2020-06-21T12:55Z 19.8K followers, [---] engagements
"The turtle has appeared to have finally awaken. Here comes the sleeping giant. $KL"
X Link 2020-07-07T19:24Z 19.8K followers, [---] engagements
"From humble Wesdome beginnings to now $10 US. Congrats $WDO.TO $WDO.TO $WDOFF Running the math $2 cad is the NAV of Eagle River asset thus ascribing no value on Kiena. A solid break above $2 which coincidentally is the [---] day moving average is the market finally rerating $WDO.TO $WDOFF Running the math $2 cad is the NAV of Eagle River asset thus ascribing no value on Kiena. A solid break above $2 which coincidentally is the [---] day moving average is the market finally rerating"
X Link 2020-07-08T18:27Z 19.8K followers, [---] engagements
"Yamana Gold upped annual dividend 12% last week 4th time in last [--] months. Evolution Mining signaled it will boost again. Endeavour Mining will implement dividend policy around Q4. Step change in FCF YoY and next 12-months. More to come. Rare sector showing these kind of moves"
X Link 2020-07-26T15:58Z 19.8K followers, [---] engagements
"Top [--] Metals & Mining companies ranked by June [--] market cap. Source S&P Global Market Inteligence"
X Link 2020-07-26T16:51Z 19.8K followers, [---] engagements
"Nothing to do in a bull market but be right sit tight grow the beard and spend time with the kids. π₯π¨π§#gold"
X Link 2020-07-27T22:52Z 19.8K followers, [---] engagements
"Kirkland Lake $KL out w/earnings. Adjusted EPS of .79 cents vs CapIQ estimate of .71 cents. Revs of $581M vs $577M. EBITDA $309M a 53% margin. CC $374 and AISC $751. Fville AISC $273. Expects to announce Fville exploration results in near future. Spent $25.6m in expl there ytd"
X Link 2020-07-30T11:13Z 19.8K followers, [---] engagements
"Update: $SSRM 63% $WDO 60%* $PAAS 103% $BTG 65% $AGI 71% $SAND 55% $MAI: 148%* $KOR: 142%* $SILV: 85% $ITR: 126%* $MOZ: 77%* $RIO: 137%* $KL: 61%* $FNV: 31% $RGLD: 33% $NEM: 19% $GOLD: 21% Nothing flashy. Missed bigger runs b/c didnt go lower in food chain. *Best ideas covered. SSRM Wesdome Pan American B2Gold Alamos Gold Sandstorm. Explorer co/dev: Minera Alamos Corvus Gold SilverCrest Integra Resources Marathon Gold Rio2. Anchors: Kirkland Franco-Nevada Royal Gold Newmont Barrick. GDX/GDXJ trading trend when necessary. Playbook. SSRM Wesdome Pan American B2Gold Alamos Gold Sandstorm."
X Link 2020-08-05T12:20Z 19.8K followers, [---] engagements
"So #Gold decides to retest $2000 $1980 and prior ATHs all in one day. Have to love this sector"
X Link 2020-08-11T18:17Z 19.8K followers, [---] engagements
"Warrant Buffett Berkshire Hathaway takes 20.9M share position in Barrick Gold according to 13F. Interesting move consider his view on #Gold. But FCF is FCF"
X Link 2020-08-14T20:26Z 19.8K followers, [---] engagements
"Warren Buffett buys a stake in Barrick Gold http://economicalpha.blog/2020/08/14/warren-buffett-buys-a-stake-in-barrick-gold/ http://economicalpha.blog/2020/08/14/warren-buffett-buys-a-stake-in-barrick-gold/"
X Link 2020-08-14T21:07Z 19.8K followers, [---] engagements
"2021 FCF yields for some #Gold #Mining companies at current spot: Kinross 10.5% Kirkland 8.5% Newmont 8.3% Barrick 5.7% Agnico 5.5% Dundee 24% Centerra 18.7% Torex 18.1% Teranga 17.5% SSR 13.9% Pretium 13.7% New Gold 12.3% Yamana 10.7% B2 Gold 9.3% Alamos 5.2% Source: RBC"
X Link 2020-08-22T15:55Z 19.8K followers, [---] engagements
"Newmont CEO Trumpets Rising Free Cash Flow on Higher #Gold Prices FCF soared to record $1.3 billion in Q3 from $365 million in year ago quarter. Sees $19 billion FCF over the next 5Y / $4 billion annually if gold averages $1900. https://www.barrons.com/articles/newmont-ceo-trumpets-rising-free-cash-flow-on-higher-gold-prices-51604066863st=mur6d6zvjtcmi0y https://www.barrons.com/articles/newmont-ceo-trumpets-rising-free-cash-flow-on-higher-gold-prices-51604066863st=mur6d6zvjtcmi0y"
