# ![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1504617499987701761.png) @ImmaYieldGuy Yield Guy

Yield Guy posts on X about $whcax, $whc, $mtm, $mtmax the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1504617499987701761/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504617499987701761/c:line/m:interactions.svg)

- [--] Week [-----] -80%
- [--] Month [-------] +44%
- [--] Months [-------] -39%
- [--] Year [---------] -99%

### Mentions: [--] [#](/creator/twitter::1504617499987701761/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504617499987701761/c:line/m:posts_active.svg)

- [--] Week [--] -79%
- [--] Month [---] -2.30%
- [--] Months [---] +113%
- [--] Year [-----] +140%

### Followers: [------] [#](/creator/twitter::1504617499987701761/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504617499987701761/c:line/m:followers.svg)

- [--] Week [-----] +0.60%
- [--] Month [-----] +5.70%
- [--] Months [-----] +31%
- [--] Year [-----] +99%

### CreatorRank: [---------] [#](/creator/twitter::1504617499987701761/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1504617499987701761/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [ncaa football](/list/ncaa-football) 

**Social topic influence**
[$whcax](/topic/$whcax) #8, [$whc](/topic/$whc) #2, [$mtm](/topic/$mtm), [$mtmax](/topic/$mtmax), [in the](/topic/in-the), [$min](/topic/$min), [$yalax](/topic/$yalax), [gold](/topic/gold), [$yal](/topic/$yal), [$minax](/topic/$minax)

**Top accounts mentioned or mentioned by**
[@respeculator](/creator/undefined) [@lukeytrags](/creator/undefined) [@realhagetaka](/creator/undefined) [@mondyinvest](/creator/undefined) [@travmoneyofmine](/creator/undefined) [@specpunter](/creator/undefined) [@chuckchunder007](/creator/undefined) [@hsiuchinchen095](/creator/undefined) [@smallcapsasx](/creator/undefined) [@sniffrocks](/creator/undefined) [@sentinel1221](/creator/undefined) [@pancaku](/creator/undefined) [@zhanginu](/creator/undefined) [@shitvaluefund](/creator/undefined) [@k311126](/creator/undefined) [@1stlevelthinker](/creator/undefined) [@minenergybiz](/creator/undefined) [@sr71blackbirds](/creator/undefined) [@stockrockerasx](/creator/undefined) [@twinturboce1ica](/creator/undefined)

**Top assets mentioned**
[Minswap (MIN)](/topic/$min) [BHP Group Limited (BHP)](/topic/$bhp) [Republic Services, Inc. (RSG)](/topic/$rsg) [Blockchain Bets (BCB)](/topic/$bcb) [Peabody Energy Corporation (BTU)](/topic/$btu) [American Airlines Group Inc (AAL)](/topic/$aal) [Realio Network (RIO)](/topic/$rio) [Pulsechain (PLS)](/topic/$pls) [Newmont Corporation (NEM)](/topic/$nem) [Warner Music Group Corp. (WMG)](/topic/$wmg) [Spirit Aerosystems Holdings, Inc. (SPR)](/topic/$spr) [Signet Jewelers Limited (SIG)](/topic/$sig) [Teck Resources Limited (TECK)](/topic/$teck) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$STO $STO.AX"  
[X Link](https://x.com/ImmaYieldGuy/status/1934118894152958371)  2025-06-15T05:20Z [----] followers, [----] engagements


"$REH Reece one earnings report I've been waiting for - encouraging half-year results however this is reflected in the share price in the last few months and more than priced in. Trading on multiples such as 40x P/E 20x P/CF & 18x EV/EBITDA"  
[X Link](https://x.com/ImmaYieldGuy/status/1762240963152642336)  2024-02-26T22:19Z [----] followers, [----] engagements


"$SUV credit where credit is due - they keep on ticking boxes"  
[X Link](https://x.com/ImmaYieldGuy/status/1764426604866855169)  2024-03-03T23:04Z [----] followers, [--] engagements


"Did $SXG just hit the motherload"  
[X Link](https://x.com/ImmaYieldGuy/status/1764427627652067634)  2024-03-03T23:08Z [----] followers, [---] engagements


"$SXG not bad at all"  
[X Link](https://x.com/ImmaYieldGuy/status/1764790498655715700)  2024-03-04T23:10Z [----] followers, [--] engagements


"#IronOre every fund manager's prediction of the last few years is starting to come into fruition"  
[X Link](https://x.com/ImmaYieldGuy/status/1767018620381810848)  2024-03-11T02:44Z [--] followers, [--] engagements


"$FME from 3:30 to close $155k worth traded out of no where - 10x+ more than any average day"  
[X Link](https://x.com/ImmaYieldGuy/status/1767420632961266018)  2024-03-12T05:21Z [----] followers, [----] engagements


"$KNG that's a lot of graphite"  
[X Link](https://x.com/ImmaYieldGuy/status/1767687547357147189)  2024-03-12T23:02Z [----] followers, [--] engagements


"$WMG extend on huge potential tonnage"  
[X Link](https://x.com/ImmaYieldGuy/status/1768053669973668182)  2024-03-13T23:16Z [----] followers, [--] engagements


"$CXO getting CRUSHED That $250m EV still looks like too much #Lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1769583827431952662)  2024-03-18T04:37Z [---] followers, [---] engagements


"$BLD management recommends shareholders to reject the takeover bid from $SVW. Offer ranging between $5.96-$6.19 per Boral share has been deemed undervalued by independent expert - suggests $6.50-$7.13 is fair"  
[X Link](https://x.com/ImmaYieldGuy/status/1769848073214439808)  2024-03-18T22:07Z [---] followers, [---] engagements


"$MKG hilariously good timing amidst the #manganese speculation"  
[X Link](https://x.com/ImmaYieldGuy/status/1769850623288373295)  2024-03-18T22:17Z [----] followers, [--] engagements


"Chris Ellison on a tear with these farm-ins lately $MIN JV with $LRD $1m spent for 40% $5m spent for 70% Decision to mine for 85% #Lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1770241134767563160)  2024-03-20T00:09Z [---] followers, [---] engagements


"Are $AZS shareholders going to oppose the scheme of arrangement Andover looks the goods and more #Lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1770242004800409625)  2024-03-20T00:12Z [----] followers, [--] engagements


"$MEA another takeover @ 60c/share"  
[X Link](https://x.com/ImmaYieldGuy/status/1772034716054753782)  2024-03-24T22:56Z [----] followers, [---] engagements


"$VMC impressive intersections from surface - mineralised as petalite rather than spodumene. #Lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1772040359423639602)  2024-03-24T23:18Z [---] followers, [--] engagements


"@TRAVmoneyofmine $SRX board is defeated"  
[X Link](https://x.com/ImmaYieldGuy/status/1772395151580606805)  2024-03-25T22:48Z [---] followers, [--] engagements


"$PMV plans to demerge Smiggle & Peter Alexander businesses #Retail"  
[X Link](https://x.com/ImmaYieldGuy/status/1772402694935748760)  2024-03-25T23:18Z [----] followers, [----] engagements


"Just last night Canadian company Awale resources hit an absolute insane intercept along strike of $MPK's new acquisition SP is flying #Gold $MPK acquire Ferke & Odienne projects from $TCG in shares. Turaco become cornerstone 11% shareholder. https://t.co/Zk9rRxje2J $MPK acquire Ferke & Odienne projects from $TCG in shares. Turaco become cornerstone 11% shareholder. https://t.co/Zk9rRxje2J"  
[X Link](https://x.com/ImmaYieldGuy/status/1772413742015295887)  2024-03-26T00:02Z [--] followers, [----] engagements


"$APM offer pulled - likely that management are seeking options for higher valuations"  
[X Link](https://x.com/ImmaYieldGuy/status/1772767549455053298)  2024-03-26T23:28Z [---] followers, [---] engagements


