MC

5.1K posts

MC

MC

@MCErsky

I dig for DD you don't look for. Anything I say is my opinion and not financial advice.

Katılım Temmuz 2021
200 Takip Edilen585 Takipçiler
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MC
MC@MCErsky·
$SDRC has the potential to be a Multi Trillion $ asset. It's not proven, they have a long way to go, but the potential is there. Bookmark it, let's see what happens!! #Gold #Silver #PGMs #REE #Idaho #Mining
Sean-Rae Zalewski@SeanRaeZalewski

$SDRC why should feds meet with Sidney? Sidney Resources Corporation, a mining and technology company headquartered in Warren, Idaho, to highlight how our operations advance key U.S. government priorities, particularly in critical minerals, energy security, and economic development. With over 4,700 acres of claims in the Warren Mining District, controlling 23 historically productive vein systems, our project is uniquely positioned to support federal objectives outlined in recent legislation and policy initiatives. Support for Critical Minerals and National Security: Sidney Resources is actively developing a domestic supply of critical minerals, including rare earth elements (REEs) such as neodymium, dysprosium, and praseodymium, alongside platinum group metals (PGMs) like iridium, platinum, and palladium. Independent assays confirm concentrations of these minerals in our 300,000 tons of historical mine spoils and an estimated 58 million tons of in-ground ore (REE_CM_Initial Information.docx). These resources directly address priorities in the Critical Minerals Security Act of 2024 (S. 3676), which emphasizes reducing U.S. reliance on foreign critical minerals, and the Energy Act of 2020 (P.L. 116-260), which supports domestic REE production for defense, energy, and infrastructure applications. Our metallurgical innovations, including advanced gravity separation and multi-acid leaching, enable efficient recovery of these minerals, aligning with the National Defense Authorization Act (NDAA) for FY2025 (H.R. 8070), which prioritizes domestic sourcing for defense technologies. By keeping all extracted REEs and PGMs within the U.S., we bolster supply chain resilience, supporting the CHIPS and Science Act (P.L. 117-167) goals for secure semiconductor and advanced manufacturing inputs. Economic Viability and De-Risked Operations: Our claims host significant gold and silver deposits, with one vein system alone carrying an inferred value exceeding $8.7 billion based on gold and silver alone (per your initial email). Combined with high-grade PGMs and REEs, this diversified resource base ensures economic viability, minimizing financial risk. Our planned 400-ton-per-day milling facility, supported by a $180 million CAPEX plan (REE_CM_Initial Information.docx), will create jobs and stimulate rural Idaho’s economy, aligning with the Infrastructure Investment and Jobs Act (P.L. 117-58), which promotes sustainable resource development and regional economic growth. Environmental Stewardship and Sustainable Mining: Sidney Resources is committed to responsible mining, leveraging over 300,000 tons of historical mine spoils to reduce new extraction needs and lower environmental impact (Operations Summary.pdf). Partnerships with Mycleanium and Redstone Innovations for bioremediation, alongside zero-liquid-discharge water systems, align with the Water Resources Development Act of 2024 (S. 4367), which emphasizes watershed protection. Our reclamation-focused approach supports streamlined permitting under the Mining Regulatory Clarity Act of 2024 (H.R. 7581), reducing regulatory delays while prioritizing environmental compliance. Strategic Alignment with National Policy: Our project advances U.S. mineral independence, as outlined in Executive Order 14017 (America’s Supply Chains) and the Department of Energy’s Critical Minerals Strategy. By integrating historical data, modern assays, and geophysical surveys, we aim to define reserves with minimal environmental footprint, supporting Congressional priorities for efficient, science-based resource development (REE_CM_Initial Information.docx). @RepRussFulcher @SecretaryWright @SenTedCruz @SenatorRisch @MikeCrapo @SDRCMINING @PeterSchiff

