Reddit Posts
$GMEX β 36% SI on float, ~$1.5M market cap, AI robotics pivot with fresh revenue catalyst. AIIO playbook.
Anson Resources ASN +56% on this crazy news > POSCO valid the mining lithium build in US > ASN goβto 1$
NEWS - POSCO valid build mine Lithium For Anson Resources ASN + 7M$ for ASN ! Analist give ASN now 0,4$
Anson Resources ASN Defense US DOD support ! Under radars better to be in the train ! ASN ll go 2$ ! Best player lithium US
Lithium +200% si 2025 - Bullrun start > ASN selectioned by DOD Defense US > target analists 0,4$ Anson ll go 2$ 2027
Call your mums - Anson Resources ASN at Washington DC with EXIM DOD & DOE US - Lithium stock 1$AU arrive
Anson Resources ASN ANSNF news Jorc massive +600%
Anson Resources ASN ANSNF NEWS - JORC +680% Lithium US
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
$14,811 in premiums collected yesterday.
Which miners juniors have the strongest potential ? RML NVA ASN
Next giant in US for Tungsten/Antimony RML
Helium moonshot pure-play - Blue Star Helium (BNL / BSNLF)
High-Quality Earnings Are Gaining Attention
Earnings Consistency Is Starting To Matter Again
Deep Yellow - The golden candle on the uranium cake?
Precious Metals Rally While the Rest of the Market Remains Volatile
Resolution Minerals RML the mining US & AU under radars yet but 2026 ll be bull for them - Big news today 860g/t ag + Antimony anomaly !!
Resolution Minerals RML the mining US & AU under radars yet but 2026 ll be bull for them - Big news today 860g/t ag + Antimony anomaly !!
News NOVA MINERALS NVA 360g/t of GOLD ! Beat this record ! miners US combo Critical Minerals ll be the CHAMPIONS of 2026/27
The Uranium ETF Rebalance: A Good Opportunity for Small Cap Investors
Overview of Locksley Resources Limited
Copper Quest Partners with ExploreTech for AI-Driven Resource Exploration and Development
Nova Minerals next CHAMPION 380$ LONG TERME - News UE deal with Australia for critical minerals
(AU) AngloGold Ashanti Q3 2025 Earnings Call | Live Transcript at 12:30pm ET
Locksley Resources Limited (ASX: $LKY; OTCQX: $LKYRF) due diligence
A guy ask me WHY i buy and love Nova Minerals ? Easy
A guy ask me WHY i buy and love Nova Minerals ? Easy
A guy ask me WHY i buy and love Nova Minerals NVA ? Easy
A guy Ask me WHY i buy NVA Nova Minerals ? Easy
TRUMP Tarifs 100% and China Critical minerals > NVA nova minerals next baggerx33 431$ - SELL RR BUY NVA
$NXE Goes Global with a CA$1B+ Dual Raise π
Crazy news, Nova Minerals NVA win 43M$ from US Defense gov
Nova Minerals NVA win 43M$ from US gov Defense
$SPMEF: The $32m Standing in the Way of a Multi-Billion $ Miner
Hard Drive vs. Gold Industry
Bonne nouvelle Nova Minerals en Alaska investit 1,25M$ en AU
Pre-Market Gainers and Losers for Today (September 4, 2025) π π
Pre-Market Gainers and Losers for Today (August 22, 2025) π π
OTCMKTS FDCT FDCTECH Inc is Building the Future of Trading & Payments
OTCMKTS FDCT FDCTECH Inc is Building the Future of Trading & Payments
OTCMKTS: FDCT An OTC to add to your watchlist, Due Diligence breakdown.
PGEN was the first step. Now TLX.
I think an MP-lite run is coming for the rest of the critical minerals industry.
AEM Agnico Eagle Mines stocks, gold
Immuron (NASDAQ: IMRN) β The Most Asymmetric Biotech Since 1796?
ACHR Valuation Is Starting to Make More Sense (Finally)
$ZENA news - presenting at 3 upcoming conferences
EQUATORIAL RESOURCES - 10M STOCK WITH A BILLION DOLLAR CLAIM
EQUATORIAL RESOURCES - 10M STOCK WITH A BILLION $ CLAIM
EQUATORIAL RESOURCES - 10M STOCK WITH A BILLION DOLLAR CLAIM
Equatorial Resources - Billion dollar claim for a penny stock
Has anyone got any AU or CA junior gold mining stock recommendations?
Has anyone got some AU or CA gold mining stock recommendations?
"Negative feedback loop" caused by Pres. Trump's tariffs threatening to set off recession "and fast."
Who Is Ed Emerson? British Goldman Sachs Top Commodities Trader Is Retiring After Making $100 Million In 3 Years
$TCO comparing the gold and copper grades of one company, with depth, to other companies
Where should I save my money to grow my cash position?
Critical Infrastructure Technologies: A Communications Solution For Disasters, Defence, Mining And More Prepares To Break Into The Big Time (CSE: CTTT, OTC: CITLF)
Critical Infrastructure Technologies ready to support with communications solution for disasters, defence, mining and more (CSE: CTTT) (OTC: CITLF)
Element79 Gold Corp. (CSE:ELEM, OTC:ELMGF) Heading Into Production Within 12 Months
2023-03-29 Wrinkle Brain Plays - In the style of Wednesday Addams
Laurion Mineral Exploration LME LMEFF - A Buffett Worthy Investment
AngloGold plunges after 2022 profit falls; cuts 2023 production guidance (NYSE:AU)
People ask why Tesla trades at a higher PE than legacy auto
$TMZ NSW Australian Government Awards Thomson a Critical Minerals Grant
Latin Metals (TSXV: LMS) (OTCQB: LMSQF): A Junior Mining Company Ready for the Precious Metals, Copper and Lithium Boom $LMS
Latin Metals (TSXV: LMS) (OTCQB: LMSQF): Overview DD
I was correct about predicting inflation peaking and market bottom in June. Now I think there are 3 threats to economy and markets.
