# ![@respeculator Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1279516863613898753.png) @respeculator Respeculator

Respeculator posts on X about copper, in the, $glenl, money the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1279516863613898753/interactions)
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- [--] Week [-------] -10%
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- [--] Year [---------] +59%

### Mentions: [--] [#](/creator/twitter::1279516863613898753/posts_active)
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- [--] Week [--] -31%
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- [--] Year [---] +39%

### Followers: [------] [#](/creator/twitter::1279516863613898753/followers)
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- [--] Week [------] +0.42%
- [--] Month [------] +4.90%
- [--] Months [------] +10%
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### CreatorRank: [-------] [#](/creator/twitter::1279516863613898753/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279516863613898753/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  45% [countries](/list/countries)  11.43% [stocks](/list/stocks)  5.71% [cryptocurrencies](/list/cryptocurrencies)  2.86% [technology brands](/list/technology-brands)  1.43% [social networks](/list/social-networks)  0.71% [travel destinations](/list/travel-destinations)  0.71%

**Social topic influence**
[copper](/topic/copper) #109, [in the](/topic/in-the) 9.29%, [$glenl](/topic/$glenl) #6, [money](/topic/money) #3196, [if you](/topic/if-you) 7.14%, [$stoax](/topic/$stoax) 6.43%, [gas](/topic/gas) #1127, [$whcax](/topic/$whcax) #5, [$minax](/topic/$minax) 6.43%, [gold](/topic/gold) 5.71%

**Top accounts mentioned or mentioned by**
[@sniffrocks](/creator/undefined) [@immayieldguy](/creator/undefined) [@k311126](/creator/undefined) [@realhagetaka](/creator/undefined) [@whoknowsthisman](/creator/undefined) [@rekurencja](/creator/undefined) [@milinkoeterno](/creator/undefined) [@edark94](/creator/undefined) [@mountaingoat672](/creator/undefined) [@yellowlablife](/creator/undefined) [@onslowshipping](/creator/undefined) [@calvinfroedge](/creator/undefined) [@plumfeeler](/creator/undefined) [@bigglesco](/creator/undefined) [@alchemyoffinan1](/creator/undefined) [@tboneal](/creator/undefined) [@ironiccapital](/creator/undefined) [@boronite](/creator/undefined) [@scottnorth64736](/creator/undefined) [@littletreescap](/creator/undefined)

**Top assets mentioned**
[BHP Group Limited (BHP)](/topic/$bhp) [Realio Network (RIO)](/topic/$rio) [CasinoCoin (CSC)](/topic/$csc) [The Macerich Company (MAC)](/topic/$mac) [Peabody Energy Corporation (BTU)](/topic/$btu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Still like the below as a place to hide while the froth comes out of the spec end #aluminium just hit 52wk highs #S32 $GLEN.L Pretty much recycling any capital from small cap torque plays gold names "critical minerals" or pureplays that get a premium into some of these bigger miners 👇. & #S32. it's better than cash and there's a value arbitrage building on the pureplays vs diversifieds which gets Pretty much recycling any capital from small cap torque plays gold names "critical minerals" or pureplays that get a premium into some of these bigger miners 👇. & #S32. it's better than cash and"  
[X Link](https://x.com/respeculator/status/1980914516155339047)  2025-10-22T08:29Z 20.7K followers, 10.9K engagements


"Boolish LNG $STO.AX $WDS.AX and #kingcoal Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk"  
[X Link](https://x.com/respeculator/status/2021057887989375361)  2026-02-10T03:05Z 20.7K followers, [----] engagements


"@rn_lilydale @cat240359 Water king @TheRoyaltyKing"  
[X Link](https://x.com/respeculator/status/2021114878438838586)  2026-02-10T06:51Z 20.7K followers, [---] engagements


"ASX listed mining Cos taken out this year (please add) $NCM (Newmont) $CHZ (Fortuna) $BRB (Ramelius) $OZL (BHP) $NCZ (Sibanye) $NWE (MinRes) $MCR (Wyloo) $WGO (Hancock) $LTR (naaah jks not yet)"  
[X Link](https://x.com/respeculator/status/1658049561062158338)  2023-05-15T09:59Z 20.7K followers, 20.7K engagements


"$BSL.AX were never going to acquire a coal mine fun and games to lock in security of supply. #S32"  
[X Link](https://x.com/respeculator/status/1795228632840847656)  2024-05-27T23:00Z 20.6K followers, [----] engagements


"$STO.AX 👇👇 Santos boss Kevin Gallagher races against time to build a natural gas giant 🏃♂ 📈 The Australian producer aims to boost output 50% ⚠ But its projects at home and abroad are at risk of delay while suitors study a takeover of the undervalued company https://t.co/JlHI52OrPh Santos boss Kevin Gallagher races against time to build a natural gas giant 🏃♂ 📈 The Australian producer aims to boost output 50% ⚠ But its projects at home and abroad are at risk of delay while suitors study a takeover of the undervalued company https://t.co/JlHI52OrPh"  
[X Link](https://x.com/respeculator/status/1809838024148295681)  2024-07-07T06:33Z 20.7K followers, [----] engagements


"$STO.AX going to turn into a huge yield pig once their two major projects come online in 18mths. US$4bn FCF projected below on a US$16bn MCAP (25% FCFy)"  
[X Link](https://x.com/respeculator/status/1826048120893091886)  2024-08-21T00:06Z 20.7K followers, 11.8K engagements


"The story at $STO.AX hasn't changed all that much except for their growth projects that take their LNG heavy portfolio from 80MMboe to 110MMBoe attrib THIS YEAR get closer to commissioning. The stock is getting whacked with sentiment - don't you know there's a global recession around the corner and Trump will drill baby drill. yet here they are receiving around A$100/boe which by my count yields them A$70/boe margins on 110MMboe (A$7.7bn or A$2.36/sh). Cash flow inflection not too far away. https://twitter.com/i/web/status/1874946340989575454"  
[X Link](https://x.com/respeculator/status/1874946340989575454)  2025-01-02T22:30Z 20.7K followers, [----] engagements


"$KAR.AX at 9MMboe vs $BPT.AX at 20MMboe+. A$1.3bn vs A$3.3bn. one 100% Aussie with fully franked dividends vs the other Brazil/US with a buyback. BOTH with short duration Assets. I dunno. i think BPT solve their growth sooner than KAR and if KAR "growth" involves buying a FPSO may god help you all https://twitter.com/i/web/status/1887397891138068691 https://twitter.com/i/web/status/1887397891138068691"  
[X Link](https://x.com/respeculator/status/1887397891138068691)  2025-02-06T07:08Z 20.6K followers, [----] engagements


"Copper plays 12mths ago were batshit crazy the asx for eg (then vs now) $CSC - $12 to $7.50 #29M - 60cps to 14cps $SFR - $10 to $10.70 $AIS - 32cps to 16cps $MAC - $22 to $15 $CYM - 5cps to 2.4cps #A1M - 60cps to 30cps All taken to the woodshed and as they should have. Yet I was told copper stocks only go up and gush cash here over $4/lb. 🧐 These are all getting interesting now btw 👀 Literally none of the major pureplay (ex Ivanhoe) copper miners make money today yet are priced like its $5/lb Au revoir 💀 https://t.co/lmz73ml1si Literally none of the major pureplay (ex Ivanhoe) copper"  
[X Link](https://x.com/respeculator/status/1924787998056710501)  2025-05-20T11:23Z 20.6K followers, 17.8K engagements


"Here we go again perhaps 🤔 thing is way too cheap $STO.AX https://www.afr.com/street-talk/abu-dhabi-s-oil-giant-sets-its-sights-on-santos-mulls-formal-tilt-20250611-p5m6kh https://www.afr.com/street-talk/abu-dhabi-s-oil-giant-sets-its-sights-on-santos-mulls-formal-tilt-20250611-p5m6kh"  
[X Link](https://x.com/respeculator/status/1934157968117051406)  2025-06-15T07:56Z 20.7K followers, [----] engagements


"Couple comments on $STO.AX potential FIRB issues with deal announced today with Abu Dhabi group. A lot of Santos value is in their PNG & Alaskan Assets - so of no national significance for Australia. GLNG other owners are Petronas (27.5%) Total (27.5%) & KOGAS (15%) - none of them are Aussie domiciled so hard to say this Asset is of national significance. Then you have remaining key Aussie domiciled projects in Barossa & Narrabri. Barossa in the courts for years fighting some native title BS about a rainbow serpent and a crocodile man. didnt see Fed govt step in the cut red tape so is of"  
[X Link](https://x.com/respeculator/status/1934530372379042262)  2025-06-16T08:35Z 20.7K followers, 13.6K engagements


