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Samson Li

@SamsonLi7

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INTJ A Hong Kong based researcher for the Dutch Commodity Discovery Fund. Comments are my opinion only

Joined October 2017
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@SamsonLi7
Samson Li
5 years
This is the newspaper version - China Mining newspaper #nickel #Amur #aim
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@SamsonLi7
Samson Li
2 years
Sealing door in lockdown - im confused if they are dealing with covid or zombies
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@SamsonLi7
Samson Li
4 years
There are rumors that the Chinese government will add a group of industrial #metals into their strategic reserves. Prepare a different degree of bull run in various commodities due to massive printing of fiat currencies.
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@SamsonLi7
Samson Li
1 year
Pic of today #gold Jewelery wholesaler in Shenzhen, China. That is despite Chinese Au price is US$100+/oz higher than the international benchmark!
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@SamsonLi7
Samson Li
3 years
I was right as I predicted we will see #stagflation and many commodities are flying now. But $gold and $silver were being sold off for no reasons, and $platinum and $palladium are metals for cleaner air as well. The market has lost its sense. I know I will be right eventually,
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@SamsonLi7
Samson Li
2 years
Lock down in Shanghai - 1 can of coke can be traded for 20-30 eggs, or for 2 steaks. Warren Buffett is da true legend 👍 Coca-Cola become the new currency😎
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@SamsonLi7
Samson Li
3 years
This video was from last weekend at 1 Chinese wholeseller, that ppl decided to buy #gold after the price spike last Fri. Coincidentally Chinese ibanks also started promoting Au and related stocks this week under high infla/stagflation environment
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@SamsonLi7
Samson Li
3 years
9 Chinese provinces have received orders from the top to cut the consumption of electricity. Guangdong issued guidance that air conditioning should not be lower than 26c, and lifts in commercial buildings are not open up to the 3rd floor - to fight #carbon emission & #inflation
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@SamsonLi7
Samson Li
3 years
Today's scene in a particular wholesale store in China. Doesn't matter the physical buying of #gold continued, the financial market still thinks inflation is temporary and hence ditching the yellow metal.
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@SamsonLi7
Samson Li
1 year
#lithium is back - price of Ganfeng Lithium in mainland China rising by 8.62% today, while the HK listing is up by 6.2%
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@SamsonLi7
Samson Li
1 year
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@SamsonLi7
Samson Li
3 years
It may be a store by store cases, but this Chinese jewelery wholeseller is so packed right now & July/August is supposed to be a dull season for jewelery consumption in #china #gold
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@SamsonLi7
Samson Li
3 years
Holy China's net imports of #gold from Hong Kong in April jumped 219% from March 21 and...it was net outflow in April 20
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@SamsonLi7
Samson Li
2 years
As expected, blood bath in the Chinese stock market this morning, including #lithium stocks. Government authorities said they will continue the zero #covid policy in the foreseeable future. I'm actually getting more bullish on #gold and #silver
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@SamsonLi7
Samson Li
2 years
Finally... A small place in Shenzhen is being locked down after detecting 1 positive case in #covid , but people protest
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@SamsonLi7
Samson Li
3 years
@DonDurrett To be honest I think here in Asian we are less concerned on the geopolitical situation. We do not believe there will be a war, although the US is trying their best to provoke one
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@SamsonLi7
Samson Li
3 years
China journalists reported yesterday's sharp plunge in #gold price Asian time was due to some Japanese large funds dumping gold for US bonds as they think the yield has become 'attractive'
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@SamsonLi7
Samson Li
1 year
Gold juniors are trading like #gold is going to break below US$1000.....Quite a few ASX juniors now trading under US$20/oz...
