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Alex MG Profile
Alex MG

@AlexMiningGuy

5,925
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656
Following
202
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4,082
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Director, Metalla Royalty & Streaming. Advisor to Eightstone OAM Uranium Opportunity fund

Joined May 2017
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@AlexMiningGuy
Alex MG
3 years
Halting of closures and 6 new nuclear power plants for France! - Who would have thought???... us! #uranium 👇🏼
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@AlexMiningGuy
Alex MG
2 years
#uranium - Up a bit every single day both this week and last week... up 10% in total over the period! Its completely ignoring the noise in other commodity markets! 🔥🔥🔥
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@AlexMiningGuy
Alex MG
3 years
🚨 There it is from Uranium Markets... #uranium price at US$40.13/lb!!!
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@AlexMiningGuy
Alex MG
3 years
Hey @quakes99 - Can you just go ahead and stay awake 24/7 these days?... there's so much positive #nuclear and #uranium news these days it's getting hard to keep up with!
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@AlexMiningGuy
Alex MG
4 months
#uranium - $CCJ is getting to valuation levels where it starts to make sense for them to acquire $NXE or $FCU (or both), or $DML. The Westinghouse deal and recent performance bulked them up nicely to do something to upgrade their long-term resource / production profile
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@AlexMiningGuy
Alex MG
6 years
Congratulations to Jerko, Pablo and the team at @ArgosyMinerals on producing battery grade LCE at the Stage 1 plant! $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
2 years
With #uranium just under $50/lb and term / fwd curve looking progressive here, the stocks look incredibly cheap... hard to go wrong buying $CCJ at 22 or $KAP at 26 under these conditions!
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@AlexMiningGuy
Alex MG
3 years
Uranium spot midpoint at US$48/lb!!! 😯 #uranium
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@AlexMiningGuy
Alex MG
5 years
Well done @ArgosyMinerals - First step on the product sales ladder! Offtake with Mitsubishi RtM #lithium $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
Looks like Cameco just put out a tender for 500klbs #uranium for Q4 2018 delivery - non-Russian origin material - bids due end of the month! - guess the buying is real and it's starting!
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@AlexMiningGuy
Alex MG
2 years
#uranium continues its move... up +5.8% now so far this week!... wakey wakey uranium equities, you need to quit selling off with everything else!
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@AlexMiningGuy
Alex MG
6 years
Views from $AGY $AGY.AX Rincon Stage 2 - 1. Production well - 2. Brine concentrating in one of the existing ponds - 3. Basic camp and maintenance facility - 4. Additional new pond construction in full swing
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@AlexMiningGuy
Alex MG
6 years
China has announced that is 10M population Hainan Island will be test case for the total phase out of fossil fuel vehicles! #EV #lithium $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
2 years
#uranium ripping 🔥
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@AlexMiningGuy
Alex MG
4 years
. @Tesla proposed 4680 “tabless” battery cell... just look at all that #copper
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@AlexMiningGuy
Alex MG
3 months
The only real issue with $CCJ results is the disappointing amount of real leverage they have to #uranium price - They're at 44x '23 cash flows and probably at ~30x '24 (if you assume US$100/lb spot for the year) - There's much cheaper alternatives in the space
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@AlexMiningGuy
Alex MG
6 years
18% upgrade in total #lithium resource for @ArgosyMinerals today with all material now in the higher geological confidence category of 'Indicated' - see the announcement for details! $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
When I was reviewing the @ArgosyMinerals draft quarterly this week it struck me just how much we have done so fast! Can you believe we only started development in Feb 2017 and already have industrial scale Sage 1 plant and all those ponds! #alurraldeislithium $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
Speaks for itself! #argentina #lithium #mining $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
I'm super excited the Rincon Stage 1 plant is switching on this week on schedule - with a renowned chef in the kitchen starting the cooking, the proof will be in the pudding! #lithium $AGY $AGY.AX #alurraldeislithium
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@AlexMiningGuy
Alex MG
3 years
Couple of very average PFS released in the uranium space last 10-days. If ur using 2x or more the current price and can barely eek out a +20% IRR (or not even) for a project in Africa its not quality people! #uranium
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@AlexMiningGuy
Alex MG
3 years
End of an era from when I founded this one in 2012! - Congratulations to Blake and the team! Looking forward to seeing Bill and Paul take @enCoreEnergy_EU to the NYSE! #uranium
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@AlexMiningGuy
Alex MG
6 years
Very pleased with the just announced news that @ArgosyMinerals will be included in the ASX All Ordinaries Index from 19 March 2018! $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
$AGY I have tried my best to fill in the gaps but hard to provide more detail given confidential nature of the process - already all eyes of competitors are on us having come this far in record time, particularly having cracked the nut on the key deleterious elements!
