groundrisk

361 posts

groundrisk banner
groundrisk

groundrisk

@groundrisk

Katılım Haziran 2017
1.2K Takip Edilen175 Takipçiler
groundrisk retweetledi
Tyler Green
Tyler Green@GreenTyler27·
#LoyYang We’re not running out of energy. We’re deliberately shutting it down. Loy Yang A delivers 2,210MW 24/7 and powers ~30% of Victoria. It sits on hundreds of years of accessible coal and it was recently refurbished. Yet inexplicably we’re closing it early. So what are we replacing it with? • ~15,000 hectares of solar • ~130,000 hectares of wind • 1,000+ turbines • Massive transmission buildout • Backup storage that still can’t guarantee supply And that is all to replicate what 6,000 hectares already does and reliably. We’re still dismantling dispatchable power and it needs to stop. We need to keep reliable generation online while we build more of what actually works. This isn’t an appropriate engineering solution, it’s more climate ideology and it’s Aussie households that will continue pay the piper for it.
Tyler Green tweet media
English
162
668
2K
33.4K
groundrisk retweetledi
mark pg
mark pg@mark16pg·
I'm in Thailand population 72m population. They don't five a fuck about climate change or emissions. Neither do Phillipines 110m population. Neither do Indonesia with a population of 265m. Why is that? Because they are too busy trying to survive. Australia, with a population of 26m, is going to save the planet on its own by destroying its economy. If you believe that you need help.
English
652
3.3K
29.6K
846.9K
groundrisk retweetledi
Phil Gould
Phil Gould@PhilGould15·
ZXX
41
64
471
24.6K
Barbara Pocock
Barbara Pocock@BarbaraPocock·
Remember BoM’s website upgrade that was meant to be $4m but blew out to $96m and then didn't work? Well, BoM has now awarded an extra $16m contract to Accenture for another climate data website, from the very company responsible for the fiasco! abc.net.au/news/2026-03-2…
English
251
724
1.9K
35.3K
TRADIE2TRADER
TRADIE2TRADER@desertman388·
Gold's bear run should be done. Strong divergence on the 2hr chart. Don't be panicked out at the low!
TRADIE2TRADER tweet media
English
14
5
136
11K
groundrisk
groundrisk@groundrisk·
@eadatt @respeculator @ironic_capital @toy59496 @LukeyTrags x.com/i/status/20344… @respeculator correct me if I'm wrong pls
groundrisk@groundrisk

My understanding is all LNG ex-qld in Aus is oil linked on a formula. Key points: •⁠ ⁠ita an “s-curve”, reflecting an energy equivalently between GJ of LNG to the GJs in a bbl of oil •⁠ ⁠⁠the linkage is typically ~12.5%… for very low oil prices, there’s a quasi floor (so LNG capex at least stays alive) and at very high oil prices, there’s a soft ceiling (hence S relationship) … that’s so Chinese / Japanese / Koreans don’t get too skinned when oil is $150 / bbl •⁠ ⁠⁠the linkage is on a 3-6mth lag … of trailing average oil prices (usually referenced to Brent) So whilst the contracted position for ORG isn’t getting higher prices YET, they will still benefit from current high oil prices… just the flow through will be in the Q3 period this yr? If we see $100+ oil flowing through to Asian LNG contract prices over the next 2-3 quarters, ORG will participate - but you'll capture maybe 15-20 cents in the dollar of that upside after all the dilution layers. WDS or STO gives you far more torque to the same thesis?

