David Muscat

@JohnLatham Another point many are missing is that multiple large corporations now have a mandate to source "green" low carbon footprint copper. Amazon comes to mind for one. Marimaca and the MOD are the poster boy for the green new mining. Use of recycled water and solar generated power

Something I don't see people talking about with Marimaca — the oxide project doesn't produce concentrate. It's SX-EW, cathode copper straight out of the ground in Chile. Why does that matter? Because most junior copper ends up as concentrate shipped to Chinese smelters. China controls about half of global smelting capacity. That's a chokepoint. A project that bypasses that entirely? As the critical minerals sovereignty conversation heats up, that feels underappreciated. $MARI.to

Not sure if I should be buying everything or selling everything...

@jtourzan @cowboybeeshop Andina is a really interesting company. They have a property adjacent to Marimaca’s Pampa Medina deposit. At the tail end of AMT anomaly by Pias. They've done some surface work there. Would love to see a few drill holes soon.

@cowboybeeshop I’m long Andina and Marimaca.

It’s not like I force this stock on people. I just want them to see.

@paola_rojas Orion likes Chilean #copper companies. Wonder if they are looking at $MARI.TO Marimaca

Damn. Orion raised $2.2 bn for latest mining fund, aimed to finance production of copper, lithium and other critical metals. 61% already committed.

@AGRocket888 No explore co. would mobilize 10 rigs unless they were confident about what they are on to. The team at $MARI.TO Marimaca are top notch. I expect the next 6 months will prove up a monster #copper deposit with huge #silver credits.

@dmuscat Watching for a long time. Price is good here. “10 rigs coming” triggered me.

$MARI.TO Marimaca #Copper now consistent minerialization over 3000m with 100000m and 10 rigs coming. They are on to an absolute monster sized deposit at Pampa Medina.

@sugarpilestrats @paola_rojas Macro headwinds from Iran uncertainties need to subside. Market has gone "risk off" for now. A couple banger holes from the next round of drill results wouldn't hurt either.

@dmuscat @paola_rojas What do you think the market needs to see here for material move up in the stock?

This week’s gem hunt ft. gold and copper on TSX $MARI Direct from our research, these 3 stocks are on the move due to recent news and activity paolarojas.blog/2026/03/17/thi…

@mrfriebe @ThomasPhilipp6 Folks aren't getting is that the AMT has been been confirmed by drilling in every hole since last year. Coupled with historic drill results you really have everything you need to know. After 150000m of drilling people will see the monster that was right in front of them.

@dmuscat @ThomasPhilipp6 Added at the margin. Wake me up when we get to ‘B’ lol

Pampa Medina supports the hypothesis of a district-scale sediment-hosted manto system. Continuity across 3x2km with thicknesses up to 100m indicates a production potential exceeding 100ktpa copper for multiple decades. $MARI.TO

@mrfriebe @ThomasPhilipp6 The wild thing is with about 30 minutes of research you can see that the mineralization continues for KMs to the west. There are near surface oxides drill results going back to the 90s at Brac, Sierra Valenzuela to Madrugador. It's a sediment hosted manto so its one giant basin

@ThomasPhilipp6 Great exploration results which market is ignoring. Does disconnect force the hand at some point here?

@allcapallstrat With 10 rigs coming I suspect they will begin jnfill at 150m spacings to get an inferred resource while continuing to step out. This deposit goes on for miles. There is a lot of historic drilling here. Just no one has put it all together before.

@dmuscat How tight drilling is needed to get a resource for this? It doesn't look like easy flat-lying layers on the cross sections, but rather a bit up and down or pinching/swelling. Seems like some work is needed for confidence in thickness and orientation.

@CBarnahan Smarter blokes than me added a half a billion dollars at $10. So anything below that is a bargain!

@dmuscat I guess adding yesterday was a good call. I figured Assore likely knew what they were doing.

In 60 days I predict a similar image will be posted but it will be 4km by 2.5km. And so on and so on. This ain't your fathers Chilean porphyry #mintwit. This is a grant sediment hosted manto with no end in sight. 10x to 50x thicker than Nowa Sol in Poland. #copper

"When compared to one of the most prolific copper belts on the planet - the Kupferschiefer in Poland and Germany - it is extraordinarily thick. The estimated mining horizon true thickness across Section N7440 800 at Pampa Medina is, on average, more than 10x thicker" $MARI.TO

Pampa likely 10x the average thickness of Nowa with similar copper grades. #silver TBD but fingers crossed. If 300m step out keep hitting Marimaca will have a monster in an incredible location for development. With potential synergies from S32, Anto or Capstone. Whose buying?

Deeper look into $MARI.TO Marimaca #Copper Pampa Medina deposit and thinking Lumina Nowa Sól project in Poland may be an excellent proxy. Kms of lateral mineralization. Nowa only 4m thick but goes on forever. Pampa Medina a lot thicker but could also extend for Kms. #mintwit

@elonmusk Bullish #copper $MARI.TO Marimaca

China is rapidly reducing dependence on oil

@mrfriebe @k_nole11 @CopperBullish @globeandmail I think they will step out to the point that if, infill validates, they are 100k tpy for 20yrs plus on oxides. Given that this is a manto deposit infill shouldn't be an issue. They have the $$ now just time. Fingers crossed they get more rigs turning!

@dmuscat @k_nole11 @CopperBullish @globeandmail At some point they need to tie off the oxide growth and put a num on it

Hudbay Minerals to buy Arizona Sonoran for $1.48-billion theglobeandmail.com/business/artic…

@mrfriebe @k_nole11 @CopperBullish @globeandmail Given Antofagasta proximity to Pampa Medina they would be a logical partner at some point. Same with Capstone and Mantos Blancos and the MOD. South 32 also nearby. So lots of likely suspects. My question is, how big does someone let Pampa Medina become before buyout offer?

@dmuscat @k_nole11 @CopperBullish @globeandmail Might rather have a strategic in the room to help with build?

@capnek123 @quakes99 Now that $ASCU has been gobbled up by Hudbay I think $MARI.TO Marimaca #Copper is next. Lets see what the next round of drill results brings at Pampa Medina.

Just wrapped up #PDAC in Toronto. 30K+ people from across the global mining sector in one place. One thing is clear: there’s a lot of money flowing into resources. There are few potential interesting M&A deals in #copper and #uranium coming up. #gold #silver