X Link 2020-10-31T15:19Z 19.8K followers, [---] engagements
"#Gold producer Q320 AISC average realized price profit margin and valuation multiples. Source: Market Intelligence"
X Link 2020-12-04T20:45Z 19.8K followers, [---] engagements
"#Gold Miners Set for Another Banner Year With Focus on Discipline $GOLD $NEM $KGC $AEM $AUY $EDV.TO https://www.bloomberg.com/news/articles/2020-12-28/gold-miners-set-for-another-banner-year-with-focus-on-discipline https://www.bloomberg.com/news/articles/2020-12-28/gold-miners-set-for-another-banner-year-with-focus-on-discipline"
X Link 2020-12-28T18:16Z 19.4K followers, [--] engagements
"Handy [----] operational catalyst cheat sheet for #Gold Miners via Credit Suisse"
X Link 2021-01-03T17:45Z 19.8K followers, [---] engagements
"My daughter Bella turning [--]. Shes right next to me smiling β€ Such a happy and loving kid. So blessed π Group family photo always a challenge to perfect. Weekend chronicles. ππππππ"
X Link 2021-02-06T23:25Z 19.8K followers, [---] engagements
"Barrick Gold $GOLD set to announce a new dividend framework (hopefully similar to what Newmont did back in October) when they report earnings on the 18th"
X Link 2021-02-13T21:50Z 19.8K followers, [---] engagements
"Barrick goes the route of a .42 cent capital distribution subject to shareholder vote and maintains .09 cent quarterly dividend (.36 cent annual). All told if approved would total nearly $1.4B. About a 3.75% similar to $NEM. https://s25.q4cdn.com/322814910/files/doc_news/2021/02/Barrick-Proposes-Return-of-Capital-Distribution-and-Declares-Dividend.pdf Barrick Gold $GOLD set to announce a new dividend framework (hopefully similar to what Newmont did back in October) when they report earnings on the 18th."
X Link 2021-02-18T11:23Z 19.8K followers, [--] engagements
"$KL Earnings Call Q&A highlight of the call π¬"
X Link 2021-02-28T00:16Z 19.4K followers, [---] engagements
"Newmont buying GT Gold at a price of C$3.25 for cash consideration of approximately US$311 million (C$393.0 million)"
X Link 2021-03-10T12:03Z 19.8K followers, [---] engagements
"New additions to $GDXJ Skeena Resources $SKE.TO Discovery Metals $DSV.V Marathon Gold $MOZ.TO Liberty Gold Maverix Metals $MMX.TO Jaguar Mining $JAG.TO Galiano Gold Silver Mines Ltd Caledonia Mining Booted: Northern Star http://GAU.TO http://LGD.TO http://GAU.TO http://LGD.TO"
X Link 2021-03-12T22:11Z 19.8K followers, [---] engagements
"Me with my mining stocks vs everyone else in other stocks"
X Link 2021-03-26T12:07Z 19.8K followers, [---] engagements
"Im all in $KL. And Im down a fair amount. With dollar cost averaging cost basis is now $38 between two accounts. #ALLIN Im also #ALLIN on $MAI.V. Check in with me from time to time okay"
X Link 2021-03-31T14:53Z 19.8K followers, [---] engagements
"Went through $KL Detour LoM transcript. Long but worth effort. Tony Makuch & Co envisage much larger mine then currently reflected in reserves. Transformation could lead to substantial growth in mineral reserves larger design pdn improved costs = significant value creation"
X Link 2021-04-03T21:48Z 19.8K followers, [---] engagements
"Wesdome footwall zone hole wow best ever hole intercept at Kiena. πππ Wesdome Expands Recently Discovered High Grade Footwall Zone Over [---] Metres Down Plunge Drilling [----] g/t Gold Over [----] Metres Core Length Think I will pass out now. $WDO.TO https://ml.globenewswire.com/Resource/Download/13ce9d66-e846-4d12-8140-ce777de111ff https://ml.globenewswire.com/Resource/Download/13ce9d66-e846-4d12-8140-ce777de111ff"
X Link 2021-05-19T11:10Z 19.8K followers, [---] engagements
"So an empty movie theatre chain is now worth more than $KL and $AEM combined. Im must be taking crazy pills"
X Link 2021-06-03T01:26Z 19.8K followers, [---] engagements
