Lord of the Lily Pads

@DVSignals I wasn't impressed with the $2.50 offering. Their MOU expired recently regarding power infrastructure. Seems to me the management may be dropping the ball here or there. But what does a retail investor like me know.

$GRO Not a great day for Brazil Potash; obviously... But let’s keep this balanced: the financing was not some random black swan. Funding risk was already hanging over the name, and today’s $55M raise simply made that overhang explicit. Is it dilutive? Yes. Is the market reacting? Yes. Is it thesis-breaking? Not as long as the broader structure holds. The constructive side is that development-stage projects need capital, and if this clears the near-term funding question, the focus can shift back to Autazes execution. Technically, the key is simple for me: GRO needs to hold this lower rail / channel area. If it does, this is ugly noise inside structure. If it loses that rail, then I reassess.

@sylvainbl1 @CorpPotash Looks like you'll get it. They really screwed shareholders today with raising equity at $2.50 a share. @CorpPotash

@RibbitsOfWisdom @CorpPotash will be amazing to do a quick tag around 2,5/2,6 closing gaps and touching ma10 monthly but who knows....

$gro I'm loaded up already, but I have limit buy orders around $2.95 and $2.87 Dyodd, not advice

@qbert50000 @RockBtmEntries @MLPotash Thanks! Happy to share my ideas. I give props to @RockBtmEntries, he's been the main advocate 🤙🏼

@RibbitsOfWisdom @RockBtmEntries @MLPotash Nice add yesterday m’Lord

$MLP.v @MLPotash Ripping on heavy volume. Play time is over. #BanioBoys

@trentkelp I guess we should own both 😉 thanks, hope we're both are successful!

@RibbitsOfWisdom Completely disagree! 0 infrastructure for millennial, jurisdiction is a problem there…and solution mining in general is already happening. I would sell Millennial…good luck

Why I think $BUFF.V OTC $BLPTF is a buy off this sell the news event! Quick breakdown of $MLP.V (Millennial Potash) • Current trading: ~CAD 1.80–1.91/share (as of late April 2026), market cap ≈ CAD 213–226M (≈ US$155–165M at ~0.73 USD/CAD). • Project NPV (from April 2024 PEA): After-tax NPV₁₀% of US$1.07B for the full Banio project (Gabon). MLP owns 70%, so attributable NPV ≈ US$749M. • Implied multiple: Market cap / attributable NPV ≈ 0.21–0.22x today (it was higher at ~0.32x back when the stock was trading ~CAD 2.97 in late 2025). Your 0.18x figure is a bit conservative but very close—typical for early-stage PEA potash juniors before full de-risking (feasibility, financing, etc.). Now $Buff.V (Buffalo Potash) $BLPTF • Current trading: ~CAD 0.63/share (post-PEA pullback from a brief spike to ~0.82 on April 27), market cap ≈ CAD 51M (≈ US$37M). 100% ownership of the Disley project (Saskatchewan). ~81.3M shares outstanding. • PEA (just released April 27, 2026): After-tax NPV₈% of US$1.1B, IRR 30%, initial capex US$639M, 50+ year mine life, targeting 1 Mtpa granular MOP + soluble product. Uses their patented Horizontal Line-Drive solution mining tech. Applying MLP’s current ~0.18–0.22x multiple to Buffalo’s 100% NPV: • At 0.18x → implied mkt cap ≈ US$198M → ≈ CAD $3.33/share. • At 0.22x → implied mkt cap ≈ US$242M → ≈ CAD $4.08/share. If Buffalo was trading at Millennial Potash NPV Buffalo Potash should be > $3 at that multiple. And yes, Buffalo claims (and the numbers support) a stronger project on several fronts—similar headline NPV but 100% owned, Saskatchewan jurisdiction (lower sovereign risk vs. Gabon), potentially lower-risk modular solution mining approach, and solid IRR.

$mlp.v $mlpnf Adding to my position this week. Long hold. Dyodd. $ntr.to $mos $ipi $buff.v $gro

@LoadingCapital Looks ready for lift-off

$FMS.v wyckoff accumulation.

@Kacper_PK_CH Sugar may rip 🚀 x.com/i/status/20476…

AGRICULTURE I'm again all over agricultural commodities. With the damage done to the energy and fertilizer security, particularly in many major producing countries, it's likely that we'll reprice much higher. SHORT-TERM TREND CHANGES SINCE LAST WEEK • ORANGE JUICE – UNITED STATES: sideways ➝ downtrend • COFFEE C – UNITED STATES: downtrend ➝ sideways • COCOA – UNITED STATES: sideways ➝ uptrend • CORN – UNITED STATES: downtrend ➝ uptrend • SOYBEAN MEAL – UNITED STATES: uptrend ➝ downtrend MEDIUM-TERM TREND CHANGES SINCE LAST WEEK • LUMBER – UNITED STATES: sideways ➝ uptrend COT CHANGES SINCE LAST WEEK • ORANGE JUICE – UNITED STATES: neutral ➝ negative • COCOA – UNITED STATES: neutral ➝ positive • WHEAT – UNITED STATES: negative ➝ neutral • CORN – UNITED STATES: negative ➝ neutral $CT $OJ $KC $SB $CC $LBR $ZW $ZC $ZR $ZS $ZL $ZM $RS $LE $GF $HE Highlight for the week, shown below. 👇

@juniorminingpro @TheApeOfGoldST @DVSignals It hasn't all been healthy. I tuned out a while ago.

