Samson Li

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Samson Li

Samson Li

@SamsonLi7

INTJ A Hong Kong based researcher for the Dutch Commodity Discovery Fund. https://t.co/IXEhby0qNR Comments are my opinion only

Katılım Ekim 2017
1.7K Takip Edilen12K Takipçiler
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Samson Li
Samson Li@SamsonLi7·
A Chinese geologist applauded Azure as a textbook example of ONLY spending 9 months from an exploration junior (for lithium) to getting itself sold to a major. The following collapse of Li price actually made this sale even more remarkable!
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Yau Tsim Mong District, Hong Kong 🇭🇰 English
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Samson Li
Samson Li@SamsonLi7·
@Jylesss I guess many people still dont understand the concept of fiat paper - the Nebula is just simply a piece of manufactured paper without any personal touch from the player. A large group of people falling into marketing hype just like they did for crypto and now many AI stocks
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Jyles
Jyles@Jylesss·
To get a prospective on SOLD comps on both of these cards. So far a lot of people are saying left. (& for good eye appeal / auto reason) However, value wise the Nebula will more than likely outsell it by 10x! Thanks CL for the data🪜(use code: JYLES10) app.cardladder.com/signup?via=jyl…
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zero_tolerance@zer0_t0l3rance

@Jylesss Left will sell for more just because it’s signed and the artistic skills he displayed

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Samson Li
Samson Li@SamsonLi7·
@RaptorsShaq Adam Silver sucks, and the league's influence is heading south under his watch. Recently there was an ibank report blaming the sales of basketball shoes going down because the NBA has become LESS relevant
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Stevie
Stevie@RaptorsShaq·
I’ve floated the idea for years but I think it’s finally time for me to hunt Adam Silver for sport, he’s gone too far
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Samson Li
Samson Li@SamsonLi7·
@mining The potential problem? The agreement is non binding 😰
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MINING.COM
MINING.COM@mining·
How to dodge the Iran war acid shortage: one miner bought its own plant dlvr.it/TSfhbR
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Samson Li
Samson Li@SamsonLi7·
It is 2026 -If I don't know much about a REE company I quickly skim through your PPT I expect a breakdown of various #rareearths elements within the resource.If I could only find TREO in PPT, I would assume the management doesn't understand REE. Good example here 👍 $MRZL.NE
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Marc Économiste
Marc Économiste@MarcInRenew·
@SamsonLi7 The price response is obvious. What matters: the EU targets 40% domestic processing by 2030, but permitting runs 12-15 years. That arithmetic does not work.
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Samson Li
Samson Li@SamsonLi7·
Most of the mining equities funds are still underweighting critical minerals (excluding copper and lithium) because these markets are so small. However if everyone begins stockpiling these physicals in a small market, what happens to the price? 🚀🚀
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The Private Investor
The Private Investor@CompoundReturn·
@SamsonLi7 Hello Samson, have you taken a look at $tgolf (Thunder Gold) and $$emauf (Emperor Metals)? I believe it would be worth your time.
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Samson Li
Samson Li@SamsonLi7·
Well, if WM can make it, I'm sure the following members of the Avengers/Cheap Ounces Alliance have more reasons to be better. $GWM.NE $aue.ax $pgl.ax $gbm.ax $MGM.NE $bvr.ax $SOI.NE $mth.ax $GPG.NE $for $GLDC.NE #gold
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Samson Li
Samson Li@SamsonLi7·
@inigoezponda I didn't know this company so I went to take a look. seems worth me reach out to the management to have a call. They purchased this Juby in 2025 for less than US$1/oz of historic resource at that time
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Iñigo Ezponda
Iñigo Ezponda@inigoezponda·
@SamsonLi7 Hi Samson, do you have an opinion/insight for Juby Deposit from MLM? Thanks in advance:)
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Samson Li
Samson Li@SamsonLi7·
I fully respect the management and shareholders of PPP, but does it worth almost the same market cap (only 7.3% less) as Aurum Resources $aur right now? The latter has more than 3Moz+ Au, 18 diamond rigs drilling onsite, and more importantly, they are not in Yukon... #gold
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Dani Pires
Dani Pires@dani_m_pires·
@SamsonLi7 Any forecasts on what the revised MRE for $GWM.NE could look like?
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Samson Li
Samson Li@SamsonLi7·
@duediligenceguy No he doesn't need luck as he is already rich and now in high position. It's more like the average Americans need the luck🤪
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Lobo Tiggre
Lobo Tiggre@duediligenceguy·
Good luck to Warsh... he's gonna need it.
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Samson Li retweetledi
Commodity Discovery Fund
Commodity Discovery Fund@CommodityFund·
𝐀𝐧𝐝 𝐭𝐡𝐞 𝐰𝐢𝐧𝐧𝐞𝐫 𝐢𝐬...🏆 The CDFund Discovery Award 2026 was presented on May 19, 2026, during Canaccord’s Global Metals & Mining Conference in Las Vegas. Five companies with significant discoveries were nominated, including @AbraSilver, @FoundersMetals, @SitkaGoldCorp, and @TuracoGold, but @ngex_minerals was named the winner for its massive Lunahuasi discovery. 🎆 🎆🎆 The Lunahuasi discovery was made in 2023 in Argentina’s San Juan province, within the renowned Vicuña District. It's rich in copper, gold, and silver, with exceptional grades of up to 40% copper and 24 g/t gold. The deposit is large, remains open in all directions, and continues to show strong growth potential through ongoing exploration. Following the discovery, the company’s share price surged 1,000%, while its market capitalization grew from C$40 million to C$12 billion. Our fund captured a significant part of this value creation. This year’s winner is therefore an outstanding example of our Discovery Investing strategy. A full overview of the nominees for the 2026 Discovery Award can be found in the jury report: en.cdfund.com/about-us/disco…
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