Stake AU rolls out US Stock Lending, DEFAULTING to Opt In. Absolutely buries risk in the footer. Hedgies r fuk?
The Summer Blackout Squeezeplay - $POLA : on FINTEL Short Squeeze list, SMALL FLOAT, reported earning on May 16, 2022, gross profit increased by 1660%, Squeezed from $4 to $30++ last year, summer blackouts on the way, POLA provides backup power solutions.
Last Call: Due to the worldwide energy transition aims some ressources stocks are unstoppable- areβnt they?
DD Upside Call on $AU Anglogold Ashanti prior to earnings
Undervalued Lithium Stock with 3x - 6x potential
Many reasons why this is one of the most interesting stocks in the energy sector:
So many reasons why this could be one of the biggest energy players in the future:
5 Top Weekly TSX Performers: Entree and Turquoise Hill Up After Oyu Tolgoi News
Stocks In the News: L&T, Kotak Mahindra Bank, Dr Reddyβs and others
ROX.v/CSRNF - Canstar Resources Inc. Acquires Hemitage Property. 0.26/.20
Mentions
Je suis long absolument comme les 2 hedjes australiens rentrΓ©s. RML a obtenu le FAST41 est prevoit le debut de la productikn Antimony/Tungsten avec Johnson Creek mid 2027 Nasdaq > intro a 70/90M$US on va dire car la elle est a 100M$AU Ce qui lui manque JORC, validation net des resources. Et pour ceux qui cherchent vous allez adorer, RML est collΓ© a qui ? Lol PPTA !! ET OUI les amis c est comme si vous achetiez un terrain coller au mien pour la mΓͺme riviere qui coule sous mes pieds sauf que mon terrain vaut 3/5 B$ et le votre encore 100M$ Donc oui je suis long et vise 2027/28 4/5B$ avec une production en place 2026 je vise > re rating 300/400M$US Direct tres court terme > subventions DOD Exim etc > fin 2026 1 a 2B$US En fait des quelles aura permit et JORC, 2/3 baleines vont ma securiser a 2/3B$ comme PPTA Elle n a pas d usine a construire n oubliez pas
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
Because you seem learning disabled here's some help:Β Direct quote from Mike Haley, Autodesk's Senior VP of Research, at AU2025: > "They're learning from 3D design, they're learning from geometry, they're learning from shapes that people typically create, components that people typically use" He said Neural CAD models are trained on "a combination of synthetic data and customer data." Their chief scientist Daron Green separately described commissioning designers to create "gold standard" annotated training data on top of that.
Excel and Outlook are literally the backbone of every enterprise and finance world and I donβt see this changing even with AU
The [AU/AG ratio](https://charts.goldprice.org/charts/gold_all_data_silver_x.png) has ranged from 40 to 120 over the past 40 years. There's perhaps a central tendency around 70, but its deviated above and below for periods of as long as 7-10 years, so its not a great timing signal for returns to the mean.
I stand corrected. Though they are among the most expensive in the world, about twice as much as major European carriers. * Rogers 5G+ Lite: 60 CAD + tax / month * Bell Lite: 60 CAD + tax / month * Telus 5G standard: 60 CAD + tax / month Europe: * Orange (FR) 120 Go: β¬20.99 incl. tax * Movistar (ES) MΓ³vil 50 GB: β¬20 incl. tax * Vodafone (UK) 50GB Red: Β£21 incl. tax * O2 (DE) Mobile Unlimited on Demand Flex: β¬22.49 incl. tax * T-Mobile (PL): Internet bez limitu: PLN 85 incl. tax * Telstra (AU) Basic: AUD 74
AEM and AU puts have been my bread and butter lately. AGI has also been decent.
Yea saying AU is replacing juniors is not fair. Tecy companies look for any reason to replace juniors and AI is the latest excuse.
i wrote that while on the toilet :) so many soelling errors. AU will start making those to improve stealth :)
Gold miners' #1 operating cost expenditure by far is fuel (65-75%). Puts on AEM, AU, AGI, etc. is literally free money. These guys are fucked.
- SaaS is paying for the party and at the same time a SaaSocakypse is happening. Who will be paying for it if those companies cannot afford it? - Current buildouts are taking for granted that the demand will remain strong no matter what, which is not a sure thin. AU models can be improved and require less compute and/or memory.
Dude... mortgage in AU, really? Sell it, move to Malaysia and do what you do now, forget AU taxes. At 23 it is a gift you can't really comprehend.
I know A LOT of people who are struggling immensely in this economy. One of the first things they stopped doing was maintaining their medical card and even buying medical marijuana in general. Majority of the users I know are young millennials or older who are working professionals and use it for anxiety, sleep issues, or pain and it's something they can "do without" due to rising costs of everything. ' My guess is that their declining revenue is largely attributable to that. The other part would be the CBD/THC drinks. And honestly, I get it. I have my medical card but 9 times out of 10, I pop open a Keef /Onward or put some Nowadays in a soda. AU would is their golden ticket if we can ever get there.
