# ![@asxpeasant Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1071574424371875842.png) @asxpeasant Peasant

Peasant, a social media personality, shares investment insights and updates on various stocks, including $TRP, $AYA, $MTM, and others. Recently, Peasant expressed optimism about $TRP's growth prospects and shared updates on their personal experience using the product to heal a wound. Peasant also discussed other stocks, providing analysis and updates on their investment thesis.

### Engagements: [-----] [#](/creator/twitter::1071574424371875842/interactions)
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- [--] Week [------] -51%
- [--] Month [-------] +140%
- [--] Months [---------] +99%
- [--] Year [---------] +77%

### Mentions: [--] [#](/creator/twitter::1071574424371875842/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1071574424371875842/c:line/m:posts_active.svg)

- [--] Week [--] -7.50%
- [--] Month [---] +44%
- [--] Months [---] +60%
- [--] Year [-----] +64%

### Followers: [-----] [#](/creator/twitter::1071574424371875842/followers)
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- [--] Week [-----] +0.34%
- [--] Month [-----] +2.70%
- [--] Months [-----] +14%
- [--] Year [-----] +28%

### CreatorRank: [-------] [#](/creator/twitter::1071574424371875842/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1071574424371875842/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  49.6% [stocks](/list/stocks)  16% [cryptocurrencies](/list/cryptocurrencies)  8.8% [currencies](/list/currencies)  5.6% [countries](/list/countries)  2.4% [exchanges](/list/exchanges)  2.4% [celebrities](/list/celebrities)  0.8% [social networks](/list/social-networks)  0.8%

**Social topic influence**
[$eiq](/topic/$eiq) 12.8%, [gold](/topic/gold) 11.2%, [stocks](/topic/stocks) 9.6%, [debt](/topic/debt) #1427, [$frb](/topic/$frb) 8.8%, [if you](/topic/if-you) 7.2%, [$nvu](/topic/$nvu) 7.2%, [$nuz](/topic/$nuz) 7.2%, [$nsb](/topic/$nsb) 6.4%, [money](/topic/money) 5.6%

**Top accounts mentioned or mentioned by**
[@4x4maniac63](/creator/undefined) [@sniffrocks](/creator/undefined) [@danielstea1](/creator/undefined) [@dialdfordan](/creator/undefined) [@findmybrok3r](/creator/undefined) [@aurelio53](/creator/undefined) [@bollingerbanters](/creator/undefined) [@aurelio53_](/creator/undefined) [@asxpeasantnotec213431924r4cd0luutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@greatmartis](/creator/undefined) [@paulinehansonoz](/creator/undefined) [@onenationaus](/creator/undefined) [@realworldfi](/creator/undefined) [@lumosdx](/creator/undefined) [@kneppyi](/creator/undefined) [@bollingerbanter](/creator/undefined) [@nicklagarrigue](/creator/undefined) [@hsiuchinchen168](/creator/undefined) [@dreadpirateten](/creator/undefined) [@csd2500](/creator/undefined)

**Top assets mentioned**
[TC Energy Corporation (TRP)](/topic/$trp) [Bitcoin (BTC)](/topic/bitcoin) [R1 RCM Holdco, Inc. (RCM)](/topic/$rcm) [Strategy (MSTR)](/topic/$mstr) [Wagerr (WGR)](/topic/$wgr) [Shinhan Financial Group Co Ltd (SHG)](/topic/$shg) [Vaulta (A)](/topic/$eos) [CBRE Group Inc (CBRE)](/topic/$cbre)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Im only going to say this once and Im right and its going to piss everyone in crypto off. THERE IS NO ALT SEASON Everyone knows alts now everyone who wants to put money in alts has done so. Youre just trading shit amongst yourselves. Its #bitcoin or NOTHING UNLEASH"  
[X Link](https://x.com/anyuser/status/1974709029596495935)  2025-10-05T05:31Z [----] followers, 19.7K engagements


"Remember when stocks were pumping last year and I said Id be here posting through the ups and downs whilst pumpers will leave you bag holding And have I not told you exactly where I am cutting on the minute of a bad result or active development of bearish macro events Rather than hunkering down and serving myself I am still here posting. And I was insulted about how that is a weak flex. Its not a flex. I chose to be here because when I first started out in shares I was getting chopped up like every other retail listening to degenerate advice from institutional brokers just peddling their own"  
[X Link](https://x.com/asxpeasant/status/2019530003604730161)  2026-02-05T21:54Z [----] followers, [----] engagements


"Maintaining bearish on major indices and big tech. [----] Chart overlay remains on point. 😘 Description and justification below. Macro update⚠⚠ Ive swam a few laps in the pool and emerged maintaining my short term bearish view on tech. Heres why. In [----] we had a 35% correction in tech on the back of: [--]. aggressive rate hikes and higher yields. A theme which I think is prevalent right now despite https://t.co/MpfnleqFdr Macro update⚠⚠ Ive swam a few laps in the pool and emerged maintaining my short term bearish view on tech. Heres why. In [----] we had a 35% correction in tech on the back of: 1."  
[X Link](https://x.com/asxpeasant/status/2022042608302968989)  2026-02-12T20:18Z [----] followers, [----] engagements


"VALHALLAH I haveth arrivethed early. Another 10x in less than [--] months. ✅ $MTM Now that I expect so much from myself Ill be disappointed if I dont get [--] more before July next year. BUT I WILL. You know what they are https://open.substack.com/pub/thepeasantway $MTM I got my big fill at the raise price as promised by the market gods. Congrats to the other big orders filled. ✅ Off to VALHALLAH See you all at 60c in [--] months PEASANT [----] https://t.co/MSYUNSEsY8 https://open.substack.com/pub/thepeasantway $MTM I got my big fill at the raise price as promised by the market gods. Congrats to the"  
[X Link](https://x.com/anyuser/status/1935135154181390708)  2025-06-18T00:39Z [----] followers, 11.9K engagements


"I have a new piece coming out at 9:45am tomorrow. In that piece Ive provided A LARGE PORTION of it for free. Its done that way to HELP YOU all see the markets the way I do. (paid folk you still get the privilege on my take on a new find) STAY TUNED: https://open.substack.com/pub/thepeasantway https://open.substack.com/pub/thepeasantway"  
[X Link](https://x.com/anyuser/status/1973649170151211036)  2025-10-02T07:20Z [----] followers, 10.9K engagements


"I have finally finished my analysis on Clarity Pharma $CU6 😮💨 phew Check it out as you will not be left disappointed with the potential of this business. Absolute MONSTER and Major rerate catalysts are approaching this year https://substack.com/@asxpeasant/note/c-213431924r=4cd0lu&utm_medium=ios&utm_source=notes-share-action https://substack.com/@asxpeasant/note/c-213431924r=4cd0lu&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/asxpeasant/status/2021843208192528731)  2026-02-12T07:05Z [----] followers, [----] engagements


"This is the bit where $MSTR CEO Michael Saylor openly admitted his Ponzi scheme by telling the world that when #BTC dumps and his AUM holders will be debt leveraged underwater hell raise more money from new creditors to pay his old creditors. I just need to capture this point in time as a reference point to peak ponzi bubble. https://twitter.com/i/web/status/2021904073046544651 https://twitter.com/i/web/status/2021904073046544651"  
[X Link](https://x.com/asxpeasant/status/2021904073046544651)  2026-02-12T11:07Z [----] followers, [----] engagements


"Global multi billion dollar Commercial real estate stocks plunging by record amounts due from buckling under debt leveraged pressure is a sign of a healthy bull market ✅ Real Estate Giant CBRE Group $CBRE plunged by more than 12% 📉📉 There have been only [--] periods of time where the stock has fallen more: 1) Covid and 2) The Global Financial Crisis 🤯👀 https://t.co/65kDZh8xVk Real Estate Giant CBRE Group $CBRE plunged by more than 12% 📉📉 There have been only [--] periods of time where the stock has fallen more: 1) Covid and 2) The Global Financial Crisis 🤯👀 https://t.co/65kDZh8xVk"  
[X Link](https://x.com/asxpeasant/status/2021906266407448841)  2026-02-12T11:16Z [----] followers, [----] engagements


"On the topic of missing a post or a note of mine when Im selling a stock be aware that not only from me but general consensus in the market is that there is a significant multiples compression to occur in tech and market valuations generally which is now playing out. Interpret this as a signal to remove your risk on lower quality stocks and take cash. please do not just wait to try and mimic my moves as Ive noticed a few people have missed out on selling TRP AI1 C1X etc because they missed the note or post of mine. Please act prudently on your own accord to protect capital when the messaging"  
[X Link](https://x.com/asxpeasant/status/2022143466650972354)  2026-02-13T02:59Z [----] followers, [----] engagements


