Followmetrotter

Never gives financial advice and you should always do your own research.

[Bid Bird @BidBird10]

Largo $LGO says that they don’t expect to raise equity or other punitive terms for the current shareholders. States that is not been asked by the banks. Full details out around Mid-September.

Picture 2 & 3 are about the sale of the tungsten assets.

[Followmetrotter @Followmetrotter]

@RockBtmEntries $lgo for starters

[george @beatingthetide]

4x EV/EBITDA. 5x earnings. Industry-leading margins. That's not a value trap if you understand the business. That's a gift. But only if you've done the work. $DQ $SPY #DeepValue #Investing #StockMarket

https://t.co/h43ORB1mTN

[Peter Turek @rekurencja]

US government announced another batch of critical mineral investments today - covering both domestic and foreign based assets. All signs suggest this isn't the last batch either.

Meanwhile, US Department of War has one primary source of high purity vanadium*: $LGO Largo. Will it risk that source going out of business?

* high purity vanadium is essential for military aerospace (high strength titanium alloys) among other areas. No vanadium, no F-35s

[Followmetrotter @Followmetrotter]

Could be good for $lgo

[First Squawk @FirstSquawk]

US PRESIDENT TRUMP: ANNOUNCING A SERIES OF MINING PROJECTS WORTH $3 BLN

[Ryan Walker @RyanWalkerMarke]

$DQ (Daqo New Energy)

$DQ is no longer just a solar cycle recovery play. The market is starting to view it as a deep-value clean energy turnaround story, with upside tied to polysilicon price stabilization, industry consolidation, and potential margin recovery.

Outlook: Neutral to Bullish.

Key drivers:
• Global solar demand continues expanding
• Polysilicon industry moving toward supply discipline
• Strong balance sheet provides survival advantage
• Potential upside if pricing environment improves
• Valuation remains depressed compared with historical levels
Risks:
• Oversupply remains the biggest challenge
• Weak polysilicon pricing could pressure margins
• China policy and subsidy uncertainty
• Slow recovery timeline
Trading framework:
• Support: $11.50–$12.50
• Breakout trigger: ？
• Accumulation zone: ？
• Risk control: $10.50
Core view:
$DQ is a recovery bet, not a short-term momentum trade. The story depends on one thing: when the solar supply glut finally clears. If margins recover, this undervalued solar name could see a major rerating.
The market is watching whether DQ can transition from a beaten-down commodity player into a profitable clean energy survivor.
Follow for more market trends and stock insights. Like this post if you’re tracking the next big recovery names.

#DQ #SolarEnergy #CleanEnergy #RenewableEnergy #GrowthStocks #NASDAQ #WallStreet

[Followmetrotter @Followmetrotter]

@sunchartist So you think yield will break out upwards?

[Followmetrotter @Followmetrotter]

@Edark94 Well done, mate - let’s hope it gets back on the run up to the 10s+ over the next year or two

[Followmetrotter @Followmetrotter]

@Edark94 Possible drop into high 0.50s befoe recovery if no funding news soon?

[Followmetrotter @Followmetrotter]

Good news for $dq

[China Perspective @China_Fact]

China has released its 2026-2030 plan for a new energy system, targeting 5.4 TW of total power capacity by 2030.

Wind and solar are set to exceed 50% of installed capacity, with non-fossil energy at 25%, nuclear at around 110 GW, pumped storage at 160 GW and new energy storage at 300 GW.

[Followmetrotter @Followmetrotter]

@BULLReturns @The_Saver_ @pansareV Maybe $lgo will be another, for different reasons?

[Analytica Investor @Analytica_X]

I find the copper angle more interesting than the vanadium recovery.

Most investors still model Maracás Menchen as a vanadium asset.

A meaningful copper byproduct credit changes the cost structure. $LGO

[Followmetrotter @Followmetrotter]

@Czooba Come on - we all know that Arsenal are the worst winners ever, so let them enjoy it while they can. Rice did ok (in the same way as sadiki did)

[Followmetrotter @Followmetrotter]

@BULLReturns How are you exposed to bonds?

[Followmetrotter @Followmetrotter]

@Edark94 You have the chance to buy more now 😀

[Followmetrotter @Followmetrotter]

@RidyardMike Unless I misunderstand, a small loss? There are bigger mistakes to make!

[Orla Minihane @orlaminihane]

1 week ago, Abbie and I delivered a letter to @Keir_Starmer and @ShabanaMahmood A letter asking for a meeting with representatives of British Mothers @pinkladies_uk and victims of sexual assault at the hands of illegal migrant men. THIS GOVERNMENT has allowed over 70,000 undocumented migrant men into our country in under 2 years. We want to discuss what they are planning to do about the RAPE EPIDEMIC that’s sweeping the UK. So far.. nothing.. not even an acknowledgement. More proof that the safety of Women and Girls doesn’t matter in the slightest to this government @UKLabour DISGRACE !!

[Followmetrotter @Followmetrotter]

@entrustTMF TG61, TR73 and TR63 for me

[Followmetrotter @Followmetrotter]

😂

[Richard E. Ptardio @RichardPtardio]

Back when I was working in London during the early 2000s, Friday afternoons were a dangerous combination of trading and booze.