AIM Market Trader. Making Calls You Can't Refuse🤌🏽
The moon
Joined October 2014
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AIM Corleone retweeted
#ROCK
Nothing complicated about this one
ACAM are a significant holder
Successful drilling spurs on a maiden JORC for their Germanium deposit
This deposit upon the above will the 2nd largest outside China
JV / sell asset
Simple
RE-RATE ahead as lowly market cap
AIM Corleone retweeted
“Germanium adds another level of importance”
“Strategically Needed”
1.2m tonnes of Zinc
1/4m tones of Germanium
+Lead
+ Silver
Only 1/2 of 7km strike known
#ROCK potentially mineable tenement worth £12B
Valued at £18m
Roll on the 20’s
Up 9% / .18 on the ask
AIM Corleone retweeted
1/6 - @Rockfireplc have put out a Molaoi update and there's a #silver number in it we haven't seen from this project before.
559g/t Ag on a hand-held XRF.
Now, some context 🧵
#ROCK
AIM Corleone retweeted
I am watching @Rockfireplc #ROCK closely. The #germanium is the eye catching critical metal, yet the emerging #zinc dynamic further enhanced the strategic value of Molaoi Project. Market cap £11m - seems modest given what’s emerging here.
#ROCK is one to keep an eye on. Placing churn nearly done and huge resource in the ground. Drill rig arriving soon as they continue to push towards a JORC. Break out is imminent IMO.
DYOR
AIM Corleone retweeted
Extremely bullish environment for #ROCK @Rockfireplc that is due to announce a #germanium MRE in the coming weeks
The world's largest germanium refiner can't get enough germanium.
China Yunnan Germanium has released its H1 results, along with some commentaries on the Germanium market.
Let's get into it.
Material-grade germanium(ingots & powder) prices surged during 1H2026.
In the report, they cited 3 drivers:
>Tight raw material supply
>Recognition of germanium strategic values
>Capital flowing into Germanium
Some domestic producers were forced to curb output because they could not source enough raw materials.
Recycled germanium production was well below expectations in 1H26.
The result= tight feedstock and exploding demand. They're purely talking about the Chinese local Germanium supply & demand dynamic.
In the demand side:
>Infrared optics are weak. Germanium prices rose, and downstream users accelerated substitution with alternative materials. Note that Infrared was germanium main downstream market in the past.
>Fiber-grade germanium is growing, contributed by AI compute builds and data center expansion. However, there's the issue surrounding price sensitivity. "Price pass-through is still being negotiated." Overall the volume was still up,
>Solar germanium buyers was forced to change their procurement structure. Dropping annual tenders for monthly purchases or tolling.
Bonus: Indium phosphide a.k.a InP
Demand rose sharply on AI compute and data centers, with InP wafers for optical communications grew fastest. Volume up, price up sharply, tight supply & exploding demand.
Even if export control is being lifted overnight, I honestly don't think China has got any spare Germanium and Indium available for export market.
That's the reality that nobody talks about.
AIM Corleone retweeted
620kg.
That is all the #germanium China let out the door in June, nearly all to Russia.
@Rockfireplc are drilling in Greece to see if a maiden JORC #germanium resource is definable.
Not there yet, but a serious target.
Our full #ROCK review👇
ootg.me/2
1/4 - China exported 620kg of #germanium in June.
Down 45% on May.
Almost all of it went to Russia.
Global production runs at around 220 tonnes a year, so that is a very thin month of trade.
Why it matters to us 👇
#ROCK
Nice to see #ROCK @Rockfireplc finally gaining some traction. Still very early days and just making up lost ground but it’s certainly a start. Up nearly 50% in the last week.
Sellers depleted on #ROCK and buys coming in. Start of a major re-rate? #Rock @Rockfireplc shouldn’t be anywhere near these levels. Up 40% but very early days IMO.
AIM Corleone retweeted
#ROCK. My biggest holding. £11m market cap, zinc and germanium in Greece, gold options in Australia. Two RNS this month.
First, Molaoi. Hole 17 lab results: 52.3 g/t germanium over half a metre, 1m at 16.1% zinc, 5.9m at 5% zinc with silver and germanium throughout. Drilling is there to move the Inferred resource to Indicated. Germanium keeps showing up hole after hole. It is starting to look like part of the deposit, not a slide in the presentation.
The CEO made a point worth noting. 1m at 16% zinc fits a 2m minimum mining width, which still gives 8% zinc before silver and germanium are added. That is mine plan language, not exploration language.
Second, Marengo in Queensland today. Partner Eastern Resources reported rock chips with 20 samples over 1 g/t gold, 13 over 5 g/t, peak 12.3 g/t. Eastern funds A$1.5m of exploration over three years to earn 80%. Rockfire spends nothing and collects A$1m if a 500,000 oz resource gets declared. Surface samples only, but it is optionality someone else is paying for.
Still waiting on labs from holes 18 and 19. The pXRF readings from 19 look strong, but the machine does not read germanium, so patience.
Core thesis unchanged: 15Mt at 7.26% zinc Inferred at Molaoi, moving towards Indicated and an underground plan. The rest of the portfolio is starting to fill in around it.
Holding.
Not a trade rec. Do your own work.
Some nice buys entering #SBDS and full ask to buy any significant amounts. Spread tightening nicely. Looks ready to start moving. Just a £4mil mcap and huge growth potential as well as turning cash positive in the near future from current contracts.
AIM Corleone retweeted
🚨⛏️ GOLD STORY BUILDING? #ECR Worth a closer look… 👀🇦🇺
“Raglan was the beginning…” but the bigger picture now looks VERY different.
✅ Raglan targeting cash flow
✅ Maddens described as a potentially significant near-term opportunity
✅ Blue Mountain progressing behind it
✅ Salt Bush next in the pipeline
✅ 10 projects across 4 Australian states 🌏
The message from @ecrminerals is coming through clear: transition from explorer ➡️ producer.
Cash flow potential. Multiple pathways. Production ambitions. Bigger scale. Bigger platform. 🔥
“Conveyor belt” growth model? Investors may want this firmly on the watchlist 👀⛏️
🎥 Interview link 👇
m.youtube.com/watch?v=VrqHJN…
#ROCK some nice volume appearing on Rockfire here. This has the potential to become a billion pound mcap company long term. Mcap currently just £14mil.
I'll let you do the maths ⬆️⬆️⬆️