JHSinWLA

Active investor; fitness and nutrition enthuasiast

[JHSinWLA @JohnInWLA]

Dual listing.
Become eligible for numerous equity INDEX INCLUSION of which there are MANY (S&P, FTSE-Russell, Bloomberg, etc. sectors and sub-sectors)

D&O ins expense the only downside, offset by an expanded global investor base of exponential orders of magnitude.
Your IBs will have or produce a current cost/benefit analysis.
Tutes require liquidity.
Canada is the last place investors look for technology. Perhaps if the Co pivots to timber or O&G production🙄

Better to produce your own vids, and delist TSX, save $, for NASDAQ.

[JHSinWLA @JohnInWLA]

@JoshCrumb @tsx_tsxv Wen NYSE or Nasdaq uplist?
Increases Abaxx universe of eligible investors 20-40x.
Ask the IBs you just paid million$ to for an arb'd pre-shorted deal.

[JHSinWLA @JohnInWLA]

@DougAMacgregor @911NewsBreaks Happened to a friend of mine, in Florida.

[JHSinWLA @JohnInWLA]

Agreed.
And yes, it's now obvious the deal was widely shopped for a week (your "discussions") while QQQ rose for each of the previous 5 days🤯

To your 20% question? The 5- day VWAP -- BEFORE the short selling arbs took the sp down more than 10% to cover a riskless 25% trade as Nasdaq set a v record high today.

Damage is done.
Let's move on -- to UPLISTING?

And maybe pay more attention to building the company unless it receives a revenue fee for each of your many many posts?

[JHSinWLA @JohnInWLA]

@MoMoMacro @Fxhedgers $UURAF top US & Canada based refiner

[JHSinWLA @JohnInWLA]

@JoshCrumb Who is running the company with you posting nearly 10x/day?
If you need a good IR firm I can introduce the best boutique IR/PR firm about 20 yo.
List on NASDAQ so we funds gain liquidity and marginability.

[JHSinWLA @JohnInWLA]

@GarrettGoggin Nice call Garrett on PURR, up 40+% since you called it in a podcast early this month🫡

my average $6.2 currently $8.56, lot of long options and bullish spreads since $7 increased my conviction.

Short or long term PT? Or just hold like gold?

[JHSinWLA @JohnInWLA]

My supplemental insurance plan covers a full membership at 24 Hour Fitness, retail value $45/ month.
PREVENTATIVE health care is where major net savings will be achieved - long term. I support the bath mat initiative. I stayed at the most expensive hotel in boca, (Rule) the bath surface was so inherently slick i had to request 1, and they bought one & sent it up.
if only RFK can devise a mechanism that incents Americans to buy and cook healthy whole foods vs the gmo & chemical laden toxic "convenience" "Frankenfoods" that dominate shopping carts🤔 Start w SNAP!

[JHSinWLA @JohnInWLA]

@MBAeconomics1 @KingKong9888 No one trusts USG to honor a "commitment."
If it happens, if anyone buys 50-year paper based on a USG 'promise' to convert into metal it doesn't hold? 50 years from now history will record it as the World's Greatest Gold Heist.

[JHSinWLA @JohnInWLA]

@InTheAssembly Is 6 to 20 weeks ago a "brand new" position?

[JHSinWLA @JohnInWLA]

@SilverGold_News Kindly post your receipts for your post, unless you're just makin' sh*t up.
Who exactly is selling today, how much, as you proclaim?

[JHSinWLA @JohnInWLA]

@NoLimitGains That's false.
The section 13 SEC reports are as of March 31. He may have sold the position in the 6 weeks since-- a favorite gambit by widely followed funds.

[JHSinWLA @JohnInWLA]

@IdealGarcia @porterstansb What are the sharp ratios of each?

[JHSinWLA @JohnInWLA]

Legendary investor? 🤣
Idk, but he is the worst ceo of any pubco in the pm sector (see jerritt canyon and all of $AG performance PER SHARE across any time frame you choose. He's also a terrible manager, abusing his senior staff. How many VP-IR or IR Directors in the past 5 years? Those don't get press releases.
Can the worst ceo be a good investor? Highly unlikely as good CEOs must excel at capital allocation and M&A.

[JHSinWLA @JohnInWLA]

@SpeculatorPL1 Cde has much exposure to 🇲🇽 and Latam. HL is N America.
I weight them accordingly.

