ASX
ASE Industrial Holding Co Ltd ADR
Mentions (24Hr)
200.00% Today
Reddit Posts
Quantum Computing Infrastructure Play: 100x Potential
Pre-Market Gainers and Losers for Today (May 22, 2026) π π
Pre-Market Gainers and Losers for Today (May 19, 2026) π π
South Koreaβs stock market capitalization has surpassed Canada, the United Kingdom, France, Germany, and Australia to become the seventh-largest equity market in the world.
Anson Resources (ASX:ASN) announces POSCO DLE demonstration plant in Utah
Anson Resources ASN in Washingtin DC ! 0,4$ target analists
Call your mums - Anson Resources ASN at Washington DC with EXIM DOD & DOE US - Lithium stock 1$AU arrive
Economic Calendar Monday May 4, 2026 - Key events and what I'm watching (RBA decision, Fed Williams, Factory Orders)
Lithium bullrun 2026 starting ! One of best player in USA
Lithium keep one eye my friends ! Bullrun start and ASN Anson Resources take a new 0,38 target by analist ! Baggerx30
Lithium 2026 start massive Bullrun - Best stock ASN Anson Ressources - Price analist 0,38
American Rare Earths (ARR) β Why This Tiny U.S. Rare Earth Player Could Be a Future Winner (NOT Financial Advice)
22 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS TODAY ?
Jade Gas Holdings (ASX: JGH) β starting to look very interesting
SPN.ASX, 27M MRKT CAP partners with Hydrograph HGRAF, 2 BILLION, BIG TAM 33billion, + hydrogen play, still adding here, LFG
RML Resolution Minerals Top3 ASX en minage aux Γtats-Unis Antimoine/TungstΓ¨ne remporte le FAST 41 des Γtats-Unis ! J'AI DIT que tu es le prochain bagger50
RML Resolution Minerals Top3 ASX in USA mining Antimony/Tungsten wins US FAST 41! I SAID you next bagger50
Why Tungsten Is the Most Overlooked Trade in the Market Right Now
Asian markets tumble as oil rally, Middle East tensions shake markets- Moneycontrol.com
Anyone else watching $RMX / $RMXFF antimony assays? High-grade hits in the US look interesting
ASX:DRO mentioned by Ursula von der Leyen (this time without a screenshot)
ASX:DRO mentioned by Ursula von der Leyen
RML ASN ARR australian us stocks boom
Tungsten > RML ! Lithium > ASN ! RARE earth > ARR ! ASX nasdaq combo
5 countries, 5 small-cap copper names Iβd watch right now
($BTU) Asia & Europe LNG Spot Surge, Qatar Production Cuts, LNG-to-coal Substitution Play
Tungsten Mining (TGNMF.OTC / TGN.ASX) fast tracking 2 Tungsten projects and trading cents in the dollar versus peers
Vulcan Energy, first developer for lithium in europe. Huge upside potential with mine construction start this week, an upcoming uplisting to ASX 200 this march and recent funding for 2.1Bio$ secured
ONDS vs DRSHF (ASX:DRO) β two ways to play the drone / counter-drone boom
VXUS completely disconnected from international market performance overnight. What am I missing?
RML resolution minerals Antimony Tungsten ! The next winner in US ! Keep this name in your mind
News crazy on Resolution Minerals RML ! Explorer to producer Antimony Tungsten ! X50 par ici long terme
News strong - Antimony stock Resolution Minerals RML baggerx30 under radars of hedjes
Riedel Resources. Small Australian explorer in Arizona: POTENTIAL MULTI-BAGGER
Price floor US For Tungsten Antimony ! Strong bullish for RML NVA UAMY MP - RML Tungsten stock under radar ! Baggerx30
RML CEO is in Washington DC, meet DOD & Senator! TUNGSTEN & ANTIMONY
CEO of Resolution Minerals was in Washington DC ! TUNGSTEN & ANTIMONY - Be careful RML can be a big player unxer radars x50
$LKY.ax | $LKYRF Locksley advances U.S. antimony metallurgical work with metallic antimony confirmed via XRD + Rietveld analysis
Part 2- GNS β The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
Omega Oil and Gas - Australian OMA.ASX
Part 2- GNS β The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
GNS β The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
Part 2- GNS β The Dominoes Are Falling: My Full 2026 "Find Out" Thesis (ERL, DRS, RICO, BTC, ASX)
Locksley Resources Limited (ASX:LKY | OTCQX:LKYRF | FSE:X5L) has delivered high grade antimony results from a completed batch sampling program at the Desert Antimony Mine within the Mojave Project in California.
New Murchsion Gold- 45% gain on Frankfurt exchange last night...
archTIS (ASX:AR9 / OTCQB:ARHLF / WKN A3CWKA)
archTIS (ASX:AR9 / OTCQB:ARHLF / WKN A3CWKA)
Markets Are Terrible At Judging Geopolitical Risk
Copper is the silent enabler of electromagnetic systems, and thΠ°ts a demand story most people skip
Copper is becoming a national security issue, not just a commodity trade
Copper is the invisible enabler behind advanced electromagnetic systems
This absolute genius in ASX_Bets has cracked the case
News NOVA MINERALS NVA 360g/t of GOLD ! Beat this record ! miners US combo Critical Minerals ll be the CHAMPIONS of 2026/27
$NVX - The Only U.S. Synthetic Graphite Play That's Actually Shipping While China Gets 721% Tariffs and Banned From Batteries
Locksley Resources Limited (ASX: LKY) (OTC: $LKYRF )Due Diligence Summary β January 2026
Equus Energy (ASX:EQU)
Sellas Lifesciences - Cancer Moonshot in the process of squeezing! Hand written DD!
