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[@ImmaYieldGuy](/creator/twitter/ImmaYieldGuy)
"$EVN half decent $EVN.ax #Gold #Copper #ASX"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1780371699890012313) 2024-04-16 23:04:25 UTC 2106 followers, XXX engagements


"One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down XX% since"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1893814617530331190) 2025-02-24 00:06:04 UTC 2106 followers, 4668 engagements


"$ORD $ORD.AX Murchison region consolidation with $RMS $SPR Ordell still my #1 gold explorer. Ex-Genesis team and asset (non-core) Less than 10km from Mt Magnet 2.5km strike alongside Eridanus (1.2Moz) extremely similar geology Currently half way into 8000m drill program. #Gold"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1902203535368057015) 2025-03-19 03:40:38 UTC 2108 followers, 2735 engagements


"$REH $REH.AX now approaching XX handle. Crazy what happens when a plumbing supplier trades on tech multiples 🤔"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1944912671704539604) 2025-07-15 00:11:30 UTC 2107 followers, 2657 engagements


"Time to say goodbye for real my friend. $RSG $LLL $GOLD $FFX"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1855918433575350368) 2024-11-11 10:20:10 UTC 2108 followers, 14.6K engagements


"One thing you can't fault is their integration. $WHC $WHC.AX #coaltwitter"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948522851612721361) 2025-07-24 23:17:04 UTC 2107 followers, 4672 engagements


"Some weekend reading for my fellow coal degens 🤝 $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final numbers are pretty conservative here. Quite amazing the torque on this one ie. plugging in a XX% increase in HCC @ US$220/t and FCF improves 45%.20% rise in HCC = XXX% FCF uplift. #coaltwitter"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1867542218455879806) 2024-12-13 12:08:56 UTC 2106 followers, 13K engagements


"@Spec_punter Alan mate I heard it's you buying got the house on it"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948222960726425656) 2025-07-24 03:25:24 UTC 2105 followers, XXX engagements


"@respeculator Yeah it's pretty fked tbh. XX% blended yield vs XX% in deck.call it X% delta on 20mt ROM. Even using the shitty pricing of this quarter that is A$250m in lost revenue for the year.and I'd say 175m of that attributable to BW"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948620726879355304) 2025-07-25 05:45:59 UTC 2106 followers, XXX engagements


"$WHC $WHC.AX Quarterly tomorrow.always a fun one to tune into. Fascinated to see if they can continue to hit that low end of cost guidance in QLD - they've done quite the job so far almost seamlessly transitioning into BW & Daunia ops even after tons of rain. Any weakness could be a great entry for those not in - I still believe we need to wait for the BHP deferred payment overhang to slowly start to fizzle away. #coaltwitter"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948275441229500718) 2025-07-24 06:53:57 UTC 2106 followers, 3632 engagements


"$GMG $GMG.AX Opening below placement price"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1892359800656212386) 2025-02-19 23:45:09 UTC 2108 followers, 1020 engagements


"I think this is pretty telling here. The team most likely stockpiling some of the HCC/SHCC product and holding into weakness. PCI and SSCC gap is widening further. $WHC $WHC.AX #coaltwitter"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948529283456270434) 2025-07-24 23:42:37 UTC 2107 followers, 1985 engagements


"This is some fascinating financial trickery $NGEX"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1947611749156589641) 2025-07-22 10:56:40 UTC 2105 followers, XXX engagements


"Oh XX% later. Love-Hate relationship. $RSG $RSG.AX"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1942523749556969938) 2025-07-08 09:58:46 UTC 2107 followers, 1188 engagements


"$MTM $MTM.AX 2nd highest VoVa day on record. T1 shares issued on Thursday. .hearing a very handy hedge fund took up a big allocation so heads up for a 671B in the coming weeks"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1939571397770297469) 2025-06-30 06:27:11 UTC 2107 followers, 4119 engagements


"$WHC $WHC.AX AusSuper big fans of ESG #coaltwitter"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1934920552361414699) 2025-06-17 10:26:23 UTC 2106 followers, 14K engagements


"$WHC under $X was literally a generational degen play $WHC.AX #coaltwitter"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1947614803448471664) 2025-07-22 11:08:48 UTC 2106 followers, 6479 engagements


"Perseus $PRU $PRU.AX paid A$250m for OreCorp and effectively XX% of Nyanzaga just over a year ago. Since then gold prices are up US$1k / XX% and the deal looks like a masterstroke. On my back of envelope calcs at todays prices I have an XX% interest pegged at A$1.7B NAV even at a XX% discount rate. Construction is underway and first pour scheduled in 18mths. Big wraps on Jeff and the team here"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1947563274037563764) 2025-07-22 07:44:03 UTC 2106 followers, 2975 engagements


"Mum can we get some M&A at cycle lows Mum: we have M&A at home The M&A at home: $YAL $YAL.AX #coaltwitter"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1946130889181958205) 2025-07-18 08:52:16 UTC 2105 followers, 5130 engagements


"Almost -XX% in six months. Markets seem efficient until they aren't. $REH $REH.AX"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1901455708425753071) 2025-03-17 02:09:02 UTC 2107 followers, 5819 engagements


""We have plans to acquire additional similar sites across the U.S." $MTM $MTM.AX"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1938042571370135840) 2025-06-26 01:12:10 UTC 2108 followers, 3027 engagements


"@respeculator Yield has always been my most unimpressed side of BW so far - original numbers from acquisition deck still yet to hit once"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948617499123093505) 2025-07-25 05:33:10 UTC 2106 followers, XXX engagements


"@ryu_tay Something like that maybe slightly more - in for the upside of TO either way"  
![@ImmaYieldGuy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1504617499987701761.png) [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948288236444590432) 2025-07-24 07:44:47 UTC 2108 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.]

