Side Hustle Investor

Interests: #NetZero solutions, #EVs, #BES, #AI, #robotics. The future is tech-driven #green. Learn to do right; seek justice. Isaiah 1:17

[Side Hustle Investor @SideHustleInves]

@silvertrade Dude, u started it!

[American Critical Minerals Corp. @MineralsCorp]

The numbers tell the story:

🔋 Lithium demand surging to ~3M tonnes by 2030
📉 US production down 36%
📦 More than 50% imported
⚠️ Global lithium shortage projected by 2025

The US needs domestic #lithium production. American Critical Minerals (CSE:KCLI) is positioned to be part of the solution.

[Todd Hannigan @todd_hannigan]

IperionX's Covia Camden deal unlocks the largest stacked-critical-minerals play across the 'Big Sandy' province in Tennessee USA

At first glance, it is a disciplined, strategic US$3m bolt-on acquisition next to the $IPX Titan Project

But the opportunity is transformational: IperionX has added a high-grade, lower-cost foundation for its leading American rare earth and critical minerals platform

Historical mining at Camden only targeted the high-purity silica sand horizon. Decades of silica sand operations just separated and stockpiled the heavy rare earth and critical minerals, rather than commercialising them. 

That singular focus on high-purity silica sand also left behind the highest-grade mineral horizon across the Big Sandy province, the Lower McNairy seam, and left a pre-stripped horizon over a vast ~140 acres. That is potentially a massive development shortcut.

For IperionX, Camden adds the potential of at-surface rare earth and critical mineral stockpiles, mineral rights, equipment, rail, utilities, owned and leased land, and established industrial infrastructure directly beside Titan in Tennessee. That is important because critical mineral projects are typically hardest at the start: upfront capex, stripping, infrastructure buildout and years of work before valuable feedstock arrives.

For U.S. strategic supply chains, Titan + Camden will strengthen domestic supply across titanium minerals, zircon and heavy rare earth-bearing monazite + xenotime minerals: critical inputs for American defense, aerospace, magnets and advanced manufacturing.

Camden unlocks new opportunities across ‘Big Sandy'

The first strategic opportunity is the pre-concentrated mineral stockpiles: nearly 50 acres of pre-processed critical mineral feedstocks already at surface. These point to a potential high-grade feed source that could deliver lower capex and mining costs.

The next prize is the pre-stripped, higher-grade Lower McNairy rare earth and critical mineral horizon over ~140 acres

At Titan, the Lower McNairy is a powerful critical mineral horizon with ~50% higher grade than the Upper McNairy, but the value uplift is far larger:

Nearly 3x the contained zircon minerals, 2.5x contained high-grade titanium rutile minerals and 14x the contained rare-earth minerals (including Xenotime) per tonne of minerals sands. That is why Covia’s exposed, pre-stripped, and thick Lower McNairy seam could materially shift total project economics.

That could also underpin a superior ‘Big Sandy' development pathway:

Stockpiles first. Minimal mining cost, higher grades 

Pre-stripped Lower McNairy second. Lower strip ratio, higher grades 

Sale Titan third. Long-life rare earth and critical mineral production backbone

Camden potentially unlocks a faster, lower cost pathway to early high-grade rare earth and critical mineral feedstock. If IperionX confirms tonnage, recoveries and processing performance, this acquisition could become the high-grade front-end that potentially unlocks a larger, more valuable project that is faster to commercialise.

$IPX may have secured a highly valuable shortcut that makes 'Big Sandy' the premier, permitted, heavy rare earth and critical minerals stacked development play in the U.S.

[Side Hustle Investor @SideHustleInves]

@chrissiefarran Full Trump playbook.

[Side Hustle Investor @SideHustleInves]

It just keeps growing

[White Cliff Minerals @CliffMinerals]

$WCN

Read the full ASX Announcement here: https://t.co/oWzLhDB5B3

@troywhittaker83

#ASX #WCN #WhiteCliffMinerals #Copper #Exploration #Nunavut #Mining #RaeProject #ResourceGrowth

[The People's King Elvis @Real_King_Elvis]

It's not a lie if you believe it!

Does changing positions count?

[Side Hustle Investor @SideHustleInves]

@OGBigPapi90 @AlboMP @Socceroos Haha 😂😂😂

[AGRO @agroasx]

$ELV joins the ASX 200 following the June rebalance end of month big milestone for the lithium play 💥

Sitting ~#198 by mkt cap and now attracting index flows 📈

Stock up ~5% today as momentum builds 🚀

One to watch as passive money steps in #ASX #ausbiz #lithium

[Side Hustle Investor @SideHustleInves]

@paola_rojas Xpeng

[Side Hustle Investor @SideHustleInves]

@JEChalmers 👀 Look over there! 👉 There's something that's not my budget.

[Side Hustle Investor @SideHustleInves]

@AlboMP They might be growing their economy, but you are crippling ours with CGT in shares. We need to invest in industry to grow the economy.

[Side Hustle Investor @SideHustleInves]

@JasonClareMP Dude, I voted for you and now I'm wishing I voted for them BECAUSE they voted against it.

[Ryan Dally @Ryandally08]

#BREAKING MP Kevin Hogan blasts PM
Anthony Albanese in Parliament for destroying Australia's risk reward economic model.

Hogan's critique is razor sharp, the government has systematically inverted incentives for private enterprise.

Historically, risking capital meant keeping the return.

Now, the framework forces a parasitic transfer of wealth “You take the risk and the Albanese Government gets the reward” Hogan argued.

Hogan then rages that this isn't just failed policy, it's a calculated “unforgivable" deception of the Australian electorate.

Hard to argue.

[Side Hustle Investor @SideHustleInves]

@JEChalmers Yes, just the welcome kick in the guts that small business needed.

[Side Hustle Investor @SideHustleInves]

@JEChalmers No, this is the pay rise that will set inflation on fire and ultimately destroy employment. Then you will blame the investors who create employment and tax them more,giving their money away in a futile attempt to curb the inflation you caused.

[Side Hustle Investor @SideHustleInves]

@JEChalmers Oh wow, you persuaded The Guardian who like you thinks aspiration is a mortgage followed by a pension.

[Side Hustle Investor @SideHustleInves]

@JEChalmers Not the whole story, mate.

[Side Hustle Investor @SideHustleInves]

@zempheth @LithiumJW @GalanLithium It's making me nervous

[Dekka @DerekFranc90653]

Labor's new CGT rates are at least 50% higher than currently, and also 50% higher than the tax on labour. They are not aligning the incone and capital tax rates, that are already are very close. They are taxing capital at least 50% harder. Circulate widely please.

[Side Hustle Investor @SideHustleInves]

@JEChalmers Oh look! There goes something that's not my budget. Look over there!