Paola Rojas 🐝 — Gina Rinehart made some unusual moves as per her latest 13F filing, for this year's Q1.
For clarity, this relates to Hancock Prospecting's $3.3 billion US stock portfolio.
Exposu…↗
May 13
Vulture trades 🦅 — $HBM 1.40 from 1.05 these are moving nicely https://t.co/OvWRwzX2uU↗
Keyser Soze — The $HBM purchase last week of $ASCU.TO for ~$1.5 billion supports my valuation contentions below & implies per share values for $DBG.V / $DBLVF of ~USD $13+ / ~CAD $18+. Ask a…↗
Mar 6
Keyser Soze — @giannmi @onlyfinance99 @kimsin6 @contrarian8888 The deposit is open in all directions. We are awaiting assay results from step outs that already got drilled that all hit mineraliz…↗
February 2026 · 2 mentions
Feb 25
Black Panther Capital — While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers.
The demand for copper is set to 6x.
Copper stocks to watch:
> $SCCO
>…↗
Feb 3
Paola Rojas 🐝 — 📝 $CS shares are up ~13% YTD, underperforming peers like $ERO, $HBM and $TKO, likely due to ongoing disruption at their Mantoverde copper-gold mine in northern Chile.
This weeke…↗
January 2026 · 2 mentions
Jan 25
Mike Investing — Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay…↗
Jan 15
InvestmentGuru — Critical Minerals Stocks to Watch as Supply Chains Go Strategic.
Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX
G…↗