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Tavi Costa

Posted by ipso facto @ 17:16 on May 17, 2026  

Otavio (Tavi) Costa
@TaviCosta
ยท
4h
Mining companies today are generating the largest profit margins of any sector in the global economy by far.

Much of the market remains asleep and still analyzes mining through an outdated framework from decades ago.

To be clear:

Miners today are producing profit margins nearly double those of tech companies.

At current metal prices, this environment is absolute nirvana for well-run mining businesses.

graphic

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Post by the Golden Rule. Oasis not responsible for content/accuracy of posts. DYODD.