Kiril Ruvinsky
@KirilRuvinsky
Followers
3,020
Following
424
Media
152
Statuses
3,781
Long term investor in microcap companies. All posts are my personal opinions. NOT financial advice. (WARNING) Zero tolerance for dick heads.
Sydney, New South Wales
Joined July 2012
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Northern Lights
• 161586 Tweets
オーロラ
• 147005 Tweets
BECKY X MAYBELLINE LIVE
• 130746 Tweets
#REBECCAPINKLOVELIVE
• 127691 Tweets
Knicks
• 78181 Tweets
#Auroraborealis
• 64555 Tweets
#キントレ
• 40405 Tweets
melanie
• 39969 Tweets
HBD LINGLING KWONG
• 31953 Tweets
BUMP
• 28457 Tweets
UsutTuntasRBT UsutRBS
• 19875 Tweets
Hughes
• 17338 Tweets
Brush Teeth With Patrick🪥
• 15532 Tweets
Oilers
• 14647 Tweets
バチコン
• 13200 Tweets
キンスパ
• 12321 Tweets
ソウルイーター
• 10240 Tweets
Pinned Tweet
@amcloans
As Charlie Munger says, “the first rule of compounding is to NEVER interrupt it unnecessarily.” Too often people sell for a few pips profit, then watch it 10x.
6
8
65
@GaryJac34303792
Perhaps because the people of Europe have previously seen what happens when people are divided and then turn on one another. Australia has never really been tested and its reaction to this makes me sick.
23
76
2K
@DaveTaylorNews
I’m watching the potential collapse of corporate debt markets.
CS recently got stuck wit a funding package used to help finance the buyout of software group Citrix Systems by private equity firms Vista Equity Partners & Elliott Investment Management.
So much paper now junk.
7
18
146
I attended a Sydney auction this morning.
5 registered.
Property guided $2.3m through campaign.
Increased to $2.5m yesterday.
Buyers Agent opens with a knock-out bid-
$2.8m
Agent takes BA into room.
Comes out declaring BA raised to $3m.
Buyer charged $66K to overpay $400K
32
3
113
$RNU
This is already operational. It is loaded with a 600 kilowatt-hour battery pack.
There simply isn’t anywhere near the amount of Graphite the EV revolution will require over coming years.
Investors haven’t worked out how huge the demand will be.
6
13
110
$RNU
Good chat with DC today.
Cap raise allows us to move forward faster.
Better bank balance = better negotiation for offtakes which will deliver better outcome for S/H's.
We can do feed, detailed design now & move forward faster.
"I'm a shareholder too".
7
9
98
$RNU
Its a beautiful day when the worlds 2nd largest proven Graphite reserve gets expanded 17% indicated & 14% measured + indicated.
This is OUTSTANDING!!!!
#lifechangingstock
3
13
94
Sadly $SYR holders are learning how difficult it is to get funding when your product comes from a high sovereign risk location. This huge dilution to build the plant in USA.
$RNU granted $185m cheap finance from Aust Government.
This is why I ONLY buy in tier 1 jurisdictions.
10
5
91
$RNU
When one of the largest global players names you in their company report you know you are in great company.
3
6
87
$RNU
This is HUGE news.
“building what it envisages as one of the world’s largest gigafactories.”
“construction would begin in the second half of 2023.”
Where will they get all that Graphite from?
10
8
84
$RNU
"Graphite’s time has come, Renascor boss says
Graphite has the potential to emulate the lithium boom, with a corresponding benefit for Australian miners, Renascor Resources boss David Christensen says."
3
7
76
@cjoye
@corelogicau
One of our brokers just had an eastern suburbs valuation for a $3.5m purchase come in short.
Purchase was via auction NOT negotiate.
This has never occurred before.
Valuers are applying future price reductions to current valuations.
Things could get serious quickly.
12
6
77
$RNU
It actually doesn't get better than this.
And for now us lucky retail holders have her all to ourselves.
Shortly the ASX300 admission will bring insto's,
that's when the magic happens.
20x-50x opportunity
#lifechangingstock
Australian Government conditionally approves A$185 million loan facility to fund
#Renascor
’s Siviour
#Battery
#Anode
material project in South Australia. 100%
#Australianmade
Purified Spherical
#Graphite
.
