#CAML Confidently topped up this morning sub 138p. Very #BULLISH trading update RNS’d 10th June, copper prices at all time high, Iran agreed peace deal ##OVERSOLD First modest target 180p then #GAPFILL to 240p, great bullish hold in summer lul

#CAML if we see a dip next week I’ll be topping up, sentiment should get a boost here once the Iran war agreement is signed (iminant hopefully) #bullish #copper #oversold #gapfil

Panther Metals is obviously on a few more investor radars given its recent share performance. It is also worth noting that despite an impressive few days, #palm began its rerate from a very low base. Still only valued at £14m, which, given the four key projects leaves much more scope for multiples from here. The Winston tailings project will cover the current market valuation many times over, thus leaving the high impact exploration to deliver exactly that. The signs are encouraging, XRF revealing mineralisation in the ongoing Awkward work programme, we eagerly await Dotted Lake magnesium recovery results, the Winston MRE plus the Canadian exchange listing. Plus of course one of the most exciting prospects is shortly to be drilled , viz Wishbone. Here is a review on a page of how high this impact could be.

Everyone knows markets don’t move in straight lines. Yet every correction — the same script plays out: 📈 Chasing highs → “This time it’s different” 📉 Selling lows → “I can’t take the pain anymore” The market doesn’t create wealth. It transfers it — from the impatient to the patient. From the emotional to the disciplined. From the crowd chasing headlines to the few who made a plan and held it. Volatility isn’t the risk. Your reaction to volatility is the risk. The dip everyone panic-sold That was someone else’s entry. Know what you own. Know why you own it. The rest is just noise. Not financial advice.

#CALM Entered on the dip 💸

A few more paragraphs on this... STRATEGIC MINERALS #SML at current valuation levels are a sitting duck as one of the highest graded Tungsten plays globally with the deposit remaining open along strike and depth! A multi decade mine life, an orebody that very likely expands and £Billions in cumulative free cash expected at a fraction of todays metal price. One has to also note that holding TUNGSTEN WEST #TUN (which soon goes into production) is set to make much of its market cap in free cash each year! Analysts are already talking about how it's going to distribute as the optionality will be immense (production capacity, dividends, buyback but also M&A). Zeus in their recent report highlighted that at just $680/mtu the company will make free cash of $100m per annum but pricing right now is c.$3,000/mtu! High profile investor and Australian billionaire Greg Coffey (“the wizard of Oz”) owns 3.34% of Strategic and 15.57% of Tungsten West. And fwiw, Coffey recently provided funding for the first phase restart of fines gravity processing at Hemerdon. Very very happy to be in both and I'm sure it's not just me?

Here is a trade setup I like. #IGP Should quietly start working its way back up towards 160/170. Break that then 200p is the next target. Nice risk/reward from here.

Indonesian government proposals to centralise exports of commodities through a state-controlled exporter are concerning #AEP #MPE Not sold our palm oil stocks yet (reasonable multiples, decent dividends) but 'watch this space' The joys of investing in frontier markets 🤣

#EPP Share prices compressing - 8.2 to sell 8.4 to buy, great buy in price 💵 after pull back from highs of 12.78p

#PANR away again, crazy price action today!

#PANR Looking solid again Testing 16p again

#PANR Has the momentum behind it, sentiment very strong with elevated volume!! I see 18p witching the next 2 weeks DYOR #SQZ #KIST #AET #AXL #JSE

#PANR Gap filling nicely to 18p target, then the new renowned chairman Michael Spencer (Lord Spencer of Alresford) has forecasted late summer to finalise the farm out partner negotiations (Aug/Sep) I anticipate a further run in the run up with anticipation of this

Orosur Mining Inc #OMI #BULLISH #OrosurMiningInc As per Justin’s comments (Monstrous Projects) many multi bags 💼 potential, must listen to the below, as always DYOR #UFO #POW #WSBN #GGP