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@AlexMiningGuy
Alex MG
6 years
The Australian: Argosy Completes JORC Estimation for Rincon Lithium Project - $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
$AGY Rincon plant operational! - Congratulations to Pablo and the team!
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@AlexMiningGuy
Alex MG
2 years
Up $2/lb this close to a month-end is a rare thing for #uranium - Next leg up starting?
@numerco
numerco
2 years
Spot #uranium 4600/4700 USc/Lb #U3O8 (Delivery at ALL , Chg +200c, +4.30%) ALL = CVD 0c/Lb, ALL = CMX 0c/Lb See
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@AlexMiningGuy
Alex MG
2 years
Nuclear energy made it into the EU Taxonomy as a compliant investment! Happy New Year gift to planet #uranium and a sensible decision! 🥳🥳🥳 Useful thread by @MehreenKhn 👇🏼
@MehreenKhn
Mehreen Khan
2 years
Happy new year from Planet Brussels where this has just landed in some people's inboxes 🎁 #taxonomy
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@AlexMiningGuy
Alex MG
6 months
Wow! #uranium 👏🏻👏🏻👏🏻
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@AlexMiningGuy
Alex MG
5 years
Presidents Trump and Xi Agree Not to Impose Further Tariffs From January
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@AlexMiningGuy
Alex MG
26 days
$UUUU - You have a stock in the sin bin for materially underperforming peers last 6-12 months... what do you do? - Buy something in Madagascar which has a terrible mining code and significant local opposition to new mining projects! EF for the win!
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@AlexMiningGuy
Alex MG
6 years
Gonna have to ask Twitter to do one of these 🔥in blue for today $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
5 years
Was just discussing the state of resources markets with a friend, so I pulled this chart to confirm... Bloomberg Commodity Index only 4.8% above its low of 2016 and only 7.2% above the low of 1999... down 2/3 from it's high in 2008... hard to see things getting much worse!
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@AlexMiningGuy
Alex MG
5 years
#uranium - The largest, lowest cost producer @NAC_Kazatomprom only made US$150M in operating cash flow last year! That's all the best ~40% slice of the industry could muster at current prices! - Demonstrates prices need to go up substantially for a sustainable industry to exist!
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@AlexMiningGuy
Alex MG
5 years
$AGY successful capital raising complete! - A$9.2M raised. Well done to supporters!
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@AlexMiningGuy
Alex MG
6 years
Another rip snorter of a start to the #uranium spot trading day today - not an offer below US$28/lb!
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@AlexMiningGuy
Alex MG
6 years
Some good value in the markets now... I'm particularly intrigued by the 10-20% sell-off in #uranium stocks in the last two weeks whilst uranium remains at 24-month highs and is not a commodity that correlates closely with IP/GDP
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@AlexMiningGuy
Alex MG
4 years
Congratulations to @ArgosyMinerals for receiving approval for the ~2,000ktpa operation at Rincon Lithium Project. Good to see the Salta Province Government onboard with our plans! Well done to the team! #lithium #argentina #Salta $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
3 years
Goldman warns of historic shortage as copper explodes! #copper
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@AlexMiningGuy
Alex MG
5 years
Argosy Minerals signs lithium offtake supply deal with Mitsubishi Corporation $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
$AGY Rincon Construction Update - full announcement
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@AlexMiningGuy
Alex MG
6 years
@billyen22 True Billy! You have good info! - he's not technically an insider so there's no formal filing but ur right he did buy a chunk... I don't think he'd mind me confirming that given how supportive he is of Jerko and the $AGY partnership.
