How Smart?
99 posts
Don't think anyone will disagree, that currently the market sentiment in #criticalminerals equities sector, particularly #tungsten, is still a far cry from what I saw in lithium between 2022 & 2023. Where did all those investors and money go??
Samson Li@SamsonLi7
And people sold down #tungsten #rareearths and other military minerals equities because they thought everything is made up by #oil and metals are cryptos 😮💨
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@Illari20 @Alexsei88 On February 4th
It hasn’t affected anything. This wasn’t a private document.
Almonty hit ATH after this was published lol
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@HowIntelligent @Alexsei88 But they named Almonty even in the local news..?
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Why has Almonty not said anything about that? I’m no longer wondering why CEO sold shares.
WTF!
#Tungsten $ALM
Alexsei@Alexsei88
Siis mitä helvettiä, kysyn nyt vilpittömästi: Onko tässä kyseessä Almontyn Panasqueira Mine - Onko Almontyn Portugalin kaivoksella sattunut tammikuussa jätealtaan sortuma jonka vuoksi joki on saastunut? Onko Almonty itse tiedottanut tästä?publico.pt/2026/03/24/azu… #Tungsten $ALM
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@HeathMayo House-rich boomers love Careful Carney. They’re winding it down and he’s winding Canada down. We need to throw it into high gear
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Democrats: Please take lessons from Mark Carney. The guy is ice-cold competent and a qualified leader who champions capitalism, trade, and strong alliances and isn’t crusading to use politics to change or shame people’s social mores.
Result—Global leadership, domestic approval.
Cult MTL@cultmtl
Approval of Mark Carney increases to 68% cultmtl.com/2026/03/mark-c…
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@Illari20 @Alexsei88 Therefore I believe it can be deduced that it is not their property. This “news” is from Jan 30th. 🥱
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@Illari20 @Alexsei88 Illegal for them not to disclose if it is related to their active business.
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@HowIntelligent @Alexsei88 And how would this change the fact that they have not informed the shareholders about this? And ceo selling shares... Looks bad to me. How about you?
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@ROLCapital @zephyr_z9 We still gained 12%+ this week on the Rotterdam price. Hopefully it keeps going up!
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@HowIntelligent @zephyr_z9 math gets too not believable if i run it at 3k or even 5k which is where i think it lands
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Btw, China has imposed bans on Tungsten exports
The prices of WF6 (Tungsten hexafluoride), which is used in CVD, jumped 10x due to that
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex
> A $resource the US needs for its future war with Chyna is depleted > check out who produces said $resource > [[[Every. Single. Time.]]]
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@Alexsei88 @AndreaHotter Living for the Friday updates as well over here!
Chinese pricing doesn’t matter anymore!
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Andrea, could we get the updated APT prices again today? Thank you very much!
#Tungsten @AndreaHotter
GIF
Andrea Hotter@AndreaHotter
#Tungsten APT 88.5% WO3 min cif Rotterdam and Baltimore duty-free, is +17.78% at $2,500-2,800/mtu WO3. That's vs $900-940 at the start of the year. Sale at $3,217.00 for 20 tonnes was discarded, outside Fastmarkets' specified terms, but published in its daily trade log
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@grantmccagg The answer to the Matthews question is unequivocally NO
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@RelinkCarbide CNY APT/MTU no longer matters. They are buying a hell of a lot more than they export. Rotterdam/Baltimore is all that matters every Friday now!
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Tungsten prices pulled back slightly today (3/27/2026): Tungsten Concentrate 998k CNY/t ↓ APT 1.475M CNY/t ↓ But long-term outlook stays bullish due to tight supply.
High tungsten carbide costs hurting your wire drawing?
[relink.tools/wire-cable-man…]
#PCDdies #WireDrawing
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@ROLCapital @zephyr_z9 3) ALM is already Nasdaq dominant, and TUNG uplists in Q2. EQR in AUS is another option and producing now but they don’t seem to want to get off their continent (to investor dismay).
If you’re going to capitalize on this bull market - these are the only three names to play. IMO
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@ROLCapital @zephyr_z9 2) Sure, it’s great to diversify within the space. But the first two mines that will come online in the U.S. belong to TUNG and ALM.
ALM is the key tungsten player and will be producing 700,000+ mtu by 2028. Close to 231,250 mtu this year.
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@ItsASpiza @ChrisTB92 @habs_burner It’s already fine. Would you rather have Gally at his cap hit or Dobson at his? No brainer
Laine or Dobson? Obviously a no brainer - and those contracts come off the books soon!
No one should be complaining about our cap situation - it’s one of the best in the league
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@ChrisTB92 @habs_burner Most blocked shots in the league, 0.66 point per game (54 pts pace) playing basically no PP. I'll take that 9.5 for my 2nd D-man, especially with the cap increasing, that contract will end up being fine.
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Still can’t believe the habs acquired this for a bag of dicks:
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@RobynUrback It would be nice if the PM wasn’t ruining our country. Where’s the outrage over anything else going on?
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I get why people are rolling their eyes at this (and normally I would too!) but one of the deceased pilots was a francophone from Quebec. It would've been nice if the CEO spoke a few words to his family, in their language
Scott Robertson@sarobertsonca
PM Mark Carney says he is "very disappointed" in Air Canada CEO's English-only message of condolence: "It doesn't matter the circumstances, but particularly in these circumstances, lack of judgment and lack of compassion."
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@Prominent_Bryan It’s too bad there’s no outrage over these idiots literally ruining our country. But we’ll pick up the pitch forks over use of language! This ship is sinking and our goose is cooked
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If you're an anglo and you don't understand the frustration, you are just very ignorant about 25% of your country
Scott Robertson@sarobertsonca
PM Mark Carney says he is "very disappointed" in Air Canada CEO's English-only message of condolence: "It doesn't matter the circumstances, but particularly in these circumstances, lack of judgment and lack of compassion."
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The companies with integrated tungsten carbide processing are worth watching. Most are still dependent on chinese feedstock to varying degrees though. The real question is who diversifies fastest. #APT is trading above $1,000/mtu now vs $400 eighteen months ago
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#Tungsten is up 557% since China added it to export controls in feb 2025. more than doubled just this year. Almost nobody is talking about why this is an AI story, not just a defense story.
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@freshbkgames @TaraMTay51 @CheriDiNovo He actually did 100% correct him you fucking idiot. “Pierre Trudeau is his father”
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@TaraMTay51 @CheriDiNovo Didn't call him out or correct him Ms Hamolka
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Profoundly embarrassing Tom...
Scott Robertson@sarobertsonca
Tom Mulcair on Pierre Poilievre's Joe Rogan appearance: "I thought it was an outstanding piece of political communication, and it was bookended by ... frankly one of the best political speeches I've heard any Canadian political leader give on Canada-US relations in a long time."
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@JasonKauppinen @CheriDiNovo Liberal boomers are sick of the mind
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@CheriDiNovo More Canadians watch the Joe Rogan podcast then watch CBCtv.
CheriDiNovo is just one more out of touch Liberal Boomer.
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