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N-KaT

@nkat007

ASX Investor / trader. Opinions are my own, not financial advice. Always DYOR.

Beigetreten Şubat 2014
1.4K Folgt3.4K Follower
N-KaT
N-KaT@nkat007·
$PAT @PAT_Resources cornerstone investment of $500,000 from @NextInvestors making it their BIGGEST investment ever✅✅✅ With further exploration kicking off in a few weeks at the Tassa #silver deposit, the existing MRE of 25.5Moz could grow materially! 💥 At $16M market cap + ~A$0.32 per AgEq ounce vs an ASX silver peer average of A$1.62, $PAT trades at a steep discount despite sitting in a tier‑one silver district near Buenaventura’s San Gabriel 1.8Moz #gold mine. 22 of 26 drill holes came back with #silver mineralization for an 85% drilling success rate from Phase 1 and 2 drilling done by previous owner.🚀 nextinvestors.com/articles/our-b…
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N-KaT@nkat007

$PAT Maiden Resource of 31.4Moz AgEq at Tassa Project 💥 ✅MRE 25.5Moz of at 42.73g/t Ag ✅Mineralisation open in all directions ✅Infill and step out drilling is expected to significantly expand MRE ✅Exploration Target of 29-46Mt With a #silver #gold asset like this - we could be seeing a transformational year. $ASL trading at $398m market cap and have defined 47Moz Ag at their Cero Bayo project in Chile. $PAT trading at $11m MC. A rerate is due.

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N-KaT@nkat007·
@71_dane @StGeorge_SGQ So funds can accumulate a quality company and asset at a lower cost base - I'm not concerned personally.
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N-KaT@nkat007·
$SGQ @StGeorge_SGQ A$600m MC announces Major Resource Upgrade for their world class Araxa #rareearths and #niobium project 🚀🚀🚀 ✅ 74% increase in MRE -> 70.91Mt @ 4.06% TREO + 0.62% Nb2O5 ✅ 218% increase in Measured and Indicated category ✅Substantial upside to MRE increasing further, with 44 expansion drill holes not yet included in MRE ✅Araxa now compares more favourably with size/scale of MP Materials (NYSE: $MP) $US11B and Lynas Rare Earths (ASX: $LYC) $A20B
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N-KaT@nkat007·
$SGQ price target of $0.44 by Petra Capital. With the Araxa project MRE now in-line with majors NYSE: $MP + ASX: $LYC a positive re-rate is more than probable IMO.
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N-KaT@nkat007

$SGQ @StGeorge_SGQ A$600m MC announces Major Resource Upgrade for their world class Araxa #rareearths and #niobium project 🚀🚀🚀 ✅ 74% increase in MRE -> 70.91Mt @ 4.06% TREO + 0.62% Nb2O5 ✅ 218% increase in Measured and Indicated category ✅Substantial upside to MRE increasing further, with 44 expansion drill holes not yet included in MRE ✅Araxa now compares more favourably with size/scale of MP Materials (NYSE: $MP) $US11B and Lynas Rare Earths (ASX: $LYC) $A20B

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N-KaT@nkat007·
$PAT Maiden Resource of 31.4Moz AgEq at Tassa Project 💥 ✅MRE 25.5Moz of at 42.73g/t Ag ✅Mineralisation open in all directions ✅Infill and step out drilling is expected to significantly expand MRE ✅Exploration Target of 29-46Mt With a #silver #gold asset like this - we could be seeing a transformational year. $ASL trading at $398m market cap and have defined 47Moz Ag at their Cero Bayo project in Chile. $PAT trading at $11m MC. A rerate is due.
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N-KaT@nkat007·
#GW1 another director change of interest notice announced today. Chart looking positive.
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N-KaT@nkat007

#GW1 in just over 12 months director Peter Wright has increased his holding by 8.4mill shares to 13.2mill. 🔍 #lithium #graphite #gold #silver projects

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N-KaT@nkat007·
$FLG building
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N-KaT@nkat007

$FLG @flagshipmineral continuing to make material progress: ✅DD completed by Xinhai ✅Xinhai board appointment to Flagship in Jan '26 ✅Second tranche of A$1.25m investment received ✅Updated MRE anticipated in 3-6 weeks 1.05Moz #gold and growing towards 2Moz Au through 🚀💥 $FLG first mentioned @ 0.06, likely open above 0.20, up ~350% and strong chance of continuation as key milestones are achieved ~60m MC for a company progressing towards 2Moz of #gold still low

