Scott Irwin

@Ruycorto $msb plenty of action next 12 months

Favorite ASX Biotech and Why? Lets Go

Vital Metals Limited (hashtag#ASX: hashtag#VML) has received initiation coverage from Peak Asset Management, with a valuation range of A$0.22 to A$0.38 per share assigned to the Company. Peak’s research values the Nechalacho Project at up to A$422.5 million on a risk-adjusted basis, based on the July 2025 Tardiff Scoping Study. The February 2027 Tardiff Pre-Feasibility Study has been identified as the next major de-risking milestone, with further upside potential linked to niobium economics and North T stockpile processing. Read more: peakassetmanagement.com.au/wp-content/upl… #ASX #VML #VitalMetals #RareEarths #CriticalMinerals #Mining #ResourceDevelopment #Exploration #Drilling #PFS #MiningInvestment #CanadaMining

Anson's Executive Chairman and CEO provides a quick update on the deal with POSCO at the end of this podcast youtube.com/watch?v=SjLPFB…

@Potstirrer111 Dumb cunts, reward hard work not plebs

We are so back. Just cut net migration to 150k a year and I’ll be a lifelong Labor voter

@Ruycorto $msb

Favorite Biotech ASX? lets Review

@johny_mcfly Until POSCO walks away.

@Makei7happen We don’t care burning cash man - they have Now it s POSCO the catalysor > you don’t know the stock thanks

$ASN pullback because holidays and profit end of month > normal 🤙

@Ruycorto So up to $2.85 @Ruycorto ?

@Makei7happen $MSB

Amazing week! Let's get ASX chart requests! Drop your ticker in the comments; I'll analyze a few. 💥 Like & Retweet = Guaranteed chart request Happy Days —enjoy! 🙏

@NRLIMMORTAL @NRL_Bulldogs Something definitely isnt right with the team. Chnages needed this week otherwise souths will put 30 on them.

Did the @NRL_Bulldogs sign Adam O’Brien for our attack 🤯 Cameron Ciraldo you have a lot to answer for. Called it after round 1 and was attacked for this we are slow and boring.

@elonmusk Make it look good and own the market. Can’t be that hard.

Cybertruck is quicker than a Porsche 911, more powerful than a Ford Raptor

@Ruycorto $asn has both. Awaiting drilling and deal with posco

What's your Favorite ASX Uranium & Lithium pick these days?

@CheatChart 🚀

$AON - 6.1 cents, DYOR

Others to mention $AON - 5.1 cents $BMG - 3.6 cents $CAE - 5.2 cents All looking great

@Ruycorto @radley3000 Moving now

@radley3000 $ASN

Friday chart requests We've been quiet here but working on the Discord — many setups shaping up. Which ASX stock would you like me to chart? I'll pick a few and post over the weekend. Like & share, and your chart request is 100% guaranteed 🙏 Enjoy the weekend everyone!

@EnoughI18154019 @SinaMin_CN @Pete__Panda $AON

@SinaMin_CN @Pete__Panda What are some major player to invest in?

