Reddit Posts
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
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- are’nt 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 Reddy’s and others
ROX.v/CSRNF - Canstar Resources Inc. Acquires Hemitage Property. 0.26/.20
Stocks that moved the most on January 5 : Gainers & Losers
An ameteur's little bear case on $SEAC's merger with Triller
Last untested large frontier rift basins in onshore Africa $IVZ $IVCTF Invictus Energy Ltd (ASX: IVZ) (OTC: IVCTF)
Last untested large frontier rift basins in onshore Africa $IVZ $IVCTF Invictus Energy Ltd (ASX: IVZ) (OTC: IVCTF)
Last untested large frontier rift basins in onshore Africa $IVZ $IVCTF Invictus Energy Ltd (ASX: IVZ) (OTC: IVCTF)
Asian markets sink as investors weigh latest global virus concerns
Rotation back into growth/WFH? New Coronavirus Variant a ‘Serious Concern’ in South Africa, per Bloomberg
$SNPW - Sun Pacific Holding Corp's Subsidiary NMG and Renewable Energy Engineers AU signed agreement with ASPIRE for feedstock to develop 6 waste recovery plants in Australia, to attract over US$1 Billion in investment value.
Get the real wealth.. hard & shiny AG & AU
European Lithium WKN: A2AR9A ISIN: AU000000EUR7 -a real good Play ??💥🚀💥🚀
European Lithium WKN: A2AR9A ISIN: AU000000EUR7 -a real good Play ??💥🚀💥🚀
European Lithium WKN: A2AR9A ISIN: AU000000EUR7 -a real good Play ??💥🚀💥🚀
European Lithium 🔥🔥 ISIN: AU000000EUR7 | WKN: A2AR9A .. could this be a rocket 🚀 ? What do you think ?
European Lithium 🔥🔥 ISIN: AU000000EUR7 | WKN: A2AR9A .. could this be a rocket 🚀 ? What do you think ?
Anglo Ashanti Mines ($AU, $ 2.8pct div) my fav turnaround gold play for coming StagFlation ( and now John Paulson is a major holder too)
Kogan, why is it one of the most shorted stocks in AU?
AngloAshanti Gold ( $AU w a 3.1pct div) , stock should rise atleast 25pct IMHO now that a major mine will resume production mid Oct
Looks like AU could get AMARIN COVID treatment once proven on AUG 29th
RVR. AU is ready and primed for launch🚀🚀🚀🚀🚀🚀🚀🚀🚀. No debt all profit. Announced today they’ve hit high grade gold upto 27 g/t. Good times ahead. 🚀🚀🚀
RVR. AU is ready and primed for launch🚀🚀🚀🚀🚀🚀🚀🚀🚀. No debt all profit. Announced today they’ve hit high grade gold upto 27 g/t. Good times ahead. 🚀🚀🚀. I’m in with 30 000 shares🚀🚀🚀
RVR. AU is ready and primed for launch🚀🚀🚀🚀🚀🚀🚀🚀🚀. No debt all profit. Announced today they’ve hit high grade gold upto 27 g/t. Good times ahead. 🚀🚀🚀
Superior Gold. Three in One: Producer, Developer, and Explorer
Superior Gold. Three in One: Producer, Developer, and Explorer
Anyone with a good advice to HAS:AU Hastings Rare Metals Stock?
Soon: Cann Global Ltd to the sky!!!
To all fellow hodlers UK/AU/NZ/BR get a free stock share
DD - Why lithiums miners can be a good pick for EV/green energy exposure.
Mentions
AU which is fuck all, your parents paid for everything + what seems like inheritance and you are claiming like you are self made😂😂😂
> 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 it’s 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.
I’m 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 JP¥ 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!!!! 🤗 AU/Ag all time highs
The only thing keeping AU afloat is the meme generator and porn gifs 🤣🤣🤣. 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 Isn’t 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 I’ll 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 I’d 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 😂😂😂
I stand corrected thankyou for the input. I still can share some mining stocks if you’re 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. It’s a hedge that’s 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. I’m 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. It’s 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 won’t matter in 5 years.
AU is chemical symbol for gold. Found 1000’s of years ago
My AU stocks did extremely well today. Regained a lot of the losses from the last couple of weeks. Fingers crossed the US ones follow that trend.
Hardware will still be needed, as always, just not for AU computing, all of these firms where extremely well of before AI and will be without it, the only thing that’s unrealistic is current market values that are based on a belief that AI can achieve things that are just not possible with LLMs by design. And there is no foreseeable trend towards different architectures.
