We spoke with Mark Goranson, the new CEO of @nanoveuofficial's (ASX: $NVU) Semiconductor Division. NVU just acquired EMASS and its Edge AI chip technology, which is 20x😮more energy-efficient than current products and in high demand by chip manufacturers😀
https://t.co/N4hLr8GgAD
@proactive_au@EvionGroup $EVG Continues to fly under the radar. $8.5m market cap, $2.7m rights issue @ 2.3cps to be completed tomorrow will put this at c. $3.4m cash + expected receipts from the sale of pilot product of c.$2m incoming.
@CxuAsx@CxuAsx Thanks Jonathan for the positive feedback. We'll update the summary. Looking forward to a deeper analysis next year once we've perfected the engine and to bring more attention to the opportunity.
Episode 2 of our Deep Dive pilot podcast focuses on #CauldronEnergy $CXU a #Uranium junior. Please have a listen and let us know what you think as we're looking improve our AI research accuracy and capability.
https://t.co/O7Btah76fw
@CXUasx#uranium#gold#cleanenergy#silica
Today we debuted our first Deep Dive pilot podcast episode focusing on Finder Energy $FDR. Please have a listen and let us know what you think as we're looking to invest further in our AI capability. @FinderEnergy#oil#gas#timorleste
https://t.co/pNBjeLv8o0
$EVG Evion Group expects to receive over A$2m from the sales of this initial 386 tonne of #graphite production with all sales prices more than US$3,000 / mt FOB achieved. Phenomenal result for a $10m MCAP company! Looking like a unicorn! @EvionGroup
Great to finally see some movement with $FDR Finder Energy. Our opinion concurs with MST Financials analysis that Finder is trading significantly below value. They have a fair valuation of $0.39 vs current SP of $0.05. We believe if Kuda Tasi comes online that +$1 is achievable.
$MEU Marmota sitting on a ‘substantial’ #uranium JORC resource at Junction Dam in South Australia of 5.4m pounds U3O8 to the east at Saffron, with avg grades of 557 ppm U3O8 and assay grades of up to 8,143ppm U3O8. $45m MCAP + Gold exposure worth keeping an eye on
⚛️ Another amazing piece of news this week!
@Amazon signs agreements for innovative nuclear energy projects to address growing energy demands 👏
"Nuclear can be brought online at scale and has a decades-long record of providing a reliable source of safe carbon-free energy."
🔽
$TG6 great announcement & presentation. Trading at a significant discount from ATH with $8m cash. The team continues to kick goals & make excellent progress. Todays excellent DMS spodumene concentrate results grading up to 6.31% Li2O. 17 months in and we remain bullish.
🎯#TG6 achieves outstanding #lithium concentrate results at Burmeister! ⚡️
✔️DMS spodumene concentrate up to 6.31% Li2O
✔️Ore sorting boosts Lithia head-grade by 15-39%
✔️Positive outlook for open-pit mining & simple metallurgy
#Mining#SC6
More: https://t.co/cR8jBpSe4m
$FDR $FDR.ax worth looking at. An extremely undervalued #Oil & #Gas play. $14m MC with $9.1m cash. $5m EV and a 45.8 MMbbl Net 2C resources. That's 11c EV/bbl. A couple of big funds on board. Longreach at 62% and Lowell Funds taking most of the shortfall. 4.8c RI has dropped the SP down but once loose stock is absorbed it will bounce back up to a respectable EV. Third biggest volume day in a year yesterday.
Finder Energy $FDR a value play? Risk reward on a $5m enterprise value with potential to produce off a 45mmbbl resource in 2-3 years is very enticing! If the mgt team pulls it off, a significant rerate is probable albeit lots of capital needed along the way as mining gets proven
We continue to remain bullish on the #uranium thesis and the upside potential of Cauldron Energy. $CXU Excellent webinar presentation by Jono https://t.co/dSsxlxw3SD via @YouTube
@ArgosyMinerals The consequence of not securing a partnership or funding when liquidity was high & the market was bullish is a failure by mgt. $AGY claimed to have offers on the table but never executed them for fear/greed of dilution. This is a more precarious situation for shareholders.
#GFEX futures continues rally. Now up to $119,450 CNY/mt. #Lithium rebound in play. Waiting for more confirmation that the mid $90k's was the bottom. China stimulus + near end of destocking cycle + high cost lepidolite miners uneconomical $AGY $GLM $LEL $TG6 $VSR $PLS $MAN $ASN