#  @METhompson72 Mark Thompson Mark Thompson posts on X about copper, tin, mark, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::965676004583800834/interactions)  - [--] Week [------] -14% - [--] Month [-------] +30% - [--] Months [---------] +17,578% - [--] Year [---------] +564% ### Mentions: [--] [#](/creator/twitter::965676004583800834/posts_active)  - [--] Month [--] -53% - [--] Months [---] +1,425% - [--] Year [---] +174% ### Followers: [------] [#](/creator/twitter::965676004583800834/followers)  - [--] Week [------] +0.88% - [--] Month [------] +5.40% - [--] Months [------] +28% - [--] Year [------] +29% ### CreatorRank: [-------] [#](/creator/twitter::965676004583800834/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 50.85% [countries](/list/countries) 21.19% [stocks](/list/stocks) 12.71% [travel destinations](/list/travel-destinations) 4.24% [financial services](/list/financial-services) 0.85% [social networks](/list/social-networks) 0.85% [technology brands](/list/technology-brands) 0.85% **Social topic influence** [copper](/topic/copper) 27.97%, [tin](/topic/tin) 19.49%, [mark](/topic/mark) #2234, [in the](/topic/in-the) 14.41%, [china](/topic/china) #3207, [$eqr](/topic/$eqr) #1, [$tun](/topic/$tun) #1, [apt](/topic/apt) #138, [we are](/topic/we-are) 6.78%, [target](/topic/target) 5.93% **Top accounts mentioned or mentioned by** [@uklabour](/creator/undefined) [@pete__panda](/creator/undefined) [@atlasshrug1](/creator/undefined) [@ukhomeoffice](/creator/undefined) [@eqresourcesasx](/creator/undefined) [@edark94](/creator/undefined) [@bambroughkevin](/creator/undefined) [@thelege2](/creator/undefined) [@rachelmillward](/creator/undefined) [@rse2023](/creator/undefined) [@greatdecoupling](/creator/undefined) [@crazy91769538](/creator/undefined) [@kv_finance](/creator/undefined) [@lkmmaje2002](/creator/undefined) [@utopia_escape](/creator/undefined) [@bread1922](/creator/undefined) [@mildrenscott](/creator/undefined) [@sportnewsuser](/creator/undefined) [@peakasset1](/creator/undefined) [@telkkut15275](/creator/undefined) **Top assets mentioned** [Equity Residential (EQR)](/topic/$eqr) ### Top Social Posts Top posts by engagements in the last [--] hours "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 "#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 "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 14.4K followers, [----] 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 "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 "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 "#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 "*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 "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 "#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/METhompson72/status/1978586714101748192) 2025-10-15T22:20Z 14.5K followers, 43K 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 "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 "#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, 14.2K 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 "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 "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 $TUN" [X Link](https://x.com/METhompson72/status/2022402589439201688) 2026-02-13T20:08Z 14.5K followers, 10.8K engagements "36% unrealised capital gains tax in the Netherlands. This feels like the pre-cursor to a planned Europe wide deliberate inflation to reduce national indebtedness. Buy #gold buy #CHF buy hard assets. Wealth will flee Europe" [X Link](https://x.com/METhompson72/status/2022618559877398686) 2026-02-14T10:26Z 14.5K followers, [----] engagements "$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 "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 "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 "#copper I am going to say this again - copper is one supply disruption away from going parabolically higher. Supply chains empty backwardation all the way forward along the curve. My consumer contacts at rod mills in the mid-west telling me they cannot source scrap and cathode" [X Link](https://x.com/METhompson72/status/1364296437450833923) 2021-02-23T19:29Z 14.5K followers, [---] engagements "#copper #tin Everyone I know and respect in the copper and tin markets from miners to traders and consumers are saying the same thing: there is not enough now and there certainly is not enough in the future. Prices must go higher. Much higher" [X Link](https://x.com/METhompson72/status/1374469888928968715) 2021-03-23T21:15Z 14.5K followers, [---] engagements "#tin IoT is upon us. Every connected device contains a printed circuit board. Tin is the glue that joins all of the components together. Resource nationalism for semi-conductor production is goIng to drive tin demand. I remain bullish tin in the short medium and long term" [X Link](https://x.com/METhompson72/status/1375842705897619460) 2021-03-27T16:10Z 14.5K followers, [---] engagements "#copper Chile produces 28% of the World's copper. Peru produces 12%. Both are setting new highs on Covid rates. If this spreads to the mines and shutters production anything is possible for the copper price. We are one supply disruption from an exponential move higher" [X Link](https://x.com/METhompson72/status/1379112154608103425) 2021-04-05T16:42Z 14.5K followers, [---] engagements "#copper Just sitting down to read