# ![@HCTroglodyte Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1961409587120390144.png) @HCTroglodyte High-Conviction Troglodyte

High-Conviction Troglodyte posts on X about $ldr, $vmm, $wia, $lrv the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1961409587120390144/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961409587120390144/c:line/m:interactions.svg)

- [--] Week [------] +14%
- [--] Month [---------] +31,881%

### Mentions: [--] [#](/creator/twitter::1961409587120390144/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961409587120390144/c:line/m:posts_active.svg)

- [--] Week [--] +43%
- [--] Month [--] +50%

### Followers: [---] [#](/creator/twitter::1961409587120390144/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961409587120390144/c:line/m:followers.svg)

- [--] Week [---] +14%
- [--] Month [---] +24%

### CreatorRank: [---------] [#](/creator/twitter::1961409587120390144/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1961409587120390144/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33% [stocks](/list/stocks)  10% [cryptocurrencies](/list/cryptocurrencies)  8% [countries](/list/countries)  8% [gaming](/list/gaming)  1% [technology brands](/list/technology-brands)  1% [celebrities](/list/celebrities)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[$ldr](/topic/$ldr) #2, [$vmm](/topic/$vmm) #8, [$wia](/topic/$wia) #1, [$lrv](/topic/$lrv) #4, [bullish](/topic/bullish) 7%, [strong](/topic/strong) 7%, [$slgv](/topic/$slgv) #1, [$czr](/topic/$czr) #9, [$dyl](/topic/$dyl) #2, [$bcm](/topic/$bcm) 5%

**Top accounts mentioned or mentioned by**
[@travmoneyofmine](/creator/undefined) [@hsiuchinchen168](/creator/undefined) [@pancaku](/creator/undefined) [@moneyofminepod](/creator/undefined) [@torincavanagh](/creator/undefined) [@turtletrainer1](/creator/undefined) [@theojessreborn](/creator/undefined) [@samsonli7](/creator/undefined) [@scottnorth64736](/creator/undefined) [@stockrockerasx](/creator/undefined) [@ehari1982](/creator/undefined) [@realhagetaka](/creator/undefined) [@yellowlablife](/creator/undefined) [@turgidmiasmaasx](/creator/undefined) [@theasxdegen](/creator/undefined) [@blshigh](/creator/undefined) [@specpunter](/creator/undefined) [@bftd2025](/creator/undefined)

**Top assets mentioned**
[Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Vaulta (A)](/topic/$eos) [Bitcoin Atom (BCA)](/topic/$bca) [PlatON (LAT)](/topic/$lat) [Artrade (ATR)](/topic/$atr) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Spotify Technology (SPOT)](/topic/$spot)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#HCTFundPerformance - [--] Feb. [----] Sometimes it do be like that Dumped remainder of $CZR to bolster cash might nibble away at key holdings & those I'm down on (I'm looking at you $LDR) Keen to hear $EOS response too prices might be attractive when out of halt"  
[X Link](https://x.com/HCTroglodyte/status/2019658772453732546)  2026-02-06T06:25Z [---] followers, [---] engagements


"Still haven't figured out what's open after 5pm near new office 8:30pm last night: - Tired hungry still got work to do - Mentos in office reception - my brain: Mentos for dinner - my brain: Yeah go on then mad dog I do it for the love of the game i love the shareholders"  
[X Link](https://x.com/HCTroglodyte/status/2022131975201632646)  2026-02-13T02:13Z [---] followers, [---] engagements


"2026: The year of Trump's Fever Dream"  
[X Link](https://x.com/HCTroglodyte/status/2015235333580091501)  2026-01-25T01:28Z [---] followers, [--] engagements


"#HCTFundPerformance - [--] Feb. [----] Not much to report for the week Very long $SLG.V carrying the performance still has a long way to go IMO Added some #TG1 yesterday I reminded the risk management team who pays their salaries Expecting sustained volatility"  
[X Link](https://x.com/HCTroglodyte/status/2022197481002742058)  2026-02-13T06:33Z [---] followers, [---] engagements


"Portfolio performance for week ending [--] November [----] Finished @ +40% (-5% from previous week) Dumped my $DUN for +40% & scooped up some $BCA to get a bit of #Mn & #Fe exposure - always good to see management scooping up adjacent tenements for resource growth Cheers"  
[X Link](https://x.com/HCTroglodyte/status/1986671595885412467)  2025-11-07T05:46Z [---] followers, [---] engagements


"HCT Fund Performance Report for November & December [----] (Year in Review) - Results from start of FY: +48% - Total returns for equities: +54% - Total returns including cash balance (profit taking): 83% Full write up on Substack"  
[X Link](https://x.com/HCTroglodyte/status/2006651560579997849)  2026-01-01T08:59Z [---] followers, [---] engagements


"Probably should've kept holding this one LOL $LAT $LAT.AX You win some you lose some eh ASX $LAT $LAT.AX MC: 7M Cash: 6M Project: 200m East of the Ricciardo Au-Sb Deposit that is currently under acquisition by $CMM (pic below) SP up 30% today on $25K of trades (3.5m bids : .5m offers) Could be a pump could be something boiling away in the background DYOR https://t.co/jb9xkByfae ASX $LAT $LAT.AX MC: 7M Cash: 6M Project: 200m East of the Ricciardo Au-Sb Deposit that is currently under acquisition by $CMM (pic below) SP up 30% today on $25K of trades (3.5m bids : .5m offers) Could be a pump"  
[X Link](https://x.com/HCTroglodyte/status/2013460277505990681)  2026-01-20T03:55Z [---] followers, [---] engagements


