Stu Crow (@CrowStu) header
Stu Crow (@CrowStu) profile picture

Chairman Lake Resources (ASX:LKE; OTC:LLKKF) NED DGR Global(ASX:DGR)

Australia
Joined May 2012
Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)Photo by Stu Crow (@CrowStu)
Stu Crow retweeted
Argentina’s Ambassador to Australia and Lake MD/CEO discuss the increasing excitement as Kachi project moves forward and the growing relationship between Argentina and Australia. 🇦🇺🇦🇷 youtu.be/r5Z2xcb6cHI $LKE $LLKKF #lithium
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🚨🇦🇷🇺🇸 | MILEI CONSIGUE UN RESPALDO HISTÓRICO DE TRUMP: Estados Unidos proyecta movilizar hasta USD 30.000 millones para financiar inversiones estratégicas en Argentina, principalmente en energía, minería e infraestructura, fortaleciendo la alianza económica entre ambos países. La Corporación Financiera de Desarrollo Internacional (DFC) evalúa destinar hasta USD 20.000 millones y ya analiza 25 proyectos argentinos, mientras que el banco estadounidense EXIM contempla otros USD 10.000 millones. Entre las iniciativas destacan Vaca Muerta y Argentina LNG, el megaproyecto liderado por YPF, ENI y XRG, que podría recibir hasta USD 6.000 millones de EXIM. El financiamiento, todavía sujeto a evaluación y aprobación, incluiría préstamos, garantías e inversiones acompañadas de capital privado. Washington busca potenciar sectores estratégicos argentinos y disputar la influencia económica de China en la región.
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Argentina’s Ambassador to Australia and Lake MD/CEO discuss the increasing excitement as Kachi project moves forward and the growing relationship between Argentina and Australia. 🇦🇺🇦🇷 youtu.be/r5Z2xcb6cHI $LKE $LLKKF #lithium
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Stu Crow retweeted
Looking forward to seeing this @jameswhelan42 ! Rounding off a very busy and successful week at IMARC in Sydney. #lithium $LKE $LLKKF #DLE
Significant afternoon yesterday, able to interview The Argentine Ambassador to Australia His Excellency Máximo Gowland with the CEO of Lake Resources ($LKE). Talked doors being opened, the future of lithium and doing business in a beautiful country returning to economic glory.
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#RIO Tinto in #Catamarca Anyone know of another shovel ready Lithium resource in Catamarca? @RaulJalil_ok & @JMilei working together 2improve #Argentina 🇦🇷 The #Lithium opportunity is now. #CriticalMinerals #RIGI #DLE or Ponds. Where will Argentina’s lithium end up 🇺🇸 or 🇨🇳?
President of Argentina Javier Milei and #Catamarca Governor Raúl Jalil joined @RioTinto Chief Executive Simon Trott this week to celebrate a major milestone for #Argentina’s #lithium industry, marking the official opening of #RioTinto’s #Fénix1B expansion and #SaldeVida operation in Catamarca following a combined investment of around US$1.4 billion tinyurl.com/3v5hsvh8
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Looking forward to seeing this @jameswhelan42 ! Rounding off a very busy and successful week at IMARC in Sydney. #lithium $LKE $LLKKF #DLE
Significant afternoon yesterday, able to interview The Argentine Ambassador to Australia His Excellency Máximo Gowland with the CEO of Lake Resources ($LKE). Talked doors being opened, the future of lithium and doing business in a beautiful country returning to economic glory.
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Thanks to Jordan Roberts from Project Blue for pointing out the disconnect between spot prices and the GFEX. It is substantial and extended and suggests that the market itself does not agree with current GFEX pricing...
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Our Q3 Trading Update underlines another quarter of progress for Ecora, delivering $24.8m of total portfolio contribution buoyed by a 17% YoY rise in contribution from our base metals portfolio 📈 2027 is set to feature a number of key development catalysts across our critical minerals royalties, further derisking our growth pipeline and delivering meaningful value upside for shareholders. 🎯Watch the video below for the key highlights $ECOR #Mining #Copper #BaseMetals #CriticalMinerals
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Monster spread between Singapore and US Gulf Coast High Sulphur Fuel Oil prices.
