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lihkin_tx @lihkin_tx

Contrarian deep value investor based in Texas. Tweets on Uranium, WCS oil, Shipping, Offshore Drillers, Lithium, Cobalt, Vanadium, EVs, Hydrogen, Rare Earths. Texas, USA Joined April 2018
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lihkin_tx retweeted
TheWealthMiner Profile Picture

Ben Kramer-Miller @TheWealthMiner

a week ago

If you’re worried that the rise in the capital gains tax in Canada will hurt Canadian junior miners just remember that the CGT only applies when there are capital gains.

lihkin_tx retweeted
Guv999 Profile Picture

Guv999 @Guv999

2 weeks ago

Hi guys , you guys will not understand Tamil., So translating , two vehicles with 1400 KGs Gold worth about 100 mil USD impounded yday in Chennai, Tamil Nadu . Only 400Kgs had proper docs. Scale which regular twitter PM bugs can't even imagine. 😎👍 dinamalar.com/news/tamil-nad…

lihkin_tx retweeted
nope_its_lily Profile Picture

Lily @nope_its_lily

2 weeks ago

All you had to do is buy tech and do nothing else for the past decade, but instead you went long failing cable companies, nail fungus, South African gold miners, Australian uranium royalty trusts, random Canadian convenience stores, random Japanese small businesses, Latin…

lihkin_tx Profile Picture

lihkin_tx @lihkin_tx

2 weeks ago

Amen. Don't average statistics over a cycle when doing cyclical investing. The art is fine tuning your entries and exits within a single cycle!

BULLReturns Profile Picture

Cycle Bottom @BULLReturns

2 weeks ago

Amen. Don't average statistics over a cycle when doing cyclical investing. The art is fine tuning your entries and exits within a single cycle!

lihkin_tx retweeted
BULLReturns Profile Picture

Cycle Bottom @BULLReturns

2 weeks ago

Owning miners when they are on their arse (near a cycle low) is a certainty buy, using statements based on cycle averages for a cyclical asset class is meaningless when you exit as each cycle matures.

hammerinvesting Profile Picture

hammerinvesting @hammerinvesting

2 weeks ago

Owning miners when they are on their arse (near a cycle low) is a certainty buy, using statements based on cycle averages for a cyclical asset class is meaningless when you exit as each cycle matures.

lihkin_tx Profile Picture

lihkin_tx @lihkin_tx

2 weeks ago

Did someone say 25 year old vlcc is really old? How about this 50 year old vlcc still in use? @mintzmyer @charlesbonnerjr @trader_ferg

ahn_dea Profile Picture

Atya @ahn_dea

2 weeks ago

Did someone say 25 year old vlcc is really old? How about this 50 year old vlcc still in use? @mintzmyer @charlesbonnerjr @trader_ferg

lihkin_tx retweeted
eadatt Profile Picture

Emanuel Ajay Datt @eadatt

3 weeks ago

Came across this list of best undeveloped mineral projects on the ASX published in 2018 So interesting to see what eventuated 6 years later. #mining is hard!

lihkin_tx retweeted
offshoremayor Profile Picture

Mayor of Offshore Drilling @offshoremayor

3 weeks ago

I’ve had quite a few comments @ me bc of rig’s “500k day rate” announcement coinciding with Aramco cutting four jack ups today. . . The fact that most accounts on X have retail convinced deepwater is safer than shallow water blows my mind. I couldn’t disagree more with that…

lihkin_tx retweeted
culturaltutor Profile Picture

The Cultural Tutor @culturaltutor

a month ago

This city is not in Italy, France, or Germany. It's in China and it's less than ten years old. This is Huawei's R&D Headquarters, where 25,000 people work, and it might just be the most interesting office building(s) in the world...

lihkin_tx retweeted
Mastermines_CN Profile Picture

Ian Zhang (Teo) @Mastermines_CN

a month ago

From empty land to production in <2 years. This is the speed at how fast #China can make things happen. Xiaomi’s SU7 #EV Factory that spits out 300k units/year. This plant uses 30GWh/a, which equates to consumption of 22kt of #Lithium LCE equivalent, annually.

lihkin_tx Profile Picture

lihkin_tx @lihkin_tx

a month ago

Rotated 50% of my $CLSK into $IREN today. I was up 900% on $CLSK. So hopefully this doesn't leave me stranded having to pay cap gains tax out of pocket. Leaving the rest in $RIOT and $GBTC - all multibaggers.

EvolamTrades Profile Picture

EvolamTrades @EvolamTrades

a month ago

Rotated 50% of my $CLSK into $IREN today. I was up 900% on $CLSK. So hopefully this doesn't leave me stranded having to pay cap gains tax out of pocket. Leaving the rest in $RIOT and $GBTC - all multibaggers.

lihkin_tx Profile Picture

lihkin_tx @lihkin_tx

a month ago

Oroco! 17% IRR, 1.3 Billion USD Capex, 5 year payback! And a surface mine in Mexico, where nothing has got a permit in past few years. I am genuinely open to arguments for why its not an easy pass. #Copper $OCO $OCO.v

calichebahada Profile Picture

caliche bahada @calichebahada

a month ago

Oroco! 17% IRR, 1.3 Billion USD Capex, 5 year payback! And a surface mine in Mexico, where nothing has got a permit in past few years. I am genuinely open to arguments for why its not an easy pass. #Copper $OCO $OCO.v

lihkin_tx Profile Picture

lihkin_tx @lihkin_tx

a month ago

Wen reversion to mean?? #CRE @BULLReturns

KobeissiLetter Profile Picture

The Kobeissi Letter @KobeissiLetter

a month ago

Wen reversion to mean?? #CRE @BULLReturns

lihkin_tx retweeted
WallStreetSilv Profile Picture

Wall Street Silver @WallStreetSilv

2 months ago

This is a receipt from Burger King in 1986. 3 whoppers, 2 fries and 2 large vanilla ice cream for $8.39 Never forget what they took from us 😰

lihkin_tx retweeted
gjermundgroven Profile Picture

LookingForHiddenValue @gjermundgroven

2 months ago

I have now added almost added all available #uranium production potential to the updated model (which is not realistic). I have added 10% secondary demand from overfeeding, inventory and financials. Still, Kazatomprom can not miss and Arrow must come online in 2028.

gjermundgroven Profile Picture

LookingForHiddenValue @gjermundgroven

2 months ago

I have now added almost added all available #uranium production potential to the updated model (which is not realistic). I have added 10% secondary demand from overfeeding, inventory and financials. Still, Kazatomprom can not miss and Arrow must come online in 2028. https://t.co/CnPo1fjcMJ

lihkin_tx retweeted
thelithiumminer Profile Picture

BatteryMiner ⛏️ @thelithiumminer

2 months ago

Investing in mining companies is not a walk in the park. For anyone who's been around, you've certainly witnessed the shenanigans management choose to do. From questionable corporate governance to misleading drill results and financial disclosure. I've been vocal about taking a…

lihkin_tx retweeted
simongerman600 Profile Picture

Simon Kuestenmacher @simongerman600

2 months ago

You've seen me share a few maps and videos of the Panama Canal. I love that engineering marvel. This animation shows a map and a timelapsed journey through the canal. 15 seconds worth watching!

lihkin_tx retweeted
GoldForecast Profile Picture

Correlation Economics @GoldForecast

3 months ago

11 million ounces of palladium above ground, deficits of maybe at most 500K. That's still 20 years of inventory.

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