Offshore
Photo
Brandon Beylo
I will say this again.

This #tin chart is one of the most bullish developments in commodities.

Read my Tin Industry Deep Dive in the reply below.

$AFM.V $MLX https://t.co/2jSIKmP7E5
tweet
Offshore
Photo
Brandon Beylo
The fact that tin isn’t even on this list tells you everything you need to know.

I wonder what price tin must trade for Big Banks to recognize it.

$40,000 - $60,000/ton?

Chart is inflecting while nobody cares.

#tin

Morgan Stanley Q3 2024 Commodity Forecast

Bullish:

• Copper
• Gold
• Silver
• Nickel

Bearish:

• Uranium

In other words, all systems go for new #uranium highs.

H/t @K3rry_Sun https://t.co/ZCzsorm2r2
- Brandon Beylo
tweet
Brandon Beylo
RT @paulcerro: I love when you go through Twitter and see so many people shilling the next big tech thing or macro point and then you have Brandon who's like the only guy I've seen recently just spread the word on tin, copper and uranium 😂

Nice change of scenery

The fact that tin isn’t even on this list tells you everything you need to know.

I wonder what price tin must trade for Big Banks to recognize it.

$40,000 - $60,000/ton?

Chart is inflecting while nobody cares.

#tin
- Brandon Beylo
tweet
Offshore
Photo
Brandon Beylo
Me looking at my commodity positions in my portfolio.

#PGMs #gold #silver #tin #copper https://t.co/PO5XAi4CAm
tweet
Offshore
Photo
Brandon Beylo
Tin Barons.

Let’s ride.

#tin https://t.co/i3IU6rGRSA

#Tin price: 31205 (+2,410, +8.37%)
3:15pm London $Tin https://t.co/bAY5wJPYfN
- Tin Bot
tweet
Offshore
Photo
Brandon Beylo
Tin is breaking out of its massive base.

Imagine what could happen to price if Indonesia YOLOs their export ban AND AI-based demand explodes higher.

We are patiently long $AFM.V https://t.co/oKfXK1r4L9

I will say this again.

This #tin chart is one of the most bullish developments in commodities.

Read my Tin Industry Deep Dive in the reply below.

$AFM.V $MLX https://t.co/2jSIKmP7E5
- Brandon Beylo
tweet
Offshore
Photo
Brandon Beylo
The one benefit of not sleeping due to a newborn is that you can check tin prices before most of your commodity degenerate friends are awake.

Up another 6% this morning.

Good Lord.

#tin https://t.co/18PmmJEc9m

#Tin price: 31665 (+1,817, +6.09%)
7:42am London $Tin https://t.co/bAY5wJPYfN
- Tin Bot
tweet
Brandon Beylo
Old West Capital is one of my favorite quarterly investor reads.

Two friends @brianlaks and @boskovic64 are some of the smartest in the game.

Commodities are seeing increased interest with metal prices at multiyear highs:

https://t.co/3u1Zpa3kh3

Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver

$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX
- Brian Laks
tweet
Brandon Beylo
Calvin joining the Tin Barons is the best news I’ve seen all week.

#tin

WW2: there were widespread shortages of steel and tin. A single tank uses around 18 tonnes of steel.

Most small military tools were made of tin.
- 🏴‍☠️
tweet
Offshore
Photo
Brandon Beylo
https://t.co/Ltvuecfksg

#Tin price: 34050 (+1,275, +3.89%)
4:21pm London $Tin https://t.co/bAY5wJPYfN
- Tin Bot
tweet