Lunahuasi recently returned a new set of bonanza grade results highlighted by a 17.3m Mars Zone intersection grading 207.8 g/t gold, including 2.0m at 1,740.0 g/t, in hole DPDH070. These results continue to underline the world class nature of the gold mineralization at Lunahuasi.
Read the full release here: https://t.co/KX5HzLJ75l
NGEx Drills 34m at 7.25% CuEq plus 48m at 7.72% CuEq, 180m Apart in Mars; Discovers New Zone 300m East of Mars with 23m at 4.72% CuEq $NGEX.TO https://t.co/9CuRWMgh1e
🚨HOLY SHIT !!!!!
Israeli politician Yitzik Kroizer says killing Palestinian children is normal if it supports the IDF mission.
He adds there are no innocent children in the West Bank.
Repost this. Please I beg you
1/ Most investors who say they're "long copper" are not long copper. They're long a bundle of Indonesian political risk, management credibility discounts, global equity beta, and somewhere buried inside all of that, some copper. New research from Massif Capital: 🧵
Fairfax India $FIH.U $FIH-U.TO is an investment HoldCo focused on Indian public and private businesses (equities and debt). Parent co is Fairfax Financial $FFH, led by Prem Watsa. His son Ben Watsa is chairman of FIH.
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A reminder that last week NGEx released the second round of results from its ongoing Phase 4 drilling program, highlighted by drillhole DPDH054 intersecting 94m @ 8.99% CuEq, including 21.7m @ 31.92%. Regular updates from the program will be released over the coming months!
See last week’s release: https://t.co/XmBmFFD4hA
¿Es hora de mirar las acciones value norteamericanas?
Su rentabilidad está en mínimos de los últimos 35 años vs las acciones value del resto de países desarrollados.
Te comparto algunos fondos interesantes de este tipo que tengo en mi focus list:
- Dodge & Cox Worldwide US Stock
- Yacktman US Equity
- Natixis Harris Associate US Value
- Brandes US Value
Take the time to slowly and carefully read this beautifully written thesis, which explains in depth a message that I have been repeating for years…
The obsession by Western democracies with financial efficiency and NPV models has actually caused us self-harm. As a result, we have offshored strategic industries by prioritizing crypto over copper, spreadsheets over smelters, and banking over blast furnaces. Whoever owns the smelters and refineries actually owns the future.... and today, almost all of these 'dirty middle' industries are in China.
Craig has applied today’s situation to its impact on mining and metals, but this thesis also applies to many other industries.
The Lundin name carries weight for a reason. They build where others won’t, write the cheques others can't, and stay the course when others would run.
It’s a family philosophy ingrained in three generations now: big bets, long horizons, and absolute integrity.
We spoke with Adam Lundin (@AdamLundin5) and Jack Lundin (@JackOALundin) to chat:
• Building long-life mines that live many cycles
• Skin in the game
• Partnering with governments for the long term
• “No Guts, No Glory”
• Building teams, not just projects
YouTube → https://t.co/B8fNvJOXkE
Spotify → https://t.co/IoHtGtwO2S
Serious supply disruptions and lack of new mines coming online make a shortage of copper inevitable. Lundin Mining is committed to bringing Cu to the market through our existing stable operations & our huge growth pipeline! $LUN #LundinGroup#Vicuña
1/11 Lundin Mining $LUN has undergone a transformative five-year period, positioning itself for dramatic growth. The next 5–10 years will determine whether LUN becomes a copper major or stumbles during scale-up
Publicado el nuevo consultorio. Extenso, al detalle, con gráficos que ilustran cada respuesta dada por el profesional. No os lo perdáis, porque es para leer con papel y boli.
¡Espero vuestros comentarios!
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