Alchemist

@ParadisLabs Good on you🫶

Very grateful to have crossed 40K followers this week. Truly blown away by the support. As you guys know, everything I make from X will be donated to charity. -> GOSH are a London hospital that cares for kids with rare conditions/diseases. Very important work done by selfless individuals. Did £4K to kinda match the 40K followers lol. Unfortunately I'm not rich enough yet to donate £40K in one go. Regardless, a long-term goal of mine is to do monthly 5-figure donations to my chosen charities. (I didn't make £4K from the rev share programme btw. Just less than £500)

@ShowerCapAM Where do you see the current quarter prod numbers for EQR? Based on today’s webinar B’pado mins doings repeat of Jan to mar at least until May & Mt. Carbine at say 10 MTU for May & June + 5K for Apr. base caste 40-45K MTU? Kicker would be those crushers going bang busters.

@Alexsei88 I watched it. It was Ryan speaking not Craig. Nothing material or new was said.

Onko joku saanut katsottua tämän nauhoituksen joka löytyy tuolta sivulta? #Tungsten $EQR.AX

@Alexsei88 @tuohenpolttaja Craig didn’t present today, there was a rep from EQR Key Update in the Q&A - Spain mine pit expected to be cleared of water by this month end allowing access to higher grades - in the interim still mining from other parts of the mine.

@tuohenpolttaja Okei, selvä homma, kiitos. Joo se voi olla.. Tuolla oli kai saanut esittää myös kysymyksiä, olis mukava kuulla jos Craigille oli jotain.

@michaelsikand @joinautopilot @pennycheck What happened to $AVEX position? Wasn’t it 20% of your pfolio

I just bought $2M of a brand new stock after it crashed 7% today. $PENG is now a 20% position in my Asymmetrical Bets fund (+89% YTD) on @joinautopilot followed by $10M. Credit goes to legend @pennycheck for being the first to call this stock. With Penguin Solutions I now own the winner agnostic integrator behind the memory, CPU, and photonics supercycle at under 17x forward earnings. 1) The memory business alone is worth the market cap. Penguin's Integrated Memory biz = they take raw DRAM chips from manufacturers like SK Hynix and package them into custom memory modules built to spec for AI servers, telco gear, and enterprise systems. It's now 50% of revenue, did $172M last quarter, growing 63% YoY, ~$800M annualized. Apply a 3x price to sales on just this unit and you're already above what $PENG is worth today. 2) Play the CPU supercycle. CPU:GPU ratios going from 1:8 to 1:1 as agentic AI takes over. $PENG is the lead integration partner for AMD EPYC and Intel Xeon. Every new socket = more memory cooling and integration revenue baked in. 3) The AI Factory platform is real. OriginAI is their turnkey deployment from 256 to 16,000+ GPU clusters for sovereign and enterprise customers. 85,000 GPUs already deployed. UBS says non hyperscaler buyers (sovereigns, neoclouds, enterprises) capture 48% of AI infra spend in 2026. Hyperscalers build in house. But these other players ALL need Penguin. 4) Photonics is the unpriced asymmetric bet. $PENG called photonics early and was an early investor in Celestial AI. $MRVL acquired it $3.25B in December. Now Penguin is building the Photonic Memory Appliance, making it the only public play on this kind of wild photonics tech. The PMA is basically a box that uses light to link memory across a bunch of servers so the entire AI cluster can share one giant pool of memory like it's one big computer. Marvell guides Celestial to $1B revenue in 2029. If Penguin captures even low double digits of that stream, that could be 9 figs of unpriced networking revenue on $PENG's highest margin, most defensible IP. 5) People/partners are cracked. Chairman of $PENG is ALSO Chairman of $LITE. AMD CTO Mark Papermaster sits on the board SK Telecom dropped $200M as a strategic investor New CPO Ian Colle ran AI infra at AWS 6) Risks are real but manageable Penguin's AI cluster business is lumpy and one big customer slipping a quarter can tank earnings (already happened in Q2, down 42% YoY). The memory shortage is a headwind as high DRAM prices are slowing customer orders and hitting Penguin's gross margins. The photonics upside is a 2027+ story, so if it slips, the stock can sit dead money for a while. Because the multiple is still so cheap, I overall see limited downside compared to the upside if their photonics option can be quantified with $MRVL where I could see Penguin trading closer to a 30x+ forward PE. Surf's up. Full thesis linked on Substack below.

@Locksley_LKY @KerrieMattLKY Where’s the assay results from DAM! It’s overdue ⌛️

~6km from Mountain Pass. 491 claims across >40 sqm. El Campo up to 12.1% TREO, drilling underway. Desert Antimony Mine adds second commodity. @KerrieMattLKY #RareEarths #Antimony #CriticalMinerals #ASX

Tungsten and the New Global Supply Chain War bit.ly/49mJ2p1 cc: @InvestorNews

@ShowerCapAM @Valefossa Source?

@Valefossa Here is the actual information from the horses mouth...