"So kind of thinking here that maybe FIRB at worst request $STO.AX carve out the WA dom gas business (worth zero in the scheme of things and likely goes to BPT) and perhaps carve out Narrabri. same as the above. BPT throws up a couple hundred mill for those Assets and the A$30bn deal still closes. trading 16% discount to deal price prob excessive Or am I missing something Couple comments on $STO.AX potential FIRB issues with deal announced today with Abu Dhabi group. A lot of Santos value is in their PNG & Alaskan Assets - so of no national significance for Australia. GLNG other owners are"  
[X Link](https://x.com/respeculator/status/1934539543744741727)  2025-06-16T09:12Z 20.7K followers, [----] engagements


"$WHC.AX may have beat their sand bagged guidance but the ex-BMA Assets don't seem to be performing close to what they told the market when acquiring 2yrs ago. The spread on SSCC to PLV (& relative volumes) and the Blackwater yield (act 76% vs guide 86%) seem to be key drivers. https://twitter.com/i/web/status/1948597164709740740 https://twitter.com/i/web/status/1948597164709740740"  
[X Link](https://x.com/respeculator/status/1948597164709740740)  2025-07-25T04:12Z 20.7K followers, [----] engagements


"$BTU $AAL.L 🧐🧐"  
[X Link](https://x.com/respeculator/status/1950828320557277679)  2025-07-31T07:58Z 20.6K followers, [----] engagements


"🧐🧐 $BTU $AAL.L $BTU $AAL.L 🧐🧐 https://t.co/LfNbWIx6Iz $BTU $AAL.L 🧐🧐 https://t.co/LfNbWIx6Iz"  
[X Link](https://x.com/respeculator/status/1950935245886263439)  2025-07-31T15:03Z 20.6K followers, [----] engagements


"Basically what I was saying below but in table form #metcoal #coaltwitter (Some 'assumptions'/adjustments due to inconsistencies in accounting standards). #coaltwitter All 1HCY25. BMA EBITDA $200m less capex $200m. no money Glencore Aus Coking Coal. EBITDA $130m less capex $70m. no money Glencore Canada. EBITDA $800m less capex $700m. no money. Peabody. EBITDA $5m EBITDA less capex $40m. no money. Anglo. https://t.co/154g9owRis #coaltwitter All 1HCY25. BMA EBITDA $200m less capex $200m. no money Glencore Aus Coking Coal. EBITDA $130m less capex $70m. no money Glencore Canada. EBITDA $800m"  
[X Link](https://x.com/respeculator/status/1960070996880449829)  2025-08-25T20:05Z 20.6K followers, 42.5K engagements


"Some pretty wild figures considering the margins outlined below for H1CY25. 👇 $WHC.AX (MCAP: US$3.7bn 25mtpa = US$150/t) $AMR (MCAP: US$2.0bn 14mtpa = US$143/t) $HCC (MCAP: US$3.2bn 12mtpa* = US$267/t *post ramp) $SMR.AX (MCAP: US$1.1bn 14mtpa = US$78/t 🤔 🤔 Basically what I was saying below but in table form #metcoal #coaltwitter (Some 'assumptions'/adjustments due to inconsistencies in accounting standards). https://t.co/7wskhILHgh Basically what I was saying below but in table form #metcoal #coaltwitter (Some 'assumptions'/adjustments due to inconsistencies in accounting standards)."  
[X Link](https://x.com/respeculator/status/1962307994139717688)  2025-09-01T00:14Z 20.7K followers, 13.3K engagements


"Averaged 100ktpd during August (3.165mt over [--] days) and September (1.355mt over 14days) ie 36.5mtpa. seems pretty important 🤔 $MIN.AX Ashburton Bulk Carrier Departure MinRes $min $min.ax - PROSPER SUNWAITO- 14.09.2025 - 200k MT September [----] Shipped Total - 1355k MT. Ashburton Bulk Carrier Departure MinRes $min $min.ax - PROSPER SUNWAITO- 14.09.2025 - 200k MT September [----] Shipped Total - 1355k MT"  
[X Link](https://x.com/respeculator/status/1967528005036830783)  2025-09-15T09:56Z 20.6K followers, 14.5K engagements


"I think its pretty obvious Onslow is running well north of 35mtpa and likely north of 40mtpa as its not even fully ramped (tbd on wet season impacts). At spot (US$106/t) the operation gets north of A$50/t margin on my math. Or circa A$2bn. $MIN.AX gets 60% of that plus A$12/t CSI/Mining Services margin (A$16/t for every tonne over 40mtpa). So A$1.7bn attrib margin. At A$7.5bn MCAP trades at 4.4x Onslow EBITDA with a 30yr+ mine life. We can whinge about the debt but if the volumes are right youll get $200m contingent $900m carry loan and maybe an additional $1.9bn in attrib FCF from Onslow"  
[X Link](https://x.com/respeculator/status/1969990799560728840)  2025-09-22T05:03Z 20.6K followers, [----] engagements


"Any "froth" in the metals & mining space seems to be isolated to select "critical minerals" plays or to an extent precious metals. Major miners like $BHP $RIO $AAL.L $GLEN.L all trading below their 5yr highs. Hell - if you believe the below $GLEN.L maybe trading at 3.5x EBITDA or completely underwritten by its #copper & marketing divisions. https://twitter.com/i/web/status/1974596638179307626 https://twitter.com/i/web/status/1974596638179307626"  
[X Link](https://x.com/respeculator/status/1974596638179307626)  2025-10-04T22:04Z 20.6K followers, 32.6K engagements


"Theres a definite arbitrage being created where either the market starts pricing Assets per peers/cash flow or some of these companies need to spin out or sell the non market friendly assets and get the multiple rerate. $TECK and $AAL.L both chasing the $FCX or $ANTO.L multiple. dont think theyll be the last if the mispricing continues. https://twitter.com/i/web/status/1975022153839132874 https://twitter.com/i/web/status/1975022153839132874"  
[X Link](https://x.com/respeculator/status/1975022153839132874)  2025-10-06T02:15Z 20.7K followers, [---] engagements


"Play for the meme energy was the correct play. wish I didnt sell so much. tech energy has arrived in the metals space 😳😳😳😳😳 $TMQ To take profits on $TMQ or play for the meme energy ala $LAC 🤔. smooth brain FTW I think 🤔 🦌 https://t.co/3WFBqXazNu To take profits on $TMQ or play for the meme energy ala $LAC 🤔. smooth brain FTW I think 🤔 🦌 https://t.co/3WFBqXazNu"  
[X Link](https://x.com/respeculator/status/1978178423169204632)  2025-10-14T19:17Z 20.7K followers, 11.5K engagements


"What is the bull case for $KAR.AX given the decline rates in Brazil Seems like a massively overpriced 🍋 to me"  
[X Link](https://x.com/respeculator/status/1979783544701677653)  2025-10-19T05:35Z 20.7K followers, [----] engagements


"Dont look now but some of these iron ore miners look red hot. $105/t holding under all the FUD of Simandou and Chyna. $MIN.AX the torque from theyre going under to theyre gona make it to theyre gona print. the deleveraging rerate will happen pretty rapidly at these prices. $FMG -At important [--] year resistance now with multiple gaps above https://t.co/pYHCUwK6Zq $FMG -At important [--] year resistance now with multiple gaps above https://t.co/pYHCUwK6Zq"  
[X Link](https://x.com/respeculator/status/1980930177300562288)  2025-10-22T09:32Z 20.6K followers, 10.8K engagements


"#zinc 👀👀👀 #aluminium 👀 https://t.co/Von4uSWapE #aluminium 👀 https://t.co/Von4uSWapE"  
[X Link](https://x.com/respeculator/status/1981214527283974410)  2025-10-23T04:22Z 20.7K followers, [----] engagements


"Hermosa was purchased for US$1.6bn (100% basis) in [----] dollars. spent [--] years and US$1.7bn on capital. and should print probably US$700m pa for 25-40yrs. One could probably argue its worth the US$8bn EV of #S32 alone. If you look out to [----]. #S32 is producing 20Moz pa of silver through its Cannington (2mtpa @ 180gpt = 11Moz) and Hermosa (4.3mtpa @ 80gpt = 9Moz) operations. Both these mines run at "negative costs" meaning the zinc and lead production pays the bills. so the #silver is the If you look out to [----]. #S32 is producing 20Moz pa of silver through its Cannington (2mtpa @ 180gpt ="  
[X Link](https://x.com/respeculator/status/1981231892856000591)  2025-10-23T05:31Z 20.7K followers, 47.9K engagements


"Full send $1208.HK"  
[X Link](https://x.com/respeculator/status/1981658978942886311)  2025-10-24T09:48Z 20.7K followers, 12.6K engagements