I know it's a cut and paste but I don't know how else to show what I find. EULIF mad this announcement today. Currently trading at .13. Someone that is better at research please check it out. To answer your question No I don't have any skin in it yet. I just would like someone to back up what I see before I throw money at it. European Lithium ( [(AU:EUR)](https://www.tipranks.com/stocks/au:eur?utm_source=theglobeandmail.com&utm_medium=referral) ) has provided an announcement. European Lithium Limited has announced a change in the director’s interest, specifically involving Antony Sage. The change includes the acquisition and disposal of listed options and fully paid ordinary shares, reflecting a strategic adjustment in the director’s holdings. This move may indicate a realignment of interests or confidence in the company’s future prospects, potentially impacting stakeholders’ perceptions and the company’s market positioning. The most recent analyst rating on [(AU:EUR)](https://www.tipranks.com/stocks/au:eur?utm_source=theglobeandmail.com&utm_medium=referral) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on European Lithium stock, see the AU:EUR [Stock Forecast page](https://www.tipranks.com/stocks/au:eur/forecast?utm_source=theglobeandmail.com&utm_medium=referral). **More about European Lithium** European Lithium Limited operates in the mining industry, focusing primarily on the exploration and development of lithium resources. The company is strategically positioned to supply the growing demand for lithium, a key component in battery technology, particularly for electric vehicles and renewable energy storage. **Average Trading Volume:** 16,191,512 **Technical Sentiment Signal:** Buy **Current Market Cap:** A$372.3M
Great question! I posted the below on another sub some weeks ago, and I think it answers your questions nicely. I'm happy to discuss any of it with you. \------------------------------- Early on I think I realized that ["momentum" is a real thing](https://www.sciencedirect.com/science/article/abs/pii/S0927538X18303998?via%3Dihub#preview-section-references) that could be exploited. That was confirmed for me in 2007 when I bought MCHFX, the Matthews China Fund, simply because it was going up, and *it doubled in 10 months.* After that experience I made a website, MutualFundUpgrading, to talk about MF momentum and how to "upgrade" from poorer-performing funds into better ones. (The site is long since dead.) Then in 2016 SILJ, Junior Silver Miners, *doubled in 4 months*. That's when I got serious about momentum investing. Fidelity Select Funds are Mutual Funds that cover about 35 sectors of the market. For a long time there have been people [momentum-trading them](https://www.google.com/search?q=fidelity+select+momentum+strategy&num=10&sca_esv=5314ac5036c6a181&rlz=1C1RXQR_enUS1137US1137&sxsrf=AE3TifOdnoEiAf0lJqzNkHqUZXjEpNlgcw%3A1761258757914&ei=Ba36aJPFN8jLp84PnOSK2AU&ved=0ahUKEwjT2_2UsLuQAxXI5ckDHRyyAlsQ4dUDCBE&uact=5&oq=fidelity+select+momentum+strategy&gs_lp=Egxnd3Mtd2l6LXNlcnAiIWZpZGVsaXR5IHNlbGVjdCBtb21lbnR1bSBzdHJhdGVneTIKEAAYsAMY1gQYRzIKEAAYsAMY1gQYRzIKEAAYsAMY1gQYRzIKEAAYsAMY1gQYRzIKEAAYsAMY1gQYRzIKEAAYsAMY1gQYRzIKEAAYsAMY1gQYRzIKEAAYsAMY1gQYR0jSElDWBliKDHABeAGQAQCYAWKgAcQBqgEBMrgBA8gBAPgBAZgCA6AC0wHCAgcQIxiwAhgnwgIIEAAYogQYiQXCAggQABiABBiiBJgDAOIDBRIBMSBAiAYBkAYIkgcDMS4yoAejDLIHAzAuMrgHzwHCBwMyLTPIBwo&sclient=gws-wiz-serp). I was trying to get the guys at work interested in it, so I paper-traded it in real time, writing my picks on my whiteboard. Over the first **quarter** of 2017 the system returned 14%, vs. the S&P's 3.9%. And the drawdown on February 3rd was just a little worse than SPY's. And only 6 trades over the 3 months. Then I drifted away from that into some other things, but now I'm back and focused: Momentum on ONLY ETFs. And I use LEAPS Calls on those as stock substitutes. Also selling Covered Calls against those.
