$FME.AX: WA #platinum #chromium developer with shallow, high-grade reef asset and AISC target of $790/Oz. 2025: China launched trading of platinum futures. 2026: PHEV growing while BEV stagnates = more PGE demand.🫡 $ABX.AX $AVL.AX $A1M.AX $DEV.AX $EQR.AX $SKY.AX

Platinum has just run a fourth straight year of supply deficit, and the three companies that mine 70% of the world's supply answered by cutting thousands of jobs and paying dividends rather than building a single new mine. The metal still trades at 40 cents on the gold dollar.x

"Copper and uranium are already total no-brainers" - agree. $A1M.AX: QLD #copper miner that's met production guidance for 11 consecutive quarters. #A1M Discipline Consistency. $ABX.AX $AVL.AX $DEV.AX $EQR.AX $FME.AX $SKY.AX

Honestly, looking at mining earnings over the last 12 months, it’s just been a non-stop parade of production guidance downgrades. We’re deeply embedded in an era of structural bottlenecks and tight balances. The street is screaming for tech-critical minerals, but the physical supply is completely missing in action. This is what happens when you stack a decade’s worth of massive underinvestment on the industry's capex. Of course, the supply wave will hit and flood the tape down the road, but that is definitely not a today story. The emergence of these new structural demand segments hitting a wall of supply deficits is making the entire minerals space look incredibly attractive. Copper and uranium are already total no-brainers, but look at how even the nickel market is quietly grinding back into balance. This macro run is far from over—we’ve got plenty of room to legs up. #copper #uranium $HBM

Andrew Browne, a geologist with 43 years of global uranium exploration experience and a key member of the Jabiluka and Ranger 1 No 3 Deeps discovery teams in the Northern Territory, has joined $DEV 🇦🇺 as Technical Advisor, a role he also holds at $NXE 🇨🇦. Welcome aboard!

$DEV 🇦🇺 following Guy Keller's advice: "Raise double what you need & drill it hard." Dilution = ~35%, 683M shares total. Now owns ~70% of the ARUP. They will be fully funded for very aggressive drilling campaigns well into Q4 2027. Last chance to rerate to ~A$0.80 to ~A$2.00...

$DEV has acquired nine Rio Tinto uranium Exploration Licence Applications in the Alligator Rivers Uranium Province, giving us one of the most strategic land positions surrounding Nabarlek and advancing our district scale exploration plans. @Stew_Walters #DEV #ASX #Uranium