Of course that’s your contention. You just finished The Big Score, think copper porphyries are a cheat code, and you’re tweeting NPV models like they’re gospel. Right now, it’s all about "grade-tonnage curves," "cut-off grades," and “strip ratios”… you even printed out a JORC checklist. Next month, you’ll discover tungsten in Nevada and start saying things like “it’s not about price, it’s about supply chain security” at the bar. By fall, you’ll YOLO into a junior gold explorer in Alaska, seeing the multi million ounce resource at 2g/t, and forget it’s refractory and sits under a glacier, you’ll tell your buddies thinking you’ve outsmarted Newmont’s geologists. Next year, you’ll be at a sketchy mining conference in Vancouver, shilling a zinc project with a 7-year mine life and no permits, calling it “a generational buy.” You’ll throw around “mispriced upside” for a company that hasn’t hit guidance since the 2011 commodities boom. You haven’t even begun to suffer yet. You haven’t bought into a “world-class discovery” that turned out to be a twinned drill hole hyped by a shady promo firm, with millions of founders shares issued at a fraction of a penny. You haven’t emailed IR about a delayed 43-101 report five times, got ghosted, and still averaged down out of pure spite. You haven’t stared at a flow sheet so long you start muttering “Merril-Crowe” in your sleep. You think this is about numbers. It’s not. It’s about pain tolerance. Come back when you’ve held a micro-cap explorer for five years, survived two reverse splits, and still called it a win. Then we’ll talk geo-alpha and investing in Lundin group companies

If I had to guess the next Equinox $EQX transaction will be them taking over Gold Candle after it IPOs 🔮 Keeps the narrative of a growing Canadian (and North American now with Orla) producer. Beaty and Lassonde already in both tickets. And they’ll grow their exposure to EQX.

At this pace Ross Beaty will manage to be Chair Emeritus of the largest gold company in the world… all while share price is the same as when gold was 2000$/oz in 2020 But who cares about share price… MCap and ETF flows is all that matter bruhh

Sophisticated GlenTinto commentary from the depths of MinTwit

Market going down. $LUNR be like: “yep, I don’t care”

Oh look at you Magino, all grown up. I barely recognize you from that summer of 2022. Just don’t let Ausenco build you this time or the 1B$ in NPV lift might end up vanishing in the air.

LFG 🔥🔥 DSO from Pompeya #ListIt

Can anyone confirm if this is how cost inflation starts? 🧐

I’ll sure be wrong on this, but I feel we dump to 5.50-5.40 before 6.25$ (both are at the same distance from current price). We’ve seen 3 ATH with declining strength over the last 2 weeks. If we do, I’ll load up. I’d wish to load around 5.20 though. #copper

Forgot to say this yesterday, happy 40$ to all those who celebrate! 🥳 $GMIN.to GMIN has overtaken ARTG’s MCap. Crazy to see it close to 9B$ in MCap, still remember when it was a sub 200M$ junior. The value that is created by building mines (and gold going up 140% 🙄) Time for ARTG to play catch up.

Today marks one of the most important moments of my investing life. After more than three years following and dissecting the $EMO.v case with countless calls, discussions, and nonstop attacks from pumpers, everything ends here. -68%, the Big Short is closed

How it started / How it's going: Cannacord recommended a turd to retail when it was right on the edge of collapse, got their fees, and loaded some EMO shares onto a tonne of baggies... and towards the next one like nothing happened $EMO.v

Spanish Court pays for Xmas presents this year! Let's send this turd to cash value 🥳🥳 Props to the owner of the EMO short thesis @The_Godas !! This is all you buddy, enjoy! Hoping for sub 30cts 🤞

🐐

Narrator: "it did, in fact, teleport to 10$" Quite a bit of money left on the table by selling on Monday tbh. Although not having Ana's will tied to my net worth is enough of a payoff for now.

Sold $SGML Had kept the position with different sizing since early 2023. Remember Tesla was about to acquire it? Yeah since before that pump Managed to end in the green despite the stock still being down 80% from the '23 highs. But this has been the worst ROI adj. for headache of 2025, without a doubt. The contractor leaving, the mine not producing, liquidity in the Co is nonexistent, an offtake that's incoming since May... and worst of all the way Ana just tries to sweep everything under the rug and not even disclose it. I'm pretty confident the mine will restart and continue to operate well. But I could easily see it back at 6$ in a couple weeks. Maybe I hate myself enough to buy in again at that price, maybe I've learned the lesson and don't want to be involved with bad mgmt anymore, we'll see! It could also teleport to 10$ if a good off-take is announced given how spod has been trading these past few months. That was my thesis when trippling down during summer. I just didn't expect Ana to be so ret*rded and the contractor leaving.. Anyhow, pretty lucky Ganfeng's chairman saved the week.

Good discussion yesterday on what crushed AISC expectations at Kamoa-Kakula since FID. The conclusion: higher sustaining Sust Capex than expected (~ 0.15$/lb, power back-up and debottlenecking plan), higher opex due to logistics and power volatility (~ 0.45$/lb), and higher royalties (~ 0.10$/lb, due to higher Cu price, so no biggie here). All in all 0.70$ more expensive to produce one pound of copper. To be clear I was using the 2019 and 2020 reports as the baseline. The 2023 report had slightly higher OPEX assumptions, although still lower than reality.