Principal at @DattCapital, interested in investing, tech, innovation, mineral resources & philanthropy.eadatt.substack.com Melbourne, VictoriaJoined January 2012
The #manganese price spike of 2008 happened with little to no apparent supply issues let alone 10-15% of the market going offline.
Here's what it did to BHP's share of GEMCO/Samancor at the time.. TORQUE
$JMS.AX
The #manganese price spike of 2008 happened with little to no apparent supply issues let alone 10-15% of the market going offline.
Here's what it did to BHP's share of GEMCO/Samancor at the time.. TORQUE
$JMS.AX https://t.co/0cwRlVA6k8
While the #BauxiteBoys were busy making cute crocodile memes, chad #ManganeseMen were out sabotaging a Gabonese railroad to choke supply and cause the price to moon
While the #BauxiteBoys were busy making cute crocodile memes, chad #ManganeseMen were out sabotaging a Gabonese railroad to choke supply and cause the price to moon https://t.co/RYDpUXPjSN
Probably now worth thinking about what if we get 2yrs at that right hand column before reverting to ‘lows’ for remainder of 100yr mine life. Looking more and more like the base case to me $JMS.AX
Probably now worth thinking about what if we get 2yrs at that right hand column before reverting to ‘lows’ for remainder of 100yr mine life. Looking more and more like the base case to me $JMS.AX https://t.co/CPN6XqKaXC
Soros has taught me that when you have tremendous conviction on a trade, you have to go for the jugular. It takes courage to be a pig. — Stanley Druckenmiller
Inertia, tangible security and 'free' income are a confluence of the most powerful drivers of human behaviour.
Very few decisions are made solely through an economic lens and there's a lot more to life than mere money.
Inertia, tangible security and 'free' income are a confluence of the most powerful drivers of human behaviour.
Very few decisions are made solely through an economic lens and there's a lot more to life than mere money.
Can #manganese prices get back to their 5yr highs on the back of the second largest mine (~10%+ global pdn) going down for an extended period? I dunno... but the torque on $JMS.AX is obvious.. 100yr+ mine life also = optionality...
Can #manganese prices get back to their 5yr highs on the back of the second largest mine (~10%+ global pdn) going down for an extended period? I dunno... but the torque on $JMS.AX is obvious.. 100yr+ mine life also = optionality... https://t.co/AIjKBPaagW
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