Matt Geiger (@geigercounting) 's Twitter Profile
Matt Geiger

@geigercounting

ID: 1040218524

linkhttp://www.mjgcapital.com calendar_today27-12-2012 18:10:09

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Matt Geiger (@geigercounting) 's Twitter Profile Photo

Took less than 90 days for $ELE.V and Tether to make first big move. Combined company to join $OR and $TFPM as third PM-focused royalty company in the C$1-10 billion snack bracket. One big open question, hopefully to be addressed on webinar, is fate of EMX royalty gen business.

Matt Geiger (@geigercounting) 's Twitter Profile Photo

I must say that the demographic trends highlighted in this The Economist feature cut starkly against the Malthusian instincts that got me interested in natural resource investing a couple decades ago.

Oliver Groß (@minenergybiz) 's Twitter Profile Photo

Barrick Mining's new figures for their Fourmile growth project in Nevada are very impressive. It is a rare tier-1 gold asset 👀🪙 - 750,000 ounces of gold per year production potential - Average grades of 12 to 16 grams per tonne - 8+ MOZ Au in total resources and growing -

Barrick Mining's new figures for their Fourmile growth project in Nevada are very impressive. It is a rare tier-1 gold asset 👀🪙
- 750,000 ounces of gold per year production potential
- Average grades of 12 to 16 grams per tonne
- 8+ MOZ Au in total resources and growing
-
Matt Geiger (@geigercounting) 's Twitter Profile Photo

Missed this during the rush of Beaver Creek. James Kwantes 🇨🇦 covers the Altius origin story and the genesis of the Altius and Orogen royalties covering AngloGold’s Arthur Project, among other topics. A worthwhile read for those interested in prospect generation $ALS.TO $OGN.V $AU

Ole S Hansen (@ole_s_hansen) 's Twitter Profile Photo

#Copper prices jumped after Freeport-McMoRan Inc. declared force majeure on contracted supplies from its Grasberg operation in Indonesia, the world’s second-largest copper mine, following a fatal accident on 8 September. The news adds to existing supply concerns after last

#Copper prices jumped after Freeport-McMoRan Inc. declared force majeure on contracted supplies from its Grasberg operation in Indonesia, the world’s second-largest copper mine, following a fatal accident on 8 September. The news adds to existing supply concerns after last
Sustainabledude (@sustainabledud1) 's Twitter Profile Photo

Don’t we think this is starting to get a bit out of hand? China is laughing from the sidelines. There’s ways to make the supply chains of the West independent… but this is not it. If you’re wondering what I mean, read the thread attached to see why Greenland will not be

Don’t we think this is starting to get a bit out of hand? 

China is laughing from the sidelines. There’s ways to make the supply chains of the West independent… but this is not it. 

If you’re wondering what I mean, read the thread attached to see why Greenland will not be
Matt Geiger (@geigercounting) 's Twitter Profile Photo

Somewhat ironically, the Fleet Week airshow in SF this year was headlined by the Canadian Snowbirds due to the govt shutdown. They put on quite the show. Thank you Canada 🇨🇦

Matt Geiger (@geigercounting) 's Twitter Profile Photo

BHP doubles down on early-stage copper porphyry exploration in Serbia with expanded partnership with $MUN.V Congrats to Teo and team for getting this across the finish line. Serbia project inventory now fully partnered up.

BHP doubles down on early-stage copper porphyry exploration in Serbia with expanded partnership with $MUN.V

Congrats to Teo and team for getting this across the finish line. Serbia project inventory now fully partnered up.
Sam Broom (@thenudeinvestor) 's Twitter Profile Photo

I don't think normies realize how freaking HARD it is to take a discovery into production in the west. I recall a recent S&P study had the USA at something like 29 years from discovery => first production. We need a brownfields capital boom just to stand still, let alone grow

Matt Geiger (@geigercounting) 's Twitter Profile Photo

Tether buys 8.1% of $GROY and 5.5% of $MTA I’ll be the first to admit that I did NOT foresee them playing in the junior royalty space outside of $ELE.V

Matt Geiger (@geigercounting) 's Twitter Profile Photo

Correct. As private co owned 47% by largest shareholder, Tether Corporate under no pressure to return excess cash via dividends or buybacks and invests treasury as it pleases. $ELE.V $GROY $MTA are investments and not being used as backing for any of Tether’s digital offerings.

James Kwantes 🇨🇦 (@jameskwantes) 's Twitter Profile Photo

Visible gold in drill core at Auranova's South Uchi project. For those paying attention, that's VG with assays pending at 2 Kenorland projects $KLD.V The other is Targa's Opinaca project $TEX.cn kenorlandminerals.com/news/kenorland…

Bloomberg (@business) 's Twitter Profile Photo

Tether Holdings is hiring two of the world’s most senior precious metals traders from HSBC, as the stablecoin giant deploys its deep pockets to build a vast gold reserve and challenge the established players of the bullion market bloomberg.com/news/articles/…

Versamet Royalties (@vmetroyalties) 's Twitter Profile Photo

NEWS RELEASE! Versamet Royalties Welcomes Tether Investments and the Lundin Family as New Cornerstone Shareholders Read more here: tinyurl.com/4zkdxvjr $VMET.V | $VMET

NEWS RELEASE!

Versamet Royalties Welcomes Tether Investments and the Lundin Family as New Cornerstone Shareholders

Read more here: tinyurl.com/4zkdxvjr

$VMET.V  |  $VMET