Strong start to 2026 for GTI- results ahead of expectations, good YoY growth, and a significant sequential OpEx reduction that continues to support cash flow generation and a balance sheet ripe with opportunity. Like Q4, adult-use sales in Minnesota led the quarter along with share gains in several states as management now claims the #1 market share in Illinois, Pennsylvania, Maryland, Ohio and Minnesota. GTI repurchased 6M shares at $5.51/share during Q1, with another 7.4M shares in Q2 at $6/share, both well below the recent trading prices and the company used their buy back program very effectively. Interestingly, management took out an additional $45M in debt despite the cash generation during Q1 (cash now at $346M), and noted that there was an abundance of M&A opportunities at the moment suggesting movement ahead. Full review: **Revenue:**Β QoQ: $311.1M to $300.2M / YoY: $279.5M to $300.2M *Down sequentially but up a very strong 7.4% YoY ahead of expectations ($298M), led by Minnesota's AU launch and the 11 new store openings over the last year. Retail was up 4.7% while CPG was down 1.6%. No new stores online in Q1.* **Adjusted EBIDTA:**Β QoQ: $100.2M to $93.5M / YoY: $85.2M to $93.5M *Huge beat on consensus here ($80M), with YoY growth of 9.7% YoY- good to see. Margin comes in at 31.1%, down modestly from 32.2% in Q4 but up from 30.5% last year. Very strong relative to peers who have reported so far.* **Gross Margins:**Β QoQ 45.4% to 47.9% / YoY: 51.3% to 47.9% *Up sequentially good to see and down YoY, but note that this includes the $9.0M licensing fee paid in the quarter and would have been 50.8% in Q1 with that adjusted so closer to flat YoY. At a good level.* **Operating Expenses:**Β QoQ: $122.3M to $102.9M / YoY: $100.8M to $102.9M *Huge drop sequentially and only a modest rise YoY- good cost controls considering 11 new store openings and the Minnesota launch over the past year.* **Operational Cash Flow:**Β QoQ: $90.1M to $75.8M / YoY: $74.2M to $75.8M *Very strong cash generation and this included $8.7M in AP/Accrued liabilities paydown during the quarter. CapEx was $18.9M for FCF of $56.9M.* **Cash:**Β QoQ: $274.3M to $346.2M *Big jump to start the year as positive OCF combined with $45M in net debt taken out, well offsetting the CapEx spend and $33.3M in share repurchases. Debt stands at $289.9M and a UTP of $220.6M*
If you have a long term horizon, invest in healthcare (NVI, LLY). Itβs underperformed as a sector but will turn around. Alsoβ¦ the oil trade is alive and well because the situation in the Straight will not be resolved for months (PBR). Gold miners will do well with the sovereign debt crisis (KGC, AU).
Mixed start to 2026 for Verano- revenue was ahead of expectations during a seasonally weaker quarter but margins slipped more than expected. The business will benefit from the immediate rescheduling of medical cannabis (large exposure to medical markets like PA/FL) and ideally across all cannabis sales before year-end with full rescheduling on the table. Outside of new store openings, the asset base looks largely similar to 2025, with no new states set to come online this year and Virginia potentially in 2027 as the most near-term AU flip. Full review: **Revenue:**Β QoQ: $206.6M to $208.2M / YoY: $209.8M to $208.2M *Up slightly sequentially and down slightly YoY, but well ahead of consensus ($201). Good result considering the seasonally weak Q1, although this did include 2 new FL stores opened during the quarter.* **Adjusted EBITDA:**Β QoQ: $55.5M to $49.0M / YoY: $54.4M to $49.0M *Down 11.7% sequentially and 9.9% YoY, behind expectations of $51M. Margin drops to a multi-year low of 23.5% from 26.8% in Q3 and 25.9% last year. $3.2M in one-time costs in this figure as well.* **Gross Margins:**Β QoQ: 51.2% to 47.5% / YoY 47.5% to 47.5% *Sequential drop but flat compared to last year. At an okay level given the seasonally weaker Q1.* **Operating Expenses:**Β QoQ: $85.8M to $85.9 / YoY: $84.6M to $85.9M *Close to flat sequentially and YoY. Decent cost controls given new store openings and elevated inflation over that time.* **Operational Cash Flow:**Β QoQ: $13.8M to $18.6M / YoY: $1.8M to $18.6M *Big jump YoY as Verano no longer has a legacy income tax position to paydown ($19M paid last year) and down to zero now so modestly down when you factor that in (note this is a seperate dynamic from 280e accruals). CapEx was $14.9M with management forecasting $30-50M in 2026 CapEx spend in total.* **Cash:**Β QoQ: $82.7M to $74.0MΒ / YoY: $84.2M to $74.0M *Drop sequentially as positive OCF was offset by CapEx spend, and the net effects of a debt refinancing ($245M in new debt taken, $240M in old debt paid off, and $11m in debt issuance costs). Debt stands at $394.9M and an UTP of $391.3M.*
This is very much true for the other 2 in the top three though. Trulieve: * \~234 stores. 8 States. * \~167 (72%) are in Florida * 11 new stores opened last year * 10 of which were outside of Florida (Ohio, Arizona, Georgia). That shows a growth plan focusing on states other than Florida. So that right there, is part of your answer. * Pending Approval for Cultivation, Manufacturing, and Dist. in Texas (no stores currently). Green Thumb: * 113 Stores, 13 states (5 more than Trulieve) * 20 of these stores are in Florida and face the exact same issue that you cited for trulieve * 11 are in Nevada, which faces a much worse issue than Florida due to the massive drop in Vegas tourism * 6-7 are in Massachusetts. Mass. has a new bill which increases the number of licenses allowed and promotes the opening of more small businesses. This will lead to more competition and (once S3 for AU) price compression CureLeaf: * 160 stores, 12 states * 71 stores in Florida (44% versus TCNNF's 72%, but still very high) So, Trulieve is definitely in fewer states than the other 2, but only by a handful. Yes they are majority allocated in Florida. This can certainly be a weakness, but it can also be a strength if things turn