all metals charts look horrible right now and look like they are heading lower.....which means we bounce here (before heading much lower)
indians swimming fully clothed at bondi is causing irreversible damage to the spiritual energy of the beach
thinking of starting a podcast like @FoundersPodcast but instead of studying the greatest entrepreneurs of all time i profile the most depressing lives imaginable. alcoholism, drug addiction, multiple bankruptcies, children who’ve legally changed their surnames. 3 hours on how it all went wrong and why the worst is probably still ahead of them
if you work at $SOFI and had anything to do with this feature you should be deported and permanently barred from collecting social security
vincent capital retweeted
anthropic arr
anthropic arr leak
ant investor day
memory is it a buy now
citrini spx 9000 scenario
donald trump which company like
if friedland is right about where the scandium market is headed, there are a couple of largely overlooked TSX listed explorers that i suspect are going to put up some truly obscene returns over the next few years.
Oregon Group's latest research on the scandium market highlights the supply-chain PANIC for this highly strategic critical metal.
Scandium's unique high-strength, low-weight and corrosion-resistant properties make it highly attractive for cutting-edge defence and aerospace technologies... enabling improved power density, durability and fuel efficiency.
The global scandium oxide market is currently small but highly specialized... last year's total consumption of 60 tonnes could fill two 40-foot containers...
@TheOregonGroup estimates demand will soar more than 10-fold to over 700 tonnes per annum. Other than @SunriseMetals's Syerston Scandium Project in New South Wales, Australia, which aims to produce up to 180 tonnes per annum, we are not sure how this growing deficit will be filled.
there’s some proper value in a lot of miners here.. provided you’re not a coward and can hold a position for >12 months without needing daily reassurance from the share price
Firmus co-founder Oliver Curtis has been travelling on a $20m private jet as his company’s $44bn ASX float collapsed amid lukewarm investor interest. Read the full story: bit.ly/4s2qT8b
vincent capital retweeted
If you ever viewed the below tweet you know what happened next.
Below is my view on the #coal players today.. (don't dare mention that shitco).
Either the market is right in its valuation and the spot coal price reverses meaningfully or the equities go higher.. I don't know which one happens..
I'm always long 25 year++ Assets trading at 2-3x EBITDA.
