# ![@KeanTan11 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1347018593184010240.png) @KeanTan11 Mining Fever

Mining Fever posts on X about $mtmcf, $mtmax, $mtm, $mtlmy the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1347018593184010240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347018593184010240/c:line/m:interactions.svg)

- [--] Week [-------] -73%
- [--] Month [-------] +2,230%

### Mentions: [--] [#](/creator/twitter::1347018593184010240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347018593184010240/c:line/m:posts_active.svg)

- [--] Month [--] -33%

### Followers: [---] [#](/creator/twitter::1347018593184010240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347018593184010240/c:line/m:followers.svg)

- [--] Week [---] +3.80%
- [--] Month [---] +63%

### CreatorRank: [---------] [#](/creator/twitter::1347018593184010240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347018593184010240/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  28.72% [countries](/list/countries)  20.21% [stocks](/list/stocks)  3.19% [automotive brands](/list/automotive-brands)  2.13% [currencies](/list/currencies)  1.06% [technology brands](/list/technology-brands)  1.06% [exchanges](/list/exchanges)  1.06%

**Social topic influence**
[$mtmcf](/topic/$mtmcf) #2, [$mtmax](/topic/$mtmax) #1, [$mtm](/topic/$mtm) #1, [$mtlmy](/topic/$mtlmy) #1, [$claax](/topic/$claax) 13.83%, [gold](/topic/gold) 12.77%, [ai](/topic/ai) 12.77%, [$gold](/topic/$gold) #98, [$copper](/topic/$copper) 10.64%, [$silver](/topic/$silver) 9.57%

**Top accounts mentioned or mentioned by**
[@metalliummtm](/creator/undefined) [@celsiusasx](/creator/undefined) [@bftd2025](/creator/undefined) [@stefanpiruk](/creator/undefined) [@inigoezponda](/creator/undefined) [@madeleinemhking](/creator/undefined) [@marcorubios](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@metalliummtms](/creator/undefined) [@fecmgov](/creator/undefined) [@commercegov](/creator/undefined) [@immayieldguy](/creator/undefined) [@bowden29luke](/creator/undefined) [@statedept](/creator/undefined) [@moej](/creator/undefined) [@mimgov](/creator/undefined)

**Top assets mentioned**
[Barrick Gold Corp. (GOLD)](/topic/$gold) [Cameco Corporation (CCJ)](/topic/$ccj)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Copper deficits dont resolve quietly. $SFR.AX (copper producer) and $CLA.AX are past the explorer phase now firmly into development FEED-level work and financing underway. A tribute to $OZL.ax one of the legends thats shown what Cu+ Au scale can become. @celsiusASX #Copper This is going to be an epic bull market for investors who are accumulating Copper Miners and Juniors . Average retail and managed money have yet to wake up to the shortfall cliff dead ahead. Exponential re-value for leveraged mining sector. https://t.co/FBWCH1TlPY #Copper This is going to be an epic bull market for"  
[X Link](https://x.com/KeanTan11/status/2008033152481345737)  2026-01-05T04:29Z [---] followers, [---] engagements


"$MTM actually ticks every single box discussed in G7 ministerial meeting. Importantly: The G7 discussion implicitly favours near-term proven recycling technologies not greenfield mines that take [---] years. Thats a big distinction. $mtm.ax $mtmcf $mtlmy #criticalminerals Union Minister Ashwini Vaishnaw hailed the positive meeting organised by US Treasury Secretary Scott Bessent which discussed the strengthening resilience in the global supply chain of critical minerals. Read to know more 👇 https://t.co/SdAAjpmuc6 https://t.co/plcNCmkE6B Union Minister Ashwini Vaishnaw hailed the positive"  
[X Link](https://x.com/KeanTan11/status/2011041760336888314)  2026-01-13T11:44Z [---] followers, [----] engagements


"US funding isnt won with one hire its staged. The first appointments positioned $MTM across agencies and grant pathways. The latest is about execution converting TRL-7 validation into funding 💰decisions. Grants unlock at deployable proof not full scale. $MTM.ax $MTMCF Metallium strengthens its leadership and operational team with senior appointments across finance operations and U.S. government relations supporting commissioning activities in Texas and execution of our U.S. strategy. https://t.co/1uizIbYBjh https://t.co/qRYvX2uDBo Metallium strengthens its leadership and operational team"  
[X Link](https://x.com/KeanTan11/status/2012306781767151962)  2026-01-16T23:31Z [---] followers, [----] engagements


"Another strategic minerals headline feels like theres always something cooking. Second T. halt already this year $MTM.ax might be speed-running [----] 😅 Therell probably be more halts to come annoying YES but ASX isnt handing out a special lane for $mtm $MTMCF $MEI.ax The F.T has reported that the U.S. is exploring the potential to form a #RareEarths partnership with Brazil. The development follows ongoing efforts by the U.S. to strengthen its #CriticalMinerals supply chains and reduce its dependence on China. https://t.co/wBfwyNvAvZ The F.T has reported that the U.S. is exploring the"  
[X Link](https://x.com/KeanTan11/status/2013095207374553399)  2026-01-19T03:44Z [---] followers, [----] engagements


"Gallium germanium & Indium are now high-value metals even at small volumes. Thats one of $MTMs key pillars: low tonnage high margins modular scale-up. In critical minerals grams matter more than tonnes. DoE / DoD funding is being directed once validation ✅ $mtm.ax $mtmcf US Defense secures $10M for domestic Gallium supply This funding aims to develop a secure domestic source of this critical mineral reducing reliance on foreign supply & potentially boosting domestic producers. Key for defense tech. #CriticalMinerals https://t.co/Y4is8N7tEw US Defense secures $10M for domestic Gallium supply"  
[X Link](https://x.com/KeanTan11/status/2014927986370478169)  2026-01-24T05:07Z [---] followers, [----] engagements


"@bftd2025 Hope for indium corp binding deal to land this week or coming weeks 🤞"  
[X Link](https://x.com/KeanTan11/status/2020496893349155228)  2026-02-08T13:56Z [---] followers, [--] engagements


"@inigoezponda After listening to the call they clearly said 2040% equity. Thats actually bullish for $CLA.AX it means more parties competing for equity (Maharlika Kiri maybe silvercorp). Competition strengthens valuation. SODOR now looks more like a bridge not the final partner. 🤞"  
[X Link](https://x.com/KeanTan11/status/2021588128411090988)  2026-02-11T14:12Z [---] followers, [---] engagements


