# ![@METhompson72 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::965676004583800834.png) @METhompson72 Mark Thompson

Mark Thompson posts on X about $eqr, copper, china, mark the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::965676004583800834/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:interactions.svg)

- [--] Week [------] -14%
- [--] Month [-------] +30%
- [--] Months [---------] +17,578%
- [--] Year [---------] +564%

### Mentions: [--] [#](/creator/twitter::965676004583800834/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:posts_active.svg)

- [--] Month [--] -53%
- [--] Months [---] +1,425%
- [--] Year [---] +174%

### Followers: [------] [#](/creator/twitter::965676004583800834/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:followers.svg)

- [--] Week [------] +0.88%
- [--] Month [------] +5.40%
- [--] Months [------] +28%
- [--] Year [------] +29%

### CreatorRank: [-------] [#](/creator/twitter::965676004583800834/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965676004583800834/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42.16% [countries](/list/countries)  26.47% [stocks](/list/stocks)  19.61% [travel destinations](/list/travel-destinations)  4.9% [currencies](/list/currencies)  1.96%

**Social topic influence**
[$eqr](/topic/$eqr) #1, [copper](/topic/copper) 17.65%, [china](/topic/china) #4156, [mark](/topic/mark) #2960, [apt](/topic/apt) #177, [gold](/topic/gold) 10.78%, [$tun](/topic/$tun) #1, [in the](/topic/in-the) 8.82%, [silver](/topic/silver) 8.82%, [target](/topic/target) 6.86%

**Top accounts mentioned or mentioned by**
[@uklabour](/creator/undefined) [@steveta00544440](/creator/undefined) [@pete__panda](/creator/undefined) [@atlasshrug1](/creator/undefined) [@ukhomeoffice](/creator/undefined) [@eqresourcesasx](/creator/undefined) [@rupertlowe10](/creator/undefined) [@bethwintercynon](/creator/undefined) [@rachelmillward](/creator/undefined) [@robertjenrick](/creator/undefined) [@reformpartyuk](/creator/undefined) [@arsenal](/creator/undefined) [@edmiliband](/creator/undefined) [@edark94](/creator/undefined) [@ovevapaalla](/creator/undefined) [@patty6667](/creator/undefined) [@lkmmaje2002](/creator/undefined) [@crazy91769538](/creator/undefined) [@kv_finance](/creator/undefined) [@rse2023](/creator/undefined)

**Top assets mentioned**
[Equity Residential (EQR)](/topic/$eqr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#LME week this week and a glut of info meetings opinions and data. I normally like to take a few days to digest before formulating any strong opinions and making decisions but today I went limit long of #copper. Tomorrow I am buying #tin"  
[X Link](https://x.com/anyuser/status/1978586714101748192)  2025-10-15T22:20Z 14.5K followers, 43K engagements


"#Tungsten - The UNSTOPPABLE one. Rotterdam - $900 mid. China - $1120 mid. China produces 83% of the Worlds tungsten - why the massive premium What is going on I think we know. Natural deficit defence re-stocking strategic stockpiling. Economic warfare. $EQR $TUN"  
[X Link](https://x.com/METhompson72/status/2001805038348296234)  2025-12-19T00:01Z 14.4K followers, 29K engagements


"#Tungsten favourite stock $EQR EQ Resources making new fresh highs. My [--] month target remains 20c. Cannot wait for Q1 earnings to come out at these tungsten prices and production ramp up"  
[X Link](https://x.com/METhompson72/status/2013416672011387180)  2026-01-20T01:01Z 14.4K followers, [----] engagements


"#tungsten $EQR BOOM Nothing more strategic than tungsten"  
[X Link](https://x.com/METhompson72/status/2013825400397341052)  2026-01-21T04:06Z 14.4K followers, [----] engagements


"$EQR #tungsten I dont think I could have tipped this anymore than I did. All the way from 3c in only [--] months. With China about TO BUILD A TUNGSTEN STOCKPILE and US likely to follow suit my new price target is up from 20c to 50c For EQR and $2000 per MTU for APT"  
[X Link](https://x.com/METhompson72/status/2014249340122829004)  2026-01-22T08:10Z 14.4K followers, 19.4K engagements


"Police in Crowborough stopping the Royal Mail and a local resident from accessing their garden. Prioritising criminals over the normal conduct of life and local residents' quiet enjoyment of their own property. @ukhomeoffice @uklabour shame on you"  
[X Link](https://x.com/METhompson72/status/2014340571490349229)  2026-01-22T14:13Z 14.4K followers, [----] engagements


