johnny

@DazzaBABA @realDonaldTrump Just added SNAS to my account .. getting set for a 3-day weekend of TRUMPO madness + escalation the war that's not ending this year IMHO

Well.....that will be that. Risk On. This will drag.....he didn't say it @realDonaldTrump - but next up - boots on ground and massive escalation. 4-6 weeks ? I don't think so. Everyone take care and have a Great Easter.

🧵 THREAD 1/ Your bank account is frozen at 3 AM on a Wednesday. No warning. No explanation. No human being to call. You did not commit a crime. You did not miss a payment. You posted something online that an algorithm flagged as problematic. By the time you wake up, your money is gone. Your transit pass is disabled. Your digital ID shows a compliance violation. This is not a nightmare. This is the endpoint of the digital control grid being constructed right now.

With Hong Kong and Singapore building gold clearing systems… Months ago: I asked Sean Boyd, the former CEO of Agnico Eagle Mines: “It’s a competition around currency supremacy… almost every country for itself.” Agnico Eagle is one of the largest gold producers on the planet. Today? Central banks are turning to gold as trust in paper fades. Now, nations are redesigning the rails of settlement around it. The shift is already underway. Watch the full conversation: youtube.com/watch?v=svpPqI…

@marketplunger1 Market thinks Iran war is near over .. it’s not .. these actions will last this decade maybe even longer depending on actions in the short term .. escalation is just a bomb away .. and the yanks are building up troops .. if Trumpo just turns and leaves a mess then Iran has won

Oil down 2% today. My oil stocks are down 5-8%. This is the Operating Leverage available in commodity stocks, friends.

BREAKING: Britain has fewer than 50 Storm Shadow cruise missiles left. The stockpile that once exceeded 200 was drained over two years of transfers to Ukraine to help Kyiv strike Russian targets deep behind the front line. The missiles worked. They hit command posts and ammunition depots and naval headquarters across occupied Ukraine and Crimea. They helped Ukraine survive. And now Britain has almost none left for itself, during a war being launched from its own airfields against a country that just hit a British oil facility with drones. Brimstone anti-armour missiles sit at 25 to 35 percent of pre-war stocks. Paveway IV precision-guided bombs, the same weapon the RAF used over Libya and Syria, are at 30 to 40 percent. The National Audit Office estimates that Britain can sustain high-intensity combat operations for three to six weeks before requiring American resupply. Three to six weeks. The Iran war is already in its fifth week. If Britain were fighting it rather than hosting it, the cupboard would already be empty. The Army is 10,000 soldiers below target. Type 45 destroyers suffer chronic propulsion failures requiring six to twelve months of repair. The F-35 and Typhoon fleet operates at 60 to 70 percent availability. The industrial base that would replenish stocks runs on rare-earth magnets manufactured in China, the same China that controls 90 percent of the permanent magnets in every guided missile Britain would need to fire and is currently being asked to broker the peace. Any direct involvement beyond basing would require 8 to 15 billion pounds in emergency supplemental spending. National debt exceeds 100 percent of GDP. There is no majority in Parliament for funding a war the Prime Minister says is not Britain’s, fought with weapons Britain does not have, replenished by supply chains controlled by a country Britain needs to broker the ceasefire. This is why Starmer says “not our war.” Not because of principle. Not because of legality, although his own advisors have told him the strikes are legally questionable. Not because of Iraq, although the ghost of Blair hangs over every press conference. Because of arithmetic. Britain gave its missiles to Ukraine. It gave its bases to America. It gave its diplomatic capital to a 35-nation meeting about reopening Hormuz “after the fighting stops.” And it has nothing left to give except words, which cost nothing and accomplish less. Trump knows this. He mocked the Royal Navy in the Telegraph interview. He dismissed Starmer’s windmills. He called NATO a “paper tiger” because the paper is literal: Britain’s defence capability exists on paper. On the tarmac and in the magazines and in the recruitment offices, the numbers tell a different story. The story says that one of the six largest economies on earth, the country that once ruled a quarter of the planet, cannot sustain a shooting war for longer than six weeks without calling Washington for resupply. The bases are full. The aircraft are American. The missiles are gone. The debt is real. And the Prime Minister stands at the podium and says this is not our war while the war takes off from our runways carrying weapons we could not replace if we tried. Britain is not refusing to fight. Britain cannot fight. The doctrine is not a choice. It is an inventory report. And the inventory says zero. open.substack.com/pub/shanakaans…