"$WHC.AX and $SMR.AX reported week just gone along with BMA. No one made money. my math says $CRN.AX likely burns US$150m+ for the quarter all else being equal if you account for the below. That would place them at deaths door and why The Australian is reporting they deferred their quarterly results from Thursday and are on the brink of bankruptcy. #coal Please check my numbers here but heres the harsh reality for $CRN.AX Curragh bled cash in [----] at US$296/t PLV and even after backing out the Stanwell rebate it barely broke even. Today PLV is US$180/t. None of their material obligations (ex"  
[X Link](https://x.com/respeculator/status/1982330678051303728)  2025-10-26T06:17Z 20.7K followers, 23.9K engagements


"One good mine can carry many lemons. $1208.HK Full send $1208.HK https://t.co/Xw8hrFGDsm Full send $1208.HK https://t.co/Xw8hrFGDsm"  
[X Link](https://x.com/respeculator/status/1982349211762053157)  2025-10-26T07:30Z 20.6K followers, [----] engagements


"$PLS.AX and $LTR.AX are up 3x in 5mths 🤔 🤔 🤔 #lithium"  
[X Link](https://x.com/respeculator/status/1982361261527777371)  2025-10-26T08:18Z 20.7K followers, 13.6K engagements


"$MIN.AX is the most highly levered lithium play imo yet in some sense it is the least levered as zero of the stock price accounts for the lithium business imo 🧐🧐🧐🧐 https://x.com/respeculator/status/1975804024315388150s=46 $PLS.AX and $LTR.AX are up 3x in 5mths 🤔 🤔 🤔 #lithium https://t.co/0gN6M3xGUX https://x.com/respeculator/status/1975804024315388150s=46 $PLS.AX and $LTR.AX are up 3x in 5mths 🤔 🤔 🤔 #lithium https://t.co/0gN6M3xGUX"  
[X Link](https://x.com/respeculator/status/1982364430823551326)  2025-10-26T08:31Z 20.6K followers, [----] engagements


"$MIN.AX @onslowshipping"  
[X Link](https://x.com/respeculator/status/1982583052808446202)  2025-10-26T23:00Z 20.6K followers, 20.8K engagements


"Didnt get too many responses here. but one to consider. $HGO.AX should produce 15000tpa Cu trades at US$70m so US$4600/t. Not quite the US$50k/t but for good reason. Never thought Id see the day of an UG mine in Aus making sense 1% CuEq but maaaybe this thing has a chance. Is in the Adelaide Hills so drive in workforce (dont need to fly feed & pay site/away from home wages) is maybe 30-40km to port has grid power (they are saying 14c/kWh AUD). The Met seems okay (94% recovery [---] micron grind). None of this probably overcomes the grade in UG mining situation even accounting for good ground"  
[X Link](https://x.com/respeculator/status/1982661384220619127)  2025-10-27T04:11Z 20.7K followers, 24.5K engagements


"Hellava ramp up the past [--] quarters. $MIN.AX"  
[X Link](https://x.com/respeculator/status/1983665784489701774)  2025-10-29T22:42Z 20.6K followers, [----] engagements


"#WA1 raised A$100m @ $17/sh (now $15/sh)"  
[X Link](https://x.com/respeculator/status/1985912207214002239)  2025-11-05T03:29Z 20.7K followers, [----] engagements


"HE CANT KEEP GETTING AWAY WITH THIS @OneMoreif $MIN.AX"  
[X Link](https://x.com/respeculator/status/1986661665027559784)  2025-11-07T05:07Z 20.6K followers, [----] engagements


"$WHC.AX on the below. 🤔🤔 Notice HCC is up 31% ($133/t to $174/t) in 4mths whereas PLV is up 8% ($177/t to $191/t). ie relativity has closed from 75% to 91%. good for those selling this spec coal. sub to thecoaltrader dot com if you want this alpha (not affiliated but cant share w/out) #metcoal https://t.co/IC3CMdbhzh Notice HCC is up 31% ($133/t to $174/t) in 4mths whereas PLV is up 8% ($177/t to $191/t). ie relativity has closed from 75% to 91%. good for those selling this spec coal. sub to thecoaltrader dot com if you want this alpha (not affiliated but cant share w/out) #metcoal"  
[X Link](https://x.com/respeculator/status/1987414275842085240)  2025-11-09T06:57Z 20.7K followers, 10.4K engagements


"The "froth" has likely come out of the "critical minerals" and to an extent precious metals space since the below. the major miners $BHP $RIO $AAL.L $GLEN.L $VALE #S32 all look pretty good tho. grinding higher. Any "froth" in the metals & mining space seems to be isolated to select "critical minerals" plays or to an extent precious metals. Major miners like $BHP $RIO $AAL.L $GLEN.L all trading below their 5yr highs. Hell - if you believe the below $GLEN.L maybe trading at 3.5x https://t.co/eNLZyYyv5t Any "froth" in the metals & mining space seems to be isolated to select "critical minerals""  
[X Link](https://x.com/respeculator/status/1988447454942163068)  2025-11-12T03:23Z 20.6K followers, 15.2K engagements


"MSIP $200m payment secured POSCO $1.2bn payment secured. Onslow nameplate+ secured. I'm honestly shocked anyone is left shorting $MIN.AX on balance sheet concerns (or "governance"). they're getting their nuts squeezed proper. More asset sales on the way after MinRes strikes $1.2bn Posco deal https://t.co/oGfN4x1Un7 via @australian More asset sales on the way after MinRes strikes $1.2bn Posco deal https://t.co/oGfN4x1Un7 via @australian"  
[X Link](https://x.com/respeculator/status/1988480270790783318)  2025-11-12T05:33Z 20.6K followers, [----] engagements


"The last generation of copper mines (ex QB2 Kamoa Quellaveco Cobre Panama). were built in the early 2010's when copper was $4.50/lb then (dont make me inflation adjust that). The oxide cap of these things are almost done. $ANTO.L Centinela mine for example will lose 100ktpa of Cu production as the oxides deplete. and they will need to spend US$4bn in capex to ensure the sulphides can maintain the existing production rate. more crushing more grinding means more power and fresh water. things that are scarce in a desert at 4000m altitude. sure they capture the byproducts like gold and moly which"  
[X Link](https://x.com/respeculator/status/1989908741635150333)  2025-11-16T04:09Z 20.6K followers, 25.9K engagements


"@onslowshipping @k311126 @DerekFranc90653 What about Moz"  
[X Link](https://x.com/respeculator/status/1991363325092044872)  2025-11-20T04:29Z 20.6K followers, [----] engagements


"Since the last bid 18mths ago Anglo $AAL.L has - sold/demerged the PGM business at the bottom of the PGM market - had an ignition event at their flagship met coal operation which caused a sale/exit to fall over (MAC) - incurred large write downs on their diamond business with still no line of sight to an exit there - done nothing to materially repair their balance sheet outside attempt a merger with $TECK at somewhat questionable terms 🤔🤔🤔 BHP Group made a renewed takeover approach to Anglo American in the past few days sources say https://t.co/e8Q1b9KpDI BHP Group made a renewed takeover"  
[X Link](https://x.com/respeculator/status/1992685029378633840)  2025-11-23T20:01Z 20.6K followers, 11K engagements


"I may have actually top ticked this with the full send call 😅😅😅. down 8% since given market volatility. If there's one miner that thrives with market volatility it is these guys tho. so plz go back up now 🤞🤞 $GLEN.L Full send $GLEN.L 🚀 https://t.co/9A1XueMAJE Full send $GLEN.L 🚀 https://t.co/9A1XueMAJE"  
[X Link](https://x.com/respeculator/status/1992878377448186365)  2025-11-24T08:50Z 20.7K followers, [----] engagements


"Who'd have thought intermittent energy like that from rEnEwAbLeS would be unreliable. 🤡🤡 $LYC.AX"  
[X Link](https://x.com/respeculator/status/1993087902478483575)  2025-11-24T22:42Z 20.6K followers, 15.4K engagements


"The Chinese got into international mining not all that long ago - Zijin (recent IPO) MMG CMOC jiangxi et al. Never really saw much from the Indians yet. but like China their population are hungry for raw materials. Vedanta doing a few copper things in Zambia and Adani JFE Coal India et al been doing some coal things They seem to be floating around SE Asian mineral projects tho 🤔 🧐🧐 https://twitter.com/i/web/status/1993226423004545058 https://twitter.com/i/web/status/1993226423004545058"  
[X Link](https://x.com/respeculator/status/1993226423004545058)  2025-11-25T07:53Z 20.6K followers, [----] engagements


"@OG_TINBARON @Edark94 @HesperianMetals Thought about doing this too. but every damn day the tungsten price goes up tho. so you may get caught chasing. Whether theres a raise or not (Im with you on that) I think this is printing come 2Q26. and should it be the stock is much higher from here. raise or not"  
[X Link](https://x.com/respeculator/status/1993711159489462567)  2025-11-26T15:59Z 20.7K followers, [---] engagements