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@SamsonLi7
Samson Li
1 year
My Chinese fd sent me today- the price of #lithium future contract in China finally moves up!! He said 1 Li deposit in China got permit rejected due to lack of environmental approval
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@SamsonLi7
Samson Li
3 years
A CaiBai jewelry store in Beijing today - autumn festival (video from a friend) #gold
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@SamsonLi7
Samson Li
2 years
In Xiamen, China now... #Pelosi #Taiwan #gold
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@SamsonLi7
Samson Li
3 years
For $copper junior diehards, could you share your top 3 global listing companies that could have potential for massive % price gains in the next 5 years? Criteria: Must be a listing company and current market cap < US$50M.
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@SamsonLi7
Samson Li
4 years
Heard a bad news last nite that a friend of mine took his own life two days ago. Although I have never met him in person he's been a nice dude and very supportive to me. He's an active speculator at the asx and we could have squeezed the silver shorts & having fun together... RIP
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@SamsonLi7
Samson Li
4 years
I had an early meeting with Highgold mining and I was requested to stop the meeting immediately by the lady after I just half-ly introducing about myself as she doesn't think I'm a qualified audience. Well at least I got my 29 mins back, which is awesome. @HighgoldMining
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@SamsonLi7
Samson Li
3 years
Commodities stocks in China and HK all going way UP this morning... Hope this momentum can get carried to the North America mkt tonite
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@SamsonLi7
Samson Li
2 years
#Gold stocks at lowest valuation vs physical ever in 2021 & 22...The market acted like last week & the US inflation was a surprise...but its NOT-many people here already predicted the train wreck miles away. Does the fund manager you employed really has a clue on whats going on??
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@SamsonLi7
Samson Li
8 months
Chinese ibankers begin promoting the nuclear industry chain (including #uranium ) to the buyside..
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@SamsonLi7
Samson Li
1 year
This is what I bought today at #RIUSydney23 #gold
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@SamsonLi7
Samson Li
3 years
#Zinc prices rose sharply overnight on news that Nyrstar is planning to cut production at its European smelters by up to 50%, due to elevated electricity costs.
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@SamsonLi7
Samson Li
3 years
A Chinese Newspaper has just asked me to write an article on Russia's deleveraging of the USD and increasing stake in #gold . Is a storm brewing?
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@SamsonLi7
Samson Li
1 year
Pegmatites from Tanzania! Thank you my geo friend who went through all the troubles shipping these rocks to me #lithium
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@SamsonLi7
Samson Li
3 years
China's #gold mine production fell 9.96% YoY in the first three quarters in 2021; domestic demand jumped 48.44% YoY, and 5.89% higher than same period in 2019 pre Covid
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@SamsonLi7
Samson Li
7 months
Some ppl used the lithium boom & bust as an example on whats gonna happen in #uranium - obviously they don't understand mining industry. Lithium supply surplus comes from the Chinese - private/corporate, legal/illegal, they just ramped up production... 1/
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@SamsonLi7
Samson Li
10 months
Australia is da hottest #lithium equity mkt right now. Unfortunately even if $pmet $pmt is sitting on 300Mt+,locals still prefer betting on tiny Li small caps with projects in WA that dont even have drilling assays yet. The WA premium is based on buyout hype, which will cool down
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@SamsonLi7
Samson Li
10 months
$WC8's FD market cap has surpassed $pmet / $pmt... to be honest I'm shocked #lithium
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@SamsonLi7
Samson Li
10 months
I picked up Hill Hill 8.5 yrs ago when she was less than 2 months old in an alley. In 2021 she fought off kidney failure. Unfortunately now she has just diagnosed with lymphoma, with the tumor already 90% the size of her heart. At least we should have enough time to say goodbye😭
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@SamsonLi7
Samson Li
1 year
Wondering which will be the first country to put #uranium into the list of Critical Minerals?
