Inyati Capital

Tomorrow's ideas today. Advisory firm with a focus on ESG and emerging companies

[Equities Club @EquitiesClub]

SpaceX asks the public for US$75 billion, a Silicon Valley giant takes a fifth of Fortuna, and Opthea sheds 97.5% in a single session.

Plus: drones, graphene, and and an awkward backflip from a small-cap.

This week's ASX wrap: https://t.co/ZLavHs7vjP

[Equities Club @EquitiesClub]

The Silicon Valley giant behind SpaceX just took a fifth of Fortuna Metals (ASX: FUN)

The men behind DreamWorks and Dropbox, now on the register of a $37 million ASX junior.

Read the full breakdown: https://t.co/6AR7nrtbcT

[Elk Range Mining @ElkRangeLtd]

Jurisdiction matters.

Idaho combines mining history, infrastructure, and an experienced workforce, all key reasons Elk Range chose to build there from day one.

The Friday Mine sits within a historic gold district with generations of mining activity behind it.

#Gold #Mining

[Elk Range Mining @ElkRangeLtd]

Historical underground workings across the Friday district in Idaho.

One of the more interesting aspects of the project continues to be the extent of existing infrastructure and historical mining activity already present onsite.

#FridayMine #IdahoGold #USGold

[FMR Resources @FMR_Resources]

La Lorena update: Rock chip sampling at the La Martuca and Esperanza Prospects returned significant results including up to 5.32% copper and 1.91 g/t gold, confirming multiple styles of mineralisation.

Read more here: https://t.co/WdluAHCnNb

$FMR

[Equities Club @EquitiesClub]

Rutile is the highest-grade feedstock for making titanium, and new large-scale deposits are rare.

Fortuna Metals just hit high-grade rutile across 40 holes at its project in Malawi.

Read more: https://t.co/1H5lNd9qwD

[Equities Club @EquitiesClub]

Fortuna Metals is building a team to take its Malawi rutile project from discovery to production. Two new hires - Richard Stockwell, 26 years in mineral sands, and Dave Bougourd, ex-GM of Iluka's Eneabba operations.

CEO Tom Langley talks through what's next.

[Phoenix Global Investments @scuff_peg]

Fortuna Metals (ASX: $FUN) Strengthens Titanium Marketing Capability as Drilling Accelerates at Mkanda

Key Highlights
• Mineral sands marketing specialist Mr. Ian Hind appointed to strengthen commercial capability.
• Ian brings 20+ years experience with Iluka Resources, Kimberley Mineral Sands and Strandline Resources.
• Infill drilling underway on a 200m x 200m grid targeting high-grade rutile zones.
• Aircore drilling planned for mid-June to test depth potential to ~20m.
• CEO Tom Langley attending the London 121 Conference on 11–12 May.

@Fortuna_ASX
Link to the Announcement:
https://t.co/FAOzx9FAwG

[Elk Range Mining @ElkRangeLtd]

Introducing Elk Range Mining.

Focused on the Friday Mine in Idaho, a past-producing US gold asset with existing infrastructure and a clear pathway to value creation.

Building around real assets, disciplined execution, and long-term growth.

More to come.

[Elk Range Mining @ElkRangeLtd]

At Friday, one of the key things that stood out early was the existing infrastructure already in place at Orogrande.

Historical mining activity, processing infrastructure and operational groundwork provide a strong foundation as we continue evaluating the project’s potential.

[FMR Resources @FMR_Resources]

FMR has expanded its Chilean portfolio with a new copper-gold acquisition that complements the Llahuin Project and adds exposure to a highly prospective exploration region.

Learn more about the strategic rationale behind the acquisition: https://t.co/sJccyYDgu8

$FMR

[Fortuna Metals @Fortuna_ASX]

Fortuna Metals (ASX: #FUN) is pleased to announce the appointed a titanium marketing specialist with 20+ years experience from Iluka and Strandline.

Aircore drilling starts in June targeting deeper rutile mineralisation with the hope of significant resource expansion.

[Justin K @Justin_K000]

Now this is EXCITING for $FUN / $FUN.AX!

Did it just become TRI COMMODITY like $SVM next door?

Heavy Rare Earths (NdPR, DyTb, Yttrium) the juicy ones found in assays.

Graphite there as expected.

Rutile there, graphite there, REE there, now it's about the scale of each.

[Phoenix Global Investments @scuff_peg]

Fortuna Metals (ASX: $FUN) Reports Strategic Rare Earth & Graphite Results at Mkanda

Key Highlights
• Strong heavy rare earths DyTb – Yttrium and NdPr identified, showing comparable composition to Kasiya
• Monazite & Xenotime confirmed via QEMSCAN, supporting rare earth potential
• High-grade graphite hits incl. 6m @ 4.93% TGC & 10m @ 4.16% TGC, with grades improving at depth
• Rare earths such as DyTb & Yttrium critical for defence systems, magnets, semiconductors and advanced manufacturing applications
• Yttrium prices surged, highlighting strategic supply importance
• Potential third revenue stream via monazite/xenotime concentrates, offering additional upside at minimal incremental cost
• Results reinforce Mkanda as an emerging multi-commodity critical minerals system spanning rutile, graphite and rare earths

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

[TheGladiator @TheGladiatorHC]

Rutile, Graphite and now Rare Earths, DyTb and Yttrium confirmed at $FUN's Mkanda.

Yttrium is up 4000% since 2025, with US importing 100% of Yttrium from China, which controls about 90% of global supply.

[Equities Club @EquitiesClub]

Fortuna Metals (ASX: FUN) returns heavy rare earth grades that beat next door neighbour Sovereign Metals, the Rio Tinto-backed owner of the Kasiya deposit.

Graphite hits also came in above Kasiya's average grade.

CEO Tom Langley breaks it down:

[Fortuna Metals @Fortuna_ASX]

Fortuna Metals $FUN is pleased to announce heavy rare earths confirmed at Mkanda, with graphite up to 4.93% TGC, strengthening similarities to nearby Kasiya and supporting a growing multi-commodity project story.

[Fortuna Metals @Fortuna_ASX]

Fortuna $FUN expands Mkanda again.

Rutile footprint now 53 km² with a 28 km² high-grade core.

Hits include 10m @ 1.43% rutile and surface samples up to 2.52%.

Aircore drilling starts late May to test depth ahead of a maiden resource in H2 2026. Graphite assays still to come

[Equities Club @EquitiesClub]

Adisyn (ASX: AI1) just had a massive week.

An exclusive worldwide licence on stealth drone materials out of Tel Aviv University, and a $14M placement cornerstoned by Israel's largest investment house.

[Equities Club @EquitiesClub]

Every year we do this. Dig through hundreds of ASX small-caps looking for the ones most people miss.

Some hit. Some don't. But when they hit, they really hit.

Here's our 10 for 2026: https://t.co/riMzAkdgAr