CopperCaesar

Private investor/trader with a diverse portfolio of equities.

Focus on #Copper #Metals #RareEarths #Silver💍 #Gold🪙💰 #Uranium #Nuclear☢️ #Shipping🚢 #Oil🛢

[CopperCaesar @AveCaesar511]

Portfolio update April

Up 1,63 % for the month.

Up 29,4% ytd, 195% in a year🔥

Another difficult month and times to trade due to Trump and Iran war. I think the bottom is in for the metals and also #shipping🚢 looks good. #Oil #Silver💍 #Gold🪙💰 #Uranium #Copper #RareEarths

[CopperCaesar @AveCaesar511]

Portfolio update April

Up 3,3 % for the month.

Up 26,8% ytd, 249% in a year🔥

Difficult month and times to trade due to the swings in the Iran war. I am still fully invested in #Oil #Silver💍 #Gold🪙💰 #Uranium #Nuclear☢️ #Copper #RareEarths

[Newcore Gold @NewcoreGold]

*NEWS RELEASE📢* Newcore Gold Announces Robust Pre-Feasibility Study for the Enchi Gold Project, Ghana

Read the News Release 👇:
https://t.co/Pyt0RIkbpb

$NCAU.V $NCAUF #drilling #development #exploration #gold #Ghana

[OPEC @OPECSecretariat]

Oil investment of $17.7 trillion required to meet demand in the long term.

Total cumulative oil investments to meet demand requirements add up to $17.7 trillion
(US$2026) for the period 2026–2050. For the upstream, investment requirements are assessed at $14.5 trillion. Downstream needs are projected at $1.9 trillion, and midstream at $1.3 trillion. This means that average total p.a. investment requirements are now seen at over $700 billion.

Download a copy ➡️ https://t.co/df6paUFZW0

[GOLDINVEST Global @GOLDINVEST_en]

@SitkaGoldCorp’s 60,000m drill program targets major growth at RC Gold—could the Yukon host another large gold district? 📽️ https://t.co/72uCyNvgSp

$SIG #Gold

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Oil Tanker Booked in Gulf at 897% of Benchmark Freight Rate

A supertanker has been provisionally booked to transport oil from the Persian Gulf to India at a rate equivalent to almost nine times benchmark freight costs, an eye-watering price that reflects the shortage of available, empty vessels in the area.

The very-large crude carrier, capable of handling about two million barrels of oil, will be supplied by South Korea shipowner Sinokor at 897 Worldscale points, or 897% of the benchmark, according to shipbrokers. That fee ranks as the highest so far this year.

A message from the company received by shipbrokers on Wednesday and seen by Bloomberg News offered VLCCs for the loading of oil from Iraq’s Basrah terminal by June 24. It indicated it would pass through the Strait of Hormuz with the cargo. (Bloomberg)

[Joeri @joeriwestland]

Even more consolidation in the Jackup offshore drilling space. Both $ADES and $BORR have been on a buying spree last years. $ADNOC next to buy Jackups strategically (UAE)?

Jackup goldilocks ahead after the Middle East calms down imo. $BORR $ENH.OL

[Barchart @Barchart]

JUST IN 🚨: Gold falls below its 200-day moving average by the largest margin since 2022 📉📉

[Otavio (Tavi) Costa @TaviCosta]

Gold miners are trading at one of the deepest discounts to the S&P 500 on record.

Fundamentals remain strong.
Prices keep falling.

This is what an accumulation phase looks like to smart money.

https://t.co/2cbnnBkfEd

[Westinghouse Nuclear @WECNuclear]

A big step toward deploying a fleet of 10 AP1000® reactors in the United States happened today thanks to U.S. Energy @SecretaryWright, who announced up to $17.5 billion in federal loans for the purchase of the most complex components of new nuclear power plants.

Advanced procurement of these long-lead time items (LLIs) can accelerate construction and commercial operation by upwards of three years.

We’re proud to be working with the U.S. Department of @ENERGY's @DOE_EDF to strengthen nuclear supply chains, reduce costs and accelerate deployment of AP1000 reactors, the only fully designed and licensed advanced reactors operating in the United States today.

[Resource World @ResourceWorld]

Sitka Continues to Expand High-Grade Gold Mineralization at the Blackjack Deposit, Drilling 94.5 Metres of 1.62 g/t Gold, Including 2.0 ... - https://t.co/hOAXZqS0DE #ResourceWorld #resourceinvesting #miningnews #mining @SitkaGoldCorp #SitkaGold $SIG.v #gold #goldmining #Yukon

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Physical gold-backed ETFs attracted +5.1 tonnes in inflows last week, the largest weekly inflow since mid-April.

In Dollar terms, investors bought +$1.1 billion, also the highest since mid-April.

This follows 4 consecutive weekly outflows, totaling -58.2 tonnes, or -$7.6 billion.

This brings the total gold ETF holdings up to 4,086.3 tonnes, in-line with mid-January levels.

By comparison, the all-time high was set in the last week of February, at 4,176.1 tonnes.

At last week's gold prices, this stands at $549.1 billion, 22% below the record $701.7 billion.

