Member Info for bonker99

I wonder why ......

I wonder why ......

Keep em peeled.

https://en.wikipedia.org/wiki/1973_oil_crisis

Quite.

Bring on the $2,002 print.

https://x.com/bonker_99/status/1732054726970163531?s=20

#OPEC+ countries are ready to deepen oil production cuts in 1Q 2024 to avoid speculation and limit volatility on the global market – #Russia’s Deputy Prime Minister Novak

Big meeting for Putin tomorrow and Thursday - it's gonna be 1973 all over again ...

Yup - that will be driven by people saying the "wrong" things online of course so we'll see that in the UK soon for sure.

Ziotastic.

US Dept of Treasury squeezes Nickel/Rare Earth supply along the same lines as the EU's Critical Mineral Act

https://x.com/bonker_99/status/1732007825478455499?s=20

Yummy

https://x.com/bonker_99/status/1731967415339147404?s=20

Oil going

https://x.com/bonker_99/status/1731961510090469540?s=20

#Opec+ cuts can absolutely go beyond 1Q24 - Saudi energy minister

$5 lol - try $50 mate.

Stop hunt for sure chaps.

Re Oil price:

Descending Wedge - could blow up at any minute.

https://x.com/bonker_99/status/1731697688842777087?s=20

TURKEY WARNS OF 'SERIOUS CONSEQUENCES' IF ISRAEL TRIES TO HUNT DOWN HAMAS OFFICIALS - TURKISH INTELLIGENCE OFFICIAL

They're setting this up a treat ...

All the way down? I've been trading the swings for a year+ but maintaining an average in the 220s as a long-term hold for the inevitable bagging+ run and the amazing divi - we're not all day traders mate :)

Lost me with the 208p thing.

OPEC SEC GEN SAYS WE DON'T FEEL VILIFYING INDUSTRY IS A CONSTRUCTIVE APPROACH, WE DON'T NEED THE IEA TO TELL US WHAT TO DO

OPEC SEC GEN SAYS AGREE THAT IEA HAS OVERSTEPPED ITS MANDATE, THEY ARE BECOMING LIKE THE CLIMATE ACTIVISTS OF THE WORLD

OOF

That final gap-fill @ 211p ...

https://x.com/bonker_99/status/1731681065931014478?s=20

Remember me 211p print shout last week - now watch oil ..........

A hot weekly RSI in 2026.

I'd be surprised to see Dugbe unsold by Q2/Q3 2024 IMO.

I had the DFS NPV at $1.8k Gold when it's actually at $1.7k Gold so while it's currently worth c£62m to HUM @ 51% ownership based on the post tax $530m NPV, the fact that Gold is currently $2,050 affords us the ability to uplift that NPV valuation by a *minimum* of 50% ($1,700 - $1,005 AISC = $695 profit per oz becomes $2,050 - $1,005 AISC = $1,045 profit per oz).

So as I mentioned the other day, it's easily worth net £100m to HUM (current mcap x 1.2) but maybe much more than that if Gold keeps going - and I think it will.