Incomet is a specialized Mining Investment Firm

Planet Earth
Joined March 2020
Incomet retweeted
📢 CIM-MES Seminar Alert! ⚒️ How do you raise $1.3B for a mine when your market cap is only $200M? Join Kerry Knoll. 🗓️ Nov 4 | 3:30 PM EST💻 Online & Free 🔗 Register: eventbrite.ca/e/cim-mes-dg-f… @CIM_ICM
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📢 CIM-MES Seminar Alert! ⚒️🤖 How will AI reshape future metals demand and battery materials? Join Ken Hoffman for a deep dive into tech-driven resource shifts. 🗓️ Oct 6 | 3:30 PM EDT💻 Online & Free 🔗 Register: eventbrite.ca/e/cim-mes-dg-t… #CIMMES #Mining #AI #CriticalMinerals
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Recent Private Placements participated: Avanti Gold Irruptive Resources Red Dune Resources Goldera Exploration Arras Minerals Enduro Metals RPX Gold Four Nines Gold Relevant Gold Blue Jay Gold T2 Metals Spartan Metals Great Pacific Gold Centurion Metals Goldstorm
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Recent Private Placements participated: Evergold Mackay Gold & Silver Argentina Metals Lunex Metals Silverco Mining Olympic Metals
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🚨 The Hidden Costs of Major Operational Failures 🚨 What failures really cost beyond repairs: value loss, delays, risk & reputation. 💻 Online | 💸 FREE 🔗 eventbrite.ca/e/cim-mes-dg-s… #CIMMES #OperationalRisk #MiningOperations #ProjectRisk
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30 of the sharpest resource investors on the planet sat down with us to predict the big market movers of 2026. Some of the calls are logical, some are leftfield, and a few might even move markets. This is Part 1 of our annual Fund Manager Predictions series, where each investor answers the same four questions, rapid fire: 1. Highest conviction call for 2026 2. Most non-consensus prediction for 2026 3. Best performing commodity for 2026 4. Worst performing commodity for 2026 Part 1 featuring: • Rick Squire | Acorn Capital • Ben Richards | Seneca Financial • Warren Gilman | Queens Road Capital • Kingsley Jones | Jevons Global • Henry Ruehl | Sierra Morena Capital • Hedley Widdup | Lion Selection Group • Russell Delroy | Nero Resource Fund • John Forwood | Lowell Resources Fund • Chris Berry | House Mountain • Anthony Kavanagh | Chester Asset Management • Sam Berridge | Perennial Natural Resources Trust • Samuel Pelaez | Olive Resource Capital • Christopher Schmidt | Incomet Capital YouTube → youtu.be/6i-eq-eZ00Y Spotify → open.spotify.com/episode/6mh… Stocks mentioned: $NMG.AX, $WGX.AX, $BGL.AX, $GHM.AX, $RXL.AX, $WTM.AX, $XRF.AX, $ALV.AX, $NHC.AX, $SMR.AX, $VBX.AX, $LRV.AX, $QRC.TO, $NXE.TO, $GROY.A, $KGH.WA, $BHP.AX, $RIO.AX, $KRM.AX, $NICU.V, $AAR.AX, $HAV.AX, $DVP.AX, $SFR.AX, $AIS.AX, $PEX.AX, $HCH.AX, $STM.AX, $TTM.AX, $SOLG.L, $GMIN.V, $ELV.AX, $PLS.AX, $MIN.AX, $KAR.AX, $STO.AX, $BPT.AX, $COI.AX, $MGX.AX, $TAM.AX
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BIG NEWS 🚨: ANS Exploration expands in #SaudiArabia, winning 8 new licenses (694 km²) & PQQ approval for 25 total! 🇸🇦 Read more: ans-exploration.com/_resourc… #Mining #Gold #Copper #Vision2030 $ANS
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Major Board update: We are pleased to welcome Jim Rutherford, Ashwath Mehra, and Tim Keating as Independent Directors. Their combined experience in capital markets, operations, and Middle East strategy is vital as we advance our Saudi portfolio. 🚀ans-exploration.com/_resourc…
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Big move from $ACG Metals @ACGMetals One of the most undervalued single-asset Cu/Au producers just got stronger: Sulphide expansion underway, and now the Enriched Ore Treatment Project adds major low-capex upside. 📈 NPV8% ≈ US$212 m | IRR ~185% | Capex ~US$39 m Clear path to become a low-cost copper producer by 2026. We’re long $ACG - serious re-rate potential ahead.
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Prospector Metals has great news this morning. The mid-cap gold producer B2Gold has acquired a strategic stake in this promising gold/copper explorer at a premium with no warrants. This is a big vote of confidence for PPP and an excellent junior mining financing! 💸💰🪙 Prospector Announces $10 Million Equity Investment by B2Gold ceo.ca/@newsfile/prospector-… $BTG $PPP.v
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-22% share price drop today on no news.... @TRAVmoneyofmine Any info? Nothing on HotCopper either. Might be a good top up opportunity.
Toubani Resources Secures A$395M Funding for Kobada Gold Project @toubani_gold !
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Recent Private Placements participated: Ongwe Minerals Argentina Metals Tribeca Resources Kobrea Exploration Tiger Gold Eastport Ventures #Mininginvestment
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Feels like every gold junior suddenly “has” an antimony project. Funny how those low-level Sb values in old geochem datasets, the ones everyone ignored for years, have now become “strategic anomalies.” Reminder: 20–50 ppm Sb is a pathfinder, not a deposit. Let’s not rebrand geochemical smoke as critical mineral potential. For context: yes, Sb can be associated with Au, especially in late-stage orogenic veins (stibnite, etc.). But unless you’re seeing visible stibnite or >0.5% Sb across real widths, it’s not an Sb deposit, it’s marketing. 🔥
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1971: $35 2025: $4,200 CAGR: 9.3% for 54 years No CEO. No balance sheet. No innovation. No bailout. Just sound money doing its thing. Gold didn’t moon. Fiat collapsed. 🌕💥 #Gold #InGoldWeTrust #SoundMoney #IGWT25
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Next consolidation in the Royalty Space? How about Altius acquires Ecora?
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Toubani Resources Secures A$395M Funding for Kobada Gold Project @toubani_gold !
Expect a pretty solid project finance package for $TRE @toubani_gold. Kobada ticks a lot of boxes: <250m$ CAPEX, AISC < 1500$, >150kozpa, IRR >30% but challenging jurisdiction. Certainly under the radar at the moment with market cap <60m$!
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Why is Bonterra Resources $BTR.V not moving in this market? @DonDurrett any ideas? EV/Oz valuation seems very attractive.
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Other recent potential major discoveries in the making (besides: Onyx, TDG, Many Peaks, African Gold)?
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We can add $PPP hopefully soon.
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