"Today's move in #gold is profound. It was supposed to go down having gone up because of Greenland tensions which have now been solved. Instead we are within a whisker of $5000. This is a bull market in full swing. Why I thnik is also went up is Chnacellor Merz's speech committing Germany to defence spending of 5% of GDP. https://twitter.com/i/web/status/2014461564129010014 https://twitter.com/i/web/status/2014461564129010014"  
[X Link](https://x.com/METhompson72/status/2014461564129010014)  2026-01-22T22:13Z 14.4K followers, [----] engagements


"This can only be financed by debt - selling more bonds into a market that is collapsing in Japan with contagion incoming to Europe. I very confidently predict QE is about to return and paper money is returning to its intrinsic value. Buy #gold buy #tungsten $EQR $TUN buy #copper $MNO https://twitter.com/i/web/status/2014461566226247747 https://twitter.com/i/web/status/2014461566226247747"  
[X Link](https://x.com/METhompson72/status/2014461566226247747)  2026-01-22T22:13Z 14.4K followers, [----] engagements


"Grrr. Australia Day and ASX closed. Missing my daily fix of waking up to $EQR Eq Resources being up 10% 😆 #tungsten"  
[X Link](https://x.com/METhompson72/status/2015710246363079161)  2026-01-26T08:55Z 14.4K followers, [----] engagements


"The ever faithful $EQR making its +10% day again on really very good and accelerating volume. Soon to be a A$1bn market cap I think so Price target remains 50c"  
[X Link](https://x.com/METhompson72/status/2016027193135010160)  2026-01-27T05:55Z 14.4K followers, [----] engagements


"#Tungsten Give or take daily dose of 10% up on $EQR secured"  
[X Link](https://x.com/METhompson72/status/2016420735682572538)  2026-01-28T07:59Z 14.4K followers, [----] engagements


"#COPPER A very good rule of thumb: in the last [---] years the average trough to peak move in a major bull market has been 6x the price. This is not an average bull market. Think the unthinkable"  
[X Link](https://x.com/METhompson72/status/2016882553420951886)  2026-01-29T14:34Z 14.4K followers, 39.5K engagements


"My #tungsten view: [----] 110kt market in a 3% deficit Chinese mine supply -10% Military demand +10kt Market growth +2.5% EU USA China stockpiles: 5kt Demand 30kt supply. Inventory = [--] Not about price now but availability at any price. $2000 APT soon. $EQR $TUN"  
[X Link](https://x.com/METhompson72/status/2018508533449552261)  2026-02-03T02:15Z 14.5K followers, 17.7K engagements


"With #tungsten still rising in the face of bullion shenanigans and APT now over $1500 - will $EQR break higher tonight I need my 10% fix Vote now Unch +5% +20% +10% Unch +5% +20% +10%"  
[X Link](https://x.com/METhompson72/status/2018787426534408480)  2026-02-03T20:43Z 14.4K followers, [----] engagements


"I endorse this message #tungsten Tungsten's 26' supply crisis is starting to look like Rhodium's in 21'. Rhodium (2017-2021) went from $600/oz to $29000/oz with 10% supply deficit. Tungsten supply deficit is growing and is already at 30%. APT price has gone from $300/mtu to $1500/mtu in about a year. Both https://t.co/X9ielfRMwd Tungsten's 26' supply crisis is starting to look like Rhodium's in 21'. Rhodium (2017-2021) went from $600/oz to $29000/oz with 10% supply deficit. Tungsten supply deficit is growing and is already at 30%. APT price has gone from $300/mtu to $1500/mtu in about a year."  
[X Link](https://x.com/METhompson72/status/2019253864940310671)  2026-02-05T03:36Z 14.5K followers, [----] engagements


"I have no adjectives left to describe the #tungsten market. 5x in a year still powering higher despite the extreme volatility in base and bullion and weak tech market. Driven by deficits and massive new military demand. Can anything stop this"  
[X Link](https://x.com/METhompson72/status/2019304608435462641)  2026-02-05T06:58Z 14.4K followers, 13.1K engagements


"Why is China keeping #Tungsten in the ground by cutting mining licence quotas rather than profiting at these insane prices I believe it is because like me they know a single #fusion reactor will need [----] tonnes of tungsten as the first wall of the containment chamber"  
[X Link](https://x.com/METhompson72/status/2019726478745964640)  2026-02-06T10:54Z 14.5K followers, 12K engagements


"I just sat next to a fund manager on a flight - he owns $EQR big time too Champagne was consumed. Shout out to the #FinnishTungstenMafia You guys rock. Isn't it ironic that even though the Swedes discovered and named #tungsten in the 1700s it was the Finns who right after [---] years later discovered the most undervalued tungsten mining stock. Oh how the turnable turntables have turned. @EQResourcesASX $EQR.AX https://t.co/VB7v85dygb Isn't it ironic that even though the Swedes discovered and named #tungsten in the 1700s it was the Finns who right after [---] years later discovered the most"  
[X Link](https://x.com/METhompson72/status/2019792335962243218)  2026-02-06T15:16Z 14.5K followers, [----] engagements


