TheSpecInvestor

Investing course: $50k live. Current value $412,635

Also @TheGladiatorHC by night

ARN 001299284

[Phoenix Global Investments @_phoenixglobal]

Peako (ASX: $PKO) Commences Magnetic Surveys Across Key KSA Gold Targets Ahead of Maiden Drilling

Key Highlights
• High resolution UAV magnetic surveys to commence across five key targets in KSA.
• Surveys will cover 54km² and ~1,400 line km, delivering high-resolution magnetic data.
• High-resolution imagery and topographic data will also be collected across the target areas.
• Data will help define structures controlling gold mineralisation and refine drill targets.
• Supporting maiden KSA drilling programs planned to commence in October.

@peakolimited
Link to the Announcement: https://t.co/glwc8WANQw

[Phoenix Global Investments @_phoenixglobal]

dorsaVi (ASX: $DVL) Completes Foundational CMOS Fabrication for RRAM Validation Chip

Key Highlights
• CMOS fabrication completed, with FEOL transistor fabrication and MOL interconnects completed using TSMC's CMOS process.
• Validation wafers now advance into proprietary RRAM integration phase and subsequent BEOL processing.
• Next steps include RRAM stack deposition, cell etching and electrical testing toward an integrated RRAM-CMOS validation chip.
• Advances roadmap for low-power Physical AI hardware across robotics, exoskeletons, autonomous systems and other Physical AI platforms.

@dorsavi @dorsaViUSA
Link to the Announcement: https://t.co/f9zFCMvl3Y

[Peter Grandich @PeterGrandich]

Michael Gentile was "spot-on" regarding #gold and tether. I believe as Pierre noted here, gold is going to play a much bigger role worldwide.
It wasn't too long ago when $5,000 gold felt like "pie-in-the-sky. So, while $25,000 is offering similar feelings, $10,000 is not out of the question in my mind
https://t.co/zgyfJvKnsl

[Phoenix Global Investments @_phoenixglobal]

Phoenix is pleased to share an update from dorsaVi (ASX: $DVL) CEO, Mathew Regan, on the Company’s next phase of growth.

dorsaVi’s Sensor V6.5 is bringing more intelligence directly onto the sensor, enabling on-device processing, data storage, alerts and Bluetooth connectivity.

The upgraded platform is opening new opportunities across Defence, occupational health & safety and international distributor markets, while the Company continues progressing its RRAM technology roadmap toward 22nm.
@dorsavi @dorsaViUSA

[Phoenix Global Investments @_phoenixglobal]

Peako Limited (ASX: $PKO) is reshaping its future with a transformational Saudi Arabian gold portfolio, positioning the company for multiple near-term exploration catalysts.

Our latest research explores:
* Why PKO's 862km² Saudi gold portfolio could redefine the company's growth story
* How multiple drill-ready targets with historical high-grade results support near-term discovery potential
* Why Saudi Arabia's emerging mining sector offers a compelling backdrop for exploration success

Read the full report: https://t.co/RyqVzdMKeA

@peakolimited

[Investor Vibe | ASX Mining @variruha]

Fractured granite, leucogranite veins and fault gouge at Portland Creek. Graphitic structures and hydrothermal alteration at Reynolds and Reitenbach. Both are showing the classic geological signatures of uranium systems. $I88 @InfiniResources

[Investor Vibe | ASX Mining @variruha]

The Geotech VTEM survey at $PMM identified a discrete electromagnetic conductor, and it doesn't just look interesting, it looks exactly like a buried pyrrhotite-rich tungsten body.
@PioneerMins

[Phoenix Global Investments @_phoenixglobal]

Fortuna Metals (ASX: $FUN) Advances Mkanda Titanium-Rutile Project

Key Highlights
• 298Mt @ 0.87% rutile and 1.19% TGC, including 159Mt @ 0.98% rutile and 1.11% TGC.
• Bulk metallurgical testwork produced a +96% TiO₂ rutile product.
• Aircore drilling is testing rutile mineralisation to the 20–25m free-dig limit, with first assays expected in Q3 2026.
• Mkanda also hosts graphite, heavy rare earths, zircon and monazite potential.
• WNDR has invested $8.6M to support Fortuna’s development opportunities in the USA.
• Bulk testwork, rare earth and zircon reviews are planned for H2 2026, with PFS targeted for 2027.

@Fortuna_ASX
Link to the Announcement: https://t.co/0XSHV4PsW1

[TheGladiator @TheGladiatorHC]

298Mt resource puts $FUN among the world's top rutile deposits,96.66% TiO₂ product spec that beats every established peer and WNDR's A$8.6M US investment.