English
1
0
2
179
groundrisk
groundrisk@groundrisk·
My understanding is all LNG ex-qld in Aus is oil linked on a formula. Key points: •⁠ ⁠ita an “s-curve”, reflecting an energy equivalently between GJ of LNG to the GJs in a bbl of oil •⁠ ⁠⁠the linkage is typically ~12.5%… for very low oil prices, there’s a quasi floor (so LNG capex at least stays alive) and at very high oil prices, there’s a soft ceiling (hence S relationship) … that’s so Chinese / Japanese / Koreans don’t get too skinned when oil is $150 / bbl •⁠ ⁠⁠the linkage is on a 3-6mth lag … of trailing average oil prices (usually referenced to Brent) So whilst the contracted position for ORG isn’t getting higher prices YET, they will still benefit from current high oil prices… just the flow through will be in the Q3 period this yr? If we see $100+ oil flowing through to Asian LNG contract prices over the next 2-3 quarters, ORG will participate - but you'll capture maybe 15-20 cents in the dollar of that upside after all the dilution layers. WDS or STO gives you far more torque to the same thesis?
English
0
0
1
293
Respeculator
Respeculator@respeculator·
@ShitValueFund Origin has barely moved and is below where it was trading 6mths ago.. and over half their business is LNG.. and the other half is sticky electricity sales.. a lotta complacency
Respeculator tweet media
English
7
0
25
3.7K
MARKETS FULL OF R3TARD5
MARKETS FULL OF R3TARD5@ShitValueFund·
Over 20% of the world's LNG supply got taken out last night. And energy names are up 2% to 5% Bad times coming
English
5
3
60
6.2K
groundrisk retweetledi
Mark Thompson
Mark Thompson@METhompson72·
15 straight months of #tungsten APT price increases.
Mark Thompson tweet media
English
6
29
162
56.1K
groundrisk retweetledi
yyc
yyc@yycnimei·
why $lin is more compelling now than ever - why did the kazakhs effectively gift a working mrec facility to lindian - kazakhs want to supply more critical minerals to the us but gave all the marketing rights to lindian - $lin on their third trip to washington join the dots...
yyc@yycnimei

literally zero interest from mintwit yet it remains the most no brainer ree trade on the asx even after a 250% gain bought more today bigger things foreshadowed for the only near term producer in the mkt $lin #linsanity

English
5
2
12
4.3K
groundrisk retweetledi
Richard
Richard@ricwe123·
Australia's Minister for Finance.... 🤡🤡🤡
English
160
457
1.7K
43.8K
Nick Fabrio
Nick Fabrio@longhorncapital·
@toy59496 No but pretty heavy in some of his vehicles (FAU TAS MDI FRS), absolute weapon - never seen someone put their $ on the line on market like this, quite incredible and very happy to follow
English
1
0
3
429
Robin Dods
Robin Dods@toy59496·
The Human Catalyst: Daniel Raihani Regular readers will remember that I noted this fellow is quite interesting and that he may catalyse a significant improvement in $BSA.AX when he entered in a big way, and so he has, and rather quickly. Having a look at his other plays, we see him exiting out of $FAU.AX, and it represents an interesting overview of his method. Based on his entry in 2023 and his gradual exit now it looks like an eight bagger, but that's not including the typical playbook of performance rights and director fees which multiply his returns relative to the average punter. I don't begrudge him that multiplier given there is actual performance, unlike a lot of directors that simply feed at the trough. Maybe like with Buffett you just need to tag along? Best of all he's incorporated in some rural town. What's not to like about that?
Robin Dods tweet mediaRobin Dods tweet mediaRobin Dods tweet media
English
3
0
5
5.3K
Dwayne Sparkes
Dwayne Sparkes@sparkes_dwayne·
This broken clock is back on time
English
2
0
23
2.5K
Jim Chalmers MP
Jim Chalmers MP@JEChalmers·
Today the independent Reserve Bank Monetary Policy Board increased the cash rate by 25 basis points. This will be difficult news for millions of Australians with a mortgage and we understand the pressure that this will put on families and businesses. While today’s decision was widely expected, that doesn’t make it any easier. We know many Australians are doing it tough which is why we continue to roll out responsible cost of living relief, including a further tax cut later this year and another one next year. At the same time we’re doing what we can to strengthen the budget and address our longstanding productivity challenge.
English
1.9K
69
407
145.3K
Basit A. Khan
Basit A. Khan@basit_designs·
When design looks this sharp, investors assume the numbers are too. That’s the power of a premium landing page.
English
252
222
5.3K
579K
groundrisk retweetledi
Mokume-Gane
Mokume-Gane@Mokume_Gane·
$ARD 👀 200m @ 140 g/t Ag Eq! The market could provide an excellent opportunity to increase your holdings in the short term in what will be an incredibly large deposit.
@Argent_Minerals_Limited@ArgentLimited

Our December 2025 Quarter delivered outstanding #drilling results and ongoing metallurgical testwork. Hole AKDD210 delivered the highest #silver grades reported by the Company to date - 200.8m @ 140 g/t Ag Eq. Read more: tinyurl.com/3xxdj8w2 $ARD

English
3
3
7
2K

Keşfet

@BarbaraPocock @desertman388 @eadatt @respeculator @ironic_capital @toy59496 @LukeyTrags @ShitValueFund