Member Info for bonker99

Someone caught short apparently.

LOL - remind me - how long did it take Malawi to deliver the effing MDA?

Literally laughing at the value actually being c2.5x (2.618x per chance?) than the floated $400m number ;) ;)

Take that to the bank.

From memory, Pulawy was expected to cancel the MREC discount entirely.

It's worth 360-370p chaps - it's not rocket science math from 2025's average $63 crude price with $14 lift costs and c£2 price floor to today's $96 with $15 lift costs.

Likewise - mouthwatering now and that vertical weekly MA50 looking like it gives zero fks as it enters the 40s ...

https://x.com/bonker99/status/2033831526555652529?s=20

I assume that he and that and/or the Rare Earths possibilities in the country with the World's 2nd largest Rare Earths resources are somehow related but only time will tell how.

The numbers are so big that from an investment perspective it hardly matters but yes, multiples of.

There's a reason it's so quiet in here BTW butcha should know what to do ...

This.

The sheer size of this thing may well produce a surprise re who is involved in the funding here - I really, really would not be perturbed at the current pricing but very much take advantage of it while you still can IMO.

There's an awful lorra wonga in Sustainable Funds that are going to have to take a piece of this ...

Keep stalling to prolong the oil shortage and give the bankers the inflation they need to get the next £10T tranche of US debt away of course.

The ME is blowing up ...

The closest video footage from the site of the burning fuel tanks at Dubai International Airport (DXB).

https://x.com/RLehbib/status/2033651007792566625?s=20

Sure - they don't want to accidentally "win" when it's all going so well for a Zio banker masters.

Interesting numbers - they must be thrilled - all as planned of course:

🛢️ ​SHIPS PASSING THROUGH THE STRAIT OF HORMUZ

🟢 Feb 25 → 🚢 135

🟢 Feb 26 → 🚢 132

🟢 Feb 27 → 🚢 128

🟠 Feb 28 → 🚢 98

🟠 Mar 1 → 🚢 18

🟠 Mar 2 → 🚢 7

🔴 Mar 3 → 🚢 2

🔴 Mar 4 → 🚢 2

🔴 Mar 5 → 🚢 1

🔴 Mar 6 → 🚢 0

🔴 Mar 7 → 🚢 1

🔴 Mar 8 → 🚢 2

🔴 Mar 9 → 🚢 1

🔴 Mar 10 → 🚢 2

🔴 Mar 11 → 🚢 1

🔴 Mar 12 → 🚢 0

🔴 Mar 13 → 🚢 3

🔴 Mar 14 → 🚢 1

🔴 Mar 15 → 🚢 0

🔴 Mar 16 → 🚢 1

​• Average normal traffic: 130–150 ships/day

• Current status: Waterway effectively under blockade; majority of transits are "dark" or shadow fleet.

https://x.com/World_Insights1/status/2033507322795045042?s=20

If you can't fund a project with an IRR of c100 then there's definitely something wrong!

Re resistance/support - I'd expect mid/high 8s to hold up otherwise there's something afoot - I took some at 9p today, looking to build again as long as the "wrong news" doesn't materialise.

Interesting.

Moi aussi

Have also topped-up.

+80% - just like the SP soon enough.

Germany is starting to become a bit of an elephant to moi I must admit.