"$EIQ - retail investors deserve better than this. Rather than relying on a network of social media accounts to scratch up important information put the stock on TH and issue out an informed update. This is a bad look for management. $EIQ Gents do your research but to me this does look like their cat [--] application for reimbursement needs more work and could be delayed +3 months. Check and see if Im mistaken though. This isnt a deal breaker yet but short term not ideal. $EIQ Gents do your research but to me this does look like their cat [--] application for reimbursement needs more work and could"  
[X Link](https://x.com/asxpeasant/status/1924293225558446145)  2025-05-19T02:37Z [----] followers, 14.1K engagements


"Even if $EIQ has had its reimbursement code rejected: [--]. Revenue was not going to be material till [----] [--]. It does nothing for FDA on heart failure The cat3 reimbursement code is to me a technical hurdle. Sellers have discounted the company by $70 million Its overkill. $EIQ - retail investors deserve better than this. Rather than relying on a network of social media accounts to scratch up important information put the stock on TH and issue out an informed update. This is a bad look for management. $EIQ - retail investors deserve better than this. Rather than relying on a network of social"  
[X Link](https://x.com/asxpeasant/status/1924297353185694195)  2025-05-19T02:53Z [----] followers, 12.1K engagements


"I put it frankly; retail discounting $EIQ by $70-80 million was exaggerated overkill It was as though FDA approval was revoked I said it was obviously a buy at 23c before the TH and I hope the guys who took the time to understand the business agreed and backed them too. The update on $EIQ Their category [--] application for all intensive purposes is a technical matter and the company confirms a resubmission can and will be made by June for the September [----] assessment panel. So far nothing causing me any alarm. The update on $EIQ Their category [--] application for all intensive purposes is a"  
[X Link](https://x.com/asxpeasant/status/1924983635167609232)  2025-05-21T00:20Z [----] followers, [----] engagements


"Following the recent stuff around by $EIQ for those who follow my portfolio updates youll notice a 30% reduction on my position. If you follow me closely enough youll know management competency is [--] of [--] core measures in my choices. Ill invest in $BOT and my newest holding. $EIQ - retail investors deserve better than this. Rather than relying on a network of social media accounts to scratch up important information put the stock on TH and issue out an informed update. This is a bad look for management. $EIQ - retail investors deserve better than this. Rather than relying on a network of"  
[X Link](https://x.com/asxpeasant/status/1926836627193675890)  2025-05-26T03:03Z [----] followers, [----] engagements


"$EIQ - looks like management confidence is weighing on investor minds. I reduced a few days ago as you know and watching 15-18c levels for that parcel. They still expect cat [--] reimbursement codes this year as well as FDA on Heart Failure Q1 [----] its by no means a lost cause. Following the recent stuff around by $EIQ for those who follow my portfolio updates youll notice a 30% reduction on my position. If you follow me closely enough youll know management competency is [--] of [--] core measures in my choices. Ill invest in $BOT and my newest holding. Following the recent stuff around by $EIQ for"  
[X Link](https://x.com/asxpeasant/status/1928267593233707242)  2025-05-30T01:49Z [----] followers, [----] engagements


"If you wanted to take another shot at $NVU now would be an ok time. This deal with Arrow is quite impressive and will lead to more positive news flow and commercial progress. I myself am not going to diversify out of my two higher-conviction-for-me semi plays $WBT and $Ai1"  
[X Link](https://x.com/asxpeasant/status/1983712762233799132)  2025-10-30T01:49Z [----] followers, [----] engagements


"Alright we have $AI1 triggered and now in halt ✅ C1X I reckon imminent now Also weve got a few more coming up after that and Im now going add another to the list $TRP before EOCY [----] Commercial scale up agreement For market expansion launch March [----] Heres the ideas Im juggling when considering positioning now. All in my base case: Before EOCY $LDX announce waiver 2.5x Before Jan [----] $AI1 announce tech 3x Before EOCY [----] $COV announce commercial partner and raise capital 2x Before December [----] $C1X announce Heres the ideas Im juggling when considering positioning now. All in my base"  
[X Link](https://x.com/asxpeasant/status/1988756106185961631)  2025-11-12T23:49Z [----] followers, 13.2K engagements


"Here is one for you $GCM fans. 95% of the rack IS COOLING. Grab it and run Elon Musk: Why a [--] Terawatt AI is impossible on Earth "My estimate is that the cost-effectiveness of AI in space will be overwhelmingly better than AI on the ground. So long before you exhaust potential energy sources on Earth meaning perhaps in the four or five-year https://t.co/gwCl6dkD0I Elon Musk: Why a [--] Terawatt AI is impossible on Earth "My estimate is that the cost-effectiveness of AI in space will be overwhelmingly better than AI on the ground. So long before you exhaust potential energy sources on Earth"  
[X Link](https://x.com/asxpeasant/status/1991334513671291376)  2025-11-20T02:35Z [----] followers, [----] engagements


"Everyone is so sick of winning by now thats why I only get [--] views on my most alpha-est posts and Burry gets [--] million subscribers on his stack shorting the market [--] times a Year and going 100x long on crypto shit coins. $TRP $TRP here we go.Break out. 10x by June [----] Catalysts; increase in cashflows from the commerical expansion launch in Feb [----] and 510k application end [----] https://t.co/T6zPc5oFZs $TRP here we go.Break out. 10x by June [----] Catalysts; increase in cashflows from the commerical expansion launch in Feb [----] and 510k application end [----] https://t.co/T6zPc5oFZs"  
[X Link](https://x.com/asxpeasant/status/1998557107776520417)  2025-12-10T00:55Z [----] followers, [----] engagements


"If youve been sitting on the fence about me getting lucky on more than 80% of my picks like $TRP Now is the time to snap the chord. All my best work is in the paid stack because nothing good comes free. I think youll find it will be worth it https://open.substack.com/pub/thepeasantway https://open.substack.com/pub/thepeasantway"  
[X Link](https://x.com/asxpeasant/status/1998566686748979531)  2025-12-10T01:33Z [----] followers, [----] engagements


"Great ✅ $WBT Coby pulls through like he said he would. Ive been with this company for years and I know how seriously he takes his word. Texas Instruments is a 160B USD cap company with 30% net profit. It goes to show how profitable vertical semis can be across the board"  
[X Link](https://x.com/asxpeasant/status/2005411228940996757)  2025-12-28T22:51Z [----] followers, [----] engagements


"All Ive learnt here is to max leverage long the underlying commodity instead of buying a spec miner if youre long the underlying #silver $RCM Almost back to where I took profit whereas silver is up like 2x After some consideration and being up + 150% Im going to take my initial invested capital on $RCM Ill leave the rest to keep learning from it My observations so far is scale of the dilution is huge I invested in a 17m cap I made 2.5x and the co mcap is now 4.7x at 80m https://t.co/SzI6vQBC7L After some consideration and being up + 150% Im going to take my initial invested capital on $RCM"  
[X Link](https://x.com/asxpeasant/status/2005417055114412440)  2025-12-28T23:14Z [----] followers, [----] engagements


"Congrats to those who had the patience decided to stay on with $FRB sentiment has turned in this sector and funding is looking highly probable which will make this very profitable endeavour with battery additives and manganese processing a goer Well done to holders 🥂 They like $FRB now 🥲 I think more will like it once FRB secure the remaining funding later this year to complete their plant. Also if you want my take on the fundamentals: https://t.co/jOHnKH2bgo https://t.co/aSaLndwVGP They like $FRB now 🥲 I think more will like it once FRB secure the remaining funding later this year to"  
[X Link](https://x.com/asxpeasant/status/2011580498280431681)  2026-01-14T23:25Z [----] followers, [----] engagements


"And were back above my profit take price with initial parcel now exceeding the prior peak 🔥 $RCM Very good silver Very good. Newest gold pick is on the stack now btw. After some consideration and being up + 150% Im going to take my initial invested capital on $RCM Ill leave the rest to keep learning from it My observations so far is scale of the dilution is huge I invested in a 17m cap I made 2.5x and the co mcap is now 4.7x at 80m https://t.co/SzI6vQBC7L After some consideration and being up + 150% Im going to take my initial invested capital on $RCM Ill leave the rest to keep learning from"  
[X Link](https://x.com/asxpeasant/status/2011581433736020107)  2026-01-14T23:29Z [----] followers, [----] engagements


