# ![@MrJoshPatrick Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::561873059.png) @MrJoshPatrick Josh Patrick

Josh Patrick posts on X about $pls, $mdi, $min, $mns the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::561873059/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::561873059/c:line/m:interactions.svg)

- [--] Week [-----] -87%
- [--] Month [------] -38%
- [--] Months [------] +187%
- [--] Year [------] -18%

### Mentions: [--] [#](/creator/twitter::561873059/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::561873059/c:line/m:posts_active.svg)

- [--] Month [--] -67%
- [--] Months [--] -7%
- [--] Year [---] -16%

### Followers: [------] [#](/creator/twitter::561873059/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::561873059/c:line/m:followers.svg)

- [--] Week [-----] +0.25%
- [--] Month [-----] +1.40%
- [--] Months [-----] +4.70%
- [--] Year [-----] +6.70%

### CreatorRank: [---------] [#](/creator/twitter::561873059/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::561873059/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [agencies](/list/agencies)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$pls](/topic/$pls), [$mdi](/topic/$mdi), [$min](/topic/$min), [$mns](/topic/$mns), [$vml](/topic/$vml), [vml](/topic/vml), [$ake](/topic/$ake), [$ess](/topic/$ess), [$dvp](/topic/$dvp), [china](/topic/china)

**Top assets mentioned**
[Pulsechain (PLS)](/topic/$pls) [Medicle (MDI)](/topic/$mdi) [Minswap (MIN)](/topic/$min) [AKEDO (AKE)](/topic/$ake) [Earth [--] Essence (ESS)](/topic/$ess) [Alien Base (ALB)](/topic/$alb) [Ridotto (RDT)](/topic/$rdt) [ZINC (ZINC)](/topic/$zinc) [Chasm (CAI)](/topic/$cai) [BHP Group Limited (BHP)](/topic/$bhp) [Realio Network (RIO)](/topic/$rio) [CargoX (CXO)](/topic/$cxo) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitgesell (BGL)](/topic/$bgl) [Credit Suisse Group (CS)](/topic/$cs) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Livent Corporation (LTHM)](/topic/$lthm) [ResMed Inc. (RMD)](/topic/$rmd) [Aston Villa Fan Token (AVL)](/topic/$avl) [BULL FROG (BOA)](/topic/$boa) [Metagenomi Technologies, LLC (MGX)](/topic/$mgx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Agreed. This paves the way for emerging Li battery cell manufacturers that prioritise safety first like @im3_ny $MNS to service the #EV industry. Thanks for your post JC. https://t.co/tNFSFKRtcm [--]. It will cost $1.8 billion. [--]. GM "will pursue reimbursement from LG." [--]. Apparently #GM is being much tougher than #Hyundai with #LG. [--]. Will this affect LGs credibility as a reliable #lithium-ion battery supplier https://t.co/tNFSFKRtcm [--]. It will cost $1.8 billion. [--]. GM "will pursue reimbursement from LG." [--]. Apparently #GM is being much tougher than #Hyundai with #LG. [--]. Will this affect LGs"  
[X Link](https://x.com/MrJoshPatrick/status/1429243045484974081)  2021-08-22T00:44Z [----] followers, [--] engagements


"Worth keeping an eye on $VML I was DDing the Van Eck Rare Earth EFT $REMX ( $REGB LN) ( $VVMX GY) and found the following: "All REEs who generate or will generate 50% revenue from sales." That means $VML/ $VTMXF @vital_metals gets in any day now. a 3-5% weighting there will give us 5X in a month or less. I was DDing the Van Eck Rare Earth EFT $REMX ( $REGB LN) ( $VVMX GY) and found the following: "All REEs who generate or will generate 50% revenue from sales." That means $VML/ $VTMXF @vital_metals gets in any day now. a 3-5% weighting there will give us 5X in a month or less"  
[X Link](https://x.com/MrJoshPatrick/status/1452817853761998848)  2021-10-26T02:02Z [----] followers, [--] engagements


"$AVL weekly Congrats to the believers who bought in 2020"  
[X Link](https://x.com/MrJoshPatrick/status/1490663976094470146)  2022-02-07T12:29Z [----] followers, [--] engagements


"$VML A few different perspectives. The next few days will be telling"  
[X Link](https://x.com/MrJoshPatrick/status/1508385908592037894)  2022-03-28T10:09Z [----] followers, [--] engagements


"$AVL just sayin' $AVL still sitting in that pocket. If you can nab it closer to 3.3c not a bad entry IMHO. https://t.co/FVR7oaULoj $AVL still sitting in that pocket. If you can nab it closer to 3.3c not a bad entry IMHO. https://t.co/FVR7oaULoj"  
[X Link](https://x.com/MrJoshPatrick/status/1509099572429164544)  2022-03-30T09:25Z [----] followers, [--] engagements


"$AVL was it something I said +32% today (not held but Im envious) $AVL just sayin' https://t.co/GjeX2xoSx5 $AVL just sayin' https://t.co/GjeX2xoSx5"  
[X Link](https://x.com/MrJoshPatrick/status/1509417299182514181)  2022-03-31T06:28Z [----] followers, [--] engagements


"$VML Thoughts $VML Golden cross. Gap up on big volume. https://t.co/AHQsC6msBW $VML Golden cross. Gap up on big volume. https://t.co/AHQsC6msBW"  
[X Link](https://x.com/MrJoshPatrick/status/1512016127978704898)  2022-04-07T10:35Z [----] followers, [--] engagements


"$VML $VTMXF @vital_metals"  
[X Link](https://x.com/MrJoshPatrick/status/1516897050767806464)  2022-04-20T21:50Z [----] followers, [--] engagements


"$VML $VTMXF @vital_metals formally enters the EV supply chain in Europe"  
[X Link](https://x.com/MrJoshPatrick/status/1517288716850860032)  2022-04-21T23:46Z [----] followers, [---] engagements


"$VML otc ticker $VTMXF pumps to the equivalent of 9.2c AUD overnight on the back of the REEtec offtake news"  
[X Link](https://x.com/MrJoshPatrick/status/1517614017920978944)  2022-04-22T21:19Z [----] followers, [---] engagements


"$SPX 50EMA about to cross the 200EMA"  
[X Link](https://x.com/MrJoshPatrick/status/1520721983142461440)  2022-05-01T11:09Z [----] followers, [--] engagements


"$VML $VTMXF Flag pattern forming 50EMA might stem the bleeding. If not down to the 200EMA"  
[X Link](https://x.com/MrJoshPatrick/status/1521408455407407104)  2022-05-03T08:36Z [----] followers, [--] engagements


"$VML 4.2c Chart looking interesting again. Recent cap raise around this level"  
[X Link](https://x.com/MrJoshPatrick/status/1561565063852351489)  2022-08-22T04:04Z [----] followers, [--] engagements


"$COPPER feels like its at a pivotal moment. Caught between the threat of interest rates hikes and the reality of dwindling global inventories. Which direction is next for #copper If tonights US cpi print is a miss to this downside #copper should (in theory) rip. Hoping to see a move above $3.70 🙏 https://t.co/je8fPZXTZA If tonights US cpi print is a miss to this downside #copper should (in theory) rip. Hoping to see a move above $3.70 🙏 https://t.co/je8fPZXTZA"  
[X Link](https://x.com/MrJoshPatrick/status/1569959523368206336)  2022-09-14T08:01Z [----] followers, [--] engagements


"$ESS Pioneer Dome scoping study underway met test work results soon. Financing and offtake agreements to follow"  
[X Link](https://x.com/MrJoshPatrick/status/1574162154877382658)  2022-09-25T22:21Z [----] followers, [--] engagements


"$ESS 43.5c coiling and sitting just above the 200EMA I took a few more this morning. Big Q4 of news flow. Pivot from central banks around the world could help too 🤞"  
[X Link](https://x.com/MrJoshPatrick/status/1577098592635846656)  2022-10-04T00:49Z [----] followers, [--] engagements


"$PLS BMX pre-auction bid US$7830/dmt Prices hitting ATH after ATH. This bodes well for all Aussie spod concentrate producers and developers"  
[X Link](https://x.com/MrJoshPatrick/status/1582151475140399104)  2022-10-17T23:28Z [----] followers, [--] engagements


