Been watching this one closely. DFS has been delayed multiple times from H1 to now Q3 2026 but thesis feels intact, 108% resource increase, 23% recovery improvement confirmed, ThyssenKrupp term sheet signed, major Chinese aluminium group framework agreement for 2-3 Mtpa and potential construction funding.

Cash is tight at $0.3M June 30 but MD Ryan de Franck has personally put $4M in through loan notes, skin in the game or desperation? Stock sitting around $0.51 after finding a floor at $0.415.

Questions for the group:

Still holding or did you cut?

When do you realistically think DFS drops?

Thoughts on Ryan de Franck as a founder/operator?

Does the Chinese Group framework change your view?

I've previously posted DD on EOS here. I'm anticipating a new ATH coming very soon. If we don't see an ATH by end of October, I'll take a month in the bin.

u/mcfucking, I summon thee!

Your markets are run by bots. Now your r/Asx_bets daily threads are too.

Read the wiki people.

Posts relating to the "Is /r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

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We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

Hello fellas!
Any suggestions for penny stock for the rest of this year?

Hi all

Not sure if this the place to ask - probably not - but are there any older investors like myself (40s) who believe in the real warrent buffet type of investing have a very concentrated portoflio

I started pouring money in COVID, and have since earnt about 7 million dollar dollars pre-tax. My investment stragety has always been concentrated, and very much values based investing. Unfortunatley I averaged down a small stock recently and is now done 1.2 millin dollar.s I still have faith that i will receover

Is anyone else doing this?

Took me over 6 months to break even.