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@AlexMiningGuy
Alex MG
6 years
$AGY.AX just announced completion of initial Stage 2 evaporation ponds and completion of first production well! - Love the picture of gushing brine at the production well! #lithium #alurraldeislithium
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@AlexMiningGuy
Alex MG
3 years
I'm fascinated by the @DenisonMinesCo transaction. In a sector where its harder for funds to squeeze the physical market, it makes sense for industry players to do so on their behalf! #uranium @SylvainBaude $FREXA0014078
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@AlexMiningGuy
Alex MG
4 months
Lost for words! #uranium
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@AlexMiningGuy
Alex MG
4 years
Nice to see #uranium back to US$30/lb after dipping below for a few weeks. Should be comfortably above this key threshold by year end!
@numerco
numerco
4 years
Spot #uranium 2990/3010 USc/Lb #U3O8 (Delivery at CMO , Chg +13c, +0.43%) CMO = CVD 90c/Lb, CMO = CMX 77c/Lb See
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@AlexMiningGuy
Alex MG
5 years
PEA just released for @ArgosyMinerals - Congratulations to the team on a big effort there - lots of detail! $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
3 years
Hearing that nuclear made it into the EU sustainable activities taxonomy! - Germany rolled over! - Good news for #uranium
@vonderleyen
Ursula von der Leyen
3 years
We will also assess how the gas, electricity and ETS markets function. We need more renewables. They are cheaper, carbon-free and homegrown. We also need a stable source, nuclear, and during the transition, gas. This is why we will come forward with our taxonomy proposal.
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@AlexMiningGuy
Alex MG
5 years
Progress at Rincon including permitting works for the big project and experimentation with LiOH product! @ArgosyMinerals $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
Batteries will kill fossil fuels — it's only matter of time - The Economic Times of India
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@AlexMiningGuy
Alex MG
4 months
With current spot ~$100/lb and a 10% production miss $KAP could still see its 2024 cash flows grow 2-2.5x vs 2023... no other senior has comparable leverage! #uranium
@AlexMiningGuy
Alex MG
4 months
KazAtomprom $KAP announcing revision to 2024 production target (previously: 25.3ktU) - We currently est. 23.2ktU, which is still ~9‐10% growth vs. 2023 but let's see what they come out with 1 Feb! #uranium 👇🏼👇🏼👇🏼
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@AlexMiningGuy
Alex MG
5 years
The Auto industry “electric car race” has really just begun. #Lithium #copper
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@AlexMiningGuy
Alex MG
6 years
I hear a domino falling - Mazda was one of the last hold outs - As recently as six months ago they were touting super efficient ICE as the solution - I guess they now realise that electrification will be cheaper and will be more likely to meet future regulations!
