Shares Saq

Civil Engineer/Project Manager. Part-time Investor/Trader, focused on commodities.

[Oliur @UltraLinx]

Wow this is terrible

[Shares Saq @Shares_Saq]

@JohnM_AIM Great work, mate.

[Shares Saq @Shares_Saq]

@incognitoakhi You should be able to do it in half that

[Shares Saq @Shares_Saq]

@Blowster85 “Twitter said its legit” 🤣😭

[Mayor Zohran Kwame Mamdani @NYCMayor]

Benjamin Netanyahu is a war criminal.

[Jack Prandelli @jackprandelli]

🚨Copper just hit $14,000/ton

Goldman, Citi and HSBC all published bullish notes today.

And Codelco, the world's largest copper producer, just fired its CEO over inflated production figures.

The supply crisis just got a leadership crisis on top. ⛏️

3 things happened simultaneously today that every copper investor needs to understand:

1️⃣The banks officially joined the trade:

→ Goldman Sachs: lifted end-2026 target +10% to $13,735 cut global mine supply estimates by 350,000 tons

→ Citi: $14,500 this month. $15,000 within a year.

→ HSBC: overlaid the Hormuz "super-squeeze" thesis on top of the structural deficit

Ex-US copper deficit projected to balloon 10x to 640,000 tons. 💰

2️⃣The supply problem is structural:

→ Grasberg (world's 2nd copper mine): still recovering from September 2025 underground flood. Force majeure still active. Full capacity: not before 2028.

→ Kamoa-Kakula: cut 2026 guidance by 22% after seismic disruption. Same timeline.

2 of the world's most important copper mines simultaneously impaired for multiple years.

On the demand side: nothing has softened.

Grid expansion, EVs, AI data centers, defence all absorbing copper faster than the market can supply⚡

3️⃣CODELCO – Corporación Nacional del Cobre de Chile the world's largest copper producer just changed CEO:

Jorge Gomez named to replace Rubén Alvarado who exits amid a scandal over inflated production figures.

This is Chile's state copper giant.

397,000 tonnes in Q4 2025.

Second only to BHP globally.

When the world's largest copper producer has a production credibility problem in the middle of a structural supply squeeze that is is signal. 🌍

I published and article"Copper Is Up 77% and 2 US Mid-Caps Own The AI Bottleneck" on May 15.

The structural setup behind that thesis hasn't changed.

and the 2 companies that I analysed had a massive rally.
Full analysis in the comments below. 👇

[Shares Saq @Shares_Saq]

@glr_1990 Then if you invest in the ASX as well the madness never stops.

[Shares Saq @Shares_Saq]

@PolitlcsUK @Telegraph @DonaldPond6 looks like this might have to be the route you go down to get to the bottom of your HMRC dispute.

[Shares Saq @Shares_Saq]

@DonaldPond6 Thanks, fingers crossed.

[Shares Saq @Shares_Saq]

@Mikenarm Thanks, that sounds reasonable. Hopefully IG will be similar.
What were the brokers costs like when you got it done?

[Shares Saq @Shares_Saq]

Does anyone have any experience of doing a Bed and ISA with IG before?

How does the selling and buying work with the spread, and does it mean I will end up owning less shares once transferred to the ISA?

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - Copper supply is tighter than expected. Guidance cuts from Anglo American (10%), Teck (~20%), Freeport (35% for 2026), and others. Tariff risks and strong demand from data centers, AI, and electrification.

[Shares Saq @Shares_Saq]

@rrouccc Ahh fairs

[Pedro Sánchez @sanchezcastejon]

Justo hoy, Netanyahu lanza su ataque más duro contra el Líbano desde que empezó la ofensiva.

Su desprecio por la vida y el derecho internacional es intolerable.

Toca hablar claro:

- Líbano debe formar parte del alto al fuego.

- La comunidad internacional debe condenar esta nueva violación del derecho internacional.

- La Unión Europea debe suspender su Acuerdo de Asociación con Israel.

- Y no debe haber impunidad ante estos actos criminales.

[Shares Saq @Shares_Saq]

Carnivore & keto diets are great, especially for inflammation, insulin resistance & weight loss, but can be difficult to maintain. I tried keto for a month & noticed a huge positive difference in energy levels & overall health. I’ve moved to a low carb diet with intermittent fasting, which is also working well.

[Shares Saq @Shares_Saq]

@DonaldPond6 @Temaetfs @SpaceX @Filtronic Decent sized holding in $RKLB too

[Shares Saq @Shares_Saq]

@sciencegirl Interesting designs, but most look overdesigned or overcomplicated. Would have been better to use triangles / trusses and keep the spans short.

[Shares Saq @Shares_Saq]

@DonaldPond6 Paul, any particular gold companies / funds you think are worth looking into?