Otavio (Tavi) Costa(@TaviCosta):Remember when miners were relentless destroyers of capital? Constant dilution. Chronic losses. Mountains of debt. Today, we’re watching the exact opposite unfold. The mining industry has fundamentally changed. The market’s perception hasn’t. https://t.co/YHHaz9uDP9

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

参加 June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.09.20 20:49

Remember when miners were relentless destroyers of capital? Constant dilution. Chronic losses. Mountains of debt. Today, we’re watching the exact opposite unfold. The mining industry has fundamentally changed. The market’s perception hasn’t.