@ShowerCapAM Avatar @ShowerCapAM Jobson Growthe

Jobson Growthe posts on X about $eqrax, in the, gold, $100m the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 27.88% countries 12.5% stocks 6.73% currencies 5.77% travel destinations 1.92% cryptocurrencies 1.92% luxury brands 0.96%

Social topic influence $eqrax #12, in the 11.54%, gold 4.81%, $100m 3.85%, future 3.85%, gas 3.85%, apt 3.85%, fixed income 2.88%, $nhcax 2.88%, more than 2.88%

Top accounts mentioned or mentioned by @calvinfroedge @respeculator @alexsei88 @unnajasnoop @jimcx0 @larryjamieson @moarcap @phipho @lukeytrags @flycatcher @udiamondballs @martinwhetton @cryptobear26 @petewargent @demoniacoasx @dvsignals @markogge @jameshmackay @timsmit33432225 @tuohenpolttaja

Top assets mentioned Almonty Industries Inc. Common Shares (ALM) TRONOX LIMITED CL A ORDINARY SHARES (TROX) Celanese Corporation (CE) Canton (CC) MP Materials Corp. (MP) Kennametal Inc. (KMT) Agnico Eagle Mines Ltd. (AEM) Nov Inc (NOV) American Integrity Insurance Group, Inc. (AII)

Top Social Posts

Top posts by engagements in the last [--] hours

"$EQR.AX - everyone posting about it; so I'll throw in my $0.02 As the #tungsten price continues to rise daily the company is about to (at the unlocking of the Iolanthe ore next week) reach an annualised rate of $265m USD/yr EBITDA. $380m AUD/$1.19B Mkt Cap = 3.1x So considering: [--]. Tungsten continues to be in a significant sustained shortage - with daily significant price rises. [--]. We hear earnings calls from Tungsten consumers that they are starting to get desperate for material. [--]. We are at least 12-18 months (if not longer) away from additional supply hitting the market in a market moving"
X Link 2026-02-11T07:48Z [---] followers, 11.1K engagements

"Huge news for the ex-Indonesia nickel industry; even if 30wmt isnt that large of a cut. $NIC.AX $ARL.AX WORLDS BIGGEST NICKEL MINE IN INDONESIA TOLD TO SLASH OUTPUT WORLDS BIGGEST NICKEL MINE IN INDONESIA TOLD TO SLASH OUTPUT"
X Link 2026-02-11T10:06Z [---] followers, [----] engagements

"While $EQR.AX owners are looking up to $ALM with an interest at the valuation gap $ALM owners are looking up to $MP and not understanding the valuation gap. Interesting 🤔"
X Link 2026-02-11T12:40Z [---] followers, [----] engagements

"Anyone know much about $PRG.ax Bought Ardmore Phosphate for pennies on the dollar ($100m capex spent) following the collapse of $CXM.ax and have started shipments immediately. QR and Aurizon have completely restructured freight rates fundamentally changes the cost structure"
X Link 2025-12-03T23:10Z [---] followers, [---] engagements

"@Larryjamieson_ Sectors currently in peak hate ie: people grimace when you mention them: Diamonds Alcohol Chemicals Pesticides Fixed income Make of that what you will"
X Link 2026-01-04T05:33Z [---] followers, 21.5K engagements

"Anglo American Demerger/Spin-Out's/IPO's at Cycle Bottoms. Subsequent Returns: Thungela Resources (2021): 1100% Valterra Platinum (May 2025): 155% How much will the De Beers Diamonds spin out return at current wasteland valuations https://imaa-institute.org/blog/when-diamonds-lose-their-shine-the-rationale-behind-anglo-americans-possible-divestment-of-de-beers/ https://imaa-institute.org/blog/when-diamonds-lose-their-shine-the-rationale-behind-anglo-americans-possible-divestment-of-de-beers/"
X Link 2026-01-08T02:55Z [---] followers, [----] engagements

"Everyone hates Office REITS but can someone explain to me at what price these become too cheap Currently 0.32x replacement value. This is killing any future development = future shortages. Office has in the past traded (at times) at a premium to replacement value. $COF.AX"
X Link 2026-01-21T11:52Z [---] followers, [----] engagements

