Huat Fearful & Greedy

@rashi__pandey_ High Tides

I need a Netflix series so addictive that I completely forget the outside world exists. Hit me with your best recommendations.

@macastel3 Singapore

What is the next Dubai? Any idea?

Vindication for Clintel and Dutch climate skeptics: after a 7-year fight, KNMI has reinstated seven pre-1950 heatwaves once removed from the record. A reminder that challenging assumptions — and defending data integrity — still matters. 🌞 👉clintel.org/dutch-climate-… #Clintel #ClimateData #ScienceDebate #KNMI #Netherlands

@ManuelSintubin Duchatelet heeft groot gelijk. U kan zich misschien best eens beter informeren. Ipv uw dogma's over klimaat te blijven verspreiden. De hele klimaat hoax valt volledig uit elkaar en alle funding van Sierra Club etc droogt op. Misschien bij KU Leuven nog niet...maar dat volgt nog

Man, man, man ... de openbare omroep die gewoon zonder tegenspraak een #klimaatontkenner met al zijn onzin een platform geeft. NIET TE GELOVEN 🤦 #deafspraak

@jtourzan The only company Highlander should buy is Daura Gold...which makes sense, but they didn't

Hate this deal. I’m out. $hslv

The green mask of wind turbines is coming off. For every modern rotor blade, three football fields worth of balsa trees must be cut down. Chris Morrison reveals that over 50% of this wood is illegally harvested in pristine Amazonian forests. Read 👉clintel.org/shock-cop-dirt… About ecosystem damage👉clintel.org/shock-new-repo…

Hearing from a trusted source that grid investment is very central to China’s next “5 Year Plan” (to be publicly presented in March 2026)….this is very copper intensive. China is apparently planning to increase power grid investment by 30-40% over the next 5 years. This is equivalent to a compounded annual growth rate of 5-5.5%, up from 3.3% of annual growth over the past 5 years. In the context of copper, this is an increase of roughly 100,000 tonnes of additional copper demand per year.

@GoldRoyalties Snowline going once, twice and three times? Anyone? Not all at once LOL

big Mexican miner buys a 10 Moz #GOLD deposit in Canada; I wonder if there are other 10 Moz gold deposits for sale in Canada 🤔

Wow, what a powerful video by Lucy Biggers. She rightly believes that it is not enough for Bill Gates to now acknowledge that climate change is not the biggest problem on earth. No, Gates must apologize to scientists and organizations (such as Clintel) who have been saying this for years. But above all, he must apologize to all the young people who, partly because of his nagging, are suffering from climate depression. 👉clintel.org/opinion-we-nee…

@JrMiningGuy buy $VMET.V...much better assets vs GROY

Tether acquired 8.1% of $GROY via the open market. That's 13.8mn shares! Following the action taken at Elemental $ELE by Tether, it makes you wonder what they will do here next.

@arthur_thoma @MikeFritzell Yes they have a JV with Erdene (listed in Canada). This gold mine is coming online now and going to contribute significantly to earnings. So apart from coking coal 975 HK is now also a GOLD story.

@MikeFritzell @GreedyHuat Well you should dive deeper into it @MikeFritzell Asia is your territory

Mongolian Mining? @GreedyHuat

$LA.V is a Chile copper story which has been dead money for 2+ years. The elections in Chile next month should bring in more mining friendly president The RCF overhang will be removed at some point, likely before year-end 2025. Sentiment follows price & $LA.V is prime example

@Benbburman @patientinvestor Mongolia Mining is 975 HK listed in Hong Kong

@patientinvestor Lmao how do we get exposure to this Mongolian Mining Corp 🤔

Mohnish Pabrai's latest portfolio is very interesting🤔

@MikeFritzell you Swedes love your SNUS LOL

Not sure how intelligent the man is, but finally someone says it out loud - nicotine pouches are far healthier than cigarettes

@Trendstockers Once RCF overhang is cleared this will have liftoff...

$LA.v if this had more volume I'd be in it super heavy because it's obvious where it's going. Massive gap.

@LexCorporation what's the info? They are raising via a private placement LOL :-)

I got more information coming soon on Helius Minerals $HHH.v #gold #platinum #PreciousMetals #mining #MiningStocks #StocksToWatch

@Fgandoul broodje aap verhaal. Claes is helemaal van het padje

Wat een verhaal: Was Paus Johannes II een wapentrafikant die achter het ontslag van Willy Claes zat? demorgen.be/ts-b880df33/

@VukasinPekovic you can add OT in Mongolia to the list if $RIO doesn't stop f**ing around. They already had to stop the most efficient path to production in June because they were entering $ETG ground and do not have an agreement with them.

#mintwit #Copper - Kamoa Kakula - El Teniente - Grasberg

@respeculator You forgot to mention the mess $RIO is creating at OT in Mongolia. Not getting along with Mongolian government has now stopped most efficient path to development because the issue with minority owner Entree Resources are NOT taken care of

My dumb math on #copper is this... 25mtpa market that grows around 1.6% per annum. So we need a new 400ktpa mine each year. You also have mine closures and grade decline/depletion you need to replace but this is partially offset by brownfield expansions.. reality is you need probably closer to 5-600ktpa in new capacity to address demand increases, grade declines and closures. There's been some decent enough sized mines put into production already in the 2020's... near on 2mtpa of added capacity over 4yr period met that new capacity requirement (non-exhaustive list below). So the market never got too tight and everyone looked out to the late 2020's for the inflection cos whilst thus far in the 2020's the world has put enough new mines into production to meet demand... there was no major new mines under construction and these things take 2-4years to build POST a positive construction decision is made. It was a matter of time. Now you have Grasberg (800ktpa), Kamoa Kakula (500ktpa), El Teniente (800ktpa), Constancia (100ktpa) and QB2 (300ktpa) all experiencing their own material production issues. Cobre Panama (400kt) remains offline and the worlds largest mine Escondida has the below production profile (watch the 400ktpa cliff next year). Maybe late 2020's just became mid 2020's 🤷‍♂️