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@Spec_punter
"This map clearly shows the $NWM #Gold resource in relation to the $CYL #Gold operation Surprised this is so cheap still given 288k ounces #Gold on a mining lease"
X Link @Spec_punter 2025-10-14T21:01Z 2771 followers, XXX engagements
"#WR1 Ok so #WR1 have 25.5M worth of PWM stock & 14.5M cash π€ So 40M cash & investments & trading at 47.5M MC π€ So #WR1 trading at 7.5M EV π€ 7.5M EV for 78Mt at XXXX% #Lithium Seems like a good deal to me 7.5M EV for one of the better #Lithium deposits in the world"
X Link @Spec_punter 2025-10-07T22:59Z 2769 followers, 3327 engagements
"$VML Full clean out of the board now over at $VML with the chairman departing Fresh faces with skin in game & new start US funds & board representation β
Refreshed board & funds to drive development of one of the highest grade #RareEarth projects in western world 38M MC"
X Link @Spec_punter 2025-10-09T22:08Z 2770 followers, 1899 engagements
"$APC Going through the $APC annual report Firstly good to see Mark Creasy still holds XXX% through Yandal Investments Secondly good to see a strong focus on new acquisitions Hopefully can pick up a good project via Creasy connections 2.9M MC 500k cash #Gold projects π§"
X Link @Spec_punter 2025-09-30T09:31Z 2769 followers, 1570 engagements
"$VML Is today the day the market wakes up to $VML End of the day what do you want A patch of dirt with a few samples & no drill holes for 25-150M MC or an actual high grade #RareEarths deposit in North America Hasnt everyone played this game before We know how it ends"
X Link @Spec_punter 2025-10-12T22:37Z 2768 followers, 4561 engagements
"@agroasx @RemindMe_OfThis lol know I bought $VML for the same reason - one of the best deposits in the world & was valued near $X $ADV is trading below cash backing so its just a low risk high reward spot You brought up salary & winter conditions as negatives but I assume winter still existed at $2"
X Link @Spec_punter 2025-10-07T05:34Z 2769 followers, XXX engagements
"$VML Finally #RareEarths The one that actually has a deposit in North America π The hate has been legendary So undervalued to peers in the #RareEarths space Compare it yourself with $PEK $LIN $ARU & dont get me started on the ppm stuff"
X Link @Spec_punter 2025-10-07T03:48Z 2769 followers, 3434 engagements
"As I look at $SGQ $LIN $ARU $LYC flying at 10x plus valuations to $VML its just baffling lol $VML still less than 30M MC π"
X Link @Spec_punter 2025-09-24T02:56Z 2769 followers, XXX engagements
"$VML $VML raising an additional 5.6M through existing holders Good to get more money & going to existing big holders of the company although its decent dilution at 10.5c #RareEarths"
X Link @Spec_punter 2025-10-14T22:33Z 2771 followers, 1412 engagements
"@realTimHack @sc_junkiie @WVerily 636000T NdPr at tardiff - very comparable % to peers as per below"
X Link @Spec_punter 2025-10-12T06:17Z 2769 followers, 7764 engagements
"@EVCurveFuturist @lord_manky @Matthew89246357 Very hard question mate Im obsessed with potential downside so probably $CHR as the risk at this market cap is so low although $VML has a world class resource trading 10x plus cheaper to peers but Im just personally more comfortable with low EVs Love them both though π"
X Link @Spec_punter 2025-10-11T10:50Z 2770 followers, XXX engagements
"@realTimHack @WVerily You better have $VML on this list in Canada π current MC is wild lol"
X Link @Spec_punter 2025-10-11T23:20Z 2768 followers, 1580 engagements
