Director Advantage Management
Perth
Joined September 2012
- Tweets309
- Following924
- Followers547
- Likes1.7K
Nathan lude retweeted
$LKY.ax | $LKYRF Locksley Resources has expanded its Greater Tottenham copper-gold project with a new 139 km² exploration licence, bringing the total land package to approximately 1,000 km².
Watch our presentation for an overview of the expanded land position, new licence and district-wide exploration targeting: youtu.be/Qh_rmUtvzNg
#LocksleyResources #ASX #Copper #Gold #Exploration
Nathan lude retweeted
$LKY.ax | $LKYRF Locksley is advancing exploration at Greater Tottenham, with metallurgical sampling underway and drill planning progressing.
~5,500m planned at Iron Duke and ~10,000m at Orange Plains and Mount Royal, with Carolina also a target.
Next: finalise targets, secure approvals, land access and a rig.
#ASX #Copper #Gold
Nathan lude retweeted
A new chapter for copper exploration in central New South Wales.
Explore $LKY.ax | $LKYRF Locksley Resources' Greater Tottenham Project.
#LKY #CopperExploration #ASXSmallCaps #Mining
Nathan lude retweeted
Our US critical minerals Investment @Locksley_LKY $LKY just sampled high grade silver in rock chips ~3km from its Desert Antimony Mine in California, USA.
$LKY hit a peak 409g/t silver with ~12 different rock chip samples all returning silver grades above 30g/t…
And now $LKY has silver samples mapped across a ~3km trend that runs past the old “Hendricks Shaft” - which was actually discovered by the $LKY team back in September last year.
Read more here: bit.ly/495ArHG
Disc: 4,890,278 LKY Shares held.
Nathan lude retweeted
$VKA Viking Mines MD Julian Woodcock outlines Nevada tungsten strategy and answers investor Q&A on Linka drilling priorities, JORC conversion, permitting risk, metallurgy and funding pathways across the portfolio.
YouTube: youtu.be/hREmzq0buPU
@Viking_Mines @Stew_Walters
#VKA #Tungsten #CriticalMinerals #Nevada #ASX
Nathan lude retweeted
@Locksley_LKY is advancing its US mine-to-market antimony strategy with exploration targets established for the Desert Antimony Mine (DAM) in California and delivery of a bulk sample. buff.ly/kHE24kO #ASX $LKY $LKY.ax $LKYRF
Nathan lude retweeted
$LKY.ax | $LKYRF Locksley appoints Major General (Ret.) Peter J. Lambert 🇺🇸 to its Advisory Board, former U.S. Air Force ISR leader & General Dynamics exec. Reinforces 100% American mine to market strategy for rare earths & antimony.
@nathanlude @Stew_Walters
#CriticalMinerals #USSupplyChain #ASX
Nathan lude retweeted
$LKYRF The establishment of a $5B Critical Minerals Fund by the US, in collaboration with Orion Resource Partners, presents a significant opportunity for $LKY.ax | $LKYRF.
Locksley’s rare earth and antimony projects in California are well-positioned to capitalize on the increasing U.S. focus on securing domestic critical mineral supply chains, potentially driving value and growth for shareholders.
US in Talks to Set Up $5 Billion Fund for Critical Mineral Deals
The United States government is currently in negotiations to establish a $5 billion fund dedicated to critical mineral investments, representing Washington's most significant venture into strategic mineral dealmaking. This initiative would create a joint venture between the US International Development Finance Corporation (DFC) and New York-based investment firm Orion Resource Partners, with each party contributing equal funding that would gradually scale toward the full $5 billion commitment.
hotcopper.com.au/opinion/pod…
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Not investment advice. See disclosure.
$LKYRF The establishment of a $5B Critical Minerals Fund by the US, in collaboration with Orion Resource Partners, presents a significant opportunity for $LKY.ax | $LKYRF.
Locksley’s rare earth and antimony projects in California are well-positioned to capitalize on the increasing U.S. focus on securing domestic critical mineral supply chains, potentially driving value and growth for shareholders.