"Only as good as your last deal. Concentrated bets in #gold miners Claude Resources acquired β Kirkland Lake $5-42 β Wesdome Gold $1.50 - $10 Atlantic Gold acquired β Corvus Gold offer to be acquired β Minera Almos (working) .10 - .52"
X Link 2021-07-14T13:17Z 19.8K followers, [---] engagements
"Greetings from Aruba. πβ"
X Link 2021-10-09T11:42Z 19.8K followers, [---] engagements
"With hyperinflation tweet over the weekend from @jack article from @markets. #Golds Inflation-HavenAppeal Means Violent Run-Up May Be Ahead Garafalo saying $3000 in a matter of months. McEwen sticks to $5000 long term target. https://www.bloomberg.com/news/articles/2021-10-22/ex-goldcorp-chiefs-see-violent-bullion-runup-on-inflation-risk https://www.bloomberg.com/news/articles/2021-10-22/ex-goldcorp-chiefs-see-violent-bullion-runup-on-inflation-risk"
X Link 2021-10-24T13:49Z 19.8K followers, [---] engagements
"There goes $PVG Newcrest to Acquire Pretivm for C$18.50 in Cash and Shares"
X Link 2021-11-08T22:45Z 19.8K followers, [---] engagements
"#Gold has yet to see the ETF fund flows come in"
X Link 2021-11-13T20:07Z 19.8K followers, [---] engagements
"Surprised birthday cake from my wife She puts up with so much including my mood swings because of the volatility in these markets. Shes amazing"
X Link 2021-11-28T22:39Z 19.8K followers, [---] engagements
"Wow. Kinross announces acquisition of Great Bear Resources Kinross to Acquire Great Bear for C$29.00 per Share Plus a Contingent Value Right"
X Link 2021-12-09T01:16Z 19.8K followers, [---] engagements
"Looks like Odev finally out of Minera Alamos as large cross just hit the tape. A total of 76m shares were unwound since the selling began in October and the stock held up practically flat. Failed to break major support level as well. Minera can now trade to fundies $MAI.V $MAIFF"
X Link 2022-01-05T19:59Z 19.8K followers, [---] engagements
"So long Kirkland Lake. βπΌ$KL"
X Link 2022-02-08T23:42Z 19.8K followers, [---] engagements
"Some personal news. Celebrating [--] years together today. Made sure I bundled wedding anniversary around Valentines Day π€ͺ Remain long pet rocks some mining stonks and this relationship.πΎπΎπΎπππ"
X Link 2022-02-15T23:39Z 19.8K followers, [---] engagements
"Solid numbers out of Barrick Gold $GOLD $ABX.TO. Beat on earnings + revs. Performance dividend announced linked to net cash + a $1B buyback after missing on big m&a. Previously announced more than replaced Au reserves net of depletion @ higher grades. YoY comps for sector easier"
X Link 2022-02-16T12:40Z 19.8K followers, [---] engagements
"Anthony Makuch advised the Board that he has decided to step down as Chief Executive Officer and as a director of Agnico Eagle. $AEM"
X Link 2022-02-24T04:19Z 19.6K followers, [--] engagements
"This cycle crushed my spirit. Big benefactor of easy money machine that contributed significantly to period of outsized returns. When cycle pivoted quickly caught overexposed. Made worse by fighting the change and poor investment choices lately. Its a cyclical sector ass hat"
X Link 2022-09-18T14:38Z 19.8K followers, [---] engagements
"Barrons: $NEM"
X Link 2022-09-18T16:26Z 19.8K followers, [---] engagements
"$KGC Kinross Gold out this morning with an enhanced buyback program. The announcement followsconstructive discussionswith Elliott Investment Management LP as well as a number of the Companys other shareholders"
X Link 2022-09-19T11:41Z 19.4K followers, [--] engagements
"Im sorry folks. I still do believe in my investments over the long term but the market is currently not in agreement. Not sure what else I can say. Didnt anticipate FF rate of 5% nor was it ever part of equation and how much that would impact the calculus in the gold narrative"
X Link 2022-11-01T01:15Z 19.8K followers, [---] engagements
