#  @us_stock_in_fo DevBanks DevBanks posts on X about $namm, gold, silver, $bgl the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1984633394739941376/interactions)  - [--] Week [-----] -15% - [--] Month [------] +62,307% ### Mentions: [--] [#](/creator/twitter::1984633394739941376/posts_active)  - [--] Month [--] +2,200% ### Followers: [---] [#](/creator/twitter::1984633394739941376/followers)  - [--] Week [---] -0.83% - [--] Month [---] +1,388% ### CreatorRank: [---------] [#](/creator/twitter::1984633394739941376/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 61.76% [cryptocurrencies](/list/cryptocurrencies) 17.65% [countries](/list/countries) 11.76% [stocks](/list/stocks) 10.29% [exchanges](/list/exchanges) 5.88% [technology brands](/list/technology-brands) 4.41% [travel destinations](/list/travel-destinations) 1.47% [currencies](/list/currencies) 1.47% [automotive brands](/list/automotive-brands) 1.47% **Social topic influence** [$namm](/topic/$namm) #15, [gold](/topic/gold) 26.47%, [silver](/topic/silver) #3353, [$bgl](/topic/$bgl) 8.82%, [stocks](/topic/stocks) 7.35%, [company](/topic/company) 7.35%, [money](/topic/money) 7.35%, [nasdaq](/topic/nasdaq) #774, [market](/topic/market) #843, [future](/topic/future) 5.88% **Top accounts mentioned or mentioned by** [@trackhawk2020](/creator/undefined) [@norad1976](/creator/undefined) [@usstockinfopostdtskqbk4xfxmtaqf0d5wmph8l4oat8gwwzei7uyvwt9vdyu1bsnh5q0wmencskkw1s6xfvt2fhpk2ftmlfslof1](/creator/undefined) [@alihashroof](/creator/undefined) [@canaanio](/creator/undefined) [@hypergrowth102](/creator/undefined) [@rustyshrink](/creator/undefined) [@adam82463210129](/creator/undefined) [@jsilvatrading](/creator/undefined) **Top assets mentioned** [Bitgesell (BGL)](/topic/$bgl) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [TRON (TRX)](/topic/$trx) [Barrick Gold Corp. (GOLD)](/topic/$gold) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Canaan Inc. (CAN)](/topic/$can) [Oklo Inc. (OKLO)](/topic/$oklo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Velo (VELO)](/topic/$velo) [Blue Gold Limited Class A Ordinary Shares (BGL)](/topic/bgl-blue-gold-limited) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [NuScale Power Corporation (SMR)](/topic/$smr) [Intel Corporation (INTC)](/topic/$intc) [Sidus Space, Inc. (SIDU)](/topic/$sidu) [Redwire Corporation (RDW)](/topic/$rdw) ### Top Social Posts Top posts by engagements in the last [--] hours "It is regrettable to observe the predicament of Namib Minerals ( $NAMM) which possesses theoretical value through its Zimbabwe operations yet finds itself suffocated by the capital constraints revealed in SEC filings where the combination of a Nasdaq deficiency notice and the urgent need for funding points toward inevitable dilution that renders the stock a disheartening trap for investors who recognize that ambitious projects cannot succeed without the liquidity to support them https://twitter.com/i/web/status/2021230509154763250 https://twitter.com/i/web/status/2021230509154763250" [X Link](https://x.com/anyuser/status/2021230509154763250) 2026-02-10T14:31Z [---] followers, [---] engagements "$velo Although the designation as the U.S. Army GVSCs first additive manufacturing supplier provides undeniable validation for Velo3Ds technology it looks liken it remains trapped by a hostile market sentiment that lacks the liquidity to support high-beta assets which suggests that the formidable resistance at $16 will likely trigger a sell-off as weary investors utilize this brief volatility to exit positions rather than chase a breakout that the current macro environment cannot sustain. https://twitter.com/i/web/status/2021230803225829710 https://twitter.com/i/web/status/2021230803225829710" [X Link](https://x.com/anyuser/status/2021230803225829710) 2026-02-10T14:32Z [---] followers, [---] engagements "$ASTS for $100 Failure to defend this support level creates a vacuum that likely pulls $ASTS down toward $70 which represents a painful but necessary liquidity reset for a stock where the crowded positioning of retail optimism is vulnerable to a technical invalidation that algorithms will ruthlessly exploit" [X Link](https://x.com/us_stock_in_fo/status/2021234282585522516) 2026-02-10T14:46Z [---] followers, [---] engagements "Silver almost heading to $100 Now $86" [X Link](https://x.com/us_stock_in_fo/status/2021549485164564918) 2026-02-11T11:38Z [---] followers, [--] engagements "The reason I find $namm more interesting than $bgl (Blue Gold Limited) is mainly due to the difference in leadership background and management experience. $NAMM s CEO and executives are seasoned mining professionals whose entire careers have revolved around the mining industry. In contrast $bgl s leadership seems less connected to gold or mining and gives off more of a private equity or hedge fund vibe. $BGL is very active on social media and often talk about their new business ventures but theres little to no actual revenue and most of their language sounds more like we plan to or we aim to." [X Link](https://x.com/us_stock_in_fo/status/2015420468204077260) 2026-01-25T13:44Z [---] followers, [----] engagements "Insane Profit Story for $NAMM When investing in $gold $mining companies one must look at the $AISC (All-In Sustaining Costs)the actual cost to mine the goldand compare it against the current market price of gold. Since I aspire to be a value investor I enjoy looking at the numbers. Right now we are in a situation where the price of gold is $5200. Although it hit $5300 today let's calculate based on $5200 for now. Below is a simple calculation of how much operating cash flow (EBITDA) NAMM generates per day. Please note that these are estimates. Daily revenue varies depending on the production" [X Link](https://x.com/us_stock_in_fo/status/2016497272176222472) 2026-01-28T13:03Z [---] followers, 21.2K engagements "Recently $NAMM's stock price reached the $8 mark but as gold prices declined and gold mining stocks took a little bit of downturn the company experienced significant correction. There's something we need to examine here. So the question is: Is this stock simply a speculative investment in a gold mining company Or is it a company where we should invest based on future value potential To find the answer I've been continuously searching for information on the company's current mining project progress related presentation materials and SEC filings. A gold mining stock with this much daily" [X Link](https://x.com/us_stock_in_fo/status/2017225803935912370) 2026-01-30T13:18Z [---] followers, [----] engagements "$NAMM This insane Gold Miner hopefully go to $10 soon" [X Link](https://x.com/us_stock_in_fo/status/2018179908200280151) 2026-02-02T04:29Z [---] followers, [----] engagements "After reading the Bloomberg article 'Trump Launches $12 Billion Minerals Stockpile to Counter China' it seems like companies such as $TMC will show a massive spike again. Although the stock price has been weak recently today's White House moves confirm that the sentiment is shifting back to an upward trend. It's next stop is above $9. Currently traded in $7.23 https://twitter.com/i/web/status/2018321848036139254 https://twitter.com/i/web/status/2018321848036139254" [X Link](https://x.com/us_stock_in_fo/status/2018321848036139254) 2026-02-02T13:53Z [---] followers, [----] engagements "$TMC (The Metals Company you should know before trading Extracting anything from the coast or the ocean floor is an immense undertaking especially when it comes to minerals. It requires specialized vessels sophisticated offshore equipment and perfect weather windows. Even then it constantly battling limited loading capacities and logistical bottlenecks. I have to walk back my previous stance on $TMC. I had briefly classified it as a promising rare earth play because I hadn't done enough study but I am retracting that now. From a technical and operational standpoint the path to profitability" [X