𝙔∪𝕏²

Huh?! To avoid interference between systems, consultancy or implementation of speed limits?🤨 Bloomberg: Putin said Russia is in contact with Musk as it begins deploying its domestic Rassvet satellite network, designed as an alternative to SpaceX’s Starlink.

$ARG.TO Q3 ... and chill. Income metrics up costs down. prod. 17m lbs despite rain Income $23m OCF $31m FCF $28m EBITDA $48m Cash costs $1.55/lb (lower costs driven by Mo by-product credits and decrease in lime costs) Cash $50m Dividend $0.04

$FNV interview 👍 youtu.be/L-MAxo7S01Y

$RGLD Q3 prel. 👍 74,700 GEOs growing nicely ~+5k from Q2 $250m debt repaid (and lots of firepower) Buyback 190,045 shares @ $259.83 ($49m)

$ALS.TO Q3 quick recap: Base metals 3%⬇️ Potash 18%⬇️ Lithium 17%⬇️ Iron ore 6%➡️ Electricity 52%⬆️⬆️⬆️🆙 Interest 4%➡️

$BRVO.v buying Canaã Copper mineral project in line In with a strategy to build a copper-gold pipeline, with the hope of expanding further across Carajás. It is ambitious, hope they can cope. No amount outlined except that it is in fully in cash.

$TIN.l the old hot cousin $CUSN not aging so well. Economic dire straits can do that to you. Risk of not surviving a tricky financing has sent the stock tumbling -40% before circuit breaker. (I am not in the stock anymore, hope none of you are either)

Spoke with a fuel importer today and asked him about the Russian diesel exports. He just laughed and called it a simple political stunt they were totally ignoring.🤷

$ALS.TO TNR Gold $1.7m investment (nothing new) Centauri Minerals seed financing prior to IPO Gilpas Resources (private explorerco) 5% shareholding

$EVR.CN buying 5 royalties and 2 royalty grant rights for ~$6.2m in cash and shares, to gain long term optionality in the Gaspé copper district.

Anyone else having trouble with @tradingview today? (not quite sure if it isn't working or if they are holding my charts hostage unless I upgrade).🤷

For anyone who wants to listen in on the Nordic Funds & Mines Conference: nordicfundsandmines.com/

Lol. $RM.TO is trading at a premium to the M&A deal. People hoping for a bidding war? With whom? 😁

$OGN.v selling Slaughterhouse Iron-Oxide-Copper-Gold project in Wyoming to Seabridge Gold. Terms: Cash $300k Milestone payments (up to) $2.55m 2.5% NSR on Slaughterhouse (subject to 0.5% reduction for $5m) and a "0.5% to 1%" NSR on surrounding areas.

$ARG.TO Q3 prel. production lowered due to rain, but still ahead of YE plan. Cash cost also below guidance. Prod. 17m lbs Cu, 0.4m lbs Mo Cash $50m Previously declared performance dividend C$0.21

$EQX Q3 prel. sorta following post Orla merger guidance. Prod. 237,019 $190m repaid debt Cash $527m (now net cash positive) Buybacks 759,000 shares (~$9m) The strategic merger with Orla may not have carried a lot of synergies, but the company finances do look prettier.

M&A! Was half expecting $SSRM to rush into some deal with their large cash pile after retreating from Türkiye. But, this is more long term thinking and actually seems to make quite a bit of sense.

Precedence. I am now going to be announcing a couple of juicy new M&A deals with large premiums in my account!

Russia can do the very modest November numbers, but further out, Ukraine needs to stop disrupting refining and they need to be able to import kit for repairs... which is of course the whole point of the exercise from Russia's part. Art of the deal.