Nate Smith #TinBaron
@NateSmith2011
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*Checking scene
-
@Peter52834033
starting the inventory track again.
-
@TraderPamplona
has
#TinBaron
in the profile again
-
#Tin
cracking above $20k/tonne again.
-
@respeculator
dropping that PT Timah knowledge review
It's happening!
#TinBaron
's assemble!!
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I wrote a piece today on my thoughts regarding Filo's results for my friends and family and I was encouraged to share. I am calling it "Day Two".
$FIL.V $FLMMF
@filo_mining
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$AFM.V 3Q2023 out.
On track to hit or exceed market guidance of 12k Tonne this year.
MS Mine Development – Through the Poor Ground
MS Plant delayed due to bridge outage delivery of components
MS production goes ~12k tonne/y to MN+MS at ~20k tonne/y.
>65% increase in production
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Incredible results
$NGEX.V
NGEx Minerals Drills 62 Metres At 6.98% Copper Equivalent And 63 Metres At 5.84% Copper Equivalent At Lunahuasi $NGEX.V
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#Tin
Doing the thing metals do when they physically squeezed. All time highs are in sight. Ready for history?
LME Cash
LME Futures
SHFE Futures
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What do I even say....
#FILyourBoots
#BestIsYetToCome
#TheJourney
#GenerationalDiscovery
Congratulations to the $FIL.TO team, especially to the boots on the ground executing safely over the winter.
Filo Mining Reports 1,224m at 1.26% CuEq, Extends One of the High-Grade Breccias at Filo del Sol - Junior Mining Network $FIL.TO
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Wild
#FILyourBoots
Congrats to the
@Filo_Corp
team
$FIL.TO
Filo Drills 1,298m at 1.01% CuEq and 1,449m at 0.61% CuEq at Filo del Sol $FIL.TO
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My take on the Alphamin Resources recently released 3Q2021 Guidance thread
$AFM.V
$AFMJF
#AlphaMoon
#MoonSoon
@AlphaminR
#Tin
#TinBaron
's news
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Filo Mining
Hole 46 thoughts at 2AM on Night Shift while reviewing the new slide deck.
$FIL.V $FLMMF
Thread of my messages to my friends and family.
1/n
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Fellow Filo Mining Shareholders:
Do you find yourself smiling knowing you are the proud owner of shares in one of the greatest copper discoveries in a generation?
I do.
$FIL.V $FLMMF
#FILyourBoots
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New $FIL.TO slide deck up for November
Eyes on that drill trace for hole 72.
IYKYK
Didn't have that on my bingo card as advanced that far yet.
@j_beck00
big reveal!
#FILyourBoots
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Hole 17 Delivered
$AE.V
#BabineMonster
Hole 17 is a similar exercise as 12 to test the surface from the west side of the South Zone and the depth extension of the high grade structure.
Targeting structure intercept where Hole 11 encountered the highest grades of the season.
This is the seasons final hole.
5/5
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For those of you who may not of caught this vid from 2 years ago on $NXE. I highly recommend you skip to 21:10 and remind yourself on whats to come. Let's see if we can get the view count over 500. Arrow is just the beginning of the kingdom to be built.
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Coming up on the anniversary of this first post coverage I did on $AE.V
Best performing project in BC since by a significant margin.
I think the best is yet to come.
#BabineMonster
With the release of the preliminary overview of the 2023 upcoming Spring-Summer Program
and the price now hovering around the ~$0.09/sh level since the results of the 2022 program release, now seems like a good time to talk about $AE.V
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Performed an exercise with the 2022 & 2023 results by overlaying an approximation of the recent IP study to highlight a potential correlation of the high grade zones at the targeted IP signature "Shoulder".
Potential 2024 targets also highlighted.
$AE.V
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Writing history folks
#tin
#tinsqueeze
"..spread came to a new historic backwardation..."
"...squeeze is legitimate.."
"...Virtually No metal (Tin) available..."
"...well advised to pay $2,500 premium..."