"@TRAVmoneyofmine +1 for $CBE following it"  
[X Link](https://x.com/HCTroglodyte/status/2020799849273180333)  2026-02-09T10:00Z [---] followers, [---] engagements


"@SamsonLi7 Japan & USA strengthening ties makes sense for AI & Military Industrial Complex The more you look at Russo-Ukrainian War and where investment is going it's a natural evolution Anduril L3Harris Lockheed all innovating"  
[X Link](https://x.com/HCTroglodyte/status/2021370341432623152)  2026-02-10T23:46Z [---] followers, [--] engagements


"@ScottNorth64736 lower tax facilitate investment drive domestic demand encourage industrial and manufacturing turn the greens into a slave labour force start teaching kids at school about Dune mandate minecraft as homework"  
[X Link](https://x.com/HCTroglodyte/status/2021849473295757580)  2026-02-12T07:30Z [---] followers, [---] engagements


"$LDR - drill results looking good (nice to see they have multiple drill holes in highlights this time) - MC:32M $VMM - fully funded to FID with both Brazil & French Gov backing - MC:140M $BCA - moving with pace DD underway & compiling datasets for the Ndalamo tenements - MC:67M"  
[X Link](https://x.com/HCTroglodyte/status/1987703586999132424)  2025-11-10T02:07Z [---] followers, [---] engagements


"Sold my $VMM for 10% loss weighting was 8% Reasons for selling include: - cost/sh (volatility due to low float) - lots of competitors - disappointment re: governance I remain bullish on REE fundamentals re: military applications (1/3)"  
[X Link](https://x.com/HCTroglodyte/status/2008034900683968873)  2026-01-05T04:36Z [---] followers, [---] engagements


"i'm not great with remembering birthdays but i can rattle off Projects MRE's feasibility study metrics and management teams like a mental rolodex"  
[X Link](https://x.com/anyuser/status/1997167331353760164)  2025-12-06T04:52Z [---] followers, [---] engagements


"#HCTFundPerformance - [--] Jan. [----] Past [--] weeks performance incorrectly reported as [----] not [----] Sold some $CZR & added $MLX Movers: $LRV +12% $SLG.V +12% $WIA +13% $LDR -11% $DYL +14% #Au & #Ag added 7% & 9% respectively should've just gone all in silver last year lol"  
[X Link](https://x.com/anyuser/status/2014639456872214630)  2026-01-23T10:00Z [---] followers, [---] engagements


"I expect a selloff this evening off the back of new Fed Chair announcement tonight $WIA & $LRV gave up some gains $DYL added 20% Opened an #Au short position @ $5215 with a s/l @ $5300 no t/p in place (2/3)"  
[X Link](https://x.com/HCTroglodyte/status/2017114520322527400)  2026-01-30T05:55Z [---] followers, [---] engagements


"Strategy is hold current positions use short proceeds to add to cash and buy equities if prices become attractive Recent rally has been impressive but not ready to take chips off the table yet Kudos to those who gave thanks but I live for the degeneracy LAMBO OR ZERO (3/3)"  
[X Link](https://x.com/HCTroglodyte/status/2017114522088329248)  2026-01-30T05:55Z [---] followers, [---] engagements


"This one's going on the fridge for sure "Pitch us your best idea in five minutes" we asked. This is what came back. When our guest cancelled yesterday we were left with an empty run sheet. So we did what any self-respecting mining podcast would do: we handed the mic to you. YT https://t.co/mYk5qKVtyW Spotify https://t.co/tUoKxnofpF "Pitch us your best idea in five minutes" we asked. This is what came back. When our guest cancelled yesterday we were left with an empty run sheet. So we did what any self-respecting mining podcast would do: we handed the mic to you. YT https://t.co/mYk5qKVtyW"  
[X Link](https://x.com/HCTroglodyte/status/2021148269523726364)  2026-02-10T09:04Z [---] followers, [---] engagements


"fomo'd into $TG1 might nibble at some $GRE soon"  
[X Link](https://x.com/HCTroglodyte/status/2021727092883566793)  2026-02-11T23:24Z [---] followers, [---] engagements


"Background DD on #TG1 MC: 23m SOI: 500m Cash: $3m Bit late to the party on this one Mt Boggola Project with limited exploration and some juicy looking magnetics I love the colour blobs"  
[X Link](https://x.com/anyuser/status/2022200294441115949)  2026-02-13T06:44Z [---] followers, [---] engagements


"Can't complain about $LDR share price movement today but I originally bought it for #Ag exposure All highlights from the [--] hole. Am I right in being sus or should I shut up and be grateful"  
[X Link](https://x.com/HCTroglodyte/status/1978999923484885375)  2025-10-17T01:42Z [--] followers, [---] engagements


"Portfolio performance for week ending [--] October [----] FINISHED @ +77% (+28% from previous week) $LRV & $LDR with strong performances We sold down across the portfolio yesterday now holding 10% cash Enjoy your weekends nothing else my end #Mintwit"  
[X Link](https://x.com/HCTroglodyte/status/1979056922897596543)  2025-10-17T05:28Z [--] followers, [----] engagements