Overall a solid Q3 showing from GTI, with continued cash flow generation, positive net income, and modest YoY growth, although margin declines continued as price compression in core markets continued to weigh on results and led to the largest same-store-sales declines in some time. A lean balance sheet and strong CF profile has provided the company flexibility, allowing them to pursue the few growth markets available in 2025 (namely AU in Minnesota showing up in Q4, the fastest growing state market in NY, and the hemp-derived opportunity through RYM), and they notched another potential win as adult-use in Virginia became a lot more likely in 2026 as Dems took the governor's office yesterday. Full review: **Revenue:** QoQ: $293.3M to $291.4M / YoY: $286.9M to $291.4M *Down slightly sequentially and up 1.5% from last year, right at consensus of $291M. Largely the same base of assets sequentially as their new PA store and adult-use launch in Minnesota both occurred right at the end of the quarter. Wholesale was up 8% while retail was down 1% YoY. Looking ahead, additional store openings in OH, AU sales in Minnesota, and continued growth in NY will drive near-term growth while adult-use in Virginia becomes a likely 2026 story with the governor election results yesterday. Keep an eye on Agrify/RYM results as well given their majority ownership of the company.* **Adjusted EBIDTA:** QoQ: $82.7M to $80.2 / YoY: $89.2M to $80.2M *Down 3.0% sequentially and 10.1% from last year, a steep drop to their lowest mark in years. Margin drops to 27.5% from 28.2% last quarter and 31.1% last year, slightly shorter of expectations of $82M. Price compression and increased brand investment spend as forecasted by the company weighed on the margin profile- an area to watch in the coming quarters.* **Gross Margins:** QoQ 49.9% to 49.4% / YoY: 51.4% to 49.4% *Steady sequentially but down from last year as management pointed to continued price compression in core markets of IL/NJ/PA.* **Operating Expenses:** QoQ: $106.8M to $107.3M / YoY: $105.0M to $107.3M *Up slightly sequentially and YoY, although solid considering the new stores opened during that time.* **Operational Cash Flow:** QoQ: $56.4M to $74.1M / YoY: $47.7M to $74.1M *Unlike previous years, GTI is letting their income tax payable accumulate to a certain extent in 2025, perhaps waiting to see if S3 is passed and for 280e not to apply in calendar year 2025. Adjusting for unpaid taxes, OCF was $34.2M in Q2 and $124.8M YTD compared to $144.8M through Q3 2024. Still the strongest tax-adjusted OCF in the industry by a wide margin although down from last year given margin declines. CapEx was $17.5M in Q3 and $66.4M YTD.* **Cash:** QoQ: $176.9M to $226.2M / YoY: $173.6M to $226.2M *Jump here as positive OCF more than offset CapEx spend. GTI also lent money to RYM who then paid GTI back in their brand IP purchases which resulted largely in a wash overall on investing actility. Debt stands at $247.4M and income tax payable of $81.6M.*
A steady Q3 showing for Cresco as revenue stabilized sequentially (although down quite a bit YoY), while margins were largely stable slightly ahead of expectations. Minimal cash generation limits the company's ability to play offense, although they do have small pockets for growth (new stores in OH, Kentucky cultivation launch, and product launch in Germany) while larger AU catalysts in Florida and Pennsylvania remain uncertain. FYI- Waiting on the full financials to be released to get cash flow dynamics still. Full review: **Revenue:** QoQ: $163.6M to $164.9M / YoY: $179.8M to $164.9M *Up slightly sequentially but down 8.3% YoY, just head of expectations ($164M). Cresco opened 1 new store in OH during the quarter and initiated cultivation in Kentucky, and also highlighted a product launch in Germany for their first foray into international markets.* **Adjusted EBIDTA**: QoQ: $40.9M to $39.8M / YoY: $51.3M to $39.8M *Down slightly sequentially and a significant 22.4% from last year, although this was better than consensus of $37M. Margin drops to 24.1% here from 25.0% last quarter and 28.5% last year. $4.4M in one-time costs, $2.4M in impairments, and $2.3M in SBC removed from this figure.* **Gross Margins:** QoQ: 50.9% to 48.1% / YoY: 52.0% to 48.1% *Down sequentially and YoY although still at a relatively solid level.* **Operating Expenses:** QoQ: $57.9M to $59.2M / YoY: $64.8M to $59.2M *Note i removed impairments to compare apples to apples. Up a bit sequentially but nicely down from last year, much needed considering top-line declines.* **Operational Cash Flow:** QoQ: $8.8M to $6.2M / YoY: $49.4M to $6.2M No financial statement yet so have to wait to see what tax dynamics look like. **Cash:** QoQ: $146.6M to $78.7M / YoY: $156.6M to $78.7M *Again waiting on the financial statements for exact dynamics but looks like OCF and CapEx largely offset each other, and then the big drop in cash came from a debt refinancing where they retired their old $360M facility while raising a $325M new term loan.*
A steady Q3 showing for Cresco as revenue stabilized sequentially (although down quite a bit YoY), while margins were largely stable slightly ahead of expectations. Minimal cash generation limits the company's ability to play offense, although they do have small pockets for growth (new stores in OH, Kentucky cultivation launch, and product launch in Germany) while larger AU catalysts in Florida and Pennsylvania remain uncertain. FYI- Waiting on the full financials to be released to get cash flow dynamics still. Full review: **Revenue:** QoQ: $163.6M to $164.9M / YoY: $179.8M to $164.9M *Up slightly sequentially but down 8.3% YoY, just head of expectations ($164M). Cresco opened 1 new store in OH during the quarter and initiated cultivation in Kentucky, and also highlighted a product launch in Germany for their first foray into international markets.* **Adjusted EBIDTA**: QoQ: $40.9M to $39.8M / YoY: $51.3M to $39.8M *Down slightly sequentially and a significant 22.4% from last year, although this was better than consensus of $37M. Margin drops to 24.1% here from 25.0% last quarter and 28.5% last year. $4.4M in one-time costs, $2.4M in impairments, and $2.3M in SBC removed from this figure.* **Gross Margins:** QoQ: 50.9% to 48.1% / YoY: 52.0% to 48.1% *Down sequentially and YoY although still at a relatively solid level.* **Operating Expenses:** QoQ: $57.9M to $59.2M / YoY: $64.8M to $59.2M *Note i removed impairments to compare apples to apples. Up a bit sequentially but nicely down from last year, much needed considering top-line declines.* **Operational Cash Flow:** QoQ: $8.8M to $6.2M / YoY: $49.4M to $6.2M No financial statement yet so have to wait to see what tax dynamics look like. **Cash:** QoQ: $146.6M to $78.7M / YoY: $156.6M to $78.7M *Again waiting on the financial statements for exact dynamics but looks like OCF and CapEx largely offset each other, and then the big drop in cash came from a debt refinancing where they retired their old $360M facility while raising a $325M new term loan.*
