BBN (@bigbitenow) 's Twitter Profile
BBN

@bigbitenow

Bringing logical analysis/research to my investments. The greatest investment we'll ever make is time itself. So DYOR and always check everything yourself.

ID: 410966118

calendar_today12-11-2011 20:28:10

26,26K Tweet

5,5K Followers

423 Following

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#HEX confirm their 3 well hub is now secured and first production in the Summer is still on track, targeting c. $12m in pre-trax cash flows. But now we know that because Linda #1 was so good, it could run at a higher sustained flow rate with the addition of more membrane. If

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#HUD beaten down from recent highs these last few weeks, and today's share issues for deferred acquisition costs likely not helping. But as I have tried to demonstrate many times, the proof that the business is growing fast is out there for those willing to look. I expect

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Gold is now pushing back towards ATHs whilst #GRL sits at YTD lows. I get why. Communication or lack of. It has been two months since the last update, which stated that "mining operations will re-commence in Pit 1 this month." Deliver a return to c. 1 g/t and a big re-rate is

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#HUD is a completely different beast from the one seen even just 6 months ago, and is beginning to shift through the order number gears thanks to the revamped and upgraded warehouse. A golden nugget on Discount Dragons (DD) right at the end of the video. 26 pallets of orders

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Encouraging results, yes, but unfortunately, these initial Ballieston results are unlikely to move the dial for #ECR. Be it that one result remains outstanding. It would have been good to show how these results relate to the previous 32% discovery in historic drill hole

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Excellent numbers from #THX today. At the end of 2023, this company had a working capital deficit of over $57m, gold traded at c. $2,000/oz, and refused to break out. This led many to ignore or even question why I would be invested in such a high-risk company with such a

Excellent numbers from #THX today.

At the end of 2023, this company had a working capital deficit of over $57m, gold traded at c. $2,000/oz, and refused to break out.

This led many to ignore or even question why I would be invested in such a high-risk company with such a
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Two of my biggest holdings are performing really well at the moment. Long may it continue (#HEX #IES). I would say #AET also, but it is coming off a very low base. Still, in my eyes, it is certainly a keeper.

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I am still holding most of #GRL. Mainly because the gold price is just too damn to ignore vs. the current MC. But the tardiness and lack of respect for reporting are beginning to grate. It is fair that the market expects regular production updates because that is a trend that

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Having recently come off a low base and a fairly recent fundraise, #BRES has understandably seen some selling post the DFC payment. But I don't believe the impact and meaning of those payments recommencing has been fully recognised yet, especially with the next one due to land

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Momentum being the key word #HEX. The updated reserves report is expected to follow shortly after completion of this well. The focus should then shift to plant installation and off-takes.

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Can #MTEC finally push past this 29.5p marker? The form says a YE trading update comes in early June, and it is set to be their best for a very long time.

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"#IES continues to engage closely with a number of developers, including partner Frontier Power, to submit project bids at sites across the UK ahead of the first application window for the scheme, which closes on 9 June 2025." Minimum order size = 300 MWh. Indicates multiple

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From today's #HEX RNS, "With the helium market undergoing major structural challenges, our near-term production, strong reservoir performance, and low-cost operating model uniquely position Helix as a large domestic source of helium" The market is still playing catch-up whilst

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Plenty to digest in the #IES FY24 report. FY24 was a difficult year, hence the leadership reset. Plus Endurium only launched late that year with zero deployments. So the financials were broadly expected, so it's no surprise, and importantly, the going concern says they are fine

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#GRL scraping along at June 2024 lows with gold threatening to challenge ATHs again. A lack of updates seems to have killed sentiment, but I keep reminding myself that this is a gold producer and it is currently trading at £5.6m MC. Am I a fool to be still holding some? Time

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Commencement of trial mining and bulk sampling at Blue Mountain should be drawing close. The first step towards revenue generation in a high gold price environment. #ECR