Chuck's Monday corporate finance quiz:
How does $CLE get a US$9.8bn post-tax NPV from an iron project grading 29% with US$4.6bn in pre-production capex, an 8% discount rate, a 7 year payback and an IRR of 18%?
#Copper $HCH releases a whopper US$1.4 Billion cost just for water supply alone! This is on top of its US$1.27 Billion mine cost! Total AU $4.24 Billion! and these are only cost estimates... Most likely even higher 👆
$HCH releases PFS. No mention of machinery equipment, capex blowing out. Lack of detail with costs in parts and key information in our opinion👀 Water Desal plant PFS being released tomorrow. Moving money into different buckets/entities looks nice on paper though... #Copper
$HCH releases PFS. No mention of machinery equipment, capex blowing out. Lack of detail with costs in parts and key information in our opinion👀 Water Desal plant PFS being released tomorrow. Moving money into different buckets/entities looks nice on paper though... #Copper
Funny how the @westaustralian is now the alternate @ASX announcements platform for $MIN and interesting timing following my post yesterday! $MIN's December quarterly report could be well short of hubris
More headaches for Mineral Resources at crucial Onslow Iron haul road with…
...and who can forget $MIN's raid on $KM1 #KM1 soon after listing which generated some healthy stag profits for friends and family. I assume that was also a personal matter
Crossings at Bell Potter and Mineral Resources afr.com/rear-window/cr…
I think about this question in last year's $MIN AGM all the time...
Look at the body language of MinRes' chair as he responds to the question.
So are you surprised with the Board's "full confidence in Mr Ellison and his leadership" declared in today's announcement?
$MIN.ax ~63% drop from 2024 high
Is the outlook for mining services, iron ore, lithium and nat gas really THAT bad?
Yes leveraged to the eyeballs, balance sheet stress, etc etc
I’ve taken a punt here at $30/sh
Fund Manager Rom Shamgar has gone loopy on Close the Loop $CLG
For the last few months ago, Ron (who blocks me for outing his hotcopper nics) was giving free financial advice on X on what a great buy $CLG is.
$CLG released its AR yesterday with improved results.
Alas for Shammy,…
I was once contacted by an insider of an ASX listed Co who wanted to alert authorities on fake & inflated invoices billed by related parties.
ASIC give very little protection to whistleblowers, so my unqualified advice was don't do it.
Because it will be them that take the fall…
I was once contacted by an insider of an ASX listed Co who wanted to alert authorities on fake & inflated invoices billed by related parties.
ASIC give very little protection to whistleblowers, so my unqualified advice was don't do it.
Because it will be them that take the fall…
#Ironore has been a good short set up or even better those with exposure to both #Lithium and iron ore. Majors are getting a long awaited reality check. $RIO $BHP $FMG $MIN
@ChuckChunder007 We are watching $HCH closely. The way the company compares itself to peers seems a bit stretched. We see desal being much harder/expensive. We see power being the biggest issue for both the mining and desal. It all feels a bit Lakeish $LKE plus political risk (nationalization)
@bhavdip143 Alright @ausstockchick - you could’ve shown some grace and responded publicly, but instead you’ve shown me, and the rest of mintwit, how little substance is behind your operation.
Not even a mining professional, a financial professional, or an actual scientist
Just a headcase
I just realised @ausstockchick has a podcast where she interviews companies who she evidently provides promotional services to…for education purposes. Learn about $IPT and #LU7 and some other lifestyle shitcos, from this financial services professional.
When’s the $BUR episode?
264 Followers 1K FollowingAustralian Mining, Australian Made
AI super Algorithms gpt4 deep learning Ai ,Api Nanoseconds trading
blackwell GPU,analysis the News and trades information
4K Followers 4K FollowingStrategic focused on oilseeds, vegoils, & feed grains frm 2016, & have also taken care of softs, energy, & geopolitics. 7 yrs of experience in crusher from 2008
10K Followers 473 FollowingCynical and Cranky take on the ASX professional company operators making a play on Retail. Citizen Journalist lighting a small candle in a dark room.
18K Followers 193 FollowingWe are biased investors. So are you. The tweets from this account reflect solely the opinions of Blue Orca and should not be construed as investment advice.
7K Followers 210 FollowingPMET Resources North America’s critical-mineral powerhouse, advancing the continent’s largest hard-rock lithium deposit, and key caesium and tantalum resources
70 Followers 218 FollowingFather of two boys. Analysis & financial commentary on materials powering the Energy Transition. Not Advice. DYOR. https://t.co/VDB0uZfhFs...
7K Followers 3K FollowingWe co-invest along side you in each and every deal! Our twitts are general in nature, purely as information and should not be constituted as financial advice
4K Followers 160 FollowingNOVONIX is a battery materials and technology company. We're onshoring the graphite supply chain and providing revolutionary solutions for the battery industry.
11K Followers 150 FollowingRK Equity. Research and advisory (Lithium & other EV battery metals). Co-host of @LithiumionRocks! https://t.co/5IHesnL6RI on YouTube
9.8M Followers 104 FollowingThe first word in business news. Singapore newsletter: https://t.co/RtyaUOdLdF Newsletters: https://t.co/nWaCxHSKuU Podcasts: https://t.co/096e9xMbPz
16K Followers 555 FollowingWe lead the world in up-to-the-minute, multi-media news provision.
We receive compensation for publishing content here on behalf of our clients. T&Cs apply
3K Followers 279 FollowingAt the dawn of a new energy era, Prairie Lithium Limited (ASX:PL9) is developing the world class Prairie #lithium project in Saskatchewan, Canada.
6K Followers 1K Following#Lithium exploration and development company set to deliver the Ewoyaa Project as Ghana's first lithium mine
AIM: #ALL ASX: $A11 GSE: #ALLGH OTCID: $ALLIF
4K Followers 478 FollowingASX listed $AGY, focused on its Argentinian #RinconLithiumProject in the world renowned #LithiumTriangle, targeting a fast-track development strategy.
5K Followers 287 FollowingWe are a responsible battery minerals provider. With tier-one credentials, world-class assets & strategic partners, our mission is to power a sustainable future
10K Followers 2K FollowingElevra Lithium Limited is a North American lithium producer (ASX:ELV; NASDAQ:ELVR; OTCQB:SYAXF) with projects in Québec, Canada, USA, Ghana & Western Australia
28K Followers 1K FollowingMetals, stocks & tech. Corporate advisor to buy/sell side @synergyrescap w/$80M+ in deals. Investor. AAusIMM. Sydneysider, originally from Chile/Argentina
23K Followers 2K FollowingMine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains.
4K Followers 51 FollowingLilac exists to solve one problem: lithium supply. With scalable lithium extraction technology, we help industries produce lithium faster, cheaper, and cleaner.
31K Followers 292 FollowingGlobal Lithium™ provides advisory services for lithium producers, purchasers, investors & governments on five continents. Host of The Global Lithium Podcast
2K Followers 109 FollowingMineral Resources Limited (MinRes) is a leading mining services company with a growing world-class portfolio of operations across multiple commodities.
No recent Favorites. New Favorites will appear here.