$FMG (-3,38%)
$ALK (-5,14%)

Hello my dears,

As you can see, I have already invested in Australia this week. And I've also already invested in Fortescue.

What about you, do you see potential here?

By the way, Australia, together with South Africa, has one of the largest precious metal deposits.

The meteorite showers seem to have been particularly large here.

EU and Australia conclude comprehensive free trade agreement

"We are sending a strong signal to the rest of the world that friendship and cooperation are the most important things in times of turmoil," said EU Commission President Ursula von der Leyen in Australia's capital Canberra. She signed a far-reaching trade agreement with Australian Prime Minister Anthony Albanese. Negotiations for this began in 2018. Both leaders emphasized that the agreement would reduce tariffs and trade barriers.

Von der Leyen pointed out that it was important for the European Union to expand and diversify international trade relations - in other words, to spread them across different regions in order to reduce risks and dependencies. This is particularly true at a time when the USA under President Donald Trump is an increasingly difficult partner with its aggressive customs policy and China is becoming more and more self-confident.

According to the EU Commission in Brussels, industrial sectors that could particularly benefit from the agreement include mechanical engineering, chemicals, the automotive industry and agriculture.

EU exports to increase by a third

The EU assumes that exports from the 27 member states to Australia could grow by a third to up to 17.7 billion euros annually within a decade. According to the figures, there is particular growth potential in dairy products, motor vehicles and chemicals. EU investments in Australia could increase by more than 87 percent, according to the report.

The EU side countered concerns from the European agricultural lobby by pointing out that the agreement would abolish tariffs on important EU exports such as cheese, meat preparations, wine and sparkling wine, some fruit and vegetables including processed products, chocolate and sugar confectionery. At the same time, sensitive products such as beef, sheep and goat meat, sugar, some dairy products and rice will be subject to limited duty-free or reduced-duty imports from Australia.

In a speech to the Australian parliament, von der Leyen said the agreement was "a fair deal, one that serves your businesses and one that serves our businesses". Albanese emphasized: "This is a significant moment for our nation as we secure an agreement with the second largest economy in the world."

More critical raw materials - Australia largest supplier of lithium

Both sides also agreed on greater EU access to critical raw materials in Australia. The country is an important producer of raw materials, including aluminum, lithium and manganese, which are crucial to the EU's overall economic security and competitiveness, according to a statement from the EU Commission.

The agreement also contains special provisions that make the market more predictable and reliable for companies in the EU, von der Leyen told the Australian parliament: "We must not be too dependent on a single supplier for such important raw materials, and that is precisely why we need each other."

In a guest article in several European newspapers on Monday, the German politician pointed out that Australia is "the world's largest supplier of lithium". The country has raw materials "that are crucial for the clean technologies of the future - from electric cars in Spain to offshore wind turbines in the Baltic Sea".

The EU wants to become less dependent on China, which currently supplies the majority of European raw material imports and holds numerous patents for processing.

Closer cooperation also in defense and AI

The European Union and Australia also agreed to cooperate more closely in the defense sector. They will work together to "deepen cooperation in the areas of maritime security, cyber security, countering hybrid threats and foreign information manipulation and interference", explained the EU Commission. This also applies to new technologies, including artificial intelligence (AI).

The EU is Australia's third largest trading partner after China and Japan. Conversely, Australia currently only ranks 20th in terms of trade in goods with EU countries.

The trade agreement between the two sides is now entering the legal review phase, which usually takes several months. In the EU, it must also be translated into all official languages. The European Parliament and the Australian Parliament must then ratify the agreement.

se/pgr (rtr, dpa, afp)

EU und Australien schließen umfassendes Freihandelsabkommen - Yahoo Nachrichten Deutschland

$ALK (-5,14%)

In the long term, I am still bullish on GOLD.

Even if it could become turbulent again with rising interest rates.

Are you already buying, or are you still cautious about gold and silver?

I am also very confident that the copper project will be successful.

But maybe I'm just too optimistic about the stock market.

Hello my dears,

Many of you will probably be thinking now.