"$MTM is guiding to commercial production in Q2 and nameplate in Q3 including the #criticalminerals Strategic stockpiles dont get filled overnight. $MTM.ax wont be left behind. You might. 🤣 $mtlmy $mtmcf #REE US President Donald Trump is set to launch a strategic critical-minerals stockpile in a bid to counter China https://t.co/JhxAuIKKnS US President Donald Trump is set to launch a strategic critical-minerals stockpile in a bid to counter China https://t.co/JhxAuIKKnS"  
[X Link](https://x.com/KeanTan11/status/2018317226592653564)  2026-02-02T13:34Z [---] followers, [---] engagements


"$12bn US critical minerals stockpile announced. #Criticalminerals US summit this week. Meanwhile: $MTM wet commissioning commercial plant. This isnt noise anymore. The cycle is turning and $MTM.ax is already on the field 🤝 Gov grant is not too far off 💰 $mtlmy $mtmcf Australia's Resources Minister @MadeleineMHKing will miss the formal opening of parliament to attend @marcorubio's Critical Minerals Summit in DC on Wednesday. The gathering will bring together many of the United States partners and allies who @realDonaldTrump has put offside https://t.co/Toq0eWGcVj Australia's Resources"  
[X Link](https://x.com/KeanTan11/status/2018320649249493323)  2026-02-02T13:48Z [---] followers, [----] engagements


"Europe didnt just run out of resources. It ran out of time processing capacity cheap energy and permitting runway. You cant build critical supply chains on policy papers. The US knows this. Thats why the money is already moving. $mtm $mtm.ax $mtmcf $mtlmy The European Union must step up its efforts to secure supplies of critical raw materials by [----] if it wants to break its dependence on foreign countries and meet its climate goals a watchdog warned on Monday. ➡ https://t.co/4EnD872Swf https://t.co/jseESZy2K5 The European Union must step up its efforts to secure supplies of critical raw"  
[X Link](https://x.com/anyuser/status/2018481728298574200)  2026-02-03T00:28Z [---] followers, [---] engagements


"US push on #criticalminerals but most deals target long-cycle mining. The missing piece is fast domestic processing. $MTM fills that gap after 1tpd plant ✅ : #recycling-based supply that shortens timelines and strengthens US strategy now not years later. $MTM.AX $MTMCF The evolving US critical-minerals strategy runs on three tracks. 🔹Firstly it introduced White House-driven America First deals focused on deeper state intervention in domestic projects. 🔹 Secondly it expanded into bilateral agreements overseas supported by https://t.co/A2HoN17ZeE The evolving US critical-minerals strategy"  
[X Link](https://x.com/KeanTan11/status/2018862271813067097)  2026-02-04T01:40Z [---] followers, [---] engagements


"Smart move by the $MTM.ax board focusing on the US. Australias #CriticalMinerals strategy is still mining-led and slow with little to NO urgency for downstream processing or #recycling. Capital goes where policy turns into execution. $MTM $MTMCF $mtlmy The Australian Government says it is aiming to position Australia as a global leader in the production and processing of critical minerals by promoting new investment opportunities to international partners. #Manufacturing #CriticalMinerals https://t.co/voB6k6SJSp The Australian Government says it is aiming to position Australia as a global"  
[X Link](https://x.com/KeanTan11/status/2018927118693130382)  2026-02-04T05:58Z [---] followers, [---] engagements


"More US funding lining up for #CriticalMinerals $MTM doesnt need billions tens to low hundreds of millions is enough to accelerate Stage 2+. Stage [--] will generates revenue in Q2/3 so grants + cashflow = growth without dilution. Thats how you scale properly. $MTM.ax $MTMCF #GOP senators to introduce $70 billion #CriticalMinerals deal https://t.co/ZBikhOcOou #GOP senators to introduce $70 billion #CriticalMinerals deal https://t.co/ZBikhOcOou"  
[X Link](https://x.com/anyuser/status/2019010459043840115)  2026-02-04T11:29Z [---] followers, [----] engagements


"Study Shows Vaporizing E-Waste Makes it Easy to Recover Precious Metals at 13-Times Lower Costs $mtm $mtm.ax $mtmcf $mtlmy https://www.goodnewsnetwork.org/study-shows-vaporizing-e-waste-makes-it-easy-to-recover-precious-metals-at-13-times-lower-costs/ https://www.goodnewsnetwork.org/study-shows-vaporizing-e-waste-makes-it-easy-to-recover-precious-metals-at-13-times-lower-costs/"  
[X Link](https://x.com/anyuser/status/2019375181580603759)  2026-02-05T11:38Z [---] followers, [----] engagements


"One underappreciated part of $MTMs story: COST #FJH has demonstrated metal recovery at [--] lower cost than conventional mining. MTMs 30% margin guidance was based on conservative prices the economics work by design not just when prices are high. $MTM.AX $MTMCF $mtlmy"  
[X Link](https://x.com/KeanTan11/status/2019376470649630777)  2026-02-05T11:44Z [---] followers, [---] engagements


"In Trump we believe. Critical minerals supply-chain sovereignty and real action not talk. MTM is already online at [--] TPD now moving through wet commissioning and validation ✅ and marching toward Commercial Stage [--]. $mtm.ax $mtm $mtmcf $mtlmy Critical minerals underpin the technology and infrastructure Americans rely on every day. Under President Trumps leadership the United States is collaborating with like-minded partners to lock in the Agreement on Trade in Critical Minerals to diversify supply chains and https://t.co/80FdmgIhid Critical minerals underpin the technology and infrastructure"  
[X Link](https://x.com/anyuser/status/2019546581587104005)  2026-02-05T23:00Z [---] followers, [----] engagements


"New discoveries are collapsing. A miner needs years & $$ $MTM.ax can do it in months from #ewaste with low capex and high returns. Do your math: Stage [--] alone points to five-figure $gold oz & multiples of that as throughput scales. #Recycling ♻ $mtm $mtmcf $mtlmy For the first time in recorded history global data show zero gold discoveries in two consecutive years. This has never occurred before. And this is not unique to gold. Major discoveries across most metals have fallen into the single digits with no meaningful projects in https://t.co/2hBG6Iqj15 For the first time in recorded history"  
[X Link](https://x.com/KeanTan11/status/2019982475766952108)  2026-02-07T03:52Z [---] followers, [---] engagements


