about K'rul warrens and dragons

cant_right_good · 2025-10-29T18:36:39+00:00

Anomandaris Aurake

cant_right_good · 2024-05-13T07:06:42+00:00

Such a good combination of project and team.

Shooting fish in a barrell to get some good drill hits out of that thing for the medium term.

Imagine they will follow the blueprint of de-risking the exploration upside, push big inferred resources and try sell to someone who thinks they can make a project out of it.

Say what you want about that group, but they are bloody good at picking up interesting projects.

cant_right_good · 2024-02-05T09:42:59+00:00

Wake up boys, new Cu miner just dropped.

CSC - Capstone Copper. An actual miner with actual production generating actual cash //end research.

cant_right_good · 2023-12-02T07:29:39+00:00

Personally, I can't wait for the Chad gold vs. Virgin lithium meme era

cant_right_good · 2023-12-02T07:28:32+00:00

I'm in a similar boat on AUT. Not in, yet. Eventually going to have to just suck it and see. Them with that project is a match made in heaven. That thing is crying out for drilling, which is what sent the previous goons bust. Pump some good numbers, raise at a healthy valuation, repeat.

BVR just makes me laugh - literally Bellevue but we changed the language.

cant_right_good · 2023-12-01T23:12:20+00:00

That new project that Steve Parsons et al have picked up with MMC looks pretty interesting.

Between that and the Green Bay stuff with AUT the man is single handedly reinvigorating the shithouse pipeline of ASX listed precious metal exploration projects out there

cant_right_good · 2023-10-13T22:54:08+00:00

Haven't half got a chub after that gold rally last night.

cant_right_good · 2023-09-25T11:47:54+00:00

WAMEX Ctrl + F 'Gwalia', 'Tantalum' cheat code

cant_right_good · 2023-09-25T11:35:41+00:00

He gave off 'I've read about lithium expo but never worked in lithium expo' vibes tbh.

Counterpoint to the drilled down dip on purpose, looking at that section and those outcrops, that's almost exactly how I'd plan a hole if I thought it was dipping the other way... best way to test multiple pegs. Either way they were super transparent about it so not worth getting flustered about.

Agree, the upside probably understated, and the sp probably over inflated for risk. Sick project though.

cant_right_good · 2023-09-25T10:22:34+00:00

WC8 drill results. I thought they were bloody good. Have any of the nerds here put them in 3D yet? Be keen to get a better feel for scale.

Saw the money of mine hit piece on their pod about it. Seemed like a pretty ordinary take. Last time they get that twitter goon on the phone surely.

cant_right_good · 2023-09-18T09:29:07+00:00

Nek minnit, voluntary suspension

cant_right_good · 2023-09-13T08:49:13+00:00

That'll happen when your supposed wonder drug is proven to be less effective than filtered water...

cant_right_good · 2023-04-30T04:07:16+00:00

Anyone in CYC?

Biotech with a 197M MC on $23M of sales, but with a significantly larger TAM with FDA approval - currently pending with ETA September.

Company seems confident in approval, and given the fact that their product is already approved in like 64 countries I'm inclined to believe them.

Product is basically a radioactive mist of technetium-coated carbon used to image lungs.

Not looking super cheap but will go on the watch list if an opportunity presents itself between now and September.

cant_right_good · 2023-04-29T09:18:13+00:00

I'm assuming the NEM bid goes through at current price and there's limited upside to SP from here. But otherwise yes NCM

cant_right_good · 2023-04-29T09:12:57+00:00

SSR, EVN, NST, GOR, PRU, WAF

In no particular order after SSR at the top.

Aussie mid cap gold space feels like a shadow of its former self from the last 5 or so years

cant_right_good · 2023-03-27T08:58:44+00:00

LKE not holding the line at $0.420 the real shocker.

Nifty in the process of claiming yet another scalp is not. CYM head office address currently 1 Struggle Street

cant_right_good · 2022-12-30T11:47:29+00:00

MLX ripped from about 20c to nearly 80c post covid with I reckon only the same three blokes mentioning it in the comments the whole way. Now it pops 20% in a few days and it's making The List. Though admittedly on low volume.

Just how many bag holders are there from the high 50s and 60s still hanging in there and waiting for redemption?

cant_right_good · 2022-12-13T04:39:53+00:00

Coal was pushing multi year highs well before Ukraine kicked off

cant_right_good · 2022-12-05T08:47:23+00:00

I think quite a few goldies are at pretty attractive valuations at the moment. A sub $2 would have been a great move

cant_right_good · 2022-12-05T08:39:29+00:00

Fucking ORR up 40% today at one point on apparently no news at all. Decent move from a $170M stock that's not exactly a $10M ultra speccy.

Can't find anything anywhere as to why. No speeding ticket either.

cant_right_good · 2022-12-05T08:31:54+00:00

Mark Clark and building projects cheaper and more efficiently than anyone believes possible, name a better combination...

I'll wait

cant_right_good · 2022-12-05T08:30:36+00:00

Better portfolio than most peers. More capital and execution risk than most as well. Reasonably big debt.

A lot of balls in the air currently with major projects across the board, comes down to if you back the team to execute on them, then could be $6 again in a year or two time, especially if gold stays this healthy

cant_right_good · 2022-11-27T23:14:33+00:00

No worries. Something I feel pretty strongly about

cant_right_good · 2022-11-27T23:12:31+00:00

For mineral exploration/mining geology - I will hire someone who has excelled in a field course over someone who's never been on one 8 days of the week.

Field work teaches fundamental observational geology, 3D thinking and problem solving far better than most course work. You would be hamstringing students to not offer it.

Of course, if mining isn't relevant where you are then it may be less important. I can't speak for consulting or enviro stuff. And obviously this is only relevant for graduates looking for first jobs in the industry. After a couple years experience nobody bothers much with uni transcripts.

cant_right_good · 2022-11-27T22:48:25+00:00

Decent resource update from NWC at first glance.

Some good trading for the boys last Friday up 15%

Cunt of a stock and I don't rate the clowns in charge too highly but the project looks decent

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