Equivest βš’οΈπŸ’Ž Profile picture
Dec 19, 2022 β€’ 5 tweets β€’ 3 min read β€’ Read on X
🧡28 significant #discovery announcements on #ASX this year so far.

Will Santa bring us more discoveries this year?

How many will turn significant over time?
2/5 If you wondering, we had no "significant discovery" announencements since the beginning of October.
3/5 How many of the announced discoveries will turn out to be really significant? We can already see from below graph that market thinks that most of the discovery announcements this year were minor discoveries.
4/5 $TEM and $CBE eneded up as some of the biggest pumps of the year, even when the core images and XRF were not so promising. Both companies share prices crashed after the assays arrived.

$GAL and $CNB had significant run up and are maintaining market cap above 100 mAUD.
5/5 $DRE was another runner, with more gradual share price increase and currently has the largest market cap of 228 mAUD vs $GAL 158 mAUD and $CNB 115 mAUD.

Do you think we will see any of this companies go over 1bln MC mark on the back of the discoveries made?

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More from @equivest_explor

Jul 11, 2023
IEA report on Critical Minerals is out.

Good summary of the battery metals market - recommend to read. A bit too positive on supply side in my opinion.

Some of the most impactful figures below 🧡
Clean energies are already taking large share of battery metals supply. Lithium is definitely in the lead.
Battery metals now have 320 Bln usd market and doubled in size in the last 5 years.
Read 8 tweets
Apr 16, 2023
1/12
🧡90% of junior explorers lack a clear Exploration Strategy.

What is it?
Why do you need one?
And what are some examples? Image
2/12
Let's start with what a strategy is in the business terms.
3/12
πŸ’‘HBR on strategy.
"A business strategy defines what an organization does differently from or better than rivals to create unique value."

"Strategy involves a clear set of choices that define what the firm is going to do and what it’s not going to do."
Read 12 tweets
Apr 10, 2023
1/x Geophysics is a powerful tool in mineral exploration, but many investors and geologists struggle to interpret its results.

🧡Here's a simplified explanation of how it works:
2/x Geophysics is the only tool that allows us to see below the surface of the Earth. With seismic and tomography methods, we can peer tens to hundreds of kilometers deep.

Check out the example of tomography imaging below 😲. Source: https://blogs.egu.e...
3/x In mineral exploration, higher-resolution methods are required. Magnetics, gravity, electro-magnetics, and IP are some of the most commonly used techniques - you've probably seen them all in junior companies NSRs.

But what do they measure? And how can we use them?

PART1
Read 10 tweets
Feb 7, 2023
🧡Compilation of 20+ viral #mining #exploration posts.

Please retweet to help other investors learn and make the industry better πŸ’ͺ Image
Read 20 tweets
Jan 19, 2023
Over the last years, we have actively speculated in #exploration sector.

Our approach has changed over time.
One of our strategies is to participate early on in discoveries.

πŸ§΅πŸ‘‡Tips on how to do it below.
Step #1: Stay up to date with exploration results announcements EVERY day.

For us #ASX and #TSX takes 10-20 min per day.
Success here comes down to:
β€’ Know what you look for e.g. 20m @ 3% Cu
β€’ Do not get distracted by noise
β€’ You get faster over time
β€’ Automate 😍
Step #1 cont.: Why EVERY day?

We missed the good announcements before. Most of the days nothing happens, but you do not want to miss the 200% move.

How to read announcements faster: equivest.capital/post/over-the-…
Read 10 tweets
Jan 13, 2023
1/6 Most of the new #discovery announcements and good first holes ends up as a minor discovery.

How to spot significant discoveries as an investor?
2/6 Three steps to followπŸͺœ:

1) Study significant discoveries
2) Study the failed discoveries
2) Learn the essentials of geology

Let's dig in.
3/6 Do the following:
β€’ Select commodity of interest e.g. #copper #nickel #uranium #gold
β€’ Study top discoveries made in the last years
β€’ Look at announcements (grades, footprint, structures, geophysical anomalies etc.)
β€’ Put it into a system
Read 6 tweets

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