the full Goldman note on Green Metals (i.e Copper.) "Copper on a necessary path to $15000."" [X Link](https://x.com/METhompson72/status/1382366582022750215) 2021-04-14T16:14Z 14.5K followers, [---] engagements "#copper #tin Copper might be a year or so away from extreme deficits but tin is there already. However we are not seeing massive capital inflows yet. I am putting the overall metals complex in general at 9pm on my cycle diagram" [X Link](https://x.com/METhompson72/status/1382484405533413385) 2021-04-15T00:02Z 14.5K followers, [---] engagements "#tin I am going to use a big word here and not lightly: UNPRECEDENTED The tightness in tin physical metal that is giving us $3000 physical premiums on top of $2500 cash-3m premium is unprecedented. In any LME metal. Ever. I also think it is going to get worse" [X Link](https://x.com/METhompson72/status/1383077474427371520) 2021-04-16T15:19Z 14.5K followers, [---] engagements "My personal [--] Golden Rules of investing: [--]. Trust your own judgement [--]. Don't be embarrassed to admit you were wrong if new facts come to light [--]. Patience [--]. Never do business with Russians [--]. Never buy anything Goldman Sachs want to sell" [X Link](https://x.com/METhompson72/status/1383108500226777091) 2021-04-16T17:22Z 14.5K followers, [---] engagements "#copper I keep seeing this Wood-Mackenzie chart in every copper presentation. I started my career in [----] when the market was about 10Mt and Sumitomo embarked on a massive attempted copper market squeeze" [X Link](https://x.com/METhompson72/status/1386610794935296000) 2021-04-26T09:19Z 14.5K followers, [---] engagements "If you are going to drink white wine then drink Burgundy. If you are going to drink red wine then drink Bordeaux. If you are going to buy into a producing #tin asset then buy Alphamin. $AFM.v Simply the best tin deposit on the planet" [X Link](https://x.com/METhompson72/status/1388128749028319236) 2021-04-30T13:50Z 14.5K followers, [---] engagements "#copper Are you following the Peru presidential elections Front runner Pedro Castillo promising 70% supertax on mining profits. This would have inevitable and very predictable consequences:" [X Link](https://x.com/METhompson72/status/1389140850962313221) 2021-05-03T08:52Z 14.5K followers, [---] engagements "#mining #copper #tin I have been asked by several people now about how to evaluate the management team for a project and what to look for and what to avoid. This thread hopefully will provide some good pointers" [X Link](https://x.com/METhompson72/status/1391670770091405312) 2021-05-10T08:25Z 14.5K followers, [---] engagements "Moving to [--] o'clock on my long-term commodity cycle based on the exponential gains we are seeing and increased commodity allocations. [--] o'clock is likely still years away though" [X Link](https://x.com/METhompson72/status/1391684326400708608) 2021-05-10T09:19Z 14.5K followers, [---] engagements "PREDICTION: Expropriatory taxes on #copper mining in Chile will stop the trains running in the UK. Why Copper prices will be driven to a level where copper cable theft becomes endemic and railways are the easiest target" [X Link](https://x.com/METhompson72/status/1394953477550452737) 2021-05-19T09:50Z 14.5K followers, [---] engagements "#copper $MNO.v So a quick thread on why VMS type copper deposits are so much more valuable than porphyries. (I am talking in the generic here and each project has its own specifics so please do not message me saying I am wrong about such and such project)" [X Link](https://x.com/METhompson72/status/1395340497640644610) 2021-05-20T11:27Z 14.5K followers, [---] engagements "#tin $AFM I spoke with my African tin trader friend today and his view is that the volcanic eruption near to Goma is on the North side of the city and unlikely to interrupt tin concentrate flows" [X Link](https://x.com/METhompson72/status/1396475163676381185) 2021-05-23T14:36Z 14.5K followers, [---] engagements "3m #tin now over $1 per ounce. Tin is a precious metal" [X Link](https://x.com/METhompson72/status/1402182785817849861) 2021-06-08T08:36Z 14.5K followers, [---] engagements "#copper My view is that China is selling copper to buy it. A lot of it. Nothing has changed in the long term macro thesis - demand to explode supply to not match pace by a country mile" [X Link](https://x.com/METhompson72/status/1407275712843763715) 2021-06-22T09:54Z 14.5K followers, [---] engagements "Shanghai #tin up $1000 overnight. Now a $1500 premium to LME. If China aint got tin then sure as hell nobody else has" [X Link](https://x.com/METhompson72/status/1415944854790606854) 2021-07-16T08:02Z 14.5K followers, [---] engagements "#tin I had the great pleasure of speaking at length with Maritz Smith CEO of Alphamin today. Top guy very impressive. I remain bullish on $AFM in the short medium and long term" [X Link](https://x.com/METhompson72/status/1425583412828647432) 2021-08-11T22:22Z 14.5K followers, [---] engagements "#Uranium legend @BambroughKevin days he is investing in $MNO.v looking for 20x - 25x returns. Fresh highs at 92c yesterday on the back of recent drill results including 26m @ 21.5g/t gold. It is great to be making money together with market legends like Kevin" [X Link](https://x.com/METhompson72/status/1438436455387435014) 2021-09-16T09:35Z 14.5K followers, [---] engagements "Spot Shanghai #tin at Y277000 - or $43000 per tonne. Spot