"how boring, yet another gold mine, and he only recently joined K92 $KNT (-0,62%) "

Those of you should definitely read on to the end. I don't find this mine boring at all.

Once again, I got into K92 a little too early. But who would have thought that 🍊would want to wage a long war before the elections and drive up inflation at the same time. This man is simply unpredictable. But good for us investors, because he always drives share prices down.

I was thinking of buying into K92. But then I had this thought.

"Even with gold mines, it can't be bad to diversify"

And since I had already been looking at other commodities over the last few days anyway. I also came across antimony too. Which led me to an exciting gold mine. Which still has a few boosters.

• GAMECHANGER

Alkane owns a large copper-gold porphyry project (Boda-Kaiser)

• JOKER

critical raw material antimony

• TURBO

Awakening synergies through the merger.

My dears,

I have now found an exciting gold mine. I think that some of the valuation has not yet been priced in.

Do you find this gold mine just as exciting?

That still begs the question.

Is now the right time to invest in gold mines or gold?

(I look forward to many comments from you)

Despite the escalating geopolitical tensions in the Middle East, the price of gold is currently relatively weak.

Instead of benefiting from the uncertainty, the yellow precious metal has even trended slightly downwards since the outbreak of the Iran war. This is unusual for many market observers, as gold is traditionally seen as a safe haven in times of crisis. However, the current trend suggests that other factors are dominating the market - at least in the short term.

Nevertheless, I remain optimistic. In my opinion, the markets are currently in a transitional phase in which short-term liquidity requirements and capital shifts are depressing the price.

Structural factors such as rising government debt, ongoing inflationary trends and geopolitical uncertainties should continue to provide a strong foundation for higher gold prices. In my view, the increasing skepticism towards fiat currencies and the role of gold as a store of value in particular speak for a long-term bullish scenario.

Institutional investors and central banks continue to show interest in gold. Especially in a world in which geopolitical power shifts and economic uncertainties are increasing, gold is likely to gain in importance as a strategic reserve. For me, short-term setbacks should therefore be seen as technical corrections rather than trend breaks.

"Buy when the cannons thunder"

$ALK (-5,14%)

Alkane is a gold and antimony producer

with activities in Australia and Sweden

Alkane is an Australia-based commodities group with interests in gold, antimony and copper

They have production facilities and major projects in Australia and Sweden, following the company's merger with Mandalay Resources.

The wholly owned operations include Tomingley Gold Operationsan open pit and underground gold mine southwest of Dubbo in central western New South Wales, the Costerfield-Gold- and antimony underground mine north-east of Heathcote in central Victoria and the underground gold mine Björkdal northwest of Skellefteå in Sweden (around 750 km north of Stockholm).

They also own the Boda-Kaiser-Projektwhich is based on a large gold-copper porphyry system at Mietskassern north of Wellington in central western New South Wales.

Alkane supports ongoing regional exploration near mines to increase the resources at each of their sites. It also owns several very attractive gold and copper assets in Central West New South Wales, including those belonging to the Northern Molong Porphyry Project (NMPP).

Alkane is headquartered in Perth, Western Australia. The company was founded in 1969 and merged with Canadian-based Mandalay Resources in August 2025. Alkane is listed on the Australian Securities Exchange (ASX:ALK) and the Toronto Stock Exchange (TSX:ALK).

Alkane and Mandalay complete transformative merger

Published: 21:03 05 Aug 2025

The fusion between Alkane Resources Ltd (ASX:ALK, OTC:ALKEF) and Mandalay Resources Corp. (TSX:MND, OTCQB:MNDJF) has been completed, creating a dual listed gold and antimony producer with a diversified asset base in Australia and Sweden.

The newly combined company, named Alkane Resources Limited, holds three capital generating assets - Costerfield (Victoria), Tomingley (New South Wales) and Björkdal (Sweden) - with forecast gold equivalent production of 160,000 ounces in the 2025 financial year, increasing to over 180,000 ounces by 2026.

The Company is supported by a solid pro-forma liquidity position of 218 million Australian dollars and is well positioned for sustainable growth and valuation.

