Jacob Jensen
554 posts
Jacob Jensen
@JacobJensen3
Presseansvarlig i DLG-Koncernen. Tweeter mest om 💛💙 og #dkpol
Aarhus, Denmark 가입일 Ocak 2012
407 팔로잉154 팔로워
Der er bekymrende mange "gratis" ting i det regeringsgrundlag.
Dansk
@rohdehb @jonas_dalgard Bo Henriksen og Brøndby har slet ikke noget på sig. Kæmpe and.
Dansk
Det er godt nok spændende - kunne god se det ville være en god løsning
Men hvad siger @F_Abolhosseini og @jonas_dalgard er det en and eller noget om snakken?
#bif #brøndby
VilfortPark.dk@vilfortpark
Dansk
@noa_redington Har aldrig forstået hvorfor både Mette, @troelslundp og @larsloekke ikke er blevet spurgt om: taler I alle sandt? Vel det eneste reelle spørgsmål, der kan udstille et eventuelt usandt svar? @kaarequist #dkpol #fv26
Dansk
Regeringen trådte til med et svulstigt regeringsgrundlag med titlen ’Ansvar for Danmark’. Nu, i regeringens sidste dage, er der ingen, der vil tage ansvar for det, der kørte det hele i grøften: afskaffelsen af store bededag.
#dkpol politiken.dk/debat/klummer/…
Dansk
@linezimling @Sebbedebbedue Vi skal lige have kigget på versefødderne
Dansk
@F_Abolhosseini @TroelsBagerT Frygter virkelig for hans forår. Sådan noget kan let knække en ung spiller. Håber truppen kan samle ham op! @BrondbyIF #brøndby #brøndbyif #bif #sldk
Dansk
Rekordsalget af Clement Bischoff til Brighton er - foreløbig - kollapset. Brøndby-spilleren og Premier League-klubben gik fra at være enige til uenige, efter at han var ankommet til England og blev der i to dage for at gennemføre transferen. @TroelsBagerT tipsbladet.dk/nyhed/premier-…
Dansk
Britt Bager, tidligere folketingsmedlem for K og V, bliver ny partisekretær for Moderaterne
nyheder.tv2.dk/live/kort-nyt/…
Dansk
Should I trade Adams and Dallas Goedert for Joe mixon, Tank Dell, and Jaylen Waddle?
English
@Mortenrf Nej - Klaiber ind centralt og skift Rado for SebSeb 🙏🏻
Dansk
Rado ud og ind med Greve. Vores offensive opspil går simpelthen for langsomt. #bifvb
Dansk
@PiroMemo96 Er der seriøst ikke nogen, der lige hører dem, om de er helt væk?
Dansk
@GunstPhilip Vildt spændende, Philip. Du har fået mig med på CAD-rejsen med din dybdegående viden og indsigt, som du deler ud af. Spændende tider forude! 🙏🏻🔥
Dansk
My summer substitute role as panel expert in Danish radio program #Millionærklubben ended today after 4 appearances the past two weeks.
The theme of the programs has been centered around how you as newbie in the stock market get yourself going and advice around this.
My all-in position in Colonial Coal $CAD.V has rightfully so led to some lifted eyebrows and valid discussions as it’s definitely not a strategy for everyone. Going contrarian the hottest mega trend the next 2-3 decades (ESG) and going all-in in a small cap, TSXV-listed non-producing Canadian company is on paper close to economical suicide.
In today’s program it was also mentioned that the ideal portfolio size (from a professional’s perspective) is 25-30 well-diversified positions across geographies and sectors. Surely not something I could’ve managed to fit the level of fundamental granularity I require of myself in the cases I’m investing in.
In the commodities space, I’ve followed @TheLastDegree for long who is also very transparently sharing his portfolio with his followers - broadly invested in Gold, Silver, Copper and a few rare earth metals play in Canadian markets with ~25-30 positions per precious metals bucket.
Without being fully aware of GV’s YTD return, his diversification strategy surely has secured him a decent return as one of his largest positions in $FDR.V has been killing it being up 69% YTD (+800% 52-weeks). On the contrary, two other very large-scale positions in $BIG.V and $BRW.V have been absolutely dog shit - down 55% and 75%, respectively.
So in a volatile and high risk sector as PM exploration (literally a lottery ticket with some ability to narrow the outcome span with good stock picking skills), the diversified strategy works - and historically GV has been doing extremely well in times when the sector has generally been in a bullish sentiment.
The “everything on one horse”-strategy with $CAD.V is obviously completely opposite. However, the case is also fairly different in the sense of drilling has been finalized, 700Mt is proven/inferred/indicated in the ground and the strategic direction chosen by DA & Co. is solely M&A (exit) driven.
In other words, the downside is limited to black swan events (like COVID-19 delaying the process or hypothetically speaking the B.C. province banning coal permitting/production making the assets valueless) or to the lowest thinkable in-ground per ton price one would pay to pick up the assets.
On the flip side, the upside is determined by the M&A appetite and most importantly bid tension (at the time of first bid). Looking at benchmark deals, we have 5-10 players sitting left with no- or limited long-term supply. We have 25-40 signed NDAs. There should be plenty of interest - question is then the price sensitivity of especially SoEs in India/China and Glencore - maybe also Japan/Aussie players.
So to summarize, I’m well aware of my risk willingness with my all-in strategy in $CAD.V. However, I’m also a firm believer that it’s going to be well worth the wait and risk appetite - and don’t see a massive downside in a bearish scenario (unless any black swan events).
We’ll see - it’s exciting times, that’s for sure 🫡
English
I grunden sjovt at råbe så meget når man ikke har vundet en skid i over 20 år 💙💛
Dansk
@eschjoett Du tager den på, du havde på i Silkeborg.
NEVER CHANGE A WINNING SHIRT👊🏼💛💙🔥
Dansk
@DennisJensen11 Det er sku da ikke for at fejre noget 😂 Tænker bare at folk møder op og sender drengene godt på vej ind i den sidste uge af sæsonen.
Dansk
Det her kan blive den største Meme i dansk historie, hvis Brøndby snubler søndag.
Dansk