Investor. Interested in hyper-growth, long-term plays within the Junior Mining Sector. Blocked by almost 40 mining companies - Thankfully it's the garbage ones.
I don't do politics on my Twitter, but I will make an exception when something is taking place on my doorstep.
There's a lot of tension over recent events in
#Leicester
, and we all know it's not Hindus vs Muslims as it's being portrayed.
Muslims and Hindus in Leicester live together, play together, eat together, study together and work together. There's never been issues in this city. Ever.
If the RSS/BJP fanatics think that ordinary Hindus in Leicester are going to come out and riot with them, then they're
It's a few Hindutva extremists who are coming to Leicester by the bus load with the sole purpose of stoking tensions.
They want to see actual Hindus living in Leicester to join their cause.
The vast majority of Muslims here know this isn't about Hindus or Hinduism.
Coming to a city to target a particular group (in this case, Muslims), they'll end up fighting a losing battle - The Police need to get a grip on this, because a lot more people will be heading out to the streets the next time these guys decide to turn up by the busload.
Thicker than I thought. Most Hindus I know in Leicester are educated, and work jobs. Nobody is risking their careers and livelihoods to fight people they grew up with, to support people they barely know, nor have much in common with.
On the flipside, if RSS supporters are
@KellyQuilt
@DrJazzTehara
It's a very dodgy situation, because if these people were part of the community (I.e. from Leicester) - We'd all know someone or know someone who knows someone who knows who they are.
I'd like to think it'll stay calm now, but we'll have to see what happens from here.
Now's the time any retard can make money in mining.
Just stay away from lifestyle companies, put the money in and hold.
Not everything will 20 bag, but a hell of a lot will 2-3 bag.
#mintwit
Bit of a personal announcement:
Missus went into labour suddenly, and the ambulance didn't turn up in time...
I ended up delivering a healthy baby boy with
@NHSuk
supporting over the phone :)
Surreal, but over the moon!
@KellyQuilt
@DrJazzTehara
If there were tensions/violence simmering, surely we'd have see something in the last 50 years?
Then suddenly we've gone from no problems, to rioting overnight.
Someone is clearly adding "masala", as we like to say!
I sort of fell into Resource Investing, and haven't looked back since. Naive, stupid, and clueless about the reality of Junior Mining. I've learnt a lot along the way, and this is just a few of the things I've learnt from Crux Investor:
So as promised, here are 10 things I've
Armadale Capital have secured their mining licence. Huge Graphite resource, with low Capex of $39m and IRR of 91%... NPV10 is $430m.
And this is only 25% of the resource. Market Cap is £30 Million.
This is exciting. That is all.
#ACP
@ArmadaleCapital
Armadale Capital Price Target: 69p
This is based on a draft DCF of:
Graphite at $1500
Opex at $369
33% tax rate including royalty (basic, not true)
Capex: 70% debt-finance at 8%. 30% dilution at 10p
Over 10x upside on production
#ACP
#graphite
@ArmadaleCapital
#mining
#invest
Just as an idea for people, here is the total remuneration Jeremy Martyn former Horizonte Minerals
#HZM
CEO has been paid over the years:
2023: wait and see
2022: £1,742,661
2021: £1,290,416
2020: £491,863
2019: £567,645
2018: £604,125
2017: £412,624
2016: £344,992
2015:
As promised, a deep dive into all of my major holdings. They are all in the resource space.
Starting off with Armadale Capital, a Graphite Developer based in Tanzania:
#graphite
#EVs
#mining
#ACP
(1/12)
Adjusted curve parallel to factor in $39 offering. Wave 3 is well and truly in progress. With a few ups and downs, $nio is heading to at least $65 before NIO day
#stocks
#StocksToBuy
#buyhighselllow
@hjesanderson
Interesting how M&G folded so easily after all their bluster about undervalued companies. They threw all of us PI's to the wolves without any fight. Don't think any of us would ever touch their funds
#bcn
@mandgplc
#Mining
#lithium
The next stock I would like to do a deep-dive on is Blencowe Resources
#BRES
I've liked this for a while, especially as a very early stage company. The low market cap also makes it an attractive prospect.
#graphite
#mining
#EVs
The one thing that can be said about Armadale Capital, is it has a CEO and board that's here to get this into production. Not take huge salaries to sell on the cheap, or endlessly explore - But to build a mine.
#mining
#MiningStocks
#ACP
#graphite
step away.
13. Pick a niche
The scattergun approach doesn't work. Harness your strengths and your networks to make it work for you. If that's one particular stage of Resource Investing, one country, or even one exchange. It may not be perfect, but it's better than going in
#SYME
So many accusations of fraud, yet when you ask for categorical evidence, none produced?
I wouldn't usually say it's too late for shorts to buy... But think it actually is!