"Pretty sure thats a beat $SMR.AX #coal $NHC.AX $WHC.AX $YAL.AX"
X Link 2026-01-26T22:02Z [---] followers, [----] engagements

"@resourcebull $TROX $CE $CC are my favourites"
X Link 2026-02-02T09:59Z [---] followers, [---] engagements

"@Flycatcher Interesting - yes that capital structure no thanks 😵 The other ones are Gas plus and Energean but they both quite a bit larger. Energean is mostly Israeli with some Italy. Just have to be patient with PVE 🤪"
X Link 2026-02-04T09:30Z [---] followers, [--] engagements

"Were in the during-earnings-call tungsten price rise part of the cycle $tungsten $EQR.AX $KMT"
X Link 2026-02-04T21:17Z [---] followers, [----] engagements

"RT @AvidCommentator: We are the last generation to know what it was like before. We saw people buying affordable houses growing up and the"
X Link 2026-02-06T03:25Z [---] followers, [--] engagements

"@UDiamondBalls There are no soft landings from this far up the Minsky curve. The endless government incentives to bait subprime borrowers into the market and investors into negative cashflow assets is literally the definition of ponzi finance"
X Link 2026-02-09T07:03Z [---] followers, [---] engagements

"Yes it affects the financials a lot. You can rewind to the interview from last year where Craig said they got 90% payability on some deliveries where customers are desperate for material so Im not sure in the short term itll apply. Its probably a worse case conservative scenario"
X Link 2026-02-09T17:45Z [---] followers, [--] engagements

"@ove_vapaalla Oh and AUD/USD is increasing which reduces EBITDA in AUD. Good for you guys who bought AUD last year though 🤣"
X Link 2026-02-09T17:55Z [---] followers, [--] engagements

"@UnnajaSnoop I think there will be some demand destruction at some point. Especially in the tooling/drilling market. Whether that is significant enough to move the needle I don't know. Tungsten is very difficult to substitute for other uses"
X Link 2026-02-11T07:59Z [---] followers, [---] engagements

"Also to be a little more realistic and circumspect: Giving them some credit for some operational improvements with the cash generated and expansion at Carbine; the longer term annualised earnings at a long term (but generous) price is $70m-$100m AUD/yr"
X Link 2026-02-11T08:14Z [---] followers, [----] engagements

"@respeculator @ImmaYieldGuy @rekurencja They will need to import record volumes of ore from the Philippines to meet RKEF and HPAL demand at this wmt ore limit"
X Link 2026-02-11T11:23Z [---] followers, [---] engagements

"@martin_whetton @Cryptobear_26 @PeteWargent We have zero deposit loans plenty of supply and One Nation popularity means that the major parities are going to pull the reigns in on migration"
X Link 2026-02-11T20:18Z [---] followers, [--] engagements

"@martin_whetton @Cryptobear_26 @PeteWargent When a first home buyer gets a $30000 grant from the state government which counts as a 5% deposit for the governments shared equity scheme to avoid LMI - this is a zero deposit loan in nature but not by name"
X Link 2026-02-11T23:14Z [---] followers, [--] engagements

"@DemoniacoASX I dont follow: [--]. Property bought by investor no net change [--]. Property bought by renter less rental demand [--]. Property bought by upgrader see [--] or [--] for their old property. Pretty sure this is playing out in Melbourne atm"
X Link 2026-02-12T02:07Z [---] followers, [--] engagements

"And those homes would not have been built at any price If investors exit first-home buyers take their place with less competition and lower prices The counter factual would show low vacancy rates exists despite decades of CGT breaks - ergo it seems CGT is not an effective supply driver You would suggest a 100% capital gains tax discount would increase supply more Is the bottleneck zoning labor and materials not a lack of tax-driven speculators https://twitter.com/i/web/status/2021777128543707220 https://twitter.com/i/web/status/2021777128543707220"
X Link 2026-02-12T02:43Z [---] followers, [--] engagements