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With $ZACA.V initial Red Top drill results for hole 1 inbound, wanted to take the time to throw up an interpretation of the drilling to date.
Used the available plan and historical EMX interpretations to prepare the following
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#coaltwitter
is going to go bananas
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Solid thought inducing report on the Copper space. Actual mining engineering practices reviewed with regards to cut off grade impact on reserves. Everyone has a vague notion that there is a
#Cu
cliff underpinning a bullish scenario, few understand why.
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You read that right, down 70.7% from same time last year. This is the building portion of the year....
#TinBaron
news
#Indonesia
exported 1,216.44 tonnes of refined tin in January 2022, down 70.7% from the same month last year--Trade Ministry. Exports were reported at 7,966 tonnes in December 2021 and 6318 tonnes a month prior.
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Filo Mining Reports 64m at 1,214 g/t Silver at Filo del Sol - Junior Mining Network $FIL.TO
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Filo doing Filo Things
#FILyourBoots
Filo Drills 822m at 1.02% CuEq and 1,226m at 0.67% CuEq - Junior Mining Network $FIL.TO
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#tin
punching in the $25k/tonne level on spot market. Just another daily 2%+ gain.
Ferocious.
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Filling Gaps.
Incredible development playing out here.
Hard to miss, nice problem to have.
#FILyourBoots
Filo Fills the Gap between Aurora and Bonita - Reports 1,430m at 0.55% CuEq - Junior Mining Network $FIL.TO $FIL $FLMMF
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$AE.V
There is a trove of Data available on the BC Geo Survey Website.
I put this overview of the "IP Embayment Zone" target that is not well known about. I layered in the most up to date 2023 long line IP line study.
#NAKsLittleBrother
Link in the comments
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How close are we to seeing MS connected to MN?
Flips the script. New mine development scheduling and execution opening up. Production ramp up guidance soon? Whole new ball game IMO.
$AFM.V
#TIN
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$FIL.TO
The numbers stagger you.
Hole 89 was into something, looking forward to the first hole in the 100's to set the bar high following up on it.
#FILyourBoots
Filo Drills 1,014m at 1.02% CuEq, including 44m at 1.81% CuEq.
Read the News Release:
$FIL.TO
#FILyourboots
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Alphamin Provides Mpama North and Mpama South Drilling Update - Junior Mining Network $AFM.V
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Bags out of the cat. Long ZACA.V since Jan 27 after reading the Jan 26 press release. Looking forward to the pending assay release in 2-4 weeks (thumbsuck).
Read the release, ask yourself what you are seeing, bonus points if you can identify what you are not seeing.
@jfostertm
@Pete__Panda
@NateSmi19691323
got me looking at this. Decided to take a punt on Sunday morning. By the time I went to buy, it was flying. Pretty speculative, but interesting setup. Still haven’t bought. Maybe a home for some $AFM.V dividends.
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Can't find the edge
$FIL.TO
Filo Reports 1,406m at 1.13% CuEq, including 56m at 5.79% CuEq; Geotech Hole Encounters Unexpected Mineralization - Junior Mining Network $FIL.TO $FLMMF
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How did Friedland put it?
"Revenge of the miners"
Miners, once bitten, twice shy. Not going to get ahead of themselves until they are ahead of what they went through. Which was hell btw.
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$AE.V
Went digging in the ARIS database and pulled the old '95 & '96 drill hole data.
Plot it up on the new IP study and look closely where the historical holes "glance and graze" the target signature at sub optimal dip and azimuth angles relative to the new interpreted features.
Performed an exercise with the 2022 & 2023 results by overlaying an approximation of the recent IP study to highlight a potential correlation of the high grade zones at the targeted IP signature "Shoulder".
Potential 2024 targets also highlighted.
$AE.V
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-Dividend continued
-Sales process off the table for now
-April DRC payment in the rearview
-MS under Construction
->$125M in the bank (and growing)
-AISC <$15k/tonne
#Tin
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One of
@TraderPamplona
and my favourite FdS images. Not many folks are considering the fact that each circled area is effectively a company builder of exploration potential. And Filo has all of these in their immediate project area.