Link](https://x.com/us_stock_in_fo/status/2018717305660969202) 2026-02-03T16:04Z [---] followers, [---] engagements "Asian know $silver will go upside. It is an irony of the highest order that bearish narratives persist in the face of a historic arbitrage chasm between Shanghai and New York where physical silver commands a premium exceeding 40% over Western spot prices which signals a systemic fracture that paper markets can no longer mask. Investors betting on a decline are effectively ignoring the fifth consecutive year of structural deficits and the reality that Chinas recent export controls have turned silver into a strategic asset creating a scenario where the relentless drain of COMEX inventories must" [X Link](https://x.com/anyuser/status/2021239435585859702) 2026-02-10T15:06Z [---] followers, [---] engagements "@Trackhawk2020 Honestly $bgl they don't have prosperous future and don't even making single dollar" [X Link](https://x.com/us_stock_in_fo/status/2021251715375272363) 2026-02-10T15:55Z [---] followers, [--] engagements "After looking into $SGML it seems theyre a top-5 lithium producer. Its a company that major players like $Albemarle and $SQM are closely watching. Whats also interesting is the strategy belowtheres more of a price premium than I expected. SGML markets what it calls Quintuple Zero Green Lithium: -Zero coal-fired power usage -Zero tailings dams (dry stacking technology) -Zero use of drinking water -Zero use of toxic chemicals -Zero worker accidents The companys environmental differentiation is actually being reflected in realized pricing. For example the average realized selling price in 2025" [X Link](https://x.com/us_stock_in_fo/status/2018349136475730042) 2026-02-02T15:41Z [---] followers, [---] engagements "#SGML Well I put more time studying about $SGML. The regulatory overhang that depressed the stock 30% in January has cleared with the news of ANM's February 2nd safety confirmation creating a classic crisis-creates-opportunity setup. Trading volume doubled from 3.5M to 7.6M shares yesterday while options traders have positioned heavily bullish with 75% call bias ($2M in calls vs $260K in puts) targeting $14-18 strikes. At a $1.339B market cap SGML trades at a significant discount to SQM's $10.8B despite comparable production capacity (270K vs 240K tonnes annually) offering superior" [X Link](https://x.com/us_stock_in_fo/status/2019008538526531783) 2026-02-04T11:22Z [---] followers, [---] engagements "China with South Korea for critical Minerals" [X Link](https://x.com/anyuser/status/2019415715326140471) 2026-02-05T14:20Z [---] followers, [--] engagements "RT @norad1976: . 3" [X Link](https://x.com/us_stock_in_fo/status/2019701887155802230) 2026-02-06T09:17Z [---] followers, [--] engagements "Gold is heading $10000 Silver will go to $300" [X Link](https://x.com/us_stock_in_fo/status/2019796774203105788) 2026-02-06T15:34Z [---] followers, [---] engagements "$CAN is totally scam company. It hasn't been bullish ever. Don't waste your time and money. In addition $DVLT $SLNH $GPUS" [X Link](https://x.com/us_stock_in_fo/status/2020811570637337017) 2026-02-09T10:46Z [---] followers, [----] engagements "$ASTS totally scam company" [X Link](https://x.com/us_stock_in_fo/status/2020812181122503089) 2026-02-09T10:49Z [---] followers, [---] engagements "As an investor who prioritizes following market liquidity I view $MNTS as a dangerous play in a sector where capital is visibly evaporating and only dominant forces like SpaceX are positioned to survive which leaves smaller entities to fade into irrelevance as they lose retail interest. Considering the price action that has already violated critical technical support levels buying at this stage is essentially a speculative gamble that ignores the structural exodus of capital from the industry. https://twitter.com/i/web/status/2021227537079337033" [X Link](https://x.com/anyuser/status/2021227537079337033) 2026-02-10T14:19Z [---] followers, [---] engagements "It is regrettable to observe the predicament of Namib Minerals ( $NAMM) which possesses theoretical value through its Zimbabwe operations yet finds itself suffocated by the capital constraints revealed in SEC filings where the combination of a Nasdaq deficiency notice and the urgent need for funding points toward inevitable dilution that renders the stock a disheartening trap for investors who recognize that ambitious projects cannot succeed without the liquidity to support them https://twitter.com/i/web/status/2021230264840786083 https://twitter.com/i/web/status/2021230264840786083" [X Link](https://x.com/anyuser/status/2021230264840786083) 2026-02-10T14:30Z [---] followers, [---] engagements "Heading to $5" [X Link](https://x.com/us_stock_in_fo/status/2021231651125129291) 2026-02-10T14:35Z [---] followers, [--] engagements "BREAKING: Silver prices surge over +6% now back above $86/oz" [X Link](https://x.com/us_stock_in_fo/status/2021553247044227413) 2026-02-11T11:53Z [---] followers, [--] engagements "Why It Could Be a 5x Opportunity: Santacruz Silver Mining: $SCZM I've been analyzing smaller silver miners and found what appears to be a significant market inefficiency with Santacruz Silver Mining. $SCZM produces approximately [---] million ounces of silver annually. '25 full year production Q1: 1.59M oz Q2: 1.42M oz Q3: 1.24M oz Q4: 1.34M oz This translates to roughly $196 per ounce of annual production. But yet it trades at a market cap of just $1.1 billion. It looks like cheaper than its current peers. So I got into study more. Compare this to peers Endeavour Silver (EXK) It trades at" [X Link](https://x.com/us_stock_in_fo/status/2021558523147231426) 2026-02-11T12:14Z [---] followers, [---] engagements "Another day another 16% premarket pop for $NAMM. Where are all the doom and gloom bears who were celebrating that Nasdaq compliance notice last week Funny how selective memory works. Let me refresh everyone's memory with actual facts. On February 5th it disclosed receiving a Nasdaq letter regarding minimum market value of publicly held shares. The bears immediately started their delisting dance party. What they conveniently forgot to mention in their FUD campaign is that the company stated in the same filing they have already been in compliance for over [--] consecutive days and expect to" [X Link](https://x.com/anyuser/status/2021559854717116610) 2026-02-11T12:20Z [---] followers, [---] engagements "When it will reach $1 bro" [X Link](https://x.com/us_stock_in_fo/status/2021560659235025183) 2026-02-11T12:23Z [---] followers, [---] engagements "SMR OKLO https://www.threads.com/@us_stock_info/post/DTSk_qbk4xFxmt=AQF0d5wmPH8L4oaT8GWWzei7UyVWT9vDyU1bS_Nh5q0-W_mENCSkKw1s6xFVt2fHpk2FtmLF&slof=1 https://www.threads.com/@us_stock_info/post/DTSk_qbk4xFxmt=AQF0d5wmPH8L4oaT8GWWzei7UyVWT9vDyU1bS_Nh5q0-W_mENCSkKw1s6xFVt2fHpk2FtmLF&slof=1" [X Link](https://x.com/us_stock_in_fo/status/2009610203474645083) 2026-01-09T12:56Z [--] followers, [--] engagements "The Zimbabwe gold mine news sparked an absolute frenzy. $NAMM The market went wild trading 86x its entire float in just [--] days. Incredible volume. Monday's action will determine if buyers return or if the momentum has faded. Does the $3.00 support hold" [X Link](https://x.com/us_stock_in_fo/status/2015358130578923911) 2026-01-25T09:36Z [--] followers, [---] engagements "⛏ Growth Engine: Capital will be secured via external financing and internal cash flows from How Mine to restart Redwing protecting shareholder value. 