around in Florida (future adult use, improved medical process/cost, increase acceptance/use due to federal rescheduling). It is also pending approval in Texas. Green Thumb is already active in Texas, but they did that through an acquisition. Green Thumb and Curaleaf are most definitely more diversified in their states. Green Thumb also has a very positive net income. Trulieve also has substantially more stores in total (almost all in Florida). Regarding growth, Trulieve can leverage their 256M in Cash to acquire operators in other states and expand their footprint, as the others have done. They can also apply and be granted licenses in other states just as they have already done (eg. Texas). Regarding Florida, one of two things will happen: 1. Things don't get better in Florida and they begin shutting down unprofitable stores (which they have likely been dragging on in anticipation of government reform causing a surge in use) 2. Things DO get better in Florida and the scale of use and the scale of their dominance in market-share there are highly positive. All that to say, GTI clearly has a better balance sheet and the better buy. But there is plenty of opportunity for growth for Trulieve and I wouldn't say it's a "Bad buy". I just would hedge my investment through other MSOs or an ETF
I literally ran your post through an AI detector and it got 100% AU
Good morning one and all. I did a little recap this morning on where I think we are. FEEL FREE to ADD YOUR TAKE * Medical cannabis is now S3 and 280E is gone from it ( April 23 ) * AU cannabis remains an S1 + 280E tax * Licensed medical cannabis companies have 60 days to apply for a DEA license. If approved they will receive a federal license * The ALJ will resume on June 29th and run no later than July 15th where it will be determined if all cannabis should be moved to S3 My takeaway: It will be 2 1/2 months from the Final Order ( April 23 ) and the end of the ALJ hearing ( July 15th ) State licensed medical cannabis companies have 2 months to apply for DEA license With less than 3 months from start to finish. I believe that smaller private hedge funds will start front running the larger banks/brokers who may not be able to buy stocks for compliance reasons If/ When DEA license approved ( I BELIEVE) these companies can apply to list on US exchanges because they would be federally registered and federally approved companies What are your thoughts π
Enjoy your Sunday fellas and felines. The news we got was a great legitimate stepping stone for the industry as a whole but knew before market open I had a gut feeling it wasn't what we were waiting for, as many of you expected. It was medical only, felt rushed, and no banking or uplisting language included so I'm not even surprised about the massive rug pull but I'm not a flipper and have low 7 figures in just a couple names, and will see it through. We're still in the first inning and will only see more positive legislation. Like the other dude mentioned from his couch. Tobacco, alcohol, pharma are waiting. The Friday buying wasn't retail, they got a lotta work to do still don't get my wrong. The next dates are June-July, after full AU is S3, banking/uplisting is inevitably going to follow. Good luck all. We dip and Ill continue to buy after the past news. Imo we see a slow climb till the summer. If not so be it, valuations are disconnected and will happily buy. Once again cheers all to you mfkers.
I'm not all too surprised by today's outcome. Trump likes medical, not adult use ( AU ). He has his evangelical base to deal with so he leans heavy on the stories of cancer patients and arthritis patients. Kim Rivers congratulated him for this on X. Remember.She was at that $1m a plate dinner in Mara Lago 280E will be gone. States can decide if they want AU. I'm all in on Trulieve and expect them to Uplist as fast as possible once S3 is officially in the registry. HODL
Thanks. In my research, the picture is slightly more nuanced than a clean 'they now only resell NVO's product' as it seems compounding is still permitted but on a limited basis only. Directionally, you're right though. On the overseas angle, it's already underway as well. They've agreed to acquire Eucalyptus for AU and UK and I'll be monitoring the execution. You're clearly following the stock so what's your read on the peptide timing specifically?
iβm sorry for all the bers that downvoted https://www.reddit.com/r/wallstreetbets/s/IpFe2AU6ut
Australia just got a AU$0.23/ litre fuel excise reduction and a heavy truck levee reduction forv3 months till 30/06/2026
Penny stock: AU.V Aurion Gold exploration company with large claims in nice, stable Finland. They are finding gold every time they drill a new core sample. They are very lean, well run, well financed (with money in the bank) and have a couple of larger scale Gold companies that have bought in, and importantly these large partners have increased their stakes over the last few years. With the huge run up in gold prices this company has been ripping along.
I bought AU a few days ago and am very happy with it
This pump is really unsustainable? There is zero news that is worthy of it. UK and AU nation address will just be about conserving fuel basically.
Crazy plot twist (but also not out of question ): UK, AU, and nato declare the US and Israel foes of the United Nations. We officially ostracize ourselves, and become modern day 1940s Germany. World renounces us and allies with China to come and take American oil while weβre stuck fighting a war in the desert mountains for the next decade.
Thatβs the only reason I can come up with that explains why Australia and UK have pressers tomorrow. And last I heard, AU was already rationing fuel.
Should have started 3 years ago. I always have gld and gold mining streaming stocks as hedge against volatility. They were up when DJT came on board. S&P 500 experienced a dip. During Covid the market fell like a heavy rock, these AU stocks held up my portfolio.
Results were in-line with expectations to close out the year, with modest sequential growth but continued YoY declines in terms of revenue, margins, and cash flows. Like most peers, price compression in key markets weighed on results as the top-line declined 6.4% compared to 2024 with aEBITDA down further at 13.3%. Management highlighted Florida as a positive contributor for the year, and looks forward to AU sales in Virginia (Jan 1 2027 start) and their new Texas license as the next growth opportunities. Full review: **Revenue:**Β QoQ: $202.8M to $206.6M / YoY: $218.2M to $206.6M FY: $878.6M to $821.5M *Modest sequential growth (up 1.9%) to close out the year just above consensus ($206M), but again down YoY (down 5.3%), and down 6.5% for the full year 2025 compared to 2024 with management pointing to price compression as the primary source. Verano opened 2 new stores in Q4 (1-OH, 1-WV) and won a conditional license in Texas.* **Adjusted EBITDA:**Β QoQ: $53.1M to $55.5M / YoY: $62.9M to $55.5M FY: $264.5M to $229.2M *Marginally up sequentially but down 11.8% YoY and 13.3% for the full year, right at consensus of $56M. Margin dropped to 26.9% in Q4 from 28.8% last year, and was at 27.9% for 2025 compared to 30.1% for 2024. Not a bad result but dropping due to ongoing price compression.* **Gross Margins:**Β QoQ: 47.0% to 51.2% / YoY 49.3% to 51.2% FY: 50.5% to 50.3% *Sequential increase to close out the year, and roughly flat YoY and for the full year. Steady here at a good level.* **Operating Expenses:**Β QoQ: $80.6M to $85.8M / YoY: $83.7M to $85.8M FY: $353.4M to $337.3M *Up sequentially but down YoY and for the full year, much needed given top-line declines. FY 2025 OpEx was 41.1% of revenue compared to 40.2% in 2024.* **Operational Cash Flow:**Β QoQ: $26.4M to $13.8M FY: $112.2M to $52.9M *Down sequentially and down by a lot for 2025 compared to 2024. Tax-adjusted OCF was $12.4M in Q1, -$2.2M in Q2, $9.9M in Q3, and -$23.1M for Q4 for -$3.0M in 2025 reflecting the need for 280e tax relief. CapEx was $9.4M in Q4 and $41.2M for 2025 compared to $99.0M in 2024. Management forecasted $30-50M in 2025 CapEx spend, consistent with 2025.* **Cash:**Β QoQ: $8*2.6*M to $82.7MΒ / YoY: $87.8M to $82.7M *Flat sequentially as +OCF was offset by CapEx spend. Debt stands at $399.7M and an uncertain tax position of $378M. Note that Verano refinanced their debt in Q1 so won't show up yet here.*
30% of the worlds helium comes via Hormuz. Chip manufacturers need it. BNL-AU comes out of trading halt Monday after a capital raising to expand helium production in Colorado. Worth a look
Alex Karp says only 2 kinds is people will succeed in future: trade workers or neuro-divergent (aka βtistic tards). I am just enough of βtistic tard to lose money, not full on to make money on age of AU.
A good but modestly mixed quarter from Trulieve. Overall results held steady sequentially and compared to 2024 as a whole. Revenue in Q4 was a bit short of consensus, while margins were a bit stronger than expected. Cash flow continued although they were hurt again by spending on the now failed adult-use initiative for Florida in 2026. Lots of balance sheet movement as debt was paid down, new debt was issued, and the uncertain tax position continued to balloon. Full review: **Revenue:**Β QoQ: $288.2M to $293.1M / YoY: $301.1M to $293.1M FY 2025: $1.19B to $1.18B *Modest jump sequentially but down 2.7% from last year, coming up a little short of expectations ($297M). FY 2025 revenue was essentially flat compared to 2024 despite opening up 11 stores during the year and seeing the onset of AU sales in Ohio.* **Adjusted EBIDTA:**Β QoQ: $102.7M to $104.8M / YoY: $111.4M to $104.8M FY 2025: $420.2M to $427.3M *Up slightly QoQ ahead of consensus ($102M), with FY 2025 aEBITDA up 1.7% over 2024- a decent result considering price compression in most markets.* **Gross Margins:**Β QoQ 59% to 60% / YoY: 62% to 60% FY: 60% to 60% *Largely flat here on all timelines, remaining at an industry-leading level. Impressive as always.* **Operating Expenses:**Β QoQ: $127.6M to $159.9M / YoY: $185.7M to $159.9M FY: $618.0M to $567.7M *Big jump sequentially but down from last year. Good cost control YoY, with SG&A down quite a bit despite more operating stores.* **Operational Cash Flow:**Β QoQ: $77M to $59M FY: $272M to $273M *Continued CF generation, essentially flat with 2024. Not paying 280e remains a huge component here, with tax-adjusted OCF of just $48M in 2025 (although that includes $66M in the failed 2026 AU campaign in Florida) so $114M without that number. CapEx was just $3.4M in Q4 (the lowest in years) and $44M for the year, down from $123M in 2024.* **Cash:**Β QoQ: $449.2M to $255.5M FY: $238.8M to $255.5M *Big drop sequentially as Trulieve paid down a dramatic amount of debt, while raising a smaller new facility. Continuing to stand out is the $668M in unpaid 280e taxes sitting on the balance sheet, with Trulieve continues to negotiate with the IRS.*
Australia could be a winner here, we export 70 million tonnes of LNG annually, time to make export AU$$$s on the spot price LNG market
A good but modestly mixed Q4 from GTI. On the positive side, revenue and aEBITDA were well ahead of expectations with Minnesota adult-use sales leading the way in Q4 as GTI remains one of the few companies continuing to show top-line growth. Negatively, margins came in further and expenses were elevated, consistent with most of 2025 as price compression continued in key states. GTI continues to generate significant cash flow and boasts an extremely strong balance sheet (with further debt taken out recently in Q1), suggesting they may become more acquisitive in 2026. Full review: **Revenue:**Β QoQ: $291.4M to $311.1M / YoY: $294.3M to $311.1M FY 2025: $1.14B to $1.18B *Big jump sequentially (up 6.7%) and YoY (up 5.7%) to close out the year, well ahead of expectations ($296M) led by the onset of AU sales in Minnesota where GTI has 8 stores. FY revenue was up 3.4%, led by 12 store openings and strong performance in MN/OH/FL/NY, offsetting price compression in other states.