@invdiary

Saved by Grace

 United States
youtu.be/c7vv5g3EDII
Joined November 2024
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RC1 $RC1.AX 🏅 Market cap $12M 🙂 Debt-free 🎯 Located in the Eastern Goldfields 👏🏻 Already mined 6.6k ounces of gold this year! The value of the mined ore exceeds the current market cap of the entire company 🔥 42k ounces — current JORC MRE 💪 Potential to expand the resource
Investment Diary@invdiaryOct 2
I just finished buying a 12M market cap Eastern Goldfields based company - 👏🏻 6.6 koz already mined this year! 🔥 42 koz JORC MRE 💪Potential to expand the resource — 2m @ 37.52 g/t Au, including 1m @ 67.70 g/t — 5m @ 12.47 g/t Au, including 1m @ 46.90 g/t 🧐 MC 12M? HOW??? 🤫
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Fjord Phil
@FjordPhilOct 23
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Darp101
@DarpResearchSep 17
Monument Mining Buyback Proposal: $MMY.V $MMTMF A comparison of investing cash into Monument's own shares versus building a new mine in Australia or buying another producer. This is the bottom-line chart. The complete report is attached. A path to a 40-bagger is feasible. cdn-ceo-ca.s3.amazonaws.com/….
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Respeculator@respeculatorOct 13
Chart crime? 🤔🤔😂
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🙈🤣🔥
Conservative Dividend Investing
@CDInewsletterOct 13
This is the greatest post in the history of FIRE Reddit. Perfection.
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I just finished buying a 12M market cap Eastern Goldfields based company - 👏🏻 6.6 koz already mined this year! 🔥 42 koz JORC MRE 💪Potential to expand the resource — 2m @ 37.52 g/t Au, including 1m @ 67.70 g/t — 5m @ 12.47 g/t Au, including 1m @ 46.90 g/t 🧐 MC 12M? HOW??? 🤫
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Investment Diary@invdiaryOct 2
Replying to @pennycapitalaus
Wrong. When directors buy - you buy.
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Zen Trade 🌟🚨
@aammiitt2Sep 30
$BC8 $BC8.ax Don't touch it pls.....72c is the absolute bottom....Market is forward looking and Diesel, High AISC costs, Lower Production is going to be priced in at 72c....
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Fascinating to see $NST.AX, $FRS.AX, $RMS.AX $EVN.AX and $BC8.AX holding up so well despite weakness in gold The entire Goldfields region is on fire 🔥- anticipating a wave of M&A activity! I hope smaller miners $LM8.AX $JAV.AX $FAU.AX $EMC.AX $RGL.AX will get some love, too ❤️
Investment Diary@invdiarySep 28
Replying to @GoldForecast
Now $AEM wants to buy $NST.AX 😆 I wish they bought all my Goldfields/Kalgoorlie miners - at a huge premium, of course! 🤣 Aussies are the most valuable miners- such a pity you don't have IBKR account where you can buy them!
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Dear majors, be smart. The best acquisition targets are: BC8 Black Cat Syndicate LM8 Lunnon Metals $FAU.AX First Aurum $JAV.AX Javelin Minerals $EMC.AX Everest Metals
Investment Diary@invdiarySep 28
Replying to @GoldForecast
Now $AEM wants to buy $NST.AX 😆 I wish they bought all my Goldfields/Kalgoorlie miners - at a huge premium, of course! 🤣 Aussies are the most valuable miners- such a pity you don't have IBKR account where you can buy them!
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Why buy $NST.AX while you can buy LM8
LambDownUnder
@LambDownUnderSep 27
Good Job $NST.ax. Gold fields are being predatory, ramp up the buyback and defend the share price. They have already stolen $GOR.ax from me for a song and a dance, don't let them repeat it here, less than 12 months later. Will note the ASX listing as part of the takeover as well. $GOLD
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Investment Diary@invdiarySep 24
Replying to @Johnie36149708
My problem is even worse, I am buying names like LM8 or BC8
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Lunnon Metals would have made $20M net this year at gold price $3500.
Investment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
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Why is China buying so much gold? Because it's cheap! Also, they need to accelerate treasuries sells. However, I am not buying $GDX - see what I am buying below:
Investment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
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I made 3X on $ALTN.L. I also made 3X on $MSA.TO. Then, I made 3X on $BCN.AX. Bought those before everyone else discovered. Now I bought Lunnon Metals:
Investment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
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It's time to sell overvalued $GDX and buy undervalued producing microcaps instead!
Investment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
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I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
Investment Diary@invdiaryApr 23
Not only $LM8.AX $LM8 is printing gold reserves, it is already producing- going to make ~40M of FCF before September this year!
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Jeremy Raper
@puppyeh1Sep 9
Alara $AUQ.AX breaking out. I prev wrote this up here... rapercapital.com/2026/08/24/… If you run-rate what they've reported for shipments this qtr, I have this - despite the move - on about 1.5x EV/EBITDA...w/ the JV rapidly reducing debt given current spot Cu pxes...or about 1-1.5x P/FCF... Rerating just getting started imo 👊👊
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NS Investments@NStepmumSep 16
$ENQ.L chart is interesting Let claude make an analysis Its balls cheap on 2027 (and beyond) earnings
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Respeculator@respeculatorSep 9
$SBM.AX 😍 75cps cash + 25cps royalty + franking + XXcps on Nova Scotia (which could be upward of A$1.50/sh pending permitting outcome).. 🔥🔥
Respeculator@respeculatorAug 27
BOOM. A key risk to these "cash boxes" is mgmt blowing the cash on something stupid and empire building. This is not the case here.. mgmt is actively trying to monetise Assets and maximise shareholder returns... $SBM.AX
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