Finding opportunities in a more complex, more dangerous and diplomatically failing global security environment.

London, UK
EU-Danish funded @GreenRocSM presented confidently today on #Amitsoq, Europe's only and most advanced integrated #graphite project. Exciting times at pilot plant - purification line arrived this morning. Mill already working. Bulk samples in Europe + China. Pilot plant proof of 99.5% accelerates offtakers. Moving resource to Indicated also immediate focus.
📢 Today at 11AM BST / 12PM CET, we're hosting a live investor webinar with an update on Amitsoq and the EU-Greenland Partnership. CEO Stefan Bernstein will present and take questions live from shareholders. Register here👇 greenrocplc.com/webinars/yzj…
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UK listed @SavannahRes #SAV raises $40m at 5.5p to advance Mina Barroso hard rock #lithium project, Portugal to accelerate to construction in 2027. Shares range bound on for several years but as Europe's only large, advanced lithium project, may become t/o target.
Watch the latest #SavannahRes corporate presentation and investor Q&A session with Emanuel Proença (CEO) and Henrique Freire (CFO) talking through the key findings from the Definitive Feasibility Study on the #BarrosoLithiumProject piped.video/watch?v=gdTw-6Mm… #EnergyofBarroso
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Mining Investor and Geostrategic Affairs Observer retweeted
Rick Rule Says If You Aren’t In Mexico You Aren’t A Silver Investor piped.video/I0YYwV3oi7g?si=OLDr… via @YouTube 09-23-2026 Mining in Mexico, things your bank does not want you to know
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Mining Investor and Geostrategic Affairs Observer retweeted
Pitfield Product Development and Marketing Update: ✅Rutile pigment successfully produced from Pitfield’s titanium-rich weathered ores ✅Pitfield's ores are naturally low in deleterious elements, making the raw pigment produced in refining stage well suited as a feedstock for titanium sponge metal production ✅Empire is now targeting a refined and coated rutile pigment for the architectural coatings market, the largest single market sector for TiO2 pigment, consuming 2.3Mt annually, approximately 33% of global pigment production. Managing Director Shaun Bunn said: “The ability to use conventional process technologies to convert the titanium-rich minerals found within the in-situ weathered cap at Pitfield directly into high-value, rutile crystal pigments is an important technical milestone for the Company, and one that clearly sets Pitfield apart from the rest of the titanium industry.” “Having successfully developed a fully integrated processing flowsheet utilising beneficiation, leaching and refining processes to produce a high-grade rutile pigment product, the Company is now well placed to advance its product development work." 🔗empiremetals.com/investors/r… #EEE #Titanium #Rutile
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Volume @CaledonianPLC cap'd at £2.2m, coinciding with Aspire inking funding line, unlocking big bank White Label deals with 100,000s of customers - #CHP CEO received offer for £250m trade finance. +AlbaCo banking licence expected now. Shares spiked then dumped on CLN/ATM concerns but re-rate if team delivers on time.
Excellent interview flipping CHP shares +ive. Aspire CEO expects funding line <2 wks unlocking pending trade finance deals. Caledonian CEO, Jim McColl dropped in he'd received call offering up to £250m funding line and White Label deals with big banks offer mass, rapid scale. £2.2m mcap.
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Mining Investor and Geostrategic Affairs Observer retweeted
Via @miningcomau $SLM.AX has commenced diamond #drilling at its Campo Grande #Lithium Project in Brazil’s Araçuaí–Salinas Lithium Valley. #SLM aims to complete 5 drill holes for ~1,000m to test a prospective lithium-cesium-tantalum pegmatite system across a 500m corridor. loom.ly/UWwuWl4
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Mining Investor and Geostrategic Affairs Observer retweeted
Primary silver producers are extremely rare 🥈👇
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On 22 September, UK listed #tin #copper #tungsten #indium explorer @Rome_Resources #RMR appointed new/joint brokers, SP Angel and CREST, and the first signs of their mining credentials begin to surface with £123k share purchase at 21p. JVs, Bisie North geophysics and tin pilot mining developments.
📰 #RMR View from @VOXmarkets "Allenby’s unchanged 1.32p valuation highlights the potential leverage to further resource growth at Bisie North. Any progress towards a strategic partnership could materially advance the project’s development case." voxmarkets.com/articles/alle…
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Mining Investor and Geostrategic Affairs Observer retweeted
📢 We’ve received all assays from our 12,417m Ned’s Creek drilling program. Our focus is now finalising the maiden Mineral Resource Estimate, expected in the second half of October 2026. lodestarminerals.com.au/site… #ASX #LSR #Gold
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Mining Investor and Geostrategic Affairs Observer retweeted
Silver´s 45-year breakout is one of the most important breakouts in history. Since 10 years back, my minimum target is $370. Which might be raised later on. Rough yearly candle at present.