"That would result in a tiny less than $1 per week increase in median rents across Australian capital cities. (2025) "There would be little to no effect on rent prices (2026) Investors are also not likely to be able to pass on the increase in tax as an increase in rent because the rental price is determined by supply of rental properties and the demand for rental properties. Landlords cant simply increase rents just because taxes have increased. Some newly built houses are sold to investors and if this does create a problem it can be easily fixed. The capital gains tax discount could be"
X Link 2026-02-12T04:33Z [---] followers, [--] engagements

"The #tungsten price in Europe defined by Europe as its most economically important critical mineral just increased in price by MORE than the ENTIRE all in saleable cost of $EQR.AX in a single update. This is despite already being over 5.5x higher than the AISC already. At this price $EQR.AX is going to be generating 80% gross margins. This is like a $6652/oz Gold price for $AEM. BOOOOOOOOOOOOOOOOOOOOOOM💣💣💣🚀🚀🚀 Lnnen APT [----] USD/MTU 🔥🔥🔥 +362 (+26.36%) #Tungsten $EQR.AX https://t.co/CbLLMdPe4G BOOOOOOOOOOOOOOOOOOOOOOM💣💣💣🚀🚀🚀 Lnnen APT [----] USD/MTU 🔥🔥🔥 +362 (+26.36%)"
X Link 2026-02-13T17:10Z [---] followers, [---] engagements

"@calvinfroedge Holy shit"
X Link 2026-01-21T22:56Z [---] followers, [----] engagements

"@jtourzan I like $KAR.AX too if you want more oil rather than gas exposure. My only concern with $STO.AX is the LNG wall coming out of the US. Its still 70% LNG after Pikka. It is very very cheap though"
X Link 2026-01-22T20:43Z [---] followers, [---] engagements

"Diamonds Chemicals Alcohol Today Value Growth posted 3rd largest 1-day outperformance ever (Barclays Equites Tactical Strategies team) https://t.co/f84oPtkRfB Today Value Growth posted 3rd largest 1-day outperformance ever (Barclays Equites Tactical Strategies team) https://t.co/f84oPtkRfB"
X Link 2026-02-04T22:39Z [---] followers, [----] engagements

"Number [--] just got cheap government funding $ARL.AX #Nickel sentiment check. Right now on the ASX you can buy: [--]. The largest strategic nickel resource in the Western world for 5% of its Project NPV. [--]. A sulphide district effectively for $0 when you subtract the cash & near-term gold revenue. #Nickel sentiment check. Right now on the ASX you can buy: [--]. The largest strategic nickel resource in the Western world for 5% of its Project NPV. [--]. A sulphide district effectively for $0 when you subtract the cash & near-term gold revenue"
X Link 2026-02-04T23:16Z [---] followers, [----] engagements

"Oilfield services company $NOV figures out that the lack of #tungsten carbide and the rapid price increase is going to be a real shock to the system. The west hasnt yet worked out that the entire energy and industrial supply chain relies on #tungsten and for the next 12-24 months there is a single large scale supplier of tungsten concentrate outside of China: $EQR.AX https://twitter.com/i/web/status/2019537474603925756 https://twitter.com/i/web/status/2019537474603925756"
X Link 2026-02-05T22:23Z [---] followers, 16.5K engagements

"Major cutting tool manufacturers are buying #tungsten carbide AT ANY COST $EQR.AX Very good read from a downstream POV #Tungsten 🚨This is a serious issue🚨 https://t.co/OJzw5bzq0t https://t.co/VLIUiEsjWY $AII $EQR.ax #CarbideCrisis Very good read from a downstream POV #Tungsten 🚨This is a serious issue🚨 https://t.co/OJzw5bzq0t https://t.co/VLIUiEsjWY $AII $EQR.ax #CarbideCrisis"
X Link 2026-02-11T11:10Z [---] followers, [----] engagements

"The #tungsten price in Europe defined by Europe as its most economically important critical mineral just increased in price by MORE than the ENTIRE all in saleable cost of $EQR.AX in a single update. This is despite already being over 5.5x higher than the AISC already. At this price $EQR.AX is going to be generating 80% gross margins. Imagine a $6652/oz Gold price for a gold major like $AEM margin wise AND price just jumped 27% in a single week 😳 BOOOOOOOOOOOOOOOOOOOOOOM💣💣💣🚀🚀🚀 Lnnen APT [----] USD/MTU 🔥🔥🔥 +362 (+26.36%) #Tungsten $EQR.AX https://t.co/CbLLMdPe4G"
X Link 2026-02-13T17:18Z [---] followers, 16.6K engagements

