@baskinbags The CIS does not impact the forecast revenue for the Waroona Project as set
out in the ASX announcement dated 27 January 2026. $60m / year EBITDA from stage 1.. All but guaranteed now.....
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MARKETS FULL OF R3TARD5
4.6K posts
MARKETS FULL OF R3TARD5
@ShitValueFund
Value Investor, mostly ASX. I buy from r3tard5 and sell to other r3tard5.
Katılım Mayıs 2021
102 Takip Edilen4.3K Takipçiler
@ShitValueFund the commonwealth support has a ceiling... so a portion of earnings above that go back to the commonwealth... probably not going affect sp rerate but seems to cap upside?
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Imagine having an investment that has a guarantee of staying profitable no matter what electricity prices do in the future....by the government. $FHE $FHE.ax
Sharp Shooter@ASXSharpShooter
@ShitValueFund hard to know if i should be happy that my investment value is going up, or angry that my taxpayer dollars are being spent with such dis-regard to commercial outcomes for the taxpayer. if you can't beat them, join them...
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More confirmation of $FHE news to be announced to the market soon.
minister.dcceew.gov.au/bowen/media-re…
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@ShitValueFund how much is the Federal scheme worth to FHE ?
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Looks like $FHE $FHE.ax has been successful in tendering into the federal government reserve capacity scheme. This is in addition to the $30m a year from the western Australian government. Stock should rerate as now there is no downside to the stock.
OzCaps Research@OzCaps_Research
@ShitValueFund I had to look at AEMO website just to be sure. Too good to be true. And regs are moving to flexible capacity and this project is future proof on that regard.
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Looks like $FHE is halted. Might be more free money coming their way for the federal government reserve capacity scheme.. Which would be in addition to the state scheme...
MARKETS FULL OF R3TARD5@ShitValueFund
Don't fight the r3tard5 join them. $FHE $FHE.ax is getting $30m a year for free just for committing to sell electricity during a certain time of the day. The only solar&battery play on the ASX
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If you buy $1m worth of drugs to a mate... And he wants a legit payment tax free... On the books... So you buy his house for $1m over market.... Yeah makes sense...
BowTiedStocks@bowtiedstocks
Sunnybank Brisbane propadee Just good clean Aussie cash and nothing suspicious at all 😂😂😂 Burn it to the ground
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@TwinTurboCe1ica There are no better ways on the ASX besides $KAR and $WDS which I own already
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When $BRK.ax report the current quarter in July. They should make $10m+ operating cashflow.
EV of $43m still very cheap.
Should trade over $1 in a few months... Oil is not going down...
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Don't fight the r3tard5 join them.
$FHE $FHE.ax is getting $30m a year for free just for committing to sell electricity during a certain time of the day.
The only solar&battery play on the ASX
Respeculator@respeculator
If it’s not new coal royalties, gas “super profits” taxes or changes to capital gains taxes… then it’s some other form of tax (including inflation at 4.6% which in itself is a “tax”)… If you haven’t woken up yet there’s a wealth redistribution happening.. if you try make money prepare for more taxes.. if you try be disabled or incompetent.. prepare for more handouts.. you voted for it…
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@TwinTurboCe1ica . It's a fkn commodity stock. You care about being right on twitter or making money.?
You know 90% of micro cap commodity stocks will go crash. I could say the same shit about so many names you buy. It's going to $1
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@ShitValueFund For the record, this was 5 years ago...
It's fair to say I know this company better than most. None of the promise came true...
x.com/TwinTurboCe1ic…
TwinTurboCelica@TwinTurboCe1ica
Lots of people seem to doubt my negatively on $BRK. So, at THEIR request, I am doing more on a deep dive on why I rate $BRK an avoid. So I have put this thread together. *Note, I am neither long or short on $BRK and have no plan on doing either. This is just MHO.
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MARKETS FULL OF R3TARD5 retweetledi
Brent crude surges more than $8, hitting $126.09 per barrel—its strongest level since March 2022.
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@TwinTurboCe1ica You do know one of the best resource funds in Australia bought in recently also? And I bet you my right nut their returns are better than yours. 2 nuts on the line
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@TwinTurboCe1ica It's a cyclical commodity who would hold for 6 years? I'm in at 48c and I bet you my left nut I'm gonna double my money.
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@ShitValueFund It’s cute that you think the oil price goes up faster than the decline rate of the wells…
Or the fact that these wells go gas heavy as they age, and US gas prices aren’t up anywhere near as much as the oil price.
Thankfully I haven’t been able to read since 2020…
TwinTurboCelica@TwinTurboCe1ica
$BRK $BRK.AX's well drop off doesn't look bad until you realise the chart is in log scale. That area between the two lines is about a 40% decline (52K to 32K). Within 18 months it will be more like a 80% decline. 6 month payback is great at record oil prices, but try $40b
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Someone tell this guy to look up all the majors quarterly reports. There is a 2 month lag between selling the oil and getting paid... I specifically said July report will post $10m op cashflow. But some can't read.
TwinTurboCelica@TwinTurboCe1ica
@ShitValueFund Biggest POS oil company on the ASX. Despite oil price going up, revenue goes down. This is what happens when you hype fast declining shale wells and promise the world. And if you have a 3 year payback on a shale well, you shouldn’t be drilling them.
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@TwinTurboCe1ica Yeah 60% liquids and they will still make their current EV in cashflow if oil stays where it is for a year.
It's cheap... Probably pump's to $1.50 and I'm out.
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Oil is acting like a coiled spring that's going to launch to $200 very very quickly...
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@TwinTurboCe1ica Also there is a 2 month lag between selling and revenue recognition. Invoices are not paid same day... Look at the majors.. They all got $60 to $70 barrel this quarter...
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@TwinTurboCe1ica It's all about timing. Oil bull market they will make bank. Share price will go up 100s of % from lows. Sell and move on... It's not an investment. It's a trade...
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