A steady Q3 showing for Cresco as revenue stabilized sequentially (although down quite a bit YoY), while margins were largely stable slightly ahead of expectations. Minimal cash generation limits the company's ability to play offense, although they do have small pockets for growth (new stores in OH, Kentucky cultivation launch, and product launch in Germany) while larger AU catalysts in Florida and Pennsylvania remain uncertain. FYI- Waiting on the full financials to be released to get cash flow dynamics still. Full review: **Revenue:** QoQ: $163.6M to $164.9M / YoY: $179.8M to $164.9M *Up slightly sequentially but down 8.3% YoY, just head of expectations ($164M). Cresco opened 1 new store in OH during the quarter and initiated cultivation in Kentucky, and also highlighted a product launch in Germany for their first foray into international markets.* **Adjusted EBIDTA**: QoQ: $40.9M to $39.8M / YoY: $51.3M to $39.8M *Down slightly sequentially and a significant 22.4% from last year, although this was better than consensus of $37M. Margin drops to 24.1% here from 25.0% last quarter and 28.5% last year. $4.4M in one-time costs, $2.4M in impairments, and $2.3M in SBC removed from this figure.* **Gross Margins:** QoQ: 50.9% to 48.1% / YoY: 52.0% to 48.1% *Down sequentially and YoY although still at a relatively solid level.* **Operating Expenses:** QoQ: $57.9M to $59.2M / YoY: $64.8M to $59.2M *Note i removed impairments to compare apples to apples. Up a bit sequentially but nicely down from last year, much needed considering top-line declines.* **Operational Cash Flow:** QoQ: $8.8M to $6.2M / YoY: $49.4M to $6.2M No financial statement yet so have to wait to see what tax dynamics look like. **Cash:** QoQ: $146.6M to $78.7M / YoY: $156.6M to $78.7M *Again waiting on the financial statements for exact dynamics but looks like OCF and CapEx largely offset each other, and then the big drop in cash came from a debt refinancing where they retired their old $360M facility while raising a $325M new term loan.*
Solid Q3 showing from Trulieve: revenue was in-line with expectations considering the seasonally weaker quarter in AZ/FL while margins came in nicely above expectations. The FL machine continues to operate at a high caliber despite price declines and increased competition in the state, as the company again leads the charge on spending ahead of another AU initiative in the state ($34M spent YTD). The cash flow profile and balance sheet continue to be dictated by their ongoing challenge of 280e with strong press release numbers and now an indication to pay down the majority of their debt in Q4, but alongside significant unpaid taxes that continue to accumulate under the UTP (now $616M). Looking ahead, few changes on the horizon for most of their core markets with potential for adult-use in FL/PA although certainty on those states remains murky. Full review: **Revenue:** QoQ: $302.1M to $288.2M / YoY: $284.3M to $288.2M *Down 4.6% QoQ and up 1.3% YoY, in-line with analysts consensus of $288M during the seasonally weaker Q3 in FL/AZ. Trulieve opened 1 new store in OH during the quarter, and relocated 1 AZ store so largely working off the same base.* **Adjusted EBIDTA:** QoQ: $110.6M to $102.7M / YoY: $96.1M to $102.7M *Down 7.1% sequentially but up 6.9% YoY, nicely ahead of expectations of $96M. Industry-leading margins remained strong at 36% in the quarter, down from 37% in Q2 but up from 34% last year. Note that 6.3M in campaign contributions (now $33.7M YTD), $8.8M in one-time costs, and $5.8M in SBC were removed from this figure.* **Gross Margins:** QoQ: 61% to 59% / YoY: 61% to 59% *Down slightly QoQ and YoY but still at very strong levels.* **Operating Expenses:** QoQ: $130.3M to $127.6M / YoY: $172.7M to $127.6M *Nice cost control sequentially and a big drop YoY (largely due to a $48M campaign expense last year). Removing the campaign expenses, OpEx was $121.3M here compared to $125.9M in Q2 and $124.3M last year.* **Operational Cash Flow:** QoQ: $86.1M to $76.8M / YoY: $30.3M to $76.8M *Good headline number but always have to factor in unpaid taxes. Tax-adjusted OCF was +$20.2M in Q3 and now $+42.5M YTD ($76.2M if you factor out the campaign contributions). This compares to +$37M in the first 3 quarters of 2024 and +$99.7M if you factor out campaign contributions so actually down this year apples-to-apples. CapEx was $12.3M in the quarter and $40.8M YTD so just above break-even on FCF when factoring in unpaid taxes.* **Cash:** QoQ: $392.6M to $449.2M / YoY: $238.8M to $449.2M *Cash rise continues driven by positive OCF, although the uncertain tax position along with it. Debt stands at $477.5M with Trulieve indicating they will pay off $368M of notes in December. The uncertain tax position now stands at $616.3M and will continue to rise*
My feeling is a lot of funds/professional “Money” will be banking winning stocks to secure Year End Bonuses. This happens in November in Markets that have been on fire. This seems to be occurring. As opposed to AU itself which has tested $4000/oz and remained quite resilient. Personally, I’m adding to my positions today in precious metals miner SBSW and more ASTS and SHOP on these dips. All 3 of these have been huge winners for me already this year and I’ll continue to add and hold long term.