LME @ [-----]. Are we entering an exponential price gain I think so If only somebody could have predicted this and advised buying $AFM" [X Link](https://x.com/METhompson72/status/1440966012275511296) 2021-09-23T09:07Z 14.5K followers, [---] engagements "So a late in the day tweet but I am hearing potentially a significant supply disruption in #tin. Just trying to confirm. If true market is coiled like a wound spring on steroids ready to pop" [X Link](https://x.com/METhompson72/status/1441132875315757067) 2021-09-23T20:10Z 14.5K followers, [---] engagements "The super-volatility cycle is now well and truly upon us. Aint enough stuff to go around. Long commodities / short tech is the trade of a lifetime" [X Link](https://x.com/METhompson72/status/1445270845878898691) 2021-10-05T06:13Z 14.5K followers, [---] engagements "Should I write a thread on why the forward price of #copper (or any LME metal) is not a prediction of what the price will be in the future Let me know" [X Link](https://x.com/METhompson72/status/1448038955971190784) 2021-10-12T21:32Z 14.5K followers, [---] engagements "I have not been this bullish of #copper since 2002" [X Link](https://x.com/METhompson72/status/1448373938036346881) 2021-10-13T19:43Z 14.5K followers, [---] engagements "880t of LME #tin left of which 575t is cancelled. What happens when inventory goes to zero We may find out soon Some brokers have raised this with the LME but as usual they have no real understanding of what is going on" [X Link](https://x.com/METhompson72/status/1448564329457070090) 2021-10-14T08:20Z 14.5K followers, [---] engagements "Long chat this morning with major hedge fund principal and large #copper concentrates trader. Consensus was that copper could beat #tin in LME inventories going to zero" [X Link](https://x.com/METhompson72/status/1448979576047259650) 2021-10-15T11:50Z 14.5K followers, [---] engagements "So my prediction of only [--] days ago of #copper making fresh ATH by end of the year looking pretty wrong - looks like we will comfortably do it before the end of October" [X Link](https://x.com/METhompson72/status/1448980401616269314) 2021-10-15T11:53Z 14.5K followers, [---] engagements "#supervolatility 14% range on zinc today as the market melted up. I have traded zinc for [--] years and probably half that time it did not move 14% in a year Are you ready for moves like this becoming the new norm" [X Link](https://x.com/METhompson72/status/1449015940235075589) 2021-10-15T14:14Z 14.5K followers, [---] engagements "Global average cost of #copper production is $1.38 per pound (circa $3000 per tonne) and the 90th percentile kicks in at about $2 per lb ($circa $4400 per tonne.) Current spot price at +$10000 is consistent with a 3% - 5% deficit or roughly 1Mtpa" [X Link](https://x.com/METhompson72/status/1450733392950177792) 2021-10-20T07:59Z 14.5K followers, [---] engagements "Perus Antamina #copper #zinc mine closes over security concerns. This on the back of issues at Las Bambas Constancia and Antapaccay. Together [--] Mtpa of copper production or 4% of World supply" [X Link](https://x.com/METhompson72/status/1454935643390423040) 2021-10-31T22:17Z 14.5K followers, [---] engagements "I am also hearing major issues at a large #copper smelter in China. I have been saying for months that we are one supply disruption away from an exponential move higher. Are we about to see two of them" [X Link](https://x.com/METhompson72/status/1454936290785382401) 2021-10-31T22:20Z 14.5K followers, [---] engagements "I remain bullish of #copper in the short medium and long term" [X Link](https://x.com/METhompson72/status/1454936433739849728) 2021-10-31T22:20Z 14.5K followers, [---] engagements "I am sticking with my prediction of #copper to $12000 by the end of the year. $MNO.v remains my only copper investment" [X Link](https://x.com/METhompson72/status/1454938283335733250) 2021-10-31T22:28Z 14.5K followers, [---] engagements "We will need hundreds of new small mines to replace the big mines that are running out - the biggest best deposits have already been built. This means we need a multiple of the existing number of geologists mining engineers metallurgists etc etc. These people do not exist" [X Link](https://x.com/METhompson72/status/1458777504727158797) 2021-11-11T12:43Z 14.5K followers, [---] engagements "My new copper and tin exploration company in Cornwall. Office is up and running and geological investigations underway" [X Link](https://x.com/METhompson72/status/1459100111338938396) 2021-11-12T10:05Z 14.5K followers, [---] engagements "#tin at $40k and looking like next step $50k. For reasons that escape me $AFM shares are for sale at C$1 despite this. Roll on the dividends to come" [X Link](https://x.com/METhompson72/status/1463597398136131594) 2021-11-24T19:56Z 14.5K followers, [---] engagements "#Peru #copper # tin #zinc #lead So I tweeted a thread a couple of months back on how the election of a Communist President of Peru would seriously deter future mining investment and put at risk existing production levels" [X Link](https://x.com/METhompson72/status/1463857265132384269) 2021-11-25T13:09Z 14.5K followers, [---] engagements "With Chile's presidential election result now confirmed the World's two largest #copper producing countries are now under the sway of hard-left socialists. Higher mining royalties and taxes look inevitable - disincentivising new