"@JukkaLaw @Alexsei88 $1750/mtu = $400m AUD EBITDA $2000 = $470m $2500 = $627m $3000 = $767m"
X Link 2026-02-13T17:33Z [---] followers, 10.1K engagements

"@cmkusher It's all a huge red flag for anyone with an iota of financial history. This level of desperation to provide credit to borrowers is extremely concerning for any financial market. Could you imagine if we had shared equity/interest only schemes for shares or managed funds"
X Link 2025-05-05T08:44Z [---] followers, [---] engagements

"@trader_roo32 Its the other way around. New loans/ mortgages create new money which drives prices. The tight correlation is with prices and borrowing power. People will pay for a house what a bank will give them for a loan. If we had macro prudential restrictions rate of change M3 would fall"
X Link 2025-06-18T00:03Z [---] followers, [---] engagements

"Aussie property speculators - prior performance is not a reliable indicator of future results: https://macrotorque.substack.com/p/australian-house-price-speculators https://macrotorque.substack.com/p/australian-house-price-speculators"
X Link 2025-07-13T08:47Z [---] followers, [----] engagements

"#FNPvBIL Another no arms tackle"
X Link 2025-07-22T10:47Z [---] followers, [----] engagements

"@wallabies Clean em out on the neck next week boys"
X Link 2025-07-26T11:54Z [---] followers, [----] engagements

"Tizzano takes a shoulder to the head. Look at the speed his head goes backwards. #AUSvsBIL"
X Link 2025-07-26T12:09Z [---] followers, 462.6K engagements

"@rugby_podcast Tizzano will have a nasty headache"
X Link 2025-07-26T12:11Z [---] followers, [----] engagements

"@CouchReferee @Nelsonhdale Initial contact is shoulder to the head. It's a penalty all day"
X Link 2025-07-26T12:13Z [---] followers, 289.5K engagements

"@GoldDiggerRugby He's got his left knee and left hand on the ground too"
X Link 2025-07-26T12:49Z [---] followers, 13.2K engagements

"@Murray_Kinsella He enters the ruck with his left knee on the ground uses his left hand to support his body weight and makes initial contact with the head. Either one is a penalty"
X Link 2025-07-26T13:04Z [---] followers, [----] engagements

"@xxx_invest93456 No ruck formed first player learn the rules"
X Link 2025-07-26T14:12Z [---] followers, [----] engagements

"@TelegraphRugby @WayneBarnesRef Yep so we throw away years of TMO reviews and innocuous penalties for inadvertent head contact because at crucial moments player safety doesnt matter"
X Link 2025-07-27T09:47Z [---] followers, [----] engagements

"@GoodBadRugby @ContiUK You cant on the one hand produce video series with Sam Warburton on how to safely clear jacklers from rucks and avoid the head and necks and then turn around and say that you can shoulder players in the head and neck because theres no other way - which is it"
X Link 2025-07-27T21:51Z [---] followers, [----] engagements

"@WorldRugby @emirates Good to know for the future that this isnt enough time to adjust to the height of the other player"
X Link 2025-07-31T15:49Z [---] followers, [----] engagements

"@DVSignals Just remember youre looking at NCF futures which is the 6000kcal market. The output from Blair Athol at $TER.ax is 5500kcal/(sometimes shown as API-5) which trades at a pretty steep discount. The spread can blow out pretty wide too when JKT start screaming for HELE stock"
X Link 2025-08-01T17:35Z [---] followers, [---] engagements

"@DVSignals Also remember with Thungela theres a SA risk premium. You can own a premier asset like Bengalla run by probably the best resources management team in the country at not dissimilar valuations $NHC.ax"
X Link 2025-08-01T17:37Z [---] followers, [---] engagements

"Tom Lynagh flattened by elbow to the head. #AUSvBIL"
X Link 2025-08-02T10:52Z [---] followers, 331.6K engagements

