Recent content by Heat.Beat

I’m learning a lot watching all this scrambling. Everybody has a great story until they get punched in the face by reality ( to paraphrase Mike Tyson); on one hand the business reminds me of buying an old house that on surface seems like a money-maker until you dig in and find foundation...

https://www.mining-technology.com/analyst-comment/iran-war-supply-chain-risks-outlook-mining-industry/ High altitude commentary- kinda depends on where you are sitting in the current situation; opportunities and pitfalls abundant

Yes there are some strange bedfellows out there for sure! This one kinda struck me like Starbucks having a satellite division.. I was looking at a much smaller Canadian company awhile back that was set to blow up the RE mining world and oh by the way they were also into cannabis...

I’ve been hearing about them for awhile… Looked into investing as they have an inside track in the DOW. Unfortunately, they are embedded in a mess called Compass Diversified. As I dug in a bit I found they are owned by somewhat of a clown show which strikes me as a bunch of jock athlete trust...

https://open.substack.com/pub/amandavandyke/p/the-war-behind-the-wars-chinas-bid?utm_campaign=post&utm_medium=web A different spin on current events from what general alarmism is spouting… She brings real granularity across a wide spectrum

So let’s get real here- on the national security priority list, electric vehicles and wind turbines can go sit on the bench…We have low tech replacements for them, including coal. I’m not sold on AI, but I do support a grid buildout and room to explore and expand.. Much as my free-market self...

Kind of a wake up call, I worked at Newport News in the late 70’s in the Forging and Heat Treating shop ( M51, for those familiar with NNS & DD Co); chromium and vanadium were a big part of the secret steel formulations and I’m reasonably sure none of it was coming from China at that juncture…

So- what Washington (read: Trump) needs to do to solve this in the shortest time possible is to invest heavily in the proven methods of conventional solvent extraction first and foremost, coupled with commensurate investment in alternative potential promising shortcuts ( there are several but...

Slightly off-topic but I am a little confused about the high-temp stuff; I read about both samarium/cobalt and dysprosium/terbium…do they have distinctly different applications? Those would seem to be pretty high on .gov list right about now

https://amandavandyke.substack.com/p/the-gaslighting-of-the-mining-industry From about a week ago but rather prescient! Connecting the dots should be pretty apparent now…I wonder how many lbs of finished high-performance magnets went down range in last 2 days

They did have that one guy who was a term 1 Trump dep sec or something who may be an inroad to getting all the DOW recycling which would be a score. I threw $1000 at it to keep it on radar

All very salient observations above! We have a predominance of officials here in the US who are not familiar with existential war. For 80 years or so, it’s been largely theoretical, stateside… I am reminded of the old board game “Risk”, where you accumulate leverage until you think you can run...

So far, they seem to be weathering the volatility well…As a complete outsider little guy, it strikes me that this is not CEO Mark Smith’s first rodeo. EXIM should pull the trigger on this one, scandium/aluminum alloy alone is worth the price of admission.

Watched the seminar today, they didn’t nail a whole lot down. 2.5 billion in plans, enterprise value and market cap of 2-3 times that over the last week. Would prefer to use equity stake or debt capital or both to finance US initiatives…. It’s gonna take DOW or something equally substantial to...

You can wish for a greener world, you can work for a greener world, you can invest in a greener world but you gotta understand there are entities out there ready to eat your lunch. Sometimes you have to compromise your beatific vision with reality