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Former Glencore boss adds to position and goes > 10% equity. First time added since 2015. No further legs down atm for thermal coal since Glenore cut some supply

*BRENT OIL FALLS BELOW $60 FOR FIRST TIME SINCE FEB. 2021

🚨 NEW from President Donald J. Trump:

Earlier today, Trump said "this is a great time to buy"! NOW - Tariffs paused for 90-days (excluding China who hike to 125% US stocks going bananas with the S&P500 mooning +8%. FTSE100 futures currently +6% 🚀 🚀

yeah mammoth spikes everywhere on the open and largely sold into

GOLD AT NEW RECORD HIGHS - Goldman Sachs forecasting $4,000 by mid 2026

Consensus still massively lagging the price action on things following and holding. And after success in base metal exploration this year, ventured into some non production in gold space. A few ripe for takeovers now.

Upside will be defined by how they reinvest a ballooning net cash pile into new geographies. They currently operate in four countries (production and exploration) but expect them to acquire other production ahead. Distributions have been discussed (emphasis on buybacks)

“Big opportunities in life have to be seized.” — Warren Buffett

Cheerio H&T, that was a very short ownership! *FirstCash Holdings To Buy H&T Group For 661P/Share in Cash

purchased in size a 3x p/e that's closer to 2x (with great confidence) next year. The disconnect is unreal and not commodities. It is re-rating but X is dead to it. Hunt, hunt, hunt!

Copper stockpiles at LME fall to their lowest in almost two years

OPEC+ AGREES TO INCREASE OIL OUTPUT BY 411,000 BARRELS A DAY NEXT MEETING OF 8 OPEC+ STATES SCHEDULED ON JULY 6 TO DISCUSS OIL PRODUCTION PLAN FOR AUGUST

BARCLAYS ON PGMS Low metal inventories could see PGM prices squeezed near-term: Above-ground PGM stocks are at very low levels, particularly for palladium and rhodium which are at 14-year lows… If you take the cumulative supply and demand balances since 2010, the theoretical

Demand for PLATINUM accelerating Monthly chart - highest levels since 2021 today