Yux
@2yux.bsky.social
Full time investor, landlord and maintenance worker... with dubious humor.
Commodity investing. Royalty companies are holdings, low capital returning producers are trades.
Commodity investing. Royalty companies are holdings, low capital returning producers are trades.
Reposted by Yux
Japan's cabinet announces $135 billion stimulus package: NHK
Japan's cabinet announces $135 billion stimulus package: NHK
The package is based on three pillars: addressing rising prices, achieving a strong economy, and strengthening defense and diplomatic capabilities.
cnb.cx
November 21, 2025 at 4:42 AM
Japan's cabinet announces $135 billion stimulus package: NHK
#WPM
"Wheaton delivered a strong start to 2025, with our core assets exceeding production expectations and driving record quarterly revenue, adjusted net earnings, and operating cash flow"
t.co/EN50OyLax2
"Wheaton delivered a strong start to 2025, with our core assets exceeding production expectations and driving record quarterly revenue, adjusted net earnings, and operating cash flow"
t.co/EN50OyLax2
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1009-tsx/wpm/179833-wheaton-precious-metals-announces-record-revenue-adjusted-net-earnings-and-operating-cash-flow-for-the-first-qu...
t.co
May 9, 2025 at 8:57 AM
#WPM
"Wheaton delivered a strong start to 2025, with our core assets exceeding production expectations and driving record quarterly revenue, adjusted net earnings, and operating cash flow"
t.co/EN50OyLax2
"Wheaton delivered a strong start to 2025, with our core assets exceeding production expectations and driving record quarterly revenue, adjusted net earnings, and operating cash flow"
t.co/EN50OyLax2
#LUN.to with an ok quarter. Debt has been drawn down. Now needs to accumulate capital for coming CAPEX spending.
t.co/2xZnVkg9ns
t.co/2xZnVkg9ns
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/377-tsx/lun/179730-lundin-mining-first-quarter-2025-results.html
t.co
May 8, 2025 at 8:42 AM
#LUN.to with an ok quarter. Debt has been drawn down. Now needs to accumulate capital for coming CAPEX spending.
t.co/2xZnVkg9ns
t.co/2xZnVkg9ns
EQX with another bad news NR. Ramp up isn't going up. Costs are.
t.co/ynLSnotfh5
t.co/ynLSnotfh5
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/1158-tsx/eqx/179745-equinox-gold-reports-first-quarter-2025-financial-and-operating-results.html
t.co
May 8, 2025 at 8:39 AM
EQX with another bad news NR. Ramp up isn't going up. Costs are.
t.co/ynLSnotfh5
t.co/ynLSnotfh5
EV charging speed hurdle now R&D'ed away.
13C charge. The charging peaks at around 2.5km/s at room temperature for a 800km battery.
youtu.be/J6gaDQL64AY
13C charge. The charging peaks at around 2.5km/s at room temperature for a 800km battery.
youtu.be/J6gaDQL64AY
CATL TECH DAY 2025
YouTube video by CATL
youtu.be
April 21, 2025 at 12:00 PM
EV charging speed hurdle now R&D'ed away.
13C charge. The charging peaks at around 2.5km/s at room temperature for a 800km battery.
youtu.be/J6gaDQL64AY
13C charge. The charging peaks at around 2.5km/s at room temperature for a 800km battery.
youtu.be/J6gaDQL64AY
MAGA discover EVs actually are real.
March 15, 2025 at 2:11 PM
MAGA discover EVs actually are real.
Gold >$3,000
A psychological level, so could take a while to actually clear this level.
A psychological level, so could take a while to actually clear this level.
Safe-haven gold clears $3,000 for the first time - www.reuters.com/markets/comm... called it 6 months ago. Will go higher.
Safe-haven gold clears $3,000 for the first time
Gold pierced through the psychological milestone of $3,000 an ounce on Friday for the first time, building on an historic rally as trade tensions and U.S. rate cut bets supercharge its appeal as a safe haven asset.
www.reuters.com
March 14, 2025 at 11:17 AM
Gold >$3,000
A psychological level, so could take a while to actually clear this level.
A psychological level, so could take a while to actually clear this level.
#DPM.to Renews NCIB for up yo 15m shares (9.8%) of float.
Under the old NCIB 11m shares were bought at an average price of C$13.51 (current share price C$17.96)
golddiscovery.com/legacy/user/...
Under the old NCIB 11m shares were bought at an average price of C$13.51 (current share price C$17.96)
golddiscovery.com/legacy/user/...
Dundee Precious Metals Announces Renewal of Normal Course Issuer Bid - GoldDiscovery.com
Dundee Precious Metals Announces Renewal of Normal Course Issuer Bid TORONTO, March 14, 2025 (GLOBE NEWSWIRE) -- Dundee Precious Metals Inc. (TSX: DPM - GoldDiscovery.com
golddiscovery.com
March 14, 2025 at 11:11 AM
#DPM.to Renews NCIB for up yo 15m shares (9.8%) of float.
Under the old NCIB 11m shares were bought at an average price of C$13.51 (current share price C$17.96)
golddiscovery.com/legacy/user/...
Under the old NCIB 11m shares were bought at an average price of C$13.51 (current share price C$17.96)
golddiscovery.com/legacy/user/...
#WPM YE has been a strong year, producing above guidance. Guidance for 2025 increased ~10%.
Prod. 635,007 GEOs
Revenue $1,285m
Income $529m, $ 1.167/s; adj. 640m, $ 1.412/s
OCF $1028m
Avg. cost $436
Margin $1,977
Cash $818m
Dividend Q $0.155 (0.21%)
Prod. 635,007 GEOs
Revenue $1,285m
Income $529m, $ 1.167/s; adj. 640m, $ 1.412/s
OCF $1028m
Avg. cost $436
Margin $1,977
Cash $818m
Dividend Q $0.155 (0.21%)
March 14, 2025 at 11:00 AM
#WPM YE has been a strong year, producing above guidance. Guidance for 2025 increased ~10%.
Prod. 635,007 GEOs
Revenue $1,285m
Income $529m, $ 1.167/s; adj. 640m, $ 1.412/s
OCF $1028m
Avg. cost $436
Margin $1,977
Cash $818m
Dividend Q $0.155 (0.21%)
Prod. 635,007 GEOs
Revenue $1,285m
Income $529m, $ 1.167/s; adj. 640m, $ 1.412/s
OCF $1028m
Avg. cost $436
Margin $1,977
Cash $818m
Dividend Q $0.155 (0.21%)
#AFM.v Temporarily ceases mining operations due to proximity of M23.
golddiscovery.com/legacy/user/...
golddiscovery.com/legacy/user/...
ALPHAMIN TEMPORARILY CEASES MINING OPERATIONS - GoldDiscovery.com
ALPHAMIN TEMPORARILY CEASES MINING OPERATIONS GRAND BAIE, MAURITIUS, March 13, 2025 (GLOBE NEWSWIRE) -- Alphamin Resources Corp. (AFM:TSXV, APH:JSE AltX) (t - GoldDiscovery.com
golddiscovery.com
March 13, 2025 at 1:27 PM
#AFM.v Temporarily ceases mining operations due to proximity of M23.
golddiscovery.com/legacy/user/...
golddiscovery.com/legacy/user/...
#MAI.v Stong Copperstone PEA thanks to preexisting infrastructure.
NPV5 $66m
IRR 54%
Payback 1.7y
Capex $36m
Sustaining $52m
LoM AISC $1,259
LoM 6y (PEA weak point. no info on potential optionality)
NPV5 $66m
IRR 54%
Payback 1.7y
Capex $36m
Sustaining $52m
LoM AISC $1,259
LoM 6y (PEA weak point. no info on potential optionality)
March 12, 2025 at 2:15 PM
#MAI.v Stong Copperstone PEA thanks to preexisting infrastructure.
NPV5 $66m
IRR 54%
Payback 1.7y
Capex $36m
Sustaining $52m
LoM AISC $1,259
LoM 6y (PEA weak point. no info on potential optionality)
NPV5 $66m
IRR 54%
Payback 1.7y
Capex $36m
Sustaining $52m
LoM AISC $1,259
LoM 6y (PEA weak point. no info on potential optionality)
Trump is so one dimensional when screaming about deficit in good trades. Ignoring services, ignoring investments.
US NIIP stands at -80% (that is international investment is 80% of GDP). The investment flight could become epic.
US NIIP stands at -80% (that is international investment is 80% of GDP). The investment flight could become epic.
March 11, 2025 at 3:12 PM
Trump is so one dimensional when screaming about deficit in good trades. Ignoring services, ignoring investments.
US NIIP stands at -80% (that is international investment is 80% of GDP). The investment flight could become epic.
US NIIP stands at -80% (that is international investment is 80% of GDP). The investment flight could become epic.
#EXK YE Going forward, it's about Terronera.
Prod. 7.6 Moz Ag-Eq.
Revenue $218m
Income $-32m, $ -0.13/s; adj. 8m, $ 0.03/s
EBITDA $53m
OCF $27m
AISC $23.88 Ag
Cash $106m
Liabilities $79m
Prod. 7.6 Moz Ag-Eq.
Revenue $218m
Income $-32m, $ -0.13/s; adj. 8m, $ 0.03/s
EBITDA $53m
OCF $27m
AISC $23.88 Ag
Cash $106m
Liabilities $79m
March 11, 2025 at 1:05 PM
#EXK YE Going forward, it's about Terronera.
Prod. 7.6 Moz Ag-Eq.
Revenue $218m
Income $-32m, $ -0.13/s; adj. 8m, $ 0.03/s
EBITDA $53m
OCF $27m
AISC $23.88 Ag
Cash $106m
Liabilities $79m
Prod. 7.6 Moz Ag-Eq.
Revenue $218m
Income $-32m, $ -0.13/s; adj. 8m, $ 0.03/s
EBITDA $53m
OCF $27m
AISC $23.88 Ag
Cash $106m
Liabilities $79m
Checks and balances kicking in. What happens next is pivotal.
New: The US Supreme Court refused to bolster President Donald Trump’s foreign-aid freeze
Supreme Court Rejects Trump on USAID Foreign-Aid Freeze
The US Supreme Court refused to bolster President Donald Trump’s foreign-aid freeze, reinstating a lower court order that requires the quick disbursement of as much as $2 billion owed to contractors f...
www.bloomberg.com
March 5, 2025 at 2:27 PM
Checks and balances kicking in. What happens next is pivotal.
#TFPM
buys Ag and Au streams for $35m. Expected to return 5-6k GEOs per annum for 10y LoM at a cost of 10% spot.
t.co/qbUOSY2GOZ
buys Ag and Au streams for $35m. Expected to return 5-6k GEOs per annum for 10y LoM at a cost of 10% spot.
t.co/qbUOSY2GOZ
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2989-tsx/tfpm/176419-triple-flag-acquires-silver-and-gold-streams-on-arcata-and-azuca.html
t.co
March 5, 2025 at 2:14 PM
#TFPM
buys Ag and Au streams for $35m. Expected to return 5-6k GEOs per annum for 10y LoM at a cost of 10% spot.
t.co/qbUOSY2GOZ
buys Ag and Au streams for $35m. Expected to return 5-6k GEOs per annum for 10y LoM at a cost of 10% spot.
t.co/qbUOSY2GOZ
Copper now trading above $4.75
March 5, 2025 at 1:30 PM
Copper now trading above $4.75
Testing my way on Bluesky. Works great, in some ways it is even superior, except for one minor detail. It is still missing the actual product of XTwitter. The people I need to succeed.
So here a shoutout to any mining and junior mining investing accounts around for some #Minsky moments.
So here a shoutout to any mining and junior mining investing accounts around for some #Minsky moments.
November 23, 2024 at 4:36 PM
Testing my way on Bluesky. Works great, in some ways it is even superior, except for one minor detail. It is still missing the actual product of XTwitter. The people I need to succeed.
So here a shoutout to any mining and junior mining investing accounts around for some #Minsky moments.
So here a shoutout to any mining and junior mining investing accounts around for some #Minsky moments.