Member Info for bonker99

"AI to boost copper demand 50% by 2040

A rapid and exponential growth in artificial intelligence (AI), defence spending and robotics will lift global copper demand by 50% by 2040, leaving a supply shortfall of more than 10 million tonnes a year without major gains in mining and recycling, according to a new S&P Global study.

“AI and data centres really weren’t even on the radar three years ago,” Aurian De La Noue, head of energy transition and critical metals consulting at S&P Global, said. “What this study shows is that the world is tracking toward a supply deficit even before you consider these new growth vectors.” (Mining. Com)"

https://x.com/chigrl/status/2009310167683199370?s=20

LOL

They could gap over it in a blink of an eye given the money that's being thrown at it - large buy over the ask at 67 just before the close, maybe you'll get something at 7am.

Nope.

Gorra beat 64 first :)

I took 5m early yesterday.

Chart suggests anything could happen.

https://x.com/bonker99/status/2008829047523156116?s=20

Aye up :)

Huge buying here for a £30m mcap company ...

"The approaching Age of Electricity is powering a big surge in copper demand, driven by grids, batteries, EVs & renewables

But today's trends suggest a 30% copper supply deficit by 2035, raising energy security risks. This calls for more mining investment, innovation & recycling"

https://x.com/fbirol/status/1877420766389555229?s=20

Place for $3.2m having 8x bagged in 2025.

I wonder where that cash is heading.

https://www.tipranks.com/news/company-announcements/west-coast-silver-completes-3-2m-placement-to-advance-high-grade-elizabeth-hill-project

"KALSHI MARKETS LIFT ODDS ON GREENLAND MOVE

Kalshi prediction markets now price a 37% chance that President Trump will buy at least part of Greenland, following reports that the White House is exploring options to acquire the territory on national security grounds. European allies have pushed back, warning that any coercion would undermine NATO."

https://x.com/DeItaone/status/2008893312485204421?s=20

12.5m buy at 0.62 suggests otherwise.

£55k buy @ 0.64p

"PBOC Increases Gold Holdings for 14th Consecutive Month

#China's #Gold reserves increased to 74.15 million ounces(Prev. 74.12 M), and the value of gold reserves was $319.45 bln vs the previous $310.6 bln."

https://x.com/Sino_Market/status/2008813607845597569?s=20

Who knows but the ASX book looks to have switched heavily to the bid - about time they printed something other than 0.8/0.9c!

Gold back at $4.5k, Copper over $6 - it all adds up to big numbers here ...

"Copper is trading above $6 per pound for the first time ever. Both industrial and precious metals prices will soar in 2026 as a weak dollar and inflation propel prices to unprecedented heights. Metals are signaling that we’re on the cusp of the greatest inflation in U.S. history."

https://x.com/PeterSchiff/status/2008551376398459053?s=20

There's gonna be tears from those who let their shares go at a £15m mcap if 25ARDD006 comes in as a worldy hit.

Https://x.com/i/grok/share/OsIyCqXcJPbhV9tDk9lssn7ui

Thank God for Julian Hanna.

Buy the company that hits Gold & Copper with most of its new drill holes and is already sitting on $2b of Gold & Copper resource plus a processing plant with a £15m (fifteen) mcap chaps ...