"$ESS OTC ticker up 30% overnight on huge volume [------] vs avg [----] Heating up"  
[X Link](https://x.com/MrJoshPatrick/status/1585039270133174273)  2022-10-25T22:43Z [----] followers, [--] engagements


"$ESS extension drilling result exactly as expected - not much down dip. Those who know the company already knew this. Gap down unwarranted. Reckon it might get filled at some stage Let's see"  
[X Link](https://x.com/MrJoshPatrick/status/1585429814991032320)  2022-10-27T00:34Z [----] followers, [--] engagements


"$ESS 49.5c That gap up to 54c is looking attractive. Big news flow between now and Jan: [--]. Scoping Study [--]. Finance/offtake partner/s"  
[X Link](https://x.com/MrJoshPatrick/status/1589476458573213696)  2022-11-07T04:34Z [----] followers, [--] engagements


"$JRV 41c back to a key support zone after a capital raising Should consolidate here. Now fully funded to bring all three projects online"  
[X Link](https://x.com/MrJoshPatrick/status/1592017547624591361)  2022-11-14T04:52Z [----] followers, [--] engagements


"$ESS new #lithium targets acquired Offtake and finance for the existing JORC resource to be announced in December 👌"  
[X Link](https://x.com/MrJoshPatrick/status/1592651692935647233)  2022-11-15T22:52Z [----] followers, [--] engagements


"Capital intensity of new #lithium projects currently in the pipeline expressed as capex/annual LCE production $LLL $LTR $CXO $AGY $LKE $GLN $LPI $PLL $AKE $VUL $ASN $AVZ"  
[X Link](https://x.com/MrJoshPatrick/status/1592768651161403392)  2022-11-16T06:36Z [----] followers, [--] engagements


"$PLS Battery Material Exchange sees spodumene concentrate hit $8575/dmt on an SC6.0% pro rata basis. Lithium prices are at all time high"  
[X Link](https://x.com/MrJoshPatrick/status/1592821799162908674)  2022-11-16T10:08Z [----] followers, [--] engagements


"$ESS 30c Im in here. 8.6Mt indicated @ 1.2Mt throughput/annum = [--] year life of mine approx 160-180ktpa concentrate. Sitting just above long term support on the chart with scoping study due Jan"  
[X Link](https://x.com/MrJoshPatrick/status/1605055375136653312)  2022-12-20T04:19Z [----] followers, [----] engagements


"Interesting cross doji on $ESS on solid volume today after yesterdays carnage. Some indecision by the market at this level 🤔"  
[X Link](https://x.com/MrJoshPatrick/status/1605466650257788928)  2022-12-21T07:34Z [----] followers, [---] engagements


"$RDT on the turn Sitting just below cap raise price"  
[X Link](https://x.com/MrJoshPatrick/status/1605740800918577153)  2022-12-22T01:43Z [----] followers, [---] engagements


"Q1 prediction time: $PNN executes BOA/equity investment w/ Xiamen $ESS Dome North post-tax tax NPV comes in at $500m AUD $FEX makes a significant acquisition or strategic investment (eg a stranded IO deposit in WA) $RDT drilling confirms Yinnetharra dwarfes Mt Ida"  
[X Link](https://x.com/MrJoshPatrick/status/1609649421914103809)  2023-01-01T20:35Z [----] followers, [----] engagements


"Iron ore +58% over the past [--] weeks Majors have had a good run over the same period: $BHP +28% $FMG +50% $RIO +36%"  
[X Link](https://x.com/MrJoshPatrick/status/1611311334226038791)  2023-01-06T10:38Z [----] followers, [----] engagements


"$ESS taken over by Tianqi and $IGO 50c/sh seems like a steep discount but Im glad to see Pioneer Dome will now make it to production with the experienced Greenbushes crew in charge. Im out of $ESS on open"  
[X Link](https://x.com/MrJoshPatrick/status/1612224155432398848)  2023-01-08T23:06Z [----] followers, 14.6K engagements


"$RDT 45c I try to be balanced with my charts. Im holding RDT but it looks bear flaggy to me. Just my interpretation of the chart (not the FA) and Im happy to be wrong on this obviously"  
[X Link](https://x.com/MrJoshPatrick/status/1612982707822395393)  2023-01-11T01:20Z [----] followers, [---] engagements


"$RDT 45c 4hr chart. I've had another punt here on channel support. Volume getting exhausted on the downward move could see a bounce and a move up to the upper range of the longer-term downtrend"  
[X Link](https://x.com/MrJoshPatrick/status/1613691145711910912)  2023-01-13T00:15Z [----] followers, [---] engagements


"I used the capital from $ESS to add $LTR and top up $RDT WA hard rock heating up. RDT DSO by Q4 this year. LTR in construction begins production 2024"  
[X Link](https://x.com/MrJoshPatrick/status/1613769911561748481)  2023-01-13T05:28Z [----] followers, [----] engagements


"I like these two specifically because of: $RDT speed to market DSO strategy $LTR scale life of mine derisked"  
[X Link](https://x.com/MrJoshPatrick/status/1613777759972757506)  2023-01-13T05:59Z [----] followers, [---] engagements


"$RDT that close anyone else feelin dirty $RDT 50c I'm liking the price action post the release of the first (best) drill hole from Yinnetharra. Selling being absorbed just below cap raise price. [--] and [--] EMAs are just starting to turn up. https://t.co/p1qzsziK7M $RDT 50c I'm liking the price action post the release of the first (best) drill hole from Yinnetharra. Selling being absorbed just below cap raise price. [--] and [--] EMAs are just starting to turn up. https://t.co/p1qzsziK7M"  
[X Link](https://x.com/MrJoshPatrick/status/1617752799386939394)  2023-01-24T05:14Z [----] followers, [----] engagements


"56m @ 1.12% would put $RDT ninth on this list of some of the best intercepts from 2H22. In good company. And in Western Australia. $RDT [----] metres @ 1.12% Li2O Its deep but thats a thick high-grade intersection. Red Dirts second lithium project looks like a goer. https://t.co/WnbdzcGByF $RDT [----] metres @ 1.12% Li2O Its deep but thats a thick high-grade intersection. Red Dirts second lithium project looks like a goer. https://t.co/WnbdzcGByF"  
[X Link](https://x.com/MrJoshPatrick/status/1617798176010031105)  2023-01-24T08:15Z [----] followers, [---] engagements


"$RDT 49m @ 1.45% Li2O Keep em coming 👌"  
[X Link](https://x.com/MrJoshPatrick/status/1618035717569130497)  2023-01-24T23:59Z [----] followers, [----] engagements


"$RDT trend line rejection. Volume profile looks different on this move. Might reload and have another crack. Or down we go 🤷♂"  
[X Link](https://x.com/MrJoshPatrick/status/1618111907948556293)  2023-01-25T05:01Z [----] followers, [---] engagements


"$VML every time I think a bottom might be in 🤷♂ Nothing yet to indicate this run is any different from a technical perspective. $VML 4.2c Chart looking interesting again. Recent cap raise around this level. https://t.co/WDuC4BcOyk $VML 4.2c Chart looking interesting again. Recent cap raise around this level. https://t.co/WDuC4BcOyk"  
[X Link](https://x.com/MrJoshPatrick/status/1619152837950459906)  2023-01-28T01:58Z [----] followers, [----] engagements


"$PLS launched off the 200EMA on the back of stronger than expected earnings. Might need another wind up to have a crack at ATH. Triple top in 2H22"  
[X Link](https://x.com/MrJoshPatrick/status/1619444294796087297)  2023-01-28T21:16Z [----] followers, [----] engagements


"$AOU 6.2c 20EMA crossed over the [--] now. Drilling for lithium in Nevada near Albemarle. Very volatile stock but huge potential"  
[X Link](https://x.com/MrJoshPatrick/status/1620005395514417153)  2023-01-30T10:25Z [----] followers, [----] engagements


"$MRR Ive had a ping here. Drill results must be close. Might have nothing but could have something. Geo that found $PLS Pilgangoora leading the charge"  
[X Link](https://x.com/MrJoshPatrick/status/1621319160814014466)  2023-02-03T01:26Z [----] followers, [----] engagements


