cullyfornia

@MayneReport Are directors chipping in ?

@matt_fernley @RodneyHooper13 Maybe keep eyes on cyclones off wa coast- likely to impact a number of mines transport routes

While most eyes are focused on hydrocarbons in the Middle East, keep an eye on #Lithium in China as well... Some data providers flagged a weekly reduction in inventories, and prices have bounced over the past few days. We seem to be establishing a reasonable trading range at these levels which is nearly 3x the June lows...

@TRAVmoneyofmine @onslowshipping Tankers currently passing through

Moz tracking those tankers like the transshipers @onslowshipping

@respeculator @Geologo_Trader ‘A lot of Fucking Indians and co’… you must be great human.

@Geologo_Trader How was it mate? All I’m hearing is there was a lot of “multiculturalism” - ie a lot of fucking Indians and Co.. Canada 🍁 or Melbourne?

Argentine girlfriend: 🇦🇷 “You NEVER eat sushi with me in Argentina, why are you eating it in Canada?” Me: “Your country doesn’t know how to cook anything other than steak” One win for multiculturalism.

@MarketsMercanto @mattmichaelOG Clown comment. No man ever steps in the same river twice, for it's not the same river and he's not the same man. Will be listening in. Keep em comin’!!!

@mattmichaelOG are you just re hashing every single person that has been on Money of mine ? no offence mate but your track record is dogshit from how long back ??? blowing your dick off with cfds years ago... could have just bought the nst you wiped out with and worked underground

Rusty Delroy is the master of hunting down the curve for value. Great yarn about the current commodity market, AI for trading and a bit of mentoring for Matty. Youtube - youtu.be/dSOrLTPORcs Spotify - spotifycreators-web.app.link/e/BM7TCkWae1b

@MayneReport Nice work Stephen

Given that the Weebit Nano CEO is a super salesman spruiker and the chair refused to explain today’s 29% rem strike, am not comfortable with this Anne Templeman-Jones response when asked if she agreed the company needs 1-2 more strong NEDs to get the governance balance right.

@FT @TRAVmoneyofmine

The investment comes after the world’s second-largest gold producer struggled to capitalise on a blistering bullion rally on.ft.com/3X4SNBN

@GoldForecast @Safemultilever What is this news?

@Safemultilever The inventory rise is probably coming from hidden oversupply. But we also have bullish news from grasberg supply.

Copper inventory keeps rising and it's all COMEX.

Zohran Mamdani didn’t hold back on the chaos at polling stations: “These bomb threats are not isolated — they’re the logical outcome of Trump’s fear campaign. When you normalize lies about voter fraud, you’re not ‘protecting democracy,’ you’re terrorizing voters into silence.”

New York is a-changin'. Our final ad just dropped.

“In an era of ever diminishing bipartisanship it seems that Islamophobia has emerged as one of the few areas of agreement.” Watch @ZohranKMamdani denounce the Islamophobia targeted towards his campaign and Muslim New Yorkers as early voting is set to begin in NYC.

@ChuckChunder007 ..market. Short mine lives often get extended – ask Sandfire. The story here is scalability + leverage to copper, not just headline reserve numbers

@ChuckChunder007 8.8Mt reserve is just the starting point. $DVP has already outlined clear growth paths – Woodlawn restart, Sulphur Springs upside, and exploration drilling that historically converts resources into reserves. The $329m capex buys a multi-decade platform in a tightening copper..

While the silence is deafening at Woodlawn, $DVP smashes out the superlatives for Sulphur Springs which has a modest 8.8Mt reserve and ~8 year life requiring a $329m capital investment

@ImmaYieldGuy Idk, feel like dvp is undervalued. being a medium cap, unhedged in a structural copper bull market, likely to be 15 LOM, management premium ( not many have done what BB has) . Many of old dfs predictions will be updated this quarter, with further resource growth at WL and SS.

Woodlawn will be producing ~22ktpa CuEq pa milling 850ktpa @ ~$130/t NSR margins with todays prices (polymetallic). Sulphur Springs another U/G op will look to do 30ktpa CuEq ramped (Cu/Zn dominant) in FY28. $DVP $DVP.AX feels very vanilla to me, idk, just feel like there are much better ways to play #copper even with limited options🤷‍♂️

@ImmaYieldGuy So I guess LOM extension, management team, and mining services expansion not being priced in. Bill beament took NS from a~12 mil shell to a multi billion company , so there’s the management premium too.

@cullyfornia Yes I think they will definitely extend LOM at both, but question of grade improvements as WL may go as deep as 1km, and SS decline starts at 500-600m

@ImmaYieldGuy Cheers. I was looking into old dfs. My understanding is they looking at building resource at both and investigating increasing throughput at WL.

@cullyfornia NSR from my model back of envelope based off where they want steady state to look like

@WubbleUsee 3 trebles for 5 quid

Does anyone remember this pub in Newcastle? 🤔

The better question is whether working people can exist in the city they built.

I am once again asking you to stop sending us money. But we do need your time. ⏰

@BevanSlattery @StockheadAU @Domaincomau @realestate_au Hi Bevan, did you catch the latest $rnt briefing? doubling monthly revenue in 12 months, ebitda positive in q2 2027, rentbond in house to link rent.com.au to rentpay and get 6x revenue on old model. Looking up and hope you still on board!!

@cullyfornia @StockheadAU @Domaincomau @realestate_au I haven’t had a chance to look at the stats/process. I just like the fact they appear to be hustling better and being very customer focused.

I’m definitely delighted in the turnaround. The change in the shorting is merely a reflection of a change in fundamentals. Glad to be out of the ****house that’s for sure. Thanks @StockheadAU