AlphaMatrixX

@codenrl Stupid idea to end the send-off. Players have to adapt to rules and ensure they wrap there arms in tackles like this. There was intent with the shoulder. So he should be sent off and any other player would be too.

It’s time for Peter V’landys and the NRL to consider ending the send-off to ensure a spectacle like Origin isn’t ruined by one moment of madness. READ ▶️ bit.ly/4v7Emf2

@jamespaveysport He hit him in the head with the shoulder. Pretty clear from this angle 👌

Great shots of Ponga/Koula incident by Getty's Darrian Traynor. As for the incident? Head on head contact from a shoulder charge: slam dunk IMO. Klein to Ponga: “Shoulder charge that makes direct contact to the head. You have a duty of care." #Origin

$MTM Hits Major Scale-Up Milestone as Market Starts Pricing in Commercial Potential At 58.5c, Metallium is continuing to separate itself from the typical speculative ASX story, with the latest announcement delivering one of the most important operational milestones to date. The company has now successfully completed a 12-hour continuous commercial-scale FJH reactor campaign at its Texas Gator Point Technology Campus, demonstrating stable, repeatable and controlled operation ahead of planned multi-reactor deployment. This matters because the entire investment thesis for $MTM revolves around proving the technology can scale commercially. The successful extended-duration run materially reduces technical and operational risk as the company moves toward simultaneous multi-reactor operations — the next major catalyst for the business. Importantly, early commissioning results exceeded internal expectations, with initial indications suggesting potential throughput uplift versus original design assumptions. That could become extremely significant. Higher throughput means: Greater processing capacity Improved economics Faster pathway to commercial revenue Potentially larger long-term valuation multiples The company also confirmed continued progress toward its Stage-1 commercial-scale e-waste processing target by Q4 2026, while optimisation work continues across feedstock handling, automation systems and reactor integration. Another underrated development is the increasing operational maturity of the business. Metallium highlighted expanding trained personnel capability, validated automation systems and repeatable operating procedures — all critical indicators that the platform is transitioning from pilot-stage technology toward industrial deployment. Strategically, the company remains positioned directly within the rapidly growing U.S. critical minerals and recycling supply chain, targeting high-value metals including gallium, germanium, platinum and palladium from e-waste and industrial feedstocks. At 58.5c, the market is still valuing $MTM largely as an emerging technology story rather than a fully de-risked industrial processing business. If Metallium successfully demonstrates parallel reactor operations over coming quarters and progresses toward commercial throughput targets, there is a realistic pathway for the market to begin re-rating the company materially higher as execution confidence increases. Key catalysts now include: Multi-reactor deployment 24-hour operating campaigns Throughput expansion Additional commercial agreements Stage-1 capacity demonstration targeting Q4 2026 For investors following the critical minerals, recycling and industrial technology sectors, $MTM is entering a phase where operational execution may begin driving valuation more than speculation alone. #ASX #MTM #CriticalMinerals #Technology #Recycling #SmallCaps #Investing #MiningStocks #CleanTech Disclaimer: This is not financial advice. Please do your own research and consult a licensed financial adviser before making investment decisions.

@antibearthesis @grok @grok what about MRAM everspin technologies

HEY @GROK FIND ME THE NEXT $SNDK NO ERRORS NO DISCLAIMERS JUST TICKERS

THE MARKET HASN’T FULLY UNDERSTOOD WHAT $CYM COULD BECOME From my view, $CYM at 44c still looks like one of the more overlooked copper transition stories on the ASX. Most small caps talk about production years away. CYM already controls a massive brownfield copper complex with existing SXEW infrastructure, a 50,000t float plant, a 2.8Mtpa mill and a staged pathway back toward meaningful copper production. What I think the market is starting to wake up to is the timing. 2026 is shaping up as the inflection year • First leach • Wet commissioning of the SXEW plant • First cathode production • First revenue generation • Open pit strategy updates • Ongoing exploration upside The copper backdrop could not be stronger either. AI infrastructure, electrification, grid expansion and defence demand are all accelerating at the same time global copper supply remains tight. CYM is positioning directly into that macro trend with: • Existing permitted infrastructure • 44,000t copper reserve in heap leach • Ability to scale production over time • Significant regional exploration upside • A globally significant resource base at Maroochydore • A management team now focused on execution instead of concept The part I think investors are underestimating is leverage to success. If CYM delivers operationally over the next 12 months, the market may start valuing it less like a speculative explorer and more like an emerging copper producer. At 44c, I still think the risk versus long-term upside remains compelling from my view. #ASX #CYM #Copper #MiningStocks #CopperBull #CriticalMetals #ASXStocks #Resources #Investing #AI Disclaimer: This is not financial advice. Always do your own research and assess your own financial situation before making investment decisions.

