The Masked Stock Trader

Professional trader of UK and US equity markets (posts are not investment advice). Now into the thirteenth year of full-time investing/trading.

[The Masked Stock Trader @ProAIMTrader]

@IvanhoeMines_ I think that with the huge time it seems to take to get permits for projects (18 years on average from discovery to production for copper mines), the market for tailings projects will increase significantly.

I've picked #HaloMinerals #HALO as my main play, but there are many.

[The Masked Stock Trader @ProAIMTrader]

#MYX #Mycelx One of those irritating stocks were you fully research it and then don't buy. More than doubled up from when I was initially looking at it.

Congratulations all holders, though.

[The Masked Stock Trader @ProAIMTrader]

@patviera Nice one! I've never felt like I've 'got' how #SPSY moves, but I'm delighted to see it rising for you!

[The Masked Stock Trader @ProAIMTrader]

#FORG #Forgent Not one I own, but this seems strangely cheap if I have my facts right.

-~£3.5m market cap
-~£1.8m cash
- Gold+copper project in Australia
- Drilling campaign soon.
- $200k/drill
- Doubling up into drilling seems about right, then much more on success.

Eyes on.

[The Masked Stock Trader @ProAIMTrader]

#HALO #HaloMinerals Depending on what they pay, it could be a good opportunity to expand the resouce base further.

[The Masked Stock Trader @ProAIMTrader]

#HALO #HaloMinerals Results out today. I've noticed that in recent interviews there's been hints of acquisitions and here too:

"Utilise the Company's expertise to build a portfolio of similar surface, metal-rich legacy mine waste assets to diversify from single-asset status"

[The Masked Stock Trader @ProAIMTrader]

@flaberghastedUK It's a funny one really. There's just hardly any buyers. It's hard to pin point what the cause of this is, but for a project this advanced, it feels very odd.

At these prices, not even the Pre-IPO money is in profit, so it's a great spot for any buyers.

#HALO #HaloMinerals

[The Masked Stock Trader @ProAIMTrader]

#HALO #HaloMinerals Gap building between this+#PALM #PantherMetals

PALM are trending up with metal prices, (HALO hasn't yet) and now sits at ~£14m market cap against #HALO at ~£9.5m

HALO have fewer different metals in their project but higher grades

Both are cheap I suspect

[The Masked Stock Trader @ProAIMTrader]

@1ChartMaster I'm not particularly a technical trader, but I want to just quickly say thank you for the immense generosity of the content you produce. It's very interesting to read even as someone who's more fundamentally focussed. Thank you!

[Halo Minerals @HaloMinerals]

#Copper trading at ~US$13,800/, well above US$11,685/t equivalent used in #HALO's CPR. Major banks are raising their outlooks.

Focus not just on demand growth but where new copper supply will come from.

[Helix Exploration @HelixExp]

From semiconductors to MRI scanners, helium shortages are spreading across the economy.

Quoted in @Telegraph, #HEX CEO Bo highlights that even after a reopening of Hormuz, meaningful #Helium supply could take months to return.

Supply remains constrained.

https://t.co/iCWJMkVm3D

[Halo Minerals @HaloMinerals]

#HALO BFS progressing (Q3). Multiple funding options advancing such as offtake prepay, royalty, streaming & project debt solutions.

The project is designed to reach production nameplate capacity within months of construction.

[The Masked Stock Trader @ProAIMTrader]

@hutch300466 I think the key is that is just adds so much optionality to the project overall. At each step of the way they're able to find more and more avenues for monetisation.

[The Masked Stock Trader @ProAIMTrader]

#HEX #HelixExploration
Super RNS!

Re. very expensive He3 isotope: "one of the highest values documented for any producing helium field"

AND they might have the mega rare Argon isotope, which if confirmed would make them the 2nd producer in the US and even bigger than the 1st!

[Halo Minerals @HaloMinerals]

#HALO 53Mt onshore. Up to 100Mt potentially offshore 🇨🇱

That’s why Halo has already filed maritime concession application at Playa Verde

Management believes offshore opportunity could represent almost 2x the current resource base within existing licence area

🎥@ZaksTradersCafe

[The Masked Stock Trader @ProAIMTrader]

#HALO #HaloMinerals IMO, the next puzzle piece is off-take

For an investment decision you need that+financing. In that order

#ALK #AlkemyCapital:
29/01/26: off-take agreed, market cap £35m -> £47m that day, +34%

HALO start from~£10m, not £35m so the move should be much bigger

[The Masked Stock Trader @ProAIMTrader]

#HALO #HaloMinerals Good interview.

Key points for me in the image below, but most importantly they're fully funded to Q427.

Plus we know they're due to have secured project financing this year, because that's required pre-taking a final investment decision.

[Zaks Traders Cafe @ZaksTradersCafe]

Halo Minerals (HALO): Decent reaction to latest interview, looking for an initial 11p price channel top target - coming days. Low may be in. #HALO
https://t.co/gIHSl3p5Jw @HaloMinerals

[Helix Exploration @HelixExp]

#HEX Operations underway at Inez #1 🇺🇸

The rig is turning as @HelixExp works to bring another well into the Rudyard production network.

With 100% of deliverable volumes now covered by offtake, the focus is on adding production capacity and building scale.

[The Masked Stock Trader @ProAIMTrader]

#HALO #HaloMinerals Don't know when this turns - probably on project funding/off-take news

I'm getting more and more messages from people very gently dipping their toes in, while they wait for news.

The same liquidity that took us down will take us back up very quickly, IMO.

[Halo Minerals @HaloMinerals]

#HALO David Minchin: Playa Verde has already ticked 3 of the 4 major mine development risks 🇨🇱

Defined resource, an established processing route + key permitting in place

Ongoing optimisation work could improve project economics further as Halo advances toward financing & FID

[The Masked Stock Trader @ProAIMTrader]

#HEX #HelixExploration RNS

This is the key (V. Low risk):

"If the Retrieval is unsuccessful, equipment will be left in place and the Company will proceed directly to re-perforation of the Souris River interval and production - a straightforward path to first gas from Inez #1."