Green Energy Investor

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Green Energy Investor

Green Energy Investor

@GreenOriginInv

Stockmarket Winners | Sustainability | E-Mobility | Critical Metals | We Help You Build Wealth | Not Financial Advice | High Risk High Reward |

Earth 🌎 Katılım Kasım 2024
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Green Energy Investor
Green Energy Investor@GreenOriginInv·
🔋🔋GLOBAL COPPER BOOM 💥 Alex Darden, who leads infrastructure investment in the Americas for global private-markets firm EQT Partners Inc., said that even if there were some hype around AI, the list of tailwinds combined with the fact that grid infrastructure is historically under-invested is creating “significant opportunities.”   And “it’s not just a 2026 opportunity,” Darden said. “This is a multi-year, probably multi-decade investment cycle that we’re entering now.” $BHP $SURG.V $ESM.TO $CGNT.V $PEX.V $MMA.V $RIO $GLEN $VALE
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The Great Martis
The Great Martis@great_martis·
As predicted. Bonds imploding. Guess what comes next?
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Green Energy Investor
Green Energy Investor@GreenOriginInv·
🔋🔋SOMA GOLD 🚨 $SOMA.V – One of the most asymmetric gold plays trading near C$1 right now ✅Massive gold price leverage: At ~US$4,700/oz gold, normalized margins explode once volumes recover. The 2025 strike is fully behind them — 2026 guidance unchanged at 23.5k AuEq oz (+26% YoY) with a clear back-loaded ramp and year-end run-rate of ~34k oz annualized. ✅Near-term catalysts firing: Sensor-based ore sorting commissions early Q3 2026, lifting El Bagre throughput 40-55% to 650-700 tpd with better grades and sharply lower AISC. Path to 60-65k oz steady-state by 2028 via Nechí + multiple mines remaining ✅Dirt-cheap valuation: ~CAD 127M market cap for a producing asset with 400k+ oz resources and multi-year growth. Risked DCF at current metals still points to C$15–18/share potential even with conservative 10% volume haircut — 15x+ upside from here. ✅Strong management execution: Debt significantly reduced in 2025 despite the strike year. Transparent updates, no guidance walk-backs post-recovery, and proactive diversification away from single-asset risk. Repeat labor issues now look low-probability with new CBA in place. ✅Technical setup screaming opportunity: Recent washout to ~C$1 on capitulation volume — classic junior-gold bottoming pattern while the macro gold bull remains fully intact. Q2 results (mid-Aug) + sorting news could ignite the re-rating. High risk / high reward Colombian gold junior with real scale potential. DYOR — not financial advice.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ $GDX $GDXJ $GLD $B $NEM
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Peter Schiff@PeterSchiff

Silver is down nearly $3 today, back below $84.50. Nothing goes up in a straight line. Today's much hotter-than-expected inflation data is very bullish for precious metals. Today's decline is most likely related to gold/silver spread trades. Buy the dip. schiffgold.com

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Rashad Hajiyev
Rashad Hajiyev@hajiyev_rashad·
Buyers should be stepping in heavily at any moment. It is a gift...
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AllStreetsWolf 📈
AllStreetsWolf 📈@AllStreetsWolf·
Analyst coverage on behalf of @MidnightSunMine 🇨🇦 $MMA.V 🇺🇸 $MDNGF Regardless of yesterday’s knee jerk sell-off reaction, institutional sentiment continues to support the large-scale, bulk-tonnage Lumwana analogue thesis. Sprott Capital Partners out with a 5 page interpretation & a reaffirmed BUY / adjusted $2.65 price target off yesterday’s assays. An implied +157% upside based on yesterday’s $1.03 close This outlook is reinforced especially when considering that drilling has tested only 5.3km of strike along their 11.2km copper-in-soil anomaly — In our view, today refines the model – we’ve consistently seen broad lower grade mineralization averaging 0.3% Cu, and operationally we think it makes more sense to mine the broader zones than try to high grade to target 0.5% Cu. We like the scale of the asset, and the fact that Zambia is a place you can drill cheaply and permit a mine. The potential here is a bulk near surface that is permittable and buildable; given the positive outlook for copper and lack of genuine new discoveries with scale, we think the natural torque and scale are worthwhile combination. Model changes: We previously based on our valuation on 500MT at 0.5% Cu and a 3% insitu multiple. We adjust this to 700Mt at 0.3% Cu, which we think better reflects the grades to date, and a bulk system. We maintain our BUY rating and adjust our PT to C$2.65 based on a 0.50x P/NAV multiple to our NAV and add US$50m for Kazhiba, US$30m for other exploration. The next ~1.3km of drilling results approaches the copper clearing and we expect better grades and widths given stronger geochemical results and the strong correlation between soils and assay results to date. We expect drilling to continue north over Dumbwa’s 11km strike length, while we also see potential to extend mineralization to the east. 🔗⬇️ …space.nyc3.cdn.digitaloceanspaces.com/scp/260513-scp…
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AllStreetsWolf 📈@AllStreetsWolf

