All views are that of the Company and do not constitute investment advice nor are they an offer to invest.
Joined April 2011
- Tweets8.2K
- Following1.5K
- Followers1.9K
- Likes5.1K
Pinned Tweet
#SWT Well there it is. Just how will the #DRC gov offer this to the US when they do not control it? US boots on the ground? Unlikely.
Alternate ethical, traceable sources of #tantalum required @SwitchMetals
reuters.com/world/africa/con…
$ARIC Charger keeps on delivering. Awale still flying under the radar - strategics positioned. @NewmontCorp @fortunamining @PDI_Gold
Another great set of results from @AwaleResources as it extends high grade charger discovery.
Still dramatically underperforming gold peers despite recent @fortunamining investment at 55c.
Maybe market wakes up soon #ARIC $ARIC
It makes us wonder why @KoBold_Metals are chasing DRC's Manono when they could simply transact with @Q2Metals Manono in a tier 1 jurisdiction 🤔
195
Absolute monster of a deposit. $QTWO
💥 BREAKING NEWS: Q2 Metals announces the results of its Preliminary Economic Assessment for the Cisco Lithium Project in Quebec.
⭐️ Post-tax NPV8: C$13.49B
⭐️ Post-tax IRR: 38.7%
⭐️ Production: 1.7 Mtpa SC5.5
Full release: q2metals.com/q2-metals-annou…
🧵 thread time 👇
Expansive #Lithium land package emerging alongside Atlantic Lithium #ALL and Lithium Africa $LAF.
@SwitchMetals showing it is not a one-trick pony.
#SWT Tiassalé adds scale to the #Lithium portfolio🇨🇮
Multiple targets identified across 990 km², including 3 priority anomalies
With Issia RC drilling results expected shortly & MRE advancing, Switch is proving it is not a single-asset story
RNS: wcsecure.weblink.com.au/LSE_…
Disclosure: We are shareholders in #GWMO $GWMOF
Highly encouraging update from @mining_great today.
#GWMO reports visible scheelite in multiple drill holes across the ~1km strike tested between Defender and Pine Crow, including 38m of continuous skarn from surface at Dough God with abundant visible scheelite throughout.
Assays are pending and will determine grade.
This initial ~1km drill-tested area sits within the wider potential 2–3km #tungsten corridor previously identified by the Company between Defender and M2.
This follows recent metallurgical test work which achieved 92.98% tungsten recovery from a 0.35% WO₃ bulk sample.
The results will inform the Company's maiden MRE as it continues to evaluate the wider potential of the Defender #tungsten system.
🚨 BREAKING: President Trump just signed an executive order that could reshape which companies actually get to build America's weapons. 🇺🇸⚔️
On July 20, 2026, Trump signed "Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials", and it's a direct hit on the practice of defense contractors quietly sourcing critical minerals from China. 🧲
👇
whitehouse.gov/presidential-…
What changes:
🔒 Waivers get MUCH harder to get.
Starting Jan 1, 2027, the Pentagon can no longer freely grant waivers letting contractors buy critical materials from "covered nations" (China, Russia, Iran, North Korea) just because they're the cheapest option. Contractors now have to prove they searched for alternatives and show a real exit plan.
🗺️ Full supply chain mapping.
No more hiding tier-3 suppliers, Contractors must map every material, from raw input to finished weapon system, including lower-tier suppliers normally invisible to the prime contractor. As Peter Navarro put it: "This is not paperwork. It is battlefield preparation." ⚔️📋
🕵️ Supplier vetting with real teeth.
Contractors have to assess suppliers for foreign ownership/control, financial vulnerability, and risk, and replace anyone deemed unreliable. Non-compliant or fraudulent contractors risk losing contracts entirely, or referral to the Attorney General.
The industry is split:
📈 Domestic critical minerals players are already waving this as validation, companies like Focus Graphite are publicly highlighting "strategic alignment" with the order.
⚠️ But the Aerospace Industries Association pushed back hard, warning that for SEVERAL of the targeted minerals, domestic capacity, scale, or purity simply doesn't exist yet, meaning the order could "impede reaching these goals" rather than accelerate them.
Why this matters for rare earths specifically:
🇺🇸This is the legal backbone behind the entire US reshoring, MP Materials, USA Rare Earth, Lynas's US contracts, and magnet recyclers are all positioned to benefit as DoD's tolerance for China-sourced magnets shrinks to near zero. 🧲
It also lands alongside a proposed DFARS rule that could extend this vetting to ALL unclassified DoD contracts above $5M, meaning the compliance wave is about to get much bigger than just rare earths.
