Pinned Tweet
Replying to @BridgeStCapital
@BridgeStCapital's representatives and several institutional investors took a day to unwind and experience Africa at its best!
@Simba @Mufasa @KingofTheJungle @Southern_Pd #southafrica #mining #SPD #platinum #palladium #rhodium #PGMs #SouthAfrica
Food inflation is a risk worth watching. 🌾
Global wheat prices are up 9.9% YoY, while fertiliser prices rose more than 12% in Q1.
Disruption through the Strait of Hormuz could add further pressure to energy, fertiliser and ultimately food prices.
#inflation #commodities
🤖 Made with AI
Congratulations @Emmerson_ERM on major gold resource upgrade👇👇👇👇👇
@Emmerson_ERM $ERM announces resource upgrade at its White Devil gold project in Tenant Creek, NT to 611koz👇. Congratulations to management on strong execution and value creation in a rising gold market. #gold #resources #goldmining
Disclosure: speculative, I own, DYOR
BridgeStreetCapital retweeted
Limited local 🇦🇺 macro news this week but a few blockbuster releases coming up. This week the focus is:
Tues 11/3 - Japan Q4 GDP 🇯🇵
Wed 12/3 - US CPI Feb 🇺🇸
Thurs 13/3 - US PPI Feb & Initial Jobless Claims 🇺🇸
Friday 14/3 - UK GDP Jan 🇬🇧
#equities bloomberg.com/markets/econom…
BridgeStreetCapital retweeted
Busy economic calendar this week, with main focus:
Monday 3/3 - Eur CPI Feb
Tuesday 4/3 - Au Retail Sales Jan
Wednesday 5/3 - Au GDP Q4
Thursday 6/3 - ECB rate decision
Friday 7/3 - US non-Farm payroll & unemployment rate + Fed Chair Powell speaks! bloomberg.com/markets/econom…
Pleased that our client @Emmerson_ERM $ERM is having exploration success at its White Devil prospect. 👇👇👇👇👇
@Emmerson_ERM $ERM has released drilling results at its White Devil gold prospect in Tenant Creek, NT. Multiple high grade and wide zones of mineralisation evident. ✅ Resource upgrade expected in March.
#gold #exploration #resources
Speculative: speculative, I own, DYOR
Relatively quiet week of global macro data, with all eyes on:
Monday 3 Feb: EU CPI for Jan
Thursday 6 Feb: UK BEO rate decision (Consensus = 25bp cut)
Friday 7 Feb: US Non-Farm Payroll Data and Unemployment
bloomberg.com/markets/econom…
BridgeStreetCapital retweeted
Australia’s trimmed mean inflation measure was 3.2% for the year to December vs 3.3% expected. For Q4 was 0.5% vs 0.6% consensus. Cooling inflation opens the door for a pre-election interest rate cut. #inflation #equities bloomberg.com/news/articles/…
Market news this week 👇👇👇👇👇
In market news this week, all eyes are on Trump’s inauguration👇 and the crucial first few days of exec orders. Other market news is light, primarily:
Tuesday: Canada CPI
Thursday: Japan CPI and BOJ rate decision
Friday: EU, UK , German and France PMI data on.ft.com/3Wqxz14
Inflation data incoming this week 👇👇👇
Significant #inflation data for Dec ‘24 will be released in the next few days, making this a critical week for global markets
Tuesday: US PPI
Wednesday: US CPI, UK CPI & PPI, France CPI, Spain CPI
Thursday: Germany CPI, Italy CPI
Friday: EU CPI
#equities bloomberg.com/news/articles/…
Congratulations @ActivePortGroup $ATV on a successful rights issue! 👇👇👇👇👇
Software company @ActivePortGroup $ATV has raised $2.6m through its rights issue plus a commitment of $0.5m to $2.0m from one insto, so total raising will end up between $3.1m and $4.6m. Company now fully funded to cash flow positive.
Disclosure: speculative, I own, DYOR
BridgeStreetCapital retweeted
Software company @ActivePortGroup $ATV has raised $2.6m through its rights issue plus a commitment of $0.5m to $2.0m from one insto, so total raising will end up between $3.1m and $4.6m. Company now fully funded to cash flow positive.
Disclosure: speculative, I own, DYOR
Massive result! 👇👇👇👇 Congratulations @Southern_Pd $SPD
@Southern_Pd $SPD releases the PFS for its Bengwenyama PGM project in South Africa 🇿🇦, which shows an NPV of US$1 billion. Our firm @BridgeStCapital IPOed SPD in 2022 and it’s great to see management delivering in a big way!
Disclosure: speculative, I own, DYOR
BridgeStreetCapital retweeted
@Southern_Pd $SPD releases the PFS for its Bengwenyama PGM project in South Africa 🇿🇦, which shows an NPV of US$1 billion. Our firm @BridgeStCapital IPOed SPD in 2022 and it’s great to see management delivering in a big way!
Disclosure: speculative, I own, DYOR
We are very pleased to have acted as Sole Lead Manager of a $3.3m equity placement by @Lefroyex $LEX 👇👇👇. Congratulations to management and may the drilling gods be kind! #equities #gold #resources #investing
BridgeStreetCapital retweeted
Replying to @ActivePortGroup
@ActivePortGroup $ATV has signed a contract with Telekom Malaysia to deliver its unique GPU Edge and Orchestration software. Congratulations to the team on securing this milestone customer! #Activeport
Disclosure: speculative, I own, DYOR
Congratulations to our partners Radian Arc and the team at Activeport! Telekom Malaysia just signed an agreement with Radian Arc to deliver GPU Edge and Orchestration technology.
#Technews #Telconews #SaaS #Orchestration
BridgeStreetCapital retweeted
Economic calendar for the week commencing 8th July 2024👇, thanks to @StockheadAU. Very light calendar until the blockbuster US 🇺🇸 CPI data for June to be released on Thursday. All eyes 👀 on the only game in town. #CPI #Inflation #InterestRates #Equities
BridgeStreetCapital retweeted
Economic calendar for the week ahead👇 thanks to @StockheadAU. All eyes on Aussie CPI for May, released on Wednesday, which will inform the next RBA rate move, and US PCE data on Friday (US time). First US presidential debate on Thursday night as well, just for laughs. 🇺🇸
Congratulations @KincoraCopper $KCC 👇👇👇
BridgeStreetCapital retweeted
Australian 🇦🇺 retail sales rose 0.1% in April, less than market consensus. All eyes on Aussie April CPI out tomorrow. #CPI #InterestRates #Equities
BridgeStreetCapital retweeted
Logged onto @ProvarisEnergy $PV1 investor webinar today. Company making good progress in developing the green hydrogen supply chain in Europe via its compressed hydrogen transport solution. #EnergyTransition #Hydrogen
Disclosure: speculative, I own, DYOR
