"All I can say is China produces +80% of the Worlds #tungsten and this is more important than rare earths as it is unsubstitutable in machining and drilling. Automotive aerospace manufacturing defence: EVERYTHING. Every time you drill a hole or cut metal tungsten is there. China has won the commodities trade war already because useless Western politicians did not see what was happening. For [--] years. I own EQR Resources $EQR and Tungsten West $TUN. Buckle up As I said just yesterday we are in a cold war for commodities and its escalating quickly. https://t.co/16NwpKojQZ As I said just"  
[X Link](https://x.com/METhompson72/status/1976726022860222498)  2025-10-10T19:06Z 14.5K followers, 425.6K engagements


"Is #Copper about to do a #Silver I am buying May $14000 calls this morning"  
[X Link](https://x.com/METhompson72/status/2008459785797067011)  2026-01-06T08:45Z 14.5K followers, [----] engagements


"Top of the list must be #tungsten due to its unsubstitutability and Chinas dominance. https://t.co/8JmaL6pmW1 https://t.co/8JmaL6pmW1"  
[X Link](https://x.com/METhompson72/status/2018503926627074559)  2026-02-03T01:56Z 14.5K followers, 25.3K engagements


"The only comparable I can think of is Uranium in [----] going from $7 to $127"  
[X Link](https://x.com/METhompson72/status/2018766903679004956)  2026-02-03T19:21Z 14.5K followers, 16.7K engagements


"#Tungsten prices going exponential. Up 50% already YTD. APT now $1620 in China. Tungsten carbide $230000 / t With equity for a restart now in place and debt piece incoming my top pick by far is Tungsten West $TUN. Price target of 120p or 4x from here. This year"  
[X Link](https://x.com/METhompson72/status/2019677487060734316)  2026-02-06T07:40Z 14.5K followers, 14.3K engagements


"Check out the volume on Tungsten West $TUN. Equity all in place for the restart debt incoming. Very very tightly held stock now trading at by my estimate 10% of NAV With APT at $1500. I have a price target of [----] this year"  
[X Link](https://x.com/METhompson72/status/2020002742618714222)  2026-02-07T05:12Z 14.5K followers, [----] engagements


"I am down at Indaba mining conference in Cape Town. everyone asking me what is going on in #Tungsten. My work here is done. This is going mainstream. Time to sit back and enjoy the ride $TUN on rocket fuel. Tightly held Western Worlds best asset. Price target remains 1.20"  
[X Link](https://x.com/METhompson72/status/2020885393948717171)  2026-02-09T15:39Z 14.5K followers, 14.2K engagements


"China #Tungsten APT 88.5% FOB US$1603/mtu vs US$1553/mtu I thought we would slow down coming into Chinese New Year - the opposite seems to be happening. Consumer capitulation will go from a trickle to a mind-bending realisation to a flood of demand. At any price"  
[X Link](https://x.com/METhompson72/status/2021182782391636117)  2026-02-10T11:21Z 14.5K followers, [----] engagements


"Daily dose of 10% on $EQR returns. Market cap tops A$1bn. APT in China at $1650. Deep sea tuna fishing off Cape of Good Hope today. Life is good"  
[X Link](https://x.com/METhompson72/status/2021412857779491032)  2026-02-11T02:35Z 14.5K followers, [----] engagements


"Today Fastmarkets moved their #Tungsten APT notation from 1200/1550 to 1650/1825 - gapping higher to a new massive all time high. China Tungsten Online reports $1668. I thought we would slow down into Lunar New Year - we are instead accelerating. $EQR $TUN"  
[X Link](https://x.com/METhompson72/status/2022402589439201688)  2026-02-13T20:08Z 14.5K followers, 11.2K engagements


"36% unrealised capital gains tax in the Netherlands. This feels like the pre-cursor to a planned Europe wide deliberate inflation to reduce national indebtedness. Buy #gold buy #CHF buy hard assets. Wealth will flee Europe"  
[X Link](https://x.com/METhompson72/status/2022618559877398686)  2026-02-14T10:26Z 14.5K followers, [----] engagements


"I've been looking at the #Nickel trade data for Tuesday morning and the cancelled #LME trades. The numbers are quite staggering:"  
[X Link](https://x.com/METhompson72/status/1501871922249879558)  2022-03-10T10:45Z 14.5K followers, [---] engagements


"9064 lots traded VWAP of $71743 Contract value = $3.9bn #LME has cancelled all of these #Nickel trades. By moving the price back to $48078 they have wiped out $1.3bn of PnL on these trades"  
[X Link](https://x.com/METhompson72/status/1501871923743051782)  2022-03-10T10:45Z 14.5K followers, [---] engagements


