📝ASX Small caps✨

#TAT : MC:11M, SOI:235 #Copper producer ➡️Operating CuSO₄ plant 🔥$3.2M revenue, >40% margin 🔥Copper concentrate JV (Mungana) ✓45kt Cu → +100kt target ✓ 1Moz #Gold(Cardross + Mountain Maid) ⚡ High-Grades: ✅13.7m @ 1.46% #Tin ✅23m @ 6.3g/t Au ✅8m @ 8.3% Cu, 1g/t Au

#GG1 Update on #GG1 if interested! Looks like drilling is starting next week at the #Copper #Silver #Tin #Indium project close to $ILT at Herberton! Updated MRE for the #Gold & #Silver resource plus scoping study must be due soon Directors own 20% 8.2M MC 3.2M cash 63M SOI

#GG1 Large scale #Copper & #Silver drill targets at Mt Gossan & Siberia! Sample grades up to 24.7% #Copper, 293g/t #Silver & 419g/t #Indium 5km of outcrop at Siberia with historical hits such as 8M at 2.6% #Copper from 15M Drilling planned in May! 8M MC 3.2M cash 63M SOI

Seriously. How is #GG1 #GG1.ax still down here and not moving on these #copper #silver and #indium grades?

#GG1 #GG1.ax also worth looking at. #fluorite #fluorspar stockhead.com.au/resources/feel…

#IDA SP:$0.03 ✓MC: 19M Cash:31M Drill results ✅ 38m @ 6.54 g/t gold from 29m ✅ 21m @ 8.43 g/t gold from 176m ✅ 20m @ 7.31 g/t gold incl 1m @ 118 g/t ✅ 12m @ 9.06 g/t #gold incl 1m @ 95.6 g/t 🗺️ +5,000km² district scale 📈 Top 20 own 50% (excl board) Should be 100M MC

@GNM_ASX has released its latest corporate presentation, highlighting the company’s growing exposure to rare earths, gold and antimony projects across Australia and the United States. Key highlights include: • Expansion of the Iron Butte footprint with new high-value exploration targets • Continued advancement of the Catalyst Ridge Project in California’s highly prospective Mountain Pass district • Strong positioning across critical minerals and precious metals amid increasing global demand • A clear exploration and development pathway aimed at unlocking shareholder value With a diversified portfolio and exposure to strategically important commodities, GNM continues to build momentum across its project pipeline. Check out the whole presentation here: cdn-api.markitdigital.com/apiman-gateway… #ASX #GNM #Mining $GNM $GNM.ax

This is worth a listen imo. $TAT $TAT.ax #copper #gold #antinomy #tin #tungsten $7.5m MC $3.5m cash. Way too cheap down here. CR which is being completed is at 3c. youtu.be/1PnRy4Lmeqc?si…

Under the radar #fluorite play. #GG1 #GG1.ax $7.5m MC $3.3m cash.

@Stock_Traderz $TAT $TAT.ax $7m MC with circa $3.5m cash. Crazy valuation.

$TAT $TAT presentation if interested! #Copper sulphate production 🤔 Purchase of drill rig to drill numerous #Copper #Silver #Tin & #Tungsten prospects! 7.5M MC 2.5M cash 2.8M debt Tartana Minerals Ltd - RIU Sydney Resources Round-up 2026 youtu.be/1PnRy4Lmeqc?si… via @YouTube

KTEK Aerosystems (ASX: $KTK) has listed on the ASX at a time when investor appetite for drone and defence names remains strong. Just look at @DroneShield, @elsight and @aussie_eos. In this market, it almost feels like putting “drone” in the description is enough to send a stock higher. And indeed, KTEK’s share price doubled on its first day of trading! stocksdownunder.com/ktek-aerosyste…

$TAT Been buying $TAT Nightflower exploration target 32M to 47M #Silver eq @ 270g/t to 364g/t #Silver eq Daisy Bell #Tin & #Tungsten prospect-12.2M @ 0.34% #Tin & 1.01% #Tungsten 21000 drill program with own drill rig #Copper sulphate production 7.5M MC 2.5M cash 2.8M debt

@Christophe_Qld @Spec_punter It's slowly chipping away. Fluorite DSO will create FOMO.

@Stock_Traderz @Spec_punter Big buy on #GG1 #GG1.ax just then. Strange in this market. Feel like something is going to happen with the #fluorite project shortly. It's too good a project with the market going mad for #fluorite. DSO #fluorite over 2.6kms. Crazy.

