$RIO $BHP $GLNCY $HL $B
All I can say, the best is yet to come.
If you have a long term view.
Now through 2040.
I’ve been stacking and accumulating since 2015 and have been rewarded handsomely.
I still see miners moving higher into year end and I will take some profits.
These are several scenarios that can and will play out in the coming years.
Remember, it takes 10-20 years to get a mine up and operational from first discovery. I don’t care if permitting is fast tracked. New mines take years and countless millions to get going.
As miners generate billions in FCF and continue buying back shares, we will see more institutional money rotate into the sector.
M&A and hostile takeovers are coming.
It’s going to be the best decade ever in the commodities sector.
This goes for oil/natty gas and uranium.
Platinum is still my favorite pick.
Buckle up.
$GLNCY $JEF $ISNPY
>Jefferies seems to be in the news for all the wrong reasons lately. They have trade-finance-related exposure of about $300 million to Radiant World through its Point Bonita fund.
>Intesa Sanpaolo (Italy’s biggest bank) booked financial provisions on a roughly €200 million ($230 million) exposure to Radiant World, noting the position is largely covered with no impact on 2026 net profit guidance.
$GLNCY Vitol Group and Cargill have completely stopped trading with Radiant World, a major global iron ore trader, alongside Glencore halting new business, following reports that Radiant World provided invalid or falsified banking documents and invoices.
Stellantis, Rio Tinto, and McEwen Copper Bet Big on Argentina’s Copper Future: https://www.smartinvestornews.com/all-articles/stellantis-rio-tinto-and-mcewen-copper-bet-big-on-argentinas-copper-future $STLA $MUX $RIO $GLNCY
#Glencore Stock Is Up 120% In The Past Year. Can It Survive The #Iran War? $GLNCY https://talkmarkets.com/article/glencore-stock-is-up-120-in-the-past-year-can-it-survive-the-iran-war-1776200350
@howboutthisone exactly, refinery in production is going to be huge! Removing reliance on China for processing should be North America's priority. With $GLNCY getting a large offtake from $TMC nodules and having a deal with $ELBM to refine is going to be the middle finger to China.
$GLNCY $FCX $SCCO $COPX $B
I’ve said that $8 copper is coming.
I’m still saying it.
Check out this call from Craig Parry.
$30 a pound.
DAMN!
Share prices for copper miners would enter a land far away.
The charts don’t have extensions high enough. 🤣
https://www.kitco.com/news/article/2026-04-08/copper-will-outperform-gold-and-silver-could-hit-30-new-commodity-cycle
China is making another quiet power move in the critical minerals space, and this time the DRC is center stage. They’ve moved way past just digging holes in the ground; they’re securing decades of access and building the processing plants right on-site to lock everything down. While the U.S. is still playing catch-up with new partnerships, China is already part of the furniture. It’s hard to ignore the fact that they aren't just winning the race, they basically own the track at this point.
Source: https://energycapitalpower.com/china-cements-drc-minerals-pact-amid-intensifying-u-s-rivalry/
$FCX $GLNCY $BHP $TSLA $BYDDF
