Michiel Boelens

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Michiel Boelens

Michiel Boelens

@TheMiningBull

Investor focused on early stage mining and exploration companies. Always on the hunt for the next 10 bagger. No financial advice. DYODD

Netherlands Katılım Mart 2023
443 Takip Edilen475 Takipçiler
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The Resource Update ⛏️
The Resource Update ⛏️@CdnResourceInv·
I sat down yesterday with @RealRickRule for an insightful discussion and his current take on a broad spectrum of commodities including: ✅ Gold ✅ Silver ✅ Copper ✅ Uranium ✅ Oil And his take and current rankings on: 1) @agnicoeagle 2) @EquinoxGoldCorp 3) @AbraSilver 4) @BanyanGold 5) @BlueMoonMetals 6) @AlphaminR 7) @Rio2Limited There’s a ton of great information shared in this interview and Rick also speaks to his educational initiatives and the opportunity to have your portfolio ranked by him 👍#RuleClassroom #RuleInvestmentSymposium Feel free to share this interview!🙏 Time stamps will be in the reply section. m.youtube.com/watch?v=ll4sdT… Not investment advice. Always do your own due diligence. @TheMiningBull @AllStreetsWolf @Fantastic_MrSTX @simonkuipers @MagonPeter @jenstilmanydots #gold #silver #preciousmetals #copper #uranium #oil #juniorminers #mining #rickrule #criticalmetals $AEM $EQX $BYN $ABRA $MOON $AFM $RIO.TO
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Michiel Boelens
Michiel Boelens@TheMiningBull·
@AllStreetsWolf @MidnightSunMine Likely needs some time, most importantly the copper is there. Lumwana had a 0.2% cut-off, probably 0.15% these days. Plenty of minable material at Dumbwa. People seem to forget everything is already there, infrastructure, processing plant etc.
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AllStreetsWolf 📈
AllStreetsWolf 📈@AllStreetsWolf·
Analyst coverage on behalf of @MidnightSunMine 🇨🇦 $MMA.V 🇺🇸 $MDNGF Institutional perspective remains optimistic on the Lumwana bulk tonnage analogue trajectory. Following SCP, Haywood now also out with a 6 page interpretation on yesterday’s assays. “Maintained Buy rating and C$3.00 target price for patient investors.” They also note that just the first half of Dumbwa’s system covering 11.2km is expected to be drilled by September, which could lead to a resource by year-end where MMA could deliver a 1Bt resource estimate. MMA would then test the remainder of the 20km copper-in-soil anomaly in 2027. Further soil testing is also planned north of current drilling in order to better define zones of mineralization. — “We continue to believe in the potential at Dumbwa” “The stock has taken a beating on the results, down 27.5%, back to levels of September 2025, when drilling at Dumbwa was getting underway. We recognize the market will require time to adjust to a lower-grade deposit with variability of grades among zones, but we believe the potential for a billion-tonne resource remains for Dumbwa, benefiting from proximity to infrastructure, shallow depth and continuity of mineralization, with a gradual dip favoring a straightforward mining scenario with reasonable strip ratio – all factors that are supportive of an economic deposit.” “We maintain our Buy rating and C$3.00 target price for patient investors.” 🔗⬇️ clientcentre.haywood.com/docs/default-s…
AllStreetsWolf 📈 tweet media
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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Michiel Boelens@TheMiningBull·
@tom_woolrych @HCP445 @JrMiningNetwork You know the company is drilling systematically south to north and east to west on a fixed grid right? Also all data was released, there’s a link to 8 pages in the nr. Only thing missing imho are decent maps and sections. What am I missing?
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Tom Woolrych
Tom Woolrych@tom_woolrych·
Had a look to try and give you an honest answer as I had already started a model. They didn't provide collar data. I had a look my previous model, MMA drilled results were simply directors specials on the historically known intercepts. I see the stock is down (some folks were paying attention), given these results, lack of disclosure, fuckery in that past and $220M valuation this is probably a zero 🤝
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Oliver Groß
Oliver Groß@minenergybiz·
Panic buying? China's silver imports have reached unprecedented levels. What a chart 👀
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The Resource Update ⛏️
The Resource Update ⛏️@CdnResourceInv·
