Marc Tremblay @galtback

@WhiteHouse About the "Ghost Murmur" device that the CIA used to help locate a downed F-15E navigator in Iran?

I see a bright future for 5N Plus $VNP space solar panels business.

TheNewPhysics @CharlesMullins2

a week ago

🚨 BREAKING: Starcloud just turned Starlink’s laser network into the backbone for orbital AI data centers. A company called Starcloud has ordered 50+ Starlink Mini Laser terminals to equip 25+ future satellites. Not ground stations. Not fiber cables. Direct laser-linked

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@brivael Spot on. It’s interesting how a scarcity mindset systematically traps people in "low-ceiling" thinking. When you’re afraid of losing out, you tend to grab the first (often worst) idea available. An abundance mindset is the ultimate filter for quality.

@Hedgeye Folders outnumber files

Robert Friedland (Ivanhoe Mines founder) nailed it:'No semiconductors, no data centers, no electrification without copper.' That's why copper now moves with Nvidia & the AI boom. Throw in EVs, robotics & defense — the direction is clear. $20k/tonne ($9+/lb) in ~2.5 years is realistic. Copper re-rating will supercharge project NPVs.The West needs monster mines to replace the last generation.That’s why ATEX Resources ( $ATX ) Valeriano project in Chile is such a standout opportunity — a giant top-grade copper-gold porphyry in a top jurisdiction. $ATX $COPPER

Robert Friedland @robert_ivanhoe

2 weeks ago

On December 15, 2023, LME copper settled at $8,471 per tonne ($3.85 per pound). Today, May 25, 2026, the LME price is $13,660 per tonne, with U.S. copper trading (at a premium) at around $6.46 per pound. That’s a rise of over 60% in just two and a half years. The $15,000 per

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@elerianm IMO they forgot to list the most important asset that the US have in abundance, unmatched anywhere else: Entrepreneurial Dynamism

@NICKIMINAJ Lieutenant O'Hara is back

@MJTruthUltra It's time to think about securing phosphate! x.com/galtback/statu…

Marc Tremblay @galtback

3 months ago

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> THE BIGGEST WESTERN SUPPLIER OF GALLIUM IS $VNP.TO > THE BIGGEST TUNGSTEN SUPPLIER IS $EQR.AX

First Squawk @FirstSquawk

2 weeks ago

EU HAS SHORTLISTED TUNGSTEN, RARE EARTHS, MAGNESIUM AND GALLIUM FOR INCLUSION IN A PILOT STOCKPILE, SOURCES SAY

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@arianne_dan It's time to: x.com/galtback/statu…

Marc Tremblay @galtback

3 months ago

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"Elemental phosphorus is pervasive in defense supply chains and is therefore crucial to military readiness and national defense.  It is a key input in smoke, illumination, and incendiary devices and is a critical component for manufacturing the semiconductors that are central to numerous defense technologies, such as radar, solar cells, sensors, and optoelectronics.  It is also increasingly important in modern lithium-ion battery chemistries used in a multitude of weapon-system supply chains.  For these and other reasons, on November 7, 2025, the Department of the Interior, acting pursuant to the Energy Act of 2020, designated phosphate as a critical mineral." - Executive Orders, February 18, 2026

Marc Tremblay @galtback

3 months ago

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The global phosphate crisis has reached a tipping point, and the Saguenay Phosphate Corridor is the new frontline. With Mosaic ( $MOS ) CEO Bruce Bodine comments about phsophate and sulfuric acid during Q1 2026 earnings call, and spot sulfur prices recently skyrocketing toward $1,200/ton, the industry is at a crossroads. Here is how the two players in the corridor compare: First Phosphate ( $PHOS ): Focusing on a battery-only phosphoric acid plant using the legacy, century-old European Prayon process. The hurdle? It’s highly dependent on those massive volumes of expensive sulfuric acid and still faces a long road ahead—with Canadian mines averaging 15 years for permitting and the infamous Quebec BAPE process. Arianne Phosphate ( $DAN ): A "shovel-ready" massive-scale project that’s ready to build now. By leveraging Travertine’s leading-edge, American-born technology, they’ve created a circular model requiring almost no fresh sulfuric acid. This allows them to pivot seamlessly between the LFP battery and fertilizer markets. The Bottom Line: Geography is destiny. No matter which transformation plant crosses the finish line first, the Arianne deposit is the only one ready and available to feed the corridor. #Phosphate #Mining #Quebec #LFP #SupplyChain #Mosaic #Sulfur

Marc Tremblay @galtback

3 months ago

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The global phosphate crisis is hitting a breaking point. On the Q1 2026 earnings call, Mosaic ( $MOS ) CEO Bruce Bodine didn't mince words: "Geopolitical events are driving volatility throughout the global phosphate supply chain... China has banned phosphate exports through August, and other competitors have significantly curtailed production primarily due to sulfur availability. To put it simply, there is not going to be enough phosphate to meet global demand." As the world scrambles for sulfur and raw materials, Arianne Phosphate ( $DAN ) is changing the game with Travertine Technologies. While others are throttled by sulfur shortages, this partnership "creates a circular production model where Arianne’s high-purity ore naturally demands less acid, while Travertine’s technology recycles and regenerates the sulfuric acid, effectively eliminating the need for a continuous supply of fresh acid and the subsequent creation of phosphogypsum waste." The solution to a broken supply chain isn't just more mining—it's smarter science. #Phosphate #Agriculture #LFP #Sustainability #Mining

@calvinfroedge It's now time to: x.com/i/status/20292…

Marc Tremblay @galtback

3 months ago

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Atex Resources $ATX $ATX.TO is an Escondida in the making.

MinerDeck @MinerDeck

a month ago

🇨🇦 Weekly insider buying highlights

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Based on the recent Fox River acquisition benchmark, Arianne Phosphate (TSX-V: $DAN, OTCQB: $DRRSF) fully permitted status should command a typical 3x to 5x rule of thumb multiplier over the Fox (Early-stage/PEA-level) P/NAV, implying a theoretical fair value between C$1.50 and C$2.60 per share compared to its recent price of $0.425. Now, in the current geopolitical context, that could be multiplied to the sky should historical phosphate rocks prices peaks repeats.

Marc Tremblay @galtback

3 months ago

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@farzyness x.com/i/status/20516…

Marc Tremblay @galtback

a month ago

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@MilkRoadAI x.com/galtback/statu…

Marc Tremblay @galtback

a month ago

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