Metals
34 Threads
๐ชSector: Metals & Metal Recyclingโป๏ธ ๐ช27 companies involved in metals & metal recycling, contributing to infrastructure development and manufacturing across industries. [A thread....
Metals: Q1FY25 preview - A ๐งต As Q1FY25 unfolds, the metal sector stands at a pivotal juncture. The past few days have looked bleak. Despite this, we expect Q1FY25 to remain stable...
๐๏ธSector: Mining ๐๏ธ12 companies engaged in the extraction of lignite, coal, iron ore, and various metals playing a vital role in resource extraction. [A thread.....]๐งต https://t.c...
Move over Gold! Did you know that Silver has given 23% returns in the last 2 months? What is causing the Silver rally? Let's find out. A thread. ๐งต๐ https://t.co/i36n9MSho8
๐Metals Shining Bright๐ โก๏ธSector in Momentum: Non-Ferrous Metals โก๏ธ10 Companies producing Non-Ferrous Metals like aluminum, copper, brass, zinc, lead, titanium, magnesium & other...
๐๏ธSector: Mining ๐๏ธ12 companies engaged in the extraction of lignite, coal, iron ore, and various metals playing a vital role in resource extraction. [A thread.....]๐งต๐ https://t....
๐ TATA Steel๐ JSW Steel ๐ Both The Stocks are in Metal Sector โจ โจ Each Company Analysis๐ https://t.co/xuUse7UxXZ
Freeport McMoran is the largest copper producer in the US and worth ~$54 billion. Yet it flies under the radar. You may have just seen them in the news (due to CFO Kathleen Quirk...
โป๏ธSector Spotlight: Recycling โป๏ธ14 Companies involved in Recycling of Metals, Batteries, Rubber, Water and Waste management [A thread......]๐งต๐ https://t.co/2XyNfzIbBm
๐ญ Aditya Birla Group: ๐ชฉ Hindalco โ ๐ Metals Flagship Company of the Aditya Birla Group ๐ US$28 billion metals powerhouse ๐ World's largest recycler of aluminium ๐ Global leader...
Copper is the most important metal. While prices have been weak this year, this remains true: No copper, no energy transition. Here's your โCopper Investing 101โ to help you sta...
One of the best ways to learn about the Copper Industry is by studying the Top 10 Global Producers. I read each of the Top 10 #Copper Producer quarterly reports so you don't have...
We're in the early innings of a metals and mining super cycle. It's important to develop the analysis/valuation tools now to capture tomorrow's opportunities. Here's a thread on...
Chatting with a friend this aft about long term macro and Gold. Got me all fired up because we are at a period in time similar to 1970. Since then (50years) the gold price has go...
GoRozen Q4 key #COPPER pts - starting with their concluding sentence I say to myself https://t.co/pHqmh3YhOy: "We find it fascinating that investors are paying no attention to base...
This 1 ton rock contains between 0.6 and 1 per cent of copper. One ton of ore generates a maximum 6 to 10 kilograms of copper. Depending on the size of battery, an electric bus can...
Quadruple whammy coming up for Altiplano $APN.V @AltiplanoMetals This 'snowballing' copper-gold-iron ore producer is set for a rerate higher in 2023 as they've got multiple win...
Exceptional leverage to silver and zinc, while at the same time a good spread between asset- and jurisdiction risk The following company is a new mid tier silver producer, trading...
The key to profitable investing in junior mining is making your conviction beat contradicting market signals Since @AbraSilver discovered their JAC target -357g/t AgEq over 87m-...
$EQTY.V - EQUITY METALS Another ๐ + Advanced Stage Exploration in Mining Districts + Track record of exploration and development success + Flagship is Silver Queen AU-AG Property +...
Pondy Oxides & Chem. Mcap : โน429 Cr 10Yr Sales CAGR : 17% 10Yr PAT CAGR : 34% Co converts Lead Scraps into Lead Metal & Alloys. They smelts Lead Battery Scrap to produce lead m...
"Oh Sh#! they actually did it!" A rare epiphany this early in the cycle, for those that saw this silver company turn into a producer and double in price these past weeks We'll se...
Copaur Minerals has so many irons in the fire, I'm having trouble determining where to start showing the potential. $CPAU.V @CopAurMinerals A brief rundown of what to expect in...
Some context on why i like $CMB.v CMC metals here. they have some of the most exciting land packages in what could be the next big Silver district in the world, combining 4 assets...