@jakestrading18 $CRI have a look @jakestrading18

Favourite rare earths companies? $MP, $CRML and $REMX look great on the US markets, but what about good exposure on the asx? Likely the US charts are foreshadowing a big move coming soon.

Strong updates out from both $AT1 and $LDX – starting to see real momentum build. LDX is the standout here. The CLIA waiver is a genuine game changer, expanding the US market opportunity ~15x to ~270k sites and ~80m patients annually. That’s not incremental growth, that’s a step-change in scale. On top of that, they’ve already locked in a US$317m distribution agreement and are now seeing early rollout across urgent care networks, with reimbursement traction building. Revenue is starting to move as well, with FebriDx sales ramping strongly. Importantly, the capital raise puts them in a much stronger position to execute on manufacturing scale-up and US commercialisation. The pieces are now there – it’s about delivery from here. AT1 also continues to progress its strategy, and in this market any company showing clear execution and funding pathway stands out. Overall, both names are moving out of the “story” phase and into real-world execution. If they deliver on adoption and scale, there’s meaningful upside from here. #ASX #LDX #AT1 #Biotech #MedTech #SmallCaps #Investing #StocksToWatch DYOR. Not financial advice.

$DAL quietly building something bigger here Fresh April 23 update shows Dalaroo expanding its Blue Lagoon project footprint in Greenland, targeting offshore extensions of a sediment-hosted critical minerals system. Key angle the market is missing: they are no longer just testing a lagoon play. Management is stepping out into nearshore and offshore zones where heavy minerals like zirconium, rare earths and niobium can naturally concentrate at scale. Geology supports it. Sampling and interpretation suggest mineralised sediments are being transported from upstream source rocks through the lagoon and into coastal and marine environments where density sorting can upgrade deposits. That matters because offshore environments can act as traps, potentially turning a small footprint story into a district-scale system. They are now moving toward seabed sampling, bathymetry and broader geochem work to test this theory. Still early, still conceptual, but the strategy shift is clear: scale. At 7c, this is being priced like a typical early explorer. If the offshore model starts to validate, the narrative changes fast. #DAL #ASX #CriticalMinerals #RareEarths #Exploration DYOR. Not financial advice.

$MTM continues to execute on a clear transition from development to commercialisation, with its latest quarterly update highlighting meaningful progress across both technology and business fundamentals. Over 40 processing campaigns have now been completed, generating critical data to improve throughput, recovery rates and overall system performance. The next major milestone is multi-reactor operation, expected in the June quarter, which will be a key step in demonstrating scalability and validating the pathway to full commercial deployment. On the commercial front, Metallium has secured a 10-year offtake agreement with Indium Corporation covering critical metals such as gallium and germanium, alongside a binding multi-year feedstock agreement with Glencore. This effectively locks in both supply and demand, significantly strengthening the company’s commercial model as it moves toward production. The company is also well funded, with approximately A$82 million in cash, providing a runway of over three years to support commissioning, scale-up and continued development without near-term dilution pressure. Strategically, Metallium is positioned within the U.S. critical minerals supply chain, aligning with increasing demand for domestic processing of materials essential to semiconductors, AI infrastructure and defence applications. With a clear execution roadmap, strong partnerships and a major scalability milestone approaching, $MTM is entering a pivotal phase where successful delivery could materially re-rate the business. #ASX #MTM #CriticalMinerals #Technology #Investing Disclaimer: This is not financial advice. Do your own research before making any investment decisions.