📜 Source: Namib Minerals Business Update (Nov [--] 2025) & SEC Filings" [X Link](https://x.com/us_stock_in_fo/status/2015387054600081666) 2026-01-25T11:31Z [--] followers, [---] engagements "$NAMM 1) Smart Structure: The amended $3.5M note is strictly capped to protect shareholders debunking rumors of a massive capital raise" [X Link](https://x.com/us_stock_in_fo/status/2015389247621197832) 2026-01-25T11:40Z [--] followers, [---] engagements "2/ When combined with the Mampon Gold/Copper project and a fintech pivot to digitize gold payments BGL commands a unique speculative premium" [X Link](https://x.com/us_stock_in_fo/status/2015390593095258524) 2026-01-25T11:45Z [--] followers, [--] engagements "4/ However the "Blockchain Fintech" angle gives me deja vu. It feels like the old playbook where trash blockchain legacy companies tacked on "Tech" to boost multiples. It works for the stock price but does it work for the business Time will tell" [X Link](https://x.com/us_stock_in_fo/status/2015392436043047112) 2026-01-25T11:52Z [--] followers, [--] engagements "If you are longing $NAMM have a clear thesis. Stop looking at it as a single-mine operator with past losses. The Real Thesis: Capacity Ramp-up: Betting on increased processing power & the massive mine restart imminent in Feb (Redwing is bigger than current ops). Critical Minerals: Its a strategic play on the US supply chain for Copper/Cobalt. Turnaround: Management is fixing the balance sheet by selling gold into this bull run. Invest because you see a multi-asset undervaluation play. If not you are just gambling" [X Link](https://x.com/us_stock_in_fo/status/2015396702287745490) 2026-01-25T12:09Z [--] followers, [---] engagements "297 Tons. That is the signal. Central Banks aggressively accumulated $gold last year for one reason: They foresee the collapse of the derivatives market. The game is changing from "who owns the contract" to "who owns the reality." In this new paradigm physical gold isn't just a hedge; it is the only asset class that will skyrocket while paper burns. The most dangerous chart right now is the S&P [---] priced in Gold. In dollar terms the stock market looks fine. But in real terms The S&P [---] is actually crashing against $Gold. We are witnessing a historic rotation where the flagship index of the" [X Link](https://x.com/us_stock_in_fo/status/2015401313392328750) 2026-01-25T12:28Z [--] followers, [--] engagements "Any engineering graduate knows exactly what a 40% or 60% yield implies in the semiconductor industry. I see a lot of people defending $INTC on Threads and economic news especially here in Korea. But with the stock crashing it is time for a brutally honest look. Speed in AI is important but mass production capability is the real Key Factor. Attempting a 1.8nm process with such low yields means you are essentially throwing away half your wafers. That is not just a loss; it is a massive opportunity cost and a pricing nightmare. Compared to TSMC the foundry economics just don't make sense." [X Link](https://x.com/us_stock_in_fo/status/2015402924789334350) 2026-01-25T12:34Z [--] followers, [---] engagements "Lets have an honest conversation about the state of $HIMS. When you look at the chart you are not just seeing price action; you are seeing a broken narrative. The technical damage is severe but it is merely a symptom of a much deeper fundamental issue. The market has officially digested the GLP-1 growth story and now it is asking the uncomfortable question: "What is next" The harsh reality is that without a brand new cash cow something completely distinct from their current offerings a technical reversal seems nearly impossible. We are hitting a saturation point where the user base is finite" [X Link](https://x.com/us_stock_in_fo/status/2015405973251477880) 2026-01-25T12:46Z [--] followers, [---] engagements "I've been seeing some chatter about $Namib Minerals having Chinese capital mixed in so I decided to dig deeper into this myself. First I traced back the 63.7% majority shareholder The Southern SelliBen Trust. Turns out it's controlled by Three Rivers PTC Limited a New Zealand company. But when I followed the ultimate beneficial owner it led me to Mzi Khumalo a South African businessman. Got curious about who this guy is so I dug further. Turns out he was born in [----] and was an anti-apartheid activist who spent [--] years imprisoned on Robben Island alongside Nelson Mandela. After that he built" [X Link](https://x.com/us_stock_in_fo/status/2015443642497044627) 2026-01-25T15:16Z [--] followers, [---] engagements "@Ali_hashroof @canaanio $CAN Reverse-split is coming bro" [X Link](https://x.com/us_stock_in_fo/status/2015449948473659706) 2026-01-25T15:41Z [--] followers, [---] engagements "@hypergrowth102 Hims' SW teams will use AWS LOL. Amazon is using it too. It's easy to catch up even though it's a secret" [X Link](https://x.com/us_stock_in_fo/status/2015456237341888974) 2026-01-25T16:06Z [--] followers, [--] engagements "🚫 Dilution Fears Debunked: $NAMM officially confirms a "Non-Dilutive Funding Strategy" for its $300M-$400M expansion prioritizing project debt & partnerships over new stock offerings" [X Link](https://x.com/us_stock_in_fo/status/2015386993023484325) 2026-01-25T11:31Z [---] followers, [---] engagements "Source from SEC ( $NAMM ) Link: https://app.quotemedia.com/data/downloadFilingwebmasterId=90423&ref=319601039&type=HTML&symbol=NAMM&cdn=d8a01e3c74824d741e6a4f67e6c438e7&companyName=Namib+Minerals&formType=6-K&formDescription=Report+of+foreign+private+issuer+pursuant+to+Rule+13a-16+or+15d-16+under+the+Securities+Exchange+Act+of+1934&dateFiled=2025-11-24" [X Link](https://x.com/us_stock_in_fo/status/2015387702087287261) 2026-01-25T11:34Z [---] followers, [---] engagements "Comparing $BGL and $NAMM reveals two very different investment profiles. NAMM is a traditional miner with 1000+ staff and actual output. BGL is a high-beta play with [--] staff driven by massive potential catalysts rather than current production" [X Link](https://x.com/us_stock_in_fo/status/2015390471049355507) 2026-01-25T11:45Z [---] followers, [---] engagements "3/ Comparing $BGL (Gold + Tech) and $NAMM (Pure Gold) The BGL lawsuit is a major catalyst but operations need cash. With their balance sheet dilution seems inevitable unless they secure debt financingwhich given the gold supercycle is actually plausible" [X Link](https://x.com/us_stock_in_fo/status/2015392246854828424) 2026-01-25T11:52Z [---] followers, [---] engagements "5/ The math on $BGL is terrifyingly simple: It is either a 7x premium or a donut. There is no in-between. I have a high tolerance for volatility but this is a literal coin flip with a bankruptcy risk. I like making money but I like keeping my hair more. Too spicy for me" [X Link](https://x.com/us_stock_in_fo/status/2015393870776090985) 2026-01-25T11:58Z [---] followers, [---] engagements "6/ Pieced together the $BGL story using AI & SEC docs (takes [--] second these days lol). The setup: FGR (Heath Goldfields) is just the vehicle BGL created to hunt this gold. They smelled the money. Think of it like buying a rotting villa in a prime redevelopment zone. You know the land is a jackpot but you inherit the "dirty work"evictions debt and cleaning up the mess (wage arrears/bad contracts) before you get the payout. Plus the 'Standard Gold Coin' (SGC) ecosystem Perfect bait to hook the crypto crowd. https://twitter.com/i/web/status/2015394364890222802" [X Link](https://x.com/us_stock_in_fo/status/2015394364890222802) 2026-01-25T12:00Z [---] followers, [---] engagements "Could $NAMM be a potential 10-bagger or not Lets decode the story. First kill the political risk narrative. Zimbabwes Finance Minister Ncube explicitly told Parliament: "We do not kill the goose that lays the golden egg." This isn't just talk. When $NAMM rang the NASDAQ closing bell post-SPAC they were flanked by Zimbabwean diplomats. That is the ultimate signal of "friendly ties" and government backing. Second don't look at past financialsthis is a post-SPAC play where Future Value is key. When the original valuation set a $9 price target gold was less than half of today's price. Now gold is" [X Link](https://x.com/us_stock_in_fo/status/2015399635859489264) 2026-01-25T12:21Z [---] followers, 15.2K engagements "When $namm first went public through a $SPAC structure gold prices were stagnant around $2000/oz