On the contrary on what I read here, there was never a #Tungsten deficit. China has consistently overproduced Tungsten for at least a decade. All these overproduction mainly stem from illegal mining. I’ve spent a good month or 2 on the entire supply chain and found that no numbers match, or even made any sense. They were substantially different. It’s safe to say that any modelling on Tungsten supply/demand is made redundant and doesn’t paint the full picture. Knowing how mining in #China operates, I quickly realised that it’s another textbook case – people playing the system according to the rules. My first-hand experience was actually #Vanadium back in 2017, where I watched the whole thing unfolded. Illegal mining was rampant across the country. The data I’ve gathered showed the overproduction gap had shrunk significantly over the past decade. As an average, I found the 30% gap slowly declined to less than 10%. The biggest gap closing was when Ministry of Natural Resources of China decided to revamp the Tungsten quota in early 2020s. It will only be a matter of time before the gap is closed entirely. In fact, on my previous post on the emerging market of Tungsten PCB drillbits, we’re no doubt going to see a global shortage of tungsten supplies in the coming years, or even in 2026. Lots of downstream that uses Tungsten are not being accounted for in any models. We’ve already seen a surge in Tungsten price, but I don’t think it’s not that irrational at all. If you look at the downstream of Tungsten, they’re either defense or high-tech industries, where they have low to 0 sensitivity to prices & they have the ability to absorb the flow-on costs. With that said, China has allowed the world to benefit immensely from the abundance of Tungsten supply. It came with a cost for China - Tungsten ore reserve dipped significantly since 2010s. I believe this is also the primary reason why they will place tougher restriction on limiting Tungsten production. The world felt it when China tightens their grip on Tungsten, and they've only exerted like 10% on what they could actually do. Price spiked, people who have done their studies were shocked to find out how China has such control over a metal that people rarely talk about, shortage narrative starting to appear all over investment communities. Tungsten has been readily available locally, and geopolitical situation was stable enough for China to not build any national strategic reserve for Tungsten. But as I said previously, it’s a reasonable scenario where China decides to build a strategic reserve. It seems to be trending towards that scenario as well – 13.5 days of inventory in December; no additional inventory for exports despite a surge in overseas RFQs ; pre-payments of all long-term(only 15 days) contracts ; fortnightly contract pricing adjustments etc etc. To finish off the post, I foresee 3 scenarios that may play out but none will help to alleviate the ongoing tightness of Tungsten supply. I’m ranking it on the perspective of of market supply – best= supply going back to equilibrium, worse = deficit. Best case – Quota to revert back to last year’s amount. This would add minimal supply to market. Neutral case – Quota to remains the same as last year. 0 additional supply in China. Worst case – A reform of how China MNR derives the production quota that will address & close most loopholes which permitted the existence of illegal mining. I cannot see how the future plays out, but I know this presents a window opportunity for investments into new Tungsten projects. If you’re either betting big on Tungsten or have got a quality project, I strongly suggest you do yourself a favour & fly to China to hear it straight from the horse’s mouth. See what I did there? It's the year of the horse 😉

@LT_Aust Sack him already

Commie Bastard #FkuAlbo

@anson_ir Great work team

Anson has completed the cementing of the well at 2800 feet, pipe ramp and casing ramp have been prepared and a pressure test of the BOP and casing lead flange completed and approved by the BLM. All in readiness to commence the third stage of the drilling of the parallel sidetrack well at the Mt Fuel Skyline Geyser Well.

@Arull1235 @anson_ir Lack of news for a change, hope the next bit is all the above.

@daando37 Market really not impressed.

$ASN added a new end-market: nuclear isotopes. nusano wants high-purity LiCl from green river to make Li-6 & Li-7 for advanced nuclear tech in utah. 5-year mou, extendable to 10, targeting at least 300tpa lce eq. this is not EV hype. it's a national security flavour of lithium. important detail: the deal is non binding. ASN now ships LiCl samples from it's DLE pilot for qualification in nusano's separation system. only if the chemistry passes will they negotiate a definitive contract. until then, it's optionality. volume check: 300tpa lce eq vs ASN's 10,000tpa lithium carbonate ambitions is just ~3% of planned output. so why does it matter? 'cause it diversifies demand into defence & nuclear, which tend to pay up for security of supply. the feedstock nusano will test is LiCl eluate from the li-pro DLE pilot. the same stream ASN wants to route into its 10ktpa carbonate plant. low impurities & high li/tds from the pilot made it attractive. strategically the mou is pure utah vertical integration: utah brine / utah lithium plant / utah isotope producer supplying us nuclear. for ASN & ud policymakers that's an easy story to defend in washington. much easier than exporting raw brine chemistry to asia & hoping for the best. don't oversell it: mou only, not binding; pricing just 'linked to a market index'; + real revenue only flows once green river is built, dle is running & nusano's plant is online. but in a world where most juniors still shout 'tesla' or 'catl' in every sentence, ASN just walked into the nuclear lobby instead. that tells you who they're trying to impress. dyor. no financial advise.

@JEChalmers I have never paid more tax you muppet!

Labor is the party of lower income taxes, higher wages and less debt, and the Liberals are the party of higher taxes, lower wages and bigger deficits.