$14M capital raise at $0.0675 per share. With the current price around $0.11, that’s a 39% discount - something to keep in mind. 207M new shares incoming = dilution + potential short-term selling pressure. Funds are for graphene tech, business development, and working capital. The company is also moving into defence-related materials (e.g. radar absorption tech), which can carry geopolitical sensitivity given potential applications. risk/reward has shifted after the raise. DYOR.

Green boxes keep on ticking… sarcasm. $AI1 The slither of confidence I had in this high risk spec has eroded. - external qualification verification in house in Israel by conflict of interest parties - pivot to retail “hot” topic drones and defence - presentation TAMs in the trillions for downstream markets - critical performance parameters creeping - the usual suspects on cap raise Sorry but what seemed to be promising tech will now be 4 years of big pump and big dump dilutive pain for shareholders and with less hope of profitably commercialising the tech It was a long shot to begin with. So Big payout if it all works out. In my humble opinion. I hope holders and believers prove me wrong, I’m often wrong.

$LDX Could Be Rerating While $AT1 Keeps Cash Flowing I see LDX as hitting a major turning point right now. The FDA CLIA waiver for FebriDx changes everything. Before this, the product was limited to around 18,000 sites and about 6 million patients. Now it can be used across more than 270,000 locations and reach roughly 80 million patients per year. That is about a 15x expansion in market access and opens up a US market opportunity of over $1 billion annually. FebriDx itself is simple but powerful. It delivers results in around 10 minutes and can distinguish between viral and bacterial infections with high accuracy. That directly addresses the overprescription of antibiotics, which is a real and widespread problem. On top of that, there is already reimbursement in place at around $41 per test, which means there is a clear economic incentive for adoption. Looking at the numbers, the company is starting to show traction. FY25 revenue came in at US$12.4 million, up 12 percent year on year, and FebriDx revenue in the first half of FY26 grew significantly off a low base. The big piece is the US$317 million distribution deal with PHASE Scientific, which now becomes much more achievable with the CLIA waiver in place. Key dates to keep in mind are the capital raise and rollout timeline. The placement was completed in late March 2026, new shares start trading in early April, and the share purchase plan runs through April with new shares trading in early May. This capital is being used to scale manufacturing, expand marketing, and support the US commercial rollout. From here, everything comes down to execution. The focus is on rolling out into urgent care and primary care, expanding reimbursement especially with private insurers, scaling manufacturing capacity, and converting pilot programs like WellStreet into broader deployments. If they execute, this becomes a real revenue story. If they do not, the market will not be patient. On AT1, I see it as a complementary part of a portfolio rather than directly linked. LDX represents high growth potential if execution is successful, while AT1 provides high yield and income. In a stronger market environment where risk appetite improves and small caps perform, capital often rotates into yield instruments like AT1. So while there is no direct link, improving sentiment and capital flows can indirectly support AT1. At a current share price of around 27 cents, the market is still early in pricing the opportunity. If execution is solid and adoption ramps, I think a move into the 40 to 80 cent range is reasonable as the market starts pricing in commercial success. If they deliver strong revenue growth and real traction in the US, there is a pathway beyond that. On the downside, if rollout is slow or adoption disappoints, it could drift back toward the mid 20 cent range. For me, this is no longer a concept story. The regulatory hurdle is largely cleared. Now it is about whether management can execute at scale. Disclaimer This is my personal opinion only and not financial advice. Investing in small cap stocks like LDX involves significant risk, including loss of capital. Any price ranges mentioned are speculative and depend on execution, market conditions, and company performance. Do your own research and consider your financial situation before making any investment decisions. #LDX #AT1 #LumosDiagnostics #ASX #SmallCaps #Biotech #Investing #Stocks #GrowthInvesting #IncomeInvesting #Healthcare #Diagnostics

