Travis Ricciardo @TRAVmoneyofmine
Hat salesman @moneyofminepod Perth, Western Australia Joined April 2023-
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C'mon @FredWoollard
STAM says too hard - sold their 19.9% stake in $SRX.ax to Gemcorp for 15c each in the latest Fumble in the Jungle
Starting now
Forget the $/oz metric. The so-called "independent" technical experts (aka paid deal justifiers) have adopted a more useless metric to defend "fair and reasonable" recommendations. Wait for it.... exploration upside based on $/km2 comparable transactions. Wtaf
10 followers but can tell this account will bring alpha already. Cmon mintwit do your thing
10 followers but can tell this account will bring alpha already. Cmon mintwit do your thing
Chuck's Friday flashback. This was Bre-X's last upbeat news release before shit hit the fan! Three days later the results from Freeport's DD drilling were released to the market
Only $GLEN or $RIO can really contend - no bid from $VALE will be coming (expected per @YellowLabLife). I can't see Rio getting there - don't they really want $PLS a bit cheaper? Is $AAL worth more to $GLEN or $BHP? Surely Glencore. But who will pay more?
@respeculator The one without a "clean" balance sheet is $GLEN (circa $12bn net debt post Elk Valley completion Q3) but likely the most synergies. $GLEN's multiple might be a bit thrown off by lag of Elk Valley in the data but based on this, they could bid scrip too. I'd prefer geared $GLEN…
$BHP is not going to ape into #uranium at >$100/lb (that's $RIO's style instead). BHP is not going to scoop up #lithium countercyclically either. They want #copper. This is all about $AAL.L's cheap Cu. Happily take quality met coal too as long as they highlight only the Cu.
🔊 Listen to Anglo American's $AAL CEO, Duncan Wanblad, discuss the "industrial logic" of a merger with Glencore $GLEN just two months ago. I think this has potential to get spicy from here $BHP $BHP.ax
🔊 Listen to Anglo American's $AAL CEO, Duncan Wanblad, discuss the "industrial logic" of a merger with Glencore $GLEN just two months ago. I think this has potential to get spicy from here $BHP $BHP.ax https://t.co/Jd10FndkoS
With $BHP bidding Anglo $AAL surely Glencore $GLEN is crunching the numbers on a cleaner deal
Don't make me do a tweet thread on a certain persons' track record of shareholder value creation. Let's just all agree to vote AGAINST without me going there shall we
Let's file this one under least expected announcements to see on a Wednesday afternoon. What's the read through? $chn.ax $chn $enr $enr.ax
Great 1st paragraph out from $GOR.ax today. But 2nd paragraph is disappointing. This should say "The company is committed to maximising shareholder value and is open to exploring all strategic alternatives realise maximum value". Read through here: we can't be bought. Poor
Great 1st paragraph out from $GOR.ax today. But 2nd paragraph is disappointing. This should say "The company is committed to maximising shareholder value and is open to exploring all strategic alternatives realise maximum value". Read through here: we can't be bought. Poor https://t.co/S0CvRyVgtU
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Mitt Romney's IRA @unlevered
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What the heck. Last thing I want my government to do is to turn into VC. Zero respect for our tax dollars. afr.com/technology/lab…
@Eagleresa Christ Keith - that explanation is tough going after reading 400,000 quarterly reports
Before $RIO.L do make their bid I do want to remind you.. got a hell of a lot of pushback on this but trading todays money printing iron units for tomorrows money printing copper units is wise M&A imo given relative valuation spreads…
Biggest mining M&A deal in the first 2 months of the year… Rio Tinto buys Anglo American… $RIO.L $AAL.L
The manganese men will have to wait until June for any price increases and the bauxite boys in capital raising today Guess it’s up to the tin barons to carry the fintwit memes this week
i will do the honourable thing
$IGO $IGO.AX
A lot going on here in this $IGO $IGO.AX quarterly: - EBITDA -82% versus prior quarter - sales down over a third - Operational challenges with unsold #lithium inventory piling up on site - production reduced as a result - realising price from US$3k/t last quarter to US$1k/t
get rekt sujit (coin landed heads)
I have a love/hate relationship with event driven stonks like $AZS. There is so much adverse selection every step of the way, bluffs and double bluffs and wondering if im the idiot (yes)
Live shots of the #ASX MAP team trying to get all the sh*tco mining 4C’s out on the last day of the month. The best ones come after hours, right?
Barrick Gold boss hunts for takeover targets The pugnacious chief executive of the world’s second-largest gold mining group expects gold and #Copper prices to rise, lifting mining stocks. $EVN $NEM $BHP $AAL @TRAVmoneyofmine
@BLSHigh @moneyofminepod @TRAVmoneyofmine 🍿 ready
@moneyofminepod @TRAVmoneyofmine Dont forget the name and shame on late quarterly reports 💣
Some spicy investor activism happening at $KAR $KAR.AX to get @TRAVmoneyofmine frothing! Sandon Capital and Samuel Terry Asset Management teaming up with 5.6% of the register to agitate against the re-election Peter Turnbull and reject the rem. report and performance rights 🌶️🛢️
@overjumped_ @TRAVmoneyofmine Dang, you beat me to it by 2mins 🤣
STAM & Sandon going activist on $KAR! They must follow @mondyinvest! 🤑 @TRAVmoneyofmine - obligatory cc as Head of Activism
Ah… *now* I understand why they paid what they did for Who Dat: $KAR $KAR.AX management’s performance objectives had a 20% weighting for “acquire a substantial second production asset” but with no metrics on price paid, value achieved etc. Buy at any cost and get the tick ✔️😵💫
@JavierBlas @TRAVmoneyofmine get this guy on MoM poddy next 🙂.
@TRAVmoneyofmine @HorribleDisgust @YellowLabLife @StevenShadduck please share
Excellent work. Follow👇🏻
American Rare Earths ($ARR.ASX) has captured recent headlines, and if one believes what they say, this company is destined to be USA’s golden ticket to rare earth independence Sounds fantastic right? Well it is, except for the fact that this company is just your next scam…
American Rare Earths ($ARR.ASX) has captured recent headlines, and if one believes what they say, this company is destined to be USA’s golden ticket to rare earth independence Sounds fantastic right? Well it is, except for the fact that this company is just your next scam…
#manganese Aus 46% lump, +4.52%. USD$6.395 $JMS
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