SC82

1.8K posts

SC82

SC82

@cluffy82

Stocks: EL8 AEE PCL CND VMM KNG

Katılım Nisan 2012
84 Takip Edilen281 Takipçiler
SC82
SC82@cluffy82·
@Spearhead_Cap @sebossASX I tend to agree, we get another leg up, the crash will be a black swan, current Iran situation is not out of left field
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Spearhead Capital
Spearhead Capital@Spearhead_Cap·
@sebossASX Short squeeze on Iran regime change for another leg higher then nasty turn could be one scenario. Well that or Iran going for a MAD scenario without the leg higher😬
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seboss
seboss@sebossASX·
The market to give way here is too good to be true, everyone is expecting it twitter full of hedged positions in defence stocks, precious metals and tech shorts. Obvious what happens next.
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SC82
SC82@cluffy82·
@inigoezponda Surely it’s just SVM dumping, they filed last week and volume has increased since then. Let them get out asap, could provide a great opportunity if they get impatient.
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Iñigo Ezponda
Iñigo Ezponda@inigoezponda·
$CLA.AX weakness trading is disappointing but I didn´t sell any shares. I am bullish on the stock. It seems that price needs to go a bit lower to find strenght.
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SC82
SC82@cluffy82·
@inigoezponda Copper back over $6 and going way higher IMO. Cap raise heavily scale back, accumulation past few days by those that missed out on full allocation. Looking prime for a run $CLA.AX
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Iñigo Ezponda
Iñigo Ezponda@inigoezponda·
Let´s see how $CLA.AX opens today. I think is going to get a rerate these weeks, but lets see it
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SC82@cluffy82·
@Milinkoeterno Cobalt making a comeback so should get a decent price for it
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Paulofutre
Paulofutre@Milinkoeterno·
And the news that Celsius Resources is going to recover 100% comes alongside the 3 offers for Opuwo in Namibia.
Paulofutre tweet media
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SC82@cluffy82·
@celsiusASX Love these short videos, well done Neil $CLA.AX
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SC82@cluffy82·
@Milinkoeterno I think this is a piece to the puzzle that would have been hashed out behind the scenes and will be part of whatever deal is being discussed.
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Paulofutre
Paulofutre@Milinkoeterno·
I don't recommend buying any stocks. Do your own research. There are risks that need to be analyzed.
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Paulofutre@Milinkoeterno·
Regarding the deadline for Sodor INC to contribute 43 M and consolidate its 60% stake in the MCB project, I would like to clarify: -I have no information that would allow me to confirm that Sodor Inc. will contribute the $43 M. Nor do I have any knowledge to the contrary. Cont
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SC82@cluffy82·
This should get a run in today's director special @moneyofminepod $CLA.AX
Iñigo Ezponda@inigoezponda

youtube.com/watch?v=-qheS3… Guys, we are getting more info about $CLA.AX sodor situation through Kiri Industries than through the management, is crazy hahaha. However, take a look from minute 19:00 Kiri Industries want a stake from 20% to 40% Other parties trying to buy a stake also Sodor expires in 16th February, and is said in the video Celsius Resources have until 31th february to find a partner for the JV, so they are not in an "illegal" situation as they must have a 40-60 JV on paper. This deal is going to get done in February. It seems like that. Good news in my opinion

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Adrian
Adrian@Adrian05871008·
@Milinkoeterno I don't think all of us know who the buyer will be. Would you mind giving the world a clue?
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Paulofutre
Paulofutre@Milinkoeterno·
On February 16th, Celsius Resources' stake in the MCB project will increase from 40% to 100%. It is expected that Sodor will not honor the agreement (as was anticipated from the outset). We are talking about a project with an NPV exceeding $1 billion. $CLA.AX
Paulofutre tweet mediaPaulofutre tweet media
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SC82@cluffy82·
@jimbill1123 I'm worried I dont own enough $COD $CODO #copper #silver but don't forget about the #Cobalt, could be the icing on top of the copper and silver cake.
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Jimbill
Jimbill@jimbill1123·
Getting a bit silly now $COD used $30 #Silver and they have 16M oz so value of $480m Now use $108 as of today and its $1.7Bil!! Silver is the side show to copper yet the increase is huge Every $1 move adds $24m to the value and todays move is $7 yet their Mcap sits at $68m
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SC82@cluffy82·
@thegarybrecka Hey @grok, can you give me an example I can purchase from iHerb for these vitamins
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Gary Brecka
Gary Brecka@thegarybrecka·
My baseline stack of vitamins: 1. Vitamin D3 + K2 (MK-7): 5,000 IU daily for immune, bones, mood, fertility. Keep levels ~70 ng/mL. 2. Magnesium: 200-400 mg evenings (glycinate) for sleep, calm, muscles. 3. Omega-3s (EPA/DHA fish oil): 2g daily for inflammation, heart, brain. 4. Methylated B-complex or multivitamin: With methylfolate/B12 for energy, methylation, anxiety drop.
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Jason Phillips
Jason Phillips@JasonPhill40479·
$CLA.ax feaso out
Jason Phillips tweet media
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Paulofutre
Paulofutre@Milinkoeterno·
@inigoezponda Yes, I was just talking about gold, which is the star of the market today. They also have 3 billion pounds of copper $CLA.AX
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Paulofutre
Paulofutre@Milinkoeterno·
CELSIUS RESOURCES $CLA.AX Resources : 1,4 M oz Au Reserves : 891 K oz Au Market Cap : 40 M eur 🧐 Production is expected to begin by the end of 2027. With the price of gold at $4,750 per ounce...it's one of the most incomprehensible valuations I've ever seen.
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SC82
SC82@cluffy82·
@inigoezponda As you know $SVM have a significant stake in $CLA.AX, how does this latest deal affect them making another offer for Celsius, are they tapped out for a while or are they going to keep the M&A going. I think the latter, they are making a tonne of cash and now is the time to invest
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Iñigo Ezponda
Iñigo Ezponda@inigoezponda·
Do you think is logical having a 40 mill usd market cap while this 70% has been sold for 162 mill usd in total? Is a very very clear inneficiency in my view. I finish the thread with this.
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Iñigo Ezponda
Iñigo Ezponda@inigoezponda·
I hope the smart people are reading the lines of $SVM deal and what means for 60% stake valuation of $CLA.AX After this deal it is more clear how much would be valued more or less $cla.ax MCB copper-gold project 1/n
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