# ![@Tze_C Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1135335337.png) @Tze_C Tze-wei Chong 🇦🇺🧢

Tze-wei Chong 🇦🇺🧢 posts on X about $gmg, $min, $csl, $wtc the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1135335337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:interactions.svg)

- [--] Week [-----] -13%
- [--] Month [------] +21%
- [--] Months [-------] +124%
- [--] Year [-------] +461%

### Mentions: [--] [#](/creator/twitter::1135335337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:posts_active.svg)

- [--] Month [--] -53%
- [--] Months [---] +69%
- [--] Year [---] +298%

### Followers: [-----] [#](/creator/twitter::1135335337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:followers.svg)

- [--] Week [-----] +0.66%
- [--] Month [-----] +1.50%
- [--] Months [-----] +10%
- [--] Year [-----] +24%

### CreatorRank: [---------] [#](/creator/twitter::1135335337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  26.92% [cryptocurrencies](/list/cryptocurrencies)  23.08% [finance](/list/finance)  16.35% [currencies](/list/currencies)  5.77% [technology brands](/list/technology-brands)  1.92% [automotive brands](/list/automotive-brands)  0.96% [premier league](/list/premier-league)  0.96% [countries](/list/countries)  0.96%

**Social topic influence**
[$gmg](/topic/$gmg) 10.58%, [$min](/topic/$min) #10, [$csl](/topic/$csl) 6.73%, [$wtc](/topic/$wtc) #11, [$vul](/topic/$vul) 5.77%, [$aru](/topic/$aru) 5.77%, [$inr](/topic/$inr) 4.81%, [$zip](/topic/$zip) 4.81%, [$pls](/topic/$pls) 4.81%, [$apx](/topic/$apx) #16

**Top accounts mentioned or mentioned by**
[@ryutay](/creator/undefined) [@toy59496](/creator/undefined) [@blshigh](/creator/undefined) [@sniffrocks](/creator/undefined) [@apolloresearchc](/creator/undefined) [@researchgrizzly](/creator/undefined) [@ideslenny](/creator/undefined) [@invertthewing](/creator/undefined) [@richolmestwit](/creator/undefined) [@harryscarfe22](/creator/undefined) [@jsrailton](/creator/undefined) [@billackman](/creator/undefined) [@fnarena](/creator/undefined) [@nicklagarrigue](/creator/undefined) [@ryu_tay](/creator/undefined)

**Top assets mentioned**
[Minswap (MIN)](/topic/$min) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Infinity Natural Resources, Inc (INR)](/topic/$inr) [ZipRecruiter, Inc. (ZIP)](/topic/$zip) [Pulsechain (PLS)](/topic/$pls) [APX (APX)](/topic/$apx) [Amazy (AZY)](/topic/$azy) [Ninja Squad Token (NST)](/topic/$nst) [Vaulta (A)](/topic/$eos) [Central African Republic Meme (CAR)](/topic/$car) [CargoX (CXO)](/topic/$cxo) [Honda Motor Co., Ltd. (HMC)](/topic/$hmc) [Atotech Ltd. (ATC)](/topic/$atc) [Pentagon Games (PEN)](/topic/$pen) [NovaDEX (NVX)](/topic/$nvx) [Nextracker Inc. (NXT)](/topic/$nxt) [WORTHINGTON INDUSTRIES, INC. COMMON SHARES (WOR)](/topic/$wor) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Ameren, Corp. (AEE)](/topic/$aee) [R1 RCM Holdco, Inc. (RCM)](/topic/$rcm) [Alliance Fan Token (ALL)](/topic/$all)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$INR - 24c - +30% open Cannacord and Ords agree with my speculation - $INR. Even without [--] year mine life at US$7.2K LCE AISC is pretty good. Boron is a significant add. https://t.co/aeVLUpwj11 Cannacord and Ords agree with my speculation - $INR. Even without [--] year mine life at US$7.2K LCE AISC is pretty good. Boron is a significant add. https://t.co/aeVLUpwj11"  
[X Link](https://x.com/Tze_C/status/1975335761257111864)  2025-10-06T23:02Z [----] followers, [----] engagements