"Central Banks binge on #Gold via @FT Gold buyers binge on biggest volumes for [--] years https://on.ft.com/3VwSo82 https://on.ft.com/3VwSo82"
X Link 2022-12-29T11:50Z 19.8K followers, 16.2K engagements
"Best ideas for the metals and mining sector in [----] Also best tax loss ideas for the next few months Ready.go ππΌ"
X Link 2022-12-29T14:58Z 19.8K followers, 22.4K engagements
"@allstarcharts 2500"
X Link 2023-05-04T17:45Z 19.4K followers, [----] engagements
"$MAIFF $MAI.V Minera Alamos: Mid-Summer Town Hall via @YouTube https://youtu.be/jGDfD2yNz04 https://youtu.be/jGDfD2yNz04"
X Link 2023-07-10T13:46Z 19.7K followers, [----] engagements
"Junior Mining M&A: Mako Mining buying Goldsource Mines. https://www.makominingcorp.com/news-media/press-releases/ https://www.makominingcorp.com/news-media/press-releases/"
X Link 2024-03-26T11:38Z 19.4K followers, [----] engagements
"@real_MikeBarnes Hit a rough patch and became discouraged. If I can get enough positive feedback to do so I will make it an effort to come back"
X Link 2024-08-12T15:50Z 19.8K followers, 24.3K engagements
"Feedback overwhelmingly positive. Making the decision to come back easier. Looking forward to this next chapter. Learned a ton. Grew older. Sticking to the basics. Love this space. Got the best of me lately. Lets go at it again. Consider it done. @real_MikeBarnes Hit a rough patch and became discouraged. If I can get enough positive feedback to do so I will make it an effort to come back @real_MikeBarnes Hit a rough patch and became discouraged. If I can get enough positive feedback to do so I will make it an effort to come back"
X Link 2024-08-12T19:33Z 19.8K followers, 10.7K engagements
"Regarding the open-pit mining ban proposal in #Mexico I have a genuine question that I havent been able to find clear answers to or receive a direct response on. Is this proposal for a complete ban on open-pit mining From what Ive seen in the news it seems like a full ban is on the table. However based on what Ive read it appears the focus might be more on stopping the issuance of new open-pit mining concessions. If thats the case I have the following questions: 1) What does this mean for existing open-pit mining operations Will they be allowed to continue under a grandfather clause 2) What"
X Link 2024-08-17T17:06Z 19.8K followers, 29.6K engagements
"US Coal Miner Consol to Buy Arch Resources for $2.3 Billion #Mining #M&A https://www.bloomberg.com/news/articles/2024-08-21/us-coal-producer-consol-to-merge-with-rival-arch-resources https://www.bloomberg.com/news/articles/2024-08-21/us-coal-producer-consol-to-merge-with-rival-arch-resources"
X Link 2024-08-21T11:43Z 19.7K followers, [----] engagements
"Q3 $GDXJ rebalance announcement. Alamos Gold $AGI now the top holding Kinross $KGC out Vizsla Silver has been added $VZLA.V"
X Link 2024-09-13T22:07Z 19.4K followers, 12.3K engagements
"Coeur Announces Acquisition of SilverCrest to Create Leading Global Silver Company $CDE $SILV. Stock deal. Implied consideration $11.34 18% premium 20D vwap total equity value $1.7B. Coeur will own 63% of combined company. #Silver"
X Link 2024-10-04T11:11Z 19.8K followers, 14.6K engagements
"Newmont kicks off #gold #miner earning season with adj eps of .81 cents vs .85 cents est. $760M in FCF vs est $728M. $1.6B operating cash flow vs est $1.45B. $2B in adj EBITDA vs $2.26B est. 3Q Cap ex $877M vs est $808M. 3Q Gold AISC increased [--] percent vs prior quarter to $1611. AISC per GEO increased [--] percent to $1338 per ounce compared to the prior quarter. Since last earnings release repurchased [---] million shares at an average price of $53.16 for a total cost of $500 million. Positioned to meet [----] pdn guidance. 4Q pdn guide of [---] million gold ounces at AISC of $1475. All estimates"
X Link 2024-10-23T20:40Z 19.8K followers, 14.1K engagements