"The Kazzinc #gold Assets have a M&I resource of 63mt @ 2.2g/t for 4.5Moz. And Kazzinc as a whole produces 0.6Mozpa. (and probably the gold price is the margin given the co-products pay the bills). Id be disappointed if this didnt trade at US$10bn+ (100% basis). $GLEN.L"  
[X Link](https://x.com/respeculator/status/1995356113836142597)  2025-12-01T04:55Z 20.6K followers, [----] engagements


"The biggest comeback story of [----] was $MIN.AX. from A$2.5bn MCAP (with A$6bn net debt) in May to probably ending the year with A$12bn MCAP and A$3.5bn net debt with a path to net cash and ATHs in [--] (commodity px dependent). Cyclical markets can make anyone look like a genius or a clown. Some thoughts on $MIN.AX. These guys are A-class mine builders innovators and engineers over a long period. don't know if you can say the same about their road building ability or governance - but lets park that. They're taking a huge punt on the Onslow iron ore project. https://t.co/58kYqOhKeu Some thoughts"  
[X Link](https://x.com/respeculator/status/2004788996019552293)  2025-12-27T05:38Z 20.7K followers, 12K engagements


"Coking coal is $210/t today. $SMR.AX maybe $160/t ASP (76%). Costs $95/t capex $10/t royalty $20/t = margin $35/t x 14mtpa = $500m pa. 900m SOI x A$2.40 x 67c FX = $1.5bn MCAP. Net cash/debt negligible. So trades at 3x cash flow. At a price that is eating into the cost curve. 🤷♂🤷♂"  
[X Link](https://x.com/respeculator/status/2006937104924946487)  2026-01-02T03:54Z 20.6K followers, 21.9K engagements


"Indonesia is a HUGE supplier of commodities but often at the expense of their own land. Tearing down the Borneo/Kalimantan rainforests for coal & palm oil dredging the ocean floor of the belitung & Bangka islands to gather tin and ripping up forests in Sulawesi for Nickel. A lot of the spoils from these resources have gone to a handful of people (and not the govt/taxpayer). So the average voter must be pissed. If Prabowo is serious on cracking down on bad practices and illegal mining as he appears to be then you have yet another commodity supply headwind. More than [--] million hectares have"  
[X Link](https://x.com/respeculator/status/2008008253264060838)  2026-01-05T02:50Z 20.7K followers, 15.1K engagements


"Low grade copper comes into play at these prices. $ALM.AX project has 2Mt contained copper and $CVV.AX 3Mt - both around 0.25% grade (A$50/t insitu at A$20k/t Cu) CVV is A$250m and ALM is A$25m though. 🤔 seems a stupid price delta (even if ALM own 70% interest and is earlier stage) and ALM exec chairman appears to agree having purchased $200k worth of stock on market so far in [----] 👀 https://twitter.com/i/web/status/2011253649935384993 https://twitter.com/i/web/status/2011253649935384993"  
[X Link](https://x.com/respeculator/status/2011253649935384993)  2026-01-14T01:46Z 20.6K followers, [----] engagements


"$8k/t #copper margin on a $13k/t spot px (with next to no smelter charges). Maybe below tallys US$12bn. Met coal is now $240/t PLV. Between EVR & Aus does US$3bn here Thermal another US$3bn So close to US$20bn EBITDA on a US$75bn MCAP w/ takeover bid in the works $GLEN.L 🤔 $GLEN.L Be making $6k/t on a $11k/t copper px ($4bn) Marketing at 1.7% margin on $200bn of trade is $3.4bn And lets not forget kazzinc which whilst does 200kt Zn ($500m) does 600koz Au ($2.4bn).maybe printing $2.6bn+ today. Total: $10bn. MCAP $55bn oh and they have $GLEN.L Be making $6k/t on a $11k/t copper px ($4bn)"  
[X Link](https://x.com/respeculator/status/2011736516117307830)  2026-01-15T09:45Z 20.7K followers, [----] engagements


"@JobsonGrowthe1 @calvinfroedge Once Pikka comes online THIS quarter and ramps. think it's probably 120MMbbl/yr at something like US$25/bbl cash flow breakeven. Cash flow inflection here from these two big projects sucking capital to spitting out cash is going to be big. $STO.AX"  
[X Link](https://x.com/respeculator/status/2014117031172620556)  2026-01-21T23:24Z 20.7K followers, [----] engagements


"Imagine just imagine you had a tungsten project. in the Iberian pyrite belt. where most of the worlds tungsten lives. Youre sloppy ur lazy. you sit on it. Its easy to mine you can shine a glow stick on it. Folks in the Yukon beat you to market for FUCKS SAKE. What do you say to ur investooors @plumfeeler 🤔 https://twitter.com/i/web/status/2014963845601857876 https://twitter.com/i/web/status/2014963845601857876"  
[X Link](https://x.com/respeculator/status/2014963845601857876)  2026-01-24T07:29Z 20.7K followers, [----] engagements


"Update re $MLX.AX portfolio management $TAM.AX is now 10cps $ELT.AX is now 44cps #1SN is now 18p Checkmate mfers 🐐🐐🐐 Think i'm gona give my shitco money to $MLX.AX $TAM.AX . 3cps to 6cps $ELT.AX. 8.5cps to 17.5cps #1SN. 4p to 6p Phenomenal capital management. 😅 https://t.co/tYSNRxmxdH Think i'm gona give my shitco money to $MLX.AX $TAM.AX . 3cps to 6cps $ELT.AX. 8.5cps to 17.5cps #1SN. 4p to 6p Phenomenal capital management. 😅 https://t.co/tYSNRxmxdH"  
[X Link](https://x.com/respeculator/status/2016044721878270187)  2026-01-27T07:04Z 20.6K followers, 10.1K engagements


"I was 100% joking here butttttt. for something ur paying zero for that option is worth a bit #S32 If you look out to [----]. #S32 is producing 20Moz pa of silver through its Cannington (2mtpa @ 180gpt = 11Moz) and Hermosa (4.3mtpa @ 80gpt = 9Moz) operations. Both these mines run at "negative costs" meaning the zinc and lead production pays the bills. so the #silver is the If you look out to [----]. #S32 is producing 20Moz pa of silver through its Cannington (2mtpa @ 180gpt = 11Moz) and Hermosa (4.3mtpa @ 80gpt = 9Moz) operations. Both these mines run at "negative costs" meaning the zinc and lead"  
[X Link](https://x.com/respeculator/status/2016071814783639562)  2026-01-27T08:52Z 20.7K followers, [----] engagements


"@BigglesCo Looks half interesting but yeah Val is blowing out. $SRZ.AX A$100m. the laggard with similar style project to SKY is $CPN.AX"  
[X Link](https://x.com/respeculator/status/2016091964995993772)  2026-01-27T10:12Z 20.6K followers, [----] engagements


"@realhagetaka Improved their cash balance because they drew down on a new US$265m working capital facility from Stanwell. I notice they removed the net debt reconciliation table 🚩. if my table below is right they burnt US$190m but there's no way to confirm until financials"  
[X Link](https://x.com/respeculator/status/2016271402710822980)  2026-01-27T22:05Z 20.6K followers, [----] engagements


"@mountaingoat672 Would imagine good. no major investor in Greentech wants to be take off the boards and have no easy access to capital/liquidity. think MLX take one last stab before delisting in March I believe"  
[X Link](https://x.com/respeculator/status/2016452477055537491)  2026-01-28T10:05Z 20.6K followers, [---] engagements


"Yep. #gold is flogging gold miners YTD. all that added risk for inferior returns. pathetic really"  
[X Link](https://x.com/anyuser/status/2016680191192682774)  2026-01-29T01:10Z 20.7K followers, 24.7K engagements


"I'm no technical anal-yst. but isnt this just like text book touch it a few times. tease it reload then rip #copper"  
[X Link](https://x.com/respeculator/status/2016747771802636353)  2026-01-29T05:38Z 20.7K followers, [----] engagements


"No one gloating about a 10% move in the stock price today but the dump on US critical minerals funding being supposedly rugged to the dip buy was seriously impressive $EQR.AX"  
[X Link](https://x.com/respeculator/status/2016759437265174987)  2026-01-29T06:24Z 20.7K followers, [----] engagements


"If you dont think copper can do $4/lb to $8/lb when gold just did $2k to $5.5k you havent been watching . les goh LME copper trading at a new all time high this morning at $14125 per tonne LME copper trading at a new all time high this morning at $14125 per tonne"  
[X Link](https://x.com/respeculator/status/2016790289885941786)  2026-01-29T08:27Z 20.6K followers, 15.3K engagements


"@AlchemyofFinan1 @k311126 Please point to the bhp accounts where they made a dollar out of the oz minerals acquisition that was a horrible buy but price covers all"  
[X Link](https://x.com/respeculator/status/2016795708519780486)  2026-01-29T08:49Z 20.7K followers, [---] engagements


