Sir Chartist retweeted
$FTNT: $1.2B Buyback Expansion, Billings Guidance Raised Third Time
• Q3 revenue +20% YoY to $2.08B; product revenue +37% to $765M; billings +29% to $2.34B; non-GAAP EPS $0.91.
• Full-year billings guidance raised for third time in 2026; FY revenue guidance implies 20% YoY growth.
• Inventory surged 48% to $591.2M from $399.5M in 9 months, signaling aggressive hardware cycle pre-build ahead of Q4 ramp.
Sir Chartist retweeted
$SPY looks bullish .
Base breakout.
Bull flag.
Retest of base breakout.
Now it just needs to HOLD.
Sir Chartist retweeted
The Evening Desk is up: PPI tomorrow 8:30 AM ET, CPI Friday, and futures now price a 60/40 coin flip on a September hike. $SPY $QQQ
Everything traders need before the bell: thebullticker.com/article/tz…
Sir Chartist retweeted
Frank Giustra owns alot of Oceanic Iron Ore $FEO.V $FEOGF
Might be worth taking an hour tonight to research this company.
I'll help you where to start👇
Interviews:
NEW: youtube.com/watch?v=Mlw9mvlc…
youtube.com/watch?v=ECw3lthU…
youtube.com/watch?v=aAJlsz3m…
Write ups: miningstockstoday.substack.c…
Company Deck: oceanicironore.com/_resource…
Sir Chartist retweeted
Sir Chartist retweeted
Oceanic Iron Ore just raised $50 million — and its biggest backer keeps buying.
The company closed a $50 million equity financing in February, a bought deal at CAD $0.75 per unit with warrants exercisable at $0.95 for three years.
Ryan Beedie — the Vancouver real estate billionaire and a major shareholder — has been a repeat buyer on the open market, adding again in February on top of multiple purchases through the fall of 2025.
The asset: the Ungava Bay iron property in Nunavik, northern Quebec — three project areas called Hopes Advance, Morgan Lake, and Roberts Lake.
The technical milestone that matters: Oceanic confirmed it can produce a direct reduction grade concentrate at Hopes Advance, with excellent iron recovery. Direct reduction grade is the high-purity iron feed used in low-emission steelmaking — the product steelmakers are increasingly paying a premium for.
In May, the company brought in Ashley Kates as CFO — nearly 20 years of mining finance experience spanning exploration through commercial production.
Important context: this is a pre-revenue, exploration-stage company. There is no production yet, and the next earnings report is November 20. All the risk that implies applies here.
$50 million in the bank. A billionaire buying more. A high-purity iron product proven at the flagship site.
$FEO on TSXV. $FEOVF on OTC.
Sir Chartist retweeted
Two years ago, Coeur Mining's free cash flow was negative $297 million.
Its full-year EBITDA was $142 million.
This year, the company expects roughly $3 billion in EBITDA and $2 billion in free cash flow.
From negative $297 million to positive $2 billion in free cash flow — a swing of more than $2.2 billion in two years.
That's not a gold-price story alone. That's a company that acquired SilverCrest, then New Gold, and rebuilt itself from a marginal producer into one of the largest all-North-American precious metals companies in the market.
Markets are closed today. The transformation isn't.
$CDE
The biggest mining company on Earth just quietly changed what it is.
For the first time EVER, $BHP made more money from copper than iron ore — 54% of earnings.
Cash flow +83%. Dividend highest in 4 years. Zero dilution.
But there's a court date in April 2027 nobody's pricing in.
Full fact-checked DD on the channel 🧵👇
Sir Chartist retweeted
Seven names are on today's gold stock watch list, according to MarketBeat's screener: Freeport-McMoRan, Newmont, Agnico Eagle, Barrick Mining, Hecla Mining, Coeur Mining, and Wheaton Precious Metals.
That list landed the same morning the sector is digesting Friday's hawkish Warsh selloff and today's partial bounce back.
Seven of the most recognizable names in the space, all drawing elevated screener attention on exactly the kind of volatile session where positioning tends to shift fastest.
$FCX $NEM $AEM $B $HL $CDE $WPM
Cameco $CCJ fell 6% yesterday. Here's what most people miss about this company:
It has 230 MILLION pounds of uranium already sold — on contracts that never pay below ~$77/lb, even if uranium crashes.
A junior at $50 uranium dies. Cameco at $50 uranium still gets paid.
And its 49% of Westinghouse — bought in 2022 when everyone shrugged — just filed for an IPO. One analyst pegs that stake alone near $11B. The US government is backing $80B+ of its reactors.