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@SamsonLi7
Samson Li
2 years
I sold lots of equities in Aug-Sept anticipating some significant correction. I have been buying alot recently, largest in #gold stocks(hope am not wrong), 2nd largest in HK Chinese stocks, then #oil stocks, some #uranium , & little #lithium . In case u dont know, im value investor
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@SamsonLi7
Samson Li
1 year
Jim Rogers was spotted at a coin show in Singapore recently. He has been a big fan of memorial gold & silver coins minted by North Korea
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@SamsonLi7
Samson Li
4 years
My group of companies that I think should have way higher market caps but 'unloved' by the market: Regulus, Aldebaran, O3, Cartier, Hot Chili (inc A$25m pay), Sarama, Exore, Xanadu, Golden Rim, Loncor, Nighthawk, Kore, Bonterra, Corazon, Tinka, $FWZ Whats your 'mkt unloved' list?
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@SamsonLi7
Samson Li
3 years
China Gold newspaper invited a dozen #gold experts to write on the price outlook of the yellow metal for 2022, and it is my honor that they chose me as part of the guest group to contribute this year, and the only author invited outside the mainland🙏
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@SamsonLi7
Samson Li
2 years
Market getting stupid again... Like this post if you think investing in physical #uranium is better than in bonds
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@SamsonLi7
Samson Li
3 years
A bunch of materials at recent spot prices vs it's historic peak. Last year I recommended #Silver #nickel and guess what, #uranium ..
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@SamsonLi7
Samson Li
4 months
I think it is now a good timing to get into HIGH QUALITY #coal stocks
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@SamsonLi7
Samson Li
3 years
Video from my same old fd who runs a jewelry wholesale business in China. Video taken today but it makes me dizzy due to the effects he used in the video. #gold
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@SamsonLi7
Samson Li
3 years
I was told that sales of #platinum bars have been very liquid recently in China - many Chinese picking up Pt for investment purpose. Industrial manufacturers have also been buying #Silver to stock up their inventories
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@SamsonLi7
Samson Li
3 years
Told ya #nuclear will be one of the biggest things in the next 20 years
@business
Bloomberg
3 years
China is planning at least 150 new reactors in the next 15 years, more than the rest of the world has built in the past 35
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@SamsonLi7
Samson Li
9 months
Dear Australian mates, be prepared mentally for a full time shift in domestic energy sometime down the road.... #uranium Press like if you agree Australia should also develop its domestic #nuclear power
@patrickadownes
Patrick Downes
9 months
"Opposition climate change and energy spokesman Ted O’Brien will advocate for removing #uranium mining and exploration bans – in addition to lifting the nuclear power moratorium"
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@SamsonLi7
Samson Li
3 years
MAYBE for the first time, Chinese authorities finally adding the possibility of #nuclear into solutions of green energy for aluminum smelting which is energy intensive. I have been preaching this for a looooonnnnggg time #uranium
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@SamsonLi7
Samson Li
3 years
Friendly alert: A close friend of mine who does not have much investment experience/background got into U.S. tech stocks months ago and losing money; today he told me he wants to get into cryptos. Make your own judgement
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@SamsonLi7
Samson Li
2 years
🙏🙏
@wmiddelkoop
Willem Middelkoop
2 years
Thanks to our man/researcher in Hong Kong @SamsonLi7 we invested $100k in this small Canadian lithium explorer last year It’s now worth over $1mln Yep, Patriot Metals is up over 1000% YTD #DiscoveryInvesting
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@SamsonLi7
Samson Li
10 months
Most likely #graphite has bottomed already
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@SamsonLi7
Samson Li
3 years
China has announced that in order to help other emerging economies to fight against carbon emission, they will stop building new #coal fired power plants outside the country.
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@SamsonLi7
Samson Li
2 years
The demand for loan in China has collapsed.. Because many ppl have lost faith so they dont need new $ for expansion or buying another house. There have also been more from the younger generation to pay off their debt early, which banks dont like. China's saving rate has surged.
