Tin Investor
@TinInvestor
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어린이날
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こどもの日
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Ok good time for a
#tin
baron roll call
Are you following tin?
Drop a gif and say hi!
Let’s see how many dozens of us there really are
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Oh fuck we made it 🤩
#tin
Forget Cocoa, Coffee. There's A "Squeeze Risk" Building In The Tin Market
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Updating the
@agnostoxxx
model 📝
Stock is up 40% but now 10% cheaper than when it started 🧐
$MLX.AX $MLX
#tin
Hope Shrub
@agnostoxxx
doesn’t mind me using this (sub to shrubstack).. but what if tin goes to A$50k/t (US$33k/t).. noting the tax loss position is all falls to the bottom line
🧐
$MLX.AX
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#Tin
barons reading the news today
A single trader is holding a futures position in tin equivalent to over 90% of the volume held in LME warehouses
@cangsizhi
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The
#BauxiteBoys
and
#ManganeseMen
facing off to see who has the better shitco
@InspectionDeep
@respeculator
$MMI.AX $JMS.AX
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Welcome to
#tin
, where dudes with 100 followers put out banger threads
#tin
$AFM.V For the dozens of people who will read this, this is what I’m looking at…
Please excuse some of the assumptions – I don’t have access to the same quality of data that reputable sources may have access to.
I would call this grade 1 due diligence.
1/n
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I only invest in commodities that have their own hashtag and emoji
#tinbarons
🤖
#bauxiteboys
🐊
If you are pitching an investment idea and it has neither, how can anyone take you seriously?
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#Tin
takes the stairs up, then the elevator up
#Tin
on the LME, midday.
#Tinbaron
$Tin
@respeculator
@TinInvestor
@JeffSawick
@FirstTinPlc
@Peter52834033
$AFM.v $CUSN $MLX.AX
#1SN
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#Tin
on the LME, after the close.
#Tinbaron
$Tin
@respeculator
@TinInvestor
@JeffSawick
@FirstTinPlc
@Peter52834033
$AFM.v $CUSN $MLX.AX
#1SN
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Never any doubt 😅
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#Tin
Rallies as Key Price Spread Twists Into Steep Backwardation
Three-month futures jumped as much as 3.6% to hit the highest level since June 2022, taking the soldering metal’s gain this year to 32%.
May contracts spiked to close at a $340 premium to June futures on Wednesday
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Finally all the paper hands have been shaken out 💁♀️🧻🤲
#Tin
on the LME, late afternoon.
#Tinbaron
$Tin
@respeculator
@TinInvestor
@JeffSawick
@FirstTinPlc
@Peter52834033
$AFM.v $CUSN $MLX.AX
#1SN
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Imagine not owning a metric shit ton (mst) of commodities as the markets melt down
Something’s triggering a massive move out of risk assets and into havens right now.
Gold, Yen up. Oil up. US futures drop
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😳😳😳
#Tin
on the LME, after the close.
#Tinbaron
$Tin
@respeculator
@TinInvestor
@JeffSawick
@FirstTinPlc
@Peter52834033
$AFM.v $CUSN $MLX.AX
#1SN
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Alright had a few drinks, let’s brainstorm…
#tin
What is this mysterious Tin Man up to?
Is this the long-prophesied
#silversqueeze
playing out in another metal?
Can he take delivery and drain the LME?
Curious to hear any and all theories you may have about this…
A single trader is holding a futures position in tin equivalent to over 90% of the volume held in LME warehouses
@cangsizhi
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They have
#tin
baron in bio
What are some signs a person is high IQ - what are some “hard to fake” signs where you can look at someone and say “probably a member of a group that is higher IQ than average?”
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If you don’t have a
#tin
ingot by your bedside can you really call yourself a baron??? 😤😤😤
Not gonna lie the koala has reached for its phone middle of the night and grabbed this bar more than once
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Commodity Corner | Tin prices are at a 2-year high. Up 12% in the last one week and over 27% in 2024 so far while Iron ore prices up 6% in the last one week.
@Manisha3005
tells us all about
#tin
and
#ironore
on
#CommodityCorner
today.
Watch👇
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12 straight minutes of
#tin
, must be a world record:
Stop what you are doing and watch
It is always a great pleasure to have a discussion with Andy Home
@AndyHomeMetals
of
@Reuters
to discuss the micro of the metals markets. We dive into the fundamentals of both
#tin
and
#copper
in this episode along with other important topics.
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You still have about an hour to research this company before the market opens
Wow.
I really think Alphamin $AFM.V is gonna do it.
They will ramp up a new mine (Mpama South) right when the underlying commodity is inflecting higher, and supply is deteriorating.
This will go down in Mining Executive Lore.
#tin
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Hide your wives hide your
#tin
Follow the legend
@Birenvakil
They don’t call him the Maharaja of Tin for nothing 😮💨
@cactus_cap
We need big balls
@TinInvestor
to squeeze it.. my guy
@Birenvakil
also bullish tin here and he doesn’t miss 🙏
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OFF THE LOWS
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Who knows the answer to this important question?
#tin
@momtchil74
@LLKKOOYY
@AlmostMongolian
Why has inventory been going up in Shanghai and yet depleting fast on the LME?
