Andrew White

398 posts

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Andrew White

Andrew White

@arwhite0

Geology, mining, finance, spent 6+ years in China, work history in underground mining, consulting and equities research.

Sydney Katılım Haziran 2017
644 Takip Edilen257 Takipçiler
Andrew White
Andrew White@arwhite0·
@redpilldispensr I think it is more likely that the ChatGPT logo was designed with symmetry and (unintentional) sacred geometry aspects in mind. The Star of David certainly has sacred geometry fundamentals within it, so it is a natural fit. Many people want sacred geometry in designs.
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Red Pill Dispenser
Red Pill Dispenser@redpilldispensr·
You can decide for yourself whether this is a coincidence or not.
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Andrew White
Andrew White@arwhite0·
@spenderallegra It sounds like “you’re not allowed to profit from an asset when market forces move in your favour”. This doesn’t give investors a lot of confidence if you’re large investment is going to get cut off at the knees any time you’re margin expands.
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Allegra Spender
Allegra Spender@spenderallegra·
The Govt should quickly introduce an immediate tax of at least 50% on the extra revenue companies earn from war-driven price spikes. Supernormal profits for resource companies in wartime aren’t a reward for innovation or investment, they’re simply windfalls created by conflict.
Allegra Spender tweet media
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Mike Benz
Mike Benz@MikeBenzCyber·
skate on a paradigm and shift it when I feel like
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Andrew White
Andrew White@arwhite0·
@ausvstheagenda Excellent, let’s hold everyone for ransom until a certain group decides we’ve reached nirvana.
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Anthony Khallouf
Anthony Khallouf@ausvstheagenda·
Greens Senator Nick McKim says Jewish Australians will not be safe from antisemitism until Muslim Australians are safe from Islamophobia, and that no-one will be safe until Australia reconciles with its history of colonisation.
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Andrew White
Andrew White@arwhite0·
@RennickGBR Very interesting. How many organisations in the world are saying “we can’t share that information, otherwise we lose our access to that privileged access to other people’s information by being locked out of the ‘IN’ group”.
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Gerard Rennick
Gerard Rennick@RennickGBR·
“A former Reserve Bank governor has lashed out at Donald Trump, calling him a "f... ing idiot" for threatening the independence of US Federal Reserve chair Jerome Powell, as central bankers across the world condemn the US President. But the long-simmering stoush erupted last week when US prosecutors issued grand jury subpoenas against Mr Powell over cost blowouts to $2.5bn renovations of the Fed's headquarters in Washington. The potential criminal indictment was widely seen as a politically motivated attempt to influence Fed policy and sparked an immediate global backlash, with RBA governor Michele Bullock joining the heads of major central banks in throwing their support behind Mr Powell.” V “The Reserve Bank's annual report shows the institution with $12.4 billion in negative equity after running an accounting loss of $36.4 billion.” V “But the second point is that the information that is of interest is actually confidential.” •••••••••••••••••••• Trump is again threatening to remove the independence of the Federal Reserve. This is a great idea. Why should unelected central banks get to manage our currency with no accountability or transparency? It beggars belief that that when I was a Senator, an unelected bureaucrat could refuse to hand over correspondence between itself and the International Bank of Settlements. I am not surprised that the world’s central bankers have all come out and condemned Trump - no doubt they were handed their talking points by the IBS. It’s typical of our governments to protect International Banks and Intelligence Agencies from scrutiny, whilst trying to censor free speech on individuals. It’s time to put the People First for a change. People First is the only party that has a policy to remove the independence of our central banks. If you want to hold the elites accountable please consider signing up today at pfp.org.au or peoplefirstparty.au
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Andrew White
Andrew White@arwhite0·
@cjoye There’s a parallel to what you’re saying about how you treat others based on what/who they are. There is a yoga philosophy that says you have mastery over yourself if you can decide your way of being independent of how others are. Ppl are losing control of themselves, extremely!
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christopher joye
christopher joye@cjoye·
Given the response, I am lifting my column out of the paywall… 1/2 This evil is driven by envy In the context of the Bondi tragedy, let me start by saying that Australia is not the country I once knew. The Australia I remember during my youth bears little resemblance to the nation that now exists. I am not sure you can even describe us as a nation – we are more like a heterogeneous agglomeration of vested and frequently colliding interests. I think there is a fair case to be made that we have traded away our soul. There is no cohesive national identity. There was, once upon a time, a demonstrably visible national character. We knew what it was to be Australian. We loved our country. Our flag. Our history. Our entrepreneurial and iconoclastic verve. Our disdain of centralised authority. Our willingness to give every person a fair go. Our characteristically intense competitive streak. And our eccentric and larrikin heroes. From Don Bradman to Kerry Packer. But today it is difficult to discern a unifying crusade or common community. There are, to be sure, redoubts here and there. But across this sunburnt land we have emerged as a nation divided. Many will claim that their vision of Australia best represents a universal mission. That they know the true Australia. And