"$WMG continues to expand on what looks to be an absolutely enormous resource #Nickel"  
[X Link](https://x.com/ImmaYieldGuy/status/1773132070778179750)  2024-03-27T23:36Z [----] followers, [--] engagements


"$OSX this is crazy - up as much as 1000%+ yesterday and closing up 360% then they announce an amendment of the announcement after market.and now this today"  
[X Link](https://x.com/ImmaYieldGuy/status/1773135162349375913)  2024-03-27T23:49Z [----] followers, [---] engagements


"My personal favourite futures contract #Cocoa going ballistic lately Ghana & Ivory Coast the two of the largest producers have seen huge missed guidance numbersespecially Ghana who are expected to miss supply figures by up to 50%"  
[X Link](https://x.com/ImmaYieldGuy/status/1773225089170890922)  2024-03-28T05:46Z [--] followers, [--] engagements


"$SXG raise at ATH #Gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1774922680539750594)  2024-04-01T22:11Z [----] followers, [---] engagements


"$DTM $4m MC up 130% on $300k worth of volume in opening 20mins on no news presumably from Stockhead article few days ago. Trading paused speeding ticket incoming - crazy to see the power of advertising #Gold #Lithium #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1774943253886095702)  2024-04-01T23:33Z [----] followers, [---] engagements


"#88E I'm no oil expert but 70bpd does not sound very good - I understand it's natural flow but still #Oil #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1774945798142476491)  2024-04-01T23:43Z [---] followers, [---] engagements


"The major African #Gold producers in the past month. $WAF outperforming strongly. #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1775122598722154973)  2024-04-02T11:26Z [----] followers, [---] engagements


"*Edited post* In my #MetCoal element at the moment - each operation in Australia labelled in reference to cost curve quartiles. Winners of the larger producers: $SMR.ax Stanmore's South Walker Creek - 6.2mtpa PCI $WHC.ax Whitehaven's Maules Creek $YAL.ax Yancoal & Glencore's Hunter Valley - 11mtpa thermal & semi-soft Unlisted QCoal's Byerwen - 10mtpa hard-coking #ASX #Coal #CoalTwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1775654280974020630)  2024-04-03T22:39Z [----] followers, [----] engagements


"@respeculator 100% agree - this is all I found regarding Curragh so not sure why costs were split up by products. Either way I would encourage any serious investor to obviously follow up on their research and use the graph as a base rather than a sole source"  
[X Link](https://x.com/ImmaYieldGuy/status/1775694025707889140)  2024-04-04T01:17Z [---] followers, [---] engagements


"Some extremely contrasting sell-side research on Regis $RRL Citi - target @ $1.30 -- analyst doesn't believe McPhillamys will get the go ahead after updated CapEx guidance and declining production at Duketon and Tropicana Morgan Stanley - target @ $2.45 -- another $135m in borrowing will be needed $RRL.ax #Gold #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1775697769908551885)  2024-04-04T01:31Z [---] followers, [---] engagements


"$LIN continues to tick boxes updated MRE this month - initial resource inferred 1.2mt NdPr $LIN.ax #REE #RareEarths #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1777143549307634163)  2024-04-08T01:16Z [---] followers, [---] engagements


"$SLR Silver Lake's merger with $RED continues to baffle me Yes Red [--] have the mine life however Silver Lake is entirely leveraged to the current #Gold bull run and it will show soon in mighty FCF. I would imagine Silver Lake shareholders feel they're getting finessed with this deal - surely another suitor. $RMS $SLR.ax $RED.ax $RMS.ax #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1777198055277940774)  2024-04-08T04:53Z [----] followers, [---] engagements


"$KSN report in #Copper equivalents when almost every hit is well below 1% $KSN.ax #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1777484650279260598)  2024-04-08T23:52Z [----] followers, [---] engagements


"$WMG discovering some of the higher grades outside of implicit shell. Very up in the air times for #Nickel prices but these are the sorts of cyclical lows where the real money is made down the line. $CNC.v Canada Nickel's Crawford project is the best comparison in terms of potential resource. As attached size and grade is looking to be very similar - CNC is in development stage however are trading at AU$285m MC.28x more than WMG. MRE on the way after final assays received - looks to have huge open-pit potential. Not one for the conventionalist. $WMG.ax #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1777877934340251941)  2024-04-10T01:55Z [----] followers, [----] engagements


"Fuming I sold my $MLX at 40c - #Tin at US32k/t overnight $MLX.ax #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1778203588894048705)  2024-04-10T23:29Z [----] followers, [----] engagements


"#Aluminum surging to US$2700 $RIO.ax #S32 $AWC.ax all holding very strong in a red market"  
[X Link](https://x.com/ImmaYieldGuy/status/1779667606368371149)  2024-04-15T00:26Z [----] followers, [----] engagements


"$PDI 5% discount rate African jurisdiction risk incoming debt funding.do I need to say more $PDI.ax #Gold #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1779686147125633165)  2024-04-15T01:40Z [----] followers, [---] engagements


"$WMG starting to really catch eyes - resource continues to be consistent in size as higher grade zones are being discovered $WMG.ax #Nickel #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1780015761173467224)  2024-04-15T23:30Z [----] followers, [---] engagements


"Average day in Mali as Wagner Group are increasingly looking like a legitimate threat to Barrick's Loulo #Gold mine. Bad news for fellow #ASX operators. $RSG Resolute down 7% on the threat $LLL Leo Lithium still in suspension production is still expected this year at the 3rd largest #lithium resource in the world $RSG.ax $LLL.ax"  
[X Link](https://x.com/ImmaYieldGuy/status/1780041051581092138)  2024-04-16T01:10Z [---] followers, [----] engagements


"$WMG up 100% in the past week. Still not at fair value. Train has barely left the station $WMG.ax #Nickel $WMG discovering some of the higher grades outside of implicit shell. Very up in the air times for #Nickel prices but these are the sorts of cyclical lows where the real money is made down the line. $CNC.v Canada Nickel's Crawford project is the best comparison in terms of https://t.co/oFv17tGKlY $WMG discovering some of the higher grades outside of implicit shell. Very up in the air times for #Nickel prices but these are the sorts of cyclical lows where the real money is made down the"  
[X Link](https://x.com/ImmaYieldGuy/status/1780047825860206971)  2024-04-16T01:37Z [----] followers, [----] engagements


"@LukeyTrags Blackwater lost $2B of value in the last [--] days hahahahah"  
[X Link](https://x.com/ImmaYieldGuy/status/1782299603196682421)  2024-04-22T06:45Z [---] followers, [---] engagements


"Updated #S32 sell-side price targets: Morgan Stanley $3.35 Citi $3.80 Macquarie $3.90 UBS $3.90 Macquarie note an assumed US$200M insurance payout to GEMCO in FY27 #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1782579932524412934)  2024-04-23T01:19Z [---] followers, [---] engagements


"Don't think we're getting that September rate cut like every economist under the sun predicted #Inflation #Australia"  
[X Link](https://x.com/ImmaYieldGuy/status/1782949762968465738)  2024-04-24T01:48Z [----] followers, [---] engagements


"Glad to know I wasn't losing my mind when I was screaming $WMG a buy for months.15c was just criminal $WMG.ax #Nickel $WMG up 100% in the past week. Still not at fair value. Train has barely left the station $WMG.ax #Nickel $WMG up 100% in the past week. Still not at fair value. Train has barely left the station $WMG.ax #Nickel"  
[X Link](https://x.com/ImmaYieldGuy/status/1783038524729815318)  2024-04-24T07:41Z [----] followers, [---] engagements