@ImmaYieldGuy "$EVN half decent $EVN.ax #Gold #Copper #ASX"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2024-04-16 23:04:25 UTC 2106 followers, XXX engagements

"One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down XX% since"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-02-24 00:06:04 UTC 2106 followers, 4668 engagements

"$ORD $ORD.AX Murchison region consolidation with $RMS $SPR Ordell still my #1 gold explorer. Ex-Genesis team and asset (non-core) Less than 10km from Mt Magnet 2.5km strike alongside Eridanus (1.2Moz) extremely similar geology Currently half way into 8000m drill program. #Gold"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-03-19 03:40:38 UTC 2108 followers, 2735 engagements

"$REH $REH.AX now approaching XX handle. Crazy what happens when a plumbing supplier trades on tech multiples 🤔"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-15 00:11:30 UTC 2107 followers, 2657 engagements

"Time to say goodbye for real my friend. $RSG $LLL $GOLD $FFX"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2024-11-11 10:20:10 UTC 2108 followers, 14.6K engagements

"One thing you can't fault is their integration. $WHC $WHC.AX #coaltwitter"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-24 23:17:04 UTC 2107 followers, 4672 engagements

"Some weekend reading for my fellow coal degens 🤝 $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final numbers are pretty conservative here. Quite amazing the torque on this one ie. plugging in a XX% increase in HCC @ US$220/t and FCF improves 45%.20% rise in HCC = XXX% FCF uplift. #coaltwitter"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2024-12-13 12:08:56 UTC 2106 followers, 13K engagements

"@Spec_punter Alan mate I heard it's you buying got the house on it"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-24 03:25:24 UTC 2105 followers, XXX engagements

"@respeculator Yeah it's pretty fked tbh. XX% blended yield vs XX% in deck.call it X% delta on 20mt ROM. Even using the shitty pricing of this quarter that is A$250m in lost revenue for the year.and I'd say 175m of that attributable to BW"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-25 05:45:59 UTC 2106 followers, XXX engagements

"$WHC $WHC.AX Quarterly tomorrow.always a fun one to tune into. Fascinated to see if they can continue to hit that low end of cost guidance in QLD - they've done quite the job so far almost seamlessly transitioning into BW & Daunia ops even after tons of rain. Any weakness could be a great entry for those not in - I still believe we need to wait for the BHP deferred payment overhang to slowly start to fizzle away. #coaltwitter"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-24 06:53:57 UTC 2106 followers, 3632 engagements

"$GMG $GMG.AX Opening below placement price"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-02-19 23:45:09 UTC 2108 followers, 1020 engagements

"I think this is pretty telling here. The team most likely stockpiling some of the HCC/SHCC product and holding into weakness. PCI and SSCC gap is widening further. $WHC $WHC.AX #coaltwitter"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-24 23:42:37 UTC 2107 followers, 1985 engagements

"This is some fascinating financial trickery $NGEX"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-22 10:56:40 UTC 2105 followers, XXX engagements

"Oh XX% later. Love-Hate relationship. $RSG $RSG.AX"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-08 09:58:46 UTC 2107 followers, 1188 engagements

"$MTM $MTM.AX 2nd highest VoVa day on record. T1 shares issued on Thursday. .hearing a very handy hedge fund took up a big allocation so heads up for a 671B in the coming weeks"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-06-30 06:27:11 UTC 2107 followers, 4119 engagements

"$WHC $WHC.AX AusSuper big fans of ESG #coaltwitter"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-06-17 10:26:23 UTC 2106 followers, 14K engagements

"$WHC under $X was literally a generational degen play $WHC.AX #coaltwitter"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-22 11:08:48 UTC 2106 followers, 6479 engagements

"Perseus $PRU $PRU.AX paid A$250m for OreCorp and effectively XX% of Nyanzaga just over a year ago. Since then gold prices are up US$1k / XX% and the deal looks like a masterstroke. On my back of envelope calcs at todays prices I have an XX% interest pegged at A$1.7B NAV even at a XX% discount rate. Construction is underway and first pour scheduled in 18mths. Big wraps on Jeff and the team here"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-22 07:44:03 UTC 2106 followers, 2975 engagements

"Mum can we get some M&A at cycle lows Mum: we have M&A at home The M&A at home: $YAL $YAL.AX #coaltwitter"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-18 08:52:16 UTC 2105 followers, 5130 engagements

"Almost -XX% in six months. Markets seem efficient until they aren't. $REH $REH.AX"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-03-17 02:09:02 UTC 2107 followers, 5819 engagements

""We have plans to acquire additional similar sites across the U.S." $MTM $MTM.AX"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-06-26 01:12:10 UTC 2108 followers, 3027 engagements

"@respeculator Yield has always been my most unimpressed side of BW so far - original numbers from acquisition deck still yet to hit once"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-25 05:33:10 UTC 2106 followers, XXX engagements

"@ryu_tay Something like that maybe slightly more - in for the upside of TO either way"
@ImmaYieldGuy Avatar @ImmaYieldGuy on X 2025-07-24 07:44:47 UTC 2108 followers, XXX engagements

creator/twitter::1504617499987701761/posts
/creator/twitter::1504617499987701761/posts