"$FRB powering ahead Hey just in case I wasnt clear I sold out early at 18c before this run. Im not here to deceive or claim every stock that runs as my win. congrats to all of those who decided to hold not inclusive of me :) I saw risk in them getting funding which I think the market is now confident with so well done when you get this big re-rate. you stuck with it so you earned it. God speed. P Congrats to those who had the patience decided to stay on with $FRB sentiment has turned in this sector and funding is looking highly probable which will make this very profitable endeavour with"  
[X Link](https://x.com/asxpeasant/status/2013030707619352592)  2026-01-18T23:28Z [----] followers, [----] engagements


"Hmm I might need to increase that gold diversification to 20%-25% of port may need to start the hunt for pick #3. This debt dumping situation looks unstable / rapidly unwinding now in Japan. May have big rippling repercussions globally. #Gold can easily go 10-15k here"  
[X Link](https://x.com/asxpeasant/status/2013570517245272081)  2026-01-20T11:13Z [----] followers, [----] engagements


"$WGR will produce [-----] oz of gold from April [----] to June [----] At a rate of [----] oz a month ready to go by March at an all in cost of $3100oz The Margin is $4000au on $7000 gold (profit before tax $172m) and were on $7500 gold. $WGR Cap is 70m fully funded. their Phase [--] produces another $300m-400m cash from [----] at $7000 gold. The thesis here is will gold stay or go up. There are no other ifs. https://twitter.com/i/web/status/2016368301887389873 https://twitter.com/i/web/status/2016368301887389873"  
[X Link](https://x.com/asxpeasant/status/2016368301887389873)  2026-01-28T04:30Z [----] followers, [---] engagements


"So the base case for #gold if US dollar survives as the reserve currency and USA doesnt have the biggest debt crisis in history is this. Whilst Im long tech and Im long currency devaluation I did not have US dollar reserve currency destruction and catastrophic unwinding of U.S. debt on my agenda for [----]. Eyes MUST be on long duration US bonds. When those slip (yields north 5%) its going to get really rough out there. https://twitter.com/i/web/status/2016701439079567558 https://twitter.com/i/web/status/2016701439079567558"  
[X Link](https://x.com/asxpeasant/status/2016701439079567558)  2026-01-29T02:34Z [----] followers, [----] engagements


"Whilst a believer in bitcoin as alternative hedge its so heavily tied to debt that its likely going to get worse before it gets better. For starters $MSTR scam needs to implode contained to crypto. Should see the end of alts then from the ashes BTC can do its thing Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/IwVI2Xg1qO Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/IwVI2Xg1qO"  
[X Link](https://x.com/asxpeasant/status/2017812790896169072)  2026-02-01T04:10Z [----] followers, [----] engagements


"Another cracker bio Well done to the stackers who did their own homework following my post and decided this was a worthy opportunity. Ive yet to finish my full due diligence but working through it since my initial notice highly promising progress is being made here with $RHY. Now that were substantially up from the initial base Im happy to open up this stock to public scrutiny and broader awareness. their turn around strategy was put in motion a year ago and the results in commerical progress that caught my bid not long ago:"  
[X Link](https://x.com/asxpeasant/status/2018472879000805805)  2026-02-02T23:53Z [----] followers, [----] engagements


"$LDX yep. checks out I was loud about loading up into LDX 21c after the very clear update and now Im very happy to see this back on track to the target. 45-60c somewhere there by mid year should be just fine. Thanks $LDX for the very clear update. $LDX well there you have it folks. $150m wiped off the market cap because theyre [--] months late. Thats an hourly rate of $430000 per hour for a standard [--] hour work week. Lesson: Do not be late We value our time at $430000 for every hour youre late. Because I could https://t.co/0VrAl3qhC1 $LDX well there you have it folks. $150m wiped off the market"  
[X Link](https://x.com/asxpeasant/status/2018545437834416620)  2026-02-03T04:41Z [----] followers, [----] engagements


"It starts to manifest in forward priced assets first. Tech. Macro is slowly revealing its hand and these wont be short term blips. Were talking about deeply structural changes reaching tipping point. Gold USD dominance spiralling US debt sunk cost into AI with robots still years out. These are all very serious things that need to get priced in fairly quickly. I am starting to feel uneasy from a macro perspective. What I am seeing and the trigger point Im watching closely: ⚠ #Gold highlighting US dollar weakness as a reserve which will then impact their ability to sell their debt and thus"  
[X Link](https://x.com/asxpeasant/status/2018798382278721944)  2026-02-03T21:26Z [----] followers, [----] engagements


"I never really thought about shorting it. Pardon my ignorance but can that be done on BTCMARKETS or only binance and stuff But nah man as soon as I do it Ill get flagged by the ATO and its a pain in the ass now since I need to do quarterly statements. Im just going to leave it be. Ill make money somewhere else https://twitter.com/i/web/status/2018852868334493979 https://twitter.com/i/web/status/2018852868334493979"  
[X Link](https://x.com/asxpeasant/status/2018852868334493979)  2026-02-04T01:03Z [----] followers, [---] engagements


"Ok so somehow I missed this wedge break out on the most important signal for the Australian debt market. Forget AmericaWere bloody toast. Hold onto your dog boxes"  
[X Link](https://x.com/asxpeasant/status/2018902039745667396)  2026-02-04T04:18Z [----] followers, 25.4K engagements


"IMPORTANT 🚩 Red Flag for Aussies and our Markets. The bond markets are like the WORLDS dividend. An acceptable long term bond rate is generally the markets expectation of the growth of credit (ie DEBT) plus risk premium (additional yield) associated with THAT NATION to deliver on the productivity that backs that bond payment. If a nations productivity and ability to generate GDP and trade surplus seems risky and its likely that they will need to print more money to satisfy future bond payments the RISK PREMIUM increases to factor in that additional currency inflation. GLOBAL BASE RATE +"  
[X Link](https://x.com/asxpeasant/status/2019002020074762469)  2026-02-04T10:56Z [----] followers, [----] engagements


"Its not something I do often and I definitely dont encourage it for anyone whos new to stocks but along with just holding cash Im putting the cash to work by hedging my tech exposure by leaning into the rotation with a short on NASDAQ here. Im thinking we have [----] points in this drop (to 22-23k) and anything further Ill likely stay out of with respect to short and build on my preferred stocks. bearish short term. Havent formed a solid view on medium term. Bullish Long term https://twitter.com/i/web/status/2019199612138189111 https://twitter.com/i/web/status/2019199612138189111"  
[X Link](https://x.com/asxpeasant/status/2019199612138189111)  2026-02-05T00:01Z [----] followers, [----] engagements


"Here comes the debt roll over problem. Not mainstream yet but its comingggg. They cant say it on MSM until it happens at that would exasperate the issue. I probably need to add to those shorts. 🚨 WARNING: THE $12 TRILLION STORM IS COMING The US Treasury has a massive problem nobody wants to talk about. Take a good look at this chart. That giant blue spike Yeah that's trillions in US debt that rolls in [----] not [----] not [----]. In [----]. And it all has to get https://t.co/BtV8GlXNfO 🚨 WARNING: THE $12 TRILLION STORM IS COMING The US Treasury has a massive problem nobody wants to talk about."  
[X Link](https://x.com/asxpeasant/status/2019201904476319884)  2026-02-05T00:10Z [----] followers, [----] engagements


"$VTX looks to be on track to do about 300oz gold in Feb this highlighted section produces 100oz alone with an expected 200oz to come out of decline [--]. My thoughts are: Feb: 300oz March 650oz April [---] oz May [---] oz June [----] oz July [----] oz August 1800oz Sustained 1800-2100oz per month. FOREVER. Nah well see. Not sure how smooth UG mining can be. We can hope. https://twitter.com/i/web/status/2019220369710936391 https://twitter.com/i/web/status/2019220369710936391"  
[X Link](https://x.com/asxpeasant/status/2019220369710936391)  2026-02-05T01:23Z [----] followers, [----] engagements


"@SniffRocks Really KAI grades and estimated AISC Just throw numbers Ill validate everything. Do they have plant Toll in agreement"  
[X Link](https://x.com/asxpeasant/status/2019223719655403551)  2026-02-05T01:37Z [----] followers, [---] engagements