"ASX: $SER $SER.AX MC: $15M Cash: $2M Location: QLD Status: IOCG explorer Nardoo located with inflection point of interpreted undercover ext. of Mt Gordon-Gunpower Fault 1500m DD program underway 275k QLD Gov grant decent volume past couple weeks (discl: not held)"  
[X Link](https://x.com/HCTroglodyte/status/1980079701101273398)  2025-10-20T01:12Z [--] followers, [---] engagements


"Correlation Causation Last week I thought $ATR & $VHM were looking cheap $ATR has a JV & offtake agreement with $UUUU $VHM has a LOI with Mitsui & Co for 40% of Goschen's production Can alpha be generated from those with strong correlation coefficients"  
[X Link](https://x.com/HCTroglodyte/status/1980488519320809565)  2025-10-21T04:17Z [---] followers, [---] engagements


"10% cash was the move $WIA $LDR & $LRV looking truly scrumptious today Portfolio performance for week ending [--] October [----] FINISHED @ +77% (+28% from previous week) $LRV & $LDR with strong performances We sold down across the portfolio yesterday now holding 10% cash Enjoy your weekends nothing else my end #Mintwit https://t.co/2n7PAbjGr4 Portfolio performance for week ending [--] October [----] FINISHED @ +77% (+28% from previous week) $LRV & $LDR with strong performances We sold down across the portfolio yesterday now holding 10% cash Enjoy your weekends nothing else my end #Mintwit"  
[X Link](https://x.com/HCTroglodyte/status/1980790572597277102)  2025-10-22T00:17Z [---] followers, [---] engagements


"$ATR +25% yesterday + 23% today $VHM +5% yesterday + 10% today. Ha go figure Correlation Causation Last week I thought $ATR & $VHM were looking cheap $ATR has a JV & offtake agreement with $UUUU $VHM has a LOI with Mitsui & Co for 40% of Goschen's production Can alpha be generated from those with strong correlation coefficients https://t.co/DI4We4VuSp Correlation Causation Last week I thought $ATR & $VHM were looking cheap $ATR has a JV & offtake agreement with $UUUU $VHM has a LOI with Mitsui & Co for 40% of Goschen's production Can alpha be generated from those with strong correlation"  
[X Link](https://x.com/HCTroglodyte/status/1981149961627848973)  2025-10-23T00:05Z [---] followers, [---] engagements


"Bought more $WIA $CZR & #A1M today Still holding 5% cash for contingency Motive for buying today: - $WIA results yesterday were too good of an opportunity to pass up - $CZR is effectively trading at cash - #A1M because i wanted to increase copper weighting"  
[X Link](https://x.com/HCTroglodyte/status/1981227927326118149)  2025-10-23T05:15Z [--] followers, [--] engagements


"Portfolio performance for week ending [--] October [----] Finished @ +52% (-25% from previous week) Used some of the dry powder to buy more $WIA $CZR & #A1M We expected a larger sell off than what was experienced & we diamond hand around here 💎✋ That's all from my end"  
[X Link](https://x.com/HCTroglodyte/status/1981633235596775883)  2025-10-24T08:05Z [---] followers, [---] engagements


"@TRAVmoneyofmine US Debt: 37T Gov shutdown (ongoing) US strikes on Venezuelan "drug cartels" Russo-Ukrainian war ongoing EU to spend 900B on defence by [----] & AI keeps churning. The macro fundamentals have never been more bullish"  
[X Link](https://x.com/HCTroglodyte/status/1982961980207198286)  2025-10-28T00:05Z [--] followers, [---] engagements


"Is your speccy portfolio on fire Losing months of gains in days In the words of Drew Jones A.D Research @ MS: "Great analysts work on a macro-level. Most analysts use a bottom up approach. Those who can look from a top-down approach have a competitive advantage""  
[X Link](https://x.com/HCTroglodyte/status/1982971578519527831)  2025-10-28T00:44Z [--] followers, [--] engagements


"Fundamentals for mining (especially precious metals remain robust & unchanged): - #Au & #Ag still up substantially YTD - Decentralisation of geopolitics persists - US Debt @ 37T - Defence investment is up globally (highest increase since Cold War)"  
[X Link](https://x.com/HCTroglodyte/status/1982971582869131476)  2025-10-28T00:44Z [--] followers, [--] engagements


"Any colour blob experts that can help with Lonar East grav analysis Comparing $TR2 gravity surveys (2025) & $WA1 gravity surveys (2023) TR2 Ann: WA1 Ann: 3rd image is Toro (2011) RAB Gold anomalies from the area #mintwit http://bit.ly/3Wt0Tnu http://bit.ly/3LaDlRY http://bit.ly/3Wt0Tnu http://bit.ly/3LaDlRY"  
[X Link](https://x.com/HCTroglodyte/status/1983357116472795624)  2025-10-29T02:16Z [--] followers, [---] engagements


"Pleased to share the inaugural HCT Fund Performance Report for October [----] The report outlines the derivation of the pseudonym HCT the fund structure and the macro outlook from the perspective of a [--] year old hailing from Perth WA Feedback always welcome #mintwit"  
[X Link](https://x.com/HCTroglodyte/status/1984930457625268539)  2025-11-02T10:27Z [---] followers, [---] engagements


"$EOS HotCopper thread (take with a pinch of salt) - The Montega deck (linked) isn't online so wondering how old mate got a hold of this one: Don't hold any just find the geopolitics & engineering behind it interesting Funny if true https://bit.ly/4oYHbfF ASX: $EOS x FRA: $RHM: Hypothetical #Merger Deck Full deck available upon request (inclusive of Accretion/Dilution analysis) *I think $EOS is currently overvalued (still -CF) but if their tech is as good as it sounds it could command a significant premium in a takeover https://t.co/qzhTUe4UVz https://bit.ly/4oYHbfF ASX: $EOS x FRA: $RHM:"  
[X Link](https://x.com/HCTroglodyte/status/1986252376903487575)  2025-11-06T02:00Z [--] followers, [---] engagements