Gold ETF holdings are showing the first signs of a recovery.

[Robert Friedland @robert_ivanhoe]

@BankofAmerica make the point that China’s primary copper production fell year on year in May, which is very unusual… especially when global demand is strong.

China’s primary copper production fell, because they cannot find enough copper concentrates, scrap and blister feed.

All the copper raw materials supplies are in deficit.

The latest spot copper concentrate treatment and refining charges (TC/RCs) are a record NEGATIVE 220/22. In other words, Chinese copper smelters are paying (not charging) their customers $220 per dry metric tonne of copper concentrate and 22 cents per pound of payable copper contained in the concentrate.

[ATEX Resources (TSX: ATX | OTCQX: ATXRF) @ATEX_Resources]

ATEX Reduces NSR Royalty on the Valeriano Project

🔗 Read the full press release at https://t.co/CY2tj13BcE

$ATX $ATXRF | #ATEXresources #ChileMining #Mining #MiningNews #TSX #OTCQX #ATXRF

[Julie Kozeracki @juliekozeracki]

Friends, this is the big one.

EDF has issued a $17.5B conditional commitment to finance the long lead items for 10 AP1000s!

This catalytic approach will accelerate commercial operation dates by 3 years

[Borealis Mining ($BOGO.V | $BORMF | $L4B0) @BorealisMining]

Borealis Reports Record Quarterly Revenue of US$6.1 Million and Continued Operational Growth at the Borealis Mine

➡️ Read the full press release at https://t.co/MHPXuqcNPa

$BOGO.V $BORMF #BorealisMining #NevadaMining #BOGO

[Cameco Corporation @cameconews]

Cameco Corporation (TSX: CCO; NYSE: CCJ) welcomes today’s announcement by the US Department of Energy’s (DOE) Office of Energy Dominance Financing (EDF) regarding its conditional commitment for the American Nuclear Supply Chain Loans to reenergize the large-scale nuclear reactor supply chain, drive down costs and accelerate the deployment of AP1000 reactors in the US and globally. Read the full news release here: https://t.co/mlQR1cbWrj $CCO.TO $CCJ

[Goliath Resources Ltd. @GoliathResource]

An interesting new visual by @MiningVisuals illustrating the relationship between porphyry and epithermal deposits—the #geology behind many of the world's most productive gold, silver, and copper systems.

👉 https://t.co/vNdiM2XAj3

🔍 What's particularly interesting is how some explorers are investigating whether high-grade near-surface mineralization may be connected to deeper magmatic sources.

💡 At our Surebet discovery, company news releases and Colorado School of Mines research have suggested the gold-bearing fluids may have originated from a deeper porphyry-style intrusive source. More recent drilling has also identified intrusive feeder dykes and porphyry-related indicators. However, a large economic porphyry deposit has not yet been defined, and ongoing drilling continues to test the geological model.

A fascinating example of how geology evolves from discovery to interpretation—and eventually, if successful, to proof.

#GeologyRocks #Mining

[Adelaide Capital @adelaide_cap]

▶️ Webinar Replay: @SitkaGoldCorp Investor Update!

$SIG.V VP of Corporate Development, Mike Burke provides an update on the Company's growing RC Gold Project, discusses the objectives of the ongoing 60,000-metre drill program, and outlined how the Company is focused on expanding resources, advancing new discoveries, and continuing to unlock value in one of Canada's most exciting gold exploration stories.

📺 Watch the full webinar here: https://t.co/iEh7R9juoI

#AdelaideCapital #Webinar #InvestorUpdate #SitkaGold #Gold #MiningStocks #InvestYukon #Tungsten $SITKF

[Highland Copper | TSX.V: HI | OTCQB: HDRSF @highland_copper]

🇺🇸 Know who owns $HI?

- 28% Orion Mine Finance.
- 19.9% Condire.
- 12% institutional holders.
- 6% Osisko Gold Royalties.

~$24M cash. All debt eliminated January 2026.

Backed by mining's best. Building U.S. copper supply.

#Copper #CriticalMinerals

[The Resource Update ⛏️ @CdnResourceInv]

Had a great discussion with Christian Bluemoon Metals and Surge Copper @AdventusCEO recently. We spoke to progress at Nussir, growing exploration excitement at Springer and the fact they will be upto 6 drills at Springer later this year. Christian also shares his thoughts on the new Berg PFS, including his thoughts on who builds it, financing mechanisms and the Capex. Enjoy!

Timestamps in replies.

Not investment advice. Always do your own due diligence.

https://t.co/SruP1TVIUE

@AllStreetsWolf @TheMiningBull @simonkuipers @SultanAmeerali @YellowLabLife @MagonPeter @jmillette77 @MagonPeter

$MOON $SURG $MOON.V $SURG.V $BMM #copper #molybdenum #silver #criticalminterals #index #mining #mintwit #development

[Fox Tungsten Ltd. @FoxTungsten]

Tungsten prices have increased significantly over the past year, with market quotations rising from approximately US$300/MTU in March 2025 to approximately US$3,000/MTU more recently.

$FOXT.V