Stephen Silver

MD of Evolution Capital if I tweet about an equity I generally own it

[Stephen Silver @SteveSilver18]

Why is this allowed in Australia? What have we imported? Why does the government allow this? @AlboMP

[Open Source Intel @Osint613]

Islamic Scholar in Sydney, Australia:

“Jihad is definitely part of our religion. Allah prefers and rewards Muslims who directly fight our infidel enemies more than those who do nothing.”

[Stephen Silver @SteveSilver18]

Welcome on board Richy Xie - experience talks for itself $JGH

[MinRex Resources Limited @MinRexResources]

📢 Evolution Capital has initiated coverage on MinRex Resources $MRR highlighting the flagship Tlamino Gold Project in Serbia and multiple upcoming catalysts, including a fully funded ~7,000m drilling program and maiden JORC MRE targeted for Q4 2026.

📌https://t.co/BeO0DWsfXO

[Stephen Silver @SteveSilver18]

@DezBryant Aged like fine wine

[Stephen Silver @SteveSilver18]

Imagine being in charge of a city that literally burns to the ground and at the next vote you are still winning the vote 😭

[Grant Wilson @grantfwilson]

As I mentioned at Investor Briefing of 1 May, @Tivan_Limited has many ways to manage upcoming option expiries.

The agreements announced today are optimal for TVN, maintaining our commitment re shares on issue, whilst providing acceleration capital. 🚀🐊https://t.co/wonzVjiU5L

[Stephen Silver @SteveSilver18]

@InTheMixer Lock in on turkey - a good result there changes everything it’s a must result

[Stephen Silver @SteveSilver18]

Defund the @abcnews

[Stephen Silver @SteveSilver18]

@csett13 Smart

[Stephen Silver @SteveSilver18]

@johnwalker_1986 Smart by the coach - our hustle / out run / out muscle when you aren’t as technically gifted

[Stephen Silver @SteveSilver18]

$JGH This morning, Jade Gas Holdings (ASX: JGH) became the first company in history to have natural gas reserves formally approved in Mongolia.

Jade is an ASX-listed coal bed methane developer operating in Mongolia's South Gobi region - one of the world's most resource-rich and energy-hungry corridors, sitting on the doorstep of China. Mongolia currently imports virtually all its energy needs, running its mining and transport sectors almost entirely on expensive imported diesel. Jade's project exists to change that, supplying domestically produced LNG at a significant discount to diesel equivalent pricing. The opportunity is structural, the demand is real, and until today, the regulatory pathway was the missing piece.
The approval from Mongolia's Minerals Reserve Council has been years in the making. It opens the door to a Production Licence and formally transitions Jade from explorer to developer. Announcements of this magnitude in frontier energy markets do not stay under the radar for long.

Here is what the market has not yet priced in. Today's reserve covers 4.2km² of a 60km² field, from a single coal seam. There are 6 to 7 known gassy seams across the project. Certified 2P gross recoverable gas stands at 316 million standard cubic metres - sitting against contingent resources of 5,413 million Sm³ (2C gross) in the broader Red Lake area alone. The company has just booked 7% of the field. The other 93% is still to come.

The commercial framework is already in place:

Binding gas sales agreement with UB Methane LLC - Mongolia's largest gas importer
AU$70m letter of intent for project funding secured
Phase 1 - up to 175 wells, modular LNG, targeting transport, mining and industrial customers
Full field development - ~800 wells, 30+ year project life
Jade’s project sits 300km from China and the Chengdu region that is short gas and long energy requirements. You don’t need to be a genius to join the dots.

What now appears to be on the light side with recent catalysts our analyst values the company at A$758 million, or A$0.36 per share - based on a 50% risk-discounted NPV of the Red Lake project using US$30/Mcf gas pricing and a 10% discount rate. Across every sensitivity scenario modelled - gas price, FX, opex, capex, discount rate - the NPV of JGH’s share of the project remains above A$1 billion. The project IRR at base case is 93%.

Note: I hold stock

https://t.co/cqTpfzmRMG

[Stephen Silver @SteveSilver18]

@SamsonLi7 Can only occur in civilized societies

[Stephen Silver @SteveSilver18]

@Its_Tommo19 Worth making judgement after the tournament but right now aussies do their best when we get behind them for the tournament!

[Stephen Silver @SteveSilver18]

@scout_aussie *arda Guler….

[Stephen Silver @SteveSilver18]

@xabiballl Hard to polish turds

[Stephen Silver @SteveSilver18]

@lucaronin 😂😂😂

[Stephen Silver @SteveSilver18]

@adamhhammer Finally an honest online assessment

[Stephen Silver @SteveSilver18]

@Ross__Hendricks Ruined 3 days of his life 🤣🤣🤣

[Stephen Silver @SteveSilver18]

There’s no one in this squad who @Socceroos should fear

[USMNT Only @usmntonly]

BREAKING: MAURICIO POCHETTINO’S USMNT WORLD CUP ROSTER 🇺🇸

(via The Guardian)

[Stephen Silver @SteveSilver18]

Smart NZ!

[SBS News @SBSNews]

New Zealand's finance minister, Nicola Willis, has invited Australians who don't like Australia’s proposed changes to capital gains tax (CGT) to move across the ditch.

Learn more: https://t.co/YzBxqw7mTY