Josh Patrick

@Mattlewy13 Raising $4m at 15c/sh.

@MrJoshPatrick Wouldn't happen to have the term sheet for the raise would you mate?

$COD.ax

$GCM.ax

$AW1.ax

$WAU.ax

$NXG.ax

$A4N.ax

$WAF.ax

@BollingerBanter @knox_trading @jakestrading18 @EVFuture12 Yeah saw that, congrats Wado! Also how the hell does @EVFuture12 only have like 400 followers?!? Has some cracking ideas. Get around him.

@BollingerBanter @knox_trading @jakestrading18 @EVFuture12 Literally followed the kid in yesterday, doubled down this morning, he can pick ‘em

@BollingerBanter @knox_trading @jakestrading18 Does Jakey cop some hate on this thing? If he does, it’s misguided. Tall poppy syndrome. I don’t get on twatter much anymore. Too busy with the kids, and listening to @EVFuture12 bang on about BMG or whatever they’re called these days 😂

@MrJoshPatrick @knox_trading @jakestrading18 Hahaha thought so my bro! Didn't mean to come off too hard - my man Jake cops a lot of slack. I am in big bro mode 😂 Love your work

@BollingerBanter @knox_trading @jakestrading18 Haha for the sake of clarity, the degenerate I am referencing in this case is myself. FWIW, the Dude @jakestrading18 rarely misses.

@knox_trading @MrJoshPatrick @jakestrading18 Some cunts make millions trading based off astrology... Getting angry about that is low IQ. Do I understand Jakes strat fully? No, I fucking don't. Do I hiss a fit like everyone else when jake makes money? No, I tell him well done, I am proud of you. Jake will outperform.

@ThrillTrades Sure enough, production downgrade 😂🤦

@ThrillTrades It’s a POS for sure, but could it rip on a short squeeze? Definitely. I bought some $BOE down here.

Anyone familiar with the chance of a short squeeze on $BOE if #Uranium kicks? or is it a piece of shit that is only going to get worse?

@MattDoug87 @respeculator The main risk is an actual shortage, where mining ops shut down. Seems unlikely for small scale underground mines like $MLX & $KAU to me. Mostly panic buying at the moment. They keep 39 days of diesel reserves down in Tassie, plus they just had a fuel tanker arrive last week.

@respeculator @MrJoshPatrick Of course, many other factors, but I think this might hold some weight.

The retail diesel price in Australia in 2025 was A$1.86/Litre... take off the excise and GST/VAT and it was A$1.18/L net to industrial users. $MLX.AX Renison mine consumed ~4.4 million litres.. for a cost of ~A$5.2m (~A$2.6m MLX share). Which is ~2% of cost base. Point: Small, high grade, underground operations with grid power are far less exposed to diesel than large, bulky earth-moving open pit mines with remote (ie diesel) power...

$STO.ax there were signs

$STO.ax trend change

@OnSpeculator Thanks for sharing. Henty runs on Tassie grid, mostly hydro. Still a modest increase in opex for trucks/jumbos/drills. Extra $1 a litre is maybe an extra $1-2m a year for a small high grade op like Henty. But I think the market’s got $KAU wrong. I bought some today.

$KAU #gold spreadsheet update. For context/explanation see previous spreadsheet tweets One additional proviso to previous tweets, the spike in oil price could cause an increase in AISC which would impact cashflow though Henty is underground mining so less impact than an open pit

@EVFuture12 Good work mate. Good as. HAGW buddy 👍

$IMM Bought in at 0.029 These crazy sell offs far below cash backing can be a great opportunity.