"Kingpin Ponzi scammer needs to get zeroed. Im ready to cop the hit for the greater good send it lower CLEANSE The whole scam industry. This is cryptos DOT COM. SAYLOR ISSUES WARNING TO BITCOIN COMMUNITY: "IF BITCOIN WENT TO $10 MILLION DOLLARS TOMORROW I WANT YOU TO THINK ABOUT HOW YOU'D FEEL." https://t.co/95PfRrPHTX SAYLOR ISSUES WARNING TO BITCOIN COMMUNITY: "IF BITCOIN WENT TO $10 MILLION DOLLARS TOMORROW I WANT YOU TO THINK ABOUT HOW YOU'D FEEL." https://t.co/95PfRrPHTX"  
[X Link](https://x.com/asxpeasant/status/2019297631357501681)  2026-02-05T06:30Z [----] followers, [----] engagements


"Oh look at what narrative has just started to hit MSM. This is probably going to be the biggest development of this year. A softer USD reserve and less US bond demand will REALLY hurt USAs ability to favourably refinance debt. The only way out: [--]. accept market crushing yields and keep playing the current book until national GDP and trade surplus tip the balance. They wont stick to this good on them for trying but it will fail. OR [--]. inflate the currency issue new short debt (to create new money) to buy back bonds that they need to refi into and reduce refinance cost while back end yields"  
[X Link](https://x.com/asxpeasant/status/2019504005429489715)  2026-02-05T20:10Z [----] followers, [----] engagements


"To all the new institutional investors and all time high retailers. As a holder of bitcoin through three cycles welcome to your first cycle Congrats Dont worry its gets worse before it gets better. Oh The feeling youre experiencing right now Yeah dont worry about that youll get used to it. Just like you do in prison. https://twitter.com/i/web/status/2019515212773356006 https://twitter.com/i/web/status/2019515212773356006"  
[X Link](https://x.com/asxpeasant/status/2019515212773356006)  2026-02-05T20:55Z [----] followers, [----] engagements


"Rumors Schiff these arent rumors. They hold a full blown convention on it. Theres one later this year and eyes are on India as the big swing nation in the BRICS digital currency / payment rails initiative. to rival SWIFT. Yes BRICS are #gold backed. These arent rumors Scott Bessent admitted he has heard rumors that China is working on a gold-backed token to be used as an alternative to the U.S. dollar for international payments and reserves. He gave no indication that he believes the rumor is false. If its true he should be very concerned. Scott Bessent admitted he has heard rumors that China"  
[X Link](https://x.com/asxpeasant/status/2019523345579147637)  2026-02-05T21:27Z [----] followers, [----] engagements


"Ill give this one to you @great_martis Wyckoff is one of my staples in accumulation This certainly looks like a distribution to me 🔥 🚨WARNING🚨 Mags [--] showed zero enthusiasm today despite the overexaggerated market gains. The sector remains extremely cautious and thats not a good sign when the pattern in question is strongly bearish. Stay vigilant. God bless and godspeed. https://t.co/PyDY8MM7Ft 🚨WARNING🚨 Mags [--] showed zero enthusiasm today despite the overexaggerated market gains. The sector remains extremely cautious and thats not a good sign when the pattern in question is strongly"  
[X Link](https://x.com/asxpeasant/status/2020027401405952377)  2026-02-07T06:50Z [----] followers, [----] engagements


"It doesnt seem like #gold wants to be over"  
[X Link](https://x.com/asxpeasant/status/2020050962090717538)  2026-02-07T08:24Z [----] followers, [----] engagements


"Imagine being this tone deaf on the fact that we Australians are sick of the two headed snake duopoly that you resort to demonising and patronising our wishes and call upon your opponents to get their act together. In what world would you WANT your OPPONENTS to step up their game unless theyre not really your opponent and rather you are COLLUDING. Think guys THINK. (@PaulineHansonOz and @OneNationAus LEADS in polls so Im very much right to say WE on behalf of the majority of Australians) I never thought Id see the day where One Nation - a political party that punches down that stokes division"  
[X Link](https://x.com/asxpeasant/status/2020098974175387905)  2026-02-07T11:35Z [----] followers, [----] engagements


"That target share price should be for April [----] sorry what a spot to stuff up"  
[X Link](https://x.com/asxpeasant/status/2020316962841317673)  2026-02-08T02:01Z [----] followers, [----] engagements


"@realworld_fi Bot or human"  
[X Link](https://x.com/asxpeasant/status/2020320073232314668)  2026-02-08T02:13Z [----] followers, [---] engagements


"@Danielstea1 [----] is unreasonable I think. $40m for $120m in cash in [--] months with the only real risk being gold price goes down to $3200 US. If $3200 US gold is on the cards then I can accept market selling down to 12.5c here"  
[X Link](https://x.com/asxpeasant/status/2020358131537310121)  2026-02-08T04:44Z [----] followers, [---] engagements


"@FindMyBrok3r @LumosDX @KneppyI What was their $800k milestone"  
[X Link](https://x.com/asxpeasant/status/2020419881691459681)  2026-02-08T08:50Z [----] followers, [---] engagements


"Sometimes when I hold my baby girl to sleep I think these are some of the best days of my life. Then she wakes up at 1am 3am and finally 5:15am ready to go. Stillbest days 😮💨"  
[X Link](https://x.com/asxpeasant/status/2020453613206745258)  2026-02-08T11:04Z [----] followers, [----] engagements


"Very bullish $WBT for the long term. Am I going to buy the 18% pump today from open at $4.60 to $5.12 No. Theres still a lot of steam in its valuation and Id like to see this below $4 as other stocks are now also being offered at discounts with less steam"  
[X Link](https://x.com/asxpeasant/status/2020611907628245130)  2026-02-08T21:33Z [----] followers, [----] engagements


"@Aurelio53_ Oh. Awesome Did you just apply cpi"  
[X Link](https://x.com/asxpeasant/status/2020616924720402648)  2026-02-08T21:53Z [----] followers, [--] engagements


"@Aurelio53_ Thanks was about to say so you used the fake CPI so its actually far worse"  
[X Link](https://x.com/asxpeasant/status/2020620560804516060)  2026-02-08T22:07Z [----] followers, [--] engagements


"De dollarisation trend continues. The narrative keeps building. If US economy maintains its strength this makes US long bond yields attractive in relatively stronger alternative currencies. (Higher yields as USD is converted to local currency) This explains US 10Y trading softer despite a potentially inflationary FED (YCC is inflationary) The problem is the moment US economy weakens- arguably underlying weakness is present and growing now the 10Y rockets and we get a severe valuation compression in equities. This might support the action we see today of resurgence of tech strength which can"  
[X Link](https://x.com/asxpeasant/status/2021023497502552476)  2026-02-10T00:48Z [----] followers, [----] engagements


"THE ZORRO PRINCIPLE WORK WITHIN YOUR CIRCLE OF COMPETENCY Im not going to open short again as I realised understanding the macro trend and executing on a trade require different skills and tools. But I would be short the big US tech index here if I had better tools to control it. Ill play this with the blunt hammer competency by continuing to hold cash and look for lower targets in my preferred stocks. Know your circle of competency. Work within your limits. Focus inwards on yourself. ZORRO PRINCIPLE. Ill push mine once I conquer my current endeavours. So temping to just re-open a short and"  
[X Link](https://x.com/asxpeasant/status/2021355279804465546)  2026-02-10T22:47Z [----] followers, [----] engagements


"Almost [--] years later look whats finally headline news. Seriously CFMEU puts 20% more cost on any dog box apartment our poor people want to buy. We call it EBA rates vs non EBA rates (not corruption payments to unions) and well get the same thing built for 20% less and months faster This is because the CFMEU force you to use their criminal trades like labour temporary works carpentry traffic control. And now its all out in the open. $15 BILLION stolen from tax payers. Severely under quoted. Its way more. Having been in the big leagues Australian Construction industry for almost [--] years at the"  
[X Link](https://x.com/asxpeasant/status/2021532136814284873)  2026-02-11T10:29Z [----] followers, 11.3K engagements


"Alright alt coin/ crypto freaks Ive been harsh to you but only because I didnt want you to lose money. Now youve all realised whats happening heres a narrative you can hold onto. Crypto is useless spam-ware. A scam. FOR HUMANS. Think about that. Were not the only sentient creation that will require payment rails. In a short matter of time AI agents will need a medium of exchange a digital economy to work amongst themselves. Independent of human control. Independent of needing to show a drivers license or form of ID to open an account. This is where you should be focusing your narrative. What"  
[X Link](https://x.com/asxpeasant/status/2021681733880656211)  2026-02-11T20:24Z [----] followers, [----] engagements


