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.
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
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.
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…
AIM Corleone retweeted
1/10 #Germanium: a critical mineral you've never heard of
$2,839/kg → $7,204/kg in 24 months
Here's why it matters 🧵
AIM Corleone retweeted
💰Over 4b (50%) shares traded since placing - solid base set
💰19.1m oz silver + high grade zinc/lead in situ
💰Current drilling to be EU's only JORC compliant Germanium supply
💰China controls 85% of Germanium
💰EUs answer to supply crisis
💰Fully funded/no debt
#ROCK #ROCKFIRE
1/13🧵10 Key Points Every Resource Investor Should Know About @Rockfireplc
Current: 0.1425p
Market Cap: £12.28m
Europe's answer to the germanium supply crisis 🇬🇷
Let's dive in 👇
#ROCK #Germanium
AIM Corleone retweeted
🌟 The crypto world is buzzing! Here's a look at the top 10 exchanges by 24h trade volume. Are your favorites on the list?
Source: coinranking.com/exchanges (Volumes and rankings mentioned in the image are as on 13 July 2024 and may vary at at the time of posting)
#Blockchain #CryptoExchanges #Top10 #Coinranking #FinTech #DigitalAssets #WadzPay
ALT 🌟 The crypto world is buzzing! Here's a look at the top 10 exchanges by 24h trade volume. Are your favorites on the list? Source: https://coinranking.com/exchanges (Volumes and rankings mentioned in the image are as on 13 July 2024 and may vary at at the time of posting) #Blockchain #CryptoExchanges #Top10 #Coinranking #FinTech #DigitalAssets #WadzPay
AIM Corleone retweeted
Huge tier 1 exchange will announce the listing of WadzPay $WTK
Fasten your seat belt
AIM Corleone retweeted
I'm not an OG, but I've been sitting on my 1st large bag of $WTK since Feb '23. You don't have to wait. We are at the start of a large uptrend. The chart is gorgeous & healthy. Stop the #gambling and 100% in on #memecoins & build wealth with a 100x play #wadzpay
t.me/WTKinformation/110
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