GoodGriefCommodites
29 posts

GoodGriefCommodites retweetledi

@Alex__0x0 @METhompson72 Aren’t there a ton of Convertible loans priced at 3p outstanding?
English

From the $EQR EQ Resources new presentation.
Here I violently disagree with whoever put this chart together. There cannot be a deficit, because there is functionally no inventory right now.
SUPPLY +/- INVENTORY CHANGE = DEMAND
When inventory is zero then SUPPLY = DEMAND
Military demand is price insensitive. As is oil and gas and mining demand.
Demand destruction MUST happen - but where from?
At what #tungsten price?
e.g. Will car plants have to close whilst they retool away from tungsten carbide?

English
GoodGriefCommodites retweetledi

@Its_ereko China ought to be calling out Putin too!
English

🇨🇳🚨 BREAKING: China just called out Trump.
"President Trump is eager to use war to solve problems."
Not a threat. Not a warning. Just fact. Stated plainly. For the world to hear.
The US bombs Iran. China calls for stop. The US escalates. China names the cause.
Trump is eager. The evidence is everywhere. 35,000 dead in Gaza. 168 schoolgirls in Minab. Bases burning. Ships sinking. Families buried.
War is his answer. To everything. To everyone. Everywhere.
China says what the West won't. Trump is eager. The empire is addicted. The killing is policy.
The world is watching. China is speaking. The empire is exposed.
Eager to use war. Eager to kill. Eager to destroy. That's not leadership. That's pathology.
China named it. The world should remember it. When the bombs stop, the words will remain.
English

@Telegraph Must have mistook those dead & mutilated schoolgirls for ayatollahs?
English

🔴 BBC Persian, which broadcasts to audiences inside Iran, mistranslated remarks by the US secretary of defence, telling viewers Washington was bringing death to the Iranian “people”
Find out more ⬇️
telegraph.co.uk/news/2026/03/0…

English

@Butterheart886 @MylesMcNulty And yet you’re happy to give a convicted sex offender and a child rapist your support? Deranged indeed!
English

@MylesMcNulty The obliteration of Iran has ignited yet another surge of TDS. Astonishingly, many seem more incensed by the downfall of a tyrannical regime than by the horrific rape and murder of young girls in our own communities. This is derangement in its truest form.
English

Trump absolutely tearing into the UK right now in the White House, dropping truth bombs.
The ridiculous thing is that so many in the UK suffer from such acute cases of Trump Derangement Syndrome, that millions would still say they'd prefer Starmer to remain as Primer Minister, over Trump (hypothetically being PM).
First Squawk@FirstSquawk
TRUMP: WHAT UK IS DOING WITH ENERGY, IMMMIGRATION IS HORRIBLE
English
GoodGriefCommodites retweetledi
GoodGriefCommodites retweetledi

@Jarvy55 @ZelenskyyUa His people are dying defending their homeland.
English

@ZelenskyyUa You could of made peace years ago, your people are dying for greed. We see you the UK and EU who just want to encourage war to profit from selling arms and sending our soldiers to their deaths.
English

There are different views on World War III. I believe Putin has already started it. The question is: how much territory can he seize, and how to stop him? Not to prevent Russia from winning, but because Russia wants to impose its own world and change people’s lives, which they like and choose for themselves. That is why I believe, and have long believed, that Putin has already started this war. And we are preventing him from turning this into a broader, full-scale World War III. Today, we are the outpost stopping Putin.
From an interview with BBC 2/3
English
GoodGriefCommodites retweetledi

Czech ministers have confirmed ongoing discussions around lithium at Cínovec as part of broader Czech-Korean industrial cooperation.
That’s directly relevant to @CzechLithium (ASX: $EMH), which holds 49% of Geomet. With potential Korean partners like POSCO in frame and production targeted around 2030, strategic momentum around Europe’s largest hard rock lithium resource continues to build.
#dop_ab_variant=0&dop_source_zone_name=hpfeed.sznhp.box&dop_vert_ab=0&dop_vert_id=int1&dop_req_id=6ELZznklNRP-202602161843&dop_id=270861197" target="_blank" rel="nofollow noopener">ct24.ceskatelevize.cz/clanek/domaci/…
English

@Share_Talk @ZaksTradersCafe @Premafrimin Red flags have been flying over PREM, but the CEO and the brokers did very nicely.
English

In spring 2023, @Premafrimin (AIM: #PREM) was one of the most followed retail stocks on AIM. At its peak, the company’s market capitalisation exceeded £220 million. Fast forward to the close on 13th February 2026 and the picture is radically different.
share-talk.com/from-aim-darli…
English

Here’s why I believe the #Vanadium bull market will start 2026 and continue into 2027.
2026 we’re already eating into inventories as demand exceeds supply.
The vanadium market is just waiting for that small spark that will ignite the whole sector. I think we’re close to that.


Alexsei@Alexsei88
This isn’t rocket science, you just have to time it right. Will my timing be right this time - I don’t know, but if it is, 10-30x returns are again possible in a short period of time, <2 years. A slide from Ferro-Alloy’s presentation. #Vanadium $LGO $AVL $FAR $FARF
English
GoodGriefCommodites retweetledi

Longspur Clean Energy has published a new research note on @InvinityEnergy #IES
Invinity Energy Systems - New Chinese Support
"A new capacity pricing mechanism to support electricity storage in China appears to favour long ..."
bit.ly/3A2DPBs

English
GoodGriefCommodites retweetledi

@Lancashire23177 @Microinteracti1 The Trumps received 27 million in licence fees. They don’t care how many watch it. They’ve already received their big fat payoff from Bezos.
English

@Microinteracti1 Film? Amazon spent 50 million on a "movie" that failed to sell all over the world, and at best will make a few million? There is a word for it. Three actually. Pay to play.
English

@DaleVince @OctopusEnergy Remember gasometers? We need the technical equivalent… Long Duration Energy Storage!
English

The idiocy of @OctopusEnergy position on ‘wasted’ wind energy is in their own numbers - 90% of the cost we incurred (today) was to buy other energy to replace the wind with, so if we’d not built these wind projects at all - we’d be incurring costs to buy non wind energy - every single day.
A short term, tiny cost (3% in all of 2025) while the grid catches up - is a 97% benefit. Octopus lost £250m last year, is that a waste, should Octopus have never been ‘built’ - or is it a price worth paying to get where they are going.
Octopus are being dishonest with their customers about the cost of wind energy - and the value of heat pumps.
wastedwind.energy/2026-01-30

English