@EAANational
Electric Auto Assoc
6 years
Mazda Announces Electrification Of All Cars By 2030 #EV
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@AlexMiningGuy
Alex MG
6 years
$AGY announcement today confirmed: (1) no problem with key deleterious elements for battery grade (eg, Mg / SO4); (2) clear pathway to battery grade production once gas distributor does their job; and (3) all other key workstreams in progress. All good! $AGY.AX
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@AlexMiningGuy
Alex MG
5 months
Holy!... I dropped the phone! #uranium 🚀 🚀 🚀
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@AlexMiningGuy
Alex MG
4 years
Based on how long virus shutdowns lasted in Asia, I assume Cigar Lake closes for 8-weeks. That's 2.8Mlb uranium gone from global supply, of which Cameco's share is 1.4Mlb. With their inventory already <3 months, likely Cameco buys all the lost material in the market. #uranium
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@AlexMiningGuy
Alex MG
6 years
@ArgosyMinerals update out today $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 months
Santa... it looks like you've got the sled out early this year! 🎄🧑‍🎄🎄🧑‍🎄 #uranium
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@AlexMiningGuy
Alex MG
6 years
Sometimes a delay is a good delay! #gettingbigger $AGY $AGY.AX @AlexMiningGuy
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@AlexMiningGuy
Alex MG
7 years
$AGY.AX today very different from when QDQY deal signed: Rincon project area 80% larger, $15M placement done and Stage 2 progress
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@AlexMiningGuy
Alex MG
5 years
Mercedes-Benz announces a “fundamental transformation” with all cars to be electric by 2039 #Evs #Lithium #Copper
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@AlexMiningGuy
Alex MG
6 years
#Lithium - From SQM's conf call "lithium demand continues to grow at record rates and should be >20% more in 2018 than last year. Average prices during first three months of the year >US$16,000/t... We believe this price pressure will continue through first half" $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 years
@ArgosyMinerals announcement - Approval to develop remaining Stage 2 ponds and Stage 1 on track... $AGY $AGY.AX #lithium
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@AlexMiningGuy
Alex MG
6 years
Nobody should underestimate the impact of this 'landmark' court ruling in Europe. It has the potential to accelerate the death of diesel across the entire continent and accelerate the adoption of #EV - #lithium $AGY
@colinmckerrache
Colin Mckerracher
6 years
Shortly after the diesel emissions scandal we said: "The days of diesel engines in urban centers are numbered, rules disincentivising their use will come slowly and then all at once". Approaching the 'all at once' point now.
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@AlexMiningGuy
Alex MG
6 years
$AGY - I'm frankly quite shocked at the reaction... the announcement this morning confirms how far we have come and how close we are to achieving the main goal!
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@AlexMiningGuy
Alex MG
6 years
#uranium - Just tipped over US$28/lb!!!
@numerco
numerco
6 years
Spot #uranium 2800/2810 USc/Lb #U3O8 (Chg 13c, 0.46%)
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@AlexMiningGuy
Alex MG
6 years
Volvo CEO interviewed on CNN just now... quote: "we don't really see a future for internal combustion engine cars" #lithium $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
3 years
#uranium breakout? 🚀🚀🚀
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@AlexMiningGuy
Alex MG
6 years
Jerko will present at the Bloomberg HKEX Asia Metals Seminar on 15 May (day after AGM) in HK during LME Asia Week - very prestigious, only #lithium company invited! Looking forward to it! @ArgosyMinerals $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
6 months
#Uranium Choo... choo... choo! 🚂🚂🚂
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@AlexMiningGuy
Alex MG
9 months
I think we're gonna hear a lot this coming week about small-modular reactors (SMRs) - market size, growth, underlying uranium demand etc... should be exciting! #nuclear #uranium #WNAsymposium $SMR
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@AlexMiningGuy
Alex MG
5 years
. @cameconews results out - additional ~2Mlb of #uranium purchases for 2019 - indication they're at the end of inventory draw-down - business so exposed to purchases that their cash flows decrease as short-term uranium price increases... We're very close to the uranium turn around
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@AlexMiningGuy
Alex MG
3 years
There goes a 20 tonne battery grade #lithium shipment!... Punas finest!... bye bye, enjoy your trip to Korea 🇰🇷! @ArgosyMinerals $AGY $AGY.AX
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@ArgosyMinerals
Argosy Minerals Ltd
3 years
Another cargo of @ArgosyMinerals high purity battery quality >99.5% lithium carbonate exported from our Rincon Project and shipped to our Korean customer. Proven and successful clean technology that no peer has achieved. $AGY moving forward.