"$AEM out with earnings and they are a beauty. Adj EPS $1.14 vs est $1.02. Adj EBITDA $1.257B vs $1.199B. Revs $2.156B vs $2.114B. FCF $620M vs est $464M. Capex $456M vs $481M. CFOps $1.085B vs $858M. Cash cost $921 and AISC $1286. Well positioned to meet guidance on pdn costs and capex. Cash up $55M and paid down $375M debt. Purchased $30M on NCIB at $82.86. Link: https://s21.q4cdn.com/374334112/files/doc_news/news_documents/2024/_AEM-News-Release-Q3-2024-FINAL.pdf https://s21.q4cdn.com/374334112/files/doc_news/news_documents/2024/_AEM-News-Release-Q3-2024-FINAL.pdf"
X Link 2024-10-30T22:04Z 19.8K followers, 13.8K engagements
"More good news out of Mexico . Torex buying Prime Mining Corp which is in PEA stage. Los Reyes project in Sinaloa has a multi-million-ounce high-grade open pit and underground resource and includes a [----] tonne-per-day mill operation utilizing both open pit and underground mining methods"
X Link 2025-07-28T12:05Z 19.4K followers, [---] engagements
"@TCSconsulting Been easy for everything but this one. Appreciate it"
X Link 2025-11-01T00:37Z 19.4K followers, [---] engagements
"@BlackAlex58 Haha thanks Alex Been surviving on Band-Aids and blind optimism since [----]. If riches were prescriptions you'd be out of refills Nicely done with Rio2 times. I should have stayed on the bus longer but my leach sorry leash wasnt long enough βπ©Ήπ€£"
X Link 2025-11-01T18:24Z 19.4K followers, [---] engagements
"Coeur Mining $CDE acquiring New Gold $NGD by way of a share exchange at a 16% premium $8.51 to Friday closing price implying about a $7B equity value. #mining M&A https://www.coeur.com/investors/news/news-details/2025/Coeur-Announces-Acquisition-of-New-Gold-to-Create-a-New-All-North-American-Senior-Precious-Metals-Producer/default.aspx https://www.coeur.com/investors/news/news-details/2025/Coeur-Announces-Acquisition-of-New-Gold-to-Create-a-New-All-North-American-Senior-Precious-Metals-Producer/default.aspx"
X Link 2025-11-03T12:08Z 19.9K followers, [----] engagements
"TLDR: $6m fcf in first month [----] ounces produced first month On pace over [----] pdn at Pan 4Q Year end cash balance $30M USD Increasing crushing up to 50% at Pan Trucking ore from gold rock and pan n/k/a Pan Complex Pan Complex fund growth build Copperstone asset Capex at Copperstone $30m vs $36m. Down $6m. End of Nov. rollback stock [--] or [--] to [--] Copperstone : Copper con has come down to [--] to 6% copper which changes recovery from mid 70s to low 90s 42k projected goes to above 50k pdn. Pan Complex 35-65pdn Copperstone 50k pdn. 90k + pdn run rate by [----] without CdO 1.3m ounces at CdO at"
X Link 2025-11-11T20:29Z 19.4K followers, [----] engagements
"@Mai_Bagholder Painful and glacial all in one sentence"
X Link 2025-11-11T21:40Z 19.4K followers, [---] engagements
"@that_grey_beard @faboitiz Seachange"
X Link 2025-11-23T17:19Z 19.4K followers, [--] engagements
"@joe_hammer_gb"
X Link 2025-11-26T19:23Z 19.4K followers, [---] engagements
"Mexico Starts Granting Mining Permits Unlocks US$11B Pipeline Zacatecas Sonora Chihuahua and Durango serving as the primary beneficiaries. https://mexicobusiness.news/mining/news/mexico-starts-granting-mining-permits-unlocks-us11b-pipeline https://mexicobusiness.news/mining/news/mexico-starts-granting-mining-permits-unlocks-us11b-pipeline"
X Link 2025-12-11T21:59Z 19.5K followers, [----] engagements
"@Mai_Bagholder π€£"
X Link 2025-12-12T01:33Z 19.4K followers, [---] engagements
"Yes and at that price with warrants exercised wed be looking at a fully diluted EV of $525M. That would include $200M cash from warrants + $35M cash by year end and minimal debt. Fully funded for all development and some M&A at that point. At that valuation would be looking at 1.4x EV/EBITDA at 150k pdn full annual run rate. A far cry from where they were just a few months ago"
X Link 2025-12-12T02:03Z 19.5K followers, [---] engagements
