Tuomas Eerola retweeted
Euroz Hartleys vahvisti sen, mitä on odotettu: $EQR.AX on muuttumassa massiiviseksi kassavirtakoneeksi! 💰
A$500M vuotuinen FCF-ennuste on todellisuutta ja investointipankin paikan päällä todentama ja takoo parhaillaankin meille omistajille korkeaa tuottoa.
Tätä on odotettu!
Tuomas Eerola retweeted
Euroz Hartleys James McClements & Michael Scantlebury recently visited EQ Resources Limited's Mt Carbine tungsten mine in North Queensland.
With spot tungsten prices (~US$2,800-3,280/mtu), EQR on our numbers is generating annualised free cash flow of ~A$500m from the JunQ forward.
Thank you to the @EQResourcesASX team for hosting our Euroz Hartleys representatives on site.
#Mining #Resources #Tungsten #ASX
Tuomas Eerola retweeted
$EQR.AX - 900% Upside Model
"European Tungsten Market Surges 36%, APT Prices Hit $3,000/mtu Amid Tight Supply Conditions"
EQR just had its historically best earnings to date. Cash flow positive and cutting its debt from 60mil -> 20mil.
Based on modelling of current trends. You get a BASELINE 300% upside from here. If tungsten goes to $2,500.
ITS ALREADY AT $3,000.
news.metal.com/newscontent/1…
Any of these catalysts can send the price even higher. You just need to know when to hold and went to sell.
Pro-long catalysts
1. A prolonged war (munitions hike)
2. uplisting to NYSE/NASDAQ - (EQR joining the S&P/ASX All Ordinaries index effective 23 March 2026 that’s passive fund buying incoming)
3. NDAA Ban goes through (very likely)
4. US EXIM facility coversion will remove dilution risk
5. Downstream integration (moving up the value chain)
Risks
1. China loosens export controls (they will tank their own moat of 80% global supply)
2. Production misses (Below 2,000t)
3. Dilution
4. Iran de-escalation (will still be used for AI build-out)
5. Cash runs out (based on last ER, they are going in right direction)
#Tungsten
