Entrepreneur and investor looking for value. Very active in private and public equity investing, mostly Sweden and UK. Focus on tech and mining.
Mallorca
Joined February 2016
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- Following1.3K
- Followers2.4K
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KEvB retweeted
Legendary Australian Mining Investor Tony Manini On The Biggest Opportunity Of His Career youtu.be/BtpEKfsFJuw?si=m1cB…
It's a great pleasure to welcome Tony Manini to Goldfinger Capital. Mr. Manini is a geologist, mining entrepreneur, and Chairman of Andina Copper. Tony brings more than 35 years of experience across over 20 countries, spanning exploration, discovery, financing, development, and corporate transactions. His career includes senior roles with Rio Tinto, Oxiana, and OZ Minerals. He also co-founded EMR Capital and Tigers Realm Group, helping build businesses including NexGen Energy and C3 Metals. Today, he chairs C3 Metals and Asiamet Resources alongside Andina. With experience connecting geological opportunity to capital and project execution, Tony offers a valuable perspective on what it takes to build a mining company.
I really enjoyed this long form conversation with Tony, delving into his career, what drives him, how he manages risk in a venture capital industry, and what he's most excited about today. @AndinaCopper @C3Metals @AsiametTweets $ANDC.V $CCCM.V $GDX $RIO
#OMI
That’s better. 350k or so in 2 days. Half of what I bought but I’m a degenerate so.. near term high margin prod and major potential at el C. Let’s go
Orosur Mining Inc. Director Purchase of Shares
Full Story: nfne.ws/322725
#OrosurM $OMI.CA #OMI.V #JuniorMining #Mining #MiningStocks #SmallCaps #TSXV #Investing
KEvB retweeted
Interesting
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
KEvB retweeted
$ANDC.V More 1.0% copper close to surface (with no nasties and likely very high recovery rates) is obviously nice. However, at this stage, a couple key things to note that are likely being missed by the market right now -
1) This is a 3.5-4.5km footprint porphyry system (~1.8-2.2km for now on Cobrasco North owned by Andina alone). With high (straight) copper grades in multiple places at surface. It appears that there won't be a shortage of >0.2% Cu tonnage (at least 2Bt overall), and the only remaining question is the extent of the better (high) grades
2) With its large horizontal extent, limited vertical for the best tonnage (no need for a very deep pit later in mine life), and slightly steepening topography in the E-W direction, it lends itself to almost an ideal open- pit situation
3) Note that the 3D view in the news release shows downhole values cut at 0.5% (straight) copper. That paints the picture on its own
If the company shows more (new) shallow high grades and grows the overall tonnage from surface with E-W drilling (discovery "width"), we will likely be looking at a Tier 1 copper asset - and that's in a jurisdiction that has just drastically improved itself and become more friendly for business
Andina Copper Confirms High-Grade, Near-Surface Copper $ANDC.V tinyurl.com/27xeb9xz
KEvB retweeted
A rather meaty operational update on where we are and where we are heading at Anza
irtools.co.uk/140/story/413d…
All companies are dealing with a shortage of good drillers in Colombia as the local sector struggles to ramp up to meet surging demand. The rigs we have are now performing well. On the other hand, we face an embarrassment of riches in the targets we want to drill, but each target has different access conditions, requiring different types of rigs - so we must juggle a bit to direct the right rig to the right task.
The pause at APTA gives us some flexibility, but also gives us time to plan. Resource drilling is a different process to exploration drilling, requiring more standardised spacing etc. So we want to plan holes and develop access tracks so that we minimise the metres.
In the meantime we want to build a mine. Exciting times.
KEvB retweeted
It’s hard to believe the lithium demand prediction will be less next year , the world will need more lithium even LG energy has got big expansion outside China !
This is simply incredible, CATL, the world’s largest battery maker, will reach 1 terrawatt this year!
That is nearly as much power as the entire grid in the US. Or double the Indian grid or eight times the grid in the UK.
CATL last year shipped 661 gigawatt of batteries. This year its expects to reach 1 terrawatt.
CATL produces 39% of the world’s electric car batteries and 30% of batteries for energy storage.
Hardly any company contributes more to the green transition than CATL. It was founded 25 years ago by Robin Zeng to create jobs for the people of his small hometown of Ningde in southern China. I visited the impressive headquarters a couple of years ago.
But the giant eyes even higher. At a show in Shanghai last week Robin Zeng said that: “We are still not good enough”.
We are for example not able to pack a big jet with batteries.
Robin Zeng believes the next battery revolution will be powered by artificial intelligence:
* AI accelerates material discovery - moving into sodium, solid state batteries and many new and exciting materials.
* AI converts scientific knowledge into higher performing battery designs.
* AI improves manufacturing - analyzes data and makes decisions in real time.
KEvB retweeted
Peptides have arrived.
BPC-157, TB-500, KPV, MOTS-c, Epitalon and Semax.
Behind this launch is a team that has put enormous care into every detail:
- Clinical protocols developed with our Medical Commission, followed by clinicians trained on these peptides
- Prescription only, after an individual evaluation by a licensed clinician
- Compounded and dispensed by state-licensed U.S. pharmacies
- Ingredients from FDA-registered, CGMP-compliant manufacturers, with identity, purity and quality testing backed by certificates of analysis
- Ongoing clinical oversight throughout treatment
And we’ve worked hard on the price, too.
- $119/month per peptide
- $109/month per peptide in a 3-month plan
To everyone who helped bring this to life: thank you.
This is a big moment for Enhanced, our athletes, and our consumers.
Explore our full offering 👉 enhanced.com/live-enhanced/c…
$ENHA
Link to the announcement below.
KEvB retweeted
My favourite theme that I’ve been pounding the table on for the last year. Here we go! #Lithium
Electric trucks hit 50% of China's heavy truck sales, diesel demand falls electrek.co/2026/11/02/elect… by @fredlambert
KEvB retweeted
$KLAR at $12.70 trades at 1.4x 2027 transaction margin. The price implies ~$156m of operating profit at 20x. We expect $545m after stock comp in 2027.
Base value $31, $50 on 2028 numbers, $67 on 2029. 🧵
KEvB retweeted
You’re bearish? Stan Druckenmiller is bringing Hyperliquid to the US and you’re bearish?
#ARCM
Just took out a seller together with another guy. They were going way too cheap not to. Only me who read the update? No guarantees of anything coming out of it but mid drilling in Botswana and advanced talking in Zambia all sub £10m EV… if @RemyWelschinger is 🐂 so I..!!
#ARS
Expected news. Cutting costs and optimizing for the next steps. Beutong worked on, they’ve proven they can do deals in country and looking at new stuff. Happy to hold!
Senior Management and Board Changes | Company Announcement | Investegate investegate.co.uk/announceme…