"After sleeping on it I believe best course of action is by categorising projects according to sulfide vs sedimentary vs oxide Then looking @ EV/t of copper EV/Ebitda etc. Inevitably i believe there will be premiums towards those with sought after biproducts #A1M Spent most of the afternoon trying to do comps on Copper projects unable to figure out how to compare including biproducts uniformly So i started trying to calculate AuEq for deposits then realised why no producer has comps of EV/Resource or EV/oz in their decks https://t.co/jjUnLAd9UW Spent most of the afternoon trying to do comps on"  
[X Link](https://x.com/HCTroglodyte/status/1986978039880917329)  2025-11-08T02:04Z [--] followers, [---] engagements


"Silver hit $48.60 on CMC last night as stated in portfolio performance review closed the short @ $51 [----] - [--] = $2.8/oz [----] - 48.6=$5.2/oz Left a lot on the table but set a TP due to wanting to focus on internship as opposed to monitoring positions Thesis was right Intention is to close position sub $50/oz If Silver hits $47-48/oz will go long again If I was to ball park estimate (based on no other analysis besides observations of price history) $60-65/oz by mid [----] is plausible Intention is to close position sub $50/oz If Silver hits $47-48/oz will go long again If I was to ball park"  
[X Link](https://x.com/HCTroglodyte/status/1992059575701549090)  2025-11-22T02:36Z [--] followers, [---] engagements


"Looking ahead will be seeking precious metals CFD trades Market to remain dicey with AI bubble theme Timing of Peace Plan between UKR/RUS very suspect (Epstein files got too hot again.) - wouldn't hold my breath (1/2)"  
[X Link](https://x.com/HCTroglodyte/status/1992070413271359967)  2025-11-22T03:19Z [--] followers, [--] engagements


"$TGN also looking decent Looked at it the other week as soon as they put out Scoping Study @ 12c now @ .19c Capped @ $200M someone more educated than me should look at the project - I don't know the geology/team/accuracy but just want to put it on your radar (NFA DYOR)"  
[X Link](https://x.com/HCTroglodyte/status/1993979710716416454)  2025-11-27T09:46Z [--] followers, [---] engagements


"@Stockrocker_ASX "robust existing infrastructure in place only requiring minor upgrades to support early stage mining operations""  
[X Link](https://x.com/HCTroglodyte/status/1994951660951728437)  2025-11-30T02:08Z [--] followers, [--] engagements


"Talk me out of fomo'ing into $TGN Up another 8% today [---] buyers (3.2M) : [--] sellers (1M)"  
[X Link](https://x.com/HCTroglodyte/status/1995280188314456312)  2025-11-30T23:54Z [--] followers, [--] engagements


"Portfolio performance for week ending [--] December [----] Ended at +48% (+4% from prev. week) $WIA & #A1M doing the heavy lifting"  
[X Link](https://x.com/HCTroglodyte/status/1997124876134703530)  2025-12-06T02:04Z [---] followers, [---] engagements


"The mighty $WIA does it again"  
[X Link](https://x.com/HCTroglodyte/status/1997795231652258134)  2025-12-07T22:27Z [---] followers, [---] engagements


"Feels bad for my boss that told me not to buy $WIA @ .2"  
[X Link](https://x.com/HCTroglodyte/status/2001125191217504484)  2025-12-17T02:59Z [---] followers, [---] engagements


"@ehari1982 Thanks I use CMC for CFD's but unfortunately I think their pricing can be a bit delayed When silver was @ [--] i was thinking "no way this can last" I should've fomo'd in LOL"  
[X Link](https://x.com/HCTroglodyte/status/2004378619515490700)  2025-12-26T02:27Z [---] followers, [--] engagements


"Zelensky can't unilaterally draw the lines even with a "referendum" when your own soldiers aren't willing to lay down their weapons how will peace last When the war started civilians became soldiers those soldiers won't reassimilate into a Russian society lol Just a reminder this war isn't ending anytime soon Recent footage (past month) coming out of Ukraine is some of the most intense fighting I've ever seen armoured columns are being stacked Further even if a referendum is held how will its legitimacy stand Ref. 3rd pic https://t.co/PXuJYJXtG8 Just a reminder this war isn't ending anytime"  
[X Link](https://x.com/HCTroglodyte/status/2004753700024451396)  2025-12-27T03:18Z [---] followers, [--] engagements


"Have gone short #Ag 2x in past week: [--]. $70.51 (SL $71.33) [--]. $76.83 (SL: $78.00) I'm bullish on the outlook so why short Ingrain hedging now identify & understand the cost of doing business. It's not solely about gains risk management is critical to longevity"  
[X Link](https://x.com/HCTroglodyte/status/2005471620610351462)  2025-12-29T02:51Z [---] followers, [---] engagements


"I was right i just set too tight of a stop loss so maybe i was wrong idk Not bleeding that bad today me [--] hours ago apparently https://t.co/ZcsLMiuAar me [--] hours ago apparently https://t.co/ZcsLMiuAar"  
[X Link](https://x.com/HCTroglodyte/status/2005795876044976207)  2025-12-30T00:19Z [---] followers, [--] engagements


