Wayne Cribb

My diary trading the ASX

[Wayne Cribb @CribbWayne73102]

not sure about the macro environment and currently 95 to 100% invested so thought better trim
sold 1/4 RDM at 15.5 last Thursday closed at 17.5 the next day on massive volume smh

[Wayne Cribb @CribbWayne73102]

got more pol aistudio says its in the sweet spot of the preproduction lassonde curve to me the chart looks like its bouncing off 84.5 to 87.5 I still think that report was solid from the other day

[Wayne Cribb @CribbWayne73102]

got more @polymetals just before close yesterday after the quarterly was released production looks good finished the day with a nice green candle and increased volume

[Wayne Cribb @CribbWayne73102]

sold 20% of my PGL (was KAI) on April 17 for .75 have another sale order at .88 looks to be trading this channel for the last 2 years must be due for an extended consolidation channel soon surely

[Wayne Cribb @CribbWayne73102]

got PNN heads today @.12 to go with the oppies - looks to be trading in this channel so I've put a sell in @.18

[Wayne Cribb @CribbWayne73102]

got COB @.115 today recent volume spikes with big clean green candles xover 500 ema preproduction of cobalt with a refinery close to FID - FID is bottom of Lassonde Curve after orphan period - binding offtake agreements soon too - sell half [email protected] bc gap down on 27 oct 25

[Wayne Cribb @CribbWayne73102]

Sold half of those ANXO at .012 on 16 April so around 70% return for just under a months holding

[Wayne Cribb @CribbWayne73102]

Got more ANXO last Friday 20 March @.007. Looking back over the last few weeks everything has tanked but ANX has held relatively stable.

[Wayne Cribb @CribbWayne73102]

got more @polymetals just before close yesterday after the quarterly was released production looks good finished the day with a nice green candle and increased volume

[Wayne Cribb @CribbWayne73102]

Picked up PNNOA yesterday at .045 .1 call Dec 2029 thinking I might have been a bit early but I'll grab more if it drops if I can

[Wayne Cribb @CribbWayne73102]

sold entire LDR holding @.16 MRE released today thanks @grok "(MRE) usually sits on the right side of the initial discovery peak, entering or at the start of the "Valley of Death" / Orphan Period on the Lassonde Curve"

[Wayne Cribb @CribbWayne73102]

Bought some @LodeResources at .14 today. I had been looking to buy at .14 in the last few weeks but wasn't in funds. Probably should have put a bid in at .135 but we'll see. Antimony again. Tasmania is probably not such a great place but we'll see.

[Wayne Cribb @CribbWayne73102]

Got more ANXO last Friday 20 March @.007. Looking back over the last few weeks everything has tanked but ANX has held relatively stable.

[Wayne Cribb @CribbWayne73102]

Got some ANX warrants long time til strike ie January 2028 hit strike price a few days ago altho now below .025 fully permitted copper mine existing infrastructure 18 months to mining after FID later this year chart looks good crossed 150 and 500 ema waiting for 150 to cross 500

[Wayne Cribb @CribbWayne73102]

Sold half of my JLL at a loss on March 18 because of their half yearly announcement. They seem to have become bearish on the US transaction. Still think it's a great project with lots of potential but the transaction was the reason I bought the second half of my holding

[Wayne Cribb @CribbWayne73102]

@Ruycorto Thanks Rui

[Wayne Cribb @CribbWayne73102]

@felixprehn WORKBOOK

[Wayne Cribb @CribbWayne73102]

@grok Waiting on their assays from RC and DD at Munni Munni. They said 4 to 6 weeks so I'll come back to this in 3 weeks and maybe buy then. What's the chances assays are back before 4 weeks @grok they don't do Diamond Drilling unless they're confident of good results right @grok?

[Wayne Cribb @CribbWayne73102]

Have to look at this a bit more carefully. Brownfields with viable (not stellar) grades - large tonnage, continuous reef, granted mining leases and adjacent to their Whundo Cu-Au project ... thanks @grok

[GreenTech Metals @GreenTechMetals]

via @StockheadAU

$GRE.AX has completed a first phase #drilling program at its recently acquired Munni Munni #PGE- #copper- #nickel project in WA, designed to verify historical work that outlined an historic resource of 24Mt at 2.9g/t 4E (PGE and #gold) for 2.2Moz.

The company is aiming to reclassify this resource in accordance with JORC 2012 standards.

The drill program was originally planned for up to 20 RC and diamond holes to provide QA/QC verification of the historically modelled MRE.

However, access to historical drill core from Munni Munni enabled re-sampling of selected mineralised sections.

Read more: https://t.co/bpePxzodqK

#GreenTechMetals $GRE #ASX #platinum #palladium #rhodium #PGMs

[Wayne Cribb @CribbWayne73102]

@grok I was focussed on the Cu. think Cu will do well over the next 10 to 15 years but I see there's not that much. Not so knowledgeable about PGE. I think the Nickel market is cornered by the Phillipines. Then I had a look at their Whundo project ... more Cu! What do you think @grok

[Wayne Cribb @CribbWayne73102]

@paragkapdi AT4

[Wayne Cribb @CribbWayne73102]

AT4.ASX Cheeky little buy at 0.14 late afternoon yesterday after watching the webinar - Andre said they'd received some assays which will drop soon. Expecting a pop on release. Well overweight on this. Might reduce the number to sell at .205 tho bc this is an easy multibagger

[Wayne Cribb @CribbWayne73102]

@Ruycorto VKA thanks Rui