Ah the classic "market cap versus GDP" nonsense again. Next plot something like company profit versus number of waffles eaten. Or how about comparing AI chip output between JP morgan and NVIDIA and call JP morgan overvalued because ThEy DonT pRodUcE AnY AU ChiPS
So Caribou was granted a fast track designation through the FDA. That does allow the company to receive more guidance from the FDA and most importantly makes it eligible for the accelerated approval program. This has been granted for their cancer drug. The FDA accelerated approval program allow for drugs for certain conditions to be approved quicker than usual. Caribou had not indicated they intend to seek approval before a phase 2. After Phase 2 and if caribou applies, the FDA will look at the data and then decide if the drug should be approved before a confirmatory trial (which will still have to occur). Your wife is right that this is great news and will help the drug be approved quicker. However, quicker does not necessarily mean fast. The FDA recently granted accelerated approval for another MM therapy. Phase 1 occurred in July 2022. Getting a drug approved three years after phase 1 is very quick compared to the normal time span. But, in my opinion is not very fast. The other drug I am referring to is Lynozyfic for reference. I think these types of drugs should be approved much quicker for these types of conditions, but unfortunately it is still a long process. One drug that I’ve followed for quite a while that has very positive data (CN-AU8) is currently applying for accelerated approval, however it’s still far from a guarantee
Trump convinced AU to put an extra $1T of our retirement savings into US investments, from $0.5T. Plenty of room to keep this bubble expanding
Ass will definitely have AU generation in them but that doesn’t remotely imply OpenAI will get the same amount of money as is currently being spent on ad production. OpenAI has no moat. Its technology tends to only be a few weeks ahead of the competitors. Sure it’ll be producing high value videos but anyone will be able to do it won’t be able to charge a ton for its service.
Academic & Clinical Supply Contracts (by date) • Johns Hopkins University — supply of LaNeo™ MDMA; shipment completed Oct 2, 2025.  • Yale University — contracted supplier (Nov 7, 2024); shipment completed Jun 2, 2025.  • University of Washington — shipment of LaNeo™ MDMA for pilot trial (Mar 21, 2025).  • UCLA — shipment of LaNeo™ MDMA for schizophrenia study (Mar 3, 2025).  • UT Health San Antonio (STRONG STAR Consortium) — supply incl. new 20 mg dose; trial funded via U.S. DoD appropriation (Feb 27, 2025; builds on Oct 8, 2024 contract).  • Icahn School of Medicine at Mount Sinai — contracted supplier (Oct 21, 2024).  • McLean Hospital (Harvard affiliate) — contracted supplier (Oct 2, 2024).  • Johns Hopkins Medicine — sales agreement (original contract Sep 11, 2024).  • University of Texas San Antonio — contracted to develop/ supply novel dosage form (Oct 8, 2024).  • Merhavim Mental Health Centre (Israel) + MAPS Israel — data-license exchange supply (agreement Jan 20, 2025; delivery Aug 7, 2024 noted) .  • University of California (campus not specified in PR) — supply for clinical trial (Oct 5, 2022).  • Monash University (Australia) — supply to Clinical Psychedelic Lab (Apr 20, 2023; archived).  • Mind Medicine Australia & Orygen Institute — shipment of MDMA (Aug 10, 2023; archived).  • Incannex — supply of LaNeo™ MDMA & psilocybin (Apr 25, 2023; archived).  • Awakn Life Sciences — exclusive MDMA supply partner (Mar 1, 2023; archived).  Distribution / Logistics Agreements • U.S. Distributor (name not disclosed) — warehousing & distribution for U.S. clinical clients (Mar 24, 2025).  • Duchefa Farma (Netherlands) — exclusive distributor with annual minimums & QP release duties (Mar 10, 2025).  • Veridion Group (New Zealand) — exclusive distributor (Sep 25, 2025).  • CCrest Labs (Canada) — earlier distribution expansion (May 10, 2022); agreement later terminated (Oct 21, 2024 PR notes termination).  Joint Venture / Subsidiary & Australia-Specific • Cortexa Pty Ltd (JV with Vitura Health, 50:50) — Australian psychedelics JV (announced May 1–2, 2023); led first TGA AP-scheme psilocybin supply (Mar 18, 2024) and commenced GMP LaNeo™ MDMA manufacturing in Australia (Apr 5, 2024).  • PharmAla Biotech Australia Pty Ltd (wholly-owned) — incorporated to support AU clinical research/ manufacturing (Sep 3, 2025).  Other Commercial / Collaboration Items • Sale agreement with Numinus (Mar 26, 2024; archived).  • SABI Mind — MDMA supply agreement (May 19, 2022).  • Global Wellness Strategies — MDMA supply agreement (Feb 10, 2022). 
