Carl Capolingua (@carlcapolingua) 's Twitter Profile
Carl Capolingua

@carlcapolingua

Follow me if you want to be a better investor! ๐Ÿง
ASX & US Stocks | ๐ŸŒŽ Macro | Commodities: Silver, Lithium & Uranium | Learn to Trade | Charts ๐Ÿ“ˆ & Analysis ๐Ÿ”ฌ

ID: 331456317

calendar_today08-07-2011 06:06:04

9,9K Tweet

8,8K Followers

31 Following

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

Macquarie on Mon-Tues #LITHIUM plunge ๐Ÿ’ฅ: "There was a notable shift in Chinese commodity market sentiment...a "first crack" in recent rally across various futures markets, many of which became overextended last week (antiinvolution theme). This risk-off tone also spilt over into

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

Citi on Boss Energy $BOE plunge ๐Ÿง: "We revert to a 100% DCF-based valuation and remove our 20% NAV premium due to increased execution risk seeing our TP down to $2.70. Despite reset, we maintain Buy given sharp correction and our conviction in #uranium structural bull case."

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

Barrenjoey implied pricing of #ASX resources stocks based on 28-July close prices: #LITHIUM (spot: US$780/t): $IGO US$1,200/t $PLS US$1,350/t $LTR US$1,410/t #URANIUM (spot: US$71/lb): $BOE US$69/lb $PDN US$78/lb $DYL US$85/lb #RareEarths (NdPr spot: US$62.52/kg) $LYC US$79/kg

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#ASX200 steadies on Santos, Woodside gains as uranium and lithium rollercoaster rides continue ๐ŸŽข โœ… Broker Moves, Biggest Movers, Data & More ๐Ÿš€ โœ… PLUS: My latest #LITHIUM technical analysis ๐Ÿง Click to read ๐Ÿ‘‡ marketindex.com.au/news/evening-wโ€ฆ

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

#Lithium Minerals Update 29-Jul ๐Ÿ”‹ >Carbonate 99.5% RMB/t GFEX Futures 63.3k -3.1% SMM Spot 73.15k +1.0% >Spodumene US$/t SMM Conc. Index 805 -3.5% SMM Aus Spot Conc. 780 -7.7% โš ๏ธ >Hydroxide 56.5% RMB/t SMM Spot 65.42k 0% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM

#Lithium Minerals Update 29-Jul ๐Ÿ”‹
>Carbonate 99.5% RMB/t
GFEX Futures 63.3k -3.1%
SMM Spot 73.15k +1.0%

>Spodumene US$/t
SMM Conc. Index 805 -3.5%
SMM Aus Spot Conc. 780 -7.7% โš ๏ธ

>Hydroxide 56.5% RMB/t
SMM Spot 65.42k 0%
$MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM
Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

Barrenjoey on various spot commodity prices vs 2025 broker consensus targets as at 29 Jul ๐Ÿง: Thermal #Coal: Spot > Con +9% Aluminium: Spot > Con +5% #IronOre: Spot > Con +4% #Gold: Spot > Con +3% #Copper: Spot > Con +3% #Lithium: Spot > Con +1-13%

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

#ASX200 surges on inflation beat, economists now tipping 4 rate cuts by May 2026 ๐Ÿช“๐Ÿช“๐Ÿช“๐Ÿช“ โœ… Broker Moves, Biggest Movers, Data & More ๐Ÿš€ โœ… PLUS: My latest #URANIUM technical analysis ๐Ÿง Click to read ๐Ÿ‘‡ marketindex.com.au/news/evening-wโ€ฆ

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

#Lithium Minerals Update 30-Jul ๐Ÿ”‹ >Carbonate 99.5% RMB/t GFEX Futures 70.6k -0.3% SMM Spot 72.95k -0.3% >Spodumene US$/t SMM Conc. Index 776 -0.1% SMM Aus Spot Conc. 780 0% >Hydroxide 56.5% RMB/t SMM Spot 65.47k +0.1% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM

#Lithium Minerals Update 30-Jul ๐Ÿ”‹
>Carbonate 99.5% RMB/t
GFEX Futures 70.6k -0.3%
SMM Spot 72.95k -0.3%