#shortsqueeze
#LateNightKebab
Are the Bacanora Lithium Boad 'pleased' to announce only 0.3% have accepted the offer so far?
I thought everyone was queuing up to accept? Deal of the century, no?
🤣🤣🤣🤣
Early days, but you're not getting to 75%
#BCN
#GANFENG
#lithium
#mining
#releasethecashonthebooks
I've been working on an AHP sheet to formulate a quantitative assessment of junior miners, and to be able to peer review companies.
Huge shout out to
@DonDurrett
for helping me come up with categories to add. The tool allows you to flag, and weight according to preference. (1/3)
I'm getting a lot of questions on Armadale Capital.
Here's the thing to bare in mind.
This shareprice will only rocket on news.
Until news arrives, I'm still Dollar Cost Averaging in where possible.
Shareprice has fallen due to:
#ACP
#mintwit
#graphite
#BatteryMetals
(1/7)
Had a great chat with the CEO of Ridgeline Minerals last week.
@ChadPeters_NV
$RDG
I saw a comment he made about exploring a potential
#Copper
Porphyry deposit at their Big Blue tenement. As always, I was sceptical, and had some questions:
I ran my information from the
I'm very relaxed about Armadale Capital.
Sometimes things take time. Market Cap is floating around £25 Million, and there's likelyhood of a huge re-rate coming. When the fundamentals haven't changed, some just lack the patience necessary.
Nothing's on YOUR timetable.
#ACP
Highly recommend
@CruxInvestor
for everyone who invests in the resource sector.
If you can afford £10,000 losses on dodgy
#AIM
or
#mining
stocks, you can afford $300 a year on learning how to avoid such things.
The videos breaking down mining is alone worth the money.
THANK YOU to all members for the feedback on the interview 'Summaries'.
Our honest & unbiased technical analysis & DD is helping a new generation of investors to avoid the pump & dump promotor games and get focused on fundamentals and better returns.
Bears are out in force... If anyone else is noticing this with $NIO over the past two days... Rest assured it just means tomorrow will be crazy green.
#NIOday2021
#stocks
#StocksToWatch
@BacanoraL
Why are you pleased? Can you confirm what the board will be paid as part of this takeover?
This is actually a joke.
67p for something that so undervalued compared to the rest of the market?
So there's a lot of hype surrounding Marula Mining, Jason Brewer (the CEO) and there seems to be a lot of unanswered questions in regards to the pace of movement, and unorthodox method of movement.
#MARU
This is turning into a bit of a cult stock with criticism turning into
I try not to post non-stock stuff, but after 8 weeks, and 40 plus attempts, I finally managed to crack this boulder.
Bit like the markets - Keep doing the right things, and eventually it'll come right.
#bouldering
#climbing
#overhang
#V3
#V4
#V5
How is it possible that a management team can get even worse?
Cue the large holders "coming to the rescue" with unfavourable terms, followed by a takeover bid with a nice payout for management.
If I were a Horizonte Minerals holder, I'd be organising already.
#nickel
#HZM
This Horizonte Minerals raise is one of the biggest jokes I've ever seen - And there are a hell of a lot in the Junior Mining sector.
It reeks of management failure on a strategic level that has had a huge impact on many small investors.
THREAD:
#HZM
#Nickel
#mintwit
#Mining
A bear market is where you begin to position yourself for where you want to be when the bull market comes around.
Only, in a bear market you can buy what you want, at prices you can only dream of.
#stocks
#Mining
#AIM
#nickel
#graphite
#Lithium
What I currently own and why:
#ACP
Armadale Capital - It's been quiet for the past 2 years now, but it's waiting on another company to pave the way to build out infrastructure. DFS economics show 91% IRR, a very low capex, and graphite grades circa 12%.
$CKG Chesapeake Gold -
Hearing talk of East Star Resources
#EST
needing to raise.
Allow me to be emphatic.
Jealous traders don't like the facts:
• Something has moved without their pumping services paid for
• This makes them feel impotent
• They themselves missed the move
• They see plenty
$NIO so apparently some dude on
#Stocktwits
reckons NIO held sales back in December, and will release 9000+ deliveries for January. I doubt it, but he seems to be putting his rep on the line. Says car numbers calculated based on windscreens being numbered chronologically 🤷🏽♂️
Looks like $BKT Finance package is finally done!!!!
Now the countdown with Armadale Capital can begin.
Let's see roads, hydro-electric and upgraded railway to see Mahenge become the graphite hub we know it will be!
#ACP
#graphite
A lot of worry coming from some of the Armadale Capital shareholders.
Think a lot of people need to take a step back and assess the situation:
#ACP
#graphite
#mintwit
(1/8)
Starting from tomorrow, I'm going to do a deep dive commentary on some of my major holdings.