"Equinox Gold $EQX selling Brasil operations for total consideration of $1.015 Billion. http://www.newsfilecorp.com/release/277994/Equinox-Gold-Announces-Sale-of-Brazil-Operations-for-Total-Consideration-of-1.015-Billion-Focusing-on-NearTerm-North-American-Growth http://www.newsfilecorp.com/release/277994/Equinox-Gold-Announces-Sale-of-Brazil-Operations-for-Total-Consideration-of-1.015-Billion-Focusing-on-NearTerm-North-American-Growth"
X Link 2025-12-14T21:52Z 19.8K followers, [----] engagements
"@MineraAlamos We already know. Tell us what we dont know or are not expecting"
X Link 2025-12-17T15:09Z 19.5K followers, [----] engagements
"What I really want to know is: Why should I continue to hold your stock And why does it feel like you're actively alienating the retail investors who stood by you when it mattered most As a long-term shareholder who's ridden out multiple brutal cycles and still maintains a significant position I'll acknowledge that the recent Pan pivot transaction was essential. It stabilized the company and prevented a far worse outcome. Credit where it's due. But the way things have unfolded since then has left many of us deeply frustrated and sidelined. Retail investors you know the ones who refused to"
X Link 2025-12-18T00:01Z 19.7K followers, 15.6K engagements
"Quick update on $MAI.V following last weeks long post before the town hall. I spoke privately with new management/IR and had a candid constructive conversation. Retail frustration was heard loud and clear (optics alignment communication dilution). They addressed it within the first [--] minutes of the town hall again at the end and reiterated it on my call. Acknowledgment with a stated focus on earning back trust through execution. Theyre moving as fast as they can but there was a lot that needed fixing. Summary: Pan ramp up FY26 full production slate + annual guidance late Jan Copperstone fully"
X Link 2025-12-20T20:17Z 19.7K followers, 19K engagements
"@Mai_Bagholder That was a great move on your part. I wish I had done the same in hindsight"
X Link 2025-12-21T01:19Z 19.5K followers, [---] engagements
"10 of the [--] largest gold mining companies by market cap beat analysts' expectations for eps estimates in Q3 while [--] of the top [--] gold producers also exceeded quarterly revenue forecasts according to S&P Global Market Intelligence data. Also some AISC data all data from CapIQ #Gold #Miners https://twitter.com/i/web/status/2002786620471136652 https://twitter.com/i/web/status/2002786620471136652"
X Link 2025-12-21T17:01Z 19.7K followers, 17.2K engagements
"@GavMcCracken Ive been through brutality with this one. For so many years. So much so this was my vent. Im hoping luck has it and #baggolder sign off is peak negative sentiment. The new hodl @MineraAlamos What I really want to know is: Why should I continue to hold your stock And why does it feel like you're actively alienating the retail investors who stood by you when it mattered most As a long-term shareholder who's ridden out multiple brutal cycles and still maintains a @MineraAlamos What I really want to know is: Why should I continue to hold your stock And why does it feel like you're"
X Link 2025-12-24T16:18Z 19.6K followers, [----] engagements
"For fun. Assuming warrants go ITM and exercised. .52 USD is .705 CAD 1.5B SoS f/d ITM + OTM $780M US MCAP $580M US EV w/warrants exercised [--] EBITDA: $112M Pan [--] EBITDA: $252M Pan + Coppers [--] EBITDA: $420M Pan+Cop+CdO [--] EV/EBITDA: [----] [--] EV/EBITDA: [----] [--] EV/EBITDA: [----] Pathway to warrants clear. Embedded financing up there makes this area a magnet point. Using just ITM shares and current prices and using 1.08B OS. Current market cap $400M USD. [--] EV/EBITDA: [----] [--] EV/EBITDA: [----] [--] EV/EBITDA: .95 Have to execute but my goodness. Lot of room for error."
