Jon Stanton

CEO, The Weir Group
· tracked since Mar 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
CAT long +26.5%
FCX long +6.3%
Worst Calls
No live losers yet
Most Mentioned
CAT ×1
FCX ×1
WEICY ×1
Recent Calls
CAT long 3 months ago
FCX long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +16.4% Long Return +16.4% Short Return -
Average Return
7d -5.0%
30d -4.4%
90d +16.5%
Result
Result
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Theme Stance
Ticker
Side
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Opened
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P&L
Thesis
Theme
Source
CAT Caterpillar Inc. Caterpillar Inc.
Long
Mar 04
$731.97
+26.5%
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Other
YOUTUBE
FCX Freeport... Freeport-McMoRan Inc.
Long
Mar 04
$65.93
+6.3%
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
Other
YOUTUBE
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