Heres a list of there current and past contracts Academic & Clinical Supply Contracts (by date) • Johns Hopkins University — supply of LaNeo™ MDMA; shipment completed Oct 2, 2025.  • Yale University — contracted supplier (Nov 7, 2024); shipment completed Jun 2, 2025.  • University of Washington — shipment of LaNeo™ MDMA for pilot trial (Mar 21, 2025).  • UCLA — shipment of LaNeo™ MDMA for schizophrenia study (Mar 3, 2025).  • UT Health San Antonio (STRONG STAR Consortium) — supply incl. new 20 mg dose; trial funded via U.S. DoD appropriation (Feb 27, 2025; builds on Oct 8, 2024 contract).  • Icahn School of Medicine at Mount Sinai — contracted supplier (Oct 21, 2024).  • McLean Hospital (Harvard affiliate) — contracted supplier (Oct 2, 2024).  • Johns Hopkins Medicine — sales agreement (original contract Sep 11, 2024).  • University of Texas San Antonio — contracted to develop/ supply novel dosage form (Oct 8, 2024).  • Merhavim Mental Health Centre (Israel) + MAPS Israel — data-license exchange supply (agreement Jan 20, 2025; delivery Aug 7, 2024 noted) .  • University of California (campus not specified in PR) — supply for clinical trial (Oct 5, 2022).  • Monash University (Australia) — supply to Clinical Psychedelic Lab (Apr 20, 2023; archived).  • Mind Medicine Australia & Orygen Institute — shipment of MDMA (Aug 10, 2023; archived).  • Incannex — supply of LaNeo™ MDMA & psilocybin (Apr 25, 2023; archived).  • Awakn Life Sciences — exclusive MDMA supply partner (Mar 1, 2023; archived).  Distribution / Logistics Agreements • U.S. Distributor (name not disclosed) — warehousing & distribution for U.S. clinical clients (Mar 24, 2025).  • Duchefa Farma (Netherlands) — exclusive distributor with annual minimums & QP release duties (Mar 10, 2025).  • Veridion Group (New Zealand) — exclusive distributor (Sep 25, 2025).  • CCrest Labs (Canada) — earlier distribution expansion (May 10, 2022); agreement later terminated (Oct 21, 2024 PR notes termination).  Joint Venture / Subsidiary & Australia-Specific • Cortexa Pty Ltd (JV with Vitura Health, 50:50) — Australian psychedelics JV (announced May 1–2, 2023); led first TGA AP-scheme psilocybin supply (Mar 18, 2024) and commenced GMP LaNeo™ MDMA manufacturing in Australia (Apr 5, 2024).  • PharmAla Biotech Australia Pty Ltd (wholly-owned) — incorporated to support AU clinical research/ manufacturing (Sep 3, 2025).  Other Commercial / Collaboration Items • Sale agreement with Numinus (Mar 26, 2024; archived).  • SABI Mind — MDMA supply agreement (May 19, 2022).  • Global Wellness Strategies — MDMA supply agreement (Feb 10, 2022). 
ye ffs, still not sure whether I should hold or sell my AU stocks for a little profit now.
don't fight it, secure a % of profits as it progresses and know whatever you have working could take a good wallop when it blows. Hopefully your working with house $ at this point. The nonsensical hit me again today... Amazon announces a looming 30K job cut. 27th day of Gov. shutdown with thousands not getting paid SNAP benefits not being issued in less than a week. 1st of the month and we get; S&P surpassing 6800 for the 1st time ever Dow and Nasdaq also hitting record highs AU/AG dropping between 3 and 4 % All on the back of a potential deal with China, and semi conductor companies. If the markets like this, they don't need or care about the lower class consumer and prefer the machines. (old news, I know) It's just rough seeing the confirmation of it. Brings back that memory of the drop in population on the stratfor stats. Not only will technology reduce the need for manpower, but it's reducing the desire to even share the planet with them from the elite. what was that population number on the Georgia guide stones again?
https://tenor.com/en-AU/view/spongebob-spongebob-meme-patrick-patrick-star-gif-12989615779010846288
If we lay out Tesla’s current market cap, in dollar bills laid end to end, it is just over 1 AU (distance between earth and the sun).
No I make 450 AU a fortnight on youth allowance the rest is money I make at work
I think there is some strategy to it...certainly seeing some critical US industries dependent on outside parties is the driver. Tariffs focused on metals, rare earth concerns (deal with AU is good), chips (especially with imminent threat to TSMC/Taiwan), AI and Quantum are deemed critical to national security; hence these investments. There is more to it than the cynical make friends rich storyline.
can i get an X? can i get an AU? can i get a USD? I dont know what it means but its provocative. GOLD IN MY PRECUUUUUM
I just found a nice house listed in the Evening Star in 1925. It was listed brand new for sale for 10K USD. The average yearly wage was 5.4k USD per year. So basically if you worked let's say 3-4 years and saved, you could afford to buy a house in AU Park with cash.
Today is gonna be bad mefeels, my awesome Australian rare earth mining stocks tanked even after the big deal yday between Trump and AU.
WTF is it with the news about US access to the Australian beef market? Both US and AU are beef exporters. There's no way AU is going to import much, if any, US beef.