Assays on behalf of @MidnightSunMine 🇨🇦 $MMA.V 🇺🇸 $MDNGF Midnight Sun Mining Extends Dumbwa Copper Deposit to Over 5.3 Kilometres; Remains Open Along Strike with Drilling Ongoing Today’s release pushes the drilled strike to >5.3 km (That’s already approx 75% of Barrick’s Lumwana’s 7 km mineralized envelope) and Dumbwa is still open along strike, with 15 km of the 20 km copper-in-soil anomaly still completely untested. The surface anomaly at Dumbwa is also laterally wider (up to 2 km) and higher tenor at surface (peaks 0.73% Cu) than Lumwana ever showed. “What began as a geological concept has now been established as a significant discovery, with over 5.3km of strike now tested and supported by more than 40,000m of drilling. Our team is rapidly defining what is emerging as an exceptionally large, near-surface, structurally controlled copper sulphide deposit,” stated COO, Kevin Bonel. juniorminingnetwork.com/junior-miner-n…

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Uranium and Commodities watcher
Argentina Lithium Energy (LIT)🤑🚨 Use common sense... What if large companies invest hundreds of millions in it... will Argentina Lithium Energy have more value than the current 15 million...🙈 A life-changing opportunity!☝️ I try to pick up more shares... (0,11😉)🙏🙏
TheApeOfGoldStreet@TheApeOfGoldST

$LIT.v - Argentina Lithium & Energy Did you know? Stellantis, one of the world’s largest automakers, invested US$90M into Argentina Lithium’s Argentine subsidiary and owns 19.9% of it. Argentina Lithium has also signed a non-binding US$100M staged earn-in framework with Lanshen, a Chinese DLE technology company specializing in lithium-selective resins and brine extraction systems. Lanshen can potentially earn up to 30% of Argentina Lithium’s Argentine subsidiary, ALESA, through staged contributions tied to advancing the Rincon West lithium brine project. On top of this: Rincon West sits right beside Rio Tinto’s Rincon project, where Rio has approved a US$2.5B expansion and secured a US$1.175B financing package to help develop the project. That is not money into $LIT.v, but it is a major infrastructure / district validation point. So $LIT.v has US$90M already invested at the subsidiary level by Stellantis, a potential non-binding US$100M framework with Lanshen, and a project sitting beside a multi-billion-dollar Rio Tinto lithium buildout, while still trading around a roughly C$15M market cap. I don’t know about you, but when major players have already invested US$90M at the subsidiary level, and another US$100M framework is now on the table, I doubt the goal is to see a company with a roughly C$15M market cap stay a C$15M company. Im very confident this will be a very good mid/long term investment. I can't see any other outcome, it's just a question of time and when the market actually realize that this company is extremly undervalued in the #Lithium sector. I currently hold 2.5-3% here, all loaded between $0.090-$0.095, price now $0.100.

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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
Time to pay attention as #Silver has reached my daily cycle target area since I called the LOAD UP at $71.5. The trajectory is #HIGHER as we are at the start of a new weekly cycle that will take us over $100. But nothing goes straight up and we just ran +25% here. So don't be surprised if we correct some. As always with #Silver, you never know if it gonna start ignore cycles and just keep going. But if it gonna repeat the daily cycle pattern as it has started to do again since Feb, then we are now approaching that area. I expect higher highs and higher lows right now as we are in a weekly cycle upleg. So any dips under $80 should be taken advantage of, if we get them. Just highlighting where we are for you guys, so you can pay a close attention to the priceaction coming days here and act accordingly.
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Silver Santa
Silver Santa@Silver__Santa·
I added to $EDM.V EDM RESOURCES
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Javier Blas
Javier Blas@JavierBlas·
Middle East journalism challenges: Yesterday, the office of the Prime Minister of Israel released a statement saying Bibi Netanyahu visited the UAE recently; today, the UAE Ministry of Foreign Affairs has released its own statement denying it. Both cannot be telling the true.
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Green Energy Investor
Green Energy Investor@GreenOriginInv·
🔋🔋LITHIUM PRICE CONVERGENCE The lithium price continues to indicate scarcity whilst there has been some recent profit taking in lithium stocks. The medium term direction is upwards. Argosy Minerals remains interesting to me. $LIT $LITP $GLN $AGY $NILI.V $LIT.V $QTWO.V
Mysteel New Energy@MGNewEnergy

Mysteel daily reporting on China #lithium market 20260514👇 Please click the link below if you wish to know more information about China's lithium-ion #battery industry mysteel.net/h/new-energy

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