"$MTM.ax is widely mispriced & widely misunderstood. Its not (just) $gold stock. Its not $REE stock. Its a multi-metal recovery platform sitting across commodities Heres how I price the revenue: Au / Ag / Cu 💰💰💰+ Ga / Ge 💰💰💰💰💰 Rare earths 💰💰 Sb Sn etc 💰 $mtmcf"  
[X Link](https://x.com/anyuser/status/2020726287455969493)  2026-02-09T05:07Z [---] followers, [----] engagements


"Big Tech is spending hundreds of billions on AI infrastructure. AI needs reliable baseload power Which feeds straight through to uranium producers like $PDN.AX and $BOE.AX: rising demand tightening supply operating leverage to higher UO prices #uranium Big Tech is spending BIG on #AI in 2026🚨📢🐂❤ #uranium #nuclearenergy https://t.co/g0lp8XSl0u Big Tech is spending BIG on #AI in 2026🚨📢🐂❤ #uranium #nuclearenergy https://t.co/g0lp8XSl0u"  
[X Link](https://x.com/KeanTan11/status/2020783100289335467)  2026-02-09T08:53Z [---] followers, [---] engagements


"Some recycling players get DOE funding pre-scale. $MTM.ax is building a US facility processing real feedstock targeting Ga/Ge/critical metals and still needs to prove more Wet commissioning + repeatable recoveries will change the narrative. $mtm https://interestingengineering.com/energy/us-doe-nuclear-fuel-recycling https://interestingengineering.com/energy/us-doe-nuclear-fuel-recycling"  
[X Link](https://x.com/anyuser/status/2021477265075470636)  2026-02-11T06:51Z [---] followers, [---] engagements


"Australia may not have #nuclear ☢ power plants but we have some of the worlds best uranium producers. AI infrastructure needs reliable baseload power. Demand is structural. Short term = volatile Long term = bullish💰💰 Own producers not hype. $PDN $BOE $DYL #uranium #AI The best fundamentals you can find #uranium https://t.co/igfj3bCIhQ The best fundamentals you can find #uranium https://t.co/igfj3bCIhQ"  
[X Link](https://x.com/anyuser/status/2021522544009048283)  2026-02-11T09:51Z [---] followers, [---] engagements


"$MTM.ax is a one-stop tech platform that can: Reduce reliance on China for CM Recover Ga/Ge/REE from secondary sources Turn e-waste into strategic supply Support AI/data-centre buildout with circular inputs Break dependency. Solve waste. Build supply chains. $mtmcf EU Import Dependence on Critical Raw Materials This infographic illustrates the European Union's current reliance on non-EU countries for materials essential to the energy transition and digital economy. The full article provides further context on the policy frameworks and https://t.co/WJCUXq1mVK EU Import Dependence on Critical"  
[X Link](https://x.com/KeanTan11/status/2021533906772820266)  2026-02-11T10:36Z [---] followers, [---] engagements


"$MTM has done a huge amount of work behind the scenes. 1tpd validation real feedstock repeatability these things take time. And many bindings / grants likely hinge on ticking those boxes. DOE NOFO selections expected Feb [--] Light at the end of the tunnel. $mtm.ax $mtmcf"  
[X Link](https://x.com/KeanTan11/status/2022256314462900373)  2026-02-13T10:27Z [---] followers, [---] engagements


"Strong results from Cameco $CCJ disciplined growth solid margins rising EBITDA. Thats positive for #uranium sector. This cycle isnt about flooding the market its about capital discipline contract strength & value over volume. Good backdrop for producers $PDN $BOE ☢ 🔮⚛⛏Cameco's [----] #Uranium production guidance is 19.5M to 21.5M lbs with midpoint of 20.5M lbs a 2.5% reduction vs [----] production of 21.0M lbs🛢☢ Market purchases of up to 3M lbs along with committed purchases under contracts at 8M lbs.🤠🐂 Download the slide deck here: https://t.co/2rhL1VFOCB 🔮⚛⛏Cameco's [----] #Uranium"  
[X Link](https://x.com/KeanTan11/status/2022307135225565332)  2026-02-13T13:49Z [---] followers, [---] engagements


"$MTM.ax s 1TPD plant commissioned(Dec/Jan 26) That means part of 60t (PCB) feedstock is being processed. 1tpd PCB feed carries US$30k100k+ in-situ value at current Au & Ag prices. Once validation locks in 8ktpa scale 22x throughput 💰 Quiet progress. Real leverage $mtm"  
[X Link](https://x.com/KeanTan11/status/2022521229182406697)  2026-02-14T04:00Z [---] followers, [---] engagements


"Gallium recovery aligns with the U.S. #CriticalMinerals strategy $MTM $MTMCF @Metallium_MTMs Flash Joule Heating recovers Ga Ge REE from #Ewaste with near-zero emissions and far lower costs than smelting cutting environmental & economic impact while securing supply chains⚙🌱 A new gallium recovery effort by @FECMgov was launched to help strengthen the domestic supply chain of critical minerals. Galliuma critical material used in semiconductors telecommunications and advanced manufacturingwill be critical in helping advance American energy A new gallium recovery effort by @FECMgov was launched"  
[X Link](https://x.com/KeanTan11/status/1978937034052939954)  2025-10-16T21:32Z [--] followers, [--] engagements


"The @CommerceGov report on Processed #CriticalMinerals is due Oct [--] Key step for U.S. refining & recycling policy. $MTM $MTMCF lead low-emission recovery from #Ewaste & magnets extracting REEs Ga Ge plus gold & silver both at record highs. #RareEarths #Gold #Silver"  
[X Link](https://x.com/KeanTan11/status/1979026955782533185)  2025-10-17T03:29Z [--] followers, [--] engagements


"$MTM.ax / $MTMCF in AFR  CEO Michael Walshe attended the Washington rare earths briefings with Kevin Rudd who briefed PM Albanese before Trump meeting The USAus deal explicitly includes recycling tech like Mtm's Flash Joule Heating to recover critical minerals from e-waste"  
[X Link](https://x.com/KeanTan11/status/1981646288933572749)  2025-10-24T08:57Z [--] followers, [---] engagements


"Canada just funded Ucore C$36.3 M for its samarium-gadolinium refinerynaming Metallium (Australia) as tech partner to process e-waste & tailings. $MTM.ax @Metallium_MTM $mtmcf now sits inside a G7-backed rare-earth supply chain linking  Ok finally here it is the big G7 critical minerals announcement from Canada https://t.co/lJx7ogaJRF Ok finally here it is the big G7 critical minerals announcement from Canada https://t.co/lJx7ogaJRF"  
[X Link](https://x.com/KeanTan11/status/1984722880014504389)  2025-11-01T20:43Z [--] followers, [--] engagements