investment. Long term consequences very likely" [X Link](https://x.com/METhompson72/status/1472905918379700227) 2021-12-20T12:25Z 14.5K followers, [---] engagements "I remain limit long of $AFM.v - they still have the best tin mine on the planet. At these #tin prices they are doing +$1m of revenue per day. Nice" [X Link](https://x.com/METhompson72/status/1479462494112563202) 2022-01-07T14:38Z 14.5K followers, [---] engagements "Shanghai #tin rampant overnight - Jan22 contract at [-----] - $50700 per tonne How long before LME catches up Not long I think" [X Link](https://x.com/METhompson72/status/1481187376005271554) 2022-01-12T08:52Z 14.5K followers, [---] engagements "This thread is loosely about Rudyard Kipling and his poem If. WE ARE AT AN If MOMENT - If you can keep your head when all about you are losing theirs. - Will you be a rabbit in the headlights or have the right portfolio and make the right investment decisions" [X Link](https://x.com/METhompson72/status/1484868614331244546) 2022-01-22T12:40Z 14.5K followers, [---] engagements "100% of my portfolio is in metal in the ground. My money is where my mouth is I trust my own judgement I believe in each of the companies I am invested in. Tungsten West $TUN Meridian Mining $MNO Alphamin $AFM" [X Link](https://x.com/METhompson72/status/1484868645301985282) 2022-01-22T12:40Z 14.5K followers, [---] engagements "As liquidity dries up and crypto crashes will gold become the new err #gold I am bullish gold for the first time in a decade" [X Link](https://x.com/METhompson72/status/1484934957172674562) 2022-01-22T17:04Z 14.5K followers, [---] engagements "Some thoughts on the current markets below. There are once in a generation (or even once in a lifetime) opportunities right now" [X Link](https://x.com/METhompson72/status/1499358457719398403) 2022-03-03T12:18Z 14.5K followers, [---] engagements "Conclusions: [--]. STAGFLATION looks very very likely [--]. Commodities remain CHEAP with what is likely to happen. [--]. Metal in the ground is the hedge against inflation. I own only $MNO $AFM $TGA and $TUN giving me leverage to exploration production and strategic metals" [X Link](https://x.com/METhompson72/status/1499358470172299271) 2022-03-03T12:18Z 14.5K followers, [---] engagements "#Oil to $200 / bbl #Uranium to $200 / lb #Copper to $25000 / t #Tin to +$100000 / t I will add in: #Alumium to +$5000 /t #Nickel to +$50000 /t All within [--] years. If anything I feel a bit low on some of these" [X Link](https://x.com/METhompson72/status/1499360156928417794) 2022-03-03T12:24Z 14.5K followers, [---] engagements "#LME metal price moves unlike anything ever seen before. Correlated fundamentals driven by money printing Ukraine crisis depleted stockpiles and green energy transition demand shock. More to come" [X Link](https://x.com/METhompson72/status/1500656582060818438) 2022-03-07T02:16Z 14.5K followers, [--] engagements "#tin - Change of View: I am moving my long term price prediction on tin from the $30k - $35k where I was sat to $50k - $80k. New information has come to light to force me to do so" [X Link](https://x.com/METhompson72/status/1500801442332004352) 2022-03-07T11:52Z 14.5K followers, [---] engagements "Hearing rumours from my #LME friends that one #Nickel producer is hedge short [------] tonnes of Ni and looking at a +$5bn marked to market loss" [X Link](https://x.com/METhompson72/status/1500873472033140739) 2022-03-07T16:38Z 14.5K followers, [----] engagements "#Nickels move today was like [--] standard deviations. One of the most unlikely events ever in financial market history. A black swan of black swans" [X Link](https://x.com/METhompson72/status/1500917545590796288) 2022-03-07T19:33Z 14.5K followers, [----] engagements "@TheLege2 Then you do not understand the mismatch in liquidity of needing to pay billions of dollars in margin calls today versus profits that are years away" [X Link](https://x.com/METhompson72/status/1500921642981208071) 2022-03-07T19:49Z 14.5K followers, [---] engagements "The low #Nickel price on this cycle was $8000. The high so far $101k. 14x trough to peak. Low on #copper was $4500. Understand what is possible" [X Link](https://x.com/METhompson72/status/1501098405325680644) 2022-03-08T07:32Z 14.5K followers, [---] engagements "#Nickel: I am hearing: Major Nickel producer is the short Short position is 200kt at an average price of $21k Marked-to-market loss is $12bn [--] banks and [--] LME brokers are the counterparties Nothing stopped out yet Margin calls missed" [X Link](https://x.com/METhompson72/status/1501146856637751298) 2022-03-08T10:44Z 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 "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 "#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 "#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 "#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 "@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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@METhompson72 Mark Thompson
Mark Thompson posts on X about copper, tin, mark, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -14%
- [--] Month [-------] +30%
- [--] Months [---------] +17,578%
- [--] Year [---------] +564%
Mentions: [--] #
- [--] Month [--] -53%
- [--] Months [---] +1,425%
- [--] Year [---] +174%
Followers: [------] #
- [--] Week [------] +0.88%
- [--] Month [------] +5.40%
- [--] Months [------] +28%