I spoke to Mike Burke at Sitka recently. We spoke about the RC Gold project overall, the Rhosgobel maiden MRE, the tungsten element of the deposit and their proposed spin-out of Nevada/ Arizona assets. Enjoy! m.youtube.com/watch?v=lXkWhL… Timestamps: 0:35 Introductions 01:05 Overview of Sitka 01:45 Mike Burke's journey in geology 04:44 Core management team overview 08:02 Share structure, financial position and management holdings 09:48 RC gold Project overview 15:05 Rhosgobel overview and MRE 17:15 RC Gold Project location and infrastructure 18:42 Tungsten byproduct potential at Rhosgobel 22:53 Proposed spin-out of Nevada and Arizona assets 24:31 Key Catalysts for next 6 to 12 months 31:59 Important Disclaimer $SIG #gold #boardroom #index #yukon @AllStreetsWolf @Bernie_Kreft @MagonPeter @Fantastic_MrSTX @TheMiningBull @simonkuipers
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Kitco NEWS
Kitco NEWS@KitcoNewsNOW·
“I Could Not Be More Bullish”: Pierre Lassonde’s $17,250 Gold Target With gold holding firmly above $4,700 an ounce and silver breaking into the $80 to $85 range, Pierre Lassonde returns to Kitco News to explain the architecture of the new bull market. The Canadian Mining Hall of Fame inductee and resource sector pioneer breaks down his $17,250 #gold target, highlighting the striking parallels between the late 1970s and today’s macroeconomic environment. > Full video at Kitco: youtube.com/watch?v=Gp8Vqt… Lassonde details how $40 trillion in U.S. debt and persistent deficits are forcing a fundamental shift in the global financial architecture. He explains why central banks are relentlessly diversifying away from the U.S. dollar, driving physical price discovery to the East and treating gold as the “currency of last reserve”. Beyond the metal, Lassonde unpacks the immense optionality in mining equities today. He discusses why current stock prices fail to reflect the potential for 5x margin expansion, questions Barrick Gold's current strategy, and calls out Canadian pension funds for their lack of domestic investment. Plus, he reveals why copper-gold deposits are the true "nirvana" of the mining sector in an electrified world. Recorded May 11 2026 Follow Jeremy Szafron on X: @JeremySzafron (x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (x.com/KitcoNewsNOW) Chapters: 00:00 Metals Surge Setup 00:40 Meet Pierre Lassonde 01:20 Dow Gold Target 01:52 1970s Replay Thesis 05:33 Debt Deficits Dollar 07:15 Gold Last Reserve 07:51 Parallel Payment Systems 11:41 Central Banks Drive 15:17 India Demand Shock 18:29 Shanghai Volatility 21:28 Mining Stocks Leverage 25:38 Majors Discipline Shift 28:34 Shareholder Returns First 30:12 Spotting Disciplined Miners 31:33 Orla’s Playbook 34:46 Jurisdiction Risk Discounts 36:00 Canada Policy and Pensions 45:06 Optionality Royalties and #Copper
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Robert Friedland
Robert Friedland@robert_ivanhoe·
Big money just spoke loud and clear on the LME. A monster Sept ’26 15,500–17,000 call spread traded in 5,500 lots for roughly $22 million in premium. That’s not retail noise, that’s institutional conviction betting copper is heading significantly higher by late 2026. The supercycle thesis just got expensive confirmation. At @IvanhoeMines_ we’re proud to be one of the world’s largest and highest-grade copper producers, with the Kamoa-Kakula copper complex powering our energy future.
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Lobo Tiggre
Lobo Tiggre@duediligenceguy·
Copper to the rescue?
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High Grade 🚜⚒🌎🥇🇺🇸🇨🇦
High Grade 🚜⚒🌎🥇🇺🇸🇨🇦@EconomicAlpha·
Here are FY 2026 FCF estimates for these top #Gold #Miners: $NEM: Newmont: $10.6B $AEM: Agnico: $6.3B $B: Barrick: $5.8B $AU: Anglo: $5.1B $GFI: Gold Fields: $4.6B $KGC: Kinross: $3.6B $EDV.TO: Endeavour Mining: $2.4B $IAG: IAMGold: $1.7B $NST.ASX: Northern Star Res $1.6B* $BTG: B2Gold: $1.1B $LUG.TO Lundin Gold: $1.1B $OGC: OceanaGold: $1B $EQX: Equinox Gold: $1B $AGI: Alamos Gold: $837M Sum of total: $47B 🔥🔥 CFOs have their work cut out for them 🤣 Need more enhanced shareholder return programs 😎 *FY27 🚜⚒️🌎🥇🇺🇸🇨🇦
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Oliver Groß
Oliver Groß@minenergybiz·
This is another big blow for the copper mine supply, which is already struggling to keep up with demand.. Freeport delays Grasberg full restart to early 2028 🇮🇩⛏️ mining.com/freeport-delay… $FCX
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Resource Alpha
Resource Alpha@SpeculatorPL1·
The mining industry was completely abandoned… while the world’s demand for its metals exploded. Mining’s share of global market cap collapsed from 10% to just 1%. At the same time: • Supply has fallen over 50% from its peaks (see FRED chart below — US gold & silver ore production) • Demand for $gold, $silver, $uranium, $copper and rare earths is at record highs This is one of the most extreme disconnects in modern markets. The physical world desperately needs resources. The paper market is still pretending they don’t matter. Physics > Paper. 🔥 Who else sees this as the opportunity of the decade?
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Tavex Research@TavexPL