The catch: 67x forward earnings, and it just missed a quarter by half.
Seatbelt-and-airbag way to own the nuclear decade — priced like the decade already happened. Full breakdown on the channel 🧵👇
Other Videos we covered:
Copper Giant $CGNT.V $LBCMF
First Majestic Silver $AG
Newmont $NEM
Sir Chartist retweeted
Cameco $CCJ fell 6% yesterday. Here's what most people miss about this company:
It has 230 MILLION pounds of uranium already sold — on contracts that never pay below ~$77/lb, even if uranium crashes.
A junior at $50 uranium dies. Cameco at $50 uranium still gets paid.
And its 49% of Westinghouse — bought in 2022 when everyone shrugged — just filed for an IPO. One analyst pegs that stake alone near $11B. The US government is backing $80B+ of its reactors.
The catch: 67x forward earnings, and it just missed a quarter by half.
Seatbelt-and-airbag way to own the nuclear decade — priced like the decade already happened. Full breakdown on the channel 🧵👇
Other Videos we covered:
Copper Giant $CGNT.V $LBCMF
First Majestic Silver $AG
Newmont $NEM
Sir Chartist retweeted
$CGNT.V just dropped Q2 numbers after last week’s Mocoa assays.
771m of 0.54% CuEq, a C$31M raise, and a Trafigura offtake.
This is a massive result.
PEA coming soon.
Fully funded through 2026.
Copper is squeezing.
Sir Chartist retweeted
Barrick and Newmont settled a months-long dispute this past week — and the actual terms are more interesting than the headline.
Fourmile, one of Barrick's own development projects, is being added into the shared Nevada Gold Mines joint venture.
So are Newmont's Fiberline and Mike developments — assets that had previously been excluded from the partnership.
As part of the settlement, Newmont will pay Barrick $1.95 billion.
Three separate development projects, previously sitting outside the joint venture, all getting folded into the same shared structure at once.
$B $NEM
Sir Chartist retweeted
Colombia just delivered a textbook jurisdictional de-risking catalyst for mining investors. 🇨🇴
The swift revocation of Resolution 0994—which had blocked 1,500 hectares in the Santurbán region—signals a decisive break from regulatory gridlock toward pro-development policy.
Why this matters for resource equities:
🔹 Jurisdiction Risk Compression: Dismantling eleventh-hour bans immediately upon taking office removes a major sovereign risk overhang that suppressed valuations.
🔹 Capital Inflow Catalyst: Institutional capital requires regulatory predictability. Clear administrative support paves the way for fresh project financing, strategic JVs, and offtakes.
🔹 Stranded Asset Unlocking: Re-establishing legal certainty directly impacts the development timeline and net asset value (NAV) of tier-1 gold and polymetallic deposits in the region.
When jurisdictional risk falls, capital follows fast. Keep Colombian exploration and development names on your radar.
Our Colombian stock in focus is $CGNT.V $LBCMF
Sir Chartist retweeted
The US just struck a MASSIVE deal with Venezuela and it couldn't be more bullish for Copper Giant $CGNT.V.
Link in the comments.
Colombia is about to see a mining boom like never before and the opportunity won't last long to capitalize before smart money piles in.
COPPER GIANT
Sir Chartist retweeted
Teck Resources carries a Buy rating with a $76 price target.
The subrating breakdown is specific: High on Industry, Safety, Financial Strength, and Value. Medium on Management and Growth.
That's a company analysts see as fundamentally sound and reasonably valued, without necessarily expecting outsized near-term growth or flawless execution from leadership.
A Buy rating built on balance sheet strength and valuation, rather than a growth story.
$TECK
Sir Chartist retweeted
Big comment from a hall of fame investor ⤵️
$CGNT.V
“The copper supply deficit is real,” @Frank_Giustra said. “Projects like this one will be put into production. And now we have a very mining-friendly government in Colombia. A perfect storm.”
Sir Chartist retweeted
Copper Giant is the top Copper Junior Mining Story right now.
Colombia Mining will continue to see more capital allocation from smart money in the months to come!
$CGNT.V $LBCMF $CGNT
Copper Giant $CGNT.V dropped drill results yesterday.
Full breakdown on the channel 🧵👇
$CGNT $LBCMF
Disclaimer: We are NOT paid and have no affiliation with the company at all. We like the stock and the news and are covering this to inform and educate investors on our opinion. Not advice by any means.


















