$X2M JUST ADDED ANOTHER 10MW AI DATA CENTRE PROJECT X2M has signed an agreement for a 10MW AI-enabled data centre site in regional Queensland. The numbers are getting serious: $250M estimated project cost 10MW capacity Existing 2.5MW grid connection Development approval already secured Additional 7.5MW planned via behind-the-meter generation 20MW now under agreement across two projects More than $500M aggregate estimated project cost 200MW+ prospective pipeline still in play X2M has also secured binding exclusivity over the site and power capacity for 60 days, with binding long-form agreements targeted within 90 days. The story is shifting from pipeline building to pipeline conversion. If X2M keeps converting its 200MW+ pipeline, the scale of this data centre business could change very quickly. $X2M #X2M #AI #DataCentres #ASX

$CRI at 2.3c is starting to look seriously mispriced on paper. Critica’s latest investor presentation now puts the story in one line: Two 100%-owned Australian projects. Two Scoping Studies delivered. ~A$3.0 BILLION combined after-tax NPV8. Yet at the 20 October close, $CRI was valued at just A$69.7M. JUPITER A$2.0B after-tax NPV 48.4% after-tax IRR ~2 year payback A$556M pre-production capex 1.7Bt rare earth Resource Initial mine plan uses only ~6% of the Resource. MT LINDSAY A$1.0B after-tax NPV 55.6% after-tax IRR ~1.9 year payback A$245M pre-production capex Targeting first production by end-2029. Rare earths. Yttrium. Gallium. Tungsten. Tin. One company. Two development pathways. Multiple potential catalysts. The question for the market now isn’t whether $CRI has scale. It’s whether a ~A$70M company can successfully convert those Scoping Study numbers into funded projects. That’s where the re-rate could come from. Using the latest $CRI presentation and a 2.3c starting price, I’d frame the long-term upside as a scenario range rather than a single target. CRI has about 3.03bn shares on issue, so at 2.3c the market cap is roughly A$70m. Against that, the two Scoping Studies show roughly A$3.0bn combined after-tax NPV8: about A$1.0bn for Mt Lindsay and A$2.0bn for Jupiter. My rough long-term scenarios would be: Base case: 7–12c - Mt Lindsay and Jupiter continue through feasibility, resource confidence improves, and CRI secures credible offtake/strategic partners. At 10c, CRI would be worth about A$303m on today’s share count. Bull case: 15–25c - one project becomes substantially de-risked and financed while the second retains meaningful development value. At 20c, today’s share count implies about A$606m market cap. Very bullish case: 30c+ -both projects advance successfully, strategic funding limits dilution, project economics broadly survive feasibility, and critical-mineral pricing remains supportive. At 30c, the current share count implies about A$909m. The easiest valuation shortcut is to compare market cap with the approximately A$3bn combined Scoping Study NPV. If CRI eventually traded at 10% of combined NPV, that is around 9.9c per share on today’s share count. At 20%, it is around 19.8c; at 30%, around 29.7c. But dilution is the biggest reason not to treat those as literal targets. Mt Lindsay requires roughly A$245m pre-production capital and Jupiter roughly A$556m, so CRI will need substantial debt, strategic investment, offtake funding, equity, or some combination. So from 2.3c, my personal valuation framework would put 7–12c as a reasonable long-term base-case zone, with 15–25c becoming realistic if financing and feasibility materially de-risk the projects. 30c+ is possible, but it requires a lot to go right. Not financial advice. Always DYOR. #ASX #CRI #RareEarths #CriticalMinerals #Tungsten #Tin

