TFC @TheFinCurator
Nonette, France Joined July 2020-
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If DGT is paying out almost all FFO as dividends and already has 35% gearing. How will it fund any growth? Di pills picking his lips hoping the herd stays long enough for another 2 billion of equity injection. AUM up, development fee, new debt fee, etc etc
If DGT is paying out almost all FFO as dividends and already has 35% gearing. How will it fund any growth? Di pills picking his lips hoping the herd stays long enough for another 2 billion of equity injection. AUM up, development fee, new debt fee, etc etc
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Great time to sell options
TFC retweeted
Post-results (31/07), our assessment of Credit Corp Limited ($CCP) cumulated to growing concerns regarding its credit, and counter-party risks, which sits statically on its balance sheet. Thus, we see CCP as an attractive short on current prices, especially since the latest…
🐊 posts incoming
TFC retweeted
Hang on. Don’t look at JLG! 🤣🤣
Hang on. Don’t look at JLG! 🤣🤣
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
TFC retweeted
Last one we promise x
TFC retweeted
We are selling fake handbags to willing buyers and holding onto the GST SO THAT WE MAY SURVIVE $CTT
TFC retweeted
Great research. As of today, environmental inspectors will be charging into Jiangxi to close down all non-compliant #lithium processors. As @sparkes_dwayne pointed out - #lepidolite processing uses large amount of raw ore, and produces lots of tailings post processing.
Great research. As of today, environmental inspectors will be charging into Jiangxi to close down all non-compliant #lithium processors. As @sparkes_dwayne pointed out - #lepidolite processing uses large amount of raw ore, and produces lots of tailings post processing.
TFC retweeted
US mortgage rates hits 7% and applications hit multi decade low. It may be nothing! 🤔
US mortgage rates hits 7% and applications hit multi decade low. It may be nothing! 🤔
TFC retweeted
Hope everyone enjoyed their commodity super cycle of 2023. Welcome to the 2024 edition! 🤔
Hope everyone enjoyed their commodity super cycle of 2023. Welcome to the 2024 edition! 🤔
TFC retweeted
Fun exercise to think about waste. Escondida strips 300Mtpa of waste rock, mills 130Mtpa to produce 2.4Mtpa of concentrate @ 35% Cu (850ktpa Cu) So almost half a billion tonnes of rock and tailings to make less than a million tonnes of metal
Fun exercise to think about waste. Escondida strips 300Mtpa of waste rock, mills 130Mtpa to produce 2.4Mtpa of concentrate @ 35% Cu (850ktpa Cu) So almost half a billion tonnes of rock and tailings to make less than a million tonnes of metal
TFC retweeted
$BHP $BHP.AX official statement to Queensland government: 🖕🏻🖕🏻 #CoalTwitter
S32 Taylor FID approved. Zinc price assumption at 3200 (spot 2300). Capex >2.3b NPV 600m irr 12%. Am I reading this correctly?????
Operating leverage is a beautiful thing. Seven west media: revenues down 5%, EBITDA down 40% PAT down 53%.
TFC retweeted
This is the sort of thing that makes it hard to understand the “iron ore [price] is elevated because China switched to renewables and EVs from property and infrastructure” explanation. The proportions don’t remotely match.
This is the sort of thing that makes it hard to understand the “iron ore [price] is elevated because China switched to renewables and EVs from property and infrastructure” explanation. The proportions don’t remotely match.
ELD has been trending up. Weather has been wetter than anticipated. Rationale says demand for ag chemicals should Be better than initial expectations for DGL. Stock has burnt many in the past but could be a surprise this reporting season (either good or bad)
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