Incomet

Incomet is a specialized Mining Investment Firm

[Incomet @CapitalIncomet]

Recent Private Placements participated:
Evergold
Mackay Gold & Silver
Argentina Metals
Lunex Metals
Silverco Mining
Olympic Metals

[Incomet @CapitalIncomet]

@TraderPamplona How are you playing Tin?

[MES of CIM @EconomicsCim]

🚨 The Hidden Costs of Major Operational Failures 🚨
What failures really cost beyond repairs: value loss, delays, risk & reputation.
💻 Online | 💸 FREE
🔗 https://t.co/3RkHHYcIq5
#CIMMES #OperationalRisk #MiningOperations #ProjectRisk

[Money of Mine @moneyofminepod]

30 of the sharpest resource investors on the planet sat down with us to predict the big market movers of 2026.

Some of the calls are logical, some are leftfield, and a few might even move markets.

This is Part 1 of our annual Fund Manager Predictions series, where each investor answers the same four questions, rapid fire:

1. Highest conviction call for 2026
2. Most non-consensus prediction for 2026
3. Best performing commodity for 2026
4. Worst performing commodity for 2026

Part 1 featuring:
• Rick Squire | Acorn Capital
• Ben Richards | Seneca Financial
• Warren Gilman | Queens Road Capital
• Kingsley Jones | Jevons Global
• Henry Ruehl | Sierra Morena Capital
• Hedley Widdup | Lion Selection Group
• Russell Delroy | Nero Resource Fund
• John Forwood | Lowell Resources Fund
• Chris Berry | House Mountain
• Anthony Kavanagh | Chester Asset Management
• Sam Berridge | Perennial Natural Resources Trust
• Samuel Pelaez | Olive Resource Capital
• Christopher Schmidt | Incomet Capital

YouTube → https://t.co/RNjLNjlQsG
Spotify → https://t.co/vyYlZSNbu8

Stocks mentioned:
$NMG.AX, $WGX.AX, $BGL.AX, $GHM.AX, $RXL.AX, $WTM.AX, $XRF.AX, $ALV.AX, $NHC.AX, $SMR.AX, $VBX.AX, $LRV.AX, $QRC.TO, $NXE.TO, $GROY.A, $KGH.WA, $BHP.AX, $RIO.AX, $KRM.AX, $NICU.V, $AAR.AX, $HAV.AX, $DVP.AX, $SFR.AX, $AIS.AX, $PEX.AX, $HCH.AX, $STM.AX, $TTM.AX, $SOLG.L, $GMIN.V, $ELV.AX, $PLS.AX, $MIN.AX, $KAR.AX, $STO.AX, $BPT.AX, $COI.AX, $MGX.AX, $TAM.AX

[Incomet @CapitalIncomet]

@The_Godas @Pete__Panda Are you happy with the resource/deposit?

[Incomet @CapitalIncomet]

@usuallyYJLee Well said! Agree fully.

[ANS Exploration @AnsExploration]

BIG NEWS 🚨: ANS Exploration expands in #SaudiArabia, winning 8 new licenses (694 km²) & PQQ approval for 25 total! 🇸🇦
Read more: https://t.co/Q9uC5aH0bi

#Mining #Gold #Copper #Vision2030 $ANS

[Incomet @CapitalIncomet]

@Pete__Panda Yep, good value here.

[ANS Exploration @AnsExploration]

Major Board update: We are pleased to welcome Jim Rutherford, Ashwath Mehra, and Tim Keating as Independent Directors.
Their combined experience in capital markets, operations, and Middle East strategy is vital as we advance our Saudi portfolio. 🚀https://t.co/0I0K6DpHyi

[Incomet @CapitalIncomet]

@Pete__Panda That is the "Lassonde curve" for Junior Pump & Dump 😂 How should we name it? “Retail Liquidity Extraction Curve”?

[Incomet @CapitalIncomet]

@Comm_Invest Very surprising, would have expected drill results actually before such a webinar to reach larger audience. Thanks 🙏

[Incomet @CapitalIncomet]

Glamorgan has potential and needs to be drilled. We spoke first with Simon Henderson in April 2022 (when RUA was still private Reefton Gold and he was CEO) and he could not believe that he was able to pick up this land package. Now 3a later, hopefully he can poke some holes in there...

[Incomet @CapitalIncomet]

Long!

[Vincent Metcalfe @vincentmetcalfe]

Exciting times ahead for @PecoyCopper!
Stay tuned.

[Incomet @CapitalIncomet]

Big move from $ACG Metals @ACGMetals
One of the most undervalued single-asset Cu/Au producers just got stronger: Sulphide expansion underway, and now the Enriched Ore Treatment Project adds major low-capex upside.

📈 NPV8% ≈ US$212 m | IRR ~185% | Capex ~US$39 m

Clear path to become a low-cost copper producer by 2026.
We’re long $ACG - serious re-rate potential ahead.

[Oliver Groß @minenergybiz]

Prospector Metals has great news this morning. The mid-cap gold producer B2Gold has acquired a strategic stake in this promising gold/copper explorer at a premium with no warrants. This is a big vote of confidence for PPP and an excellent junior mining financing! 💸💰🪙
Prospector Announces $10 Million Equity Investment by B2Gold
https://t.co/yZ7I7a7J84
$BTG $PPP.v

[Incomet @CapitalIncomet]

-22% share price drop today on no news.... @TRAVmoneyofmine Any info? Nothing on HotCopper either. Might be a good top up opportunity.

[Incomet @CapitalIncomet]

Toubani Resources Secures A$395M Funding for Kobada Gold Project @toubani_gold !

[Incomet @CapitalIncomet]

Recent Private Placements participated:
Ongwe Minerals
Argentina Metals
Tribeca Resources
Kobrea Exploration
Tiger Gold
Eastport Ventures
#Mininginvestment

[Incomet @CapitalIncomet]

Feels like every gold junior suddenly “has” an antimony project. Funny how those low-level Sb values in old geochem datasets, the ones everyone ignored for years, have now become “strategic anomalies.” Reminder: 20–50 ppm Sb is a pathfinder, not a deposit. Let’s not rebrand geochemical smoke as critical mineral potential. For context: yes, Sb can be associated with Au, especially in late-stage orogenic veins (stibnite, etc.). But unless you’re seeing visible stibnite or >0.5% Sb across real widths, it’s not an Sb deposit, it’s marketing. 🔥