Junior Mining spoilers series

#Mintwit #spoiler #series
Hard-to-raise-money-times also mean only the best projects/teams will get financed without being diluted into oblivion. Healthy for the sector, yet brutal if you own it. #BePicky

— 🅿🅴🆃🅴 (@Pete__Panda) August 25, 2023

#mintwit #spoiler

Hard cold cash is the only commitment that counts.
Not a pre-production, no-strings-attached, off-take deal.

— 🅿🅴🆃🅴 (@Pete__Panda) August 22, 2023

#Mintwit #Spoiler #Series

Those hoping for "a big payday, someday" will end up disillusioned.

White knights, big premiums, bidding wars,… these are unicorns, not exit strategies. Advancing your projects is

— 🅿🅴🆃🅴 (@Pete__Panda) August 17, 2023

#Mintwit #Spoiler

Everyone is proud of their winners. Therefore it's extra painful to see profits being eaten away by 'speculating' on shitco's. Don't buy shitco's.

— 🅿🅴🆃🅴 (@Pete__Panda) August 10, 2023

#Mintwit #Spoiler

People have problems with scale;

Escondida has a desalination plant with a 3200-liter water capacity. Per seconde.

Voisey Bay has one icebreaking bulker (Umiak 1) that runs at an OPEX of $100k/day. Making just 12 trips a year, transporting C$1.5B worth of ore

— 🅿🅴🆃🅴 (@Pete__Panda) August 2, 2023

#Mintwit #Spoiler

EVERY project has its specific challenges. So comps with peers only go that far.

— 🅿🅴🆃🅴 (@Pete__Panda) July 31, 2023

The bigger the leak, the bigger the news #mintwit #spoiler

— 🅿🅴🆃🅴 (@Pete__Panda) March 8, 2023

Extreme example of why you need to read the reports and not just the nice & slick slide decks #mintwit #spoiler https://t.co/TCjfx3ZOtz

— 🅿🅴🆃🅴 (@Pete__Panda) February 23, 2023

#Mintwit #Spoiler

Kind of a big red flag if a company is consistently NOT giving info on dusters drilled 🚩🚩

It's par for the course to drill dusters, it's not OK to not tell shareholders

— 🅿🅴🆃🅴 (@Pete__Panda) February 23, 2023

#mintwit #spoiler

The best push to spend hours researching a stock/sector/commodity is having dough on the line

Hence many speak about a "starters position"

— 🅿🅴🆃🅴 (@Pete__Panda) August 17, 2022

#mintwit #Spoiler

"X is gonna be the next Y"

=> Stick to Y, chances are low

— 🅿🅴🆃🅴 (@Pete__Panda) August 11, 2022

TLTR: One bad mgmt decision can ruin ANY project #mintwit #spoiler

— 🅿🅴🆃🅴 (@Pete__Panda) July 5, 2022

#Mintwit #Spoiler #Metallurgy

Approx 99% of the ore pulled up is worthless. Cost-effective 'extracting/releasing' the valuable 1% is why so many pay close attention to "Metallurgy & Met sample tests"

— 🅿🅴🆃🅴 (@Pete__Panda) June 17, 2022

#Mintwit #Spoiler:
One discovery hole doesn't make a deposit.

Example 3041: Lefroy drills 38m at 7.6gpt gold in Feb 21 $lex.ax pic.twitter.com/8jkDWjQW5y

— 🅿🅴🆃🅴 (@Pete__Panda) April 8, 2022

#mintwit #Spoiler

A nice drill hole headline is like a beautiful woman. It catches the eye but can turn out dangerously expensive.

— 🅿🅴🆃🅴 (@Pete__Panda) February 11, 2022

#Spoiler #Mintwit

No-brainers do require a brain to assess it's a no-brainer. So do your own due diligence.

— 🅿🅴🆃🅴 (@Pete__Panda) February 2, 2022

"Look to where the puck is going"

Translated for #mintwit #spoiler:

"Look at which insiders are buying"

— 🅿🅴🆃🅴 (@Pete__Panda) December 6, 2021

#mintwit #Spoiler

The shareholder base is maybe the most underestimated feature of a stock when new to junior mining.

The @ceodotca channels are gold in this perspective

— 🅿🅴🆃🅴 (@Pete__Panda) November 8, 2021

#Mintwit #Spoiler

"Pro's" are looking for juniors that can find a potential mine. Satisfaction in validation.

Most retailers are looking for a winning trade in the end. Satisfaction in $$.

Different game & mindset.

— 🅿🅴🆃🅴 (@Pete__Panda) November 3, 2021

#Mintwit #Spoiler

General rule 1: Don't lose money

So value people that call out BS #FF

— 🅿🅴🆃🅴 (@Pete__Panda) November 3, 2021

As my macro posts are hitting a nerve/on a roll, I'll continue #mintwit #Spoiler

A tenbagger is no easy feat. Adding a zero to the market cap is a tremendous accomplishment. Holding the whole way to get there isn't easy either. Send a TY note to the team. CC yourself. pic.twitter.com/5a1At4PVTN

— 🅿🅴🆃🅴 (@Pete__Panda) October 26, 2021