- [--] Year [------] +29%
CreatorRank: [-------] #
Social Influence
Social category influence finance 50.85% countries 21.19% stocks 12.71% travel destinations 4.24% financial services 0.85% social networks 0.85% technology brands 0.85%
Social topic influence copper 27.97%, tin 19.49%, mark #2234, in the 14.41%, china #3207, $eqr #1, $tun #1, apt #138, we are 6.78%, target 5.93%
Top accounts mentioned or mentioned by @uklabour @pete__panda @atlasshrug1 @ukhomeoffice @eqresourcesasx @edark94 @bambroughkevin @thelege2 @rachelmillward @rse2023 @greatdecoupling @crazy91769538 @kv_finance @lkmmaje2002 @utopia_escape @bread1922 @mildrenscott @sportnewsuser @peakasset1 @telkkut15275
Top assets mentioned Equity Residential (EQR)
Top Social Posts
Top posts by engagements in the last [--] hours
"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 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 2026-02-10T11:21Z 14.5K followers, [----] 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 2025-12-19T00:01Z 14.4K followers, 29K engagements
"Is #Copper about to do a #Silver I am buying May $14000 calls this morning"
X Link 2026-01-06T08:45Z 14.4K followers, [----] 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 2026-01-20T01:01Z 14.4K followers, [----] engagements
"#tungsten $EQR BOOM Nothing more strategic than tungsten"
X Link 2026-01-21T04:06Z 14.4K followers, [----] engagements
"$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 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 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 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 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 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 2026-01-27T05:55Z 14.4K followers, [----] engagements
"#Tungsten Give or take daily dose of 10% up on $EQR secured"
X Link 2026-01-28T07:59Z 14.4K 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 2026-01-29T10:44Z 14.3K followers, 21.2K engagements
"I have been trading copper since [----]. I have never seen a $1000 up day before. I suspect this will become common"
X Link 2026-01-29T13:17Z 14.3K followers, 18K 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 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 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 2026-02-03T20:43Z 14.4K followers, [----] 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 2026-02-04T19:52Z 14.3K 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 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 2026-02-05T06:58Z 14.4K followers, 13.1K engagements
"#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 2025-10-15T22:20Z 14.5K followers, 43K 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 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 2025-10-10T19:06Z 14.5K followers, 425.6K 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 2026-02-03T01:56Z 14.5K followers, 25.3K 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 2026-02-06T07:40Z 14.5K followers, 14.2K 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 2026-02-06T10:54Z 14.5K followers, 12K 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 2026-02-07T05:12Z 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 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 $TUN"
X Link 2026-02-13T20:08Z 14.5K followers, 10.8K engagements
"36% unrealised capital gains tax in the Netherlands. This feels like the pre-cursor to a planned Europe wide deliberate inflation to reduce national indebtedness. Buy #gold buy #CHF buy hard assets. Wealth will flee Europe"
X Link 2026-02-14T10:26Z 14.5K followers, [----] engagements
"$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 2025-12-22T07:48Z 14.5K followers, [----] engagements
"Meanwhile on #copper The dragon is awakening"
X Link 2025-12-29T01:54Z 14.5K followers, 11.7K 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 2026-01-12T21:37Z 14.5K followers, [----] engagements
"#copper I am going to say this again - copper is one supply disruption away from going parabolically higher. Supply chains empty backwardation all the way forward along the curve. My consumer contacts at rod mills in the mid-west telling me they cannot source scrap and cathode"
X Link 2021-02-23T19:29Z 14.5K followers, [---] engagements
"#copper #tin Everyone I know and respect in the copper and tin markets from miners to traders and consumers are saying the same thing: there is not enough now and there certainly is not enough in the future. Prices must go higher. Much higher"
X Link 2021-03-23T21:15Z 14.5K followers, [---] engagements
"#tin IoT is upon us. Every connected device contains a printed circuit board. Tin is the glue that joins all of the components together. Resource nationalism for semi-conductor production is goIng to drive tin demand. I remain bullish tin in the short medium and long term"
X Link 2021-03-27T16:10Z 14.5K followers, [---] engagements
"#copper Chile produces 28% of the World's copper. Peru produces 12%. Both are setting new highs on Covid rates. If this spreads to the mines and shutters production anything is possible for the copper price. We are one supply disruption from an exponential move higher"
X Link 2021-04-05T16:42Z 14.5K followers, [---] engagements
"#copper Just sitting down to read the full Goldman note on Green Metals (i.e Copper.) "Copper on a necessary path to $15000.""