"$RDT 49c Back in here. Rejection at LT downtrend channel Res on the last attempt now winding up for another crack"  
[X Link](https://x.com/MrJoshPatrick/status/1622516636199849984)  2023-02-06T08:44Z [----] followers, [----] engagements


"Added a few leaders to my super. Set and forget holds IMO: $PLS $AKE $IGO $WES"  
[X Link](https://x.com/MrJoshPatrick/status/1623160932657659904)  2023-02-08T03:24Z [----] followers, [----] engagements


"A few Im holding and very keen to hear from this week: $RTR $AOU https://stockhead.com.au/events/riu-explorers-conference-event-guide/ https://stockhead.com.au/events/riu-explorers-conference-event-guide/"  
[X Link](https://x.com/MrJoshPatrick/status/1625007692376076294)  2023-02-13T05:43Z [----] followers, [---] engagements


"$AOU Nickel lithium key ingredients to Auroch's battery minerals focus - https://www.miningnews.net/resourcestocks/resourcestocks/1447931/nickel-lithium-key-ingredients-to-aurochs-battery-minerals-focus http://MiningNews.net https://www.miningnews.net/resourcestocks/resourcestocks/1447931/nickel-lithium-key-ingredients-to-aurochs-battery-minerals-focus http://MiningNews.net"  
[X Link](https://x.com/MrJoshPatrick/status/1625020552095367168)  2023-02-13T06:34Z [----] followers, [---] engagements


"Battery grade #lithium spot price Decent pullback recently but still trading at extraordinary levels"  
[X Link](https://x.com/MrJoshPatrick/status/1625429062037667840)  2023-02-14T09:37Z [----] followers, [----] engagements


"#IronOre goes pop overnight $BHP $RIO $FMG should do well today"  
[X Link](https://x.com/MrJoshPatrick/status/1625954865540374528)  2023-02-15T20:27Z [----] followers, [----] engagements


"$AOU Kangaroo Hill drilling complete Pegmatite intercepts of up to 35m downhole. Looking forward to assay results 👍"  
[X Link](https://x.com/MrJoshPatrick/status/1627793607586611201)  2023-02-20T22:13Z [----] followers, [----] engagements


"$PLS putting away nearly $2.5 billion after tax on an annualised basis. On about half of its production capacity"  
[X Link](https://x.com/MrJoshPatrick/status/1628700228202418178)  2023-02-23T10:16Z [----] followers, [----] engagements


"$AOU volume spike 👀🤔 Hovering just about the [--] day moving avg"  
[X Link](https://x.com/MrJoshPatrick/status/1629046470329655296)  2023-02-24T09:11Z [----] followers, [---] engagements


"$ALB notice the interaction between the 50EMA and the 200EMA When a death cross looks likely buyers swoop in and it bounces. Could be different this time who knows. DYOR etc"  
[X Link](https://x.com/MrJoshPatrick/status/1629239208572252164)  2023-02-24T21:57Z [----] followers, [---] engagements


"$PLS $4.21 Decision time. Ex divi tomorrow so assume some selling but only a modest interim div of 11c. Looking for a bounce off the lower trend line if market conditions hold up"  
[X Link](https://x.com/MrJoshPatrick/status/1630833332857769985)  2023-03-01T07:32Z [----] followers, [----] engagements


"$PLS dragonfly doji off the 200EMA and trend line support Can be an indication of trend reversal but who knows on the current market environment. @profits_4 Wouldn't be surprised to see a dragonfly doji tomorrow with the tip of the tale just tickling $4 before the bounce. Let's see. @profits_4 Wouldn't be surprised to see a dragonfly doji tomorrow with the tip of the tale just tickling $4 before the bounce. Let's see"  
[X Link](https://x.com/MrJoshPatrick/status/1631163117312032769)  2023-03-02T05:22Z [----] followers, [----] engagements


"$AOU 5.9c forming a nice base with some big catalysts coming up: -Navada lithium project drilling update -Kangaroo Hill lithium project assays due in 4-8 weeks including a 35m intercept -Nickel sulphide project scoping studies"  
[X Link](https://x.com/MrJoshPatrick/status/1631199051466305537)  2023-03-02T07:45Z [----] followers, [---] engagements


"US #lithium overnight 👀 I wonder if the spot price is about to recover It was alway going to revert back to contract prices at some point"  
[X Link](https://x.com/MrJoshPatrick/status/1631753684437852160)  2023-03-03T20:29Z [----] followers, 10.3K engagements


"$AOU Nevada lithium project update Host claystone lithologies in [--] out of [--] holes with intercepts of up to 173m. Nestled in amongst the Nevada lithium elephants. Auroch's market cap is sitting at $23m AUD"  
[X Link](https://x.com/MrJoshPatrick/status/1632868400979656705)  2023-03-06T22:18Z [----] followers, [----] engagements


"$PLS weekly I admit the charts looking dicey. $4.10 looking like a bit of a magnet after the recent CATL sale. For now"  
[X Link](https://x.com/MrJoshPatrick/status/1633384176425766913)  2023-03-08T08:28Z [----] followers, [----] engagements


"US futures & commodities looking optimistic. Will we see a $XJO close in the green"  
[X Link](https://x.com/MrJoshPatrick/status/1635098163051896833)  2023-03-13T01:59Z [----] followers, [----] engagements


"Stopped out of $MRR and $AOU today. I also made a conscious decision to cut $RTR at a small loss. All good early stage specs but managing risk. Bought back into $MNS and $GLN. Rationale for those two below 👇"  
[X Link](https://x.com/MrJoshPatrick/status/1635121090828845056)  2023-03-13T03:30Z [----] followers, [----] engagements


"$CAI bearish convergence Surprising given the price of gold is pumping 🤔"  
[X Link](https://x.com/MrJoshPatrick/status/1636676799945117696)  2023-03-17T10:32Z [----] followers, [---] engagements


"Avg realised spodumene concentrate prices (USD) from the December quarter for: $IGO $ALB Greenbushes $3984/t $PLS Pilgangoora $4993/t $AKE Mt Cattlin $5136/t Current SC6 spot on SMM: $4960/t"  
[X Link](https://x.com/MrJoshPatrick/status/1637746574506983424)  2023-03-20T09:23Z [----] followers, [----] engagements


"$VML weekly Yawn. Plus side: not much more can go wrong Bring in a new leadership team get the plant online start generating revenue. $80m MC. R v R here isnt bad"  
[X Link](https://x.com/MrJoshPatrick/status/1644829212765982720)  2023-04-08T22:26Z [----] followers, [----] engagements


"$PLS Pilgangoora $AKE Mt Cattlin $MIN Mt Marion $IGO / $ALB Greenbushes SC6 production costs operating margins and prices achieved over the past four quarters"  
[X Link](https://x.com/MrJoshPatrick/status/1645280696280424448)  2023-04-10T04:21Z [----] followers, [----] engagements


"Spodumene concentrate back up over $5000/t How many nervous nellies will buy their $PLS $AKE $MIN $IGO shares back today"  
[X Link](https://x.com/MrJoshPatrick/status/1646615054207582208)  2023-04-13T20:43Z [----] followers, 14.7K engagements


"$BSX 18c line wiped just now 👀"  
[X Link](https://x.com/MrJoshPatrick/status/1647759928424296448)  2023-04-17T00:32Z [----] followers, [---] engagements


"$WES $SQM Lithium giant looks to double down in WA https://www.afr.com/companies/mining/lithium-giant-looks-to-double-down-in-wa-20230502-p5d516 https://www.afr.com/companies/mining/lithium-giant-looks-to-double-down-in-wa-20230502-p5d516"  
[X Link](https://x.com/MrJoshPatrick/status/1653320673127956487)  2023-05-02T08:49Z [----] followers, [---] engagements


"@TroyRoughley Looking into $HGO. I like that its fully funded. But would prefer to buy below cap raise price"  
[X Link](https://x.com/MrJoshPatrick/status/1655066518273806339)  2023-05-07T04:26Z [----] followers, [---] engagements


"$HGO #copper"  
[X Link](https://x.com/MrJoshPatrick/status/1655162326482563074)  2023-05-07T10:47Z [----] followers, [----] engagements


