Finsight Alpha

6 days ago

When we looked at @PantherMetals & @FulcrumMetals, last September, the central idea was simple. Historic mine tailings, long treated as a legacy problem, were starting to look like a practical source of value. Strong gold prices, improved recovery technology and clearer regulatory pathways in Ontario had created the conditions for old waste piles to be reassessed as surface-level metal inventories. The original argument was not that tailings were suddenly easy, but that the economics and environmental logic had changed enough for investors to take the theme seriously. https://t.co/IMfhYMIvcX

45K

6 days ago

@XMartinsMusicX Defintely not Paul Weller as he was singing In the City in 1978.

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14 days ago

https://t.co/xiQfdzFHZQ

35K

15 days ago

@TheExtremeMusi1 Old man

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16 days ago

Market Summary > Mercantile Ports & Logistics Ltd LON #MPL 1.85 GBX+0.65 (54.17%)⤴️ 27 May, 15:17 BST • Disclaimer The shares are back above the previous target around 1.1p, and that improves the outlook. Above this level, the chart points to 2p plus as the next swing target. 3p as the best-case retest by the end of next month. The recovery is still in progress, but the technical picture is notably better. https://t.co/WjMey63k17 @ZaksTradersCafe

16 days ago

@Sabiha1278 Freddie or David. Finally, a poll that makes you think

16 days ago

@Liza137823 Paul Heaton

16 days ago

@paul1964Jam What she asked of me at the end of the day Caligula would have blushed

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16 days ago

Market Summary > @Uplandtweets LON #UPL 3.30 GBX+0.31 (10.18%)⤴️ 27 May, 10:07 BST • Disclaimer The most eye catching number in Upland’s recent news flow is the US$100 million funding commitment received from Wild Mustang Midstream, a subsidiary of Lost Soldier. For a company of Upland’s size, the figure immediately changes the scale of the conversation. It suggests that, should the company secure the right licences and commercial terms in Southeast Asia, it may have access to a partner prepared to help finance the expensive exploration, appraisal and development work needed to move those opportunities forward. 🔗 Read the full update here: https://t.co/yqsxHLMipZ

Share_Talk's tweet photo. Market Summary > @Uplandtweets
LON #UPL
3.30 GBX+0.31 (10.18%)⤴️
27 May, 10:07 BST • Disclaimer
The most eye catching number in Upland’s recent news flow is the US$100 million funding commitment received from Wild Mustang Midstream, a subsidiary of Lost Soldier.

For a company of Upland’s size, the figure immediately changes the scale of the conversation. It suggests that, should the company secure the right licences and commercial terms in Southeast Asia, it may have access to a partner prepared to help finance the expensive exploration, appraisal and development work needed to move those opportunities forward.
🔗 Read the full update here: https://t.co/yqsxHLMipZ

finsightalpha retweeted

16 days ago

https://t.co/1T2QW3q7TL

74K

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Jam4U @Jam4u_75

17 days ago

#UPL This is as good if not the best, honest and fair write-up of Upland resurces I have seen It's a good overview, digs in to the detail while questioning the risks. Overall, #UPL are waiting on delivery of a licence/PSC/Asset from multiple opportunties https://t.co/y9ccH7pjiu

finsightalpha retweeted

17 days ago

https://t.co/7vLXCBGY1J

80K

finsightalpha retweeted

18 days ago

@geoexpltd has moved from a small oil and gas optionality story into a broader exploration vehicle with Western Australian gold projects at the centre of its near term activity. The founding director of Greatland connection, is why Callum Baxter matters https://t.co/7HctEpa8i3

112K

finsightalpha retweeted

19 days ago

@Uplandtweets: From Sarawak Hopeful to Funded Southeast Asian Operator? The most eye catching number in #UPL’s recent news flow is the US$100 million funding commitment received from Wild Mustang Midstream, a subsidiary of Lost Soldier. For a company of Upland’s size, the figure immediately changes the scale of the conversation. It suggests that, should the company secure the right licences and commercial terms in Southeast Asia, it may have access to a partner prepared to help finance the expensive exploration, appraisal and development work needed to move those opportunities forward. https://t.co/yqsxHLMipZ

