Exploration Edge

Rotterdam stays strong, bullish! Have a good weekend y’all ☀️

$W.V $SPRMF Spartan Metals only got more attractive here after the recent pullback. One of the premier US #tungsten picks

5/5 $ULTH.CN $ULTHF I think we'll see solid news flow over the coming months. They'll have a very tight share structure and the book is already looking very great with almost nothing available. Keep an eye out for the ticker $NRDX.CN from next Tuesday- it'll be a good one!

4/? $ULTH.CN $ULTHF It's been a long wait, but I think they will come out firing on all cylinders when the last formalities are squared off. ULTH still owns #lithium projects across Sweden, US and Finland, whereas Bergby is the most progressed and in Sweden's national interest.

1/? $ULTH.CN $ULTHF United Lithium has had a rough spell the past 6 months; however, I belive this is about to turn. Raising C$1.2M that should close shortly.

@Lee_Trades Yeah - will pullback at some point but even at $1,500-2,000 these producers will have very great margins and IRR/NPV for the #tungsten developers will look great.

Western supply issues will keep prices extremely elevated for a while yet, it might pullback slightly but probably not that much imo.

Rotterdam #tungsten APT print flat week/week. Heavily decoupling from the Chinese prices, that continue to pull back. Every week prices stays here means extraordinary profits for producers as $EQR.AX $ALM. $W.V $TUN.L $GMET.L $VKA.AX $WSR.CN $TUNG.CN $ACM.CN

#Lithium taking a breather. Still up almost 80% YTD.

@ScottNorth64736 Well Rotterdam prices on APT are still yet to see a weekly negative print. Will be interesting to see the #tungsten print today.

Is the tungsten trade dead?

@marketplunger1 Another one; Iron Ore 😁

May I introduce you to diamonds?

Pentagon is building an independent #REE + magnet supply chain, per Bloomberg: a Texas plant plus a forthcoming "10X Facility" for the first US vertically integrated mine-to-magnet chain in decades. bloomberg.com/news/articles/…

Cove Kaz asked the Pentagon's Office of Strategic Capital for $400M more, on top of $1.6B in EXIM/DFC LOIs, to fast-track its Kazakhstan #tungsten JV. Katpar and Kairakty target ~12,000 mtpa, ~15% of global supply. mining.com/trump-sons-inv…

SMM Thursday print unchanged for #tungsten APT. Interesting to see the Fastmarkets weekly update today!

$JTWO.V J2 Metals Inc. Announces Closing of Flow-Through Private Placement @newsfile/j2-metals-inc-announces-closing-of-flow-through-private" target="_blank" rel="nofollow noopener">pro.ceo.ca/@newsfile/j2-m…

#Tin price: $56,230 (+$1,655) 5:02pm London metal.com/Tin/LME_SN_3M

@GrumpierBTDay Great hit. If they can connect this 200m step out to the 9.5m @ 87.4 g/t hole a few weeks back, that would be huge. From the NR Alan believes these are indeed connected. At these grades it quickly stacks up to a lotta gold! $CBR.V $CBGZF

$CBR.V $CBGZF

@GrumpierBTDay Great job sir! I believe the best is yet to come for this this commodity supercycle. Buckle up

I don't like posting gain porn. It's uncouth. But I can't share this with anybody in my real life (sans my wife), so y'all are going to get it today. This is a huge milestone - my first 6 figure day. I started tracking my finances in Feb 2022, when I had a net worth of $36,539 and a brokerage account value of $11,860. Today's gain alone exceeds my entire net worth as of Jan '24. It's not just thanks to gains - I maintained a 50% savings rate until Aug of last year. Nevertheless, the magic of compounding, built on independent thinking and research, and the ability to take mindful and intelligent risk, has done incredible things. Deeply grateful to both @Comm_Invest and @majgeoinvesting who have been my biggest influences and educators over the years.

7/7 Watching Friday's comms for three things: (1) Length of any #REE extension (2) Whether dual-use licensing is touched (3) Specific mention of antimony, gallium, germanium Even in the most friendly scenario, building these supply chains out in the West is crucial imo.

6/ Tungsten is a good proxy - China's processing dominance is "only" ~80%, but the January 1, 2027 US federal procurement cliff banning Chinese #tungsten from defense use is a hard date Beijing cannot move. Still only a few Western producers as $EQR.AX and $ALM.

1/ Trump landed in Beijing tonight. Two days of talks with Xi, May 14-15. For critical minerals, the entire summit comes down to one question: does the October #REE truce get extended, or does Beijing put the licensing screws back in? foreignpolicy.com/2026/05/12/tru…