🇨🇭 Global One SI - Prompt
$ONDS 🤯 Ondas now have a drone mothership that can carry up to TEN drones that have swarm capabilities and can travel 120kmh! I’m in awe of this company. Beyond incredible resupply, endurance, and missile/javelin capabilities, the Blue UAS-certified DT…
Ondas strengthens its systems of systems architecture through its agreement to acquire Rotron Aero, expanding long-range autonomy, propulsion integration, and scalable autonomous platform capabilities. $ONDS
🔔 $XTPT
American #Antimony is advancing ALS-led flotation testing on MTA samples from our Bernice Canyon Project in Nevada — and the early data speaks for itself.
▪ Initial head grades exceed 30% Sb
▪ Ranks among the highest antimony head grades evaluated globally
▪ Focused on producing high-grade, U.S.-sourced stibnite concentrates
These are raw-stage head grades, and the metallurgy program is now focused on converting this exceptional material into commercial-grade concentrates.
This is about building a secure, clean, large domestic antimony supply — step by step. 🇺🇸
#Antimony #CriticalMinerals #USMining #SupplyChainSecurity #Metallurgy
American #Antimony is advancing ALS-led flotation testing on MTA samples from our Bernice Canyon Project in Nevada — and the early data speaks for itself.
▪ Initial head grades exceed 30% Sb
▪ Ranks among the highest antimony head grades evaluated globally
▪ Focused on producing high-grade, U.S.-sourced stibnite concentrates
These are raw-stage head grades, and the metallurgy program is now focused on converting this exceptional material into commercial-grade concentrates.
This is about building a secure, clean, large domestic antimony supply — step by step. 🇺🇸
#Antimony #CriticalMinerals #USMining #SupplyChainSecurity #Metallurgy
✍1
Media is too big
VIEW IN TELEGRAM
$ONDS
Ondas will be the next neoprime.
They’re perfectly procuring one of the most comprehensive and exciting portfolios that I’ve ever seen for a defence company, and it all works under one unified system⬇️
_____
Optimus - Fully autonomous Intelligence, Surveillance and Recon (ISR) drone-in-a-box
Iron Drone Raider - Fully autonomous Counter-UAS, hard-kill interceptor
Sentrycs - Cyber-over-RF CUAS, soft-kill solution that combines with Iron Drone for maximum security
RoboTeam - Unmanned Ground Vehicles (UGV’s) for EOD, ISR, route clearance and combat. Can be paired with Iron Drone
Apeiro Motion - Lightweight UGVs and quadrupedal robots, tethered UAV systems and fibre-optic spools
4M Defense - Smart demining, terrestrial/subsurface robotics, and AI-powered land intelligence platforms for detecting/clearing landmines, IEDs, UXOs, and hazards
Smart Precision Optics - Advanced electro-optics manufacturing, including high-precision optical components, coatings, processing, and assemblies for defense applications
Rotron Aerospace - Long-endurance UAVs for ISR, missiles, mothership and weapon restocks. Autonomous strike effectors and swarm drones
Insane diversity and synergy.
Ondas will be the next neoprime.
They’re perfectly procuring one of the most comprehensive and exciting portfolios that I’ve ever seen for a defence company, and it all works under one unified system⬇️
_____
Optimus - Fully autonomous Intelligence, Surveillance and Recon (ISR) drone-in-a-box
Iron Drone Raider - Fully autonomous Counter-UAS, hard-kill interceptor
Sentrycs - Cyber-over-RF CUAS, soft-kill solution that combines with Iron Drone for maximum security
RoboTeam - Unmanned Ground Vehicles (UGV’s) for EOD, ISR, route clearance and combat. Can be paired with Iron Drone
Apeiro Motion - Lightweight UGVs and quadrupedal robots, tethered UAV systems and fibre-optic spools
4M Defense - Smart demining, terrestrial/subsurface robotics, and AI-powered land intelligence platforms for detecting/clearing landmines, IEDs, UXOs, and hazards
Smart Precision Optics - Advanced electro-optics manufacturing, including high-precision optical components, coatings, processing, and assemblies for defense applications
Rotron Aerospace - Long-endurance UAVs for ISR, missiles, mothership and weapon restocks. Autonomous strike effectors and swarm drones
Insane diversity and synergy.
✍1
🚨Citi Close To Winning Lead Advisory Role on Glencore's $260 Billion Merger with Rio Tinto 🏆
Swiss mining giant #Glencore is reportedly close to appointing #Citi as the lead investment bank for its potential merger with Rio Tinto.
The proposed all-share transaction would create the world's largest #miner, with an enterprise value exceeding $260 billion.
The deal would establish the world's largest #Copper company, controlling 7% of global mined copper supply at a time when AI and the #energy transition are driving massive demand for the metal.
Citi previously led Glencore's 2011 IPO and advised on its more recent deal with Teck Resources Limited.
Total advisory fees on a deal of this size would generate in excess of $100 million.
