Blacksmif @blacksmif_

Equities Trader Sydney Joined January 2017

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Blacksmif @blacksmif_

2 weeks ago

all in $VMM.

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Blacksmif @blacksmif_

2 weeks ago

$REH, one of the most bearish calls i've ever heard.

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$VEA $ALD China cutting <2m tpa refiners reduces cheap refined fuel exports. Less Asian oversupply = stronger Singapore crack spreads, directly boosting margins. equal to ~1.2 mbpd (~1.2% global supply). Even partial curtailment moves the market. $VEA most leveraged

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Blacksmif @blacksmif_

4 weeks ago

$PME CEO - We don't expect that margins will deviate materially from where they are now however it is not inconceivable that margins could grow further Street has them going from 74% to 83% in FY28...

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Blacksmif @blacksmif_

a month ago

$LNW 12.6x PE vs $ALL at 25x PE $LNW exiting nasdaq and sole #ASX listing puts it a the bottom as #ASX50 above $VCX $JBH $TLC an $AIA with >12bn mkt cap. you would think there's zero chance this LNW/ALL spread stays at these lows.

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Blacksmif @blacksmif_

a month ago

$ATX - there's another patient in there with 100% tumor reduction... another potential CR? people are focussing on medians when they should be focussing on nuances

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Blacksmif @blacksmif_

a month ago

$CAT - Stock up 6x in 18 months and every question at AGM is about why not more females on board and crying about rem. insane.

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Blacksmif @blacksmif_

a month ago

$CU6 - sounds like shorts got nothing.... 10% SI, 7 DTC🚀

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Overfit Quantitative Strategies @OverfitQuantit1

2 months ago

Modern asset pricing theory they say

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Blacksmif @blacksmif_

2 months ago

if $PME announced this $LDX deal it would put on 8bn of market cap

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Blacksmif @blacksmif_

2 months ago

#lithium up 5%, $PLS unch...

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Blacksmif @blacksmif_

2 months ago

$BOT not marking that market sensitive is fking insane

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Matthew @CloseTheMarkets

2 months ago

$BOT $BOT.ax I cannot believe these fucking clowns running the show. $300M wiped - $700M from the ATH and they are fucking up the sales updates. Sell up and end the shit show you morons.