Chaiy_ASX

I invest in Australian small–to–mid caps on the ASX, hunting durable moats and clear cash-flow paths. I love turning overlooked opportunities into compounding p

[TheGladiator @TheGladiatorHC]

Rick Rule sees silver as a speculation, saying he buys gold for fear and silver for greed. His preferred way to play it is through silver equities, not physical silver, because he believes many silver stocks are cheaper than the metal itself. With less than 20% of annual supply coming from primary silver mines and industrial demand still growing, he expects the next precious metals bull phase to eventually shift leadership from gold to silver, creating explosive upside in the right silver stocks.

[Sai Charan @Saicharan_1111]

$NVU’s new AI chip is a game-changer for drones, delivering up to 28% better energy efficiency and unlocking longer flights with no extra hardware needed. The future of flight looks brighter.

[TheGladiator @TheGladiatorHC]

Phoenix is pleased to share an update from Pioneer Minerals (ASX: $PMM) CEO Michael Beven on the Springfield Tungsten, Gold and Gallium Project in Idaho.

PMM has received approval from the U.S. Forest Service for its maiden drilling program, marking a major step forward as the Company prepares to drill test the project for the first time. Field crews are now mobilising, with access restored and geophysical work nearing completion.

Springfield hosts high-grade tungsten, gold rock chip results of up to 7.75g/t Au, and gallium values of up to 128ppm, providing exposure to two critical minerals alongside gold. Backed by a 2.9km magnetic anomaly, the upcoming drill campaign has the potential to unlock the scale of this largely untested mineral system.

@PioneerMins
@MBeven52640

[TheGladiator @TheGladiatorHC]

Nanoveu (ASX: $NVU) Demonstrates AI Function Fusion on ECS-DoT with 92% Voice Detection Accuracy

Key Highlights
• First AI function fusion combining keyword detection and voice recognition on a single always-on ECS-DoT chip.
• 400–500 µW average power consumption with 92% accuracy and ~4ms latency for real-time voice processing.
• On-device processing keeps audio on the chip while the host processor stays asleep until activated.
• Compatible with standard MEMS microphones with no specialised hardware required.
• Opens opportunities across tablets, PCs, consumer, industrial and always-on AI devices.

@nanoveuofficial
Link to the Announcement:
https://t.co/yfScv8nf6A

[TheGladiator @TheGladiatorHC]

Peter Schiff sees silver’s break above $50 as a real breakout after 50 years of resistance, with the pullback to $60 to $65 looking like a strong long-term buying opportunity. He believes silver is headed back above its prior peak and ultimately toward $200 or higher. On miners, he argues investors are still ignoring record earnings, preferring to chase stories like @SpaceX at huge revenue multiples, while precious metals miners already have real profits and rising leverage to gold and silver.

[TheGladiator @TheGladiatorHC]

David Rosenberg sees the gold pullback as another correction inside a long-term bull market, not the end of the move. His thesis remains centred on central banks structurally rebalancing reserves away from the US dollar and into gold, with that process likely only halfway through. In his view, China buying physical metal while Western leveraged money sells shows gold moving from weak hands to stronger hands, and investors should focus on the central bank bid rather than short-term price noise.

[TheGladiator @TheGladiatorHC]

Alasdair Macleod sees silver as an immediate squeeze risk, driven by physical metal being withdrawn from the global market and retail investors using silver as the cheaper way into the gold bull market. He believes the move could happen far quicker than many expect, possibly within weeks or months. In his view, the real risk sits in credit markets, while gold and silver remain legal money with no counterparty risk.