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Sidney Resources Corp.
Sidney Resources Corp.@SDRCMINING·
$SDRC advances Warren Project with district-scale geophysical results: #Gold #Mining #JuniorMining #Stocks Sidney Resources Corporation (OTCID: $SDRC) announces results from its airborne magnetic and radiometric survey at the Warren District Project, Idaho. Full release: accesswire.com/1151092/sidney… Key highlights: • District-scale structural framework identified • Widespread hydrothermal alteration confirmed • Fluid pathways and coincident target zones defined • SDRC claims positioned within a central corridor The results significantly advance target definition as the Company moves toward the next phase of exploration, including follow-up IP and drill targeting!
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slfairless@slfairless·
$MBAK I’ll just keep pounding the table and grabbing dips here until they are ready to push this one. Great setup. DD is sick. Company has contracts to supply massive clean energy projects in India and Zambia. I think we can get 10x ROI from this zone when it’s ready.
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MC@MCErsky·
$SLV We're closing in on our entry point
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MC@MCErsky·
$SPX 5800 incoming...
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MC@MCErsky·
$XTPT Broke down on Friday. False breakdown or we going lower? Licking my chops if we pulldown hard.. there is no domestic antimony source of real consequence, just ask $UAMY.
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Goodberry@JoeGoodberry·
@KentJett Or, please hear me out, if you defend the team despite not understanding what's happening, you can shut the fuck up.
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Goodberry@JoeGoodberry·
Defensive Ends that got multi year deals and their 2026 Cap Hits $17.0M - Boye Mafe $9.9M - Jaelan Phillips $9.4M - Kwity Paye $7.5M - Joseph Ossai $7.2M - Dre'Mont Jones $6.5M - Bradley Chubb $5.4M - Rashan Gary We're still waiting for numbers on Trey Hendrickson and Odafe Oweh.
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MC@MCErsky·
@leadlagreport Look for re-entry on pullback in low $60s..
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Michael A. Gayed, CFA
Michael A. Gayed, CFA@leadlagreport·
Silver up 144% over the past year. Nobody is talking about it. That's how it always starts. $GLD gets the headlines. Silver does the work. $SLV
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MC@MCErsky·
$UAMY $XTPT $PPTA #Antimony Let's tag the right companies in this post, shall we??
TheArchitect@TheArchitect_HC

Antimony Supply + CHINA Update! Antimony Prices North America ~$49,760 down 1.2%) for March 2026. 2025 peak at ~$59,750/tonne. Retail price is ~$46,700/tonne March 11 🚫 China Ban on Military Use still in place! ⛔️ China Ban on Dual-Use; If Civilian companies have contracts with US Military, they will NOT be granted an export license by China. China Supply Depleting! The Hunan region in China remains a critical hub for global antimony production, accounting for a significant portion of the country's output (historically over 50% alongside Guangxi). However, based on the most recent data as of early March 2026, the area continues to face substantial challenges, with no signs of full recovery from prior shutdowns. Key Updates on Shutdowns and Production: Major Mine Depletion: The Xikuangshan (Hsikwangshan Twinkling Star) mine in Lengshuijiang, Hunan—the world's largest antimony deposit—is severely depleted. This has led to the closure of associated smelter furnaces due to insufficient feedstock (ore supply). The depletion was officially noted as far back as June 2024, but ongoing shortages persist, exacerbating supply constraints. Smelter Halts: Several key smelters in Hunan, including those linked to Hunan Anhua Zhazixi Mining (a subsidiary of Hunan Gold Corp) and others, announced indefinite suspensions starting in mid-2025 due to raw material shortages, environmental regulations, and maintenance needs. These halts affected over 500 metric tons of annual output and have not been reported as resumed. Nearly half of China's domestic smelters are facing similar mineral shortages, limiting operations. Hunan's production is hampered by a 15% reduction in national mining quotas from 2024 levels, with 40% of small mines shut down for environmental compliance. This tightening is expected to continue into 2026, further restricting capacity in main producing areas like Hunan. Recent accidents (e.g., a 2025 roof fall at an unnamed Hunan mine, leading to casualties and a shutdown) have compounded issues, with such halts typically lasting 0.5-2 months but contributing to cumulative supply drops. China's overall antimony ingot production (including equivalents) dropped sharply in February 2026 compared to January, due to cold weather freezing northern mines, tight raw materials, and Spring Festival holiday suspensions. For March 2026, output is forecasted to stabilize or see a slight increase, but no major rebound is anticipated. Export policies add pressure: While China suspended its full antimony export ban to the US in late 2025 (extending to November 2026 for civilian uses), broader restrictions remain including a for US Military and an other Global Military use as well as Dual-Use where Civilian Companies with Military contracts will bot be granted export licenses! This is driving global prices higher and prompting supply diversification elsewhere. For National security, the United States of America is desperate to acquire and build their own supply chain of not just antimony but other Critical Minerals and eliminate reliance on China. Hunan's antimony mines and smelters are still largely shut down or operating at reduced capacity due to: - depletion - environmental crackdowns - quotas, and raw material issues. No significant restarts have been announced, and the situation contributes to global supply tightness. Even if China magically found more supply, none of it would be available to the USA, so the conversation of Chinese supply is irrelevant for the West. #CriticalMinerals #asx #Antimony #Mining #USA $DTR $LKY $UMAY $PPTA #Finance #Australia #NYSE #dow #inflation

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MC@MCErsky·
@NYSE_UAMY You need more Antimony? I'm no expert but this seems pretty good. Let's make the $XTPT & $UAMY marriage happen!!! They got piles on the ground and the best drill results, LFG!! #Domestic #Antimony
GIF
American Antimony Corp.@AmericanSbCorp

