UUUUEnergy FuelsNeutralEnergy Fuels
2w ago on
Ugh. Keep an eye on the Energy Fuels acquisition of Vac. The lawyers are about to get paid here. https://t.co/3dTFCHOo5r
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Research and advisory on energy metals supply chains, materials, cycles & absurd valuations. Interests: longevity & loud music. Host: The Power Current Podcast
Cite asCryptoQuant has tracked 1 directional call by @cberry1 on X since Apr 2026: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
Ugh. Keep an eye on the Energy Fuels acquisition of Vac. The lawyers are about to get paid here. https://t.co/3dTFCHOo5r
View original →Despite the annoying sales pitch for copper funds in this article, the stated incentive price for a new copper mine of $9.07 per pound is one reason there is so much (justified) bullishness in the copper market. https://t.co/UMvZ0FFEve via @WSJ
View original →My guest on this episode of the podcast is Will Thomson, Managing Partner at @massifcap. We had planned on discussing copper and lithium, but this conversation took a turn and went much deeper into investment philosophy, parsing political and geopolitical risk, capital cycle analysis, position sizing, and solving what Will calls "wicked problems". We do discuss some public companies, so as always DYOR and feedback welcome. Youtube: https://t.co/ZzCx5OkSLR Audio: https://t.co/w9RZKuuAQY $LAC $BMM @TrevAHall
View original →$ELMT is becoming a national champion in tungsten in the same way $MP is for rare earths. https://t.co/qyGB4fEBCU
View original →Pleased to contribute to this extensive piece on the strategic rationale behind the rush for tungsten and how stakeholders are positioning. $ALM @CatieEdmondson https://t.co/080E6uxsQ9
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