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@Tze_C "Preferring Silver right now - but what got up $AZY"
X Link @Tze_C 2025-10-08T04:48Z 1177 followers, XXX engagements

"$DGT and $HMC significant opps IMHO at these price levels (Held)"
X Link @Tze_C 2025-08-19T00:05Z 1180 followers, XXX engagements

"@ryu_tay Well one of best entries this week was $CSL lol"
X Link @Tze_C 2025-10-17T09:12Z 1180 followers, XX engagements

"$WTC - if Richard has kindly stopped selling stock to fund his extra-curricular obligations that would be nice. Best embedded value growth co at current values IMHO (Long)"
X Link @Tze_C 2025-10-03T06:29Z 1177 followers, XXX engagements

"@patricksweeney5 @InvertTheWing Yup - and have you seen how trash Celtic were the season before he came in"
X Link @Tze_C 2025-10-13T19:46Z 1167 followers, XX engagements

"$CRML PIPE -USD: $50MM for effectively 3MM shares/warrants - $17/share Lets see if @TonySage7237 can narrow the NAV discount and prop the $EUR share price up with the deal he announced / material buy-back"
X Link @Tze_C 2025-10-16T22:30Z 1180 followers, XXX engagements

"$EUR - buyback starts XX October - Makes no sense to be exiting prior"
X Link @Tze_C 2025-10-13T23:49Z 1169 followers, XXX engagements

"$INR - 24c - +30% open"
X Link @Tze_C 2025-10-06T23:02Z 1166 followers, 3462 engagements

"$HMC was below IPO price for a materially larger business now. valuation no brainer vs other FMs. (held)"
X Link @Tze_C 2025-08-20T05:53Z 1180 followers, XXX engagements

"$ARU - OK - maybe yesterday was too early an exit"
X Link @Tze_C 2025-10-14T04:21Z 1180 followers, XXX engagements

"$AEE - reviewing this again - see that AISC has increased to more realistic levels"
X Link @Tze_C 2025-09-11T23:46Z 1180 followers, XXX engagements

"Defence comps. $EOS 25E downgrades shrugged off"
X Link @Tze_C 2025-09-30T05:57Z 1171 followers, XXX engagements

"$DRO - Shaws view at 1/10. @$6 - $5BN EV. A lazy 50X X year forward EBITDA"
X Link @Tze_C 2025-10-06T04:50Z 1171 followers, 1090 engagements

"Is Carma going to be another $GYG Valuation looks full compared to $CVNA that is established and profitable. But might have that new car smell (pun intended)"
X Link @Tze_C 2025-10-15T03:25Z 1180 followers, XXX engagements

"Long: back to basics today at scale - $ALL $CSL etc"
X Link @Tze_C 2025-10-15T22:42Z 1177 followers, XXX engagements

"$29M - Sellside unimpressed but"
X Link @Tze_C 2025-10-16T04:58Z 1180 followers, XXX engagements

"$QAN - Looking interesting (Held) $WES - will $XXXX capital return save a flat result (Held)"
X Link @Tze_C 2025-08-27T23:46Z 1180 followers, XXX engagements

"$MIN - $XX tracking - long in scale"
X Link @Tze_C 2025-10-10T01:15Z 1171 followers, XXX engagements

"Silver - $MTH - Long $20M+ cash on balance sheet"
X Link @Tze_C 2025-10-13T22:32Z 1171 followers, 2170 engagements

"For ASX - from the chart X. $INR X. $EUR / $EURO - $CRML X. $NVX"
X Link @Tze_C 2025-10-13T20:26Z 1170 followers, XXX engagements

"$CSL - Long - Could work"
X Link @Tze_C 2025-10-14T23:11Z 1177 followers, XXX engagements

"$EOS - $8+ Long opp in the defence space -"
X Link @Tze_C 2025-10-07T23:20Z 1174 followers, XXX engagements

"$RCM - Tribeca Sprott Jupiter. Haven't looked close enough at asset however this recap is interesting"
X Link @Tze_C 2025-09-17T05:06Z 1170 followers, XXX engagements

"$EUR / $EURO Not going to be hard to build an activist stake here 🧐 - $CRML in specie vote"
X Link @Tze_C 2025-10-13T20:47Z 1169 followers, XXX engagements

"$AZY - Long today gold - volume Was surprised there wasn't movement on recent drill results TBH"
X Link @Tze_C 2025-10-08T05:12Z 1177 followers, XXX engagements

"$IPX - US Titanium DOE supported. Long position here. Defence / Manufacturing pick"
X Link @Tze_C 2025-10-03T00:45Z 1166 followers, 1156 engagements

"$EOS as foreshadowed"
X Link @Tze_C 2025-10-08T23:21Z 1180 followers, XXX engagements

"$PEN - lots of issues - however significant URA rebalancing needed still to get to XXX% weight"
X Link @Tze_C 2025-09-19T06:13Z 1180 followers, XXX engagements

"$ARU - Won't be holding into tomorrow when SPP lands"
X Link @Tze_C 2025-10-13T00:35Z 1180 followers, XXX engagements

"$EUR $EURO @EuropeanLithium Shareholders are looking for an in specie distribution of $CRML shares"
X Link @Tze_C 2025-10-13T20:24Z 1167 followers, XXX engagements

"$WTC - @$85 - Sell side FY26 estimates vs Price Targets. Ripe for a rotation (long) - (If Richard is done)"
X Link @Tze_C 2025-10-07T23:29Z 1177 followers, 1339 engagements

"Whilst $CSL and $JHX are arguably battling against structural change and growth profiles; $WOW (no pos) and $WTC (long) are different (also between both cases). The few days post reporting will be interesting"
X Link @Tze_C 2025-08-27T23:10Z 1171 followers, XXX engagements

