Member Info for bonker99

;)

Why do people persist in insisting that bankers and politicians don't know exactly what they're doing?

It's why nothing changes ...

Presumably :)

20>50 is a Silver Cross.

Daily 50 > daily 200 is a Golden Cross mate ;)

Fingers crossed - upper teens certainly doable.

I don't care about the rates pivot as such - yes, that will pour petrol on the PM flames but PMs will stay strong while rates stay/go up regardless - it's all about the debt stupid and the US have half of their $32T of debt maturing over the next 2-3 years.

My, earliest, PMs exit timeline is 2026 - Basel III was created for a reason, they knew this was coming and only hard assets will keep the banks afloat, hence their unprecedented buying of the last year or two.

PMs price? Well that will only explode when they're done buying of course - that's what CRIMEX is for ...

Re Japan - very much a special case - they don't even control the BoJ, the US does.

Morning,

I ran the rule over this last night - back to 60s then, at anything like current Lio2 prices, c160p IMO.

Have bought in - will double up at 18s, if seen.

:)

Hey.

Am I reading this right.

Post-tax NPV₈ of US$1.5bn

Free cash flow of US$2.4bn from LOM revenues of US$6.6bn

Average LOM EBITDA of US$316m per annum

IRR of 105%

Short payback of 19 months

The DFS incorporates the Project’s 35.3Mt @ 1.25 Li₂O Mineral Resource Estimate and Ore Reserves of 25.6Mt @ 1.22% Li₂O and considers conservative LOM concentrate pricing of US$1,587/t, FOB Ghana Port.

Li price is currently $31.8k/t, yes??

I'm short all the big players, APPL/TSLA etc recently - who knows with Burry ...

A glance at the 5-yr here is telling.

https://twitter.com/bonker_99/status/1691365418722619392?s=20

Auction again - the volume this past week says it all though.

FWIW - I was looking at this very area last year as a possible bottom - I suspect it can't/won't close a week below c540p

FWIW - I was looking at this very area last year as a possible bottom - I suspect it can't/won't close a week

BREAKOUT

Markets are pulling back properly now (I'm short all the big US players - APPL/TSLA et al) - I'm as sure as I can be that this is the final signal to get into the commodity space £Large as they must of course keep inflation boosted as Discretionary Spend, finally, breaks down.

That's a big un.

Added.

FWIW - my chart tea leaves reading suggests end of August or thereabouts.