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

Respeculator posts on X about copper, $2bn, $200m, $whcax the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/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 +548%
- X Months XXXXXXX -XX%
- 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 +23%
- X Month XX +600%
- X Months XXX -XX%
- X Year XXX -XX%

### 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 +1%
- X Months XXXXXX +0.14%
- X Year XXXXXX +5.10%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1279516863613898753/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[copper](/topic/copper) #508, [$2bn](/topic/$2bn) #13, [$200m](/topic/$200m) #4, [$whcax](/topic/$whcax) #1, [over the](/topic/over-the) 1.14%, [china](/topic/china) 1.14%, [$yalax](/topic/$yalax) #4, [$1bn](/topic/$1bn) #7, [$minax](/topic/$minax) #38, [$tmq](/topic/$tmq) #15

**Top accounts mentioned or mentioned by**
[@jamesiebabie1](/creator/undefined) [@eadatt](/creator/undefined) [@edark94](/creator/undefined) [@k311126](/creator/undefined) [@yellowlablife](/creator/undefined) [@shitvaluefund](/creator/undefined) [@zhanginu](/creator/undefined) [@bftd2025](/creator/undefined) [@tuvidux](/creator/undefined) [@tkianidis](/creator/undefined) [@traderpamplona](/creator/undefined) [@trentbuckle](/creator/undefined) [@eagleresa](/creator/undefined) [@austinmitchyblu](/creator/undefined) [@lukeytrags](/creator/undefined) [@johnthefascist](/creator/undefined) [@keithvdkraan](/creator/undefined) [@billypasdemates](/creator/undefined) [@puppyeh1](/creator/undefined) [@immayieldguy](/creator/undefined)

**Top assets mentioned**
[Teck Resources Limited (TECK)](/topic/$teck) [BHP Group Limited (BHP)](/topic/$bhp) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Realio Network (RIO)](/topic/$rio) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Minswap (MIN)](/topic/$min) [Newmont Corporation (NEM)](/topic/$nem) [Hundred Million (100M)](/topic/$100m) [NovaDEX (NVX)](/topic/$nvx) [Newscrypto Coin (NWC)](/topic/$nwc)
### Top Social Posts [#](/creator/twitter::1279516863613898753/posts)
---
Top posts by engagements in the last XX hours

"I think its probably fair to say the average AISC for gold miners has shifted from $1000/oz to $1600/oz over the past 5yrs ( $NEM below). Its also probably fair to say the average AISC for copper miners has shifted from $2/lb to $3/lb over same period ( $FM.TO below) If copper starts trading like gold (ie at 2x the average AISC). look out 👀"  
[X Link](https://x.com/respeculator/status/1915160317090554206) [@respeculator](/creator/x/respeculator) 2025-04-23T21:46Z 18.7K followers, 10.5K engagements


"@austinmitchyblu Doesnt it China is #1 demand centre and whilst the deposit is in Brazil I think youll find its a Chinese controlled"  
[X Link](https://x.com/respeculator/status/1973708239620686217) [@respeculator](/creator/x/respeculator) 2025-10-02T11:14Z 18.7K followers, XXX engagements


"Joined Mark in $EQR.AX here whilst awaiting @HesperianMetals to sort itself out and list. been an absolute lemon but new mgmt recap and Tungsten price moving from US$30000/t to US$65000/t covers many sins. Targeting 3000tpa as a pit pushback means higher throughput and grade. which at $65k/t and XX% payability is A$220m revenue. Costs probably dont move much from current A$100m pa. TBD. still doing some work on it. DYOR"  
[X Link](https://x.com/respeculator/status/1975770586292101442) [@respeculator](/creator/x/respeculator) 2025-10-08T03:49Z 18.7K followers, 22.4K engagements


"@tuvidux @plumfeeler @eadatt She took a big chunk of $SGQ.AX over the weekend. doubling down on Brazil and this is niobium. but the one I am referencing here is #WA1 (asx) which is in her backyard of Western Australia (yes all long the latter)"  
[X Link](https://x.com/respeculator/status/1977938425962725540) [@respeculator](/creator/x/respeculator) 2025-10-14T03:24Z 18.7K followers, XXX engagements