This is the very reason why silver is churning now. Because right here is the big breakout level using the yearly time frame. Huge resistance takes time to overcome, which is to be expected. One of the most significant breakouts in history is finally in the making. #silver
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Robert Friedland on Santa Cruz #copper project, US: "This is a super high-tech copper mine, very clean and going directly to 99.99% cathode copper. And as I've said several times, I doubt it will leave the state of Arizona. There are 1,400 defense companies in Arizona, screaming for this metal… We also run our own 100%-owned exploration efforts, and we are extremely confident that we'll have good news for our shareholders, and that's why starting this week, we're going to be talking about this Company."
Today was an important day for U.S. copper and the Santa Cruz Copper Project in Arizona. Ivanhoe Electric released the 2026 Preliminary Feasibility Study, confirming a high-grade, low-cost project with strong economics. Our Founder and Executive Chairman, Robert Friedland said: “This is a super high-tech copper mine, very clean and going directly to 99.99% cathode copper. And as I've said several times, I doubt it will leave the state of Arizona. There are 1,400 defense companies in Arizona, screaming for this metal… We also run our own 100%-owned exploration efforts, and we are extremely confident that we'll have good news for our shareholders, and that's why starting this week, we're going to be talking about this Company.” Learn more in today’s presentation: ivanhoeelectric.com/site/ass…
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Mining Investor and Geostrategic Affairs Observer retweeted
BREAKING: US M2 money supply jumped +$124.9 billion in August, to a record $23.34 trillion. This marks the 28th consecutive monthly increase, totaling +$2.61 trillion. YoY, M2 grew +5.7%, its largest YoY increase since June 2022. This marks a sharp acceleration from +2.0% YoY growth seen in August 2024. Meanwhile, since the 2020 pandemic, M2 money supply has surged +$7.85 trillion, equivalent to +$1.21 trillion on average per year, or +6.5% annualized growth. US money creation is picking up speed.
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Mining Investor and Geostrategic Affairs Observer retweeted
A domestic lithium supply is essential for national security and we are bringing production HOME! Thank you @FoxNews Correspondent @Max_Gorden for visiting @ThackerPass and interviewing LAC's President and CEO Jonathan Evans. $LAC #criticalminerals #lithium #Nevada
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Mining Investor and Geostrategic Affairs Observer retweeted
🚨 THIS IS NOT LOOKING GOOD. Entire US bond yield curve is going parabolic. US01Y is at a 25-month high US02Y is at a 28-month high US05Y is at a 19-year high US10Y is at a 19-year high US20Y is also at a 22-year high US30Y is at a 19-year high Higher yields across the board mean higher borrowing costs for the government, businesses, and consumers, and that's bad news for both the economy and stocks.
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MIDTERMS, ESCALATION: Trump is following policy written in 1996 by US neocons for Netanyahu to create "Greater Israel" and thus support US hegemony. It required destroying 7 countries supportive of Palestinians and UN 2-state solution. His predecessors simply sounded different but were equally thuggish. The reality is, the US reneges on any deal. Libya, Iraq, Russia, China and Iran already knows this. Iran will not give up leverage on SoH and compromise national security, hence Trump is effectively admitting to massive escalation as soon as he's through the midterms.
Aaron Rupar
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Mining Investor and Geostrategic Affairs Observer retweeted
📰 #RMR View from @VOXmarkets "Allenby’s unchanged 1.32p valuation highlights the potential leverage to further resource growth at Bisie North. Any progress towards a strategic partnership could materially advance the project’s development case." voxmarkets.com/articles/alle…
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Allenby's note suggested @Rome_Resources #RMR to drill Kalayi further pre JV with nearby Alphamin, inconsistent with CEO comments. #Tin prospectivity case already proven. Aim now to rapidly drill extensions + expand MRE. Mont Agoma #copper gaining interest from Asia, which certainly needs a partner and may include Zijn, active in DRC. Awaiting exploration updates out of New Brunswick, Canada, and much anticipated geophysics over Bisie North.
📰 #RMR View from @VOXmarkets "Allenby’s unchanged 1.32p valuation highlights the potential leverage to further resource growth at Bisie North. Any progress towards a strategic partnership could materially advance the project’s development case." voxmarkets.com/articles/alle…
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