"Haha he was not ready for someone to call his ponzi bluff 😂 Remember when I said $MSTR and all #BTC AUMs are ponzis because the underlying asset is a non producing digital commodity and thus needs to be treated as such. BTC ETFs ok. BTC ponzi AUM vehicles not ok. Holy shit Michael Saylor might actually be done here 😬 Saylor: "If Bitcoin $BTC falls 90% we'll refinance the debt." "Refinance where Michael" Saylor:👀 $MSTR https://t.co/crmUrsShk6 Holy shit Michael Saylor might actually be done here 😬 Saylor: "If Bitcoin $BTC falls 90% we'll refinance the debt." "Refinance where Michael""  
[X Link](https://x.com/asxpeasant/status/2021757907755569354)  2026-02-12T01:27Z [----] followers, [----] engagements


"Im working hard to find another gold name to add some diversity to our broad gold macro theme play this year Looking for a near term producer (6-9 months out) with long term potential at a good price. Happy to hear what youve got Ive short listed about [--] or [--] P"  
[X Link](https://x.com/asxpeasant/status/2011698262458413440)  2026-01-15T07:13Z [----] followers, [----] engagements


"Here is a quick $WGR analysis based on their Sep [----] scoping. As you can see stock is priced for a [----] average $4800 AU gold price. Currently over $7000. AU You can remove 25% idiosyncratic risk as time progresses and they execute according to planned figures"  
[X Link](https://x.com/asxpeasant/status/2020316190946812386)  2026-02-08T01:58Z [----] followers, [----] engagements


"Normally when the biggest sector in the world (multi trillion dollar) breaks below an [--] year trend that has been going on since the biggest [----] GFC global bail out ever Shit is about to hit the fan. Just another crumb I hope youre picking up what Im putting down. Dont be fooled by the dead cat bounces. You can smell this cat. Its dead. https://twitter.com/i/web/status/2022500443218415805 https://twitter.com/i/web/status/2022500443218415805"  
[X Link](https://x.com/asxpeasant/status/2022500443218415805)  2026-02-14T02:37Z [----] followers, [----] engagements


"@4x4Maniac63 Big positive and also thank you in general for staying in tune with these stocks and keeping me informed of what you find on forums and on your own such. You gained me a decent bunch of extra stock with the heads up on $EIQ the other day"  
[X Link](https://x.com/asxpeasant/status/1925022886231998708)  2025-05-21T02:56Z [----] followers, [---] engagements


"$EIQ ❌ Ive lost confidence by management and their info [--]. They had a moat due to exclusive license to training data - no longer the case. [--]. They said they had reimbursement code in place for HF but this isnt Cat [--]. Im down 10% from entry Im FULLY cutting it off here ❌ I put it frankly; retail discounting $EIQ by $70-80 million was exaggerated overkill It was as though FDA approval was revoked I said it was obviously a buy at 23c before the TH and I hope the guys who took the time to understand the business agreed and backed them too. https://t.co/J24lydA82I I put it frankly; retail"  
[X Link](https://x.com/asxpeasant/status/1930417339620831523)  2025-06-05T00:12Z [----] followers, [----] engagements


"Not held by me but here are some small cap tech names Ive come across in my searches that looked interesting for you who are keen to look: (DYOR not vetted) $A3D 3D micro printing metals $NVU drone tech and chips $CVB AI and medial imaging"  
[X Link](https://x.com/asxpeasant/status/1932678008529383923)  2025-06-11T05:55Z [----] followers, [----] engagements


"Also look at this bio: $NSB I havent bought it yet very cheap and looks really cool with a new acquisition in April on stem cell tech. Could re rate hard - but look first. I will look soon too"  
[X Link](https://x.com/asxpeasant/status/1932679861702943208)  2025-06-11T06:02Z [----] followers, 11K engagements


"Ive shortlisted $NSB for serious consideration given: - news flow pipeline of new asset good value PH I stem cell acquisition - cash in bank $4 mil for a sub $9 mil cap - Ann said theyll progress trials. - FDA cleared $MSB setting precedent for these therapies. -Chart ✅ Also look at this bio: $NSB I havent bought it yet very cheap and looks really cool with a new acquisition in April on stem cell tech. Could re rate hard - but look first. I will look soon too. Also look at this bio: $NSB I havent bought it yet very cheap and looks really cool with a new acquisition in April on stem cell tech."  
[X Link](https://x.com/asxpeasant/status/1935897755526013104)  2025-06-20T03:09Z [----] followers, 11.4K engagements


"Taken $NSB over $CYP for various reasons. Might be wrong on this one you never know. The smaller the cap the less certainty. This goes into top [--] in terms of conviction scale - not top [--] Its very early days but Im interested enough to hold a position. Ive shortlisted $NSB for serious consideration given: - news flow pipeline of new asset good value PH I stem cell acquisition - cash in bank $4 mil for a sub $9 mil cap - Ann said theyll progress trials. - FDA cleared $MSB setting precedent for these therapies. -Chart ✅ https://t.co/lFFHlLHuxj Ive shortlisted $NSB for serious consideration"  
[X Link](https://x.com/asxpeasant/status/1939546453262631418)  2025-06-30T04:48Z [----] followers, [----] engagements


"Look at a fistful of dirt for long enough and the little speckles of gems stand out sometimes if you look hard enough tells you where to go digging. $NSB baby micro peanut cap But good little roots showing up. Go little baby cap Taken $NSB over $CYP for various reasons. Might be wrong on this one you never know. The smaller the cap the less certainty. This goes into top [--] in terms of conviction scale - not top [--] Its very early days but Im interested enough to hold a position. https://t.co/x1gNs1aQ8H Taken $NSB over $CYP for various reasons. Might be wrong on this one you never know. The"  
[X Link](https://x.com/asxpeasant/status/1939871138156511707)  2025-07-01T02:18Z [----] followers, [----] engagements


"$NSB still going Little baby is now 2x from my average entry lol Whilst I wait for my bigger plays to resolve themselves its nice to make some pocket money along the way Ive shortlisted $NSB for serious consideration given: - news flow pipeline of new asset good value PH I stem cell acquisition - cash in bank $4 mil for a sub $9 mil cap - Ann said theyll progress trials. - FDA cleared $MSB setting precedent for these therapies. -Chart ✅ https://t.co/lFFHlLHuxj Ive shortlisted $NSB for serious consideration given: - news flow pipeline of new asset good value PH I stem cell acquisition - cash"  
[X Link](https://x.com/asxpeasant/status/1942044318035816664)  2025-07-07T02:13Z [----] followers, [----] engagements


"$NSB So you all got a week or so to do your dd and front run me while I took my time 🐢 Did you put in the work Are you up 3x in [--] weeks Also look at this bio: $NSB I havent bought it yet very cheap and looks really cool with a new acquisition in April on stem cell tech. Could re rate hard - but look first. I will look soon too. Also look at this bio: $NSB I havent bought it yet very cheap and looks really cool with a new acquisition in April on stem cell tech. Could re rate hard - but look first. I will look soon too"  
[X Link](https://x.com/asxpeasant/status/1942197956444377434)  2025-07-07T12:24Z [----] followers, [----] engagements


"Sold the $NSB at average 2.5x as the run looked unsustainable On top of that the fully diluted cap doesnt make this a baby anymore in comparison to more advanced peers. .On top of that I also need to balance some losses elsewhere *cough BOT* and refresh the port"  
[X Link](https://x.com/asxpeasant/status/1942822266359677221)  2025-07-09T05:44Z [----] followers, [----] engagements


"$NSB sold thinking this pumped hard for what it was and it looks like I might have inadvertently let go of a potential block buster the way this next leg is going Oh well .no fomo. Im sure Ill look back and regret it more later 😂 Sold the $NSB at average 2.5x as the run looked unsustainable On top of that the fully diluted cap doesnt make this a baby anymore in comparison to more advanced peers. .On top of that I also need to balance some losses elsewhere *cough BOT* and refresh the port. Sold the $NSB at average 2.5x as the run looked unsustainable On top of that the fully diluted cap"  
[X Link](https://x.com/asxpeasant/status/1947097267854540909)  2025-07-21T00:52Z [----] followers, [----] engagements


"What am I doing this morning Buying more: $NVU $AI1 Reading up about CU6 plans and deciding if I want to tip EVEN MORE in after they raised $200m at a premium over night Highlight of the day: AI1 Why Possibly [--] months theyll coat a wafer with a consistent graphene matrix"  
[X Link](https://x.com/asxpeasant/status/1949631204980068457)  2025-07-28T00:41Z [----] followers, [----] engagements


