SmoothTW

    • SmoothTWSmoothTW
      ·03-14
      Tin Turmoil in Congo - $METALS X LTD(MLX.AU)$ Primed for massive profit   $METALS X LTD(MLX.AU)$ is positioned to benefit significantly from recent developments in the DRC, where Alphamin Resources has temporarily halted operations at the Bisie tin mine due to escalating militant activity.  This disruption, affecting over 4% of global tin supplies, has caused tin prices to surge to an eight-month high. Metals X, operating in politically stable Australia, stands to gain increased market share as manufacturers seek reliable tin sources amidst uncertainty in Congo. The stock price jumped 20% when ASX opened this morning but some commodity sector insiders have suggested 100x potential if th
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    • SmoothTWSmoothTW
      ·02-15
      Long peace, short $LNG. The prospect of a peace agreement in Ukraine is gaining traction. While positive for global stability, it could trigger a significant shift in energy markets. European natural gas prices surged after Russia’s invasion, driving demand for LNG imports as countries scrambled to reduce reliance on Russian pipelines. Peace would likely ease those pressures, restoring pipeline flows and reducing the urgency for expensive LNG cargoes. A bearish outlook on natural gas fundamentals makes shorting LNG (Cheniere Energy) an increasingly attractive trade  Long peace, short gas.  #Macro #EnergyMarkets #Geopolitics #NaturalGas #LNG #TradingIdeas
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    • SmoothTWSmoothTW
      ·02-12
      🚀 $Archer Aviation Inc.(ACHR)$  x Anduril: A Game-Changing Defense Partnership & a Rare Retail Opportunity! Archer Aviation (NYSE: ACHR) just announced a major strategic partnership with Anduril Industries to develop hybrid VTOL military aircraft. This is huge—Anduril is a cutting-edge defense tech company backed by Peter Thiel, but it’s still private. This deal gives retail investors rare early exposure to Anduril’s growth before a potential IPO. 📈 Why this is BULLISH: • Defense $$$ Flowing In – U.S. DoD programs could be a massive revenue driver. • $430M Fresh Capital – Backed by Stellantis, United Airlines, and Abu Dhabi’s 2PointZero. • Archer Defense Launched – Led by a Lockheed/Sikorsky veteran to push military adoption. • Scalabilit
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