Read the full report: https://t.co/EMXJOcFpts

[TheGladiator @TheGladiatorHC]

$PMM's VTEM survey has identified a shallow conductor at 50–70m depth, right next to the historic Springfield tungsten mine.Geological, geochemical, mineralogical, magnetic and electromagnetic data all point to a potential pyrrhotite-rich sulphide system that has never been drilled at depth.

[TheGladiator @TheGladiatorHC]

The uranium isn't randomly scattered, it's sitting in a structurally controlled hydrothermal system with peak spectrometer readings of 7,000-9,400 cps against a 500-800 cps background and bedrock source of 7.5% U₃O₈. $I88

[TheGladiator @TheGladiatorHC]

Silicon fabrication is a lot more expensive than the design phase. Getting wafers to move means the design is trusted by TSMC, who runs their own rule checks before building anything. #DVL

[Investor Vibe | ASX Mining @variruha]

$NVU is executing two commercial platforms simultaneously, ECS-DoT and EyeFly3D, and both are landing real commercial validation at the same time.🤩📈

[Chaiy_ASX @Chaiy_Analyst]

Validation chip in fab (CMOS base → RRAM next). 22nm low-power CIM targeting robotics & edge Physical AI.ReRAM market rising fast (15-25% CAGR). Strong demand fit for on-device AI memory, right oppurtunity for investors to step in vs bigger players.

[TheGladiator @TheGladiatorHC]

With smartphones projected to reach US$88.99B and digital media US$132B, $NVU is creating a major opportunity for EyeFly3D to reach a massive Indian audience with glasses-free 3D films.

[Phoenix Global Investments @_phoenixglobal]

dorsaVi (ASX: $DVL) Commences Silicon Fabrication of First RRAM-CMOS Validation Chip

Key Highlights
• Silicon manufacturing commenced with wafer processing now underway at the foundry.
• Manufacturing data package accepted into the foundry flow and released into fabrication.
• CMOS base now in production to support the RRAM memory array and test features.
• Program has moved from design to physical silicon production following tape-out.
• Next stages include RRAM integration, electrical testing and performance benchmarking.
• Advances the RRAM platform toward Physical AI applications in robotics, exoskeletons and autonomous systems.

@dorsavi @dorsaViUSA
Link to the Announcement: https://t.co/j9Gw3XelyQ

[Phoenix Global Investments @_phoenixglobal]

Infini Resources (ASX: $I88) Builds Exploration Momentum Across Canadian Uranium Portfolio

Key Highlights
• 465 geological stations and ~283 km of ground traverses completed at Portland Creek
• Peak spectrometer readings of 7,100 cps, 8,800 cps and 9,400 cps, against a 500–800 cps background.
• pXRF screening returned up to ~2,800 ppm U, with strongest responses
• 86 rock samples submitted for laboratory assay, with results expected in Q3 CY2026.
• 2026 program advancing with ~5,000m Phase 3 diamond drilling and trenching across multiple targets
• Multiple catalysts ahead, including Portland Creek assays and Reynolds-Reitenbach drilling assays.

@InfiniResources
Link to the Announcement: https://t.co/C8FBPzWz41

[Phoenix Global Investments @_phoenixglobal]

Pioneer Minerals Limited (ASX: $PMM) Identifies High-Priority VTEM Conductor at Springfield

Key Highlights
• High-priority bedrock conductor identified adjacent to the historic Springfield Tungsten Mine.
• Shallow conductive body starts ~50–70m below surface, modelled at ~70m × 140m with ~130 Siemens conductance.
• Conductor potentially represents pyrrhotite-rich sulphides associated with the known tungsten system.
• EM conductor coincides with the regional magnetic anomaly, with multiple datasets converging on the same target area.
• Results refine drill targeting, with detailed mapping and final drill planning underway ahead of maiden drilling.

@PioneerMins
Link to the Announcement: https://t.co/fas1BSzVbU

[Phoenix Global Investments @_phoenixglobal]

Nanoveu (ASX: $NVU) Secures US$300K Pilot EyeFly3D Order for Glasses-Free 3D Mobile Content in India

Key Highlights
• US$300K pilot order secured, with US$165K already received, supporting the initial EyeFly3D deployment in India.
• 100M+ monthly active users, EyeFly3D will bring curated glasses-free 3D content to a major Indian OTT platform.
• 5,000+ hours of content converted by One Immersive for release through its client’s mobile application in 2026.
• Apple & Android rollout planned, with nationwide distribution supporting wider adoption of EyeFly3D technology.
• Large Indian market opportunity, with the smartphone market forecast at US$88.99B and digital media market at US$132B.

@nanoveuofficial
Link to the Announcement: https://t.co/99MZFSXO75

[TheGladiator @TheGladiatorHC]

6km hydrothermal uranium system at Portland Creek, maiden diamond drilling at Reynolds and Reitenbach on the 1.90% U₃O₈ Titus Prospect. More drilling at $I88, Next Quarter.