"$TMS Anyone else used grok to get an idea of an MRE they are waiting on I asked grok the estimated MRE of the $TMS bluebird #Gold & #Copper discovery It gave me 2-3Mt at XXX% #Copper & 3g/t #Gold for 50-75kt #Copper & 190-290k ounces #Gold TMS current MC is 7.5M Lets see"
X Link @Spec_punter 2025-10-12T07:52Z 2771 followers, 1378 engagements
"$CHR Taken a position in $CHR 4.5M MC 2.7M cash 77M SOI β
New MD holds XXX% β
#Lithium deposit 8.2Mt @ X% with another exploration target of 3-5Mt @ 1-1.4% β
$CXO own XX% & $RIO own 6%β
$RIO funding explorationβ
Drilling planned soonβ
Looking for new acquisitionsβ
"
X Link @Spec_punter 2025-10-06T01:55Z 2771 followers, 11.9K engagements
"@EVCurveFuturist @agroasx @YouTube Most of those stocks have moved already mate I like to be first haha π Was waiting for the consolidation on $DTM first but Ive missed it now"
X Link @Spec_punter 2025-10-11T03:26Z 2768 followers, XXX engagements
"@BollingerBanter Haha lets go So cheap on peer comparisons to $LIN $PEK $ARU $SGQ etc"
X Link @Spec_punter 2025-09-26T05:49Z 2768 followers, XXX engagements
"@realTimHack @sc_junkiie @WVerily Hope you havent missed $VML north T deposit & not just focusing on tardif"
X Link @Spec_punter 2025-10-12T05:58Z 2765 followers, XXX engagements
"#WR1 Took a position in #Lithium play #WR1 78Mt at XXXX% #Lithium with 61.4Mt in indicated category β
Last CR 36c β
Scoping study showed US 743M NPV & US 259M capex β
25M cash & investments with its stake in #Cesium play Power Metals β
MC of 41.5M so about 15M EV π"
X Link @Spec_punter 2025-10-07T00:08Z 2768 followers, 9515 engagements
"@BollingerBanter $VML is coming"
X Link @Spec_punter 2025-10-06T23:13Z 2769 followers, XXX engagements
"$VML $CST My unloved beauties feeling some this morning Crazy valuations for both of them $CST for #Gold & #Copper $VML for #RareEarths Trading multiples below peers for no reason basically Lets go"
X Link @Spec_punter 2025-09-25T01:30Z 2769 followers, 2291 engagements
"$VAR Looking for #Zinc exposure $VAR looks like a good play Looking to restart a high grade #Zinc mine in Spain Sitting at 7.5M MC & 2.5M cash β
Recent government support & approval of restoration plan good derisking Plus picking up some more licenses increasing scale"
X Link @Spec_punter 2025-10-09T04:32Z 2771 followers, 2003 engagements
"@lord_manky @ozziesap Yeh $VML market cap makes no sense to me - an update would be nice"
X Link @Spec_punter 2025-10-06T01:05Z 2769 followers, XXX engagements
"$VML If looking for an undervalued #RareEarth play take a look at the $VML annual report Positive Chairmans address & IMO ground floor of a new beginning for the deposit Raised cash to US investors consolidated register & board restructure Solid T20 with Shenghe still in"
X Link @Spec_punter 2025-09-29T08:31Z 2769 followers, 1933 engagements
"$TMS $TMS is the forgotten #Gold & #Copper stock No current CEO/MD but the bluebird #Copper #Gold MRE has been due for a while now Trading at 7.5M MC seems pretty crazy even given the corporate uncertainty Some very nice #Copper #Gold results in the past"
X Link @Spec_punter 2025-10-14T02:01Z 2771 followers, XXX engagements
"@PRICEisULTIMATE Missing something The US lab working on mets took XX% of the company & two board seats $VML"
X Link @Spec_punter 2025-10-07T08:12Z 2769 followers, XXX engagements
"$CHR $CXO running today You would think that would be good for $CHR given their land is 50M from one of the $CXO best #Lithium deposits $CXO also tried to take $CHR over so it shows what they think of the land $CXO also own X% of $CHR Hopefully update soon on $CHR Low EV"
X Link @Spec_punter 2025-10-16T03:57Z 2771 followers, XXX engagements
