Tomáš Kopečný

@RealJessica Not much difference when we take into account that many Chinese goods are consumed outside China. What truly stands out is the US emissions. As Chinese emissions already peaked in 2025 or even 2024. China will never catch up. At least not in this century.

Thank you Germany 🇩🇪and Britain 🇬🇧 for sacrificing your economies to save the planet. China appreciates you exporting your manufacturing to provide jobs for their citizens.

@TheApeOfGoldST True prices across the sector are ridiculous even for producing companies like Guanajuato Silver, SantaCruz Silver or SilverX. Iran war speeds up the industrial silver demand to new unexpected highs.

The owner of the 2nd largest undeveloped #Silver deposit in the #USA, and likely a top 8 biggest undeveloped #Silver deposit globally, is trading like one of the cheapest silver stocks on the planet on an EV/oz basis. How does that make any sense? $APGO.v - Apollo Silver $APGO is starting to look way too cheap here. Enterprise value: C$186.39M market cap C$59.00M in cash 👀 = C$127.39M EV Now look at the EV/oz: Calico: 183 Moz Ag (pure silver ounces, not AgEq.) Cinco de Mayo: ~154 Moz AgEq historical resource Total: ~337 Moz Ag/AgEq C$127.39M / 337 Moz = C$0.378/oz So the current EV/oz is only: C$0.38 per oz Ag/AgEq In USD, that is roughly: ~US$0.27/oz, depending on CAD/USD. Their Calico project alone should justify a market cap at least 3x higher, even before giving any value to the blue-sky potential at Cinco de Mayo. (CDM hosts a historical inferred resource of ~154 Moz AgEq at 385 g/t AgEq) Calico is located in San Bernardino County, California, and is the second-largest undeveloped #Silver deposit in the #USA. This is not some joke asset. It is a monster project in a top-tier jurisdiction, with massive silver exposure, a huge cash position, and a pro-mining political backdrop that wants to fast-track strategic domestic mineral projects. At the current valuation, the market is basically giving away the upside. A side note: Crazy cash position right now, almost 60M CAD... Worth to remember that some good stories out there are currently cashed up to their teeth!

That's a significant decrease in metal production! 👇 Yes, Nornickel (Norilsk Nickel) is the world’s largest producer of refined Class I nickel. Class I nickel = high-purity nickel (with a minimum purity of 99.8%) used in electric vehicles (EVs). Nornickel is also the world's leading producer of palladium, as well as a major producer of copper and platinum. 🇷🇺⛏️

@NotA_Bull Small gold/silver miners, DLE lithium developers

Which stocks do you think could 10x over the next 5-10 years?

Tak jednoduchý to není. V Argentině jsem měl svýho času 40% akciovyho portfolia. Investoval jsem v roce 2021 kvůli břidlicím Vaca Muerta, lithiu a hlavně turnaroundu v zemědělské produkci. V Argentině bylo sucho. Napršelo až v roce 2023 a úroda pomohla znásobit jak moje akcie tak příliv dolarů do Argentiny. Na dolarech ze sóji kukuřice a a břidlice přitom stojí "Mileijuv úspěch". Dneska by Argentina měla vydělávat na drahych energiích, skutečnost je ale taková, že se inflace vrátila znova nad 30% a Argentinu drží nad vodou uzavrenej Hormuz. Investice pořád mám. Dřív to byly banky a elektřina, dneska DLE lithium extraction.

Ocení někdy zdejší levičáci argentinského prezidenta?! :)

@Pattonator2 @jackprandelli Jak writes of Iraq not Iran.

@TomKopen3 @jackprandelli Iran has never exported 3.5 million. The tank trucks turn around time is about 6 days vs 40-50 days for the large carriers. Add in the railcars and they have added weeks before their storage is full.

Iraq just found the back door around Hormuz. 70 tankers crossed into Syria yesterday via AlYarubiyah a border that's been shut for 13 years. Destination: Mediterranean ports. The chokepoint isn't a wall. Producers are routing around. The map of Gulf oil is being redrawn by truck, but is more expensive. source: @MarioNawfal

@jackprandelli New geothermal is also very important for Europe, where we can use both electricity and heat. Watch places like Hungary which has 29GW of low cost geothermal potential. Enough power the Hungary, Slovakia, Czechia and Austria together.

The AI energy debate has been framed as gas vs nuclear. Wall Street Week just added a 3rd: geothermal US power demand is set to grow 20% over the next decade driven by data centers. Geothermal is base-load, 24/7, zero carbon. It's been overlooked because the project economics never penciled. AI just made them pencil. For now US AI will run on gas... I wrote about it, in my latest article, link in replies 👇 Source: Bloomberg

@petr_barton Wtf?

@TomKopen3 Vy neplatite dane? Tak k tomu se radeji nepriznavejte.

Ja se moc omlouvam, je mi to strasne lito, ale za zdvojnasobeni inflace v Bulharsku nemohou nizke uroky ve Frankfurtu. Ani vyssi uroky by zas nemely jak zasadhe pomoci. Ale zkusme otazku z 2. rocniku: Ktera evropska ekonomika je nejnarocnejsi na (zdrazene) energie (E/HDP)?

@Pylon54 @JamesMelville That is pretty obvious as plants have much worse solar conversion rate than solar.

@TomKopen3 @JamesMelville Ask yourself this very simple question:- If I own 50 hectares of land, do I want to try and make a living from working long hours 7 days a week - or do I want a solar farm company to pay me £100,000 a year from renting my land to put their solar farm on? Tough choice?

South Korea 🇰🇷 A motorway that stretches for 20 miles has a huge solar panel strip down the middle with a cycle path underneath. This is more logical than plastering solar panels on thousands of acres of prime farmland.

They will. Or maybe not collapse cause of migration but both countries changes dramatically in 50 years. Czechs kind of do similar thingy in a different way. Disrespect plays role in both places. In here it is that young families do not need any money but woman shall stay with children at home till 3 for 400 euros month while private nursery costs 500-800 in big cities.

@TomKopen3 @D_Tarczynski Both our nations will collapse in the next decades because of the demographic. You want to say that in communist time, or even before women were treated better than now? Algorithms and social media destroyed family values in the world

Be Like Poland 🇵🇱

@typowy_polak2 @D_Tarczynski I am not here to persuade you. If you think that you can treat women in Europe like a cloth and they give you children nothing helps here.

@TomKopen3 @D_Tarczynski So in Nigeria woman's have most respect to the woman?

🚨 Israeli forces arrested five Palestinian children while they were gathering wild plants near the Havat Ma’on settlement south of Hebron in the southern West Bank, following incitement by settlers.

@Doug83946987 @minenergybiz That is true. Related to miners 4500 gold during the rocking high beta is just all right.as the miners are priced as if gold sits at 3000-3500 or so.

@TomKopen3 @minenergybiz When high beta is rocking you can expect Gold to be weak, its a hedge play, silver can do well in a high beta market

Agnico Eagle Mines shares are being sold due to new record earnings and the highest margins and net earnings ever. Of course, Agnico made a big strategic mistake. They're using their cash bonanza to buy junior gold miners (see Finland) and buy back shares. Instead, they should have purchased acres of land for new data centers and bought NVIDIA chips with their cash. Agnico shares would double overnight - easily. $AEM

@horacekpetr22 AI ani Mag7 nerozumím, ale překládám si že Vyšši Capex u hyper scalers = vyšší poptávka po stříbře, mědi, lithium a elektřině a dalších stavebních kamenech "silikonové civilizace"

Vyšší capex u $META znamená rychlejší růst a v budoucnu nižší opex, stejně platí pro $AMZN, $MSFT $GOOG. Prodávat kvůli tomu akcie mi přijde na palici, ale jak je libo pane trh..

@rastakayakwana U nás se dělaly a stále dělají parní turbíny. Tohle je plynová turbína, jinej stroj..

Kdysi se u nás dělali turbíny.