mondy @mondyinvest
Mining investoor. Fan of Occam’s razor 🪒 Australia Joined April 2021-
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A brilliant read about the difficulty of opening new #coal mines in Australia: ‘He dismisses arguments #metcoal is “on its way out”, warning the world will face a “come to God moment” as a result of no new supply coming on.’ $AMR $HCC $METC $WHC.AX theaustralian.com.au/inquirer/pembr…
If you exclude the Acuity ATM facility (which would be hugely dilutive/ruinous to the share price) at current burn $SYA $SYA.AX have just 1.7 quarters of cash remaining. Something has to change, fast. #lithium
Columbia canceling classes means there will be a staggering shortage of 4th century Lesbian poetry experts in the coming years.
Never before has a ticker so accurately warned you of what will happen if you take the plunge $BOIL #natgas
#29M light more cash on fire, suspend production and sign a term sheet for US$50M more debt, this time from $GLEN, known to be such a charitable organisation to work with. Time to call it a day, guys. Thanks PE for bringing another great company to the public markets 🫡 #copper
#29M light more cash on fire, suspend production and sign a term sheet for US$50M more debt, this time from $GLEN, known to be such a charitable organisation to work with. Time to call it a day, guys. Thanks PE for bringing another great company to the public markets 🫡 #copper https://t.co/CMpAOKgVZX
$WHC updated sell-side price targets: Macquarie $9.00 Jefferies $9.00 Morgans $8.90 UBS $8.85 Ord Minnett $8.80 Bell Potter $7.70 $WHC.ax #CoalTwitter #ASX
$HIO $HIO.AX out with a ‘Project Update’ about all their strategic investor ‘partners’ selected… stock pumps then sells off. Seems like investors have finally wizened up to what’s happening here. Monday: trading halt for a cap raise. #ironore
$HIO $HIO.AX out with a ‘Project Update’ about all their strategic investor ‘partners’ selected… stock pumps then sells off. Seems like investors have finally wizened up to what’s happening here. Monday: trading halt for a cap raise. #ironore https://t.co/ELb83J1WTe
$KAR $KAR.AX 🔻🛢️
Every. Single. Time. $CTT $CTT.AX I’M SO SORRY GUYS THEY’RE MAKING ME DO IT AGAIN!
David Pocock: - thinks $WOW.AX are price gouging with profit margins of 2.5% - thinks we address a #housingcrisis by using taxpayer money to subsidise demand Good rugby player, clueless politician #auspol
David Pocock: - thinks $WOW.AX are price gouging with profit margins of 2.5% - thinks we address a #housingcrisis by using taxpayer money to subsidise demand Good rugby player, clueless politician #auspol
JPMorgan warns of need for ‘reality check’ on phasing out of fossil fuels on.ft.com/3Jq7Qz2
$GLN $GLN.AX in a voluntary suspension “pending an update on government permitting”, now extended until Monday 22nd which happens to be… the date of the AGM 👀 Investors haven’t had the chance to trade their shares since the below ‘ATM’ announcement 🌶️ #lithium #argentina
$GLN $GLN.AX in a voluntary suspension “pending an update on government permitting”, now extended until Monday 22nd which happens to be… the date of the AGM 👀 Investors haven’t had the chance to trade their shares since the below ‘ATM’ announcement 🌶️ #lithium #argentina
@mondyinvest It has taken off. Spot is up five fold in three years.
Tweet below is the #uranium sector in a nutshell. You have new/unproven producers like $PDN at A$4.3B, $BOE at $1.9B; unfunded developers like $DYL at A$1.2B, $BMN at A$542M, and dogs like $PEN at A$232M or $AEE at A$117M… and some punters are still waiting for “take off”. 😵💫🥴
Tweet below is the #uranium sector in a nutshell. You have new/unproven producers like $PDN at A$4.3B, $BOE at $1.9B; unfunded developers like $DYL at A$1.2B, $BMN at A$542M, and dogs like $PEN at A$232M or $AEE at A$117M… and some punters are still waiting for “take off”. 😵💫🥴
TwinTurboCelica @TwinTurboCe1ica
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Respeculator @respeculator
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BuyLowSellHigh @BLSHigh
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margins matter minera.. @Jkoozi1
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Respeculator @respeculator
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BuyLowSellHigh @BLSHigh
17K Followers 66 Following I just follow the charts and go with the trend long or short .Always looking for a swing trade off support and resistance levels. #volume #momentum
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
InfantTurdPowder @zhanginu
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Yellow Lab Life Capit.. @YellowLabLife
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Stokdog @stokdog
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Stan @StanH2443
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Ignore @ignore89039500
2K Followers 1K Following Read the name. Annoying. Talk too much. Very dumb. All Tweets pure nonsense & worthless opinions. Not advice of any kind. Please go away.
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margins matter minera.. @Jkoozi1
2K Followers 537 Following parody account nothing is financial advice or intended to be even anything remotely close to advice. i am a complete moron if you follow me so are you.
@mondyinvest I endorse this viewpoint because it reinforces my investment decisions 🤔
@mondyinvest I use the below for whodat. 4.25mbbl x $80 less $15/bbl + 22.5m capex get you a pretty number. Personal feels is mgt need to show some s/h friendly cap mgt asap.
@mondyinvest Fark me. Possibly the worst set of objectives I’ve seen. Production & costs = 30%. TSR nope. Who dat writes this shite?
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
@mondyinvest Show me the incentive……
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)
$BHP offer rejected Anglo: “significantly undervalues” Here we go $BHP.ax $AAL.l
$CYM - April 2024 SP performance. 5th April = 1.7c 26th April = 3.4c +100% 🔥🔥 #copper
May be Kieth can bail them out mondy! Looks like $PLL $PLL.ax have a huge problem on their hands! When IRA funding approval???! 😂👇
If you exclude the Acuity ATM facility (which would be hugely dilutive/ruinous to the share price) at current burn $SYA $SYA.AX have just 1.7 quarters of cash remaining. Something has to change, fast. #lithium
$CRN.AX Market cap: A$2bn Pic 1: showing they made just US$23m of FCF for 2023.. Pic 2: showing 2024 looks a lot like 2023. Pic 3: buyer of major SH stake getting cold feet (surprised?) Great hedge to other met coal names.. 🤔
@mondyinvest @JCautec Yup, saw it when I was FIFO. People were buying new rangers and jet skis wonder if it was worth it to them.
Out of curiosity. Doing the calculations on typical mortgages around me. 500k mortgage 6% interest, 5% deposit. 30yr At the 5yr mark $143k interest paid, $36k paid off principal. Paid $179k to bank for only $36k principal down. Still owes $464k That's devastating.
Faaaaark I hate Platinum Funds Mgt. This time my fault 💯. Held that shit for yrs, some decade+. A farkstick on X says stop hating on companies and I go, yeah fair enough, so I reduce holding THIS WEEK. TODAY strategic review - which I knew was coming! X giveth X taketh away
@InspectionDeep He’s only that red cause he’s loaded, lives in the most baller house imaginable, and and plays golf in the Vegas sun all day. Goals tbh
@HomosexualMan1 EVERYTIME COAL IS GREEN BRUCE GETS REDDER
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