#criticalminerals
#ESGinvesting
#CleanEnergy
#Sustainability
#HFfree
$RNU
5
28
135
8
7
76
$RNU
WOW!!!
POSCO is the largest anode manufacturer outside of China listed in NY & Korea with a MC of US$25B. This may include equity investment in RNU. This will now blow the NPV10 sky high as we adjust for variables since it was initially released.
#lifechangingstock
5
16
73
$RNU
Major re-rates occur when Insto arrive.
Smells like that is starting to happen now.
With RNU likely joining the ASX300 Index next month every single index fund holding ASX300 will be mandated to buy.
This is going to get very interesting.
$RNU
Nice and pretty solid orders at 32.5c
Two gap not filled are giving us signals we probably facing a huge re-rate.
#billiondollarmarketcap
#graphite
#asx
#StockMarket
#stockstowatch
#stocks
3
1
31
8
3
73
$RNU
And you still can’t see what’s coming?
DC sitting almost opposite Albo in Washington yesterday with resources minister M King.
9
8
71
$RNU
1.
I emailed DC this morning asking why?
He replied 'It enables us to bring forward the upstream component at a market critical time. Flake graphite prices are up over $800/t & more importantly are looking like the bottleneck in the graphite to anode supply chain due to a
4
6
70
$RNU
“We are looking at producing more at stage 1 & additional stages”….BOOM!!!
Another outstanding interview
@ASXInvest
well done.
#lifechangingstock
Renascor Resources (RNU) – Understanding The Graphite EV Opportunity via
@YouTube
3
7
69
$RNU
When an insto buyer waits all day to fill his order & finally loses patience & buys 1.447m shares for $390k.
Dumb arse retail can’t see what’s coming?
9
5
68
$RNU
Stage 1 now covered
$185m loan from the gvt ➕ current cash balance (As at 31 Dec 23) 125m = 310m.
This is now completely DERISKED with the Australian Government effectively underwriting this project.
5
7
69
$RNU
- NPV $1.5B
- CAPEX stage 1 only $214m
- EBITDA $363m
- Payback 4.5 years for stage 1
- Production to start 2025
⬇️⬇️⬇️
"additional information relating to de-risking stage one & getting into growth opportunities"
Interesting comment.
11
6
63
$RNU
Tell me you are going to Final Investment Decision with out telling me!!!
Well there it is people. FID is merely a formality now.
De-risking complete in my view.
@Renascor_ASX
commences long lead time procurement for the
#Siviour
BAM Project. To read the full
#ASX
announcement go to
#Graphite
#Siviourproject
#Greenenergy
#Mine
#BAM
#SouthAustralia
#Sustainabledevelopment
#Renewable
#Batteryanode
$RNU
3
12
75
5
8
65
$RNU
Anyone serious about life changing returns MUST read this.
“China’s dominance of the graphite market could pose problems for western automakers as demand for anode material is set to rise by over seven times this decade.”
20x-50x opportunity
8
3
64
@SaraVic333
Amazing how little it takes for friends and loved ones to turn on you let alone complete strangers. Never thought it would happen in Australia.
4
3
54
How to make a fortune investing in
#lifechangingstock
This investor believed in Tesla. His position fell over 90% to $13k. Today it’s at $9m. Hard to do?
Find the right stock, then sit on your hands and do NOTHING. Most investors don’t make the distance.
8
9
61
$RNU
This graph below from Benchmark shows the case for why you only need 1 stock in your portfolio. The shortfall in global Graphite will become EXPLOSIVE & provide life changing returns NEVER seen before. Look at these numbers!!!
Graphite is forecasted to be in extreme deficit. Just like lithium is the irreplaceable element for the cathode, graphite is the irreplaceable anode material.
#graphite
12
28
153
10
9
64
$RNU
"A global graphite shortage is a matter of when, not if."
"For the US, which is 100% dependent on foreign imports of the material, it is a ticking time bomb that could derail the nation’s vehicle electrification & decarbonisation ambitions."
0
2
64
$RNU when the world starts to realise the EV revolution is not happening without Graphite.
Welcome to the party....its just beginning.
Graphite is the PLAY!!!
5
2
64
$RNU
The final pieces being put into place now.