US in Talks to Set Up $5 Billion Fund for Critical Mineral Deals
The United States government is currently in negotiations to establish a $5 billion fund dedicated to critical mineral investments, representing Washington's most significant venture into strategic mineral dealmaking. This initiative would create a joint venture between the US International Development Finance Corporation (DFC) and New York-based investment firm Orion Resource Partners, with each party contributing equal funding that would gradually scale toward the full $5 billion commitment.
discoveryalert.com.au/news/u…
Not investment advice. See disclosure.
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Nathan lude retweeted
The US is moving to establish a $5B Critical Minerals Fund with Orion Resource Partners. For $LKY.ax | $LKYRF, operating rare earth + antimony projects in California, this signals growing support for secure US supply chains.
🔗 discoveryalert.com.au/news/u…
@nathanlude @Stew_Walters
#CriticalMinerals #RareEarths #NationalSecurity
Nathan lude retweeted
Locksley Resources $LKY.ax | $LKYRF (FSE: X5L)
HUGE update from Locksley Resources! Doubled claim size in one of the top REE zones in the world!
"Importantly, several of the new claims directly adjoin the Mountain Pass ( $MP ) larger claim package, underlining the strategic significance of Locksley's footprint within the corridor. This positioning enhances potential for both exploration discovery and long-term commercialization pathways, including downstream processing partnerships in line with U.S. government priorities for supply chain resilience."
@Locksley_LKY
stocktitan.net/news/LKYRF/lo…
Nathan lude retweeted
$LKY | $LKYRF China’s new rare earth rules highlight supply risk and the need for diversified, U.S. aligned sources. Our Mojave rare earth and antimony targets in California aim to add optionality for EV and defence value chains.
abcnews.go.com/amp/Technolog…
@nathanlude @Stew_Walters
#RareEarths #CriticalMinerals #SupplyChain #Exploration #US
Nathan lude retweeted
US government officials are ready to guarantee critical minerals producers a minimum price for their product in a bid to raise domestic output and reduce China’s market dominance.
mining.com/us-mulls-ree-pric…
Nathan lude retweeted
🔒 Cobalt, lithium, and rare earths aren’t just powering clean tech — they’re vital to national security. The U.S. must secure its critical minerals supply. 🇺🇸🔋
More here: sustainableminingsystems.com…
#Cobalt #CriticalMinerals #EnergySecurity #Mining #DefenseTech #CobaltMining
Nathan lude retweeted
The semiconductor sector is a battlefield of innovation and competition.
Core IP & GPU leaders are in a race, but remember: $NVDA is not just a stock; it's a sentiment driver. Watch for signs of overexuberance—when everyone is bullish, the smart money might be taking profits.
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Core IP & GPU Leaders
$ARM Arm Holdings
$NVDA NVIDIA
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Cloud & Hyperscaler ASICs
$AMZN Amazon (AWS)
$MSFT Microsoft Azure
$AVGO Broadcom
$GOOGL Google (GCP)
$MRVL Marvell Technology
Advanced Packaging Providers
$TSM Taiwan Semiconductor
Intel
$AMKR Amkor Technology
$ASX ASE Technology
High-Bandwidth Memory Suppliers
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SK Hynix
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Rack Integration & System Builds
$SMCI Supermicro
$DELL Dell Technologies
$HPE
Foundry & Semiconductor Production
Taiwan Semiconductor
Intel
Samsung Electronics
Networking Infrastructure
$ALAB Astera Labs
$ANET Arista Networks
Broadcom
Marvell Technology
Power & Thermal Hardware
$ETN Eaton
$VRT Vertiv
$NVT nVent Electric
$ABB ABB Ltd
Power Generation & Grid Systems
$SIEGY Siemens
$GE General Electric
Equipment for Chip Fabrication
$ASML ASML
$KLAC KLA Corporation
$LRCX Lam Research
$AMAT Applied Materials
Testing & Diagnostics Equipment
$TER Teradyne
$AEHR Aehr Test Systems