"@PDuckhouse @RugbyReg Yeah he's in the side so therefore can get legally smoked in the head"
X Link 2025-08-02T11:00Z [---] followers, [----] engagements

"@Alun03 He did he is unable to return to the field"
X Link 2025-08-02T11:30Z [---] followers, [----] engagements

"@gbusson Shoulder first No head contact All officials agree Not all head contact is foul play He was in the side"
X Link 2025-08-02T12:44Z [---] followers, [----] engagements

"@respeculator $NHC.AX = 15% FCFY + $800m cash current MCAP $3.7B"
X Link 2025-08-20T04:29Z [---] followers, [----] engagements

"@MarkOgge Great news for Whitehaven Coal and New Hope Group"
X Link 2025-10-09T04:14Z [---] followers, [--] engagements

"@Alexsei88 There is a mine in Tasmania operating Dolphin mine. The shares are currently not trading due to restructuring but when they come back on the market look out (ASX: G6M). Saloro 0.18-0.236% WO Carbine Iolanthe 0.262% WO Dolphin (G6M) 0.42% WO 8300mtu/month"
X Link 2025-11-16T19:21Z [---] followers, [---] engagements

"@VadimYuryev Apple is 9% of the market. I don't understand why you think that only they have the economies of scale to have long term forward contracts hedge costs etc. Small PC brands do not manufacture their boards they use OEM's like Pegatron"
X Link 2025-12-04T00:26Z [---] followers, [----] engagements

"@BULLReturns Interesting. Stanmore $SMR bottomed at $2 likely wont go to $20 so youve certainly nailed the high beta. Not many people are that keen on coal on barges deep within the Indonesian forest so kudos to you"
X Link 2025-12-04T01:42Z [---] followers, [---] engagements

"@respeculator $POD.AX is more like a Bushveld-esque deposit as opposed to a PGE-CU-Ni and in WA too"
X Link 2025-12-15T09:50Z [---] followers, [---] engagements

"@lasse108 $TROX $CE $CC better options imo"
X Link 2025-12-15T21:23Z [---] followers, [---] engagements

"@respeculator SBM EV: $21M ($725M Mkt Cap - $704M Total Liquid Value) Resource: 5.9M oz EV/oz: $3.56/oz PDI EV: $1.8B ($1.9B Mkt Cap - $100M Cash) Resource: 5.5M oz EV/oz: $327/oz RMS EV: $5.57B ($6.4B Mkt Cap - $828M Cash) Resource: 12M oz EV/oz: $464/oz 🧐"
X Link 2025-12-24T07:34Z [---] followers, [----] engagements

"@calvinfroedge Depends if hated = cheap If I had to choose a major that is more hated than $EC and $PBR I would guess Something like Sinopec/CNOOC/China Petro and Chem Maybe Eni (Theres lots of E&Ps that are super cheap and hated like $ENQ.L even http://KAR.AX http://KAR.AX"
X Link 2026-01-01T20:42Z [---] followers, [----] engagements

"@puppyeh1 Yes you are clearly a better expert than me at corporate bids/special situations to which I have [--] edge. I was bullish US steel margins and $BSL.AX was an attractive way to play that space as the US listed co's (NUE STLD) trade 50%+ higher valuations. Horses for courses :)"
X Link 2026-01-09T03:09Z [---] followers, [---] engagements

"@MoarCap You were very early in tungsten 🫡"
X Link 2026-01-13T08:57Z [---] followers, [---] engagements

"@MoarCap Ah yes fair enough. Hopefully G6M comes back online if you still hold shares. I saw EQR presentation at Noosa mining conference and thought it was interesting mid-last year"
X Link 2026-01-13T09:15Z [---] followers, [---] engagements

"@LambDownUnder I like coke more than thermal here as thermal prices are somewhat sensitive to cheap LNG. Hard to see a high thermal price low LNG price environment. If you think LNG prices go higher there are better ways to play that too. I still like $NHC a lot just my $0.02"
X Link 2026-01-14T12:03Z [---] followers, [--] engagements

"@JamesHMackay @Timsmit33432225 Sorry for the AI summary this is 85% correct or so. TROX also owns the titanium mines in Australia (margin advantage) has a rare earth processing business. Chemours has the leading hydrofluoroolefin to be used in two phase cooling in data centres in future"
X Link 2026-01-16T01:22Z [---] followers, [--] engagements

