We keep getting emails from readers who joined Twitter after seeing the accounts we feature in the newsletter They ask: "who should I follow for the most alpha?" I’m compiling the ultimate list and sharing it with our 15k readers Drop your must-follow account in the comments

1st thought: Must be a parody account. 2nd thought: Nah, he's a real dude.. I can't believe he became a geo with that name, what a maddawg. ... Holy fk.. no way

Australia's Most Successful Gold Explorer. Plutonic. Bronzewing. Jundee. Three world-class gold discoveries that all trace back to Ed Eshuys. We sat down with Ed to unpack five decades of discovery and leadership: • The philosophy behind drilling with purpose • What really

In a normal market, Shandong's 63% stake in Focus $FML.ax was a liability. "China control" = doomed to trade at a discount. Plus $175m debt from the parent had built up and no near-term resolution in sight. In a bull market, the non-core project gets sold for $250m, leaving $FML

Retail shows power in numbers

Gold bullion reserves Australian central bank: 79.87 tonnes Tether: 82.17 tonnes

Tether added 19 tonnes of gold to its balance sheet in H1 2025 - 15 tonnes in Q2 alone. That’s about what China’s central bank bought over the same period. Wait for Q3 figures...

We don't own enough oil

To @Pete__Panda's tweet on this earlier in the week. Massively bullish on the build out of tools for investors to make judgements on orebody economics in realtime. Yes that means announcements = 3D visualisations. Twinning a hole will no longer pump a stocks. Bullish sector

$100M to $7B. How do you build that kind of value in gold mining? Jeff Quartermaine knows. He joined us for our weekly mining wrap as we covered: • Perseus’ rise and the lessons from it • The African “discount” and why it is lazy thinking • Barrick & Newmont’s leadership

The pump was worth hand cancer $DTR

@onslowshipping @OneMoreif @I_am_Lake_Macq "at $60 I get Chris on my arse" "at Pilbara Peso Parity [MinRes SP = Iron Ore Price] I change my surname to Ellison" - Moz

“From froth to fizzle” — Manny Datt (@eadatt) reckons today’s market feels a lot like 2006. • Metals extraction technology stocks • Gold jrs still "value" • Can WA1 get a US funding? • Antimony or anti-money? YouTube👉 https://t.co/JIAkjxGmgR Spotify👉

CHINA JUST BANNED ALL BHP IRON IMPORTS

A mate from high school messages you out of the blue. He wants to learn about mining stocks. He knows you've been speculating for years. You tell him: "First, you gotta sign up to this one email, the Director's Special" 👉 https://t.co/R9lq58OWVG

gm gold bulls https://t.co/Hd1G4CY54b

Bristow spotted heading for the exit $B $NEM

You can bet the CEO of Nevada Gold Mines won't drop "Gold" from the name

Brah

$WGX