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"$LIN.AX has been on a tear but looks like its setting up for a multi year $IPX.AX like run imo. NPV US$794M IRR XX% sub 12mo payback. Capex negligible at US$40M for Stage X 45yr LOM and a 15yr binding offtake w $ILU.AX Jurisdiction isnt perfect but with this cap structure the r/r still looks pretty compelling"
X Link @creatinecapmgmt 2025-08-26T11:50Z XXX followers, XXX engagements
"Senior Resource Winners of the Week CW28 $ILU.AX $NDM.TO $PPTA.TO $LYC.AX $EDR.TO $IPX.AX $TKO.TO $OLA.TO $NGEX.TO $SVM.TO $MIN.AX $PARR $SCR.TO $EFR.TO $ITH $AYA.TO"
X Link @GoldDiscovery1 2025-07-13T12:00Z 6678 followers, 1890 engagements