"Another reason why I want to try my hand again with spec mining is my ONE prior pick $MM8 came good I wish I had stayed in it. But my confidence was low - my sample size was too small: One good pick doesnt make me consistently capable. Maybe $RCM can change that probability Looking at $mm8 for a possible gold micro to add to the high risk category in the port. 20M mcap Nearology play #gold Good shape and volume indicates investors now positioned for results and wash out / change of hands stemmed. I like these patterns. visually appeasing shape https://t.co/oRpakVyTqG Looking at $mm8 for a"  
[X Link](https://x.com/asxpeasant/status/1957565492010647839)  2025-08-18T22:09Z [----] followers, [----] engagements


"@dialdfordan $FRB and $C1X arent mining plays theyre vertically integrated material plays they have their own feed sure. But Im not speculating on commercial value of processing rocks with mineral content. Im speculating on the ability for new technology to unlock trapped value"  
[X Link](https://x.com/asxpeasant/status/1957567494564245700)  2025-08-18T22:17Z [----] followers, [---] engagements


"$FRB is dropping back to 13c where I started but Im not worried and Im not selling. The drop is in anticipation of a capital raise which seems required. This might also come in line with a purchase order for kilns. So EVEN IF theres a discount how long will it last"  
[X Link](https://x.com/asxpeasant/status/1957689993272651972)  2025-08-19T06:24Z [----] followers, [----] engagements


"@BollingerBanter @NickLagarrigue Thanks bro I think all of us are elevating each other"  
[X Link](https://x.com/asxpeasant/status/1958366522784756080)  2025-08-21T03:12Z [----] followers, [---] engagements


"Big moves made today. Some better clarity as per post today Like - Ive added to $TRP also $LDX (as you must know what I think.) I sold a few stocks FULLY too for eg: $NVU gone 2x thank you 🙏 Consolation is now underway to get the most out of what I think will do the best Afternoon Again happy to share my article with a new algorithm Trying to measure my conviction on each stock into a score that creates consistency and remove my bias. Notice what YOU buy and sell is at YOUR own discretion My organised thoughts only https://t.co/IdO2CnYei2 Afternoon Again happy to share my article with a new"  
[X Link](https://x.com/asxpeasant/status/1960302851806085330)  2025-08-26T11:26Z [----] followers, 15.4K engagements


"@hsiuchinchen168 Just appreciating more the economics of the thing. To be 100% honest with you [--]. Buy first with idea of fundamental value and momentum filter [----] names into [--] [--]. DD each one [--]. Consolidate got around to doing proper DD late Am now consolidating into the best top 10"  
[X Link](https://x.com/asxpeasant/status/1960593049027010956)  2025-08-27T06:39Z [----] followers, [---] engagements


"Following from below BIG CONSOLIDATION article More public disclosures include: Added to $FRB $TRP $LDX sold fully $NVU $ATX $DXB As per the detailed reasons provided. Long term success exists for the stocks sold but emphasis is on closer term probability & undervalued. Big moves made today. Some better clarity as per post today Like - Ive added to $TRP also $LDX (as you must know what I think.) I sold a few stocks FULLY too for eg: $NVU gone 2x thank you 🙏 Consolation is now underway to get the most out of what I think will do the best Big moves made today. Some better clarity as per post"  
[X Link](https://x.com/asxpeasant/status/1960837267452547475)  2025-08-27T22:50Z [----] followers, [----] engagements


"They like $FRB now 🥲 I think more will like it once FRB secure the remaining funding later this year to complete their plant. Also if you want my take on the fundamentals: https://open.substack.com/pub/thepeasantway/p/new-pick-exclusive-to-substackr=4cd0lu&utm_medium=ios $FRB is dropping back to 13c where I started but Im not worried and Im not selling. The drop is in anticipation of a capital raise which seems required. This might also come in line with a purchase order for kilns. So EVEN IF theres a discount how long will it last https://t.co/47sF2x2Slo"  
[X Link](https://x.com/asxpeasant/status/1960939155351122247)  2025-08-28T05:35Z [----] followers, [----] engagements


"OH JUST STOP Stop Mr President I cant take the winning Please no more No more $FRB"  
[X Link](https://x.com/asxpeasant/status/1962662699604849042)  2025-09-01T23:43Z [----] followers, [----] engagements


"$FRB Underwhelming 50% of the R&D cost covered good for cashflow doesnt alleviate a raise. The [--] kiln sales at 10m US should yield about $3.5m positive cashflow. The big milestone for this co are further battery samples qualifications and finding the remaining 40% funding. OH JUST STOP Stop Mr President I cant take the winning Please no more No more $FRB https://t.co/rOVIa5kwHZ OH JUST STOP Stop Mr President I cant take the winning Please no more No more $FRB https://t.co/rOVIa5kwHZ"  
[X Link](https://x.com/asxpeasant/status/1963043533750931612)  2025-09-03T00:57Z [----] followers, [----] engagements


"Round [--] on $EIQ CPT cat [--] code. Back in from where I left off to see this next roll play out "  
[X Link](https://x.com/asxpeasant/status/1964920784474026259)  2025-09-08T05:16Z [----] followers, 12.1K engagements


"Continuing to add $EIQ here Round [--] on the cat [--] reimbursement code is coming up in the next 2-3 months. What are the odds they stuff it up twice thats the terms of the bet here. Maybe Im showing my naivety here lol. Round [--] on $EIQ CPT cat [--] code. Back in from where I left off to see this next roll play out . Round [--] on $EIQ CPT cat [--] code. Back in from where I left off to see this next roll play out "  
[X Link](https://x.com/asxpeasant/status/1965247407350054970)  2025-09-09T02:54Z [----] followers, [----] engagements


"Yep. Theres the kill shot on $NVU Mind you I sold this on what I considered high valuation based on my ideas of future cashflows not at the 12c peak based on technical divergence Ill be interested again at 5-6c (Yes I can like a company at one valuation and not another.) @dreadpirateten Yeah so $NVU looking into it more i think (enough to warrant me to consider this fairly valued ie not UNDERvalued) Their fabless royalties 8-12% On a $150-250 per chip cost So the scales of adoption to achieve higher valuations are quite ambitious. @dreadpirateten Yeah so $NVU looking into it more i think"  
[X Link](https://x.com/asxpeasant/status/1965748304417026102)  2025-09-10T12:04Z [----] followers, [----] engagements


"@csd2500 Updates: $SHG I Sold -10% loss ( I posted) $TRP only 10% up but will grind higher $FRB sitting at the start line again but there was an underwhelming announcement which let everyone reduce at 18c $COV I keep on buying here ✅ ai1 round [--] of 2x start line Al3 -15% BUYING"  
[X Link](https://x.com/asxpeasant/status/1966319805457379693)  2025-09-12T01:55Z [----] followers, [----] engagements


"Adding to $EIQ here. Its come down again a bit. The category [--] insurer approval is imminent I expect a verdict within [--] weeks. HOPEFULLY its a pass this time. If not Ill begrudgingly cut my loss and probably throw one of @BollingerBanters elves-for-rent out the window. Round [--] on $EIQ CPT cat [--] code. Back in from where I left off to see this next roll play out . Round [--] on $EIQ CPT cat [--] code. Back in from where I left off to see this next roll play out "  
[X Link](https://x.com/asxpeasant/status/1967825670614200375)  2025-09-16T05:39Z [----] followers, [----] engagements


"We all knew what we were getting into. No crying if this goes against you ME INCLUDED FINGERS CROSSED HERE $EIQ Adding to $EIQ here. Its come down again a bit. The category [--] insurer approval is imminent I expect a verdict within [--] weeks. HOPEFULLY its a pass this time. If not Ill begrudgingly cut my loss and probably throw one of @BollingerBanters elves-for-rent out the window. https://t.co/BGWNVaPBHy Adding to $EIQ here. Its come down again a bit. The category [--] insurer approval is imminent I expect a verdict within [--] weeks. HOPEFULLY its a pass this time. If not Ill begrudgingly cut my"  
[X Link](https://x.com/asxpeasant/status/1968851532180242481)  2025-09-19T01:35Z [----] followers, [----] engagements