"@realhagetaka @respeculator @mondyinvest In $SMR acquisition report. Also saw Aquila report similar figures in 2011"  
[X Link](https://x.com/ImmaYieldGuy/status/1783041818105675938)  2024-04-24T07:54Z [---] followers, [--] engagements


"When did Boeing turn into a tech company $BA"  
[X Link](https://x.com/ImmaYieldGuy/status/1783106126525222941)  2024-04-24T12:10Z [---] followers, [---] engagements


"WTF $BHP $AAL"  
[X Link](https://x.com/ImmaYieldGuy/status/1783250696227229956)  2024-04-24T21:44Z [---] followers, [---] engagements


"$BCB quarterly proves the difficulties and as @mondyinvest mentioned - ramping up new coal mines is HARD. Burton Complex's group FOB incl. royalties was A$242/t. Overall volume mix and realised sales prices: HCC sales = 44.1% @ A$375/t PCI sales = 22.4% @ A$236/t Thermal sales = 33.5% @ A$148/t @LukeyTrags also pointed out the 74Mt met coal shortfall in [----] Bowen are predicting. Makes you wonder why the high quality cash printing assets continue to trade at such multiples. $BCB.ax $WHC.ax $YAL.ax $SMR.ax #CoalTwitter #CoalChads"  
[X Link](https://x.com/ImmaYieldGuy/status/1784744867253616895)  2024-04-29T00:41Z [---] followers, [----] engagements


"One of my more favourite undeveloped #Copper projects $CVV $CVV.ax Was playing around with NPV matrix few weeks back and with copper continuing to rip and $BHP instilling further bullishness into the market.I thought I'd share. Feasibility Study due in Q4 so will see how CapEx shapes up but for now the high WACC reflects that potential number. Cu reflects 90% of projects total in-situ value so using just that for simplicity (Mo Au Ag by-products). Copper prices in USD but NPV converted to AUD"  
[X Link](https://x.com/ImmaYieldGuy/status/1784874520395792785)  2024-04-29T09:17Z [---] followers, [----] engagements


"@respeculator Cant argue with you at all there probably is a bit more value to be extracted from $ALK but $CVV is more of a pure (mostly) play for everyone jumping on copper now"  
[X Link](https://x.com/ImmaYieldGuy/status/1784876642440991067)  2024-04-29T09:25Z [---] followers, [---] engagements


"The Japanese Yen is getting beyond smashed right now - weakest levels against the USD in [--] yrs. Interest rates at 0% is leading to extremely cheap borrowing where that Yen is fleeing domestic markets and being exchanged internationally to be allocated toward simple 5-7% risk free rates. Authorities / regulators are bound to step in"  
[X Link](https://x.com/ImmaYieldGuy/status/1784951190083826052)  2024-04-29T14:21Z [---] followers, [---] engagements


"$IGO Nickel business: (Spot at AUD$13/lb) Nova costs up 20% but continues to outperform massively still impressive margins even at an average realised price of US$16000/t. Forrestania profitable after the implementation of a 10000t nickel hedging program. Cosmos remains in C&M costs to be 12-15m pa $IGO.ax #Nickel"  
[X Link](https://x.com/ImmaYieldGuy/status/1785097568772641239)  2024-04-30T00:03Z [---] followers, [---] engagements


"$MIN.ax $MIN looking very strong - about 7% short interest last reported.I would assume some covering of those in the past week with #IronOre $120 and Onslow imminent"  
[X Link](https://x.com/ImmaYieldGuy/status/1787335096246419921)  2024-05-06T04:14Z [---] followers, [----] engagements


"Seems like you chuck a drill rig anywhere in Brazil and you'll hit 5000ppm #REE"  
[X Link](https://x.com/ImmaYieldGuy/status/1787338654928736529)  2024-05-06T04:28Z [---] followers, [---] engagements


"@respeculator vs $CYM"  
[X Link](https://x.com/ImmaYieldGuy/status/1787340903155482751)  2024-05-06T04:37Z [----] followers, [---] engagements


"@cactus_cap I got a small parcel in the IPO but quickly flipped it 😅 I wouldve never imagined itd be trading at these levels when the drill rig has barely arrived but I do think its the best of the West Arunta nearology players"  
[X Link](https://x.com/ImmaYieldGuy/status/1787432569702908273)  2024-05-06T10:41Z [---] followers, [--] engagements


"$AAU SS for gold-copper 50/50 JV in Cuba.looks like a decent cash cow for $11m MC $AAU.ax #Gold #Copper"  
[X Link](https://x.com/ImmaYieldGuy/status/1787634621963976760)  2024-05-07T00:04Z [----] followers, [----] engagements


"@ChuckChunder007 Pinnacle of ASX dumb money - I wonder if the ground is so good how could it not be picked up through all these iron ore cycles over decades Especially in the Pilbara"  
[X Link](https://x.com/ImmaYieldGuy/status/1788809862174175267)  2024-05-10T05:54Z [---] followers, [---] engagements


"$GLN.ax $GLN (-20%) downfall highlights the flaws and incompetence by management You can make all the EV / LCE charts in the world illustrating HMWs cheapness but the cap raises of the past few months have been beyond detrimental to shareholder value #Lithium & Galan maniacs grasping at straws with this one"  
[X Link](https://x.com/ImmaYieldGuy/status/1792391445179191310)  2024-05-20T03:06Z [---] followers, [----] engagements


"Portfolio treating me real nice lately as we enter this commodity super cycle 🔥 $TLM.ax - Cobar region is heating up 24c to 38.5c $WMG.ax - visuals on 1600m deep DD EIS3 hole is imminent potentially company changing resultsrecent nickel price catalyst 18c avg to 38.5c $ILT.ax - wide silver hits highest ever reported Indium grades in Ausdrilling almost finished will also test a porphyry style mineralisation through deep DD 15c avg to 33c $TCG.ax - smashing thick gold intercepts in Ivory Coast MRE nearbylooks like a 3m+ oz deposit 16c to 22.5c $HGO.ax - commenced first copper production this"  
[X Link](https://x.com/ImmaYieldGuy/status/1792500421019472085)  2024-05-20T10:19Z [---] followers, [----] engagements


"@sentinel1221 Good man which ones"  
[X Link](https://x.com/ImmaYieldGuy/status/1792502486286340433)  2024-05-20T10:27Z [---] followers, [---] engagements


"HOLD THE PHONE IS NICKEL OFFICIALLY BACK [--] month highs New Caledonia is a shit storm atm"  
[X Link](https://x.com/ImmaYieldGuy/status/1792510780904276312)  2024-05-20T11:00Z [---] followers, [---] engagements


"$RIO.ax $RIO feeling the gas squeeze Only govt is to blame here"  
[X Link](https://x.com/ImmaYieldGuy/status/1792717721710604515)  2024-05-21T00:43Z [---] followers, [---] engagements


"The current turmoil in New Caledonia is leading to some intriguing #nickel prospects Quick run down of NC's contribution to global supply: - 3rd highest producer - 225ktpa stalled at this capacity for some time - Laterite form just like Indonesia - Costs generally US$24000/t - This is similar to major Aussie Sulphide producers but almost double the costs as Indonesia's same laterite-HPAL process - 25% of NC population make their living from nickel industry - NC energy prices have made French Govt step in with 200m euro subsidy - Glencore's KNS JV mine recently put into C&M $9B of sunk capital"  
[X Link](https://x.com/ImmaYieldGuy/status/1792736553892286763)  2024-05-21T01:57Z [---] followers, [---] engagements


"$AGC.ax $AGC is just not stopping $110m MC now but $TLM.ax $TLM only $70m 🤔 #Cobar"  
[X Link](https://x.com/ImmaYieldGuy/status/1793127839560331616)  2024-05-22T03:52Z [---] followers, [----] engagements