$CRI at 2.3c and the Jupiter Scoping Study numbers are hard to ignore. A$2.0 BILLION after-tax NPV 48.4% after-tax IRR ~2 year after-tax payback A$12.3B modelled LOM revenue A$446M average annual EBITDA A$556M pre-production capex 8Mtpa operation ~14 year processing life But this could be the most important number: The current Production Target uses only ~6% of Jupiter’s total 1.7Bt Resource. That leaves ~94% outside the current mine plan for potential future conversion, expansion or mine-life extension. And the Base Case gives ZERO value to iron, gallium or scandium. Jupiter also contains all four key magnet rare earths — Nd, Pr, Dy and Tb — representing ~23% of TREO. At 2.3c, $CRI now has a Scoping Study putting serious numbers behind Jupiter. The next phase is PFS, further metallurgy, resource conversion, offtake discussions, strategic partnerships and funding. This story is no longer just about the size of the resource. Now there are economics attached to it. Not financial advice. Always DYOR. #ASX #CRI #RareEarths #CriticalMinerals

$MTM | Interesting signal for long-term shareholders! Metallium has issued 2.5M employee performance rights linked to share price VWAP targets: 🎯 $1.00 — 500K rights 🎯 $1.25 — 750K rights 🎯 $1.50 — 1.25M rights Expiry: October 2031. These aren’t price forecasts, but they create incentives aligned with significant long-term shareholder upside. With FJH commercialisation progressing, it’s encouraging to see ambitious performance targets built into employee incentives. Long-term value creation is the focus. 📈 #MTM #ASX #CriticalMinerals #Investing

$MTM SMASHED ON THE MARKET, BUT IS THE TECHNOLOGY STORY GETTING STRONGER? Metallium shareholders have endured a brutal sell-off, but the latest announcement raises an interesting question. Is the market overlooking the progress being made? ECT has confirmed the successful production of MXene using $MTM’s Flash Joule Heating technology, with independent XRD analysis supporting the formation of chlorine-terminated MXene. This is significant. MXenes have potential applications in defence, electromagnetic shielding, advanced coatings and next-generation electronics. And the bigger picture? $MTM is no longer just targeting critical metals recovery. Its technology could potentially generate revenue through engineering services, licensing and advanced materials processing. What comes next? Further optimisation and repeatable MXene production Independent testing against defence specifications Samples for prospective defence customers Customer qualification and potential commercial opportunities The technology is progressing, but commercial-scale economics and repeatable production still need to be proven. The share price has been smashed. The commercial opportunity hasn’t disappeared. Could this be the disconnect investors look back on? The next few announcements could be crucial. $MTM #ASX #CriticalMinerals #MXene #Defence #AdvancedMaterials #SmallCaps #Investing Disclaimer: Not financial advice. Speculative investment. Technical success does not guarantee commercial success or share price recovery. DYOR.

$CRI may have just moved Jupiter into a completely different category. Critica has delivered Jupiter’s first Indicated Mineral Resource: 160Mt @ 1,700ppm TREO That sits inside a total Jupiter Resource of: 1.7 BILLION tonnes @ 1,700ppm TREO And here’s the part the market may focus on next: Only around 10% of the Jupiter Resource area has been infill drilled at the tighter spacing used to support Indicated classification. The rest is still largely Inferred. That means this update isn’t about discovering Jupiter. It’s about proving up what is already there. The new Indicated Resource also carries a strong magnet rare earth component, with Nd, Pr, Dy and Tb making up around 25% of TREO. So the setup is becoming clearer: Massive scale. First Indicated tonnes. Higher confidence. Magnet REO exposure. Only a fraction of the resource area infill drilled. And the Jupiter Scoping Study is still to come. That next study could be the real valuation event. $CRI is now moving from “how big is Jupiter?” to “what could Jupiter actually be worth?” That’s a very different question. Not financial advice. Always DYOR. #ASX #CRI #RareEarths #CriticalMinerals #Mining

$DAL | THE STORY JUST GOT MORE INTERESTING! Last week, Dalaroo delivered a high-grade gold discovery: 18m @ 7.31g/t Au Today, another potentially significant development. 34m of alteration and quartz veining identified 1.25KM from the original discovery! The exciting part for me is that the new hole shows geological similarities to the original discovery hole. But remember, only TWO holes have reported gold assays so far. And look what’s coming: • 10 RC holes now completed • BDRC010C assays expected before the end of October • 7 more holes awaiting assays from early November • Diamond drilling planned for October • Further testing across a ~7KM gold corridor For me, this is where things could get very interesting. If upcoming assays confirm gold mineralisation 1.25km away, how much bigger could this discovery become? The first two holes got everyone’s attention. The next batch could help determine the scale of the opportunity. What do you think? Is $DAL only getting started? #DAL #ASX #Gold #GoldDiscovery #MiningStocks #SmallCaps #Exploration Disclaimer: This is my personal opinion only. DYOR.