"The White Houses new Genesis Mission accelerates AI-driven science and U.S. critical-materials capability. Not MTM specifically - but it highlights why advanced recovery tech like FJH matters. Strong backdrop as $MTM.AX $MTMCF moves toward its 1-ton/day pilot within weeks.⚡ Todaythe Department of Energy is introducing the Genesis Mission. President Trump is launching this historic national effort to harness the AI computing revolution and double the productivity of American science within a decade.Americas Golden Age of discoverybegins now. https://t.co/ZBGCKvax08 Todaythe Department of"  
[X Link](https://x.com/KeanTan11/status/1993224862568169617)  2025-11-25T07:46Z [--] followers, [---] engagements


"$MTM.AX $MTMCF fits the key words in the trading halt (material collab + funding + U.S. partner+Critical metal). If this relates to Indium the initial scale may be small but MTMs slides show Ga/Ge/In feedstock valued at US$450k800k/t a strong commercial start"  
[X Link](https://x.com/KeanTan11/status/1998550701501460609)  2025-12-10T00:29Z [--] followers, [---] engagements


"Hard not to connect the dots: $mtm.ax $mtmcf achieved 98% recovery from U.S. e-waste and disclosed meetings with DoD/W on critical-metal recovery. Now Reuters reports the U.S. military is building small antimony refineries with INL. #FJH fits this direction perfectly. DYOR"  
[X Link](https://x.com/KeanTan11/status/1998719861498036325)  2025-12-10T11:42Z [--] followers, [----] engagements


"The $MTM.ax $mtmcf rerate isnt tied to a single headline. Even if this halt is smaller than expected theres a whole lineup behind it: pilot comm. Glencore+ Indium binding plant expansion toward 8ktpa US engagement and 17+ gov grants and many others Expect multiple catalysts"  
[X Link](https://x.com/KeanTan11/status/1999194291332350148)  2025-12-11T19:07Z [--] followers, [---] engagements


"$CLA.AX sits at a $42M market cap with FEED close and copper above $5.40. Funding clarity remains the missing piece but the catalyst window is real. High risk high potential reward"  
[X Link](https://x.com/KeanTan11/status/1999199592294805805)  2025-12-11T19:28Z [--] followers, [---] engagements


"$Silver just broke $66 USD while printing $100+ AUD/oz at the same time. This is not just a USD story anymore its a global reprice. Physical demand tightening paper struggling to keep up. Volatility is the feature not the bug. #Silver #XAG #SilverSqueeze"  
[X Link](https://x.com/KeanTan11/status/2001167899432771692)  2025-12-17T05:49Z [--] followers, [---] engagements


"AI isnt just about chips. Power cooling & data movement are the real constraints. Thats where gallium germanium indium & REE-dependent systems come in. These metals sit inside electronics & PCBs not mines which is why recycling & domestic recovery matter. $MTM.AX $MTMCF https://t.co/NVCB29ZqTd https://t.co/NVCB29ZqTd"  
[X Link](https://x.com/KeanTan11/status/2001841317987656025)  2025-12-19T02:25Z [--] followers, [---] engagements


"You dont hire lab manager hydrometallurgical chemists & metal characterization specialists unless youre preparing for commercial scrutiny. This is the unsexy part of scaling critical metals recovery purity mass balance QA. Commercial isnt far off. $MTM.AX $MTMCF"  
[X Link](https://x.com/KeanTan11/status/2002357288850559304)  2025-12-20T12:35Z [--] followers, [----] engagements


"No one can reliably predict the top after recent new highs. Silvers strength isnt just about rate cuts physical constraints rising AI and energy demand Momentum remains constructive at this stage at least into the next Fed rate decision in late Jan. $Silver #silversqueeze"  
[X Link](https://x.com/KeanTan11/status/2002528499484274900)  2025-12-20T23:56Z [--] followers, [---] engagements


"MEIs progress (like NFM Ucore) isnt a near-term catalyst for $mtmcf But theres no downside to include them within $MTM.axs platform they sit in the lower-margin pillar not the core value driver Main focus remains E-waste & Ga Ge where margins &scalability matter most"  
[X Link](https://x.com/KeanTan11/status/2002929016702161017)  2025-12-22T02:27Z [--] followers, [---] engagements


"American nuclear is back. Restarting an [---] MW nuclear plant is a clear signal for long-term baseload power. Nuclear restarts = long-term uranium contracts. This is the demand backdrop producers like $PDN $pdn.ax are leveraged to. ⚛ #uranium #nuclear #energysecurity Today Im thrilled to be at the Crane Restart Project. Once slated for decommissioning the plant is being brought back online to deliver [---] MW of reliable baseload power and create over [---] jobs to boost the economy and drive down energy costs. American nuclear is back https://t.co/LXswjIn9XN Today Im thrilled to be at the Crane"  
[X Link](https://x.com/KeanTan11/status/2002941236240613750)  2025-12-22T03:16Z [--] followers, [---] engagements


"Japan restarting the worlds largest nuclear plant isnt about sentiment its about replacement fuel. Reactors coming back online means utilities must re-enter long-term #uranium contracts. Thats where real leverage sits for producers like $PDN $PDN.ax"  
[X Link](https://x.com/KeanTan11/status/2003069395892113608)  2025-12-22T11:45Z [--] followers, [---] engagements


"Silver approaching $70. This move isnt about rate cuts or sentiment -- Its arithmetic. AI electrification and renewables require fixed physical $silver supply doesnt scale. This is a supply test not a trade. #Silver #SilverSqueeze $gold https://guardian-gold.com.au/market-updates/silvers-coming-supply-test/ https://guardian-gold.com.au/market-updates/silvers-coming-supply-test/"  
[X Link](https://x.com/KeanTan11/status/2003287552951013492)  2025-12-23T02:12Z [--] followers, [----] engagements


"Looks like systems are finally coming together at the Texas site. Install done commissioning next this is where things start to get real. Merry Christmas to all $MTM holders 🎄 Big year ahead. $MTM.AX $MTMCF @Metallium_MTM Out Texas Tech Campus is a hive of activity as we gear up for the commencement of plant commissioning straight after Christmas. Big weeks ahead for Metallium as systems come together and we move into the next phase of commercialisation. Merry Christmas to all shareholders. https://t.co/aplQnXeS2q Out Texas Tech Campus is a hive of activity as we gear up for the commencement"  
[X Link](https://x.com/KeanTan11/status/2003622963145507317)  2025-12-24T00:25Z [--] followers, [----] engagements


