Gold Analyst

[Neil Ringdahl @NeilRingdahl]

While we all get off the floor looking at this truly world class drillhole intercept, please have a look how well and simply they present the CuEq and NiEq calc's.
BTW that's 46m at ~34g/t AuEq in case you wanted to know. 😃

[Junior Mining Network @JrMiningNetwork]

Talon Metals Reports Assays from Record 46.43-Meter Vault Zone Intercept at Tamarack $TLO.TO https://t.co/0Smyg3UZCg

[*Walter Bloomberg @DeItaone]

UBS SEES COMMODITY OPPORTUNITIES BEYOND OIL

UBS sees opportunities across copper, agriculture and gold, arguing commodities offer both returns and inflation protection.

Copper should benefit from AI infrastructure and electrification.

Wheat and corn are gaining as a potentially powerful El Niño threatens supply.

Gold remains supported by central-bank buying and reserve diversification.

UBS favors a diversified, actively managed commodity portfolio.

[Gold Analyst @GoldAnalyst1]

@NeilRingdahl Great write up, Neil. I believe this is overlooked with $WRN. Casino has a 0.43:1 LOM strip ratio… and 50% higher grade / 50% lower strip in the first few years.

[Gold Analyst @GoldAnalyst1]

@chipswarmedals_ @IncomeSharks I’m long $WRN

[Dustin Perry @DPGEO]

We knew there was something big lurking under Hank when we started working on this project back in 2023.

After several mapping campaigns, geophysical surveys, and a single 2025 drill hole, we have confirmation: 425 m of 0.4% CuEq.

We have yet to encounter the intrusive domains of this porphyry, and alteration indicates we have just scratched the edge of a very large porphyry Cu-Au system.

For reference, GT Gold’s discovery hole TTD062 returned 210 m of 0.32% CuEq. That was the first blind porphyry discovered in the golden triangle. This is number two.

We look forward to hunting for the potassic core and outlining the full extent of the system in 2026.

$kfr.v @Kingfisher_KFR

https://t.co/YD1rSP3bMQ

[Schneider & Pollock Wealth Management Inc. @SPWealthMgmt]

Congratulations to @westernCuandAu on hitting a CAD$1B market cap. Our clients have been along for the ride for since our firm's inception and this is a great milestone!

[Dustin Perry @DPGEO]

We compiled and digitized public data to demonstrate the scale of the incredible opportunities at our HWY 37 Project relative to two other very exciting Cu-Au projects in British Columbia. (see references in a reply). Amarc and Freeport have made a very special discovery at Aurora and Metal Energy has attracted a substantial valuation pre drilling.

I believe this image does a good job demonstrating the value of KFR at these prices. Also note that this is just one region of a 1133 km2 land holding within the Golden Triangle.

Details: at scale maps showing soil geochemistry (Gold)

HWY 37 ( $KFR.V )on the left.

Aurora discovery area in the middle ( $TDG.V $AHR.V $FYL.V )

Niv/East Niv ( $MERG.V $NWST.V ) area on the right.

Note cautionary statements within both images.

@Kingfisher_KFR

[Lukas Ekwueme @ekwufinance]

Copper’s supply problem isn’t just about new discoveries....It’s embedded in existing production.

- ~50% of producing copper mines are 20+ years old
- Average ore grades have fallen ~40% since 1991
- Half of global production will face additional grade decline over the next decade

That means:

- More rock moved
- Higher energy input
- Rising costs per ton

Future supply will be structurally more expensive.

The marginal ton now costs more.... permanently.

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.13 a pound, another all-time-high!! #Mining

[Gold Analyst @GoldAnalyst1]

@Sheep_Of_Trades I think it’s more like $66B in copper (10.7B lb x $6/lb) and $97B in gold. And don’t forget $WRN has 170Moz of silver and a lot of moly too!

[Pauls Miklasevics @BalticsNBeyond]

$WRN $WRN.TO copper and gold prices are about to outrun $WRN NAV price matrix. NAV now in excess of $10billion CAD or around $50CAD/shr. 🚀🚀🚀

[Otavio (Tavi) Costa @TaviCosta]

Copper is one of the most critical macro assets for 2026 as we are likely to enter a true price-discovery phase, in my view.

Despite prices sitting near all-time highs, production is not responding.

In fact, output in the world’s largest producing country is at one of its lowest levels in over a decade.

This setup points to the potential for a highly explosive move from here.

[Talon Metals @TalonMetals]

📰 Talon Metals is acquiring Lundin Mining's Eagle Mine and Humboldt Mill operations in Michigan's Upper Peninsula - transforming Talon into the only operating primary nickel-copper company in the United States.

Cash-flow + proven team + exploration upside = transformational growth

Full details: https://t.co/6mnLzejSqx

#TalonMetals #CriticalMinerals #Nickel #Copper $TLO $TLOFF
@LundinEagleMine

[Gold Analyst @GoldAnalyst1]

@CopperBullish Don’t see anyone building new copper mines for less than $5/lb

[Dan Tsubouchi @Energy_Tidbits]

Glencore's copper supply gap forecast today.

"Another graph on the left that most will have seen. This is the supply gap in copper to what is needed. Now, different estimates around. This estimate is a 27 million ton deficit by 2050. We've seen others that are much higher than this, others a little bit lower than that. But needless to say, when you look at this graph, and you've got the existing production that we have in the world today, the announced and probable, and possible projects that are coming on, the deficit continues to grow. And this is why we need the copper."

Thx @business transcripts.

#oott

[Gold Analyst @GoldAnalyst1]

@TraderPamplona 🎯

[Gold Analyst @GoldAnalyst1]

@GoingToADollar Hands down $WRN

[Western Copper and Gold @westernCuandAu]

$WRN | The Casino Project's high-grade Core Zone is a key value driver – delivering strong early cash flow and rapid payback.

In Years 1-4, higher milled grades (0.66% CuEq) and an ultra-low strip ratio (0.26:1) drive exceptional early economics.

With a 27-year mine life based on roughly one-third of its current resource endowment, Casino offers a best-in-class mine life-to-payback ratio – and significant long-term optionality.

#Yukon #Mining #Copper #Gold #CriticalMinerals

TSX: $WRN.TO | NYSE American $WRN

[Whalehunter Capital @WhalehunterCap]

Honored by the shoutout from @PauloMacro spotlighted the Talon Metals thesis — US nickel reshoring could be huge.

Full breakdown here.
https://t.co/TMcgZlyOzQ

#CriticalMinerals #TalonMetals