@filo_mining
$FIL.V $FLMMF
#FILyourBoots
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Preliminary 2024 Geophysical Model and Signature Review
$AE.V
“Large Footprint with Geophysical Model Confirmed” - Geological and Geophysical Targeting on Lock for 2024
“IP Shoulder” Geophysical Target showcased potential with Holes 8-11-17 delivering substantial results
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Excitement is building on the o'l side of the internet I see.
$FIL.V $FLMMF
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The ramifications of this piece of information is very important.
If you haven't caught up on the $AE.V story to date, or if you had dismissed it earlier, I encourage you to revisit it.
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Banger of a quarter with everything for AFM appearing to come together while the backdrop of the
#Tin
market remains fundamentally aligned with supporting a stronger price regime.
Incredible People, incredible Ore Body and Incredible timing. Hat tip to the team.
@Boris_Kamstra
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Some beautiful blue. If you are not excited about the pending results from Filo Mining, you are not following the copper exploration space right.
@j_beck00
@filo_mining
#copper
#cu
$FIL.V $FLMMF
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Someone took the
#FILyourBoots
mantra to heart today.
+10% on the close, but take a peek at that intraday move off the lows.
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$AE.V
-'24 season planning 15k meters of fully funded drilling
-Expanded IP studies kicking off in April
-'22 & '23 programs deep geo studies wrapping up with review & input from Alan Wilson
-Embayment Target on the Menu this year?
#NAKsLittleBrother
American Eagle Gold Planning 2024 NAK Property Exploration Program $AE.V
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#FILyourBoots
Not bad for some boring infill.
It's what comes next that has me excited.
Go ahead and take a trip down memory lane and review hole 57. Then take a peek at where 69A is lined up.
+Additional rigs
In for an exciting season.
Filo Mining Reports 1,356m at 1.09% CuEq, including 424m at 1.54% CuEq - Junior Mining Network $FIL.TO
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Filo Mining Reports Q3 2021 Results; Ramps up to Five Rigs at Filo del Sol - Junior Mining Network $FIL.TO
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ALPHAMIN ANNOUNCES A 46% INCREASE IN THE MPAMA SOUTH INFERRED MINERAL RESOURCE ESTIMATE - Junior Mining Network $AFM.V
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#Copper
reckoning inbound.
The 3Q builds expected, did not arrive.
So unless they are in limbo waiting to be unloaded en masse, the market will grapple with this.
Personally? I am long
#Cu
in a big way.
SHFE
#copper
inventories fall to 2009 levels. LME inventories decline and cancelled wrts tick up, now represent 39% of total inventory. Asian stocks fell 7kt (on wrt: 15kt).
Weekly figures (Fri. Sep. 24):
LME: -14.6kt --> 226.2kt
COMEX: +0.4kt --> 50.0kt
SHFE: -9.7kt --> 44.6kt
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-Bonita and Aurora connect potential being established, wow.
-Hole 72 drill trace from west to east looks amazing.
-Hole 76 follow up to 32 hit and added major high grade tonnage at mid depth, also looks to be into something where it terminates
#FILyourBoots
Filo Mining Expands Bonita Over 200m East with 1,365m at 0.42% CuEq; Reports 1,363m at 0.77% CuEq in Aurora - Junior Mining Network $FIL.TO
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The cutoff grade shuffle is showing some hair.
Lower grade = more tonnes.
More tonnes = more processing. Processing = Maintenance.
Old mines with old equipment will struggle to maintain current production even with an investment in new equipment and maintenance. Trend.
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Geophysics + Drilling Correlation Confirmed
2024 is set.
$AE.V
I am looking to see during the geophysics review a correlation between drill results and signature response. If that can be demonstrated + signature response then further identified across the project.
Shoot the lights out.
$AE.V
#BabineMonster
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Take a look at the core.
Don't see massive Chalcocite in Hypogene often.
