Dylan Berg

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Dylan Berg

Dylan Berg

@dylan_berg

🇨🇦 Dad, Bad Golfer, Small Town Living, Mining Capital Markets, VRIFY AI

Canada Beigetreten Kasım 2008
3.5K Folgt5.1K Follower
Dylan Berg retweetet
Heather Exner-Pirot
Heather Exner-Pirot@ExnerPirot·
Some of you still seem to think oil is only used for gasoline for light duty vehicles, because that’s the only time you’ve physically encountered it. Expensive and scarce oil is an omnicrisis for the global economy. It cannot be replaced by electrons from solar panels.
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Lobo Tiggre
Lobo Tiggre@duediligenceguy·
Knock, knock... (I'm NOT recommending any of these stocks—my point is about the sector: Did the World suddenly stop needing metals?)
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Bussin' With The Boys
Bussin' With The Boys@BussinWTB·
We may have just witnessed the greatest goal ever scored
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Dylan Berg
Dylan Berg@dylan_berg·
Gerald, Keith, Dave and the whole crew here are my favourite thing on Twitter right now. Great storytelling! Thank you Sama!
Sama Hoole@SamaHoole

A criticism arrived this week suggesting that Gerald represents a "fantastical, cherry-picked version of British beef farming that bears no relation to industrial reality." Let's address this directly. There are no beef cattle in factory farms in the United Kingdom. Not some. Not most. None. Factory farming of beef cattle: the indoor, grain-fed, densely stocked system that generates the statistics most people cite when they cite beef statistics, is an American model. It does not exist here. It is not legal here in the form it takes there. The land, the climate, and the regulatory framework do not permit it. Every beef cow in Britain is raised outdoors on pasture. Approximately 85% are grass-fed for their entire lives. The majority are grass-finished: they reach slaughter weight on forage, with some grain added in the finishing period. The beef in British supermarkets comes from fields, not feedlots. Gerald is not a carefully selected exception. Gerald is the norm. Gerald is what British beef production looks like. The farmer near Ledbury is not running an artisan heritage operation. He is running a standard British beef farm. The statistics people reach for: the emissions figures, the land use figures, the water figures, are global averages heavily weighted by the American feedlot system, the Brazilian deforestation story, the industrial grain-fed model that does not apply to a field in Herefordshire and has never applied to a field in Herefordshire. Gerald grazed permanent pasture today. Gerald has grazed permanent pasture every day of his life. Gerald is the rule. The feedlot is in Kansas. Kansas is four and a half thousand miles from the south corner.

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Dylan Berg
Dylan Berg@dylan_berg·
Another leading indicator of Silicon Valley capital coming into mining. More are recognizing that tech bro AI utopia gets stopped in its tracks due to physical constraints of the lack of raw materials to build the infrastructure required for the energy production, transmission and storage required.
travis kalanick@travisk

Atoms. atoms.co/vision

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MINING.COM
MINING.COM@mining·
Critical materials such as copper and uranium are now strategic national assets. Resource equities have broken above multi-year trading ranges as Sprott calls a new commodity cycle. This shift is driven by structural forces: deglobalization and geopolitical tensions. – The Sprott Critical Materials ETF (SETM) has outperformed broader resource benchmarks since April 2025. – Governments are prioritizing control over critical supply chains, including metals tied to electrification, defense, and advanced infrastructure. – Portfolios remain underweight in critical materials, even as global demand grows. 📊 Full report: mining.com/critical-miner… #Copper #Uranium #CriticalMaterials #EnergySecurity #Electrification
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Bloomberg
Bloomberg@business·
For the Lundins, a Swedish-Canadian family that controls a multibillion-dollar mining and oil empire, C$17.5 million may not seem like a big investment. But it becomes so when it delivers a 2,049% return. bloomberg.com/news/articles/…
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Nate Smith #TinBaron
Nate Smith #TinBaron@NateSmith2011·
$EVER.V - On with Charlie Greig detailing preliminary 2026 Drill Planning at GL1 and discussing Cu Target development. Golden Lion project is Au with Cu exploration upside youtu.be/khN_WYWePuA?si…
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High Grade 🚜⚒🌎🇺🇸🇨🇦
Updated LTM EBITDA Margins #Gold #Miners 🔥🔥 Lundin Gold 69% Agnico 69% Newmont 63% Barrick 61% Evolution Mining 61% Kinross 59% Endeavour Mining 56% - not yet reported IamGold 54% Hecla 49% Coeur 48% B2Gold 47% Alamos Gold 46% Eldorado Gold 45% Equinox Gold 44% Orla Mining 39% - not yet reported 🔥🔥 $EQX and $IAG with big step ups. Q4 realized #gold $4,200! 🚜⚒️🌎🥇
High Grade 🚜⚒🌎🇺🇸🇨🇦@EconomicAlpha

LTM EBITDA Margins #Gold #Miners Lundin Gold 69% Agnico 65% Newmont 59% Barrick 59% Kinross 58% Endeavour Mining 56% Evolution Mining 49% Eldorado Gold 47% Alamos Gold 46% IamGold 46% B2Gold 45% Orla Mining 39% Equinox Gold 33% Avg realized gold price Q3 $3460 Q3 profit margins 52% Avg EV/EBITDA x 8-10 Source CapIQ data

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Jordan Roy-Byrne CMT, MFTA ⛏⛏
Jordan Roy-Byrne CMT, MFTA ⛏⛏@TheDailyGold·
Thursday 🧵 You might think you’re late to the party. Gold above 5,000. Silver pushing toward 90. Miners and Juniors absolutely ripping. But this bull market is still in its early innings. In this thread, I’ll show you why. Let’s go.
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Heather Exner-Pirot
Heather Exner-Pirot@ExnerPirot·
Canada is good at mining, but it's the best in the world at mining finance, beating London, AUS, NY and Hong Kong. What an asset for Canada, which must be intentional in maintaining this competitiveness. TSX/V's mining performance in 2025: 📈
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Laura Hudson 🇨🇦
Laura Hudson 🇨🇦@latterdaylaura·
This made my soft mom heart weep A bunch of 4th graders went to all the high school games, then invited the high schoolers to their own game. Maybe the kids are alright
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