"Gold silver & copper prices are ripping higher. High-metal PCBs are MTMs core feedstock and even at small scale Au/Ag/Cu alone can be highly lucrative. If [--] tpd wet commissioning validates the process this pillar can generate real cash flow. $MTM $MTMCF @Metallium_MTM"  
[X Link](https://x.com/KeanTan11/status/2004670639853215760)  2025-12-26T21:48Z [--] followers, [----] engagements


"Big milestone. #FJH Commissioning underway demo line operating real metals in focus. Credit to the MTM team for executing and pushing this forward. Onwards. 👏 $mtm.ax $mtmcf @Metallium_MTM Commissioning successfully underway at our Texas FJH Campus. First chlorine flash completed FJH demonstration line now operating Focus on recovery of gold copper silver and tin from PCB e-waste Advanced planning underway for future gallium & germanium processing https://t.co/NdkQ90Zn6l Commissioning successfully underway at our Texas FJH Campus. First chlorine flash completed FJH demonstration line now"  
[X Link](https://x.com/KeanTan11/status/2005396994802798904)  2025-12-28T21:54Z [--] followers, [---] engagements


"Too much noise from both longs and shorts. $silver moves are unpredictable beyond its old reference levels $50+ Paper volatility persists but physical constraints matter more now with China tightening supply. Volatile yes. LT constructive. #silver #SilverSqueeze #gold No one can reliably predict the top after recent new highs. Silvers strength isnt just about rate cuts physical constraints rising AI and energy demand Momentum remains constructive at this stage at least into the next Fed rate decision in late Jan. $Silver #silversqueeze No one can reliably predict the top after recent new"  
[X Link](https://x.com/KeanTan11/status/2005490220016525500)  2025-12-29T04:05Z [--] followers, [---] engagements


"Another mainstream mention for MTM. Coverage follows execution. $MTM $MTMCF @Metallium_MTM https://www.fool.com.au/2025/12/29/up-344-in-a-year-guess-which-asx-all-ords-share-is-rocketing-again-today-on-big-news/ https://www.fool.com.au/2025/12/29/up-344-in-a-year-guess-which-asx-all-ords-share-is-rocketing-again-today-on-big-news/"  
[X Link](https://x.com/KeanTan11/status/2005510250250842226)  2025-12-29T05:24Z [--] followers, [---] engagements


"Trading Halt - $MTM has been positioning for this from day one trading of [----]. Glencore Indium or otherwise the pieces are lining up. 💰💰💰 [--] DOE grants applications in the background. 💵💵💵 Very exciting year ahead. 🚀🚀🚀 $mtmcf @Metallium_MTM"  
[X Link](https://x.com/KeanTan11/status/2006880352569274618)  2026-01-02T00:08Z [--] followers, [----] engagements


"@ImmaYieldGuy 🤞 If this is Glencore going binding thats a serious catalyst to start [----]. Lets see how it plays out"  
[X Link](https://x.com/KeanTan11/status/2006932791511101733)  2026-01-02T03:37Z [--] followers, [---] engagements


"Joining the dots👀✌ Timeline shows Q1 wet comm. Q2 -S1 ramp-up Q3-S1 Full Cap. 8ktpa feedstock must be locked in NOW. The MOU tied Glencore to S1 feedstock + offtake with bind. targeted end-Dec. Based on $MTM.ax disclosures the logic points one way.🤞 @Metallium_MTM"  
[X Link](https://x.com/KeanTan11/status/2007058754324545709)  2026-01-02T11:57Z [--] followers, [----] engagements


"👀 Curious what everyone thinks $MTMs TH is abouton the Material Feedstock supply agreement $mtm.ax $mtmcf @Metallium_MTM #Ai #CriticalMinerals #rareearths Glencore Indium Corp RedMud/rare earths/others Mag-7 data centre Glencore Indium Corp RedMud/rare earths/others Mag-7 data centre"  
[X Link](https://x.com/KeanTan11/status/2007650035002220960)  2026-01-04T03:07Z [--] followers, [----] engagements


"Thanks everyone for participating 👍 Looks like the answer is now clear the Glencore feedstock agreement has been announced. 🚀🚀🚀 Appreciate all the views and discussion along the way"  
[X Link](https://x.com/KeanTan11/status/2007948474432860390)  2026-01-04T22:53Z [--] followers, [--] engagements


"Strong validation step. Locking in [---] ktpa while commissioning ramps de-risks execution. Feedstock built in parallel to plant performance not ahead of it. A solid first commercial anchor with a global commodity & recycling major $GLEN. 👀✌ $MTM.AX $MTMCF @Metallium_MTM Metallium has executed its first binding e-scrap supply agreement with Glencore securing feedstock to support commissioning and scale-up of our U.S. Flash Joule Heating platform. A major step from development into commercial execution. https://t.co/sW7DSfMYJK ASX: MTM https://t.co/3Eyz1y1l8B Metallium has executed its first"  
[X Link](https://x.com/KeanTan11/status/2007952025443873232)  2026-01-04T23:07Z [--] followers, [----] engagements


"$pdn.ax $boe.ax $pdn $boe #uranium #nuclear The ASX #uranium bull continues its charge. https://t.co/ZWHNPhySr9 The ASX #uranium bull continues its charge. https://t.co/ZWHNPhySr9"  
[X Link](https://x.com/KeanTan11/status/2007985112030621955)  2026-01-05T01:18Z [--] followers, [---] engagements


"FEED for Celsius Resources $CLA.AX expected in Jan. Financing underway. The economics are based on US$4.50/lb Cu and US$3200/oz Au. Spot today materially higher. Conservative inputs conservative outcomes. Upside doesnt need a rewrite to be clear. #Copper @celsiusASX"  
[X Link](https://x.com/KeanTan11/status/2008020258893050324)  2026-01-05T03:38Z [--] followers, [---] engagements


"$Copper pushing to new highs as supply tightens. $CLA.AX FEED is imminent(weeks away) based on US$4.5/lb while spot sits near US$6/lb (30% ). That pricing gap alone implies significant upside to NPV yet CLA remains one of the lowest-cap ASX #copper & #Gold developers"  
[X Link](https://x.com/KeanTan11/status/2008376474747736320)  2026-01-06T03:14Z [--] followers, [---] engagements


"On the [----] tpa Glencore high grade Shredded PCB scrap timing matters. With $gold $silver & $copper at ATHs locking in offtake too early isnt always optimal. The market is tight on physical metal units. Value discipline speed. $mtm $MTMCF http://MTM.ax http://MTM.ax"  
[X Link](https://x.com/KeanTan11/status/2008485948808679545)  2026-01-06T10:29Z [--] followers, [---] engagements