"I have traded on the #LME since [----] and have seen many trades cancelled in that time - always because of genuine fat-fingered mistakes. Market participants are Gentlemen and are happy to cancel mistakes because you never know when you will make one"  
[X Link](https://x.com/METhompson72/status/1501871925223636992)  2022-03-10T10:45Z 14.5K followers, [---] engagements


".but for an exchange to cancel [----] trades for a total of [----] lots and to do so retrospectively does not sit well with me at all. These were between willing buyers and willing sellers in a functioning market. #LME #Nickel"  
[X Link](https://x.com/METhompson72/status/1501871926695927809)  2022-03-10T10:45Z 14.5K followers, [---] engagements


"This creates serious credibility issues for the #LME. Where is the line If they can do this retrospectively in #Nickel what else can they do How can you trade on an exchange if you do not have certainty that your profits will be paid and others will be let off losses"  
[X Link](https://x.com/anyuser/status/1501871928126193666)  2022-03-10T10:45Z 14.5K followers, [---] engagements


"If you are a #Nickel market participant who has lost money through the #LME cancellation of trades then please reach out to me. I have been asked by [--] funds to co-ordinate their legal options"  
[X Link](https://x.com/METhompson72/status/1501875679377379328)  2022-03-10T11:00Z 14.5K followers, [---] engagements


"#Golf and the #LME I was once told a story about Ernie Elss caddy. Ernie is one of the best golfers ever and had a superb caddy. Ernie was injured for a tournament so a rookie professional on the tour asked if his caddy could work for him that week"  
[X Link](https://x.com/METhompson72/status/1502245659675701250)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"I really dont replies the caddy. Why not asks the pro. Because Ernie would never ever be here. is the reply. This is how I feel about the #LME at the moment and its self-inflicted harm. They should never have been where they were and now have no shot"  
[X Link](https://x.com/METhompson72/status/1502245665161760768)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"The current turmoil in the #Nickel market is self-inflicted because the owners #HKEX in my view do not fundamentally understand the metals markets and the role that the member banks and brokers play as credit and liquidity providers"  
[X Link](https://x.com/METhompson72/status/1502245666508218370)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"They overpaid to buy the LME and ever since they have run it to generate a return on capital by tripling trading and clearing fees introducing pointless contract after pointless contract in an unseemly ambulance chase of any whiff of additional revenue"  
[X Link](https://x.com/METhompson72/status/1502245667783258112)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"The current #Nickel debacle should never have happened. Allowing a market counterparty to build a [------] short position in the most volatile and one of the least liquid metals without anticipating the risk to market orderliness was a dereliction of responsibility"  
[X Link](https://x.com/METhompson72/status/1502245670404640769)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"Initial margins should have been doubled and doubled again to discourage this size of short position taking. This would have provided a sensible margin barrier against outsize price moves and encouraged liquidation of the position"  
[X Link](https://x.com/METhompson72/status/1502245671700738052)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"Then there is the failure to suspend the market in a timely fashion. To my certain knowledge advice was given to the #LME executive to suspend the #Nickel market a day before they did so. This advice was ignored"  
[X Link](https://x.com/METhompson72/status/1502245672929710087)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"With Russia producing 17% of the Worlds #nickel and not to understand the potential market consequences of this fact was inept in the extreme. With a [------] t short in the market it was insane not to close the market immediately"  
[X Link](https://x.com/METhompson72/status/1502245674297044992)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"Finally for the #LME to cancel #Nickel trades between willing buyers and sellers is unforgiveable. UNFORGIVEABLE"  
[X Link](https://x.com/METhompson72/status/1502245675622408195)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"I actually believe this to be true and the #LME may have collapsed but my view is so what Processes are in place to deal with a default so why not follow them Like the young golf pro they shouldn't have been here though. Their failure to heed advice caused the problem"  
[X Link](https://x.com/METhompson72/status/1502245678080274435)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"The #LME is now very likely going to die a slow self-inflicted death through the loss of confidence in it and its products that its actions will inevitably induce"  
[X Link](https://x.com/METhompson72/status/1502245679439265793)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"A swift death for the #LME would have been much preferable in my view rather than watching the slide to irrelevance that is coming. Integrity matters. Principles matter. Following the rules matters. A contract is a contract is a contract"  
[X Link](https://x.com/METhompson72/status/1502245680777211909)  2022-03-11T11:30Z 14.5K followers, [---] engagements


"#LME #Nickel Choosing moral bankruptcy over bankruptcy"  
[X Link](https://x.com/METhompson72/status/1502322955220566020)  2022-03-11T16:37Z 14.5K followers, [---] engagements


