PJ Bourke

"Enjoying living was learning to get your money's worth and knowing when you had it" - Jake Barnes (The Sun Also Rises)

[PJ Bourke @PatrickJBourke]

"Gretel," he said, "just wait till the moon rises; then we'll see the breadcrumbs I strewed and they'll show us the way home."

[PJ Bourke @PatrickJBourke]

@ASXGCM @UNSW @ASXGCM proposes a 15:1 share split with a view to a US listing. Share price has been drifting since the excitement back in August last year, $GCM $GCM.ax #electrification #AI #graphite #ASX

[PJ Bourke @PatrickJBourke]

Let's go @ASXGCM, $GCM #GCM #ASX #graphite

[PJ Bourke @PatrickJBourke]

@ASXGCM @UNSW @ASXGCM is open for business, $GCM $GCM.ax #electrification #AI #graphite #ASX

[PJ Bourke @PatrickJBourke]

@energyx @PanteraMinerals @xenergynuclear @anson_ir @energyx, as featured in @FT

$PFE.ax
#lithium

https://t.co/Hz9JMQR0M8

[FT Commodities @ftcommodities]

Lithium start-up EnergyX plans ‘Battery Mecca’ in Texas https://t.co/i3PZapPDVA

[PJ Bourke @PatrickJBourke]

@energyx @PanteraMinerals @xenergynuclear @anson_ir ASX-listed @PanteraMinerals, $PFE.ax holds a strategic interest in @energyx, #lithium

https://t.co/D13a2Acvr8

[Ernest Scheyder @ErnestScheyder]

SCOOP:
@CompassMinerals plans to jump back into the lithium market by partnering with @EnergyX to ​extract the battery ​metal from Utah's Great ⁠Salt Lake. $CMP

https://t.co/Wy9cYSce73

[PJ Bourke @PatrickJBourke]

@redskyenergy @SantosLtd @redskyenergy announces site preparations are underway, marking the start of field operations for the Innamincka Dome drilling campaign. @SantosLtd, $STO.ax is the operator, $ROG $ROG.ax #oil #natgas #SA #ASX

[PJ Bourke @PatrickJBourke]

A bright outlook for @redskyenergy, including potential for more acquisitions, $ROG $ROG.ax #natgas #SA #ASX

[PJ Bourke @PatrickJBourke]

@redskyenergy @SantosLtd @SantosLtd, $STO strategic review points to getting more out of the Central Area of #CooperBasin. After its capital raise, @redskyenergy, $ROG.ax is looking to Santos to approve drilling in the Innamincka Dome, with binding authorities for expenditure in place, #natgas #oil #ASX

[PJ Bourke @PatrickJBourke]

@Glencore @Metallium_MTM @TheMotleyFoolAu @RioTinto @IndiumCorp @NewFrontierMin @ASX_MEI @DeptofWar @RiceUniversity @Sean_Daly_ @SeekingAlpha @StocksDownUnder @RystadEnergy @CG_Driven @CruxInvestor @Metallium_MTM CEO Walshe was also quizzed by @CruxInvestor about the share price back in early March when it was around $0.74 (compared with the raise @ $0.84 and high of $1.485). Price today has been as low as $0.47. Where's the floor? $MTM.ax $MTMCF

https://t.co/ZyG7xdOXGs

[PJ Bourke @PatrickJBourke]

@Glencore @Metallium_MTM @TheMotleyFoolAu @RioTinto @IndiumCorp @NewFrontierMin @ASX_MEI On share price: It’s the cycle we are in, we have achieved milestones, profits taken, it's just the beginning and US investors believe price should be higher compared with peers. Aiming for the #NASDAQ listing by Sep / Oct – local investors are on notice, $MTM.ax

[PJ Bourke @PatrickJBourke]

@Glencore is a great name to add to @Metallium_MTM 's growing list of partners, $MTM $MTM.ax #MTM #ASX #e-waste #FJH

[PJ Bourke @PatrickJBourke]

@Glencore @Metallium_MTM @TheMotleyFoolAu @RioTinto @IndiumCorp @NewFrontierMin @ASX_MEI @DeptofWar @RiceUniversity @Sean_Daly_ @SeekingAlpha @StocksDownUnder @RystadEnergy @CG_Driven Comparing @Metallium_MTM's upcoming catalysts & CEO Walshe's interview with @CruxInvestor from early March, @IndiumCorp aside, it does seem like offtake agreements are taking longer than initially expected, inc with @Glencore, $GLEN, $MTM.ax $MTM $MTMCF

https://t.co/FXiSQSvqMc

[PJ Bourke @PatrickJBourke]

@Glencore @Metallium_MTM @TheMotleyFoolAu @RioTinto On recoveries and offtake: Recoveries to include 200g of #gold per tonne of PCB feedstock. Other metals include #Silver, #Palladium, #Tin and #Copper. Offtake agreements expected with 6-8 week. Negotiations with @Glencore continue on that front. $MTM.ax

[PJ Bourke @PatrickJBourke]