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@AlexMiningGuy
Alex MG
4 years
@brandon_munro @oceantraderblog @SecBrouillette Marc Chalmers was urgently called to Washington from PDAC today so could be something imminent
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@AlexMiningGuy
Alex MG
7 years
Excited to be with $AGY.AX. Smart guys! Not just about China but maximising opportunity of being next LCE producer #optionality #maxvalue
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@AlexMiningGuy
Alex MG
4 years
Kazatomprom announcing production reduction of up to 10Mlb due to COVID19. With this, we now predict a total of 14-17Mlb of COVID19 related losses for 2020 uranium mine production. ie, 118-121Mlb total production vs. old forecast of 135Mlb! #uranium #FREXA0014078 @SylvainBaude
@NAC_Kazatomprom
Kazatomprom
4 years
“As the impact of COVID-19 continues to be felt around the world, Kazakhstan has taken strong steps to slow the spread of the virus,” said Galymzhan Pirmatov, chief executive officer of Kazatomprom.
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@AlexMiningGuy
Alex MG
5 years
Chinese Ministry of Environment and Ecology has given approval for two new #nuclear power projects (in Fujian and Guangdong) - this marks the end of a long hiatus for new project approvals! #uranium $FREXA0014078
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@AlexMiningGuy
Alex MG
5 years
Eelectric cars that will revolutionize 2019! #EV #lithium
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@AlexMiningGuy
Alex MG
3 years
As Tesla Booms, Lithium Is Running Out #lithium $AGY $AGY.AX
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@AlexMiningGuy
Alex MG
2 months
#uranium - Really looks like someone got bodybaged out of the trade (some mix of physical and certain stocks)... some good buying out there!
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@AlexMiningGuy
Alex MG
5 years
Cameco admits in its MD&A it slowed #uranium purchasing in Q3. Only 14.3Mlbs purchased in 9 months to end-Q3 but still forecasting total purchasing at 21-23Mlb for full-year, means Q4 purchasing rate likely 3.5-4.5x the rate of Q3 where they only bought 1.9Mlb! $FREXA0014078
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@AlexMiningGuy
Alex MG
4 years
#uranium - unusually large arbitrage between converters has been closing and forward curve returning to some semblance of contango, all without spot breaching US$30/lb. Bodes well for a more bullish allocation going into the Autumn! @SylvainBaude
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@AlexMiningGuy
Alex MG
6 years
Wow! Just after closing up US$0.25/lb yesterday, #uranium opening match price is up another US$0.25/lb this morning at US$23.75/lb - this is getting really interesting!
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@AlexMiningGuy
Alex MG
6 years
Another interesting visit to a cathode R&D center in China. Vast sums being spent on Li-Ion battery research here in China #lithiumisthenewoil $AGY.AX
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@AlexMiningGuy
Alex MG
6 months
At Eightstone Struktura OAM Uranium Opportunity fund, we recently updated our proprietary #uranium demand-supply forecast. Conclusions below. ISIN: KYG8T43G1167 Bloomberg: STRAOAM KY Equity
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@AlexMiningGuy
Alex MG
3 years
The EV space is becoming so crowded... good for consumers but not so good for margins for those players... best way to play the EV revolution from here is through the raw materials suppliers!
@CNBCnow
CNBC Now
3 years
BREAKING: Apple is close to finalizing a deal with Hyundai-Kia to manufacture an Apple branded autonomous electric vehicle at the Kia assembly plant in West Point, Georgia - sources
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@AlexMiningGuy
Alex MG
5 years
IMO this is what drove US markets today (with a bit of positive domestic retail sales action in the mix): China cuts tariffs on more than 700 goods
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@AlexMiningGuy
Alex MG
6 years
A 9th #nuclear reactor has just restarted in #Japan - These reactor restarts are accelerating - #uranium $AZZ.TO $PDN.AX $AZZ $PDN
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