Jonah Lupton
@JonahLupton
CEO/CIO at @FirstWaveFund, long-biased hedge fund, looking for undervalued growth stocks w/ under-appreciated catalysts, need to see ~3x upside within 3-5 years
가입 April 2008
3K 팔로잉 중 554.7K 팬
Wild things happening at $EQR.AX and the tungsten industry when you can increase revenues by 101% QoQ while trading at 2x NTM ebitda and 3x NTM net income.
NFA.
DYOR.
*We are long $EQR.AX
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📢 EQR record cash generation on higher production
Q1 FY27 highlights:
🔹 Cash on hand: A$82.3m, up 192% QoQ
🔹 Group production: 51,233 mtu, up 81% QoQ
🔹 Sales: 49,715 mtu
🔹 Record revenue: A$158.8m, up 101% QoQ
🔹 Avg realised price: US$2,248/mtu¹
🔹 Barruecopardo record production: 34,088 mtu, up 123% QoQ
🔹 Mt Carbine production: 17,145 mtu, up 31% QoQ
Read:
$EQRASX $EQR.AX #EQR# #Tungsten# #CriticalMinerals# #ASXNews# #MiningNews#
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