$LDX $AT1 I see Lumos as hitting a real inflection point. The FDA granting a CLIA waiver for FebriDx is not cosmetic. It is what actually unlocks commercial scale in the US. Before this, distribution was constrained. Now they can roll into 300,000+ locations including GPs, urgent care, and pharmacies. That is the difference between interesting tech and a potential revenue machine. What stands out to me: •Regulatory risk looks materially reduced, which is a big hurdle cleared •There is immediate cash inflow of about US$5.5M plus a capital raise of around A$20M, which strengthens runway •The total addressable market expands to around US$1B+, roughly a 15x increase •Institutional backing suggests stronger confidence and interest from serious investors My view is that this is now an execution story rather than a science story. If management delivers on distribution and adoption, the upside could be significant. If they fall short, the market will likely react quickly. #LDX #LumosDiagnostics #ASX #Biotech #SmallCaps #Investing #Stocks #Healthcare #Diagnostics #GrowthStocks Disclaimer This is my personal opinion on LDX and not financial advice. Investing in small cap stocks carries significant risk, including loss of capital. Do your own research and consider your financial situation before making any decisions.

@MirzaMogul007 @grok His head looks different on the picture on the right… it’s giving Joe Biden vibes

Hey @grok remove the ai generated pic below

$CYM Cyprium Metals: Positioned to Deliver Australia’s Next Copper Producer Over the past 12 months, Cyprium Metals has transitioned from a development-stage company into a near-term copper producer with a clear pathway to first production at the Nifty Copper Complex. The strategy has been focused on strengthening the balance sheet, advancing restart activities, and positioning the company to capture the long-term copper supply deficit driven by global electrification and the energy transition. Key Timeline and Milestones August–October 2025 •Completed A$80 million capital raising, including placement and entitlement offer, strengthening the company’s funding position to progress the Nifty restart. 13 October 2025 •Shareholders approved a 1-for-10 share consolidation, implemented to simplify the capital structure and improve market alignment. 17 November 2025 •The Western Australian Government approved the Notice to Proceed for the Nifty cathode restart, representing the final administrative approval required before operations recommence. 20 November 2025 •The Board formally approved the Nifty Cathode Restart Project, initiating the four-phase plan to recommission heap leach infrastructure and refurbish the SX-EW plant. November 2025 •Senior secured loan facility refinanced with Nebari, extending maturity to December 2029, improving financial flexibility and strengthening the balance sheet. December 2025 (Half-Year End) •Cash balance increased significantly to approximately A$75 million, providing a solid foundation to execute the restart program. •Operational progress continued across heap leach infrastructure, acid storage facilities, and procurement of long-lead equipment required for plant refurbishment. 23 January 2026 •Announced an additional A$41 million equity raising, further supporting project execution and development plans. Mid-2026 (Target) •The company remains on track to deliver first copper cathode production from the Nifty Copper Complex, marking the transition from developer to producer. Strategic Position Cyprium’s strategy is centered around a phased redevelopment of the Nifty Copper Complex, initially restarting cathode production through heap leaching before expanding into open-pit mining and broader regional growth opportunities. The company also holds significant exploration potential across the Paterson region and surrounding projects, which may support a future hub-and-spoke development model anchored by Nifty infrastructure. With strong institutional support, strategic partnerships with Macmahon and Glencore, and increasing global demand for copper, the company believes it is well positioned to transition into a meaningful Australian copper producer in the near term. #CYM #ASXCYM #Copper #CopperStocks #MiningStocks #CriticalMetals #EnergyTransition #SmallCaps #ASX #ResourceStocks Disclaimer It is provided for informational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Investors should conduct their own independent analysis and refer to official company disclosures before making investment decisions.