On March 26, a three-star Marine general told 35,000 reservists to pack desert gear and prepare their families. On March 31, the Secretary of Defense said “decisive days ahead.” The same day, the President said “we’ll be leaving very soon.” The same day, Israel’s Prime Minister declared Iran “has no ability to enrich uranium and no ability to produce ballistic missiles.” Every signal contradicts. Every contradiction points to the same door. The April 6 deadline at 8 PM Eastern is the mechanism through which every contradiction resolves. Trump set it. Extended it from March 21 to March 28 to April 6 at what he claims was Iran’s request. Each extension came with the same threat: reopen the Strait of Hormuz fully, no IRGC vetting, no tolls, no Larak corridor, or face the destruction of every electric generating plant, every oil well, Kharg Island, and possibly every desalination plant in Iran. The language is maximalist. The extensions are pragmatic. The gap between them is the space where the deal lives. Netanyahu’s “crushed to dust” narrative is the Israeli half of the exit. If Iran’s nuclear and missile capabilities have been neutralised, then the war’s original justification has been fulfilled and continued operations become a choice, not a necessity. The declaration is not intelligence assessment. It is political architecture designed to allow withdrawal while claiming total victory. The same architecture the United States used in Iraq when “mission accomplished” preceded eight more years of operations. The difference is that Trump does not want eight years. He wants two weeks. The military signals are calibrated to make two weeks work. The USS Tripoli arrived with 3,500 Marines and F-35Bs. The USS Boxer is en route for mid-April. One thousand 82nd Airborne troops are positioned. Special operations forces are staged. Total theatre strength exceeds 50,000. This is not a withdrawal posture. It is the posture of a country that wants to leave but needs to be seen as capable of staying. The nuclear dimension adds the final variable. Iran’s pre-war stockpile of roughly 200 kilograms of 60 percent enriched uranium, enough for approximately five weapons if further enriched, was partially transferred to tunnels beneath Isfahan before the first strikes. The IAEA has no access. JSOC contingency planning for a ground extraction has been reported. Trump referred to “nuclear dust” in public remarks. The optimal outcome requires this material captured or destroyed before withdrawal, because a deal that leaves weapons-grade material in tunnels nobody can inspect is not a deal. It is a pause. The market has already priced the deal. Brent eased from $116 to $107 on extension signals. Bitcoin climbed to $67,500 on de-escalation hopes. The S&P rallied 2.9 percent on Trump’s exit rhetoric. But the molecule has not priced the deal. Urea is still $750. Gas is still up 75 percent. The helium facility is still destroyed. The planting window is still closing. The market believes the war is ending. The periodic table does not know the war started. Easter is April 5. The deadline is April 6. Three carrier strike groups. Fifty thousand troops. A parliament speaker posting trading tips. A prime minister declaring victory. And a president who wants to leave but brought more Marines. The deal is the fiction. The fiction is the exit. And April 6 is the day the fiction becomes operational. open.substack.com/pub/shanakaans…

@paola_rojas @FastmarketsMM interesting that my country NZ is listed with Aus I don't know of any Lithium mines here?

Lithium mine supply is estimated to accelerate both in South America and Eastern Asia over the next decade. Combined, nearly 2Mt LCE by 2036. 📊 @FastmarketsMM $ALB $LAC $LAR

@petetweetsshit Drop the RUCs and watch the uptake ..even when fuel prices come down !

NZ one of the slowest countries to move to EV’s despite having 90% renewable electricity and no oil/gas

@nickofnz buying an EV picking up soon ..for me its pure local drive fix for all the short trips we do ..will still have ICE for longer drives but will see how the EV goes real world it has 300-350km range

Spare a thought for all the Ford Ranger drivers suffering range anxiety right now.

This is timely for the upcoming earnings season 😂

China deployed 100 fully autonomous electric mining trucks (mid-2025)… each running ~500–570 kWh batteries. That’s ~10× a Model Y. In -40°C. Swapping in minutes. Scaling to 10,000+ by 2026. This is the industrialisation of #Bettrification. Diesel doesn’t stand a chance.⚡🔋

@DazzaBABA I come across my last 25 Fy portfolio snapshot .. I held 15,000,000 DTR shares ... traded so many out on the way up .......

@Sharetrader78 Traded $DTR alongside you since below a cent mate - been a great ride in and out on the swings. Current hold, am flipping script and staying in termer….big newsflow events ahead.

#ASX $DTR Last full month of BD below. BIG money houses simply buying everything they can. If any retail trader sells into this placement news today - seriously, ya shouldn’t be trading in the markets…

yes ..finally I'm in my new Fy so can trade and take profits more often ..but strangely all I did today was a small GRE purchase and will likely take up another Placement ..in a shell 4mil ASX stock taking on what looks a very nice looking Gold/Cu project...has the forced quiet trading period(to limit my already massive TAX BILL coming in MAY) changed my style .. LOL I agree sitting in my DTR opts ..potential is BIGGELY

@TomSmit01069776 @Dateline_DTR I seen the same with $LRS prior to their SP move up 100% in the following couple months ..

Dateline secures $50 million to advance Colosseum - Mining.com.au $dtref ⁦@Dateline_DTR⁩ mining.com.au/dateline-secur…

LOL NZ data yeah I'm sure that 100% accurate .. other day on Newstalk Zb the morning presenter did one hour on it ..and she was inundated with texts and people trying to get through. Several people she was talking with explained some horrific accounts of young adults heart damage and stories of DOC gaslighting them and telling them to get more JABS .. hundreds and hundreds have direct major heart damage thousands will suffer in time ..

the NZ data suggests that the 2nd jab for teens resulted in around 12 extra cases of myocarditis - none severe in return, we avoided many severe COVID cases and possibly deaths- *including less myocarditis* because having COVID causes more myocarditis than the vaccine does.

If New Zealand was a village of 100 people. 18 would be children. 18 would be elderly. That leaves 64 adults of working age. Of those adults, about 12 would work for the government. About 8 would be on a main benefit. Around 44 would be working in the private economy. Those 44 people generate most of the wealth that funds everything. The hospitals. The schools. The police. The military. The roads. The benefit system. And the entire government structure. A country only works when the productive base is strong. If the number producing shrinks while the number dependent grows, the arithmetic eventually stops working. This is not ideology. It is mathematics.

@_vedderfan_ LOL yet Massive Fuckwits .. and when you respond to their deflame, you get modded ??

@Sharetrader78 peanuts is very polite of you JB... lol.. i like to use the word fuckwits

Fuck there are some PEANUTs on #Hotcopper

@Christophe_Qld Yes soaked up a few of these few weeks ago .. huge potential

Some movement in $FEL $FEL.ax this morning. Technical review close? Prospective resource announcement will be very interesting. $5m MC $2m cash. #oil & #gas #Alaska