MINING SERVICES VALUE INVESTOR
@ShitValueFund
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Value Investor, mostly ASX. Here for education and memes. 4th TWTR Account
Joined May 2021
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Fuck this country. Fucking lefties. Fucking retards... Slap on the face for all those hard working people who paid their debts.
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What a time to be alive - Coal miners on 2 x EBITDA, Oilers on 1 x EBITDA and African gold miners on 2 x EBITDA
While retards pay 100 x EBITDA for tech
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Friend has a cleaning company that charges the NDIS for 2 Bedroom 2 bathroom deep cleans. Takes 2 cleaners 4 hours (8 labour hours). He pays them $400 and charges the NDIS $800 to $1000.
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Tick tick... All those $1m mortgages looking iffy...
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Superannuation is a ponzi scheme.
When I was in school retirement was 60. Now it's moving from 65 to 67
By the time it's my turn to retire it will be 75. Fuck that. Going to transfer mine overseas and a one way ticket when I leave this nanny state
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People still don't believe me when I say the Australian economy is getting rugged?
Rest in pieces...
More stimmies coming.....
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Good morning fellow Australians, who have no idea that their $ is turning into a worthless third world currency.
We have crossed $3600 an Oz
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Moved here in 2000 as a 12 year old.
Leaving in 2024.
Wokies have no idea what they are walking into....
I was born in Zimbabwe.. I know what's coming
Immigration explosion has our society degenerating and regressing fast . Will end in violence. Our RBA folllows the Fed and killed the middle class in favour of the elites . And our PM is at a Taylor Swift concert . I feel fcking sick .
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Some fuck wit lefty threatened to call the police on my wife for child abuse at woolworths because she didn't want to buy the pink water bottle that my 2 year old son wanted..
Good luck living in this shit hole in a few years... Moving forward my plans to leave by 6 months.
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Aussie gold $3333 per oz
Gold miners printing cash and no one is interested.
More to come...
Compare it to how many retards trying to call a bottom on liffffium
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The world is about to see what happens after 10+ years of treating commodities/mining as the devil.
As they say, shit is about to hit the fan - if you are not long commodities/mining services - good luck.
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Fun fact - I was selling coal stocks to buy more gold stocks all week.
This is dejavu of the coal trade in 2021
Being first
Being early
No one caring
Market asleep
Retail punters no where to be found...
Going to be some serious consolidation in the sector soon.
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Last time I was as bullish on a dirt cheap hated stock like $KAR was when I was buying $RSG in size at 34c.. Before that it was $WHC at $1.20
Those are the only times I've gone this balls deep on a single stock in last 4 years.
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The recession is already here... The numbers are just cooked by the 100k immigrants coming in a month.
'We're trying to pull off something no country has ever done. We've never done. And that is get rid of inflation without a recession. Without a bad recession. And that's that narrow path...'
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If you pay for any chicks only fans please unfollow me. You are a dead ass loser.
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Another new position $DUR at $1 avg
Founder led, fast growing
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Australia is a third world shit hole with $1m hooms and pot holed roads that will make many African countries proud.
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Good morning Australia where your shit currency is now $3475 for an Oz of GOLD
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Good farking morning and happy weekend
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Just dropped 6 figures on a small ASX company trading at a market cap of around $27m that is debt free and has $10m net cash and on track to make $8m npat...
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Hey
@AlboMP
can you get on my broker to reduce my margin rates on my trading account... It's too high... I preferred it a few years ago when it was under 3% and I could leverage the shit out my stocks without much of a cost.. Or maybe you can put me on the NDIS for being a retard
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Literally radio silence on twitter that gold is $3200 AUD
That means it's going to $3500 soon
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You literally have gold miners printing cash at <2x EV/EBITDA
It would cost you their market caps just to replace/build the mines today.
Yet you have a lifffiium shitco up over 100% because they identified some pegs...
