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Respeculator

@respeculator

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Following
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Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD. https://t.co/gnaVt4eTjD

Brisbane, Australia
Joined July 2020
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@respeculator
Respeculator
43 minutes
@James_Dou77 @sparkes_dwayne Moved 5.5Mt of material in Sept qtr... and cost them US$19m to do so ($3.40/t of material)... here's the breakdown they give... $3/t is rough figure - will depend on ore hardness (blasting requirements), depth etc etc
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RT @TinInvestor: Indonesia’s refined #tin exports fell 67% to 1,566.26 tons in January, from 4,685.28 tons in December, according to trade…
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3 hours
RT @mattjcan: When even out banks are deserting net zero, it is probably time for us to too!
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RT @AndreaHotter: First Quantum says a final hearing to decide the fate of its Cobre Panama ownership is now scheduled for February 2026 af…
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@respeculator
Respeculator
7 hours
Less than 6years after acquiring for ~C$800m (and generating next to no FCF) St Barbara are parting ways with Atlantic gold.. what a disaster $SBM.AX
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19 hours
@tahirtsn Yep. I don’t have a magical Answer but if you know the cost curve and how long one has to survive under it is a good start. As to Met coal.. under $200/t for how much longer?
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@respeculator
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19 hours
Liquidity = price discovery. More liquid a market = more it should represent underlying value of Assets. TSX/V having literally zero liquidity can certainly mean value ops occur but if ur only entry is via placement 🤷‍♂️ no wonder all y’all focusing on things like share count and warrant walls and all this shite on capital structure… vs Asset value.
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20 hours
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20 hours
Remember Afritin or Afri-thin (h/t the 🐐) who tried to ride the last #tin bull market with their 0.15% Sn with no water in the desert in Namibia? Was a plethora of UK pumpers on it… well now it’s Rome Resources playing the nearology play next to the 🐐 deposit. SMH at all these UK pumpers @ShakeyPremis @Edark94
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@respeculator
Respeculator
20 hours
RT @thewisementor: If you think getting a degree is enough, watch this⚠️
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20 hours
RT @Investingcom: *GOLD PRICES RISE TO NEW RECORD HIGH NEAR $3,000 $GC_F
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20 hours
RT @PM_ViktorOrban: When 15 years ago the Hungarians turned against the progressive global elite, everyone said that this was madness, impo…
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@respeculator
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23 hours
@yeticapital99 China close to putting export restrictions on Aluminium too I reckon… everyone looking at copper (where all the cash as been spent) none at Aluminium..
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1 day
RT @gregrieben: Not many folks talking about this breakout in Copper... 👀
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@respeculator
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1 day
@tahirtsn Yes
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2 days
@AlchemyofFinan1 Boomers about to get disappointed at the divi.. “5c on a $5 stock is 1%, I can get bank interest bigger than that or CBA pays $4 on $150.. 3%!!”
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@respeculator
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2 days
@Jkoozi1 @ImmaYieldGuy As long as ur happy man, I appreciate your posts (wish you’d do more).
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@respeculator
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2 days
@usuallyYJLee Lesss go!!
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