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

Respeculator posts on X about $glenl, $minax, $3bn, $bhp the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1279516863613898753/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279516863613898753/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +181%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1279516863613898753/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279516863613898753/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +33%
- X Year XXX +22%

### Followers: XXXXXX [#](/creator/twitter::1279516863613898753/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1279516863613898753/c:line/m:followers.svg)

- X Week XXXXXX +0.16%
- X Month XXXXXX +1%
- X Months XXXXXX +2.80%
- X Year XXXXXX +5.20%

### CreatorRank: XXXXXXXXX [#](/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)  XXXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$glenl](/topic/$glenl) #10, [$minax](/topic/$minax) #34, [$3bn](/topic/$3bn) #6, [$bhp](/topic/$bhp) #10, [$teck](/topic/$teck) #12, [$aall](/topic/$aall) #1, [$whcax](/topic/$whcax) #15, [$4bn](/topic/$4bn) #4, [business](/topic/business) 4.76%, [if you](/topic/if-you) XXXX%

**Top accounts mentioned or mentioned by**
[@smoothinvesting](/creator/undefined) [@jonnycapitalist](/creator/undefined) [@phipho](/creator/undefined) [@plumfeeler](/creator/undefined) [@mooninvestr](/creator/undefined) [@scottnorth64736](/creator/undefined) [@travmoneyofmine](/creator/undefined) [@toiletkingcap](/creator/undefined) [@edark94](/creator/undefined) [@realhagetaka](/creator/undefined) [@tinformer_news](/creator/undefined) [@daando37](/creator/undefined) [@buythed37563009](/creator/undefined) [@harmonygoldnews](/creator/undefined) [@theroyaltyking](/creator/undefined) [@smallcapsasx](/creator/undefined) [@tomwoolrych](/creator/undefined) [@dumbgeo](/creator/undefined) [@tininvestor](/creator/undefined) [@tinformernews](/creator/undefined)

**Top assets mentioned**
[BHP Group Limited (BHP)](/topic/$bhp) [Teck Resources Limited (TECK)](/topic/$teck) [Realio Network (RIO)](/topic/$rio) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [VALE S.A. (VALE)](/topic/$vale) [Harmony Gold Mining Company Limited (HMY)](/topic/$hmy) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Equity Residential (EQR)](/topic/$eqr) [Staked FRAX (SFRAX)](/topic/$sfrax)
### Top Social Posts
Top posts by engagements in the last XX hours

"#WA1 raised A$100m @ $17/sh (now $15/sh)"  
[X Link](https://x.com/respeculator/status/1985912207214002239)  2025-11-05T03:29Z 19.3K followers, 3945 engagements


"First Quantum copper production $FM.TO"  
[X Link](https://x.com/respeculator/status/1652537295063625728)  2023-04-30T04:56Z 19.3K followers, 14.9K 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 19.3K followers, 13.5K 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 🤔 🤔"  
[X Link](https://x.com/respeculator/status/1962307994139717688)  2025-09-01T00:14Z 19.3K followers, 13.2K engagements


"WA gold situation. $GMD.AX genesis mopped up much of what was there. (remember Dacian). $GGP.AX Telfer. $NST.AX Degrey. Westgold $WGX.AX went early with Karora. an absolute lemon. $VAU.AX went next with KOTH. another lemon and $RMS.AX fomo'd into Spartan. $SPR.AX. a bull market makes everyone look smart. Where to next hombre"  
[X Link](https://x.com/respeculator/status/1962418484127907881)  2025-09-01T07:33Z 19.3K followers, 7077 engagements


"We aint hockey stick'in yet. but steady growth. Long way to go to China's 1btpa #steel"  
[X Link](https://x.com/respeculator/status/1971411359926714693)  2025-09-26T03:07Z 19.3K followers, 3082 engagements


"Apply the 8x base metals in good jurisdiction multiple to the below X projects (4 if we incl Cannington as Hermosa 1.0). and this is US$14bn co vs US$7bn EV today. spin out the African smelters and play the multiple rerate game #S32"  
[X Link](https://x.com/respeculator/status/1975017189997764901)  2025-10-06T01:56Z 19.3K followers, 12K 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 XX% ROE here in the doldrums"  
[X Link](https://x.com/respeculator/status/1979747199123894694)  2025-10-19T03:11Z 19.3K followers, 19.3K engagements


"@Buythed37563009 @MoonInvestr Am assuming it is Au based mining projects. maybe - Arafura $ARU (rare earths) - Sunrise $SRL (scandium) - EQ Resourcea $EQR (tungsten) - WA1 Resources #WA1 (niobium) - Larvotto Resources $LRV (antimony)"  
[X Link](https://x.com/respeculator/status/1980356708519313771)  2025-10-20T19:33Z 19.3K followers, 1786 engagements


"#zinc 👀👀👀"  
[X Link](https://x.com/respeculator/status/1981214527283974410)  2025-10-23T04:22Z 19.3K followers, 9130 engagements


"One good mine can carry many lemons. $1208.HK"  
[X Link](https://x.com/respeculator/status/1982349211762053157)  2025-10-26T07:30Z 19.3K followers, 7883 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 X% 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 XXX 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 19.3K followers, 11.4K engagements