[JHSinWLA @JohnInWLA]

@IR_Media24 So the US attacked 🇮🇷 over its alleged "ambition?"

[JHSinWLA @JohnInWLA]

@Sorenthek @LukeGromen THIRD biggest export.
#1 Diabetes
#2 Corrupted over priced bonds & private credit assets.
There, fixed it🫡

[JHSinWLA @JohnInWLA]

According to grok. Here’s the latest on the **operational timelines** for the two neighboring facilities in Halifax County, Virginia, based on company announcements, project updates, and recent reporting (as of early 2026):

### Hitachi Energy Large Power Transformer Facility (South Boston expansion)

- **Current status**: This is a major greenfield-style expansion next to Hitachi’s existing ~60-year-old transformer plant. Site preparation and early construction activities began in late 2025, with major building phases ramping up through 2026–2027. Hiring for leadership roles is underway, and the county is supporting workforce housing to help fill the planned 825 new jobs.
- **Full operational target**: The new facility is expected to be **fully operational and the largest U.S. site for large power transformers by 2028**. First shipments of large power transformers from the expanded campus are targeted for **2028**.<grok:render card_id=“208c32” card_type=“citation_card” type=“render_inline_citation”><argument name="citation_id">2</argument></grok:render>
- **Key milestones**: Construction start (late 2025/early 2026), progressive ramp-up in 2027, commercial production/shipping in 2028. This aligns with surging U.S. demand for grid infrastructure tied to AI data centers, electrification, and high-voltage transmission.

No major reported delays as of recent coverage, though large industrial projects of this scale can face typical construction or supply-chain variables.

### IperionX Titanium Manufacturing Campus (recycled/processed titanium production)

- **Current status**: The campus is already partially operational. IperionX has achieved first titanium production runs (using its hydrogen-assisted metallothermic reduction process) and is actively scaling from recycled titanium scrap feedstock. It has secured significant U.S. Department of Defense (DoD) funding (full $47.1 million award completed) to support expansion. The site has ISO 9001 quality certification and is producing powder and components, with ongoing upfits for next-gen technologies.
- **Expansion and scaling**: Powder production capacity has already been lifted (to ~200 tpa levels in earlier phases), with a major expansion to **1,400 tpa** underway. Commissioning for this scaled commercial capacity is targeted for **mid-2027**, which would position it as one of America’s largest-volume, lowest-cost titanium producers.<grok:render card_id=“c88dfa” card_type=“citation_card” type=“render_inline_citation”><argument name="citation_id">16</argument></grok:render>
- **Full operational ramp**: Steady-state commercial production (scrap-to-powder-to-manufactured titanium components) is progressing through 2025–2026, with the larger-scale facility fully ramping toward mid-2027. Earlier demonstration phases were commissioned in 2024, with production runs continuing.

The campus emphasizes **100% recycled titanium scrap** as primary feedstock (not requiring new mining for the current operations), which reduces dependency on upstream raw materials.

In short:

- Hitachi’s new large transformer capacity → **2028**.
- IperionX’s expanded titanium production (1,400 tpa scale) → **mid-2027 commissioning**, building on existing operations.

These timelines support U.S. goals for re-shoring critical supply chains in energy infrastructure and advanced materials. Projects like these can shift with funding, permitting, or market conditions—check Hitachi Energy and IperionX investor updates for the most current details. If you have more specifics on REE concerns or other aspects, I can dig further!

[JHSinWLA @JohnInWLA]

It's regrettable -- but likely telling -- Marquitz blocks comments on his substack.
FWIW my abridged constructive comments on his article:
When reporting financial highlights, ALWAYS do so as /share, (revenue, FCF, EBITDA, net income/share) the ONLY honest metric that reveals the industry's #1 failing or not. But what does AEM know?
What makes Eskay deal notable, as he includes, is LOM, no cap, no step down🙂 which help offset the dilutive deal structure to summit shareholders. See too few of those.
Jurisdiction risk?

The problem w junior R&S cos is lack of scale. G&A are too high per revenue, as is cost of capital.

Re r&s sector generally: my training as a portfolio manager was never invest in a company for its potential to be acquired (unless in play but that's arb). However in an industry w constant depletion, and the potential scale of mergers, I believe it's moot.
I'm curious how summit snagged eskay. How it competes? I'll continue my DD.