"$ZIP Long at close yesterday - Sell side upgrades:"  
[X Link](https://x.com/Tze_C/status/1980406249557750183)  2025-10-20T22:50Z [----] followers, [----] engagements


"$ZIP - At bottom of trend band. Strange sector rotation given:"  
[X Link](https://x.com/Tze_C/status/1980462121545801946)  2025-10-21T02:32Z [----] followers, [----] engagements


"$APX being the standout tech performer on the ASX for the holiday period is absurd TBH"  
[X Link](https://x.com/Tze_C/status/2010927444187095410)  2026-01-13T04:10Z [----] followers, [---] engagements


"$DVP - Thats sufficient for me right now - good run"  
[X Link](https://x.com/Tze_C/status/2016351567784640753)  2026-01-28T03:24Z [----] followers, [---] engagements


"$PLS - No need to front run tomorrow's results. $MIN preferred at this time post results"  
[X Link](https://x.com/Tze_C/status/2016729238330888704)  2026-01-29T04:24Z [----] followers, [---] engagements


"@ryu_tay What's Gem saying on connects like MP1 or back to basics AI token/data-centres or chips"  
[X Link](https://x.com/Tze_C/status/2019192519628824851)  2026-02-04T23:33Z [----] followers, [---] engagements


"@ryu_tay Cheers - love the AI language used - I do like $MP1"  
[X Link](https://x.com/Tze_C/status/2019536787690123574)  2026-02-05T22:21Z [----] followers, [--] engagements


"$BNZ Gold - What has ASIC got to say about yesterday's price/volume given sector"  
[X Link](https://x.com/Tze_C/status/2019552830789677345)  2026-02-05T23:24Z [----] followers, [---] engagements


"@ApolloResearchC @ResearchGrizzly $EOS has always had a grey history - the Korean counterparty if accurate is amateur hour"  
[X Link](https://x.com/Tze_C/status/2019621862268088553)  2026-02-06T03:59Z [----] followers, [---] engagements


"$CAR is now focused as a dealer protected sales front. Dealers bombarding any private sellers to pick off their listings only to then relist + 10-20% attempted margins"  
[X Link](https://x.com/Tze_C/status/2020072126729130052)  2026-02-07T09:48Z [----] followers, [---] engagements


"@toy59496 No lawyer required - Note however they will only provide you the registered holders which can be useless if they are the typical bank nominees"  
[X Link](https://x.com/Tze_C/status/2021082224498762203)  2026-02-10T04:42Z [----] followers, [--] engagements


"@BLSHigh Have to admit they have had some good picks in the past - Agree re $AZY being prime"  
[X Link](https://x.com/Tze_C/status/2011525471205540058)  2026-01-14T19:46Z [----] followers, [---] engagements


"$APX - Momentum trade - 3x volume No fundamentals needed"  
[X Link](https://x.com/Tze_C/status/2011960046868222399)  2026-01-16T00:33Z [----] followers, [---] engagements


"$AZY been prime gold long of late in small cap - working well"  
[X Link](https://x.com/Tze_C/status/2013120504895582268)  2026-01-19T05:25Z [----] followers, [---] engagements


"$AZY - how about a takeover bid"  
[X Link](https://x.com/Tze_C/status/2016299722466852986)  2026-01-27T23:58Z [----] followers, [---] engagements


"$MIN - So how confident is the market going into results"  
[X Link](https://x.com/Tze_C/status/2016300538892255362)  2026-01-28T00:01Z [----] followers, [---] engagements


"$MIN - Barrenjoey - first out the gate with a PT upgrade to $64. Reset needed to go again"  
[X Link](https://x.com/Tze_C/status/2016710704443904134)  2026-01-29T03:11Z [----] followers, [---] engagements


"$MIN - overnight broker changes"  
[X Link](https://x.com/Tze_C/status/2016994641271541787)  2026-01-29T21:59Z [----] followers, [---] engagements