A 40 year lease right at port with minimal capex is just brilliance on behalf of DC & management.
#lifechangingstock
transforming right before our eyes.
This is where the dream is born. Biggest Anode Material Plant of Australia 🚀🚀 $RNU
2
9
58
4
4
62
@SandstoneDavey
Great story well done.
I did exact same thing but started with $5m.
My wife also cried.
#stillcrying
.
5
0
61
$RNU
Drilling to expand the 2nd largest graphite resource in the world.
Recent drilling included assays that are amongst the thickest & highest grade intersections in the area.
DC mentioned previously we could be the biggest resource in the world. Now he is going to prove it.
4
8
62
$RNU
INSANE buy order went through taking out the road blocks in 1 bid.
6,557,174 shares bought in 1 purchase at 26.5c = $1.737m of coin.
Serious buyer stepping up....is nice!!!
2
0
63
$RNU
“If China stops exporting lithium you can get it from Australia, Chile, Argentina, lots of places, but if China stops exporting graphite, you can’t get supply from elsewhere."
Where will they get all that graphite from?
13
6
62
$RNU
Recent reply from DC:
"Before too long, we would hope to have our PEPR, & the fact that we’ve gone through an exhaustive & lengthy approval process from very strict regulatory authorities will work in our favour."
Its coming.
4
3
61
$RNU
“I consider graphite to be one of the least publicized critical minerals, especially given this anode material is the single largest component (by weight) of lithium-ion batteries used in EVs (up to 48%) and energy storage technologies”
5
6
60
$RNU
Line wipes going on all over the place.
Any sellers are just being scooped up.
True rerates occur when insto buying takes over from retail.
This is the start.
Market Cap under $1B (50c) is a gift at this stage of what is an elephant project.
9
6
59
$VR1
With the progress being made in AR hardware, the public will quickly start to adapt their use in everyday life. I am in on the ground floor with this Aussie tech unicorn. Billion $ opportunity
8
7
57
$RNU
$468K purchase this morning shows we are getting some large new buyers finding out about the Graphite story that is about to EXPLODE!!!
5
0
58
$RNU
READ THIS.
Offtakes MOU's executed =60,000tpa of PSG. This will blow the NPV10 out of the water now.
We are receiving "a significant volume of inbound inquiry from globally-recognised international groups that are leaders in the battery supply chain."
5
5
56
$RNU
“there’s one mineral in particular that might repeat lithium’s 2022 performance (or even exceed it) thanks to strong demand and far greater supply constraints…battery-grade graphite.”
#lifechangingstock
3
6
56
1. $RNU
Elon Musk said: “Our cells should be called Nickel-Graphite, because primarily the cathode is nickel and the anode side is graphite with silicon oxide.”
Welcome to the START of the EV revolution right NOW.
This week the Pentagon added Graphite to its newest National
4
4
56
$RNU
Finally we have arrived. The supply chain for EV’s doesn’t exist without the largest component being Graphite.
Anode manufacturers need this product NOW.
The global shortage of it is NOW.
Ladies & Gentlemen may I introduce….RNU!!!
Lithium ion battery surge begins to hit the anode supply chain, all the way up to flake graphite mining.
A critical cog in the energy storage revolution, graphite anodes are just growing in stature and market size.
8
54
188
3
5
55
$RNU
I reached out to DC re PEPR delay.
His reply- this is pretty typical.
Its NOT just the mines dept. but host of referral agencies involved=slows things.
Thinks we are close now.
Doesn't think we will be off schedule = AWESOME news!!!
#lifechangingstock
4
4
55
$RNU
From the lips of the Big DOG of the EV sector.
The opportunity for graphite producers outside of China in a tier 1 jurisdiction is life changing.
Then add in the down stream PSG capability and BOOM!!!
11
7
56
$RNU
'China's decision to restrict graphite exports, announced 5 days ago, is causing an earthquake in the global auto industry, & the tremor is becoming increasingly strong.'
Where will they get all that Graphite from?
7
4
53
$RNU
The game is changing right before our very eyes.
EVERYONE needs to secure material in order to produce their Lithium-Ion batteries which are 50% made of Graphite.
The EV revolution leads to ANODES. Which leads to RNU.
4
11
54
$RNU
Perfect storm.
I am betting the fireworks starts next week.
