Great example of what poisons our industry. Need to stop funding zombie companies and be better stewards of capital

I don't understand the new 50% copper tariffs. They're not going to jumpstart US production, aren't targeted to countries in which we're in a trade war, and will drive up prices on a wide range of essential goods. A couple mines in the US are world-class and economic without the

The game of thrones at the top of the big Pilbara peddlers After being chopped, Jakob gets “a contribution to legal fees incurred in connection with the cessation of his employment capped at a sum of £20,000”

Eldorado should be split in two, too much time spent in Quebec

Fun fact: the US coal industry employs over 100M people, mining 500Mt each year with garden shovels

My first vacation in over two years started in Port Talbot, Wales — it was the largest steel producer in Europe, with the last blast furnace shutting in 2024 after over 100 years of operation

Reading past page 1 of any junior’s PEA

Copper TACO

$DPM.to is making ~$400M FCF/yr vs $2B EV, returning 75% of it to shareholders, and drilling out high-grade discoveries in Serbia that will be producing in 2028

Uh oh. What time is it in the cycle?

Let’s drill & build

Incredible. 500kozpa @ 10gpt. Trading ~7% FCF yield at spot

$ADT.ax Thank you everyone for the support. From $15M EV after the first drill hole to a producing mine and a $1.5B takeout in 7 years, a hall of fame effort by Paul Cronin and our teams On to the next adventure

You know it’s a bull market when these guys are making $80M FCF in a quarter

University of Kentucky DARPA Environmental Microbes as a BioEngineering Resource (“EMBER”) SynBREE, led by LLNL scientists

$KGC sold FdN to the Lundins for $240M in 2014 Lundin Gold’s market cap today is $14B (vs. Kinross @ $24B)

+60% move in 2 months — fun times trying to pick a long-term price

There are some numbers I struggle to visualise — like 2Bt of iron ore mined each year, 1Tt of coal reserves, and that in 1999 Italy’s GDP was 15% larger than China’s