and frankly the companys valuation seemed detached from real tangible value. But with $gold now trading near $5000/oz and the share price having already risen about 2.5x its clear that the market is starting to reprice future potential and this revaluation may still be in its early stages. The companys current market cap sits around USD [-----] million. Yet it owns two major underground gold assets in Zimbabwe with substantial proven resources not just exploration licenses but actual mines with" [X Link](https://x.com/us_stock_in_fo/status/2015433394541543637) 2026-01-25T14:35Z [---] followers, [---] engagements "$NAMM I believe we are at a point where more people than expected are focusing on undervalued gold miners and copper/cobalt-related companies. This makes sense as gold silver and copper/cobalt are already viewed as the safest assets in [----] amidst geopolitical concerns. It seems that investors are increasingly favoring the safety of physical assets over equities as a reaction to intensifying geopolitical risks. I suspect this is exactly why NAMM continues to absorb the opposing supply in the market. https://twitter.com/i/web/status/2016159558176276527" [X Link](https://x.com/us_stock_in_fo/status/2016159558176276527) 2026-01-27T14:41Z [---] followers, [---] engagements "$Redwire was selected today as a participant in the U.S. Department of Defenses SHIELD contract and the stock is having a very strong session. Back in December of last year I believed these two namestogether with $SIDU would have some of the biggest upside elasticity among small- and mid-cap stocks so I gradually accumulated shares. Thanks to that todays sharp move higher feels great. Given that the total size of this contract is a massive project worth up to $151 billion it seems reasonable as a shareholder to continue holding. Also because this is an IDIQ contract managed by the Missile" [X Link](https://x.com/us_stock_in_fo/status/2016163718992953725) 2026-01-27T14:57Z [---] followers, [----] engagements "$NAMM stock is swinging wildly but I am not shaken. I don't view this as a simple pump-and-dump; rather I see the current volatility as a tug-of-war between belief and skepticism regarding the company's true asset value. Of course given the sharp short-term rally profit-taking is to be expected. However the volume remains healthy and the market continues to see strong potential in their African mining assets. While these regions were politically unstable until recently rising gold and commodity prices have shifted the narrative. Local governments now recognize these companies as cash cows. We" [X Link](https://x.com/us_stock_in_fo/status/2016165589891612805) 2026-01-27T15:05Z [---] followers, [---] engagements "$hims I am a value investor. However I believe a true investor is someone who offers candid advice when a company is declining. The company I want to discuss this time is Hims & Hers. In such an intensely competitive landscape it will not be easy for them to record rapid growth moving forward. With Big Tech giants like Amazon already entering the fray the competitive moat they have built so far is effectively being reshaped into a new dimension. The correct judgment for an investor in this situation is to forecast the actual market size and whether their revenue pie will grow or shrink." [X Link](https://x.com/us_stock_in_fo/status/2016185097280692574) 2026-01-27T16:22Z [---] followers, [---] engagements "If you are looking to invest capital right now putting money into the most undervalued gold miners could be a quite rational choice. The Dollar Index is currently falling more than expected and with growing international credit and geopolitical risks dollar assets are being sold off en masse. The South Korean Won is appreciating against the Dollar by about 1.5% daily signaling a massive capital inflow into emerging markets. Companies like Samsung Electronics SK Hynix and Ecopro are surging frantically averaging around 5% gains per day. Can this truly be called a normal market This environment" [X Link](https://x.com/us_stock_in_fo/status/2016489681572274652) 2026-01-28T12:32Z [---] followers, [---] engagements "BlackRock's recent proclamation marks a watershed moment in institutional investing "bonds are no longer a safe hedge." This statement coming from the world's largest asset manager should send shockwaves through every portfolio constructed on the post-2008 consensus that equities and bonds move inversely. The cause is tariff uncertainty and geopolitical fragmentation. Long-term bond yields are spiking not because of traditional inflation fears but because markets are pricing in U.S. trade wars and potential currency debasement. When governments weaponize tariffs and fragment supply chains the" [X Link](https://x.com/us_stock_in_fo/status/2016514512514601079) 2026-01-28T14:11Z [---] followers, [---] engagements "$TRX vs $NAMM What do you think 😀" [X Link](https://x.com/us_stock_in_fo/status/2017209723712676020) 2026-01-30T12:14Z [---] followers, [---] engagements "Recently $NAMM's stock price reached the $8 mark but as gold prices declined and gold mining stocks took a little bit of downturn the company experienced significant correction. There's something we need to examine here. So the question is: Is this stock simply a speculative investment in a gold mining company Or is it a company where we should invest based on future value potential To find the answer I've been continuously searching for information on the company's current mining project progress related presentation materials and SEC filings. A gold mining stock with this much daily" [X Link](https://x.com/us_stock_in_fo/status/2017221431554437401) 2026-01-30T13:00Z [---] followers, [---] engagements "We have a company where active short selling is occurring despite a Cost to Borrow (CTB) fee of around 300%. In fact reaching this level is an extremely rare case equating to an interest cost of nearly 1% per day. Typically this pattern appears when a stock price spikes. However seeing the Days to Cover at [----] suggests a strategy of rapid repeated shorting and covering (high-frequency turnover). This is where it gets interesting: stocks with such high borrow fee percentages often serve as a strong signal that we are on the verge of a short squeeze. At the same time this is a dangerous CTB" [X Link](https://x.com/us_stock_in_fo/status/2017228804729798686) 2026-01-30T13:30Z [---] followers, [---] engagements "Interesting to watch here is short interest of $GME and $PLTR" [X Link](https://x.com/us_stock_in_fo/status/2017229550397341978) 2026-01-30T13:32Z [---] followers, [---] engagements "The Reason Behind $TRX Stock's 10x Surge This company was originally a small enterprise operating a single asset: the Buckreef Gold Project in northwest Tanzania. It was essentially a junior miner running a modest operation in Africa. Until just before the gold price explosion it remained a micro-cap company. However with gold prices skyrocketing and its structure as a Joint Venture with the Tanzanian government providing political stability the market began to re-evaluate it as a mining company fully capable of executing a turnaround. In fact the company recently reported gold-related EBITDA" [X Link](https://x.com/us_stock_in_fo/status/2017233119305494646) 2026-01-30T13:47Z [---] followers, [---] engagements "$TRX vs $NAMM Gold Small-Mid Cap Treasure let's find out. [--]. $TRX(TRX Gold Corporation) Canadian-capitalized enterprise $TRX manages the Buckreef Mine which is currently in commercial production. The mine operates with a processing capacity of [----] tonnes per day (tpd). Following recent earnings results that highlighted a 57% gross margin the stock price has surged 10x. [--]. $NAMM(Namib Minerals) US-capitalized enterprise $NAMM manages the How Mine which is currently in commercial production with a processing throughput of [-----] ton per month aproximate to [----] tpd. The