Investment Diary (@invdiary) profile picture

Investment Diary

@invdiary

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Joined November 2024
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RC1 $RC1.AX 🏅 Market cap $12M 🙂 Debt-free 🎯 Located in the Eastern Goldfields 👏🏻 Already mined 6.6k ounces of gold this year! The value of the mined ore exceeds the current market cap of the entire company 🔥 42k ounces — current JORC MRE 💪 Potential to expand the resource
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Investment Diary (@invdiary) profile pictureInvestment Diary@invdiaryOct 2
I just finished buying a 12M market cap Eastern Goldfields based company - 👏🏻 6.6 koz already mined this year! 🔥 42 koz JORC MRE 💪Potential to expand the resource — 2m @ 37.52 g/t Au, including 1m @ 67.70 g/t — 5m @ 12.47 g/t Au, including 1m @ 46.90 g/t 🧐 MC 12M? HOW??? 🤫
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Redcastle Resources (@redcastleASX) profile picture
Redcastle Resources@redcastleASXSep 30
📰 @StockheadAU: Redcastle Resources has stacked up an estimated 6,600oz of gold at its Redcastle project in WA’s Eastern Goldfields, with the stockpiled ore ready to be transported to a mill once a processing arrangement is locked in. #RC1 #gold #ASXNews stockhead.com.au/resources/r…
Redcastle stacks up 6,600oz of gold as milling talks continue | Stockhead

Redcastle stacks up 6,600oz of gold as milling talks continue | Stockhead

Redcastle (ASX:RC1) has stacked up an estimated 6,600oz of gold at its Redcastle project in WA’s Eastern Goldfields.

stockhead.com.au
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Redcastle Resources (@redcastleASX) profile picture
Redcastle Resources@redcastleASXSep 30
Redcastle Resources' FY2026 Annual Report: mining commenced at Redcastle Reef, with ore stockpiled by year-end. Queen Alexandra progressed through technical evaluation and mine-readiness activities. Read more: wcsecure.weblink.com.au/pdf/… #RC1 #AnnualReport #Gold #ASX
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Fjord Phil (@FjordPhil) profile picture
Fjord Phil
@FjordPhilOct 23
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Darp101 (@DarpResearch) profile picture
Darp101
@DarpResearchSep 17
Monument Mining Buyback Proposal: $MMY.V $MMTMF A comparison of investing cash into Monument's own shares versus building a new mine in Australia or buying another producer. This is the bottom-line chart. The complete report is attached. A path to a 40-bagger is feasible. cdn-ceo-ca.s3.amazonaws.com/….
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Respeculator (@respeculator) profile picture
Respeculator@respeculatorOct 13
Chart crime? 🤔🤔😂
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Conservative Dividend Investing (@CDInewsletter) profile pictureConservative Dividend Investing
@CDInewsletterOct 13
This is the greatest post in the history of FIRE Reddit. Perfection.
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I just finished buying a 12M market cap Eastern Goldfields based company - 👏🏻 6.6 koz already mined this year! 🔥 42 koz JORC MRE 💪Potential to expand the resource — 2m @ 37.52 g/t Au, including 1m @ 67.70 g/t — 5m @ 12.47 g/t Au, including 1m @ 46.90 g/t 🧐 MC 12M? HOW??? 🤫
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Investment Diary (@invdiary) profile picture
Investment Diary@invdiaryOct 2
Replying to @pennycapitalaus
Wrong. When directors buy - you buy.
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Zen Trade 🌟🚨 (@aammiitt2) profile pictureZen Trade 🌟🚨
@aammiitt2Sep 30
$BC8 $BC8.ax Don't touch it pls.....72c is the absolute bottom....Market is forward looking and Diesel, High AISC costs, Lower Production is going to be priced in at 72c....
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Fascinating to see $NST.AX, $FRS.AX, $RMS.AX $EVN.AX and $BC8.AX holding up so well despite weakness in gold The entire Goldfields region is on fire 🔥- anticipating a wave of M&A activity! I hope smaller miners $LM8.AX $JAV.AX $FAU.AX $EMC.AX $RGL.AX will get some love, too ❤️
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Investment Diary (@invdiary) profile pictureInvestment Diary@invdiarySep 28
Replying to @GoldForecast
Now $AEM wants to buy $NST.AX 😆 I wish they bought all my Goldfields/Kalgoorlie miners - at a huge premium, of course! 🤣 Aussies are the most valuable miners- such a pity you don't have IBKR account where you can buy them!
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Dear majors, be smart. The best acquisition targets are: BC8 Black Cat Syndicate LM8 Lunnon Metals $FAU.AX First Aurum $JAV.AX Javelin Minerals $EMC.AX Everest Metals
Investment Diary (@invdiary) profile pictureInvestment Diary@invdiarySep 28
Replying to @GoldForecast
Now $AEM wants to buy $NST.AX 😆 I wish they bought all my Goldfields/Kalgoorlie miners - at a huge premium, of course! 🤣 Aussies are the most valuable miners- such a pity you don't have IBKR account where you can buy them!
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Why buy $NST.AX while you can buy LM8
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LambDownUnder (@LambDownUnder) profile pictureLambDownUnder
@LambDownUnderSep 27
Good Job $NST.ax. Gold fields are being predatory, ramp up the buyback and defend the share price. They have already stolen $GOR.ax from me for a song and a dance, don't let them repeat it here, less than 12 months later. Will note the ASX listing as part of the takeover as well. $GOLD
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Investment Diary (@invdiary) profile picture
Investment Diary@invdiarySep 24
Replying to @Johnie36149708
My problem is even worse, I am buying names like LM8 or BC8
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Lunnon Metals would have made $20M net this year at gold price $3500.
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Investment Diary (@invdiary) profile pictureInvestment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
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Why is China buying so much gold? Because it's cheap! Also, they need to accelerate treasuries sells. However, I am not buying $GDX - see what I am buying below:
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Investment Diary (@invdiary) profile pictureInvestment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
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I made 3X on $ALTN.L. I also made 3X on $MSA.TO. Then, I made 3X on $BCN.AX. Bought those before everyone else discovered. Now I bought Lunnon Metals:
Investment Diary (@invdiary) profile pictureInvestment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
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It's time to sell overvalued $GDX and buy undervalued producing microcaps instead!
Investment Diary (@invdiary) profile pictureInvestment Diary@invdiarySep 21
I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
Image from Investment Diary (@invdiary)
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I increased Lunnon Metals - made it my biggest position. 30% shares owned by Gold Fields, selling ore to them. Lady Herial was low AISC (below 2000 USD). They made net 40M in 6 months. Now, MC 80M, cash 40M, Nickel optionality ~20M. New deposits identified. 13M exploration budget
Image from Investment Diary (@invdiary)
Investment Diary (@invdiary) profile pictureInvestment Diary@invdiaryApr 23
Not only $LM8.AX $LM8 is printing gold reserves, it is already producing- going to make ~40M of FCF before September this year!
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Jeremy Raper (@puppyeh1) profile picture
Jeremy Raper
@puppyeh1Sep 9
Alara $AUQ.AX breaking out. I prev wrote this up here... rapercapital.com/2026/08/24/… If you run-rate what they've reported for shipments this qtr, I have this - despite the move - on about 1.5x EV/EBITDA...w/ the JV rapidly reducing debt given current spot Cu pxes...or about 1-1.5x P/FCF... Rerating just getting started imo 👊👊
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