$KTK ....ASX Listing Today, 11am | The Drone Super cycle's Best-Kept Secret 🚁 Every cycle has a defining trade. In 2025 ...2026 and beyond .... it's defense, and within defense it's drones. The thematic is already running across Elbit, AeroVironment, Kratos and Rheinmetall. The real question is where you find asymmetric upside this late in the cycle. $KTK Aerosystems, listing this morning at 11am, is the answer. A profitable-trajectory, contracted-revenue, Tier-1-qualified defence supplier listing at a $ 28M market cap and A$18M enterprise value, into the largest defence spending expansion since the Cold War. The cheapest exposure to the drone super cycle anywhere on the ASX. The Setup: A Pure-Play Pick-and-Shovel $KTK supplies the airframes, composite fuselages, wings, control surfaces, and electromechanical sub-assemblies that go inside the drones the world's militaries are buying by the thousand. Engineering in-house, manufacturing distributed across a partner network they call the "Cordless Factory." Asset-light, scalable, no capex drag. This is Tier-1 company without Tier-1 overhead. The Macro: Structural Re-Armament NATO is being pushed to 5% of GDP on defence. The previous 2% target took a decade. The 5% target is being negotiated now. The EU has committed €800B to rearmament, with drones and counter-drone systems flagged as priority capability gaps. Ukraine rewrote doctrine. Drones account for ~65% of Russian tank losses. $2,000 FPVs killing multi-million-dollar armour. The Israel-Iran war was the second proof point. Iranian Shahed waves, Israeli Hermes and Heron platforms (Elbit and IAI builds, the exact ecosystem $KTK supplies into) operating deep strike and ISR missions, loitering munitions reshaping the battlespace. Every Gulf state, European MOD and Indo-Pacific planner is now a forced buyer of UAV capability. Israeli drone makers in particular are sitting on multi-year backlogs. Military UAV market: 17.3% CAGR through 2030, the fastest-growing segment in defence. The Business: Already In, Not Pitching In UVision. $KTK builds the airframe, wings, and control surfaces of the HERO-120 loitering munition. In October 2025, UVision USA won a US$982M multi-year IDIQ from the US Army for that exact platform. $KTK is in the bill of materials. Elbit Systems. One of the world's largest defence electronics primes, and a flagship operator in the Israel-Iran conflict. Over US$1.8B in drone contract awards in the last 18 months. $KTK supplies into this ecosystem at the exact moment Elbit's order book is being supercharged by combat-validated demand. Combined, $KTK's customers have approximately A$2.5B of recently awarded drone contracts in flight. $KTK only needs a sliver of that to convert into a transformational year. On top of that, approved supplier status with two further Tier-1 primes with combined revenues exceeding US$10B, onboarded. The Numbers FY25 revenue: A$5M, up 82% on FY24's A$2.75M Q4 2025: A$2M, annualising at A$8M run-rate before new Tier-1s ramp A$6M contracted order book with deliveries scheduled through 2026 Production capacity 3x'd since November 2025 , no further major capex required The Board: Pedigree You Can't Manufacture Dekel Keisar (MD & Founder). Former Head of UAV Structural Engineering at Israel Aerospace Industries (IAI), the prime behind the Heron platforms operating over Iranian airspace. Former IDF Infantry Major. Howard Digby (Chairman). Founding NED of Elsight (ASX:ELS), now a A$1.3B market cap company. He's done this exact journey before in this exact thematic. Chris Baxter (NED). 30+ years in finance and PE, advising Skyeton (major Ukrainian UAV maker), deep UK/European MOD networks. The Valuation: Extremely Cheap. Full Stop. Same sector, same tailwind, same investor base. Peers at 15-37x revenue and $KTK at 3.5x. There is no scenario in which a profitable, growing, Tier-1-qualified defence supplier with named contracts and a tripled production base trades at 3.5x revenue for long. Catalysts Queued Up US expansion funded by IPO proceeds, assembly lines flagged UVision HERO-120 ramp through 2026 from that US$982M ceiling Tier-1 supplier status converting to first POs Maiden contract announcements as a listed co Every NATO headline, every Israel-Iran escalation, every drone war development is free marketing Bottom Line $KTK sits in the supply chain of the companies building them, at 3.5x revenue, listing today. Watch the 11am open closely. ⚠️ Not financial advice. Microcap IPOs are volatile and illiquid. Read the prospectus, do your own work, size accordingly.

KTEK Aerosystems ( $ASX: $KTK) will commence trading on the ASX tomorrow at 11:00am AEST The $10 million IPO closed 3x oversubscribed, attracting more than $30 million in investor bids. We know defence spending is increasing. Watch it!!! #stocks #ASX

⚡ ASX Tech: Small Caps for Big US Plays #EBR: ✓ Wireless heart tech. ✓FDA approved. ✓Disrupting $11B market. #3DP: ✓AI 3D twins ✓Mapping US utility grids via high-margin SaaS #BCC: ✓ Satellite comms ✓ Record revenue powering global connectivity.

Been grabbing some $TAT $TAT.ax at 2.2c. Now at a $7.5m MC and raised $4.5m at 3c in Feb. Some money to still come in after AGM. Getting back into copper production after the wet. Over 1m Oz of gold in reserves but lower grade. Heaps of news due. Worth a dabble down here below CR.

#TAT : MC:11M, SOI:235 #Copper producer ➡️Operating CuSO₄ plant 🔥$3.2M revenue, >40% margin 🔥Copper concentrate JV (Mungana) ✓45kt Cu → +100kt target ✓ 1Moz #Gold(Cardross + Mountain Maid) ⚡ High-Grades: ✅13.7m @ 1.46% #Tin ✅23m @ 6.3g/t Au ✅8m @ 8.3% Cu, 1g/t Au

@Christophe_Qld Cappers will be out soon. ✓#TAT Lowest market cap producer ✓Directors have raised at 0.05, and 0.03 raise in February ✓Drill Rig Purchased to achieve 2026 drill targets Drilling to the south which is open: ✓19 m @ 1.30 g/t Au from 34 m ✓16 m @ 1.28 g/t Au from 50 m

@Spec_punter @Christophe_Qld Yep, bit under explored. Surely 2026 has this new hot region.

@Stock_Traderz @Christophe_Qld Same region as $TAT mate! I think this region could be the next hot spot!