company has announced" [X Link](https://x.com/us_stock_in_fo/status/2017237855752630479) 2026-01-30T14:05Z [---] followers, [---] engagements "Hidden Gold Miner Is the market finally waking up to $NAMM's undervaluation after clearing that key resistance level I am not sure but the stock has surged 17% in only [--] minutes" [X Link](https://x.com/us_stock_in_fo/status/2017249682922381643) 2026-01-30T14:52Z [---] followers, [----] engagements "Insane drop at $NAMM Trading at $3.5" [X Link](https://x.com/us_stock_in_fo/status/2017332661887639662) 2026-01-30T20:22Z [---] followers, [---] engagements "Kept averaging down $NAMM" [X Link](https://x.com/us_stock_in_fo/status/2017337430932918395) 2026-01-30T20:41Z [---] followers, [---] engagements "$SGML (Sigma Lithuim Canadian comapny with multiple continent operation) is pushing to become an industry leader. This is interesting news. In this industry productivity equals money and after a lengthy construction period it looks like they're now entering full-scale highly efficient operations. They just announced that they've completed the mine restructuring work at Mine [--] in Vale do Jequitinhonha and resumed mining operations as of February 2nd. The company stated that by purchasing large equipment and supplementing with subcontracted smaller equipment they expect to nearly 3x(triple)" [X Link](https://x.com/us_stock_in_fo/status/2018341245618475123) 2026-02-02T15:10Z [---] followers, [---] engagements "While the ticker $TRX is also associated with the $TRON coin I personally have a strong distaste for it. Its founder may have been popular during the early days of crypto but if you look at the performance of his related coins in bearish markets the results have been nothing short of disastrous. But enough about that. What I really want to discuss is $TRX Gold a small-cap gold mining company listed on the NYSE. I have currently established a short position on this stock. My reasoning is simple: the recent price surge has been far too rapid and the current consensus on its earnings and revenue" [X Link](https://x.com/us_stock_in_fo/status/2018700574032793910) 2026-02-03T14:58Z [---] followers, [---] engagements "Thank you $silver While many people view $silver as a speculative investments and are calling it bearish I have a different perspective. In my country South Korea we have Samsung Electronics one of the world's largest semiconductor companies along with Hanwha a major solar cell manufacturer. And of course we have Hyundai Motor Company. The reality is that all the computers smartphones internal combustion vehicles electric vehicles and solar panels these companies produce desperately need silver. Fortunately thanks for buying at this level we are all happy. But these comapanies literally can't" [X Link](https://x.com/us_stock_in_fo/status/2019401627032248349) 2026-02-05T13:24Z [---] followers, [---] engagements "I think the structural shift from defined benefit pensions to 401(k) plans has effectively privatized solvency risk leaving retirees vulnerable to sequence ofreturns risk and inflation. For the average worker the math often fails. A safe 4% withdrawal rate on a standard portfolio yields a monthly stipend that woefully underperforms pre-retirement purchasing power. Ultimately the system functions more efficiently as a tax shelter for high earners than as a guaranteed income safety net for the broader population. https://twitter.com/i/web/status/2017241429748371477" [X Link](https://x.com/us_stock_in_fo/status/2017241429748371477) 2026-01-30T14:20Z [---] followers, [--] engagements "Its quite impressive to see $SGML rallying 13% just a day after I shared the news about their new mine opening. Im currently taking some time to dig deeper into the company and I've found their approach to ESG particularly striking. While environmental pollution is a notorious issue in lithium extraction seeing how they tackle these challenges through innovative methods is incredibly refreshing from my perspective as a professional in the energy industry. I highly recommend looking into them if you're interested in sustainable lithuim mining and manufacturing. Ill be spending more time this" [X Link](https://x.com/us_stock_in_fo/status/2018706976159756426) 2026-02-03T15:23Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@us_stock_in_fo DevBanksDevBanks posts on X about $namm, gold, silver, $bgl the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 61.76% cryptocurrencies 17.65% countries 11.76% stocks 10.29% exchanges 5.88% technology brands 4.41% travel destinations 1.47% currencies 1.47% automotive brands 1.47%
Social topic influence $namm #15, gold 26.47%, silver #3353, $bgl 8.82%, stocks 7.35%, company 7.35%, money 7.35%, nasdaq #774, market #843, future 5.88%
Top accounts mentioned or mentioned by @trackhawk2020 @norad1976 @usstockinfopostdtskqbk4xfxmtaqf0d5wmph8l4oat8gwwzei7uyvwt9vdyu1bsnh5q0wmencskkw1s6xfvt2fhpk2ftmlfslof1 @alihashroof @canaanio @hypergrowth102 @rustyshrink @adam82463210129 @jsilvatrading
Top assets mentioned Bitgesell (BGL) Sigma Lithium Corporation Common Shares (SGML) TRON (TRX) Barrick Gold Corp. (GOLD) AST SpaceMobile, Inc. Class A Common Stock (ASTS) TMC the metals company Inc. Common Stock (TMC) Canaan Inc. (CAN) Oklo Inc. (OKLO) Hims & Hers Health, Inc. (HIMS) Velo (VELO) Blue Gold Limited Class A Ordinary Shares (BGL) Sociedad Quimica y Minera de Chile SA (SQM) NuScale Power Corporation (SMR) Intel Corporation (INTC) Sidus Space, Inc. (SIDU) Redwire Corporation (RDW)
Top posts by engagements in the last [--] hours
"It is regrettable to observe the predicament of Namib Minerals ( $NAMM) which possesses theoretical value through its Zimbabwe operations yet finds itself suffocated by the capital constraints revealed in SEC filings where the combination of a Nasdaq deficiency notice and the urgent need for funding points toward inevitable dilution that renders the stock a disheartening trap for investors who recognize that ambitious projects cannot succeed without the liquidity to support them https://twitter.com/i/web/status/2021230509154763250 https://twitter.com/i/web/status/2021230509154763250"
X Link 2026-02-10T14:31Z [---] followers, [---] engagements
"$velo Although the designation as the U.S. Army GVSCs first additive manufacturing supplier provides undeniable validation for Velo3Ds technology it looks liken it remains trapped by a hostile market sentiment that lacks the liquidity to support high-beta assets which suggests that the formidable resistance at $16 will likely trigger a sell-off as weary investors utilize this brief volatility to exit positions rather than chase a breakout that the current macro environment cannot sustain. https://twitter.com/i/web/status/2021230803225829710 https://twitter.com/i/web/status/2021230803225829710"
X Link 2026-02-10T14:32Z [---] followers, [---] engagements
"$ASTS for $100 Failure to defend this support level creates a vacuum that likely pulls $ASTS down toward $70 which represents a painful but necessary liquidity reset for a stock where the crowded positioning of retail optimism is vulnerable to a technical invalidation that algorithms will ruthlessly exploit"
X Link 2026-02-10T14:46Z [---] followers, [---] engagements
"Silver almost heading to $100 Now $86"
X Link 2026-02-11T11:38Z [---] followers, [--] engagements
"The reason I find $namm more interesting than $bgl (Blue Gold Limited) is mainly due to the difference in leadership background and management experience. $NAMM s CEO and executives are seasoned mining professionals whose entire careers have revolved around the mining industry. In contrast $bgl s leadership seems less connected to gold or mining and gives off more of a private equity or hedge fund vibe. $BGL is very active on social media and often talk about their new business ventures but theres little to no actual revenue and most of their language sounds more like we plan to or we aim to."
