smoking like a chimney

Techincals for @SankamapMetals 🇨🇦 $SCU.C The trend is your friend. An under-followed junior explorer holding its weekly 20SMA into a highly anticipated maiden drill program. The 2,000 to 3,000 metre campaign will test several compelling targets at Kuma, a project defined by a significant and untested leached lithocap, the kind of alteration footprint commonly associated with epithermal and porphyry Cu-Au systems. Kuma is one of 2 properties under exploration with notable grab samples from Fauro including up to 116 g/t Au and 87.5 g/t Ag.

@CommodMkt Check out $SCMI.V copper mine already built, going back into production in two years..Fits with the theme, more metals more molecules, right time.

Everybody talks about the Magnificent 7, but my focus is on the  “Munificent 7”. Who are they?   They are oil companies and asset-heavy businesses generating real free cash flow yields in an AI sector that is trying to achieve breakout despite increasing constraints by energy, materials and physical scarcity.   Those oil company yields are 15.5%, whereas the AI hyperscalers are 0%. Read that back again.   The Munificent 7 are named that for a reason.

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.

Few understand what’s happening in the fertilizer space and how it actually affects you, other than "food cost go up!" Even fewer understand who benefits when it does. Let me explain.... When fertilizer prices spike, farmers make decisions. Hard ones. Input costs eat margin fast. The crops that don’t require synthetic nitrogen become a lot more attractive almost overnight. That’s where pulse crops come in. Lentils. Peas. Chickpeas. Faba beans. These crops fix their own nitrogen from the atmosphere. No fertilizer required. When potash and urea run, pulses become the rational rotation choice for farmers watching their input budgets blow up. And Montana. Saskatchewan. Alberta? These farming communities have known this for generations, but the market is just starting to pay attention now. But here’s what most people miss. The farmer planting more lentils isn’t the investment story. The company cleaning, sorting, splitting, and shipping those lentils — that’s the story. Pulse processors sit in a unique position in the ag supply chain. They don’t grow the crop. They don’t sell the fertilizer. They sit right in the middle — and when volumes go up, they move more product. The product mix matters too. This isn’t just commodity bagging. The most interesting part of the pulse processing business is what happens to the pea. Split it, mill it, isolate it — and you end up with a colourless, flavourless powder that is exceptionally high in protein and high in fibre. No taste. No colour. Completely functional as an ingredient. That powder gets sold to large-scale ingredient manufacturers. Companies like Ingredion. And from there it ends up in products most people buy every week without thinking about it — high protein crackers, high protein pasta, high fibre pet food. The stuff flying off shelves right now because consumers have decided protein content matters. The pulse processor doesn’t need a retail brand. They supply the ingredient that makes everyone else’s brand work. The demand side is just as compelling. Global protein demand is rising. Plant-based protein isn’t a trend anymore — it’s a structural shift in how the developing world feeds itself. Pulses are the most affordable, shelf-stable, nutrient-dense protein source on the planet. India imports billions of dollars worth of Canadian lentils and splits every year. The Middle East runs on them. These aren’t discretionary purchases — they’re dietary staples for billions of people. You don’t need a commodity supercycle to win here, you just need the world to keep eating. So when fertilizer costs spike and the charts on potash companies look like a decade-long coil ready to unwind — don’t just look at the potash producers. Look one step sideways. The processors sitting between the farmer and the global food supply chain are in the sweet spot right now. Not many are paying attention, are you? Do your DD.

Drilling at Kuma is officially underway. The fully funded 2,000–3,000 metre program will test several priority targets defined by strong geophysical and geochemical signatures, with flexibility to expand based on results. ⛏️ Read the news: bit.ly/4u3NKAi $SCU.CN

In China, a livestreamer was seducing male viewers with her young beauty filter, getting them to send her gifts & money. Then, suddenly, the filter glitched off mid-stream, revealing a much older woman underneath. She lost 140,000 followers in hours.