"Some Growth co multiples - $360 $WTC $APX $PME"  
[X Link](https://x.com/Tze_C/status/2017104976364077340)  2026-01-30T05:17Z [----] followers, [---] engagements


"$MIN - vs rest of I/O and Lithium Long Op"  
[X Link](https://x.com/Tze_C/status/2018841709548011577)  2026-02-04T00:19Z [----] followers, [---] engagements


"$APX untouched - irrational"  
[X Link](https://x.com/Tze_C/status/2019553177176334554)  2026-02-05T23:26Z [----] followers, [---] engagements


"$MIN - UBS putting it out there. All eyes on GFEX"  
[X Link](https://x.com/Tze_C/status/2019572524808565091)  2026-02-06T00:43Z [----] followers, [---] engagements


"$PLS $MIN $LTR $VUL Slight GFEX recovery however would be looking another 10% drop in equities from here to revisit longs"  
[X Link](https://x.com/Tze_C/status/2019582311877210443)  2026-02-06T01:21Z [----] followers, [---] engagements


"$PME needs to see a multiple compression surely RBC Capital on Pro Medicus $PME: "Removing 4DX contribution ($149m pre-tax) sees PME miss consensus estimates -2% revenue/-10% EBIT we assume on contract phasing difficulties as the market struggles to estimate multiple large contract win contributions. "FX headwinds also RBC Capital on Pro Medicus $PME: "Removing 4DX contribution ($149m pre-tax) sees PME miss consensus estimates -2% revenue/-10% EBIT we assume on contract phasing difficulties as the market struggles to estimate multiple large contract win contributions. "FX headwinds also"  
[X Link](https://x.com/Tze_C/status/2021730318060073144)  2026-02-11T23:37Z [----] followers, [---] engagements


"$CXO with some workable volume"  
[X Link](https://x.com/Tze_C/status/2009094429727203679)  2026-01-08T02:46Z [----] followers, [---] engagements


"$NST cost guidance. Which way will algos go"  
[X Link](https://x.com/Tze_C/status/2013385099409052053)  2026-01-19T22:56Z [----] followers, [---] engagements


"Anthropic causing a throw away on SAAS; However Datacentre / Link cos sell off provides the clearest long opportunity - e.g $MP1 $GMG etc. given that AI compute increases Adjacencies such as cybersecurity and AI training as well"  
[X Link](https://x.com/Tze_C/status/2018843011304890379)  2026-02-04T00:24Z [----] followers, [---] engagements


"Jony Ive truth bomb on the car-industry copying consumer elec: To use touch in a car is something I would never dream of doing." The internal renders look bad until you delve into the physicals and realise Ive has made everything tactile https://www.prndlcars.com/p/what-they-copied-ferrari-luce-jony-ive https://www.prndlcars.com/p/what-they-copied-ferrari-luce-jony-ive"  
[X Link](https://x.com/Tze_C/status/2021397296186040556)  2026-02-11T01:34Z [----] followers, [---] engagements


"Interested re the market's bear case on $HMC with KKR coming in to support strategy. Doesn't make sense"  
[X Link](https://x.com/Tze_C/status/2022091461702168825)  2026-02-12T23:32Z [----] followers, [---] engagements


"$WTC - No position but on the Strat long list. $WTC should acquire $RIME:NDQ - though not sure how legitimate a Karaoke machine company is in AI - perhaps a bit of "vibe" coding there"  
[X Link](https://x.com/Tze_C/status/2022092030827282454)  2026-02-12T23:34Z [----] followers, [---] engagements


"@toy59496 @ideslenny $ATC has had a rather 'interesting' past"  
[X Link](https://x.com/Tze_C/status/2022125962478203204)  2026-02-13T01:49Z [----] followers, [--] engagements


"$PDN - Production positive. "FY production to trend towards upper end of guidance range". Will this be enough"  
[X Link](https://x.com/Tze_C/status/2013738858458853683)  2026-01-20T22:22Z [----] followers, [---] engagements