"Just a reminder that the biggest cost of food is diesel"  
[X Link](https://x.com/METhompson72/status/1508233770364776455)  2022-03-28T00:05Z 14.5K followers, [---] engagements


"I want to hammer one thing home on #tin demand - and that is the answer to Why has solder demand been static for ten years or soThis is because linear miniaturisation needed less tin per circuit board and this offset exponential unit growth"  
[X Link](https://x.com/METhompson72/status/1508571624496369665)  2022-03-28T22:27Z 14.5K followers, [---] engagements


"Just an observation on #mining projects but in my analysis I am adding a minimum of 50% to cap-ex numbers in any feasibility study I see published more than [--] months ago. #inflation is rampant in mining consumables steel wages equipment"  
[X Link](https://x.com/METhompson72/status/1508591294851194882)  2022-03-28T23:46Z 14.5K followers, [---] engagements


"Print money for [--] years and guess what. money become worth less (carry on and eventually becomes worthless). Bond markets are crashing - money managers are shifting to commodities. The Great Rotation is now well under way"  
[X Link](https://x.com/METhompson72/status/1509460384385806341)  2022-03-31T09:19Z 14.5K followers, [---] engagements


"$AFM.v on fire - up 19% in a day. BOOM Q: Who owns Alphamin A: Smart people"  
[X Link](https://x.com/METhompson72/status/1516688429282697223)  2022-04-20T08:01Z 14.5K followers, [---] engagements


"$TUN #Tungsten Ore-sorting is an awesome technology - every piece of rock rejected saves on the op-ex in the processing plant. Under Tungsten West's new plan we will reject +90% of the feed to the ore sorters"  
[X Link](https://x.com/METhompson72/status/1594637173097000960)  2022-11-21T10:21Z 14.5K followers, [---] engagements


"#gold #tin #copper I have a good feeling about this week"  
[X Link](https://x.com/METhompson72/status/1731466010694205723)  2023-12-04T00:10Z 14.2K followers, 18.1K engagements


"#Tin the long term build up to the mother of all bull markets (Thread # 1)"  
[X Link](https://x.com/METhompson72/status/1777323789845483967)  2024-04-08T13:13Z 14.5K followers, 56.2K engagements


"#Tin the long term build up to the mother of all bull markets (Thread #2)"  
[X Link](https://x.com/METhompson72/status/1777324851692191872)  2024-04-08T13:17Z 14.5K followers, 38K engagements


"#tin at $31285. Beginning to suspect I know what I am talking about"  
[X Link](https://x.com/METhompson72/status/1777697834604655008)  2024-04-09T13:59Z 14.5K followers, 14.9K engagements


"Who is going to stop using #tin I have tin in a 8% deficit be the end of the year. Visible inventories stand at about [--] days of consumption and I expect them to be totally depleted by Q3 if the current supply disruptions continue"  
[X Link](https://x.com/METhompson72/status/1781644857250918686)  2024-04-20T11:23Z 14.5K followers, 28K engagements


"@RupertLowe10 [---] Labour MPs now go into the next election having voted against a rape gang enquiry. A career suicidal decision to be on the wrong side of history. Shame on each and every one of them"  
[X Link](https://x.com/METhompson72/status/1877071990600630630)  2025-01-08T19:16Z 14.5K followers, 17.6K engagements


"#tungsten prices rampant in China. Western prices will likely catch up soon as most concentrate now finding its way into China. Is this due to Chinese mine supply problems or stockpiling Wish I knew. There is no global economy without tungsten - machining oil and gas defence: all with low substitution options"  
[X Link](https://x.com/METhompson72/status/1974975478764110316)  2025-10-05T23:10Z 14.5K followers, 44.2K engagements


"My top #Gold pick is Panthera Resources. $PAT. I bought another 500k this week. Why PAT has a a $1.58bn claim under international arbitration against the Govt of India. This is based on gold at $3000. At current prices I think this rises to $3bn or 2.4bn versus a market cap of 35m. [--] to [--] payoff with a win with full upside exposure to gold. I think chance of success is +70% - which is the usual hurdle to secure litigation finance which they have. Cairn Energy won against India in a similar licence appropriation case. I also like their Mali asset very much - PAT may be cheap just basis that"  
[X Link](https://x.com/METhompson72/status/1975852546355773685)  2025-10-08T09:15Z 14.5K followers, 14.6K engagements


"Western politicians (and generalist fund managers) are waking up to the realisation that we are in a #commodity supply Cold War. The current front is being fought over rare earths and other critical minerals but this will spread to copper uranium and eventually oil. In my view we have lost the Cold War already - China has pursued a mercantilist policy for [--] years copying the 19th Century British play book. We cannot easily compete when they own the assets the mineral processing and key manufacturing. They did this through [--] simple policies: an integrated industrial and foreign policy"  
[X Link](https://x.com/METhompson72/status/1977025034045579496)  2025-10-11T14:54Z 14.5K followers, 12.3K engagements