The massive rerates occur when funds arrive.
This week it finally feels like they have their permission to start building their positions due to Aust Government Funding of $185m.
1
7
55
$RNU
With lithium 10x in the last 2 years one can only imagine what Graphite will do as we move to deficit right NOW.
Insto money is always late to the party. But they will work it out soon enough.
Strap in.
2
1
54
Apartment in Sydney bought new in 2017 for $790K
Sold now $600K
5 year loss of 25%
This is why we NEVER buy new/off-plan.
Almost time to buy Sydney apartments again.
10
0
54
@bhavdip143
50% of a lithium-ion battery used in EV’s is Graphite. Hence why $SYR has 10x in last 6 months. I just found $RNU with the worlds 2nd largest deposit at only $35m market cap. Just sayin.
9
14
48
$RNU
BOOM!!!
We are on.
The Graphite rerate has finally begun.
And we are in on the ground floor.
2
4
52
$RNU
“The Albanese government will commit a further $500m from the Northern Australia Infrastructure Facility (NAIF) to help kickstart a critical minerals processing industry”
Strap in people. And so it starts.
1
4
52
Those that know, know. $BRK about to become the sexiest oil junior on the ASX. HUGE week coming our way. Thanks Huh for the HC share.
1
5
53
$RNU
Macquarie initiates coverage with 'Outperform' price target 30c.
Always like to see the large investment houses start analysis on a stock I own. This should see new interest come in from investors.
3
10
53
$RNU
Biden’s inflation reduction act requires that by 2025
“An EV battery must also be completely free of minerals from China.”
With so few major producers outside of China RNU looking great.
Lack of graphite could gum up American EV market - E&E News
2
5
51
$RNU
Awarded Major Project Status by the Australian Government TODAY!!!
This is being re-risked before our eyes.
20x-50x opportunity right here.
#lifechangingstock
$RNU 🤩
Oh boy!
“Major Project Status”
received from SA govt for SA battery mineral projects… 👍👍👍
I see this as a no brainer towards path to production soon..!!! Backs by the SA govt.. 👏
🤩 🔥🔥🔥
2
4
42
3
7
51
$RNU
Its coming!!!
It was a pleasure to meet today with South Australia Minister for Trade and Investment
@NickChampionMP
and our Japanese partner Hanwa Corporation, as we look to help fill the growing
#graphite
supply gap with our 100%
#AustralianMade
Siviour Project. Thanks to the entire…
3
16
99
2
4
51
$RNU
It’s 50% of my portfolio.
“There's no use diversifying into unknown companies just for the sake of diversity.”
Peter Lynch
@elonmusk
just dropped a bombshell: "But it is looking increasingly like […] that Tesla will need to get into the Mining Business"
FYI -
@TeslaBest
@farzyness
@DillonLoomis22
@DrKnowItAll16
@LimitingThe
@TeslaBoomerMama
@SawyerMerritt
85
147
826
10
4
51
$BRK is going to surprise all the doubters very shortly. So many catalysts for a major rerate.
#lifechangingstock
2
4
50
$RNU
No words required.
$$$$$$$$$$$$$$$$$
It was an honour to help represent Australia at the recent Korea-Australia
#CriticalMinerals
roundtable in Seoul. A highlight was the meeting with our Premier
@PMalinauskasMP
and POSCO International Senior VP Sungwon Yoon and Li-ion Battery Materials Group Leader Jong Hyun Kim.
2
18
92
0
4
50
$RNU
"The MOU provides for the potential purchase by Mitsubishi Chemical of both Graphite Concentrates and Purified Spherical Graphite"
DC creating some serious competitive pressure.
With an absolute global shortage of Graphite around the corner watch them fight for supply.
6
4
50
$RNU
DC has often said we have the 2nd largest, "if not largest" proven reserve globally.
Now you can see why.
This is 3kms north & assays show widespread high grade graphite.
We are sitting on an elephant reserve here.
1
9
50
$RNU
Bentley commits to investing 2.5 billion pounds ($3.4 billion) in sustainability over the next decade going exclusively EV by 2030.
Where will they get all that Graphite from?
20x-50x opportunity
#lifechangingstock
5
5
48
$BRK Rerate starts this week. Chart looking great, closed at ATH close, flow about to be confirmed. 20x-50x opportunity.