"$AKE $LTHM Livent Corp. - Allkem and Livent to Create a Leading Global Integrated Lithium Chemicals Producer https://ir.livent.com/news/news-details/2023/Allkem-and-Livent-to-Create-a-Leading-Global-Integrated-Lithium-Chemicals-Producer/default.aspx https://ir.livent.com/news/news-details/2023/Allkem-and-Livent-to-Create-a-Leading-Global-Integrated-Lithium-Chemicals-Producer/default.aspx"  
[X Link](https://x.com/MrJoshPatrick/status/1656237838919409664)  2023-05-10T10:00Z [----] followers, [---] engagements


"$XJO still in a clear uptrend above the [---] day moving avg We may see a H&S formation play out as economic growth slows lagging interest rate hikes. Just an observation not advice in any way"  
[X Link](https://x.com/MrJoshPatrick/status/1657203211588214784)  2023-05-13T01:56Z [----] followers, [---] engagements


"Bullish for ASX-listed #lithium plays $AGY $AKE $LKE $GLN $PNN $LEL Emerging Lithium Supplier Argentina Says Its Close to US Deal Under IRA - Bloomberg https://www.bloomberg.com/news/articles/2023-05-23/emerging-lithium-supplier-argentina-says-it-s-close-to-us-deal-under-ira https://www.bloomberg.com/news/articles/2023-05-23/emerging-lithium-supplier-argentina-says-it-s-close-to-us-deal-under-ira"  
[X Link](https://x.com/MrJoshPatrick/status/1661326540922314752)  2023-05-24T11:01Z [----] followers, [----] engagements


"#Lithium spot prices edging up and US market leaders pumping overnight Lets see if this translates to a green the #ASX for our lithium producers $PLS $AKE $IGO $MIN $AGY $SYA $CXO"  
[X Link](https://x.com/MrJoshPatrick/status/1666182061403815937)  2023-06-06T20:35Z [----] followers, [----] engagements


"Projects are located in near proximity to $GT1 and $FL established resources"  
[X Link](https://x.com/MrJoshPatrick/status/1674311274178699264)  2023-06-29T06:58Z [----] followers, [--] engagements


"@snowbrding @magnisenergytec I'd say so. It sounds like Magnis is trying to set up shop in close proximity to Tesla. Announcement says Southwest US so maybe somewhere near Giga Nevada I've always felt this is a deal that Tesla wants. There's a huge tax incentive for them to make it work"  
[X Link](https://x.com/MrJoshPatrick/status/1674615820759207936)  2023-06-30T03:10Z [----] followers, [---] engagements


"@snowbrding @magnisenergytec Dream outcome is local state and/or federal support with funding and a pre-payment from Tesla to reduce equity dilution and/or debt burden as the AAM plant scales up. Work your magic Hoshi"  
[X Link](https://x.com/MrJoshPatrick/status/1674616232564363266)  2023-06-30T03:18Z [----] followers, [---] engagements


"Bought $LRS @ 11c last year sold @ 14c and thought Id nailed the trade 😂 Its always obvious in hindsight. Well done to the long term holders who believed in the potential of Latin. Colina looks like a ripper 👍"  
[X Link](https://x.com/MrJoshPatrick/status/1674889354291056640)  2023-06-30T21:15Z [----] followers, [----] engagements


"Bit late but: $PNN wrong $ESS $367m post tax NPV $FEX nailed it - Mt Gibson Mid West acquisition $RDT (now $DLI) I think so. Lower grade but its going to be huge"  
[X Link](https://x.com/MrJoshPatrick/status/1675314497496711169)  2023-07-08T02:42Z [----] followers, [---] engagements


"Wow $DVP scheme to buy $ESS @ 56c/sh. Importantly $MIN as a 20% shareholder has agreed to vote in favour of the acquisition"  
[X Link](https://x.com/MrJoshPatrick/status/1675651443452436480)  2023-07-02T23:43Z [----] followers, [----] engagements


"Well done if youre holding $ESS 41.5c should run up to 56c pretty quickly with the arbitrage opportunity. That 56c is all but guaranteed with Min Res support"  
[X Link](https://x.com/MrJoshPatrick/status/1675652026729123842)  2023-07-02T23:45Z [----] followers, [---] engagements


"$ESS has a bit to go to get to 56c SP will likely be dictated by the $DVP SP now. Smarter people than I might try to trade the arbitrage"  
[X Link](https://x.com/MrJoshPatrick/status/1675775008365490178)  2023-07-03T07:54Z [----] followers, [----] engagements


"$MNS $LTR $BHP $SYR $QPM $EUR Tesla is selling more cars than ever. These are the ASX stocks in bed with it - Stockhead https://stockhead.com.au/resources/tesla-is-selling-more-cars-than-ever-these-are-the-asx-stocks-in-bed-with-it/ https://stockhead.com.au/resources/tesla-is-selling-more-cars-than-ever-these-are-the-asx-stocks-in-bed-with-it/"  
[X Link](https://x.com/MrJoshPatrick/status/1675992018739400705)  2023-07-03T22:16Z [----] followers, [----] engagements


"$TLG [----] I trusted my TA and reduced here on the backtest Now watch the chart prove me wrong and catch fire 🔥😂 Still holding long term in super 🙏"  
[X Link](https://x.com/MrJoshPatrick/status/1678209123484049412)  2023-07-10T01:07Z [----] followers, [----] engagements


"#RB6 @RB6_ASX back to the 200EMA support zone Acquisition of the Ceiling Lithium project scheduled to be complete around the 13th of July. Jody Dahrouge on the register leading exploration of the project. Tolga on the register with oppies @ 20c strike price. I'm in here"  
[X Link](https://x.com/MrJoshPatrick/status/1678602791219240961)  2023-07-11T03:11Z [----] followers, [----] engagements


"What I like about the Ceiling acquisition is the performance rights. 10Mt @ 1% is roughly valued at A$150m in the ground in a good jurisdiction (see $ESS acquisition by Develop for reference). Financial incentive for Jody and Co to find a meaningful deposit"  
[X Link](https://x.com/MrJoshPatrick/status/1678609519700742144)  2023-07-11T03:37Z [----] followers, [----] engagements


"$RFF break out from the downtrend now Short term moving averages turning up Might have found an outcropping pegmatite in the orchard or something 😂"  
[X Link](https://x.com/MrJoshPatrick/status/1679704857966673920)  2023-07-14T04:10Z [----] followers, [---] engagements


"$CXO a #lithium covid favourite That gap back up to [--] will surely get closed at some stage but when"  
[X Link](https://x.com/MrJoshPatrick/status/1683755618916765696)  2023-07-25T08:26Z [----] followers, [----] engagements


"ASX PLS: Pilbara Minerals reports 33pc fall in lithium prices https://www.afr.com/companies/mining/pilbara-minerals-boss-hits-out-at-lithium-market-jitters-20230725-p5dqzh https://www.afr.com/companies/mining/pilbara-minerals-boss-hits-out-at-lithium-market-jitters-20230725-p5dqzh"  
[X Link](https://x.com/MrJoshPatrick/status/1683942720325455872)  2023-07-25T20:50Z [----] followers, [---] engagements


"$RFF $2.05 and running Its always the ones with minimal views that end up moving. 200EMA next major resistance"  
[X Link](https://x.com/MrJoshPatrick/status/1684470002177671168)  2023-07-27T07:45Z [----] followers, [---] engagements


"$CAI $CAI.ax 👀 $80m debt and a crap hedge book for the next few years but consecutive quarters of positive operating cashflow and debt repayments. Ready to turn #gold"  
[X Link](https://x.com/MrJoshPatrick/status/1686907844002709506)  2023-08-03T01:12Z [----] followers, [---] engagements


"$CAI $CAI.ax @CalidusLtd Thoughts below: Unloved by the market over teething issues with their Warrawoona mill (water) and taking on a tough hedge book with Macquarie to get the mill built. MC is $106m at 17.5c/sh with $81m debt on board = EV of $187m"  
[X Link](https://x.com/MrJoshPatrick/status/1687675118871552000)  2023-08-05T04:01Z [----] followers, [---] engagements


