Mining exec/investor — drilling & building mines

Joined May 2017
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Good thing we plowed all those trillions of dollars into fake meat, digital dog currencies and photo sharing apps instead of infrastructure, healthcare and metals supply
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US admin ensuring they get a better IPO allocation than on $SPCX
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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$SXGC.TO $2B market cap, > 100km drilled with an exploration target, wild long section 1.7m @ 32gpt AuEq incl 0.2m @ 254gpt -> residual is 1.9gpt
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Great example of a high-grade small tonnage mine that just keeps getting better through exploration & expansion Acquired from Barrick for $2M up front, restarted in 2016 at 0.2Mtpa, now 1.2Mtpa & growing ($4B market cap) Start out small, get to cash flow & build up from there
K92 Mining Announces Major Expansion of Arakompa AR1 High-Grade Zone and Delineation of Substantial Near-Surface High-Grade Bulk Tonnage Zone $KNT.TO juniorminingnetwork.com/juni…
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The last raise was at $380 billion post-money … 4 weeks ago? The entire mining industry’s combined market cap is ~$2 trillion
We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expand our capacity to meet growing demand for Claude.
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Buy stocks
*US CENTCOM SAYS IRAN FIRED MISSILE TOWARD KUWAIT *US CENTCOM SAYS US FORCES INTERCEPTED IRAN DRONES *US CENTCOM SAYS DRONE SITE TARGETED IN BANDAR ABBAS
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“I showed up, I drank a few glasses of wine, I podcasted worse” — Julius Caesar
Steven Bartlett says a few glasses of wine ruined the next 3 days of his life “It's one of those areas where you don't understand the hidden cost until you really give it up for a while. I stopped drinking at 30 years old. I'm now 33. When I was 31, I thought, I'll have a drink again because now I could really A/B test it. I had a year of not drinking, decided to have a drink again” “It ruined three days of my life. I had a couple of glasses of wine, didn't get drunk. It ruined three days of my life because of the domino effect it caused” “I got worse sleep that night, and then because I got worse sleep that night, I ate more poorly the next day because my dopamine system or whatever, the cortisol system was all messed up. I podcasted worse. I didn't go to the gym that day or the day after because I felt really bad. I then slept worse, and I could track all of this on my Whoop”
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At-market merger, 1Mozpa that can grow to 2Mozpa. Thumbs up to consolidation
Equinox Gold and Orla Mining Combine to Create North America's New Senior Gold Producer: Built to Grow, Built to Last $EQX.TO $OLA.TO juniorminingnetwork.com/juni…
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$MAI.v board meetings
Looks like a solid addition to the Darren ranks in the new chairman. $mai.v
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YTD: Gold 5% DPM 5% GDXJ -1% Eldorado -20%
Today, we are pleased to announce the completion of Eldorado’s acquisition of all of the outstanding shares of Foran pursuant to a plan of arrangement. For more information about the transaction, including details for Foran shareholders, visit: bit.ly/4uHXUr4 Read the full news release: bit.ly/4ctxDEL #BreakingNewGround #Mining #GoldMining #CopperMining #Gold #Copper #CriticalMinerals #Growth #Canada
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Should've reported the assay as 800,000 ppb Cu, stock would have doubled
10,000 ppm is 1% 1,000 ppm is 0.1% If you are quoting copper in triple digit ppm terms to flag a technical discovery fair play spin effort but from an economic perspective, sorry NGMI Hats off to the Sabet brothers for giving it a go here but good reminder exploration is hard
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Global GDP has increased 100x since the defeat of Napoleon, a Corsican artilleryman whose overly hawkish monetary policy had stifled growth for the previous 1800 years
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Google now going to spend $180 billion on capex in 2026, 2x from 2025 and more than our entire sector Microsoft ($190B), Meta ($135B), Amazon ($200B) Vicuna capex ($18B) gets you ~500ktpa CuEq for 70 years
The mining industry spends ~$150B/yr on capex to supply all the world’s metals and a third of its energy Google alone spending $90B this year
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You weren’t meant to live an uncomfortable life. $STRC
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BREAKING: Glencore plc has been granted absolution for all previous sins in a bid to restart merger talks with Rio Tinto
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It’s true, take any sample around you and you’ll find the earth grade is 1,000,000 g/t
TRUMP: THERE'S NO SUCH THING AS RARE EARTH, IT'S EVERYWHERE
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Rio Tinto is in early talks to buy Glencore, the companies said, in what could create the world's largest mining company with a combined market value of nearly $207 billion reut.rs/4preiZ9
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Getting called a spineless wimp, idiot and a moron all in one tweet — happy Friday! In the real world, the team on the ground is trying to hit a new copper-gold discovery on a licence that’s never been drilled before. Wish them luck
21 Nov 2025
Replying to @Mark_IKN
And all these spineless wimps can do is send pepe memes. Grow a pair. Do you idiots honestly think TK improves before you get rid of The Playboy of the Western World? Look at the price chart, morons.
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