"@InvertTheWing First half great Second half not. Frank will never succeed until he can sustainably learn to play without fear"  
[X Link](https://x.com/Tze_C/status/2013745569840206140)  2026-01-20T22:48Z [----] followers, [---] engagements


"Broker first looks out at $PDN Cost and production beat significant. Good reaction $PDN Good reaction $PDN"  
[X Link](https://x.com/Tze_C/status/2013768416121729102)  2026-01-21T00:19Z [----] followers, [---] engagements


"I switched on this game just when MGW was taking the penalty missed it and [--] minutes later Forest was played through like butter. Every pass was forward except for the cutback to the own-goal - Nice [--] - Nottingham Forest have tonight become just the second team in UEFA Europa League history to. ❌ Lose a match without facing a shot on target. ❓ Miss a penalty score an own goal and receive a red card in one match. Puzzling. https://t.co/gYjquTIXIQ [--] - Nottingham Forest have tonight become just the second team in UEFA Europa League history to. ❌ Lose a match without facing a shot on target. ❓"  
[X Link](https://x.com/Tze_C/status/2014477508562042990)  2026-01-22T23:17Z [----] followers, [---] engagements


"@BLSHigh Question is what is the margin impact"  
[X Link](https://x.com/Tze_C/status/2014560205011615824)  2026-01-23T04:45Z [----] followers, [---] engagements


"@richolmestwit We must be watching different games if you are saying results under Ange were worse. Particularly given game management with comparative players available. I saw enough to say Ange would have pushed forward this year"  
[X Link](https://x.com/Tze_C/status/2015232723095519241)  2026-01-25T01:18Z [----] followers, [--] engagements


"@HarryScarfe22 At some point you need to throw out your shovel and climb out of the hole"  
[X Link](https://x.com/Tze_C/status/2015244532724662606)  2026-01-25T02:05Z [----] followers, [--] engagements


"Silver on the ASX - sad when the commodity ETF is the only thing with consistent volume for any scale"  
[X Link](https://x.com/Tze_C/status/2015961696008077762)  2026-01-27T01:34Z [----] followers, [---] engagements


"$PEN - #uranium - Mind boggles how a US based asset at development stage is able to FUMBLE as badly as this. Bomb drop [--] weeks after releasing 1/4ly - 25% cost blowout resignation of CEO & Board/Chair. RIPE FOR AN ACQUISITION"  
[X Link](https://x.com/Tze_C/status/1857272705030193528)  2024-11-15T04:01Z [----] followers, [----] engagements


"$SYR - Restart of production. Long-watch on Graphite based on jurisdiction"  
[X Link](https://x.com/Tze_C/status/1935488356538007695)  2025-06-19T00:02Z [----] followers, [---] engagements


"Anti-Dumping tariffs on Graphite will have benefit non-Chinese jurisdictions by increasing global price floor. Focus on stable jurisdictions - AU EU etc - $RNU $NVX $TLG to start with"  
[X Link](https://x.com/Tze_C/status/1945991261456052648)  2025-07-17T23:37Z [----] followers, [---] engagements


"Local interest rate beneficiaries - REITS Data centres - $GMG $DGT etc. Certain tech names for continuation - $WTC"  
[X Link](https://x.com/Tze_C/status/1950432567318221225)  2025-07-30T05:45Z [----] followers, [---] engagements


"$GMG - Interesting capture from Coppo. Macro tailwinds IMHO (Held) Local interest rate beneficiaries - REITS Data centres - $GMG $DGT etc. Certain tech names for continuation - $WTC Local interest rate beneficiaries - REITS Data centres - $GMG $DGT etc. Certain tech names for continuation - $WTC"  
[X Link](https://x.com/Tze_C/status/1950754398461944182)  2025-07-31T03:04Z [----] followers, [---] engagements


"$GMG - Pretty long into results next week. Historically has reported well and outperformed. Yield risks should be neutral at the moment IMHO"  
[X Link](https://x.com/Tze_C/status/1956181801829064822)  2025-08-15T02:31Z [----] followers, [---] engagements