$DAL | ONLY 2 HOLES HAVE REPORTED. READ THAT AGAIN. The first TWO holes ever drilled at Wilfred BOTH hit gold. 18m @ 7.31g/t Au Including 12m @ 8.66g/t Au Peak 1m @ 15.90g/t Au 23m @ 2.14g/t Au FROM SURFACE Including 12m @ 3.35g/t Au And this could be just the beginning. Only 2 holes have assays reported from the initial 24-hole orientation program. 9 holes already completed. BDRC010 underway. BDRC003 + BDRC004 already at the lab. BDRC005 samples being dispatched. Drilling running DAY + NIGHT. All across an approximately 7KM GOLD CORRIDOR. The first 2 holes got the market’s attention. Now the real question: What happens if the NEXT holes start confirming GRADE + CONTINUITY + SCALE? More holes. More assays. More news flow. This story could only be getting started. Where do you think $DAL goes if the next holes deliver similar results? #DAL #ASX #Gold #GoldDiscovery #GoldStocks #MiningStocks #SmallCaps Disclaimer: l Personal opinion only, not financial advice. Information sourced from Dalaroo Metals’ ASX announcement dated 7 October 2026. DYOR.

$DAL | THIS IS HOW A DISCOVERY STORY STARTS Dalaroo has just hit high-grade gold in the FIRST two holes ever drilled at Wilfred. 18m @ 7.31g/t Au from 63m Including 12m @ 8.66g/t Au Peak 1m @ 15.90g/t Au Plus 16m @ 1.46g/t Au from 113m And the first hole? 23m @ 2.14g/t Au FROM SURFACE Including 12m @ 3.35g/t Au The standout 18m @ 7.31g/t delivers approximately 132 gram-metres. But this is what has my attention… These are results from just TWO holes along an approximately 7KM GOLD CORRIDOR. Nine holes are already completed. Drilling is running day and night. The maiden campaign is targeting approximately 12,000m across Wilfred, Mag and Ali. And the next catalyst is already coming. BDRC003 + BDRC004 assays expected EARLY NOVEMBER. Now it comes down to three things: GRADE. CONTINUITY. SCALE. If the next holes start repeating these widths and grades, $DAL could become a completely different story. The first two holes have delivered. Now we find out how big this system really is. #DAL #ASX #Gold #GoldDiscovery #GoldStocks #Mining #SmallCaps #CotedIvoire Disclaimer: Personal opinion only, not financial advice. Exploration is speculative. True widths, geometry and continuity are not yet known and no Mineral Resource has been defined. Information sourced from Dalaroo Metals ASX announcement dated 7 October 2026. DYOR.

thewest.com.au/business/bull… $CRI #CRI

$AT1 setting up for its next phase. The 2026 AGM notice highlights continued focus on commercialising Atomo’s proprietary diagnostics, including Active Syphilis and Liver Function, while scaling operations to support increased demand for Pascal cassettes for Lumos’ FebriDx growth in the US. With AT1 directly exposed to the growing FebriDx opportunity through cassette supply, the Lumos US rollout remains an important development to watch. #AT1 #LDX #ASX #MedTech #Diagnostics #SmallCaps DYOR. Not financial advice.

