ASX

thenorthernwhiteboy

ASX cannot stop pumping

fomoandyoloandnogrow

In Asia, markets mostly turned lower after giving up gains from earlier in the session. **South Korea’s Kospi plunged over 5%, while the small-cap Kosdaq fell 1.98%. Japan’s benchmark** [**Nikkei 225**](https://www.cnbc.com/quotes/.N225?view=story) **lost 1.57%, while the Topix declined 0.52%**. Australia’s [S&P/ASX 200](https://www.cnbc.com/quotes/.AXJO?view=story) lost 0.35%. Mainland China’s CSI 300 was down 0.64% while Hong Kong’s [Hang Seng Index](https://www.cnbc.com/quotes/.HSI?view=story) edged 0.91% higher.

SetRestart

You don't have to buy whole shares this isn't the ASX. Fraction shares exist.

Beautiful_Rub_141

Part of my portfolio is in **ASX:** **CRED.** The main reason? It pays out monthly. This scratches the itch to go in and make stupid moves because there is no cash hitting the account regularly. For me it's more of a mental thing than a return thing. There's other things to attempt to achieve that.

wellfelchmedead

ASX:PR1 bro easy

friendlyfredditor

They matter a lot more in markets that don't rely on capital growth and speculation as much. ASX listed companies have a significant portion of their return come as distributions so if there's no profits to distribute no one is gonna buy them. But much smaller market dominated by a few large companies. For example BHP lost some ground to foreign mining companies a couple weeks ago and the *entire* australian market shrunk.

TreGet234

The ASX 200 offers a historically strong dividend yield, typically hovering around 4.3% to 4.5% annually, making it one of the highest-yielding major equity markets in the world. 👀

tortoisepump

ASX up only 1%, must be those damn drop bers down under dragging the stonks down

ratman573

I want to see dogshit Tank Seng and ASX markets up 10% mininimum today

Hefty-Feed1400

1. The 1-for-30 Reverse Split In February 2026, management executed a massive 1-for-30 reverse split to regain NASDAQ compliance. Reverse splits are universally despised by retail because they decimate your share count. If an investor held 3,000 shares, they suddenly woke up with 100. While the stock price mechanically adjusted upward on the day of the split, it was immediately aggressively shorted back down, effectively wiping out the portfolios of anyone who bought prior to February.  2. The ASX to NASDAQ Redomiciling Incannex started as an Australian company listed on the ASX. Management pushed aggressively to redomicile to the US and list exclusively on the NASDAQ, selling the narrative that it would unlock higher valuations and institutional capital. The reality was a disaster for legacy investors. Long-time Australian retail buyers who supported the company for years were forced to migrate their shares across exchanges, only to watch the stock plummet over 80% since the NASDAQ debut. The prevailing sentiment is that management abandoned their loyal retail base to court Wall Street. 3. The Dilutive Offering "Bait-and-Switch" Just a few months ago, management announced an updated clinical development plan for IHL-42X. Usually, clinical updates are bullish. However, management attached a private placement stock offering to the news, pricing it at $5.00—significantly below the previous closing price. The stock plummeted 35% in a single day. Management essentially diluted the stock at a severe discount to secure that $75 million cash runway, heavily punishing existing shareholders in the process. Key insight: You have to separate the company's current balance sheet from the investors' cost basis. Stocktwits is filled with people who bought at pre-split equivalents of $15, $30, or $50. They need a miracle just to break even. The micro-cap setup we discussed earlier is purely from the perspective of entering today at current prices. Management engineered a phenomenal financial runway to get their drug through Phase 2, but they paid for it using the legacy shareholders' money. Based on the latest SEC filings and ownership data, management absolutely has skin in the game. Despite the brutal corporate actions that crushed legacy retail shareholders, the insiders are not bailing out. Currently, individual insiders hold approximately 12.1% of the company.

dopeonplastique

DRO ASX They’re cheap at the moment due to the ASIC investigation.

BigTLoc

Yes there are. ASX: DRO and LASR

Prior-Relative8442

Man I've been eyeing this stock for a while... Still a solid business that is growing internationally. The Americas being their biggest market, were hit hard by not performing well there. I've been to their stores here in Australia (in Sydney and Melbourne), and they were always packed and busy. Numbers are still pretty good, it's just that the expectations around LULU have been way too high given its track record. When you've historically traded at such a high multiple, you will get punished hard when your numbers aren't as good anymore... And this is what just happened to LULU. Don't confuse the stock movement with the company's economics. At face value, it's still a great company, putting out super solid numbers. I'm afraid the stock will keep dropping after these earnings. I'll definitely include it if it ever drops below $100, at 1% or 2% weight. Made plenty of $ on $APLD and ASX:MP1, so I need to redirect some of the gains towards something, LULU might be the perfect candidate.

Beginning_Web3064

Put your life savings I'm ASX: Ai1 Adisyn Graphene interconnects. They going to the moon. Company requested halting due to big announcement

Martin_Birch

AT4 (ASX) has more upside imo, plus a NASDAQ float coming in Q3.

