[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@EurozHartleys](/creator/twitter/EurozHartleys) "Vault Minerals $VAU generated A$92m FCF in JunQ (wouldve been A$187m if it wasn't for the hedge). VAU now has $686m cash (no debt). The market will start to look through the hedges as they roll off with the worst of it in the next 6months going from costing them A$76m/Q in SepQ25 and DecQ25 to A$52m/Q in the MarQ26 JunQ26 (assuming A$5000/oz) before becoming a rounding error post that. We have seen with RRL that rolling off of hedges and replacing with free cash flow generation can lead to a re-rate"  [@EurozHartleys](/creator/x/EurozHartleys) on [X](/post/tweet/1946019159558791639) 2025-07-18 01:28:17 UTC 2455 followers, XXX engagements "Antipa Minerals $AZY - Michael Scantlebury: AZY have updated their MRE at Minyari to 2.5Moz gold (an increase of 100koz) XX% of resource classified as Indicated. The elephant in the room continues to be: What is the Minyari Gold - Copper project worth to the A$3.8b market cap Greatland Gold Remember that the Minyari Dome Gold project is located just 35km from the Telfer which easily has +3mtpa of spare milling capacity. Telfer for the first time in decades has a company who is incentivised to grow and improve the asset in Greatland Gold"  [@EurozHartleys](/creator/x/EurozHartleys) on [X](/post/tweet/1925003676240003458) 2025-05-21 01:40:15 UTC 2456 followers, XXX engagements "#Gold. #China. #Leadership. #Strategy. Australian Minings Challenges. Unfiltered. 50th guest. A deep dive with Jake Klein Executive Chair of Evolution Mining. What an Ep Listen here 👉 #EvolutionMining $EVN #JakeKlein #Podcast #FindingTheFront #Mining #AustralianMining #Resources #NickGiorgetta #DavidMuller #goldfields #markbristow #nickcurtis"  [@EurozHartleys](/creator/x/EurozHartleys) on [X](/post/tweet/1935566379601592746) 2025-06-19 05:12:40 UTC 2456 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@EurozHartleys
"Vault Minerals $VAU generated A$92m FCF in JunQ (wouldve been A$187m if it wasn't for the hedge). VAU now has $686m cash (no debt). The market will start to look through the hedges as they roll off with the worst of it in the next 6months going from costing them A$76m/Q in SepQ25 and DecQ25 to A$52m/Q in the MarQ26 JunQ26 (assuming A$5000/oz) before becoming a rounding error post that. We have seen with RRL that rolling off of hedges and replacing with free cash flow generation can lead to a re-rate"
@EurozHartleys on X 2025-07-18 01:28:17 UTC 2455 followers, XXX engagements
"Antipa Minerals $AZY - Michael Scantlebury: AZY have updated their MRE at Minyari to 2.5Moz gold (an increase of 100koz) XX% of resource classified as Indicated. The elephant in the room continues to be: What is the Minyari Gold - Copper project worth to the A$3.8b market cap Greatland Gold Remember that the Minyari Dome Gold project is located just 35km from the Telfer which easily has +3mtpa of spare milling capacity. Telfer for the first time in decades has a company who is incentivised to grow and improve the asset in Greatland Gold" @EurozHartleys on X 2025-05-21 01:40:15 UTC 2456 followers, XXX engagements
"#Gold. #China. #Leadership. #Strategy. Australian Minings Challenges. Unfiltered. 50th guest. A deep dive with Jake Klein Executive Chair of Evolution Mining. What an Ep Listen here 👉 #EvolutionMining $EVN #JakeKlein #Podcast #FindingTheFront #Mining #AustralianMining #Resources #NickGiorgetta #DavidMuller #goldfields #markbristow #nickcurtis" @EurozHartleys on X 2025-06-19 05:12:40 UTC 2456 followers, XXX engagements