"Copper miners when the #copper price goes uptake note goldies Yep. #gold is flogging gold miners YTD. all that added risk for inferior returns. pathetic really https://t.co/2PBAHhjIYZ Yep. #gold is flogging gold miners YTD. all that added risk for inferior returns. pathetic really https://t.co/2PBAHhjIYZ"  
[X Link](https://x.com/respeculator/status/2016829871440482411)  2026-01-29T11:04Z 20.6K followers, 11.4K engagements


"@calvinfroedge The math is fairly straight-forward. The expansion and amendment of the processing plant (US$250m capex) will unlock a lot of new ore which is lower strip higher grade and better recovery"  
[X Link](https://x.com/respeculator/status/2018377174479470835)  2026-02-02T17:33Z 20.7K followers, [----] engagements


"Hand everyone a job and many become unproductive (looking at you NDIS etc). Having the threat of unemployment forces workers to be more productive with their time. Key cause of inflation is everyone has become less productive - costs more to produce the same goods/services. No time to reward the lazy. https://twitter.com/i/web/status/2018503175318515934 https://twitter.com/i/web/status/2018503175318515934"  
[X Link](https://x.com/respeculator/status/2018503175318515934)  2026-02-03T01:53Z 20.6K followers, [----] engagements


"What's not included in the below though is transaction costs - which include. [--]. A$363m Stamp duty on acquisition from BMA [--]. A$151m Income tax on gain on sale to Nippon/JFE [--]. A$80m on advisors costs (bankers & lawyers) [--]. A$170m in "transition costs" (effectively changing over IT systems) There's near on A$800m of expenses just for the Assets to change hands. Outrageous $WHC.AX Two year anniversary of $WHC.AX Blackwater & Daunia acquisition coming up. looks to me on below math that contingent will be smalls (US$60m). M&A costs (net of sell down) to the [--] year anniversary are A$3bn (excl"  
[X Link](https://x.com/respeculator/status/2018540599708967198)  2026-02-03T04:22Z 20.6K followers, [----] engagements


"WATCH AND LEARN 🐐 🐐 @shirogane0906 I said we might see a bit more weakness on Monday but then a sharp reversal to new highs in the weeks and months ahead. @shirogane0906 I said we might see a bit more weakness on Monday but then a sharp reversal to new highs in the weeks and months ahead"  
[X Link](https://x.com/respeculator/status/2018610074323939447)  2026-02-03T08:58Z 20.6K followers, [----] engagements


"Glencores African mines made US$2.2bn in [----] before falling to the US$195m in [----]. Key to this move is cobalt price which moved from $24/lb (and 90% payability) to $15/lb (and 50% payability). So payable pricing moved from $22/lb to $7.50/lb. They produce 40ktpa of a 200ktpa cobalt market (20% market share). A $14/lb or $30000/t shift in price is $1.2bn in margin. Today we are back at $24/lb (no idea on payabilities) albeit with a quota system on exports. With copper at $13k/t youd expect these mines to be quite profitable but it seems this is a cobalt supply security play."  
[X Link](https://x.com/respeculator/status/2018753077738930367)  2026-02-03T18:26Z 20.6K followers, [----] engagements


"So $COPX is forced to buy $SCCO stock when inflows come into that ETF (is 5% of holdings). BUT. there's no freefloat on the stock or something like 7% "freefloat" which is tightly held by institutions. Q - is $SCCO going to full meme if $COPX inflows keep ramping given no/limited sellers of the stock It's already surpassed BHP & RIO in MCAP. what is to stop this thing going full send @Digcapital1 https://twitter.com/i/web/status/2018889840033738785 https://twitter.com/i/web/status/2018889840033738785"  
[X Link](https://x.com/respeculator/status/2018889840033738785)  2026-02-04T03:30Z 20.7K followers, [----] engagements


"@toiletkingcap @TinFormer_News Is it in any other ETFs tho"  
[X Link](https://x.com/respeculator/status/2018893042984575071)  2026-02-04T03:43Z 20.6K followers, [---] engagements


"Were so back 😤😤 #kingcoal"  
[X Link](https://x.com/respeculator/status/2018908860728451312)  2026-02-04T04:45Z 20.6K followers, [----] engagements


"Think 👇is right. [--] figures. $STO.AX [--]. A$8.90/sh - the price they were bid at 8mths ago [--]. A$7.10/sh - book value (cost of what they have built in past few years. would now be double) [--]. US$10bn gross capex expended on Barossa and Pikka projects (STO 50%) over past 3-4yrs. Barossa shipped first LNG cargo last week Pikka due for first crude sales this quarter. $STO.ax trend change https://t.co/iYFXeNJrRf $STO.ax trend change https://t.co/iYFXeNJrRf"  
[X Link](https://x.com/respeculator/status/2018937444952101089)  2026-02-04T06:39Z 20.7K followers, 13.3K engagements


"9mths later. $CSC - $7.50 - $19 #29M - 14cps to 47cps $SFR - $10.70 to $20 $AIS - 32cps to 62cps $MAC - $15 to $19 Before being taken out $CYM - 24cps to 56cps #A1M - 30cps to 65cps #copper has been a helluva place the past 9mths and dont let the gold bugs say otherwise Copper plays 12mths ago were batshit crazy the asx for eg (then vs now) $CSC - $12 to $7.50 #29M - 60cps to 14cps $SFR - $10 to $10.70 $AIS - 32cps to 16cps $MAC - $22 to $15 $CYM - 5cps to 2.4cps #A1M - 60cps to 30cps All taken to the woodshed and as they should have. Yet I Copper plays 12mths ago were batshit crazy the asx"  
[X Link](https://x.com/respeculator/status/2018940865889403332)  2026-02-04T06:53Z 20.7K followers, [----] engagements


"@Tbone_Al @Will_UKing I think Mr Gallagher is akin to Mr Ellison from all reports (they are apparently good friends). Was a revolving door there for a while at the MIN board and snr mgmt . my way or the highway probably rings true. Hopeful Gallagher brings home the bacon like CE"  
[X Link](https://x.com/respeculator/status/2018943740589842631)  2026-02-04T07:04Z 20.6K followers, [---] engagements


"@realhagetaka @GardnerRhod @AlchemyofFinan1 28/29/30 is when you will start to see actual supply start to drop out as mines deplete (Clermont Oaky Creek Mt Arthur). cant see the same happening for power-stations and steel mills. and new coal mines Never heard of em"  
[X Link](https://x.com/respeculator/status/2018945025762312493)  2026-02-04T07:09Z 20.6K followers, [---] engagements


"Another uranium restart struggling to ramp up $LOT.AX"  
[X Link](https://x.com/respeculator/status/2019189682110886079)  2026-02-04T23:21Z 20.7K followers, [----] engagements


"Batteries kill themself (dog eating its tail). AGLs Liddell 500MW/1000MWh battery is estimated to cost A$750m. Thats a brownfield site with transmission infrastructure all established. A greenfield site could cost A$1bn. Max cycle here Id argue is 1000MWh x [---] days x 20yrs is 7.3TWh. A$1bn/7.3TWh is A$137/MWh. Thats the breakeven arbitrage required ignoring energy losses in change/discharge cycle maintenance cooling and cost of capital (inc time value of money). You flatten the pricing vol and these things make no economic sense (unsubsidised)."  
[X Link](https://x.com/respeculator/status/2019341655707705495)  2026-02-05T09:25Z 20.6K followers, [---] engagements


"@overjumped_ Lot of complaints when they did that raise. but you gotta feed the ducks 🦆🦆🦆"  
[X Link](https://x.com/respeculator/status/2019590500244926766)  2026-02-06T01:54Z 20.6K followers, [----] engagements


"For as good of a year as [----] was for #copper . Codelco still burnt US$1.25bn FCF over the first 9mths. an improvement on the US$1.75bn burn over the same period in [----] but nonetheless it highlights the incentive price needs to be higher. That US$4-5bn pa capex is required for them to fight geology to stand still. https://twitter.com/i/web/status/2019650801711661250 https://twitter.com/i/web/status/2019650801711661250"  
[X Link](https://x.com/respeculator/status/2019650801711661250)  2026-02-06T05:54Z 20.6K followers, [----] engagements


"There is no inflation like geological inflation. if the ore gets deeper and the metal content halves. you're gona have a bad time. I'm still baffled this company trades where it does given the deterioating geology and the small fact it has not generated any FCF for the past decade $AIS.AX https://twitter.com/i/web/status/2019652683427406259 https://twitter.com/i/web/status/2019652683427406259"  
[X Link](https://x.com/respeculator/status/2019652683427406259)  2026-02-06T06:01Z 20.7K followers, [----] engagements