"Eyes on $BHP tonight - binding bid must be submitted for $AAL by 4pm GMT to avoid [--] month walkaway period. Anglo may have fought this one off. 1am AEST / 11pm AWST"  
[X Link](https://x.com/ImmaYieldGuy/status/1793131712874258916)  2024-05-22T04:08Z [---] followers, [---] engagements


"The energy cycle has done a [---] #coaltwitter 🚀"  
[X Link](https://x.com/ImmaYieldGuy/status/1793414416941425086)  2024-05-22T22:51Z [---] followers, [----] engagements


"$PLY.ax $PLY impressive guidance upgrade for ASX's gaming leader"  
[X Link](https://x.com/ImmaYieldGuy/status/1795234632675307787)  2024-05-27T23:24Z [----] followers, [---] engagements


"$AGC.ax $AGC cashing in"  
[X Link](https://x.com/ImmaYieldGuy/status/1795236116448379213)  2024-05-27T23:30Z [---] followers, [----] engagements


"$AGC 10m already in the bank.no rush for a CR - more likely than not further assays are shite $AGC.ax $AGC cashing in https://t.co/SpEm7oks49 $AGC.ax $AGC cashing in https://t.co/SpEm7oks49"  
[X Link](https://x.com/ImmaYieldGuy/status/1795241322770788625)  2024-05-27T23:50Z [---] followers, [----] engagements


"@respeculator I wholeheartedly agree with this thesis for anyone who has a run like this.but isn't it all possible that they've seen the next batch come in already It's more of a grey area when holes are still pending"  
[X Link](https://x.com/ImmaYieldGuy/status/1795242786515787953)  2024-05-27T23:56Z [---] followers, [---] engagements


"$ILT.ax my favourite silver (and Zinc) explorer atm + record Indium grades catalyst. Drill program in North QLD would be almost complete as of today - assays starting to come in [--] weeks. ⚡Most commodity futures open up in #China on Tuesday. Shanghai #Silver jumps 4.7% and #gold is now up 0.6%. #Tin +3% #nickel +2.25% #copper +1.6% #aluminum +1% and #zinc +0.9%. INE crude oil +1.2%. #IronOre rises 1.1% and #steel rebars are up 0.7%. https://t.co/i4oBzD9y5J ⚡Most commodity futures open up in #China on Tuesday. Shanghai #Silver jumps 4.7% and #gold is now up 0.6%. #Tin +3% #nickel +2.25% #copper"  
[X Link](https://x.com/ImmaYieldGuy/status/1795274817652084947)  2024-05-28T02:04Z [---] followers, [---] engagements


"$WMG.ax $WMG 1700m deep DD visuals Confirms extremely large #nickel sulphide system some spot pXRF readings within deeper complex producing insane Ni grades.upwards of 57%. Important to note this hole didn't even hit the main anomaly at the bottom of the keel - one can imagine what that will look like. Less than a $30m MC still worth a punt"  
[X Link](https://x.com/ImmaYieldGuy/status/1795640193044902394)  2024-05-29T02:15Z [----] followers, [---] engagements


"$CRM Salesforce over US$50B MC wiped The #AI threat and competition is real for the industry forcing management to aggressively invest into their own gen AI products which are now indicating no profitability in the near term"  
[X Link](https://x.com/ImmaYieldGuy/status/1796343795048698030)  2024-05-31T00:51Z [---] followers, [---] engagements


"I swear this is the 25th time in a row #WA1 gets slapped the day of assays released"  
[X Link](https://x.com/ImmaYieldGuy/status/1797432897349272015)  2024-06-03T00:59Z [---] followers, [---] engagements


"@sentinel1221 Of course MRE and met work just funny to see the price action especially when history shows it takes off in the days after"  
[X Link](https://x.com/ImmaYieldGuy/status/1797459416608014571)  2024-06-03T02:44Z [---] followers, [---] engagements


"One last burrito before IPO and I short the shit out of it $GYG $GYG.ax"  
[X Link](https://x.com/ImmaYieldGuy/status/1797477880823505191)  2024-06-03T03:58Z [---] followers, [----] engagements


"@realhagetaka @zhanginu Yeah but how often does it really get used for thermal use Its very small % is it not"  
[X Link](https://x.com/ImmaYieldGuy/status/1797898455853224219)  2024-06-04T07:49Z [---] followers, [---] engagements


"$WMG.ax s Mulga Tank looks to be a cut out copy of $CNC.v s Crawford multi-billion tonne low grade nickel sulphide project which trades at 10x of $WMG. MRE & Met work expected in next few months - Im no met expert but the geology at Mulga seems much more simple than peers. Consistent pentlandite no oxidation like what we saw in Chalices SS ⚡DRILL ALERT⚡ 431.10m @ 0.26% Ni 0.01% Co 5.25% Fe 0.28% Cr (AuEq: [----] g/t) Canada Nickel Company Inc. $CNC.V Project: Deloro - Canada (Ontario) Price: $1.40 Mcap: $253.6m From depth: 9.9m Download DrillAlert in the App stores ⚡DRILL ALERT⚡ 431.10m @ 0.26%"  
[X Link](https://x.com/ImmaYieldGuy/status/1797955110997549197)  2024-06-04T11:34Z [---] followers, [---] engagements


"$LTP.ax $LTP huge results I had this at a 27c avg after the retrace the week after IPO and begrudgingly sold. Back in now - effect and speed confirmed"  
[X Link](https://x.com/ImmaYieldGuy/status/1798899423369699783)  2024-06-07T02:06Z [---] followers, [---] engagements


"$SMR.ax breakout looks the goods #PCI #HCC #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1798927377411846512)  2024-06-07T03:58Z [---] followers, [---] engagements


"#RR1 requesting a trading halt after market close Friday before a long weekend needing a week to comprehend assays from rock chip samples has to be a joke"  
[X Link](https://x.com/ImmaYieldGuy/status/1799280918152315086)  2024-06-08T03:22Z [---] followers, [---] engagements


"$SUM.ax Today's announcement has proven the great divide among market participants within the junior exploration space. On one side you have those questioning the validity of the rock chips and the order they will be submitted in and of course how it may not reflect anything underneath the surface. We know rock chip samples are handpicked to showcase nothing but the very best and are heavily skewed but either way these results are ridiculously good - #niobium is all the rave and those #tantalum grades are insane. Being skeptical within this market is a must but on so many occasions money is"  
[X Link](https://x.com/ImmaYieldGuy/status/1800344510502928413)  2024-06-11T01:49Z [---] followers, [----] engagements


"This is bloody weird $SXG.ax What.first demerge and then re-merge again Brokers are happy https://t.co/qjVwhSGqwM What.first demerge and then re-merge again Brokers are happy https://t.co/qjVwhSGqwM"  
[X Link](https://x.com/ImmaYieldGuy/status/1800368775382102502)  2024-06-11T03:25Z [---] followers, [---] engagements


"Market darlings #WA1 and $JMS re-tracing $TUA $NXT $GQG upward trends looking good $JHX and $MIN is fantastic long-term buying"  
[X Link](https://x.com/ImmaYieldGuy/status/1801110513612357857)  2024-06-13T04:33Z [----] followers, [----] engagements


"Interesting lack of price action day on $LNW after buyback program announced"  
[X Link](https://x.com/ImmaYieldGuy/status/1801505887980556787)  2024-06-14T06:44Z [----] followers, [---] engagements


"$BOT $BOT.ax TH FDA approval would blow this up"  
[X Link](https://x.com/ImmaYieldGuy/status/1803222052687753336)  2024-06-19T00:23Z [---] followers, [---] engagements


"$BOT $BOT.ax absolutely huge"  
[X Link](https://x.com/ImmaYieldGuy/status/1803565948391366752)  2024-06-19T23:10Z [----] followers, [----] engagements