"@bowden29luke @StefanPiruk Possible but itll come down to execution. If FEED land well and funding clarity follows with copper holding near current levels the market can start pricing a much tighter risk profile. In that context A$125m+ market cap isnt a big ask"  
[X Link](https://x.com/KeanTan11/status/2008544804976878031)  2026-01-06T14:22Z [--] followers, [--] engagements


"Interesting timing. Kiri Industries already has an MOU with $CLA.AX highlighting potential offtake and funding. Now Kiri is committing major capex into $copper downstream. Securing offtake from CLA would logically fit even ❌ direct equity. Speculative but strategy aligns"  
[X Link](https://x.com/KeanTan11/status/2008836589594857822)  2026-01-07T09:42Z [--] followers, [----] engagements


"Not many ASX companies sit at the intersection of #recycling refining #criticalminerals US #nationalsecurity supply chains. $MTM.ax $MTMCF #FJH tech #gold #silver #copper #tin #gallium #germanium #indium #rareearths #REE #antimony #niobium #lithium #ewaste #DOE #DOD #AI 💵💰"  
[X Link](https://x.com/KeanTan11/status/2009257190683775255)  2026-01-08T13:33Z [--] followers, [---] engagements


"AI data centres are moving to nuclear for power. On other side of the equation is hardware turnover every [--] years. $MTM.ax s strategy positions #recycling inside the data-centre ecosystem recovering high-value metals from server PCB and semiconductor scrap. $mtmcf $mtm"  
[X Link](https://x.com/KeanTan11/status/2009634470761308522)  2026-01-09T14:32Z [--] followers, [---] engagements


"This map shows why Virginia matters. The largest U.S. data-centre hub means the largest concentration of server PCB and semiconductor scrap over time. $MTM.ax s Virginia site option isnt about power its about #recycling at the source of AI hardware turnover. $mtmcf $mtm"  
[X Link](https://x.com/KeanTan11/status/2009638507749503419)  2026-01-09T14:48Z [--] followers, [---] engagements


"As Japan looks for allies beyond China in #REE $MTM.ax has already been at the table in [----] engaging directly with U.S. & Japan at Expo [----] Osaka alongside Apple Panasonic & Mitsubishi discussing e-waste recycling circularity & #CriticalMinerals recovery. $mtmcf $mtm Honoured to represent Metallium Ltd / Flash Metals USA at the U.S.Japan Critical Minerals ASEAN Seminar at #Expo2025 Osaka hosted by @StateDept & Japans @MOEJ. Shared the stage with Apple Panasonic Mitsubishi Daikin & ERI alongside U.S. Amb. George Glass & Commissioner https://t.co/q0kgNs1UAf Honoured to represent Metallium Ltd"  
[X Link](https://x.com/KeanTan11/status/2009826999670583611)  2026-01-10T03:17Z [--] followers, [---] engagements


"Australia is prioritising #antimony #Ga & #REE under its strategic reserve. $MTM.ax fits this mandate: Non-Chinese feedstock Low-capex fast-to-market Ability to produce #CriticalMinerals across multiple metals Production could begin in H2. $MTLMY $MTMCF #rareearths Australia will prioritize antimony gallium and rare earth elements as part of its $802 million strategic reserve as its treasurer prepares to join a G7 meeting to discuss critical minerals. https://t.co/XPklEaldGw Australia will prioritize antimony gallium and rare earth elements as part of its $802 million strategic reserve as its"  
[X Link](https://x.com/KeanTan11/status/2010704699234861310)  2026-01-12T13:25Z [--] followers, [---] engagements


"@StefanPiruk Hopefully the 60% local stake is ultimately valued higher once FEED is complete and terms are finalised whoever the partner ends up being"  
[X Link](https://x.com/KeanTan11/status/2010971668655845482)  2026-01-13T07:06Z [--] followers, [--] engagements


"$CLA.ax is finally approaching an inflection point. MCB's FEED due in weeks multiple funding options on the table and a financial adviser engaged. Sagay adds upside with Botilao and Opuwa providing further optionality. $gold & $copper at record highs and M&A heating up"  
[X Link](https://x.com/KeanTan11/status/2011270932053237890)  2026-01-14T02:55Z [--] followers, [---] engagements


"I held $HCH.ax and $CLA.ax years ago both were suppressed through the down cycle. HCH is much larger in resource and plant scale with higher capex to match but its a good reference for how copper developers eventually re-rate. HCH now A$300m MC. CLA A$50m+ 🚀🚀 DYOR"  
[X Link](https://x.com/KeanTan11/status/2011272886770917726)  2026-01-14T03:03Z [--] followers, [---] engagements


"I started investing in OZL decades ago right through to BHP T/O. Ive never seen this kind of structural backdrop record prices tightening supply and major-tier M&A accelerating (Rio Glen BHP). $CLA.ax has a better chance to deliver outsized gains than at any other time"  
[X Link](https://x.com/KeanTan11/status/2011358933492056336)  2026-01-14T08:45Z [--] followers, [----] engagements


"#Silver has faced it all rising premiums futures sell-downs index rebalancing paper pressure. Yet price keeps resolving higher. Thats not hype thats supply meeting reality. Now above US$90/oz up 200% YoY. Fundamentals narratives. $Silver #XAG #silversqueeze $gold Too much noise from both longs and shorts. $silver moves are unpredictable beyond its old reference levels $50+ Paper volatility persists but physical constraints matter more now with China tightening supply. Volatile yes. LT constructive. #silver #SilverSqueeze #gold https://t.co/6rbDlGwaVL Too much noise from both longs and shorts."  
[X Link](https://x.com/KeanTan11/status/2011362494452019212)  2026-01-14T08:59Z [--] followers, [---] engagements


"Funding decisions now favour deployable processing tech ✅ speed✅ and domestic supply resilience✅. Near-term processors ✅benefit most. This materially improves the odds and speed of funding for advanced processors like $MTM $MTMCF $MTM.ax $MTMCF $mtm #Criticalminerals Policy declared. Strategy aligned. MTM is moving in the right track. Now its simple: SHOW US THE 💰💰💵💵 DoE/ DoD Grants contracts fundingexecution matters. #ewaste $mtm $mtm.ax $mtlmy $mtmcf #rareearths @Metallium_MTM #Criticalminerals Policy declared. Strategy aligned. MTM is moving in the right track. Now its simple: SHOW US"  
[X Link](https://x.com/KeanTan11/status/2011677109396410373)  2026-01-15T05:49Z [--] followers, [---] engagements