"In the June qtrt 9250oz was hedged out of their total 15487ozs sold in the June quarter = 60% of their sales. Thinking ahead: in approx. [--] years at current run rate 60% of their sales will jump from $2365/ozs to $2965/ozs (based on current spot)"  
[X Link](https://x.com/MrJoshPatrick/status/1687675847644434432)  2023-08-05T04:04Z [----] followers, [---] engagements


"That represents an additional $5.5m per quarter without ANY increase in production. Once the debt is repaid (Sept qtr [----] at current run rate) and the hedge book is gone (June qtr 2025) at current spot $CAI would be making $60m/annum free cash flow"  
[X Link](https://x.com/MrJoshPatrick/status/1687676041501024256)  2023-08-05T04:04Z [----] followers, [---] engagements


"Not bad for a company with substantial growth assets (underground at Warrawoona Blue Spec deposit flotation circuit lithium spin out) to see it ramp up to 130koz/annum production"  
[X Link](https://x.com/MrJoshPatrick/status/1687676289124356097)  2023-08-05T04:05Z [----] followers, [---] engagements


"A few Canadian #lithium exploration plays: #GT1 great mgmt and register 22Mt JORC and counting #RB6 exploration led by the same crew that discovered $PMET @JodyDahrouge with skin in the game $SLZ nearology to GT1 with analogous geology EV only $3.4m (peanuts)"  
[X Link](https://x.com/MrJoshPatrick/status/1687976961279393792)  2023-08-06T00:00Z [----] followers, [----] engagements


"@davidwu656 I disagree. $GT1 is up 150% in less than two years since its IPO and has a 22Mt resource and a pathway to production. It's performed well compared to peers especially for its market cap"  
[X Link](https://x.com/MrJoshPatrick/status/1688028166013808640)  2023-08-06T03:24Z [----] followers, [---] engagements


"@davidwu656 $RB6 and $SLZ only just acquired their tenements this year. Very early stage in the exploration process. To say they've underperformed relative to other Canadian exploration juniors is probably unfair at this stage - too early to tell"  
[X Link](https://x.com/MrJoshPatrick/status/1688028621066366976)  2023-08-06T03:25Z [----] followers, [---] engagements


"@shotbuller @CalidusLtd My gut feel is itll take a run I the gold price to move the $CAI stock in the short term. In the long term consistent pay down of debt and reduction of the hedge book should see it gradually recover over time"  
[X Link](https://x.com/MrJoshPatrick/status/1688802022815100928)  2023-08-08T06:39Z [----] followers, [--] engagements


"$SLZ $SLZ.ax $RIO (80% JV partner) commences helicopter EM survey to assess geophysical anomaly $SLZ has retained 20% interest (non-core asset)"  
[X Link](https://x.com/MrJoshPatrick/status/1691908943260561617)  2023-08-16T20:25Z [----] followers, [----] engagements


"$SLZ sitting at $4m MC Waiting for early exploration results out of their Ontario lithium projects. Rock chip samples are in the lab"  
[X Link](https://x.com/MrJoshPatrick/status/1691910439700193351)  2023-08-16T20:30Z [----] followers, [---] engagements


"$CXO must be a takeover target now My money is on the $IGO / Tianqi JV. Theyre looking to acquire assets. Depends how badly the Core SP gets beaten up. Assume itll head down to 40c cap raise price"  
[X Link](https://x.com/MrJoshPatrick/status/1691953655904354554)  2023-08-16T23:22Z [----] followers, [---] engagements


"$CAI $CAI.ax daily Is the bleeding done Bit of support at these levels. Few gaps to fill if it can form a base here: 25c then 37c"  
[X Link](https://x.com/MrJoshPatrick/status/1692706963275292816)  2023-08-19T01:16Z [----] followers, [---] engagements


"@AusInvestorBlog Tickers Im keen to start a REIT watchlist. Currently holding $RFF"  
[X Link](https://x.com/MrJoshPatrick/status/1693161254729490942)  2023-08-20T07:21Z [----] followers, [---] engagements


"Is the #lithium pullback over #liffium"  
[X Link](https://x.com/MrJoshPatrick/status/1695381523585970571)  2023-08-26T10:23Z [----] followers, [----] engagements


"$TSLA this was me 👇"  
[X Link](https://x.com/MrJoshPatrick/status/1697838055766585691)  2023-09-02T05:05Z [----] followers, [---] engagements


"$TLG $TLG.ax now slowly back up the stairs Both projects now completely permitted with early construction works commenced"  
[X Link](https://x.com/MrJoshPatrick/status/1698109335854035420)  2023-09-02T23:03Z [----] followers, [----] engagements


"$CAI extended base forming capped by the 50EMA Needs to hold above [--] Gap at [--] needs filling. News soon"  
[X Link](https://x.com/MrJoshPatrick/status/1699247585700266341)  2023-09-06T02:26Z [----] followers, [---] engagements


"@10xHunter Its been okay for swing trading but not for investing. Not yet anyway. Ive traded AR1 well but lost a Camry trying to buy and hold CYM. Got sucked into the restart story. Lesson learnt"  
[X Link](https://x.com/MrJoshPatrick/status/1699256319868608516)  2023-09-06T03:00Z [----] followers, [---] engagements


"$CAI $CAI.ax Spring up through the [--] and [--] EMAs toward close last session but volume relatively light. Might re-test 20c but I'm not holding much hope (or stock) in the short term. Gonna need to raise $ to fund the flotation circuit"  
[X Link](https://x.com/MrJoshPatrick/status/1703364792621363252)  2023-09-17T11:06Z [----] followers, [---] engagements


"#lithium China spot headed for a double bottom #liffium stocks on the nose at the moment. Could be a good time to buy if youre bullish on the commodity long term"  
[X Link](https://x.com/MrJoshPatrick/status/1704082494189150474)  2023-09-19T10:38Z [----] followers, [----] engagements


"$CYM resumes trading tomorrow 👀 #copper"  
[X Link](https://x.com/MrJoshPatrick/status/1704437109795545242)  2023-09-20T10:07Z [----] followers, [---] engagements


"$IGO weekly support bounce time Growth in Kwinana output this year but the big story is Greenbushes adding a million tons of production by [----] Thats 250kt attributable to IGO at the lowest cost hard rock Li mine in Australia = moat"  
[X Link](https://x.com/MrJoshPatrick/status/1706163577416192257)  2023-09-25T04:27Z [----] followers, [--] engagements


"@asxmoneymaker Very risky. Esp for a mgmt team that hasnt delivered. Lets see what happens to that China spot price in Q4"  
[X Link](https://x.com/MrJoshPatrick/status/1706521306580336894)  2023-09-26T04:09Z [----] followers, [---] engagements


"Marginal $COPPER producers can barely break even major producers are cutting production. Either mining costs crash in the event of a recession or the price of copper goes up. Whats your best #ASX copper play"  
[X Link](https://x.com/MrJoshPatrick/status/1706957233437987062)  2023-09-27T09:01Z [----] followers, [----] engagements


"@AusInvestorBlog At this point Im inclined to agree. A crash in copper price (and subsequently mining stocks) could present an excellent opportunity for those left standing. An opportunity analogous to buying lithium producers in 2019/20 (but obviously less volatile)"  
[X Link](https://x.com/MrJoshPatrick/status/1706985604431724953)  2023-09-27T10:54Z [----] followers, [--] engagements


"Double bottom on $XEC looks a little like the double bottom on the China #lithium carbonate spot price"  
[X Link](https://x.com/MrJoshPatrick/status/1707630210374615053)  2023-09-29T05:35Z [----] followers, [----] engagements


"@dattosrule One last exhaustive puke in lithium equities first"  
[X Link](https://x.com/MrJoshPatrick/status/1708930417347498098)  2023-10-02T19:42Z [----] followers, [---] engagements


"Expecting an endless stream of bear porn on my feed today For balance heres the S&P [---] at trend line support"  
[X Link](https://x.com/MrJoshPatrick/status/1709298596271763929)  2023-10-03T20:05Z [----] followers, [----] engagements


"@mineralsmindset We already know Tianqi / $IGO / $ALB will get US $3739/t for their chemical grade spod con from Greenbushes. It'll be interesting to see how their product is repriced for Q4"  
[X Link](https://x.com/MrJoshPatrick/status/1709834212487123131)  2023-10-05T07:33Z [----] followers, [----] engagements


