BRAZILIAN CRITICAL MINERALS
A retrospective, descriptive note on holding status โ not investment advice. Live weight, entry and P&L stay in the sections below (subscriber-gated).
BCM's current weight, average entry and live P&L are reserved for subscribers โ front-run protection for the founder's open book. The full public thesis, conviction history, closed-trade record and field notes stay open below.
The buy/sell markers for an open position are reserved for subscribers (front-run protection). The price history stays open.
No public thesis published for BCM yet.
The public thesis is drawn from the founder's published field notes. When a public note tagging BCM goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers โ their content is never surfaced here.
BCM was little changed +0.00% versus its prior close (last 42.865 vs prior close 42.865) (as of 2026-08-05 05:32 UTC). The market was pre at the time of this quote. This is a descriptive record of the move โ not a forecast or a recommendation.
Field note (subscriber)
Brazilian Critical Minerals โ Ionen-Ton ohne Tagebau
Trimmed position
4,964 @ 0.053 AUD
Trimmed position
75,927 @ 0.053 AUD
| Closed | Dir | Entry โ Exit | Hold | Return |
|---|---|---|---|---|
| 05. Juni 25 | SHORT | 0.17 โ 0.2 AUD | 43d | -17,65% |
This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account โ reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.
A retrospective, descriptive summary derived from the facts on this page โ the founder's own closed calls, recorded conviction, live position P&L and public third-party fundamentals. It is not a rating, price target, or buy/sell signal. Axes marked โn/aโ lack sufficient inputs and are shown honestly rather than guessed. Past performance is not a reliable indicator of future results.
Third-party market data (Yahoo Finance), for information only โ retrospective and descriptive, not investment advice. Values may lag the latest filing. Fetched 05. Aug. 26. Any metric the provider did not report is shown as โโโ rather than estimated.
Added to position
39,500 @ 0.058 AUD
Trimmed position
268,254 @ 0.057 AUD
Trimmed position
31,746 @ 0.057 AUD
Added to position
13,000 @ 0.058 AUD
Added to position
35,400 @ 0.058 AUD
Trimmed position
66,671 @ 0.048 AUD
Trimmed position
8,968 @ 0.048 AUD
Trimmed position
2,500 @ 0.048 AUD
Added to position
23,772 @ 0.041 AUD
Added to position
25,000 @ 0.041 AUD
Added to position
100,000 @ 0.041 AUD
Added to position
101,228 @ 0.041 AUD
Added to position
3,671 @ 0.04 AUD
Added to position
500,000 @ 0.04 AUD
Added to position
20,538 @ 0.04 AUD
Added to position
34,600 @ 0.04 AUD
Added to position
120,000 @ 0.04 AUD
Added to position
238,877 @ 0.04 AUD
Added to position
82,314 @ 0.04 AUD
Trimmed position
263,841 @ 0.038 AUD
Trimmed position
130,000 @ 0.039 AUD
Trimmed position
230,259 @ 0.039 AUD
Added to position
24,100 @ 0.039 AUD
Added to position
39,300 @ 0.036 AUD
Added to position
18,700 @ 0.036 AUD
Trimmed position
7,922 @ 0.038 AUD
Trimmed position
3,171 @ 0.038 AUD
Added to position
114,800 @ 0.037 AUD
Added to position
1,024 @ 0.037 AUD
Added to position
60,000 @ 0.037 AUD
Added to position
2,828 @ 0.037 AUD
Added to position
5,343 @ 0.037 AUD
Added to position
15,113 @ 0.037 AUD
Added to position
65,000 @ 0.037 AUD
Added to position
37,344 @ 0.037 AUD
Added to position
25,000 @ 0.037 AUD
Added to position
226,641 @ 0.037 AUD
Trimmed position
3,500 @ 0.57 AUD
Trimmed position
500 @ 0.57 AUD
Trimmed position
1,500 @ 0.57 AUD
Trimmed position
15,000 @ 0.57 AUD
Trimmed position
3,000 @ 0.57 AUD
Trimmed position
4,000 @ 0.57 AUD
Trimmed position
17,500 @ 0.57 AUD
Trimmed position
1,000 @ 0.475 AUD
Trimmed position
4,000 @ 0.475 AUD
Trimmed position
2,000 @ 0.475 AUD
Trimmed position
200 @ 0.475 AUD
Trimmed position
6,000 @ 0.475 AUD
Trimmed position
1,500 @ 0.475 AUD
Added to position
5,500 @ 0.255 AUD
Added to position
2,500 @ 0.25 AUD
Added to position
500 @ 0.25 AUD
Added to position
3,500 @ 0.25 AUD
Added to position
4,500 @ 0.25 AUD
Added to position
5,500 @ 0.25 AUD
Added to position
4,000 @ 0.25 AUD
Added to position
7,000 @ 0.25 AUD
Added to position
5,000 @ 0.25 AUD
Added to position
200 @ 0.315 AUD
Added to position
1,000 @ 0.315 AUD
Added to position
1,500 @ 0.295 AUD
Added to position
1,000 @ 0.5 AUD
Added to position
500 @ 0.495 AUD
Trimmed position
3,000 @ 0.55 AUD
Trimmed position
1,000 @ 0.6 AUD
Trimmed position
500 @ 0.6 AUD
Added to position
1,500 @ 0.58 AUD
Added to position
3,000 @ 0.58 AUD
Added to position
1,000 @ 0.58 AUD
Added to position
500 @ 0.58 AUD
Added to position
3,500 @ 0.58 AUD
Added to position
1,000 @ 0.56 AUD
Added to position
2,000 @ 0.66 AUD
Added to position
1,000 @ 0.65 AUD
Trimmed position
1,000 @ 0.68 AUD
Trimmed position
5,500 @ 0.68 AUD
Added to position
500 @ 0.665 AUD
Trimmed position
1,000 @ 0.63 AUD
Trimmed position
3,500 @ 0.63 AUD
Trimmed position
1,500 @ 0.64 AUD
Trimmed position
500 @ 0.64 AUD
Added to position
5,000 @ 0.66 AUD
Added to position
3,000 @ 0.72 AUD
Added to position
1,500 @ 0.72 AUD
Added to position
500 @ 0.72 AUD
Added to position
3,500 @ 0.72 AUD
Added to position
500 @ 0.635 AUD
Trimmed position
1,000 @ 0.67 AUD
Added to position
1,000 @ 0.57 AUD
Added to position
2,000 @ 0.4 AUD
Added to position
1,000 @ 0.395 AUD
Added to position
500 @ 0.395 AUD
Added to position
1,000 @ 0.395 AUD
Added to position
3,500 @ 0.19 AUD
Added to position
2,000 @ 0.19 AUD
Added to position
1,500 @ 0.19 AUD
Added to position
500 @ 0.19 AUD
Added to position
4,500 @ 0.18 AUD
Entered โ building position
2,500 @ 0.205 AUD
Entered โ building position
1,000 @ 0.195 AUD
Entered โ building position
500 @ 0.19 AUD
Entered โ building short position
3,500 @ 0.17 AUD