Gavin Wendt

We've introduced @ADXEnergy_ $ADX as Stock to Watch, relatively modest MC of $24M and 3 near-term gas exploration wells in Austria. With the Strait of Hormuz closed and Qatar LNG flows constrained, European gas prices have spiked, creating a favourable backdrop for junior E&Ps.

@TwinTurboCe1ica Just one of many car manufacturers who are putting the brakes on EVs.

Go woke, go broke… $37B loss for Stellantis news.com.au/technology/mot…

Coverage stock @OrionMinerals is transitioning from explorer to producer via the advancement of its Prieska Copper-Zinc Mine and its Okiep Copper Project, located within South Africa’s Northern Cape. ORN has just executed a US$250M prepayment facility with Glencore for Prieska.

Coverage stock @TrekMetals focus is its Christmas Creek Project in WA, where there is strong geophysical evidence 's Kimberly region to support potential for a hydrothermal manganese system of the same style as major Australian deposits - such as Woodie Woodie and Bootu Creek.

Coverage stock @Tivan_Limited has made great strides at its flagship Speewah Project in WA, which hosts one of the largest high-grade fluorite resources globally. Recently, ETFS Capital, Sumitomo and JOGMEC have all become strategic partners in the project.

Coverage stock @GreatBoulder $GBR recently released further solid results from drilling targeting extensions to its Side Well Project Resource - presently 16Mt @ 2.0g/t Au for 1.02Moz. Options include a stand-alone project or utilising one of the 3 mills within trucking distance.

Gold advanced as the US$ slid, with investors weighing the White House’s next steps after the US Supreme Court struck down President Donald Trump’s sweeping global tariffs, saying he exceeded his authority. Gold is consolidating solidly around the $5000/oz mark after a record run

@ChuckChunder007 The Women’s Weekly World Discovery Tour of Mining.

Here's a shot of a burnt-out #shitco executive one month after returning from a European skiing vacation and about to board a plane to PDAC, after writing a quarterly report and attending Indaba and the Explorers conference.

Coverage stock @KingRiverASX recently appointed former Spartan Resources geologist/executive as MD, and is now set to acquire the prospective Mindoolah Gold Project, 70km NW of Cue. The historical production grade was 19.02 g/t, operations limited to the water table at ~21m depth

Coverage stock @dynamicmetals (ASX: $DYM) is focused on its Widgiemooltha Project in WA - prospective for nickel, gold, copper, lithium. Region includes Goldfields’ St Ives Gold Camp, Astral Resources’ Mandilla Project, and Westgold’s Higginsville Gold Camp and Chalice Gold Mine

@ChuckChunder007 Using seven lines to say absolutely nothing - a career in politics beckons for the author.

Chuck's Black Friday quiz: Name the boring company responsible for releasing this word salad? ..... noted that the result reflects the continued advancement of activities aligned to the Group’s strategic pillars of portfolio optimisation, profitable growth, and portfolio renewal. “The half saw a continued focus on asset repurposing, occupancy improvement and asset recycling whilst transitioning to an internalised management structure, with funding diversified and the balance sheet expanded to support the lower cost of capital post internalisation,”

@ChuckChunder007 @ASX There are also plenty of pure silver plays that have been sitting on their advanced projects for 20 years.

The @ASX's most boring development company $PEX is about to be acquired by the @ASX's most underperforming mining company $AIS. How logical is that!

@ChuckChunder007 And: Look for value-accretive uranium opportunities

Chuck's Thursday fund manager trading menu: - Sell old-economy stocks that could be destroyed by AI - Buy old-economy stocks that could benefit from AI - Buy iron ore producers while the price sits just over $100 because they have lithium and copper exposure What could possibly go wrong!

The USA's emergence as an energy exporter has been a phenomenon - transitioning it from a major energy importer to a net exporter since 2019. The shift has been driven by the shale revolution, as well as significant investments in pipeline infrastructure and LNG export terminals.

The latest data shows that Asia's reliance on coal for energy generation is reinforcing itself. China, Japan, South Korea, and Indonesia, which house more than a quarter of the global population, have all increased coal power capacity since 2020.

@ChuckChunder007 It's been clear for decades that Spain won't approve a uranium mine.

$BKY declares war on Spain for violating multiple provisions of the Energy Charter Treaty (ECT) (which it withdrew from in 2024) and joins a queue of reportedly 60 claims with 39 already filed with the ICSID. Good luck boys and girls! hoganlovells.com/en/publication…

@ChuckChunder007 Love it!

Chuck's Friday ponderings: Can a #bitcoin mine go into administration?

Coverage stock @KairosMinerals $KAI has provided 3 important updates related to its 1.4Moz Mt York Gold Project, comprising - granting of a Mining lease, acreage expansion through the acquisition of neighbouring tenements, and extension of the main #gold trend via drilling.

@ChuckChunder007 Try and find a successful uranium producer outside of the big guys.

I saw this coming 2 months ago. LOL $LOT LOL LOL LOL!!!!

Coverage stock @KingRiverASX recently appointed ex-Spartan Resources executive Graham Gadsby as MD, who oversaw the Never Never and Pepper gold finds. KRR is now reviewing its entire database ahead of focused drilling at Tennant Creek. KRR is well funded with $36M in cash/shares.