Kimosabe

@DazzaBABA Normally would sell off going into the weekend and considering global macros . But it's being soaked

#ASX $ATX Lunchtime is over.... Now the big push. Get thru 28.....

@DazzaBABA The weekly chart is going to look very sexy Sets up next week beautifully I say there's a licencing agreement just around the corner

@TwinTurboCe1ica @ampliatx where's this going pumper? price target?😍

$ATX $ATX.AX @ampliatx 1hr chart....

Gold with a beautiful bounce off the 200-day moving average 🚨🚨 Last time it got that close to the 200D was late 2023 before it ripped more than 100% 📈👀

@asxpeasant Currrent 22c will look silly in the next few days Chronically undervalued Expecting much more this afternoon irrespective of market conditions

Well done $ATX holders. Still Only $110 m cap after running 100% With stunning full response results in an absolute gem of a phase 1/2 trial outcome. This could be a huge multi billion dollar drug opportunity if this is replicated in ph3.

@JesseCohenInv Have a quick look at Amplia Therapeutics on the ASX. 5 complete responses in pancreatic cancer trial. Insane. Market cap aud57 million. EV 20 million. Massive day incoming

Why are Bitcoin and Ethereum down?

VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil, and most of it, via the strait. @opinion

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.” — Stanley Druckenmiller

🚨 BREAKING: Saudi Arabia planned for a Hormuz crisis 45 years ago 🇸🇦 While the world depended on the Strait of Hormuz, Saudi Arabia quietly built a 1,200 KM oil pipeline from the Persian Gulf to the Red Sea. Why this matter? Nearly 20% of global oil flows through Hormuz. If it ever gets blocked, markets could panic. But Saudi crude can bypass the chokepoint entirely and still reach global markets. A quiet project from decades ago now looks like one of the smartest geopolitical energy moves ever.

When it comes to MidEast supply disruption, I’m a little worried about oil*, more worried about LNG, and pretty worried about aluminium and urea. But I’m VERY worried about SULPHUR and I believe you should be too. Not a lot of investors are really thinking about sulphur. But they should be, in my view. They definitely should be. About 45% of global seaborne sulphur exports come out of the Strait of Hormuz. Sulphur is a by product from oil refining and natural gas processing, you see. And sulphur has fingers in just about every pie in the industrial world. Because sulphur is used to produce sulphuric acid and sulphuric acid is used to produce phosphoric acid and phosphate fertilisers, hydrochloric and nitric acid, it’s used in semis processing, LFP and lithium hydroxide manufacture, copper SX/EW, nickel and cobalt HPAL, to name just some of the key processes in the industries I look at. I’m pretty worried about the potential impact of sulphur shortages on the fertiliser industry (60% of sulphur demand goes into making phosphoric acid and phosphate fertilisers), the LFP and lithium hydroxide manufacturing industry, the uranium industry, the REE industry and the pigment industry. I’m less worried, to be fair, about its impact on the copper industry, as well as the cobalt and nickel industries. You see, 80% of copper is produced from smelting of copper sulphide concentrates (which BTW generates by-product sulphuric acid), only 20% from leaching of oxide and sulphide ores with sulphuric acid. Much of that production is in regions which have copper smelters as well, so they can use their own sulphuric acid. 15-20% of cobalt and nickel supply comes from HPAL, which is a big user of sulphuric acid but the rest (RKEF and sulphide concentrate processing) doesn’t use sulphuric acid. I’m not panicking about actual availability because I understand there ARE large stockpiles of sulphur near Canadian oil sands operations and these could be mobilised within 3-6 months. But I am aware that there would be a cost impact, which could impact the economics of production of many materials. What that will do to industrial economics is being under-appreciated, in my view. *but less so after hearing about this Saudi pipeline to the Red Sea.

#GOLD is compressing in a symmetrical triangle and prepares for the next move.

🚨 PSA: The eyes of the world turn to one man who can without fail predict the future. Inverse Cramer Jim Cramer on the Iran war: “I don't see a path to de-escalation,” And with that comment, I was able to relax knowing everything will be fine soon.

@desertman388 Nice work

1. The Doomers are out in force, scrambling for their 2 minutes of fame. Strait Of Hormuz will be closed for months Oil production collapses Worse share market collapse than the GFC Lloyds no longer insuring ships Yad Yada Yada. But here in T2T's world we follow the money. Money doesn't talk, money walks, and it walks to where it's welcome. If you believe the instant geo-political cum oil production & shipping experts everything is collapsing. But then you look at the companies shipping oil, fertilizers, commodities etc. & rather than collapsing they're all poised to break out to multi year highs. Said it a million times, careful who you listen to. $DAC $SBLK $ZIM $GSL $GMK $AMKB MAERSK

At 2.7 billion years old, this mountain holds 40% of all gold ever mined and still holds half a trillion dollars msn.com/en-au/news/oth…

Loaded Melbourne to Cairns

GM to the traders and only the traders ☕️

Unrealized gains tax for Gen-Z: You buy a Pokémon card for $50. Someone offers you $500 for it. You say no. You love that card. You're keeping it. The government says: "Cool, but that card is worth $500 now. You owe us $100 in taxes." You: "…I didn't sell it." Government: "Don't care. Pay up." You don't have $100 lying around. So you're forced to sell the card you love just to pay a tax on money you never received. Next month? That card drops back to $50. Your card is gone. Your money is gone. And the government shrugs. That's a wealth tax on unrealized gains. They don't pay you back the tax... Now picture this. Your mom calls you crying. She has to sell the house she raised you in. Not because she can't afford it. She's lived there 30 years. It's paid off. But some website says it's worth more now and the government says she owes $15,000 she doesn't have. So she sells your childhood home. The kitchen where she made you breakfast. The doorframe where she marked your height every birthday. Gone. To pay a tax on money that was never real. Now picture the opposite. Your dad put everything into his small business. For 20 years he built it from nothing. One year the business is "valued" at $2 million on paper. He owes a massive tax bill. He empties his savings. Sells his truck. Borrows money. Pays it. Next year the market crashes. His business is worth $200,000. He lost everything to pay a tax on a number that doesn't exist anymore. Does the government give him his money back? No. Does the government give him his truck back? No. Does the government care? No. They sold this idea as "taxing billionaires." But billionaires have armies of lawyers, offshore accounts, and trusts. They'll be fine. You know who won't be fine? Your mom. Your dad. Your neighbor with a small business. The farmer down the road who's had the same land for four generations and now has to sell it because dirt got expensive. You're not taxing wealth. You're taxing people for owning things. It's like getting a parking ticket for a car you might drive somewhere someday. They want you to own nothing and be happy. To fund the fraud, waste and abuse of the welfare state they created. There is enough money. More tax isn't needed. It's all a lie. But you've been gaslit into believing this is a rich vs poor debate. I hope you understand what's at stake.

I’m telling you… It’s copper copper copper copper copper.

@elonmusk One of the most fascinating paradoxes of human nature is the random process. Toss a coin in the air and there is no way of determining whether or not the outcome will be heads or tails. Yet over many tosses, the outcome can be reasonably predicted.

Think in probabilities

#Volume + #ASX Price is subjective, volume is definite. Volume is the code.