X Link 2026-01-25T13:44Z [---] followers, [----] engagements
"Insane Profit Story for $NAMM When investing in $gold $mining companies one must look at the $AISC (All-In Sustaining Costs)the actual cost to mine the goldand compare it against the current market price of gold. Since I aspire to be a value investor I enjoy looking at the numbers. Right now we are in a situation where the price of gold is $5200. Although it hit $5300 today let's calculate based on $5200 for now. Below is a simple calculation of how much operating cash flow (EBITDA) NAMM generates per day. Please note that these are estimates. Daily revenue varies depending on the production"
X Link 2026-01-28T13:03Z [---] followers, 21.2K engagements
"Recently $NAMM's stock price reached the $8 mark but as gold prices declined and gold mining stocks took a little bit of downturn the company experienced significant correction. There's something we need to examine here. So the question is: Is this stock simply a speculative investment in a gold mining company Or is it a company where we should invest based on future value potential To find the answer I've been continuously searching for information on the company's current mining project progress related presentation materials and SEC filings. A gold mining stock with this much daily"
X Link 2026-01-30T13:18Z [---] followers, [----] engagements
"$NAMM This insane Gold Miner hopefully go to $10 soon"
X Link 2026-02-02T04:29Z [---] followers, [----] engagements
"After reading the Bloomberg article 'Trump Launches $12 Billion Minerals Stockpile to Counter China' it seems like companies such as $TMC will show a massive spike again. Although the stock price has been weak recently today's White House moves confirm that the sentiment is shifting back to an upward trend. It's next stop is above $9. Currently traded in $7.23 https://twitter.com/i/web/status/2018321848036139254 https://twitter.com/i/web/status/2018321848036139254"
X Link 2026-02-02T13:53Z [---] followers, [----] engagements
"$TMC (The Metals Company you should know before trading Extracting anything from the coast or the ocean floor is an immense undertaking especially when it comes to minerals. It requires specialized vessels sophisticated offshore equipment and perfect weather windows. Even then it constantly battling limited loading capacities and logistical bottlenecks. I have to walk back my previous stance on $TMC. I had briefly classified it as a promising rare earth play because I hadn't done enough study but I am retracting that now. From a technical and operational standpoint the path to profitability"
X Link 2026-02-03T16:04Z [---] followers, [---] engagements
"Asian know $silver will go upside. It is an irony of the highest order that bearish narratives persist in the face of a historic arbitrage chasm between Shanghai and New York where physical silver commands a premium exceeding 40% over Western spot prices which signals a systemic fracture that paper markets can no longer mask. Investors betting on a decline are effectively ignoring the fifth consecutive year of structural deficits and the reality that Chinas recent export controls have turned silver into a strategic asset creating a scenario where the relentless drain of COMEX inventories must"
X Link 2026-02-10T15:06Z [---] followers, [---] engagements
"@Trackhawk2020 Honestly $bgl they don't have prosperous future and don't even making single dollar"
X Link 2026-02-10T15:55Z [---] followers, [--] engagements
"After looking into $SGML it seems theyre a top-5 lithium producer. Its a company that major players like $Albemarle and $SQM are closely watching. Whats also interesting is the strategy belowtheres more of a price premium than I expected. SGML markets what it calls Quintuple Zero Green Lithium: -Zero coal-fired power usage -Zero tailings dams (dry stacking technology) -Zero use of drinking water -Zero use of toxic chemicals -Zero worker accidents The companys environmental differentiation is actually being reflected in realized pricing. For example the average realized selling price in 2025"
X Link 2026-02-02T15:41Z [---] followers, [---] engagements
"#SGML Well I put more time studying about $SGML. The regulatory overhang that depressed the stock 30% in January has cleared with the news of ANM's February 2nd safety confirmation creating a classic crisis-creates-opportunity setup. Trading volume doubled from 3.5M to 7.6M shares yesterday while options traders have positioned heavily bullish with 75% call bias ($2M in calls vs $260K in puts) targeting $14-18 strikes. At a $1.339B market cap SGML trades at a significant discount to SQM's $10.8B despite comparable production capacity (270K vs 240K tonnes annually) offering superior"
X Link 2026-02-04T11:22Z [---] followers, [---] engagements
"China with South Korea for critical Minerals"
X Link 2026-02-05T14:20Z [---] followers, [--] engagements
"RT @norad1976: . 3"
X Link 2026-02-06T09:17Z [---] followers, [--] engagements
"Gold is heading $10000 Silver will go to $300"
X Link 2026-02-06T15:34Z [---] followers, [---] engagements
"$CAN is totally scam company. It hasn't been bullish ever. Don't waste your time and money. In addition $DVLT $SLNH $GPUS"
X Link 2026-02-09T10:46Z [---] followers, [----] engagements
"$ASTS totally scam company"
X Link 2026-02-09T10:49Z [---] followers, [---] engagements
"As an investor who prioritizes following market liquidity I view $MNTS as a dangerous play in a sector where capital is visibly evaporating and only dominant forces like SpaceX are positioned to survive which leaves smaller entities to fade into irrelevance as they lose retail interest. Considering the price action that has already violated critical technical support levels buying at this stage is essentially a speculative gamble that ignores the structural exodus of capital from the industry. https://twitter.com/i/web/status/2021227537079337033"
X Link 2026-02-10T14:19Z [---] followers, [---] engagements
"It is regrettable to observe the predicament of Namib Minerals ( $NAMM) which possesses theoretical value through its Zimbabwe operations yet finds itself suffocated by the capital constraints revealed in SEC filings where the combination of a Nasdaq deficiency notice and the urgent need for funding points toward inevitable dilution that renders the stock a disheartening trap for investors who recognize that ambitious projects cannot succeed without the liquidity to support them https://twitter.com/i/web/status/2021230264840786083 https://twitter.com/i/web/status/2021230264840786083"
X Link 2026-02-10T14:30Z [---] followers, [---] engagements
"Heading to $5"
X Link 2026-02-10T14:35Z [---] followers, [--] engagements
"BREAKING: Silver prices surge over +6% now back above $86/oz"
X Link 2026-02-11T11:53Z [---] followers, [--] engagements
"Why It Could Be a 5x Opportunity: Santacruz Silver Mining: $SCZM I've been analyzing smaller silver miners and found what appears to be a significant market inefficiency with Santacruz Silver Mining. $SCZM produces approximately [---] million ounces of silver annually. '25 full year production Q1: 1.59M oz Q2: 1.42M oz Q3: 1.24M oz Q4: 1.34M oz This translates to roughly $196 per ounce of annual production. But yet it trades at a market cap of just $1.1 billion. It looks like cheaper than its current peers. So I got into study more. Compare this to peers Endeavour Silver (EXK) It trades at"
X Link 2026-02-11T12:14Z [---] followers, [---] engagements
"Another day another 16% premarket pop for $NAMM. Where are all the doom and gloom bears who were celebrating that Nasdaq compliance notice last week Funny how selective memory works. Let me refresh everyone's memory with actual facts. On February 5th it disclosed receiving a Nasdaq letter regarding minimum market value of publicly held shares. The bears immediately started their delisting dance party. What they conveniently forgot to mention in their FUD campaign is that the company stated in the same filing they have already been in compliance for over [--] consecutive days and expect to"
X Link 2026-02-11T12:20Z [---] followers, [---] engagements
"When it will reach $1 bro"
X Link 2026-02-11T12:23Z [---] followers, [---] engagements
"SMR OKLO https://www.threads.com/@us_stock_info/post/DTSk_qbk4xFxmt=AQF0d5wmPH8L4oaT8GWWzei7UyVWT9vDyU1bS_Nh5q0-W_mENCSkKw1s6xFVt2fHpk2FtmLF&slof=1 https://www.threads.com/@us_stock_info/post/DTSk_qbk4xFxmt=AQF0d5wmPH8L4oaT8GWWzei7UyVWT9vDyU1bS_Nh5q0-W_mENCSkKw1s6xFVt2fHpk2FtmLF&slof=1"
X Link 2026-01-09T12:56Z [--] followers, [--] engagements
"The Zimbabwe gold mine news sparked an absolute frenzy. $NAMM The market went wild trading 86x its entire float in just [--] days. Incredible volume. Monday's action will determine if buyers return or if the momentum has faded. Does the $3.00 support hold"
X Link 2026-01-25T09:36Z [--] followers, [---] engagements
"⛏ Growth Engine: Capital will be secured via external financing and internal cash flows from How Mine to restart Redwing protecting shareholder value. 📜 Source: Namib Minerals Business Update (Nov [--] 2025) & SEC Filings"
X Link 2026-01-25T11:31Z [--] followers, [---] engagements
"$NAMM 1) Smart Structure: The amended $3.5M note is strictly capped to protect shareholders debunking rumors of a massive capital raise"
X Link 2026-01-25T11:40Z [--] followers, [---] engagements
"2/ When combined with the Mampon Gold/Copper project and a fintech pivot to digitize gold payments BGL commands a unique speculative premium"
X Link 2026-01-25T11:45Z [--] followers, [--] engagements
"4/ However the "Blockchain Fintech" angle gives me deja vu. It feels like the old playbook where trash blockchain legacy companies tacked on "Tech" to boost multiples. It works for the stock price but does it work for the business Time will tell"
X Link 2026-01-25T11:52Z [--] followers, [--] engagements
"If you are longing $NAMM have a clear thesis. Stop looking at it as a single-mine operator with past losses. The Real Thesis: Capacity Ramp-up: Betting on increased processing power & the massive mine restart imminent in Feb (Redwing is bigger than current ops). Critical Minerals: Its a strategic play on the US supply chain for Copper/Cobalt. Turnaround: Management is fixing the balance sheet by selling gold into this bull run. Invest because you see a multi-asset undervaluation play. If not you are just gambling"
X Link 2026-01-25T12:09Z [--] followers, [---] engagements
"297 Tons. That is the signal. Central Banks aggressively accumulated $gold last year for one reason: They foresee the collapse of the derivatives market. The game is changing from "who owns the contract" to "who owns the reality." In this new paradigm physical gold isn't just a hedge; it is the only asset class that will skyrocket while paper burns. The most dangerous chart right now is the S&P [---] priced in Gold. In dollar terms the stock market looks fine. But in real terms The S&P [---] is actually crashing against $Gold. We are witnessing a historic rotation where the flagship index of the"
X Link 2026-01-25T12:28Z [--] followers, [--] engagements
"Any engineering graduate knows exactly what a 40% or 60% yield implies in the semiconductor industry. I see a lot of people defending $INTC on Threads and economic news especially here in Korea. But with the stock crashing it is time for a brutally honest look. Speed in AI is important but mass production capability is the real Key Factor. Attempting a 1.8nm process with such low yields means you are essentially throwing away half your wafers. That is not just a loss; it is a massive opportunity cost and a pricing nightmare. Compared to TSMC the foundry economics just don't make sense."