@TheApeOfGoldST @DVSignals This is a good example of healthy beefing on X. The unhealthy beefing happens when puffy amateurs join the conversation. That would be vealing.

This is exactly why I keep pushing back on the garbage $SILVER analysis.. Not because I’m perfect. I’m not. I take losses, I make mistakes, and I own them. But when people kept screaming bullish into broken structure, ignored clear warning signs, and encouraged retail to keep holding the bag, someone had to call it out.. This guy is saying the quiet part out loud 👇🏼 That was always the point: protect people from narrative-driven hopium, demand confirmation, and stop pretending every breakdown is “just another buying opportunity”

@Be4Oil @Toronto242M @MLPotash Honestly, he's quite ignorant on the differences– doesn't understand Sask's common resource history under extreme socialist prov. govs. They nationalized everything– destroyed all investment for many decades. Hence why it took 40 years for the newest potash mine to be built.

@Toronto242M @MLPotash I don’t agree. The statements above assume that both sources are not needed at the same time, which is not going to be the case for regional and diversification reasons by different geographic buyers. The chart has retraced a little over 50%, which is typical. Use a log chart.

$MLP.v $MLPNF Banio potash deposit is potentially enormous, with nearly six billion tons in measured, indicated, and inferred resources. Production is set to start at 800,000 tons per year, with plans to scale up significantly in the coming years. #Potash

Fellow investors, check out Dale @forexstophunter Dale is a long time market vet who shares his ideas live daily at: @tradegatehub?si=BBfPS10upHTx_uge" target="_blank" rel="nofollow noopener">youtube.com/@tradegatehub?… He's often featured on Maggie Lake's show as well: @maggielake-talkingmarkets?si=HkksNr3S8HW1SAd3" target="_blank" rel="nofollow noopener">youtube.com/@maggielake-ta…

@LoadingCapital $FMS.v just turned on the burner today, heating up

Or… You can build a portfolio with real strategic exposure. Nevada: $NILI.V $RM.TO $W.V Western Canada: $KFR.V Eastern Canada: $FAN.V $NICU.V Defence, Battery: $FMS.V Global Exposure: $MLP.V 🤝

@RockBtmEntries @AllStreetsWolf @MLPotash If only investors could connect the dots between the US Commerce Secretary, Cantor Fitzgerald, DFC and Millennial Potash. Then see the backdrop of CA/USA trade policy. USMCA decision is coming up on July 1/26. The potash premium by the duopoly is being targeted.

@AllStreetsWolf @MLPotash $MLP.v When the port situation is made clear, the Market will be forced to re-rate this as a Tier 1 global player. The deep-water port will likely open the door to an eventual 5mtpy + output. Do the math - that's a multi-multi-billion $ operation.

Posted on behalf of @MLPotash 🇨🇦 $MLP.V 🇺🇸 $MLPNF | $253M MCap When Ross Jennings speaks, investors should listen, when he speaks about infrastructure development, investors should pay attention, when he's also the largest shareholder of Africas next major Potash Resource? 1 + 1

$mlpnf 🇬🇦 Agriculture investors, piece it together: 🇺🇸 May not extend USMCA with 🇨🇦 🇺🇸 Must reduce dependency on 🇨🇦 #potash to lower prices– duopoly's market power robs consumer surplus. 🇺🇸 DFC is funding $mlp.v feasibility. DFC has equity authority. Understand? $ntr $mos

@soron47 Very well could, it'd be a nice buy.

@RibbitsOfWisdom Should get pretty close to $1.20 imo

I'll be adding to my $mlp.v position soon. I think it's a straight forward descending wedge. Any buy between $2-1.65 is a good long entry. Many are waiting for $1.20. Outside of a macro crash, the market likely will not give you that low buy because you all want it dearly.

@yidzick @Zigmanfreud Serious economists know descriptively that UBI is bogus economics. A negative income tax would be more suitable for skilled labour losing their jobs in transition to a new economy. Labour is always necessary. Also, deflation through productivity is good actually.

@Zigmanfreud Ok dude. What’s your vision once AI robots create a massive deflation and human work isn’t necessary? I hear lots of criticism, but no suggestions

This “Universal High Income” idea is SO catastrophically bad that it makes me question EVERYTHING about Elon Musk… This is unworkable, & would cause massive inflation, fundamentally destroying the incentive structure of our society (COVID Panic on steroids). I’d like to believe Elon has fallen for this idiocy because he simply doesn’t understand normal humans and he craves free time.