Gold is going higher
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I know an MMA trainer that owns a gym... Robbers broke into his house and he beat the shit out of all 3 of them...he has been in jail for 3 months with bail denied.
Welcome to Australia. Where criminals are protected and everyday I hear of a new house that got robbed in my area
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Australia is cooked.
Honest people can't afford medical services now while dodgy people rort the NDIS
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Seriously show me a cheaper more hated commodity that's printing cash with stupid cheap valuations, with the commodity at all time highs.. And literally no retail participation.
#gold
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It's that time of the year again... Where coking coal prices will probably rally $50 to $100 over the next 6 to 8 months
$SMR $WHC $MYE are my exposure to the commodity
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Seriously $3400 AUD an oz and no one is spamming Twitter besides me...
Fuck me.. We going higher
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What is the point of buying some of these African gold explorers with market caps of $80m to $150m. OK maybe you have 2m oz resource when you done exploring. It's going to cost you $400m to build the mine (Inc studies).
Just buy the current miners for 2x EBITDA
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Your government hates you. They pretend to like you by cancelling your debts and giving you free money... But it's all a fugazi.
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@Fun_Enjoyer_
I have a bachelor's and masters degree.. Paid my 65,000 debt third year out of uni. Found the brokie
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Buy a bunch of $WHC at $6.45
Get paid a 40c dividend and now almost back to where I added to my position.
Yawn
Enjoy your black outs lefties... I can buy my own power plant soon enough
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After consolidating for months $WHC finally looks ready to test those 2022 highs
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Called $WAF a buy at 82c 2 months ago (Now $1.41)
And called $RSG a buy at 34c 6 weeks ago (Now 49c)
Still on less than 2x EV/EBITDA
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What am I going to buy with my $YAL and $WHC dividends?
More YAL and WHC
Because nothing is going to give me such a good return with no real additional risk...
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I love Fridays. They are now gold ramp days
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Met a guy running a Roofing company... 3 employees...
Doing $65m a year in revenue and subcontracting all the work out...
Absolutely mind blowing...
Not even in business 10 years...
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Sell the open Monday, dump everything. It's all over. (sarcasm)
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You thought African gold miners were cheap on 2xEBITDA
Wait till you find oilers on <1x EV/EBITDA
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Who called AUD GOLD $3500 at start of march?
me when it was $3150
Its now $3445 AUD
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Booked a 8% loss on $KAR
Market hates it and I'm running out of patience.
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Meanwhile citizens in tents
Migrant families are taking up more than 35,000 social housing tenancies across NSW. Here's how many are on the waitlist:
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If you are not long gold and oil I feel sorry for you.
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Changed my Twitter name to celebrate $3500 AUD / Oz
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Feminism is a slippery slope to ending up a child groomer..... And yes that the same person 10 years later lol
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$RSG is on $420m EBITDA run rate at current gold prices
The market cap is $820m
They can afford their own army to defend their African mines lol
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Why are thermal only coal miners rallying with met coal miners - shows you how retarded the market is.
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Everyone calling for a pullback in gold...means we going higher...
Next stop $2500 USD
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Cry baby loser, just like your father and mother.
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Give the peasants $300 off their electricity after making their rents go up $300 a week
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Who the fook is buying $CBA up here above $127?
20x PE with economy tanking.... ok
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Gold $3,370 AUD / Oz
See you at $3500 soon
Where are all the retail punters?
No tweets and posts about gold price, gold stocks... Nothing.
See you at $3500 aud soon
Which at that point will mean most of my gold miners are making back in 12 months the market caps that I was buying them at....
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Reads guys linkedin, sounds like an astronaut - buzz words galore
Look up his sole trader ABN
Not registered for GST
Bitch doesn't even do $75k/yr revenue
Look up his address, same size as my garage.
Moral of the story, the only thing more fake than Instagram is LinkedIn
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All those gold explorers gonna be looking for drill rigs and finding out they are all diverted to production assets...
Bullish mining services...