@SofiaHCBBG
Sofia Horta e Costa
2 years
China surprises virtually everyone by cutting interest rates, while also draining liquidity from the financial system. Funding will get cheaper but there's less demand for it...? - MLF down to 2.75% from 2.85% - 7-day reverse repo down to 2% from 2.1%
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@SamsonLi7
Samson Li
4 years
Rumor: A Chinese company may announce an acquisition #gold deal after the Chinese stock market closed tomorrow (8th May North America day time) Heard the asset is in Canada (treat it with a grain of salt)
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@SamsonLi7
Samson Li
2 years
#lithium and #nickel stocks on the #ASX went crazy today. I'm taking partial profits in $sya and $win this morning, which was up by ~500% & 200% respectively. I do not have a good feeling in the stock market
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@SamsonLi7
Samson Li
2 years
More lockdowns in China's several laregest cities overnight due to #covid ... We will probably be experiencing the worst global economy in the next few years in our lifetime
@kay023813191
kay
2 years
よくわからんけど、今火を吹いてる主要都市は、深圳、天津、重慶、成都、武漢、大連、石家庄あたりかな?
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@SamsonLi7
Samson Li
3 years
Each provinces in #China has offered a guidance to the locals on things they should stock up for this winter, mostly medicine/meditools, food, water, clothing etc. Probably something to do with the supply crunch on essentials and inflationary pressure
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@SamsonLi7
Samson Li
4 years
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@SamsonLi7
Samson Li
2 years
According to @benchmarkmin , we should start to see a supply deficit in Natural #graphite , and the deficit will get far worse by 2028
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@SamsonLi7
Samson Li
4 years
As money flowing into small caps, Lundin Gold $lug has surprisingly fallen out of my top 5 holdings. My top 5 in order are O3 $oiii, Exore, Azimut $azm, Osisko Mining $osk and Cartier Resources $ecr. They now make up ~50% of my portfolio. #gold @O3Mining @CartierRess
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@SamsonLi7
Samson Li
2 years
Talked to an Australian mgt of a #lithium company. He thinks the Li ore in Canada is better than that in Australia. Adding there is massive upside in the supply chain in the country. IMO the North American financial mkt still don't get it.
@SamsonLi7
Samson Li
3 years
I have said a numerous times, that I would not be surprised if Canada is actually more rich in #lithium compared to Australia
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@SamsonLi7
Samson Li
2 years
I have been a decent #lithium stock picker so far yet my followers had not been responsing much to my Li posts much of last year. For whatever reason, my li posts have been receiving more traction/likes lately, meaning the momentum is starting to pick up. Sell b4 everyone gets in
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@SamsonLi7
Samson Li
4 years
After talking to many ppl in the last 2 days, the Chinese are likely not done buying #gold mines this year. I know 2 of their targets working on, but can't disclose their names for obvious reasons. Also over 90% of corporate deals discussed nvr materialised so need to be careful
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@SamsonLi7
Samson Li
4 years
A fund under a Chinese state owned company will become a major shareholder of a Canadian exploration company (with some resources) to be announced next week. It is NOT a takeover but a strategic investment. Feel free to take a guess but obviously I can't reveal the name.
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@SamsonLi7
Samson Li
5 months
Welcome $wr1 s Captain Australia to Hong Kong! Chris was in Korea, then Japan, today in HK, and off to London tomorrow. Hard working and smart executive👍
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@SamsonLi7
Samson Li
1 year
When will the Aussies waking up on the #gold price? Some junior gold stocks on the ASX are selling for peanuts, with valuation trading at < US$25/oz total resources like these projects are in Mars
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@SamsonLi7
Samson Li
3 years
Happy weekend all, greetings from Hong Kong🙏
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@SamsonLi7
Samson Li
2 years
All Chinese provinces are running into financial deficits in 1H22. Some cities have halted their public transportation services as no $ to pay salaries; others are selling assets/future income for cash. The result of 0 policy and the plunge of the property market
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@SamsonLi7
Samson Li
11 months
Thank you Tony Rovira thx SQM! What has been more impressive, is the timing - $azs basically a #lithium junior that no one cared back in Mar/April, & now a buyout in Oct 👍When I called him late last yr the same day they announced SQM strategic deal, he said not many ppl called
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@SamsonLi7
Samson Li
3 years
Please like this post if you are an investor in the resource extraction/exploration sector and have talked to any management in the said field through calls/conventions/online? Wonder how many people would be doing the extra leg work or just simply rely on some public opinions
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@SamsonLi7
Samson Li
2 years
Not attacking anyone, but some speculators would rather prefer non-proven source for #lithium like clay deposits in US, or geothermal in Europe, over a simple, high grade hard rock deposit in Mali with a proven lithium major as a JV partner, is an interesting perspective on risk
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@SamsonLi7
Samson Li
11 months
If you invest in commodities always look for what China needs. Not only they have huge population, the other edge they have is their execution is fast - less red tapes & time wasting as long as there is green light from central govt. This is why they can build in budget #uranium
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@SamsonLi7
Samson Li
3 years
China's #copper concentrates treatment and refining charges have recently broken below the low point saw in Oct 2010, meaning Chinese refiners are hunger for feed. Higher price is expected ahead, barring any short term price fluctuations & the collapse of the stock mkt
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@SamsonLi7
Samson Li
4 years
All the #gold and #silver stocks in China were doing good today. I have a feeling that the fund managers in the East have been positioning themselves into commodities for inflation trade, while managers in the West have been piling $ into #BTC anticipating an economic recovery
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@SamsonLi7
Samson Li
11 months
And I do believe I have been one of the most successful #lithium stock pickers since 2021 - Neo lithium, Arena, Patriot (Nov 21), and now Azure, guess lithium works wonder with my last name😹
@wmiddelkoop
Willem Middelkoop
11 months
@SamsonLi7 Our team keeps researching worlds best ‘discoveries’ 24/7, with geologist Neil Adshead as the latest addition
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@SamsonLi7
Samson Li
2 years
I cannot share too much due to obvious reasons, but many of my friends in Shanghai is in dire situation...not because of Covid, but they are running low in food at home...they do not receive food supplies every day, and when they do...the portion is not enough for 1 normal meal
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@SamsonLi7
Samson Li
2 years
Small sample size, but I hear the cupboards of some of the Chinese jewelry wholesalers were emptied. Chinese on buying spree again on #gold
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@SamsonLi7
Samson Li
2 years
According to World Gold Council, China's #gold demand began to pick up in May. This is my friend's store in Shenzhen today
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@SamsonLi7
Samson Li
3 years
With the inflation the world is having now, one would expect money flowed into commodities - but nope, Net Managed Positions in the following 5 metals all lower now than end of 2020, and substantially lower than historical highs. Did the authorities order funds not to get into?
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@SamsonLi7
Samson Li
1 year
My #lithium pick in early 2021 - Arena Minerals (being acquired by Lithium Americas). Red circle was the time on my initial recommendation. Got lucky
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@SamsonLi7
Samson Li
11 months
A #lithium deposit working on towards 200Mt? Mkt don't care; A deposit is proving to contain 60Mt but valuation < 30Mt? Don't care; A deposit is talking to more than 1 bidder? Don't care; Drilling just started after exciting visual? Don't care; Work on Li Concentrator? Don't care
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@SamsonLi7
Samson Li
1 year
Like this post if you think LKE does not deserve to have a higher market cap compared to $fl $gl1 $lth $lift $wr1 $gln $a11 $gt1 #lithium
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@SamsonLi7
Samson Li
4 years
I can't afford to wait till the North America opens. So I bought #silver shares at the #asx . I bought this stock in the honor of my friend, who have passed away last week. He recommended $mkr to me last year. Right now $mkr is still trading about half from its 52-week high
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@SamsonLi7
Samson Li
2 years
According to World Gold Council, US$16.6b inflows for global #Gold ETFs in 2022, vs $9.1b outflows in entire 2021. Tonnage 1.8% away from all time high in Oct 20. Yet Managed Money's Net Long in Au has been falling, and is just 42.1% of its ATH in 2019!! Manipulation at Futures
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@SamsonLi7
Samson Li
4 years
#copper prices are now higher than the pre-pandemic levels; yet many copper stocks are still trading below. Will there be a catch up in valuation? #tsx #asx #eikon
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@SamsonLi7
Samson Li
3 years
Sharing my view on #gold price online at China International Mining Conference @ Tianjin
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@SamsonLi7
Samson Li
1 year
IMHO, #lithium should become the greatest bull of all minerals seen in the last 20 yrs becoz all the world, as well as various sectors (up, middle, downstreams) all want a piece of it. Canada is the best bet for Li discoveries in the next 3-12 months.