"Big day. naah big week actually. Lets see how we go 👀👀👀 #commodities"  
[X Link](https://x.com/respeculator/status/1994571616672780562)  2025-11-29T00:58Z 19.3K followers, 3993 engagements


"#S32 Cannington basically makes the silver price as their margin (x 10Mozpa). so US$600m here or thereabouts as the zinc and lead pay for Ops. Manganese is back up and running. Aluminium is $2900/t plus premium (+$500/t from last year on 1.1mtpa). so US$3bn EBITDA wouldnt surprise. for a US$9bn EV 🤷"  
[X Link](https://x.com/respeculator/status/1995711737493160123)  2025-12-02T04:28Z 19.3K followers, 10.1K engagements


"$GLEN.L Be making $6k/t on a $11k/t copper px ($4bn) Marketing at XXX% 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"  
[X Link](https://x.com/respeculator/status/1982690410867630373)  2025-10-27T06:06Z 19.3K followers, 48.6K 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 19.3K followers, 15.3K engagements


"One last long/short pair for the week. why is $TECK trading same price as $ANTO.L when it has a $3bn pa met coal/zinc division Makes no sense.🤷♂"  
[X Link](https://x.com/respeculator/status/1639202978891702276)  2023-03-24T09:50Z 19.3K followers, 33.9K engagements


"The other way to think about this is $HCC is spending US$1bn and 3years to build Blue Creek. This is the same outlay $WHC.AX has made to acquire 11mtpa. Yeah the WHC Met Assets may not generate much in the next 3yrs. as deferred/contingent gets paid out of cash flows. but that is the same for Blue Creek as the build sucks the cash flows. At the end of 3yrs WHC has 11mtpa and HCC 4mtpa (lets leave margins on those tons be)"  
[X Link](https://x.com/respeculator/status/1826497046045753860)  2024-08-22T05:50Z 19.3K followers, 14.4K 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) X% 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 🤔"  
[X Link](https://x.com/respeculator/status/1846491854965178781)  2024-10-16T10:02Z 19.3K followers, 23.9K engagements


"$KAR.AX at 9MMboe vs $BPT.AX at 20MMboe+. A$1.3bn vs A$3.3bn. one XXX% 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"  
[X Link](https://x.com/respeculator/status/1887397891138068691)  2025-02-06T07:08Z 19.3K followers, 6186 engagements


"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/1960070996880449829)  2025-08-25T20:05Z 19.3K followers, 42.4K 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"  
[X Link](https://x.com/respeculator/status/1975022153839132874)  2025-10-06T02:15Z 19.3K followers, XXX 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"  
[X Link](https://x.com/respeculator/status/1980930177300562288)  2025-10-22T09:32Z 19.3K followers, 10.7K engagements


"$PLS.AX and $LTR.AX are up 3x in 5mths 🤔 🤔 🤔 #lithium"  
[X Link](https://x.com/respeculator/status/1982361261527777371)  2025-10-26T08:18Z 19.3K followers, 13.5K engagements


"Full send $GLEN.L 🚀"  
[X Link](https://x.com/respeculator/status/1983450657668596079)  2025-10-29T08:27Z 19.3K followers, 36.7K engagements


"@TinFormer_News @PraiseKek @plumfeeler @toiletkingcap The US is going to hand out money to a company whose major shareholders are CITIC and Zijin 🤔🤔"  
[X Link](https://x.com/respeculator/status/1986893249399992696)  2025-11-07T20:27Z 19.3K followers, XXX engagements


"$WHC.AX on the below. 🤔🤔"  
[X Link](https://x.com/respeculator/status/1987414275842085240)  2025-11-09T06:57Z 19.3K followers, 10.2K 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"  
[X Link](https://x.com/respeculator/status/1988447454942163068)  2025-11-12T03:23Z 19.3K followers, 15K engagements


"I may have actually top ticked this with the full send call 😅😅😅. down X% 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"  
[X Link](https://x.com/respeculator/status/1992878377448186365)  2025-11-24T08:50Z 19.3K followers, 8045 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 🤔 🧐🧐"  
[X Link](https://x.com/respeculator/status/1993226423004545058)  2025-11-25T07:53Z 19.3K followers, 5678 engagements


"Resource stocks seem to get valued at multiples representing the sexiness of the commodity they are involved in. #Coal stocks. 3x EBITDA (see YAL WHC et al) #Iron ore. 5x (see FMG VALE et al) #Copper. 8x (see SFR CSC et al) #Rare Erfs Critical Minerals or #lithium . 15-20x (See Lynas MP Pilbara et al) So if $EQR.AX #tungsten project starts generating A$150m pa from 2Q26 (US$80k/t ASP US$30k/t margin; 3000t; 65c FX). and you gave it that rare erf multiple. then what is the share price 🤔🤔🤔"  
[X Link](https://x.com/respeculator/status/1993556342599041194)  2025-11-26T05:44Z 19.3K followers, 16.8K 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 19.3K followers, 5544 engagements


