Loves shares, hates sharing. Never financial advice, always confirmation bias. @calderahouse
Sydney, New South Wales
Joined February 2017
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Gigi Penna retweeted
.@moneyofminepod asked ARI Resources Fund’s Stephen Gorenstein what he’d been itching to buy.
First name out: Castle Minerals, now @TerraNovaMetals.
“That’s one that we think might have some legs.”
Full interview: youtube.com/watch?v=QUNYgON8… $TNM $TNM.ax $MPK $MPK.ax
Gigi Penna retweeted
Which mining jurisdiction has delivered the best metals exploration results in 2026?
Gigi Penna retweeted
When you ask if they have coke zero sugar and they say no but they do have Diet Coke and you say that’s fine but really it’s not fine.
The interactive map is mint.
One week until Nevada Mining Day.
One jurisdiction, one afternoon at the Opera House.
Want to learn more? calderahouse.com.au/nevada
Gigi Penna retweeted
Lithium price +50% in SIX WEEKS?
Ken Hoffman sees the potential for a sharp price reversal as Chinese battery demand surges and inventories decline.
Howard is joined by Ken, Jesse Edmondson of @StandardLithium and Gary Stanley (Former @CommerceGov) to discuss lithium's next move - and whether bipartisan industrial policy could help fuel another leg of the critical minerals Supercycle.
(00:00:00) Election Edition Panel Kickoff
(00:02:40) Why Ken Expects Lithium Prices to Rebound
(00:09:04) Why Lithium Prices Stay So Volatile
(00:12:02) Ken's Cautious Copper Outlook
(00:13:31) Panelists Introductions and Election Views
(00:20:54) Lame-Duck Permitting Bill and Bipartisan Hopes
(00:30:36) DOE Battery Strategy Signals a Policy Shift
(00:36:04) 45X Tax Credit and Possible Extension
(00:41:57) Data Centers Could Drive Domestic Batteries
(00:49:45) Secure Minerals Act and a Strategic Reserve
(00:57:23) Big Tech, Robots and EV Battery Demand
(01:06:37) LFP, DLE and the Smackover Opportunity
(01:13:09) Canada, USMCA and Trump's Legacy
Gigi Penna retweeted
Thanks @RhoMoIola for this insight!
CATL has used sodium as a bogeyman to scare the #lithium price down for the whole of this year, and it's great to have some hard data.
10GWh / 2,700GWh market = 0.37% market share
In 2030, even assuming sodium can 30x, 300GWh out of a 6500GWh market = 4.6%..
Keep calm and invest on...
Sodium-ion has a pipeline problem.
~10 GWh of sodium-ion BESS projects are in development, almost all in China. The total battery pipeline is ~3.5 TWh.
Over 1 GWh of those projects was cancelled this year, roughly a 10% cancellation rate, and developers switched to lithium-ion. Near-term expectations are down, even as the long-term view edges up.
Iola Hughes (Head of Research, Benchmark Mineral Intelligence) also covers the end of a single global battery price, China's cell overcapacity, US policy noise and Eastern Europe's storage boom in the full episode of Transmission.
#SodiumIon #EnergyStorage #BESS #Batteries
Gigi Penna retweeted
.@moneyofminepod asked ARI Resources Fund’s Stephen Gorenstein what he’d been itching to buy.
First name out: Castle Minerals, now @TerraNovaMetals.
“That’s one that we think might have some legs.”
Full interview: youtube.com/watch?v=QUNYgON8… $TNM $TNM.ax $MPK $MPK.ax
Stephen Gorenstein Investment Manager and MD of the Ari Fund, on @BenzMining from 35 mins.
He gets it.
$BNZ $BNZ.ax
youtube.com/watch?v=QUNYgON8…
No crying in the Caldera casino.
A few months ago we sent a cold email to the Nevada Government, and they came back.
So next Thursday 19 Nov, the Nevada Division of Minerals opens the Nevada Mining Day at the Sydney Opera House, followed by 8 companies I'm very proud to have in the room:
$EQR + $MOON on Springer Tungsten Complex
$ITR.NE
#49M $VKA
$INR
#M79
#AT4
Short pitches then a handpicked host for Q&A. As well as $PEC and $ADC to meet and mingle.
There will be surprises. There will be prizes. There will be a casino.
This is more like it @MineralsCouncil!!!
mining.com/australian-miners…
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