"@agroasx 1.6M ounces of #Gold now You had a go at my $ADV $VML & #WR1 Canada plays Its just where the value was"
X Link @Spec_punter 2025-10-10T01:04Z 2769 followers, XXX engagements
"$APC Added some $APC as a shell play Clearly states they are looking for new acquisitions β
Mark Creasy on the register with Yandal Investments putting in last rights issue β
Does have a #Gold project in Laverton β
2.9M MC 500k cash Looking at a raise plus acquisition"
X Link @Spec_punter 2025-09-30T01:16Z 2769 followers, 1123 engagements
"@EVCurveFuturist Yep I like the setup here for $CHR anyway mate Only 77M SOI too with $CXO $RIO the new MD & chairman owning nearly XX% Drilling planned early this month looking for new acquisitions cashed up & just imagine if #Lithium rebounded from this market cap"
X Link @Spec_punter 2025-10-11T09:15Z 2771 followers, XXX engagements
"$COD Informative interview with $COD if interested Streamlined project using just the #Copper & #Silver generating pre tax NPV of 1.8B & IRR of XX% at spot 28M MC Coda Minerals (ASX:COD) - XX% Recovery Rate Transforms Copper Project In. via @YouTube"
X Link @Spec_punter 2025-09-01T23:13Z 2771 followers, XXX engagements
"$VML What an insane run $SGQ has been on after some great #REE drills As Ive posted before $VML has some high grade stuff too especially at North T 10100T @ X% #LREO with XXX% #NdPr with results such as 2.4M & XXXX% #TREO Market cap of just 30M currently Dont get it π"
X Link @Spec_punter 2025-09-23T03:28Z 2769 followers, 4144 engagements
"@agroasx @YouTube Way too big for me mate for my opinion to matter normally Im only on 5M Mc or less stocks but had to change my strategy abit to undervalued resources trading at low EVs hence the #WR1 $VML types #WC8 huge EV & way out of my league"
X Link @Spec_punter 2025-10-10T11:51Z 2769 followers, XXX engagements
"$CHR $CHR looks like a really nice setup to me & not much left 4.8M MC 2.7M cash β
Only 77M SOI β
The new MD/ $CXO & $RIO own XX% of the register Drilling funding by $RIO to start any day now & actively hunting new acquisitions Plus some decent grade #Lithium deposits"
X Link @Spec_punter 2025-10-07T23:23Z 2771 followers, 3364 engagements
"@yuanyicaonimei Hey mate just asking for honest thoughts as I have absolutely no idea. Have any thoughts on $VML & why its capped so low I cant work it out how it can be upwards of 15x cheaper"
X Link @Spec_punter 2025-10-09T03:49Z 2770 followers, XXX engagements
"@cowboybeeshop I preferred $VML at 12M MC for one of the better REE resources in the world in North America - I would have no idea how to value $LYC π"
X Link @Spec_punter 2025-10-15T09:56Z 2771 followers, XXX engagements
"$ADV $ADV in halt for major #Gold acquisition & capital raising β
Currently 11.8M MC with 11.3M cash β
Sometimes you need a bit of luck"
X Link @Spec_punter 2025-10-07T22:43Z 2765 followers, 2892 engagements
"@sc_junkiie @realTimHack @WVerily Dont care about that crap to be honest mate lol Just care about the fundamentals"
X Link @Spec_punter 2025-10-12T05:19Z 2763 followers, XXX engagements
"@Stockrocker_ASX Just dont sell my #RareEarths #Lithium & #Gold stocks please π"
X Link @Spec_punter 2025-10-11T05:20Z 2771 followers, XXX engagements
"$VML $VML straight from speeding ticket to CR No doubt once paused a few people did the peer comparisons & wanted their pound of flesh Not a surprise with both $ARU & $LIN hard rock #RareEarths peers currently conducting CRs We wait to see the terms Disappointing I guess"
X Link @Spec_punter 2025-08-19T23:37Z 2769 followers, 1355 engagements
"$NWM Took some $NWM today as a cheap #Gold stock 288k ounces #Gold at 1.07g/t β
On a mining leaseβ