[Chaiy_ASX @Chaiy_Analyst]

Pioneer Minerals (ASX: $PMM) just got the green light from the US Forest Service for maiden drilling at Springfield! High-grade tungsten, gold AND gallium hits Reckon we’ve got a proper ripper multi-commodity system on our hands down in Idaho

[TheGladiator @TheGladiatorHC]

Pioneer Minerals (ASX: $PMM) Secures USFS Approval for Maiden Drilling at Springfield

Key Highlights
• USFS approval granted for Pioneer’s maiden drill program at Springfield.
• Drilling will test a large-scale mineral system extending beyond the historic Springfield Mine.
• Geophysics identified a 2.9km-long magnetic anomaly prospective for tungsten mineralisation.
• High-grade results include 2.98% WO₃, 7.75 g/t Au, and 128.7 ppm Ga₂O₃.
• Historic tailings produced a 3.27% WO₃ concentrate with a 17.6x upgrade in test work.
• Near-term work includes an airborne EM survey, target refinement and final drill planning.

@PioneerMins
Link to the Announcement:
https://t.co/60SPS4t1MP

[Chaiy_ASX @Chaiy_Analyst]

Nanoveu’s ECS-DoT AI just smashed it in real drone trials, 27.8% better cruise efficiency with no new hardware! Proper game-changer for endurance.

[TheGladiator @TheGladiatorHC]

Nanoveu (ASX: $NVU) Delivers Up to 27.8% Drone Energy Efficiency Gains in First Live ECS-DoT Flight Trials

Key Highlights
• Up to 27.8% improvement in cruise energy efficiency with an average gain of 27.2% in live drone testing.
• No hardware modifications required with gains achieved without changes to the battery airframe or propulsion system.
• Sub-10mW power consumption enables continuous real-time flight optimisation with negligible energy use.
• AI maintains optimal cruise speed reducing energy losses from speed fluctuations under standard autopilot control.
• Live trials validated using a controlled four-phase testing methodology with ECS-DoT as the only variable.
• US drone partner integration underway to evaluate flight endurance and efficiency opportunities.
• IP filings in progress covering AI flight optimisation UAV integration architecture and endurance modelling.

@nanoveuofficial
Link to the Announcement:
https://t.co/nUrLxhxDld

[TheGladiator @TheGladiatorHC]

Clive Thompson takes a more measured view on silver’s $300 to $500 targets. He sees that move as possible, but not highly probable this year, and believes most new purchases could still be made below $100 if investors keep stacking gradually. In his view, silver is better accumulated over time rather than traded through aggressive long-dated calls, with a move above $100 this year already enough to make stackers very happy.

[TheGladiator @TheGladiatorHC]

Nanoveu (ASX: $NVU) Delivers Up to 27.8% Drone Energy Efficiency Gains in First Live ECS-DoT Flight Trials

Key Highlights
• Up to 27.8% improvement in cruise energy efficiency with an average gain of 27.2% in live drone testing.
• No hardware modifications required with gains achieved without changes to the battery airframe or propulsion system.
• Sub-10mW power consumption enables continuous real-time flight optimisation with negligible energy use.
• AI maintains optimal cruise speed reducing energy losses from speed fluctuations under standard autopilot control.
• Live trials validated using a controlled four-phase testing methodology with ECS-DoT as the only variable.
• US drone partner integration underway to evaluate flight endurance and efficiency opportunities.
• IP filings in progress covering AI flight optimisation UAV integration architecture and endurance modelling.

@nanoveuofficial
Link to the Announcement:
https://t.co/nUrLxhxDld

[TheGladiator @TheGladiatorHC]

Pioneer Minerals (ASX: $PMM) Secures USFS Approval for Maiden Drilling at Springfield

Key Highlights
• USFS approval granted for Pioneer’s maiden drill program at Springfield.
• Drilling will test a large-scale mineral system extending beyond the historic Springfield Mine.
• Geophysics identified a 2.9km-long magnetic anomaly prospective for tungsten mineralisation.
• High-grade results include 2.98% WO₃, 7.75 g/t Au, and 128.7 ppm Ga₂O₃.
• Historic tailings produced a 3.27% WO₃ concentrate with a 17.6x upgrade in test work.
• Near-term work includes an airborne EM survey, target refinement and final drill planning.

