Mr Mash

all about grains..🌻🌾🚜

[Mr Mash @horisani]

@S_Nomoyi Looks like it the revenue made by the agents is not increasing in line with spend so I feel a short is the only thing to do.

[Mr Mash @horisani]

@vonchy_19 Nice one. Took 20 min or so this morning.

[Mr Mash @horisani]

@SizweDhlomo @UncleCul @StaggaSays @Lemonka Wow. And I thought my scrabble game was on point until seeing this.

[Mr Mash @horisani]

Voting now to chill while waiting for results

[Mr Mash @horisani]

@KoosKanmar lol. Do you think the ai sell off in Asia this morning might break world markets?

[Mr Mash @horisani]

@S_Nomoyi Going to become a day trader bro lol.

[Mr Mash @horisani]

@kyle_harmse @Gadfly342043 @Bluehawktactic1 Really concerning

[Mr Mash @horisani]

15 critical minerals produced in sa.

[!Nspirenaire⚠️ @Inspirenaire]

😆😆😆😆Who added this music😆😆😆

[Mr Mash @horisani]

Goals

[MATOPIBA AGRO 🌾🇧🇷 @matopiba_agro]

A Círculo Verde, consultoria aqui da Bahia, através do seu sócio Celito Breda, está promovendo o plantio de amendoim para semente aqui no Oeste da Bahia.

Em um ciclo Algodão - Algodão - Amendoim - Soja em 4 anos.

Seria uma oportunidade para manejo de nematóides, similar a como é feito em alguns estados americanos.

[Vox Markets @VOXmarkets]

PGMs next? Two companies worth a look

#EUA @eurasiamining
#THS Tharisa

#Platinum #Mining

[Mr Mash @horisani]

@zanele_matome Hey welcome to the area. We have been here for 4 years or so. Would love to link up when time permits. We are in Golden Valley

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

RBC trader explains how market makers like Citadel work…

[Mr Mash @horisani]

More positives for gold price.

[Alexander Stahel 🌻 @BurggrabenH]

Freeport has declared force majeure at Grasberg — and with good reason.

This will shake both copper and gold balances. Let me explain why.

Grasberg is a giant. One of the largest mines on earth, producing ~1.7bn pounds of copper (≈2% of global supply) and ~1.6Moz of gold pa (≈1.5% of global supply).

Think of it as a vast underground city: 28,000 employees, 250 km of tunnels across dozens of levels. Each year, 35–40 km of new tunnels are added — roughly the length of Switzerland’s Gotthard Base Tunnel (57 km), the world’s longest rail tunnel.

At its heart lies the Grasberg Block Cave (GBC), which accounts for ~70% of reserves and output. Other sections include Big Gossan and Deep MLZ.

On Sept 8, disaster struck: ~800,000 tons of wet material suddenly rushed in, flooding multiple underground levels. The mud hit GBC directly — the very core of Grasberg’s production.

A catastrophic failure. How was this even possible?

Block caving itself may become central to the story. Out of more than 12,000 active mines worldwide, only ~20 have ever used block caving — a handful do so today - El Teniente in Chile; Oyu Tolgoi in the desert in Mongolia; Cadia East & Northparks, both Australia; Palabora, SA; who else? That’s <0.1% of all mines.

None do so or did in the past within a similar rainy climate as Grasberg does.

Block Caving is an extremely rarely applied mining method, reserved for very large, low-grade underground ore bodies which themselves are exceptionally rare. Most mining is open-pit, stoping, or cut-and-fill.

Block Caving has economic appeal — low cost per ton — but the geotechnical risks are likely immense. Once caving starts, the process is essentially an engineered collapse of the mountain. What could possibly go wrong?

That’s why this accident isn’t just a local disaster IMHO. It could become a case study for the entire mining method. Perhaps it wasn’t well understood how block caving behaves under Indonesia’s heavy rainfall and complex geology? I don’t know — but I wouldn’t be surprised if that proves decisive.

My view? By year-end, Freeport will be fortunate just to understand the mechanics of this accident. Until then, production forecasts are pure guesswork.

Such a failure should (a) have been impossible, and (b) means operations can only restart once it’s crystal clear why it happened and how it can be prevented from happening again.

Analysts say full recovery is likely by 2027. That’s total nonsense. Nobody really knows. A true “known unknown.”

What is known: any company with less strength and brainpower than Freeport McMoRan would likely go bankrupt from this. Think Victoria Gold — a minor heap leach pad slide sank it within weeks.

Mining companies get hit twice: revenues vanish while capital costs to fix the damage soar, and regulators delay re-issuing permits until safety is proven. And this accident involves death. It’s a total nightmare.

My view? This is no quick fix. With infrastructure damaged, safety paramount, at least two confirmed dead and five still missing, investigations ongoing, potential class actions looming, and permitting hurdles ahead, the road back for Grasberg will be long and uncertain.

The only good news: Grasberg adds too much to the GDP of Indonesia to not fix this nightmare.

[Sbusiso @sbuda_Jstar]

@Sakeliga You can read remainder of proceedings from link below

https://t.co/7oF7EFjQ3y

[Arnaud Bertrand @RnaudBertrand]

Absolutely extraordinary exchange between Israel and China 👇 I've never seen such a heated exchange come out of top-level forum in China (this is from the 12th Beijing Xiangshan Forum that started yesterday), this normally never happens.

The guy speaking is Yan Xuetong, the dean of the Institute of International Relations at Tsinghua University, the most prestigious university in China.

Speaking for Israel is a military officer apparently called Elad Shoshan.

Yan Xuetong truly doesn't hold back:
- When the Israeli officer tries to bullshit him around how Israel supposedly protects civilians in Gaza, he replies: "You killed more than 70,000 civilians!... The fact is not decided by you... It is not decided by your government. Your government has no legitimacy or the right to decide or defend what is fact"
- And when told that the war will end when Hamas release hostages he replies: "No, this kind of propaganda have too many. No one believe it! Too many! Too much! No one believe it, except a few Israelis"

[Mr Mash @horisani]

@kokiebaloyi26 Fun times with pests smh

[Gugulethu Mahlangu 👩🏽‍🌾 @Gugulethu_CM]

This story breaks my heart, I used to work and stay around here and now an entire community is left in poverty. Land reform can’t just be politics only we need serious accountability because this perpetuates a negative stereotype https://t.co/Y58fLzMOSs

[Mr Mash @horisani]

@Gugulethu_CM I just read the article. It’s not clear why it failed outside of the R87m they refer too that Government did not pay. But still after a 5. Year partnership between KNP and the seller Yoh would expect better. Yoh heart breaking.

[Mr Mash @horisani]

@tshonaphantsi I feel like we have struggled so far in this game. No cohesion