"This merger represents a significant step forward for both companies. By combining our complementary portfolios, we have created a stronger, more resilient platform that provides the scale and financial flexibility to pursue long-term growth. I look forward to welcoming our new shareholders and the Mandalay team as we move forward together, with a focus on sustainable production and long-term value creation," said Alkane CEO and Managing Director Nic Earner.

Alkane and Mandalay complete transformational merger

Australia's potential copper jewel: How Alkane Recources plans to capitalize on the AI mega-thirst.

1. explosion in copper demand due to AI data centers

The West recognizes that:

• AI data centers
• Electromobility
• power grid expansion

a massive hunger for copper for copper. Without copper, the energy transition and the AI infrastructure cannot be realized.

2. turning away from China and Russia

→ Copper projects in Australia gain strategic importance as a result.

3 Alkane Resources as a "potential copper jewel"

The text hints at this:

• Alkane owns a large copper-gold porphyry project (Boda-Kaiser).
• This project could take Alkane to a new order of magnitude scale.
• For this, however, the company needs financially strong partnersto manage the development.
• Boda-Kaiser is developing into a potential long-term gold-copper bulk project

Boda-Kaiser – Alkane-Ressourcen

4. financing requirements as a key issue

• The project is hugebut expensive.
• Alkane cannot alone develop it alone.
• Strategic partners (e.g. large copper producers) would be necessary.

5 Strategic classification

• Gold producer today
• Copper developer for tomorrow
• Profiteer of the AI megatrendas soon as Boda-Kaiser goes into production

The tenor: If Alkane manages to secure financing, the project could become a real gamechanger.

6.🧨 What role does antimony play as a game changer for Alkane?

Antimony is the hidden jokerthat can lift alkanes into a completely different league - for three reasons:

Antimony is a critical raw material of the West

While copper is a "bulk metal", antimony is a strategic metal:

• military alloys
• fire retardants
• semiconductors
• Batteries for stationary energy storage
• High temperature electronics

The USA and EU include antimony on the list of of critical raw materialsbecause the supply is extremely uncertain.

👉 Costerfield is one of the very few western antimony mines. This makes alkanes geopolitically more valuable than the proportion of sales would suggest.

7 China dominates antimony - and the West is looking for alternatives

The article emphasizes the turning away from Chinese supply chains in the raw materials sector .

This is important for copper. For antimony it is existential:

• China controls 80-90% of global Sb processing
• Russia is also a major producer
• The West has hardly any sources of its own

👉 This automatically makes alkanes a strategic supplier.

This is a value that is often underestimated in traditional valuation models.

8. antimony can help Alkane to finance Boda-Kaiser

The article clearly states: Alkane needs financially strong partners for copper project .

This is where antimony comes into play:

✔ Stable cash flows from Costerfield

Even though the share of sales is small, Sb:

• high margins
• predictable cash flows
• Geopolitical relevance

✔ Strategic leverage in negotiations

A company that supplies a critical raw material has

• better access to extraction programs
• better chances of receiving government support
• more attractiveness for large partners (e.g. US or EU companies)

👉 Antimony strengthens Alkane's position to be able to realize Boda-Kaiser at all.

9. Antimony is an "asymmetric" gamechanger

Copper is the big lever for the future. But antimony is the asymmetric lever:

• If the Sb price rises (e.g. due to geopolitical tensions), → cash flow explodes immediately.
• If the West hedges its supply chains, → Alkane suddenly becomes systemically relevant.
• If Boda-Kaiser is looking for partners, → Alkane is more attractive as a pure gold producer.

👉 Copper is the game changer for the future.
Antimony is the gamechanger for strategic positioning today.