"#Tungsten $620 - $670 and I am damn sure the bid is better for a lot more tonnes than the offer China not backing down on critical minerals supply to the West. I honestly do not know what will happen but something extreme on the price is clearly very possible"  
[X Link](https://x.com/METhompson72/status/1978585934237974949)  2025-10-15T22:17Z 14.5K followers, 14.9K engagements


"@BethWinterCynon Hi Beth could you please expand on exactly which Reform policies you think are racist and where I can read them for myself"  
[X Link](https://x.com/METhompson72/status/1979272558810927383)  2025-10-17T19:45Z 14.5K followers, [----] engagements


"#Tungsten Ammonium Para-Tungstate ("APT") Price Hits All-Time high Chinese APT prices are reported at RMB 425000/ton up 101.4% from the beginning of the year. European APT prices are reported at USD 610-685/mtu up 96.2% from the beginning of the year"  
[X Link](https://x.com/METhompson72/status/1983263670793842920)  2025-10-28T20:04Z 14.4K followers, [----] engagements


"Africa is getting more politically unstable. Mali Burkina Faso Sudan Tanzania: what do they all have in common They are [--] of the largest [--] #gold producers in Africa. The Resource Disease in action. I see a significant risk of contagion to other countries and to other commodities including #copper"  
[X Link](https://x.com/METhompson72/status/1984573307442614726)  2025-11-01T10:48Z 14.5K followers, 28.4K engagements


"#Copper #Freeport #Grasberg I am hearing rumours that there is a well informed article to come out saying Grasberg's block caving problems are worse than so far communicated. It may may not come back in [----]. I have no direct knowledge of this but I can say if this were to be the case the consequences for the copper market would be extremely bullish. Back in [----] the mega bull market was also kicked off by an accident at Grasberg"  
[X Link](https://x.com/METhompson72/status/1986161691302793448)  2025-11-05T20:00Z 14.5K followers, 82.9K engagements


"#Gold is building a significant base after the recent pullback. This looks pretty bullish to me - take out $4400 and then look for the same major move again i.e. another $1200 to $5600. Catching my eye alos was Chinese Central Bank's balance sheet expanding - is QE back Who else will follow Is any currency worth owning"  
[X Link](https://x.com/METhompson72/status/1987986847843140060)  2025-11-10T20:52Z 14.5K followers, 32K engagements


"#silver Touch your toes up she goes A powerful +10% rally in only [--] trading days from the base built at $48 accompanied by very good volume. I've been trading metals and bullion for +30 years: you do not see markets "melting-up" very often. When you do things often get extreme such as during the two times previously when silver got to $50. (1980 and 2011.) Allowing for inflation currency devaluation asset allocation rotation plus the modern phenomenon of meme stocks I can see plenty of scenarios where silver moves into a bubble market with targets above $150 within [--] months"  
[X Link](https://x.com/METhompson72/status/1988660595399201209)  2025-11-12T17:30Z 14.5K followers, 41.1K engagements


"@rachelmillward "Engineers doctors and surgeons do not come from France on a dinghy and throw their medical certificate overboard.""  
[X Link](https://x.com/METhompson72/status/1989281926256197728)  2025-11-14T10:39Z 14.5K followers, 29.1K engagements


"#Silver Feels like an important couple of days coming for Silver. Is this a double top at $54 or just pausing for breath On the basis that nothing has changed on my thesis of silver being in a very large deficit coupled with currency debasement I still think we will go higher"  
[X Link](https://x.com/METhompson72/status/1989285179211370728)  2025-11-14T10:52Z 14.5K followers, 19.5K engagements


"#Tungsten EQ Resources $EQR ON FIRE Up 100% in [--] months"  
[X Link](https://x.com/METhompson72/status/1993939513471799529)  2025-11-27T07:06Z 14.2K followers, [----] engagements


"2026 - [--] PREDICTIONS [--]. Silver to top $100 [--]. QE to return starting in Japan [--]. @RobertJenrick to join @reformparty_uk [--]. @Arsenal to blow it again [--]. Civil war in the DRC [--]. Copper to top $15000 [--]. @Ed_Miliband to become UK PM [--]. @UKLabour to poll single digits in May elections [--]. CHF to outperform all major currencies [--]. Cayenne Copper to be a blockbuster IPO"  
[X Link](https://x.com/METhompson72/status/1998693939851792429)  2025-12-10T09:59Z 14.5K followers, [----] engagements