"Full send $1208.HK"  
[X Link](https://x.com/respeculator/status/1981658978942886311)  2025-10-24T09:48Z 19.3K followers, 12.1K engagements


"Hellava ramp up the past X quarters. $MIN.AX"  
[X Link](https://x.com/respeculator/status/1983665784489701774)  2025-10-29T22:42Z 19.3K followers, 6415 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"  
[X Link](https://x.com/respeculator/status/1988480270790783318)  2025-11-12T05:33Z 19.3K followers, 6376 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 19.3K followers, 25.7K 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 🤔🤔🤔"  
[X Link](https://x.com/respeculator/status/1992685029378633840)  2025-11-23T20:01Z 19.3K followers, 10.9K engagements


"Lotta talk about rare earths and critical minerals supply chain security in the West but can anyone tell me when the last #Aluminium smelter was built in the West"  
[X Link](https://x.com/respeculator/status/1995349245864583484)  2025-12-01T04:28Z 19.3K followers, 17K engagements


"Rough math $YAL.AX. 40mtpa @ A$50/t EBITDA margin. A$2bn EBITDA. Capex A$600m tax A$400m. FCF A$1bn or XXXX% 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. 🤷♂🤷♂"  
[X Link](https://x.com/respeculator/status/1958016513195315502)  2025-08-20T04:01Z 19.3K followers, 7896 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"  
[X Link](https://x.com/respeculator/status/1974596638179307626)  2025-10-04T22:04Z 19.3K followers, 32.3K engagements


"Not sure Newmont would be interested (I get they are familiar with PNG given Lihir). Harmony $HMY might be a smokey tho given recent moves. Interesting point on tax losses to offset a sale. also some franking credits to help with tax effectiveness of a distribution $SBM.AX"  
[X Link](https://x.com/respeculator/status/1975733362666184989)  2025-10-08T01:21Z 19.3K followers, 6048 engagements


"This is a YUGE downgrade in QB2. first pick 2025 new vs old. second is new 5yr guide and third is prior 5yr guide $TECK"  
[X Link](https://x.com/respeculator/status/1975817115199508679)  2025-10-08T06:54Z 19.3K followers, 48.4K engagements


"Updating the below with $TECK new guide and #zinc output from two of the biggest mines at Red Dog & Antamina is dropping from 1mtpa to 0.5mtpa. of an 8mtpa ex China market. probably nuffin"  
[X Link](https://x.com/respeculator/status/1976140888750555265)  2025-10-09T04:21Z 19.3K followers, 7494 engagements


"Cannington goes and #S32 has to become the "America's base metals champion" given $TECK has left. with Ambler Hermosa Sierra Gorda and their various early stage base metal investments (Aldebaran American Eagle Sable). Zero reason to be listed on #asx given no earnings/franking credits from Aus. Sell Cannington Spin Aluminium (& Manganese) out list on NYSE. send it 🚀"  
[X Link](https://x.com/respeculator/status/1976175933351657567)  2025-10-09T06:40Z 19.3K followers, 11.9K 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 19.3K followers, 6566 engagements


"Hermosa was purchased for US$1.6bn (100% basis) in 2018 dollars. spent X 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"  
[X Link](https://x.com/respeculator/status/1981231892856000591)  2025-10-23T05:31Z 19.3K followers, 12K 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 🧐🧐🧐🧐"  
[X Link](https://x.com/respeculator/status/1982364430823551326)  2025-10-26T08:31Z 19.3K followers, 9321 engagements


"$MIN.AX @onslowshipping"  
[X Link](https://x.com/respeculator/status/1982583052808446202)  2025-10-26T23:00Z 19.3K followers, 20.7K engagements


"HE CANT KEEP GETTING AWAY WITH THIS @OneMoreif $MIN.AX"  
[X Link](https://x.com/respeculator/status/1986661665027559784)  2025-11-07T05:07Z 19.3K followers, 6636 engagements


"Harmony Gold $HMY has a 400kozpa #gold equivalent production gap to fill from 2028 to late 2030's. 🤔🤔"  
[X Link](https://x.com/respeculator/status/1987609454905626900)  2025-11-09T19:53Z 19.3K followers, 11.7K engagements


"All these majors looking damn fine. 👀"  
[X Link](https://x.com/respeculator/status/1997165362702582148)  2025-12-06T04:45Z 19.3K followers, 7427 engagements


"$PDI.AX just got an offer the other day for A$2.1bn + A$0.9bn capex for a production profile of 175kozpa attrib (250kozpa x XX% ownership). which I commented on at the time. This is 200kozpa attrib A$400m capex and a far quicker timeframe to production. Okay the orebody aint the same quality and theres some complexity in the metallurgy. but its a brownfield expansion with a lot of elements derisked. its 2.4g/t at 3:1 strip and as far as Im concerned PNG Guinea. Im not saying itll get a A$2bn+ bid but with A$800m pa margins on offer and comping vs other transactions Id be disappointed if below"  
[X Link](https://x.com/respeculator/status/1998544084517183680)  2025-12-10T00:03Z 19.3K followers, XXX engagements