@FinancialReview Northern Star Resources annual mineral resources and ore reserves statement, $NST.ax #gold #ASX

[PJ Bourke @PatrickJBourke]

$NST.ax -- #ASX -- #gold

https://t.co/DibO96KAqx

[PJ Bourke @PatrickJBourke]

@FinancialReview reporting that fund manager Elliott has acquired a $1B stake in Northern Star, $NST.ax and has called upon it to conduct a strategic review and urgently consider a sale while searching for a new chief executive, $NST #gold #ASX

https://t.co/2wRedkphDh

[PJ Bourke @PatrickJBourke]

@ReutersCommods @CriticalMet @EuropeanLithium @TonySage7237 @BBC @Energy_Fuels @W_Nuclear_News @mining @Reuters @WhiteHouse @themotleyfool @CNBCi @FinancialReview @business @realloys @NasdaqExchange @TheAssay @CriticalMet update on its heavy #REE Tanbreez project in #Greenland, $CRML $EUR $EUR.ax $EULIF #NASDAQ #ASX

https://t.co/Q21fFXIIfb

[PJ Bourke @PatrickJBourke]

@ReutersCommods @CriticalMet @EuropeanLithium @TonySage7237 @BBC @Energy_Fuels @W_Nuclear_News @mining @Reuters @WhiteHouse @themotleyfool @CNBCi @FinancialReview @business @realloys @NasdaqExchange @TheAssay $ALOY

[PJ Bourke @PatrickJBourke]

@moneyofminepod @FortescueNews @PeteMilne4 '@SantosLtd chief operating officer for Australia and PNG, Brett Darley, described Dorado as the “largest undeveloped oil project in Australia”... “This is the next North West Shelf,” he told investors in Sydney last week.'
$STO.ax $CVN.ax

https://t.co/SRP1in51ff

[PJ Bourke @PatrickJBourke]

Carnarvon Energy, $CVN #CVN + Strike Energy, $STX #STX -- AFR also picking up the story: https://t.co/6LyaHEUEkD

[PJ Bourke @PatrickJBourke]

@moneyofminepod @FortescueNews @PeteMilne4 $CVN.ax: '...the rig contract marks a significant milestone on our return to more regular drilling, and we look forward to drilling at least one, and potentially two, high impact wells...Carnarvon is confident that we will continue to open up the worldclass Bedout Sub-basin' #oil

[PJ Bourke @PatrickJBourke]

@AEMO_Energy @Buru_Energy @StockheadAU @PeteMilne4 In a follow up piece for Boiling Point, @PeteMilne4 discusses other potential sources of #natgas in #WA, including Black Mountain Energy (formerly ASX:BME) and @Buru_Energy, $BRU.ax, each of which has its own challenges

https://t.co/7QLHxlICEo

[Pete Milne @PeteMilne4]

Roger Cook’s threat to frack the Kimberley if Woodside’s Browse is blocked because WA needs the gas is nonsense: he exempted it from his export ban.
87% can be sold overseas.
https://t.co/dUhgIxL4K5

[PJ Bourke @PatrickJBourke]

From @AEMO_Energy, the #WA energy market needs @Buru_Energy's #natgas, $BRU $BRU.ax #ASX

[PJ Bourke @PatrickJBourke]

@AEMO_Energy @Buru_Energy @StockheadAU @PeteMilne4 asks who will supply the extra domestic #natgas that #WA needs

https://t.co/tOZ0JWIRzz

[Pete Milne @PeteMilne4]

National gas reservation gives WA the gas it needs without drilling near Scott Reef for Woodside's Browse or fracking the Kimberley
Instead @RogerCookMLA relies on an uncertain Browse and for @WoodsideEnergy and @Chevron to "do the right thing"
https://t.co/N0Y2oWbywf

[PJ Bourke @PatrickJBourke]

@StGeorge_SGQ @finan @Tecnicas_reun @BBC @VEvents_RIU @Worley_ECR @realloys @NasdaqExchange @StGeorge_SGQ welcomes Japan's TDK Corporation (TYO:6762) subsidiary Amperex Technologies Ltd as a shareholder following the restructure of the Lithium Star JV in #WA, $SGQ $SGQ.ax #niobium #lithium #ASX #commodities

[PJ Bourke @PatrickJBourke]

@StGeorge_SGQ @finan @Tecnicas_reun @BBC @VEvents_RIU @Worley_ECR @realloys @NasdaqExchange $ALOY

https://t.co/NYJJfIvg3r

[PJ Bourke @PatrickJBourke]

@NovonixBattery @panasonic @SyrahResources, $SYR.ax and @Tesla, $TSLA resolve dispute over offtake deal, for now

#graphite

[PJ Bourke @PatrickJBourke]

@NovonixBattery 'expects to begin mass production of industrial-grade #graphite this year. Mass production of anode material for @panasonic is now expected to begin in the second half of 2027. Qualification of anode materials is a rigorous process, and timelines can vary...' $NVX

[PJ Bourke @PatrickJBourke]