"I dunno. they are there to fill the Chilean coffers and employ Chileans - they are doing the latter well not the former. Collaboration with others on the Andes (Argentina Colombia etc) who have better rocks seems logical given the rich mining history and skillset of workers Codelco possesses. https://twitter.com/i/web/status/2019659831079272547 https://twitter.com/i/web/status/2019659831079272547"  
[X Link](https://x.com/respeculator/status/2019659831079272547)  2026-02-06T06:30Z 20.6K followers, [---] engagements


"@Dream_S14 They can't breakeven from FCF perspective at $5.50 with operating mines. throw in a US$10-$15bn+ capex bill to build a mine along with the $1bn and 10yrs to drill it out and permit it. well north of that"  
[X Link](https://x.com/respeculator/status/2019660274207440917)  2026-02-06T06:31Z 20.6K followers, [---] engagements


"Steel production per year is circa 2btpa. Means demand for your "typical" 60% iron ore is probably 3btpa+. Maybe 1.2btpa comes out of the Pilbara between BHP RIO FMG MIN & Hancock. add in Vale maybe we are at 1.6btpa🤷♂ BTW - none of those players set the price. its the higher cost players in the cost curve. Price is set at the margin. 120mtpa on a 3btpa market is 4% (maybe 5% grade adjusted). Yeah it'll slot in cost wise toward the lower end. But what's the "marginal" tonne gona do There's a lot of hate on iron ore pricing for various reasons. calling out WA govt to drop red tape cos their"  
[X Link](https://x.com/respeculator/status/2019670738962387304)  2026-02-06T07:13Z 20.7K followers, [----] engagements


"@Tbone_Al Nothing is certain in life. bar taxes and ka ying rising winning. but that paid you maybe $1.05. this will pay a few bags if the ifs buts and maybes work out"  
[X Link](https://x.com/respeculator/status/2020769502523544018)  2026-02-09T07:59Z 20.7K followers, [---] engagements


"What PE strip out Theyve poured hundreds of millions into the Assets in order to optimise and modernise. Im sure the plan was to take a couple of poorly managed and capital starved Assets (which they both were) and optimise followed by IPO/sale. Didnt work out how they envisaged but sometimes thats life. https://twitter.com/i/web/status/2020780453989691568 https://twitter.com/i/web/status/2020780453989691568"  
[X Link](https://x.com/respeculator/status/2020780453989691568)  2026-02-09T08:42Z 20.7K followers, [---] engagements


"Looks like all the #tungsten chads have moved into #vanadium . so I guess I will join. Completely wiped out sector with the only other major ex China producer (I think) Bushveld getting liquidated last year. Pls dont happen to Largo $LGO $LGO @largo_inc Retake of the neckline as investors take note of their strategic position to the US for Vanadium supply off a Dept Of Defence intention to award "In summary no companies other than Largo & US Vanadium are qualified to produce Aerospace Grade Vanadium Pentoxide" https://t.co/yBFRYJotsE $LGO @largo_inc Retake of the neckline as investors take"  
[X Link](https://x.com/respeculator/status/2020961646496321864)  2026-02-09T20:42Z 20.7K followers, 18.5K engagements


"@whoknowsthisman Saw this. seems like a big deal and a big part of the [---] Bcf target. Not going to help east coast gas shortage"  
[X Link](https://x.com/respeculator/status/2021005143555309978)  2026-02-09T23:35Z 20.7K followers, [---] engagements


"@ironic_capital Seems decisions just became a little easier for $BPT.AX whose been quite vocal on looking for a dance partner on east coast gas"  
[X Link](https://x.com/respeculator/status/2021030462609817975)  2026-02-10T01:16Z 20.7K followers, [----] engagements


"Some interesting tidbits on the recent #29M equity raise presentation regarding Capricorn Copper. - They expect TSF approvals and FID by end of CY26 - Restart capex is estimated at A$200-250m and 12-24mths (TSF water treatment plant remediation) - They are potentially looking at a minority interest sell down (noting recent deals done at Copper World Santo Domingo and Winu) On my guess this Asset will generate A$200m pa so is 1yr payback. Fair lump of a fail on my [----] estimates (& 26') on below tweet for #29M given a number of seismic events delaying access to high grade ores at Golden Grove."  
[X Link](https://x.com/respeculator/status/2021055913294168095)  2026-02-10T02:57Z 20.7K followers, [----] engagements


"@boronite The helium chad is @SpecificRisk"  
[X Link](https://x.com/respeculator/status/2021113251791241568)  2026-02-10T06:45Z 20.7K followers, [---] engagements


"Dunno about Endurance or Endura or whatever - but all the others mentioned have something in common - theyre all in Mt Isa. Glencore have been active in Mt Isa for ages. They own and operate the only copper smelter in the region and only one of two in Australia (with Olympic Dam). Glencore own and operate a copper refinery in Townsville. How the metals business works is miners produce a concentrate - which then gets smelted and refined into something that can be used (copper metal). Typically the downstream smelter/refiner (Glencore here) enters into offtake to convert concentrate to metal"  
[X Link](https://x.com/respeculator/status/2021126083907604639)  2026-02-10T07:36Z 20.7K followers, [----] engagements


"@TheFinCurator Ive no idea on oil and gas exploration mate. both fields seem to be prospective but have some challenges. @ironic_capital is ur guy"  
[X Link](https://x.com/respeculator/status/2021134652568936728)  2026-02-10T08:10Z 20.7K followers, [---] engagements


"@end_share Glencore wanted to close the smelter due to economics and also are closing their mt isa mine due to economics. Labour unions and workers in general never understand why a company needs to make a profit and therefore always throws hate toward those companies. Nothing new"  
[X Link](https://x.com/respeculator/status/2021141297776456014)  2026-02-10T08:36Z 20.7K followers, [---] engagements


"$AGL.AX vs $ORG.AX. both electricity utilities in Aus (ORG also w/ export LNG business) some gap in the past few months. 🤔🤔"  
[X Link](https://x.com/respeculator/status/1946848008152490019)  2025-07-20T08:21Z 20.7K followers, [----] engagements


"Everything is coming up Milhouse for Glencore $GLEN.L Cobalt is back in vogue their copper Assets have become strategic - being pursued by both US govt and Rio Tinto. Coal prices are bouncing hard off the bottom (NEWC $90-$120 PLV $180-$250) even nickel and zinc look good. And the pricing volatility we are witnessing in metals markets Id wager that Glen Marketing is profiting handsomely from that volatility @wmthomson22 Glencores African mines made US$2.2bn in [----] before falling to the US$195m in [----]. Key to this move is cobalt price which moved from $24/lb (and 90% payability) to $15/lb"  
[X Link](https://x.com/respeculator/status/2018794079543554198)  2026-02-03T21:09Z 20.7K followers, [----] engagements


"Some are saying the lead time on a gas turbine is [----]. 🤯 can anyone confirm And no not you grok"  
[X Link](https://x.com/respeculator/status/2016077226773774460)  2026-01-27T09:14Z 20.7K followers, [----] engagements


"@climate_is_ok Perhaps some of it falls into that basket but having seen outcomes from the likes of Accenture and SAP - you pay an awful lot for not much. Just look at the new BOM website 💩"  
[X Link](https://x.com/respeculator/status/2018588231332499926)  2026-02-03T07:31Z 20.7K followers, [---] engagements


"Rough math $YAL.AX. 40mtpa @ A$50/t EBITDA margin. A$2bn EBITDA. Capex A$600m tax A$400m. FCF A$1bn or 13.3% yield on the A$7.5bn MCAP today. It then has A$2bn cash to plough into degenerate M&A in what is a pretty beat up coal cycle so prob not going to do too much damage. 🤷♂🤷♂ https://twitter.com/i/web/status/1958016513195315502 https://twitter.com/i/web/status/1958016513195315502"  
[X Link](https://x.com/respeculator/status/1958016513195315502)  2025-08-20T04:01Z 20.7K followers, [----] engagements


"Some of the finest technical analysis you will ever come across. +20% in past month. and chart is saying its only just getting started $SMR.AX Are we breaking out son $SMR.AX 🧐 https://t.co/spgELWBMQ4 Are we breaking out son $SMR.AX 🧐 https://t.co/spgELWBMQ4"  
[X Link](https://x.com/respeculator/status/2011232884758327330)  2026-01-14T00:24Z 20.7K followers, 10.3K engagements


"A$4bn company makes A$400m FCF a/tax (ie 10% yield). FOR THE QUARTER (and at a gold price that's 23% below spot). *not held $WAF.AX"  
[X Link](https://x.com/respeculator/status/2016266151077253359)  2026-01-27T21:44Z 20.7K followers, 36.5K engagements


"@StripRatio Didnt even see the first one. They are useless with announcements/ messaging"  
[X Link](https://x.com/respeculator/status/2021372778843340999)  2026-02-10T23:56Z 20.7K followers, [---] engagements


