AllCapAllStrat
423 posts
@Laz_Cap @PrjOwnTime Yeah, I'm not good at understanding timing in commods, its hard enough in equities🙃 Another problem is good weather for current crops kills longs unless traders lure mom guys to go long before real physical deficit😞
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@allcapallstrat @PrjOwnTime Probably fair counter. Others will know better.
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@Edark94 @Johnie36149708 It would be helpful with examples of several huge beautiful vanadium-flow battery parks to hammer home this thesis?
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Went to hardware store.
Bought some tools (more tools required to protect the house from the 2nd rabbit)
Saw vanadium printed on them.
This is financial advice.
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@roojoo3 Are you talking about negative posts saying europe deserves energy and industrial decline or posts saying europe is stuck in beurocrat/political stalemate?
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How can I unsubscribe from anti-Europe twitter?
This is all beginning to look like China-level propaganda.
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@Laz_Cap @PrjOwnTime What is the seasonality here? Can't one make a case that farmers have already ordered/price-secured urea and spring farmers in northern hemisphere is ok? More difficulty later?
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@PrjOwnTime Corn/Wheat/Cotton/Rice - which are urea intensive. Also like sugar.
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@tristanwaine What is the problem? Lower costs for customers?
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There's some really fantastic stocks on the 🇬🇧 AIM market that offer generational wealth opportunities:
🧵
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Even in a global nuclear war, Antonio would be in a dimly lit bunker, still grilling mining CEOs with the most annoying questions over a crackling radio. Never change, sir 🫡
Antonio (Resource Talks)@ResourceTalks
One of the most useful questions in mining is also one of the most annoying: “If it’s that good, how come nobody’s doing it already?” I recently heard the story of a company that's looking to clean up old mines, reprocess waste piles, and make money doing it for decades, and it can be genuinely interesting. It can also be a trap for your brain, because who doesn't want to get paid to do the right thing. But that’s exactly when you ask the question. Not to be a jerk. To find the friction. If nobody’s doing it, there’s usually a reason. Metallurgy doesn’t cooperate, grades are lower than advertised, recoveries are ugly, contaminants create permitting headaches, logistics are nasty, the material is more variable than expected, liability is unclear, bonding is expensive, economics, etc, etc. The point of the question isn’t to conclude that it can or can’t work. It’s to force the real constraints into the open. Who owns the legacy liability? Who carries the closure obligations? What happens if you disturb material and the regulator decides you’ve inherited the mess? What’s the capex and sustaining capex, and how sensitive is the model to commodity price, reagent cost, and throughput? How consistent is the feed, and how do they prove it without cherry-picking? If the answer is “people tried, here’s why it failed, and here’s what’s different now,” you might be looking at a potential edge. Point is, when you hear a “win-win” pitch; ask. I did, in my recent interview with @SasqResources $SASQ.CN. The CEOs answer is in the clip below. Full interview on YT and wherever you get your podcasts.
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New monitor just came in & the wife is freaking out 🤣
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@rubicon59 Eating crappy expensive US fastfood wrapped in layers of plastic and paper, paying 20% tips nonetheless so that big corporate franchises can pay lower wages
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Considering we’re moving all gas no brakes into a global energy crisis unless something changes
All the AI images/videos and frankly almost all of the consumer facing AI stuff developed past 2-3 years seems like a really stupid waste of scarce energy molecules
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@bilbelcapital Study needs update: "returns from 1981 to 1992"😬
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3 researchers compared cheap stocks to expensive stocks in 6 countries: USA, UK, France, Germany, Switzerland, and Japan.
What they did:
-Every six months, they sorted stocks by price-to-book value.
-The bottom half went into the "cheap” group.
-The top half went into the "expensive" group.
-They tracked the returns from 1981 to 1992.
What They Found:
-In every country, cheaper stocks did better than expensive stocks
-Cheaper stocks made 39.5% more over those 11.5 years
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@dmuscat How tight drilling is needed to get a resource for this? It doesn't look like easy flat-lying layers on the cross sections, but rather a bit up and down or pinching/swelling. Seems like some work is needed for confidence in thickness and orientation.
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$MARI.TO Marimaca #Copper now consistent minerialization over 3000m with 100000m and 10 rigs coming. They are on to an absolute monster sized deposit at Pampa Medina.
GIF
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@kerz_investing @ed_fin Don't think an old mexican grandma can fix this...🙄
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> bombs Iran
> flat price spikes
> damn... hummus
> cracks, spreads +60%
> tankers bombed
> wish we had more oil outside the Middle East
> Atlantic basin: ‘Wtf?’
> Russia: ‘Wtf?’
> Canada: pipelinemaxxed
> funds: ‘We’re too long energy’
> offshore services sell off
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Is $SPCB the ultimate "incumbent displacer" in the $2.3B electronic monitoring market? 📈
SuperCom is rapidly expanding, securing 35+ U.S. contracts since mid-2024 and winning major national deals in Europe. With 35%+ EBITDA margins and a tech edge in battery life, the growth story is getting loud.
Full deep dive here: investresearch.substack.com/p/supercom-spc…
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Oh yes the good old fashioned defensive offensive, one of the hallmarks of fascist and fascist adjacent regimes throughout history.
Acyn@Acyn
Leavitt: The president had a feeling, again, based on fact, that Iran was going to strike the US.
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@benoni_angloid @calvinfroedge Why not just generate a speech with AI?
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@calvinfroedge how could they not have pre-recorded something to at least pretend he's alive and galvanize IRGC resistance? It seems like a major oversight if they didn't
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@Franfra51045228 @sergimp16 There is something strange about what they said about being half the price compared to plejd. Last year there were price comparisons in the plejd investor community and shelly was only slightly cheaper in sweden🤷♂️
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@sergimp16 @allcapallstrat Sure but given the population size, how much better can it be vs uk or france?
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Shelly is a very good company. But you need to understand how this stock has been working forever.
At 70€ the implied return for this year was already around 0%. That's why it's down. People started to post dream topline numbers for them in 2026, and a realistic guide came.
Pнαηтαѕ@PhantasTrader
Shelly Group ($SLYG) has released its FY 2025 results and concluded the earnings call. While the long-term outlook remains bright, the stock is currently down 20% from its January ATH. Here are a few thoughts on the report and the underlying dynamics.
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i want to listen to epic guitar riffs. shill me songs to listen to
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@j16425646 They will not until ramp up in cash flows and cash on balance sheet. It must be easy screening.
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