mining
September 2026Live view →
Where the voices land
All voices 5 voices5 bullish
Bullish
- ALAlex LangerBullish Langer says the company has turned a corner on throughput and is confident it can hit and hold higher production levels. “I think we've kind of turned a corner. We're very excited.” ▶ 3:03 Sierra Madre: La Guitarra Turns the Corner as Ex… · 25 Sept
Strongly bullish
- DPDustin PerryStrongly bullish Perry says mining is booming in the region, calling it the mic-drop point of the story. “mining's booming in the region” ▶ 17:15 Kingfisher Hits 38.5 g/t Gold—but Says the Big P… · 28 Sept
- IBIvan BebekStrongly bullish The mining sector is coming alive with real supply crunches in metals. “it's not just Peru, it's the sector coming alive” ▶ 0:46 Ivan Bebek: Sombrero Could Be One of Copper’s Ne… · 25 Sept
- HAHugh AgroStrongly bullish Agro says there is a huge amount of capital across the balance sheet now flowing into mining, with new pools of money and record attendance. “there's a ton of money across the spectrum of the balance sheet now available for the space” ▶ 0:52 Revival Gold Has Two Paths to Unlock Major Value · 24 Sept
- GBGary BohmStrongly bullish Bohm says the mining supply shelf is far short of what the AI buildout requires, implying a coming squeeze. “THE MINING SUPPLY SHELF IS STILL WAY SHORT: The AI Buildout Still Needs Massive Metal The World Hasn't Mined” Open the post THE MINING SUPPLY SHELF IS STILL WAY SHORT: The … · 15 Sept
5 bullish
Also asked
Policy 1 voice← against · for →1 for
Strongly for
- JJJason JessupStrongly for Jessup welcomes the federal government's new tax treatment allowing sustaining capital to be expensed rather than depreciated, saying it is great for the industry. “this is going to be great for our industry now that we can expense as opposed to depreciate sustaining capital costs” ▶ 5:07 Magna Mining: Levack’s High-Grade Upside Keeps G… · 24 Sept
Mentions
68 in September 2026Mon 31Tue 29 · 6Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeffrey Currie ++ 33 mentions
- Trevor Hall 17 mentions
- Bloomberg 12 mentions
- Gary Bohm 7 mentions
- Jack Farley 4 mentions
- Max Wiethe 3 mentions
- Adam Taggart 3 mentions
- Jérémie Boyer 2 mentions
See what your own voices say about mining, every morning.
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