"@4x4Maniac63 They already have all their codes theyre YEARS ahead for the same EV $EIQ was a stupid ego-bias punt by me its good to have a nice dumb screw up once in a while to bring me back to reality and remind me that theres still LOTs of work to do"  
[X Link](https://x.com/asxpeasant/status/1969197113633378542)  2025-09-20T00:29Z [----] followers, [---] engagements


"Im smelling a punt here on another leg up $NVU to 18c. Keep in mind I find valuation to be stretched at 18c at the moment based on cash balance and info to date but if it comes with material news then this could be a situation of buy the chart news will follow. Yep. Theres the kill shot on $NVU Mind you I sold this on what I considered high valuation based on my ideas of future cashflows not at the 12c peak based on technical divergence Ill be interested again at 5-6c (Yes I can like a company at one valuation and not another.) Yep. Theres the kill shot on $NVU Mind you I sold this on what I"  
[X Link](https://x.com/asxpeasant/status/1969937426773864906)  2025-09-22T01:30Z [----] followers, [----] engagements


"$FRB Underwhelming (again) We needed more money but got nothing new to show to to go along with it Weakest way to do a raise. Reducing into this ATH strength. Sorry to be brutal but [--] underwhelming announcements now Im not buying into the ATH here. $FRB Underwhelming 50% of the R&D cost covered good for cashflow doesnt alleviate a raise. The [--] kiln sales at 10m US should yield about $3.5m positive cashflow. The big milestone for this co are further battery samples qualifications and finding the remaining 40% funding. $FRB Underwhelming 50% of the R&D cost covered good for cashflow doesnt"  
[X Link](https://x.com/asxpeasant/status/1972484902471033289)  2025-09-29T02:13Z [----] followers, [----] engagements


"@Dimitrios_1963 $TRP $AI1 $CU6 $AYA annnndd I have a new ONE more new one going public on Friday ✅"  
[X Link](https://x.com/asxpeasant/status/1973295059832615141)  2025-10-01T07:52Z [----] followers, [----] engagements


"$MTM signs of good management. $EIQ missed cat [--] once (and potentially now twice) and there will be no changes unless SH instigate. Sorry I dont like talking bad about companies but i need to draw this comparison to give you an example on how can you tell management is good @asxpeasant @longarmlopez They booted the secretary CFO for that stuff up too. @asxpeasant @longarmlopez They booted the secretary CFO for that stuff up too"  
[X Link](https://x.com/asxpeasant/status/1973526248937963902)  2025-10-01T23:11Z [----] followers, [----] engagements


"Runner ups list #1 off the top of my head: $DVL $VR1 $IMC $OSL $PAR $AT1 $ION $3DA Some of these are doing better than stocks Ive picked so it goes to show theres still flaws in my judgement 🤷♂ Although my test is that of TIME I have specific criteria which limits which companies I hold. A new pick needs to compete with my current holdings in the same category on both value upside and success probability. As such Im thinking to share runner ups for those that I came across but didnt make it. Keen I have specific criteria which limits which companies I hold. A new pick needs to compete with"  
[X Link](https://x.com/asxpeasant/status/1974780358995710298)  2025-10-05T10:15Z [----] followers, [----] engagements


"Oh my goodness and thank GOODNESS I did What a bloody doozy $EIQ missed cat [--] again. See how valuable $AYA is now with not only cat [--] but cat [--] @ryu_tay @4x4Maniac63 seems like it wouldnt be surprised if this fails again. Wrapped this up at 22c with the rest after hearing from the live listeners that the meeting was a shamozel @ryu_tay @4x4Maniac63 seems like it wouldnt be surprised if this fails again. Wrapped this up at 22c with the rest after hearing from the live listeners that the meeting was a shamozel"  
[X Link](https://x.com/asxpeasant/status/1975047859851731358)  2025-10-06T03:57Z [----] followers, [----] engagements


"This has been my experience with mining specs so far. This years success in mining is an outlier and cant be trusted because everything is pumping. I have no idea whether my analysis is accurate Ill only ever know in hindsight if they remain standing in the aftermath. Junior mining explained: https://t.co/Tt0PUuaW0v Junior mining explained: https://t.co/Tt0PUuaW0v"  
[X Link](https://x.com/asxpeasant/status/1975680799828484456)  2025-10-07T21:53Z [----] followers, [----] engagements


"If markets continue selling broadly these are my bottoms for stocks I once had this year and prior years: $NVU 5.9c $FRB 10c $GCM 1.1c $DVL 2.6c $ATX 10c $SHG 18c $AL3 13c $PAR 25c $RCM 3.4c $EIQ 13c $EOS $3.40 $ZIP 80c $BOT 9c Bottom targets for my holdings provided earlier"  
[X Link](https://x.com/asxpeasant/status/1987379173586018473)  2025-11-09T04:38Z [----] followers, [----] engagements


"@MC_2220 Yeah correct when it comes to 510k FDA bios the key catalyst is the reimbursement not the FDA approvals the approvals are generally low lying hurdles. Like I learnt this on $EIQ which gets hammered over not achieving reimbursements despite having FDA"  
[X Link](https://x.com/asxpeasant/status/1991701974438609035)  2025-11-21T02:55Z [----] followers, [---] engagements


"If the raise is for a substantial amount at sub 10c this is where those interested in $NVU will want to get in here if youre sidelined and waiting. As for my personal situation Im allocating to another sector now with my cash (gold mining second play coming out soon as I work through my options) so I will pass on diversifying further into other semi play. https://twitter.com/i/web/status/2012010180016554161 https://twitter.com/i/web/status/2012010180016554161"  
[X Link](https://x.com/asxpeasant/status/2012010180016554161)  2026-01-16T03:53Z [----] followers, [----] engagements


"I will never hold a #copper stock and nothing is changing that Its insane that anybody would choose such a low probability bet that a small cap copper spec will ever become a mine One in one thousand at least. The other [---] get diluted to infinity sell the asset and shut shop Ill never hold back bagging #copper. Worst kind of mining stock for me. Ill never invest in a copper play again. The only value a copper mining company has is its #gold offtake Ill never hold back bagging #copper. Worst kind of mining stock for me. Ill never invest in a copper play again. The only value a copper mining"  
[X Link](https://x.com/asxpeasant/status/1816440252112023979)  2024-07-25T11:47Z [----] followers, [----] engagements


"Im gearing up for a massive [----]. Line Up is: 🟢 $MTM 🟢 $DXB 🟢 $BOT 🟢 $AI1 🟢 $NUZ and of course: $WBT"  
[X Link](https://x.com/asxpeasant/status/1855798050901639604)  2024-11-11T02:21Z [----] followers, [----] engagements


"$NUZ a quick snapshot of milestones as why its on my [----] winners list. As you can see in my picture Ive tried to capture the markets ineptitude to forecast any news And panicking to rerate on the day of the announcement only to sell like sheep until the next milestone"  
[X Link](https://x.com/asxpeasant/status/1856210093949542773)  2024-11-12T05:39Z [----] followers, [----] engagements


"$NUZ (previously $PAA) Early trials are effective w/ neurodegenerative diseases extending life significantly. ✅major catalyst Q3 [----] ✅ successful P1 trial ✅orphan drug designation ✅potential accelerated FDA approval ✅TAM:BILLIONS ✅MOAT: 95% (ineffective competition) @asxpeasant What is the NUZ pitch @asxpeasant What is the NUZ pitch"  
[X Link](https://x.com/asxpeasant/status/1865925213990584343)  2024-12-09T01:03Z [----] followers, [----] engagements


"When youre speculating on drugs (like me with $NUZ $DXB) the downsides can be extreme. If youre copying me without doing ur own research (despite warnings) and youre not aware of the risks realise some of my stocks can result in losing ALL your money instantly $PER below"  
[X Link](https://x.com/asxpeasant/status/1869203119131013619)  2024-12-18T02:08Z [----] followers, [----] engagements


"$NUZ I sold very fast this morning I got out at overall -40% loss at around 13.5c This is the risk with binary outcome pre approval biotech. Note this was a small position in my portfolio the damage was negligible - but heed my warnings with these binary outcome biotechs ok"  
[X Link](https://x.com/asxpeasant/status/1880031244530098495)  2025-01-16T23:15Z [----] followers, [----] engagements


"$NUZ has significantly de-risked the FDA event. Will be paying a 10-15% premium from the FDA emergency sale with a re-entry at 15c but this time with a much clearer pathway forward. Similar price Way lower risk profile $NUZ I sold very fast this morning I got out at overall -40% loss at around 13.5c This is the risk with binary outcome pre approval biotech. Note this was a small position in my portfolio the damage was negligible - but heed my warnings with these binary outcome biotechs ok. https://t.co/bRniausNy9 $NUZ I sold very fast this morning I got out at overall -40% loss at around"  
[X Link](https://x.com/asxpeasant/status/1891274595480600837)  2025-02-16T23:52Z [----] followers, [----] engagements