#ACP
- Armadale Capital
$CKG $CHPGF - Chesapeake Gold
#BRES
- Blencowe Resources
$NMT - Neometals
What a total and utterly shitshow
#PREM
is turning out to be.
Dumb retail don't even understand it, because the stock RISES on bad news!
CEO George Roach said: "It is a matter of hours and days, not days and weeks".
Cue a matter of days and weeks later:
Mining engineering
Final debt package now signed off with a Tanzanian Bank for $BKT
We should see another move for Armadale Capital this week, and likely a resumption of activity at some point soon
#ACP
Often necessary for longer gains.
9. Who wants to see FEED, DFS, Offtakes, and Finance with sellers looking for an exit?
We want to see this with a clear route to production.
Simply put, with the overhang out of the way, this is now ready to move.
#ACP
(6/6)
Expect newsflow.
Support this ESPECIALLY if you're not a Bidstack shareholder.
Because the next time it could be a company you're invested in.
These conmen (and women) shouldn't be allowed to screw shareholders over for their own personal gain.
#BIDS
@bidstack
We are in discussion with a leading law firm in London which has considerable experience in shareholder disputes with the aim of pursuing the directors (and others) through the courts.
Join the fight please sign-up to join this action here.
#bidstack
I have to applaud Alex Walker at East Star Resources
#EST
on the Verkhuba farm-out.
1. They have a small team. Small projects still require attention the same way large ones do. This frees them up to...
2. Focus on taking advantage of their first mover advantage in Kazakhstan.
@TomWinnifrith
I'm a little confused, mate. I'm a
#SYME
holder, and I see you accusing this of being a fraud, but instead of providing evidence, you charge for access to it?
Do you offer Money Back Guarantee?
A lot of frustrated holders in Armadale Capital, but sells are a combination of warrants being sold, and frustrated longs - Key thing here, is there's no selling out of FEAR.
Still expecting game changing newsflow.
#ACP
If so? Like I do? Then with risk management in mind, I think it's a great idea to buy regardless of what happens with the short term shareprice.
Accumulate good, undervalued company and watch them thrive.
That's the way it's done.
#ACP
#Mintwit
#BatteryMetals
#graphite
(7/7)
Almost 10,000 letters have gone out to private shareholders of Bacanora Lithium. As of today, they have started to land.
We are urging everyone to NOT accept this offer.
Well done to all involved!
#BCN
#lithium
#mining
#EVs
Finally got round to reading the East Star Resources
#EST
Annual Report.
#copper
#gold
$GOLD
Here are my thoughts, and why I'm so bullish:
1. Verkuba VMS deposit holes confirmed historical drilling. This is going to a JORC release estimated between 19-23MTs.
The JORC (due
On a much more serious note with Premier African Minerals
#PREM
If any shareholders are genuinely struggling - Please reach out. Me, someone else, whoever. There's no judgement, but if anyone is struggling I certainly urge you to speak to someone.
A wise man once told me we're
That's a phenomenal deal $BKT pulled off with POSCO.
The dilution is 3x their current value. It shows how desperate off-takers will get for graphite, and I believe a sign of things to come for Armadale Capital
#ACP
The best thing about averaging down in a bear market is that you don't even need things to moon, rocket, or fire...
You just need things to get back to reasonable valuations to make unreasonable amounts of money.
$GOLD
#GOLD
#nickel
#Lithium
#graphite
#mining
$EVNI $CKG
#ACP
This Horizonte Minerals raise is one of the biggest jokes I've ever seen - And there are a hell of a lot in the Junior Mining sector.
It reeks of management failure on a strategic level that has had a huge impact on many small investors.
THREAD:
#HZM
#Nickel
#mintwit
#Mining
Will comment on my other holdings:
Chesapeake Gold $CKG
Blencowe Resources
#BRES
Neometals
#NMT
In the following days.
Will still mention negatives, even though I hold all of the above. (12/12)
So I ran Ridgeline Minerals through my AHP sheet:
4.05 out of 5
(Unweighted)
4.08 out of 5
(Weighted)
One of the best scores I've done so far!
$RDG
Key Metrics: Material, Jurisdiction, Management, Key Investors, Asset Exposure, Stock, Resource, and Development Costs
Horizonte Minerals need an additional $454 Million on top of the $537 Million budgeted. That's over $1 Billion in Capex
Jeremy Martin the previous CEO and the CFO have a lot of answer for.
Feel bad for the PI's, but this had red flags all over it from day one
#HZM
#Nickel
I'm seeing a lot about this, so I'm just going to give my take:
Mexico relies on mining. In particular,
#Gold
and
#Silver
mining. Over 400,000 jobs I believe?