Gold up 3% and AngloGold Ashanti (AU) mining company is down premarket
Anoos Unobtainable (AU)
we are golden, AU = Asset accumUlator
The gold ETF should be AU, missed opportunity.
The moon is only 0.2% AU from the earth
This years influenza: AU Covid Some are calling it gold fever. People who get the virus want to be near gold. This yearning is justified because the only known cure is buying an ounce and rubbing it against your skin. Extra points for rubbing it on your member.
Been studying them for weeks. Gold as at day 7-8, which is final day for routine. Im guessing as low as 76.20 gor AU, but have 77.18 as entry start. Silver was due too, but not sure. Im playing it at about 46.35 target bottom but 47.05 entry.
+340% in 1 year No since 2022 it's more of a fall but like the whole GOLD sector On the other hand, if it breaks AU$2.25 (highest in 2021), which it will do without any doubt, it's Bullrun up to AU$11
Any further thoughts on this?? GPT telling me ARR is the only NASDAQ-listed, low-cap, Australian-linked REM company with current US exposure and potential to directly benefit from an Oct 20th geopolitical REM-focused meeting between Trump and the AU PM.
Listen puppet, don't bother with your crap posts that don't talk about the subject. We're fed up with your posts that don't talk about the subject. Go give yourself a Xanax drip We're going to talk to you like an idiot: Trump 100% tariffs > China restriction Antimony > Antimony US imports 90% Antimony from? GO THINK Nova minerals NVA in Alaska received US and Australian political support in August with the visit of the US Senator and AU ambassador to them > What did NVA receive last week? $43M from the US government of the DOD Why $43M? To produce Antimony for the US Come on now shut up or snap your fingers 🤣😂
Markets in US, CA and JP are closed on Monday. AU is open, and it will follow up on the drop. Three days to look at this sunset palette - Tuesday open will be fun to watch. And NVDA broke down out of its topping wedge on the same day with ath. Someone says hello: [https://www.youtube.com/shorts/s7uDa4\_gqO0](https://www.youtube.com/shorts/s7uDa4_gqO0)
Ghey bears be like...... [https://www.youtube.com/watch?v=z\_5J1csi1AU](https://www.youtube.com/watch?v=z_5J1csi1AU)
AU? Like Alternative Universe fanfics?
If the AU bubble pops all other assets are going to sell off, so everything is pretty highly correlated anyway.
Was just listening to a story on Marketplace Tech this morning that was estimating that a buisness of 10k loss $9million in productivity due to AI slop from workers using AI and it being wrong or needing to be reworked. The whole AI play relies on the assumption that AU is going to improve productivity, but the latest data coming out indicates that assumption may not be accurate.
AU company, actually
>If I invest now, ride the AI wave and let's say increases 30% and after 1 year crashes 50% it's much worse if I waited 1 year and invested when it's 50% bottom. IF No one can know the future. I don't know who is predicting a 50% crash next year. Or if it will go up 30% this year. Stop trying to guess something that is impossible. But look at the past as some sort of guide to see what did happen. [**Check out this Vanguard Chart**.](https://fund-docs.vanguard.com/AU-Vanguard_Index_Chart_poster.pdf) It is from Vanguard Australia, but it has US Shares in the chart. You can see that even through wars, changes of US President, recessions, plagues, etc, the market continues to go up over the long term. The market drops 1 in 3 years. There is a 20% drop around every 5-7 years. Expect it! Part of buying into the market is accepting the fact that the market doesn't always go up every year. But in the long run it has proven, so far, that it does go up about 10%pa.
I see $7 fees for most CAN/AU OTC on Schwab
Not even close mate lol. For just 1 sphere around the Sun at about 1 AU distance if it was *only* 1 meter thick, would require about 280 Earth's worth of mass... and thats not counting how many of Earth's mass couldn't be used due to varying elements. The entire asteroid belt is estimated to be not even 0.1% of Earth's mass... or barely 3% of just our moon lol. Maybe if you scraped up the entire Kuiper Belt too... but that would still only be about 10% of 1 Earth's. Not even close =/
Our AU$1 = US$0.65, the exchange exchange rate is in your favour, even with a 10% tarrif included. We pay about AU$9.99/kgfor Rump steak, about AU$14/ kg for Black Angus grass fed steak.
I was backtesting AU and I found out that AU was very volatile or we can say choppy in past 1 year And after backtesting it I came to a point that my ema strategy works only in a perfectly trending market. If the market is volatile or choppy I can't trade that market because the indicators I am using is a lagging indicator, so if the market nature changes I can't trade it.. So I have a question that, do professional traders really use different strategies for different market conditions? Like a trend following ema strategy, support resistance strategy with rsi for range bound market or choppy market, Bollinger band for volatile market?? Like that?
Seems like they are now mostly using Amazon’s Inferentia chips for inference on AWS. https://semianalysis.com/2025/09/03/amazons-ai-resurgence-aws-anthropics-multi-gigawatt-trainium-expansion/?hl=en-AU#:~:text=Amazon%20understood%20early%20on%20the,use%20Tranium%20and%20Inferentia%20chips. "The partnership expanded in March 2024 with Anthropic committing to use Tranium and Inferentia chips."