Locksley Resources $LKY.ax | $LKYRF (FSE: X5L)
Antimony is a hard, brittle, silvery-white metalloid element with the symbol Sb and atomic number 51.
SPN (ASX) just broke out of a 12-month base on volume β first real revenue, tiny market cap, and comps trading 5β10x higher
Trump | Pakistan > Nova Minerals Delegate US of Trump signed with HEE in Pakistan ! Nova Go to 380$
New Murchison Gold up 400% since Jan 1st
Woke up to one of my stocks up ~$11k π―
Locksley Resources is pleased to share its antimony mine to market plan with shareholders.
Locksley Resources Ltd (ASX: $LKY, OTCQX: $LKYRF, FSE: $X5L) (βLocksleyβ or the βCompanyβ), invites shareholders and investors to attend a live Investor Webinar
Overview of Locksley Resources Limited
New Murchison Gold (NMG) on the ASX has another blistering month...
Locksley Resources $LKY.ax | $LKYRF (FSE: X5L) scores a win:
New Murchison Gold is in play this coming week...
$LKY.ax | $LKYRF Locksley Resources has begun our maiden drilling campaign at El Campo,
New Murchison Gold on the ASX- serious buying happening NOW.
PMET Resources β Company Overview & Investment Thesis
PMET Resources β Company Overview & Investment Thesis
$LKY.axΒ |Β $LKYRF Locksley Resources appoints Stacy Newstead as Strategic Advisor Materials Strategy.
$LKY.ax | $LKYRF Locksley COO Danny George outlines the strategy from pilot scale plant validation to staged and modular commercial scale expansion.
Red Mountain Mining Ltd - asx: $Rmx | Otcqb: $Rmxff
Red Mountain Mining Ltd - ASX: $RMX | OTCQB: $RMXFF
Potential Artificial Intelligence Candidates Under ~$1
Nova Minerals NVA chart and technique RSI 75 3months
Exciting Developments in US Critical Minerals: Locksley Resources' Mine-to-Market Antimony Strategy and First Domestic Ingot in Decades!
Exciting News: Red Mountain Mining (ASX: $RMX) Hits the US Market with OTCQB Listing as $RMXFF β Riding the Antimony Boom!
Where should i dig ?
ASX:DRO DroneShield Shares +375% in 2025
Hot Chili (ASX: HCH) (TSXV: HCH) (OTCQX: HHLKF) Provides Q3 Operational Update
New Murchison Gold is on FIRE! First full month of gold production numbers are in. This mine is a GOLD FACTORY!
Can someone help explain why LKY:ASX has had a major decline despite having great news consistently?
Mentions
This SPCE thing reminds me of when the game store hysteria was happening a small mining stock with the same ticker on the ASX popped like 300%
Voila un peu plus clair La solution officielle choisie : Le mΓ©canisme ADR (1 pour 200) βPlutΓ΄t que de faire un reverse split direct sur ses actions ordinaires cotΓ©es en Australie (ASX), Resolution Minerals a annoncΓ© le lancement officiel d'un programme d'ADR de Niveau 1 (American Depositary Receipt). βLe communiquΓ© officiel stipule un ratio trΓ¨s clair : βChaque ADR sur le Nasdaq reprΓ©sentera l'Γ©quivalent de 200 actions ordinaires (ratio 1:200). βComment Γ§a marche ? L'entreprise "paquiquette" 200 actions australiennes pour crΓ©er une seule action "ADR" nΓ©gociable en dollars aux Γtats-Unis. βL'effet sur le prix : Cela permet de multiplier artificiellement le prix affichΓ© sur le Nasdaq par 200. Si l'action vaut par exemple 0,05 $ en Australie, l'ADR s'affichera Γ 10,00 $ sur le Nasdaq, ce qui lui permet de franchir haut la main le minimum requis de 4,00 $ sans toucher Γ la structure de l'action de base.
Jetais sur nova mineral depuis 2024 y a lgt cetait la mΓͺme histoire. Non jachete sur l ASX
Y aura pas de RS, l ASX n est pas comme le nasdaq. Elle sera surement a 5/7$ au nasdaq. C est la meme qu avait fait nova minerals en 2024/25 listing NASDAQ ADR similaire avec la BNY
Je la connait mais je choisis toujours des combos avec l OR mec comme Nova Minerals par exemple De plus RML vs AT4, RML a des ressources d Or sous les pieds que vont venir confirmer les nouveaux forages 2026 massif. Ex PPTA a 6Moz Et SURTOUT RML a obtenu le gral le fast41 !! Seul 3 sociΓ©tΓ©s aistraliennes l ont eu, fin du game ;) ME BALANCΓ pas d autres player Resolution Minerals (ASX: RML) : Elle dΓ©tient officiellement le statut FAST-41. L'annonce est tombΓ©e rΓ©cemment (avril 2026) : son projet phare Antimony Ridge (intΓ©grΓ© au projet Horse Heaven) a Γ©tΓ© sΓ©lectionnΓ© sous la couverture FAST-41 Transparency. C'est l'une des trois seules entreprises cotΓ©es sur l'ASX Γ avoir dΓ©crochΓ© ce statut d'Γtat amΓ©ricain. Cela sΓ©curise une visibilitΓ© maximale pour son obtention de permis Γ court terme.
