David Tasker

@memphasys (ASX: $MEM) quietly executing in MENA: - Qatar delivering recurring use - New orders: UAE + Iraq - Egypt & Turkey next - Supply chain holding No hype - just steady commercial rollout and building a recurring revenue base. Worth a look, via @techinvestmag 👇 techinvest.online/news/memphasys…

On the ground yesterday at Golden Horse Minerals’ $GHM Southern Cross Project with a strong group of investors & advisors. Nothing beats seeing it firsthand - scale, activity and execution all on show. Multiple rigs turning and a clear strategy in place. Thanks to Nick, Dean & the team for hosting. @EurozHartleys @BrightstarReso1 @fiftyonecapital

I’ll be hosting the RaaS+ Ask the Analyst Webinar next Wednesday (18 March) at 11am AEDT / 8am AWST. Hear from RaaS senior analysts on: • @acusensus (ASX: $ACE) • Saunders International (ASX: $SND) • xReality Group (ASX: $XRG) Includes live Q&A. Free to attend. Register us02web.zoom.us/webinar/regist…

People matter in exploration. @Torque_Metals has recruited the team behind Spartan Resources’ Never Never discovery: • Simon Lawson – Chairman-elect • Craig Jones – CEO / MD-elect • David Coyne – NED-elect Now turning their attention to the Paris Gold Project south of Kalgoorlie. Full story on @thepickmagazine 👇 the-pick.com.au/news/torque-me…

Enjoyed this conversation with @SeanGregory888 from @Sarytogan at RIU Explorers. Key takeaway - grade matters. With a ~29% TGC graphite resource, the project has the potential to compete globally on cost. Watch the full discussion 👇

I’ll be hosting a webinar with The Agency Group Australia (ASX: $AU1) next week. Exec Chairman Andrew Jensen and Executive Director Paul Niardone will discuss: • 1H FY26 results • Growth strategy • Outlook for FY26 📅 Wed 11 March ⏰ 10am AWST Register 👇 us02web.zoom.us/webinar/regist…

Tin, tungsten and uranium - three commodities attracting strong investor interest. At the RIU Explorers Conference, I sat down with Ben Vallerine, MD of @KobaResources, to talk about their Queensland tin-tungsten projects and uranium exploration in South Australia. Drilling planned across both in 2026. Watch the interview below 👇 #ASX #Uranium #Tin #Exploration

Caught up with Luke Cox, MD of @CapriceLimited (ASX: $CRS) at the RIU Explorers Conference in Fremantle. We discuss the growing Vadrians gold discovery at the Island Gold Project in the Murchison, repeat structures along strike and what success looks like for the current drilling program. Worth a watch.

Gold not quite behaving like the textbook “safe haven” right now. Despite escalating tensions involving Iran, the metal has pulled back after record highs earlier this year. Interesting takes in @australian via @kirby_journo, with insights from Cameron Gleeson, Adrian Ash and Billy Leung. Safe haven ≠ straight line up. #gold #commodities #investing

One of the best parts of the job: getting out on site with clients. Our media team at @chapter1advisor, led by @JeddPenkethman, loves capturing companies in action - on rigs, in labs, and in the field. Latest example: filming Golden Horse Minerals $GHM at Hopes Hill near Southern Cross. Also happy to produce site videos for companies working with other IR firms.

Caught up with Paul Stephen, MD of @GoldArcRes $GA8 Gold Arc Resources, at RIU Explorers. Key takeaways: • ~200koz JORC resource base • 40,000m drilling before June • Mining partnerships targeting near-term cashflow • High-grade targets at Eclipse, Sapphire & Orion Aggressive, funded, and steady news flow ahead. #ASX #gold #exploration

Uranium to US$200/lb? @Shaw_Partners says a “super-cycle” is emerging as supply deficits widen, utilities remain under-contracted & nuclear demand accelerates. What it means for #ASX uranium stocks, via @thepickmagazine 👇 the-pick.com.au/news/shaw-and-… #ASX #Uranium #EnergyMarkets

@Shaw_Partners now sees uranium at US$200/lb by 2028. Supply ~150Mlbpa Demand tracking toward 390Mlbpa Utilities largely uncovered post-2027 Fuel is only ~5–10% of reactor costs. If they need pounds, they’ll pay. Uranium doesn’t drift. It reprices. Via @jchiat at @StockheadAU stockhead.com.au/resources/mons… #ASX #uranium

Zimbabwe has pulled ~10% of global #lithium supply off the export market. #Spodumene already >US$2200/t. Demand (BESS) rising. Chinese supply tighter. @Adrauso piece in @westaustralian is on the money - when supply tightens into strengthening demand, prices don’t fall. Feels like a new phase in lithium.

Good catch-up with Greg Miles from @CaspinRes at RIU. #Tin up >50% in 12 months - still under most people’s radar. Bygoo: - 3.94Mt @ 0.5% Sn (19.3kt) - Strong, simple metallurgy - 5,000m drill program underway Tin might not be flashy - but it’s in everything.

Caught up with Mike Spreadborough from @Novo_resources $NVO at RIU last week. Belltopper now 460–880koz at 6.7–8.9g/t Au and drilling planned H2 Wyloo (Au-Ag-Sb) drilling in Q2. NSW follow-up coming. Egina JV with $NST ticking along. Nine months of drilling from April. Plenty of catalysts. Worth a look.

@adisynltd just widened the #graphene playbook. From semiconductors to radar stealth, early lab work with Tel Aviv University shows up to 20dB radar reflection reduction - targeting 30dB next. That’s the difference between a 1m² radar target and something insect-sized. #Semiconductors remain the main game, but the optionality into #UAV and #Defence materials is hard to ignore. Serious science. Real data. Still early. Worth a read 👇

Caught up with Oliver Kiddie from @FMR_Resources $FMR at #RIUExplorers last week. Recap done. Top 50 reshaped. Llahuin JV secured in Chile. ~4,000m Phase I drilling underway at Southern Porphyry Targets A & C confirm a mineralised porphyry system. Now drilling Target K.6km corridor. MT + IP lighting up at depth. ~$4.5m cash. Copper. Chile. Scale. We watch with interest.

Caught up with @TGMetals CEO David Selfe at RIU Explorers last week. Van Uden: - 227koz @ 1.1g/t Au - Updated MRE due March - Granted mining leases + near-term production pathway - Gold City open in all directions. Lake Johnston lithium: - 15–20Mt target ~1% Li₂O - Met test work done, hybrid flowsheet patent in play Gold + lithium. WA infrastructure. Drills turning. Worth a look 👇

Sat down with Nick Rathjen at RIU to talk @OR3_Limited pivot to gold in WA’s Eastern Goldfields. 6km corridor at Miriam. 12m @ 12.18g/t Au at Forrest. 30,000m drill program underway. $10.7m cash, zero debt Active rigs in a Tier 1 postcode surrounded by mills. Gold story building. #ASX #Gold #Exploration