Call your mother, nova minerals NVA with 10 times more potential than in 2021, Nkva has just broken the bearish weekend of 2023 and is reversing the trend with crazy volume! New minimum price target AU$1.3 for then AU$12 cad US$440 ON the Nasdaq
top 5 mining tickers to watch: NEM, AEM, GOLD, AU, and KGC. Their earning reports in October are going to be real juicy. If unsure which to pick, GDX and GDXJ should stay ripping
NEM, AEM, GOLD, AU and KGC. I have a close eye and smaller holding in HL as well
There's 9 more links none is conclusive but data and cases building. And i repeat x3 the numbers of users vs non users in these studies. That's w number difference big enough for the actual medical world to push it vs pharmaceutical industry. <we are here. [https://www.drugs.com/pregnancy/acetaminophen.html](https://www.drugs.com/pregnancy/acetaminophen.html) The following text is literally on their own side effect list with every bottle: # Acetaminophen Pregnancy Warnings Benefit should outweigh risk AU TGA pregnancy category: A US FDA pregnancy category: Not Assigned Risk Summary: A clear association of drug use and birth defects, miscarriage, or adverse maternal or fetal outcomes has not been shown with human use; animal studies have demonstrated adverse events at clinically relevant doses. And yet the [drugs.com](http://drugs.com) will continue saying that there is no concluding evidence or testing to humans while it has been harmful and cause defects on rats. I will remind you that every drug and vaccine is being tested on lab rats and then passes to human trials. So what you are being told for Tylenol is it has been found harmful to labrats but there is no evidence to humans since there's no trial sample and the only trial samples are for MAJOR birth defects. Autism is not considered a major birth defect by the most. I believe you can figure out the rest on your own.
Checkout any gold Stocks. My favorite atm is GFL and AU. HYMC is also doing good, but it has ties to AMC so idk if this high will last? Mainly giving that disclaimer due to AMCs Meme Stock status. But nice job man!
Incredible to see how much lagging large cap gold miners such as B and NEM trail their South African peer equivalents with similar fundamentals (AU and GFI). These laggards are only just starting to close the gap. Huge amount of mileage left for them to run. Calls all day.
The markets this year has been so amazing that there's a sound track for it [https://youtu.be/yebNIHKAC4A?si=tuvNGlBHiM4AU9Wp&t=64](https://youtu.be/yebNIHKAC4A?si=tuvNGlBHiM4AU9Wp&t=64) https://preview.redd.it/buvrz9mwtcof1.png?width=1236&format=png&auto=webp&s=a8cad75f0c1b1b5ba39539bd1d9b6f8e7c4bae66
Unfamilair with BGF I own some gold stream company stocks. They are finance companies lend money to miners and they get to buy discount price on AU-AG crops. AEM, NEW, and B are some of them. Not all into gold own other energy sources also.
Reddit is mostly ad revenue but also earn tens of millions from AU data licensing, which I expect to increase over time. They are also suing Anthropic over unauthorized use of Reddit data for AI. Meta is all advertising and they have almost a $2 trillion market cap.
ZIP.AU is by far my best performing non tech stock
Taiwan semiconductor opening in Australia branch named AU TSM
maybe Trump's economy is different from ours, like it's a separate parallel universe where everything is going great. He just wants to tell us about his AU fanfic economy.
It's because the Pacific nation ( JP KR , AU ) are US allies , India is not
U-6 is consistently trending up - [https://www.tradingview.com/chart/phbjNsfd/?symbol=FRED%3AU6RATE](https://www.tradingview.com/chart/phbjNsfd/?symbol=FRED%3AU6RATE) Participation consistently tending down - [https://www.tradingview.com/chart/phbjNsfd/?symbol=ECONOMICS%3AUSLFPR](https://www.tradingview.com/chart/phbjNsfd/?symbol=ECONOMICS%3AUSLFPR) Whatever happens, there's going to be more dollars in the world a year from now. If you're looking to find rational explanation for the day-to-day, you're going to have a hard time.
https://youtu.be/WriL2mDk5ys?si=AU_TE36c7gzZkIIw
Waiting for my AU limit a order to hit so I can load up on cheap crypto.
Verano will will be just fine. They will be one of the top five and have the largest way to run up. The fact that they’re only at $1.40 to me is astonishing and they will be the breakout winner in three months time when we look at who gained the most. (Out of the top 5 companies) Law suite meh innocent until guilty c suite insider trading meh- I’m pretty sure every single cannabis company could be called out on this one. Crazy high inventory - not big deal they have over 157 retail locations - Florida not passing AU has a-lot to with. You do understand that we are in the high minority of people that even know about these things. I assume you’re cannabis weed stock dork - like me if you’re posting on this Reddit. I understand the concerns, but I think they are minimal if nothing burger at most. I’ll see you back here in a few months to check in.
**$MBOT** 1/1/26 2.5calls in 0.65c range 
Yes, but don't overlook international miners in more neutral jurisdictions. AU and GFI in particular are fantastic businesses. No one does gold mining quite like South Africans.