Be ready on AT4 (Aussie stock) they are issuing a Deutsche Bank sponsored ADR in a few months and going for a NASDAQ quote they own the only Tungsten mill in the USA and have loads of antimony and tungsten on their tenements. Currently on ASX under AT4 And OTC under ATALF ADR later this year. $20mn in cash and get this mkt cap around $50mn. DYOR and disagree with me if you dare.
RML sur l ASX RLMF sur OTC Nasdaq avec ADR on attend lol
RML est cote sur l ASX ou OTC cest pourquoi sa capi est a un prix aussi bas, on attend la cotation sur le nasdaq, si vous pouvez placez vous deja sur OTC ASX car les hedjes US ne rentrent pas sur OTC J attends le nasdaq qui a Γ©tΓ© depose en fevrier En avril 20M$ public placement par 2 gros institutionnels dont 1 est tput simplement l un des plus gros du secteur Asie Pacifique. Cet institutionnel est entrΓ© a 0.07$AU et warrants 0,1 on est a 0,051AU cad 20% de discount! Classic apres une AK ;) bien sur je charge a ces niveaux mais j attend nasdaq Ces institutionnels ne rentrent jamais pour du court terme, ils rentrent apres enorme Γ©tude de la sociΓ©tΓ© avec des assurances derriere que la sociΓ©tΓ© va aller au bout cad miner national producteur US Comme indiquΓ© RML a le potentiel et tous les catalysors internes externes pour s aligner avec PPTA Pour info en aout 2025 elle avaitβrecu une offee de 225M$US bien sur le ceo a reffusΓ©, ca valeur intrinseque est la mΓͺme que PPTA Rml a declanchΓ© pour 2026 ses plus gros forages historiques sur l OR et le Tungsten/Antimony
I sold off some of my Micron shares after the last big dip to fund a local portfolio in the ASX but I still have a fair bit invested in it, I've sold off my SanDisk however
If youβre interested in a battery swap electric truck company, check out Australian listed company Janus Electric (ASX:JNS). They convert existing diesel trucks to electric with a swappable battery. Three minutes down time, $150k to convert vs $700k+ for a new electric truck.
WBT.ASX looking strong, been holding for a few months, deal with TI recently https://preview.redd.it/s83z73spew3h1.png?width=951&format=png&auto=webp&s=e293d9917367882e20177b21697575c7d6810e2a
$SI shoulder innovations But for evil $EOS.ASX Thereβs also $ASPI , evil adjacent but not inherently evil
Interesting thesis on the laser bottleneck angle, most people sleep on the supply chain side of quantum. My concern with BLG is liquidity on ASX for US-based traders, spreads can kill you on micro caps. For speculative plays like this I've been tracking similar setups via markets xyz where weekend execution actually works. Just size small.
Interesting thesis on the laser bottleneck angle, most people sleep on the supply chain side of quantum. My concern with BLG is liquidity on ASX for US-based traders, spreads can kill you on micro caps. For speculative plays like this I've been tracking similar setups via markets xyz where weekend execution actually works. Just size small.
I think the companies that have near monopolies in the semi industry & are also booked out on orders for years will inevitably trade well for the next 2 years, if not longer: TSM, ASML, MU, ASX, GEV, VRT
ASX is going to hit 50 soon
My dearest ASX, please keep pumpinβ
advanced packaging next up, AMKR and ASX are ripping
Definitely in Australia our superannuation funds for retirement have more money than the entire Australian Stock Exchange is worth, so we invest a lot of that in the US. The ASX is worth about $2.8 trillion and the funds have over $4.5 trillion.
AT4:ASX Upcoming NASDAQ listing Q3 Permitted tungsten mill getting rebuilt 4 months away High grades, proven tonnage as previous mine Timing will be perfect Going to be an awesome processing plant Very undervalued..
ASX losing its damn mind after hours
You trading ASX? Thatβs exactly how the Aussie market has been this week.
Well done on finding a gem Grouchy, may I ask are you based in aus or the US? Curious to see if over in the US the word of AT4 is starting to spread and get the attention it deserves? Unfortunately the ASX does not appreciate the value of good companies down here. Big things to come! Enjoy the ride.
Hardrock lithium / spodumene producers, ideally the large-scale incumbents that have the ability to further ramp supply if/as required - i.e. PLS: ASX (my pick of the bunch), LTR: ASX, MIN: ASX. Why: Don't tie yourself up in knots worrying about specific crop, food production disruptions, as any significant rainfall throughout the South American salar's / salt flats, will have a huge adverse impact on brine evaporation pools and lithium brine producers located in Chile and Argentina. Demand side remains strong, especially with oil and gas likely to remain near ATH's. Any shock to the demand side (the above two countries account for approx. 1/3 of all lithium carbonate supply) and watch the hardrock producers in Australia go absolutely ballistic.