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Tick tick.. More evidence
Friends mechanic shop was booked out 8 weeks in advance for the past 2 years. Went to see him today and carpark was empty and his crew were cleaning.
Economy is falling off a cliff
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Australia is fucked.
More money printing and stimmies coming.
Long gold... Save your savings....
People still don't believe me when I say the Australian economy is getting rugged?
Rest in pieces...
More stimmies coming.....
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But I thought it was meant to pull back?
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My shitco gold junior portfolio
$MM8 from 5.7c
$TSO from 2.6c
$PNR from 5.7c
$BC8 from 21c
$CYL from 53c
Around 5% of portfolio
My west African gold producer portfolio
$RSG
$WAF
$BTO.tsx
Around 25% of portfolio
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Who wants to do some lines of gold dust this weekend?
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This is why I've built positions in 4 ASX oil names... 3 of which are on <2x EV/EBITDA
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More Aussies than ever living in tents.
Rents up 50%
House prices up 50%
Food up 50%
Everything up 50%
You clowns deserve what you're getting for voting in this dumb ass.
Never thought Australia could have a worse PM than Kevin Dudd. Here you are
There’s nothing wrong with property investors going out and having a good time at Tay Tay.
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@CousinPennybags
He gets around 5 of them a week.. Making $2k to $3k a week and spends about 5 hours manging it.
This country is a joke
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All the while adding 100k immigrants a month. Cooked
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What happened... I thought lithium was da fyoocha and coal is dead...
$WHC
Going to die hold this stock....
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Friends mechanic shop was booked out 8 weeks in advance for the past 2 years. Went to see him today and carpark was empty and his crew were cleaning.
Economy is falling off a cliff
Australia is cooked.
Honest people can't afford medical services now while dodgy people rort the NDIS
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My 3 year old son told me he is a spider today... Guess I need to affirm his new gender identity and look for a surgeon to implant him with 8 arms/legs
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@FigTreeCapital2
So the government uses tax payer funds to subsidise people who took loans that have the risk of inflating? OK no problem let's print more money.... Back to square 1... Rinse repeat.
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These retards are still increasing $KAR
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What a beautiful day
40% of my portfolio is in $RSG and $KAR
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Imagine going to work and saying - f
#ck
yes im going to short the shit out of $KAR on 1xEBITDA while Brent oil is $85
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I remember posting about $RSG almost daily because that's how dumb the valuation was...
Maybe it's time I start doing the same for $KAR
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Place I'm renting is up for sale.. Selling Agent is a wanker...so I moved out and put up half naked women posters all around, blast rap music and make sure I'm there for all his open homes. Happy to rent 2 places at once to see that guy squirm every week. Like I said. Cockroaches
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Panic buy your sells from yesterday mugs....
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The state of this shit hole country
Senator Andrew Bragg is proposing home borrowers be allowed to shift their superannuation balances into mortgage offset accounts to reduce the sting of interest rate rises.
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Western currencies are doing a Zimbabwe
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Just found a company that provides a service to mostly gold miners in Australia. With very little competition and significant cost barrier to enter its market.
Higher gold prices means their service margins are expanding as miners out bid each other for their limited capacity.
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They don't teach math to people in Australia? $280k hecs to earn $82k
Should have just been a tradie or lollipop lady on 100k to 150k
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All out of $JMS sold the last lot today
18c to 29c
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Doubled my position in $KAR today around 1.635
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Australia just fucked itself
Australia 🇦🇺 just passed its Digital Identity Bill into law.
I'm Australian, but live in Iceland 🇮🇸: a country that already has an all-encompassing digital ID system. If you're wondering how Australia's new system will play out, I'll tell you here.
And also, how Australians who
853
5K
10K
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Record high gold prices? Every gold mill in the country will be trying to run at full capacity & previously uneconomic satellite deposits start to be mined..You need trucks to haul the ore.
$MLG are going to make a killing in the next few years & margins will increase.
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How many people in this cunts situation?
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