"One more charge over the trenches for [----] warriors May your gains be blesseth & tendies be succulent If you bleed today laugh in your foes face they don't know what we've seen before our degeneracy knows no match Our metals shall shine brighter than ever in [----] #mintwit"  
[X Link](https://x.com/HCTroglodyte/status/2006148905243738431)  2025-12-30T23:42Z [---] followers, [---] engagements


"From Bloomberg So if I'm getting margin called I'm forced to close positions which if I'm long (short) I'm forced to sell (buy) If we know there is large short interest by banks though (uncorroborated to my knowledge) this should cause short squeeze Is my brain working"  
[X Link](https://x.com/HCTroglodyte/status/2006187866611925127)  2025-12-31T02:17Z [---] followers, [--] engagements


"@hsiuchinchen168 @realhagetaka king vaporwave"  
[X Link](https://x.com/HCTroglodyte/status/2006216196195225937)  2025-12-31T04:09Z [---] followers, [--] engagements


"Trump played for Venezuelan oil flood the market with barrels or use it domestically reduce cost of transport for USA goods keep tariffs in place This is how he plans to bring down US debt & inflation"  
[X Link](https://x.com/HCTroglodyte/status/2007610361122562273)  2026-01-04T00:29Z [---] followers, [--] engagements


"But the slow development timelines lack of transparency re: pricing & demand from the MIC geopolitical uncertainty etc. discourage me from having capital locked up in a company underperforming relative to the rest of my portfolio (2/3)"  
[X Link](https://x.com/HCTroglodyte/status/2008034903154389012)  2026-01-05T04:36Z [---] followers, [---] engagements


"Perhaps it will 10x from here lots of names I respect are backing it but we need to take action aligned with our perspective & conviction both of which have waned recently Eyeing off $BCM (REE) & $ALR (Au) to redeploy which align better to portfolio structure (3/3)"  
[X Link](https://x.com/HCTroglodyte/status/2008034905209597998)  2026-01-05T04:36Z [---] followers, [---] engagements


"$LDR results today look pretty exciting & appears to remain open at depth (current: A$36m MC) Next steps: - Complete 10000m drill program - Inaugural MRE - Drilling @ depth to boost MRE - float & leach tests - regional exploration - potential offtakes - PFS Bring on 2026"  
[X Link](https://x.com/HCTroglodyte/status/2008415758372794704)  2026-01-06T05:50Z [---] followers, [---] engagements


"ASX: $BCM MC: $30M Cash: $2.4M Conv. Debt: $6.6M Location: Brazil Status: REE explorer Strong pipeline of news ahead capex of US$50M based on Scoping Study Project success contingent on ISR mining approval"  
[X Link](https://x.com/HCTroglodyte/status/2008432670137872751)  2026-01-06T06:57Z [---] followers, [---] engagements


"@_Pancaku_ Of course thanks for clarifying. As long as copper demand doesnt fall off a cliff by end of year should be in a very strong position. And considering A1M already in production should have a decent amount of $ in the tin"  
[X Link](https://x.com/HCTroglodyte/status/2011324199076552936)  2026-01-14T06:27Z [---] followers, [--] engagements


"Graphed @moneyofminepod Fundy Predictions for [----] Included High Conviction & Non Consensus when commodity EXPLICITLY stated Skewed results/errors may exist: - Bad listening from me - Fundy multi-vote - O&G/Energy grouped - Met/Thermal coal grouped #mintwit"  
[X Link](https://x.com/HCTroglodyte/status/2011997169189052810)  2026-01-16T03:01Z [---] followers, [---] engagements


"@hsiuchinchen168 @TorinCavanagh And still trading at A$2bn market cap had to fact check this myself (out of disbelief) but seems legit This is incredibly bullish USA doesnt compromise on quality if EOS makes it to final variant could still 10x from here IMO"  
[X Link](https://x.com/HCTroglodyte/status/2012375013962494226)  2026-01-17T04:02Z [---] followers, [--] engagements


"NVG's show green because of distribution of rod cells NVG's have strategic minerals & critical minerals in them Commodities & Military Industrial Complex outlook Green Coincidence I don't think so https://t.co/AF0LYtR9Cs https://t.co/AF0LYtR9Cs"  
[X Link](https://x.com/HCTroglodyte/status/2013049160593994055)  2026-01-19T00:41Z [---] followers, [---] engagements


"The result Information asymmetry at a global scale nat. resources funds aren't trawling through Telegram channels for this info because they'd need to pay for their employees PTSD therapy I don't know why we aren't seeing the pricing in underlying prices yet (6/7)"  
[X Link](https://x.com/HCTroglodyte/status/2013980401341997458)  2026-01-21T14:22Z [---] followers, [--] engagements


"Which is a partial driver of my uncertainty towards this thesis but there is also a variety of plausible explanations (historic munitions stockpiles) No one outside the DoD understands the potential scale of applications of drones Who's buying MP materials offtake again (7/7)"  
[X Link](https://x.com/HCTroglodyte/status/2013980406077386931)  2026-01-21T14:22Z [---] followers, [--] engagements


"@_Pancaku_ Thanks mate 64% from start of FY26 is ok but I see others posting 6000%+ returns since inception so got a while to go yet Happy with LRV but would like to see multi bag returns on other holdings Feels like a lot of it is unimpressive when compared to underlying commodities"  
[X Link](https://x.com/HCTroglodyte/status/2014645346434220427)  2026-01-23T10:24Z [---] followers, [--] engagements