On the sell side, Rio Tinto has selected J.P. Morgan, Evercore and Macquarie Group as its advisors.
#MiningStocks
Swiss mining giant #Glencore is reportedly close to appointing #Citi as the lead investment bank for its potential merger with Rio Tinto.
The proposed all-share transaction would create the world's largest #miner, with an enterprise value exceeding $260 billion.
The deal would establish the world's largest #Copper company, controlling 7% of global mined copper supply at a time when AI and the #energy transition are driving massive demand for the metal.
Citi previously led Glencore's 2011 IPO and advised on its more recent deal with Teck Resources Limited.
Total advisory fees on a deal of this size would generate in excess of $100 million.
On the sell side, Rio Tinto has selected J.P. Morgan, Evercore and Macquarie Group as its advisors.
#MiningStocks
🇨🇭 Global One SI - Prompt
🚨 The U.S. just took a big step to reduce China’s control over critical minerals. Yesterday, Trump announced Project Vault, a new U.S. strategic reserve for critical minerals. The U.S. already has a Strategic Petroleum Reserve for oil. Now, the U.S. is doing…
President Trump is preparing a $12 Billion strategic critical-minerals stockpile
This will boost funding to U.S mineral producers:
Rare earths (mine + process)
• $MP – only scaled U.S. REE mining + processing
• $CRML – defense-critical rare earth optionality
Magnets / downstream control
• $USAR – domestic rare earth magnet supply chain
Defense-only materials
• $UAMY – one of the only U.S. antimony suppliers
Infrastructure bottlenecks
• $FCX – copper at global scale (AI, grid, electrification)
Second-order beneficiaries
• $UUUU – uranium + rare earth processing exposure
• $LYSCF – non-China rare earth processing scale
This will boost funding to U.S mineral producers:
Rare earths (mine + process)
• $MP – only scaled U.S. REE mining + processing
• $CRML – defense-critical rare earth optionality
Magnets / downstream control
• $USAR – domestic rare earth magnet supply chain
Defense-only materials
• $UAMY – one of the only U.S. antimony suppliers
Infrastructure bottlenecks
• $FCX – copper at global scale (AI, grid, electrification)
Second-order beneficiaries
• $UUUU – uranium + rare earth processing exposure
• $LYSCF – non-China rare earth processing scale
Copper ⚠️
Reserves sit at 980 Mt.
Identified resources 2,100 Mt.
Sounds plenty.....
But annual mine production is only 23 Mt ⛏️
• Resources exist
• Reserves take time
• Production is the bottleneck
Demand moves in years.
Supply moves in decades ⏳
Can mining scale fast enough or does copper stay structurally tight?
#copper #mining #minerals #Metals
Reserves sit at 980 Mt.
Identified resources 2,100 Mt.
Sounds plenty.....
But annual mine production is only 23 Mt ⛏️
• Resources exist
• Reserves take time
• Production is the bottleneck
Demand moves in years.
Supply moves in decades ⏳
Can mining scale fast enough or does copper stay structurally tight?
#copper #mining #minerals #Metals
#Gold price during Germany’s hyperinflation
- 1914-1923: Gold price went up 1,000,000,000×
- Monthly volatility: -30% to +160%
Even with perfect foresight, one would have experienced gut-wrenching volatility.
- 1914-1923: Gold price went up 1,000,000,000×
- Monthly volatility: -30% to +160%
Even with perfect foresight, one would have experienced gut-wrenching volatility.
🇨🇭 Global One SI - Prompt
Google is the biggest winner in the SpaceX IPO. Back in January 2015, Google made a decision that most venture capitalists would call insanely risky. They threw $900 million at SpaceX when the company was valued at just $12 billion. Elon had recently figured…
$ASTS is $GOOGL's largest public investment and a strategic partner. How much should $ASTS be priced at?
Currently $38B
$ASTS tech is ahead of Starlink & is already launching massive solar orbital compute/data management satellites (each the size of the Hubble Telescope).
Currently $38B
$ASTS tech is ahead of Starlink & is already launching massive solar orbital compute/data management satellites (each the size of the Hubble Telescope).
🇨🇭 Global One SI - Prompt
$ASTS: Beam size is important for Direct to Device performance. A larger beam means more shared capacity between all of the users inside the beam. AST SpaceMobile uses 24km diameter narrow beams while Starlink uses about 50km diameter beams. AST is also…
It's hard to fully appreciate the size of $ASTS satellites. They are massive solar and communications arrays designed to process significant amounts of data with very low latency.
Scale image comparing an ASTS satellite, a human, and the Hubble Telescope.
Scale image comparing an ASTS satellite, a human, and the Hubble Telescope.
We are entering a historic #gold bull market.
- Trump is threatening military intervention left and right
- Europe is actively preparing for a war with Russia.
War is always and everywhere inflationary.
During the last major inflationary period, gold briefly accounted for
- 20% of global investable assets
- Today, that figure sits closer to 6%.