"$SPX bouncing off a confluence of support. For now. What do they say Bears sound smart bulls make money"  
[X Link](https://x.com/MrJoshPatrick/status/1710383686439555265)  2023-10-06T19:57Z [----] followers, [---] engagements


"@paola_rojas This is the sticking point for me with investing in natural graphite projects. As weve seen with Indonesian laterite nickel the market doesnt seem to have a problem buying carbon-intensive (and lower impurity) synthetic graphite from China"  
[X Link](https://x.com/MrJoshPatrick/status/1710411987874959746)  2023-10-06T21:49Z [----] followers, [--] engagements


"@paola_rojas Itll be interesting to see how the price for natural graphite products evolves over the next few years as demand ramps up. At current prices natural graphite projects like $SYR cant generate a return"  
[X Link](https://x.com/MrJoshPatrick/status/1710412592282501342)  2023-10-06T21:51Z [----] followers, [---] engagements


"$AUG $AUG.ax daily descending triangle Drilling copper ridge with plenty of cash in the bank Board/mgmt holding over 40%"  
[X Link](https://x.com/MrJoshPatrick/status/1711316337900057042)  2023-10-09T09:43Z [----] followers, [----] engagements


"$AGY $AGY.ax Huge descending triangle. Still waiting on that 2ktpa operation to lurch into gear. Quarterly will be interesting to see what their cash position is. Can only tread water for so long"  
[X Link](https://x.com/MrJoshPatrick/status/1712037393480765650)  2023-10-11T09:28Z [----] followers, [---] engagements


"@Piccan3 Bounce in the SC6 spot price might have done the trick. Carbonate/hydroxide moved up while SC6 stayed flat. Could some divergence between miner-concentrators and converters"  
[X Link](https://x.com/MrJoshPatrick/status/1712713077907730653)  2023-10-13T06:13Z [----] followers, [---] engagements


"$PLS todays close near LOD didnt inspire confidence. But a sustained reversal in #lithium spot prices should eventually see leading producers move up from historical support levels"  
[X Link](https://x.com/MrJoshPatrick/status/1712736687691018275)  2023-10-13T07:47Z [----] followers, [----] engagements


"@selvay2ky It could do. Depends where the hydroxide and spod concentrate prices move from here"  
[X Link](https://x.com/MrJoshPatrick/status/1712939662963290369)  2023-10-13T21:13Z [----] followers, [--] engagements


"@setc24242 Because of the increasing % of LFP in the market Maybe. If the demand thesis is correct carb and hydrox prices should both increase in time. There will always be a market for higher-end batteries. Man I miss the days when it was easy to make money investing in lithium stocks"  
[X Link](https://x.com/MrJoshPatrick/status/1713126687578480754)  2023-10-14T09:36Z [----] followers, [--] engagements


"$ALB weekly Almost down to [----] support #lithium"  
[X Link](https://x.com/MrJoshPatrick/status/1713347641315332328)  2023-10-15T00:14Z [----] followers, [----] engagements


"Sell off in US #lithium Friday but a bounce in China spot prices Prediction: ASX lithium cos to open in the red but close in the green if we see the SMM lithium spot prices continue higher during the trading session"  
[X Link](https://x.com/MrJoshPatrick/status/1713664989104652539)  2023-10-15T21:15Z [----] followers, [----] engagements


"$LRV $LRV.ax trading halt for a material acquisition and capital raising 👀"  
[X Link](https://x.com/MrJoshPatrick/status/1713698899008143498)  2023-10-15T23:30Z [----] followers, [---] engagements


"China #lithium carbonate futures volume increasing as the tide turns 👀"  
[X Link](https://x.com/MrJoshPatrick/status/1713819554647052443)  2023-10-16T07:29Z [----] followers, [----] engagements


"Glencore to shed [----] jobs and shut Mount Isa copper mines by 2025"  
[X Link](https://x.com/MrJoshPatrick/status/1714428063709327404)  2023-10-17T23:47Z [----] followers, [---] engagements


"BoA downgrades $ALB and $SQM and lithium equities soil themselves. Exhaustive puke on $ALB IMO and $SQM still looks like a bottoming formation 👇 No doubt BoA and its clients looking for opportunities as punters panic. $LTHM $PLL $LAC $SGML"  
[X Link](https://x.com/MrJoshPatrick/status/1714744034537902194)  2023-10-18T20:43Z [----] followers, [----] engagements


"$PLS 👀 Call me an optimist. #liffium"  
[X Link](https://x.com/MrJoshPatrick/status/1714811449464521140)  2023-10-19T01:11Z [----] followers, [----] engagements


"$PLS 15% short heading into earnings next week. Short sellers will either get validated or burnt"  
[X Link](https://x.com/MrJoshPatrick/status/1715454670876115114)  2023-10-20T19:47Z [----] followers, [----] engagements


"@JReesyOG Yeah fair call. Could very well be a production issue or similar. Although should be disclosed to market if thats the case. Im thinking this is instos piling into the China-spot-is-trending-down-so-short-the-biggest-lithium-player trade. Its getting crowded"  
[X Link](https://x.com/MrJoshPatrick/status/1715628936510750963)  2023-10-21T07:19Z [----] followers, [---] engagements


"@setc24242 I am thinking $500m operating margin this quarter. Would be surprised if the avg price received is below US$2600. Even if they drop the grade to 5.2% as advised $2800/t on an SC6 basis would only be $3230. That looks like the rough avg China spot price from the Sep qtr"  
[X Link](https://x.com/MrJoshPatrick/status/1715664657900531775)  2023-10-21T09:41Z [----] followers, [---] engagements


"@real_saltfot I don't know but would assume a significant % of those shorts are a hedge against further spot price decline. If prices reverse and start to trend up many of those shorts get covered"  
[X Link](https://x.com/MrJoshPatrick/status/1715666517927551323)  2023-10-21T09:49Z [----] followers, [--] engagements


"@setc24242 Markets are forward looking. IMO the market is pricing $PLS as if the SC6 price is going lower than current levels. Its the surplus narrative out of JP Morgan etc. (Just before JP upped its stake in $PLS 🤔)"  
[X Link](https://x.com/MrJoshPatrick/status/1715669628633206849)  2023-10-21T10:01Z [----] followers, [--] engagements


"@MacsYummy @BLSHigh Takeover target. $ALB is on the hunt for big Li assets in friendly mining jurisdictions"  
[X Link](https://x.com/MrJoshPatrick/status/1716007548204274149)  2023-10-22T08:24Z [----] followers, [--] engagements


"@BLSHigh To add my [--] cents. A logical acquisition post Livent-AKE merger for the NewCo is Hombre Muerto West"  
[X Link](https://x.com/MrJoshPatrick/status/1716177558025433158)  2023-10-22T19:39Z [----] followers, [---] engagements


"Lithium carbonate price a wild ride in 2022-23. How low can she go M&A activity suggests this downtrend will change at some point"  
[X Link](https://x.com/MrJoshPatrick/status/1716333982676353296)  2023-10-23T06:01Z [----] followers, [----] engagements


"@setc24242 @clex000 Agree. Might be too big for anything other than a merger at this stage. Or acquisition of small companies"  
[X Link](https://x.com/MrJoshPatrick/status/1716566714073420287)  2023-10-23T21:26Z [----] followers, [--] engagements


"@flushingbombs @yarra44 Thats how I see it but I could be wrong. Markets are also forward looking. Dec qtr spot prices have been materially lower avg US$2300-2400 so far in Oct. Dec qtr will likely be weaker unless we see a restocking event and spot prices reverse"  
[X Link](https://x.com/MrJoshPatrick/status/1716575298463191537)  2023-10-23T22:00Z [----] followers, [---] engagements


"@asxmoneymaker Maybe for a time. US / EU converters coming online could change market dynamics with genuine competition for volume. But also some huge mining projects coming online and ramping up in the next few years too. Hard to know. But I think itll continue to volatile"  
[X Link](https://x.com/MrJoshPatrick/status/1716897527289766005)  2023-10-24T19:20Z [----] followers, [---] engagements


