Pipes Feed Preview: MasterMetals & MasterMetals Tweets

  1. Will Platinum ever regain its lustre?

    Tue, 04 Feb 2025 02:33:00 -0000

    Some of us remember a time when Platinum traded at a premium to Gold.


    Since 2008, the premium turned to a discount—and it has never recovered…


    Gold has doubled since then, while platinum is now down 30%…

    Will Platinum ever shine again?


    https://www.tradingview.com/x/dUiPvtmI/


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    Read it all on MasterMetals @MasterMetals

  2. Gold Miners waking up!

    Thu, 06 Feb 2025 15:03:00 -0000


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    MasterMetals

    @MasterMetals

    Read it all on MasterMetals @MasterMetals

  3. Marking to Market US Gold Reserves would inject ~$800 Billion to Treasury

    Fri, 07 Feb 2025 12:51:00 -0000

    Those coins in the couch are worth a lot!

    FT's Gillian Tett reports, "Hedge fund contemporaries of Scott Bessent, the hedgie-turned-US Treasury secretary, are speculating about a revaluation of America's gold stocks. Currently, these are valued at just $42 an ounce in national accounts. But knowledgeable observers reckon that if these were marked at current values
    Read it all on MasterMetals @MasterMetals

  4. WPIC expects platinum market to remain in deficit through 2029

    Mon, 10 Feb 2025 01:16:00 -0000

    WPIC expects platinum market to remain in deficit through 2029f, averaging 672 koz pa from 2026 to 2029, or ~ 8% of demand.

    Expect deficits in Palladium to 2027f (previously 2025f) before market surpluses emerge from 2028f.

    The themes previously highlighted are persisting.

    Investment demand: forecasts stable growth of ~150 koz off 2024 levels for platinum, using 10-year historic averages.

    Automotive sector: slowing demand growth in light vehicle electrification is entrenched. Accordingly, WPIC expects a long tail in automotive platinum group metals (PGM) demand, with modest erosion of -1.4% CAGR for platinum and -1.0% CAGR for palladium through 2029f. Updated automotive outlook includes a deferred fuel cell electric vehicle ramp up.

    Jewellery and industrial applications: platinum demand is forecast to record 1% growth p.a. in both to 2029f, while palladium's price pull-back should incentive great use in jewellery and industrial applications over the next five years.


    See more on Platinum's insufferable price action here: 

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    Read it all on MasterMetals @MasterMetals

  5. Gulf States' Attraction to Metals Continues

    Mon, 10 Feb 2025 23:26:00 -0000

    Gulf states are getting further involved in the metals & energy supply chain, setting up trading units for their own production and needs, and setting up funds to take stakes in mining companies and projects.

    Abu Dhabi-based International Resources Holding, the mining company part of the conglomerate chaired by powerful Emirati royal Sheikh Tahnoon bin Zayed al-Nahyan, and owner of 51% of Zambia's Mopani Copper mine, has built out a 60-person trading unit to handle energy and metals. 

    Minerals Development Oman, the state-owned mining company, is also in the process of hiring a top executive to lead a 25-person trading team, according to MDO's chief executive, Mattar Al Badi.

    Saudi Arabia's State-owned miner
    Read it all on MasterMetals @MasterMetals

  6. $GOLD Barrick Q4, 2024 results

    Wed, 12 Feb 2025 12:01:00 -0000


    Finally some cash generation!
    Production 3.91MM Oz. Gold @ AISC $1451/oz.
    Net earnings +69% to $2.14 billion,
    Adjusted net earnings +51% to $2.21 billion,
    Attributable EBITDA +30% to $5.19 billion for 2024 — highest in a decade. 
    YOY operating cash flow +20% to $4.49 billion,
    Free cash flow, +100% to $1.32 billion,
    Quarterly dividend of $0.10/share maintained, bringing total annual dividend paid to shareholders to $696 million, and a further $498 million in share buybacks.





    Read it all on MasterMetals @MasterMetals

  7. ‘The Opec of nickel’: Indonesia controls the critical metal

    Thu, 13 Feb 2025 12:07:00 -0000

    Indonesia controls more of the world's supply of nickel than Opec did of oil at the cartel's peak in the 1970s of a critical metal

    In 2014 the Indonesian government took the drastic step of announcing a ban on all exports of raw nickel.

    The decision encouraged Chinese companies to spend billions of dollars to set up processing plants in Bahodopi and across other parts of the country of 281 million.