Alkane wins the NSW Minerals Council's Explorer of the Year Award for Kaiser

• May 8, 2023

Alkane gewinnt den Explorer of the Year Award des NSW Minerals Council für Kaiser - Alkane Resources

Alkane Resources expands Kendal deposit with bonanza antimony-gold discovery at Costerfield

Last updated: 19:30 24. Feb 2026

Alkane Resources erweitert das Kendal-Lager mit Bonanza-Antimon-Gold-Treffern bei Costerfield | ASX:ALK, OTC:ALKEF

Alkane Resources drills deeper at Tomingley and confirms gold bearing structure beneath Roswell

Last updated: 19:25 23. Feb 2026

Alkane Resources bohrt tiefer bei Tomingley und bestätigt eine goldführende Struktur unter Roswell | ASX:ALK, OTC:ALKEF

Alkane Resources posts record first half revenue and profits as expanded mining portfolio fails to materialize

Last updated: 23:55 12. Feb 2026

Alkane Resources erzielt Rekordumsatz und Gewinne aus dem ersten Halbjahr, da das erweiterte Bergbauportfolio entfällt | ASX:ALK, OTC:ALKEF

Alkane launches US ADR program to expand North American investor base

Last updated: 00:35 12. Feb 2026

The company emphasized that the ADR facility does not involve the issuance of new shares or the raising of new capital.

Alkane startet ein US-ADR-Programm zur Erweiterung der nordamerikanischen Investorenbasis | ASX:ALK, OTC:ALKEF

Alkane increases December quarter production to 43,663 oz AuEq across three mines

Alkane erhöht die Produktion im Dezember im Quartal auf 43.663 Unzen AuEq in drei Minen | ASX:ALK, OTC:ALKEF

Alkane Resources discovers a new gold zone at Tomingley's McLeans deposit

Last updated: 20:23 02 Nov 2025

Alkane Resources entdeckt eine neue Goldzone bei Tomingleys McLeans-Lagerstätte | ASX:ALK, OTC:ALKEF

Alkane's merger-driven quarter delivers cash boost and entry into the ASX 300

Last updated: 21:15 28 Oct 2025

Alkanes fusionsgetriebenes Quartal bringt einen Cash-Schub und den Einstieg in den ASX 300 | ASX:ALK, OTC:ALKEF

PowerPoint Presentation

AUD in millions

Estimates

Year Net sales Change

2024 173 -9,2 %

2025 262,4 51,66 %

2026 944,4 259,97 %

2027 1.012 715 %

2028 941,2 -6,99 %

Year EBIT Change

2024 24,15 -59,23 %

2025 42,53 76,11 %

2026 361,1 748,94 %

2027 464,3 28,58 %

2028 529,7 14,09 %

Year Net result Change

2024 17,68 -58,36 %

2025 33,04 86,93 %

2026 239,8 625,63 %

2027 319,7 33,32 %

2028 351,4 9,93 %

Year Net debt CAPEX

2024 3,5 116

2025 11,2 58,05

2026 -425 124,7

2027 -722 123,4

2028 -1.007 99,24

Year Free cash flow Change

2024 -70,62 -1.814,84 %

2025 -6.677 90,54 %

2026 424 6.499,66 %

2027 365,6 -13,77 %

2028 427,2 16,84 %

Year EBIT margin ROE

2024 13,96 % 5,8 %

2025 16,21 % 10,09 %

2026 38,23 % 20,38 %

2027 45,88 % 24,27 %

2028 56,28 % 20,63 %

Year Earnings per share Change

2024 0.0289 -58,71 %

2025 0.0539 86,51 %

2026 0.1992 269,48 %

2027 0.2334 17,21 %

2028 0.2586 10,8 %

Year P/E ratio PEG

2024 17.3x 0.98x -0.3x

2025 13.3x 1.25x 0.2x

2026 7.96x 1.77x 0x

2027 6.79x 1.33x 0.4x

2028 6.13x 1.08x 0.6x

Market value 2,165

Number of shares (in thousands) 1,366,205

Date of publication 22.08.2025

This EBIT margin and margin increase should also inspire you. And at a great valuation.

@Get_Rich_or_Die_Tryin

@Klein-Anleger

Performance

Current year +20.90 %

1 year +161.29 %

5 years +116.00 %

10 years +912.50 %

As promised:

@Raketentoni
@Multibagger
@Dividendenopi