"$GMG market reaction provides opp IMHO. (Held)"  
[X Link](https://x.com/Tze_C/status/1959799778390458597)  2025-08-25T02:07Z [----] followers, [---] engagements


"$GMG - Long at current levels. Balance sheet strength and Data centre pipeline attractive IMHO Recent reversal on reporting was a rare historical occurrence"  
[X Link](https://x.com/Tze_C/status/1960957324925001814)  2025-08-28T06:47Z [----] followers, [---] engagements


"@ryu_tay Need Coreweave type plays. otherwise $GMG balance sheet/portfolio is prime. $DGT needs to tie up with Firmus"  
[X Link](https://x.com/Tze_C/status/1960978029347528788)  2025-08-28T08:09Z [----] followers, [---] engagements


"$NXT - Sell-side analysts haven't thrown up too much about FY26 Capex increase. Nominally long $NXT - but I still like $GMG Balance Sheet"  
[X Link](https://x.com/Tze_C/status/1961205143657222318)  2025-08-28T23:11Z [----] followers, [---] engagements


"$GMG - this should be $38+ IMHO (Long)"  
[X Link](https://x.com/Tze_C/status/1978690359732343114)  2025-10-16T05:11Z [----] followers, [---] engagements


"$GMG Goodman Outlook looks stable/positive. Accumulate on any weakness IMHO (Long)"  
[X Link](https://x.com/Tze_C/status/1985841974159839708)  2025-11-04T22:49Z [----] followers, [---] engagements


"$VUL - Oof overhang indeed $4 to get it away (Not held currently)"  
[X Link](https://x.com/Tze_C/status/1995989322953314785)  2025-12-02T22:51Z [----] followers, [---] engagements


"$VUL - Long position currently - NY research:"  
[X Link](https://x.com/Tze_C/status/2010522593485615203)  2026-01-12T01:21Z [----] followers, [---] engagements


"$AGE - New life with new MD / refocus on a development strategy - long / interesting"  
[X Link](https://x.com/Tze_C/status/2016286923351064942)  2026-01-27T23:07Z [----] followers, [---] engagements


"Exited $PLS $IGO $LTR; scaled down $MIN $VUL. Lets see from here given GFEX etc"  
[X Link](https://x.com/Tze_C/status/2016632069540237722)  2026-01-28T21:58Z [----] followers, [---] engagements


"$DYL - another 10% day - Largest Uranium position"  
[X Link](https://x.com/Tze_C/status/2016675850025127955)  2026-01-29T00:52Z [----] followers, [---] engagements


"$PLS - Lower production vols and higher Op Cost. hmm"  
[X Link](https://x.com/Tze_C/status/2017000686542901519)  2026-01-29T22:23Z [----] followers, [---] engagements


"@jsrailton @BillAckman What is the stop valve on all of this in seriousness. Science fiction is a reality"  
[X Link](https://x.com/Tze_C/status/2017349827345178664)  2026-01-30T21:30Z [----] followers, [---] engagements


"$WOR - Worley looking very interesting again at these levels IMHO. Reality is shorter term oil blips should not be impacting relative to $WDS etc. Courtesy of @FNArena"  
[X Link](https://x.com/Tze_C/status/1798142518112260318)  2024-06-04T23:59Z [----] followers, [---] engagements


"@NickLagarrigue No. not a REIT now and will be far more than $GMG. Think more the non-advisory side of $MQG"  
[X Link](https://x.com/Tze_C/status/1857293143286415638)  2024-11-15T05:22Z [----] followers, [--] engagements


"$TYR - Looking for a close above [--] to support BFlag - Been a laggard of late however looking interesting (Held)"  
[X Link](https://x.com/Tze_C/status/1943136248568422647)  2025-07-10T02:32Z [----] followers, [---] engagements