50km from $CYL #Gold plantβ
Heap leach cashflow model being preparedβ
More drilling starting soonβ
12.5M MC with 4M cash in bankβ
288k ounces #Gold on mining leaseβ
"
X Link @Spec_punter 2025-10-14T00:36Z 2771 followers, 2289 engagements
"@big_dog4006 #RareEarths tanked when $VML tried last time"
X Link @Spec_punter 2025-10-10T02:21Z 2768 followers, XXX engagements
"$COD #Copper"
X Link @Spec_punter 2025-08-29T03:14Z 2771 followers, 1027 engagements
"$LDR Im wondering how long the market is going to ignore $LDR here Holds 115M $RCM shares valued at 8M at 7c per share 6M in cash High grade #Silver & #Anitmony project in Tasmania pending assays Sinking diamond holes into past producing #Antimony mine near $LRV 30M MC"
X Link @Spec_punter 2025-09-22T23:45Z 2764 followers, 6584 engagements
"@lord_manky @Matthew89246357 You would think mate all these specs running on the #RareEarths theme dont even have anything & have higher market caps than $VML - its wild lol"
X Link @Spec_punter 2025-10-11T07:56Z 2769 followers, XXX engagements
"$TMS Interesting to see $TMS alliance partner $CUF attracting critical minerals & strategic defence department sector focused investor Mr Matthew August & others Will be interesting to see the bluebird #Gold & #Copper MRE when it comes There is no way no one is looking at this"
X Link @Spec_punter 2025-10-15T01:37Z 2771 followers, 2372 engagements
"$VML #RareEarth peer comparisons $VML 192.7Mt @ XXX% TREO -42M MC $PEK 214.4Mt @ XXXX% TREO -240M MC $LIN 261Mt @ XXXX% TREO -590M MC $ARU 55.9Mt @ XXX% TREO -865M MC $MP 43Mt @ XXXX% TREO -14B US MC $ETM 369Mt @ XXXX% TREO -159M MC $PRE 314Mt @ XXXX% TREO -830M MC π€"
X Link @Spec_punter 2025-10-12T05:04Z 2771 followers, 5312 engagements
"@Matthew89246357 Been a total restructure recent mate with new US investors & board representation"
X Link @Spec_punter 2025-10-11T06:02Z 2769 followers, XXX engagements
"$ADV What an acquisition 1.6M ounces at 3.28g/t #Gold β
21M cash in bank β
At 20c its 47.9M MC β
Doing the peer comparisons - how much is 1.6M ounces of #Gold at over 3g/t worth Im getting some scary numbers π Beautiful"
X Link @Spec_punter 2025-10-10T00:25Z 2771 followers, 8290 engagements
"$VML With the news overnight that China is tightening #RareEarths export rules I wonder if $VML gets some love I have no idea what will happen on Monday but $VML just looks so cheap to peers 42M MC for 192.7Mt @ XXX% #TREO with 636000t #NdPr in Canada"
X Link @Spec_punter 2025-10-11T05:40Z 2768 followers, 3931 engagements
"$VML $VML 40c They coming for her now #RareEarths"
X Link @Spec_punter 2025-10-14T00:24Z 2771 followers, 2906 engagements
"$VML The discount $VML is trading at to its #RareEarths peers is just getting crazier & crazier In my opinion its just going to take one announcement/update & people are going to find it 192.7Mt @ XXX% TREO with 636000t NdPr in North America still currently trading at 47M MC"
X Link @Spec_punter 2025-10-13T21:13Z 2771 followers, 3224 engagements
"@RushbrookSteven Yep 288k ounces #Gold on a mining lease next to $CYL for 13.5M MC & 4M cash π€ $NWM"
X Link @Spec_punter 2025-10-15T03:05Z 2771 followers, XXX engagements
"Thanks mate I would have a few favourite plays mainly based on appearing to be significantly undervalued to peers & lowish downside risk $VML seems undervalued to peers in the #RareEarths space #WR1 with 40M cash & investments & trading at 60M MC for one of the better #Lithium deposits seems undervalued $CHR probably my fav just because is what I love to do the most with real small caps - trading at so low EV with cash $VAR does look good for #Zinc exposure & now $ADV looks very undervalued for 1.6M ounces #Gold at 60M MC or so"