"Tesla built a $1bn lithium refinery. $MTM focuses on removing the step that makes refineries slow expensive and dirty. #FJH bypasses calcination & roasting producing saleable lithium intermediates for downstream conversion. Faster. Cleaner. Modular. $MTM.ax $MTMCF #lithium Our Lithium Refinery ushers in energy independence for North America Regionalized access to critical battery minerals brings jobs cuts emissions & helps accelerate our mission https://t.co/zy8eFX7i3c Our Lithium Refinery ushers in energy independence for North America Regionalized access to critical battery minerals brings"  
[X Link](https://x.com/KeanTan11/status/2011730767903408140)  2026-01-15T09:22Z [--] followers, [---] engagements


"#Criticalminerals arent just about mining theyre about processing speed and flexibility. The USUAE $5bn push favours modular deployable refining not mega projects. Thats where $MTM fits. $MTM.ax $MTMCF $mtlmy @Metallium_MTM US UAE critical minerals fund targets $5bn to fast-track non-Chinese supply from existing and near-producing strategic assets. https://t.co/Quh3uL5LHA #criticalminerals #rareearths #DFCinfrastructure #ADQ #OrionResourcePartners #MPMaterials #USAustraliaalliance #TheMetalnomist US UAE critical minerals fund targets $5bn to fast-track non-Chinese supply from existing and"  
[X Link](https://x.com/KeanTan11/status/2011774888013615352)  2026-01-15T12:18Z [--] followers, [---] engagements


"$MTM.ax isnt just about $gold or #criticalminerals $silver and $copper from PCB & data-centre e-waste recycling. Cu & Ag may be smaller revenue pieces but they add steady 💰. Combine that across [--] ktpa plants and the current MC is already defensible. $MTM $MTMCF $mtlmy Amazon has signed a two-year deal with Rio Tinto to buy the output from the first new US copper mine in a decade - leveraging Rio's new Nuton venture "which uses bacteria and acid to extract copper from ore that was previously uneconomical to process." https://t.co/8jYtYkDBxJ https://t.co/o1mL3FFPkR Amazon has signed a two-year"  
[X Link](https://x.com/KeanTan11/status/2012028804055908387)  2026-01-16T05:07Z [--] followers, [---] engagements


"$CLAOA options (May-2028 1c strike) finally waking up. 😊 DFS done. Financing 💵 underway. Grant Samuel advising. $Copper & $Gold at ATH. 🚀 2+ years to expiry with multiple derisking milestones ahead. Risk/reward looks asymmetric here. $cla.ax #copper #GOLD"  
[X Link](https://x.com/KeanTan11/status/2014519548419178858)  2026-01-23T02:04Z [--] followers, [---] engagements


"Most people dont realise how important #gallium #indium & germanium are Theyre critical for: AI data-centre Semiconductors Aerospace & defense etc These arent mined like iron ore. Theyre processing-limited metals often recovered from e-waste $mtm $mtm.ax $mtmcf Gallium & Indium liquid metal market set for significant growth by [----]. Advancements in alloys and manufacturing signal rising demand for these critical rare earth elements potentially impacting future supply and pricing. https://t.co/AKEm1dOKIl Gallium & Indium liquid metal market set for significant growth by [----]. Advancements in"  
[X Link](https://x.com/KeanTan11/status/2014925387550331273)  2026-01-24T04:57Z [---] followers, [---] engagements


"Classic pump and dump"  
[X Link](https://x.com/KeanTan11/status/2015980869945852385)  2026-01-27T02:51Z [---] followers, [---] engagements


"Some expect $MTM.ax to become a billions💵company on the back of single $50m cheque. 🫵 Thats not how scale is built. DoD & DoE expect companies to commit serious capital expand capacity and execute before grants are approved. Capital Execution Validation $mtm $mtmcf"  
[X Link](https://x.com/KeanTan11/status/2013928884493005283)  2026-01-21T10:57Z [---] followers, [----] engagements


"My read of the Sodor deed with $cla.ax: US$43m relates to 30% ECONOMIC interest not 60% and is explicitly approximate and post-BFS. Now that the DFS is out it wouldnt surprise me if those terms are re-examined. Just my take could be wrong. #copper $copper $gold"  
[X Link](https://x.com/KeanTan11/status/2015021777118986617)  2026-01-24T11:20Z [---] followers, [---] engagements


"Somethings brewing ☕ $MTM pushing higher on strong volume feels like someones sniffing around early. Maybe a deal. Maybe a grant. Maybe both. Either way this doesnt look like random buying. $mtm.ax $mtmcf #CriticalMinerals #REE $gold $silver $copper #gallium #germanium"  
[X Link](https://x.com/KeanTan11/status/2015954026916159554)  2026-01-27T01:04Z [---] followers, [----] engagements


"$MTM s original price assumptions are already obsolete (again). $Gold: $1950 $5419 $Silver: $24 $116.8 $Copper: $3.90 $6.00 #Gallium: $700 $2100 #Germanium: $3300 $7200 Same commissioning timeline. Very different price environment. $MTM.ax #CriticalMinerals"  
[X Link](https://x.com/KeanTan11/status/2016646172082069840)  2026-01-28T22:54Z [---] followers, [----] engagements


"Correction to my earlier post (apologies): $MTM.ax base-case price assumptions correctly converted: Gold: $3000/oz Silver: $30/oz Copper: $4.50/lb The point remains: current metal prices are materially higher than those used in earlier e-waste/PCB in-situ value estimates. $MTM"  
[X Link](https://x.com/KeanTan11/status/2016871691339911479)  2026-01-29T13:50Z [---] followers, [---] engagements


"Simulation suggest: processing speed not mining is the critical failure point. Disruption in REEs Ga & Ge quickly suspends major US defense programs. $MTM.ax s edge: P1 💰PCB cash flow P2 & [--] 💰 modular critical minerals processing -speed $mtm $mtmcf I ran [---] scenario combinations through a critical minerals simulator. The result: A China embargo + Taiwan crisis simultaneously suspends ALL [--] major US defense programs. Here's what I found 🧵 https://t.co/Kq0Z3JUJb3 I ran [---] scenario combinations through a critical minerals simulator. The result: A China embargo + Taiwan crisis"  
[X Link](https://x.com/KeanTan11/status/2009834140913533370)  2026-01-10T03:46Z [---] followers, [---] engagements