"$PLS reports tomorrow. Updated estimate based on $MIN's report: -MIN avg price on an SC6 basis was US$3032 which equates to $2628 for PLS for 5.2% concentrate. -Shipping data from Pt Hedland suggests 230kt SC shipped in Sep qtr. Only 25kt from $MIN so 205kt from PLS"  
[X Link](https://x.com/MrJoshPatrick/status/1716982255053340790)  2023-10-25T00:57Z [----] followers, [----] engagements


"@BLSHigh Not a full takeover but $AKE will surely flog Mt Cattlin off sooner rather than later. Maybe once the spod price rebounds"  
[X Link](https://x.com/MrJoshPatrick/status/1717048762873663513)  2023-10-25T05:21Z [----] followers, [---] engagements


"On the eve of ol reliable Aussie spod producers Sept quarterlies $PLS $AKE $IGO $MIN Namibia orders police to stop Chinese firm's lithium exports -"  
[X Link](https://x.com/MrJoshPatrick/status/1717272169544393201)  2023-10-25T20:09Z [----] followers, [----] engagements


"$AKE market cap US$4.1B - $670m cash = $3.43B Sept quarterly shows an annualised operating margin of US$948m = [---] : [--] EV to cash flow. Cash is entirely allocated to new project development = growth. It's a decent bet if you're bullish on #lithium long term"  
[X Link](https://x.com/MrJoshPatrick/status/1717702218395365789)  2023-10-27T00:38Z [----] followers, [----] engagements


"$IGO Greenbushes JV is still the best #lithium project in Australia Cash costs down recoveries and production volumes up. Record dividend despite falling lithium prices"  
[X Link](https://x.com/MrJoshPatrick/status/1718754291756994930)  2023-10-29T22:18Z [----] followers, [----] engagements


"@jczuleta Theyre stockpiling the extra concentrate in the Dec qtr not selling it until prices rebound"  
[X Link](https://x.com/MrJoshPatrick/status/1718814258711216365)  2023-10-30T02:17Z [----] followers, [---] engagements


"@BollingerBanter Interesting arbitrage opportunity in $ESS / $DVP"  
[X Link](https://x.com/MrJoshPatrick/status/1718814441951863068)  2023-10-30T02:17Z [----] followers, [---] engagements


"@ari_764 I sold too mate. Straight after the unexpected antimony-gold project acquisition and the low ball cap raise. Frustrating to see it run now but Im glad for those still holding"  
[X Link](https://x.com/MrJoshPatrick/status/1718903321699004665)  2023-10-30T08:11Z [----] followers, [--] engagements


"$LTHM indecision ahead of earnings Call in half an hour 👀"  
[X Link](https://x.com/MrJoshPatrick/status/1719445712528977956)  2023-10-31T20:06Z [----] followers, [----] engagements


"Whats the next target for Gina and/or Chris Is there a WA lithium project with a 10m+ / 1.5%+ drill hole left that they dont already have a stake in"  
[X Link](https://x.com/MrJoshPatrick/status/1719606852059857100)  2023-11-01T06:46Z [----] followers, [---] engagements


"@dialdfordan @mondyinvest Agree. Theres no confusion why everyones building in the US. But posting this article as if a cut in production of batteries that supply a few very specific very high end products is an indication of the broader market is disingenuous"  
[X Link](https://x.com/MrJoshPatrick/status/1719607755009626258)  2023-11-01T06:50Z [----] followers, [---] engagements


"$AKE hasn't behaved how I expected at all. Seeing trendline support (just) and historical support here. Might bounce otherwise down to $7.50. I don't think we'll see a big volume reversal unless there's a turnaround in China spot prices. Waiting"  
[X Link](https://x.com/MrJoshPatrick/status/1719874283953148307)  2023-11-02T00:29Z [----] followers, [----] engagements


"BYDs new Tesla Model Y rival has up to 662km of range"  
[X Link](https://x.com/MrJoshPatrick/status/1719918044145946700)  2023-11-02T03:23Z [----] followers, [---] engagements


"GFEX Lithium carbonate futures. Could be slowly forming a base here in the 150-170RMB/t range before the next move up. $ALB quarterly used SMM data (same platform as GFEX) to show how low downstream inventories are"  
[X Link](https://x.com/MrJoshPatrick/status/1720274267395485944)  2023-11-03T02:58Z [----] followers, [---] engagements


"$SQM raising USD$750m to feed EV battery demand 👀 SQM sells green bond to feed EV battery demand - https://www.mining.com/web/sqm-sells-green-bond-to-feed-ev-battery-demand/ http://MINING.COM https://www.mining.com/web/sqm-sells-green-bond-to-feed-ev-battery-demand/ http://MINING.COM"  
[X Link](https://x.com/MrJoshPatrick/status/1720374262048157793)  2023-11-03T09:36Z [----] followers, [----] engagements


"@Lazerblue How to pick the ones that make it the million dollar question. Ive had zero success with copper specs. Safer bet on the copper deficit/energy transition thematic is the majors"  
[X Link](https://x.com/MrJoshPatrick/status/1721474331656757713)  2023-11-06T10:27Z [----] followers, [---] engagements


"@setc24242 @Biotrader22 Scheme booklet should give some further colour. I assume the merger will result in redundancies at both companies for corporate roles where there are now duplicates. Maybe theyll swing the axe harder at Livent than at Allkem Just speculating here"  
[X Link](https://x.com/MrJoshPatrick/status/1722165827276009647)  2023-11-08T08:15Z [----] followers, [--] engagements


"@hsiuchinchen095 Time value of money mate. Imagine waiting [--] years just to get your money back while you can get 5.5% in the bank"  
[X Link](https://x.com/MrJoshPatrick/status/1723091176910434769)  2023-11-10T21:32Z [----] followers, [--] engagements


"@setc24242 The storys especially good for low cost producers/advanced stage developers. Watch finance for new Li projects dry up of the spot price retraces to $14k and SC6 to $1200. I cant see it happening unless the volumes coming out of EV majors are somehow fabricated"  
[X Link](https://x.com/MrJoshPatrick/status/1723095684843462658)  2023-11-10T21:49Z [----] followers, [--] engagements


"@therevaknight Need to pop a few #Liffium caps to help me calm down while the spot price crashes 😂"  
[X Link](https://x.com/MrJoshPatrick/status/1723119245910020263)  2023-11-10T23:23Z [----] followers, [--] engagements


"$BOA chart looking bodacious Winding up for another crack at 4.6"  
[X Link](https://x.com/MrJoshPatrick/status/1724953122999787823)  2023-11-16T00:50Z [----] followers, [---] engagements


"$OLY 👀 Those $LTR JV soils must be due soon"  
[X Link](https://x.com/MrJoshPatrick/status/1724953980437188948)  2023-11-16T00:54Z [----] followers, [----] engagements


"$ALB huge (stopping) volume on this leg down for the #lithium bellwether. My opinion: spot prices out of China need to bottom before equities. No sign of that yet"  
[X Link](https://x.com/MrJoshPatrick/status/1725819962298966169)  2023-11-18T10:15Z [----] followers, [---] engagements


"$BOA still winding"  
[X Link](https://x.com/MrJoshPatrick/status/1729389395764232599)  2023-11-28T06:38Z [----] followers, [---] engagements


"$BOA broke ST trend. Onto the next"  
[X Link](https://x.com/MrJoshPatrick/status/1730454821482959325)  2023-12-01T05:12Z [----] followers, [---] engagements


"$OLY $OLY.ax 👀 I resisted the temptation to double down here. Going to wait for news. Currently drilling for REE near Olympic dam and waiting on soils from their JV with $LTR"  
[X Link](https://x.com/MrJoshPatrick/status/1730497326308069772)  2023-12-01T08:01Z [----] followers, [----] engagements


"$RMD $RMD.ax daily Dragonfly doji touched the 20EMA before bouncing back hard. Bullish for a reversal off this base. I added a few in super yesterday"  
[X Link](https://x.com/MrJoshPatrick/status/1730732905331376133)  2023-12-01T23:37Z [----] followers, [---] engagements


"$AUT $AUT.ax weekly MAs converging Steve Parsons-led #copper play 40Mt @ 2% deposit in Canada. Currently drilling aiming to at least double the size of the project before restart"  
[X Link](https://x.com/MrJoshPatrick/status/1733599963572310103)  2023-12-09T21:30Z [----] followers, [---] engagements


