Brenchley

Long/Short US, UK and European equities. Sometimes short-biased and in 2025/26 heavy in resources.

[Ticker @TickerOfficial]

The proposed SpaceX IPO could be the largest in history. But "great company" and "great investment" are not the same thing.

The space economy has already rewarded investors, with Filtronic and Seraphim Space among them.

However, access and suitability are different questions.

Setting aside the governance concerns, perhaps the real question isn't "Will SpaceX succeed?" It's "How much future success is already baked into the IPO price?"

https://t.co/ZvzmLnajNj

[Ticker @TickerOfficial]

Watch @DonaldLeggatt interviews @GoldplatGDP CEO Werner Klingenberg about delivering stable gold earnings/dividends without mining – and the latest tailings JORC upgrade.

View the Full Fireside Chat here: https://t.co/nxuUqa0bFV

[Brenchley @BrenchleyCap]

$WCE drill results for #UFO holders

https://t.co/nodftg3f3V

[Brenchley @BrenchleyCap]

Buying some #GGP back here, oversold.

[Brenchley @BrenchleyCap]

Now got quite a few million shares of these #UFO #AlienMetals. Silver over $90.

[bonker99 @bonker99]

#UFO #AlienMetals

#Silver

[Brenchley @BrenchleyCap]

More speculative than I usually go for, but I've bought a chunk of #UFO with its exposure to silver.

[Brenchley @BrenchleyCap]

@goatattack Building generational wealth!

[Brenchley @BrenchleyCap]

Struth… bonza production numbers from #GGP yet again. An absolute cash machine of a company.

[Brenchley @BrenchleyCap]

Using the aussie trading price (+7%) #GGP is just 25p away from the £6 mark.

[Charles Archer @that_stocks_guy]

Incoming #GGP

[Brenchley @BrenchleyCap]

I would spend a lot of money in a bar like this

[litquidity @litcapital]

“Gonna be home late tonight babe, I’m out monitoring the situation with a couple of guys. We might even stay and monitor a second situation if something comes up”

[Ticker @TickerOfficial]

Greatland Resources #GGP opens up +5% in Australian trading - through A$11 - on the back of another great set of results.

[Brenchley @BrenchleyCap]

@finleyistan @llamaonthebrink There are very specific terms used for the resolution criteria. It has met all of them but is trading at 15c.

[Brenchley @BrenchleyCap]

@crypt0_joker @Polymarket https://t.co/Ci8mfNrWA9

[Brenchley @BrenchleyCap]

Greatland #GGP smashes past AUD $10 - but still so much further to go.

[Brenchley @BrenchleyCap]

@SaharasCharts 755 from here then #GGP

[Brenchley @BrenchleyCap]

#OMI bounce or drop through? With gold on the up and newsflow in Q1 2026 I've taken a small bet on a bounce from here.

[Brenchley @BrenchleyCap]

Liking the look of where #GGP is heading next - £5 incoming

[Brenchley @BrenchleyCap]

#GGP top-up day. So many hints in yesterday's AGM.

[Brenchley @BrenchleyCap]

Been buying shedloads of #OMI for the next run up with the gold price