Geoffrey Irving

@claudedwalker Not enough small caps down double digit % today so the worst of the panic has not set in yet. I will wait until then.

@StoicInvestors I don’t hold SHG

@Crowmaster1987 Which one is left out? I also hold only 3 😂

🇦🇺 Interesting times ahead for 👇 $SHG pilot progress due in coming months. $LDX CLIA waiver imminent March. $CYP Catalysts fast approaching. $DXB FDA decision on whether they get accelerated approvals. #biotech #medtech #StockMarket #marketcrash sharecafe.com.au/2026/03/05/sgh…

@RealBababanaras Pakistan are neutral with Iran so they won’t be attacking Iran unless they have been bribed.

BREAKING : Local sources confirm that Pakistan Army is moving heavy artillery & equipment along the border with Iran. Looks like 2nd phase of the US-Israel op coming Kurds are attacking Iran from the West. Is Pakistan going to do something from the East. (Representative Video)

@claudedwalker They have still performed quite well last time I checked.

@TwinTurboCe1ica PTN 1mil ounces EV like $30mil

$REC now near $50m market cap with a 1c raise for 100k ounces of gold. How many $50m gold plays with many more ounces or at much cheaper market caps for 100k ounces can you name? I can name a few. ASX for the lols. #MaybeImJustMissingSomething

@roller2426 They work 60 he weeks mate, they deserve every bit of leave they get. Also it is nowhere near 12, maybe 6 at best.

Teachers union in Vic now pushing for teachers to work from home 1 day per week. Why are teachers such whingers? Isn't 12 weeks annual leave not good enough? Perhaps we reduce your annual leave to 4 weeks and then I'm ok for you to work from home. Just keep milking the system

@RichKettle07 Defintely a chucker

🚨 PAKISTAN'S USMAN TARIQ IN BIG TROUBLE 🚨 - Cricket Australia is set to file an official complaint with the ICC about Usman Tariq's illegal bowling action 😯 - Today, Cameron Green seemed unhappy with Usman Tariq's action 🧐 - What's your take 🤔 x.com/ProteasReplays…

Big drop in silver. I think this is a buying opportunity as none of the issues that caused silver to rise have been resolved.

@StoicInvestors I’m having real bad luck with my stocks, bombs everywhere and I still hold 50% cash. Down over 10%

🇦🇺 YTD: 📉 -4.96% When risk appetite fades, speculative names don’t crash, they bleed slowly, day after day, taking profits with them. Sitting tight for now. Watchlists are loaded, but nothing’s hitting targets. Still holding ~50% cash Patience is a position too 💡 #ASX

@strikeextent PTN has 1mil oz and barely trading above cash and investments

Don't sleep on those gold developers... Who's got a million mineable ounces and hasn't re-rated yet?

@saltyskin_ Anti mass migration

White Australia people are anti-immigration, until it’s time to see a doctor lol

@tommorris32 @SEN_Cricket @1116sen Won’t even be that

Minimum 5 overs per side… Latest possible start time is 9.38pm. @SEN_Cricket @1116sen

@marketplunger1 @calvinfroedge KSN or OLY?

Just found an Aussie-listed small cap mining play that would make @calvinfroedge salivate. Oh boy.

@NickLagarrigue Looking ugly unfortunately

$CYP - Cynata Therapeutics If the trend holds then hitting 32c maybe dabbles to 31c but we could see reversal soon. If, like me, you like this biomedical stock then entry around here may not be the worst move!

@asxpeasant WWI 5mil oz + and only $300mil MC

I’m working hard to find another gold name to add some “diversity” to our broad gold macro theme play this year Looking for a near term producer (6-9 months out) with long term potential at “a good price”. Happy to hear what you’ve got, I’ve short listed about 4 or 5… P

My SMSF is up 44% in the last 6 months, while having an average of at least 20% cash. I now have 44% in cash as I think a correction is coming.

@asxpeasant No-one understands DVL either - looks to be pretty cheap.

Nobody really understands $WBT Weebit. (Rage bait post) $WBT RERAM is embedded within the chip interconnects. This means it does not take up valuable compute realestate on the chip, allowing for small geometry chips with integrated non volatile memory. This is called Back End of Line. BEOL The memory is built within the INTERCONNECT layer of the chip (when I first learnt this I though WOW!!! incredible technology!!) For those who read my ai1 Adisyn article today you’ll understand this now. open.substack.com/pub/thepeasant… Why is this different? Current embedded NAND and MRAM solutions are FRONT end of line in the semiconductor manufacturing process. This means they interfere with the transistor layer on the product chip, taking up room and computational power. Annoying to design around. The solution is pulling out the NAND and building devices with two chips. DOUBLE THE SIZE. connect them up, more points of failure, more inefficiency. Yuck! Today’s tech is UGLY. Weebit is THE ONLY independently qualified RERAM solution world wide. They have two of the biggest FIVE customers already working with them (that suppliers of 10% of the market) The current market should they integrate with 50% of the market is around $600m USD. (Of a total 1.2B) these are FULLY, 100% GROSS INCOME AFTER COSTS ROYALTIES. TAX ONLY. remember non reoccurring engineering revenues and licensing fees already almost cover their expenses. But wait. Yess it’s exciting but it’s not NEARLY IT. remember earlier today as I was tripping on mushrooms I made the robot post? Well Elon Musk has also come out to say robot to human ratio will be 4:1 by 2040. As in 4 robots 1 human. Read it again. I conservatively said 1:3 by 2025 whist tripping on nitrogen in the air. He 12x that amount of robots, sober. Do you know what those robots have like 2000 EACH of? Edge processors that need non volatile embedded memory. Yes the automotive market might be worth 1.2B US gross income today to WBT fully captured, growing to 2-2.5B or more as autonomous vehicles take a grip. That’s going to be about 1/10th of the market size. ROBOTS will be the lions share of embedded memory. OH and don’t get me going on space. Ok, I need to take a breath. God speed, go Weebit. P

@finphysnerd I was pretty well the same but for only 6 months.

Very proud of the year that I've had. Less impressive second half of the year, but still getting used to managing a much larger amount of money from May. Still up 15% since getting the survivor money which is awesome. If I can do a safe 12% from here I'll be happy.

@StoicInvestors I own 3 of them (TRP, LDX & DVL). I have about 40% cash.

🇦🇺 End of 2025 Holdings % Weighting *Roughly Rounded Off. $COV 5% $LDX 5% $MTM 4.5% #CU6 4.5% $TRP 4% $AYA 3.5% #AI1 3.5% $RLF 3.5% #M7T 3% $WBT 2.5% #C1X 1.5% $DVL 1.5% *CASH = 60% 👇 See Comments The goal is steady double‑digit CAGR while keeping a higher portion in cash.