Thanks, it is re-assuring that it seems ok to question it. One recent filing has been of use to me to get an idea of the dilution. [https://www.asx.com.au/markets/trade-our-cash-market/announcements.woa](https://www.asx.com.au/markets/trade-our-cash-market/announcements.woa) >9 Mar 2026 12:38am 12:38am WOA WIDE OPEN AGRICULTURE LTD Notification of cessation of securities - WOA opens new window 15KB Appendix 3H (Notification of cessation of securities) leads to this: [https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03066143-6A1315436&v=undefined](https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03066143-6A1315436&v=undefined) It's hard for me to get a full handle on the number of shares outstanding, but we can see quite a number of options with various strike prices (or whatever the correct term would be). There is also an option expiration coming up July 2026 on more than 200m shares. I'm not sure if they're "in the money" or not. Anyway, I think the total number of shares is presently over 500m.
This is close to where my mindset/portfolio is at. +ASX - META
Yup ive been fighting this battle to keep my ticker: ASX shares because I sold a covered call and it shot up to 35$.. ive been rolling to keep the shares or at least get a better deal but it just keeps rising... im done wasting money keeping it.. if the call goes through then it goes through, at least ill still earn a profit... Expensive lesson though.
No, it isn't. ASX (Australian stock exchange) is currently around 3.3T by itself.
My CAGR was 8.9% investing in the ASX from Jan 2013 to Feb 2021. ASX100 CAGR in that period was 9.2%, so my portfolio underpeformed the benchmark. I made some early mistakes like buying speculative stocks and also chasing dividends. I wish I had moved to US stocks earlier. Live and learn.
Buying and holding US tech stocks since 2021, after liquidating Australian shares (was invested in ASX 2013-21). Just crossed AUD $600k milestone, and each $100k jump is now taking less time. Thanks to compounding and high growth. Enjoying the ride! Last year, topped up GOOGL and META, and added MU and TSM. Most recent top ups were MSFT, TSM and NVDA from Feb to mid Apr. Waiting for the next dip. CAGRs: 59.5% (TTM), 41.2% (3Y), 20.1% (5Y), 15.7% (10Y) and 11.8% (Total). Current portfolio: NVDA (32.5%), GOOGL (20.9%), AAPL (19.7%), AMZN (8.4%), META (8.2%), MSFT (6.9%), MU (1.8%) and TSM (1.6%).
De rien mon ami avec plaisir, va falloir courir ca va monter gres haut, recovery jusqua leur plusnhaut 2022 cest certain 100% Les specialistes du secteur disaient deja qu elle etait sous Γ©valuΓ©e, la plus sous Γ©valuΓ©e de l ASX Maintenant a dΓ©bloquΓ© les verrous :)
Check out WRXLF on the OTCQB. Just cross listed from the ASX. Huge Project at the historic Keystone Mine in Pershing County NV.
I looked at small /non S&P 500 companies with solid margins and good profitability, and selected companies that I could see/expect their business to consistently grow. This is the same method that I found $ASX 5 or so years ago. They seem to be punished for how sensitive they are to shipment timing quarter to quarter, but this doesn't matter for the long term business since they are both consistently profitable and have negligible debt.
any tips for other plays besides AMD and ARM for getting in on the ground floor of a potential CPU supercycle? I was thinking perhaps advanced packaging companies such as AMKR or ASX.
My smaller semi plays STM, VIAV, and ASX are the first good thing I've done for my port this year
ASX:RML. Buy shares, get in now before their dual listing on Nasdaq
$AMKR $MXL $ASX $POET $SIVE Watch these stocks.
ASE Technology Holding Co., Ltd. (ASX) is also benefiting from all of this
VM thoughts on KGL resources on the ASX exchange
There were unconfirmed reports of US jets over Iran. Think it was fake news. I sold some ASX oil stocks
Excellent trading bro, congrats. I took the ride with MACOM, GLW & ASX in that order of fund allocation. Iβm a VT and chill man at heart so nothing too exciting, still excellent picks
You cost yourself money trying to do this. No thanks. https://www.reddit.com/r/ASX_Bets/comments/1sa02yq/comment/odt20xs/?utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button
Letβs go Most of my oil money in the ASX so I actually get to enjoy the pump before π₯ says some bs before US open
If i was to invest into AOK then it would only be the minimum as per ASX rules = $500. So $500 worth of AOK shares and that's it. Not a huge a mount dollars wise. Right now at $0.004.....$500 worth...you'd get approx around 160 odd thousand shares which is fine.
Well, they have ideas, but no money. And I believe the refinery they're using has a very limited capacity. Dilution there could be the real issue. That's an issue with all of these companies, but AOK has a $6 million market cap so it would be hard to be much riskier. It takes a lot of cash to turn ideas into oil. That cash might appear but it would come at a cost to the existing shareholders. I would view it as much more of a lotto ticket than an investment. I think OMA.ASX is much more of a real company that is already funded with experienced management and substantial institutional investors with a real appraisal drilling program that is funded and starting in just a few weeks using proven tech and one of the most advanced drilling rigs in the world. Anything could happen, but I think Omega is much more likely to see a real rerate and it feels a lot less speculative as we sit here today. To be fair I have no experience with a company as small as AOK. I don't even know if you could get enough money into it to make a worthwhile investment without singlehandedly driving up the price. Anything is possible, but I think OMA tripling by the end of the year on a successful appraisal program (and the success of it's 20% ownership of EXR) is a lot more likely and a lot less of a gamble. Here's an article that mentions both with the Omega section at the end. The local political support is a huge benefit to both companies, with the states resources minister saying "my message to explorers is simple, I'll sign you drill". This one is looking stronger every day. [https://stockhead.com.au/energy/oil-shock-throws-asx-energy-juniors-back-into-focus/](https://stockhead.com.au/energy/oil-shock-throws-asx-energy-juniors-back-into-focus/)
Thanks for the info. Also your thoughts (or anyone else's thoughts too) about investing in Australian Oil Company (ASX: AOK)? I have heard positive things about them and they look set to do more. There is a bit of media commentary about AOK online and on Youtube. The timing seems right for AOK as well given the oil crisis at the moment. AOK's shares are around $0.004, so very cheap. Thoughts - re: investing?