* **Adjusted EBIDTA:**Β QoQ: $80.2 to $100.2M / YoY: $97.8M to $100.2M FY 2025: $371.3M to $348.4M *Big jump in Q4 to close out the year, good to see after YoY declines in the first 3 quarters of the year. FY 2025 aEBITDA was down 6.2%, with management highlighting double-digit price compression in multiple markets. Note that management is adjusting out the licensing fees paid to partner-asset Rythm in this figure now.* **Gross Margins:**Β QoQ 49.4% to 45.4% / YoY: 53.7% to 45.4% FY: 52.9% to 48.9% *Steep drop sequentially, YoY, and for the FY 2025, with management again pointing towards price compression as the culprit. Note that the Q4 figure includes the licensing fee to Rythm for the first time, so a comparable figure would be 47.6% with the $6.8M licensing fee added back.* **Operating Expenses:**Β QoQ: $107.3M to $122.3M / YoY: $101.0M to $122.3M FY: $376.7M to $437.2M *Big jump to close out the year, in part due to new licensing fees but also with added costs for new store openings and increased SBC.* **Operational Cash Flow:**Β QoQ: $74.1M to $90.1M FY: $294.9M to $195.2M *Big OCF generational to close out the year as GTI stopped paying 280e taxes like peers as they expect rescheduling in 2026. 280e adjusted OCF was $177M in 2025 compared to $199.6M in 2024. CapEx was $14.7M in Q4 and $81M for 2025, in-line with 2024 and forecasting a similar spend for 2026.* **Cash:**Β QoQ: $226.2M to $274.3M / YoY: $171.7M to $274.3M *Big jump to close out the year driven by the OCF generation, offset somewhat by CapEx and share repurchases ($14.1M in Q4 and $38.9M in 2025). Note that GTI took out an additional $50M in debt in Q1 and also won a $17M legal judgment from Ascend so this will balloon further in Q1- certainly bringing up the question of where they want to spend beyond the $80M capex forecast.*
SPY goes up, gold miners go down, SPY goes down, gold miners go down. AU puts is literally free money while this war continues to not end.
It is a penny stock so not really supposed to mention it on this sub. AU.V
Pretty soon, you'll be able to buy the whole company of AngloAshanti Gold (AU) for a couple hundred bucks and half-eaten can of Pringles.
AU puts since the war started -- ironically -- has been "gold"
The Oort cloud is a theoretical, vast spherical shell surrounding the solar system, acting as a distant repository for billions of icy bodies, including water, ammonia, and methane. Located roughly 2,000 to 100,000 AU from the Sun, it is believed to be the source of long-period comets and was formed by planetesimals scattered during the early solar system's evolution. https://preview.redd.it/d3paqu18gnog1.png?width=1408&format=png&auto=webp&s=89566720a322c2d20b5ffb3fc51a0bba0ff3f80d
USAR smallcaps ARR penny/small RML penny mec ele sera cote a 50M$US sur le nasdaq la elle est a 60M$ ASN 100m$AU cest penny
Have a look at this stock, very far under the radar but massive upside potential within 6-12 months and long term β¦ AU000000PWN8 / PWN β¦ most of the shareholders are long-term investors and believers in the company β¦ curious to hear from you all, if you see any obstacles in this share?
I'm in AGI, AEM, AU and FNV for gold, AG for silver.
Attendre l introduction nasdaq mais la elle est sur un support solide AK AU ESSUS A 0,5 C est du lourd ici Si elle ouvre au nasdaq vers 4/5$ a 50/60M$ de cap, objectif 1 25/30$ tres cours terme 50$ moyzn terme fin d annee
Wellβ¦ it barely affected the NZ and AU stocks, there was a quick re-bound on ones that did open low. I donβt expect much difference with the US at open to be fair..
AEM, AGI, AU, and AG have not failed. In fact, all are up to ATH after that plunge on gold and silver on Jan 29. NFA.
I was trying to catch a little pullback on gold but bought puts for $AU like a tard tard
I moved from GLD LEAPS to a few gold miners (AU, AGI, AEM) instead, which have bounced back harder than GLD since the drop.
gold miners always look great on paper until they don't. bought AU twice last year both times got shaken out. earnings quality is real but the vol will test you tbh
These initial rules, at least the limited info on paper, seems incredibly logical. Almost like the politicians in VA looked at how other states fucked up AU and are trying to do this correctly. Big W.
So if you save $4k-ish per month compounded annually at 10% (something reasonable) over 5 years is $322,350. That would make you 23. Then depending on what you do after your contract (assume you stop contributing at all) it takes 12 years for that amount to reach a million. At that point for most people is financial freedom if you life an average lifestyle. I don't really know any resources in AU, but never take advice from someone who isn't a fiduciary (legal duty to act in your best interests).
Fun fact, if you're long both GLD and Taiwan Semi Conductors, your Port has diagnosable AU TSM
Radiative cooling seems inefficient because its surface area requirement, but it is mechanically very simple which is key for space because you don't want to have to repair anything. The structure also already exists, the reverse side of solar panels(with gaps to prevent cell loss). And at 1AU the solar capacity is roughly the same as the radiative loss in terms of area needed. Tldr radiative cooling is inefficient energetically, but that can still be cost efficient
Um not against the AUD, the aud is up 3% Australian DollarΒ toΒ Euro 0.5932 3.07% \+0.0177Β 1 M 9 Feb,Β 08:23:20 UTCΒ Β·Β [Disclaimer](https://www.google.com/intl/en-GB_AU/googlefinance/disclaimer/)
Yeah i had an email last night about AU, followed by a referral promotion lol
*"You don't see GLD going down 3% a day!"* GLD: *"Hold my AU"*
>Most are in this because the products are actually good. There are a lot of reasons β the products are good, the ecosystem does lock you in, the brand name is extremely strong etc. In particular, Chinese people (not Chinese diaspora) are nowhere near as wealthy as people in the US/EU/JP/AU/CA/UK, but it's still pretty popular there because it's seen as a status symbol. The good thing is that you can't fake it either β you can get a make LV handbag, but a fake iPhone just isn't the same.