"ACCC step in on the $NAM.ax acquisition. Concerns grow as the cotton industry may lead to monopolistic conditions - Olam would operate 4/5 cotton gins in the Valley reducing competition from three to two suppliers"  
[X Link](https://x.com/ImmaYieldGuy/status/1803572022460731600)  2024-06-19T23:34Z [---] followers, [---] engagements


"$GYG $GYG.ax very quick multiples look @ $30 using FY24 forecasts in prospectus. Nothing really we don't already know - enormous growth story being priced in"  
[X Link](https://x.com/ImmaYieldGuy/status/1803682146600857691)  2024-06-20T06:51Z [----] followers, [----] engagements


"@respeculator $AGL"  
[X Link](https://x.com/ImmaYieldGuy/status/1803939740686913656)  2024-06-20T23:55Z [---] followers, [---] engagements


"@TrentBuckle @respeculator I like $APA too feels pretty under the radar. Defensive and great divvy. Someone has to store and transport all this gas"  
[X Link](https://x.com/ImmaYieldGuy/status/1803941415141150871)  2024-06-21T00:02Z [---] followers, [---] engagements


"@_Pancaku_ Honestly I havent kept up to date in the big gas names for a while so Ive got my own DD to doand is why Im happy for debate. Would assume BPT is the safest play regardless"  
[X Link](https://x.com/ImmaYieldGuy/status/1805163670500217301)  2024-06-24T08:58Z [---] followers, [---] engagements


"$JHX $JHX.ax here we go Market darlings #WA1 and $JMS re-tracing $TUA $NXT $GQG upward trends looking good $JHX and $MIN is fantastic long-term buying Market darlings #WA1 and $JMS re-tracing $TUA $NXT $GQG upward trends looking good $JHX and $MIN is fantastic long-term buying"  
[X Link](https://x.com/ImmaYieldGuy/status/1805471273537126783)  2024-06-25T05:21Z [----] followers, [----] engagements


"@JamesMo86676773 I dont think the volume difference between a dual listing and major index entrance is comparable. Not only ETFs but the non-ESG Aussie superfunds would munch this"  
[X Link](https://x.com/ImmaYieldGuy/status/1806592830124724315)  2024-06-28T07:37Z [---] followers, [---] engagements


"HOW BOUT DEM BOYZ #bulldogs #nrl"  
[X Link](https://x.com/ImmaYieldGuy/status/1806661269010743297)  2024-06-28T12:09Z [---] followers, [---] engagements


"$WMG $WMG.ax is a literal call option on the nickel price going forward - Delta and Sigma nerds would fein on this"  
[X Link](https://x.com/ImmaYieldGuy/status/1807575114369962229)  2024-07-01T00:41Z [----] followers, [---] engagements


"$IDA $IDA.ax have the Tanzanians finally given in and want there planes back"  
[X Link](https://x.com/ImmaYieldGuy/status/1807926414223839244)  2024-07-01T23:57Z [----] followers, [---] engagements


"Never heard of $WTM $WTM.ax until this morning when I read their assays. Thought they were cracking - surprised of the little price action after the open but have since returned to my screen to see them 100%"  
[X Link](https://x.com/ImmaYieldGuy/status/1808373270133280932)  2024-07-03T05:32Z [----] followers, [----] engagements


"Tens of billions $$ later invested into green energy and Australia's carbon intensity is still on par with emerging market India and shitshow South Africa.yet nuclear is too expensive Coal is good we'll burning it for another 15yrs to guarantee reliable baseload power during this transition. The more this nuclear conversation is prolonged the more coal we use whether people like it or not. Sometimes the sun don't shine and the wind don't blow. Bullish coal. #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1808383108955398192)  2024-07-03T06:11Z [---] followers, [---] engagements


"Mainstream media starting to catch on lol #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1809588073350721726)  2024-07-06T13:59Z [----] followers, [----] engagements


"$BA not enough lol"  
[X Link](https://x.com/ImmaYieldGuy/status/1810173687670419785)  2024-07-08T04:46Z [---] followers, [---] engagements


"$JHX $JHX.ax rallying on US cooling CPI Coal stonks consolidating healthily $KAR $KAR.ax on for a breakout $PRU $PRU.ax tearing"  
[X Link](https://x.com/ImmaYieldGuy/status/1811590090097152409)  2024-07-12T02:35Z [----] followers, [----] engagements


"$CTT $CTT.ax crazy price action 25% intraday swing"  
[X Link](https://x.com/ImmaYieldGuy/status/1811655158331507192)  2024-07-12T06:53Z [----] followers, [---] engagements


"@minenergybiz @TheOregonGroup Not a single ASX listing says so much"  
[X Link](https://x.com/ImmaYieldGuy/status/1811665954600055293)  2024-07-12T07:36Z [----] followers, [---] engagements


"@respeculator $AGL $AGL.ax"  
[X Link](https://x.com/ImmaYieldGuy/status/1812037203218038883)  2024-07-13T08:11Z [---] followers, [---] engagements


"$ABB $ABB.ax anything around this $3 is a buy. 850m EV @ $3/sh.FY25 guidance incl. Buddy Telco impact suggests a forward looking EV/EBITDA of 6.5x (historically 10-11x since profitable). Buddy Telco NBN plans are priced at some of the cheapest in market now.essentially matching $SLC $SLC.ax and blowing them out of the park on 600/40 plan. Main concern is pricing out their own ABB product"  
[X Link](https://x.com/ImmaYieldGuy/status/1812685923269935350)  2024-07-15T03:09Z [----] followers, [---] engagements


"About half of Aus GDP there $BHP $BHP.ax"  
[X Link](https://x.com/ImmaYieldGuy/status/1813360988554674590)  2024-07-16T23:52Z [---] followers, [---] engagements


"$JHX $JHX.ax not in doubt - great exposure to US rate cut bets $JHX $JHX.ax here we go $JHX $JHX.ax here we go"  
[X Link](https://x.com/ImmaYieldGuy/status/1813367298557956500)  2024-07-17T00:17Z [----] followers, [---] engagements


"On the $WHC $WHC.ax teleconference sounds like BW selldown is in pretty advanced stages - "expect something in the next month or two" #coaltwitter Fking seamless transition $WHC $WHC.ax #coaltwitter https://t.co/PJ7yBQsa8Y Fking seamless transition $WHC $WHC.ax #coaltwitter https://t.co/PJ7yBQsa8Y"  
[X Link](https://x.com/ImmaYieldGuy/status/1814099083864465420)  2024-07-19T00:45Z [----] followers, [----] engagements


"Important to note that the lower BW&D realised prices reported were due to this 55/45 met mix. Sales book since acquisition has been skewed toward inferior cheaper product. Paul reiterating production mix in QLD is still 65-70 / 35-30 with high quality stockpiles. $WHC $WHC.ax Fking seamless transition $WHC $WHC.ax #coaltwitter https://t.co/PJ7yBQsa8Y Fking seamless transition $WHC $WHC.ax #coaltwitter https://t.co/PJ7yBQsa8Y"  
[X Link](https://x.com/ImmaYieldGuy/status/1814103199743459584)  2024-07-19T01:01Z [----] followers, [----] engagements


"Another rate hike coming lol"  
[X Link](https://x.com/ImmaYieldGuy/status/1814114231257850079)  2024-07-19T01:45Z [---] followers, [---] engagements