"$BHP $FMG & $RIO all breaking out to q year highs 👀👀👀"  
[X Link](https://x.com/respeculator/status/1978363230209679665) [@respeculator](/creator/x/respeculator) 2025-10-15T07:32Z 18.7K followers, 8859 engagements


"@TpaeSkinnykat03 I think they sold down some of their TMQ holding to the US govt. but implied value for their XX% of Ambler has gone up multiples with TMQ"  
[X Link](https://x.com/respeculator/status/1978371189945864683) [@respeculator](/creator/x/respeculator) 2025-10-15T08:03Z 18.7K followers, XXX engagements


"@Toronto242M Think Simberi is A$4bn (13yrs of A$500m FCF pa less A$500m capex). the Canadian Ops maybe another A$2bn NPV (11yrs of A$300m FCF pa)"  
[X Link](https://x.com/respeculator/status/1978403720393003099) [@respeculator](/creator/x/respeculator) 2025-10-15T10:12Z 18.7K followers, XXX engagements


"@Toronto242M Folks like to call it leveraged but both Simberi sulphides and Canada are US$1200/oz AISC ops. they just got to navigate the current period of cash burn permitting and financing to reach the promised land"  
[X Link](https://x.com/respeculator/status/1978405882993013087) [@respeculator](/creator/x/respeculator) 2025-10-15T10:21Z 18.7K followers, XXX engagements


"Another copper assset being sold at 12x EBITDA (after stream on my numbers). joins Khoemacau MATSA and Oz Minerals doing similar. miners are saying copper is going north 👀 $EVN.AX"  
[X Link](https://x.com/respeculator/status/1731820267800817698) [@respeculator](/creator/x/respeculator) 2023-12-04T23:38Z 18.8K followers, 31.4K engagements


"Find a company with a clear FCF inflection point. $HCC is a great example for 2026. $STO.AX another where capex drops US$1.5bn pa and OCF jumps US$2bn as those assets start producing. Position yourself before the funds and wait for them to provide the exit liquidity. 😉"  
[X Link](https://x.com/respeculator/status/1789548498893095265) [@respeculator](/creator/x/respeculator) 2024-05-12T06:49Z 18.8K followers, 18.1K engagements


"These mines sell for US$1.5bn. which is around 7.5x avg EBITDA of past few years ($200m). why can't my shitco's trade at these prices $LUN.TO #zinc #copper"  
[X Link](https://x.com/respeculator/status/1866028591601058152) [@respeculator](/creator/x/respeculator) 2024-12-09T07:54Z 18.8K followers, 9664 engagements


"$YAL.AX dividend. I kind of think the over/under is 50cps Im on the OVER with @plumfeeler LFG 🚀"  
[X Link](https://x.com/respeculator/status/1892431503138980155) [@respeculator](/creator/x/respeculator) 2025-02-20T04:30Z 18.8K followers, 11.5K 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 X 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 🤔🤔"  
[X Link](https://x.com/respeculator/status/1917127629150556298) [@respeculator](/creator/x/respeculator) 2025-04-29T08:03Z 18.8K followers, 22.9K engagements


"96% premium Great get $NWC.AX. add this to $XAM.AX XX% premium earlier this week and todays rumour on $ADT.AX M&A. anything with copper/base metals getting scooped up 👀👀"  
[X Link](https://x.com/respeculator/status/1925087571031490942) [@respeculator](/creator/x/respeculator) 2025-05-21T07:13Z 18.8K followers, 21.2K 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) [@respeculator](/creator/x/respeculator) 2025-08-20T04:01Z 18.8K followers, 7873 engagements


"$MIN.AX January 2023'. iron ore price = A$160/t (US$115/t & 71c FX) Onslow just a dream Mining services 240mtpa. SP A$100/sh x SOI 190m = A$19bn Co Sept 2025'. iron ore price = A$160/t (US$104/t & 65c FX) Onslow near fully ramped (August at 38mtpa run rate as below) mining services 320mtpa. SP A$37/sh x SOI 190m = A$7bn Co The SP delta X. Net debt from A$1.5bn to A$5.5bn (+A$4bn) X. Spodumene from US$5000/t to US$800/t We can argue corp gov issues surfaced. and some will argue a dicky haul road has permanently impaired Onslow. but lets leave that. The net debt increase perhaps explains some"  
[X Link](https://x.com/respeculator/status/1964936749148426525) [@respeculator](/creator/x/respeculator) 2025-09-08T06:20Z 18.8K followers, 6165 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 XX% 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) [@respeculator](/creator/x/respeculator) 2025-09-22T05:03Z 18.8K followers, 9196 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) [@respeculator](/creator/x/respeculator) 2025-09-26T03:07Z 18.8K followers, 3060 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) [@respeculator](/creator/x/respeculator) 2025-10-04T22:04Z 18.8K followers, 16.8K 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) [@respeculator](/creator/x/respeculator) 2025-10-06T01:56Z 18.8K followers, 11.8K engagements