Sankamap Metals (@SankamapMetals) startet das erste Bohrprogramm auf dem Kuma-Projekt auf den Salomonen. Ziel ist der Nachweis eines potenziellen Kupfer-Gold-Systems in einer vielversprechenden Lithocap-Zone. Mehr dazu: goldinvest.de/sankamap-metal… $SCU.CN

Drilling news on behalf of @SelkirkCopper 🇨🇦 $SCMI.V 🇺🇸 $SKRKF The gift that keeps on giving. The company continues to deliver for investors and the price continues to deliver investors with continuous new all time highs. Still early too 📈 Selkirk Copper Discovers a New Mineralized Zone and Commences a Phase 2 Drill Program Targeting 50,000 Additional Metres M. Colin Joudrie, President & CEO, commented: "We are very pleased to announce the resumption of drilling and a significant Phase 2 drill program planned for 2026 that will build upon our successful Phase 1 drill program that was completed earlier this year. With the updated Mineral Resource Estimate and Preliminary Economic Assessment on track for completion in mid-2026, we are looking ahead towards additional requirements that will support a potential restart decision in mid-2027. The Phase 2 drill program will continue to focus on resource expansion while also prioritizing important geoscience and technical data collection that will support the restart decision. "Additionally, we are pleased that drilling continues to deliver positive results, including discovery of new mineralized zones located nearby to existing resource areas and adjacent to underground mine infrastructure and potential open pit locations. These results highlight that there is still significant discovery potential in the near-mine environment, and support our view that our commitment to exploration drilling will continue to deliver meaningful positive results." api.newsfilecorp.com/redirect/1K8Qp…

@beg2dfr @WallStreetMav Yep one of the few going into production 2028

@WallStreetMav Scmi. Look into it. Heavy insider buying no correction for this bad boy

Copper miners deserve some investment for the next few years also. We simply don't have enough copper being mined. Some of the largest copper mines on the planet have been mined for 50 to 75 years and are mostly depleted. Countries like Chile, which produce 1/4 of global copper supply, are having difficulty maintaining current levels of production. Copper prices are at an all time high over $6 per pound. The copper mining stocks with good mines and can grow production, they are going to mint money in the coming years.

Copper officially closed at record weekly prices today. This increasingly looks like the beginning of a true price-discovery phase for the metal. It reminds me of gold once it finally cleared the $2,000/oz level and the market began adjusting to a completely different pricing regime. Copper remains one of the most compelling supply-demand disconnects anywhere in markets today. open.substack.com/pub/tavicosta/…

Gas is almost $2. Toronto is cold af in May. There are rumors of a new pandemic, groceries are expensive, the job market is shit. The list is unending.

Research Capital Increases Tenaz Target Price to $80

“They’re literally running out of money at the end of the month,” Kraft Heinz CEO Steve Cahillane said in an interview this week. “We’re seeing negative cash flows in the lower-income brackets where they’re dipping into savings.”

Filing our FY2025 audit on time and submitting our application to resume trading is a significant step in getting the Company back on track. We've rebuilt our entire financial reporting infrastructure from the ground up, and our recent filings bring us completely current across every outstanding obligation. The numbers tell a straightforward story, gross profit up 16%, cash up, and net loss down, which includes the $2.8 million one-time refinancing fees and non-cash costs such as depreciation and amortization. We operate in a cyclical industry and FY2025 reflects that, but more importantly, it reflects a business trending in the right direction. Additionally, the policy environment on both sides of the border is as constructive as it's ever been for what we do. The US has committed over $13 billion to farmer support and food supply security, the Make America Healthy Again (“MAHA”) movement is driving real consumer and policy momentum toward clean, whole-food protein sources like pulses; and Canada has named pulses a priority sector for market diversification, including a commitment from Farm Credit Canada to deploy $5 billion of new capital into Canadian agriculture by 2030. We operate in both markets, we process in both countries, and we are directly in the path of these tailwinds. We've divested non-core assets, sharpened our focus entirely on sustainable agriculture and food security, and restored the reporting standards this company needs to operate at the level our shareholders deserve. To those shareholders: your patience has been appreciated, and it won't be forgotten. More to come soon," commented Daniel Brody, President, CEO & Director.

The filing of our interim 2025 quarters marks the completion of all outstanding continuous disclosure obligations. Next step: application to revoke the CTO and resume trading. We expect to have more clarity in the coming weeks. Stay tuned for more $EWG.CN

@DanielBrody14 Congrats on having everything filed and the 2025's all on time! Your doing a great job as a CEO so far, cleaning up the balance sheet and getting the financials all caught up. Can we expect an NR when the application to lift the CTO is filed?

Setting the stage: We filed our FY2025 audited financials. Took longer than anyone wanted, but this one is finally on time. Here's what the numbers actually show and where we're headed. 🧵 (A thread)