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N-KaT@nkat007·
$SLZ chart setup looking interesting
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N-KaT@nkat007·
$LIB Volume + long term trend reversal incoming. ⚡️
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Liberty Minerals (ASX: $LIB) trading well, after exercising option to acquire 100% interest in a portfolio of Brazilian critical minerals projects focused on #rareearths and heavy mineral sands / #titanium minerals. 💥 ➡️Paraíba (Hard Rock Rutile & #Monazite sands): reconnaissance sampling of in-situ rutile crystals returned multiple XRF results >90% TiO2, including 94.7% TiO2 and 93.6% TiO2 ➡️Rio Grande 234 km² district-scale heavy mineral sands (HMS) coastal plain project located immediately adjacent to the advanced South Atlantic Project. JORC 2012 MRE reported as 771Mt @ 3.0% Total Heavy Mineral ➡️Alcobaça (HMS & Monazite sands): 55 km² project positioned next to Energy Fuels’ Bahia Project, previously acquired for US$27.5 mill 💰 Accelerated exploration and value creation planned in 2026.⚡️

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Paola Rojas 🐝
Paola Rojas 🐝@paola_rojas·
The silver chart looks insane. Volume is huge yet seems to be tapering. We may need another catalyst to break the $100/oz mark.
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N-KaT@nkat007·
$HMI @Hiremiiltd Quarterly update: ✅ Record Revenue - $8.2m for Dec quarter ✅ Gross profit up 18% ✅ Operating costs down to $0.436m / quarter ✅ Requirement core business revenue up 7.8% on PcP ✅ Growing pipeline of eneterprise, mide market and agency platform trials ✅Agentic AI technology stack significantly enhanced ⁉️$HMO company trades at a mere $6m market cap, yet looking to generate in anywhere between $25-30m+ in revenue for the FY. ⚡️With solid customer base and real recurring revenue, a takeover/acquisition by a major at a premium seems plausible IMO
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N-KaT@nkat007

$HMI @Hiremiiltd Hiremii Limited latest spec investment. 💡Hiremii provides AI-powered platform solutions for automated candidate matching and recruitment in the digital hiring space, focusing on the mining, energy, and technology sectors. This includes cloud-based solutions for applicant tracking and shortlisting technical roles in high-skill industries. ➡️Market Cap ~$7m, cash estimated at ~$800k ➡️151.1m SOI, 24% owned by board + management. ➡️T20 hold ~74% ✅ FY25 Revenue = A$29.8m, up from A$20.8m in FY23 ✅Estimated addressable market ~$4.1B ✅Strategic Growth and scaling via partnerships + acquisitions IMO potential takeover target for larger players in the digital recruitment space, considering company has an existing customer base + delivered revenue of $29.8m for the FY #ASX #TechRecruitment #AI

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N-KaT@nkat007·
$SGQ @StGeorge_SGQ continues to deliver exceptional grades of #rareearth and #niobium from surface! ⚡️🚀 ✅ Drill results support a substantial increase to MRE upgrade - planned for this quarter ✅ Likely to support a low-cost open pit mine ✅ High-grade zone in north-west, in addition to existing MRE established in the southern area of the deposit
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N-KaT@nkat007

$SGQ @StGeorge_SGQ delivers another round of outstanding high grade drilling results from their world class Araxa #rareearth + #niobium project 🚀🚀 ✅The latest batch of assays further builds the case for a substantial increase to Araxa's Mineral Resource ✅All holes from surface! ⚡️128.6m @ 4.87% TREO ⚡️100.6m @ 4.25% TREO ⚡️81.1m @ 5.33% TREO ⚡️81.3m @ 4.81% TREO ✅Mineral system remains open in all directions at depth - expansion potential is huge ✅Outstanding high grade #niobium intercepts with grades as high as 3.57% Nb2O5 👀Expecting a significant increase in MRE, bringing it much closer to peers, which have valuations in multiples. ASX: $SGQ A$380m MC ASX: $LYC A$13.05B MC ASX: $ARU A$1.28B MC NYSE: $MP $US10.4B MC ✅Funds / instos continuing to accumulate. ✅Valuation from Pitt Street Research ranging from $0.18 to $0.27 ($682m - $1B MC)

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N-KaT@nkat007·
$PAT some positive updates on the #lithium front ⚡️ Frontier Lithium $FL (CAD $258m) has just signed process agreements with Deer Lake + Sandy Lake First Nations groups. Also positive for $PAT's Gorman #lithium project, which has some impressive trench assay and rock chips grades.
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N-KaT@nkat007·
#GW1 alive again after years of hibernation on the back of #lithium + #graphite market uptick
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