Fournines

[Fournines @Kiwikek]

@PaulHarrisGold @RealRickRule @RonStoeferle @Mineros_sa @DominicFrisby I recall Keith Neumeyer was writing to the large Silver miners trying to get them to do the same with Silver at the time too. It fell of deaf ears back then, but hopefully the times are a changing.

[Fournines @Kiwikek]

@PaulHarrisGold @RealRickRule @RonStoeferle @Mineros_sa @DominicFrisby I remember asking Mark Bristow this exact question back when Grant Williams did his Gold Apex Predator speech in London at the 2018 Mines & Money conference. His answer was rather salty, so I sold my Randgold shares and never touched Barrick since because of it.

[Peter Lukacs Research @Peter_Lukacs_R]

#THUNGELA #TGA ⚫️🇿🇦
A pure-play thermal coal cash machine — hated, cheap, and disciplined.

⚡ Export-focused thermal coal, baseload demand intact
🧱 Zero debt, strong cash position, resilient balance sheet
💸 Double-digit dividends backed by real free cash flow
👔 Management highly aligned, conservative capital allocation

Bottom line: clearly undervalued with a wide margin of safety — priced for weak coal markets, while fundamentals support strong cash returns if prices merely stabilize.

🎥 Watch the full breakdown here:
https://t.co/Pr5Lvpookq

[Fournines @Kiwikek]

@Peter_Lukacs_R Thx so much Peter, not too many people publish content on Thungela. Do check out https://t.co/qstJ4er1O6 if you haven’t already. Great resource for all things coal related.

[Fournines @Kiwikek]

@RonStoeferle @goldseek The smiles of champions. Great to see two stalwarts enjoying the good times. Keep it up guys. 🤩

[Fournines @Kiwikek]

@TheNudeInvestor Cher Cher Sam, gotta agree with you here. Just hoping you aren’t the “nudelawnmower” as well though 🤣

[MiningStockEducation @MiningStockEdu]

Listen to pro mining insights from investor Dave Lotan:
0:42 Cycles
8:55 Govt policy
17:06 AI in Resource Investing
24:05 $MAI $HSTR $ITR
27:31 $TXG $PRYM
29:29 $PAAS $MAG
30:18 $EQX $CXB
32:31 $SAND $RGLD $HCU $ELE
35:51 Rumors
37:21 Jr mining flea market
41:07 $HG promo

[SolGold @SolGold_plc]

Cascabel shaping up strong vs. other copper projects. Barrick’s slide shows Cascabel with the lowest capital intensity (US$/t copper over LOM) amongst peers.

This week Ecuador’s ENAMI signed an MoU with Barrick to kickstart exploration on 10 concessions.
Image Source: Barrick
#Cascabel #Copper #Ecuador #Mining $SOLG

[Fournines @Kiwikek]

@KingKong9888 @GrantMBeasley “You can only choose one” for each side of the garage. 🤣

[Fournines @Kiwikek]

@ttmygh @SantiagoAuFund I’m dying. 🤣

[Fournines @Kiwikek]

@michaelbhorner Chinchilla gate or developer relate?

[Fournines @Kiwikek]

@inthemoneypod @Cole_Smead Does Cole still like Thungela?

[Fournines @Kiwikek]

@DonDurrett Valterra ?

[Fournines @Kiwikek]

@EdwardGofsky Q2?

[Fournines @Kiwikek]

@D3_Deflation @GoldSwitzerland 💯

[Fournines @Kiwikek]

@RonStoeferle @ttmygh 200% agree. Saw Grant present this at Mines & Money London. Top notch material. Keep up the great works guys.

[Fournines @Kiwikek]

@CruxInvestor @CamlMetals Why is Gavin‘s insider ownership so low?

[Fournines @Kiwikek]

@TheNudeInvestor whānau first 🤙

[Fournines @Kiwikek]

@UrTokenCorgi @RealRickRule Oh Arthur, what have you done! 🤣

[Fournines @Kiwikek]

@EconomicAlpha @real_MikeBarnes Focus on what’s important to you Luis. For me it’s family first but guys like you are a rare find. Keep the faith and see you soon. 👊