I held this position years ago during COVID and eventually liquidated after watching it slowly decline as my TMC holding grew. Only sold for about a 15% loss, but it has piqued my interest again now with the AI race heating up and resulting excess demand for their products. I can only assume this will help the company start enjoying a positive profit margin again? This is giving ASX buy vibes - the last early semiconductors play I made back in April during Trump's Liberation Day debacle after perceiving it as a deep discount hidden gem. This one would be the jackpot if it ends up successfully turning course when taking into consideration that insane dividend. Best of luck y'all - I feel like you could be onto something here... I will observe a little longer before making my own decision.
Im only investing in the ASX right now. Staying clear of US stocks
Bro is a slow burner but promising. I bought at 34p 3401 shares. Already up 24% since I bought. A good bet. Update dated 8 April 2026: Q1 2026 Project Update Β Tungsten West (AIM:TUN), the mining company focused on restarting production at the Hemerdon tungsten and tin mine ("Hemerdon" or the "Project") in Devon, UK, is pleased to provide an update on its Project development activities during the first quarter of 2026 ("Q1 2026"). Β Highlights Β·Β Β Β Β Market conditions have further strengthened Project economics. Β·Β Β Β Β Targeting first phase re-start of fines gravity processing in Q3 2026. Β·Β Β Β Β Cross site Project works continue to accelerate towards the commencement of full plant commissioning from Q1 2027, including: oΒ Β Final appointment of remaining major sub-contractors oΒ Β Commencement of preparatory earthworks for the Mineral Processing Facility ("MPF") and the Mine Waste Facility ("MWF"); and oΒ Β Recruitment of Chief Operating Officer and other key senior leadership roles. Β·Β Β Β Β Agreement reached over the termination of the Hargreaves Services plc mining services agreement. Β·Β Β Β Β Mining equipment finance package concluded for Β£22.3 million with McHale Komatsu, the Komatsu equipment supplier in the UK. Β·Β Β Β Β Well advanced final stage due diligence on the remaining project debt package of up to US$85.0 million, including a US$25.0 million first tranche funding tailored to the Project schedule. Β·Β Β Β Β As at the end of the Company's financial year ending 31 March 2026, the unaudited financial highlights include cash reserves of Β£25.5 million, and tungsten sales revenue of Β£0.6 million.Β Β Jeff Court, CEO ofΒ **Tungsten West, commented:** Β "We are rapidly bringing Hemerdon back into production to address the ever-increasing supply gap for strategic tungsten concentrate. The Project's advancement is going well across all fronts, with first phase production targeted in Q3 2026.Β Looking further ahead, the Company is in a strong position to commission the new build crushing, screening and ore sorting facilities in Q1 2027. Β "We welcome the appointment of further leadership roles to Tungsten West, including our newly appointed Chief Operating Officer, Ron Day, who brings extensive international mining experience.Β In addition to this, we have also appointed a number of senior roles that bring extensive international and UK experience to the Company, covering processing, mining, maintenance and ESG. This team brings a strong blend of global best practice, alongside prior Hemerdon operating experience. Β "We also welcome the very positive progress made on our debt funding package, which is well advanced in final due diligence stage and will integrate as planned into our project schedule. Additionally, the completion of the Komatsu mining equipment finance package is another important milestone. Β "I would like to extend my sincere gratitude to all our existing and new employees, shareholders and partners for the hard work, dedication and support to get us to this stage of development." Β Improved market conditions Current market conditions have remained extremely buoyant, further increasing the positive scope of the Projects economics. The Company's Feasibility Study, released on 5 August 2025, was based on the market pricing of tungsten ("APT") of US$400/metric tonne unit ("mtu") and tin at US$32,500/tonne ("t"). Β The prevailing market prices as of 31 March 2026 are now in the order of US$2,995/mtu for APT and over US$46,000/t for tin, further strengthening the Project economics. Β Due to the continuation of extremely positive market conditions, the Company's focus remains on the swift re-start of production at Hemerdon, targeting first phase re-start of fines gravity processing in Q3 2026, well in advance of the full project commissioning, targeted for Q1 2027.