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The train has left the station with $mlx. They have a lot of momentum. Many days of very high volume recently. The tin price has risen and if it stays here the stock is cheap. It doesn't need to go up for more gains. Right now the price is driven by 2 countries Indonesia and…
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$MLX.AX exploration update:
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“They don’t ring a bell at the top”
"The Nvidia God Trade."
This clip is so good....
$NVDA
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Bruh… Two
#tin
podcasts in one day??
A ruggin is certainly comin 📉📉📉
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100 retweets, this may be the most popular article in the history of Bloomberg 👇
A single trader is holding a futures position in tin equivalent to over 90% of the volume held in LME warehouses
@cangsizhi
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Kudos again to
@moneyofminepod
for getting some proper
#tin
barons on this week…
Was listening the whole time like
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Well when you put it like that…
#Tin
Reduced Indonesia shipments due to licensing delays
War in Myanmar slowing flows
Price in Asia not incentivizing many exports from China
Huge LME long position w/ inventories down about 45% YTD
Backwardation steepening
Illiquid markets overshoot to upside
Long $AFM.V
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The Chaos Of The Babel
#Tin
Corruption
“Losses incurred up to IDR 271 trillion” (US $17 billion)
“This figure makes this corruption case the largest in the history of investigating corruption cases in Indonesia”
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I hear
@JeffSawick
is planning to launch a newspaper that is only Congo, Myanmar and Indonesia news
North Kivu Therapy 🤗
M23 hasn’t taken a city in over a month and has failed to take Sake numerous times
SADC forces getting their bearings
Mercenaries getting hired by the thousands
Machetes by the truck load pouring into conflict areas
Chinese CH-4 attack drones…
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Here is your chance
#tin
barons!!
Though most of you will fail the emotionally stable part 😅
If you are interested in an analyst role, are passionate/obsessive about stocks/making money, think independently, understand behavior and are emotionally stable, DM me with a few of your top stock picks. Happy Saturday!
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Flying off the shelves at Blockbuster tonight, they literally made a movie about this very thing
#tin
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(Bloomberg) -- Supply ruptures from Southeast Asia to Africa. The rise of artificial intelligence. A “big bull” with a dominant position. This potent cocktail has put an often-overlooked metal, tin, at risk of a short squeeze after a price spike this month.
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“The LME’s decision to cancel the delivery qualifications of two Chinese brands earlier this month also weakened expectations for Chinese supply to ease tensions in the market,” Ding added.
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Womp womp
“I wouldn’t support it.” South African Mines Minister Gwede Mantashe signaled his opposition to BHP’s proposed takeover of Anglo American.
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The benchmark tin contract climbed Monday to its highest since June 2022 this week, while open interest reached the most since 2015.
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LME tin inventories fell 46% so far this year to 4,135 tons, and the metal’s spot price recently flipped to a premium against the three-month futures contract — a structure known as backwardation that indicates a tight market.
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The LME had said in January that it plannedto delist 10% of brands due to non-compliance with the exchange’s responsible-sourcing rules.
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On the demand side, the growth of the global AI sector is a potential boon for metals used in electronics and electrification. Huge numbers of new data servers and computing systems will be needed, boosting tin consumption because it’s used in soldering.
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“Every data byte and every electron travels through hundreds of solder joints that connect it all together,” Jeremy Pearce, head of market intelligence and communications at the International Tin Association, said by email.
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And the combined long position held by these traders, who rarely participate in physical tin trading, now accounts for 69% of all bullish bets, according to the exchange’s latest summary of trader commitments.
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While it’s challenging to give demand estimates at this stage, he said, the basic view is that much more tin will be needed in computing and communication systems.
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Tin on the London Metal Exchange has surged in April, and its 25% advance in 2024 puts it well ahead of more closely-watched commodities like copper or crude oil.
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There are clear signs that speculative bets have been building, with hedge hedge funds, assets management firms and other financial institutions entering the market.
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“Some market participants feel there could be a risk of a squeeze,” said Ding Wenqiang, senior analyst at one of China’s largest metal researchers, Mysteel .com. “They are paying close attention to the movements of the big bull in the May contract.”
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The aggregate net-long position held by these financial investors rose to the highest level since the LME started publishing such data in 2018.
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Finally, the LME’s recent removal of two Chinese tin smelters from its list of “good for delivery” brands has deepened market concerns about a squeeze on supply.
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Flows from war-torn Myanmar, the world’s No.3 producer, have slowed, while there have also been disruptions in the Democratic Republic of Congo due to armed unrest.
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But, while inventories in China have been rising and prices are relatively weaker, the discount to the world market isn’t yet big enough to spur exports, Mysteel’s Ding said.
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Indonesia, the biggest global tin exporter, has reduced shipments amid licensing delays and a high-profile corruption probe that has ensared many tin smelter executives and traders.
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A swathe of different factors lies behind the metal’s rapid ascent. Disruptions have hit tin supply in major producers Indonesia, Mynamar and Democratic Republic of Congo, while analysts say demand from electronics will expand as the world’s AI boom demands more computing power.
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