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President of Argentina Javier Milei and #Catamarca Governor Raúl Jalil joined @RioTinto Chief Executive Simon Trott this week to celebrate a major milestone for #Argentina’s #lithium industry, marking the official opening of #RioTinto’s #Fénix1B expansion and #SaldeVida operation in Catamarca following a combined investment of around US$1.4 billion tinyurl.com/3v5hsvh8
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Stu Crow retweeted
CATL’s subsidiary Times EV Service has sealed a strategic partnership with Sinopec Petroleum Sales, China’s state-owned fuel retail arm. Under the deal, the two sides will roll out battery-swapping services at Sinopec’s existing sites and jointly operate charging and swap stations. chinaevhome.com/2026/10/29/c…
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Ecora’s portfolio is deliberately positioned around the commodities, jurisdictions and assets that can support long-term value creation. 🔹Copper is at the core: Around half of estimated NAV is exposed to copper, with more than 80% of the portfolio across base metals. 🌍 High-quality jurisdictions: The majority of portfolio value is concentrated in established mining jurisdictions, with a focus on low-cost operations. 💰 Cash generation today, growth tomorrow: More than half of estimated portfolio value is already represented by producing royalties and streams, providing cash flow today while development assets offer further organic growth. That combination gives Ecora exposure to long-term critical-minerals demand while retaining the lower operational and capital-risk characteristics of the royalty and streaming model. #ECOR #Royalties #Copper #CriticalMinerals #BaseMetals #Mining #Investment
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Today, we announced our Q3 Trading Update, demonstrating the cash generation potential and value of our producing critical minerals portfolio⚡ 9M YTD portfolio contribution of $56.2m, up 32% compared to 9M YTD 2025, up 66% ex-Kestrel to $44.7m Q3 Highlights include: 🌍Total Q3 portfolio contribution of $24.8m 📈 Base metals portfolio contribution of $11.6m, up 17% v Q3 2025 🎯Net debt at the end of October expected to reduce to ~$57m - down ~35% year to date Our CEO, Marc Bishop Lafleche, commented: “Q3 continued to demonstrate the cash generation potential and value of our producing critical minerals portfolio. Net debt at the end of October is expected to reduce to ~$57m (inclusive of Q3 royalty receivables due in October) down ~35% year to date. Looking ahead, we are entering a pivotal phase. The next twelve months should feature a number of key milestones across our development portfolio of copper and wider critical minerals royalties, that are expected to derisk the next wave of Ecora’s organic growth.” See the full announcement here: lnkd.in/eCn8yhxD $ECOR #LSE #TSX #OTCQX #Mining #BaseMetals #CriticalMinerals
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#ASX announcement: Quarterly Activities/Appendix 5B Cash Flow Report - highlights for the September quarter included receiving the Environmental Impact Declaration for the Kachi Lithium Brine Project Read more: investorhub.lakeresources.co… $LKE $LLKKF
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The 2 most populous nations in the world, China and India, have one thing in common. They are both growing like gangbusters. NO WONDER THERE'S A PIVOT TOWARDS ASIA.
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$ 5.6bn in 1 quarter. A year ago Phillips 66 made $133m. That’s a 42-fold jump and the highest quarterly profit in its history. Q3 numbers: -Net income $ 5.62bn, up from $133m -Adjusted EPS $14.08, against an $11.73 consensus (LSEG) -Refining margin $38 a barrel, up from $24.08 in Q2 -Diesel and jet made up a record 41% of output The extra money came from diesel. The Iran war and Ukraine’s drones took fuel off the market, and US refiners are running at multi-year highs. There’s also a freight edge. Phillips 66 chartered more than 40 tankers before rates jumped, and has 40 more coming at below-market rates, Reuters reports. Traders shipping fuel to Europe and Asia pay today’s rates. Valero, HF Sinclair and Phillips 66 all posted record quarters, 3 out of 3. The refiner sits between crude and diesel and keeps the spread. My latest article applies the same test to gas, where the spread is wider. Do not miss my latest article. Link:themerchantsnews.substack.co…
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Stu Crow retweeted
Que bien! Vamos Catamarca 🇦🇷🇦🇷🇦🇷👏
ASÍ RECIBE CATAMARCA A JAVIER MILEI!!! VIVA LA LIBERTAD CARAJO…!!!
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