On va te la fairz plus qimple mec IRAN war and tensions = oil boom Oil boom = stocks US boom Stocks us boom = nine boom Like 2022 where Nine est passΓ© de 0,5 a 15$ AU PIC
but the gold ceo said AI a few times. or was that AU...
analysts beating this one to death. Basically USD is devaluing, bonds near 5% historic, massive AU and AG buying. Supercycle.
Would give two additional points of clarification regarding the interplay between asset classes: 1. Bonds / Dollars - Multiple drivers appear to be reducing UST holdings across the globe - CN & JP are the obvious ones, but we've also seen pensions reducing their UST holdings as well. Central Banks aren't going to wholesale liquidate their positions, but they might not roll the paper as it hits maturity. They take the principal in USD but then immediately trade out of it. This puts downward pressure on USD. Would also point out that foreign bond / currency holdings are a function of trade with that country. To the extent that the US is reducing international trade with foreign countries, the foreign demand for USD/UST also goes down. 2. Stocks / Dollars - While the generalization that individuals won't take an equity allocation and move it to a currency allocation makes sense, at the institutional (including SWFs) level, strategic re-allocations out of US Equities into other assets (non-USD denominated) will occur for both tactical and strategic reasons. Just as you point out, the return of the US equity market relative to AU or EUR has not been great and if the expectation is that the DXY will decline another 10% (made up a number) in the next 12 months, they might seek to control that exposure by either selling the stocks or hedging the USD risk. The other thesis is more broadly called "Sell the US". Why be long Equity/USD/UST when Trump is undermining the independence of the Fed, M2 continues to expand - [https://fred.stlouisfed.org/series/M2SL](https://fred.stlouisfed.org/series/M2SL) and there's social unrest? I don't see that this set of policies will attract capital support from overseas, even from our traditional allies. The volatility here is way too high to justify sitting in the assets.
Yes, precisely. The answer to the OP's question has nothing to do with the practicality of using BTC or AU as currency.
What about AU. Havenβt bought it but itβs going to have an amazing 2026 nearly doubling earnings.
Continue to buy AU stock.
Yeah the first 3 1/2 months are a fraction of what is coming. You have to realize most of that $31 million was mostly coming from only the 30 dispensaries that Tribal, Vireo Growth & Green Thumb had open. There is a massive supply shortage so even new licensed dispensaries wanting to start selling didn't have any product to do so. Transporter licenses are currently at only 3 at the moment so getting product delivered to dispensaries is also an issue. New cultivation that will help with supply issues likely won't start becoming available until Spring. Vireo Growth & Green Thumb also didn't have their medical combo license early enough to have a mature crop to supply wholesale rec cannabis to other stores (maybe at end of q4). Q1 would be a different matter for both of them. I've seen projected Minnesota rec sales to be $430 million in 2026 so that tells you how limited the AU launch was with supply problems.
AU, KGC, and CDE have been my bread and butter for the past year.
Don't underestimate them. Australia has 0% WHT on dividends. AU (+ NZ) are a hedge against instability in EU and not perfectly correlated. Spain can post 60% gains while AU hasn't moved much, but both grow long-term. South America has lower valuations and is a hedge against a wider war. You shouldn't just invest there, frankly you should get at least one residence permit if you can. And with the new "Donroe" Doctrine, I don't think the US is going to allow these countries to fall into chaos. If they wipe out the cartels, those markets can only go up. Africa won't always be underdeveloped and has a growing population, unlike many places. If demographic decline starts to affect western company profits and real estate, it won't affect Africa. If you can avoid most value-traps and screen for sanctions, the valuations are some of the cheapest in the world. But you're not gonna get that exposure with one ETF, you have to have several and in some cases build your own "ETF" with algorithms and factor investing.
It's slightly up on the weekend markets, but we'll see in 16 hours (AU opens) and 19 hours (CN opens).
AU which is fuck all, your parents paid for everything + what seems like inheritance and you are claiming like you are self madeπππ
> Heck, I'd be happy if EU/Canada/Swiss/AU/UK/Mexico/Japan/SKorea joined up and decided to negotiate tariffs against the US together. Have you not been paying attention to wtf tariffs are? Why the fuck would we get together to tax our own citizens?
https://trends.google.com/trends/explore?date=all&geo=US&q=%2Fm%2F01vbnl&hl=en-AU You sure it looks like itβs getting pretty popular to me?
It's taken out it's 2011 inflation-adjusted high. It's still got a ways to go to hit the 1980 high. That occurred due to severe market manipulation and may be an anomaly. The other metric people look at, the AU/AG price ratio -- it's nowhere close to its low. But it's getting close to its 30 year limit.
Iβm seeing info in AU markets but not US.
Mark Bristow currently enjoying 24/7 hookers and blow. Calls all day. Also calls on miners in neutral jurisdictions (AU, GFI) which have even greater upside.
Won't happen, US, Japan, AU, Singapore, EU et al will defend Taiwan.. also its an amphibious operation - very hard to execute and way too risky for XI
I transferred 10k into JPΒ₯ from AU$ yesterday. Hold or sell?
Ordered something from Australia and holy fuck their postal service BLOWS. how is AU not a 3rd world country????
True, that might be something to consider. But my point is that it is compliant. And as far as I know, they have separate operations for different countries, like Moomoo US and AU.
Yes!!!! π€ AU/Ag all time highs
The only thing keeping AU afloat is the meme generator and porn gifs π€£π€£π€£. Orcl needs to get into the meme business to succeed!!