$EAU FY26 highlights ⚡️🇧🇴 • EAU Lithium acquisition completed • A$5.0m placement completed • A$3.76m cash at 30 June • VULSORB® A-DLE technology access via Vulcan • Pilot Plant 4 purchase progressing • SEPCON + VULTEC engineering support • Bolivian brine testing program advancing FY27 focus: pilot plant acceptance, mobilisation to Bolivia, further process testing and commercial discussions. #Lithium #Bolivia #DLE #ASX $EAU

$MTM $MTMCF - Another Major Step Toward Commercialisation Metallium has successfully completed a 12-hour FJH chlorination campaign at its Texas Technology Campus - running 3 reactors simultaneously on high-value catalytic converter feedstock containing platinum, palladium and rhodium. For me, the progression is what matters: June - multi-reactor commissioning under inert conditions. Now - multi-reactor processing under reactive chlorination conditions with real PGM-rich feedstock. Next - optimisation, customer qualification, PCB module economics and ultimately commercial sales. Add the proposed Nasdaq ADR uplisting and a new CFO coming onboard, and there are plenty of milestones ahead. Test. Prove. Optimise. Qualify. Commercialise. If FJH successfully scales commercially, how big could the opportunity become? #MTM #MTMCF #MTLMY #ASX #CriticalMinerals #PGM #Recycling #RareEarths Personal opinion only. Not financial advice. DYOR.

$CRI AT 2.8c. THE MARKET IS STARTING TO WAKE UP. Mt Lindsay Scoping Study: A$1.01B after-tax NPV 55.6% after-tax IRR ~1.9 year payback A$244.5M pre-production capex A$5.20B modelled LOM revenue A$1.92B after-tax LOM free cash flow 13.5 year mining schedule And Mt Lindsay is only part of the $CRI story. NEXT: Jupiter Rare Earths Scoping Study One critical minerals platform. Two major projects. Tungsten. Tin. Rare Earths. Gallium. Yttrium. Mt Lindsay has delivered the economics. Now attention turns to what Jupiter could add to the story. From 2.8c, illustrative scenarios: 4c = +43% 6c = +114% 10c = +257% 15c = +436% Is 2.8c just the beginning of the market re-rating $CRI? #CRI #RareEarths #Tungsten #Tin #CriticalMinerals #ASX Not financial advice. Price scenarios are illustrative only, not forecasts or targets. Scoping Study estimates are preliminary and subject to assumptions, further studies, approvals, financing and execution risk. DYOR.

$CRI MT LINDSAY SCOPING STUDY DROPS. NUMBERS ARE BIG Critica’s 100% owned Mt Lindsay Tin-Tungsten Project: A$1.42B pre-tax NPV A$1.01B after-tax NPV 65% pre-tax IRR / 56% after-tax IRR ~1.9 year payback A$244.5M pre-production capex A$5.2B modelled LOM revenue 13.5-year mining schedule Tungsten accounts for approximately 75% of modelled life-of-mine revenue. The kicker? The Base Case assumes US$2,500/mtu tungsten APT, versus the referenced US$3,000/mtu European benchmark. And remember, $CRI isn’t just Mt Lindsay. Mt Lindsay + Jupiter = Tungsten + Tin + Rare Earths Now attention turns to the Jupiter Rare Earth Scoping Study, which $CRI says is targeted for release shortly. At 2.8c, there’s a lot happening here. #CRI #Tungsten #Tin #RareEarths #CriticalMinerals #ASX Not financial advice. Scoping Study outcomes are preliminary and subject to assumptions, further studies, approvals, funding and execution risk. DYOR.

