@17Reazy profile picture
Fabri @17Reazy

people can fly

Joined July 2020
  • Tweets 17,646
  • Following 231
  • Followers 2,193
2,389 Photos and videos
$tungf results highlight quality of resource & expansion potential. Successfully delineated multiple stacked tung-bearing polymetallic veins in footwall beyond historically mined areas, while step-out drilling in 5 & 7 veins confirm significant mineralization. untapped upside Ima
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Stonegate Capital Partners Updates Coverage on $TUNGF near-term setup increasingly catalyst-rich, underground drilling, tailings, metallurgy, permitting C$4.91 midpoint valuation(130% above current price) capital position (C$51M cash) & operating cadence improved materially
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Heard $tungf might partner / buy one of Viking mines ($VKA.AX) tungsten assets. No chance at Linka, the rest look promising as well with 0.6-1.0 historical WO3 grade. Some were past producing others close to past producing mines. Collected info and let AI make a table.
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Think I’d be happy with either, but victory ragged and long could be nice buys
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Pretty much Win/Win scenario for both. Both already have good relations since tungf investment last year. Tungf gets another high grade mine, increasing company potential over long term. $VKA.AX needs capital, would get some needed money to advance flagship Linka
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Fabri@17Reazy
May 20
$TUNGF On 1D almost oversold, last time it was close to oversold (November) it almost 3x the following 3 months The last time it actually was oversold (June), the following 2 months it also 3x Fundamentally, major catalysts around the corner, resource update &PEA next months
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Fabri@17Reazy
May 20
good buying opportunity?
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Fabri@17Reazy
May 13
New Ali Haji (American tungsten corp CEO $TUNGF) interview with Nordic funds was very interesting imo. Some key points:
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more replies
Fabri@17Reazy
May 13
„when we looked at numbers last year we were profitable at $280 / MTU so margin very high with current prices“
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Fabri@17Reazy
May 13
Other than that, for resource update he now mentioned June / July so will perhaps take a month longer than previously expected, could be a good sign tho as it could indicate more resource than expected TSX was said to happen „soon“
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Fabri retweeted
LIWEI_TW Capital
@LIWEI_TWCapital
May 7
I saw this helpful InP (Indium Phosphide) optical communication supply chain summary from a Taiwan Facebook investment account and found it quite useful, so I’m sharing it with everyone! 📡 InP Optical Communication Supply Chain: (1) Upstream InP Substrate $AXTI ・ Sumitomo Electric (5802) ・ JX Metals (5016) (2) Epitaxy MOCVD Equipment Epitaxy: IQE ・ LandMark Optoelectronics (3081) MOCVD: $AIXA ・ $VECO (3a) EML Chips $LITE ・ $COHR ・ $AAOI ・ Sumitomo ・ Mitsubishi Electric (6503) ・ $AVGO (3b) CW DFB Chips $LITE ・ $COHR ・ $AAOI ・ Sumitomo (3c) Silicon Photonics Foundry $TSEM ・ $GFS ・ $TSM ・ $INTC (4) Assembly Zhongji Innolight (300308) ・ Eoptolink (300502) ・ $COHR ・ $FN ・ $AAOI #InP #Photonics Purely personal sharing • Not investment advice! (More details in the original post)
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Fabri@17Reazy
Apr 25
I like them! I see lot of upside left! 331K MTU/yr, even at $1500/mtu with 78% payability, they make $388m which is ~ half of current MC. Without including the 462 tonnes of tin. One of the largest resources in the world AISC pretty low too so once in prod. a pretty safe play
David Roberts@DavidHyett6283
Apr 25
Replying to @17Reazy
Your thoughts on tungsten-west #tun.L?
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Fabri@17Reazy
Apr 25
Full commercial production is planned for Q1 2027 which means they should still profit of higher tungsten prices so the potential cash flow will be even greater. Bull case $3000 / mtu Revenue : 774.5M without tin, for a full year in commercial production Which is insane.
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Fabri@17Reazy
Apr 23
Someone brought to my attention that $TUNGF increased the amount of tailings in their updated investor presentation. from 220.000 to 302.098 = more money $TUNG
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Fabri@17Reazy
Apr 22
Tungsten demand is exploding, CICC forecasts 20K MTU deficit by 2028. 85% of production happens in China while they’re also importing more than ever and keeping their tungsten in the country. The US? 0 domestic producers. But some companies are trying to change that 🧵
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Fabri@17Reazy
Apr 22
Who knows where tungsten prices could be at in 2029/2030? That’s why I, for now, stick to those that could be in production in late 2026/2027 as it’s likelier they profit of elevated prices.
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Fabri@17Reazy
Apr 22
What I like about these potential domestic tungsten producers is that I’m sure they would get a nice premium valuation. Especially the first few. Also the US is working with EU on price floors which would de-risk producers. If I made any mistake, let me know!
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