Marathon Runner, Mining Royalty Nerd, Value Investor, Startup Founder, very curious person.

Joined December 2014
73 Photos and videos
👇 Fantastic to see Allied Gold's significant progress at the #Bonikro gold mine, which has emerged as a cornerstone asset within the @vox_royalty portfolio. $VOXR
📢 @vox_royalty announces a 400% increase in Bonikro's life-of-mine production, supporting 120,000oz annual production. This highlights the embedded growth optionality that underpinned $VOXR acquisition🔗News: lnkd.in/gBAYzhDq #royalties #gold #mining #preciousmetals
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🎯🎯🎯 Spectacular ROI for the Mexican govt on their $20M investment win for Mexico City tourism great Bond film opening scene
Mexico paid $20 million for eight minutes in this movie. Then those eight minutes forced them to invent an entire cultural tradition. Before Spectre, Mexico City had no Day of the Dead parade. The holiday was celebrated at home, at cemeteries, with family altars. Quiet, intimate, centuries old. Sam Mendes fabricated a massive street parade for the opening sequence, shot it with 1,500 extras in skeleton costumes across the Zócalo, and audiences worldwide assumed they were watching a real annual event. Mexico's government had negotiated hard for the placement. Leaked Sony hack emails showed officials offered up to $20 million in tax incentives for four minutes of positive portrayal. Sony was drowning in a $300 million budget. The deal included script changes: the Bond girl had to be a Mexican actress, the villain could not be Mexican, and the city's modern skyline had to appear on screen. Then the movie opened in 182 countries and tourists started booking flights to Mexico City for the parade. The parade that did not exist. Tourism authorities panicked. Visitors were arriving expecting the spectacle they saw in the film and finding nothing. So in October 2016, the government spent $500,000, hired 650 volunteers, built dozens of floats and giant skeleton marionettes, and staged the first real Día de los Muertos parade in Mexico City's history. 250,000 people showed up. They openly called it a "Spectre-style parade" in press materials. Ten years later, the parade draws millions. Anthropologists call it the "pizza effect," where a cultural element gets exported, transformed abroad, and reimported as authentic. Mexico's most famous public celebration of its most sacred holiday was invented by a British director shooting a $300 million spy movie. That tracking shot is doing more for Mexico City's economy every November than the $20 million they paid for it.
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👍👍 Very excited to share these #record Q1 results and increased 2026F guidance with our investors! Looking forward to sharing more info at our Investor Day tomorrow at 11am. $VOXR @vox
📣 @vox_royalty REPORTS RECORD Q1 2026 RESULTS, INCREASES 2026 GUIDANCE AND DECLARES QUARTERLY DIVIDEND $VOXR #mining #royalties #streaming 🔗 Full Q1 2026 news release: voxroyalty.com/news
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This is what patient, concentrated compounding looks like. Top 5 holdings make up ~70% of #Berkshire equity portfolio and core positions #CocaCola and #Amex held for 30 years. Thanks @Boyan_Girginov
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Exciting $VOXR results. As my Swiss grandmother used to say "Steady drops hollow the stone." (sounds better in German!)
Replying to @vox_royalty
@vox_royalty 📢 announces record Q4 2025 financial and operating results, highlighting the strength and scalability of its #royalty and #streaming model feeds.issuerdirect.com/news-… $VOXR #miningroyalty #preciousmetals #GDXJ
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Incredible. Breakthroughs like this make me an AI optimist
this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to drug targets > design a custom mRNA cancer vaccine from scratch > genomics professor is “gobsmacked” that some puppy lover did this on his own > need ethics approval to administer it > red tape takes longer than designing the vaccine > 3 months, finally approved > drive 10 hours to get rosie her first injection > tumor halves > coat gets glossy again > dog is alive and happy > professor: “if we can do this for a dog, why aren’t we rolling this out to humans?” one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline. we are going to cure so many diseases. I dont think people realize how good things are going to get
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Spencer Cole retweeted
📍Not All That Glitters @vox_royalty Letter to Shareholders🔗irp.cdn-website.com/f6695bc1… #PreciousMetals #royalty #MiningStocks $VOXR
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Couldnt agree more @respeculator. The iron ore "sky has been falling" with infinite supply 'imminently' coming online to mean-revert prices for almost a decade.