$AT1 Atomo Diagnostics | Is the market sleeping on this one? At around 1.7c, I think $AT1 is entering FY27 with a much stronger operating story than the share price might suggest. FY26 delivered: • Revenue A$5.3M, up 41% • OEM revenue A$2.2M, up 209% • HIV revenue A$2.8M, up 21% • EBITDA loss improved 39% to A$2.06M • A$3.7M cash and debt free But the number that really catches my attention is FebriDx. $AT1 received around A$1.9M of FebriDx orders in FY26, a 9x increase on FY25. Every FebriDx test sold to PHASE requires Lumos to order an Atomo Pascal cassette, giving AT1 direct exposure to FebriDx volume growth. And FebriDx is only one part of the story. AT1 has two new Pascal OEM opportunities moving towards commercial supply agreements, including Chromacare’s Ferritin test and a new UK customer. Then comes the pipeline: • Active Syphilis clinical trials targeted for early CY27 • ALT Liver test development and potential pharmaceutical/CRO partnerships during FY27 • Gen 4 HIV development • HBV and HCV opportunities • Increased manufacturing capacity targeting lower costs and improved Pascal margins So what am I watching now? FebriDx orders. New Pascal contracts. HIV growth. Syphilis trials. Liver partnerships. Margin improvement. At 1.7c, I think FY27 is where we find out whether AT1 can turn 41% revenue growth into genuine operating scale. The story is no longer just about potential. Revenue is growing. OEM is accelerating. The pipeline is expanding. AT1 remains debt free. Now execution matters. $AT1 #AT1 #AtomoDiagnostics #ASX #SmallCaps #Diagnostics #Healthcare #Investing #GrowthStocks Disclaimer: This is my personal opinion only and not financial advice. I may hold AT1. Small-cap stocks are high risk and can result in loss of capital. Do your own research before making any investment decision.

$CRI AT 2.3c — TWO PROJECTS, MULTIPLE CRITICAL MINERALS, MAJOR CATALYSTS LANDING Critica’s 2026 Annual Report shows just how much the story has developed. JUPITER — RARE EARTHS • 1.8Bt @ ~1,700ppm TREO • ~500Mt higher-grade component @ ~2,200ppm TREO • ~14x beneficiation upgrade to ~3% TREO • 90–95% mass rejection • ~81% Magnet REO recovery • Commercial-grade ~58% MREC produced • MREO produced at up to ~97% TREO • ~70,000t contained gallium • Product samples being prepared for qualification + early-stage offtake engagement MT LINDSAY — TIN + TUNGSTEN • 19Mt @ 1.09% SnEq • ~49kt contained tin • ~28kt WO₃ • Granted mining lease • Underground development strategy being assessed • Partnership + offtake discussions progressing And this is where it gets interesting: BOTH Jupiter and Mt Lindsay Scoping Studies are targeted for Q3 2026. $CRI is no longer just one rare-earth exploration story. Rare earths. Gallium. Yttrium. Tin. Tungsten. Two development projects. At 2.3c, how much of that potential is actually priced in? #CRI #RareEarths #CriticalMinerals #Tin #Tungsten #ASX Not financial advice. Resource development is speculative and carries technical, funding, commodity-price and execution risks. DYOR.

$DBO | THE STORY KEEPS BUILDING Diablo’s FY26 report shows just how much changed over the year. STAR RANGE → North Star samples up to 3,043g/t Ag → Drill approvals secured → Multiple Ag-Sb-Cu-Au targets across the district HORN SILVER → Historic production of ~17Moz Ag @ 604g/t Ag → 202 claims → Acquisition completed August 2026 → Near-mine + regional targets being advanced $DBO also completed the second tranche of its A$3.5M placement, providing funding for exploration. This is no longer just one target or one project. Silver. Antimony. Copper. Gold. Two Utah projects. Drilling and exploration underway. Now it comes down to what the drill bit delivers. $DBO #Silver #Antimony #Copper #Gold #ASX DYOR. High-risk explorer. Not financial advice.

$PMT CAESIUM MILESTONE PMET Resources has successfully completed Phase 2 caesium testwork with Koch Technology Solutions (KTS). Testwork demonstrated a potential simplified, highly selective pathway to produce multiple high-purity caesium products from Shaakichiuwaanaan pollucite concentrate. >97% caesium recovery previously demonstrated from 12% Cs₂O pollucite concentrate. Follow-up proof-of-concept planned targeting marketable caesium products, including caesium formate and caesium carbonate. ASX: $PMT | TSX: $PMET #PMT #PMET #Caesium #CriticalMinerals #Lithium #BatteryMetals #Mining #ASX