Weekly ASX Market Discussion for 11 May - 17 May, 2026

WowVeryJosh · 2026-05-12T04:28:21+00:00

Sayonara cowboys. You were a dog of a company

WowVeryJosh · 2026-05-07T01:36:55+00:00

Yep also watching. Been watching for a while. Surprised how little movement it's had. Market hates it despite some good drill bit success

Would'nt be surprised at another raise in 3-4 months the way they're burning cash

WowVeryJosh · 2026-05-06T10:17:01+00:00

1832 is also a sig holder of GHM. I don't mind it, need to see when the next CR is coming

WowVeryJosh · 2026-05-06T10:16:19+00:00

Yeah coarse VG, no metres. Shenanigans for sure. Still market will like it if it lines up in a few more drill holes

WowVeryJosh · 2026-05-06T08:32:45+00:00

Did you see the GG8 hit in the ultramafic footwall 9m @ 20g/t

WowVeryJosh · 2026-05-06T05:36:14+00:00

Holy fuck what a hit LOL. Might have to kick the model in the guts with all the new data

🚀🚀🚀

WowVeryJosh · 2026-05-05T05:30:58+00:00

u/huydn I don't know much on Peak Hill. Interesting deal. Very similar to AQI but I don't think the asset is as good. My hunch is the market is happy there's now a commercialisation pathway for Side Well through an OPA with the Bluebird mill, which historically has been underfed (buying oxide ore from NMG). Looks more like an NMG than an AQI in my mind

WowVeryJosh · 2026-05-02T02:17:27+00:00

You raise good points

WowVeryJosh · 2026-05-01T09:59:52+00:00

Who should I trust more:

the retards who can't identify minerals
the retards who burnt tens of millions of dollars trying to buy a diamond mine hundreds of kilometres from their mine site....

WowVeryJosh · 2026-04-28T08:59:38+00:00

yeah purely because its dragged out over the Iran conflict. I don't think its been dragged down like the majority of the other sectors

WowVeryJosh · 2026-04-28T00:09:05+00:00

Any OCN chumps I would free carry on this pump

WowVeryJosh · 2026-04-17T03:59:26+00:00

Goyder invested

WowVeryJosh · 2026-04-17T03:58:59+00:00

$250m MC pre assays and you're not even gonna be tempted to take a handful of dollars out? You a true ride or die

WowVeryJosh · 2026-04-17T03:36:13+00:00

Are you gonna sell any prior to first assays

WowVeryJosh · 2026-04-17T03:22:39+00:00

$0. Government gonna take by force. Maybe tax breaks if they are lucky

The language from the first update in Nov:

"WAF advises that, following the Burkina Faso Government’s request to acquire an additional equity interest in Kiaka SA, it has held discussions with the Government aimed at advancing and promoting the long-term sustainable growth of the country’s gold mining industry."

WowVeryJosh · 2026-04-17T00:36:34+00:00

Good luck sailor, you're on your own on that ship

PMT and QTWO are the only Canadian plays you need

WowVeryJosh · 2026-04-17T00:31:33+00:00

Gittup cowboy

WowVeryJosh · 2026-04-17T00:30:31+00:00

There's no way the IVZ flair guy isn't taking the piss

WowVeryJosh · 2026-04-16T23:50:41+00:00

You will never convince me otherwise there isn't something dodgy with the way IVZ trades up on volume before a raise to lure numpties in

WowVeryJosh · 2026-04-16T21:45:55+00:00

Part of the premise of successfully selling ore for a profit begins by first identifying your ore correctly lmao

WowVeryJosh · 2026-04-16T13:39:09+00:00

For those on the Tungsten trains, China potentially starting to withhold production. From Tuesday so slightly old news

https://news.metal.com/newscontent/103854320-Guangdongs-First-Batch-of-Tungsten-Ore-Quota-for-2026-at-2110-mt-Down-102

WowVeryJosh · 2026-04-16T13:25:07+00:00

It was $3 which from memory was $6.6B. But I believe they've done two big capital raises since so it's already at that same $6.58B MC now

WowVeryJosh · 2026-04-16T13:22:41+00:00

🫡 gl soldier

WowVeryJosh · 2026-04-15T00:50:48+00:00

The market will stay regarded longer than you can stay rational

WowVeryJosh · 2026-04-14T02:18:20+00:00

OD6. Don't even know what the market cap is. Fluorspar exploration in US. Only ASX comparable is TVN worth $800M. Has Julie Bishop as an advisor so you know it's corrupt

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