"$NUZ I am BUYING this with a vengeance. Building position at 15c average. Now below my average entry Definitely my HIGHEST RISK stock⚠ I Allocate maybe 40% of what I have on like BOT EIQ This might not be for you. its on the 3rd standard deviation of my risk tolerance $NUZ has significantly de-risked the FDA event. Will be paying a 10-15% premium from the FDA emergency sale with a re-entry at 15c but this time with a much clearer pathway forward. Similar price Way lower risk profile https://t.co/3dr6EbKiES $NUZ has significantly de-risked the FDA event. Will be paying a 10-15% premium from"  
[X Link](https://x.com/asxpeasant/status/1892066800998797464)  2025-02-19T04:20Z [----] followers, [----] engagements


"I will need to take a -15% hit on $NUZ. Unfortunately in these uncertain times and given the commercial timeline of the asset I cant afford the downside exposure versus other better options. This is my second strike out on $NUZ. probably mentally black listed now sad to say"  
[X Link](https://x.com/asxpeasant/status/1898934725034877288)  2025-03-10T03:11Z [----] followers, [----] engagements


"@daviotis_g82372 Yep only submitted so we need to see them dome through to use them to validate moat and even then they need to be broad enough to prevent other algorithms doing the same thing to be valid"  
[X Link](https://x.com/asxpeasant/status/1924660866932437279)  2025-05-20T02:58Z [----] followers, [---] engagements


"$NUZ Third time lucky Wrote these off at 13c but the company is demonstrating itself. So before the (blocked) haters come at me - [--]. Yes Im pivoting on my sentiment and 2.Im back in here at 16c to see where this goes from here"  
[X Link](https://x.com/asxpeasant/status/1948535962352714228)  2025-07-25T00:09Z [----] followers, [----] engagements


"$ATX For you guys asking if I still like it yes I still like it. obviously. I know Im bipolar but I literally liked it yesterday at 18c Im not going to think its now overvalued or all cooked now at 20c with no new news😂 and i think [--] months or less will see 60c I think the market got $ATX wrong today. pancreatic cancer [--] complete responses and pending a third CR Median response 31% vs 24% on chemo alone Some patients still on trial subset group outperform. new study will take drug daily we think this will lead to better outcomes https://t.co/2Wv11F2HG4 I think the market got $ATX wrong"  
[X Link](https://x.com/asxpeasant/status/1953636498424967435)  2025-08-08T01:56Z [----] followers, [----] engagements


"Sorry ignore the finger painting X AI said it will increase my engagement. The lines mean nothing"  
[X Link](https://x.com/asxpeasant/status/1978260509246828572)  2025-10-15T00:43Z [----] followers, [----] engagements


"I couldnt see clear catalyst for sales expansion besides a new product out in the market that may perform similarly to the one out there already. There was no sign of like expanding to 5x more retailers by X date Give me your take on it if you want $RNV lovers generally. fire away. im keen to hear why this will explode and vet the logic https://twitter.com/i/web/status/1986311994883121454 https://twitter.com/i/web/status/1986311994883121454"  
[X Link](https://x.com/asxpeasant/status/1986311994883121454)  2025-11-06T05:57Z [----] followers, [----] engagements


"$RNV lets collab. Is this huge or more fizzle without a pop Tiny cap so if its a pop we all do v.well. @Christophe_Qld @big_dog4006 I couldnt see clear catalyst for sales expansion besides a new product out in the market that may perform similarly to the one out there already. There was no sign of like expanding to 5x more retailers by X date Give me your take on it if you want $RNV lovers generally. @Christophe_Qld @big_dog4006 I couldnt see clear catalyst for sales expansion besides a new product out in the market that may perform similarly to the one out there already. There was no sign of"  
[X Link](https://x.com/asxpeasant/status/1986312203042234495)  2025-11-06T05:58Z [----] followers, [----] engagements


"$RNV I didnt buy into this as I couldnt find the catalyst but for future research this is what I was looking for. Without having spent enough time listening to presentations and talks I would have MISSED cues that indicated this news was coming This is what to look for. $RNV lets collab. Is this huge or more fizzle without a pop Tiny cap so if its a pop we all do v.well. $RNV lets collab. Is this huge or more fizzle without a pop Tiny cap so if its a pop we all do v.well"  
[X Link](https://x.com/asxpeasant/status/1988746683556196515)  2025-11-12T23:12Z [----] followers, [----] engagements


"Working on a new idea. Its not $RNV but Im also looking into this a little more. But another one. I think mid next week I might be able to write up on it if I like it and it stacks up"  
[X Link](https://x.com/asxpeasant/status/1988891906688864476)  2025-11-13T08:49Z [----] followers, [----] engagements


"@jigish1922 So if the company you have invested in is still working hard in a down market and most importantly you arent finding yourself increasingly diluted in share holding then you should hold your company if theyre still advancing"  
[X Link](https://x.com/anyuser/status/1738128780819136670)  2023-12-22T09:26Z [----] followers, [----] engagements


"Im in the market for another 10x opportunity by [----]. Fire through any ticker you want and if you snag my interest Ill do a post. Ive had a few good wins and a few slack ones and/or duds. Few good ones last [--] years mixed sectors: $RMS $DXB $EOS $A4N $CU6"  
[X Link](https://x.com/asxpeasant/status/1825370896942711173)  2024-08-19T03:15Z [----] followers, 15.6K engagements


"Venturing off shore NYSE: $KAPA Kairos Pharma An interesting suite of drugs to boost efficacy of existing cancer treatments by reversing cancer drug resistance and immune suppression 18m Mcap [--] m cash High class team Several drugs in either Ph I and II $1.40 Very interesting"  
[X Link](https://x.com/asxpeasant/status/1889851909932196082)  2025-02-13T01:39Z [----] followers, [----] engagements


"$MNS so were producing 1.8Gw in batteries which is around [-----] 100kwh battery packs which would sell for around 8.5k a pop. So 153M USD revenue. ramping up to [------] bat by [----] selling for (inflation adjusted) 10k a pop. [--] billion in revenue. Is this company worth more"  
[X Link](https://x.com/anyuser/status/1492986121252651010)  2022-02-13T22:16Z [----] followers, [--] engagements


"Every ASX #copper play I have invested in has eventually turned to sh**. I really dont think I understand how to invest in Copper so maybe I should just leave it alone. $CYM in strategic review $CRL also dead $RXM taking a turn for the worst Far out. What hot commodity"  
[X Link](https://x.com/anyuser/status/1661694918132396033)  2023-05-25T11:25Z [----] followers, 21.4K engagements


"$XJO Im off by [--] weeks with a forecast from Sep [----]. Mind you [--]. direction is in tact [--]. It protected me from overextending But some guys want to pin me on fumbling open/close time of futures tickers lol. I mean if this isnt good enough for you please just unfollow me $XJO Out of the wedge now. Free fall can accelerate now. $XJO [----] then [----] This is not an overnight thing its a [--] month old thread and Ill be retweeting progress for the next [---] years. For the young guys new in stocks the #EV fan club. This is when boys become men. https://t.co/f3u1yMWwuD $XJO Out of the wedge now. Free fall"  
[X Link](https://x.com/anyuser/status/1705023085404151950)  2023-09-22T00:55Z [----] followers, 10.7K engagements


"Even if youre lucky and smart and bought into a GOOD company with conviction scale you still need discipline to hold the position. For example: I ask myself even IF $CU6 really is a top pick will I have what it takes to hold it through the journey of a successful company"  
[X Link](https://x.com/anyuser/status/1710099121149981048)  2023-10-06T01:06Z [----] followers, 43.5K engagements


"I want to write a short manual which talks about building wealth for the younger generation which will be filled with all the mistakes and set backs I made what worked and what didnt all the hustles I tried and what is working for me now. Its not a book on how to become a billionaire its just MY version of how a young 18-25 year old can still achieve the Australian dream of a house you own a car you own a family where your wifes only occupation needs to be a mother if she so chooses. where youre not stressing about an $18 lunch and [--] coffees. I want to talk about tax shield structures and"  
[X Link](https://x.com/anyuser/status/1982560012766687353)  2025-10-26T21:28Z [----] followers, [----] engagements

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