"@YellowLabLife the market has become complacent in regards to their applications and significantly underestimates the technological and geopolitical pivot that is underway"  
[X Link](https://x.com/HCTroglodyte/status/2014870425092948036)  2026-01-24T01:18Z [---] followers, [---] engagements


"Today's Father-son bonding activity: Set up Dads first brokerage account well into his retirement (he's sick of hearing me boasting at breakfast how much I'm up in the market)"  
[X Link](https://x.com/HCTroglodyte/status/2014938418506277122)  2026-01-24T05:48Z [---] followers, [--] engagements


"The old man dropped out of school at [--] to support his family hard yakka offshore work his whole life real true blue Aussie never complained once about his life The older I get the more I appreciate the privilege I've had to grow up in an environment guided by his work ethic"  
[X Link](https://x.com/HCTroglodyte/status/2014938421765243119)  2026-01-24T05:48Z [---] followers, [--] engagements


"@TurgidmiasmaASX lol yeah actually upon further consideration should've provided further clarity & mightn't be the best idea to share online. It's 1% of his NW. If you're gonna manage external funds gotta do it right AFSL Insurance etc"  
[X Link](https://x.com/HCTroglodyte/status/2015278495560344025)  2026-01-25T04:20Z [---] followers, [--] engagements


"Yesterday was a truly glorious day (carried by $DYL) portfolio finished +2.8% for the day -0.5% today. Currently sitting @ +43%. Recent buys include: - $VMM (+0.12%) $KRM (+8.5%) $LDR (+12.6%) $LAT (-6.67%)"  
[X Link](https://x.com/HCTroglodyte/status/1968136481702285788)  2025-09-17T02:14Z [---] followers, [---] engagements


"$VMM New 52wk high today Up 20% since time of writing. ASX $VMM $VMM.AX MC: $143M SP: $1.33 Targets: Spot: $2.54 Base: A$5.62 Upside: A$8.10 Ore Reserve: 200.6Mt @ 2640ppm TREO 740ppm MREO Catalysts: Met Opt Q1 [--] FID 2H [--] First prod. 1H [----] Full write up on my Substack Feedback always welcome: https://t.co/qeQZxXz0XP https://t.co/P4mvf2jd6H ASX $VMM $VMM.AX MC: $143M SP: $1.33 Targets: Spot: $2.54 Base: A$5.62 Upside: A$8.10 Ore Reserve: 200.6Mt @ 2640ppm TREO 740ppm MREO Catalysts: Met Opt Q1 [--] FID 2H [--] First prod. 1H [----] Full write up on my Substack Feedback always welcome:"  
[X Link](https://x.com/HCTroglodyte/status/1971010140280401994)  2025-09-25T00:33Z [---] followers, [---] engagements


"@TheASXDegen Yeah part of my hypothesis for $VMM is the importance of REEs in the defence industry @ a time of global re-armament (mindful that they dont currently make up a large market share) will be interesting to see how it unfolds in years ahead https://www.reuters.com/world/china/china-malaysia-talks-rare-earths-refinery-project-sources-say-2025-10-01/ https://www.reuters.com/world/china/china-malaysia-talks-rare-earths-refinery-project-sources-say-2025-10-01/"  
[X Link](https://x.com/HCTroglodyte/status/1973588893481181345)  2025-10-02T03:20Z [---] followers, [---] engagements


"You gotta love to see it your own hypothesis playing out in the media Thesis on ASX: $VMM Write up on Substack: http://bit.ly/46cfojV http://bit.ly/46cfojV"  
[X Link](https://x.com/HCTroglodyte/status/1977256857728434573)  2025-10-12T06:15Z [---] followers, [----] engagements


"@TurtleTrainer1 @theojessreborn My memory might be a bit rusty but I'll provide a brief point of view (happy to be corrected): - MEI's deposit is marginally lower grades and has a slightly higher strip ratio (with lower MREO's - i think) - MEI also might have issues with part of their project"  
[X Link](https://x.com/HCTroglodyte/status/1977321947265687723)  2025-10-12T10:34Z [---] followers, [--] engagements


"@TurtleTrainer1 @theojessreborn (part of their project as in environmental permitting issues) Further I like VMM because of the government backing they've received I think they have a more favourable clay that is easier to mine than MEI's And importantly I think Colossus & $VMM has more growth potential"  
[X Link](https://x.com/HCTroglodyte/status/1977322508262281313)  2025-10-12T10:36Z [---] followers, [---] engagements


"Aside from geopolitics $TNC looking pretty shmick past few days (+40%) Capped @ $60M Paul Cronin led hitting 7m @ 7% not behd Haven't really done much DD on it yet but been on watchlist for a while (discl: not held)"  
[X Link](https://x.com/HCTroglodyte/status/1993978353603248417)  2025-11-27T09:41Z [---] followers, [---] engagements


"Also bleeding on $LDR & $VMM Not all that concerned about either $VMM might just take a bit longer $LDR still cheap as chips but also carries a bit of risk Happy watching for now"  
[X Link](https://x.com/HCTroglodyte/status/1993982663829672284)  2025-11-27T09:58Z [---] followers, [---] engagements


"Portfolio performance for week ending [--] December [----] Closed at +50% (-4% from prev week) Bleeding bad on $VMM the discipline to cut losses is something I am still developing and I believe a firm rule is critical for this Should've sold 70% of $LRV @ $1.40"  
[X Link](https://x.com/HCTroglodyte/status/2002216868585820161)  2025-12-20T03:17Z [---] followers, [----] engagements


