Ally Gelevitis @agcmoneyofmine Twitter profile | Pikagi

Pikagi

Ally Gelevitis

@agcmoneyofmine

537

Followers

129

Following

36

Media

127

Statuses

Enjoys excel spreadsheets, mining stonks and Real Housewives. COO @moneyofminepod

Australia

https://t.co/oI2IIt0CgI

Joined June 2024

Don't wanna be here? Send us removal request.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

28 days

High cost Aussie #gold producers with a growth profile = good? YTD RSPP for $CYL $OBM $PNR seems to say so. Then you have $RMS generating +$300m FCF in 1 year, more cashflow than most of these co's combined, only up 22%. So what's more important - actual or potential cashflow?

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

What does the $PLS $LRS tie up say about WA / Canada #lithium hard rock assets? 👀

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

I’ve finally caved and joined the Twittersphere, hello mintwits 👋🏼 what are some great mining / finance accounts worth a follow?

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

Particularly proud of today’s #murchison meme in the @moneyofminepod director’s special, just worked too well 😅

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

I think there is much more spice to the $SPR share raid by $RMS than meets the eye 👀

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

Have you read @moneyofminepod ’s junior #gold piece yet? Check it out here: Would love to hear your feedback, anything we missed / did well, we’re always looking to do better 💪🏼

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

Junior miners - take note. $A1M is a model example of how to do quarterly reporting. Lots of operational and financial detail, quoting trade creditors (which you don’t have to but @a_colleran does anyway) and next FY guidance. Making cash and meeting guidance is nice too.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

Love this chat with Dave, my biggest take away was "resource investing is all about quality orebodies". Enjoy!

@moneyofminepod

Money of Mine Podcast ⛏️

@moneyofminepod

1 month

Awesome to have Dave Franklyn from Argonaut FM back on the show! We chatted about: • Why not having conviction hurts your portfolio • Building a resources portfolio • What to do in volatile times • Is this a uranium pause? • Copper, tin, met coal, gold and heaps more!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

Going down memory lane and detecting early signs of a career in finance ⬇️ 11 year old Ally GC graphing the @WestCoastEagles win/loss margin round by round as an 11 year, big nerd energy 😂 Shame the 2024 season not as good as the early 2000’s era 🥲

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

Fried chicken to pickle ratio much like my shitco stonks to sensible large cap ratio

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

I need more gold M&A to keep my Borat meme pipeline going

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

EBITDA is a fallacy, it’s all about

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

Not sure if more shit in here or in the ASX junior space these days. FWIW it's a big bin.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

$RMS and $SPR

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

$WA1 holders today

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

7) And how convenient that the Tembo block trade occurred on the same day as the Ramelius line, and its % stake is just under the substantial holder reporting threshold of 5%. MURCHISON MAYHEM 🤯

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@moneyofminepod Loved helping put this piece together on my favourite sector. Slim pickings for sure, but rising (gold prices) tides lift all boats, tread with caution...

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

In my element

@moneyofminepod

Money of Mine Podcast ⛏️

@moneyofminepod

3 months

Is this the death of Gold Developers? • What’s going on in gold juniors? • Why are Meteoric and Viridis getting thumped? • What’s stopping the Silvercorp + Adventus deal? • What we’re looking for this quarterly season

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

Trying to forget about the impending doom on $ASX resources stocks on Tuesday, rip

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

When $AUC releases its Katanning PFS in Aug CY22, the DFS was earmarked for completion in Q4 CY23. This has since been delayed 3 times, now Q3/4 CY24 in today’s preso. How can this take over 2 years to complete?? It’s been ‘almost’ finished for a year? Grumpy shareholder here…

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

8) And what makes this even spicier is Mr Zeptner and his friends at Westgold have a history of bidding for the same assets. In fact, Westgold tried to bid for the Dalgaranga assets back in the old Gascoyne days (pre Never Never!) What’s to say they wouldn’t try again? 👀

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

Lisa Rinna sums it up pretty well.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

Darryl has his priorities right. Be like Darryl and sign up to Directors Special here:

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The Director's Special

The mining news that actually matters, all in one place

www.moneyofmine.com

@uberdarryl

Darryl Wilson

1 month

@moneyofminepod hurry up. I can't take a shit until the directors special comes out. Gotta have something to read!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

$PRU have taken a leaf out of the $RMS playbook with a "strategic investment" in $PDI

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

9) A second act to the block trade madness, ~100m shares or ~9% SOI traded just at the close today at 92c. Who’s selling, but more importantly who’s buying? Waiting in anticipation for these change in substantial notices like a Game of Thrones episode 🫨

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

Alexa, queue Ricky Martin, Living La Vida Loca 💃

@moneyofminepod

Money of Mine Podcast ⛏️

@moneyofminepod

1 month

Was $PLS takeover of $LRS a smart move? • Break-down of the $PLS $LRS deal • $PRU make their move for $PDI

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

6) The potential conclusion that comes to mind is the Tembo line of ~4.7% was sold to a potential interloper, who could create competitive tension in a potential bidding war for Spartan, and therefore maximise the value of Tembo’s remaining 10% stake in Spartan

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@respeculator WGX signed up a strategic alliance with OAU earlier this year to do exactly this (FYI I’m a holder of OAU). Crown Prince ore 3-4g/t Au to be purchased by WGX and treated at Bluebird. Plenty other similar options in region too

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@TRAVmoneyofmine I think we'll be seeing another Borat Murchison meme

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

One of my favourite slides in a corporate preso, the infamous “spider web” strategy slides, love it @a_colleran $A1M

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@respeculator @DerGoldreport Difference with those two is both sets of oz’s are in JV with someone else ie ore with mixed ownership going through a 100% owned mill. Not saying it’s not possible, but adds a layer to execution. ML & native title still in progress at GBR from memory which pushes out timing too

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@TRAVmoneyofmine Such a good night, bloody loved it!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

10) And it’s been revealed - Ramelius now up to ~18% of their “strategic investment” in Spartan, extra 100m shares picked up from the Germans yesterday. The buyer of the ~4.7% partial Tembo sell down from a few days ago still remains unaccounted for….

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

1) Citi ran a bookbuild for Ramelius to build a stake in Spartan over Monday/Tuesday. Two block trades showed up on the course of sales Tuesday morning pre-open.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

Full disclosure: I am a shareholder

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@mattymikals @JB_investing @TRAVmoneyofmine So a massive Get Wet goon bag? Amazing

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

27 days

@kristiebatten Just like those other ones who suddenly had niobium or uranium earlier this year 😂

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@TinInvestor I’m open to becoming a #tin baroness

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

Well, this has escalated now.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

They put out a scoping study in May CY23 incorporating an upsized plant which is great AND still reiterated the Q4 CY23 guidance for the DFS. What’s changed between then and now? 😑

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@respeculator @DerGoldreport ODY resource has a large % inferred, GBR ~50%, more infill / resource definition drilling will help get them both more mining ready in due course

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

5) Both block trades were done at the same price (89c). If Ramelius could get more Spartan stock, why wouldn’t they also buy the stock that Tembo sold?And why wouldn’t Tembo sell it to Ramelius - they’d make the same money either way?

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

4) The ~98m shares Ramelius acquired exactly matches the first block trade. The ~52m shares Tembo sold exactly matches the second block trade. What’s the point? These are SEPARATE block trades. Ramelius bought their shares from other Spartan SHs, not Tembo

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

28 days

@MarkDou18380200 @moneyofminepod Hahaha the "spray and pray" method hasn't worked awfully well so far😂

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

3) Ramelius put out their initial substantial holder notice today, having accumulated ~98m shares or ~9% stake in Spartan largely via the block trade / bookbuild process

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@respeculator Hopefully its the turnaround these juniors have so desperately needed

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@ChuckChunder007 For a company that does not release production guidance and has a more complex balance sheet than most (which admittedly they are cleaning up) more info around a JORC compliant resource, reserve, study, cost to fund (anything really) would be useful!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@ImmaYieldGuy Sold to them by the Germans! This is proper Netflix series stuff.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@TRAVmoneyofmine I love our unintentional spelling faux pas as well too much irony 😅

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@sr71blackbirds @TwinTurboCe1ica @moneyofminepod Hahah love it!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