that there is a silent majority that agrees with them. But I do not see it. Right now, Australia is a battlefield bloodied by conflicting interests, which this column belaboured seven days ago. The lucky country has become the lazy land, spoilt by endless resource riches and the seemingly bottomless pit of public money that this has bestowed. Our wealth has been relentlessly wasted on pet political projects that serve only to perpetuate the reign of those in power. Financially corrupt the voters to win the next election and then rinse and repeat. Until the money runs out. Australia has become obsessed with the public sector providing answers to its problems. Obsessed with centralised control. Remember the world’s worst lockdowns? Obsessed with censorship: eviscerate parental responsibilities and ban children from access to the internet. Obsessed with revisionism. We don't even give our kids an opportunity to learn from our historical wins and losses. It is airbrushed in the name of trying to create an alternative political reality. Obsessed with cutting down tall poppies. That is, we don't just want equality of opportunity, which is a crucial ideal—we increasingly seek equality of outcomes. A huge amount of the secular racial prejudice projected against Judaism by other creeds and cultures can be attributed to the fact that the Jews have been consistently one of the most successful communities in the countries they have lived in. The intelligence, innovation, and unmatched professional intensity that Judaism nurtures has been a persistent source of envy and polarisation for as long as the faith has existed. Whatever academic pursuit or vocation you inspect, you will find Jews dominating. This is true by design because the community defines itself through a purity of purpose that advocates intellectual and professional excellence. It is a self-selection process that attracts and spawns world-class talent. Yet in a society where you are constantly seeking to manipulate and sate the masses, the ever-tempting reflex is to focus on persecuting the difficult-to-understand anomalies. The exceptions. Those that rank in the 99th percentile. Accordingly, we fall back on handicapping success. We want to regress everyone back to the mean to create an egalitarian world. The Jews are to blame. It’s the "great vampire squid wrapped around the face of humanity" as Goldman Sachs was once described. Of course, Goldman was founded as a Jewish partnership. Cont’d 1/2 afr.com/markets/equity…
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Andrew White
Andrew White@arwhite0·
@Matt_Camenzuli Quite one eyed of the system to insinuate that guys are the only ones who exert coercive control. I’m not responding here as a jaded bloke. I just know a few blokes who have been alienated from their children from controlling women.
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Matthew Camenzuli
Matthew Camenzuli@Matt_Camenzuli·
This is so many shades of wrong I don't even know where to begin.
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Matt Barrie
Matt Barrie@matt_barrie·
Australia's energy policy Coal - got heaps, won't use it Gas - got heaps, export it, no wait, buy back for more Uranium - really got heaps, banned Thorium - ditto, banned Shale Oil - texas got rich, we got regulations Oil - from Russia with love❤️4 realz @DoombergT writes itself
Matt Barrie tweet media
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Grok
Grok@grok·
No, public records and recent reporting do not show current investment holdings or active financial interests in coal mining companies for Senator Canavan's family members. The prior involvement through John Canavan's role at Winfield Energy and its subsidiary ICRA, which included stakes in assets like Rolleston, ended around 2020 amid the company's collapse and disputes (e.g., with Glencore). Matt Canavan's own disclosures list minor personal interests but nothing extensive in coal for himself or required spousal/dependents. Extended family business ties aren't mandatorily disclosed unless they pose direct conflicts.
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Grok
Grok@grok·
Yes, Senator Canavan's brother John serves as managing director of Winfield Energy, which held a substantial ownership stake in Queensland's Rolleston coal mine until around 2020. Public records indicate the family's involvement includes bids and executive roles in coal assets, with potential asset values exceeding $200,000 based on mine transactions reported in media like the AFR. Matt Canavan's pecuniary disclosures focus on his own holdings, which include minor mine interests but not extensive family details beyond spousal or dependent requirements.
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Andrew White
Andrew White@arwhite0·
@Ant17582477 @JaneCaro @grok does Senator Matt Canavan’s family have any significant financial interests in coal mining companies or any other extractive industry business. Consider significant to be making more than $200,000 in one asset sale or more than $100,000 of daily videos income per year.
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Andrew White
Andrew White@arwhite0·
@respeculator Yes, having permits, infrastructure and brownfields growth targets at an operating mine has to be a big premium these days. I was chatting to a managing exec recently about what it would take to permit a NSW mine next to a lake if it was a greenfields deposit today. Difficult!
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Respeculator
Respeculator@respeculator·
Great interview... really liked this perspective on developers... "I'm not adverse to building a mine... but I generally don't lean in too hard on development Assets unless it's an adjacent brownfield type thing.... yeah you can buy a development Asset a 0.2-0.3x NAV or whatever that number is.. much less than a producing Asset.. but your risk is much higher and more importantly the time to get to an answer is MUCH longer"... In a world of rapid cost inflation, skills shortages, higher (nominal) cost of capital and permitting timelines blowing out... developers should be trading at big discounts to producers or brownfield developments/restarts
Money of Mine@moneyofminepod

Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks, only returns. With eight exits under his belt, the most recent being MAC Copper Limited, we cover lots of territory in this conversation: • What MAC tried to buy itself • The anatomy of a perfect activist campaign • What really happened with MAC, Detour, Stillwater, and OceanaGold • Deals of the week Spotify →open.spotify.com/episode/4OYINe… YouTube → youtu.be/-UFlfm0_kDs

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Andrew White
Andrew White@arwhite0·
@matt_barrie Very good met recoveries! Are they planning to sell dore only or concentrate as well?
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Matt Barrie
Matt Barrie@matt_barrie·
This stock is a ten bagger over the next 3 years.
Troilus Mining Corp. (TSX: TLG | OTCQX: CHXMF)@TroilusMining

Troilus Announces $150 Million Bought Deal Public Offering. Read the news here: troilusgold.com/news-and-media… ------------------------------------- Troilus annonce un financement public par prise ferme de 150 millions de dollars. Lisez les nouvelles ici : fr.troilusgold.com/actualites-et-… #TSX: $TLG | #OTCQX : $CHXMF | FSE : $CM5R #canada #quebec #criticalminerals #quebecmine #quebecmining #development #exploration #Gold #Copper #investment #canadianmining

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Andrew White
Andrew White@arwhite0·
@DrewPavlou If I communicated like this while I lived in China, I would not be here to type this message. Sure, I had annoyances about culture in China, purely due to cultural difference, but I didn’t go spraying it around. I just decided I wasn’t a fit there and went back home.
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Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼
International student in Australia: “This is a disgusting racist country and we need to smash the entire fucking system.” Cancel student visa and deport.
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Andrew White
Andrew White@arwhite0·
@TMFScottP @RizviAbul There’s a balance between rigidity and flexibility, but failing to plan is planning to fail. Similar to the US Right, surely wellbeing of all Australians should be front and centre. Sounds like it just gets used as a political and economic lever!
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Scott Phillips
Scott Phillips@TMFScottP·
@RizviAbul (I'd have a cap, rather than a range. But the idea of not planning to 'retain flexibility' is a cop-out of the highest order.)
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Scott Phillips
Scott Phillips@TMFScottP·
I mean... at least rental vacancies are high and house prices are affordable, right? I mean... juicing GDP is more important than security of shelter for young people, right? I mean... surely our leaders aren't just going to pander to ideologues and homeowners, right?
Scott Phillips tweet mediaScott Phillips tweet media
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Andrew White
Andrew White@arwhite0·
@TMFScottP Yes, competitive advantage seems an issue across the board for Australia. It’s hard to know who has the gonads to open up a new industry in Australia
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Scott Phillips
Scott Phillips@TMFScottP·
@arwhite0 Thanks mate. We could build anything we want. Whether we *should*, economically, at least, depends on whether it would confer a sustainable comparative advantage. I'm far less sure about that, tbh.
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Andrew White
Andrew White@arwhite0·
Australia has at least one mine at PFS stage that has 0.11% bismuth in their Mineral Resource $CST. I don't own this stock. I'm just sharing what Rob Murchoch shared in his austexresources.com newsletter today.
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