"@JamesHMackay @Timsmit33432225 CE is essentially a levered bet on vehicle sales (lower interest rates) meeting operating leverage (increasing utilisation) and financial leverage (debt pay down). They made poor acquisitions at the top of the cycle - early debt repayment highly accretive to equity value"
X Link 2026-01-16T01:28Z [---] followers, [--] engagements

"@calvinfroedge $SBM.AX"
X Link 2026-01-17T23:34Z [---] followers, [---] engagements

"@calvinfroedge Mkt cap 700m aud incoming cash 470m aud $17B gold reserves"
X Link 2026-01-17T23:36Z [---] followers, [---] engagements

"@PhiPho Did you see this today $NIC initially opened down big on them having delays securing mining license extension in the last quarter Then it reversed and ended up 1% when everyone realised the same is probably occurring for everyone. Nickel supply 🧐"
X Link 2026-01-19T06:37Z [---] followers, [--] engagements

"$SBM.AX Update Enterprise Value $450m AUD Project NPV: $3.6B AUD EV/NPV: 12.5% Simberi NPV @ $4k USD/oz = $A2.6B ($1.3B attributable) [--] Mile NPV @ $4k USD/oz = $A2.3B"
X Link 2026-01-21T09:41Z [---] followers, [----] engagements

"@invdiary @calvinfroedge $850m market cap - $470m in cash for the sale of Simberi plus existing cash on hand = $380m"
X Link 2026-01-21T11:58Z [---] followers, [---] engagements

"@LukeyTrags https://x.com/jobsongrowthe1/status/2003731097092587844 @respeculator SBM EV: $21M ($725M Mkt Cap - $704M Total Liquid Value) Resource: 5.9M oz EV/oz: $3.56/oz PDI EV: $1.8B ($1.9B Mkt Cap - $100M Cash) Resource: 5.5M oz EV/oz: $327/oz RMS EV: $5.57B ($6.4B Mkt Cap - $828M Cash) Resource: 12M oz EV/oz: $464/oz 🧐 https://x.com/jobsongrowthe1/status/2003731097092587844 @respeculator SBM EV: $21M ($725M Mkt Cap - $704M Total Liquid Value) Resource: 5.9M oz EV/oz: $3.56/oz PDI EV: $1.8B ($1.9B Mkt Cap - $100M Cash) Resource: 5.5M oz EV/oz: $327/oz RMS EV: $5.57B ($6.4B Mkt Cap -"
X Link 2026-01-22T04:02Z [---] followers, [----] engagements

"@LukeyTrags Change the cash to $470m and re calculate"
X Link 2026-01-22T04:03Z [---] followers, [---] engagements

"$EQR.AX An important lesson in dilution in the junior mining space - share issuance & share price vs market cap. The last quarter was the first quarter of positive cashflow in the history() of the company"
X Link 2026-01-23T00:48Z [---] followers, [----] engagements

"$EQR.AX v $AII.AX EQ Resources vs Almonty Industries $670m mkt cap v $4.2B mkt cap [----] Tungsten production: 300000-400000 mtu est. (EQR) v 130000-160000 mtu est. (AII) 6.2x valuation gap 👀"
X Link 2026-01-23T01:39Z [---] followers, 15.2K engagements

"@AAGresearch These plus UK small caps Office REITs Agriculture inputs (potash urea phosphate) Emerging markets (to some extent) Oil Oil services (offshore + seismic; though these have moved) Nickel Manganese Steel Aluminium Offshore Wind @Larryjamieson_ Sectors currently in peak hate ie: people grimace when you mention them: Diamonds Alcohol Chemicals Pesticides Fixed income Make of that what you will. https://t.co/pp71C8wHNq @Larryjamieson_ Sectors currently in peak hate ie: people grimace when you mention them: Diamonds Alcohol Chemicals Pesticides Fixed income Make of that what you will."
X Link 2026-01-24T11:41Z [---] followers, [---] engagements