"$LKE $LKE.ax Kachi phase [--] DFS Capex US$1.38b Opex US$6.05/kg LCE"  
[X Link](https://x.com/MrJoshPatrick/status/1736883643333927040)  2023-12-18T22:58Z [----] followers, [----] engagements


"$RFF.ax shaping up I flicked a few on todays strength though. This is another ticker Ive been tweeting about but gets minimal engagement. Boring ag REIT I guess"  
[X Link](https://x.com/MrJoshPatrick/status/1737385280196501697)  2023-12-20T08:11Z [----] followers, [---] engagements


"$CAI.ax at first glance this is a great deal: -Minimal dilution -$14m in the door -Base for Blue Spec -Equipment BUT: $45m mine rehabilitation commitment down the track and $5m deferred payment if $CAI gets the plant back into production 🤔"  
[X Link](https://x.com/MrJoshPatrick/status/1737593707107598410)  2023-12-20T21:59Z [----] followers, [---] engagements


"Santa rally is on 🛷🎅🎄👌"  
[X Link](https://x.com/MrJoshPatrick/status/1737940775055556727)  2023-12-21T20:59Z [----] followers, [---] engagements


"Interesting. Not much rationale for the decision provided in the market update. They must like the ground for 9% dilution to shareholders. From what it looks like they're acquiring [--] historic copper-gold mines. Will need to do some digging"  
[X Link](https://x.com/MrJoshPatrick/status/1737975134487777486)  2023-12-21T23:15Z [----] followers, [---] engagements


"Rambler tenements surround $FFM's Ming Mine. Seems like the board are thinking big with this acquisition. More details here:"  
[X Link](https://x.com/MrJoshPatrick/status/1737994406832316458)  2023-12-22T00:32Z [----] followers, [---] engagements


"@Rx7driftkingy @agroasx All jurisdictions present potential problems for new (and existing) mining operations. Some more so than others. All depends on your level of risk tolerance. Mine isnt what it used to be"  
[X Link](https://x.com/MrJoshPatrick/status/1738320331188981967)  2023-12-22T22:07Z [----] followers, [--] engagements


"#Lithium carbonate futures and physical spot prices have now more or less parity @ $13-14k/t. Is this the bottom Still extraordinarily profitable for the $6k/t producers from Sth America $AKE $SQM $ALB"  
[X Link](https://x.com/MrJoshPatrick/status/1738485189624672288)  2023-12-23T09:02Z [----] followers, [----] engagements


"$XEC weekly Tight trading range for [--] months then and exhaustive puke followed by a rally Let see if the smallies spring up through the trading range. Too early to call a bull for the small end of town IMO. Lithium still biting the dust. Double bottom on $XEC looks a little like the double bottom on the China #lithium carbonate spot price https://t.co/voCZfutd03 Double bottom on $XEC looks a little like the double bottom on the China #lithium carbonate spot price https://t.co/voCZfutd03"  
[X Link](https://x.com/MrJoshPatrick/status/1741040588139675750)  2023-12-30T10:16Z [----] followers, [---] engagements


"$VUL.ax keeps mentioning oil and gas coys have engaged in their finance discussions Exxon Schlumberger OP and Equinor all reportedly getting into #lithium Could Vulcan sell 50% of their project for 50% of the Capex they need Total required capex A$2.2bn FID this half"  
[X Link](https://x.com/MrJoshPatrick/status/1742280081425522821)  2024-01-02T20:21Z [----] followers, [---] engagements


"@TaylorASX I remember buying this at $5 and selling it at $11 during the covid/bnpl euphoria. Crazy"  
[X Link](https://x.com/MrJoshPatrick/status/1742851116399038487)  2024-01-04T10:11Z [----] followers, [--] engagements


"$CXO $CXO.ax suspends mining operations The C&M announcements to come are sad for shareholders. But what's worse is current prices will stifle investment in new #lithium projects. A slowdown in supply will see another explosive price movement and thus the cycle repeats"  
[X Link](https://x.com/MrJoshPatrick/status/1743028397918531709)  2024-01-04T21:55Z [----] followers, [----] engagements


"@10xHunter Me too. Underground but epic scale. Costs will obviously be high during ramp up. But itll be interesting to see where they land once Kathleen Valley reaches nameplate"  
[X Link](https://x.com/MrJoshPatrick/status/1743094765271556303)  2024-01-05T02:19Z [----] followers, [---] engagements


"@setc24242 I didnt count $IGO because Talison is mostly a $ALB show. $PLL barely counts - theyre only on this list by virtue of the rort of a deal they have with $SYA. Production cost is also very different to earnings/FCF"  
[X Link](https://x.com/MrJoshPatrick/status/1743235722470105122)  2024-01-05T11:39Z [----] followers, [---] engagements


"The Chinese are also [--] years ahead of anyone else on lithium extraction. 2/4 Neighbour $AGY cant seem to figure Rincon brines out maybe the Chinese can. A good outcome for Power at Rincon would be a free-carried minority interest in a Sunresin-operated Xiamen-funded JV. 3/4"  
[X Link](https://x.com/MrJoshPatrick/status/1745274649016173048)  2024-01-11T02:41Z [----] followers, [---] engagements


"3. The Musgrave Nickel-Copper-Cobalt JV with $RIO could be a company maker. It seems like theyre slowly making headway with the APY people. Pink Slipper is supposedly one of the best sulphide targets in Australia but I guess all explore cos say that. 4/4"  
[X Link](https://x.com/MrJoshPatrick/status/1745274834282750008)  2024-01-11T02:42Z [----] followers, [---] engagements


"@EvanCranston I thought the exact same thing when Hertz ordered all those Model 3s. I own a model [--] and its perfect to and from work each day. Its annoying as hell for a family holiday"  
[X Link](https://x.com/MrJoshPatrick/status/1745638748430454853)  2024-01-12T02:48Z [----] followers, [---] engagements


"#lithium green shoots in the China spot market. Havent seen that for a while"  
[X Link](https://x.com/anyuser/status/1745678882794303519)  2024-01-12T05:27Z [--] followers, [----] engagements


"$PLS expands offtake with Ganfeng from 160ktpa to as much as 310ktpa Concentrate to be sold at the prevailing market price 🤔"  
[X Link](https://x.com/MrJoshPatrick/status/1746668102614663207)  2024-01-14T22:58Z [----] followers, [----] engagements


"Peak bearishness in #lithium equities just as the spot price begins to stabilise Doubt we see a V-shaped recovery My [--] cents: a slow recovery through [----] as marginal suppliers stop production and major producers stockpile/scale back rather than selling around breakeven"  
[X Link](https://x.com/MrJoshPatrick/status/1747153582062006317)  2024-01-16T07:07Z [----] followers, [---] engagements


"$ALB $LTR Albemarle offers to sell entire stake in Liontown after failed $4.3bn bid"  
[X Link](https://x.com/MrJoshPatrick/status/1747532954342236595)  2024-01-17T08:14Z [----] followers, [---] engagements


"Western #lithium companies continue to cut production and capex for future projects. Meanwhile China continues to invest in the lithium supply chain. Buy low sell high. Same playbook as last cycle"  
[X Link](https://x.com/MrJoshPatrick/status/1747706675837227206)  2024-01-17T19:45Z [----] followers, [----] engagements


"Its incredible that market leader $ALB only months ago though $LTR was a buy at $6.6B. Today $LTR is valued 3.3B and much more vulnerable to takeover. Does $ALB believe the price of lithium will never go back up Seems like their faith in the deficit narrative is wobbling"  
[X Link](https://x.com/MrJoshPatrick/status/1747708430360461597)  2024-01-17T19:52Z [----] followers, [---] engagements


"Bloomberg anticipates 21% growth in global EV sales in [----] EVs to climb from 17% of global market share in [----] up to 20% in 2024"  
[X Link](https://x.com/anyuser/status/1748452604919910635)  2024-01-19T21:09Z [--] followers, [----] engagements


"$ZINC mounting a slow recovery"  
[X Link](https://x.com/MrJoshPatrick/status/1749519822780789176)  2024-01-22T19:50Z [----] followers, [---] engagements

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