Pipes Feed Preview: MasterMetals & MasterMetals Tweets

  1. $NGEX.TO Drills 53.50m @ 7.79% CuEq, 75.45m @ 4.95% CuEq, & 15.25m @ 16.56% CuEq at Lunahuasi

    Wed, 19 Feb 2025 14:15:00 -0000

    Some more excellent results from $NGEX.

    DPDH028 (53.5m @7.79% CuEq) and DPDH029 (157m @ 2.16%CuEq) are large step-outs from previously intercepted mineralization.
    DPDH028 is deeper and to the west of all previous holes and is open in all directions.

    Drilling to date has now encountered mineralization over a minimum north-south extent of just over 1km from DPDH025 in the north to DPDH029 in the south, a minimum vertical extent of just over 1km and a minimum east-west extent of also just over 1km.—That's a lot of Rock—and Copper! 🪨
  2. To those who say you can’t have too much of a good thing…meet Cobalt

    Tue, 25 Feb 2025 16:17:00 -0000

    DRC suspends cobalt exports for four months trying to rein in oversupply on the international market, as prices crash below $10/lb. Cobalt hydroxide, main form of the metal produced in Congo, slid below $6/lb.—levels not breached for 21 years,apart from a brief dip in late 2015, according to Fastmarkets data.

    Cobalt production in the DRC– which produces about 75% of the material used in electric-vehicle batteries – has soared in recent years, as China's CMOC Group Ltd. ramped up output at two large mines in the country causing supply to race ahead of demand and prices to tumble. 

    About two-thirds of global cobalt mine supply is owned by companies from China, which accounted for an equivalent share of cobalt demand last year, according to specialist trading house Darton Commodities.
  3. $3000 Gold

    Wed, 19 Mar 2025 01:55:00 -0000

    Gold’s outperformance continues unabated. It took some time, but we’re finally here!
    It would be healthy to see it consolidate at these levels before racing further ahead—but a bull is hard to tame

    ____________________________________________________
    MasterMetals
    @MasterMetals

  4. Gold rally finally attracts investors back to mining stocks after months of outflows

    Tue, 25 Mar 2025 23:06:00 -0000


    According to LSEG Lipper data, funds investing in physical gold and gold derivatives attracted a net $17.8 billion in 2024, the highest in five years, while funds investing in gold miners lost a net $4.6 billion, the most in a decade. 


    Gold mining Funds saw their first net monthly inflow in six months in March, attracting $555.3 million, the highest since November 2023, according to Lipper data.


    The Gold ETF's have seen continued interest all around the world:


    Global Inflows: Gold ETFs have seen significant inflows in 2025, with a total of

  5. Niche “Strategic” Minerals Surging in Price as Defense Spending Booms & Shortages Loom

    Mon, 31 Mar 2025 23:55:00 -0000




    Hafnium which you’ve probably never heard of— went up 7X in 16 months!

    Antimony’s price has jumped ~+375% since start of 2024

    Rhenium~+100% YOY
  6. Gold Just Had Its Best Day Since 2023

    Thu, 10 Apr 2025 02:51:00 -0000

    Gold Just Had Its Best Day Since 2023

    Market Updates

    News

    Gold prices, which had tumbled from record highs over the past week, reversed course and rose roughly 3% today, the biggest percentage jump since October 2023.

    Spot gold was up 3.4% at $3,085.50/ounce. At $88.10 a troy ounce, gold futures' daily gain was the precious metal's largest in dollar terms since March 24, 2020, when markets were being convulsed by Covid lockdown orders and investors were fleeing into the haven asset.

    Today's move came amid a bond market rout overnight and in the morning, followed by a historic surge in stock prices in the afternoon after President Trump’s reversal authorizing a 90-day pause on new tariffs for many countries—except for China which got hit with a 125% rate, effective immediately.

    Silver gained 3.1% to $30.80/oz., Platinum slipped 1.2% to $931.87, and Palladium was up 1.9% at $923.75

    Shares of top miners Newmont NEM and Barrick Gold ABX up ~8% and 4.9%, respectively

    U.S.-listed shares of South African miners: Gold Fields GFI up 7.5%, AngloGold Ashanti AU rises 8.9%, Harmony Gold HAR jumps 13.8% and Sibanye Stillwater SW.N> soars nearly 19%

    Shares of Canadian miners: Kinross Gold K and Agnico Eagle Mines AEM up 7.6% and 4.5%, respectively.

    ____________________________________________________

    MasterMetals

    @MasterMetals

  7. Gold Miners (Finally) Performing

    Tue, 15 Apr 2025 03:15:00 -0000


    The largest gold miners (+2 Million oz./yr.) have been having a stellar year as Gold rallies to new highs.


    As usual, the most levered companies, $AU & $GFI, have been the out-performers.


    Barrick $GOLD still underperforming

  8. Trump & Metals

    Wed, 16 Apr 2025 01:48:00 -0000


    It’s been three weeks since President Trump announced his Immediate Measures to Increase American Mineral Production 

    Today he issued an Executive Order dealing specifically with Critical Metals.

    The EO instructs the Secretary of Commerce to launch an “investigation into the national security risks posed by U.S. reliance on imported processed critical minerals and their derivative products.”

    The investigation will “assess vulnerabilities in supply chains, the economic impact of foreign market distortions, and potential trade remedies to ensure a secure and sustainable domestic supply of these essential materials.”

    A report will then be issued “detailing risks and providing recommendations to strengthen domestic production, reduce dependence on foreign suppliers, and enhance economic and national security.” The President will then determine if (additional) tariffs are imposed.

    No specific due date given this time…

    MasterMetals

    @MasterMetals


  9. $BHP - Q3 2025 Activities Report

    Thu, 17 Apr 2025 16:10:00 -0000


    Copper production: 1.5MM T, +10%, Escondida +20%
    Iron Ore production unchanged

    It's been a rough year for BHP, like all base metal miners, let's see if fortunes change…

    CEO expects "limited direct impact of tariffs" but 
  10. @TheWealthMiner 😂😂

    Mon, 28 Apr 2025 12:48:00 -0000

    <blockquote class="twitter-tweet"> <p lang="qme" dir="ltr" xml:lang="qme">@TheWealthMiner 😂😂</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1916836471253745747">Apr 28, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 28, 2025 at 02:46PM<br /> https://twitter.com/MasterMetals/status/1916836471253745747
  11. Short Term Top? https://bit.ly/42x6VqX

    Mon, 28 Apr 2025 13:08:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">Short Term Top? https://bit.ly/42x6VqX</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1916841067950854515">Apr 28, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 28, 2025 at 03:04PM<br /> https://twitter.com/MasterMetals/status/1916841067950854515
  12. $GTWO.TO G2 Goldfields Continues to Expand New Surface Gold Discovery; Provides Exploration Update - 41m @ 1.2 g/t Au - 50m @ 1.1 g/t Au https://bit.ly/4lLykNz https://bit.ly/4jxjOaC

    Mon, 28 Apr 2025 13:18:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">$GTWO.TO G2 Goldfields Continues to Expand New Surface Gold Discovery; Provides Exploration Update - 41m @ 1.2 g/t Au - 50m @ 1.1 g/t Au https://bit.ly/4lLykNz https://bit.ly/4jxjOaC</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1916843621866672572">Apr 28, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 28, 2025 at 03:15PM<br /> https://twitter.com/MasterMetals/status/1916843621866672572
  13. $CTGO https://bit.ly/3RDhXVq

    Mon, 28 Apr 2025 13:23:00 -0000

    <blockquote class="twitter-tweet"> <p lang="qct" dir="ltr" xml:lang="qct">$CTGO https://bit.ly/3RDhXVq</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1916844969995751826">Apr 28, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 28, 2025 at 03:20PM<br /> https://twitter.com/MasterMetals/status/1916844969995751826
  14. @Mark_IKN Great use of funds!

    Tue, 29 Apr 2025 14:23:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">@Mark_IKN Great use of funds!</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1917222688852005223">Apr 29, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 29, 2025 at 04:21PM<br /> https://twitter.com/MasterMetals/status/1917222688852005223
  15. $AYA.TO Things ain’t getting any better… https://bit.ly/4cTirQZ https://bit.ly/3SawesL

    Tue, 29 Apr 2025 18:23:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">$AYA.TO Things ain’t getting any better… https://bit.ly/4cTirQZ https://bit.ly/3SawesL</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1917282807451210203">Apr 29, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 29, 2025 at 08:20PM<br /> https://twitter.com/MasterMetals/status/1917282807451210203
  16. #Silver: iShares Silver Trust $SLV DOWN 1.1593%! Last at $29.84 on April 29, 2025 at 02:00AM. https://bit.ly/2uOmXzN https://bit.ly/3Etyrg0

    Tue, 29 Apr 2025 21:33:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">#Silver: iShares Silver Trust $SLV DOWN 1.1593%! Last at $29.84 on April 29, 2025 at 02:00AM. https://bit.ly/2uOmXzN https://bit.ly/3Etyrg0</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1917330092759318863">Apr 29, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 29, 2025 at 11:28PM<br /> https://twitter.com/MasterMetals/status/1917330092759318863
  17. @RealRickRule I think this should be done across the board!

    Tue, 29 Apr 2025 22:13:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">@RealRickRule I think this should be done across the board!</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1917340475834376645">Apr 29, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 30, 2025 at 12:09AM<br /> https://twitter.com/MasterMetals/status/1917340475834376645
  18. @TheWealthMiner I'd say the market is getting the gist of it... $AYA.TO https://bit.ly/3YOWigL

    Wed, 30 Apr 2025 00:43:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">@TheWealthMiner I'd say the market is getting the gist of it... $AYA.TO https://bit.ly/3YOWigL</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1917378392065822944">Apr 30, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 30, 2025 at 02:40AM<br /> https://twitter.com/MasterMetals/status/1917378392065822944
  19. @J_Wise_geology @MartianCopper Gu'on

    Wed, 30 Apr 2025 00:48:00 -0000

    <blockquote class="twitter-tweet"> <p lang="eu" dir="ltr" xml:lang="eu">@J_Wise_geology @MartianCopper Gu'on</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1917379465589465541">Apr 30, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> April 30, 2025 at 02:44AM<br /> https://twitter.com/MasterMetals/status/1917379465589465541