X Link 2026-01-25T12:34Z [--] followers, [---] engagements
"Lets have an honest conversation about the state of $HIMS. When you look at the chart you are not just seeing price action; you are seeing a broken narrative. The technical damage is severe but it is merely a symptom of a much deeper fundamental issue. The market has officially digested the GLP-1 growth story and now it is asking the uncomfortable question: "What is next" The harsh reality is that without a brand new cash cow something completely distinct from their current offerings a technical reversal seems nearly impossible. We are hitting a saturation point where the user base is finite"
X Link 2026-01-25T12:46Z [--] followers, [---] engagements
"I've been seeing some chatter about $Namib Minerals having Chinese capital mixed in so I decided to dig deeper into this myself. First I traced back the 63.7% majority shareholder The Southern SelliBen Trust. Turns out it's controlled by Three Rivers PTC Limited a New Zealand company. But when I followed the ultimate beneficial owner it led me to Mzi Khumalo a South African businessman. Got curious about who this guy is so I dug further. Turns out he was born in [----] and was an anti-apartheid activist who spent [--] years imprisoned on Robben Island alongside Nelson Mandela. After that he built"
X Link 2026-01-25T15:16Z [--] followers, [---] engagements
"@Ali_hashroof @canaanio $CAN Reverse-split is coming bro"
X Link 2026-01-25T15:41Z [--] followers, [---] engagements
"@hypergrowth102 Hims' SW teams will use AWS LOL. Amazon is using it too. It's easy to catch up even though it's a secret"
X Link 2026-01-25T16:06Z [--] followers, [--] engagements
"🚫 Dilution Fears Debunked: $NAMM officially confirms a "Non-Dilutive Funding Strategy" for its $300M-$400M expansion prioritizing project debt & partnerships over new stock offerings"
X Link 2026-01-25T11:31Z [---] followers, [---] engagements
"Source from SEC ( $NAMM ) Link: https://app.quotemedia.com/data/downloadFilingwebmasterId=90423&ref=319601039&type=HTML&symbol=NAMM&cdn=d8a01e3c74824d741e6a4f67e6c438e7&companyName=Namib+Minerals&formType=6-K&formDescription=Report+of+foreign+private+issuer+pursuant+to+Rule+13a-16+or+15d-16+under+the+Securities+Exchange+Act+of+1934&dateFiled=2025-11-24"
X Link 2026-01-25T11:34Z [---] followers, [---] engagements
"Comparing $BGL and $NAMM reveals two very different investment profiles. NAMM is a traditional miner with 1000+ staff and actual output. BGL is a high-beta play with [--] staff driven by massive potential catalysts rather than current production"
X Link 2026-01-25T11:45Z [---] followers, [---] engagements
"3/ Comparing $BGL (Gold + Tech) and $NAMM (Pure Gold) The BGL lawsuit is a major catalyst but operations need cash. With their balance sheet dilution seems inevitable unless they secure debt financingwhich given the gold supercycle is actually plausible"
X Link 2026-01-25T11:52Z [---] followers, [---] engagements
"5/ The math on $BGL is terrifyingly simple: It is either a 7x premium or a donut. There is no in-between. I have a high tolerance for volatility but this is a literal coin flip with a bankruptcy risk. I like making money but I like keeping my hair more. Too spicy for me"
X Link 2026-01-25T11:58Z [---] followers, [---] engagements
"6/ Pieced together the $BGL story using AI & SEC docs (takes [--] second these days lol). The setup: FGR (Heath Goldfields) is just the vehicle BGL created to hunt this gold. They smelled the money. Think of it like buying a rotting villa in a prime redevelopment zone. You know the land is a jackpot but you inherit the "dirty work"evictions debt and cleaning up the mess (wage arrears/bad contracts) before you get the payout. Plus the 'Standard Gold Coin' (SGC) ecosystem Perfect bait to hook the crypto crowd. https://twitter.com/i/web/status/2015394364890222802"
X Link 2026-01-25T12:00Z [---] followers, [---] engagements
"Could $NAMM be a potential 10-bagger or not Lets decode the story. First kill the political risk narrative. Zimbabwes Finance Minister Ncube explicitly told Parliament: "We do not kill the goose that lays the golden egg." This isn't just talk. When $NAMM rang the NASDAQ closing bell post-SPAC they were flanked by Zimbabwean diplomats. That is the ultimate signal of "friendly ties" and government backing. Second don't look at past financialsthis is a post-SPAC play where Future Value is key. When the original valuation set a $9 price target gold was less than half of today's price. Now gold is"
X Link 2026-01-25T12:21Z [---] followers, 15.2K engagements
"When $namm first went public through a $SPAC structure gold prices were stagnant around $2000/oz and frankly the companys valuation seemed detached from real tangible value. But with $gold now trading near $5000/oz and the share price having already risen about 2.5x its clear that the market is starting to reprice future potential and this revaluation may still be in its early stages. The companys current market cap sits around USD [-----] million. Yet it owns two major underground gold assets in Zimbabwe with substantial proven resources not just exploration licenses but actual mines with"
X Link 2026-01-25T14:35Z [---] followers, [---] engagements
"$NAMM I believe we are at a point where more people than expected are focusing on undervalued gold miners and copper/cobalt-related companies. This makes sense as gold silver and copper/cobalt are already viewed as the safest assets in [----] amidst geopolitical concerns. It seems that investors are increasingly favoring the safety of physical assets over equities as a reaction to intensifying geopolitical risks. I suspect this is exactly why NAMM continues to absorb the opposing supply in the market. https://twitter.com/i/web/status/2016159558176276527"
X Link 2026-01-27T14:41Z [---] followers, [---] engagements
"$Redwire was selected today as a participant in the U.S. Department of Defenses SHIELD contract and the stock is having a very strong session. Back in December of last year I believed these two namestogether with $SIDU would have some of the biggest upside elasticity among small- and mid-cap stocks so I gradually accumulated shares. Thanks to that todays sharp move higher feels great. Given that the total size of this contract is a massive project worth up to $151 billion it seems reasonable as a shareholder to continue holding. Also because this is an IDIQ contract managed by the Missile"
X Link 2026-01-27T14:57Z [---] followers, [----] engagements
"$NAMM stock is swinging wildly but I am not shaken. I don't view this as a simple pump-and-dump; rather I see the current volatility as a tug-of-war between belief and skepticism regarding the company's true asset value. Of course given the sharp short-term rally profit-taking is to be expected. However the volume remains healthy and the market continues to see strong potential in their African mining assets. While these regions were politically unstable until recently rising gold and commodity prices have shifted the narrative. Local governments now recognize these companies as cash cows. We"
X Link 2026-01-27T15:05Z [---] followers, [---] engagements
"$hims I am a value investor. However I believe a true investor is someone who offers candid advice when a company is declining. The company I want to discuss this time is Hims & Hers. In such an intensely competitive landscape it will not be easy for them to record rapid growth moving forward. With Big Tech giants like Amazon already entering the fray the competitive moat they have built so far is effectively being reshaped into a new dimension. The correct judgment for an investor in this situation is to forecast the actual market size and whether their revenue pie will grow or shrink."
