https://t.co/e0aJUTCI1d

Western politicians (and generalist fund managers) are waking up to the realisation that we are in a #commodity supply Cold War. The current front is being fought over rare earths and other critical minerals, but this will spread to copper, uranium and eventually oil. In my view

George Clooney says raising his kids in Hollywood felt wrong — so he moved his family to France for a quieter, more grounded life.

My guess: Bonds at 3.00 Equities at 11.30 Commodities at 9.00 Let me know what you think!

Almonty - #tungsten project. $EQR EQ Resoucrs, $TUN Tungsten West, and others to follow Suit?

All I can say is China produces +80% of the World’s #tungsten and this is more important than rare earths as it is unsubstitutable in machining and drilling. Automotive, aerospace, manufacturing, defence: EVERYTHING. Every time you drill a hole or cut metal tungsten is there.

Honest Questions about AI like Grok or ChatGPT.

Touch your toes, up she goes! Panthera Resources $PAT Should oscillate around a straight line trend to 30% to 50% of the $1.6bn claim value over next two years before the arbitration decision. I am looking for £2 - £3 per share. Last 18p. My top pick of everything I hold.

#tin $MLX Metals X continues to surge - market is pricing in the reality that +$35k Tin is not short term, but the long term incentive price to get new mines financed.

$EQR #EQR…up 25% this week. Is the overhang gone?

Sometimes I like to remind myself that #Labour Chancellor Gordon Brown sold 400 tonnes of Britain’s #gold reserves for £2.25 bn - gold that today would be worth £38 bn.

My top #Gold pick is Panthera Resources. $PAT. I bought another 500k this week. Why? PAT has a a $1.58bn claim under international arbitration against the Govt of India. This is based on gold at $3,000. At current prices I think this rises to $3bn, or £2.4bn, versus a market cap

Sometimes I like to remind myself that #Labour Chancellor Gordon Brown sold 400 tonnes of Britain’s #gold reserves for £2.25 bn - gold that today would be worth £38 bn.

Sir Keir - take heed!

My top #tungsten pick at the moment is #EQR EQ Resources. Fully financed now for the pit push-back at Mt Carbine, and have Barruecopardo singing. I love the mgmt team. Cash should be rolling in at these APT prices. Looking for a quick 2x - 4x.

#tungsten prices rampant in China. Western prices will likely catch up soon as most concentrate now finding its way into China. Is this due to Chinese mine supply problems, or stockpiling? Wish I knew. There is no global economy without tungsten - machining, oil and gas, defence:

For 10 years I used to live 3 minutes from here. St John’s Wood was safe and lovely when we moved there, but we chose to leave London as it progressively was less and less safe.

🚨Breaking Video🚨 Outside the Regents Park Masjid in London, Muslims knife each other in a brawl. A car is used as a weapon, bodies fly everywhere.

$MLX Metals X looking fruity. #Tin price holding in very nicely around $35k - printing cash at these levels.