If geopolitical conflict and inflation persist, a return to previous allocation highs is not extreme... it’s consistent with history.
Gold is being repriced for a world that is far less stable than investors assume.
- Trump is threatening military intervention left and right
- Europe is actively preparing for a war with Russia.
War is always and everywhere inflationary.
During the last major inflationary period, gold briefly accounted for
- 20% of global investable assets
- Today, that figure sits closer to 6%.
If geopolitical conflict and inflation persist, a return to previous allocation highs is not extreme... it’s consistent with history.
Gold is being repriced for a world that is far less stable than investors assume.
This media is not supported in your browser
VIEW IN TELEGRAM
Biden's economic advisor on why you should own hard assets
Question: When the government prints money, why does it need to borrow?
Bernstein: Uh uhm, the government clearly prints money and lends that money by selling bonds… is that what they do?
They have no idea what they are doing. You don’t own enough hard assets.
Question: When the government prints money, why does it need to borrow?
Bernstein: Uh uhm, the government clearly prints money and lends that money by selling bonds… is that what they do?
They have no idea what they are doing. You don’t own enough hard assets.
✍1
$GLEN sells 40% of its African copper and cobalt assets
To a US government-backed group.
Implied value $9B including debt
• Washington wants control over critical minerals
• Equity replaces diplomacy
• Supply chains get political
Copper and cobalt aren’t just metals anymore ⚡
They’re strategic assets.
Glencore gets risk-sharing.
The US gets influence at the source.
#mining #Copper #Metals
To a US government-backed group.
Implied value $9B including debt
• Washington wants control over critical minerals
• Equity replaces diplomacy
• Supply chains get political
Copper and cobalt aren’t just metals anymore ⚡
They’re strategic assets.
Glencore gets risk-sharing.
The US gets influence at the source.
#mining #Copper #Metals
OUTPERFORMING TODAY WITH +10% GAINS IN THE CRITICAL MINERAL / RARE EARTH SPACE
$NB +15% 4.1M Vol
$UUUU +14.2% 9.5M Vol
$USAR +13.5% 28.7M Vol
$AREC +13.5% 4M Vol
$UAMY +13.3% 10.1M Vol
$TMQ +11.6% 2.9M Vol
$CRML +11.4% 12.75M Vol
$BLBX +10% 64k Vol
$NB +15% 4.1M Vol
$UUUU +14.2% 9.5M Vol
$USAR +13.5% 28.7M Vol
$AREC +13.5% 4M Vol
$UAMY +13.3% 10.1M Vol
$TMQ +11.6% 2.9M Vol
$CRML +11.4% 12.75M Vol
$BLBX +10% 64k Vol
👀1
This media is not supported in your browser
VIEW IN TELEGRAM
Export-Import Bank President #JJovanovicUSA on Project Vault — the first ever strategic critical minerals reserve in U.S. history: "It creates a public-private partnership formula we think is uniquely suited and puts America’s best foot forward. It brings together our robust capital markets, which are the deepest and the best in the world. But it also brings in the original equipment manufacturers... they’re the ones making the long-term financial commitment to it."
🇨🇭 Global One SI - Prompt
Export-Import Bank President #JJovanovicUSA on Project Vault — the first ever strategic critical minerals reserve in U.S. history: "It creates a public-private partnership formula we think is uniquely suited and puts America’s best foot forward. It brings…
Here is who has current EXIM loans waiting for approval for a near term catalyst.
$TII $120M
• EXIM has approved a $15.8M
• EXIM also issued a Letter of Interest for up to $120 million more
• Titan also secured a $5.5M EXIM MMIA
$AREC $150M
EXIM LOI for up to $150 million (ReElement)
$NB $800M
Final commitment from EXIM is still pending
$PPTA $2B
Under EXIM review
$CRML $120M
final approval is still pending
$ABAT $900M
preliminary, LOI issued → financing still pending final approval.
$SLI $1B
EXIM is in SLI $1B pipeline for financing Arkansas
$FEAM
FEAM is involved in a contingent arrangement with EXIM . No amount disclosed.
$BLBX $200M
secured a $200 million Letter of Interest (LOI) from the U.S. Export-Import Bank
$TII $120M
• EXIM has approved a $15.8M
• EXIM also issued a Letter of Interest for up to $120 million more
• Titan also secured a $5.5M EXIM MMIA
$AREC $150M
EXIM LOI for up to $150 million (ReElement)
$NB $800M
Final commitment from EXIM is still pending
$PPTA $2B
Under EXIM review
$CRML $120M
final approval is still pending
$ABAT $900M
preliminary, LOI issued → financing still pending final approval.
$SLI $1B
EXIM is in SLI $1B pipeline for financing Arkansas
$FEAM
FEAM is involved in a contingent arrangement with EXIM . No amount disclosed.
$BLBX $200M
secured a $200 million Letter of Interest (LOI) from the U.S. Export-Import Bank
✍1