@PioneerMins
Link to the Announcement:
https://t.co/60SPS4t1MP

[TheGladiator @TheGladiatorHC]

Frank Giustra says gold is going through a real structural shift. Debt, money printing, de-dollarisation, and central banks quietly swapping dollars for gold are all behind it. The recent pullback is just speculators and short-term traders cashing out after a sharp run, while central banks keep buying with a multi-year plan in mind. Gold isn't just trading against the dollar or interest rates anymore, it's quietly becoming the world's neutral reserve asset.

[TheGladiator @TheGladiatorHC]

Reuters reports Trump just signed off on the Defense Production Act to fix America's weapons supply problem.

The Iran war has burned through more than half the US stockpile of critical missiles, and the bottlenecks are now in rocket motors, igniters, and guidance systems. And none of that gets built without rare earths, titanium, tungsten, antimony, and graphite.

[TheGladiator @TheGladiatorHC]

John Feneck, renowned commodities expert, sees gold holding a stronger floor than many investors realise, with $4,000 intact since March and $3,500 to $3,800 acting as deeper support. He still expects a retest of $5,500 by the first half of next year, with $4,700 to $4,900 as the next resistance zone. On silver, $60 to $61 has held twice, the metal remains in deficit, and the next step is reclaiming the $70 to $90 trading range before a bigger move.

[TheGladiator @TheGladiatorHC]

Fortuna Metals (ASX: $FUN) Commissions Laboratory to Accelerate Resource Development at Mkanda

Key Highlights
• 15 technicians trained and the Lilongwe laboratory commissioned.
• In-house processing expected to reduce assay costs and improve turnaround times.
• 6,000m hand auger drilling program now ~62% complete.
• 5,000m aircore drilling scheduled to commence in early July.
• Maiden Inferred Resource Estimate anticipated in early July 2026.
• Ongoing drilling and technical studies continue to advance the Mkanda Rutile Project.

@Fortuna_ASX
Link to the Announcement:
https://t.co/MXMhqP75cU

[TheGladiator @TheGladiatorHC]

dorsaVi (ASX: $DVL) Finalises RRAM-CMOS Validation Chip Design, Advancing Towards Fabrication

Key Highlights
• Completed design of its first RRAM-CMOS validation chip, developed with NTU Singapore and ITRI Taiwan.
• Includes write-and-verify technology to improve memory reliability and data accuracy.
• Features Compute-in-Memory (CIM) capability, enabling processing directly within the memory array.
• Built on commercial CMOS technology, supporting scalability through existing semiconductor foundry lines.
• Advances dorsaVi's vision for low-power, on-device intelligence across robotics, exoskeletons and industrial AI.
• Targets high-value markets including defence, robotics, medical devices and intelligent sensing.

@dorsavi @dorsaViUSA
Link to the Announcement:
https://t.co/tOYHw1DAt0

[TheGladiator @TheGladiatorHC]

No solvents, binders, or furnaces are needed. The cathode, solid-state electrolyte, and carbon nanotube conductor are deposited in a single dry, room-temperature process led by Dr. Alla Smirnova, whose lithium-ion battery research was previously supported by NASA EPSCoR.

[TheGladiator @TheGladiatorHC]

Nanoveu (ASX: $NVU) Demonstrates Microphone-Free Voice AI on ECS-DoT at Under 1mW

Key Highlights
• Real-time keyword spotting using bone-conduction sensing, with no microphone required.
• Achieved always-on operation at under 1mW, leveraging ECS-DoT's ultra-low-power Edge AI architecture.
• Delivers noise immunity, low power and real-time response in a single solution.
• Ambient noise is excluded at the source, improving privacy and eliminating the need for noise-cancellation processing.
• Compatible with standard STMicroelectronics IMU hardware, with no specialised hardware required.
• Applications span hearables, AR/VR devices, industrial communications and defence systems.
• Active customer engagement and commercial discussions underway across the hearables and AR ecosystem.

@nanoveuofficial
Link to the Announcement:
https://t.co/ecxfrQS77i

[TheGladiator @TheGladiatorHC]

With the smart people and the right money in, $FUN produced 66kg of rutile concentrate from a 5.4-tonne bulk sample at Mkanda, 40% hand auger drilling done, aircore starting this month and the maiden inferred resource expected soon.