"@MarkOgge @AustralianLabor At 9pm on Monday South Australia which has 160% renewables capacity was 65% gas 10% diesel and 25% Victorian brown coal"
X Link 2026-01-27T20:43Z [---] followers, [---] engagements

"@PhiPho @diggerdeegs Nah NIKL in the US but it isnt pure play nickel basket"
X Link 2026-01-29T00:23Z [---] followers, [--] engagements

"The numbers are just a blur now - they've sort of lost all meaning. Just the move in the last couple of days from $1365 to $1429 has added $23m AUD in EBITDA p.a run rate for $EQR.AX The last quarter was their first cash positive quarter ($1.15m AUD) since listing in 2006; and the uplift in the Wo3 price in the few days is going to generate (hypothetically) 20x more cash 🤔 Obviously this assumes they can hit the 300k mtu/annum run rate payabilities don't end up in the toilet and so forth. fascinating to watch. APT [----] USD/MTU 🚨🚨🚨 $EQR.AX #Tungsten https://t.co/nx40dl5Iji APT [----] USD/MTU"
X Link 2026-01-29T06:53Z [---] followers, [----] engagements

"@LifestyleIS @_warrenhogan are you really a financial advisor"
X Link 2026-01-29T09:09Z [---] followers, [--] engagements

"@AndrewGash @matt_barrie No they literally create money https://www.bankofengland.co.uk/quarterly-bulletin/2014/q1/money-creation-in-the-modern-economy https://www.bankofengland.co.uk/quarterly-bulletin/2014/q1/money-creation-in-the-modern-economy"
X Link 2026-01-30T02:17Z [---] followers, [--] engagements

"The Norway government built the pipelines and infrastructure and actively subsidise the industry through tax benefits like rapid depreciation. The two systems are completely different. Imagine if the Australian government was running around building dozens of LNG terminals all along the east coast and the companies didnt have to contribute to that capex. Then it might be remotely similar. https://twitter.com/i/web/status/2017130424649338938 https://twitter.com/i/web/status/2017130424649338938"
X Link 2026-01-30T06:59Z [---] followers, [--] engagements

"I rent a large house 5km from the Brisbane CBD on an 810sqm block. I pay the owner of this house a gross 2.4% yield on the value of property. An 80% mortgage on this house would cost at current interest rates cost 2.15x more each month than what Im paying in rent. Renting this house is an order of magnitude better than owning this house"
X Link 2026-01-31T01:15Z [---] followers, [----] engagements

"@SpachusAus Property price expectations are so ridiculous the idea that prices could be lower in [--] years time than they are today isnt even considered a possible outcome. Perth 2007-2019 Sunshine Coast 2007-2019 Brisbane 2010-2019 Melbourne 2017-2027() All lost decades 🫣"
X Link 2026-02-01T06:01Z [---] followers, [---] engagements

"A significant portion of the chemical downturn was secondary markets hoarding and demanding more supply than required in the 2022-2023 inflationary period. This caused an unprecedented inventory surge. An upturn in chemical plant operating capacity which is the bellwether for profitability doesnt necessarily need a large upturn in demand - simply working through this inventory is and restocking is going to improve margins even before actual demand pull (higher housing starts higher auto sales from lower interest rates) begins. https://twitter.com/i/web/status/2018073769898852386"
X Link 2026-02-01T21:27Z [---] followers, [--] engagements

"EQR number [--] producer outside China $EQR.AX"
X Link 2026-02-02T00:18Z [---] followers, [----] engagements

"Very well progressed to obtain funding for Mt Carbine expansion $EQR.AX"
X Link 2026-02-02T00:20Z [---] followers, [---] engagements

"Now that they are over $500m market cap they have significant interest from overseas investors Six calls last week. Doesnt preclude anyone from investing being ASX only listed for the time being. $EQR.AX"
X Link 2026-02-02T00:40Z [---] followers, [----] engagements

"2025 - business stability [----] - invest back in the business develop the hub and spoke asset putting meat on the bone ensure the utilisation and recovery perspective. 300-400000 mtus target Carbine expansion funding to be secured to increase production profile. Customers desperate for material $EQR.AX has the greatest opportunity to deliver into this relationship with tungsten users. https://twitter.com/i/web/status/2018123010348384462 https://twitter.com/i/web/status/2018123010348384462"
X Link 2026-02-02T00:43Z [---] followers, [----] engagements