X Link 2021-04-14T16:14Z 14.5K followers, [---] engagements
"#copper #tin Copper might be a year or so away from extreme deficits but tin is there already. However we are not seeing massive capital inflows yet. I am putting the overall metals complex in general at 9pm on my cycle diagram"
X Link 2021-04-15T00:02Z 14.5K followers, [---] engagements
"#tin I am going to use a big word here and not lightly: UNPRECEDENTED The tightness in tin physical metal that is giving us $3000 physical premiums on top of $2500 cash-3m premium is unprecedented. In any LME metal. Ever. I also think it is going to get worse"
X Link 2021-04-16T15:19Z 14.5K followers, [---] engagements
"My personal [--] Golden Rules of investing: [--]. Trust your own judgement [--]. Don't be embarrassed to admit you were wrong if new facts come to light [--]. Patience [--]. Never do business with Russians [--]. Never buy anything Goldman Sachs want to sell"
X Link 2021-04-16T17:22Z 14.5K followers, [---] engagements
"#copper I keep seeing this Wood-Mackenzie chart in every copper presentation. I started my career in [----] when the market was about 10Mt and Sumitomo embarked on a massive attempted copper market squeeze"
X Link 2021-04-26T09:19Z 14.5K followers, [---] engagements
"If you are going to drink white wine then drink Burgundy. If you are going to drink red wine then drink Bordeaux. If you are going to buy into a producing #tin asset then buy Alphamin. $AFM.v Simply the best tin deposit on the planet"
X Link 2021-04-30T13:50Z 14.5K followers, [---] engagements
"#copper Are you following the Peru presidential elections Front runner Pedro Castillo promising 70% supertax on mining profits. This would have inevitable and very predictable consequences:"
X Link 2021-05-03T08:52Z 14.5K followers, [---] engagements
"#mining #copper #tin I have been asked by several people now about how to evaluate the management team for a project and what to look for and what to avoid. This thread hopefully will provide some good pointers"
X Link 2021-05-10T08:25Z 14.5K followers, [---] engagements
"Moving to [--] o'clock on my long-term commodity cycle based on the exponential gains we are seeing and increased commodity allocations. [--] o'clock is likely still years away though"
X Link 2021-05-10T09:19Z 14.5K followers, [---] engagements
"PREDICTION: Expropriatory taxes on #copper mining in Chile will stop the trains running in the UK. Why Copper prices will be driven to a level where copper cable theft becomes endemic and railways are the easiest target"
X Link 2021-05-19T09:50Z 14.5K followers, [---] engagements
"#copper $MNO.v So a quick thread on why VMS type copper deposits are so much more valuable than porphyries. (I am talking in the generic here and each project has its own specifics so please do not message me saying I am wrong about such and such project)"
X Link 2021-05-20T11:27Z 14.5K followers, [---] engagements
"#tin $AFM I spoke with my African tin trader friend today and his view is that the volcanic eruption near to Goma is on the North side of the city and unlikely to interrupt tin concentrate flows"
X Link 2021-05-23T14:36Z 14.5K followers, [---] engagements
"3m #tin now over $1 per ounce. Tin is a precious metal"
X Link 2021-06-08T08:36Z 14.5K followers, [---] engagements
"#copper My view is that China is selling copper to buy it. A lot of it. Nothing has changed in the long term macro thesis - demand to explode supply to not match pace by a country mile"
X Link 2021-06-22T09:54Z 14.5K followers, [---] engagements
"Shanghai #tin up $1000 overnight. Now a $1500 premium to LME. If China aint got tin then sure as hell nobody else has"
X Link 2021-07-16T08:02Z 14.5K followers, [---] engagements
"#tin I had the great pleasure of speaking at length with Maritz Smith CEO of Alphamin today. Top guy very impressive. I remain bullish on $AFM in the short medium and long term"
X Link 2021-08-11T22:22Z 14.5K followers, [---] engagements
"#Uranium legend @BambroughKevin days he is investing in $MNO.v looking for 20x - 25x returns. Fresh highs at 92c yesterday on the back of recent drill results including 26m @ 21.5g/t gold. It is great to be making money together with market legends like Kevin"
X Link 2021-09-16T09:35Z 14.5K followers, [---] engagements
"Spot Shanghai #tin at Y277000 - or $43000 per tonne. Spot LME @ [-----]. Are we entering an exponential price gain I think so If only somebody could have predicted this and advised buying $AFM"
X Link 2021-09-23T09:07Z 14.5K followers, [---] engagements