"#Tungsten: Ammonium Para-Tungstate ("APT") is the traded commodity. Tungsten is THE COMMODITY. Without there is no auto industry defence manufacting oil and gas: every time you cut metal or drill a hole Tungsten is there. China controls 83% of World supply. Now up 175% YTD. $830 - $870 Up 130% in [--] months on $EQR - more to come I hope"  
[X Link](https://x.com/METhompson72/status/1999454554539061304)  2025-12-12T12:21Z 14K followers, [----] engagements


"I have visited many many tin and tungsten mines in the last [--] years. Mt Carbine is one of the best run I have seen - I am invested not just in #tungsten but in a seriously good management team. $EQR Up 130% since October I am targeting a further 3x for [----]. [----] tested focus and resilience at EQR. Global tungsten supply tightened and markets strengthened. Our teams delivered through disciplined execution safety and responsibility. A Sincere thank you to our employees contractors communities suppliers and stakeholders for https://t.co/775sOyimGf [----] tested focus and resilience at EQR."  
[X Link](https://x.com/METhompson72/status/2001802789211824637)  2025-12-18T23:52Z 14.3K followers, 18.8K engagements


"#tungsten EQ Resources $EQR up nearly 10%. Seems some people are listening"  
[X Link](https://x.com/METhompson72/status/2001891058574401642)  2025-12-19T05:43Z 14.3K followers, [----] engagements


"#tungsten Another day another 3% on China tungsten price. Now $1170 per MTU or $117200 per tonne. I have run out of superlative adjectives. EQ Resources up another 10%. $EQR"  
[X Link](https://x.com/METhompson72/status/2002999803723338143)  2025-12-22T07:09Z 14.3K followers, 10.8K engagements


"$PAT Panthera Resources my top gold pick for [----]. Could a $1.58B arbitration windfall send $PAT.L soaring Discover why Panthera Resources is on investors radar and how this gold stock could be poised for explosive growth. Dont miss our deep dive explainer https://t.co/CRytQVWitX Could a $1.58B arbitration windfall send $PAT.L soaring Discover why Panthera Resources is on investors radar and how this gold stock could be poised for explosive growth. Dont miss our deep dive explainer https://t.co/CRytQVWitX"  
[X Link](https://x.com/METhompson72/status/2003009706798023004)  2025-12-22T07:48Z 14.5K followers, [----] engagements


"#tungsten Groundhog day all over again. Another 3% on the Chinese tungsten price"  
[X Link](https://x.com/METhompson72/status/2003294114306228466)  2025-12-23T02:38Z 14.2K followers, [----] engagements


"Meanwhile on #copper The dragon is awakening"  
[X Link](https://x.com/METhompson72/status/2005457286320562473)  2025-12-29T01:54Z 14.5K followers, 11.7K engagements


"Two #Venezuela takeaways: [--]. US controls a major oil supply to China now. Retaliation options include further restricting #tungsten exports [--]. This accelerates the de-dollarisation of global trade and a gold backed BRICs currency. Buy gold buy silver buy copper buy tungsten buy tin. $EQR $MNO $PAT #1SN $MLX my top positions. https://twitter.com/i/web/status/2008107183850791093 https://twitter.com/i/web/status/2008107183850791093"  
[X Link](https://x.com/METhompson72/status/2008107183850791093)  2026-01-05T09:23Z 14.4K followers, 15.9K engagements


"$TUN Tungsten West has sorted out its capital structure and no doubt will be closing a production capital raise in the near future. At this #tungsten and $tin price has over $45bn of metal in the ground. My target is 30p"  
[X Link](https://x.com/METhompson72/status/2008129145038090245)  2026-01-05T10:51Z 14.2K followers, [----] engagements


"Ageing like a fine wine 275% in [--] months. @Edark94 Entirely possible I may have mentioned $EQR as my top #tungsten pick @Edark94 Entirely possible I may have mentioned $EQR as my top #tungsten pick"  
[X Link](https://x.com/METhompson72/status/2010828534030148029)  2026-01-12T21:37Z 14.5K followers, [----] engagements


"Next day I call up again they make 15c - 18c once more. I take a deep breath then I say: "Yours" I put the phone down. Silence on the desk. Everyone looking at me. Another deep breath: "Fuck'em." Went to lunch"  
[X Link](https://x.com/METhompson72/status/2013571523085210064)  2026-01-20T11:17Z 14.2K followers, [----] engagements


"3 weeks later options expire worthless $6m profit booked. Barclays never trade with me again"  
[X Link](https://x.com/METhompson72/status/2013571524830064677)  2026-01-20T11:17Z 14.2K followers, [----] engagements


"I expect #LME #copper stocks to be up [-----] tonnes into NOLA today. Spec short selling I think will get their arse handed to them as the market knows this is just white-lining Comex stocks. Down $100 then up $500 feels plausible"  
[X Link](https://x.com/METhompson72/status/2014250478364770625)  2026-01-22T08:15Z 14.2K followers, [----] engagements