@AllStreetsWolf
All Streets Wolf 📈
1 year
$RIO Rio Tinto entering James Bay via $MD.V options. Should help light up the area 🔥👀 Midland Options to @RioTinto an Interest in Several Highly Prospective Lithium Properties in James Bay, Quebec for Up to $65.5M in Expenditures & Other Payments
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@SamsonLi7
Samson Li
3 years
China EV sales in Aug jumped 170% YoY, +12% MoM. Aug retail penetration reached 17.1%, a historical high. Penetration was only 5.8% in 2020. #lithium #nickel #graphite
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@SamsonLi7
Samson Li
2 years
The Chinese Ibankers have been recommending #gold stocks is the way to go in stagflation
@KingKong9888
Eric Yeung 👍🚀🌕
2 years
A little birdie (my China stock broker) just whispered in my ear telling me that the Physical Gold contracts in SGE China went up in price a lot more than the London/COMEX Gold price. This caused all the Chinese Gold miners to shoot up in price. @oriental_ghost @mikesay98
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@SamsonLi7
Samson Li
4 years
China trimming down US treasuries for a fourth consecutive month, with holdings down to a 3-yr low. However they have increased their holdings in Japanese bonds.
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@SamsonLi7
Samson Li
4 years
It seems some people have been curious and asking my view on what #equities to invest lately. I share my mother's portfolio under my influence - Not the best model for sure, just a reference for ideas. #gold #copper #uranium #royalties #Pharmaceutical #Military value food #cafe
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@SamsonLi7
Samson Li
4 years
Talked about #gold today why it has been range bound, commented on the TMAC deal (would love to comment on the Cardinal deal but ran out of time) #tvb
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@SamsonLi7
Samson Li
1 month
Today is Peru's Independence Day. This is a piece of pyrite, covered by Sphalerite and a dose of Green Apatite, found at Huanzala, Peru
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@SamsonLi7
Samson Li
10 months
If you own any stocks in Chinese banks, my suggestion is to liquidate them all. The government is using banks as the ATM for the domestic economy (i.e. forced lending, interest rate return not in line with risks of borrower, higher bad debt etc)
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@SamsonLi7
Samson Li
1 year
I have been advocating $lll since the spinoff but the mkt didnt care. Many ppl say they lost faith in da junior sector. But look at the mirror, ask yourself if youve done enough homework before investing in a jr comp? Reading stock tips & sharings on twitter dont count #lithium
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@SamsonLi7
Samson Li
4 years
Remember what happened in March, the gold price was down first then up. This month is a good timing to accumulate large #gold caps
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@SamsonLi7
Samson Li
2 years
There arent likely any commodities that would remain in strong demand for a decade, but we will see it in #lithium , which should be even stronger than the uranium bull back in 2000-2007; indeed Li prices this time have already outmatched U price at that period. Alas, Li stocks...
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@SamsonLi7
Samson Li
3 years
And where is that guy who said he's better than Buffett by betting on airline stocks? 🤔
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