#lifechangingstock
.
8
5
48
#VR1
$VR1.ax
To think people panicked and exited on panic.
The world is just beginning its journey of digital transformation.
This is NOT going away, this is just the start.
2
5
47
$BRK
WOW, how good is this!!!
$13m cash currently.
Pumping oil = CASH COW.
3 Tier-1 DSUs
11.6 million BOE estimate
Market Cap $58m
The cheapest Oil play anywhere!!!
$BRK Brookside Energy fast-tracks Flames well development and secures funding runway from CPS Capital
@BrooksideEnergy
#BRK
0
9
43
2
2
47
$RNU
Thank god we raised when we did.
DC proving his worth once again.
We will likely need a small top up (possibly from POSCO) to construct mine & plant which will come out in the BAM.
Glad I bought more $RNU at the bottom. $ASX
This project is going to be massive !
#Graphite
#EV
#batttery
#minerals
#SouthAustralia
2
1
28
3
1
47
$BRK
Time for a serious re-rate on this junior oiler. This is about to surprise a lot of people.
#lifechangingstock
0
4
48
$RNU
"Renascor in South Australia is another project. So I've been actually speaking about these very projects to our American friends over the past couple of days."
Interview of Mining Minster yesterday.
6
6
48
$BRK The big money you can make in microcaps getting set in totally de-risked oil juniors before the crowds arrive. The free cash flow this will be spitting out each year as we add 20 more wells is hard to fathom.
"It's far more bullish than we could have envisioned.
Take oil. The deficit that we can measure at the end of last month was running around 4.5m barrels/day.
That's nearly 5% of the market is in a deficit. That is such a large hole that OPEC the U.S. nobody's going to fix this."
15
29
222
5
3
46
$RNU Renascor to accelerate feasibility work for an enlarged Stage 1 operation and Stage 2 expansion. This will be a $1 stock without any doubt. This gem is that 1 in 1000 mining plays you spend your entire life looking for.
2
2
46
$BRK. Penny finally beginning to drop? $52m free cashflow…well 1 of 20.
#lifechangingstock
2
5
46
$RNU
"Graphite has kind of been the poor cousin of battery minerals & doesn't get the attention of the other commodities,"
"But we're getting very close to an inflection point where demand overtakes supply & this is going to be first-page news."
0
8
46
$RNU
1.
"Demand for anodes grew by 46% in 2022, compared to 14% growth in supply for flake graphite."
"This supply/demand imbalance during 2022 caused prices for -100 mesh flake graphite to rise by 25%, a trend
3
7
47
$RNU
I asked DC last week if this raise was going to Insto and he said absolutely.
He has been presenting to a number of instos last few weeks.
Can’t wait to see who has joined our register.
Expecting strong news flow from here.
4
2
47
Energy stocks disconnect gets ‘crazy’. UBS rates all the stocks as “buys” saying it expects the Australian energy market “to eventually catch up on the recovery in oil prices”. $BRK going to run HARD this week as re-rate commences.20-50x opportunity here.
3
7
46
$RNU
"According to Benchmark Mineral Intelligence, demand for anodes grew by 46 per cent in 2022, while supply of flake graphite – the most geologically common form of natural graphite – enjoyed 14 per cent growth last year."
See what's coming?
3
3
46
$RNU
Credit to Topo on the Chop.
Key requirements of PEPR was Desal plant approval.
APPROVED 23/12✅✅✅
Amazing News!!!
How good is this management team.
2
7
46
$RNU
When you find GOLD, you get the biggest bucket you can find and start shovelling.
And when you are finished....you get a bigger bucket.
This is only the beginning. Insto's clearly only now working this out.
20x-50x opportunity
#lifechangingstock
@James86323825
@Dimitrios_1963
I bought at this price.
I would rather be 100% certain I have the position I want in $RNU rather than take the risk it opens on Monday at 18c and finishes at above 20c than waiting for 12c.
1
0
10
11
3
46
$RNU
Just as suspected.
Insto buying up all the loose hands from dumb arse retail.
4
2
45
@SenatorRennick
Please
@SenatorRennick
explain to me how the Government PBS was happy paying $1,113.84 for scripts being prescribed by Doctors well past the period that this medication could be useful.
