Nugt

Rocks and stocks. Also fishing/fatherhood/books/travel

[Nugt @nugget_effect]

https://t.co/98scep1aPg
This was a lot of fun, privilege's to be on Bill's curated forum. Pleased to have found his site and devouring his other material. @MiningStockEdu

[Melissa Chen @MsMelChen]

These are the exact same people who made “countering hate” their entire identity.

They were the first to plant “Hate Has No Place Here” signs on their lawns.

They insist “hate speech isn’t free speech.”

They proudly fund groups like Hope Not Hate and Stop AAPI Hate

They still chant “Love Trumps Hate” like it’s scripture.

Yet here they are, in the pages of The Globe and Mail, publishing a guide on “how to properly hate” Elon Musk for the crime of building SpaceX into a company that could make him the world’s first trillionaire.

Proof positive that their “anti-hate” crusade was never about hate.

They are, in reality, full of hate. It was always about who they’re allowed to hate

[Robert Sterling @RobertMSterling]

> you’ll never start a rocket company
> you’ll never build your own engines
> you’ll never be able to use off-the-shelf parts
> you’ll never survive three launch failures
> you’ll never reach orbit
> you’ll never win NASA’s trust
> you’ll never launch cargo to the ISS
> you’ll never compete with Boeing
> you’ll never compete with Lockheed
> you’ll never make rockets reusable
> you’ll never land a rocket vertically
> you’ll never land one on a drone ship
> you’ll never reuse a booster
> you’ll never fly the same booster 10 times
> you’ll never fly the same booster 20 times
> you’ll never fly the same booster 30 times
> you’ll never recover and reuse the fairing
> you’ll never lower launch costs
> you’ll never launch every month
> you’ll never launch every week
> you’ll never launch multiple times a week
> you’ll never carry astronauts
> you’ll never replace Roscosmos
> you’ll never fly civilians to orbit
> you’ll never manufacture satellites at scale
> you’ll never build the biggest constellation ever
> you’ll never make satellite internet work
> you’ll never make satellite internet fast
> you’ll never make satellite internet affordable
> you’ll never serve rural customers
> you’ll never serve aircraft and ships
> you’ll never build a methane rocket engine
> you’ll never make full-flow staged combustion work
> you’ll never build the most powerful rocket ever
> you’ll never build a rocket bigger than Saturn V
> you’ll never build it out of stainless steel
> you’ll never launch Starship
> you’ll never separate Super Heavy and Starship
> you’ll never relight Raptor in space
> you’ll never bring Super Heavy back
> you’ll never catch a booster with Mechazilla tower arms
> you’ll never launch 85% of mass to orbit worldwide
> you’ll never change the economics of space
> you’ll never force the entire industry to copy you
> you’ll never win
> you’ll never IPO

Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.

Today is your day. You deserve this. May it be a glorious one.

[Lithium Africa @Lithium_afri]

#NEWS Lithium Africa Outlines Path to Prove Out the Springbok District

🔗Full news release: https://t.co/tkpUaR8juJ

🇨🇦 TSX-V: #LAF | 🇩🇪 FSE: #6MQ | 🇺🇸 OTCQB: #LTAFF

$LAF #Lithium #CriticalMinerals #Mining #SouthAfrica

[Nugt @nugget_effect]

LAF.V

[AGRO @agroasx]

Are Junior Lithium Miners Poised for an Unprecedented Run This Year? | $NILI $PMET $LAC $ETL $LCE by @juniorstocks.com https://t.co/U5aVs07qlr

[Nugt @nugget_effect]

We acquired Springbok because we believe it's an unrecognised pegmatite field, it’s fully permitted and now we are looking to unfold this project to the market via a fully funded drill program. $LAF.V

[Nugt @nugget_effect]

Lithium Africa Outlines Path to Prove Out the Springbok District https://t.co/eRgM8Kc9dl #JuniorMining #Mining #MiningStocks #Lithium #OTC #OTCMarkets #OTCStocks #SmallCaps #TSXV #Investing

[Brad Wilcox @BradWilcoxIFS]

"Men who prioritize fatherhood may lose some sleep, gain some extra weight & enjoy less free time, but they can also discover a richer life with greater meaning, purpose & connection. And when it comes to brain health and mental fitness, becoming a father is one of the best things you can do." https://t.co/ddL9y5Ncci

[Nugt @nugget_effect]

A good time to be a commodities guy. Revenge of the old economy, bring on the barbarous relics.

