$AFMJF from the reduced inventory and increasing price of Tin, this name is a unique one to have exposure to a metal that is critical to support the AI build out.
@BrokeMoneyBags @tbagoni I concur. $AFMJF is the only position I hold more tightly than $IE here. As diesel prices rise and geopolitics worsen, Santa Cruz looks better relative to every peer project. Fingers crossed.
I rotated a large amount of capital from $FCX $60 2028 LEAPS to $IE $20 2028 LEAPS. Beyond Santa Cruz and Project Vault, I like $SQM paying them to look for copper in the Atacama using Typhoon. If they find anything above a million tonnes beneath the caliche, they get 50%. $AFMJF remains my bond-like position.
$AFMJF $PPLT $TUNGF if they open the TUNGF mine this will go up substantially, I got in at 1.28 because i was willing to risk it for a massive multiple. Also you need tungsten for defense.
$AFMJF I am not greedy about this one. I will sell 40% if this doubles. :)
I am back full stack on $TUNGF. For this one, doubling the current price will not be enough for me. I need this to compensate my heavy loss on $PPLT calls…
$AFMJF I doubled down on this and $TECK today, and sold 25% $TUNGF. Although I like $TUNGF I don’t see outside endorsement, such as an LOC or a press release from DOD. That makes me nervous
@prettypositron Sure. Producing tin mines: $AFMJF $MLXEF Producing tungsten mines: Almonty industries. $ALM . Feel free to have a closer look. I prefer ALM and AFMJF.
