Evolve Royalties

46 posts

Evolve Royalties banner
Evolve Royalties

Evolve Royalties

@EvolveRoyalties

Copper-focused royalty company building long-life exposure to critical metals, financing the future of mining.

Canada Katılım Mayıs 2024
119 Takip Edilen83 Takipçiler
Evolve Royalties retweetledi
Robert Friedland
Robert Friedland@robert_ivanhoe·
A VERY IMPORTANT READ! Jeff Currie @CommodMkt was formerly the Global Head of Commodities Research at @GoldmanSachs. He is one of the world’s smartest commodity market strategists. He outlines why the crowded investment into AI has created the most asymmetric trade of our modern era… and why the smart money is investing in the physical assets AI requires to operate. You can’t print molecules… Jeff is also on the board of @abaxx_tech , @IPulseGroup and @bluesparkenergy some of the most important and disruptive technology companies.
Jeffrey Currie 🆔++@CommodMkt

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

English
5
69
510
103.5K
Evolve Royalties
Evolve Royalties@EvolveRoyalties·
Copper 🚀🚀
Robert Friedland@robert_ivanhoe

Wall Street’s leading metals & mining analyst, Chris Lefemina at @Jefferies, just made this bullish comment on copper: “We had been accused of being too bullish on copper in recent years, but our price deck now appears to be overly conservative, as we forecast an average price of just ~$5.84/lb from 2026-2030. We believe an environment of >$8/lb copper for an extended period is increasingly likely over the next 3-5 years.”

English
1
1
22
1.8K
Evolve Royalties
Evolve Royalties@EvolveRoyalties·
Evolve Royalties expands into Arizona copper 💥 We're pleased to announce a binding letter of intent to acquire a 0.5% net smelter returns royalty on the Sunnyside Project, operated by Barksdale Resources Corp. in Santa Cruz County, Arizona — for total consideration of $2.25 million. Sunnyside sits immediately adjacent to South32's Hermosa mine, currently in construction, and offers multiple sources of geological upside: the Triple C copper target Barksdale is actively drilling, plus potential extensions of the neighboring Taylor and Peake deposits onto royalty ground. Read the full release here: evolveroyalties.com/news/evolve-ro… CSE: EVR | OTCQX: EVRYF 🔗 evolveroyalties.com
Evolve Royalties tweet media
English
0
2
7
359
Evolve Royalties retweetledi
MINING.COM
MINING.COM@mining·
Copper price hits record in US on supply risks, tariff bets dlvr.it/TSWhyV
English
3
24
78
4.5K
Evolve Royalties
Evolve Royalties@EvolveRoyalties·
We're live on OTCQX 🇺🇸Evolve Royalties common shares now trade in the U.S. under $EVRYF — an important step in broadening access and visibility for our growing royalty platform.$EVR.CN | $EVRYF
Evolve Royalties tweet media
English
0
1
1
81
Evolve Royalties retweetledi
OTC Markets Group
OTC Markets Group@OTCMarkets·
We are thrilled to welcome @EvolveRoyalties (CSE: $EVR; OTCQX: $EVRYF), a royalty and streaming company, to our #OTCQX Best Market today. Congratulations to the Evolve Royalties Ltd. team! Visit the company's profile on our website to learn more: bit.ly/3RutoBN
English
0
2
5
612
Evolve Royalties retweetledi
Emerging Growth Conference
Emerging Growth Conference@EmergingGrowthC·
$EVR.CN Live Emerging Growth Conference 92  in 30 minutes @EvolveRoyalties Register to Live Stream: goto.webcasts.com/starthere.jsp?… Submit questions for the Companies: Questions@EmergingGrowth.com Companies Presenting Today: $GSP.V $AGCCF $TEX.CN $TRGEF $PHOS.CN $FRSPF $HDRSF $HI $ZENA $NOP.CN $NOPFF $SEV $TCF.CN $TRLEF $EVR.CN $CH $CHHYF $CLNN $PDC $BSAI $SKHRF $SRC.NE $VIVO To Present on the Conference: 305-330-1985 Conference@EmergingGrowth.com
Emerging Growth Conference tweet media
English
0
4
6
70
Evolve Royalties retweetledi
Otavio (Tavi) Costa
Otavio (Tavi) Costa@TaviCosta·
The remarkable resilience of copper prices given what we’re seeing across markets cannot be ignored. It’s striking how the metal is evolving from a traditional cyclical gauge of economic activity to one increasingly driven by structural demand and a tightening supply backdrop. This is the time to be building a position, in my view. If recent volatility hasn’t derailed it, what will? open.substack.com/pub/tavicosta/…
Otavio (Tavi) Costa tweet media
English
39
113
593
35.9K
Evolve Royalties
Evolve Royalties@EvolveRoyalties·
Evolve is pleased to be featured in La Presse's recent article, “Projets de cuivre | Un tremplin boursier chez Evolve.” Read the full article here 👉 lnkd.in/eayBRBZv
English
0
1
5
171

Keşfet

@CommodMkt @GoldmanSachs @abaxx_tech @IPulseGroup @bluesparkenergy @josdelaplante @elonmusk @BarackObama