"$WBD $WBD.ml nice bottom found Extremely left field this one; Found an Italian construction & engineering firm valued at a 1.8B MktCap 1.5B EV. Did almost 10B in revenue FY'23 (0.15x EV/Rev) while currently having a 64B total backlog. 3.3x EV/EBITDA NTM 25% gross profit margins De-levering 3.2x https://t.co/882jFN2kyU Extremely left field this one; Found an Italian construction & engineering firm valued at a 1.8B MktCap 1.5B EV. Did almost 10B in revenue FY'23 (0.15x EV/Rev) while currently having a 64B total backlog. 3.3x EV/EBITDA NTM 25% gross profit margins De-levering 3.2x"  
[X Link](https://x.com/ImmaYieldGuy/status/1814116684225192178)  2024-07-19T01:54Z [---] followers, [---] engagements


"$WHC $WHC.ax can see the significance in Q4 production beats across the board especially in the seamless BW transition against consensus. Achieved prices the outlier due to lower HCC/SSCC split which will be realised in next q as previously discussed #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1815168056022487075)  2024-07-21T23:32Z [----] followers, [----] engagements


"@whirlybard Yes but not entirely; production still surprised to the upside and the negatives such as realised pricing will carry through positively to the next quarter either way. Almost like the BW sell-down is a catalyst that is being under appreciated at this point"  
[X Link](https://x.com/ImmaYieldGuy/status/1815925302729793551)  2024-07-24T01:41Z [---] followers, [---] engagements


"$KAR $KAR.ax ABOUT TIME"  
[X Link](https://x.com/ImmaYieldGuy/status/1816262715222175838)  2024-07-25T00:02Z [----] followers, [----] engagements


"$BGL $BGL.ax CR @ $1.55 yikes"  
[X Link](https://x.com/ImmaYieldGuy/status/1816270412344639591)  2024-07-25T00:33Z [----] followers, [---] engagements


"@A_Phosita Morgan Stanley"  
[X Link](https://x.com/ImmaYieldGuy/status/1816611625694277874)  2024-07-25T23:08Z [---] followers, [--] engagements


"$IDA $IDA.ax Tanzania finally crumble"  
[X Link](https://x.com/ImmaYieldGuy/status/1817705140511801443)  2024-07-28T23:34Z [----] followers, [---] engagements


"Picked up some Alfabs $AAL $AAL.ax here at recent 25c IPO price. By far my favourite mining services co in the industry - was a very under the radar listing that no one is talking about. Providing the standard equipment hire and consumables to specifically underground coal mines.including a dominant market share for their 'Bat Bags' (stone dust collects dust particles). Group's margins are a standout to peers 20% EBITDA 6.5% net. On the lesser levered side (D/E of 0.4). 3.5x EV/EBITDA. Family owned led business didn't sell a single share in IPO (hold 53%). Almost 60% of register still in"  
[X Link](https://x.com/ImmaYieldGuy/status/1818099071703474290)  2024-07-30T01:39Z [---] followers, [----] engagements


"@LukeyTrags @sr71blackbirds Literally [---] comments and [--] coal mentions"  
[X Link](https://x.com/ImmaYieldGuy/status/1818582927799919099)  2024-07-31T09:42Z [---] followers, [---] engagements


"@Dream_S14 $KAP beat on guidance and will ramp up.nothing new in cyclical U land"  
[X Link](https://x.com/ImmaYieldGuy/status/1819233649960931631)  2024-08-02T04:47Z [---] followers, [--] engagements


"@Dream_S14 It could very well get there but those prices sustaining over a long period is the big if in question. Commodities = Cyclicality. 120/lb would incentive every undeveloped project in the world + exploration and the likes of $KAP will ramp up to the balls"  
[X Link](https://x.com/ImmaYieldGuy/status/1819237801029956066)  2024-08-02T05:04Z [---] followers, [--] engagements


"Going long $SLC $SLC.ax here. Been tossing up between them and $ABB $ABB.ax for weeks now - ultimately I think the upside of customers Superloop can continue to add and may see in upgraded guidance slightly outweighs the value I can see ABB at current levels. I quite like ABB's new Buddy brand unlike many others it has provided them the growth story they really needed to address as their 'premium product' seemingly slows in growth rate - definitely will eat into the margins from clients moving from ABB product to Buddy but to what extent is the question. Either way the 75% market share held"  
[X Link](https://x.com/ImmaYieldGuy/status/1819254524730839491)  2024-08-02T06:10Z [----] followers, [----] engagements


"$STK $STK.ax fair fkn enough"  
[X Link](https://x.com/ImmaYieldGuy/status/1820234046078882302)  2024-08-04T23:03Z [----] followers, [---] engagements


"$VIX COVID-highs ❗❗❗"  
[X Link](https://x.com/ImmaYieldGuy/status/1820415288145588533)  2024-08-05T11:03Z [---] followers, [---] engagements


"This is getting crazy"  
[X Link](https://x.com/ImmaYieldGuy/status/1820433513973486002)  2024-08-05T12:15Z [---] followers, [---] engagements


"FEED ME TOYOTA $TM #7203"  
[X Link](https://x.com/ImmaYieldGuy/status/1820625487053615237)  2024-08-06T00:58Z [---] followers, [---] engagements


"**RBA seriously considers rate hike** **RBA says cuts unlikely in 2024** Market: Rally"  
[X Link](https://x.com/ImmaYieldGuy/status/1820703525472702477)  2024-08-06T06:08Z [---] followers, [---] engagements


"$AGL $AGL.ax looking to break out of [-----] range. One of my favourite picks coming into earnings season.reporting Wednesday"  
[X Link](https://x.com/ImmaYieldGuy/status/1821712072734077049)  2024-08-09T00:56Z [----] followers, [----] engagements


"$NWS $NWS.ax in all seriousness who tf is gonna take Foxtel off their hands"  
[X Link](https://x.com/ImmaYieldGuy/status/1821721437838963095)  2024-08-09T01:33Z [----] followers, [---] engagements


"$AGL $AGL.ax lovely beat on beat $AGL $AGL.ax looking to break out of [-----] range. One of my favourite picks coming into earnings season.reporting Wednesday $AGL $AGL.ax looking to break out of [-----] range. One of my favourite picks coming into earnings season.reporting Wednesday"  
[X Link](https://x.com/ImmaYieldGuy/status/1823510509637001293)  2024-08-14T00:02Z [----] followers, [----] engagements


"@agcmoneyofmine This is weird - not a big fan of $PDI since they used a 5% discount rate in Guinea"  
[X Link](https://x.com/ImmaYieldGuy/status/1823625047598358578)  2024-08-14T07:37Z [----] followers, [---] engagements


"@hsiuchinchen095 @agcmoneyofmine Africa Guinea my friend"  
[X Link](https://x.com/ImmaYieldGuy/status/1823631207730700464)  2024-08-14T08:02Z [----] followers, [--] engagements


"@ShitValueFund @Pete__Panda This"  
[X Link](https://x.com/ImmaYieldGuy/status/1823644421814149328)  2024-08-14T08:54Z [----] followers, [---] engagements


"This was not on my M&A bingo card 🤨 Implied 20c/sh for $LRS $LRS.ax shareholders who are probably filthy at the timing of this. $PLS $PLS.ax #lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1823861708471116095)  2024-08-14T23:18Z [----] followers, [----] engagements


"Cheers #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1824308014654034191)  2024-08-16T04:51Z [----] followers, [---] engagements


"Kamala doing everything she can for my bag 🙏🏻 $RSG $RSG.ax #gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1824574213535228034)  2024-08-16T22:29Z [----] followers, [---] engagements


"@SmallCaps_asx Capital gain yield will come after"  
[X Link](https://x.com/ImmaYieldGuy/status/1825740362432102489)  2024-08-20T03:43Z [----] followers, [---] engagements


"@SmallCaps_asx @respeculator $AUC"  
[X Link](https://x.com/ImmaYieldGuy/status/1825769658471035126)  2024-08-20T05:39Z [----] followers, [---] engagements


