Happy Bunny 🇦🇺

@junkbondanalyst Is there any evidence that Zaslov added a single dollar of value to the deal that couldn't be replicated by a nutless monkey?

David Zaslav is set to clear almost $1 billion dollars in the Warner Brothers sale to Paramount. Bro executed, delivered for shareholders, and got paid like someone who actually returned capital. This is capitalism. Cope.

@AvidCommentator Calling it fake. Trump has never said "fuck" or equivalent in a truth social post. Trump has never referred to Allah before. Nobody, like Hegseth, is retweeting. The structure is a parody of a recent tweet. This reads like a parody.

All I can say is good luck to all of us

@clairlemon No, Just Stop Oil may accuse Trump of Islamaphobia for bring prejudiced against Muslim oil.

Will the Just Stop Oil protestors thank Trump for stopping the oil?

@AlanKohler Facebook has recently been sued for knowingly allowing criminal activity on their platform. A precedent has been set for anyone with deep legal pockets.

If you see any ads anywhere that use my picture and/or my name that offer investment advice or recommend a particular investment - it's a scam. There seem to be a lot of these around, especially on Facebook. I never do advice or recommend anything. Ignore!

@jean_twenge @JonHaidt 30 years ago, in an analogue world, exposing children to technology taught children digital skills. Now the world has become digital, taking away technology will be necessary for teaching children analogue skills.

Parents have had it. Kindergartners should not be watching YouTube at school. In a few years, we're going to look back at school tablets and laptops and wonder what the heck we were thinking, especially for elementary school students. washingtonpost.com/opinions/2026/…

@JohnAndersonAC The boom-bust cycle of the resource sector will always kill any budding industrial development. Unless there is draconian -like controls on the value of resource exports, the Australian dollar will be poison to any advanced industry.

Australia must reindustrialise after the Iran war. It may be costly, but there is a greater price tag attached to the prospect of letting critical industries lapse and leaving the country vulnerable to global supply chain disruptions. Further, the private sector must given freedom of energy choice. Otherwise, we must not be surprised when investors take their capital elsewhere, just as BHP has demonstrated by snubbing their expansion plans in South Australia. Link to article in comments.

@Goalkickingguru No, future sales are usually hedged with some type of derivative. The spike in spot price would drive that derivative negative in proportion to sales. Net profit: zero.

A lot of the diesel that was already in storage in Australia when the war started was landed at Australia refineries for around 90 cents a litre. A lot of that diesel has been sold for close to $3 a litre. Hey ACCC isn’t that price gauging

@bowtiedstocks Wheelbarrows are also up 36% 🤷‍♂️

Plastic pipes for construction up 36% Hope you got a good wheelbarrow™️

@JavierBlas Iran's loosening of threats implies two scenarios. Iran still has complete control of all military assets and there are no rogue units operating independently, therefore Iran is "winning". Alternatively, there are no military assets to fire at ships, therefore Iran is "losing".

Iran said foreign ships are allowed to cross the Strait of Hormuz, as long as they aren’t supporting acts of aggression against the country and follow regulations put in place by Tehran. bloomberg.com/news/articles/…

@JavierBlas Attacking the civilian infrastructure of their neighbours? In other words, Iran's new strategy will the same as the old strategy.

Iran responds to Trump’s 48-hour ultimatum: “… the critical infrastructure, energy infrastructure, and oil facilities throughout the region will be considered legitimate targets and will be destroyed…”

@overjumped_ Did $SBM ever get that $200 million tax bill resolved?

Doing some DD on $SBM.ax (late to the party, I know).. just confirming this is what we're dealing with + adding some rampant speculation of my own: - A$0.68/sh for a A$820m market cap & ~$A263m EV - 40% of Simberi, soon set to produce 200kozpa to 2039 - Atlantic/Nova Scotia projects (~1.2Moz @ ~1.1 g/t) & existing mill (~3mtpa) Simberi: Either free carried (via sell-down) to production or remaining interest sold (>$A370m) Atlantic: $NEXG.v plan to begin construction this year at Goldboro, located ~50km away (M&I: 2.6Moz @ 3.7 g/t) - Initial capex (2022) was C$270m (US$200m) for a 1.5mtpa mill; presume now ~US$400m So... if they could, it's cheaper for $NEXG.v to buy $SBM.ax than build from scratch (or...SBM has cash...but doubt they wanna go that route again) - Running 3g/t material through a 3mtpa plant = > 275kozpa 😤