"$TYR mgmt view is that RBA proposal is at worst neutral with upside given product structure etc. Good opp today (Held) Does this become a MAC on the $SMP deal $TYR is much better placed with 30% reliant on surcharge vs 80% of $SMP RBA proposes complete ban on card surcharging saving shoppers $1.2b https://t.co/0INWcc9KXw Does this become a MAC on the $SMP deal $TYR is much better placed with 30% reliant on surcharge vs 80% of $SMP RBA proposes complete ban on card surcharging saving shoppers $1.2b https://t.co/0INWcc9KXw"  
[X Link](https://x.com/Tze_C/status/1945015378033222144)  2025-07-15T06:59Z [----] followers, [---] engagements


"Hmm $TYR looks (Held)"  
[X Link](https://x.com/Tze_C/status/1948626752408092732)  2025-07-25T06:09Z [----] followers, [---] engagements


"$CSL - $229 Oct [----] lows - could be of interest. 20x FY26 P/E ratio on a 10% earnings growth company (Entry considered)"  
[X Link](https://x.com/Tze_C/status/1957651089270141104)  2025-08-19T03:49Z [----] followers, [----] engagements


"Whilst $CSL and $JHX are arguably battling against structural change and growth profiles; $WOW (no pos) and $WTC (long) are different (also between both cases). The few days post reporting will be interesting https://www.afr.com/chanticleer/even-poor-old-woolworths-can-t-hide-from-the-quant-quake-20250827-p5mqet https://www.afr.com/chanticleer/even-poor-old-woolworths-can-t-hide-from-the-quant-quake-20250827-p5mqet"  
[X Link](https://x.com/Tze_C/status/1960842495807643914)  2025-08-27T23:10Z [----] followers, [---] engagements


"$QAN - Looking interesting (Held) $WES - will $1.50 capital return save a flat result (Held)"  
[X Link](https://x.com/Tze_C/status/1960851420632265099)  2025-08-27T23:46Z [----] followers, [---] engagements


"$AEE - reviewing this again - see that AISC has increased to more realistic levels"  
[X Link](https://x.com/Tze_C/status/1966287253921214845)  2025-09-11T23:46Z [----] followers, [---] engagements


"$RCM - Tribeca Sprott Jupiter. Haven't looked close enough at asset however this recap is interesting"  
[X Link](https://x.com/Tze_C/status/1968179735000912116)  2025-09-17T05:06Z [----] followers, [---] engagements


"$TYR - So who picked up 15MM and sold yesterday @$1.20"  
[X Link](https://x.com/Tze_C/status/1968894460571369840)  2025-09-19T04:26Z [----] followers, [---] engagements


"$WTC - @$85 - Sell side FY26 estimates vs Price Targets. Ripe for a rotation (long) - (If Richard is done)"  
[X Link](https://x.com/Tze_C/status/1975704944075526271)  2025-10-07T23:29Z [----] followers, [----] engagements


"@toy59496 $INR is the same as $IONR"  
[X Link](https://x.com/Tze_C/status/1977847450414326105)  2025-10-13T21:22Z [----] followers, [---] engagements


"Long: back to basics today at scale - $ALL $CSL etc"  
[X Link](https://x.com/Tze_C/status/1978592220665233534)  2025-10-15T22:42Z [----] followers, [---] engagements


"$CSL - Why do we even bother"  
[X Link](https://x.com/Tze_C/status/1982947387166601705)  2025-10-27T23:07Z [----] followers, [---] engagements


"$CSL - Retail brokers (Commsec / Westpac etc) sucking up the buys today"  
[X Link](https://x.com/Tze_C/status/1982970143614611880)  2025-10-28T00:38Z [----] followers, [---] engagements


"$CSL - wake me up at $150. and even then"  
[X Link](https://x.com/Tze_C/status/1983383552546033678)  2025-10-29T04:01Z [----] followers, [---] engagements


"$CSL - fundies trying to jawbone that it is cheap"  
[X Link](https://x.com/Tze_C/status/1983758552121668006)  2025-10-30T04:51Z [----] followers, [---] engagements


