Discover and read the best of Twitter Threads about #zinc

Most recents (24)

Thought of the day: Fighting #commodity price tops will just result in 75% plus stockprice retracements, #cyclicality music always stops, grab a chair early to avoid serious regrets and portfolio destruction. Easy clue to follow, is 65-80% margins above cost curves are peakish.
Those #commodities that are currently near bottoming (0-20%) for the next up cycle 2H2023-2025....

#tin -65%
#ironore -66%
#nickel -60% (moving up)
#Lumber -72%
#zinc -40%
#HRCSteel -67%

Know where you are in the cycle....
1st Quartile candidates for the next cycle...
Read 8 tweets
Did you know where the potentially largest #uranium mines are in the world? Do you know the company that has the most upside in Sweden reinstating uranium mining? $AEE

This scoping study level project has a sub $20/lb AISC given the huge credits from Nickel, Molybdenum and V. Image
Reality check:

Low grade #uranium mines with massive secondary credits = low AISC outcomes

The option value of the Swedish assets to be built into $AEE's stockprice for $5-8 of NPV is 10-20c over the next 1-5 months.
You have been warned $AEE

$URNM entry coupled with #uranium Mining ban removal = satisfactory result
Read 6 tweets
"Animal-source foods are believed to contain the #meatfactor, a substance enhancing the absorption of micronutrients from plant-based foods"

academic.oup.com/advances/advan…
"it has been suggested that peptides, phospholipids &
mucopolysaccharides released during digestion of muscle tissue contribute in facilitating #iron uptake by mediating the formation of readily absorbable ferric oxohydrate nanoparticles"
But: "the enhancement in nonheme iron absorption is not at all influenced by the presence of heme in the muscle tissue [..] heme-free beef and heme-free chicken protein maintained the enhancing effect on nonheme iron absorption"
Read 6 tweets
China's most-traded #IronOre futures plunge 5.9% at night open, coke down 4.8%, coking #coal down 2.8%, hot rolled coils down 2.7%, #SteelRebar down 1.8%. Image
Benchmark Dalian #IronOre futures extend losses to 6.8% at 669 yuan/ton amid property sector turmoil.
Shanghai non-ferrous #metals fall on demand outlook, #nickel down 4.2%, #tin down 2.6%, #zinc down 1.6%.
Read 6 tweets
1/22. Deep dive to @zksync
2. #zkSync Overview
3. Features
4-6. #zkSNARKs
7. #zkPorter
8. zkSync 1.0
9. #zkEVM
10. Zinc
11-13. zkSync2⃣.0⃣
14-15. #Ecosystem
16. Skininthegame
17. TVL
18. Roadmap
19. Wen token
20. Backers
21. Audit
22. Comparison Image
2/22. zkSync Overview
@zksync is a zkRollup Layer 2 scaling solution on Ethereum developed by @the_matter_labs. It offers low gas and fast transactions, without compromising on security. Image
3/22. Features
- Ultra-low tx fees
- 2k TPS (20k TPS w/ zkPorter)
- Based on Eth security
- Users control of their funds
- No requirement for operational activity to keep the funds safe
- Withdrawals to mainnet in ~10 minutes
- Multisig support
- Permissionless smart contracts Image
Read 22 tweets
Thread on #Magnesium and why it is fundamental for our #health. #micronutrients
..many people debate the various ratios of #macronutrients like #protein, #fat, and #carbohydrates in their diet to find their optimal health. Which is great as we are #bioindividuals but most miss out on #micronutrients like #vitamins and #minerals.
The way our bodies are able to use the #macronutrients is fully dependent on how our #enzymatic pathways are influenced by various #micronutrients. One of the most important amongst is #magnesium.
Read 19 tweets
HILO sobre #zinc
1. El zinc es importante para la acción de casi 300 enzimas que ayudan en la digestión, el metabolismo, la función nerviosa y muchos procesos biológicos. Además, es fundamental para la función y el desarrollo de las células inmunitarias.
RT y compartir HILO ⬇️
2. Los tipos de suplementos de zinc que se absorben más fácilmente incluyen:
•Citrato de zinc
•Acetato de zinc
•Gluconato de zinc
•Orotar
•Sulfato
3. Busca siempre suplementos que no tengas aditivos dañinos como estereato de magnesio etc , suplementos con alta biodisponibilidad y sin aditivos como este:
amazon.es/Zinc-25mg-Alta…
Read 4 tweets
#2 B-COMPLEX/MULTI VITAMIN. Buy a liposomal or other form that increases bio-availability. Take 1 capsule w/Breakfast and Lunch. If you have stomach upset, try sublingual (under tongue) EZ Melt B-Complex in AM & Multi w/iron for Dinner. amazon.com/Liposomal-Meth…
#3 OMEGA 3s. Fish Oil, Krill Oil, Algae Oil are all good sources of Omega 3. Be careful the EPA/DHA ratio. EPA helps with inflammation/DHA helps with cognition. You need both! Opt for a 1:1 or 2:1 ratio of DHA to EPA (2:1 ratio eg. 800 DHA/400EPA) amazon.com/3Care-Concentr…
Read 93 tweets
Recently #commodities are reflecting a knee-jerk reaction to the conflict b/w Russia and Ukraine, but it's the longer-term neglect that's created the foundation for profoundly higher prices for longer.
Let's look at exploration and capex for industrial metals.