A further update... Check out pg. 7 of today's quarterly, H1 CY25?! Now delayed by almost 2 years, 5 times. Actually ridiculous. It's pleasing to see new executive team having input, but if it was so closed to being finished anyway, surely it wouldn't take a year to review?!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

FWIW I am a shareholder of ANRF

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

2) Spartan major shareholder Tembo put out a change in substantial holder notice on Wednesday, selling ~52m shares or 4.7%

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@Rangoon871 @moneyofminepod A lot of these in the special mentions list

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@sparkes_dwayne Cash is king 💸

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@ImmaYieldGuy That would be strange execution on their part doing a two stage “strategic investment” just days after the first one. But who knows these days 😅

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@Bogan_Geologist No Mega Monday M&A deal(s)🥲

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@respeculator @DerGoldreport Agreed!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

28 days

@Jkoozi1 It seems like the market is valuing future growth and high cost producers (better leverage to gold price increase)? CYL and PNR also experiencing similar gains

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@_Pancaku_ True, my shitcos often go like this

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@ChuckChunder007 The "believe us because we said so" approach is just baffling

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@neils888 @a_colleran Especially the ones in ramp up!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@Jameswi22730470 It’d be tricky with all the KRR stuff going on atm too. Re: being able to afford it, they could make it work if they really wanted it. A potential bigger player entering the mix is what I’m curious about.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

27 days

@BLSHigh Haha cheers mate! Now that I'm FT at MOM will defs be on more often 🙌

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@Jameswi22730470

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@DerGoldreport @respeculator Because ultimately, higher confidence resources have a better chance of being converted to reserves, and therefore becoming mineable and (ideally) making cash! I’m definitely keen to see some more Murchison M&A 😎

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@kristiebatten Well played 😅

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@Jameswi22730470 Murchison Mayhem is worthy of its own Netflix series 😅

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@neils888 Was good fun as always!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@rogfitz77 @rmenezesgeo Vamos Minas Gerais!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@cynical_met @Jameswi22730470 Could be a potential. I feel like the Super Pit antics are keeping them pretty occupied atm but who knows these days 😅

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@respeculator @DerGoldreport I think cleaning up JV agreements to have 100% ownership of ozs and more definition drilling could make those assets more appealing for a producer. Less work and risk for the producer. Alternatively consolidation amongst the juniors?

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@VANTERHENS @tom_woolrych Agreed. This *should* be the value inflection point here if new mgmt can execute or get a takeover done.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

27 days

@BLSHigh

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@tom_woolrych He participated $1m in the placement too which is encouraging. Here’s hoping so 🙏🏼

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@simon_stiffler The best type

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@TRAVmoneyofmine @hinds_stuart 🙏🏼🙏🏼

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@kristiebatten 😂😂

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@Colgo @mattymikals

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@a_colleran Haha love that approach! It is a fantastic template

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@neils888 @TRAVmoneyofmine That and every other Goldie today

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@ZacKomur Hahah legit

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@Jameswi22730470 Yes! Should we expect a change in substantial notice from them sometime soon too if they participated in RMS bookbuild? I’d suspect so.

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

3 months

@strikeextent Awesome work!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@neils888 Cheers Neil, pleasure!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@JOVO_ed I’m more so a reader of fiction unfortunately! @JDmoneyofmine is the big finance literary in the gang

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@sentinel1221 Love it hahaha

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

27 days

@BLSHigh I'm on the bench today but should be on later this week!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@DerGoldreport @respeculator That’s true, you can’t always buy reserves. Spargos resources appear majority indicated (rather than inferred) and higher grade than both ODY and GBR which is a bit to my point on what can make assets attractive - higher confidence resources, grade, 100% ownership, approvals etc

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

2 months

@Stuart48144116 Cheers Stuart!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

1 month

@RoyceDrozd @respeculator @moneyofminepod Haha hardly, a girl can dream!

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@agcmoneyofmine

Ally Gelevitis

@agcmoneyofmine

4 months

@neils888 Hahaha love it cheers Neil

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Ally Gelevitis

@agcmoneyofmine

3 months

@neils888 The limit does not exist hahaha

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