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@ImmaYieldGuy "$CLA.AX here is $1B NPV8 @ current metal pricesshould easily re-rate to 3c+ on funding developments"
X Link @ImmaYieldGuy 2025-10-13T23:02Z 2394 followers, 3874 engagements

"$ORD $ORD.AX Murchison region consolidation with $RMS $SPR Ordell still my #1 gold explorer. Ex-Genesis team and asset (non-core) Less than 10km from Mt Magnet 2.5km strike alongside Eridanus (1.2Moz) extremely similar geology Currently half way into 8000m drill program. #Gold"
X Link @ImmaYieldGuy 2025-03-19T03:40Z 2393 followers, 2850 engagements

"$LRT $LRT.AX Hit the button on a buyback while trading at a healthy NAV discount"
X Link @ImmaYieldGuy 2025-08-06T05:51Z 2390 followers, 1009 engagements

"@respeculator Any new/change of thought on $STO.AX here now"
X Link @ImmaYieldGuy 2025-09-18T03:18Z 2391 followers, XXX engagements

"$ORD $ORD.AX Potential breakout @ 43c One of my favourite #gold exploration exposures at the moment - great management"
X Link @ImmaYieldGuy 2025-02-18T23:21Z 2392 followers, 3466 engagements

"lol $BCB $BCB.AX #coaltwitter"
X Link @ImmaYieldGuy 2025-07-14T23:54Z 2391 followers, 1037 engagements

"One thing you can't fault is their integration. $WHC $WHC.AX #coaltwitter"
X Link @ImmaYieldGuy 2025-07-24T23:17Z 2390 followers, 5634 engagements

"$BHP produce 260mtpa iron ore of which 150mt goes directly to China. That is XX% of the 1.2Btpa China import and X% of the seaborne market. So where the heck does this 150mt gap get filled $FMG already ship 85%+ so very limited upside. $RIO is already flat out. Hancock already XXX% China. $MIN would be marginal. $VALE can probably fill this gap the most but even then probably max 30mtpa and increased haulage costs from Brazil come into account. Essentially saying it wouldnt be feasible for the Chinese to implement a full structural ban they wouldnt be able to fill the gap left behind from"
X Link @ImmaYieldGuy 2025-09-30T11:28Z 2390 followers, 10.3K engagements

"Fuck sake I was looking at $ASM.AX @ 60c"
X Link @ImmaYieldGuy 2025-10-12T23:43Z 2390 followers, 3232 engagements

"There goes the federal budget $BHP"
X Link @ImmaYieldGuy 2025-09-30T07:48Z 2390 followers, 50.6K engagements

"$GYG.AX use their incredibly tight FCF to establish a $100m buyback"
X Link @ImmaYieldGuy 2025-10-08T22:25Z 2390 followers, 11.6K engagements

"$GMG $GMG.AX Opening below placement price"
X Link @ImmaYieldGuy 2025-02-19T23:45Z 2390 followers, 1053 engagements

"Some like to put their feet up and relax after a long days work. I like to build an equation that incorporates all possible components that result in variabilities in Onslows haulage cost $/t and the sensitivities that lie between achieving 40mtpa+ or not. $MIN $MIN.AX"
X Link @ImmaYieldGuy 2025-09-23T09:53Z 2390 followers, 1676 engagements

"Another quick swing degen double on mispriced goldies. $VTX $VTX.AX"
X Link @ImmaYieldGuy 2025-09-22T00:15Z 2393 followers, 1998 engagements

"$BHP only down X% in London. I assume this is all one big negotiation tactic by the Chinese rather than any complete structural change to iron ore market"
X Link @ImmaYieldGuy 2025-09-30T11:09Z 2390 followers, 6000 engagements

"Not a bad quick 50%+ $VTX $VTX.AX"
X Link @ImmaYieldGuy 2025-09-03T00:11Z 2390 followers, 1456 engagements

"$WHC $WHC.AX AusSuper big fans of ESG #coaltwitter"
X Link @ImmaYieldGuy 2025-06-17T10:26Z 2389 followers, 14.2K engagements

"Fascinating $PTM #L1"
X Link @ImmaYieldGuy 2025-05-01T00:23Z 2391 followers, XXX engagements

"Picked up first parcel of Vertex at sub XX. $VTX $VTX.AX"
X Link @ImmaYieldGuy 2025-07-29T01:16Z 2390 followers, 8656 engagements

"$CEL $GBZ $VTX X of my smaller GOLDIE plays"
X Link @ImmaYieldGuy 2025-08-06T01:49Z 2390 followers, 5407 engagements

"Quick swing $VTX $VTX.AX"
X Link @ImmaYieldGuy 2025-09-08T01:26Z 2390 followers, 1611 engagements

"$AQC ❌ $BCB ❌ $CKA $TER #coaltwitter"
X Link @ImmaYieldGuy 2025-07-30T00:00Z 2391 followers, 1944 engagements

"$REH $REH.AX The slide continues. Warned when it was at $XX and trading near 50x earnings for a plumbing suppling co in the midst of detracting growth"
X Link @ImmaYieldGuy 2025-08-25T03:13Z 2390 followers, 2106 engagements

"Me and the boys walking in to save $SGR $SGR.AX"
X Link @ImmaYieldGuy 2025-08-05T08:15Z 2390 followers, 2188 engagements

"$IGO $IGO.AX Thanks to the team for not reporting in best practice and including mining from stockpiles.so I have to do it myself. #lithium"
X Link @ImmaYieldGuy 2025-01-30T06:59Z 2391 followers, 1089 engagements

"The three slides that stood out most to me in the $WHC $WHC.AX FY25 results: 1) Are they already better operators in QLD than BMA 2) XX% EBITDA margins at the very bottom of the cycle (refer to BHP coal comments) is nothing to sneeze at 3) Cutting Narrabri CapEx from $1b to $300m is quite remarkable #coaltwitter"
X Link @ImmaYieldGuy 2025-08-20T23:23Z 2391 followers, 11.5K engagements

"$REH $REH.AX now approaching XX handle. Crazy what happens when a plumbing supplier trades on tech multiples 🤔"
X Link @ImmaYieldGuy 2025-07-15T00:11Z 2390 followers, 2795 engagements

"$BCB $BCB.AX #coaltwitter"
X Link @ImmaYieldGuy 2025-08-01T02:33Z 2391 followers, 1154 engagements

"Just spoke to Mike he said f*** Duncan and dem boys $BHP $AAL $TECK"
X Link @ImmaYieldGuy 2025-09-14T02:15Z 2390 followers, 2026 engagements

"@cowboybeeshop Are you saying cheap within $IVN or will cause excess supply in market"
X Link @ImmaYieldGuy 2025-09-24T08:34Z 2391 followers, XXX engagements

"$LTR $LTR.AX"
X Link @ImmaYieldGuy 2025-08-06T23:50Z 2392 followers, 1010 engagements

"Almost -XX% in six months. Markets seem efficient until they aren't. $REH $REH.AX"
X Link @ImmaYieldGuy 2025-03-17T02:09Z 2390 followers, 8122 engagements

"$DMP $DMP.AX Have now missed street expectations in their last NINE half years. lol From $XXX to $XX down XX% since covid pizza AI multiples"
X Link @ImmaYieldGuy 2025-08-27T01:11Z 2391 followers, 2512 engagements