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Good thing we plowed all those trillions of dollars into fake meat, digital dog currencies and photo sharing apps instead of infrastructure, healthcare and metals supply
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Michael Horner
6.2K posts
Michael Horner
@michaelbhorner
Mining exec/investor — drilling & building mines
London Katılım Mayıs 2017
565 Takip Edilen7.8K Takipçiler
BREAKING: Glencore plc has been granted absolution for all previous sins in a bid to restart merger talks with Rio Tinto
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Is Tier 0 turning into Tier 2? #WA1 exploration excitement gone, what gets this moving again?
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It’s true, take any sample around you and you’ll find the earth grade is 1,000,000 g/t
*Walter Bloomberg@DeItaone
TRUMP: THERE'S NO SUCH THING AS RARE EARTH, IT'S EVERYWHERE
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Today I sold the last of my $NGEX shares, a journey that started Jan 2020 at 0.42 CAD. I accumulated 58k shares, avg 2.22 CAD. Sold 20 k at avg 15.8 and 38k at avg 24.9. Gains of about 910k CAD (in SEK eq). I am sure it will go up still, but it's better to say thanks and move on.
GIF
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Getting called a spineless wimp, idiot and a moron all in one tweet — happy Friday!
In the real world, the team on the ground is trying to hit a new copper-gold discovery on a licence that’s never been drilled before. Wish them luck
Mark@Mark_IKN
And all these spineless wimps can do is send pepe memes. Grow a pair. Do you idiots honestly think TK improves before you get rid of The Playboy of the Western World? Look at the price chart, morons.
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Q: Has Tinka Resources $TK.v fired Graham Carman yet?
A: No
Day nine
cc @YukonBrandon @michaelbhorner
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Q: Has Tinka Resources $TK.v fired Graham Carman yet?
A: No
Day eight
cc @YukonBrandon @michaelbhorner
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Great stuff
Money of Mine@moneyofminepod
We’ve thrown a few stones at Metals X for their capital allocation over the years. The $700m tin miner's sole employee, Brett Smith, was probably the last person we expected to sit down with us. Instead of dodging us, he jumped on mic and gave a really honest account of the strategy and his no-spin assessment of every tin project fighting for capital. This one surprised us. We think you'll learn plenty too. • The Metals X’s turnaround - no accident • Why tin’s supply/demand is so unique • M&A, joint ventures, and picking winning projects with permitting risk • Mount Gibson, gold, and investment stakes • Demystifying APAC Spotify → open.spotify.com/episode/7FS9ak… YouTube → youtu.be/nOXbVP5GXbg Stocks mentioned: Metals X $MLX.AX, Mount Gibson $MGX.AX, Elementos $ELT.AX, First Tin #1SN.L, Nico Resources #NC1.ax, Northern Star $NST.AX, Tanami Gold $TAM.AX, AIC Mines #A1M.AX, Maronan Metals $MMA.AX, True North Copper $TNC.AX, Fenix $FEX.AX, Alphamin $AFM.V, Cornish Metals $CUSN.L, Rome Resources $RMR.L, STellar Resources $SRZ.AX
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Q: Has Tinka Resources $TK.v fired Graham Carman yet?
A: No
Day seven
cc @YukonBrandon @michaelbhorner
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Last 2 weeks, lots of names down 15%+. Many non-gold / pre-resource juniors tracking Au miners. Another reason I’m permanently short GDXJ to hedge early stage adventures
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@tuvidux S&P data. There are public datasets showing $80-100B from top 40 co’s. BHP, the biggest miner, runs just $10B these days
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The mining industry spends ~$150B/yr on capex to supply all the world’s metals and a third of its energy
Google alone spending $90B this year
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Excited about this first-ever drill program at Silvia, a new high grade Cu-Au target. High chance of failure, that’s mining — but what’s life without taking risks. Our industry needs to be chasing more grassroots discoveries
Good luck to the team, fingers crossed $TK.v
Junior Mining Network@JrMiningNetwork
Tinka Resources Announces Commencement of First Drill Program at Silvia Gold-Copper Project $TK.V tinyurl.com/2ycbpg4z
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@respeculator Friedland, Beaty, Keevil, Munk, Lassonde (financier of many builds), Warke (not built but shades of Creasy) …
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The winners on the asx are legit entrepreneurs building mines… (twiggy, Gina, creasy, Ellison ) the tsx is full of ppl wanting to fleece you… promoters… finance ppl.. those who pump (the most famous are folks like Eric Sprott, Frank giustra, Rick Rule et al who have converted a lot of warrants but perhaps not the other… 🤔
Respeculator@respeculator
Still amazes me as an asx investor who is used to billions of shares outstanding and listening to a Canadian preach “share structure” as one of their key investment criteria. In Aus there’s “typically” a zero hold period, zero warrants/options, and whilst placements occur for “sophisticated” investors, retail generally get a look in and the liquidity on the open market is strong. In Canada.. there’s a 4mth hold, bunch of warrants, retail don’t get a look in and there’s no liquidity on the open market. The chumps doing the “private deals” run the show. So of course- you care on the share structure and if those select few will dump on you. I rarely participate in any Canadian listed stock (mostly cos I couldn’t be arsed looking at my port at night and cos of concern some mfer will rug me with these instruments)..
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