$AE.V
American Eagle Drills 900 Metres of 0.50% Copper Equivalent from Surface in the North Copper Zone at NAK $AE.V
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Extended Breccia 41 by 175m and terminated in face melting numbers.
175m.
Face Melting Numbers.
Hard to figure out how something like this is even supposed to sink in.
Filo Mining Extends Breccia 41 by 175m to the North; FSDH057 ends in 13.8% Cu, 13.2 g/t Au and 507 g/t Ag - Junior Mining Network $FIL.TO
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$AE.V mandatory readings cont.
“1994 Nakinilerak Lake Property – Geological, Geochemical and Geophysical Report” – N.C. Carter
Link to the report at the end of the thread.
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Reign of the
#TinBaron
's
Can't say we didn't warn yah.
@respeculator
@TraderPamplona
@Peter52834033
@gabbox28
@michaelbhorner
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#Tin
prices at ATH.
Alphamin remaining drill program at MS and MN targetting the high-grade shoots. Plural.
Bisie Ridge exploration program to delineate "at least one" additional deposit to close out the year.
$AFM.V $AFMJF
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Looking forward to what I assume will be a busy week upcoming. (Or next?)
Drill results on deck for the Argentina projects on my book
$FIL.TO
$NGEX.V
$ALDE.V
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$AE.V
Charlie Grieg on what he sees coming out of 2023
5:30-7:49
"...Holy smokes it was very, very big system going N-S, so the question that obviously arose was, what's going on E-W and what was the dimension's....
1/n
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@YellowLabLife
I just keep thinking about this graph from Codelco.
It all still gets funded right?
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A
#TinBaron
’s take on $AFM 1Q2021
Hats off to
@Boris_Kamstra
@AlphaminR
for the continued value delivery. A string of consistent solid milestones knocked out of the park while the underlying
#tin
price is knocking on all time historical highs. Thread on 1Q2021 results. $AFMJF
1/n
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Throwback to when I started following the $AE.V story.
With the release of the preliminary overview of the 2023 upcoming Spring-Summer Program
and the price now hovering around the ~$0.09/sh level since the results of the 2022 program release, now seems like a good time to talk about $AE.V
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"Results from 5 more drill holes coming soon"
47-50: Lost due to drilling conditions
48-49: First successful Scissor Pair in the highly altered (HG associated) zone
46 - The Monster
Best is yet to come.
#FILyourBoots
$FIL.V $FLMMF
#GenerationalDiscovery
Watch Now! Filo Mining highlights in one minute....
* Results from 5 more drill holes coming soon
* Plans for updated mineral resource
* Drills turning again in August, the most ambitious drill program to date.
$FIL.V $FLMMF
#copper
#gold
#silver
#district
#oneteamonedream
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#tin
LME cash looking formidable.
I remember when I first started tracking this back in Nov 2020. Seems like yesterday
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ALPHAMIN ANNOUNCES AN UPDATED MPAMA SOUTH MINERAL RESOURCE ESTIMATE AND THE DECISION TO COMMENCE WITH DEVELOPMENT - Junior Mining Network $AFM.V
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Weekend Readings on $AE.V – Big and Getting Bigger
The NAK project is undergoing a “re-discovery”.
The original project history goes back to the 1960’s.
Work advanced to 1997 included an initial non-NI43-101 report that estimated
~1.1B lbs of Cu + 788k oz of Au
1/n
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For those of you selling $FIL.V $FLMMF. Thank you
The real news today was what this all means for 46.
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I vote for a $AE.V site visit this year.
Something about Smithers BC in the summer and seeing this project in person sounds like a great idea.
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That's a drop.
#Tin
#Indonesia
exported 3,187.29 tonnes of refined
#tin
in February, 53% drop compared to the same month last year-- trade ministry
#metals
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Hard to fathom the quizzical faces silver bugs likely make when Filo keeps dominating the board.
"...but but it's a Copper project..."
Looking forward to 56A.
$FIL.TO
#FILyourBoots
#GenerarionalDiscovery
#BestIsYetToCome
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