@The_scanner_man Nope - happy to share soon. I just wanted to swing the thesis past some tech bros to make sure I’m on the straight

@tofdaj Growth something I’m trying to figure out - niche market which represents lower multiple but shouldn’t be this low. No exact figures anywhere but seems they have most of Aus market wrapped up, growth would be US

@The_scanner_man In fact there’s absolute 0 coverage on this stock on X

RT @asxpeasant: $BOT now about to crack all time high, as is the obvious process in reaching $1.40. $1.40 is obviously only the first stop…

Says it all. $MTM $MTM.AX

$CBA to $200

@SmallCaps_asx I agree, just can't see Chris selling off his prized possession

@AlchemyofFinan1 They’re probs still losing at $500/t

@respeculator What % do we think TC/RC’s represent in average C1 costs? 15% ish? If so a 70% reduction would ease C1 costs 10%

@respeculator I’d assume most are linked to the annual benchmark? Or can’t the miners capture price on a semi-annual basis at least, like when they plummeted in June last year

@ShitValueFund You mean $MGX ?

$BSX $BSX.AX Mankayan Cu-Au deposit Being only 2.5km from the Lepando mine, which has notoriously high level Arsenic content, my best guess would've been this deposit would face similar issues...but it seems the geology differs? Far Southeast Porphyry also down the road, not as bad but still elevated As content. Mankayan geology doesn't refer to any arsenic-rich minerals such as enargite or luzonite so it appears those challenges will actually be mitigated. Big? Yes. Deep? Yes. Porphyry? Yes. Asset probably turned out to be better than I first expected - however, still not holding. Many moving pieces to go, CR needs to be done...confidence drilling will be expensive, standard disproportioned CapEx to MktCap will be required. Also no mention of Philippines pit restrictions and/or taxes?

@Spec_punter With you on $TMS mate, picked up some listed oppies

@shoootingfish @Spec_punter @The_scanner_man It also extended outside the resource

@Spec_punter @Ibs1974 Def not taking comments from HC as support for my argument but this mob definitely has a history - of course punters lost out on latest drill results and that’s the risk u take , but it’s not a good look when stock price halves in the days leading up to announcement