Kevin Bambrough @BambroughKevin
Retired Investment Professional on the side of truth and fairness. Tweets are just my opinions and not advice or recommendations. Looking for 10x in 10yr stuff Toronto, Ontario Joined February 2014-
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Economy on the precipice of collapse
Economy cracking
Every commodity bull cycle sees a labour shortage and also significant labour cost increase. During bear market times workers see the weakness and are simply grateful to hold onto a job as options are limited and they recognize the financial weakness of their employer. In this…
Every commodity bull cycle sees a labour shortage and also significant labour cost increase. During bear market times workers see the weakness and are simply grateful to hold onto a job as options are limited and they recognize the financial weakness of their employer. In this…
$cco $ccj takeaways… over contracted for probably at least 5 years = forced buyer of uranium over the next 5 years. Contract book still a pile of dogshit with little upside Vs cashflow burn risk from being forced to buy lbs or borrow and kick can down the road. Risk to…
Thread on how #analysts are actually paid to low ball their #revenue and #earnings #estimates in order to support their firms #investment #banking business. How this leads to excessive #stock #valuations and #optimism plus when there’s a higher than normal number of companies…
Thread on how #analysts are actually paid to low ball their #revenue and #earnings #estimates in order to support their firms #investment #banking business. How this leads to excessive #stock #valuations and #optimism plus when there’s a higher than normal number of companies…
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Uranium Insider @uraniuminsider
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41 Followers 88 Following@BambroughKevin Are they not the worst negotiators in the history of negotiating?
@BambroughKevin We might be hearing that word again: "rehypothicated".
@BambroughKevin if they were very good at estimating earnings they’d be managing money
@BambroughKevin Thanks Kevin, Fantastic Information As Usual. I Appreciate The Education Sir.
@BambroughKevin Sirtuin-activating compounds. Basically eat apples, grapes and curcuma spice and you got them all!
@BambroughKevin glad to see someone pointing out all taxpayers have an embedded short in fiat - so few understand this on here.
Gold rallied strongly again today, disregarding entirely the significant reversal seen on Friday. How could anyone label an asset as "overbought" when positioning is still far from extreme levels? Remember, central banks aren't accumulating the metal for a 20-30% return on…
Spot Gold is closing $1,000 above our average all-in-sustaining cost for our producing Gold miners; this is equal to the highest margin I have seen in 25 years of investing in this sector. If Gold stays where it is or goes higher, quality miners are ridiculously undervalued.…
@thetalizard @BambroughKevin Maybe rather exchange for metals and real estate?
She's foul for that LMFAOOOOOOOOOOOO
Lumber. Exquisite. Few.
Feeling like I’m slowly making progress. Trying to tell the story of how light is moving in the picture