"@shanejmc0 Yeah theyre probably favourites just due to sheer size and balance sheet but going on a buying spree in Aus [--] weeks after revoking original plans would be weird but also wouldnt surprise meare Tecks assets not enough"  
[X Link](https://x.com/ImmaYieldGuy/status/1825852262872158497)  2024-08-20T11:07Z [----] followers, [---] engagements


"$AAL $AAL.ax Don't mind this update at all Picked up some Alfabs $AAL $AAL.ax here at recent 25c IPO price. By far my favourite mining services co in the industry - was a very under the radar listing that no one is talking about. Providing the standard equipment hire and consumables to specifically underground coal Picked up some Alfabs $AAL $AAL.ax here at recent 25c IPO price. By far my favourite mining services co in the industry - was a very under the radar listing that no one is talking about. Providing the standard equipment hire and consumables to specifically underground coal"  
[X Link](https://x.com/ImmaYieldGuy/status/1828016805677613486)  2024-08-26T10:29Z [----] followers, [----] engagements


"$PRU $PRU.ax with the $100m buyback #gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1828575625378177134)  2024-08-27T23:29Z [----] followers, [----] engagements


"Jeez Pepper your crazy $SPR $SPR.ax #gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1828577981964656751)  2024-08-27T23:38Z [----] followers, [----] engagements


"Fuck sake $MIN $MIN.ax reporting at 7:30pm - cant wait for the call tomorrow Chris"  
[X Link](https://x.com/ImmaYieldGuy/status/1828746785109717083)  2024-08-28T10:49Z [----] followers, [----] engagements


"$MIN $MIN.ax"  
[X Link](https://x.com/ImmaYieldGuy/status/1828751105909727417)  2024-08-28T11:06Z [----] followers, [---] engagements


"$MIN $MIN.ax new favourite 'waterfall' chart splitting EBITDA YoY changes into two sections "Controllable" & "External" 😆"  
[X Link](https://x.com/ImmaYieldGuy/status/1828753030034117097)  2024-08-28T11:14Z [----] followers, [----] engagements


"#S32 rough idea on how segment contributions will look ahead post-divestment of Illawara Met. All inA$800m FY25 CapEx figure on Hermosa"  
[X Link](https://x.com/ImmaYieldGuy/status/1828947314993705153)  2024-08-29T00:06Z [----] followers, [---] engagements


"$MIN $MIN.ax COMPLETELY HALVED IN JUST OVER [--] MONTHS. $80 - $40/sh Over 15B MktCap to less than 8B"  
[X Link](https://x.com/ImmaYieldGuy/status/1828948065056969106)  2024-08-29T00:09Z [----] followers, [----] engagements


"Bearish alcoholics $WOW $EDV"  
[X Link](https://x.com/ImmaYieldGuy/status/1829485101635555537)  2024-08-30T11:43Z [----] followers, [---] engagements


"$TCG $TCG.ax anyone joined me here #gold $TCG absolute cracking results - looks to be a multi million oz deposit $TCG.ax #Gold #ASX https://t.co/AEsRPaEZ08 $TCG absolute cracking results - looks to be a multi million oz deposit $TCG.ax #Gold #ASX https://t.co/AEsRPaEZ08"  
[X Link](https://x.com/ImmaYieldGuy/status/1830409432125350250)  2024-09-02T00:56Z [----] followers, [----] engagements


"$MIN $MIN.ax"  
[X Link](https://x.com/ImmaYieldGuy/status/1830455759487799566)  2024-09-02T04:00Z [----] followers, [----] engagements


"$MEK $MEK.ax this seems a pretty good deal for Auramet #gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1830775262025490447)  2024-09-03T01:10Z [----] followers, [----] engagements


"$CTT $CTT.ax explains the action"  
[X Link](https://x.com/ImmaYieldGuy/status/1831109421231210793)  2024-09-03T23:18Z [----] followers, [---] engagements


"$RSG $RSG.ax bit of a surprise this.but M&A "pursue inorganic growth opportunities" #gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1831111425416450452)  2024-09-03T23:25Z [----] followers, [---] engagements


"$GED $GED.ax"  
[X Link](https://x.com/ImmaYieldGuy/status/1831112023318602231)  2024-09-03T23:28Z [----] followers, [---] engagements


"#IronOre at the open $BHP $RIO $FMG $MIN $CIA"  
[X Link](https://x.com/ImmaYieldGuy/status/1831122155674759350)  2024-09-04T00:08Z [----] followers, [----] engagements


"@_Pancaku_ Tier [--] project ❌ Tier [--] management ✅"  
[X Link](https://x.com/ImmaYieldGuy/status/1831283118101377497)  2024-09-04T10:48Z [----] followers, [---] engagements


"@_Pancaku_ Love Mali"  
[X Link](https://x.com/ImmaYieldGuy/status/1831285466479604056)  2024-09-04T10:57Z [----] followers, [---] engagements


"These levels will start to put a dent into the coking coal cost curve #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1831842592214204425)  2024-09-05T23:51Z [----] followers, [----] engagements


"The #lithium supply out of Zimbabwe actually seems to be higher cost than what I wouldve thought. Looks like US$750 spod has 1Mt operating here at a loss"  
[X Link](https://x.com/ImmaYieldGuy/status/1832268545805447615)  2024-09-07T04:03Z [----] followers, [----] engagements


"$YAL $YAL.ax the index is indexing"  
[X Link](https://x.com/ImmaYieldGuy/status/1832950993665102185)  2024-09-09T01:15Z [----] followers, [----] engagements


"$PDN $PDN.ax $FCU $FCU.v BY A WHISKER #Uranium"  
[X Link](https://x.com/ImmaYieldGuy/status/1833314255464218763)  2024-09-10T01:19Z [----] followers, [----] engagements


"$BCB $BCB.ax here we go. #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1833322773017759885)  2024-09-10T01:53Z [----] followers, [----] engagements


"$BCB $BCB.ax think they have bigger problems than this. #coaltwitter $BCB $BCB.ax here we go. #coaltwitter $BCB $BCB.ax here we go. #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1833336437170971123)  2024-09-10T02:47Z [----] followers, [----] engagements


"wtf happening in #lithium land"  
[X Link](https://x.com/ImmaYieldGuy/status/1833665720661795097)  2024-09-11T00:35Z [----] followers, [----] engagements


"Reminder that Uzbekistan's state owned Muruntau #gold mine will be producing near 3Moz this year at $700/oz AISC.a measly $1800/oz margin and US$5.4B net cash for the year"  
[X Link](https://x.com/ImmaYieldGuy/status/1833723641416368337)  2024-09-11T04:25Z [----] followers, [----] engagements


"@_Pancaku_ I believe around 70Moz in reserves left.after almost 60yrs of mining. Geological freak"  
[X Link](https://x.com/ImmaYieldGuy/status/1833736125501833661)  2024-09-11T05:15Z [----] followers, [---] engagements


"@hsiuchinchen095 Love $RSG"  
[X Link](https://x.com/ImmaYieldGuy/status/1834102922625355995)  2024-09-12T05:33Z [----] followers, [---] engagements


"$RSG $RSG.ax 😘😘 #gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1834422332808724595)  2024-09-13T02:42Z [----] followers, [----] engagements


"@GardnerRhod Yep maybe biting off more than they can chew Either way can't possibly be bidding for all assets the big dogs may win this one purely out of selling simplicity for $AAL. Don't see $NHC stretching themselves too far and overpaying"  
[X Link](https://x.com/ImmaYieldGuy/status/1835931039874895995)  2024-09-17T06:37Z [----] followers, [---] engagements