"$IPX - good opportunity for intraday on this thanks to Spruce. Equally though when a short report full of guff comes out it annoys me when they have an opportunity to close out"  
[X Link](https://x.com/Tze_C/status/1990285772755554797)  2025-11-17T05:08Z [----] followers, [---] engagements


"Scale positions in Lithium playing out well - $MIN $PLS $IGO. Smaller $GLN $INR $VUL etc LG Chem results were concerning - however GFEX performance has been strong"  
[X Link](https://x.com/Tze_C/status/2010943336346186091)  2026-01-13T05:13Z [----] followers, [---] engagements


"$IPX - Not to say that DoW funding grants are not under-table bollocks; however that short report I still maintain made no sense"  
[X Link](https://x.com/Tze_C/status/2011936654010040698)  2026-01-15T23:00Z [----] followers, [---] engagements


"That Aura x $QOR deal is an interesting spruik. Want to know what the pre-money valuation on that $75M raise in Aura was - rather than the A$72c flash. Putting aside the 17month payback on CAC$ in Aura; The Robert Downy Jr (Iron Man) tie up is amazing🫥"  
[X Link](https://x.com/Tze_C/status/2018538087308214754)  2026-02-03T04:12Z [----] followers, [---] engagements


"$BVS vs $NXL: Interesting compare and contrast (Noting this BVS hasn't been updated for yesterday - 22% EBITDA margin FY26 at mid point)"  
[X Link](https://x.com/Tze_C/status/1973530847195410463)  2025-10-01T23:29Z [----] followers, [---] engagements


"$ARU - Won't be holding into tomorrow when SPP lands"  
[X Link](https://x.com/Tze_C/status/1977533629673930838)  2025-10-13T00:35Z [----] followers, [---] engagements


"$ARU - OK - maybe yesterday was too early an exit"  
[X Link](https://x.com/Tze_C/status/1977952941400322458)  2025-10-14T04:21Z [----] followers, [---] engagements


"$ARU - Didn't participate due to [--] tranche structure. Also noting NdPr price backing NPV. Probably wrong choice or not"  
[X Link](https://x.com/Tze_C/status/1983305959863922795)  2025-10-28T22:52Z [----] followers, [---] engagements


"@SniffRocks Floor price - so how about for $LYC output"  
[X Link](https://x.com/Tze_C/status/1983322080071561336)  2025-10-28T23:56Z [----] followers, [--] engagements


"@SniffRocks Unlevered IRR 18% - Looks OK until we see NdPR pricing of $120+ US DOD set incentive price of $110 recently for MP. Few hoops here. but we are talking about A$500M EV post raise at the moment if it all works"  
[X Link](https://x.com/Tze_C/status/1983324207237988522)  2025-10-29T00:05Z [----] followers, [--] engagements


"$VUL - opp post placement has played out nicely. $ARU hmm"  
[X Link](https://x.com/Tze_C/status/2008376011797524951)  2026-01-06T03:12Z [----] followers, [---] engagements


"$ARU - REE - placement levels re-tested. Long risk/reward attractive"  
[X Link](https://x.com/Tze_C/status/2014204490384335021)  2026-01-22T05:12Z [----] followers, [---] engagements


"REE Taco Remembering that Albo has kept price protection as a proposal for Aussie REE - eg $ARU etc"  
[X Link](https://x.com/Tze_C/status/2017094288010863060)  2026-01-30T04:35Z [----] followers, [---] engagements


"$CPU - Plan working well - $24+ Recovering to position pre US bank meltdown with SVB etc. $25-$26 targets in sight. $CPU - Excellent run Held at scale - expect continuation with US rate expectations https://t.co/ONQIVMQv5f $CPU - Excellent run Held at scale - expect continuation with US rate expectations https://t.co/ONQIVMQv5f"  
[X Link](https://x.com/Tze_C/status/1679652756645359616)  2023-07-14T00:43Z [----] followers, [---] engagements


"Trump Uranium E/Os. Domestic first - so ASX: $BOE $SLX $GUE But then other Tier As still interesting in friendly jurisdictions: $DYL $BMN Australia etc"  
[X Link](https://x.com/Tze_C/status/1925782018245251122)  2025-05-23T05:13Z [----] followers, [---] engagements