"New format for #HCTFundPerformance - [--] Jan. [----] [--]. Screenshotting Commsec will no longer suffice [--]. Cash & CFD weights included in total returns - not measured [--]. Sold $VMM (8%) added $BCM (3%) & $ALR (3%) [--]. 11% of cash deployed on $SLG.V because I'm a gambling man (14%)"  
[X Link](https://x.com/HCTroglodyte/status/2009507488400638347)  2026-01-09T06:08Z [---] followers, [----] engagements


"Bit of reallocation this week: - Sold my $FFM to buy $A1M (Delivering results marketing) - Topped up on $MLX (up 20% in [--] weeks would be rude not to) - $DUN potentially next to be culled Market consensus appears to be moving up the Lassonde curve & I'll follow suit #mintwit"  
[X Link](https://x.com/HCTroglodyte/status/1976088488543179094)  2025-10-09T00:53Z [---] followers, [---] engagements


"Portfolio performance for week ending [--] October [----] Finished at +49% (-3% from previous week) Swapped $FFM for $A1M to maintain Cu exposure (more upside IMO) Main losers today were $LRV $LDR & $WIA (Post market close Silver has gained 3% Gold down -.3%)"  
[X Link](https://x.com/HCTroglodyte/status/1976553188762526152)  2025-10-10T07:39Z [---] followers, [---] engagements


"@BLSHigh I bought $LDR @ .19 very early exploration stage (TAS) link to deck: Just sold their Magwood Project (NSW) to $RCM I regret selling $ASL #CY5 might be worth taking a look @ too. Probs way more but those are ones I'm familiar with atm https://loderesources.com/wp-content/uploads/2025/09/Market-Presentation.pdf https://loderesources.com/wp-content/uploads/2025/09/Market-Presentation.pdf"  
[X Link](https://x.com/HCTroglodyte/status/1977948000950354137)  2025-10-14T04:02Z [---] followers, [---] engagements


"$DUN +11% (glad I didn't cull it) #A1M +6% $LDR +6% Sorry I jinxed $KRM Tomorrow's portfolio recap gonna be a doozy Also #A1M management team are the 🐐🐐🐐Delivering results 💰"  
[X Link](https://x.com/HCTroglodyte/status/1978631403219677582)  2025-10-16T01:17Z [---] followers, [---] engagements


"$GUE & $LITM (53% implied premium @ 0.065/sh) $GUE received a takeover by $LITM on [--] October '25 Market yet to price in takeover offer Effective date "Late Jan/Feb '26" Am I missing something Full deck below: #uranium #MergersAndAcquisitions http://bit.ly/47E5CZQ http://bit.ly/47E5CZQ"  
[X Link](https://x.com/HCTroglodyte/status/1981578311395651666)  2025-10-24T04:27Z [---] followers, [---] engagements


"Portfolio performance for week ending [--] December [----] Closed at +54% (+6% from prev week) $LRV gave up gains $WIA gained #A1M put up points too"  
[X Link](https://x.com/HCTroglodyte/status/1999479353441444114)  2025-12-12T14:00Z [---] followers, [----] engagements


"@Spec_punter I think people are just moving capital elsewhere to other companies that might be lower risk than $LDR ($SMM $ASL $BMC) TAS might prove to be challenging because ESG & the lack of news flow when #Ag is at ATH Not a lot of vol. driving price down"  
[X Link](https://x.com/HCTroglodyte/status/2000052186257207625)  2025-12-14T03:56Z [---] followers, [---] engagements


"$LRV +8% $LDR +11% $BCM +3% "stockpile minerals essential for defense" sure is a fancy way to say the gov is watching FPV drone videos coming out of Ukraine Australia plans to buy and stockpile minerals essential for defense and advanced technologies from domestic mining companies to help strengthen global supply chains https://t.co/IFJN0G0rtZ Australia plans to buy and stockpile minerals essential for defense and advanced technologies from domestic mining companies to help strengthen global supply chains https://t.co/IFJN0G0rtZ"  
[X Link](https://x.com/HCTroglodyte/status/2010621153153601940)  2026-01-12T07:53Z [---] followers, [---] engagements


"$LDR & $LRV got me feeling like John Cena"  
[X Link](https://x.com/HCTroglodyte/status/2011241762258633143)  2026-01-14T00:59Z [---] followers, [---] engagements


"Feeling very bullish on upcoming #A1M Q Costs will be up but margins on Cu Au & Ag looking very attractive relying on spot price movements alone. Expanded plant by EOY could be perfect timing if Cu continues current trend"  
[X Link](https://x.com/HCTroglodyte/status/2011316180926234736)  2026-01-14T05:55Z [---] followers, [---] engagements


"#HCTFundPerformance - [--] Jan. [----] - Biggest movers: $LRV +16% $SLG.V -18% (excl. TSXV session tonight) - $CZR lots of talk of a Director's special for CRC040 (keen to see rest of assays) Despite minor selloff following #Au/#Ag new ATHs (expected) strong performance this week"  
[X Link](https://x.com/HCTroglodyte/status/2012038358189687146)  2026-01-16T05:45Z [---] followers, [---] engagements