"So a late in the day tweet but I am hearing potentially a significant supply disruption in #tin. Just trying to confirm. If true market is coiled like a wound spring on steroids ready to pop"
X Link 2021-09-23T20:10Z 14.5K followers, [---] engagements
"The super-volatility cycle is now well and truly upon us. Aint enough stuff to go around. Long commodities / short tech is the trade of a lifetime"
X Link 2021-10-05T06:13Z 14.5K followers, [---] engagements
"Should I write a thread on why the forward price of #copper (or any LME metal) is not a prediction of what the price will be in the future Let me know"
X Link 2021-10-12T21:32Z 14.5K followers, [---] engagements
"I have not been this bullish of #copper since 2002"
X Link 2021-10-13T19:43Z 14.5K followers, [---] engagements
"880t of LME #tin left of which 575t is cancelled. What happens when inventory goes to zero We may find out soon Some brokers have raised this with the LME but as usual they have no real understanding of what is going on"
X Link 2021-10-14T08:20Z 14.5K followers, [---] engagements
"Long chat this morning with major hedge fund principal and large #copper concentrates trader. Consensus was that copper could beat #tin in LME inventories going to zero"
X Link 2021-10-15T11:50Z 14.5K followers, [---] engagements
"So my prediction of only [--] days ago of #copper making fresh ATH by end of the year looking pretty wrong - looks like we will comfortably do it before the end of October"
X Link 2021-10-15T11:53Z 14.5K followers, [---] engagements
"#supervolatility 14% range on zinc today as the market melted up. I have traded zinc for [--] years and probably half that time it did not move 14% in a year Are you ready for moves like this becoming the new norm"
X Link 2021-10-15T14:14Z 14.5K followers, [---] engagements
"Global average cost of #copper production is $1.38 per pound (circa $3000 per tonne) and the 90th percentile kicks in at about $2 per lb ($circa $4400 per tonne.) Current spot price at +$10000 is consistent with a 3% - 5% deficit or roughly 1Mtpa"
X Link 2021-10-20T07:59Z 14.5K followers, [---] engagements
"Perus Antamina #copper #zinc mine closes over security concerns. This on the back of issues at Las Bambas Constancia and Antapaccay. Together [--] Mtpa of copper production or 4% of World supply"
X Link 2021-10-31T22:17Z 14.5K followers, [---] engagements
"I am also hearing major issues at a large #copper smelter in China. I have been saying for months that we are one supply disruption away from an exponential move higher. Are we about to see two of them"
X Link 2021-10-31T22:20Z 14.5K followers, [---] engagements
"I remain bullish of #copper in the short medium and long term"
X Link 2021-10-31T22:20Z 14.5K followers, [---] engagements
"I am sticking with my prediction of #copper to $12000 by the end of the year. $MNO.v remains my only copper investment"
X Link 2021-10-31T22:28Z 14.5K followers, [---] engagements
"We will need hundreds of new small mines to replace the big mines that are running out - the biggest best deposits have already been built. This means we need a multiple of the existing number of geologists mining engineers metallurgists etc etc. These people do not exist"
X Link 2021-11-11T12:43Z 14.5K followers, [---] engagements
"My new copper and tin exploration company in Cornwall. Office is up and running and geological investigations underway"
X Link 2021-11-12T10:05Z 14.5K followers, [---] engagements
"#tin at $40k and looking like next step $50k. For reasons that escape me $AFM shares are for sale at C$1 despite this. Roll on the dividends to come"
X Link 2021-11-24T19:56Z 14.5K followers, [---] engagements
"#Peru #copper # tin #zinc #lead So I tweeted a thread a couple of months back on how the election of a Communist President of Peru would seriously deter future mining investment and put at risk existing production levels"
X Link 2021-11-25T13:09Z 14.5K followers, [---] engagements
"With Chile's presidential election result now confirmed the World's two largest #copper producing countries are now under the sway of hard-left socialists. Higher mining royalties and taxes look inevitable - disincentivising new investment. Long term consequences very likely"
X Link 2021-12-20T12:25Z 14.5K followers, [---] engagements
"I remain limit long of $AFM.v - they still have the best tin mine on the planet. At these #tin prices they are doing +$1m of revenue per day. Nice"
X Link 2022-01-07T14:38Z 14.5K followers, [---] engagements