X Link 2026-01-27T16:22Z [---] followers, [---] engagements
"If you are looking to invest capital right now putting money into the most undervalued gold miners could be a quite rational choice. The Dollar Index is currently falling more than expected and with growing international credit and geopolitical risks dollar assets are being sold off en masse. The South Korean Won is appreciating against the Dollar by about 1.5% daily signaling a massive capital inflow into emerging markets. Companies like Samsung Electronics SK Hynix and Ecopro are surging frantically averaging around 5% gains per day. Can this truly be called a normal market This environment"
X Link 2026-01-28T12:32Z [---] followers, [---] engagements
"BlackRock's recent proclamation marks a watershed moment in institutional investing "bonds are no longer a safe hedge." This statement coming from the world's largest asset manager should send shockwaves through every portfolio constructed on the post-2008 consensus that equities and bonds move inversely. The cause is tariff uncertainty and geopolitical fragmentation. Long-term bond yields are spiking not because of traditional inflation fears but because markets are pricing in U.S. trade wars and potential currency debasement. When governments weaponize tariffs and fragment supply chains the"
X Link 2026-01-28T14:11Z [---] followers, [---] engagements
"$TRX vs $NAMM What do you think 😀"
X Link 2026-01-30T12:14Z [---] followers, [---] engagements
"Recently $NAMM's stock price reached the $8 mark but as gold prices declined and gold mining stocks took a little bit of downturn the company experienced significant correction. There's something we need to examine here. So the question is: Is this stock simply a speculative investment in a gold mining company Or is it a company where we should invest based on future value potential To find the answer I've been continuously searching for information on the company's current mining project progress related presentation materials and SEC filings. A gold mining stock with this much daily"
X Link 2026-01-30T13:00Z [---] followers, [---] engagements
"We have a company where active short selling is occurring despite a Cost to Borrow (CTB) fee of around 300%. In fact reaching this level is an extremely rare case equating to an interest cost of nearly 1% per day. Typically this pattern appears when a stock price spikes. However seeing the Days to Cover at [----] suggests a strategy of rapid repeated shorting and covering (high-frequency turnover). This is where it gets interesting: stocks with such high borrow fee percentages often serve as a strong signal that we are on the verge of a short squeeze. At the same time this is a dangerous CTB"
X Link 2026-01-30T13:30Z [---] followers, [---] engagements
"Interesting to watch here is short interest of $GME and $PLTR"
X Link 2026-01-30T13:32Z [---] followers, [---] engagements
"The Reason Behind $TRX Stock's 10x Surge This company was originally a small enterprise operating a single asset: the Buckreef Gold Project in northwest Tanzania. It was essentially a junior miner running a modest operation in Africa. Until just before the gold price explosion it remained a micro-cap company. However with gold prices skyrocketing and its structure as a Joint Venture with the Tanzanian government providing political stability the market began to re-evaluate it as a mining company fully capable of executing a turnaround. In fact the company recently reported gold-related EBITDA"
X Link 2026-01-30T13:47Z [---] followers, [---] engagements
"$TRX vs $NAMM Gold Small-Mid Cap Treasure let's find out. [--]. $TRX(TRX Gold Corporation) Canadian-capitalized enterprise $TRX manages the Buckreef Mine which is currently in commercial production. The mine operates with a processing capacity of [----] tonnes per day (tpd). Following recent earnings results that highlighted a 57% gross margin the stock price has surged 10x. [--]. $NAMM(Namib Minerals) US-capitalized enterprise $NAMM manages the How Mine which is currently in commercial production with a processing throughput of [-----] ton per month aproximate to [----] tpd. The company has announced"
X Link 2026-01-30T14:05Z [---] followers, [---] engagements
"Hidden Gold Miner Is the market finally waking up to $NAMM's undervaluation after clearing that key resistance level I am not sure but the stock has surged 17% in only [--] minutes"
X Link 2026-01-30T14:52Z [---] followers, [----] engagements
"Insane drop at $NAMM Trading at $3.5"
X Link 2026-01-30T20:22Z [---] followers, [---] engagements
"Kept averaging down $NAMM"
X Link 2026-01-30T20:41Z [---] followers, [---] engagements
"$SGML (Sigma Lithuim Canadian comapny with multiple continent operation) is pushing to become an industry leader. This is interesting news. In this industry productivity equals money and after a lengthy construction period it looks like they're now entering full-scale highly efficient operations. They just announced that they've completed the mine restructuring work at Mine [--] in Vale do Jequitinhonha and resumed mining operations as of February 2nd. The company stated that by purchasing large equipment and supplementing with subcontracted smaller equipment they expect to nearly 3x(triple)"
X Link 2026-02-02T15:10Z [---] followers, [---] engagements
"While the ticker $TRX is also associated with the $TRON coin I personally have a strong distaste for it. Its founder may have been popular during the early days of crypto but if you look at the performance of his related coins in bearish markets the results have been nothing short of disastrous. But enough about that. What I really want to discuss is $TRX Gold a small-cap gold mining company listed on the NYSE. I have currently established a short position on this stock. My reasoning is simple: the recent price surge has been far too rapid and the current consensus on its earnings and revenue"
X Link 2026-02-03T14:58Z [---] followers, [---] engagements
"Thank you $silver While many people view $silver as a speculative investments and are calling it bearish I have a different perspective. In my country South Korea we have Samsung Electronics one of the world's largest semiconductor companies along with Hanwha a major solar cell manufacturer. And of course we have Hyundai Motor Company. The reality is that all the computers smartphones internal combustion vehicles electric vehicles and solar panels these companies produce desperately need silver. Fortunately thanks for buying at this level we are all happy. But these comapanies literally can't"
X Link 2026-02-05T13:24Z [---] followers, [---] engagements
"I think the structural shift from defined benefit pensions to 401(k) plans has effectively privatized solvency risk leaving retirees vulnerable to sequence ofreturns risk and inflation. For the average worker the math often fails. A safe 4% withdrawal rate on a standard portfolio yields a monthly stipend that woefully underperforms pre-retirement purchasing power. Ultimately the system functions more efficiently as a tax shelter for high earners than as a guaranteed income safety net for the broader population. https://twitter.com/i/web/status/2017241429748371477"
X Link 2026-01-30T14:20Z [---] followers, [--] engagements
"Its quite impressive to see $SGML rallying 13% just a day after I shared the news about their new mine opening. Im currently taking some time to dig deeper into the company and I've found their approach to ESG particularly striking. While environmental pollution is a notorious issue in lithium extraction seeing how they tackle these challenges through innovative methods is incredibly refreshing from my perspective as a professional in the energy industry. I highly recommend looking into them if you're interested in sustainable lithuim mining and manufacturing. Ill be spending more time this"
X Link 2026-02-03T15:23Z [---] followers, [---] engagements
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