11K

finsightalpha retweeted

19 days ago

@FulcrumMetals is not trying to sell investors a broad exploration platform first, it is trying to prove that historic tailings can be turned into a repeatable waste to metal business. Teck Hughes sits at the centre of that strategy. Since the September article, #FMET has moved the project through further drilling, optimisation work, metallurgical testing and funding, which makes the investment case more concrete than it was when the story was mainly about potential. The most important point is that Teck Hughes is now being shaped around a defined process route. Fulcrum’s updates have included auger drilling, assay results, multi element analysis and recoveries from its cyanide free processing work with Extrakt. The company reported more than 70% gold and silver recoveries at Teck Hughes, which was a key step because recovery performance is where a tailings story either strengthens or starts to fall apart. Historic grades matter, but the commercial question is how much metal can actually be recovered, how quickly, and at what cost. The latest Fulcrum presentation frames Teck Hughes as a near term production opportunity, with an estimated 6.5 million tonnes grading 0.66g/t gold for around 138,000 ounces, although those figures remain historic and not 43 101 compliant. It also presents Sylvanite as a second project, with estimated historic inventory of 4.2 million tonnes at 0.47g/t gold for around 67,000 ounces. That gives Fulcrum an estimated 205,000 ounces of gold across the two initial Kirkland Lake tailings projects, before any additional value from silver, gallium, tellurium or other elements is properly tested and incorporated. https://t.co/VYBlH8ro7M @Share_Talk

Share_Talk's tweet photo. @FulcrumMetals is not trying to sell investors a broad exploration platform first, it is trying to prove that historic tailings can be turned into a repeatable waste to metal business. Teck Hughes sits at the centre of that strategy. Since the September article, #FMET has moved the project through further drilling, optimisation work, metallurgical testing and funding, which makes the investment case more concrete than it was when the story was mainly about potential.

The most important point is that Teck Hughes is now being shaped around a defined process route. Fulcrum’s updates have included auger drilling, assay results, multi element analysis and recoveries from its cyanide free processing work with Extrakt. The company reported more than 70% gold and silver recoveries at Teck Hughes, which was a key step because recovery performance is where a tailings story either strengthens or starts to fall apart. Historic grades matter, but the commercial question is how much metal can actually be recovered, how quickly, and at what cost.

The latest Fulcrum presentation frames Teck Hughes as a near term production opportunity, with an estimated 6.5 million tonnes grading 0.66g/t gold for around 138,000 ounces, although those figures remain historic and not 43 101 compliant. It also presents Sylvanite as a second project, with estimated historic inventory of 4.2 million tonnes at 0.47g/t gold for around 67,000 ounces. That gives Fulcrum an estimated 205,000 ounces of gold across the two initial Kirkland Lake tailings projects, before any additional value from silver, gallium, tellurium or other elements is properly tested and incorporated.

https://t.co/VYBlH8ro7M @Share_Talk

finsightalpha retweeted

20 days ago

Market Summary > @geoexpltd LON #GEO 0.080 GBX+0.0075 (10.34%)⤴️ 📉52-wk low 0.070 22 May, 16:30 BST • Disclaimer The Sleeping AIM Minnow With a Greatland Connection: The share price has been in steady decline, liquidity appears thin,and the market has given little obvious credit for the amount of corporate and operationalchange that has taken place over the past year. That is often how early stage explorers drift into the background. They sit in the forgotten corner of the market until a drill bit, a farmout, or a technical update suddenly changes how investors look at the story. That is why GEO is worth revisiting now: New blog coming soon!

Share_Talk's tweet photo. Market Summary > @geoexpltd
LON #GEO
0.080 GBX+0.0075 (10.34%)⤴️
📉52-wk low 0.070
22 May, 16:30 BST • Disclaimer
The Sleeping AIM Minnow With a Greatland Connection: The share price has been in steady decline, liquidity appears thin,and the market has given little obvious credit for the amount of corporate and operationalchange that has taken place over the past year. That is often how early stage explorers drift into the background. They sit in the forgotten corner of the market until a drill bit, a farmout, or a technical update suddenly changes how investors look at the story.

That is why GEO is worth revisiting now: New blog coming soon!

finsightalpha retweeted

21 days ago

When we looked at @PantherMetals & @FulcrumMetals, last September, the central idea was simple. Eight months later, the story has moved on. The question is no longer simply whether historic tailings can contain recoverable gold, silver or critical metals. https://t.co/0vmYPgdmK3

23K

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