[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](/creator/twitter/ImmaYieldGuy) "$EVN half decent $EVN.ax #Gold #Copper #ASX"  [@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 $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down XX% since"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1893814617530331190) 2025-02-24 00:06:04 UTC 2106 followers, 4668 engagements "$ORD $ORD.AX Murchison region consolidation with $RMS $SPR Ordell still my #1 gold explorer. Ex-Genesis team and asset (non-core) Less than 10km from Mt Magnet 2.5km strike alongside Eridanus (1.2Moz) extremely similar geology Currently half way into 8000m drill program. #Gold"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1902203535368057015) 2025-03-19 03:40:38 UTC 2108 followers, 2735 engagements "$REH $REH.AX now approaching XX handle. Crazy what happens when a plumbing supplier trades on tech multiples 🤔"  [@ImmaYieldGuy](/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](/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](/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](/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](/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$250m in lost revenue for the year.and I'd say 175m of that attributable to BW"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948620726879355304) 2025-07-25 05:45:59 UTC 2106 followers, XXX engagements "$WHC $WHC.AX Quarterly tomorrow.always a fun one to tune into. Fascinated to see if they can continue to hit that low end of cost guidance in QLD - they've done quite the job so far almost seamlessly transitioning into BW & Daunia ops even after tons of rain. Any weakness could be a great entry for those not in - I still believe we need to wait for the BHP deferred payment overhang to slowly start to fizzle away. #coaltwitter"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948275441229500718) 2025-07-24 06:53:57 UTC 2106 followers, 3632 engagements "$GMG $GMG.AX Opening below placement price"  [@ImmaYieldGuy](/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](/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](/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 $RSG.AX"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1942523749556969938) 2025-07-08 09:58:46 UTC 2107 followers, 1188 engagements "$MTM $MTM.AX 2nd highest VoVa day on record. T1 shares issued on Thursday. .hearing a very handy hedge fund took up a big allocation so heads up for a 671B in the coming weeks"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1939571397770297469) 2025-06-30 06:27:11 UTC 2107 followers, 4119 engagements "$WHC $WHC.AX AusSuper big fans of ESG #coaltwitter"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1934920552361414699) 2025-06-17 10:26:23 UTC 2106 followers, 14K engagements "$WHC under $X was literally a generational degen play $WHC.AX #coaltwitter"  [@ImmaYieldGuy](/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](/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](/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](/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 $MTM.AX"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1938042571370135840) 2025-06-26 01:12:10 UTC 2108 followers, 3027 engagements "@respeculator Yield has always been my most unimpressed side of BW so far - original numbers from acquisition deck still yet to hit once"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948617499123093505) 2025-07-25 05:33:10 UTC 2106 followers, XXX engagements "@ryu_tay Something like that maybe slightly more - in for the upside of TO either way"  [@ImmaYieldGuy](/creator/x/ImmaYieldGuy) on [X](/post/tweet/1948288236444590432) 2025-07-24 07:44:47 UTC 2108 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ImmaYieldGuy
"$EVN half decent $EVN.ax #Gold #Copper #ASX"
@ImmaYieldGuy 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 $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down XX% since" @ImmaYieldGuy on X 2025-02-24 00:06:04 UTC 2106 followers, 4668 engagements
"$ORD $ORD.AX Murchison region consolidation with $RMS $SPR Ordell still my #1 gold explorer. Ex-Genesis team and asset (non-core) Less than 10km from Mt Magnet 2.5km strike alongside Eridanus (1.2Moz) extremely similar geology Currently half way into 8000m drill program. #Gold" @ImmaYieldGuy on X 2025-03-19 03:40:38 UTC 2108 followers, 2735 engagements
"$REH $REH.AX now approaching XX handle. Crazy what happens when a plumbing supplier trades on tech multiples 🤔" @ImmaYieldGuy 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 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 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 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 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$250m in lost revenue for the year.and I'd say 175m of that attributable to BW" @ImmaYieldGuy on X 2025-07-25 05:45:59 UTC 2106 followers, XXX engagements
"$WHC $WHC.AX Quarterly tomorrow.always a fun one to tune into. Fascinated to see if they can continue to hit that low end of cost guidance in QLD - they've done quite the job so far almost seamlessly transitioning into BW & Daunia ops even after tons of rain. Any weakness could be a great entry for those not in - I still believe we need to wait for the BHP deferred payment overhang to slowly start to fizzle away. #coaltwitter" @ImmaYieldGuy on X 2025-07-24 06:53:57 UTC 2106 followers, 3632 engagements
"$GMG $GMG.AX Opening below placement price" @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 on X 2025-07-24 23:42:37 UTC 2107 followers, 1985 engagements
"This is some fascinating financial trickery $NGEX" @ImmaYieldGuy on X 2025-07-22 10:56:40 UTC 2105 followers, XXX engagements
"Oh XX% later. Love-Hate relationship. $RSG $RSG.AX" @ImmaYieldGuy on X 2025-07-08 09:58:46 UTC 2107 followers, 1188 engagements
"$MTM $MTM.AX 2nd highest VoVa day on record. T1 shares issued on Thursday. .hearing a very handy hedge fund took up a big allocation so heads up for a 671B in the coming weeks" @ImmaYieldGuy on X 2025-06-30 06:27:11 UTC 2107 followers, 4119 engagements
"$WHC $WHC.AX AusSuper big fans of ESG #coaltwitter" @ImmaYieldGuy on X 2025-06-17 10:26:23 UTC 2106 followers, 14K engagements
"$WHC under $X was literally a generational degen play $WHC.AX #coaltwitter" @ImmaYieldGuy 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 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 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 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 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 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 on X 2025-07-24 07:44:47 UTC 2108 followers, XXX engagements