Thanks for having me on, guys - great talking Magna, IperionX, TNR, and more! Wish I’d pointed out Magna’s exploration upside more, but a very fun conversation.

Macroeconomic relationships move very fast. The US admin guiding to lower long term debt issuance and the corresponding USD decline have quickly translated into rallying commodities, as we can see today with Copper or Oil, which is shaking off a well telegraphed bear case around

JUST IN 🚨: Copper gets a God Candle as it explodes by more than 13% for its biggest gain IN HISTORY 📈📈

Three days later the koala would just like to say it too is curious about the answers to these questions from a TNR Gold $TNR.V $TRRXF shareholder The funniest part of all this is the pathway to unlocking value is so transparently obvious here If the CEO and VP Corp Dev dropped

What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD, making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman Sachs for a new “10X” magnet plant targeting 10,000

Macron officially called for using the EU anti-coercion regime against the United States of America. 30% is embargo level, even if it is close to other countries. This law was created especially to deter Trump and Xi Jinping, let's use it. crowell.com/en/insights/cl…

Had a more detailed look at what (still?) is Kingsrose Mining's $KRM flagship project. open.substack.com/pub/thenorther…

Re the $NGEX royalty spinout, these things tend to do quite well. Here's Vizsla Royalties $VROY vs silver and $SILJ since the spin.

On behalf of our Golden Metal Resources staff in Nevada, and the rest of our Guardian Metal Resources team around the world, I would like to express my thanks to the Department of Defense and the Trump Administration for delivering this essential support for domestic critical

Some names I currently own and actively follow in the electric grid and energy transition space, from generation to transmission and grid modernization — there's still space for them to run 🏃‍♂️

Some Aussies know their stuff 🥲

When majors divest non-core assets, value can often be unlocked — a trend we’re seeing increasing

Will 2026 be the new dawn for #lithium?