American Antimony Reports First MTA Results: 30.3% Sb Average Head Grade Produces 63% Sb Concentrate at 97% Recovery : $XTPT 🇺🇸 accessnewswire.com/newsroom/en/oi… #Antimony #CriticalMinerals #StrategicMetals #USMining #DomesticSupply #SupplyChainSecurity #MiningNews #TheRealSolution #Clean #WorldClass #MTA Commentary from CEO Mac J. Shahsavar, P.Eng., Chairman and Chief Executive Officer of American Antimony Corporation. "This is a defining milestone in our staged development strategy, high head grades are important, but converting them into premium-grade concentrate at high recovery is what ultimately demonstrates real production potential. A ~30% head grade upgrading to approximately 63% concentrate at ~97% recovery is unheard of for development-stage projects. These metrics highlight both the grade strength and metallurgical robustness of the Antimony King system and materially advance our confidence as we move toward scalable domestic concentrate production. The technical alignment we are seeing supports our broader objective of positioning Bernice Canyon as a meaningful U.S. source of high-grade antimony concentrate."

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Montana Magnet
Montana Magnet@USAC_Bull·
$USAS locked in the JV. Who else has antimony that needs processing? $XTPT insane 30% Sb → 63% @ 97% recovery - 22+ stockpiles, ~22,000 tons 👀 $NAM 51.9% Sb results @NewAgeMetals - @SprottMoney owns over 30%. @NYSE_UAMY recently followed @newfoundgold - $NFGC has excess antimony they're ignoring 🤔 $MEK finding 2.3% Sb where they didn't expect @MetalsCreekRes $RML confirmed 40% Sb (+ Tungsten) - CEO says they can ship direct to Thompson Falls. Only ONE company can turn all this byproduct into milspec products for the DLA. $UAMY
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MC@MCErsky·
@Churrrow Yes... The answer is always yes
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Churrow@Churrrow·
Yes no would you do this trade #Bengals receive Jalen Carter #Eagles receive 2026 FRP (10) 2027 3rd RP 🤔🤔
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MC@MCErsky·
$MBAK Out there doing it at the Asia Battery Show. MC of $13 million. An OTC Actually generating revenue. No pump, just work. Confirmed Exhibit. This is the 4th one I've seen them attend.
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MC@MCErsky·
$SPY breaking down. no bueno..
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MC@MCErsky·
@JamieN89537 I don't know but I'd guess probably.
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JN@JamieN89537·
@MCErsky It's nice to see them getting progressively larger output of gold as they get closer to the vein. However, if free milling gold is about 25% of the total recovery with complete metallurgy, this ore has 10g/t of gold. This is 1/3 of an oz. Do we see multi oz only on the vein?
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MC@MCErsky·
$SDRC Remember perhaps my greatest artistic creation of all time??? It's a wall of gold. They aren't even on the vein and 3g of gold per ton of free mill gold. 🐂 #GOLD
MC tweet media
Sidney Resources Corp.@SDRCMINING

$SDRC Lucky Ben Update: Free Milling #Gold Recovery Strengthens Toward Mai... youtu.be/KaRk-FMGM5c?si… via @YouTube Warren District Project – Lucky Ben Vein System Update: How Having our Own Lab Improves Free-Milling Gold Recovery. This video update is a clear visual demonstration of how our own laboratory provides real-time direction to the field team as we advance toward the target vein. As we drift eastward along the structure, the off-vein material has shown steadily improving free-milling gold recovery. In the first sample (taken farther from the vein), we recovered 2.6 grams of gold-silver from approximately 20 tons of mineralized material. That electrum averaged roughly 70 % gold and 20 % silver—matching the metallurgical signature we have seen throughout this vein system. Closer to the target, from just 2 tons of material we recovered 6.5 grams of gold-silver, averaging 75 % gold and 20 % silver. This represents a substantial jump in recoverable precious metal per ton and aligns perfectly with the geological model and historical records for the Lucky Ben vein system. As we continue progressing eastward, we are seeing stronger grades and more visible free gold—exactly what structural controls and mineral zoning predict in high-grade mesothermal vein systems like those in the Warren District. Important note: What you see in the video is only the free-milling portion—the gold that can be liberated mechanically through gravity separation. Independent assays confirm the material is multi-ounce gold, silver, pgm, and rare earth mineralization overall; a significant amount remains locked in sulfide minerals and more complex matrices. As our metallurgical processes improve, we expect even higher total recoveries. These results clearly validate three key points: 1. Our field operations team is on target and moving underground toward the main vein. 2. The Lucky Ben vein system is living up to its historic strength. Our evolving recovery methods are working. 3. This steady progression reinforces our geological interpretation and supports the broader development strategy for the entire Warren District Project. We look forward to sharing the next refinements in our separation process as we unlock the full precious-metal potential of this exciting system.

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