"Cannacord and Ords agree with my speculation - $INR. Even without [--] year mine life at US$7.2K LCE AISC is pretty good. Boron is a significant add. $INR - Recent Long - Most interesting permitted Lithium project moving to development. US$1BN [--] year loan at US Treasury rate from DOE. Trump - push for a 10% equity interest $INR - Recent Long - Most interesting permitted Lithium project moving to development. US$1BN [--] year loan at US Treasury rate from DOE. Trump - push for a 10% equity interest"  
[X Link](https://x.com/Tze_C/status/1975003247367856403)  2025-10-06T01:00Z [----] followers, [----] engagements


"Just as a reference 33c $INR when Rhyolite Ridge was permitted in Oct [--]. US$1.9BN unlevered NPV. Almost $2K / Tonne less AISC than $LAC Surprised Trump hasn't knocked on the door for 5% equity - $INR - 24c - +30% open $INR - 24c - +30% open"  
[X Link](https://x.com/Tze_C/status/1975338002080837786)  2025-10-06T23:10Z [----] followers, [----] engagements


"$PCK - Having previously been involved in the RAC sector. the simple question is why has there been limited revenues here in Oz to-date and how will that differ in the US"  
[X Link](https://x.com/Tze_C/status/1975733581046759742)  2025-10-08T01:22Z [----] followers, [---] engagements


"BNPL - $ZIP Long today at close - post results"  
[X Link](https://x.com/Tze_C/status/1980140797065601217)  2025-10-20T05:15Z [----] followers, [---] engagements


"Heavy Rare Earths resources first to receive EXIM: $NTU and $VHM"  
[X Link](https://x.com/Tze_C/status/1980405440182907153)  2025-10-20T22:47Z [----] followers, [---] engagements


"ASX Silver sector. 3000g hits and ignored - $ASL $MTH. Liquidity too low for anything of significance"  
[X Link](https://x.com/Tze_C/status/1980467461599461768)  2025-10-21T02:53Z [----] followers, [---] engagements


"$ZIP. Long position again - Lets see"  
[X Link](https://x.com/Tze_C/status/1980772047363149887)  2025-10-21T23:03Z [----] followers, [---] engagements


"$ZIP - Pretty key trend threshold right now"  
[X Link](https://x.com/Tze_C/status/1981168881827008793)  2025-10-23T01:20Z [----] followers, [---] engagements


"$CMA - Did not participate at IPO b/c of valuation of a sub scale business priced on level with scaled comps in US. Cannacord out with research and a comp table that makes the point. Is Carma going to be another $GYG Valuation looks full compared to $CVNA that is established and profitable. But might have that new car smell (pun intended) https://t.co/CzQTGB6S5j Is Carma going to be another $GYG Valuation looks full compared to $CVNA that is established and profitable. But might have that new car smell (pun intended) https://t.co/CzQTGB6S5j"  
[X Link](https://x.com/Tze_C/status/1993813324346347597)  2025-11-26T22:45Z [----] followers, [---] engagements


"$BOE: - 18/6: +++ "Fully committed to delivering" - 24/7: Craib step down. COO Dusci -- MD - 28/7: - - - "Identified potential challenges to delivering name plate capacity" - 18/12: FY26 will be achieved but EFS withdrawn. Dusci joined 24; can he fix this shitshow"  
[X Link](https://x.com/Tze_C/status/2001433067492405699)  2025-12-17T23:23Z [----] followers, [---] engagements


"Expect money flows from $BOE into $DYL / $PDN"  
[X Link](https://x.com/Tze_C/status/2001870372506075345)  2025-12-19T04:21Z [----] followers, [---] engagements


"$NST - Won't take any intellectual credit for enjoying the holiday break rather than taking a position pre NY. Tough Ops update - opportunity potentially"  
[X Link](https://x.com/Tze_C/status/2006887746091233587)  2026-01-02T00:38Z [----] followers, [---] engagements

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