The issue here isn't about banning open pit mines. It's simply not feasible, and for a country the size of a
Seeing many people struggle over the past year.
Margin Calls, family breakdowns... and worse.
Take care of your investments, choose wisely, do your DD, and take care of yourselves and your families.
We don't want to see one less person around when the bull run comes back.
A couple of things about Armadale Capital that a lot of people don't realise in relation to the shareprice drift:
1. A lot of junior miners start off with a certain team, looking for certain minerals.
2. In time, these companies are often entirely different in (1/6)
#ACP
It's been a while since I've tweeted, but there are too many crybabies to cannot stomach a bear market, unable to wait on milestones, and only see the shareprice and cry.
There's no convincing these people. In particular, I'm referring to Armadale Capital shareholders
#ACP
Be interesting to see if Armadale Capital has broken the downtrend, particularly with warrant conversion deadline coming up.
Volume is key, here.
Then newsflow.
#ACP
#graphite
#Mining
#EVs
Let's provide a follow-up Translation of the latest Premier African Minerals
#PREM
RNS, shall we?
"a subscription today to raise £2,475,000 on before expenses at an issue price of 0.275 pence per new ordinary share for the Zulu Lithium and Tantalum Project ("Zulu")."
We told
Here's a translation of
#PREM
RNS this morning:
"Mining operations at Zulu are currently focussed on a limited area of the existing claims blocks and EPO."
Because of our grade problems, we need to focus on the highest concentrate of ore to ensure we can maintain costs.
"The
Wow... Just wow...
#AMUR
Amur Minerals... Again, wow
Let me tell you why it's so bad:
1. Sorry to all the PI's invested. I feel your pain.
2. This is a Nickel Project that's probably the largest in the world. Around $30 Billion in-ground value.
3. The Board stated (1/6)
To all:
We're ready for the dawn.
Our scenario forecasts and action plan is fully prepared, tested and ready to go. This is for all investors past, present, and future.
We know what this is worth
It's an honour to be associated with you all.
#Mining
#BCN
$BCLMF
#2F9
#lithium
$NIO looks as though $66.98 WAS Top of Main Orange Wave 3. Expecting Wave 5 to hit no higher than $82/$83. From there, expecting resistance.
Taking social media break, will update all in a couple of weeks!
#EVs
#stocks
#StocksToWatch
#analysis
#stonks
#investing
$NIO Sharp correction was expected, as we had a flat Wave 2 correction. Still on track with trends, even with correction extending a little over Fib due to market sell-off. Worst case scenario we lose a couple more $, but unlikely.
#EVs
#stockmarket
#stocks
Someone asked me why I'm bullish on resources and
#mining
stocks "now" as opposed to just generally:
A lot bottomed in Autumn 2023. Pretty much all Juniors (including ASX and TSX) bottomed in the Autumn.
Investor sentiment is still rock bottom, but volume is picking up.
Gold
"Near Term Revenue"
This seems like the earn-in is on a more advanced project, and the location suggests nearby tolling.
I'm very much looking forward to seeing the grades, and the ore available.
#silver
#graphite
#ACP
@ArmadaleCapital
is pleased to announce the earn-in on the advanced Canyon Silver Project in North Idaho!
The Canyon Silver transaction creates a significant opportunity, with near-term revenue opportunities.
Click to read more👇
#ACP
#Silver
All the
#PREM
flippers who kept buying into placings to flip must be fuming right now.
Guaranteed 10% gains on every raise all compounded into a 30% drop.
No pumping is helping these guys now, but many of them were happy to pump their crap onto ordinary PI's.
Looks like
It looks as though the Armadale Capital silver project is designed to produce near-term revenue.
I would hypothesis that this is there to reduce project dilution with Mahenge.
Now I'm not just curious, but also excited to see the next update!
#ACP
#silver
$SLVR
Retail investors had enough of Hedge Fund manipulation: taking short positions, flimsy 'research reports' and then announcing via media a company is a scam etc
Happening for years, and now shoe's on the other foot, large funds are crying about it being unfair.
#GameStop
$GME
My Twitter is all investing, but for some reason half the people I follow are Arsenal fans.
If they're not crying about their
#investments
they're crying about the
#football
Every. Damn. Week.
Buy Armadale Capital. At least you can get something right.
#ACP
I think it was
@MiningStockEdu
who said on a podcast:
"Look for when the CFO is buying or selling. That will tell you the tale."
$TSLA clearly has a lot further to fall.
These 4 corporate insiders from the Automobiles Industry sold the most stock for the week ending 2022-12-09:
Kirkhorn Zachary | $TSLA ($2,061,094)
Taneja Vaibhav | $TSLA ($670,935)
Baglino Andrew D | $TSLA ($233,676)
Bell Michael | $LCID ($107,716)