$MOG #copper#gold#silver
Three projects. One vision. Built for discovery. 🌎⚒️
Mogotes Metals is advancing a portfolio of copper, gold & silver porphyry projects with tier-one potential across three continents.
🇦🇷🇨🇱 Filo Sur — Vicuña District, Argentina & Chile
🇰🇿 Beskauga — Kazakhstan
🇺🇸 Copper Cliff — Montana, USA
Targeting the metals that drive the future — through exploration, discovery, and growth.
@PaulBla27121221@Rainmaker1973@YouTube Those errors were caused by radioactive particles, not just "dirty water". Recycled water works just fine, IF they can get the rights. For whatever reason, the company in the OP could not get recycled water, hence them suing for access to Colorado River water.
@SprottMoney Hi Eric, can you give us your thoughts on CDPR's latest metallurgical results and, also, do you have any insight into Guy's pivot to using Volcan's mill while CDPR's is being built? Is this FCF decision based on the metallurgy or pressure from shareholders like yourself?
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@Lowes Hi Eric, can you give us your thoughts on CDPR's latest metallurgical results and, also, do you have any insight into Guy's pivot to using Volcan's mill while CDPR's is being built? Is this FCF decision based on the metallurgy or pressure from shareholders like yourself?
Electric cars are sold as clean. Yes, EVs cut tailpipe pollution, but if the goal is CO2 reduction, the full chain tells a different story.
The production of an EV requires more mining, refining, battery production and power generation over a standard petrol or diesel car.
Battery minerals are dug up and processed. Across the full chain, EVs cut CO2 by only 20%. But on top of that, batteries degrade. Over an EV's life, one battery replacement will collapse any CO2 advantage.
EVs also add major electricity demand.
They do not erase the old energy system.
They load more pressure onto it.
If you want to charge your EV at night or when the wind isn't blowing, then it will be 100% fossil fuel powering that.
EVs are not green.
They are virtue signaling on wheels.
$MOG #copper#gold#silver
We continue to build momentum at the #FiloSur Project in the world-class Vicuña District.
🔹 Two discoveries announced during the maiden drill campaign
🔹 High-grade Albor intercept: 86m @ 0.7% Cu, 0.55 g/t Au, 2.7 g/t Ag starting at 108m depth
🔹 3,681m of assays still pending from multiple targets
🔹 Strong treasury to fund follow-up exploration
With results still to come, Filo Sur remains one of the more closely watched copper-gold exploration stories in the district
Real yields continue to go vertical.
Now at two-year highs.
This is exactly how you break an economy drowning in debt.
The next Fed Chair has a lot of work to do, and that doesn't start with hiking rates.
https://t.co/1MLKVPJBRg
🚨AST UNVEILS ACTIVE RADAR CAPABILITY IS ALREADY IN SPACE ! 🚨
— FM1 AND BLOCK 1 ASSETS TESTING PULSED RADIOLOCATION IN 902-928 MHZ FOR SDA / GOLDEN DOME PROGRAMS
🧶🐈⬛ CATSE “LET’S UNPACK THIS BEAST!”
MEGA-THREAD
MINING APPS: For fun & learning how to use Zite, I created a few online Mining apps to calculate rock value, interval smoothing, pit slopes, metal production scenarios, etc. Zite takes Excel files and builds web code to replicate the logic. Use them at https://t.co/RmuSKfYfTm
$ASTS - Folks forget AST management has said several times over the past few earnings calls they have OVERBOOKED launches over the next year in order to get to their 45 satellites by year end.
Nothing had changed. A few months delay won’t change what is coming in the next 1-2 years. We are also not only building 1 constellation. The grand plan is 4 over 2-3 years. Think bigger picture!
“The gap between being right and being rewarded is where most investors lose their nerve. Our portfolio is not built to outperform in any particular quarter. It’s built to compound over years as the transformations we‘ve identified play out on their own schedule—not the market’s, and certainly not ours.”
- Crossroads Capital
@AlmaCap114204 They already raised a $1B convertible note ON TOP OF the funding needed for 100+ satellites.
People always forget this.
AST ALREADY hedged.
$ASTS, New Glenn launch failure yesterday was unfortunately very bad news for ASTS, potentially setting back the launch schedule by 6+ months and significantly increasing the cost of launching if you go by Kevin's expected scheduling and assume they are able to source some replacement launches:
> New Glenn pad damaged or destroyed, could take 6-18 months to rebuild depending on level of damage, see SpaceX prior pad destroyed and rebuilt in ~15 months (Falcon 9 SLC-40, Sept 2016 → Dec 2017).
> Blue Origin has no alternative pads available. LC-11 is at paperwork stage, Vandenberg SLC-14 is a greenfield with no construction commenced as of April 2026. Solving the failure root cause could also take some time but the long lead item is almost certainly pad replacement.
> Forces $ASTS to rely on SpaceX Falcon 9, currently fully booked on rideshare through end of 2027 and on dedicated manifests through 2028. ASTS would have to displace existing customers or wait. Falcon 9 list price c.$74m per launch and carries 3 BlueBirds per Kevin's schedule, vs New Glenn at c.$68m per launch carrying 4 and then 6 (long term targeting 8). Substituting F9 for the seven planned NG launches (Jul 26 — Feb 27) would roughly double the launch bill for that portion of the constellation deployment.
> Alternative options exist in Vulcan, but they've only flown twice in the last 12 months (USSF-106, USSF-87), have an 80+ mission backlog (NSSL Phase 2 + Kuiper) and are effectively fully booked through 2027. ISRO can only carry 1 satellite and is very expensive.
> Neutron expected to come to market late 2026 (could be delayed) and Eclipse to market early 2027 (will probably be delayed). Neither is a near-term solution.
Could see some negative price action on $ASTS beyond the current 10% drop as a result. The bigger overhang is the timing risk to continuous coverage milestones and the MNO commercial ramp, every month of slip is a month of Starlink D2C running uncontested.
This is positive news for $RKLB and $FLY as Blue Origin is a major competitor in launch, and any forced re-manifesting onto Neutron/Eclipse later in the decade lands in their lap.
$ASTS closed at $113.41. Down 15% on Blue Origin news.
53 million shares traded - one of the highest volume days in history.
Here's what the capital flow shows.
Total inflow: $767M
Total outflow: $577M
Net: +$189M INTO the stock on a -15% day
Large orders: +$134M net buying
On the worst day of the week, large institutional-scale buyers - whether active fund managers or mechanical ETF rebalancing - absorbed $134 million while retail panic-sold.
This is the 4th consecutive day of massive MOC orders.
Monday through Wednesday they bought the rally. Friday they bought the panic.
The pattern hasn't broken.
ETF rebalancing doesn't care about Blue Origin. Active managers buying a dip are making a bet. Either way, sophisticated capital is accumulating while retail exits on emotion.
$ASTS 🛰️
Convoy complete.
BlueBird 9 has officially arrived at Cape Canaveral, ahead of the next Falcon 9 launch campaign. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile#Broadband #ConnectingtheUnconnected