Grouchy-Tangerine-30

Ticker: ASX: $AT4 **|** OTCQB**:** $ATALF 🔥

SuspiciousHumor7127

ASX is my only shovel company still green, rest just slightly red but holding well

NvizoN

This is kind of where I'm at with ASX. I bought back in late 2021/early 2022 and I'm up 473%. To withdraw the initial money I'd spent, I just need to sell 4 of the current 28 shares I own. But the trick is: do you do that, or keep it running? And I think a lot of people struggling answering that question, especially in the current tech market.

SuspiciousHumor7127

ASX!

InfluenceSome4762

ASX

InfluenceSome4762

ASX I have a holding of RML shares and I am confident that they will be a stellar success in the very near future.

aa73gc

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%

MybobbyB

Voila un peu plus clair La solution officielle choisie : Le mécanisme ADR (1 pour 200) ​Plutôt que de faire un reverse split direct sur ses actions ordinaires cotées en Australie (ASX), Resolution Minerals a annoncé le lancement officiel d'un programme d'ADR de Niveau 1 (American Depositary Receipt). ​Le communiqué officiel stipule un ratio très clair : ​Chaque ADR sur le Nasdaq représentera l'équivalent de 200 actions ordinaires (ratio 1:200). ​Comment ça marche ? L'entreprise "paquiquette" 200 actions australiennes pour créer une seule action "ADR" négociable en dollars aux États-Unis. ​L'effet sur le prix : Cela permet de multiplier artificiellement le prix affiché sur le Nasdaq par 200. Si l'action vaut par exemple 0,05 $ en Australie, l'ADR s'affichera à 10,00 $ sur le Nasdaq, ce qui lui permet de franchir haut la main le minimum requis de 4,00 $ sans toucher à la structure de l'action de base.

MybobbyB

Jetais sur nova mineral depuis 2024 y a lgt cetait la même histoire. Non jachete sur l ASX

MybobbyB

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

MybobbyB

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 sociétés aistraliennes l ont eu, fin du game ;) ME BALANCÉ pas d autres player Resolution Minerals (ASX: RML) : Elle détient officiellement le statut FAST-41. L'annonce est tombée récemment (avril 2026) : son projet phare Antimony Ridge (intégré au projet Horse Heaven) a été sélectionné sous la couverture FAST-41 Transparency. C'est l'une des trois seules entreprises cotées sur l'ASX à avoir décroché ce statut d'État américain. Cela sécurise une visibilité maximale pour son obtention de permis à court terme.

Martin_Birch

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.

MybobbyB

RML sur l ASX RLMF sur OTC Nasdaq avec ADR on attend lol

MybobbyB

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 été 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 entré a 0.07$AU et warrants 0,1 on est a 0,051AU cad 20% de discount! Classic apres une AK ;) bien sur je charge a ces niveaux mais j attend nasdaq Ces institutionnels ne rentrent jamais pour du court terme, ils rentrent apres enorme étude de la société avec des assurances derriere que la société va aller au bout cad miner national producteur US Comme indiqué RML a le potentiel et tous les catalysors internes externes pour s aligner avec PPTA Pour info en aout 2025 elle avait’recu une offee de 225M$US bien sur le ceo a reffusé, ca valeur intrinseque est la même que PPTA Rml a declanché pour 2026 ses plus gros forages historiques sur l OR et le Tungsten/Antimony

SetRestart

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

Tosslebugmy

If you’re 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.

fungoodtrade

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

GaetanoG369

$SI shoulder innovations But for evil $EOS.ASX There’s also $ASPI , evil adjacent but not inherently evil

Istiaque_Zaman

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.

Choice_Run1329

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.

Clear_Judge5062

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

South-Priority-9978

ASX is going to hit 50 soon

MalfeasantSeven

My dearest ASX, please keep pumpin’

crunchwrapsupreme4

advanced packaging next up, AMKR and ASX are ripping

Material-Wallaby-587

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.

Interesting-Hunt-397

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..

crunchwrapsupreme4

ASX losing its damn mind after hours

Independent_Name_601

You trading ASX? That’s exactly how the Aussie market has been this week.

Vincenzo002

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.

Academic_War_6778

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.

wballz

Space: RKLB & MDA Biotech: DRTS & SLS & 4DX (ASX) Rare earths: LYC (ASX) Inflation hedge: GLD

melville48

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.

MrMathamagician

This is close to where my mindset/portfolio is at. +ASX - META

nuckme

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.

Moz_DH98

No, it isn't. ASX (Australian stock exchange) is currently around 3.3T by itself.

Not69Batman

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.

Not69Batman

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%).

MybobbyB

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 évaluée, la plus sous évaluée de l ASX Maintenant a débloqué les verrous :)

davememphis

Check out WRXLF on the OTCQB. Just cross listed from the ASX. Huge Project at the historic Keystone Mine in Pershing County NV.