[Chamath Palihapitiya @chamath]

https://t.co/kJc3ewLW69

[tobi lutke @tobi]

CPP underperforms passive indexing. It should have 5 employees, ideally all on vacation most of the time.

[Lithium Africa @Lithium_afri]

#NEWS Lithium Africa Strengthens Technical Leadership Team with Appointment of Dr. Rachel Hampton as Vice President of Exploration.

🔗Full news release: https://t.co/ED2PAyRuwk

🇨🇦 TSX-V: #LAF | 🇩🇪 FSE: #6MQ | 🇺🇸 OTCQB: #LTAFF

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[Lithium Africa @Lithium_afri]

🔥 Caught the @RKEquityRocks on @Lithium_afri ? Why the right people, credible execution, and a strong story matter.

Geological depth (Dr. Tom Benson) + Capital markets expertise (Tyron Breytenbach, P.Geo) = Strategic backing.

▶️ https://t.co/G10Smf7HmK

$LAF

[Nugt @nugget_effect]

ATB Cormark launches on $LAF.V

[Lithium Africa @Lithium_afri]

▶️ Watch Mac Whale, Howard Klein and Matt Fernley dig into the story on the latest #RockStockRecap: #LithiumAfrica mentioned as the emerging lithium play.

View the full video: Mac Whale's Top TSX #Lithium Picks via @RKEquityRocks 👉 https://t.co/m41j1SUO1l

$LAF

[Nugt @nugget_effect]

Africa M&A $LAF.V

[Scott North @ScottNorth64736]

And there we go, many questions answered

[Nugt @nugget_effect]

$LAF.V

[Rock Bottom Entries @RockBtmEntries]

Lithium ETF Moonshot 🚀

There's no squeeze like a lithium squeeze.

Many developers are still trading near cycle-low valuations.

Drastic re-rates are on the horizon.

$LIT

[Nugt @nugget_effect]

Max respect to this gentleman 💪🏼

[Martin Pelletier @MPelletierCIO]

If you read one thing today or this weekend. Read this.

[Martin Pelletier @MPelletierCIO]

If you read one thing today or this weekend. Read this.

[Nugt @nugget_effect]

Great piece of research by canaccord

[Theo Soumyaraj @TSoumyaraj]

⚡️ The Great Lithium Squeeze Has Begun ⚡️

Canaccord (Finally!) now sees Lithium Supply DEFICITS from 2026 → 2035 📉🔥

After years of oversupply, the market is tightening FAST:
❌ Supply cuts
⏳ Project delays
📈 Relentless demand (EVs 🔋 + Energy Storage ⚡️)

Even with higher prices, new mines take 7–10 YEARS to build ⛏️, meaning supply simply can’t keep up.

🔥 This is where developers like Lake Resources come in

In a structural deficit:
➡️ Value shifts UP the curve
➡️ Developers become tomorrow’s producers
➡️ Scarcity drives exponential upside

💡 The next lithium cycle isn’t a spike, it’s a DECADE-LONG SQUEEZE

If Canaccord is right, we’re at the inflection point 🚀

#Lithium #EVs #BatteryMetals $LKE $LLKKF #ALB #PLS #ELV #A11 #EnergyTransition #ASX #MiningStocks #Commodities #CleanEnergy #Investing #StockMarket #BullMark

[Nugt @nugget_effect]

$LAF.V

[Jason @JasonInAU]

💥 #Lithium News: Lithium Enters “Cycle 3.0” as Demand Drivers Shift

"VERY EARLY innings of the NEXT LEG UPPPPPPP” 🚀

#AreYouReady

✳️ @ElevraLithium $ELV $ELVR $LAC
#EV #BESS #Batteries #AEM
https://t.co/Win01gU1tk