Commodities G

🇨🇦 Investor in copper, cobalt, lithium, zinc, gold, silver, scandium & uranium companies. Sustainable renewable energy E-mobility saving 🌎❤️☦️🍷⚽️✈️ 💰

[Commodities G @CommoditiesG]

@Marimaca_Copper #Copper Valuation Breakdown (Using Updated Float: 118.5M Shares)

📌 Based on #UBS copper price outlook for 2026, not long-term projections.

📍 #Copper at $5.90/lb (UBS forecast for end of next year)
•Estimated Project NPV: ~$1.8B USD
•Converted to CAD → ~$2.4B CAD
•Per-Share Value (2.4B ÷ 118.5M): ~C$20.25/share
•Current Price: C$10.64
•Upside: ~92% based solely on DFS no sulfide exploration factored in.

[Commodities G @CommoditiesG]

@IvaanBlanco26 How can you be mad at Kanté he is like the sweetest man and most hard working player! Aaah it’s queen Mboubou of course lol

[433 @433]

Norway's World Cup team photo goes 𝐇𝐀𝐑𝐃 🥶🇳🇴

[Crux Investor @CruxInvestor]

@Marimaca_Copper President & CEO Hayden Locke discusses expansion potential at Pampa Medina:

“Every mineralized drill hole has encountered both oxides and sulfides, and the oxide envelope continues to expand in all directions. What’s particularly exciting is that the dominant sulfide minerals are bornite and chalcocite, both of which are leachable, creating the potential for a significantly larger cathode production profile over time.”

📺 Watch here: https://t.co/GAuhdOn5iZ

📖 Read here: https://t.co/K7XcWjfsFV

[Commodities G @CommoditiesG]

@sudom1122 @FabrizioRomano Why the f would he join real ? He just won 2 times with Paris and he loves the coach the team and they have money. To join Mboubou the poison rat ?

[Commodities G @CommoditiesG]

@Adexay24 @AdvocateOfBarca @FabrizioRomano It’s 1 billion not 150 million dumbass

[Commodities G @CommoditiesG]

@Victor656541063 @FabrizioRomano 😂

[Commodities G @CommoditiesG]

@FabrizioRomano You are such a Real sellout ! Wow 🤯

[Commodities G @CommoditiesG]

@SonnyBeeVidz Enemy at the gates

[Basil the Great @BasilTheGreat]

Two tier policing is well documented now

[Ivanhoe Mines @IvanhoeMines_]

Ivanhoe Mines Reports Kipushi Mine Produced a Record 25,677 Tonnes of Zinc in May
Full release: https://t.co/6CaqQ7DkRh
$IVN

[Elon Musk @elonmusk]

Legacy medias lies both by promoting false stories and by ignoring true ones

[zerohedge @zerohedge]

Gold Dethrones The King: ECB Confirms Barbarous Relic Has Overtaken Treasuries As Top Global Reserve Asset https://t.co/yJ5hYVH6rz

[Gad Saad @GadSaad]

The depravity is unimaginable.

[Dr. Maalouf ‏ @realMaalouf]

German woman has had enough of Islamic preachers on the streets:

"Go away, you stupid fanatics! Go back to your own country and take your stupid Quran with you!”

[Libs of TikTok @libsoftiktok]

We aren’t angry enough.

[Jack Prandelli @jackprandelli]

🚨Copper just hit $14,000/ton

Goldman, Citi and HSBC all published bullish notes today.

And Codelco, the world's largest copper producer, just fired its CEO over inflated production figures.

The supply crisis just got a leadership crisis on top. ⛏️

3 things happened simultaneously today that every copper investor needs to understand:

1️⃣The banks officially joined the trade:

→ Goldman Sachs: lifted end-2026 target +10% to $13,735 cut global mine supply estimates by 350,000 tons

→ Citi: $14,500 this month. $15,000 within a year.

→ HSBC: overlaid the Hormuz "super-squeeze" thesis on top of the structural deficit

Ex-US copper deficit projected to balloon 10x to 640,000 tons. 💰

2️⃣The supply problem is structural:

→ Grasberg (world's 2nd copper mine): still recovering from September 2025 underground flood. Force majeure still active. Full capacity: not before 2028.

→ Kamoa-Kakula: cut 2026 guidance by 22% after seismic disruption. Same timeline.

2 of the world's most important copper mines simultaneously impaired for multiple years.

On the demand side: nothing has softened.

Grid expansion, EVs, AI data centers, defence all absorbing copper faster than the market can supply⚡

3️⃣CODELCO – Corporación Nacional del Cobre de Chile the world's largest copper producer just changed CEO:

Jorge Gomez named to replace Rubén Alvarado who exits amid a scandal over inflated production figures.

This is Chile's state copper giant.

397,000 tonnes in Q4 2025.

Second only to BHP globally.

When the world's largest copper producer has a production credibility problem in the middle of a structural supply squeeze that is is signal. 🌍

I published and article"Copper Is Up 77% and 2 US Mid-Caps Own The AI Bottleneck" on May 15.

The structural setup behind that thesis hasn't changed.

and the 2 companies that I analysed had a massive rally.
Full analysis in the comments below. 👇

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.64 in new all time high teritory

[Commodities G @CommoditiesG]

@Abio991 Romario, Rivaldo, Ronaldinho…

[Commodities G @CommoditiesG]

@BigPopz72 No respect for elders no respect for woman or children even animals behave better

[Commodities G @CommoditiesG]

@BigPopz72 Fucking sad man