SPACEX UPDATE: $SPCX debuted on June 12th, 2026 with the largest IPO in history.
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#HomelandNickel $SHL.V $SRCGF is in a Perfect Position to do well with the Pentagon’s Request by March 20 to seek supplies of Critical Minerals, based on last year’s Performance. 👇👇Especially with Patriot and London’s Brazilian Nickel Onside! @r_hirschberg#SethuRaman 👇
Financial Gambits just released a report on Antimony - Free downloadable copy here: https://t.co/ko0XwcvOGn This report is designed to give investors a 10 year outlook on the Antimony market #antimony
✨ Silver mining stocks are outshining the underlying metal. This rally is just beginning. Nevertheless, the junior miners haven't got the memo yet! #SIL#SILJ
⬆️ Rising net long positions indicate bullish expectations from hedge funds and managed money, suggesting strong conviction in further upside for gold.
However, their positioning has been increasingly less bullish. Is gold overbought? 🔝 #CFTC#Speculative#Trading
Summary of the last 5 days in gold:
US paper traders shorted gold while China was on holiday.
Chinese traders bought physical gold upon returning from holiday.
Lost amidst the noise: China increasingly controls global gold prices, which has major implications for FX over time.
Chart via @AxelMerk
Friendly trade war reminder:
Valuing gold at $22,000/oz. would result in China's 2024 gold imports balancing its 2024 trade surplus.
Gold has a 5,000-year history of balancing trade imbalances, but maybe "it's different this time."
Let's watch.
To tie this into AXCP, I joined as I love the idea of a vehicle that can allow our team to drill out aggressively and allow our geo's to have an imagination. I see a lot of runway at our 3 assets...each was selected because they are constrained by drilling not geology
Had a few q's on why I got involved with $AXCP. It really comes down to my career defining experience at Detour Gold, which I joined in the early days....a quick thread on a broken junior gold sector that has to change.