MajesticBread9147

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.

crunchwrapsupreme4

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.

grandfatherdog

My smaller semi plays STM, VIAV, and ASX are the first good thing I've done for my port this year

Historical_Stage2622

$ASX thoughts?

CircaCicero

ASX:RML. Buy shares, get in now before their dual listing on Nasdaq

theonlynateindenver

ASX

Historical_Stage2622

ASX next

Historical_Stage2622

$ASX gonna pamp

te7037

$AMKR $MXL $ASX $POET $SIVE Watch these stocks.

redditerman414

ASE Technology Holding Co., Ltd. (ASX) is also benefiting from all of this

Next-Customer-9613

VM thoughts on KGL resources on the ASX exchange

borkdpasito

There were unconfirmed reports of US jets over Iran. Think it was fake news. I sold some ASX oil stocks

No_Arm_6582

Excellent trading bro, congrats. I took the ride with MACOM, GLW & ASX in that order of fund allocation. I’m a VT and chill man at heart so nothing too exciting, still excellent picks

volckerwasright

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

borkdpasito

Let’s go Most of my oil money in the ASX so I actually get to enjoy the pump before 🥭 says some bs before US open

AviationAustralia

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.

CougarsWings

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/)

AviationAustralia

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?

Wonderful_Act_6681

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.

JediRebel79

Im only investing in the ASX right now. Staying clear of US stocks

te7037

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   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").   Highlights ·    Market conditions have further strengthened Project economics. ·    Targeting first phase re-start of fines gravity processing in Q3 2026. ·    Cross site Project works continue to accelerate towards the commencement of full plant commissioning from Q1 2027, including: o  Final appointment of remaining major sub-contractors o  Commencement of preparatory earthworks for the Mineral Processing Facility ("MPF") and the Mine Waste Facility ("MWF"); and o  Recruitment of Chief Operating Officer and other key senior leadership roles. ·    Agreement reached over the termination of the Hargreaves Services plc mining services agreement. ·    Mining equipment finance package concluded for £22.3 million with McHale Komatsu, the Komatsu equipment supplier in the UK. ·    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. ·    As at the end of the Company's financial year ending 31 March 2026, the unaudited financial highlights include cash reserves of £25.5 million, and tungsten sales revenue of £0.6 million.    Jeff Court, CEO of **Tungsten West, commented:**   "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.  Looking further ahead, the Company is in a strong position to commission the new build crushing, screening and ore sorting facilities in Q1 2027.   "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.  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.   "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.   "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."   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").  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.   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.    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.   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:   ·    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.  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.   ·    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  (LSE: CAPD).  John has directly managed multiple mining project start-ups across Africa from major project start-up and commissioning to maintenance leadership.   ·    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.   ·    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.   Mining Services Contract   The Company has agreed with Hargreaves Services plc ("Hargreaves") to terminate the existing mining service contract.  As per the terms of the contract, the Company will make payments to Hargreaves of £3.0 million in April 2026, after which they will release security held over the mineral lease, and a further payment of £7.0 million by 15 May 2027. We remain in discussion with Hargreaves regarding future opportunities.   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 £22.3 million of mining equipment, with first deliveries expected in April 2026 and major mining fleet commissioning at site from August 2026.   Project Funding Update   In addition to the Project acceleration, debt funding is well advanced.   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.   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.   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 £25.5 million, and unaudited revenue from tungsten sales of £0.6 million. 

DethFade

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.

FrankieFar

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.

-TrueFacts-

Yeah, ASX follows you guys very closely, but with a mining-heavy twist

Jealous_Bookkeeper20

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.

Orange_Codex

Judging from ASX:EOS performance, no, most people don't know that (and I love them for it).

Superest22

You’d think so but the ASX (Aussie) is widely green, including oil

ClarkNova80

I’m just going to ignore the fact that you’re 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 Friday’s fear and now reverse on Sunday’s 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 don’t 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 don’t.​​​​​​​​​​​​​​​​

staywoakes1

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

ClearEconomics5062

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. Didn’t 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 yeah…

Mr-Lungu

lol that was the deadest of dead cat bounces. ASX already turned the other way

Mr-Lungu

ASX is down 1.4%

kaapooj

ranking of the worst stock exchanges: 1. ASX -australia 2. BM -spain 3. DAX - germany

Orange_Codex

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.

Superest22

For once being on the ASX is a plus. If shit goes sideways and an attack happens I’m selling my energy Monday before Taco fucks it.

Martin_Birch

AT4 on ASX is worth a look for both Tungsten and Antimony.

Real_CleanTech2050

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.

-TrueFacts-

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.

9PewPewPew9

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

Delamoor

Based on the ASX today.. yah, seems like your time to shine today.

Delamoor

*looks at ASX* ...mmm. Not looking like it.

Orange_Codex

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.

Orange_Codex

Just hit 300% on my EOS:ASX.

tika_dengu

ASX drilling, not looking good for Nikkei and Kopsi.

Claret_Lemon

There don’t 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 (\~7–8%), 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?

Delamoor

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.