"Shanghai #tin rampant overnight - Jan22 contract at [-----] - $50700 per tonne How long before LME catches up Not long I think"
X Link 2022-01-12T08:52Z 14.5K followers, [---] engagements
"This thread is loosely about Rudyard Kipling and his poem If. WE ARE AT AN If MOMENT - If you can keep your head when all about you are losing theirs. - Will you be a rabbit in the headlights or have the right portfolio and make the right investment decisions"
X Link 2022-01-22T12:40Z 14.5K followers, [---] engagements
"100% of my portfolio is in metal in the ground. My money is where my mouth is I trust my own judgement I believe in each of the companies I am invested in. Tungsten West $TUN Meridian Mining $MNO Alphamin $AFM"
X Link 2022-01-22T12:40Z 14.5K followers, [---] engagements
"As liquidity dries up and crypto crashes will gold become the new err #gold I am bullish gold for the first time in a decade"
X Link 2022-01-22T17:04Z 14.5K followers, [---] engagements
"Some thoughts on the current markets below. There are once in a generation (or even once in a lifetime) opportunities right now"
X Link 2022-03-03T12:18Z 14.5K followers, [---] engagements
"Conclusions: [--]. STAGFLATION looks very very likely [--]. Commodities remain CHEAP with what is likely to happen. [--]. Metal in the ground is the hedge against inflation. I own only $MNO $AFM $TGA and $TUN giving me leverage to exploration production and strategic metals"
X Link 2022-03-03T12:18Z 14.5K followers, [---] engagements
"#Oil to $200 / bbl #Uranium to $200 / lb #Copper to $25000 / t #Tin to +$100000 / t I will add in: #Alumium to +$5000 /t #Nickel to +$50000 /t All within [--] years. If anything I feel a bit low on some of these"
X Link 2022-03-03T12:24Z 14.5K followers, [---] engagements
"#LME metal price moves unlike anything ever seen before. Correlated fundamentals driven by money printing Ukraine crisis depleted stockpiles and green energy transition demand shock. More to come"
X Link 2022-03-07T02:16Z 14.5K followers, [--] engagements
"#tin - Change of View: I am moving my long term price prediction on tin from the $30k - $35k where I was sat to $50k - $80k. New information has come to light to force me to do so"
X Link 2022-03-07T11:52Z 14.5K followers, [---] engagements
"Hearing rumours from my #LME friends that one #Nickel producer is hedge short [------] tonnes of Ni and looking at a +$5bn marked to market loss"
X Link 2022-03-07T16:38Z 14.5K followers, [----] engagements
"#Nickels move today was like [--] standard deviations. One of the most unlikely events ever in financial market history. A black swan of black swans"
X Link 2022-03-07T19:33Z 14.5K followers, [----] engagements
"@TheLege2 Then you do not understand the mismatch in liquidity of needing to pay billions of dollars in margin calls today versus profits that are years away"
X Link 2022-03-07T19:49Z 14.5K followers, [---] engagements
"The low #Nickel price on this cycle was $8000. The high so far $101k. 14x trough to peak. Low on #copper was $4500. Understand what is possible"
X Link 2022-03-08T07:32Z 14.5K followers, [---] engagements
"#Nickel: I am hearing: Major Nickel producer is the short Short position is 200kt at an average price of $21k Marked-to-market loss is $12bn [--] banks and [--] LME brokers are the counterparties Nothing stopped out yet Margin calls missed"
X Link 2022-03-08T10:44Z 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 2022-03-11T11:30Z 14.5K followers, [---] engagements
"#LME #Nickel Choosing moral bankruptcy over bankruptcy"
X Link 2022-03-11T16:37Z 14.5K followers, [---] engagements
"Just a reminder that the biggest cost of food is diesel"
X Link 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 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 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 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 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 2022-11-21T10:21Z 14.5K followers, [---] engagements
"#Tin the long term build up to the mother of all bull markets (Thread #2)"
X Link 2024-04-08T13:17Z 14.5K followers, 38K 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 2025-10-15T22:17Z 14.5K followers, 14.9K 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 2025-11-05T20:00Z 14.5K followers, 82.9K engagements
"@rachelmillward "Engineers doctors and surgeons do not come from France on a dinghy and throw their medical certificate overboard.""
X Link 2025-11-14T10:39Z 14.5K followers, 29.1K engagements
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