    The transformation has been a remarkable turnaround for a country that a decade ago was not even a major player in nickel. Although Indonesia held the world's largest reserves — about 55mn tonnes as of 2024, according to the US Geological Survey — most of it was low-grade nickel that it had not yet figured out how to process efficiently.

    With the help of Chinese technology, huge investments from Beijing and a dose of protectionism, Indonesia has gained control of the market and cemented itself as the epicentre of global nickel production for years to come.

    Last year, Indonesia accounted for 61% of the global refined nickel supply up from just
    Read it all on MasterMetals @MasterMetals

  8. $NGEX.TO Drills 53.50m @ 7.79% CuEq, 75.45m @ 4.95% CuEq, & 15.25m @ 16.56% CuEq at Lunahuasi

    Wed, 19 Feb 2025 14:15:00 -0000

    Some more excellent results from $NGEX.

    DPDH028 (53.5m @7.79% CuEq) and DPDH029 (157m @ 2.16%CuEq) are large step-outs from previously intercepted mineralization.
    DPDH028 is deeper and to the west of all previous holes and is open in all directions.

    Drilling to date has now encountered mineralization over a minimum north-south extent of just over 1km from DPDH025 in the north to DPDH029 in the south, a minimum vertical extent of just over 1km and a minimum east-west extent of also just over 1km.—That's a lot of Rock—and Copper! 🪨
    Read it all on MasterMetals @MasterMetals

  9. To those who say you can’t have too much of a good thing…meet Cobalt

    Tue, 25 Feb 2025 16:17:00 -0000

    DRC suspends cobalt exports for four months trying to rein in oversupply on the international market, as prices crash below $10/lb. Cobalt hydroxide, main form of the metal produced in Congo, slid below $6/lb.—levels not breached for 21 years,apart from a brief dip in late 2015, according to Fastmarkets data.

    Cobalt production in the DRC– which produces about 75% of the material used in electric-vehicle batteries – has soared in recent years, as China's CMOC Group Ltd. ramped up output at two large mines in the country causing supply to race ahead of demand and prices to tumble. 

    About two-thirds of global cobalt mine supply is owned by companies from China, which accounted for an equivalent share of cobalt demand last year, according to specialist trading house Darton Commodities.
    Read it all on MasterMetals @MasterMetals

  10. $NGEX.TO Looking weak…there’s a lot of air below… Market needs some news…😨 https://bit.ly/3DA4MRM

    Wed, 12 Mar 2025 20:13:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">$NGEX.TO Looking weak…there’s a lot of air below… Market needs some news…😨 https://bit.ly/3DA4MRM</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1899915922938515828">Mar 12, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 12, 2025 at 09:10PM<br /> https://twitter.com/MasterMetals/status/1899915922938515828

  11. Global X Silver Miners ETF $SIL UP 4.5259%! Last at 38.8 https://bit.ly/39s7ZgS #Silver #SIL #MasterMetals #charts https://bit.ly/3XKRbxC

    Wed, 12 Mar 2025 20:18:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">Global X Silver Miners ETF $SIL UP 4.5259%! Last at 38.8 https://bit.ly/39s7ZgS #Silver #SIL #MasterMetals #charts https://bit.ly/3XKRbxC</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1899917460163224023">Mar 12, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 12, 2025 at 09:16PM<br /> https://twitter.com/MasterMetals/status/1899917460163224023

  12. #Platinum $PPLT UP 0.556%! abrdn Physical Platinum Shares ETF Last at $90.43 on March 12, 2025 at 01:00AM. #MasterMetals https://bit.ly/39s7ZgS https://bit.ly/3R4jS4Z

    Wed, 12 Mar 2025 20:43:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">#Platinum $PPLT UP 0.556%! abrdn Physical Platinum Shares ETF Last at $90.43 on March 12, 2025 at 01:00AM. #MasterMetals https://bit.ly/39s7ZgS https://bit.ly/3R4jS4Z</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1899923273011384755">Mar 12, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 12, 2025 at 09:39PM<br /> https://twitter.com/MasterMetals/status/1899923273011384755

  13. incredible what a little silver can do…

    Wed, 12 Mar 2025 20:48:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">incredible what a little silver can do…</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1899924244441735664">Mar 12, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 12, 2025 at 09:43PM<br /> https://twitter.com/MasterMetals/status/1899924244441735664

  14. @RudyHavenstein @NewmontCorp Yes. And Yes to your comment 👇 https://bit.ly/422ZGXn