Β Β Acceleration of Cross Site Project Works The major sub-contractors have been appointed, and work has commenced for the refurbishment programme on the existing MPF, including early start-up of the first phase fines gravity processing. Preparatory earthworks have also commenced on the new build component of the MPF and re-commissioning preparatory civil works on the Mine Waste Facility are well advanced. Β Recruitment of Chief Operating Officer and Senior Leadership To support the restart of the Project, the Company has started to recruit the new operational team and announces that it has appointed Mr Ron Day as Chief Operating Officer. Ron brings over 35 years of global mining experience, with specialist expertise in taking projects from start-up to world class steady-state operation. Ron's recent roles include General Manager for Operations at Perenti Ltd's (ASX:PRN) African Mining Services division, covering several operating sites, including project start-up across Africa, and Project Director for Thiess in Botswana, as well as numerous project manager and operational leadership roles internationally. Additionally, key senior leaders across the business were also appointed during Q1, helping to further strengthen the Hemerdon team. These roles include: Β Β·Β Β Β Β Director of Processing: Stephen Taylor, a qualified metallurgist who has 18 years of international mineral processing experience, including most recently 13 years working at Masan High-Tech Minerals Nui Phao's world scale tungsten operation in Vietnam, where his last role was Processing Manager.Β Stephen will join Tungsten West in May 2026 following completion of his current employment notice period and is subject to the approval of a UK work visa. Β Β·Β Β Β Β Director of Maintenance: John Roberts who has 27 years of mining maintenance experience internationally and in the UK, most recently at Barrick's North Mara mine in Tanzania, and former roles as Asset Management Specialist for Perenti (ASN:PRN) in Africa and Maintenance Manager for Capital Ptd Β (LSE: CAPD).Β John has directly managed multiple mining project start-ups across Africa from major project start-up and commissioning to maintenance leadership. Β Β·Β Β Β Β Director of Mining: Henry Chalcraft, a qualified mining engineer with 22 years of international and UK mining experience, including several years working previously at Hemerdon as the Senior Mining Engineer and range of international technical postings. Β Β·Β Β Β Β Manager Environment, Social Governance (ESG): Barnaby Hudson, over 23 years in ESG with most recent roles with Imerys British Lithium as Head of Environment and Permitting, and prior experience working at Hemerdon as the Sustainability Manager and range of international and UK positions. Β Mining Services Contract Β The Company has agreed with Hargreaves Services plc ("Hargreaves") to terminate the existing mining service contract.Β As per the terms of the contract, the Company will make payments to Hargreaves of Β£3.0 million in April 2026, after which they will release security held over the mineral lease, and a further payment of Β£7.0 million by 15 May 2027.Β We remain in discussion with Hargreaves regarding future opportunities. Β With the termination of the existing mining services contract, the Company is now advancing plans to self-perform mining operations with the conclusion of a binding finance agreement with McHale Komatsu (the Komatsu mining equipment supplier in the UK) for Β£22.3 million of mining equipment, with first deliveries expected in April 2026 and major mining fleet commissioning at site from August 2026. Β Project Funding Update Β In addition to the Project acceleration, debt funding is well advanced. Β Final stage due diligence by an internationally recognised due diligence firm appointed in respect of the debt package of up to US$85 million ("Facility") is now being completed, with delivery of the due diligence report expected during April 2026. Definitive documentation for the Facility is concurrently being negotiated with the Lenders. Β Subject to the above, a major existing prominent shareholder has indicated willingness to fund the first tranche of US$25 million of the Facility, should the Facility not be concluded at this time, which is expected to be drawn prior to the end May 2026. This first tranche of US$25 million would then fully fund the project up to the first phase fines gravity re-commissioning operations in Q3 2026. Β As at the end of the Company's financial year ending 31 March 2026, Tungsten West reports unaudited cash reserves (excluding restoration funds held in escrow) of Β£25.5 million, and unaudited revenue from tungsten sales of Β£0.6 million.Β
Not because its OTC, because its primary listing is Australia. Canadian/TSX listed ones don't get the fee, not sure why. But London/LSE and Australia/ASX listed ones do.
I think Australia is pretty much aligned with current US policies in terms of tungsten supply chain diversification. There are a couple of large tungsten deposits potentially coming onstream in Oz - both owned by Tungsten Mining (ASX : TGN). Large deposits in easy-to-access geographies. Well worth a look.
Yeah, ASX follows you guys very closely, but with a mining-heavy twist
If you are moving towards growth, BGBL or IVV are both solid for diversifying away from the ASX concentration. Since RIO/TLS are already \~47% of your portfolio, adding more tickers like QAU might just clutter the portfolio without providing significant risk-adjusted benefit. Focusing your $1000 on DHHF or BGBL to smooth out that idiosyncratic risk seems more robust. On the TWR point -- it is less about dollar gains and more about understanding if your active picks (RIO/TLS) are actually generating alpha over a simple total market index after accounting for the timing of your DRPs.
Judging from ASX:EOS performance, no, most people don't know that (and I love them for it).