Bonanza Copper-Silver Grades Confirmed at MEG’s Iberian Project Drilling Set for Q2 2026 $MEG Megado Minerals (ASX: $MEG) has reported bonanza-grade copper and silver rock chip results from its Iberian Copper Project in northern Spain, highlighting the potential for a significant sedimentary-hosted copper-silver system. Assays returned exceptional surface grades including 16.41% copper and 147 g/t silver, 10.59% copper and 124 g/t silver, and multiple additional samples exceeding 5% copper with strong silver credits, confirming the presence of high-grade mineralisation across historic workings and along strike. Importantly, mineralisation has now been identified across a strike length of approximately 7 kilometres around the historic Mina Emilia mining area, suggesting the potential for a large mineralised system rather than isolated occurrences. These results support Megado’s exploration model targeting “Lisbon Valley”-style sedimentary-hosted copper deposits, a globally recognised deposit type capable of hosting large-scale copper resources. The company has already completed a high-resolution airborne magnetic survey across the project area to better define the geological structures controlling copper mineralisation. Follow-up geophysical work, including IP/resistivity surveys, is planned to identify sulphide-rich zones at depth that could represent the core of the mineralised system. With surface results confirming widespread copper-silver mineralisation and geophysical data currently being interpreted, Megado is progressing toward a maiden drilling campaign scheduled for Q2 2026. The upcoming drill program will test high-priority targets generated from mapping, sampling and geophysical surveys, with the goal of confirming the scale, continuity and depth potential of the copper-silver system. Together, the bonanza-grade surface results, extensive strike length of mineralisation, and an imminent drilling program position the Iberian Copper Project as a compelling early-stage copper exploration story heading into a potentially transformative exploration phase in 2026. #ASX #MEG #Copper #Silver #Mining #Exploration #CopperStocks #BonanzaGrades #Drilling @JodyDahrouge Disclaimer: This post is for informational purposes only and does not constitute financial advice. Do your own research (DYOR) before making any investment decisions.

I am backing $CRI because Jupiter is moving from narrative to execution. 1.8Bt at ~1700ppm TREO and ~640Mt magnet REO in WA. Beneficiation first flowsheet showing ~95% mass rejection and 6 to 10x upgrade before leach. High grade MREO up to 86% TREO and 58% TREO MREC already produced. Low U and Th profile. Now they are drilling to convert priority zones from Inferred to Indicated with 143 AC holes across the optimised footprint. SRK updating the resource model. Regional drilling at Juno and Aurora testing scale beyond Jupiter, with up to 50% of costs co funded under WA EIS. Metallurgical optimisation advancing with ANSTO, Minutech and Sedgman as Scoping Study progresses in parallel. Still early. Still high risk. But this is what disciplined de risking looks like. #ASX #CRI #RareEarths #CriticalMinerals #NdPr #MagnetREO #Mining #EnergyTransition Disclaimer: Not financial advice. This is a high risk early stage development story with Inferred resources and ongoing studies. Do your own research and assess your own risk tolerance.

$CRI Ahead of Investability IR’s Explorer’s Eve, I shared why rare earths are no longer just a mining story. They are now central to sovereignty, national security, and supply chain resilience. Rare earth elements underpin AI, data centres, EVs, robotics and defence systems. Yet around 90% of global processing is still concentrated in China. Western governments are now stepping in with serious capital to build alternative, resilient supply chains. At Critica, our focus is the Jupiter Project in Western Australia: 🔹 Australia’s largest and highest-grade clay-hosted rare earth system 🔹 ~95% mass reduction via upfront beneficiation before hydromet processing 🔹 Lower footprint, reduced reagent intensity and potential capex/opex advantages 🔹 Exceptionally low uranium and thorium profile 🔹 Successfully produced a commercial-grade Mixed Rare Earth Product (MREP) 🔹 Scoping Study underway with Sedgman, targeting mid-year completion With its scale, simplicity and strategic relevance, I believe Jupiter is positioning as a potential cornerstone asset in a Western-aligned rare earth supply chain. 📹 Watch the Resource Media interview: loom.ly/GUSwG-w #Critica #CRI #RareEarths #CriticalMinerals #JupiterProject #ExplorerEve #ASX #Investing