"Summary of the $EQR.AX call: Iolanthe reached feed to begin hitting the plant in 3rd week of Feb. Expansion of Mt Carbine resource to begin in November pending some external funding discussions. Drilling program to begin in June quarter at Saloro and Carbine to expand the resources. Exploration of old tungsten mines around Saloro and Mt Carbine (Wolfram Camp) and looking at joint ventures with others who hold similar tenements nearby to Carbine. Looking at a NASDAQ listing but it isnt a simple exercise or a priority at the moment. Business is derisked from a financial perspective and looking"
X Link 2026-02-02T00:51Z [---] followers, [----] engagements

"Summary of the $EQR.AX call: Iolanthe reached feed to begin hitting the plant in 3rd week of Feb. Expansion of Mt Carbine processing plant to begin in November pending some external funding discussions. Drilling program to begin in June quarter at Saloro and Carbine to expand the resources. Exploration of old tungsten mines around Saloro and Mt Carbine (Wolfram Camp) and looking at joint ventures with others who hold similar tenements nearby to Carbine. Looking at a NASDAQ listing but it isnt a simple exercise or a priority at the moment. Business is derisked from a financial perspective and"
X Link 2026-02-02T01:15Z [---] followers, [----] engagements

"@PhiPho @MoarCap Cool Ill check it out thanks man. I think Zimbabwe is better than South Africa from some perspectives - more risky in other ways 😂"
X Link 2026-02-03T00:05Z [---] followers, [--] engagements

"@tuohenpolttaja @Alexsei88 My point being it isnt quite an accurate valuation basis to compare when they are capturing the full payabilities vs APT and EQR is getting 70/78%. EQR should follow through with the TMG acquisition when they can imo"
X Link 2026-02-03T18:18Z [---] followers, [---] engagements

"@Valefossa @Alexsei88 @tuohenpolttaja Its a fake name everywhere 😊😂"
X Link 2026-02-03T18:58Z [---] followers, [---] engagements

"@calvinfroedge Looks like a screen of green to me too"
X Link 2026-02-03T19:27Z [---] followers, [----] engagements

"All [--] are up today 🤣 @Larryjamieson_ Sectors currently in peak hate ie: people grimace when you mention them: Diamonds Alcohol Chemicals Pesticides Fixed income Make of that what you will. https://t.co/pp71C8wHNq @Larryjamieson_ Sectors currently in peak hate ie: people grimace when you mention them: Diamonds Alcohol Chemicals Pesticides Fixed income Make of that what you will. https://t.co/pp71C8wHNq"
X Link 2026-02-03T21:06Z [---] followers, [---] engagements

"@Crayjay003 @Piccan3 NHC is lower beta and mostly thermal. SMR has more operating and financial leverage"
X Link 2026-02-04T08:48Z [---] followers, [--] engagements

"@Flycatcher Im searching all through Italy North Africa and the Mediterranean for a better way to play this but Im coming up blank so far. ENI sells a lot of local Italian gas but it gets diluted by global sales"
X Link 2026-02-04T08:51Z [---] followers, [---] engagements

"@MrBDelany @calvinfroedge Burkina Faso"
X Link 2026-02-05T04:35Z [---] followers, [--] engagements

"@LukeyTrags That analyst is my quant"
X Link 2026-02-05T04:49Z [---] followers, [---] engagements

"@Sammy2288776 @Kacper_PK_CH @Lotus_Resources Lot in halt while other U stocks get smoked"
X Link 2026-02-05T06:49Z [---] followers, [--] engagements

"RT @PolemicTMM: Today's post Tungsten Balls-up Part [--] - The Squeeze continues Update on tungsten prices and the https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze"
X Link 2026-02-08T11:13Z [---] followers, [--] engagements

"#Nickel sentiment check. Right now on the ASX you can buy: [--]. The largest strategic nickel resource in the Western world for 5% of its Project NPV. [--]. A sulphide district effectively for $0 when you subtract the cash & near-term gold revenue"
X Link 2025-12-18T01:40Z [---] followers, [----] engagements

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