Markus Suter

Auditor | Global small caps with sustainable cash flows 💰| Sharing investment ideas 💡 📈 | Views are my own.

[MINING.COM @mining]

Almonty Industries, Global Tungsten expand offtake agreement  https://t.co/ycEhkEMGn3

[Markus Suter @balue8000]

@mining „Pennsylvania – headquartered GTP is one of the largest Western producers of tungsten powders and a key supplier into U.S. defense and industrial supply chains. „

[Markus Suter @balue8000]

@marketplunger1 Very simple counter-question: how has the level of US indebtedness developed in the last couple of months? What effect does the war on Iran have on the US debt level?

[Markus Suter @balue8000]

@investmattallen https://t.co/rA93z8SmIy Hammond Power Solutions & Siemens Energy 🚀

[Markus Suter @balue8000]

Who’s the author? I find the thesis bizarre. Gold isn’t valuable because there are no better investment opportunities. Like everything else, it’s driven by supply and demand.

The bigger flaw is the G1 vs. G2 argument. In a G1 world, the dollar was the undisputed monetary anchor. In a fragmented G2 world, every bloc has an incentive to debase or manipulate its own currency. Gold is one of the few assets whose supply cannot be politically engineered. That’s exactly why it becomes more relevant as a neutral store of value, not less.

[Anthony Milewski @A_Milewski]

https://t.co/TsZiXJ14Y6

[Markus Suter @balue8000]

@aleabitoreddit That’s a lot of work for Tamea https://t.co/ux6U0AOSQC to come 🚀

[Markus Suter @balue8000]

@Milinkoeterno Yep. Already printing cash, low-cost producer, and Oko West could eventually be another flagship asset. I prefer getting paid while I wait for the growth story.

[Markus Suter @balue8000]

@Henrik115 Don Mario will definitely be an interesting catalyst. Curious where you put $GMIN in that list though. Different stage, but it’s hard to ignore a builder that’s already printing cash while still having visible production growth ahead.

[Markus Suter @balue8000]

@minenergybiz GMIN ist für mich der Sleeper auf der Liste. Viele Produzenten haben entweder hohe Margen oder starke Execution. G Mining scheint aktuell beides zu haben, plus Netto-Cash und noch erhebliches Produktionswachstum.

[Markus Suter @balue8000]

Started a position in $GMIN today.

My thesis is simple: a proven mine-building team, low-cost production, strong organic growth and (in my view) a valuation that still doesn’t reflect where this company could be in a few years. Even if gold pulls back materially, I believe the business remains highly profitable.

With the macro backdrop increasingly supportive for gold, I think $GMIN has the potential to rerate toward the valuation multiples of established mid-tier producers if management continues to execute.

Let’s see where we are in 3–5 years.

[Markus Suter @balue8000]

@zerohedge The cure for these red dots isn’t hope. It’s billions in substations, transformers and transmission upgrades. That’s exactly where $HPS.A plays. Selling picks and shovels in the AI/electrification rush.

[MINING.COM @mining]

Seeing the whole picture: Closing notes from Kazakhstan https://t.co/jAJj8Ezygb

[Markus Suter @balue8000]

@maxseddon Well done!

[Markus Suter @balue8000]

@RevoluCentre Why is it plus 10% today? I can’t see any news…

[FT Commodities @ftcommodities]

Can Kazakhstan’s oil boom survive Putin’s War? | FT Film https://t.co/LYV0O0QdPf

[Markus Suter @balue8000]

TASMEA TO ACQUIRE JPS GROUP - Tasmea Limited PTY Ltd 🚀 https://t.co/A2w22IRPY3

[Markus Suter @balue8000]

https://t.co/hCMFSxOQ6T received regulatory approval to acquire Rabobank A.Ş. in Türkiye, with closing expected in July.

After acquiring Hepsiburada, this gives Kaspi a banking licence and another key building block to replicate its Kazakhstan super-app model in a market of 85m+ people.

An important step in what could become Kaspi’s next major growth engine.

https://t.co/TBB9GQsKN3

[Markus Suter @balue8000]

Pedro Sánchez’s wife ordered to face corruption trial and surrender passport
https://t.co/g91d5f9Hen