The system is a giant PONZI scheme designed to benefit big pharma.
3
8
45
How cool is this bloke?
This is the Australia I grew up in.
5
3
44
$RNU
Can't keep this life changing stock a secret any longer.
I expect a serious rerate into July starting with updated BAM.
Critical Mineral Policy 2023. $RNU one of three Strategically significant projects 👇👇 Released 🇦🇺 .
0
5
37
1
5
45
$RNU
"Automakers, including Tesla and Mercedes, are rushing to lock in graphite supply from outside dominant producer China, as demand for electric vehicle (EV) batteries outpaces other uses for the mineral for the first time due to soaring EV sales."
1
5
45
@Blsellhigh
Afterpay $APT revenue $519m
Market Cap $42B
Revenue/MC = 1.2%
$IOU revenue $8m
Market Cap $370m
Revenue/MC = 2%
So $IOU share price could almost double from here before its as expensive as APT is.
This is why I am still buying $IOU.
4
7
43
Breaks my heart watching stuff like this, both as a father and a Ukrainian.
Video of Ukrainian father saying goodbye to his kids while he stays behind to fight.
Fuck war.
5K
47K
205K
6
4
45
$RNU
Retail holders are early to the party of a lifetime.
Australian investors have never seen an opportunity the size of this before. Most still can’t.
#lifechangingstock
2
1
45
$RNU Graphite is set up for a rally never before seen for that mineral. Look at the demand economics coming off the EV revolution and it’s happening right now. 20x-50x opportunity playing out.
#lifechangingstock
6
7
44
$VR1.ax
Market depth.
Where are the sellers.
This is what happens when there is no freefloat available for buyers to buy.
20x-50x opportunity.
6
4
44
$RNU
“analysis of expected demand by Benchmark Mineral Intelligence suggests that graphite has the largest future gap between supply and demand—even more than that of lithium”
0
5
45
$RNU
Where will they get all the Graphite from?
This is THE investment theme of our lifetime.
#lifechangingstock
0
5
44
$RNU
“If you look further out, battery storage needs to be several terawatts by 2050 which creates a several trillion dollar investment opportunity”
And so far all we have spoken about is the graphite demand from EVs.
BlackRock in $1b-plus battery play
2
3
45
$RNU
So good to finally hear Simon talking about this.
My biggest criticism of
@benchmarkmin
has been their focus on Li whilst the Graphite opportunity is shaping up to be an even BIGGER deal.
Insto money about to work this out!!!
#lifechangingstock
A big moment for
#graphite
When critical mineral price curves move in tandem with a market of interest, institutional money takes note.
With EV battery demand to make up over 50% of the flake graphite market, everything changes.
It happened to cobalt in 2015, lithium in 2018…
20
41
267
0
4
43
$RNU
3m bought just then in a single order at 17c
This is finally being bought up.
I just added. The trend is clear here. This is the start of the serious rerate.
With the Tesla news last night it’s clear the EV revolution is the place to be.
20x-50x opportunity here.
$RNU with an absolutely ripping cup and handle setup.
We all know what happens when these ones break out.
#graphite
2
2
22
6
1
44
$RNU
In outstanding company here is our man DC.
Captains of industry.
All the main stakeholders right here.
Australia really is the Saudi Arabia of Oil when it comes to the EV revolution.
Global investment markets underestimating the contribution we are going to be making here.
Australia is taking a leading role in accelerating
#CriticalMinerals
, as highlighted by the recent roundtable discussions led by federal Minister for Resources,
@MadeleineMHKing
.
#PoweringCleanEnergy
#graphite
$RNU
#sustainability
#AustralianMade
3
6
70
4
1
44
$RNU
This is absolutely massive.
Where will all the Graphite come from?
The scramble to ride the EV revolution just beginning.
20x-50x opportunity
#lifechangingstock
3
3
42
Finally $BRK can commence its long awaited rerate. Absolutely 20-50x opportunity here for those that can sit on their hands.
2
3
43
@bhavdip143
After listening to the $BRK interview last night I get the distinct feeling the company plans to use the rig on site to move straight to the Rangers well and drill right away. This could blow the SP through 10c for sure. Watch the buying build next few days. This is IT!!!
1
3
41