@HangartnerDanny@JodyDahrouge I think the thesis is still strong and $AMQ is doing a good job defining the asset. Recent assays were solid
- 4.0% CuEq over 22.7m, including 6.3% CuEq over 10.6 m beginning at 120 m depth;
- 4.1% CuEq over 34 m, including 11.4% CuEq over 10.6 m beginning at 135 m depth;
$ADUR
The math behind the trillion-dollar waste crisis is actually very simple.
Mechanical recycling and pyrolysis only solve about 10% of the problem. Traditional methods simply cannot scale to handle the rest.
This is exactly why I am so bullish on $ADUR (Long position).
Their patented Hydrochemolytic™ Technology (HCT) solves the bottleneck because it is modular. Instead of relying on massive, slow-to-build megaplants, imagine deploying these scalable units municipality by municipality.
And here is the kicker: that trillion-dollar plastic market doesn’t even account for their other two massive verticals, paraffinic/heavy oil upgrading and renewables.
They are building the pick-and-shovel technology for multiple global industries. True modularity means they can deploy and scale anywhere, fast.
The market is still sleeping on this
Glencore subsidiaries hold the right to purchase 100% of Mallay's zinc and lead concentrates through 2028 or 2029, with silver as a by-product. Every tonne $EXN.v has produced since first concentrate in August has gone to Glencore. https://t.co/G36Wm1RXq2 $EXNRF
Topic: Correlation Shows Up When You Least Want It
Names that felt diversified all fell together more than once. In stress, stories rhyme. I still spread risk, but I no longer pretend everything is independent just because the sectors have different labels.
On site at Tres Cerros, our gold-silver exploration project 6km west of the Mallay Silver Mine in Peru.
These photos are from a recent site visit. This year’s field program has defined 7 target areas across approx. 40% of the property, helping guide the next stage of exploration.
Initial drilling is targeted for H1 2027, subject to permitting.
Read our August 31 Tres Cerros update:
https://t.co/E2uI6SHoXK
$EXN $EXN.V $EXNRF
#Silver #Peru #Mining
The approved Informe Preventivo for the Espiritu target constitutes the environmental authorization required to conduct exploration drilling in accordance with applicable Mexican environmental regulations.
The authorization permits exploration activities for a period of approximately 60 months, including the construction of up to 172 drill platforms and related access roads, subject to the terms and conditions set forth by SEMARNAT.
Read more: https://t.co/NU7MfR2aDQ
$DEF.V $DEF $DNCVF #juniormining #mineralexploration #copper #copperstocks #gold #investing #drilling #geology #explorationupdate
Morning headlines.
1) Quebec provincial elections
2) Spain calls for snap elections
3) US ISM Non-Manufacturing PMI
4) Toronto home sales data
5) US2Y 4.80%-4.82% US5Y 5.04%-5.06% US10Y 5.27%-5.29%
6) WTI down Nat Gas up
7) Gold Silver Copper up
The space between missing a trade and chasing it matters.
The opportunity may be gone.
Accepting that costs you nothing.
Refusing to accept it can cost you plenty.
$RKLB - Rocket Lab continues to put in a nice base here with a potential for a strong rally into year end in anticipation of Neutron's first maiden launch. Holding above 50 day ma. Next level to watch is the 200 day at $81.
With the recent signing of their biggest launch contract ever last week, fundamentals have never been stronger, just need a better macro climate and we'd challenge all-time highs again. Launch will be the bottleneck for years to come and Rocket Lab has sealed thier position as the leader in the small dedicated category.
$SPCX also lifting the sector up recently. Sentiment might be turning more positive for space stocks after a 6-12 month bottoming process.
📣 @Scotia_Metals recent exploration news has been about building the evidence. Next steps include interpreting geophysics and detailed till sampling.
The ultimate objective: drill-ready targets and an initial scout drilling program.
#Lithium#Mining#Canada $SMET $SMET.c
Defiance Silver Corp. is pleased to announce that Mexico's Secretariat of Environment and Natural Resources ("SEMARNAT") has approved the Company's Informe Preventivo for the Espiritu target at its Green Earth Project in Sonora, Mexico.
Read more: https://t.co/NU7MfR1COi
$DEF.V $DEF $DNCVF #juniormining #mineralexploration #copper #copperstocks #gold #investing #drilling #geology #explorationupdate
IT’S OPEN.
We’re giving one publicly traded company our complete 12-month https://t.co/t39aLq39RY Capital Markets Program, valued at $100,000, at no cost.
Think your company has a story investors should know about?
Applications close October 15. 👇
https://t.co/FcksDGF38s
📣 We upsized the placement to C$2.94M (C$0.18/share with no warrants) - Looking forward to drilling results from our copper-rich VMS Marg Project in Yukon! #copper $AZR $AZR.V
👇🏻👇🏻👇🏻
https://t.co/MMAikEgwoy
Quite excited for this drill program to advance.
Andrew Ramcharan's first press release as $TT.V CEO below.
2022/23 highlights:
⛏️24.96 gpt gold over 14.9m incl. 43.22 g/t over 7.99m and 53.87 g/t over 3.15m
⛏️148.37 g/t gold over 1.3m incl 557 g/t over 0.3m