Member Info for bonker99

I see no resistance before upper teens here and still worth many times more than that.

I haven't read it ands certainly wouldn't buy something off the reasoning of just one guy but the investment case here is pretty stellar if you've done the math at all - I still expect multiples from here.

Moneyed investors don't get diluted ..........

How timely - dig in chaps IMO ...

the 200sma is at 40p dip****.

1/2p off a new ATH - I think she's going for upper teens.

I do like a green Friday ...

DRUCKENMILLER BETS BIG ON BRAZIL ETF BEFORE RALLY

Billionaire Stanley Druckenmiller’s Duquesne Family Office bought ~3.5M shares and call options in the $9.1B iShares MSCI Brazil ETF (EWZ) ahead of its 17% January surge, the best month since 2020.

• Rally fueled by a softer dollar, higher commodity prices, and strong gains in Vale SA and Petroleo Brasileiro SA.

• Duquesne sold its Argentina ETF holdings.

• Optimism persists as Latin American funds expect Brazil’s Ibovespa to climb further in 2026, with global investors increasing exposure via EWZ

https://x.com/DeItaone/status/2024151185700106596?s=20

Big move on here if she beats 42p ...

Iran are said to be firing missiles into Hormuz as I type - crude possibly shaping up for a +$11 move to my eye - beating 220s here/now is a big breakout signal on the chart to my eye.

Well every investor out there will be using the published NPV/IRR etc to derive a notional forward-looking value based on the given production numbers.

What else are people supposed to do?

I don't see this breaking upper 8s from here but time will tell - the SP in six months time will have fk-all to do with RSI etc.

Morning.

If Twitter engagement is anything to go by then a lot of people seem to have woken up to this very recently - I suspect the herd is growing in size.

Hence the IRR10 of 96% I shouldn't wonder!

That's insane.

Nice news.

Coming from a just 2% drilled deposit is jawdropping too - this could end up as the Escondida of the graphite world.

If you take the DFS NPV numbers at face value then your M&A buy-out target valuation on current issue should be around 40p but that's before any of the really good news here in the past month or two.

Imagine what those massive US banks are going to do to the SPAC valuation when it floats.

I still like c170p this year here.

Rare Earths demand to 50x over next 2.5 decades. (Morgan Stanley)

Buy your kids some shares.

https://x.com/bonker99/status/2023408802050236536?s=20

Yup - upper teens the first move I think but worth so much more than that.

Nice chart:

https://x.com/bonker99/status/2023380107927454035?s=20