Youβd think so but the ASX (Aussie) is widely green, including oil
Iβm just going to ignore the fact that youβre asking this question like the US market is the only one that exists. Asia is trading right now. Nikkei, Hang Seng, ASX are all live. Middle East exchanges trade on Sundays. Tadawul, Tel Aviv, Dubai. Forex never closes. Crypto never closes. E-mini S&P futures on Globex open Sunday 6PM ET. European pre-market is pricing in moves hours before NY wakes up. CME oil futures are already reacting. Gold and bonds caught the safe haven bid on Fridayβs fear and now reverse on Sundayβs de-escalation. Two moves, two trades, same weekend. Volatility spiked on the escalation, so whoever sold premium into that panic on Friday profits massively on the IV crush Monday. VIX products like UVXY and VXX get obliterated on a gap-up open. Whoever shorted vol over the weekend prints. Credit default swaps on defense, energy, and sovereign debt were repricing OTC in real time all weekend. You escalate on Friday after close, let the fear cook all weekend, let every retail trader panic-set their Monday morning orders. Every stop-loss and limit order sitting on the book is visible to market makers. They know exactly where the liquidity is before the bell even rings. Then you leak a de-escalation on Sunday so the algos can scrape the headline and reprice futures in milliseconds while the smart money front-runs the entire move across every open exchange before US retail even wakes up. The people who move markets donβt need the NYSE bell. They have futures, overseas desks, Globex access, headline-scanning algos, OTC desks, FX desks repricing every USD pair in real time, and dark pool positioning before you even open your brokerage app. You donβt.ββββββββββββββββ
I made 200% buying GME on the ASX in 2021 because I know dummies would buy it thinking it was Gamestop. And thats exactly what happened
My second stock ever was $500 into LKE on the ASX at the height of the lithium boom early 2021. Bought in at 16c and it went up to $2 a year later. Didnβt cash out (not sure what the hell I was waiting for) and saw it ride down until I cashed out at 40c. Still well over 100% profit but yeahβ¦
lol that was the deadest of dead cat bounces. ASX already turned the other way
ranking of the worst stock exchanges: 1. ASX -australia 2. BM -spain 3. DAX - germany
DroneShield (ASX: DRO) has big things going on. I'm not a drone guy, but if I was I'd be looking to enter next week (hopefully avoiding spurious headline rallies). My old love Electro Optical (ASX: EOS) is taking a battering from Iran wind-down rumours - not sure where those are coming from... - but it's approaching under-value according to its backlog, and the future applications of astronautical lasers speak for themselves. I'm looking to re-enter under $8. Fjord Defence Group (OSLO: DFENS) price action continues to bore my ever-loving tits off, but it did get a $1,000,000 repeat order for vehicle mounts from 'a NATO country' (I strongly suspect Germany). Repeat orders are the bread-and-butter of fledgling defence firms. I'm confident this one's going places. It seems to have dodged a recent crash in North European defence prices, remaining neck-and-neck with local giant Kongsberg.
For once being on the ASX is a plus. If shit goes sideways and an attack happens Iβm selling my energy Monday before Taco fucks it.
AT4 on ASX is worth a look for both Tungsten and Antimony.
Yes on ASX. Have been tracking the OTC price and volumes are still light and some small trades look to have been done at large premiums to ASX price. So until US volumes pick up (that is reason for uplisting I believe) do check the ASX price as a reference. Also do like EQ, couple of Oz brokers covering it now with supportive research, Production and Cash flow explains the premium to TGN, but gap looks very large. If Tungsten prices stay 'higher for longer' which more commentators are starting to believe will be the case, then suggests more leverage/upside in TGN longer term.
Interesting. When I say VOO for me I really mean IHVV on the ASX - which means as an Aussie I'm hedged against exchange rate but it otherwise reflects S&P 500. I've been wrecked by the AUD USD before so hedged ETF makes me sleep better. Aus is one of the few places currently raising interest rates pretty intensely, so it looks like AUD ain't going down for a while.
In order of tungsten mining that I'm aware of. ALM just started TUNGF projected later this year. TGNMF : I think they are doing initial mining in May. So if that goes well.... Say Q4 this year they start? My guess ASX: Yet to find a solid date. I'll just say of the 4 I listed this mines the latest
Based on the ASX today.. yah, seems like your time to shine today.
*looks at ASX* ...mmm. Not looking like it.
ASX:EOS offering another tempting entry. I don't think it's done dropping (how many more contracts can they have in the tank?) but it can definitely add 30-40% with new catalysts.
Just hit 300% on my EOS:ASX.
ASX drilling, not looking good for Nikkei and Kopsi.
There donβt seem to be many pure-play helium companies available to invest in outside of the big industrial gas majors. A few smaller listed ones that look interesting: Helix Exploration (AIM: HEX / OTCQB: HHEXF) - Recently started producing helium from its Rudyard project in Montana (first production announced late Feb 2026). Currently producing from three wells and in discussions around off-take agreements. The company previously indicated roughly \~$4m revenue per well annually at earlier helium prices, with plans to drill additional wells this year. Pulsar Helium (AIM: PLSR / TSXV: PLSR) - Developing the Topaz project in Minnesota, where drilling has reported very high helium concentrations (\~7β8%), which is unusually high. Still pre-production but moving through appraisal and development. Blue Star Helium (ASX: BNL / OTCQB: BSNLF) - Developing helium projects in Colorado, mainly the Galactica-Pegasus project. Working toward first commercial production and partnered with Helium One on development. Anyone aware of other companies worth researching in this space?
I'm in precious metals and mining, normally everything balances out no matter how uncertain things get. Every time everyone else has crashed I've gone up. It was already a very bad day today on my ASX portfolio.
ASX, Nikkei and Kopsi all down, Brent crude at $116 per barrel. Fun times :/
ASX down 3.5% - so far
10 months of ASX gains erased in a day. Nice one
ASX is getting fucked atm, good luck US regards
Bro. ASX200 has shed 3% already
ASX:OOO Crude oil futures ETF just opened with a 32% gap up lmao
Aud has been holding while ASX has tanked. I belive AUD could fall to 68 cents this week
$ASX. ASE technology is a diversified outsourced semiconductor packaging and testing company that shares a lot of customers with TSMC. Semiconductor packaging is getting more and more important and specialized as architectures move towards chiplets and SOCs with co-packaged memory. They do both high end semiconductor packaging and standard stuff used for things like cars and whatnot, and they are also set to benefit from the co-packaged optics industry. They both benefit from the AI hype cycle but aren't set to go bankrupt if the bubble pops. I have been buying since it was like $6 a share.