    Thu, 13 Mar 2025 18:18:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">@RudyHavenstein @NewmontCorp Yes. And Yes to your comment 👇 https://bit.ly/422ZGXn</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1900249379480436913">Mar 13, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 13, 2025 at 07:15PM<br /> https://twitter.com/MasterMetals/status/1900249379480436913

  15. $NGEX.TO more high grade at Lunahuasi —not just Copper, LOTS OF GOLD!—Just not enough for a market used to 100m+ intersections… ⁃51.50m @ 4.37% Cu & 10.42 g/t Au —12.26% CuEq, incl. 21.50m @ 8.71% Cu & 23.81 g/t Au —26.68% CuEq ⁃27.40m @ 7.80% Cu & 23.17 g/t Au —25.19% CuEq https://bit.ly/41GafhG https://bit.ly/424GQPJ

    Thu, 13 Mar 2025 18:28:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">$NGEX.TO more high grade at Lunahuasi —not just Copper, LOTS OF GOLD!—Just not enough for a market used to 100m+ intersections… ⁃51.50m @ 4.37% Cu &amp; 10.42 g/t Au —12.26% CuEq, incl. 21.50m @ 8.71% Cu &amp; 23.81 g/t Au —26.68% CuEq ⁃27.40m @ 7.80% Cu &amp; 23.17 g/t Au —25.19% CuEq https://bit.ly/41GafhG https://bit.ly/424GQPJ</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1900251400526823815">Mar 13, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 13, 2025 at 07:23PM<br /> https://twitter.com/MasterMetals/status/1900251400526823815

  16. @Billsheriff_ People just want to know in plain language why @GoransonPaul was let go in the way he was. And what is the actual status on your production numbers. Let’s start there… $EU

    Thu, 13 Mar 2025 18:43:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">@Billsheriff_ People just want to know in plain language why @GoransonPaul was let go in the way he was. And what is the actual status on your production numbers. Let’s start there… $EU</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1900255451729846279">Mar 13, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 13, 2025 at 07:39PM<br /> https://twitter.com/MasterMetals/status/1900255451729846279

  17. Gold’s been going up for some time, but it just needed a little push to send it parabolic. 😉😅 https://bit.ly/3DtXLSz https://bit.ly/426hWiA

    Thu, 13 Mar 2025 18:48:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">Gold’s been going up for some time, but it just needed a little push to send it parabolic. 😉😅 https://bit.ly/3DtXLSz https://bit.ly/426hWiA</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1900256753851191805">Mar 13, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 13, 2025 at 07:44PM<br /> https://twitter.com/MasterMetals/status/1900256753851191805

  18. @real_MikeBarnes It’s so sad… It’s not just because it’s called $GOLD that it is… https://bit.ly/3R84Z1y

    Thu, 13 Mar 2025 19:28:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">@real_MikeBarnes It’s so sad… It’s not just because it’s called $GOLD that it is… https://bit.ly/3R84Z1y</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1900267573196804532">Mar 13, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 13, 2025 at 08:27PM<br /> https://twitter.com/MasterMetals/status/1900267573196804532

  19. Oh Canada! Wow! Trump unhinged! 😅 “This would be the most incredible country visually. If you look at a map, they drew an artificial line between Canada and the U.S.—just a straight artificial line. Somebody did it a long time ago, decades ago, and it makes no sense.” “It’s so… https://bit.ly/3R6ZPCX https://bit.ly/41LgeBX

    Thu, 13 Mar 2025 20:13:00 -0000

    <blockquote class="twitter-tweet"> <p lang="en" dir="ltr" xml:lang="en">Oh Canada! Wow! Trump unhinged! 😅 “This would be the most incredible country visually. If you look at a map, they drew an artificial line between Canada and the U.S.—just a straight artificial line. Somebody did it a long time ago, decades ago, and it makes no sense.” “It’s so… https://bit.ly/3R6ZPCX https://bit.ly/41LgeBX</p> — MasterMetals (@MasterMetals) <a href="https://twitter.com/MasterMetals/status/1900279029367816384">Mar 13, 2025</a></blockquote> <script async="async" src="https://platform.twitter.com/widgets.js" charset="utf-8"></script><br /> From <a href="https://twitter.com/MasterMetals">MasterMetals</a><br /> March 13, 2025 at 09:13PM<br /> https://twitter.com/MasterMetals/status/1900279029367816384