StealthCapital

Prestige Stealth Capital Worldwide… worldwide… worldwide.

[Aaron Colleran @a_colleran]

This resource has been available since March last year but I've just noticed it. Very helpful. Worth a look. https://t.co/CK45ZscSKB
Thanks @HopgoodGanim

[StealthCapital @StealthCapital]

@costanzakapital @respeculator

[StealthCapital @StealthCapital]

@JamesStroehlein @terrybali I agree with this take

[StealthCapital @StealthCapital]

@YellowLabLife Just buy exposure to physical no?

[StealthCapital @StealthCapital]

@respeculator As good as the WHC deal was, when I did the numbers on WHC and the QLD royalty my conclusion was buy $HCC. QLDs royalty make cost curve go up. So QLD royalty (which is significant) is $HCC’s margin… Maff.

[StealthCapital @StealthCapital]

@JigsawCap It’s the make America great again trade… again. Stocks only go up.

[StealthCapital @StealthCapital]

@tom_woolrych @respeculator It was always seen as a practice run to build their caving expertise to apply elsewhere. Also, already had the surface infrastructure and Cadia Hill approaching end of life… so might as well have a swing.

[Nassim Nicholas Taleb @nntaleb]

TRUE WEALTH (2nd Ed)

Worriless sleeping
Clear conscience
Reciprocal gratitude
Absence of envy
Foamy coffee
Crusty bread
Inexperienced enemies
Frequent laughs
No meals alone
No gym classes
Gravel bicycling
Good digestive functions
No Zoom meetings
Periodic surprises
Nothing to hide: financial and fiscal tranquility
Muscular strength & endurance
Ability to nap
Access to a hammock

[StealthCapital @StealthCapital]

@Pete__Panda It’s a buy… sub $3.

[StealthCapital @StealthCapital]

@MikeonMining @WalkaboutRes The recent development update says dry commissioning in Q4, so by the end of next month?

[StealthCapital @StealthCapital]

@MikeonMining @WalkaboutRes That’s what I thought. Interesting, I would have thought rotary drying might risk attrition of the flake, but obviously not.

[StealthCapital @StealthCapital]

@respeculator I don’t get why Old Peak don’t just block it out rather than sell on market? I know it isn’t a mainstream metal but c’mon, shouldn’t be hard for a half decent broker to get the block away.

[StealthCapital @StealthCapital]

@respeculator @OneMoreif You nailed this call. Nice one.

[StealthCapital @StealthCapital]

@KirilRuvinsky RNU processing concentrate to PSG makes zero sense to me.

[StealthCapital @StealthCapital]

@VukasinPekovic Been a while since I’ve had a good look, but it’s not obvious to me that they have access to water to support the development.

[Rick Rule Rhetoric @RickRuleRulz]

If you aren’t willing to work, just save.
If you’re willing to work a little, invest.
If you’re willing to work a lot, then speculate.

[StealthCapital @StealthCapital]

@Pete__Panda It’s all about the title.

[Neil Ringdahl @NeilRingdahl]

1) Thread: From Drilling to Open Pit Optimization For Dummies.
Imagine you have project and hire a truly great geologist who has drilled some fantastic looking sections based on a small surface anomaly he found from a surface geochem sampling program.

[Yellow Lab Life Capital @YellowLabLife]

This is a list of 85 copper projects, redacted brownfield, already producing, or built (QB2, CP, Kamoa, Quellaveco)...this is from 2016

1) Laugh at the "start dates"

2) Which of these would you bareback without a 2nd thought 6 years later? Name one

What incremental cu supply?