"@SniffRocks @ImmaYieldGuy @rekurencja A lot of letters of support written for various projects. Big difference to cash received"  
[X Link](https://x.com/respeculator/status/2021716769048838465)  2026-02-11T22:43Z 20.7K followers, [---] engagements


"@SniffRocks @ImmaYieldGuy @rekurencja Yeah and neither of those other deposits have cobalt or scandium 🤦♂"  
[X Link](https://x.com/respeculator/status/2021755955973959820)  2026-02-12T01:19Z 20.7K followers, [---] engagements


"How is a company that makes $1.8bn annualised worth A$3.6bn EV Coal. Im buying the shit out of this $NHC.AX"  
[X Link](https://x.com/respeculator/status/1660428622572945408)  2023-05-21T23:33Z 20.7K followers, 23.5K engagements


"$YAL.AX dividend. I kind of think the over/under is 50cps Im on the OVER with @plumfeeler LFG 🚀 join the braintrade if $WHC.ax can do well so can $YAL.ax [------] iq brainpower says it will outperform and have a divvy. ur news here first at PLUM NEWS DAWT COOM join the braintrade if $WHC.ax can do well so can $YAL.ax [------] iq brainpower says it will outperform and have a divvy. ur news here first at PLUM NEWS DAWT COOM"  
[X Link](https://x.com/respeculator/status/1892431503138980155)  2025-02-20T04:30Z 20.7K followers, 12.1K engagements


"Lot of things to like about $NHC.AX. Well managed and friendly shareholder returns policy given major shareholder. Great growth as New Acland and Maxwell ramp ups take attrib sales from 10mtpa to 15.5mtpa over next 2yrs. And importantly - a significant cost advantage vs peers across all three of their mines due to geology significant sunk infrastructure and royalty arrangements. Will see what thermal does - this is more quality than torque. Nice Break of structure on the weekly for $NHC.AX we might be starting an uptrend again. After [--] years of nothing finally :) https://t.co/Hp5zjzHDlL Nice"  
[X Link](https://x.com/respeculator/status/2014061154503647367)  2026-01-21T19:42Z 20.7K followers, 10K engagements


"Two year anniversary of $WHC.AX Blackwater & Daunia acquisition coming up. looks to me on below math that contingent will be smalls (US$60m). M&A costs (net of sell down) to the [--] year anniversary are A$3bn (excl taxes) with a maximum A$650m remaining in year [--]. Offset by A$1.1bn FCF over first [--] years from the mines. Fair chance this thing is paid off in year [--] imo - not bad for 50yr Assets. https://twitter.com/i/web/status/2018478015626510657 https://twitter.com/i/web/status/2018478015626510657"  
[X Link](https://x.com/respeculator/status/2018478015626510657)  2026-02-03T00:13Z 20.7K followers, 17.2K engagements


"@SniffRocks @ImmaYieldGuy @rekurencja Why dont Sumitomo just pay First Quantum peanuts (relative to building new) to restart the Ravensthorpe HPAL unit if they are in dire need of nickel Plenty of life there"  
[X Link](https://x.com/respeculator/status/2021726641236713765)  2026-02-11T23:22Z 20.7K followers, [---] engagements


"Murrin Murrin is a 4mtpa throughput (1% Ni grading) HPAL in WA. Ravensthorpe is a 3mtpa throughput (1% Ni grading) HPAL in WA. Ardea is a proposed 3-3.5mtpa throughput (0.75% Ni grading) HPAL in WA. You keep telling yourself #3 isn't a 3rd-4th quartile cost operation like #1 & #2"  
[X Link](https://x.com/respeculator/status/2021752668075831400)  2026-02-12T01:06Z 20.7K followers, [---] engagements


"@Milinkoeterno Have done sir 🫡 very interesting"  
[X Link](https://x.com/respeculator/status/2021788734614847747)  2026-02-12T03:29Z 20.7K followers, [---] engagements


"@ScottNorth64736 I like $TLO.TO (US Ni production plus great development) $CTM.AX (best in class Ni Sulphide) $GLEN.L (winning in everyway) $FM.TO (copper with decent 40ktpa Ni sulphide mine plus Ravensthorpe restart option) and $ECOR.L (West Musgrave and Brazil Piaui options)"  
[X Link](https://x.com/respeculator/status/2021855137866952875)  2026-02-12T07:53Z 20.7K followers, [---] engagements


"The #silver APES are back in town 🦧🦧🦧🚀🚀🚀🚀"  
[X Link](https://x.com/anyuser/status/1792414174561407411)  2024-05-20T04:36Z 20.7K followers, 12.4K engagements


"Literally none of the major pureplay (ex Ivanhoe) copper miners make money today yet are priced like its $5/lb Au revoir 💀"  
[X Link](https://x.com/anyuser/status/1821150678980362699)  2024-08-07T11:45Z 20.7K followers, 27.5K engagements


"$WHC.AX had acquired 15mtpa of met coal for US$2.1bn upfront plus U$1.1bn trailing and US$0.9bn contingent. They have now acquired 11mtpa of met coal for US$1bn upfront plus trailing and contingent. That US$1bn upfront was done with 10% debt. The trailing is at zero interest. If you cant appreciate this financial engineering and what it does for RETURN ON EQUITY. 🤷♂ https://twitter.com/i/web/status/1826419092338999418 https://twitter.com/i/web/status/1826419092338999418"  
[X Link](https://x.com/anyuser/status/1826419092338999418)  2024-08-22T00:40Z 20.7K followers, 62.7K engagements


"NEWC is $150/t Dumb math says $GLEN.L is doing 100mtpa @ $60/t margin here on their thermal coal business ($6bn) 35mtpa @ $85/t margin on the met coal business ($3bn) 2% margins on $200bn of trade in their marketing division ($4bn) And $7bn in metals (call it $2.3/lb margin on 3bn lb CuEq) Total: US$20bn MCAP: US$65bn 🤔 https://twitter.com/i/web/status/1846491854965178781 https://twitter.com/i/web/status/1846491854965178781"  
[X Link](https://x.com/anyuser/status/1846491854965178781)  2024-10-16T10:02Z 20.7K followers, 24K engagements


"Theres a good chance that Northern Star which is A$30bn post DEG merge made less cash this quarter with gold at all time highs than Yancoal when coal is reaching [--] year lows. $NST.AX $YAL.AX. we are all parked in the recession camp roofs gold camp but if energy doesnt go to zero theres many a bargain all round 🤔🤔 https://twitter.com/i/web/status/1917127629150556298 https://twitter.com/i/web/status/1917127629150556298"  
[X Link](https://x.com/anyuser/status/1917127629150556298)  2025-04-29T08:03Z 20.7K followers, 23.1K engagements


"Folks may laugh at $16/lb #copper but think about this. Costs double every 15yrs at a 4.5% inflation rate. I'm sure we can agree we've been living this Average copper grades have halved in past 15yrs. (from 1.5% to 0.75% but fact check me on this) Input costs double grade halves is a 4x movement in output costs all else being equal. Hasn't been huge productivity gains and you've added red tape skill shortages etc to the cost base. [--] years ago Copper was $4/lb. a 4x is $16/lb. Okay maybe the Chinese demand aint there. $COPPER 🧠☕ Cup and handle and another cup. The triple-espresso setup of"  
[X Link](https://x.com/anyuser/status/1976527888687219188)  2025-10-10T05:59Z 20.7K followers, 25.2K engagements


"The $EQR.AX guys do themselves no favours with regards to marketing themselves but let me try help them out here. (DYOR) The tungsten market is 80ktpa (US$5bn at US$65000/t spot px). 70ktpa of the 80ktpa is produced in China. The remaining 10ktpa (US$650m) is shown below. $EQR.AX are attempting to be 3ktpa of that call it 10ktpa ex China market (25-30%). A doubling of the ex China price will cost those outside of China US$650m pa. Seems like a low price to pay for supply security and to incentivise new ex-China supply. 🤷♂🤷♂ All I can say is China produces +80% of the Worlds #tungsten and"  
[X Link](https://x.com/anyuser/status/1977291766736077152)  2025-10-12T08:34Z 20.7K followers, 39.2K engagements


"Very few #coal miners making any kind of money today. $WHC.AX is one of those. but at least it extinguishes a US$350m liability as price contingent payment to $BHP. Some may argue extinguishing a liability is equivalent to generating a return. and it's 70cps or 10% ROE here in the doldrums. Basically what I was saying below but in table form #metcoal #coaltwitter (Some 'assumptions'/adjustments due to inconsistencies in accounting standards). https://t.co/7wskhILHgh Basically what I was saying below but in table form #metcoal #coaltwitter (Some 'assumptions'/adjustments due to inconsistencies"  
[X Link](https://x.com/anyuser/status/1979747199123894694)  2025-10-19T03:11Z 20.7K followers, 19.4K engagements