Other notes: Woodside's main listing is the ASX (Australian Stock Exchange), however it is dual-listed on the NYSE. It has significant trading volume on both exchanges. Over the last 12 months, an average of $3 million USD of stock trades daily on the NYSE and $80 million USD trades daily on the ASX). Exchanges over the past week naturally faced about double the average daily volume from Market-Cap: $40 billion USD It is up 20% in the last month; reaching its 12-month analyst consensus price target. However, few analysts have taken in the possibility of crude oil remaining at its current levels for any extended period of time.
DRO:ASX has been the goat over the past few years. Still a small cap company but an excellent C-UAS play. The only pure drone defence listed company in the world
As an excited $DTREF investor that got in at $0.053 a share, even I think your 50x projection is a bit of fantasy. However, the Strontium mine project, the recent acquisition of the Music Valley heavy REEs property and move up to listing on the ASX 300 are three other major catalysts that will rapidly propel the companyβs stock starting in April and continuing for some time to come. I can see >25x growth from the current price within 3 years. Iβll gladly accept that!
Iβm Australian, our superannuation funds combined are the 4th largest and fastest growing in the world and heading towards being the second largest within 10 years as our superannuation contribution system is tax advantaged and compulsory for every employee. It's currently worth $4.5 trillion, something like 150% of GDP, the largest Australian super fund is something like 17th in the world. All that capital has to go somewhere and these super funds sure as hell arenβt putting it all into the ASX.
Yeah, coincides with my market (ASX) closing so I get to watch and hope it crawls back up.
$DTREF Dateline Resources Uncovers New Gold Extensions at Colosseum ... Dateline Resources (ASX: DTR) is aggressively expanding its US critical minerals portfolio in March 2026, launching exploration at the newly acquired Music Valley Heavy Rare Earths (HREE) Project in California and advancing the Colosseum Gold/REE project. Recent highlights include a $35M capital raise, high-grade gold intercepts, and initiated helicopter-borne surveys. Music Valley HREE Acquisition: Acquired 57 claims (1,140 acres) in Riverside County, CA, with exploration (geophysics, mapping) commencing immediately to target heavy rare earths. Colosseum Project Activity: Continued drilling at the Colosseum mine (San Bernardino County), with, for example, drill hole RC25-020 returning 85.34 m 8 5 . 3 4 m @ 1.33 g/t 1 . 3 3 g / t Au. The project is advancing toward a Bankable Feasibility Study (BFS). Corporate Finance: Completed a A$35 million institutional placement to fund drilling and development. Leadership: The company is focusing on fast-tracking development to address the US need for domestic heavy rare earths
Dateline Resources (ASX: DTR) is aggressively expanding its US critical minerals portfolio in March 2026, launching exploration at the newly acquired Music Valley Heavy Rare Earths (HREE) Project in California and advancing the Colosseum Gold/REE project. Recent highlights include a $35M capital raise, high-grade gold intercepts, and initiated helicopter-borne surveys.
Yep. The first is what made MOBX pop, as the Iran special military operation has focused attention on the US's narrow stockpiles. The second are mentioned in multiple NATO countries' 2025-6 defence reviews and the US used them for the first time yesterday. Directed energy CUAS is also mentioned in multiple NATO countries' defence reviews, was successfully deployed by Israel yesterday (the laser gun), and led to one of my best stock picks of last year (ASX:EOS, which ran up over 100% twice)
Supplies to make those missiles, strategic metals like Antimony and Tungsten. China applied expert restrictions on these critical minerals almost a year ago and western supply/backlog has dried up. Google tungsten prices over the past year to see it increase >500% over the period. EQR.ASX is the only major western producer and is a major beneficiary of this. Some say Tungsten price has peaked, some say it'll go much higher. Antimony has been flat but is starting to pick up.
Highest-conviction pick is PLSR. Insane quantities of helium, including the ultra-rare helium-3 (vital for cryogenics, which is foundational to most next-gen space, computing, transport, and engineering technology). Second-highest is ASX:EOS. It's doubled my investment twice. Long-term play for counter-drone warfare, directed energy weapons, autonomous firing platforms, and astronautical laser technology. Third-highest is LSE:HUI. Green hydrogen has the highest CAGR of any industry on Earth right now, and HUI has taken a novel approach to obtaining it (partnering with Middle Eastern petrochemical and construction giants to break down their refuse). Still early days, but all necessary licenses are secured an one lunch with a Saudi Aramco exec's cousin will send it stratospheric.
ASX is only down a small margin and NZX is already recovering. Good sign for the rest of the world markets later on π€Β
\-7.3% down this month, 22% up YTD, and 78% up since last June (when I first took stocks seriously). I used to take small positions in runners (e.g. IXHL, BTAI), but they were inconsistent and needed too much attention. Now I build big positions in stocks with legs (e.g. PLSR, SLS, ABOS, ASX:EOS, LSE:HUI). Had three losses. One (PLBY) was just daft; initial lateness made me hungry for bigger gains, so +20% turned into -5% (and dropping). A second (INTS) required risky dip-buying to return to profit. I took the profit percentage to buy more when it's diluted, but am determined to *never* leave that stock.