Don't work nor are we affiliated with OpenAI. The tech is incredibly advanced and pushes towards some ground breaking work that we ourselves have experienced and utilise on a daily basis. The people running it? Not so much. 1. OpenAI released "state of enterprise" report. *Our opinion* :The report is optimised for optics and lacks ground in regards to many claimed statements. The report was not only contradicting in itself but also belittling to those not classed as Enterprise. They have not identified their definition of Enterprise, however in our experience of working with tech vendors it's usually government, education and anyone with a certain ARR. Reports like these are a build up to validate price increases. **Evidence** : - The document states enterprise is where innovation occurs. - Initially attempts to state adoption as seats purchased. Not true as compared to page 15 and their actual link where you can download the document from. - They frequently state how it should not be used to gain medical, legal and financial info. All use cases point to those industries in the report. There are various caveats to what allows these use cases to run but, they are also a huge security threat when you realise what is going on to make these function. Lots more but these are some main bits. 2. Security vulnerabilities are not taken seriously. Due to the fact we reported multiple major breaches in their security accreditations and privacy, we cannot share these. What we can share is: - Any attempt to report incidents relating to : legal, trust, privacy, security are routed to the same system. The system changes aliases of the mailbox randomly but we suspect when you use scary words like ISO compliance, minors and vulnerable people, etc. Same mailbox which is support@openai.com - They have websites and forms outlining they will review cases where their products impact safety acts. These pages are specific to certain countries (UK and AU). Routed to the same support bot mailbox or not even registered in most cases. One public example: https://counterhate.com/blog/we-tested-openai-reporting-system-european-union-this-is-what-we-found/ - We also spoke to staff at OpenAI in person about risks to minors and vulnerabilities and showed the evidence of our findings. Was told to email them. No response or acknowledgement received to the four people we emailed. 3. Governance red flags. The products frequently go through many changes without advise to businesses. These aren't just to "major releases". We frequently see major changes in the interface AND reasoning. Regardless of the model version, multiple changes take place that don't just break workflows, they impact operations and capabilities. These are never updated but luckily we have evidence packs we maintain. Why? These are used to indicate why we had to remove the process despite its initial value. 4. Personal and business users have the same model trained data with the same level of restrictions and the same weightings. Which is why it alarmed us when 5.1 released and it tried to roleplay and flirt with us when we were performing basic document analysis on a brand new account. 5. Majority of connectors are... Concerning. On its own, perfect but it is combining analysis of data with user data. Spotify alone is a excellent example. Spotify has its own AI tech to create playlists. LLMS cannot process music the way we do. At best it identifies pitch, distortion, etc via metadata and other background operations. So comparing what it has access to VS what it's capabilities are can be pretty alarming.
UAMY I don't like the COO's spirit at all Isnβt it rather in Mexico that they have their foundry? No the only real one is PPTA and Nova minerals will be its little sister but hey if you want your UAMY will also have its chances but their spirit is shit NOVA is Australian and Australia is the 3rd largest gold producer in the world, Nova the COO is a very well known Goat and he took part in ADG ADELONG Antimony and gold in AU and Pionner Lithium also in short good luck with UAMY friend
Literally just got a stick of 32 GB Crucial RAM on Amazon AU and by the time it arrived after 2 weeks shipping, it doubled in price.
Freegold Ventures...ck it out...over 25 mil indicated & inferred AU...prime buyout for Kinross...IMHO
But the last 5 days the market didnt fear any AU bubble anymore. Otherwise the rebound made no sense...
Agreed. And Iβll add silver and copper! In the last 6-9 months I picked up AU, SVM, and FCX. Those are my precious metals plays. Of those 3 Iβd say FCX is still undervalued. Hard to say. They had a mud slide at a mine in Indonesia just in September. People died and operations there stopped for the cleanup and all that. Stock price dropped.
That AU generated image is all the investors could build with their investments in AI πππ
I stand corrected thankyou for the input. I still can share some mining stocks if youβre interested with better ror than mag 7. AU GFI KGC NEM B ZIJMY AEM
The recession has no impact on AU because AI is being pumped by the 100s of billions in cash reserves by the big tech players. Everyone is racing to create the best AI models. We are clearly in a US recession right now, but that likely has no real impact on AI.
I have been a customer of VectorVest for many years. They have very effective ways of analysing stocks; there is a lot. Too much to give justice to here. The highest rated stocks as of 11/18 are MU, AU and HL (and any gold/mining stocks). The options paycheck course is excellent. I am taking it now, studying videos. There is no guarantee promised but over a year I am hoping and expecting for at least a 25% return, maybe 36%. So how is that possible? By selling credit spreads, calls and puts on the SP 500. They teach how to maximize your chances of profit for a steady return. You do NOT win every trade. But you win the majority if you do it right. No single trade on any platform anywhere can be guaranteed.
Still holding all of my positions in tech and again added to my AU position in Barrick and SBSW. Itβs a hedge thatβs been working so far.
I'm pretty sure for both AU and NZ they do this on any news. In particular, news that gets announced during business hours. Eg [https://www.nzx.com/announcements/462295](https://www.nzx.com/announcements/462295)
I will never understand why people panic sell for a loss instead of rebalancing over time. The market bounces back. Smart money has been rolling out of mega tech and into small and mid cap tech and AU for sometime now. Iβm not selling any of my holdings. I will add though either end of day today or tomorrow if it looks like the bleeding has stopped. Happy hunting degens!
If the loophole is actually fully closed they will also start enforcing the black market a lot more than they do now. Itβs still a massive net positive for GTI in the long run. RYM was always a hedge for the main business. If this was a sacrifice to get a fully regulated Med and AU market with less competition, so be it. It wonβt matter in 5 years.