Z

I occasionally post charts; none reflect positions I hold or recommend. I focus on stocks with limited coverage.

[Z @zadel_1]

@ramblingbarman @PaulineHansonOz They have sold us out.

[Discovery Alert @DiscoveryAlert]

5,448 g/t Ag intercepts as @IVR_ASX commences 30,000m Paris drilling program $IVR

https://t.co/lmAgOum69k

[Ronnie Stoeferle @RonStoeferle]

We live in a time where intelligent people are being silenced so that stupid people won’t be offended.”

Morgan Freeman

[Uranium Equities @UraniumEquities]

Nasdaq Standard 23 Hour Weekday Structure Starting Dec 6
Active Window: Sunday 9pm - Friday 8pm ET
Daily Pause: 8pm-9pm ET (system maint & trade date trans)
Overnight Session: 9pm–4am ET
PreMarket: 4am–9am ET
Regular/Core Session: 9:30am–4pm ET
Late/After-Hrs: 4pm–8pm ET

[Z @zadel_1]

@8020invest @CathieDWood How fantastic that she came to Australia and was so approachable. Good for you, Angie.

A great writeup as always 🙌🏼

[John Quakes @quakes99]

🚨Red Cloud #Mining Analyst David Talbot also updated his Ratings & Price Targets for all 22 #Uranium companies he covers & tracks.⚛️⛏️ Most oversold with highest potential uplift to target are $GLO +506%; $CVV +429%; $PUR +296%; $FUU +293%; $BSK +233%; $AEC +224%; $PTU +224% 🤠🐂

[Z @zadel_1]

@graddhytrading Family over finance, always 👍🏻

[Z @zadel_1]

@longarmlopez @CanthitaShot1 try this one for the ADR's:
https://t.co/Xo3ctjOsTx

[Z @zadel_1]

Well that escalated quickly..
$RML
Last 5.2c +25% odd, no sig. news, and heavy vol.
Trading on the NDQ has begun.

[Z @zadel_1]

$RML Resolution Minerals
Preeetty unloved down here
Last 4.3c
Drilling campaign targeting gold / tungsten / antimony
It does have a MC of $100m, of which $10m is cash thereabouts..

[Z @zadel_1]

@boy1_HC Yeah sorry mate, my post was incorrect. Their holding has reduced under dilution, they have not been selling stock as such.

[Z @zadel_1]

$ORD Ordell Minerals
nice and quiet sitting here at 54c
A bit of gold drilling + a MRE due 2H26
GMD have sold down some of their stake which has capped the SP in gold recent run up.

$8M cash
$41M MC

[Z @zadel_1]

@pigeonjones73 @Peter24673266 @hammerofleft That is a cracking comment 👌🏼

[Z @zadel_1]

$RML Resolution Minerals
Preeetty unloved down here
Last 4.3c
Drilling campaign targeting gold / tungsten / antimony
It does have a MC of $100m, of which $10m is cash thereabouts..

[Z @zadel_1]

From bad drilling result to good.
$AEL strong day backed by volume.
Last $1.85
Running into prior resistance.

[Z @zadel_1]

$AEL Amplitude Energy
Establishing a base after a disappointing well result earlier in the year. Gas producer, East Coast.

Last $1.63
Reported today

[Z @zadel_1]

$SLM Solis Minerals. Nice and quiet down here at 7.1c

A few results from their Lithium Project in Brazil expected shortly, followed by a few Copper holes in Peru.

8hr chart show.

[Rudi Filapek-Vandyck @Filapek]

Canaccord Genuity on NextDC $NXT: "NXT's share price is almost unchanged on a five-year view despite a c.10x increase in contracted capacity and 145% earnings growth over the period.

"We believe the dominant factor has been the rise in the 10-year bond yield from 1.2% in September 2021 to 5.2% today which we estimate, all else equal, would halve the equity value.

"Offsetting this, strong earnings growth and a slightly higher EV/EBITDA multiple serve to blunt the impact of yields, resulting in a near-static share price performance.

"Weighing further on performance, NXT remains a heavily shorted stock with nearly 8% of the shares out on loan.

"NXT exited FY26A with $8.7bn of pro forma liquidity against our estimate of $8.5bn to complete the contracted book, indicating to us a sound funding position.

"We move to a $20.10 target price, c.10% below our previous valuation, mainly on lower multiples applied to future contracted earnings, but we stay at BUY."
#stockinfocus #XJO #equities #investing

[Hoges @Hogan74837J]

This is the reason Labor don’t want Aussies to be able to access their Super,..it’s because Labor pigs all have their snouts deep in the trough.
👇

Greg Combet — Future Fund (chair); previously AustralianSuper, IFM Investors, Industry Super Australia — former ACTU secretary; Rudd/Gillard cabinet minister

Nicola Roxon — HESTA (chair); Super Members Council — former Health Minister and Attorney-General

Don Russell — AustralianSuper (chair); Super Members Council — long-time adviser to Paul Keating

Cath Bowtell — IFM Investors (chair); previously AGEST, AustralianSuper — Labor candidate for Melbourne (2010, 2013); former ACTU official

Lindsay Tanner — IFM Investors (director) — former Labor Finance Minister

Nick Sherry — Team Super (co-chair); Super Members Council — former Minister for Superannuation and Corporate Law; former Senator

James Merlino — REST (chair); Super Members Council — former Victorian Labor Deputy Premier

Andrew Fraser — Australian Retirement Trust (chair) — former Queensland Labor Treasurer

John Edwards — Cbus (director) — former adviser to Paul Keating

Steve Bracks — previously Cbus (chair) — former Victorian Labor Premier

[Z @zadel_1]

@JohnnyData9035 @NighthawkTradez the only smart comment on this feed. Their product sucks..

[Z @zadel_1]

@TimjboAU @winchy1962 supporting cruise ships in our harbour just proves how low you will go to support your rhetoric. I’m not against tourism, I’m against floating petri dishes dumping pollution, waste& thousands of potential disease carriers into our community as though they are some economic gift.

[Z @zadel_1]

@SportNewsUser Uranium offers the best R:R across all the materials space at present.

[Z @zadel_1]

$EQR Sold EQ Resources on the close yesterday, thought there were better setups in the Energy sector to allocate capital to.
A production report released today, the stock is down 8% in a broadly weaker market.
Last 39c

[Z @zadel_1]

Sprott increasing its stake in $PDN and $BMN...