Short thread.
1/4
Global exploration budgets for #copper, #nickel and #zinc peaked in 2012 at $6.4B after a run in commodity prices, surpassing 2008 high of $5.2B. As prices fell from the high in 2011, exploration spending cooled to an avg. of $2.7B/yr since 2015.
2006-2015: $40B
2016-2020: $13B
Capex spend is similar. Aggregating capex for select major to mid-cap producers shows a clear lack of investment vs. prev. yrs, despite increasing sales in recent yrs. Notable is cons. estimates this trend to continue through 2023.
Capex/Sales
2006-2015: 13.4%
2016-2023E: 8.6%
Read 4 tweets
JUST IN:
Crude oil futures in #China INE open up 9%, low sulfur fuel oil also rises 6.34%.
#Ironore futures up 2.7%, thermal coal advances 3%, #zinc and #aluminum rise 1.8%.
Rapeseed meal and soybean meal are running off the reason peak. ImageImageImage
Crude oil futures in INE surges 11%, hitting the limit-up, low sulfur fuel oil jumps 9.4%.
#China #Futures #OOTT #inflation Image
DCE iron ore futures extended gains to 5.7%, to 788 yuan per tonne.
SGX iron ore rises 6%, back to above $150 per tonne.
#Ironore #China Image
Read 6 tweets
Plongée dans la sphère de désinformation complotiste.
Oui vous savez, celle où l'#IVM, l'#AZT, le #zinc et les #vitamines sont "portentiellement dangereuses", la #fluvoxamine "manque de preuves", mais où le #molnupiravir et les AC monoclonaux hors de prix sont "efficaces" !
Ah ces théories du complot, où ces complotistes de la HAS interdisent le bon vieux molnupiravir, et où l'Académie de Médecine et la Revue du Practicien recommandent la Vitamine D. Et que dire de ces pays corrompus comme l'Inde ou le Japon qui utilisent avec succès l'Ivermectine ?
Cette sphère d'une #bienveillance ... extrême
Read 12 tweets
Macro shorts commodities on 1bps of inflation deceleration. Mind u though: demand is half the story nor the real story!

Years of underinvestment should make shorting oil, EU/A gas or metals risky business this time & in absence of a deep recession due to Fed mistake.

Thread
Nickel - the battery metal - first. If you short Nickel, you deserve to lose all your capital. Reason: ignorance!

Read 10 tweets
#Peru #copper # tin #zinc #lead
So I tweeted a thread a couple of months back on how the election of a Communist President of Peru would seriously deter future mining investment, and put at risk existing production levels.
I have quietly watched developments since, including the burning of mining camps, road blockades and this week's uncertainty on maybe cancelling some mine permits. Sadly for the long-term prosperity of the Peruvian people my fears are playing out.
Investors crave certainty - there is currently none. #Peru is now uninvestible for new foreign Western World capital going in.
So what is the Govt's game plan here? Here is what I think they are doing / will be doing:
Read 10 tweets
I had a great phone call with @AtomicCorp today that has made me as bullish as ever on the company. I am going to share my thoughts from the conversation on this thread. I hope it helps you! $GLO $GLATF #Uranium #Zinc /1
1. FS study provides tier 1 economics but had to include higher than normal shipping and sulfur cost because of pandemic supply chain issues. Further the FS had increased sustaining capital cost from those in PEA. /2
By the time these inflated costs are incurred there could be meaningfully savings vs. what’s listed in the FS if prices on those items normalize. Further, the current drill program is focusing on turning #Uranium reserves closer to the Flank Zone into indicated from /3
Read 16 tweets
JUST IN:
China commodities jump in night session as global benchmarks surge, #zinc futures rise more than 7%, thermal #coal futures up 5%, #coke futures, #cotton futures up 4%, aluminum futures up 3%.
#China #commodities #futures
#China's most active #zinc futures hit limit up shortly after beginning of night trading session, last up 7.99%.
China's most-traded #nickel futures, #cotton yarn futures open up more than 2%.
Read 4 tweets
#China's most traded thermal #coal futures up 5%, coking coal futures up 3.96%, #coke futures up 4.11% in the Friday morning.
#China #commodities #futures
Most active #manganese-silicon futures and #ferrosilicon futures in China Zhengzhou up 3.97% and 2.44% respectively in early trade.
#China #futures #Commodities #Ferro
@nid_rockz
Most traded Shanghai #pulp futures contract falls 5.14% in early trade.
#China #commodities #futures
Read 6 tweets
Most active #manganese-silicon futures and #ferrosilicon futures in China Zhengzhou slump 5% and 5.34% respectively in early trade.
#China #futures #Commodities
@nid_rockz ImageImage
China's most traded #PVC (polyvinyl chloride) futures contract hit the limit down at open.
#China #futures #Commodities Image
Thermal #coal futures in Zhengzhou, China, open 1.15% lower on Thursday, off Wednesday's record high, the authority said to boost 220 million tons of additional coal capacity per year.
Coking coal futures down about 4% and coke futures down 3% in Dalian
ImageImageImage
Read 4 tweets
"le docteur Émile Gracien a prescrit l’hydroxychloroquine, l’azithromycine et l’ivermectime. [...] Au bout de deux ou trois jours, l’état de santé de ses patients s’est considérablement amélioré." evolutionmartinique.com/covid-docteur-…
Read 4 tweets
Le déni des traitements ambulatoires précoces... nuance également ?
Read 4 tweets
3ème dose ?

Un cluster de Covid-19 se déclare dans un Ehpad : deux résidents décèdent #Occitanie actu.fr/occitanie/lesc…
Read 4 tweets
Avoir laissé passer le déni de soin avant l'hospitalisation par les traitements ambulatoires précoces ?
Read 4 tweets
La medecine et la "science" ont déjà été bien simplifiées ?
Read 4 tweets
Cela fait 1 an et demi de violences...depuis le déni des traitements ambulatoires précoces...
Read 4 tweets

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