X Link @Spec_punter 2025-10-11T01:29Z 2769 followers, XXX engagements
"@SL8413507856972 Yep $VML has #Niobium too as well as one of the best #Rareearths in the world & its under 30M Mc This end of the market is incredibly stupid & inefficient- probably why I like it lol"
X Link @Spec_punter 2025-10-05T06:07Z 2769 followers, XXX engagements
"Yeh Im just comparing $VML to hard rock projects & its very similar. Thats crazy to me given there is hard rock projects actually in production outside China There are no clays outside China & dont forget China have lepidolite projects up & running - something we cant do We will see"
X Link @Spec_punter 2025-10-13T21:40Z 2771 followers, XXX engagements
"$CHR $CHR 7c now Hopefully get news on drilling or acquisition soon Not many set ups like this left At 7c 5.4M MC 2.7M cash 77M SOI $RIO paying for exploration & $CXO own X% #Lithium #Gold #Niobium focus β
"
X Link @Spec_punter 2025-10-10T02:57Z 2771 followers, 3057 engagements
"$CHR I like this rhetoric from the new MD I have acquired a significant shareholding in Charger over the last four years & aim to add value to those shares for the benefit of all shareholders Great when incentives align Also points out it shouldnt be difficult from 2M EV"
X Link @Spec_punter 2025-10-09T02:10Z 2771 followers, 1137 engagements
"$COD There goes $COD Even better numbers now than this recent comparison with $NWC Matches up well on peer comparison valuations on #Copper juniors"
X Link @Spec_punter 2025-08-29T01:32Z 2771 followers, 1391 engagements
"@BollingerBanter Nice $CST π $VML turn soon"
X Link @Spec_punter 2025-10-04T08:09Z 2769 followers, XXX engagements
"$VML #REMX the #RareEarths index up XXXX% Friday night & plenty of talk $VML one of the best #RareEarths deposit in the world just sitting there in Canada trading at 30M MC Not a soul talking about it yet talking about stocks with dirt its amazing but it will change"
X Link @Spec_punter 2025-10-05T08:17Z 2769 followers, 6043 engagements
"$CHR Damn not much left on the sell side up to 10c now π Waiting on a bit of news Either drilling started or new acquisition Worth a look"
X Link @Spec_punter 2025-10-13T03:13Z 2770 followers, 1823 engagements
"@10k21mil Well its worth 8M bucks in $RCM shares & 3.75M cash plus the #Silver project in Tasmania"
X Link @Spec_punter 2025-09-23T02:40Z 2764 followers, XXX engagements
"Grok estimate of the $TMS bluebird #Copper #Gold deposit Interested to see how close it is Capped at 8M MC or what feed & looking at $CUF today Interesting if you ask me"
X Link @Spec_punter 2025-10-15T02:35Z 2771 followers, XXX engagements
"@BhagCapital None of the hard rock ones like $LIN $MP etc have high Dy/tbs"
X Link @Spec_punter 2025-10-13T21:27Z 2770 followers, XXX engagements
"#88E You know I love hate Sale of Longhorn for US$3.25M β
$60M farm out deal for Project Phoenix work expected next year β
Looking to farm out Leonis project with 664Mbbls to #88E β
Highly prospective #Oil asset PEL XX in Namibia β
23M MC 11M cash β
Max pain here"
X Link @Spec_punter 2025-10-15T04:16Z 2771 followers, 1275 engagements
"$VML On the #RareEarths theme $VML looks very undervalued to me sitting at 12M MC 192.7Mt at XXX% #TREO β
Estimated 636000 tonnes of NdPr β
Recent scoping study = Pretax NPV of US 776M & XX% IRR Located in Canada β
Peer comparison below $ARU 540M MC $LIN 260M MC"
X Link @Spec_punter 2025-08-15T04:41Z 2769 followers, 18.7K engagements
"$VML sellers getting punished accordingly"
X Link @Spec_punter 2025-10-10T01:06Z 2770 followers, XXX engagements