Patrick Poke

Gold just had its worst week since 1983 and absolutely nobody is lining up at ABC Bullion. Turns out buyers only show up when prices are at all-time highs 😅

🎯 Junior explorer Hamelin Gold $HMG is targeting whats others may have missed, with the aim to uncover new mineral systems in the West Tanami region of Western Australia. 🔗 ap1.hubs.ly/y0vYm70 #miningnews #asx #gold #exploration #westernaustralia

@claudedwalker Apple Pods: podcasts.apple.com/au/podcast/asx…

A fresh episode of The ASX Small Cap Wrap is now live. Get tasty takes from @claudedwalker and myself in our special reporting season wrap. Links in the replies below.

@claudedwalker Spotify: open.spotify.com/episode/5eJUg6…

@claudedwalker YouTube: youtu.be/_g2OtmoYdmY

When it comes to quality stonks, adherents to the 'quality bro' school of thought find it hard to go past the absolute gem of a growff stonk that is Hub24 #ASX $HUB While it's not in the Buy zone for us we currently plan to continue to hold (at least some shares) for many years.

Cameron McIntyre, current CEO of $CAR Group has just been announced as the new CEO of $REA Group: arichlife.com.au/car-ceo-moves-…

Why did the Bravura Solutions $BVS share price fall 16% today, despite NPAT rising over 700%? arichlife.com.au/bravura-fy25-r…

just shared my latest piece on @LivewireMarkets looking at the results of my June article on tax loss selling. livewiremarkets.com/wires/why-we-l… $REH $PWH $IPG $CHL $KME

@Patrick_Poke Then we hosted recent Eroad convert @lukewinchester9 to lead us on an Eroad deepdive on the ASX Small Cap Wrap youtube channel. Sure the share price has moved ~30% since this podcast, but Luke's comments remain relevant if you take a longer term view. youtube.com/watch?v=WBPKMg…

First @Patrick_Poke wrote this article about Eroad's improving financials: arichlife.com.au/eroad-to-recov…

Our recent coverage of #ASX $ERD back in June speculated that Eroad was on the road to recovery. Bizarre price action yesterday suggests the market is coming to that view. (Disclosure: Held, shares purchased after the article linked in the next tweet was published) 1/3

To be the first to hear upcoming episodes of the #ASX Small Cap Wrap, subscribe to our youtube channel. In the meantime, here is our most recent episode covering Laserbond $LBL, Praemium $PPS and Australian Ethical Investments $AEF youtube.com/watch?v=nJ3NfX…

#ASX $EOL Energy One CEO Shaun Ankers is planning to retire at the end of next calendar year. Chairman confirms FY 2025 results "consistent with the trajectory and medium term target we outlined in February." arichlife.com.au/energy-one-asx…

Had a fun chat with @claudedwalker on a few winning stocks. $CAT $XRF youtu.be/m6UHCGlT3oA?si…

On January 23, 2009 Dutton declared that he had bought CommBank, NAB, and Westpac shares. All three companies had record-low share prices that day, during the GFC. The very next day, the Rudd Government announced a $4 billion stimulus package.

@lachlanbjensen Don't forget: Investors are willing to pay 8.6x revenue and 250x earnings for a burrito chain. And: We learned nothing from $DMP

things i learnt from the $GYG.AX update 1. selling burritos in the US is still at proof of concept stage 2. singapore and japan are part of australia

@StealthQE4 * Cries in Australian *

So let’s do some basic math. I know people that bought a house 6 years ago for $350k and are being told it’s now worth $1.2 million. Let’s just say you wanted to buy a house for $1,000,000 with 10% down(being realistic) Your payment would be $7194 a month……

Following up on my Livewire article earlier this month, here are my thoughts on IPD Group (IPG) following this morning's results: arichlife.com.au/ipd-group-asx-… $IPG #SmallCaps #ASX