The Wildcatter

Discovering a huge world, looking for generational wealth. I share my opinions, not investment advice.

[The Wildcatter @NonchalantDisc]

Large-caps are not exactly my niche, but $VALE feels so tier 1 and so cheap…

[GENMIN LIMITED @GenminASX]

Genmin has announced strong interest from international #investors, financiers and commodities groups seeking to participate in the development of the Baniaka #iron ore project in #Gabon.

For further details visit: https://t.co/pSFJlKmp5j

[The Wildcatter @NonchalantDisc]

Great acquisition. Specially with oil about to join the party as I believe. Adding leverage but it can get handsomely rewarded in a $90+ Brent environment. Plus Colombian elections soon. $GPRK https://t.co/ht2QHPMvMN

[The Wildcatter @NonchalantDisc]

It doesn’t work exactly like that but Zimplats $ZIM.AX just reported a banger operational quarter. Should have printed ~US$100m FCF this quarter alone and is already getting to the end of the heavy capex cycle. Happy sitting tight on this one.

[Geiger Capital @Geiger_Capital]

Druck occupied government. 🫡

[The Wildcatter @NonchalantDisc]

@TraderPamplona Great timing there

[The Wildcatter @NonchalantDisc]

@PredictFolio @PolymarketTrade Bucket shops are back in!!

[The Wildcatter @NonchalantDisc]

@CopperGoldTorr It’s gonna be hilarious if assays turn out to be dusters after this marketing campaign…

[The Wildcatter @NonchalantDisc]

@Nomad_Geologist The tape is saying dusters but we shall see…

[The Wildcatter @NonchalantDisc]

@OakInAlexandria The good old Filo days…

[The Wildcatter @NonchalantDisc]

@TraderPamplona I tried to own enough.

[The Wildcatter @NonchalantDisc]

@respeculator Think it’s Alpha, based on the volume during the first innings of the move (7 to 12p).

[The Wildcatter @NonchalantDisc]

Ready for the Grasberg update $FCX

[The Wildcatter @NonchalantDisc]

How much $IVN.TO is too much?

[🏴‍☠️ @calvinfroedge]

New York hedge fund managers who benefited from socialism and bailouts are now shocked that the unwashed masses also want socialism and bailouts

[The Wildcatter @NonchalantDisc]

Updating my $ZIM.AX model with PGM spot prices…

[The Wildcatter @NonchalantDisc]

@respeculator Think it’s Alpha, based on the volume during the first innings of the move (7 to 12p).

[The Wildcatter @NonchalantDisc]

Reading the M&A tea leaves… $SOLG.L https://t.co/i86TI73xOL

[The Wildcatter @NonchalantDisc]

@HayekAndKeynes Low interest rates

[The Wildcatter @NonchalantDisc]

@StonksAndChill It was already included in the last fleet status report.

[The Wildcatter @NonchalantDisc]

@KenorlandMin @floodgeo @KitcoMining Well deserved.