@NovonixBattery @panasonic $SYR.ax

https://t.co/xaPvYTSqaw

[Reuters @Reuters]

Australia's Syrah, Tesla extend deadline to resolve alleged default in graphite supply deal https://t.co/BxcW79ZqoC https://t.co/BxcW79ZqoC

[PJ Bourke @PatrickJBourke]

@Reuters @SyrahResources, $SYR.ax and @Tesla, $TSLA resolve dispute over offtake deal, for now

#graphite

[PJ Bourke @PatrickJBourke]

@NovonixBattery @panasonic Compare ASX-listed 1414 Degrees Ltd, $14D.ax, working with @Georgetown and seeking to commercialise its SiNTL technology for use in batteries, particularly for drones / unmanned aerial vehicles

[PJ Bourke @PatrickJBourke]

@NovonixBattery @panasonic @NovonixBattery to receive US$103 million of tax credits under the Advanced Energy Project Credit Program, provided it places its first 11,000 tpa of production in service before 7 April 2028, $NVX $NVX.ax #graphite

[PJ Bourke @PatrickJBourke]

@whitebarkenergy @AEMO_Energy @D3Energy_ASX @HeliumBlue @FinancialReview @Noble_Helium @BullsNBearsWA @westaustralian @PeteMilne4 asks who will supply the extra domestic #natgas that WA needs

https://t.co/tOZ0JWIRzz

[Pete Milne @PeteMilne4]

National gas reservation gives WA the gas it needs without drilling near Scott Reef for Woodside's Browse or fracking the Kimberley
Instead @RogerCookMLA relies on an uncertain Browse and for @WoodsideEnergy and @Chevron to "do the right thing"
https://t.co/N0Y2oWbywf

[PJ Bourke @PatrickJBourke]

@whitebarkenergy could be sitting on the largest onshore #natgas resource in #WA, $WBE $WBE.ax #ASX

[PJ Bourke @PatrickJBourke]

@whitebarkenergy @AEMO_Energy @D3Energy_ASX @HeliumBlue @FinancialReview @Noble_Helium @BullsNBearsWA @westaustralian #hydrogen

https://t.co/vOphs3Bhlg

[gasworld @gasworld]

Hydrogen will not play an immediate role in responding to the ongoing Middle East crisis, but will be “critical” to longer-term security measures across fertilisers, shipping, and aviation, according to the International Energy… https://t.co/xmzn3cGccF #gasworld #industrialgas

[PJ Bourke @PatrickJBourke]

@Macquarie @BlackRock @WoodsideEnergy @RIL_Updates @Samsung @PeteMilne4 @yara @OricaLimited @FinancialReview @GrainGrowersLtd @RabobankAU @FortescueNews @page_research @frankjotzo @alexbhturnbull @renew_economy @arenagovau @gasworld @stockjournal @ArgusMedia @Reuters + @JavierBlas crossover on Chinese exports of #urea. A long shot, Australia (and India) could also produce #fertilizer from #coal via NeuRizer Ltd, $NRZ.ax, DL Holdings Co, #KRX:000210, @Samsung's, #KRX:005930 Samsung C&T and @RIL_Updates, $RIL

https://t.co/OE7sYor8qS

[Javier Blas @JavierBlas]

China allows again exports of nitrogen fertiliser, a sign that authorities feel confident about domestic supply -- and food security.

It helps that Beijing makes ~80% of its urea from coal.

https://t.co/FKcUpOBJiJ

[PJ Bourke @PatrickJBourke]

NeuRizer Ltd would have its own source of #natgas to produce #urea in #SA, $NRZ $NRZ.ax #LeighCreek #NRUP #ASX

[PJ Bourke @PatrickJBourke]

@Macquarie @BlackRock @WoodsideEnergy @RIL_Updates @Samsung @PeteMilne4 @yara @OricaLimited @FinancialReview @GrainGrowersLtd @RabobankAU @FortescueNews @page_research @frankjotzo @alexbhturnbull @renew_economy @arenagovau @gasworld @stockjournal @ArgusMedia NeuRizer can produce #natgas in #SA without fracking and its #urea project in Leigh Creek has major project status in the State, $NRZ $NRZ.ax #fertilizer #ausag #commodities

https://t.co/RT5ZnHMvaO

[PJ Bourke @PatrickJBourke]

@EurozHartleys @Encounter_ENR @Encounter_ENR enters into a MOU with @Cambridge_Uni spin-out Echion Technologies Ltd in the UK and and Switch Technologies in WA as part of establishing an integrated #lithium-#niobium #battery industry in Australia, $ENR $ENR.ax #WestArunta #ASX

[PJ Bourke @PatrickJBourke]

@EurozHartleys @Encounter_ENR '@Encounter_ENR continues to de-risk the development pathway...a significantly expanded high-grade MRE of 26Mt @ 1.7% Nb2O5 (within 120Mt @ 0.77% Nb2O5)...[shows we have] the tonnes, grade and favourable metallurgy to potentially support a multi-decade mining operation', $ENR.ax