🎯 The takeaway: Washington just moved from "please diversify" to "prove it or lose the contract." That's a fundamentally different level of pressure on the entire defense-critical minerals supply chain.
#RareEarths #CriticalMinerals #DefenseSupplyChain #ExecutiveOrder #Trump #NationalSecurity #Reshoring #MadeInUSA #NdFeB #MPMaterials #USARareEarth #Lynas #Pentagon #SupplyChainSecurity #ChinaDecoupling #DefenseIndustrial #Magnets
Most know by now that #tantalum's primary use is in capacitors and one of the main reasons prices have pushed on this year @SwitchMetals #SWT #Ta
Capacitor Frenzy: The Latest AI Bottleneck Trade Makes Memory Look Like Child's Play zerohedge.com/markets/capaci…
Coupled with the supply side constraints, one of the reasons we like #tantalum is that so many future technologies being proven in the lab seem reliant on it - chips to EV battery discharge, every few weeks a new potential application @SwitchMetals #SWT
bgnes.com/science/a-new-devi…
AI infrastructure spill over - capacitors one of the biggest uses of #tantalum.
Combined with supply side constraints, the macro backdrop is looking increasingly +ve for the metal. @SwitchMetals #SWT
"Capacitors Are The New Memory": Why Goldman Thinks Soaring Capacitor Demand Will Spark A Surge In These Stocks zerohedge.com/markets/capaci…
Once more we see supply side constraints highlighted in the Global #Tantalum market.
#SWT coming into a busy period as it looks to drill out its hard rock potential for both #Tantalum and #Lithium.
#SWT DRC suspends mining, including Coltan, in part of South Kivu 🇨🇩
The move highlights concentration of global #Tantalum supply and the importance of alternative, traceable sources.
discoveryalert.com.au/congo-…
#SPI great news for holders today.
The tell for us was the continued adding by Richard Griffiths in April from 8.4m shares to 12.48m.
Huge volume in #SPI the past week, looks like FIL almost out - expressions of interest run to 20th Jan.
Looks like the big block trade on 8th Jan was Richard Griffiths.
1
3
526
Also doesn't take into account Cote D'Ivoire potential, as per 23 Feb RNS:
The Board believes that its project portfolio remains highly prospective for further lithium discovery and subsequent value creation for shareholders. The Board believes that the Proposal focused primarily on the valuation of the Project, without fully considering the potential of the rest of its underexplored exploration tenure.
‘The Côtes du Rhône of scheelite’ Not only is @EdLoye a wordsmith, but he knows his rocks. Great listen. #GWMO
Ed Loye CEO sat down with Financial Analyst Charles @that_stocks_guy for a recent podcast interview.
They discuss the company’s tungsten ambitions in Nevada and the broader critical minerals supply crisis reshaping Western defence and technology industries.
Ed talks through his journey to the role, and why the tungsten opportunity rose so clearly to the top of the pile.
Hear Ed outline the company’s 2026 programme: with geophysics and mapping underway, drilling expected to begin in June, and a maiden MRE targeted for Q4 2026.
Listen to the full interview here:
thatstocksguy.substack.com/p…
#GWMO #Tungsten #CriticalMinerals
Listen to the full interview here:
thatstocksguy.substack.com/p…
#GWMO #Tungsten #CriticalMinerals
ALT Photograph showing the title 'Great Western Mining Corporation CEO Ed Loye, on a blue background.
#RMR smart move to secure highly fertile ground for #tin, #tungsten and #indium next to $ADEX Mt. Pleasant mine (1c to 17c in 1yr) and for a minimal cost of entry.
A deal for Mt. Pleasant is due imminently according to Minister Herron by a ‘well known company in the Canadian mining community’
Meanwhile in the #DRC the company is hitting its best tin mineralisation to date - this is highly opportunistic and complimentary to the existing portfolio.
Well played management 👏🏻
canadianminingjournal.com/ne…
#SWT No surprises yet again that #Venezuela's #Coltan is also off limits to the US.
latintimes.com/us-cant-dislo…
#SWT Well there it is. Just how will the #DRC gov offer this to the US when they do not control it? US boots on the ground? Unlikely.
Alternate ethical, traceable sources of #tantalum required @SwitchMetals
reuters.com/world/africa/con…
A district scale #tantalum / #coltan province in the making. Great to see further expansion of potential mineralisation and bodes well for MRE expansion 👏🏻
#SWT +7 km² of new #Tantalum-rich alluvial targets identified
🔹Incremental to the maiden MRE currently underway
🔹Shallow, free-dig targets support low-cost resource growth
🔹Targets reinforcing district-scale potential
RNS: wcsecure.weblink.com.au/LSE_…