Who mentions $EQR most on Surfaced?

@bullofbritain (BULL OF BRITAIN) mentions $EQR most — 6 mentions in the past 12 months.

When was $EQR first mentioned on Surfaced?

The earliest tracked mention of $EQR in the Surfaced archive was on Mar 16, 2026.

How many voices track $EQR?

4 FinTwit voices have mentioned $EQR 9 times in the past 12 months.

What kind of voices mention $EQR most?

$EQR is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$EQR

Equity Residential Properties Trust

$EQR

Equity Residential Properties Trust

Past 12mo:9mentions4voices

All voices4 calls since Mar 2026show all

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About this stock

$EQR received 9 mentions from 4 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2026-03-16 and the most recent on 2026-04-24. @bullofbritain (BULL OF BRITAIN) dominated discussion with 6 mentions, while @aleabitoreddit (Serenity), @michaelsikand (Michael Sikand 🦑), and @paola_rojas (Paola Rojas 🐝) each contributed 1 mention. The discourse centered on long research analysis of the company's fundamentals and positioning.

AI-generated from tracked posts · updated Sep 5, 2026

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Recent calls

4 calls

@bullofbritainApr 24, 2026 · 8:53 AM

To add on to this, SIVERS semi are a swedish microcap with an uplisting pipeline on the way. $EQR have a literal fucking bridge to US defence via Elmet who are just IPOing 🤣🤣 If they cant pull strings for this then they are cooked

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@michaelsikandApr 4, 2026 · 1:45 PM

Since we released our Tungsten report... The #1 question from the group is: can't we just buy $ALM? We're much more bullish on $EQR.AX / $EQRLF. These are the only two operating miners, and I am uninterested in any pre-production stocks. On valuation, EQR trades at ~US$5,600 EV per annual mtu of current production. $ALM trades at ~US$81,000, that's 14.5x the price per ton of tungsten actually being produced. $ALM sits at a ~$4.4B market cap largely priced for a ramp that only just commenced, while $EQR produced nearly three times as much tungsten in the last reported period and trades at ~$1B MC. Then there's the insider activity. EQR's Executive Chairman has been exercising options and ADDING to his position. Meanwhile, ALM's CEO Lewis Black recently filed to sell ~$85M in shares, roughly 70% of his holdings. That's not what you want to see heading into what should be the most parabolic stage of the company? Both are legitimate tungsten plays. But EQR gives you production now, better value per ton, and aligned insiders.

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@bullofbritainApr 3, 2026 · 2:06 PM

$EQR.AX - Catalysts rundown for anyone new to the sector - @citrini posting about #Tungsten supply-chain issue - @aleabitoreddit name dropping $EQR ticker - +12% Tungsten price on Rotterdam market (no decelerating) - Elmet going public (named $EQR specifically for supplying the Pentagon with Tungsten for 5 years, in SEC filings) - War escalating - Samsung confirming they will run out of stock by June - Board members buying NEW shares + options before a quarterly report in 3 weeks - Tracking tankers confirm $EQR closest port is still getting oil - Rheinmetall CEO confirming stockpiles are depleted - EU/Australia tax-free trade deal specifically for Tungsten - Documents showing China is a net buyer of Western Tungsten because they can't keep up with demand - NDAA banning Chinese Tungsten from U.S defence - U.S defence spend going up 50% to 1.5 trillion - Hyperscaler capex going up yoy Still no NASDAQ uplisting, still no fix in sight.

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@bullofbritainMar 21, 2026 · 5:11 PM

If the market valued $EQR.AX tungsten bottleneck the way it values the $AXTI InP bottleneck, $EQR.AX wouldn't be A$0.290. It would be A$2.47+. $AXTI: $3B market cap on $99M TTM revenue, losing money, Chinese export permit risk, Nasdaq-listed. P/S 30x. $EQR.AX: $1B USD market cap on A$90M TTM revenue, about to print A$300-500M (at current APT prices) with A$150-300M profit, government-backed from three continents, ASX-only. Forward P/S 3-5x. If $EQR.AX traded at $AXTI 30x P/S on forward revenue: A$400M × 30 = A$12B market cap ÷ 4.86B shares = A$2.47/share (8.5x from here) At a discounted 12-15x forward P/S (respecting ASX discount): A$400M × 12 = A$4.8B ÷ 4.86B = A$0.99/share (3.4x from here) A$400M × 15 = A$6B ÷ 4.86B = A$1.23/share (4.2x from here) The major difference is $EQR is not bound by permits. Is generating real world revenue. Western stockpiles are confirmed depleted. The core thesis holds and actually got stronger because $EQR is cheaper now. The gap between $AXTI Nasdaq bottleneck valuation and $EQR ASX bottleneck valuation is 3x on current metrics and 5-7x on forward metrics. A US listing compresses that gap violently. tldr - @EQResourcesASX Please for the love of god seek out an uplisting. Send this shit straight to Nirvana.

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