"@toy59496 $INR is the same as $IONR"
X Link @Tze_C 2025-10-13T21:22Z 1172 followers, XXX engagements

"$EURO $EUR - BOD should be compelled to do an inspecie distribution of all $CRML holdings Activist position 🧐"
X Link @Tze_C 2025-10-13T05:55Z 1180 followers, XXX engagements

"$CSL - $XXX Oct 2023 lows - could be of interest. 20x FY26 P/E ratio on a XX% earnings growth company (Entry considered)"
X Link @Tze_C 2025-08-19T03:49Z 1180 followers, 1099 engagements

"$IPX - As per Vanguard increasing position (continuing long here too). Titanium products / powder moving to 60-80% margins in a critical metal sector Lets talk real economics"
X Link @Tze_C 2025-10-02T01:04Z 1167 followers, 5813 engagements

"$CRML at $XXXXX premarket $EUR - continuing long into buyback"
X Link @Tze_C 2025-10-14T11:38Z 1180 followers, 1515 engagements

"$EUR and $EURO - as mentioned (long). Forget the word Lithium in the name. this is a $1BN REE play"
X Link @Tze_C 2025-10-12T22:08Z 1169 followers, 2060 engagements

"$HMC HMC Capital - X days of volume - Long thesis sound IMHO"
X Link @Tze_C 2025-10-15T00:18Z 1179 followers, XXX engagements

"$I88 - Hot water tap on"
X Link @Tze_C 2025-10-09T01:09Z 1169 followers, XXX engagements

"@puppyeh1 What are your thoughts re val - $CVNA is trading at 2.17x EV/Rev (FY26) and 18x EBITDA (26). This is going at 2.4x Rev FY26"
X Link @Tze_C 2025-10-15T03:21Z 1177 followers, XXX engagements

"$INR x $IONR +18% overnight (Scaled long)"
X Link @Tze_C 2025-10-08T22:19Z 1170 followers, XXX engagements

"@ivysjpg How many gift horses has LN4 received here"
X Link @Tze_C 2025-10-15T04:12Z 1180 followers, 3281 engagements

"@SniffRocks @TonySage7237 They wouldnt be that thick"
X Link @Tze_C 2025-10-17T01:42Z 1180 followers, XXX engagements

"$DEV and $AGE - Regional uranium NT of interest"
X Link @Tze_C 2025-09-25T23:30Z 1170 followers, XXX engagements

"US EIA - Uranium Supply Gap 1/10 report. Long sector"
X Link @Tze_C 2025-10-01T23:50Z 1167 followers, XXX engagements

"$IPX - Long position taken - US DOD funding etc -"
X Link @Tze_C 2025-10-01T06:11Z 1180 followers, 4278 engagements

"$29M is the copper resource version of Trump Tweeting"
X Link @Tze_C 2025-10-15T02:34Z 1180 followers, XXX engagements

"$4DX - the issue 1-2 years post IPO was proven revenue generation and uptake despite a product that makes economic / clinical sense. $AYA - parallels are very similar"
X Link @Tze_C 2025-10-14T00:28Z 1180 followers, XXX engagements

"Just as a reference 33c $INR when Rhyolite Ridge was permitted in Oct XX. US$1.9BN unlevered NPV. Almost $2K / Tonne less AISC than $LAC Surprised Trump hasn't knocked on the door for X% equity -"
X Link @Tze_C 2025-10-06T23:10Z 1169 followers, 5744 engagements

"REE - Good $ in the space - yes NVX is not REE"
X Link @Tze_C 2025-10-13T04:40Z 1170 followers, XXX engagements

"$WTC - getting a further hammering with NDQ Doesn't make a huge lot of sense. Will be shoring up long"
X Link @Tze_C 2025-10-07T04:21Z 1175 followers, XXX engagements

"$INR - Sell side getting excited with capital markets - BPotter with 36c initiation. XX% project selldown / Equity next logical step. Re-rate (long)"
X Link @Tze_C 2025-10-08T04:11Z 1167 followers, 4054 engagements

"#uranium side today - Long $DYL - Extension drilling with over 1000PPM in Namibia is significant $LOT - production brewing - site visits $PDN - Contract book and production looks positive despite C1 cost vs Q4"
X Link @Tze_C 2025-10-13T21:50Z 1169 followers, 1158 engagements

"@TonySage7237 Value creation: Announce an In-specie of $CRML to $EUR shareholders. Thoughts @TonySage7237 Otherwise an activist opening here"
X Link @Tze_C 2025-10-13T21:30Z 1167 followers, XXX engagements

"@toy59496 BTW - your point regarding REE is spot on. There is a difference in current circumstances between a longer term investment and opportunity however in this space. Apart from $LYC - there are a handful of pilot producers in the space. $EUR and $CRML is a special circ opp"
X Link @Tze_C 2025-10-14T04:01Z 1169 followers, XXX engagements

"$IPX - No we don't stick a $2MM sell line in at 7AM and forget about it X days later"
X Link @Tze_C 2025-10-08T00:12Z 1166 followers, XXX engagements

"@puppyeh1 Its an interesting business - $CVNA in particular margins - didn't expect to be as strong as a platform sales business. US - X% used car penetration - analysts think they will get to 10-15%. Oz has 2M used cars. Will give it time on my end"
X Link @Tze_C 2025-10-15T04:09Z 1180 followers, XXX engagements

"$CTT - Cettire - 3X volume - This isn't b/c of some proposed $1-2K Trump bonus. Algos pushing a flag"
X Link @Tze_C 2025-10-03T03:56Z 1177 followers, XXX engagements

"$DRO push b.c of $EOS Not aware of any information curious no speeding ticket as yet"
X Link @Tze_C 2025-09-29T05:54Z 1171 followers, XXX engagements