"*BREAKING NEWS* My sources tell me APT just traded at $1300 in China. Physical buyers scrambling to buy before the Govt commits to a new strategic #tungsten stockpile. https://twitter.com/i/web/status/2014348041583513882 https://twitter.com/i/web/status/2014348041583513882"  
[X Link](https://x.com/METhompson72/status/2014348041583513882)  2026-01-22T14:42Z 14.2K followers, [----] engagements


"#tungsten You wait a lifetime for a market like this. I own EQ Resources (up 90% YTD) and Tungsten West (up 75% YTD). I am not a sell of either yet. Price targets of 50c and [--] respectively"  
[X Link](https://x.com/METhompson72/status/2014669679298568425)  2026-01-23T12:00Z 14.2K followers, [----] engagements


"Three and a half months since China stopped publishing an APT #tungsten export price. It is up 70% since and showing no signs of stopping. I know what they are doing - makes sense in this geopolitical situation. I can see crazy prices this year. Like #silver crazy or worse. https://twitter.com/i/web/status/2015711305143918756 https://twitter.com/i/web/status/2015711305143918756"  
[X Link](https://x.com/METhompson72/status/2015711305143918756)  2026-01-26T08:59Z 14.2K followers, [----] engagements


"It is still only 4.15am in New York. When CME risk dept wake up and realise that #Silver did this overnight. BIG margin rate increases coming to a market near you soon This has been a buying opportunity on the dip so far in this rally. https://twitter.com/i/web/status/2015715839891124255 https://twitter.com/i/web/status/2015715839891124255"  
[X Link](https://x.com/METhompson72/status/2015715839891124255)  2026-01-26T09:18Z 14.2K followers, [----] engagements


"Is it me or is it broadly all the same people on X who are long of #silver #gold #copper #tungsten #tin and #uranium Should we start our own secret society - gowns and funny handshakes Or just develop a knowing wink so we can recognise each other in the street"  
[X Link](https://x.com/METhompson72/status/2015716541535240438)  2026-01-26T09:20Z 14.3K followers, 14.4K engagements


"Same with #tin - where the only substitute is #silver Things you like to hear when you are making 70% gross margins: There is no substitute The alternative is even more expensive $EQR.AX #tungsten Things you like to hear when you are making 70% gross margins: There is no substitute The alternative is even more expensive $EQR.AX #tungsten"  
[X Link](https://x.com/METhompson72/status/2016265553002840327)  2026-01-27T21:42Z 14.2K followers, [----] engagements


"#USD Down #Gold Up Could this in any way be related 🤣 When US resorts to QE to fund their deficit just imagine what gold will do"  
[X Link](https://x.com/METhompson72/status/2016273956785791207)  2026-01-27T22:15Z 14.2K followers, [----] engagements


"@STEVETA00544440 Have a mega IPO incoming - Cayenne Copper"  
[X Link](https://x.com/METhompson72/status/2016771330285138413)  2026-01-29T07:12Z 14.2K followers, [--] engagements


"I hear last nights #copper buying was a Chinese merchant stopping out several smelters who had oversold against concentrates they could not buy and missing margin calls. Same source tells me demand is picking up in China as a new investment cycle kicks off"  
[X Link](https://x.com/METhompson72/status/2016824845732896991)  2026-01-29T10:44Z 14.3K followers, 21.2K engagements


"My Chinese sources tell me Chinas biggest #copper buyer the State electricity grid has priced nothing in January. Does this mean they will come back after Chinese New Year and price [--] to [--] weeks of consumption I strongly think so. I am looking for $16k by Easter"  
[X Link](https://x.com/METhompson72/status/2016825431039553541)  2026-01-29T10:47Z 14.3K followers, 24K engagements


"@ove_vapaalla @Patty6667 Passing on physical bullion evades inheritance tax"  
[X Link](https://x.com/METhompson72/status/2016845421100908663)  2026-01-29T12:06Z 14.3K followers, [--] engagements


"1 minute chart on Shanghai #COPPER Stops being triggered left right and centre"  
[X Link](https://x.com/METhompson72/status/2016862054204784884)  2026-01-29T13:12Z 14.2K followers, [----] engagements


"I have been trading copper since [----]. I have never seen a $1000 up day before. I suspect this will become common"  
[X Link](https://x.com/METhompson72/status/2016863343831613654)  2026-01-29T13:17Z 14.3K followers, 18K engagements


"*BREAKING NEWS* Sir Keir Starmer to fly back to Beijing to find out if he is needed to resign or not. #StarmerLies #StarmerOut @UKLabour"  
[X Link](https://x.com/METhompson72/status/2019136979909464318)  2026-02-04T19:52Z 14.3K followers, [----] engagements

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