"I'm used to blood in the streets gimme more of my speccies on sale i'm itching for it I'll just keep shorting the underlying and making money then i'll close transfer cash to equities and buy the dip Honestly sounds like a skill issue if ur losing money"  
[X Link](https://x.com/HCTroglodyte/status/2018254728610881825)  2026-02-02T09:26Z [---] followers, [--] engagements


"Me whenever $VMM share price goes down. #Normalisemauythaijuniorminingmemes"  
[X Link](https://x.com/HCTroglodyte/status/1972473027414868167)  2025-09-29T01:26Z [---] followers, [---] engagements


"Trimmed $VMM holding from 14% to 8% of portfolio Trending down towards avg price still bullish on fundamentals but would rather reallocate capital to higher performers short term Still liking $LDR scooped up some $DUN as a high risk punt revising $WIA numbers today"  
[X Link](https://x.com/HCTroglodyte/status/1973586493957677389)  2025-10-02T03:11Z [---] followers, [---] engagements


"$VMM never in doubt"  
[X Link](https://x.com/HCTroglodyte/status/2002884140266647599)  2025-12-21T23:29Z [---] followers, [---] engagements


"Dear ASX hurry up and open"  
[X Link](https://x.com/anyuser/status/2015588870654763508)  2026-01-26T00:53Z [---] followers, [---] engagements


"$SLG.V New format for #HCTFundPerformance - [--] Jan. [----] [--]. Screenshotting Commsec will no longer suffice [--]. Cash & CFD weights included in total returns - not measured [--]. Sold $VMM (8%) added $BCM (3%) & $ALR (3%) [--]. 11% of cash deployed on $SLG.V because I'm a gambling man (14%) https://t.co/4IDu6HH6lf New format for #HCTFundPerformance - [--] Jan. [----] [--]. Screenshotting Commsec will no longer suffice [--]. Cash & CFD weights included in total returns - not measured [--]. Sold $VMM (8%) added $BCM (3%) & $ALR (3%) [--]. 11% of cash deployed on $SLG.V because I'm a gambling man (14%)"  
[X Link](https://x.com/anyuser/status/2015934214399820123)  2026-01-26T23:45Z [---] followers, [---] engagements


"Below is specific for artillery systems outlining the common metals found in munitions My RHM & EOS merger analysis showed the significant construction underway in ammo factories in Europe Bullish defence & defence metals Rheinmetalls shares shares have soared more than 1700% since Russias full-scale invasion of Ukraine. As the war drags on and uncertainty in the US-Europe relationship builds an early investor in the company says more defense spending is coming. https://t.co/19DPIjOY4C Rheinmetalls shares shares have soared more than 1700% since Russias full-scale invasion of Ukraine. As the"  
[X Link](https://x.com/HCTroglodyte/status/2016308962493399313)  2026-01-28T00:34Z [---] followers, [---] engagements


"#A1M discussing Q results on call: results and concentrate being @ Jericho just wet to be sold in March. "something of a silver lining boom boom" - Aaron Colleran The man can't control 571mm of rain full confidence in this one"  
[X Link](https://x.com/anyuser/status/2016667462927077443)  2026-01-29T00:19Z [---] followers, [---] engagements


"$DYL lookin @ me (basically only green co. in port today) like i should be averaging up God my newsletter aged like milk"  
[X Link](https://x.com/HCTroglodyte/status/2016700405481427210)  2026-01-29T02:30Z [---] followers, [---] engagements


"Portfolio response to (i honestly don't know but potentially) Trump announcing new fed chair: The vibe of ASX gold juniors this week https://t.co/I0Ve6D61v1 The vibe of ASX gold juniors this week https://t.co/I0Ve6D61v1"  
[X Link](https://x.com/HCTroglodyte/status/2017059903421231442)  2026-01-30T02:18Z [---] followers, [---] engagements


"#HCTFundPerformance - [--] Jan. [----] This week's edition: Call me an ungrateful bastard Added 22% for the week - $SLG.V +118% (15% weighting now 29%) we've now breached the ceiling on position sizes (ref 2nd pic) (1/3)"  
[X Link](https://x.com/anyuser/status/2017114517965328480)  2026-01-30T05:55Z [---] followers, [---] engagements


"Before going to bed I set a take profit on gold short which hit Neat 50% but think I'll need to be pretty aggressive with CFDs over next few weeks to completely offset portfolio losses How I've missed the hedging I expect a selloff this evening off the back of new Fed Chair announcement tonight $WIA & $LRV gave up some gains $DYL added 20% Opened an #Au short position @ $5215 with a s/l @ $5300 no t/p in place (2/3) I expect a selloff this evening off the back of new Fed Chair announcement tonight $WIA & $LRV gave up some gains $DYL added 20% Opened an #Au short position @ $5215 with a s/l @"  
[X Link](https://x.com/anyuser/status/2017394122043396371)  2026-01-31T00:26Z [---] followers, [---] engagements


"Bullish gold 🤔 Right after I closed my short Can a prophet be self proclaimed 🔮 BREAKING: The US OMB confirms a government shutdown will begin at midnight. https://t.co/c4ET2LZ7z2 BREAKING: The US OMB confirms a government shutdown will begin at midnight. https://t.co/c4ET2LZ7z2"  
[X Link](https://x.com/HCTroglodyte/status/2017439148945309994)  2026-01-31T03:25Z [---] followers, [---] engagements


""it's all over the bull rush is done retail got burnt" *Me closing my shorts on Friday night*"  
[X Link](https://x.com/HCTroglodyte/status/2018603191689150868)  2026-02-03T08:31Z [---] followers, [---] engagements

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