"$TMQ Arctic probably prints US$800m pa Bornite US$400m. Stream half the precious metals at Arctic drops the EBITDA from $820m to $680m pa but pays for the capex. Arctic pays for Bornite capex. You're left with half of $1.1bn (US$550m) annual EBITDA for a couple decades. maybe the rerate from US$350m to US$900m wasn't so wild. 🦌🦌🦌 #smooth"  
[X Link](https://x.com/respeculator/status/1975438803214241816) [@respeculator](/creator/x/respeculator) 2025-10-07T05:51Z 18.8K followers, 11K 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) [@respeculator](/creator/x/respeculator) 2025-10-08T01:21Z 18.8K followers, 5672 engagements


"3.2mt in August 3.1mt in September 0.8mt in first X days of October Easily clearing the 100ktpd (35.6mtpa) runrate (ignoring wet season impacts). the A$200m contingent payment on hitting 35mtpa run rate for a 3mth period seems all but certain to come at end of October $MIN.AX"  
[X Link](https://x.com/respeculator/status/1975780782464700740) [@respeculator](/creator/x/respeculator) 2025-10-08T04:30Z 18.8K followers, 6354 engagements


"@jakestrading18 The best lithium stock out there imo. cos Onslow will carry it. lithium is just the cream. especially if they spin/sell it. $MIN.AX"  
[X Link](https://x.com/respeculator/status/1975804024315388150) [@respeculator](/creator/x/respeculator) 2025-10-08T06:02Z 18.8K followers, 1519 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. 🤷♂🤷♂"  
[X Link](https://x.com/respeculator/status/1977291766736077152) [@respeculator](/creator/x/respeculator) 2025-10-12T08:34Z 18.8K followers, 34.2K engagements


"@Lehman_Bro About 20m shares out (at US$5.66/share is US$115m). Theres 200m CDI at 10:1 FEAM on asx. under 5EA"  
[X Link](https://x.com/respeculator/status/1977563974247026844) [@respeculator](/creator/x/respeculator) 2025-10-13T02:36Z 18.8K followers, XXX engagements


"I made all these numbers up as per usual. but is it possible for $EQR.AX to make A$200m in a US$100k/t #Tungsten price environment (currently US$65000/t) 🤷♂🤷♂🤷♂"  
[X Link](https://x.com/respeculator/status/1977960517022212411) [@respeculator](/creator/x/respeculator) 2025-10-14T04:51Z 18.8K followers, 23.6K engagements


"It is truly embarrassing how many retail want a line by line reason for why a price moved the way it did. this is essentially the answer. create ur own narrative"  
[X Link](https://x.com/respeculator/status/1978666855112794414) [@respeculator](/creator/x/respeculator) 2025-10-16T03:38Z 18.8K followers, 5966 engagements


"@TKianidis Don't tell me he's been telling porkies too 🤦♂🤦♂"  
[X Link](https://x.com/respeculator/status/1978670382220476589) [@respeculator](/creator/x/respeculator) 2025-10-16T03:52Z 18.8K followers, XXX engagements


"Is $FM.TO a buy here cos copper is up or is copper up cos FM is down. balance sheet concerns seem long dated now 👀"  
[X Link](https://x.com/respeculator/status/1787353260195807628) [@respeculator](/creator/x/respeculator) 2024-05-06T05:26Z 18.7K followers, 17.5K 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) [@respeculator](/creator/x/respeculator) 2025-09-01T07:33Z 18.7K followers, 7042 engagements