My take on Dalaroo $DAL I see Dalaroo as a small, high-risk, high-reward explorer trying to build a diversified play across gold and critical minerals. The company is early stage, underfunded, and very promotional, but it does have real ground in two interesting places. Greenland for rare earths and critical metals, and Côte d’Ivoire for gold. The core upside pitch is Blue Lagoon in Greenland. The company owns it 100 percent and the first pass surface sampling shows very high zirconium, hafnium, niobium, and rare earth numbers over a few kilometres of strike. That tells me there is a big system there, not yet a deposit. It is still pure exploration. No resource. No drilling yet. The story is leverage to geopolitics and supply chain stress around critical minerals, especially for semiconductors and EVs. If follow up work proves continuity and scale, this could re rate hard. If it does not, it is just interesting geochemistry. On the gold side, the Côte d’Ivoire portfolio is about optionality and deal flow. Bongouanou already has historical drilling with some genuinely high grade hits and widespread artisanal workings. That tells me the system is real. The additional Red Rock projects add land and more targets, with Kokoumbo being the most advanced. This is still exploration, but it is in a proven gold belt with other ASX companies operating nearby. Structurally, this is a typical small cap explorer. About 331 million shares out, a lot of options, roughly $1.5 million cash at the time of the deck, and a market cap around $24 million. That means dilution risk is real and more capital raises are basically guaranteed if they want to drill properly. Management is experienced on paper, especially on the technical side, but execution and funding discipline will matter more than the CVs. How I really see it is simple. This is a speculative bet on discovery. The Greenland project is the blue sky critical minerals angle. The Côte d’Ivoire assets are the more conventional gold exploration angle. There is no production, no resource, and no cash flow, so the only way this wins is with strong exploration results and good market timing. If they hit, the upside can be big. If they do not, the downside is dilution and drift #ASX #DAL #MiningStocks #Gold #RareEarths #CriticalMinerals #SmallCaps #Speculative Disclaimer and source This summary is based on Dalaroo Metals’ own investor presentation and ASX announcements referenced in that document, not independent verification . The company states the material includes forward looking statements, is not investment advice, and may be incomplete or change as new information emerges. You should treat all exploration results as early stage and speculative, and do your own due diligence or get professional advice before making any investment decision .

Results are mainly surface samples and mineralogical work, not drilling assays from a defined ore body. What they’ve shown so far is: •Strong and consistent enrichment in zirconium and hafnium, with a clear correlation between the •Widespread anomalous results over a large area, which supports the idea of a district scale heavy mineral system. •The mineralisation appears to be zircon-dominated, which is important because zircon rich systems can often be processed with simple gravity methods if the grades and volumes stack up.

$DAL Is Quietly Building a Real Discovery Pipeline in West Africa and Greenland From my perspective, Dalaroo Metals (ASX: $DAL) is starting to shift from “early-stage explorer” to a company that’s methodically lining up multiple shots on goal across gold and critical minerals. The latest update from Côte d’Ivoire shows real on-the-ground progress at the Bongouanoa Gold Project. The in-country team is now actively mapping, validating historical data and finalising drill targets, which is exactly what you want to see before the first serious drill campaign. What stands out to me is the quality of the historical results already sitting there, including thick, high-grade gold intercepts like 17m at 6.79 g/t and 2m at 60.47 g/t, with mineralisation still open along strike and at depth. That suggests this isn’t a one-hole wonder, but a system that hasn’t been properly tested yet. At the same time, the Blue Lagoon Project in Greenland is being quietly de-risked. The strong zirconium-hafnium correlation confirms a zircon-dominated heavy mineral system, which supports a heavy mineral sands-style model with potential for simple, low-cost gravity processing. That matters because it points to scale and simplicity, not just interesting geology. The next phase of mineralogical and metallurgical work is about turning that geological story into something that could actually work economically. What I like here is the balance. DAL isn’t just chasing one idea. It’s advancing a drill-ready gold project in a proven West African belt while also building optionality in critical minerals in Greenland and Australia. Near term, the big catalysts are regulatory approvals and the start of aircore and diamond drilling at Bongouanoa, plus ongoing testwork and expanded sampling at Blue Lagoon. For me, $DAL looks like a company laying the groundwork properly before swinging the drill, which is often where real value starts to get created in juniors. #ASXDAL #DalarooMetals #GoldExploration #WestAfricaGold #CriticalMinerals #GreenlandMining #JuniorMiners #ExplorationStocks #ASXInvestors #MiningStocks Disclaimer: This reflects my personal opinion only and is not financial advice. It does not take into account your objectives, financial situation or needs. Always do your own research and consider seeking advice from a licensed financial adviser before making any investment decision.