$EQR.ax Mt.Carbine crushing capacity upgrade (target feb 2027): 87000t/m -> 175000t/m Iolanthe 0,264% Low grade stockpile 0,07% 50/50 blend ~0,164% 75% recovery with 0,164% would give ~21500 MTU/month = 258 000 MTU/yr 1/2

Sydney's 2026 RIU Resources Round-up kicks off in just one week! Be sure to stop by booth #43 if you're attending the conference and meet $BCA.AX. BCA MD Brendan Cummins looks forward to presenting on Wednesday, 6 May at 5:20 pm. Programme loom.ly/yQk5_Rg #RIUSydney26

@EQResourcesASX Ok, enough of trying to get the stock up. Release the quarterly already, market has figured out that the production numbers aren’t up to scratch. No point putting lipstick on a pig.

In case you missed it: yesterday EQ Resources announced the commencement of a new drilling program at Mt Carbine. EQR MD Craig Bradshaw said the program is an important step in supporting the next stage of growth at Mt Carbine and extending the life of an operation that supports employees, contractors, local trades, suppliers and the broader community. Mt Carbine’s progress is also about the people, jobs and local businesses connected to the operation. eqresources.com.au/site/pdf/7303a… #EQResources #MtCarbine #Tungsten #CriticalMinerals #ASXnews #Miningnews

Euroz Hartleys James McClements & Michael Scantlebury recently visited EQ Resources Limited's Mt Carbine tungsten mine in North Queensland. With spot tungsten prices (~US$2,800-3,280/mtu), EQR on our numbers is generating annualised free cash flow of ~A$500m from the JunQ forward. Thank you to the @EQResourcesASX team for hosting our Euroz Hartleys representatives on site. #Mining #Resources #Tungsten #ASX

Edutainment with promotion $TKM

Tungsten continues to skyrocket! #tungsten

Market is still sleeping on $MMI.AX Direct beneficiary of rising bauxite price as the spike in aluminium price trickles down. Upcoming catalysts: - share buy back starting next Friday, 27th March 2026 - 20 to 1 share consolidation

$mmi.ax Market is sleeping on this one. 💰

🎙️ Great session — thanks to Peter Taylor and @NWRcomms for hosting the Critical Minerals webinar. EQR MD Craig Bradshaw covered: • Why tungsten: structural deficit + limited non-restricted supply outside China • Demand drivers: defence + tech (incl. tungsten’s role in semiconductors) • Supply dynamics: less scrap + longer recycle cycles → more primary supply needed • Balance sheet reset: refinancing + A$34m raise supporting cashflow-positive momentum • 2026 growth: hub-and-spoke strategy at Mt Carbine + Barruecopardo (Spain); drilling for reserve conversion (Mt Carbine ~23% / Barruecopardo ~45% converted) • Execution focus: Mt Carbine expansion + ongoing optimisation at Barruecopardo #EQR #EQResources #Tungsten #CriticalMinerals #SupplyChainSecurity #MiningNews #ASXNews

Industry reports indicate aluminium prices have reached a four-year high following disruption at the Alba Aluminium Bahrain facility. Supply interruptions across the aluminium value chain can influence pricing dynamics for producers and raw material suppliers, including bauxite. Metro Mining Ltd (ASX:MMI) is Australia’s only primary bauxite producer with a production expansion program underway at Bauxite Hills in Northern Queensland Read via Miningcom: mining.com/aluminum-price… #ASX $MMI #resources #bauxite #aluminium #energy #EV

There you have it. - $EQR - part of All Ordinaries from Mar 23, 2026

$EQR Upcoming catalyst - ASX Quarterly rebalancing Expect more volume on Mar 20. ⏰

⏰ Reminder — today’s Critical Minerals Webinar A reminder that the NWR Communications Critical Minerals Webinar is on today (2pm AEDT). EQR’s Managing Director Craig Bradshaw will be speaking on tungsten in the critical minerals space — including current market conditions, supply-chain dynamics and what’s driving the latest price action. 🔗 Register / join: lnkd.in/gVPHrzJy #CriticalMinerals #Tungsten #Webinar #ASX #EQR #EQResources

In this episode, we chat with Craig Bradshaw, Managing Director of EQ Resources, a company that has become one of the most talked-about names in the tungsten space. After nearly two decades working overseas, he’s now back in Australia and back in the mining industry at a time when critical minerals and geopolitics are firmly in the spotlight. EQ Resources operates across Spain and Australia, is already producing, and has seen its market capitalisation grow from under $100 million to over $600 million in a relatively short period. Meanwhile, tungsten prices have surged dramatically, and governments globally are paying closer attention to secure supply chains. We talk about Craig’s return to Australia, EQ’s journey and challenges, their assets, what’s driving the tungsten market, and what the future looks like for EQ Resources. #tungsten #EQR #criticalminerals #tungstenprices youtube.com/watch?v=OlTZcI…

Leading bauxite developer $CAY is pleased to welcome the arrival of the surface miner to its Minim Martap site in Cameroon, marking a key operational milestone as the project rapidly accelerates toward the commencement of mining operations.