Hank Ruehl (@HankRuehl) / X

Hank Ruehl

1,198 posts

Hank Ruehl

@HankRuehl

Mining investor focused on critical metals & minerals. Here to share my own opinions, not investment advice; I probably own the companies I'm talking about.

Palo Alto

Joined May 2020

Pinned
Hank Ruehl
@HankRuehl
Feb 10, 2025
This is exactly the way the PRC wants the rest of the world to think about critical minerals/minor metals. The risk isn't "oh no, tungsten prices have 5xed." It's "oh no, we just don't have any tungsten for drill bits and munitions and it will take years to build new primary or
36K
Hank Ruehl
@HankRuehl
Oct 11, 2025
18K
Hank Ruehl
@HankRuehl
Aug 15, 2025
You won’t catch me posting much about personal things, but just proposed (successfully) so sending good vibes to you all at this time. May everyone’s favorite mining stocks moon and even everyone’s favorite non-mining stocks!
3.9K
Hank Ruehl
@HankRuehl
May 13, 2025
In light of recent drill results released from their newly owned mines, I wanted to do a long-overdue writeup on Magna Mining, my largest position for over a year now. I think Magna offers a remarkable mix of current production with a low-capex near-term pathway to ramp up
18K
Hank Ruehl
@HankRuehl
Jul 6, 2025
Replying to @kirillklip and @YellowLabLife
Thanks for your reply, Kirill. Just for the record: 1. I have explicitly avoided recommending any vote or course of action to other shareholders to date. Believe it or not, shareholders are allowed to publicly express opinions about a company without being considered part of
17K
Hank Ruehl
@HankRuehl
Jul 9, 2025
It appears @kirillklip has hidden my reply here - just once more for posterity, I'll reiterate my two core questions: 1. Why have you sold over a million shares in the last month at a price you claim is not only undervalued but "suppressed"? 2. What assurances can shareholders
Hank Ruehl
@HankRuehl
Jul 6, 2025
Replying to @kirillklip and @YellowLabLife
Thanks for your reply, Kirill. Just for the record: 1. I have explicitly avoided recommending any vote or course of action to other shareholders to date. Believe it or not, shareholders are allowed to publicly express opinions about a company without being considered part of
8.1K
Hank Ruehl
@HankRuehl
Aug 12, 2025
As promised, here are my current thoughts on Guardian Metal Resources, a Nevada tungsten developer that’s become my third-largest position. Tungsten is on a roll thanks to China’s export controls, and the most advanced US developer, with two past-producing projects that won’t
10K
Hank Ruehl
@HankRuehl
Jul 1, 2025
Thanks for having me on, guys - great talking Magna, IperionX, TNR, and more! Wish I’d pointed out Magna’s exploration upside more, but a very fun conversation.
Money of Mine
@moneyofminepod
Jul 1, 2025
Undervalued Copper, Twitter Activism and IperionX with @HankRuehl 🔗 youtu.be/SfAbavV51OA • Rack Attack Endgame: Prediction $NWC $CAML • Magna Mining is a copper mining ‘sleeper’ $NICU.V • Grassroots, Twitter-led activism to unlock $TNR.V value • IperionX: hype or
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Hank Ruehl
@HankRuehl
Oct 16, 2025
The rare earth equities bubble is exactly that, but I've seen a lot of criticism of the US govt's strategy, and it's not clear to me exactly what else they're supposed to do (in broad strokes, in the long term). Hope that China plays nice for the rest of eternity? There are only
4.3K
Hank Ruehl
@HankRuehl
May 30, 2025
Increasingly hard to make the argument against the relative value of PMET in the lithium space at this point. 1) The China-centric supply chain is completely unsustainable for basically all producers given subsidies/overproduction. Will it recover? Almost certainly, but when,
7.9K
Hank Ruehl
@HankRuehl
Nov 12, 2025
You are a uranium exploration investor. You have the following options for investment: - An Athabasca Basin explorer with sixteen projects that owns shares in nine other Athabasca Basin explorers. One of the projects once had a 2.5% U3O8 hit over 0.3 meters - A US explorer with
8.2K
Hank Ruehl
@HankRuehl
May 19, 2025
Very impressed by IperionX following a site visit to their Virginia campus on Friday. Ramp up to 1,000 tpa by end of next year seems to be progressing apace. $66M in cash as of 3/31 before US DoD $47M grant funding hit the balance sheet. More importantly, the HAMR and HSPT tech
Sustainabledude
@Sustainabledud1
Jul 19, 2024
Just saw some numbers regarding the titanium market Currently, the TiO2 market sits at ~8.5million tpa. with growth over the last 6 years being approx 2% pa Seems boring at first sight But obscured within that number is the actual Ti metal market, having grown 75% over the
7.6K
Hank Ruehl
@HankRuehl
Mar 18, 2025
I don't think the US/Euro political establishment understands what's truly at stake with EVs at this point. It's not "subsidize this uncompetitive technology because green," it's "get real domestic EV supply chains going or lose our auto industries within 3-5 years."
Energy Transition Investor
@usuallyYJLee
Mar 18, 2025
Tipping point for #EVs. Priced equal or lower than ICE. 80% lower operating/maintenance costs. Now 400km+ in 5 mins once they set up the chargers. Can't imagine the #lithium demand NOT going up faster than people think with these trends.
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Hank Ruehl
@HankRuehl
Oct 11, 2025
I am once again begging people to recognize that the US of A actually does not have world-class deposits of every single element in the periodic table and that we sure aren't going to find them by waiting for the proverbial farmer in Indiana to stumble upon them. There are also
Devon Eriksen
@Devon_Eriksen_
Oct 11, 2025
The reason that garbage countries appear to have all the natural resources is that garbage countries have fewer economic alternatives to strip-mining their own landscape. That's why every time La Republica de los Bananas appears to have a stranglehold on the world's supply of
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