"$GLEN.L Be making $6k/t on a $11k/t copper px ($4bn) Marketing at 1.7% margin on $200bn of trade is $3.4bn And lets not forget kazzinc which whilst does 200kt Zn ($500m) does 600koz Au ($2.4bn).maybe printing $2.6bn+ today. Total: $10bn. MCAP $55bn oh and they have 120mtpa of beautiful clean coal @TinInvestor Thinking bout it. Copper business (700ktpa) has to be worth US$25bn+ given where pureplays trade. EVR was purchased for US$10bn. and marketing at US$3bn pa EBIT has to be worth US$25bn. total US$60bn. MCAP is US$50bn. and you get all that Aussie Coal thrown in for nothin 🤔"  
[X Link](https://x.com/anyuser/status/1982690410867630373)  2025-10-27T06:06Z 20.7K followers, 58.4K engagements


"Full send $GLEN.L 🚀 $GLEN.L Be making $6k/t on a $11k/t copper px ($4bn) Marketing at 1.7% margin on $200bn of trade is $3.4bn And lets not forget kazzinc which whilst does 200kt Zn ($500m) does 600koz Au ($2.4bn).maybe printing $2.6bn+ today. Total: $10bn. MCAP $55bn oh and they have $GLEN.L Be making $6k/t on a $11k/t copper px ($4bn) Marketing at 1.7% margin on $200bn of trade is $3.4bn And lets not forget kazzinc which whilst does 200kt Zn ($500m) does 600koz Au ($2.4bn).maybe printing $2.6bn+ today. Total: $10bn. MCAP $55bn oh and they have"  
[X Link](https://x.com/anyuser/status/1983450657668596079)  2025-10-29T08:27Z 20.7K followers, 37K engagements


"Anglo $AAL.L #copper guide"  
[X Link](https://x.com/respeculator/status/2019312040226201601)  2026-02-05T07:28Z 20.7K followers, [----] engagements


"Had a think about it then bot more $GLEN.L. US$20bn EBITDA on US$80bn MCAP seems kinda cheap with that growth to come. 🤷♂🤷♂"  
[X Link](https://x.com/respeculator/status/2019705704370860506)  2026-02-06T09:32Z 20.7K followers, [----] engagements


"If theres one market that isnt going down any time soon its the Aussie east coast gas market. $AEL.AX hitting new 3yr highs. Provided the current exploration program goes per plan you have 36PJ/yr @ $10/GJ+ margins over 10yrs+ (a lot of fixed priced contracts so low volatility earnings) ie $360m pa for A$1bn EV. Likewise $BPT.AX should do 40PJ/yr maybe at slightly better margins. Trades at A$2.6bn and has some LNG and oil Assets to boot. #ASX #XAO [--] year highs $AEL [--] year highs $AAR $TVN all time highs $RIO $SXE Capital & dividend adjusted #ASX #XAO [--] year highs $AEL [--] year highs $AAR $TVN"  
[X Link](https://x.com/respeculator/status/2020794786069041386)  2026-02-09T09:39Z 20.7K followers, [----] engagements


"Timing matters bigly in commodities miners typically make a decade worth of money in a single year and then break even the remaining 9yrs. You just got to be on the field for that one year $EQR.AX @TRAVmoneyofmine @ImmaYieldGuy https://t.co/DmhD1dwMgm @TRAVmoneyofmine @ImmaYieldGuy https://t.co/DmhD1dwMgm"  
[X Link](https://x.com/respeculator/status/2021504979719368863)  2026-02-11T08:41Z 20.7K followers, 25K engagements


"@ImmaYieldGuy Not to pour cold water / wet blanket on this but pretty sure this is the whole nickel ores vs nickel debate that @rekurencja talks about ie enforcing downstream being done in country and not necessarily capping output"  
[X Link](https://x.com/respeculator/status/2021509541922480633)  2026-02-11T09:00Z 20.7K followers, [----] engagements


"An example of this - Glencore Coal ($30bn+ in sunk capital) made all their earnings over the past decade in a 18mth period. which is why super profits taxes like that in QLD coal is completely retarded. Timing matters bigly in commodities miners typically make a decade worth of money in a single year and then break even the remaining 9yrs. You just got to be on the field for that one year $EQR.AX Timing matters bigly in commodities miners typically make a decade worth of money in a single year and then break even the remaining 9yrs. You just got to be on the field for that one year $EQR.AX"  
[X Link](https://x.com/respeculator/status/2021512522470474222)  2026-02-11T09:11Z 20.7K followers, [----] engagements


"First Quantum $FM.TO #copper guide. this yr vs last Anglo $AAL.L #copper guide. https://t.co/fDHRCvNlsS Anglo $AAL.L #copper guide. https://t.co/fDHRCvNlsS"  
[X Link](https://x.com/respeculator/status/2021692262384562485)  2026-02-11T21:06Z 20.7K followers, [----] engagements


"This just screams spend is going to blow through budget. #S32 have already spent US$1.5bn of estimated US$2.1bn capex and they will have spent US$1.9bn by June 30'. Big capital projects have gotten A LOT more expensive and risky"  
[X Link](https://x.com/respeculator/status/2021730616757432369)  2026-02-11T23:38Z 20.7K followers, [----] engagements


"Eramet's response to Indonesian quota placed on their Weda Bay #nickel operations. The operation did 20mt in first 9mths of [----] (30mt in 2024). So the headline quota drop from 42mt to 12mt seems somewhat dramatic. Nonetheless - is clearly big news. Between New Caledonia Indonesia and Gabon - is Eramet welcome anywhere CEO and CFO just left too Wonder how much Indonesia has been "high grading" their #nickel supply. they've gone from 0.22mtpa to 2.2mtpa in the past 10yrs. how much of that low strip high grade (2%) ore they got left at current run rates🤔 https://t.co/44MJuMhesL Wonder how much"  
[X Link](https://x.com/respeculator/status/2021844623308861825)  2026-02-12T07:11Z 20.7K followers, [----] engagements


"@a_colleran Colloquial term meaning anything sub $1bn doesn't pay a dividend and Aussie Super wouldn't touch with a barge pole. I own [--] of those turds including yours. And I must admit the A1M quarterly is by far the best read"  
[X Link](https://x.com/respeculator/status/2021850130178330773)  2026-02-12T07:33Z 20.7K followers, [---] engagements


"@Bwallace_esq Caterpillar Siemens and GE reckon there's a 5yr backlog on gas turbines no"  
[X Link](https://x.com/respeculator/status/2021850582076862880)  2026-02-12T07:35Z 20.7K followers, [---] engagements


"$ANTO.L #copper guide [----] vs [----]. In [----] they produced 654kt (vs guide 660-700kt). In [----] they guide 650-700kt (zero growth). As highlighted below there is US$7.5bn in capex over the 2yrs (divide by 1.3Mt is $5600/t or US$2.55/lb) which does nothing but fight geology. I could do this all day. First Quantum $FM.TO #copper guide. this yr vs last https://t.co/UU3Xi6zBUA First Quantum $FM.TO #copper guide. this yr vs last https://t.co/UU3Xi6zBUA"  
[X Link](https://x.com/respeculator/status/2021881063077974250)  2026-02-12T09:36Z 20.7K followers, [----] engagements


"If you think about investing in mining stocks as a game of poker then the person you want on your table to fleece money off is the institutional player with career risk. That is the player with the deep pockets and the one that is afraid to call a garbage hand because of career risk. This is why turnarounds are some of the best places to play imo. If you split mining investors into [--] buckets - retail degenerates or warrant sharks in NA institutional players and boomer yield chasers. None like a turnaround. Its too boring for retail too much of a career risk for the insto manager and pays no"  
[X Link](https://x.com/respeculator/status/2021906668364370011)  2026-02-12T11:18Z 20.7K followers, 10.5K engagements


"Me no speaka espanol. but I can speak two numbers from the below Codelco table. from [----] to [----]. Copper production 1.94mtpa to 1.57mtpa; and Net debt $3.8bn to $23.8bn #copper (*and no I'm not questioning their solvency)"  
[X Link](https://x.com/respeculator/status/2021919088784851139)  2026-02-12T12:07Z 20.7K followers, [----] engagements


"Click bait mate. its PRRT. A lot of the gas guys that spent billions building LNG facilities in 2010-2015. are still trying to make their money back. Govt collected all their tax (GST capital gains payroll tax corporate tax PRRT) from the gas guys. Beer tax does not compare https://twitter.com/i/web/status/2021924731432391064 https://twitter.com/i/web/status/2021924731432391064"  
[X Link](https://x.com/respeculator/status/2021924731432391064)  2026-02-12T12:29Z 20.7K followers, [----] engagements


"@YellowLabLife Capex becomes opex post ramp"  
[X Link](https://x.com/respeculator/status/2022067204293013661)  2026-02-12T21:56Z 20.7K followers, [----] engagements

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