Od 10% globalnej kapitalizacji w 1900 do zaledwie 1% w 2025 📉 Branża wydobywcza została zepchnięta na margines, a jednocześnie jest absolutnie kluczowa dla AI, EV, data center i zielonej transformacji.

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MINING.COM
MINING.COM@mining·
San Lorenzo hits all-time high on Chile gold assays dlvr.it/TSRbBM
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Crypto Tice
Crypto Tice@CryptoTice_·
BREAKING: The Netherlands just told its citizens to go to hell. 61,000 signatures. Parliament reviewed it. And kept it anyway. You don't have to sell anything. You don't have to make a single euro. You just have to own assets while they go up. And the government will send you a bill. Every. Single. Year. No cash? Doesn't matter. Pay up. Asset crashed after you paid? Too bad. This is not a tax system. This is state-sanctioned theft with a bureaucratic stamp on it. Every other country is trying to attract crypto wealth. - Luxembourg buying Bitcoin. - The U.S. protecting crypto legislation. - UAE building crypto banks. And the Netherlands? Taxing you for having the audacity to invest. The most financially repressive tax in modern Dutch history. And they chose it deliberately. Because your money is more useful to them than it is to you.
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Matt Geiger
Matt Geiger@geigercounting·
A happy outcome for the MJG partnership's investment in $FOX.CN Sincere thanks to Dave Lotan, Stephen Case, Chris MacIntyre, @flaschinger and the others involved in seeing this through. The prospect of Martison being developed by $AEM is exciting for Canada.
OreStocks News@OrestocksNews

Avenir Minerals to Acquire Fox River Resources in All-Cash Transaction for Approximately C$94.3 Million Terms include cash consideration of C$1.10 per Fox River Share, representing a premium of approximately 20% to the 30-day VWAP. $FOX.CN Full release 👇 orestocks.com/company/FOX.CN…

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Willem Middelkoop
Willem Middelkoop@wmiddelkoop·
Gold Shock Economists will tell you that production will rise when prices are rising. Not so in the metals: World Gold Production -9% (Q1) While recycling is flat (Q/Q) Source: World Gold Council
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Michiel Boelens@TheMiningBull·
Taxes on unrealized gains, this will destroy wealth of the middle class and imho is a step closer towards economical suicide. Wealthy people will structure their investments in a way they don’t have to pay these taxes. Middle class is robbed of compounding. Most painful, it doesn’t even generate a significant increase in taxes.
jeroen blokland@jsblokland

Applaus! Nederland heeft de headlines van Bloomberg gehaald. En wel met splijtende opmerkingen als “the dumbest thing any government on planet earth is pursuing right now” en “a fiscal Frankenstein's monster.” Toch best knap dat je met een totaal kansloze manier om de schatkist te vullen zo te kijk kan worden gezet. Wat speelt er in de hoofden van ‘onze’ beleidsmakers om zo’n krankzinnige belastingregel te verzinnen en, erger nog, dat ze blijkbaar immuun zijn voor een stortvloed aan kritiek, wat ze in ieder geval zou moeten bewegen om er nog eens een keertje goed naar te kijken? Helaas, ‘onze’ beleidsmakers zijn totaal vervreemd van de burgers die ze zeggen te dienen en vullen hun dagen met het implementeren van regeltjes uit Europa, totaal onhaalbare klimaatdoelen en het opleggen van immigratie waarvan het draagvlak flinterdun geworden is. Het is al te bizar voor woorden dat beleidsmakers blijkbaar nul verstand hebben van het effect van het verplicht moeten verkopen van beleggingen op het compounden en het effect van hogere belastingen op de vlucht van financieel en menselijk (vergeet dat vooral niet) kapitaal. Bovendien hebben onze beleidsmakers een zeer selectief geheugen als het om de regels uit Brussel gaat, want daar wordt te pas en te onpas geroepen dat we juist extra moeten investeren. Maar zelfs als je de capaciteit om deze effecten te verwachten niet bezit, moet je toch weten dat de nieuwe box 3-regel met nog meer bureaucratie gepaard gaat. Nu al zijn er talloze uitzonderingen en de advocaten en consultants kijken rijkhalzend uit naar dit episch falen van de overheid, omdat al die ‘echte’ rendementen natuurlijk massaal worden aangevochten. En in Nederland kun je nu eenmaal voor echt alles een zaak beginnen. Het onvermogen om fouten toe te geven, een hele belangrijke eigenschap als je beleid probeert te maken, siert onze beleidsmakers niet. Op de een of andere manier komen objectieve feiten en waarnemingen niet bij onze beleidsmakers aan. Een ander voorbeeld is natuurlijk dat zowat al onze persoonlijke gegevens straks bij Trump in het Witte Huis liggen. Daarom nog maar een keer: ik roep onze beleidsmakers op deze belachelijke belastingregel te schrappen en met een nieuw plan op de proppen te komen. Die tijd hebben ze als ze de idiote klimaatregels, immigratiegekte en Europese bureaucratie achter zich laten. Maar als je zelfs niet gevoelig bent voor hoe de buitenwereld je ronduit belachelijk maakt, acht ik de kans niet heel groot dat we een verbetering gaan zien.

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@RealRickRule @agnicoeagle @EquinoxGoldCorp @AbraSilver @BanyanGold @BlueMoonMetals @AlphaminR @Rio2Limited