"@LambDownUnder I own one African miner which I purchased the past week. havent for a long time. Definitely got less time for those shenanigans as I get older but if the price is right 🤷♂"  
[X Link](https://x.com/respeculator/status/1972920371188998280) [@respeculator](/creator/x/respeculator) 2025-09-30T07:04Z 18.8K followers, XXX engagements


"Over the past fortnight Eagle Eye Asset Management have basically underwritten two African mining projects sinking near on A$500m to fully finance the Kobada gold mine in Mali $TRE.AX and the Minim Martap bauxite mine in Cameroon $CAY.AX through to production. Worth watching what other shareholding registers these guys pop up on. 👀👀"  
[X Link](https://x.com/respeculator/status/1976419066840744051) [@respeculator](/creator/x/respeculator) 2025-10-09T22:46Z 18.8K followers, 2980 engagements


"To take profits on $TMQ or play for the meme energy ala $LAC 🤔. smooth brain FTW I think 🤔 🦌"  
[X Link](https://x.com/respeculator/status/1975352472656138636) [@respeculator](/creator/x/respeculator) 2025-10-07T00:08Z 18.8K followers, 25.1K engagements


"I bought $MEK.AX about 15mths ago. it's definitely not cheap and as a value guy I struggle not to dump it (have sold 60%). but good management teams get rewarded in these markets. only need look at $CMM.AX A$6bn valuation. might just ride on here and see what they do. good announcement today"  
[X Link](https://x.com/respeculator/status/1978646066498314406) [@respeculator](/creator/x/respeculator) 2025-10-16T02:15Z 18.8K followers, 4753 engagements


"$PLS also didnt make a profit either. they booked a $200m loss without booking an impairment (MIN booked $800m impairment on their lithium Assets). not sure of the point youre looking backwards. Youre either in the stock cos you see the cash flow from Onslow (which was non existent in FY25) helping deleverage the business and/or you think lithium has bottomed"  
[X Link](https://x.com/respeculator/status/1979722066485243981) [@respeculator](/creator/x/respeculator) 2025-10-19T01:31Z 18.8K followers, XXX 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 XX% debt. The trailing is at zero interest. If you cant appreciate this financial engineering and what it does for RETURN ON EQUITY. 🤷♂"  
[X Link](https://x.com/respeculator/status/1826419092338999418) [@respeculator](/creator/x/respeculator) 2024-08-22T00:40Z 18.8K followers, 62.6K 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) [@respeculator](/creator/x/respeculator) 2025-02-06T07:08Z 18.8K followers, 6144 engagements


"Copper plays 12mths ago were batshit crazy the asx for eg (then vs now) $CSC - $XX to $XXXX #29M - 60cps to 14cps $SFR - $XX to $XXXXX $AIS - 32cps to 16cps $MAC - $XX to $XX $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 👀"  
[X Link](https://x.com/respeculator/status/1924787998056710501) [@respeculator](/creator/x/respeculator) 2025-05-20T11:23Z 18.8K followers, 9483 engagements


"#copper (COPX) is up XX% in 2mths #gold (GDX) around XX% and #uranium (URNM) around 75%. Most smart folks would be riding the wave 🏄♂ but this deep value bro is buying utilities and coal stocks 🥴🥴🥴"  
[X Link](https://x.com/respeculator/status/1947165081768464719) [@respeculator](/creator/x/respeculator) 2025-07-21T05:21Z 18.8K followers, 7617 engagements


"Yield roaches🪳 shat the bed last year with a zero interim div. lets see how 6.2cps goes. its a X% yield on $XXXX SP. aint no one feasting on that $YAL.AX"  
[X Link](https://x.com/respeculator/status/1957727637255631167) [@respeculator](/creator/x/respeculator) 2025-08-19T08:53Z 18.8K followers, 6736 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) [@respeculator](/creator/x/respeculator) 2025-08-25T20:05Z 18.8K followers, 28.2K 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) [@respeculator](/creator/x/respeculator) 2025-09-01T00:14Z 18.8K followers, 13.1K 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) [@respeculator](/creator/x/respeculator) 2025-10-08T06:54Z 18.8K followers, 47.8K engagements


"Youve just lost 100kt out of 2026 for QB2 (and smalls Highland Valley). Escondida is dropping 400kt. Grasberg is likely 400kt+ And Kamoa is likely 250kt. 2026 just got real toight. #copper"  
[X Link](https://x.com/respeculator/status/1975869477935063041) [@respeculator](/creator/x/respeculator) 2025-10-08T10:22Z 18.8K followers, 19.4K engagements