"$MTM partners keeps growing quietly but materially: E-waste: Glencore (binding) Dynamic Lifecycle Plastic Recycling Inc REEs & RedM: Ucore NFM (Dy/Tb) Meteoric MEI Vedanta Ga/Ge/In: Indium ElementUSA DoD/ DoE Supply processing & end-markets now covered. $MTM.AX $MTMCF"  
[X Link](https://x.com/KeanTan11/status/2011290961004150917)  2026-01-14T04:15Z [---] followers, [---] engagements


"Saudi officials are openly calling out the bottleneck: processing not geology. Thats where $MTM.ax sits. Once validates [--] tpd 8ktpa FJH modular plant can scale across regions not just metals e-waste REEs Ga Ge Sb. Proven once deploy anywhere. 🚀 $MTM $MTMCF $mtlmy Eng. Turki Abdulrahman Al-Babtain Deputy Minister for Mining Development at the Ministry of Industry and Mineral Resources @mimgov outlines key discussion points on processing challenges market dynamics and supply resilience for rare earths and magnets at the 5th edition of https://t.co/dYTeoYhxzT Eng. Turki Abdulrahman Al-Babtain"  
[X Link](https://x.com/KeanTan11/status/2011762980732748092)  2026-01-15T11:30Z [---] followers, [---] engagements


"The IPX deal is the blueprint. DoD funding + FREE strategic scrap comes after validation and scale visibility. Once $MTM.AX proves 1tpd commercial throughput the conversation shifts from grant to capacity + feedstock security. Thats where real leverage begins. $MTM $MTMCF"  
[X Link](https://x.com/KeanTan11/status/2011932906760126898)  2026-01-15T22:45Z [---] followers, [----] engagements


"Michael Walsh had already said MTM doesnt need to raise capital to execute its plan including the Texas [--] tpd [--] ktpa expansion. Any capital raise would only be for a strategic or cornerstone investor. That context matters when reading todays halt. 🤞 $mtm.ax $mtmcf $mtlmy"  
[X Link](https://x.com/KeanTan11/status/2013032969183908019)  2026-01-18T23:37Z [---] followers, [----] engagements


"A$75m raised from U.S. institutions aligned to critical metals onshoring and domestic processing not fast money. Capital coming after feedstock secured commissioning underway ADR live then NASDAQ listing next. The execution phase starts now. $MTM $mtm.ax $mtmcf Metallium has successfully completed a A$75m U.S. strategic capital raise led by U.S. institutional investors with mandates focused on critical metals onshoring and domestic processing. The raise follows key U.S. milestones including Glencore feedstock supply commissioning at https://t.co/Rz305ZT4zs Metallium has successfully completed"  
[X Link](https://x.com/KeanTan11/status/2013746302232748055)  2026-01-20T22:51Z [---] followers, [----] engagements


"DOE grant programs back companies that have already committed serious capital are building capacity and can scale domestic supply chains. Grants are cost-share not handouts companies must put real money in first.👇 $MTM $MTMCF $mtm.ax Criticalminerals are critical to America ICYMI:DOE is investing $355 million to expand domestic production of critical minerals aiming to weaken reliance on foreign adversariesand advance U.S. energy production and national defense. Criticalminerals are critical to America ICYMI:DOE is investing $355 million to expand domestic production of critical minerals"  
[X Link](https://x.com/KeanTan11/status/2013946398304018623)  2026-01-21T12:06Z [---] followers, [---] engagements


"After days of relentless sell-down across commodities & equities this feels less like a breakdown and more like pressure finally releasing. Commodities risk assets all sold together. Thats liquidity stress not fundamentals. These dont last forever. $mtm $mtm.ax $mtmcf This announced $12B investment is huge for the #RareEarths and #CriticalMinerals sector. Recent October [--] high for these companies $MP $100 $USAR $39 $CRML $30 $UAMY [--] https://t.co/gCACcYkxkR This announced $12B investment is huge for the #RareEarths and #CriticalMinerals sector. Recent October [--] high for these companies $MP"  
[X Link](https://x.com/KeanTan11/status/2018310385296982096)  2026-02-02T13:07Z [---] followers, [---] engagements


"Japan raising alarm on Chinas rare earth dominance as G7 elevates critical minerals to finance-minister level. This directly supports non-China supply chains and Lynas is already a key supplier to Japan. Strategic relevance is becoming policy not theory. $LYC.AX $LYC #REE"  
[X Link](https://x.com/KeanTan11/status/2009874477358919846)  2026-01-10T06:26Z [---] followers, [---] engagements


"Not a bad quarter for Lynas Rare Earths despite power disruptions in Kalgoorlie and planned major maintenancein Kuantan. Pricing improved cash remains strong Mt Weld expansion commissioned and renewables ramping. Execution through disruption matters. $LYC.AX #REE #rareearths"  
[X Link](https://x.com/KeanTan11/status/2013934902702637094)  2026-01-21T11:21Z [---] followers, [---] engagements


"This is insane. $CLA.ax DFS just landed: US$1.3bn pre-tax NPV (US$1.9bn at spot) US$276m capex C1 cost US$0.41/lb Cu (first [--] yrs). Funding underway financial adviser appointed multiple pathways on the table. NOW explorer to project-finance rerate territory. $copper"  
[X Link](https://x.com/KeanTan11/status/2014475094912073999)  2026-01-22T23:07Z [---] followers, [----] engagements


"Market still missing $CLA.AX DFS done. US$276m capex. Local PH partner - 60% and brings capital. CLA funds 40% - via offtake / equity / project finance. With current proposals CLA can retain 40% project economics + 100% of other assets. A 3-figure MC is justified post-DFS"  
[X Link](https://x.com/KeanTan11/status/2014512869770199379)  2026-01-23T01:37Z [---] followers, [---] engagements


"Everyone wants into the #criticalminerals club. The hard part isnt joining its producing. Fast processing/recycling beats decade-long mine timelines. #Recycling E-waste fills the gap. $MTM.AX $MTMCF $mtm $mtlmy About [--] countries want to join a club of allies and partners on trading critical minerals to reduce reliance on China U.S. Interior Secretary Doug Burgum told a conference on Tuesday. https://t.co/66dr5gkvFs About [--] countries want to join a club of allies and partners on trading critical minerals to reduce reliance on China U.S. Interior Secretary Doug Burgum told a conference on"  
[X Link](https://x.com/KeanTan11/status/2019012223868588489)  2026-02-04T11:36Z [---] followers, [---] engagements

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