X Link 2025-12-25T16:26Z 19.7K followers, [----] engagements
"Top [--] Miners from @mining #mining #metals"
X Link 2025-12-31T23:46Z 19.7K followers, 23.9K engagements
"@bombatours @Mai_Bagholder @4evDev The OGs starting to feel simi good. Kudos to you both"
X Link 2026-01-14T23:31Z 19.8K followers, [--] engagements
"FWIW I am still in. Its been a long road for me. It has been [--] long years. Most of legacy owners gone now though. Stock has turned over quite a a bit. New company. Self funding. New opportunity. Right timing in cycle. And gold is nearing $5K. Complete [---] since August transaction"
X Link 2026-01-22T21:23Z 19.8K followers, [--] engagements
"@4evDev @Mai_Bagholder I have gray hair because of it. π€ͺ"
X Link 2026-01-23T19:56Z 19.8K followers, [--] engagements
"At peak a few weeks ago someone borrowed my shares [------] of them at 4%. They have all been returned except for [-----]. Presumably this was borrowed because of bot deal coming out of escrow. That bot deal was well placed with sticky investors but Id imagine some warrant clipping was going on. https://twitter.com/i/web/status/2016224924684190116 https://twitter.com/i/web/status/2016224924684190116"
X Link 2026-01-27T19:00Z 19.9K followers, [---] engagements
"RT@zerohedge: PBOC injects massive 395bn yuan of cash in reverse repo: China 7-day repo rate plunges 123bps most since Jan. [--] to 3.0894%"
X Link 2012-10-30T02:42Z 19.7K followers, [--] engagements
"#Fed Balance Sheet $4.033T; #nationaldebt $17.253T"
X Link 2013-12-26T22:41Z 19.4K followers, [--] engagements
"GLD continues to puke gold holdings. Now down to 885t. For perspective was 955t Nov 9th"
X Link 2016-11-26T17:29Z 19.4K followers, [--] engagements
"@Steward4Him Using USD and flowing everything through. I did t know what the charge would be so I added to some other categories"
X Link 2017-06-01T11:34Z 19.7K followers, [--] engagements
"$KL.TO $KLGDF Year to date the share price is up [--] per cent making it the top performing gold stock in the S&P/TSX composite index. π€·β"
X Link 2017-06-07T20:50Z 19.8K followers, [--] engagements
"Full disclosure: Top picks junior producers: 1) Kirkland Lake 2) Klondex 3) Wesdome 4) Endeavor Mining 5) Richmont Mines 6) Torex 7) IAMGold"
X Link 2017-06-09T14:32Z 19.8K followers, [---] engagements
"To the folks I may have accidentally influenced by raising awareness on Kirkland Lake congrats if you bought. Looking for next gem now"
X Link 2017-07-28T14:25Z 19.8K followers, [--] engagements
"@TradeTexasBig $KLGDF in US"
X Link 2017-07-30T18:11Z 19.8K followers, [--] engagements
"$WHY Unfortunate https://www.bloomberg.com/news/articles/2017-11-08/the-750-million-magnesium-deal-that-came-up-750-million-short https://www.bloomberg.com/news/articles/2017-11-08/the-750-million-magnesium-deal-that-came-up-750-million-short"
X Link 2017-11-09T23:09Z 19.7K followers, [--] engagements
"Sorry about $KLDX terrible trade idea unless bought recently complete operational emasculation $HL put end to misery"
X Link 2018-03-19T22:17Z 19.4K followers, [--] engagements
"Im at [----] followers. Humbled and thankful. Had about [--] friends in high school. Have less than a handful now. Never thought twitter would allow me to connect this way. If I have helped anyone navigate the mining sector in any way please RT or like. Would love to get to 4K ππ"
X Link 2018-05-09T20:29Z 19.8K followers, [---] engagements
"$WDO.TO $WDOFF Running the math $2 cad is the NAV of Eagle River asset thus ascribing no value on Kiena. A solid break above $2 which coincidentally is the [---] day moving average is the market finally rerating"
X Link 2018-05-19T14:40Z 19.8K followers, [--] engagements
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