"I made these numbers up last week but based on todays announcement may not be all that far off the mark (broken clock twice a day etcetera) $10bn over 6yrs to produce 250ktpa. Its $40000/t of annual production. At current $10500/t Cu px margins prob only $4000/t so 10yr payback. on a 6yr build 16years from cash burn to cash gen/breakeven. Surely a bit of hesitation on someone trying another greenfield project of this scale 🤔 #copper $TECK"  
[X Link](https://x.com/respeculator/status/1975873643180888387) [@respeculator](/creator/x/respeculator) 2025-10-08T10:39Z 18.8K followers, 7406 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) [@respeculator](/creator/x/respeculator) 2025-10-09T04:21Z 18.8K followers, 6893 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) [@respeculator](/creator/x/respeculator) 2025-10-09T06:40Z 18.8K followers, 11.6K 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"  
[X Link](https://x.com/respeculator/status/1978178423169204632) [@respeculator](/creator/x/respeculator) 2025-10-14T19:17Z 18.8K followers, 11.2K engagements


"@cowboybeeshop I've been in $AMI.AX a while. no one likes the 26' guide. but look through and price it at 4x EBITDA and it's a A$1bn stock"  
[X Link](https://x.com/respeculator/status/1978633027774218323) [@respeculator](/creator/x/respeculator) 2025-10-16T01:24Z 18.8K followers, 8908 engagements


"Nobody owns enough #copper. just imagine. imagine. that it followed gold this past year. it would be $7.50/lb probably"  
[X Link](https://x.com/respeculator/status/1978661246233612392) [@respeculator](/creator/x/respeculator) 2025-10-16T03:16Z 18.8K followers, 25.6K engagements


"I think this is right (I made it all up). A$450m MCAP A$350m EV. likely needs to trade at the billion but tbd on how we go. love metals polymetallic FTW $AMI.AX"  
[X Link](https://x.com/respeculator/status/1978675410587017252) [@respeculator](/creator/x/respeculator) 2025-10-16T04:12Z 18.8K followers, 8203 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) [@respeculator](/creator/x/respeculator) 2025-10-19T03:11Z 18.8K followers, 5203 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 XX% vs guide 86%) seem to be key drivers"  
[X Link](https://x.com/respeculator/status/1948597164709740740) [@respeculator](/creator/x/respeculator) 2025-07-25T04:12Z 18.8K followers, 5665 engagements


"10yrs of data now on QLD #cokingcoal production. From 160mtpa to 135mtpa. but probably the big point to note is the mines producing the 160mtpa 10yrs ago are the same ones producing the 135mtpa today. ie there's been 10yrs of resource depletion. Ex Olive Downs. there's been no new mines. a bunch of 'restarts' (Millennium Bluff Burton Broadmeadow East Gregory/Crinum) which have all failed (in some regard). Next is another 'restart' in Centurion. As mines get older. so too do the geological conditions get more difficult. whilst not as pronounced as in oil & gas there is a 'decline rate'"  
[X Link](https://x.com/respeculator/status/1964813818309280236) [@respeculator](/creator/x/respeculator) 2025-09-07T22:11Z 18.8K followers, 10.5K engagements


"I got a thousand DMs the past couple days about how this market is wild Ive never experienced anything like this Im so scared I cant sleep I need to sell. this is out of control Id love to dump everything and sit out for a month but taxes. the thousand DMs came from one person - @plumfeeler the absolute coward. We ride on folks leave the cowards in the dust 💨💨"  
[X Link](https://x.com/respeculator/status/1976592356112810135) [@respeculator](/creator/x/respeculator) 2025-10-10T10:15Z 18.8K followers, 9943 engagements


"@austinmitchyblu @SamsonLi7 Think that's what he's saying. I would have thought Vale's Canadian Ops (Thompson Sudbury Voiseys Bay) may have been a decent source of North American Supply. but no sure where the concentrate gets processed"  
[X Link](https://x.com/respeculator/status/1979749248217579778) [@respeculator](/creator/x/respeculator) 2025-10-19T03:19Z 18.8K followers, XXX engagements