Steel production per year is circa 2btpa. Means demand for your "typical" ~60% iron ore is probably 3btpa . Maybe 1.2btpa comes out of the Pilbara between BHP, RIO, FMG, MIN & Hancock.. add in Vale maybe we are at 1.6btpa🤷‍♂️ BTW - none of those players set the price.. its the higher cost players in the cost curve. Price is set at the margin. 120mtpa on a 3btpa market is 4% (maybe 5% grade adjusted). Yeah it'll slot in cost wise toward the lower end. But what's the "marginal" tonne gona do? There's a lot of hate on iron ore pricing for various reasons.... calling out WA govt to drop red tape cos their royalties are about to plummet is a new one tho 😂😂
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👍 Very excited to share these record 2025 receipts, exceeding guidance and repaying all our debt. $VOXR
@vox_royalty Announces Record 2025 Receipts & Exceeds Guidance 🚩Record prelim. 2025 royalty & net precious metal receipts of $16.6M, exceeding guidance, 50% vs. 2024. 🏦 Debt Update: Fully repaid facility; $75M undrawn capacity feeds.issuerdirect.com/news-… $VOXR #miningroyalties
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👇 Excited to increase our exposure to Equinox's cornerstone Greenstone Gold Mine in Ontario. $VOXR
💡 @vox_royalty TRANSFERS BRAZIL-LINKED OFFTAKE TO GREENSTONE GOLD MINE ➡️ Vox has entered into a definitive agreement with Equinox Gold to restructure Vox's 35% gold offtake over the Santa Luz, Fazenda and RDM mines in Brazil Details HERE: voxroyalty.com/news $VOXR
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🥒 Impressed to see the food pyramid was just updated in the US for the first time since 1992. The website is pretty cool too: realfood.gov/
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👍 Excited to announce this Stockman #copper #royalty acquisition. Meaningful 2026 catalysts ahead for Stockman, incl a feasibility update and partner search outcomes. This deal caps a very productive 2025 for @vox_royalty - 4 deals, 13 new assets acquired. Bring on 2026! $VOXR
Replying to @vox_royalty
@Vox_Royalty ACQUIRES FEASIBILITY-STAGE STOCKMAN COPPER-GOLD ROYALTY IN AUSTRALIA ➡️ Vox has executed a binding agreement to acquire a royalty on the Stockman copper-gold-zinc-silver project in Victoria, Australia Full Press Release HERE: voxroyalty.com/news
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💰 Its disappointing to see the 'estate tax' being discussed in #Australia as a plug for a $70B budget gap after it was abolished in 1979. Not sure what has changed now - feels like history repeating itself?
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De@th duties removal was driven by political pressure, interstate tax competition, and a shift toward relying on capital gains tax (introduced federally in 1985) as a more economically efficient way to tax wealth transfers indirectly.
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Queensland was the original rogue state in the 1970's luring wealthy Aussie families to redomicile for state tax benefits. Not dissimilar to #Florida and #Texas with 0% state tax now.
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Death duties removal was driven by political pressure, interstate tax competition, and a shift toward relying on capital gains tax (introduced federally in 1985) as a more economically efficient way to tax wealth transfers indirectly.
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💰 Its disappointing to see the 'death tax' being discussed in #Australia as a plug for a $70B budget gap after it was abolished in 1979. Not sure what has changed now - feels like history repeating itself?
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🔎 Recall that the Commonwealth abolished its death duties in 1979 under Fraser, followed by the states - QLD first in 1977 to attract wealthy retirees, and the others soon followed to remain competitive. By the early 1980s, all Australian death and estate duties were gone.
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