"$BCB $BCB.ax deal terms: Pros: - Deferred payments immediate financial flexibility - Tiered IR structure incentive to reduce debt Cons: - MASS dilution incoming ($25m @ $35m MC) - $NHC can exercise a further 100M warrants - Sep/Oct [----] seems to be the real deadline.if debt isn't reduced by $20m the rates will start to become strenuous to say the least - Taurus royalty increased to 1% A crucial 12mths looking forward company game changer or ticking time bomb #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1836574028179607667)  2024-09-19T01:12Z [----] followers, [----] engagements


"@zhanginu I'm praying for this 🙏 special divvy incoming"  
[X Link](https://x.com/ImmaYieldGuy/status/1836615850096501238)  2024-09-19T03:58Z [----] followers, [----] engagements


"Seeing $YAL.AX index rebalancing Over to you FIRB do your thing 🙏 #coaltwitter"  
[X Link](https://x.com/ImmaYieldGuy/status/1837021445505044699)  2024-09-20T06:50Z [----] followers, [----] engagements


"@k311126 @hsiuchinchen095 They already are out"  
[X Link](https://x.com/ImmaYieldGuy/status/1837029525768785972)  2024-09-20T07:22Z [----] followers, [--] engagements


"@hsiuchinchen095 The stock is not cheap but doesnt mean its not a buy. Monopolies on the ASX tend to only go one way and thats up (ie. $CAR $XRO $WTC)"  
[X Link](https://x.com/ImmaYieldGuy/status/1838086992883572900)  2024-09-23T05:24Z [----] followers, [---] engagements


"Pretty unresponsive price action from $RSG.AX in the past few days compared to peers.fully unhedged am I missing something #Gold #Gold futures ALREADY nearing $2700 #Gold futures ALREADY nearing $2700"  
[X Link](https://x.com/ImmaYieldGuy/status/1838765158300365181)  2024-09-25T02:19Z [----] followers, [----] engagements


"@tradedollarnut Ripple down effect.if this stim is of significance demand will carry over into seaborne"  
[X Link](https://x.com/ImmaYieldGuy/status/1838771109807951980)  2024-09-25T02:42Z [----] followers, [---] engagements


"At what point is $LNW a buy.if not already"  
[X Link](https://x.com/ImmaYieldGuy/status/1838797911720890826)  2024-09-25T04:29Z [----] followers, [----] engagements


"@hsiuchinchen095 Holding till a financial collapse"  
[X Link](https://x.com/ImmaYieldGuy/status/1839204631857213932)  2024-09-26T07:25Z [----] followers, [--] engagements


"@mondyinvest Imagine having one job and being so shit at it"  
[X Link](https://x.com/ImmaYieldGuy/status/1839462300597797031)  2024-09-27T00:29Z [----] followers, [---] engagements


"Much love to you all for the 1K - started posting in February this year to humor myself but now I find myself sucked into the official #fintwit and #mintwit communities 🫶"  
[X Link](https://x.com/ImmaYieldGuy/status/1840965873978523703)  2024-10-01T04:04Z [----] followers, [----] engagements


"Any oil bros wanna tell me why upside doesn't significantly outweigh downside here at 70/bbl"  
[X Link](https://x.com/ImmaYieldGuy/status/1841295170580689321)  2024-10-02T01:52Z [----] followers, [----] engagements


"$RIO $LTM #lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1843057492005429353)  2024-10-06T22:35Z [----] followers, [---] engagements


"All things Rio-Arcadium potential deal $RIO $ALTM $LTM $LTM.AX #Lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1843457175504699675)  2024-10-08T01:03Z [----] followers, [----] engagements


"Official. $RIO $ALTM $LTM #Lithium"  
[X Link](https://x.com/ImmaYieldGuy/status/1843890972767465890)  2024-10-09T05:47Z [----] followers, [----] engagements


"Not a bad deal for $RIO acquiring a fully vertically integrated business at cyclical lows @ 7x EV/EBITDA of 28F $ALTM $LTM #Lithium All things Rio-Arcadium potential deal $RIO $ALTM $LTM $LTM.AX #Lithium https://t.co/o8pTnkxiYl All things Rio-Arcadium potential deal $RIO $ALTM $LTM $LTM.AX #Lithium https://t.co/o8pTnkxiYl"  
[X Link](https://x.com/ImmaYieldGuy/status/1843897582910878028)  2024-10-09T06:13Z [----] followers, [----] engagements


"@GeoffWilsonWAM @LukeyTrags @hsiuchinchen095 WAM going substantial on $YAL 👀"  
[X Link](https://x.com/ImmaYieldGuy/status/1845064132556468733)  2024-10-12T11:29Z [----] followers, [---] engagements


"$RSG $RSG.AX takeoff #gold"  
[X Link](https://x.com/ImmaYieldGuy/status/1845978425091412117)  2024-10-15T00:02Z [----] followers, [----] engagements


"@SammyBDubya Where the real shithousery goes down"  
[X Link](https://x.com/ImmaYieldGuy/status/1846340785433989572)  2024-10-16T00:02Z [----] followers, [--] engagements


"Go you f***en beauty $MTM Not much of a micro-cap investor but have happily participated in this $MTM placement.FJH technology has immense potential with real scale and commercial opportunity. Worth a real punt considering the capability of material market disruption and super encouraging when comparing https://t.co/AiKC0zxpwW Not much of a micro-cap investor but have happily participated in this $MTM placement.FJH technology has immense potential with real scale and commercial opportunity. Worth a real punt considering the capability of material market disruption and super encouraging when"  
[X Link](https://x.com/ImmaYieldGuy/status/1846388393137393668)  2024-10-16T03:11Z [----] followers, [----] engagements


"Huge beat on employment change 64k change compared to 25k consensus. Interest rates aren't coming down anytime soon. #ASX"  
[X Link](https://x.com/ImmaYieldGuy/status/1846711879835832753)  2024-10-17T00:36Z [----] followers, [----] engagements


"$RSG $RSG.AX $1 awaiting @ShitValueFund By Christmas @ShitValueFund By Christmas"  
[X Link](https://x.com/ImmaYieldGuy/status/1848152319990591543)  2024-10-21T00:00Z [----] followers, [----] engagements


"$CHN $CHN.AX very sneakily up 80% in past [--] weeks"  
[X Link](https://x.com/ImmaYieldGuy/status/1848153619402719456)  2024-10-21T00:05Z [----] followers, [---] engagements


"Creeping as it does 🤩 #GOLD"  
[X Link](https://x.com/ImmaYieldGuy/status/1848338212152074733)  2024-10-21T12:19Z [----] followers, [---] engagements


"Quick commentary from Morgan Stanley on #AD8"  
[X Link](https://x.com/ImmaYieldGuy/status/1848528526376636882)  2024-10-22T00:55Z [----] followers, [----] engagements


"$MIN $MIN.AX Definitely no balance sheet distress"  
[X Link](https://x.com/ImmaYieldGuy/status/1851750485025525784)  2024-10-30T22:18Z [----] followers, [----] engagements


"@JV19804 I'm struggling to find anything"  
[X Link](https://x.com/ImmaYieldGuy/status/1851772783258407040)  2024-10-30T23:46Z [----] followers, [---] engagements


"Barrenjoey and Citi both out with big downgrades today on $AGL $AGL.AX but I'm struggling to make sense with the reasoning. AGL's contract with $BTU's Wilpinjong mine ends in [----] and will have material impact on earnings since they've been securing supply for US$30/t since 2006.but this coming to an end of a favorable deal isn't news and would clearly already be priced in"  
[X Link](https://x.com/ImmaYieldGuy/status/1851783687513477394)  2024-10-31T00:30Z [----] followers, 11.7K engagements


"Whole lot of cap raises today"  
[X Link](https://x.com/ImmaYieldGuy/status/1852127895453352036)  2024-10-31T23:17Z [----] followers, [---] engagements

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