>Spodumene US$/t
SMM Conc. Index 776 -0.1%
SMM Aus Spot Conc. 780 0%

>Hydroxide 56.5% RMB/t
SMM Spot 65.47k +0.1%
$MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM
Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

Copper tumbles 18% on Trump tariff surprise sending Sandfire, BHP, and RIO shares lower โœ… Why did copper fall? โœ… What are the short / long term impacts? โœ… Copper market demand vs supply dynamics โš–๏ธ Click to read ๐Ÿ‘‡ #asx $SFR marketindex.com.au/news/copper-tuโ€ฆ

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

#ASX200 dips as iron ore, #lithium, and copper stocks tumble on weaker commodity price leads โœ… Broker Moves, Biggest Movers, Data & More ๐Ÿš€ โœ… PLUS: My latest #COPPER technical analysis ๐Ÿง Click to read ๐Ÿ‘‡ marketindex.com.au/news/evening-wโ€ฆ

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

#Lithium Minerals Update 31-Jul ๐Ÿ”‹ >Carbonate 99.5% RMB/t GFEX Futures 68.28k -3.3% SMM Spot 72k -1.3% >Spodumene US$/t SMM Conc. Index 766 -1.3% SMM Aus Spot Conc. 762.5 -2.2% >Hydroxide 56.5% RMB/t SMM Spot 65.67k +0.3% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM

#Lithium Minerals Update 31-Jul ๐Ÿ”‹
>Carbonate 99.5% RMB/t
GFEX Futures 68.28k -3.3%
SMM Spot 72k -1.3%

>Spodumene US$/t
SMM Conc. Index 766 -1.3%
SMM Aus Spot Conc. 762.5 -2.2%

>Hydroxide 56.5% RMB/t
SMM Spot 65.67k +0.3%
$MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM
Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

let's face facts ๐Ÿง #LITHIUM price: vs me on holiday = +38% in 20 sessions ๐Ÿš€ vs me back = -15% in 4 sessions ๐Ÿ’ฅ $PLS $LTR $MIN

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Citi on #CrudeOil ๐Ÿง: "Renewed sanctions risk on Russian crude oil and refined product flows could keep risk premia elevated in the near-term, even as looser global liquids balances emerge through 2Hโ€™25." $WDS $STO $XOM $CVX

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

i never predict prediction is futile because the future is unknown i can only tell you the present trend of a stock, commodity, or index based on my system ๐Ÿง you can either follow that trend or not in my experience more often than not following the trend is the best thing to do

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

Morgan Stanley on Met #Coal ๐Ÿง: "Our commodity strategists see prices starting to find cost support, trading at 90th percentile with India market starting to show capex recovery which could support prices. We like $WHC (Overweight) generating ~15% FY26e OCF yield on spot."

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#ASX200 slumps on fresh tariff woes as $MIN, $LYC lead critical minerals rally ๐Ÿš€ โœ… Broker Moves, Biggest Movers, Data & More ๐Ÿš€ โœ… PLUS: My latest #GOLD technical analysis ๐Ÿง Click to read ๐Ÿ‘‡ marketindex.com.au/news/asx-200-sโ€ฆ

Carl Capolingua (@carlcapolingua) 's Twitter Profile Photo

#Lithium Minerals Update 1-Aug ๐Ÿ”‹ >Carbonate 99.5% RMB/t GFEX Futures 68.92k +0.9% SMM Spot 71.35k -0.9% >Spodumene US$/t SMM Conc. Index 755 -1.4% SMM Aus Spot Conc. 745 -2.3% >Hydroxide 56.5% RMB/t SMM Spot 65.67k 0% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM

#Lithium Minerals Update 1-Aug ๐Ÿ”‹
>Carbonate 99.5% RMB/t
GFEX Futures 68.92k +0.9%
SMM Spot 71.35k -0.9%

>Spodumene US$/t
SMM Conc. Index 755 -1.4%
SMM Aus Spot Conc. 745 -2.3%

>Hydroxide 56.5% RMB/t
SMM Spot 65.67k 0%
$MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM