#  @LambDownUnder LambDownUnder LambDownUnder posts on X about gold, copper, $gold, $evnax the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1810164251161669632/interactions)  - [--] Week [-----] -81% - [--] Month [------] +36% - [--] Months [-------] +324% - [--] Year [-------] +4,815% ### Mentions: [--] [#](/creator/twitter::1810164251161669632/posts_active)  - [--] Month [--] -58% - [--] Months [---] +337% - [--] Year [---] +3,144% ### Followers: [---] [#](/creator/twitter::1810164251161669632/followers)  - [--] Week [---] -0.19% - [--] Month [---] +12% - [--] Months [---] +104% - [--] Year [---] +1,450% ### CreatorRank: [---------] [#](/creator/twitter::1810164251161669632/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 38.61% [cryptocurrencies](/list/cryptocurrencies) 9.9% [stocks](/list/stocks) 4.95% [countries](/list/countries) 4.95% [currencies](/list/currencies) 2.97% [financial services](/list/financial-services) 0.99% [celebrities](/list/celebrities) 0.99% **Social topic influence** [gold](/topic/gold) 16.83%, [copper](/topic/copper) 12.87%, [$gold](/topic/$gold) 9.9%, [$evnax](/topic/$evnax) 8.91%, [$evn](/topic/$evn) 8.91%, [$coal](/topic/$coal) #8, [bit](/topic/bit) 7.92%, [cash flow](/topic/cash-flow) 7.92%, [$whc](/topic/$whc) 6.93%, [in the](/topic/in-the) 6.93% **Top accounts mentioned or mentioned by** [@realhagetaka](/creator/undefined) [@blshigh](/creator/undefined) [@lukeytrags](/creator/undefined) [@pancaku](/creator/undefined) [@_pancaku_](/creator/undefined) [@grok](/creator/undefined) [@mattmichaelog](/creator/undefined) [@snstrader](/creator/undefined) [@jamessanto18](/creator/undefined) [@derekfranc90653](/creator/undefined) [@debragrobins](/creator/undefined) [@alchemyoffinan1](/creator/undefined) [@colewilson2684](/creator/undefined) [@eagleresa](/creator/undefined) [@immayieldguy](/creator/undefined) [@energywrapau](/creator/undefined) [@asxpeasant](/creator/undefined) [@wilsontrades](/creator/undefined) [@chadw1ckse](/creator/undefined) [@anthony84089043](/creator/undefined) **Top assets mentioned** [Barrick Gold Corp. (GOLD)](/topic/$gold) [Ninja Squad Token (NST)](/topic/$nst) [Alaska Air Group, Inc. (ALK)](/topic/$alk) [Minswap (MIN)](/topic/$min) [BlackRock Inc (BLK)](/topic/blackrock) [Gas (GAS)](/topic/$gas) ### Top Social Posts Top posts by engagements in the last [--] hours "@_Pancaku_ @realhagetaka The only one I'm sad about is $whc. I'm twice as heavy in $yal and $nhc. Whitehaven ran on me before I could top up" [X Link](https://x.com/LambDownUnder/status/2010511511312306306) 2026-01-12T00:37Z [---] followers, [---] engagements "Slow down $WHC.ax I don't mind one bagging already at all but be nice if I had a lot larger position :( $coal waits for no one" [X Link](https://x.com/LambDownUnder/status/2016658304592994715) 2026-01-28T23:43Z [---] followers, [----] engagements "My first nst entry was $7.30. bought a bit more on the way up. Last buy was $16. Been selling puts on way up also. Not quite as heavy as I want. But nst growth profile plus where I think gold price is going this can hit $60 in the next couple of years imo. Shit $min has gone from $15 to $60 in half the time. Different company different drivers etc but Its not outlandish to say nst can double again from here imo https://twitter.com/i/web/status/2022078375008096346 https://twitter.com/i/web/status/2022078375008096346" [X Link](https://x.com/LambDownUnder/status/2022078375008096346) 2026-02-12T22:40Z [---] followers, [--] engagements "@BLSHigh @grok as a percentage of revenue what is silver for $S32.ax (South [--] on ASX) and what is their exposure to other commodities" [X Link](https://x.com/LambDownUnder/status/2003663376690667922) 2025-12-24T03:05Z [---] followers, [---] engagements "Why is there no $coal alarm post on my feed @realhagetaka $whc $nhc $yal" [X Link](https://x.com/LambDownUnder/status/2010506644304888030) 2026-01-12T00:18Z [---] followers, [----] engagements "@sns_trader Not to mention $nhc.ax is still paying nice dividends so you get paid to wait for coal to boom. I have enough but will probably wish I had more" [X Link](https://x.com/LambDownUnder/status/2010642368308134153) 2026-01-12T09:17Z [---] followers, [---] engagements "Companies start reporting next week and looking at largest holding $EVN.ax. At current spot prices ($6850/oz Gold $19.5k/tonne Copper) I have them on a 9.6% Free cashflow yield at $13/share. For H1 following softer Sept Qtr I'm expecting: - Gold price received to be $6400 Cu -$18k/tonne -Net debt to fall by $300M to $360M -AISC to be materially lower than guided (due to copper credits) -Production volumes to be largely inline -Group FCF for H1 to be just shy of $750M -$0.18 H1 dividend. For H2 if current spot prices stay where they are - Net cash position by end of H2 -$1.25B FCF -$0.30 final" [X Link](https://x.com/LambDownUnder/status/2011245451312578968) 2026-01-14T01:14Z [---] followers, [---] engagements "$NHC.ax will be a thing of beauty. Thermal coal on the move as well. You should never buy a company for dividends (especially miners tbh). But if they continue to just mirror [----] pay-outs of circa $0.35 a share fully franked (They have a fat as franking balance of $900M from memory) That is a $0.50 grossed up or an 11.5% yield based on current price of $4.30. Will handily beat your mortgage offset before any cap gains are factored in. I will likely quote this post again in a year when the stock is $6 and I will kick myself for not buying more here. Coal is about a 12% portfolio allocation of" [X Link](https://x.com/LambDownUnder/status/2011250165844492767) 2026-01-14T01:33Z [---] followers, [----] engagements "Clown is my polite word for these people. Years of pushing renewables shutting down dispatchable power in nuclear or coal around the western world driving up energy prices and mostly arguing that renewables are cheaper despite the evidence. Long $coal $nhc $Uranium $PDN Even BlackRock CEO Larry Fink now admits that transitioning to solar and wind will cause a global power shortageafter spending years pressuring companies to do exactly that. The "transition" he advanced has already sabotaged our power supply and raised our electricity bills. https://t.co/wggLJ78xzP Even BlackRock CEO Larry" [X Link](https://x.com/LambDownUnder/status/2013032708486680814) 2026-01-18T23:36Z [---] followers, [---] engagements "And in [----] they will extend it to [----]. Exactly what I do when there's one piece of cake left in the fridge at 9pm. Instead of just admitting I'm eating the whole thing I cut piece by piece. These $coal stations aren't going anywhere. The real plot twist will be when the government loans the Capex for major overhauls in a decade as Origin haven't spent any due to the 'just [--] more years' bullshit making any long term capital decisions impossible. #coaltwitter bros 😜 https://t.co/b6mneKr7g7 #coaltwitter bros 😜 https://t.co/b6mneKr7g7" [X Link](https://x.com/LambDownUnder/status/2013430073320509931) 2026-01-20T01:55Z [---] followers, [----] engagements "$NST.ax quarterly is nothing surprising as it has already put out guidance and cost revisions earlier this month with a conference call. This quarterly conference call certainly had some tensions coming through though with some of the Q&A.(worth a listen imo) Going through some issues but the size of the company is huge and massive life. I commented back in August - [--] following their KCGM review/presentation. Something I don't think is appreciated fully is the stockpiles they have sitting waiting to be processed. 144Mt @ 0.6g/tonne. at 90% recovery thats over 2.5Moz sitting on the stockpile." [X Link](https://x.com/LambDownUnder/status/2014111679366500382) 2026-01-21T23:03Z [---] followers, [---] engagements "@chadw1ckse @Anthony84089043 Exactly why I avoided $boe" [X Link](https://x.com/LambDownUnder/status/2019294356877054099) 2026-02-05T06:17Z [---] followers, [--] engagements "@ChayasClan @visegrad24 This woman (if I can presume that.) needs another lesson with Jordan Peterson" [X Link](https://x.com/LambDownUnder/status/2019387360421822677) 2026-02-05T12:27Z [---] followers, [----] engagements "@JamesSanto18 @ausstockchick I fully agree with this take. Agents add zero value if you are somewhat personable can take photos manage an online listing be responsive and have reasonable expectations" [X Link](https://x.com/LambDownUnder/status/2020440166003888164) 2026-02-08T10:10Z [---] followers, [--] engagements "@ErikSTownsend I severely doubt you are the only one here. I for one fit into the same category and far from alone. If I wanted to watch a dozen millionaires roll around in tight clothes chasing a ball in any other context I'd have some self doubt" [X Link](https://x.com/LambDownUnder/status/2020695140072067310) 2026-02-09T03:03Z [---] followers, [---] engagements "$EVN.ax 20cps. Was a bit ambitious with 25cps. Just more cash on the balance sheet for next half/growth projects. If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine cash flow over the Sep-qtr. $Gold price received was $6200 copper https://t.co/Smmta6IexK If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate." [X Link](https://x.com/LambDownUnder/status/2021353576933863831) 2026-02-10T22:40Z [---] followers, [---] engagements "@DerekFranc90653 100% no man is an island ingestible universe is huge and no one can be across all the details intimately. Not sure if you're the blackdekka Ive conversed with on hot copper before or not either. If so enjoyed your work there too" [X Link](https://x.com/LambDownUnder/status/2022070312737853937) 2026-02-12T22:08Z [---] followers, [--] engagements "@realhagetaka 100% it's outright concerning how many friends/acquaintances etc are outright terrified of the US and refuse to visit. But will simultaneously think the UK is amazingly safe" [X Link](https://x.com/LambDownUnder/status/2022079646649700405) 2026-02-12T22:45Z [---] followers, [--] engagements "@moneyofminepod @JoshYoung $coal $oil $gas $uranium" [X Link](https://x.com/LambDownUnder/status/2022239985794220115) 2026-02-13T09:22Z [---] followers, [---] engagements "@_Pancaku_ 21-22nd Jan $EVN $RRL $NST will report quarterly results and likely Half year dividends. Expecting solid numbers. Especially from $EVN.ax given its copper by product" [X Link](https://x.com/LambDownUnder/status/2010700279784861746) 2026-01-12T13:07Z [---] followers, [---] engagements "@DebraG_Robins And leading into a heavy reporting week for miners to boot. $rrl $nst $evn" [X Link](https://x.com/LambDownUnder/status/2013539755888373801) 2026-01-20T09:11Z [---] followers, [---] engagements "Surely be grandfathered in. Be a big rush to buy as many assets as possible before it gets cut. Would also shift a lot of people to start buying things inside a company structure and get taxed 25-30% instead of the 35% that personal will attract (75% * 45% ) as opposed to the 23.5% it does not (50% * 47%). But it will sell well to voters who don't understand how taxation works and want gov to do something" [X Link](https://x.com/LambDownUnder/status/2019314832500285914) 2026-02-05T07:39Z [---] followers, [----] engagements "For those asking why Trump pretends not to care about Epstein the answer is the Streisand Effect. The Dems/MSM wouldnt touch the Epstein story with a [--] foot pole for decades so we had to bait the Left into caring about Epstein. We had to dangle the Trump carrot and the https://t.co/CfX1oQBPMu For those asking why Trump pretends not to care about Epstein the answer is the Streisand Effect. The Dems/MSM wouldnt touch the Epstein story with a [--] foot pole for decades so we had to bait the Left into caring about Epstein. We had to dangle the Trump carrot and the https://t.co/CfX1oQBPMu" [X Link](https://x.com/LambDownUnder/status/2021476858945208633) 2026-02-11T06:50Z [---] followers, [--] engagements "And Australia is largely following the same playbook unfortunately The British Establishment has a simple rule: The problem is never the problem. The problem is people who dare to point out the problem. Grooming gangs illegal immigration terrorism men in women's prisons Net Zero. Same playbook every time: "racist" "denier" "Nazi". The British Establishment has a simple rule: The problem is never the problem. The problem is people who dare to point out the problem. Grooming gangs illegal immigration terrorism men in women's prisons Net Zero. Same playbook every time: "racist" "denier" "Nazi"" [X Link](https://x.com/LambDownUnder/status/2022049532679508120) 2026-02-12T20:45Z [---] followers, [---] engagements "Literally anyone saw coming. Its been the same way in the US any time the words 'Gun laws' are mentioned. The fact 'experts' cant predict this incredibly obvious reaction speaks volumes for how utterly braindead the majority of our government polices are. Second order effects" [X Link](https://x.com/LambDownUnder/status/2022461694027747708) 2026-02-14T00:03Z [---] followers, [--] engagements "But but tariffs and inflation. Let the man cook a bit. He has earnt it" [X Link](https://x.com/LambDownUnder/status/2022466322681205063) 2026-02-14T00:22Z [---] followers, [--] engagements "@todd_hannigan @van00sa Well said" [X Link](https://x.com/LambDownUnder/status/2022572242815848770) 2026-02-14T07:22Z [---] followers, [---] engagements "Under appreciated perspective tbh The Left compares their own civilisation with utopia and therefore hates it. The Right compares their own civilisation with barbarism and therefore loves it. The Left compares their own civilisation with utopia and therefore hates it. The Right compares their own civilisation with barbarism and therefore loves it" [X Link](https://x.com/LambDownUnder/status/2022768292323299564) 2026-02-14T20:21Z [---] followers, [--] engagements "Is that the end of sub $5 prices for $yal.ax $coal Is $nhc.ax soon to follow and days of being able to acquire sub $4 numbered" [X Link](https://x.com/LambDownUnder/status/2002891070750015573) 2025-12-21T23:56Z [---] followers, [---] engagements "I feel attacked. So you wanna be a value investor Punch yourself in the dick right now. If you enjoyed the pain congrats you have what it takes to be a value investor. So you wanna be a value investor Punch yourself in the dick right now. If you enjoyed the pain congrats you have what it takes to be a value investor" [X Link](https://x.com/LambDownUnder/status/2022301316589277639) 2026-02-13T13:26Z [---] followers, [--] engagements "@AlchemyofFinan1 @LukeyTrags I don't own enough. But if we start hitting those numbers what I have will become enough" [X Link](https://x.com/LambDownUnder/status/2022505980798685572) 2026-02-14T02:59Z [---] followers, [--] engagements "Also known as the reverse Australia. Every bit as brain-dead. The Netherlands unrealized capital gains tax does not apply to real estate. As a result investors are incentivized to shift capital from financial markets into income properties. This puts additional upward pressure on housing prices. The Dutch government has managed to The Netherlands unrealized capital gains tax does not apply to real estate. As a result investors are incentivized to shift capital from financial markets into income properties. This puts additional upward pressure on housing prices. The Dutch government has" [X Link](https://x.com/LambDownUnder/status/2023210647086109180) 2026-02-16T01:39Z [---] followers, [---] engagements "What the hell $yal.ax I liked my top up sub $5 but what triggered this move today" [X Link](https://x.com/LambDownUnder/status/2018915879992566059) 2026-02-04T05:13Z [---] followers, [----] engagements "RT @grey4626: WHATTTTTTTTTTT THE FUCK IS THIS Something we already know and have fucking known. But the left. Lol. Fucking idiots t" [X Link](https://x.com/LambDownUnder/status/2021062327907615194) 2026-02-10T03:23Z [---] followers, 10.4K engagements "$PDN getting more rungs on the board with a couple of consistent quarters and still improving towards the 6mtpa design and on target to hit this FY target of 4.5mtpa. More consistency and we should see the share price drift higher in the very high volatility $Uranium sector. To add to this while down from the highs the short interest is still around 9% of the float considering we are at [--] week highs these may need to be closed if we start to go much higher. May last year we were around $4. We are now around $12. Expect some chop between $10 and $15 for a while imo. Volatility is the price we" [X Link](https://x.com/LambDownUnder/status/2022300501103255934) 2026-02-13T13:23Z [---] followers, [---] engagements "Why the fuck is chess illegal Things that are legal in Islam-controlled Afghanistan: Slavery Child marriage Cousin marriage Killing infidels Sexual violence against kids Beating children (just dont break bones or tear skin) Things that are illegal: Chess Women being visible from windows Things that are legal in Islam-controlled Afghanistan: Slavery Child marriage Cousin marriage Killing infidels Sexual violence against kids Beating children (just dont break bones or tear skin) Things that are illegal: Chess Women being visible from windows" [X Link](https://x.com/LambDownUnder/status/2022784439315751263) 2026-02-14T21:26Z [---] followers, [---] engagements "@LukeyTrags In the short space I'm watching $PDN. Down a bit from highs but still 9%. After the stock has tripled from the lows of last year" [X Link](https://x.com/LambDownUnder/status/2023229843333316861) 2026-02-16T02:55Z [---] followers, [---] engagements "The $coal names keep on chugging. $whc.ax outperforming. This was $4.30 in April. I have some regrets not adding more exposure then" [X Link](https://x.com/LambDownUnder/status/1996359568243454259) 2025-12-03T23:23Z [---] followers, [---] engagements "What's going on with $yal.ax today" [X Link](https://x.com/LambDownUnder/status/2000772238878888024) 2025-12-16T03:37Z [---] followers, [---] engagements "Fuck it. Bought some more $YAL.ax today" [X Link](https://x.com/LambDownUnder/status/2001432835396108746) 2025-12-17T23:22Z [---] followers, [---] engagements "@LukeyTrags Bought more $yal.ax today. Let's go" [X Link](https://x.com/LambDownUnder/status/2001601075384819950) 2025-12-18T10:30Z [---] followers, [---] engagements "@sns_trader I find it hard to find many 'pure' copper producers on the ASX. Either small developers multi-commodity companies (like bhp) or otherwise copper isn't a majority of their revenue but copper is easier to play than silver I guess" [X Link](https://x.com/LambDownUnder/status/2002652053357858864) 2025-12-21T08:07Z [---] followers, [---] engagements "So selling calls on $IGO.AX is starting to look dumb. Running far harder than I thought it would" [X Link](https://x.com/LambDownUnder/status/2002889145673494748) 2025-12-21T23:49Z [---] followers, [---] engagements "@patrickadownes Not buying $pls.ax is a regret I have. I was looking at it and almost pulled the trigger at $1.15 around the same time you posted about entering. It has ripped far harder and faster than I thought it would and I never chased it" [X Link](https://x.com/LambDownUnder/status/2004408556792303807) 2025-12-26T04:26Z [---] followers, [---] engagements "@BLSHigh South [--] produce a lot but its not significant to their bottom line. Its not a good derivative for silver exposure. Unfortunately its slim pickings for an almost pure silver play that derives most of its revenue from silver" [X Link](https://x.com/LambDownUnder/status/2004411073483755862) 2025-12-26T04:36Z [---] followers, [--] engagements "Close enough to end of QTR/half year to start running the ruler roughly over some holdings. $EVN.ax still has the 50% of free cashflow div policy. My napkin math model says that for average realised prices for the quarter of $6400/oz for $gold and $17500 for $copper Free cashflow should be $540M. Adding in September QTR FCF of $196M should yield a dividend of $0.19. Will be watching working capital movements closely for normalisation. Importantly headline AISC will look great and should decrease relative to guidance provided $EVN comes close to production targets. Copper up substantially and" [X Link](https://x.com/LambDownUnder/status/2005244086912246140) 2025-12-28T11:47Z [---] followers, [---] engagements "@respeculator I have been sleeping on my coal names a bit lately tbh coking coal up to $218/tonne. Where was my spare cash and balls to buy more $WHC sub $6" [X Link](https://x.com/LambDownUnder/status/2006951561013113219) 2026-01-02T04:51Z [---] followers, [----] engagements "Wasn't great at all. Particularly given how much earlier this could have been advised to the market rather than waiting to qtr end. But provided it's a once off and $NST management can demonstrate its resolved going forward this will be a good opportunity to add exposure imo. Conference call Monday will be interesting. I'm broadly expecting flat cashflow/margins for the Dec QTR. Increased aisc offset by higher gold price. Hedge book rolling off and hemi in the pipeline if you have a timeline of a couple yrs you should be fairly safe here. I sold some puts here." [X Link](https://x.com/LambDownUnder/status/2006987560971808990) 2026-01-02T07:14Z [---] followers, [---] engagements "@BLSHigh $Boe is a pile of dogshit I wouldn't touch with my neighbours pole atm. $Nst is a massive miner producing well over 1.5moz a year with oodles of Oz on the ground. Completely incomparable. Buy $nst and forget about it for a year or 2" [X Link](https://x.com/LambDownUnder/status/2007968448429883903) 2026-01-05T00:12Z [---] followers, [---] engagements "@colewilson2684 @Eagleresa $NST First became a holder in mid [----] at $7.30" [X Link](https://x.com/LambDownUnder/status/2008272804916195792) 2026-01-05T20:22Z [---] followers, [---] engagements "@_Pancaku_ Those [--] companies are 50% of my portfolio. Gold is 63% in total" [X Link](https://x.com/LambDownUnder/status/2010700973854109731) 2026-01-12T13:10Z [---] followers, [--] engagements "@_Pancaku_ Fancy looking charts. I'm kicking tyres at $STO atm. Any thoughts I have some $WDS in my super. I almost took a bite out of S32 at $3. Wanted $2.80 though and I typically avoid the big diversified a little. I like my miners pure to manage each commodity a bit independently" [X Link](https://x.com/LambDownUnder/status/2010708956700930330) 2026-01-12T13:42Z [---] followers, [---] engagements "Hey @MorningstarInc You've forgotten to take your meds again. Let's check in next week once last quarter numbers are out. $EVN.ax" [X Link](https://x.com/LambDownUnder/status/2013035003890782480) 2026-01-18T23:45Z [---] followers, [---] engagements "@BLSHigh This isn't to shit on you not many have a lower opinion of $BGL management than me. But did you close your short Still holding" [X Link](https://x.com/LambDownUnder/status/2013478966590394579) 2026-01-20T05:09Z [---] followers, [---] engagements "$EVN.AX $PDN.ax Given recent moves I want the former to outperform the latter" [X Link](https://x.com/LambDownUnder/status/2013718743591845967) 2026-01-20T21:02Z [---] followers, [---] engagements "If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine cash flow over the Sep-qtr. $Gold price received was $6200 copper $19.2k/tonne Given $evn policy of paying out 50% of cashflows we could be looking at a $0.25 for the half. Harvest mode $evn. Well done. If the market hates this and tanks I'll probably delete this post. (and buy the dip) The below is from $EVN last QTR (Jun) results. This time last year they were making $561/Oz. When this" [X Link](https://x.com/LambDownUnder/status/2013733243611422758) 2026-01-20T21:59Z [---] followers, [---] engagements "I haven't read $PDN.ax $PDN.tx in detail but first glance the numbers look good across the board. $Uranium. I'm less sure on how much of this already priced in or expected but there is still 12.5% of the float short. This report should scare a few more into closing. Up: Mining volumes Processing Sales Grade Recovery Realised price Down Costs. "The Company expects the full year production to trend towards the upper end of the guidance range of [---] to 4.4Mlb UO. " I may regret partially trimming my position a couple of weeks ago. https://twitter.com/i/web/status/2013738746882203960" [X Link](https://x.com/LambDownUnder/status/2013738746882203960) 2026-01-20T22:21Z [---] followers, [---] engagements "And the market also liked it $EVN.ax By far my largest position and it just keeps delivering. If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine cash flow over the Sep-qtr. $Gold price received was $6200 copper https://t.co/Smmta6IexK If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine" [X Link](https://x.com/LambDownUnder/status/2013754812085542939) 2026-01-20T23:25Z [---] followers, [---] engagements "@ImmaYieldGuy I didn't buy enough $whc is my only regret" [X Link](https://x.com/LambDownUnder/status/2013828119497458084) 2026-01-21T04:16Z [---] followers, [---] engagements "@ImmaYieldGuy Oh and this parcel of $whc" [X Link](https://x.com/LambDownUnder/status/2013828456778543404) 2026-01-21T04:18Z [---] followers, [---] engagements "And to those that think the goldies are running too hard. $Gold price received last quarter was largely $6250 for unhedged producers. Spot is currently an extra $1000 higher today. Pure profit and margin expansion. $EVN.ax group cash flow will jump from $412M in Dec qtr (already a double from September) to over $600M. A quarter. And that assumes that spot price doesn't continue to rise further from here. https://x.com/LambDownUnder/status/2013733243611422758s=20 https://x.com/LambDownUnder/status/2013733243611422758s=20" [X Link](https://x.com/LambDownUnder/status/2013847500126622157) 2026-01-21T05:33Z [---] followers, [---] engagements "@realhagetaka @hsiuchinchen168 @mattmichaelOG @LukeyTrags $whc $13 marker. I'll have to tell the wife i have to head out to site for a few days or some such 'flexibility' with the truth" [X Link](https://x.com/LambDownUnder/status/2013936782048637401) 2026-01-21T11:28Z [---] followers, [---] engagements "I need my $coal stocks to start acting like $gold stocks. Bring in some volatility. Where are the 10% down days that you can trade with. Even bagging $whc already but it's been a fairly gentle glide higher" [X Link](https://x.com/LambDownUnder/status/2014473532001136760) 2026-01-22T23:01Z [---] followers, [---] engagements "$Gold is literally going up $1000 (AUD) a quarter. Mining stocks are still cheap based on cashflows from [--] Quarters ago when gold was $5500/oz" [X Link](https://x.com/LambDownUnder/status/2014519900065407003) 2026-01-23T02:05Z [---] followers, [---] engagements "@bowtiedstocks I understand some schools are rubbish. But are the private schools really worth it for that kind of dosh Like over a [--] year schooling that's over half a propadee. Giving your kid at [--] half a propadee worth of assets (more with compounding) is surely better" [X Link](https://x.com/LambDownUnder/status/2014635422442525108) 2026-01-23T09:44Z [---] followers, [----] engagements "Some businesses don't lend themselves to growth unfortunately. I'm thinking about infrastructure assets here. I agree with the main premise that you shouldnt chase dividends purely because you want cashflow. A dividend is preferable to poor investment decisions by management. Now thinking of all the dogshit investments some mining companies have made in the past and how a dividend would have been a far better option for shareholders. https://twitter.com/i/web/status/2015544680428245207 https://twitter.com/i/web/status/2015544680428245207" [X Link](https://x.com/LambDownUnder/status/2015544680428245207) 2026-01-25T21:57Z [---] followers, [--] engagements "@Zpizzle1 @realpeteyb123 I'm as much of a silver bug as a lot. But it won't be money and realistically is fairly plentiful. The issue is that most is mined as by product. Silver has too many industrial uses to be a reserve or money on any scale imo" [X Link](https://x.com/LambDownUnder/status/2015882097945383282) 2026-01-26T20:18Z [---] followers, [--] engagements "@_Pancaku_ I should have grabbed more in hindsight. But as a sector I'm already overweight in gold and trying to force some discipline. I took my $GOR profits and put into it. I am still salty about that takeover" [X Link](https://x.com/LambDownUnder/status/2015969293129941273) 2026-01-27T02:05Z [---] followers, [--] engagements "@garysavage1 @Daveinthenorth2 Japan ran a current account surplus for decades. The US does not. It is the reserve currency which has its own benefits but every road runs out eventually and nothing lasts forever" [X Link](https://x.com/LambDownUnder/status/2016273841681793256) 2026-01-27T22:15Z [---] followers, [--] engagements "@realhagetaka @MrJohnnyRainman Where did you find it was cheapest to buy it" [X Link](https://x.com/LambDownUnder/status/2016371167104553319) 2026-01-28T04:42Z [---] followers, [--] engagements "@Satire_Maybe @ausbtcclub Trapped between a rock and a hard place. The only thing I would say is they have enabled such reckless spending and contributing to our fiscal situation by holding rates in general lower than they would be in a free market. But even then it's global and the RBA is a tiny boat" [X Link](https://x.com/LambDownUnder/status/2016455837091594395) 2026-01-28T10:18Z [---] followers, [--] engagements "We first touched $7000 AUD for $GOLD. Last Friday. [--] trading days ago. Here we are and have tagged $7600. That $600 is about the entirety of miner margins back in [----]. Now they are expanding their margins 100% of [----] levels in [--] days. Absolutely wild. $Silver $163" [X Link](https://x.com/LambDownUnder/status/2016602902903783464) 2026-01-28T20:02Z [---] followers, [----] engagements "Absolutely wild. $gold $silver Half of fintwit will dance on the grave and say the commodities bull is over. The other half will bitch and moan about manipulation. While the move is insane anyone could see it was getting frothy but to me the larger macro hasn't changed. Haven't just found a new copper mine.be interesting to see how this flows through to the physical side. If you didn't sell the top I wouldn't sell now though. https://twitter.com/i/web/status/2017314401267908622 https://twitter.com/i/web/status/2017314401267908622" [X Link](https://x.com/LambDownUnder/status/2017314401267908622) 2026-01-30T19:10Z [---] followers, [---] engagements "@realhagetaka @EnergyWrapAU Of all the things I regret getting the jibby jab is near the top. Never wanted it argued it. But I also didn't think it was that bad and be akin to a flu shot (which I never got anyway tbh). Had too much trust in the medical profession. Pissed away that credibility now" [X Link](https://x.com/LambDownUnder/status/2017729008646164759) 2026-01-31T22:37Z [---] followers, [--] engagements "@_Pancaku_ @EnergyWrapAU I'm less convinced of gas. I don't understand the market well enough to be fair. It doesn't always follow oil directly. Concerned about political moves against gas companies on the ASX as well. They will be the scapegoat for high electric prices" [X Link](https://x.com/LambDownUnder/status/2017834843602829719) 2026-02-01T05:38Z [---] followers, [--] engagements "@LukeyTrags @asxpeasant Should have specified fwd FCF. No one buys coal (or any commodity) miners because they expect the price of coal to stay stagnant" [X Link](https://x.com/LambDownUnder/status/2017908763639054752) 2026-02-01T10:31Z [---] followers, [--] engagements "@LukeyTrags @asxpeasant I fear due to portfolio weighting alone my coal gains are not going to outweigh my gold losses tomorrow" [X Link](https://x.com/LambDownUnder/status/2017910349203488797) 2026-02-01T10:38Z [---] followers, [--] engagements "@matt_barrie @DavidShoebridge The gold price is too low" [X Link](https://x.com/LambDownUnder/status/2018231769225629931) 2026-02-02T07:55Z [---] followers, [---] engagements "@ozziesap Given the transactional costs with property and understand re does feel top heavy did you consider holding for the cashflow Particularly if you bought some time ago" [X Link](https://x.com/LambDownUnder/status/2018811669112352825) 2026-02-03T22:19Z [---] followers, [---] engagements "Commodity bull market wen. Welcome to the new world order https://t.co/1jZKRlXc19 Welcome to the new world order https://t.co/1jZKRlXc19" [X Link](https://x.com/LambDownUnder/status/2018931337017913622) 2026-02-04T06:15Z [---] followers, [---] engagements "@wilson_trades Thanks. Inevitable really much further to run yet" [X Link](https://x.com/LambDownUnder/status/2018941168353206386) 2026-02-04T06:54Z [---] followers, [---] engagements "@wilson_trades No wonder $yal moved the most given its ownership structure. Though $nhc and the other names popped a bit too" [X Link](https://x.com/LambDownUnder/status/2018944381181718770) 2026-02-04T07:07Z [---] followers, [---] engagements "Yer lose negative gearing benefits. How silly of me to think of investments that only return a positive return on cash. Propadee🚀 I do wonder if they will reduce CGT discount across all assets or if it will just be a reduction for property. How do property investment trusts and reits then work See risks/loopholes/gaps everywhere. https://twitter.com/i/web/status/2019320006908289395 https://twitter.com/i/web/status/2019320006908289395" [X Link](https://x.com/LambDownUnder/status/2019320006908289395) 2026-02-05T07:59Z [---] followers, [---] engagements "Would be bloody nice. Who loses Childcare industry. my heart bleeds. https://t.co/bk0kBqeEly https://t.co/bk0kBqeEly" [X Link](https://x.com/LambDownUnder/status/2019547625255796897) 2026-02-05T23:04Z [---] followers, [---] engagements "@Ruycorto $evn is underappreciated for its copper" [X Link](https://x.com/LambDownUnder/status/1996351412641608107) 2025-12-03T22:50Z [---] followers, [---] engagements "@DebraG_Robins @BLSHigh I sincerely hope so. I don't want another forced buy out the capital gains bill plus removing exposure in the midst of a gold bull. I'm also underweight $NST.ax relative to what I want to be. Probably should balance internally within my miners" [X Link](https://x.com/LambDownUnder/status/2002906959360753824) 2025-12-22T01:00Z [---] followers, [--] engagements "$NST.ax bought Pogo in [----]. I would hope/assume the model is robust by now. If not that this is a very isolated incident and doesn't necessitate a JORC update. Total reserve grade as at last year is indeed 7.2g/t. KCGM they broke a crusher over the xmas period. Shit happens and I can look through it. The detail around Pogo I am more concerned about not alarmed/panicked but will be monitoring for further context around it. https://twitter.com/i/web/status/2008123928083153039 https://twitter.com/i/web/status/2008123928083153039" [X Link](https://x.com/LambDownUnder/status/2008123928083153039) 2026-01-05T10:30Z [---] followers, [---] engagements "@Eagleresa @colewilson2684 @RR_Stars I hold a lot more $EVN and $RRL. The copper is a solid addition for $EVN as well. Moved my Gold road profits into $ALK" [X Link](https://x.com/LambDownUnder/status/2008287128933793977) 2026-01-05T21:18Z [---] followers, [---] engagements "Yer. Very comfortable with my $EVN holding. Average $3.30. I would like to see some growth prospects in its pipeline a little more but there's a time to make money. Management impress me. I do own a little BC8 in my super. $ALK is a play on their Boda deposit for me. It's attractively priced (or was) just on its producing mines rolling out of its hedges and some scope to with their [--] mines to move towards 180-200koz over next few years. Like getting a call option on Boda for free. Right next door to Cadia for potential sale if they can prove it up more and get a DFS done in next couple of" [X Link](https://x.com/LambDownUnder/status/2008301784633381308) 2026-01-05T22:17Z [---] followers, [---] engagements "Highest so far* $gold $Silver $140 $aud $AUD Gold hits $7k 💥 $AUD Gold hits $7k 💥" [X Link](https://x.com/LambDownUnder/status/2013041454093082991) 2026-01-19T00:10Z [---] followers, [---] engagements "@mattmichaelOG 100% long $evn and forget about it. Check back on your fund performance in [--] months" [X Link](https://x.com/LambDownUnder/status/2013929603488981310) 2026-01-21T11:00Z [---] followers, [--] engagements "For a company of $evn size definitely. Also why I don't dick around with explorers/developers too much. The producers offer enough movement/value for me with lower dilution/execution risk https://twitter.com/i/web/status/2014037574269218822 https://twitter.com/i/web/status/2014037574269218822" [X Link](https://x.com/LambDownUnder/status/2014037574269218822) 2026-01-21T18:09Z [---] followers, [--] engagements "I've sold puts on VAU a couple of times. I haven't deep dived into their books but they look solid to me. I dont see large differences between the valuations of most producers tbh. Rising tide will lift all boats a bit. $ALK is probably the producer i see with most potential upside from here though. https://twitter.com/i/web/status/2015959574948544738 https://twitter.com/i/web/status/2015959574948544738" [X Link](https://x.com/LambDownUnder/status/2015959574948544738) 2026-01-27T01:26Z [---] followers, [--] engagements "@grok @realhagetaka @BLSHigh Yer i know they sold a lot of coal but I still would have thought it more than copper tbh. Shows how much attention I've been paying to bhp. I may need to revisit" [X Link](https://x.com/LambDownUnder/status/2016045235877642363) 2026-01-27T07:06Z [---] followers, [--] engagements "@grok @realhagetaka @BLSHigh While you're on the job what % of revenue comes from uranium for Olympic dam. I.e. $evn uses by product copper credits but about 30% of its revenue still comes from copper" [X Link](https://x.com/LambDownUnder/status/2016046524099440801) 2026-01-27T07:12Z [---] followers, [--] engagements "@uraniumfilledb1 Holy shit bro well done. Crazy heavy in the sector. I only have PDN but your return womps mine. 1000%. Have you ever trimmed any" [X Link](https://x.com/LambDownUnder/status/2016467145329455164) 2026-01-28T11:03Z [---] followers, [---] engagements "Agree. My first entry was $13.50 so not great (assigned on options) but added a fair bit more lower so my average isn't horrible (is compared to yours though). Taken some off here unfortunately just to get rid of that higher initial parcel. I remember looking at either Boe or pdn for uranium and I'm damn pleased I chose what I did. Director selling for $boe concerned me" [X Link](https://x.com/LambDownUnder/status/2016640343241084935) 2026-01-28T22:31Z [---] followers, [--] engagements "@mattmichaelOG If you blow up based on the stocks you're holding I'll be right there with you with zero sharing commiserations. $PDN is down 9% but its current price was a [--] month high less than [--] weeks ago. Other stocks are similar" [X Link](https://x.com/LambDownUnder/status/2019362744726929623) 2026-02-05T10:49Z [---] followers, [---] engagements "And they will sit on it forever. I don't know what the end game is with $TBR and $RND and it all seems incredibly opaque. Well over half the register is so tightly held I'm not sure what to make of the structure. Out of curiosity they had the same inventory value back in [----] with costs at $1277/oz. I wasn't going to go back further in time but even taking the $1277/oz cost that's 156koz or market value of almost $900M today. I have a large holding in $EVN so somewhat intertwined slightly with $TBR/ $RND and I cant make a case for realising the value despite how much it has on its books." [X Link](https://x.com/LambDownUnder/status/1970085685379162615) 2025-09-22T11:20Z [---] followers, [---] engagements "$WHC.ax $5M left of the buy back to go. Proposed end date is 31st March Watching price action closely from here. Buy back of even $1M isn't likely material in context of typical $35M daily turnover but its absence may motivate some sellers. Will see https://twitter.com/i/web/status/1987676315869475093 https://twitter.com/i/web/status/1987676315869475093" [X Link](https://x.com/LambDownUnder/status/1987676315869475093) 2025-11-10T00:18Z [---] followers, [---] engagements "Hard to disagree with that and I do own $WHC.ax for coke (underweight unfortunately) and I have some concerns with natural gas swap out. I understand its not an instant switch over but prolonged cheaper gas prices will displace thermal coal. I'm bullish on the entire energy complex generally. Coal gas oil lithium uranium and associated base metals for build out. $NHC is a bit of a bottom drawer stock for me. I'm not expecting multi bags but a nice steady income stream with a little capital growth. If it can beat 10% a year all in from these levels I'm ok with it. Where do you see it heading" [X Link](https://x.com/LambDownUnder/status/2011418160608551285) 2026-01-14T12:40Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LambDownUnder LambDownUnder
LambDownUnder posts on X about gold, copper, $gold, $evnax the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -81%
- [--] Month [------] +36%
- [--] Months [-------] +324%
- [--] Year [-------] +4,815%
Mentions: [--] #
- [--] Month [--] -58%
- [--] Months [---] +337%
- [--] Year [---] +3,144%
Followers: [---] #
- [--] Week [---] -0.19%
- [--] Month [---] +12%
- [--] Months [---] +104%
- [--] Year [---] +1,450%
CreatorRank: [---------] #
Social Influence
Social category influence finance 38.61% cryptocurrencies 9.9% stocks 4.95% countries 4.95% currencies 2.97% financial services 0.99% celebrities 0.99%
Social topic influence gold 16.83%, copper 12.87%, $gold 9.9%, $evnax 8.91%, $evn 8.91%, $coal #8, bit 7.92%, cash flow 7.92%, $whc 6.93%, in the 6.93%
Top accounts mentioned or mentioned by @realhagetaka @blshigh @lukeytrags @pancaku @pancaku @grok @mattmichaelog @snstrader @jamessanto18 @derekfranc90653 @debragrobins @alchemyoffinan1 @colewilson2684 @eagleresa @immayieldguy @energywrapau @asxpeasant @wilsontrades @chadw1ckse @anthony84089043
Top assets mentioned Barrick Gold Corp. (GOLD) Ninja Squad Token (NST) Alaska Air Group, Inc. (ALK) Minswap (MIN) BlackRock Inc (BLK) Gas (GAS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Pancaku @realhagetaka The only one I'm sad about is $whc. I'm twice as heavy in $yal and $nhc. Whitehaven ran on me before I could top up"
X Link 2026-01-12T00:37Z [---] followers, [---] engagements
"Slow down $WHC.ax I don't mind one bagging already at all but be nice if I had a lot larger position :( $coal waits for no one"
X Link 2026-01-28T23:43Z [---] followers, [----] engagements
"My first nst entry was $7.30. bought a bit more on the way up. Last buy was $16. Been selling puts on way up also. Not quite as heavy as I want. But nst growth profile plus where I think gold price is going this can hit $60 in the next couple of years imo. Shit $min has gone from $15 to $60 in half the time. Different company different drivers etc but Its not outlandish to say nst can double again from here imo https://twitter.com/i/web/status/2022078375008096346 https://twitter.com/i/web/status/2022078375008096346"
X Link 2026-02-12T22:40Z [---] followers, [--] engagements
"@BLSHigh @grok as a percentage of revenue what is silver for $S32.ax (South [--] on ASX) and what is their exposure to other commodities"
X Link 2025-12-24T03:05Z [---] followers, [---] engagements
"Why is there no $coal alarm post on my feed @realhagetaka $whc $nhc $yal"
X Link 2026-01-12T00:18Z [---] followers, [----] engagements
"@sns_trader Not to mention $nhc.ax is still paying nice dividends so you get paid to wait for coal to boom. I have enough but will probably wish I had more"
X Link 2026-01-12T09:17Z [---] followers, [---] engagements
"Companies start reporting next week and looking at largest holding $EVN.ax. At current spot prices ($6850/oz Gold $19.5k/tonne Copper) I have them on a 9.6% Free cashflow yield at $13/share. For H1 following softer Sept Qtr I'm expecting: - Gold price received to be $6400 Cu -$18k/tonne -Net debt to fall by $300M to $360M -AISC to be materially lower than guided (due to copper credits) -Production volumes to be largely inline -Group FCF for H1 to be just shy of $750M -$0.18 H1 dividend. For H2 if current spot prices stay where they are - Net cash position by end of H2 -$1.25B FCF -$0.30 final"
X Link 2026-01-14T01:14Z [---] followers, [---] engagements
"$NHC.ax will be a thing of beauty. Thermal coal on the move as well. You should never buy a company for dividends (especially miners tbh). But if they continue to just mirror [----] pay-outs of circa $0.35 a share fully franked (They have a fat as franking balance of $900M from memory) That is a $0.50 grossed up or an 11.5% yield based on current price of $4.30. Will handily beat your mortgage offset before any cap gains are factored in. I will likely quote this post again in a year when the stock is $6 and I will kick myself for not buying more here. Coal is about a 12% portfolio allocation of"
X Link 2026-01-14T01:33Z [---] followers, [----] engagements
"Clown is my polite word for these people. Years of pushing renewables shutting down dispatchable power in nuclear or coal around the western world driving up energy prices and mostly arguing that renewables are cheaper despite the evidence. Long $coal $nhc $Uranium $PDN Even BlackRock CEO Larry Fink now admits that transitioning to solar and wind will cause a global power shortageafter spending years pressuring companies to do exactly that. The "transition" he advanced has already sabotaged our power supply and raised our electricity bills. https://t.co/wggLJ78xzP Even BlackRock CEO Larry"
X Link 2026-01-18T23:36Z [---] followers, [---] engagements
"And in [----] they will extend it to [----]. Exactly what I do when there's one piece of cake left in the fridge at 9pm. Instead of just admitting I'm eating the whole thing I cut piece by piece. These $coal stations aren't going anywhere. The real plot twist will be when the government loans the Capex for major overhauls in a decade as Origin haven't spent any due to the 'just [--] more years' bullshit making any long term capital decisions impossible. #coaltwitter bros 😜 https://t.co/b6mneKr7g7 #coaltwitter bros 😜 https://t.co/b6mneKr7g7"
X Link 2026-01-20T01:55Z [---] followers, [----] engagements
"$NST.ax quarterly is nothing surprising as it has already put out guidance and cost revisions earlier this month with a conference call. This quarterly conference call certainly had some tensions coming through though with some of the Q&A.(worth a listen imo) Going through some issues but the size of the company is huge and massive life. I commented back in August - [--] following their KCGM review/presentation. Something I don't think is appreciated fully is the stockpiles they have sitting waiting to be processed. 144Mt @ 0.6g/tonne. at 90% recovery thats over 2.5Moz sitting on the stockpile."
X Link 2026-01-21T23:03Z [---] followers, [---] engagements
"@chadw1ckse @Anthony84089043 Exactly why I avoided $boe"
X Link 2026-02-05T06:17Z [---] followers, [--] engagements
"@ChayasClan @visegrad24 This woman (if I can presume that.) needs another lesson with Jordan Peterson"
X Link 2026-02-05T12:27Z [---] followers, [----] engagements
"@JamesSanto18 @ausstockchick I fully agree with this take. Agents add zero value if you are somewhat personable can take photos manage an online listing be responsive and have reasonable expectations"
X Link 2026-02-08T10:10Z [---] followers, [--] engagements
"@ErikSTownsend I severely doubt you are the only one here. I for one fit into the same category and far from alone. If I wanted to watch a dozen millionaires roll around in tight clothes chasing a ball in any other context I'd have some self doubt"
X Link 2026-02-09T03:03Z [---] followers, [---] engagements
"$EVN.ax 20cps. Was a bit ambitious with 25cps. Just more cash on the balance sheet for next half/growth projects. If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine cash flow over the Sep-qtr. $Gold price received was $6200 copper https://t.co/Smmta6IexK If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate."
X Link 2026-02-10T22:40Z [---] followers, [---] engagements
"@DerekFranc90653 100% no man is an island ingestible universe is huge and no one can be across all the details intimately. Not sure if you're the blackdekka Ive conversed with on hot copper before or not either. If so enjoyed your work there too"
X Link 2026-02-12T22:08Z [---] followers, [--] engagements
"@realhagetaka 100% it's outright concerning how many friends/acquaintances etc are outright terrified of the US and refuse to visit. But will simultaneously think the UK is amazingly safe"
X Link 2026-02-12T22:45Z [---] followers, [--] engagements
"@moneyofminepod @JoshYoung $coal $oil $gas $uranium"
X Link 2026-02-13T09:22Z [---] followers, [---] engagements
"@Pancaku 21-22nd Jan $EVN $RRL $NST will report quarterly results and likely Half year dividends. Expecting solid numbers. Especially from $EVN.ax given its copper by product"
X Link 2026-01-12T13:07Z [---] followers, [---] engagements
"@DebraG_Robins And leading into a heavy reporting week for miners to boot. $rrl $nst $evn"
X Link 2026-01-20T09:11Z [---] followers, [---] engagements
"Surely be grandfathered in. Be a big rush to buy as many assets as possible before it gets cut. Would also shift a lot of people to start buying things inside a company structure and get taxed 25-30% instead of the 35% that personal will attract (75% * 45% ) as opposed to the 23.5% it does not (50% * 47%). But it will sell well to voters who don't understand how taxation works and want gov to do something"
X Link 2026-02-05T07:39Z [---] followers, [----] engagements
"For those asking why Trump pretends not to care about Epstein the answer is the Streisand Effect. The Dems/MSM wouldnt touch the Epstein story with a [--] foot pole for decades so we had to bait the Left into caring about Epstein. We had to dangle the Trump carrot and the https://t.co/CfX1oQBPMu For those asking why Trump pretends not to care about Epstein the answer is the Streisand Effect. The Dems/MSM wouldnt touch the Epstein story with a [--] foot pole for decades so we had to bait the Left into caring about Epstein. We had to dangle the Trump carrot and the https://t.co/CfX1oQBPMu"
X Link 2026-02-11T06:50Z [---] followers, [--] engagements
"And Australia is largely following the same playbook unfortunately The British Establishment has a simple rule: The problem is never the problem. The problem is people who dare to point out the problem. Grooming gangs illegal immigration terrorism men in women's prisons Net Zero. Same playbook every time: "racist" "denier" "Nazi". The British Establishment has a simple rule: The problem is never the problem. The problem is people who dare to point out the problem. Grooming gangs illegal immigration terrorism men in women's prisons Net Zero. Same playbook every time: "racist" "denier" "Nazi""
X Link 2026-02-12T20:45Z [---] followers, [---] engagements
"Literally anyone saw coming. Its been the same way in the US any time the words 'Gun laws' are mentioned. The fact 'experts' cant predict this incredibly obvious reaction speaks volumes for how utterly braindead the majority of our government polices are. Second order effects"
X Link 2026-02-14T00:03Z [---] followers, [--] engagements
"But but tariffs and inflation. Let the man cook a bit. He has earnt it"
X Link 2026-02-14T00:22Z [---] followers, [--] engagements
"@todd_hannigan @van00sa Well said"
X Link 2026-02-14T07:22Z [---] followers, [---] engagements
"Under appreciated perspective tbh The Left compares their own civilisation with utopia and therefore hates it. The Right compares their own civilisation with barbarism and therefore loves it. The Left compares their own civilisation with utopia and therefore hates it. The Right compares their own civilisation with barbarism and therefore loves it"
X Link 2026-02-14T20:21Z [---] followers, [--] engagements
"Is that the end of sub $5 prices for $yal.ax $coal Is $nhc.ax soon to follow and days of being able to acquire sub $4 numbered"
X Link 2025-12-21T23:56Z [---] followers, [---] engagements
"I feel attacked. So you wanna be a value investor Punch yourself in the dick right now. If you enjoyed the pain congrats you have what it takes to be a value investor. So you wanna be a value investor Punch yourself in the dick right now. If you enjoyed the pain congrats you have what it takes to be a value investor"
X Link 2026-02-13T13:26Z [---] followers, [--] engagements
"@AlchemyofFinan1 @LukeyTrags I don't own enough. But if we start hitting those numbers what I have will become enough"
X Link 2026-02-14T02:59Z [---] followers, [--] engagements
"Also known as the reverse Australia. Every bit as brain-dead. The Netherlands unrealized capital gains tax does not apply to real estate. As a result investors are incentivized to shift capital from financial markets into income properties. This puts additional upward pressure on housing prices. The Dutch government has managed to The Netherlands unrealized capital gains tax does not apply to real estate. As a result investors are incentivized to shift capital from financial markets into income properties. This puts additional upward pressure on housing prices. The Dutch government has"
X Link 2026-02-16T01:39Z [---] followers, [---] engagements
"What the hell $yal.ax I liked my top up sub $5 but what triggered this move today"
X Link 2026-02-04T05:13Z [---] followers, [----] engagements
"RT @grey4626: WHATTTTTTTTTTT THE FUCK IS THIS Something we already know and have fucking known. But the left. Lol. Fucking idiots t"
X Link 2026-02-10T03:23Z [---] followers, 10.4K engagements
"$PDN getting more rungs on the board with a couple of consistent quarters and still improving towards the 6mtpa design and on target to hit this FY target of 4.5mtpa. More consistency and we should see the share price drift higher in the very high volatility $Uranium sector. To add to this while down from the highs the short interest is still around 9% of the float considering we are at [--] week highs these may need to be closed if we start to go much higher. May last year we were around $4. We are now around $12. Expect some chop between $10 and $15 for a while imo. Volatility is the price we"
X Link 2026-02-13T13:23Z [---] followers, [---] engagements
"Why the fuck is chess illegal Things that are legal in Islam-controlled Afghanistan: Slavery Child marriage Cousin marriage Killing infidels Sexual violence against kids Beating children (just dont break bones or tear skin) Things that are illegal: Chess Women being visible from windows Things that are legal in Islam-controlled Afghanistan: Slavery Child marriage Cousin marriage Killing infidels Sexual violence against kids Beating children (just dont break bones or tear skin) Things that are illegal: Chess Women being visible from windows"
X Link 2026-02-14T21:26Z [---] followers, [---] engagements
"@LukeyTrags In the short space I'm watching $PDN. Down a bit from highs but still 9%. After the stock has tripled from the lows of last year"
X Link 2026-02-16T02:55Z [---] followers, [---] engagements
"The $coal names keep on chugging. $whc.ax outperforming. This was $4.30 in April. I have some regrets not adding more exposure then"
X Link 2025-12-03T23:23Z [---] followers, [---] engagements
"What's going on with $yal.ax today"
X Link 2025-12-16T03:37Z [---] followers, [---] engagements
"Fuck it. Bought some more $YAL.ax today"
X Link 2025-12-17T23:22Z [---] followers, [---] engagements
"@LukeyTrags Bought more $yal.ax today. Let's go"
X Link 2025-12-18T10:30Z [---] followers, [---] engagements
"@sns_trader I find it hard to find many 'pure' copper producers on the ASX. Either small developers multi-commodity companies (like bhp) or otherwise copper isn't a majority of their revenue but copper is easier to play than silver I guess"
X Link 2025-12-21T08:07Z [---] followers, [---] engagements
"So selling calls on $IGO.AX is starting to look dumb. Running far harder than I thought it would"
X Link 2025-12-21T23:49Z [---] followers, [---] engagements
"@patrickadownes Not buying $pls.ax is a regret I have. I was looking at it and almost pulled the trigger at $1.15 around the same time you posted about entering. It has ripped far harder and faster than I thought it would and I never chased it"
X Link 2025-12-26T04:26Z [---] followers, [---] engagements
"@BLSHigh South [--] produce a lot but its not significant to their bottom line. Its not a good derivative for silver exposure. Unfortunately its slim pickings for an almost pure silver play that derives most of its revenue from silver"
X Link 2025-12-26T04:36Z [---] followers, [--] engagements
"Close enough to end of QTR/half year to start running the ruler roughly over some holdings. $EVN.ax still has the 50% of free cashflow div policy. My napkin math model says that for average realised prices for the quarter of $6400/oz for $gold and $17500 for $copper Free cashflow should be $540M. Adding in September QTR FCF of $196M should yield a dividend of $0.19. Will be watching working capital movements closely for normalisation. Importantly headline AISC will look great and should decrease relative to guidance provided $EVN comes close to production targets. Copper up substantially and"
X Link 2025-12-28T11:47Z [---] followers, [---] engagements
"@respeculator I have been sleeping on my coal names a bit lately tbh coking coal up to $218/tonne. Where was my spare cash and balls to buy more $WHC sub $6"
X Link 2026-01-02T04:51Z [---] followers, [----] engagements
"Wasn't great at all. Particularly given how much earlier this could have been advised to the market rather than waiting to qtr end. But provided it's a once off and $NST management can demonstrate its resolved going forward this will be a good opportunity to add exposure imo. Conference call Monday will be interesting. I'm broadly expecting flat cashflow/margins for the Dec QTR. Increased aisc offset by higher gold price. Hedge book rolling off and hemi in the pipeline if you have a timeline of a couple yrs you should be fairly safe here. I sold some puts here."
X Link 2026-01-02T07:14Z [---] followers, [---] engagements
"@BLSHigh $Boe is a pile of dogshit I wouldn't touch with my neighbours pole atm. $Nst is a massive miner producing well over 1.5moz a year with oodles of Oz on the ground. Completely incomparable. Buy $nst and forget about it for a year or 2"
X Link 2026-01-05T00:12Z [---] followers, [---] engagements
"@colewilson2684 @Eagleresa $NST First became a holder in mid [----] at $7.30"
X Link 2026-01-05T20:22Z [---] followers, [---] engagements
"@Pancaku Those [--] companies are 50% of my portfolio. Gold is 63% in total"
X Link 2026-01-12T13:10Z [---] followers, [--] engagements
"@Pancaku Fancy looking charts. I'm kicking tyres at $STO atm. Any thoughts I have some $WDS in my super. I almost took a bite out of S32 at $3. Wanted $2.80 though and I typically avoid the big diversified a little. I like my miners pure to manage each commodity a bit independently"
X Link 2026-01-12T13:42Z [---] followers, [---] engagements
"Hey @MorningstarInc You've forgotten to take your meds again. Let's check in next week once last quarter numbers are out. $EVN.ax"
X Link 2026-01-18T23:45Z [---] followers, [---] engagements
"@BLSHigh This isn't to shit on you not many have a lower opinion of $BGL management than me. But did you close your short Still holding"
X Link 2026-01-20T05:09Z [---] followers, [---] engagements
"$EVN.AX $PDN.ax Given recent moves I want the former to outperform the latter"
X Link 2026-01-20T21:02Z [---] followers, [---] engagements
"If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine cash flow over the Sep-qtr. $Gold price received was $6200 copper $19.2k/tonne Given $evn policy of paying out 50% of cashflows we could be looking at a $0.25 for the half. Harvest mode $evn. Well done. If the market hates this and tanks I'll probably delete this post. (and buy the dip) The below is from $EVN last QTR (Jun) results. This time last year they were making $561/Oz. When this"
X Link 2026-01-20T21:59Z [---] followers, [---] engagements
"I haven't read $PDN.ax $PDN.tx in detail but first glance the numbers look good across the board. $Uranium. I'm less sure on how much of this already priced in or expected but there is still 12.5% of the float short. This report should scare a few more into closing. Up: Mining volumes Processing Sales Grade Recovery Realised price Down Costs. "The Company expects the full year production to trend towards the upper end of the guidance range of [---] to 4.4Mlb UO. " I may regret partially trimming my position a couple of weeks ago. https://twitter.com/i/web/status/2013738746882203960"
X Link 2026-01-20T22:21Z [---] followers, [---] engagements
"And the market also liked it $EVN.ax By far my largest position and it just keeps delivering. If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine cash flow over the Sep-qtr. $Gold price received was $6200 copper https://t.co/Smmta6IexK If there's one page from $EVN.ax quarterly report it's this one. Net debt reduced by nearly $500M in the quarter. They will be fully debt free by the end of March comfortably at this rate. Doubled net mine"
X Link 2026-01-20T23:25Z [---] followers, [---] engagements
"@ImmaYieldGuy I didn't buy enough $whc is my only regret"
X Link 2026-01-21T04:16Z [---] followers, [---] engagements
"@ImmaYieldGuy Oh and this parcel of $whc"
X Link 2026-01-21T04:18Z [---] followers, [---] engagements
"And to those that think the goldies are running too hard. $Gold price received last quarter was largely $6250 for unhedged producers. Spot is currently an extra $1000 higher today. Pure profit and margin expansion. $EVN.ax group cash flow will jump from $412M in Dec qtr (already a double from September) to over $600M. A quarter. And that assumes that spot price doesn't continue to rise further from here. https://x.com/LambDownUnder/status/2013733243611422758s=20 https://x.com/LambDownUnder/status/2013733243611422758s=20"
X Link 2026-01-21T05:33Z [---] followers, [---] engagements
"@realhagetaka @hsiuchinchen168 @mattmichaelOG @LukeyTrags $whc $13 marker. I'll have to tell the wife i have to head out to site for a few days or some such 'flexibility' with the truth"
X Link 2026-01-21T11:28Z [---] followers, [---] engagements
"I need my $coal stocks to start acting like $gold stocks. Bring in some volatility. Where are the 10% down days that you can trade with. Even bagging $whc already but it's been a fairly gentle glide higher"
X Link 2026-01-22T23:01Z [---] followers, [---] engagements
"$Gold is literally going up $1000 (AUD) a quarter. Mining stocks are still cheap based on cashflows from [--] Quarters ago when gold was $5500/oz"
X Link 2026-01-23T02:05Z [---] followers, [---] engagements
"@bowtiedstocks I understand some schools are rubbish. But are the private schools really worth it for that kind of dosh Like over a [--] year schooling that's over half a propadee. Giving your kid at [--] half a propadee worth of assets (more with compounding) is surely better"
X Link 2026-01-23T09:44Z [---] followers, [----] engagements
"Some businesses don't lend themselves to growth unfortunately. I'm thinking about infrastructure assets here. I agree with the main premise that you shouldnt chase dividends purely because you want cashflow. A dividend is preferable to poor investment decisions by management. Now thinking of all the dogshit investments some mining companies have made in the past and how a dividend would have been a far better option for shareholders. https://twitter.com/i/web/status/2015544680428245207 https://twitter.com/i/web/status/2015544680428245207"
X Link 2026-01-25T21:57Z [---] followers, [--] engagements
"@Zpizzle1 @realpeteyb123 I'm as much of a silver bug as a lot. But it won't be money and realistically is fairly plentiful. The issue is that most is mined as by product. Silver has too many industrial uses to be a reserve or money on any scale imo"
X Link 2026-01-26T20:18Z [---] followers, [--] engagements
"@Pancaku I should have grabbed more in hindsight. But as a sector I'm already overweight in gold and trying to force some discipline. I took my $GOR profits and put into it. I am still salty about that takeover"
X Link 2026-01-27T02:05Z [---] followers, [--] engagements
"@garysavage1 @Daveinthenorth2 Japan ran a current account surplus for decades. The US does not. It is the reserve currency which has its own benefits but every road runs out eventually and nothing lasts forever"
X Link 2026-01-27T22:15Z [---] followers, [--] engagements
"@realhagetaka @MrJohnnyRainman Where did you find it was cheapest to buy it"
X Link 2026-01-28T04:42Z [---] followers, [--] engagements
"@Satire_Maybe @ausbtcclub Trapped between a rock and a hard place. The only thing I would say is they have enabled such reckless spending and contributing to our fiscal situation by holding rates in general lower than they would be in a free market. But even then it's global and the RBA is a tiny boat"
X Link 2026-01-28T10:18Z [---] followers, [--] engagements
"We first touched $7000 AUD for $GOLD. Last Friday. [--] trading days ago. Here we are and have tagged $7600. That $600 is about the entirety of miner margins back in [----]. Now they are expanding their margins 100% of [----] levels in [--] days. Absolutely wild. $Silver $163"
X Link 2026-01-28T20:02Z [---] followers, [----] engagements
"Absolutely wild. $gold $silver Half of fintwit will dance on the grave and say the commodities bull is over. The other half will bitch and moan about manipulation. While the move is insane anyone could see it was getting frothy but to me the larger macro hasn't changed. Haven't just found a new copper mine.be interesting to see how this flows through to the physical side. If you didn't sell the top I wouldn't sell now though. https://twitter.com/i/web/status/2017314401267908622 https://twitter.com/i/web/status/2017314401267908622"
X Link 2026-01-30T19:10Z [---] followers, [---] engagements
"@realhagetaka @EnergyWrapAU Of all the things I regret getting the jibby jab is near the top. Never wanted it argued it. But I also didn't think it was that bad and be akin to a flu shot (which I never got anyway tbh). Had too much trust in the medical profession. Pissed away that credibility now"
X Link 2026-01-31T22:37Z [---] followers, [--] engagements
"@Pancaku @EnergyWrapAU I'm less convinced of gas. I don't understand the market well enough to be fair. It doesn't always follow oil directly. Concerned about political moves against gas companies on the ASX as well. They will be the scapegoat for high electric prices"
X Link 2026-02-01T05:38Z [---] followers, [--] engagements
"@LukeyTrags @asxpeasant Should have specified fwd FCF. No one buys coal (or any commodity) miners because they expect the price of coal to stay stagnant"
X Link 2026-02-01T10:31Z [---] followers, [--] engagements
"@LukeyTrags @asxpeasant I fear due to portfolio weighting alone my coal gains are not going to outweigh my gold losses tomorrow"
X Link 2026-02-01T10:38Z [---] followers, [--] engagements
"@matt_barrie @DavidShoebridge The gold price is too low"
X Link 2026-02-02T07:55Z [---] followers, [---] engagements
"@ozziesap Given the transactional costs with property and understand re does feel top heavy did you consider holding for the cashflow Particularly if you bought some time ago"
X Link 2026-02-03T22:19Z [---] followers, [---] engagements
"Commodity bull market wen. Welcome to the new world order https://t.co/1jZKRlXc19 Welcome to the new world order https://t.co/1jZKRlXc19"
X Link 2026-02-04T06:15Z [---] followers, [---] engagements
"@wilson_trades Thanks. Inevitable really much further to run yet"
X Link 2026-02-04T06:54Z [---] followers, [---] engagements
"@wilson_trades No wonder $yal moved the most given its ownership structure. Though $nhc and the other names popped a bit too"
X Link 2026-02-04T07:07Z [---] followers, [---] engagements
"Yer lose negative gearing benefits. How silly of me to think of investments that only return a positive return on cash. Propadee🚀 I do wonder if they will reduce CGT discount across all assets or if it will just be a reduction for property. How do property investment trusts and reits then work See risks/loopholes/gaps everywhere. https://twitter.com/i/web/status/2019320006908289395 https://twitter.com/i/web/status/2019320006908289395"
X Link 2026-02-05T07:59Z [---] followers, [---] engagements
"Would be bloody nice. Who loses Childcare industry. my heart bleeds. https://t.co/bk0kBqeEly https://t.co/bk0kBqeEly"
X Link 2026-02-05T23:04Z [---] followers, [---] engagements
"@Ruycorto $evn is underappreciated for its copper"
X Link 2025-12-03T22:50Z [---] followers, [---] engagements
"@DebraG_Robins @BLSHigh I sincerely hope so. I don't want another forced buy out the capital gains bill plus removing exposure in the midst of a gold bull. I'm also underweight $NST.ax relative to what I want to be. Probably should balance internally within my miners"
X Link 2025-12-22T01:00Z [---] followers, [--] engagements
"$NST.ax bought Pogo in [----]. I would hope/assume the model is robust by now. If not that this is a very isolated incident and doesn't necessitate a JORC update. Total reserve grade as at last year is indeed 7.2g/t. KCGM they broke a crusher over the xmas period. Shit happens and I can look through it. The detail around Pogo I am more concerned about not alarmed/panicked but will be monitoring for further context around it. https://twitter.com/i/web/status/2008123928083153039 https://twitter.com/i/web/status/2008123928083153039"
X Link 2026-01-05T10:30Z [---] followers, [---] engagements
"@Eagleresa @colewilson2684 @RR_Stars I hold a lot more $EVN and $RRL. The copper is a solid addition for $EVN as well. Moved my Gold road profits into $ALK"
X Link 2026-01-05T21:18Z [---] followers, [---] engagements
"Yer. Very comfortable with my $EVN holding. Average $3.30. I would like to see some growth prospects in its pipeline a little more but there's a time to make money. Management impress me. I do own a little BC8 in my super. $ALK is a play on their Boda deposit for me. It's attractively priced (or was) just on its producing mines rolling out of its hedges and some scope to with their [--] mines to move towards 180-200koz over next few years. Like getting a call option on Boda for free. Right next door to Cadia for potential sale if they can prove it up more and get a DFS done in next couple of"
X Link 2026-01-05T22:17Z [---] followers, [---] engagements
"Highest so far* $gold $Silver $140 $aud $AUD Gold hits $7k 💥 $AUD Gold hits $7k 💥"
X Link 2026-01-19T00:10Z [---] followers, [---] engagements
"@mattmichaelOG 100% long $evn and forget about it. Check back on your fund performance in [--] months"
X Link 2026-01-21T11:00Z [---] followers, [--] engagements
"For a company of $evn size definitely. Also why I don't dick around with explorers/developers too much. The producers offer enough movement/value for me with lower dilution/execution risk https://twitter.com/i/web/status/2014037574269218822 https://twitter.com/i/web/status/2014037574269218822"
X Link 2026-01-21T18:09Z [---] followers, [--] engagements
"I've sold puts on VAU a couple of times. I haven't deep dived into their books but they look solid to me. I dont see large differences between the valuations of most producers tbh. Rising tide will lift all boats a bit. $ALK is probably the producer i see with most potential upside from here though. https://twitter.com/i/web/status/2015959574948544738 https://twitter.com/i/web/status/2015959574948544738"
X Link 2026-01-27T01:26Z [---] followers, [--] engagements
"@grok @realhagetaka @BLSHigh Yer i know they sold a lot of coal but I still would have thought it more than copper tbh. Shows how much attention I've been paying to bhp. I may need to revisit"
X Link 2026-01-27T07:06Z [---] followers, [--] engagements
"@grok @realhagetaka @BLSHigh While you're on the job what % of revenue comes from uranium for Olympic dam. I.e. $evn uses by product copper credits but about 30% of its revenue still comes from copper"
X Link 2026-01-27T07:12Z [---] followers, [--] engagements
"@uraniumfilledb1 Holy shit bro well done. Crazy heavy in the sector. I only have PDN but your return womps mine. 1000%. Have you ever trimmed any"
X Link 2026-01-28T11:03Z [---] followers, [---] engagements
"Agree. My first entry was $13.50 so not great (assigned on options) but added a fair bit more lower so my average isn't horrible (is compared to yours though). Taken some off here unfortunately just to get rid of that higher initial parcel. I remember looking at either Boe or pdn for uranium and I'm damn pleased I chose what I did. Director selling for $boe concerned me"
X Link 2026-01-28T22:31Z [---] followers, [--] engagements
"@mattmichaelOG If you blow up based on the stocks you're holding I'll be right there with you with zero sharing commiserations. $PDN is down 9% but its current price was a [--] month high less than [--] weeks ago. Other stocks are similar"
X Link 2026-02-05T10:49Z [---] followers, [---] engagements
"And they will sit on it forever. I don't know what the end game is with $TBR and $RND and it all seems incredibly opaque. Well over half the register is so tightly held I'm not sure what to make of the structure. Out of curiosity they had the same inventory value back in [----] with costs at $1277/oz. I wasn't going to go back further in time but even taking the $1277/oz cost that's 156koz or market value of almost $900M today. I have a large holding in $EVN so somewhat intertwined slightly with $TBR/ $RND and I cant make a case for realising the value despite how much it has on its books."
X Link 2025-09-22T11:20Z [---] followers, [---] engagements
"$WHC.ax $5M left of the buy back to go. Proposed end date is 31st March Watching price action closely from here. Buy back of even $1M isn't likely material in context of typical $35M daily turnover but its absence may motivate some sellers. Will see https://twitter.com/i/web/status/1987676315869475093 https://twitter.com/i/web/status/1987676315869475093"
X Link 2025-11-10T00:18Z [---] followers, [---] engagements
"Hard to disagree with that and I do own $WHC.ax for coke (underweight unfortunately) and I have some concerns with natural gas swap out. I understand its not an instant switch over but prolonged cheaper gas prices will displace thermal coal. I'm bullish on the entire energy complex generally. Coal gas oil lithium uranium and associated base metals for build out. $NHC is a bit of a bottom drawer stock for me. I'm not expecting multi bags but a nice steady income stream with a little capital growth. If it can beat 10% a year all in from these levels I'm ok with it. Where do you see it heading"
X Link 2026-01-14T12:40Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing