@YellowLabLife Lol capstone is a target at this valuation, not a buyer
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Jonathan
23 posts
Throw away observation here from the eucalyptus tree but looking at Marimaca $MARI.TO lag copper here, someone could slap a 40% premium on it here and probably get a deal done
Looking at you South32 $S32.AX
And also probably Capstone $CS.TO too
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Sources tell the eucalyptus tree that BHP is considering a bid for South32
Rationale for attempted reunification being the base metals growth pipeline of S32 will help ensure BHP's EBITDA mix is >50% copper/base metals going forward as it was in the last half year results
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@dampedspring It’s a bombing campaign not a war. He just says we’re done and going home.
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Is there a unilateral tweet Trump could make today that results in a "peace" trade that is NOT corroborated by official Iran
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@tleilax___ Centrus is mostly funded and finally moving forward which is a US company .
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Damn right.
The majority of uranium enrichment for US reactors is performed in Europe at the moment, and major greenfield projects on US soil like IKE are run by European companies like Orano, though.
It is important to keep that in mind when discussing LNG with Europe.
Office of Nuclear Energy | US Department of Energy@GovNuclear
Nuclear energy is the future.
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@YellowLabLife If Australia has a diesel crisis, no pilbara iron ore. You won’t need coke in your
empty blast furnace.
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We buying Warrior $HCC because it’s an underground longwall in Alabama and met coal prices are roofing because australia is slowly having a diesel supply crisis break out?
Sure why not…the koala will take that right now
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My daughter asked me for a game with battles and warriors. I said, “Say no more... I’ve been waiting for this day!!!”
Our new dining table may also be a game table 😅😳
Starting with HeroQuest. Eventually we’ll transition to DnD, and maybe Warhammer, but we’ll start easy.
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@YellowLabLife The announcement literally cites the abundant supply of scrap available. Do you know something they don’t?
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An EAF unintegrated to upstream high grade iron units…placed in a region without robust scrap
Favorite part of this though for the koala…
$5.8 billion for 2.7 million metric / 3 million short tons of steel production
What’s that make big river 1&2 worth for US Steel $X?
MAGA Voice@MAGAVoice
BREAKING 🚨 Donald Trump shocks the world by announcing Hyundai’s investment of $5.8 Billion “This will be the first Steel Mill Hyundai has ever done in America” THIS IS HUGE 🔥
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@jameslavish Called time value of money, literally a finance 101 concept. If this is surprising to you, you need to go back to school
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Good evening.
Johnny Cash sang that when Harry Truman was President (1950’s) “a coke and burger cost you thirty cents." Today that same meal at Five Guys will cost you approximately $20.84, or 70X more. I wonder why.
Have a great night.
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@YellowLabLife I personally can’t wait for him to consolidate X and have market control of the auto grade sector for all of one week until Hyundai announces a BF.
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@YellowLabLife Being a captive IO provider to a dying blast furnace industry isn’t a great hand to begin with. TBD on if they are better off. Trump is the optionally he needs (and has). The best argument against is the things that will make CLF stronger will also accrued to the competition.
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Lourenco is just screaming for an activist to come a knocking for him
The koala is a thinking
If any big $clf shareholders want to talk the eucalyptus tree inbox is open
Drop bear has ideas but only if there is a blessing from a welcoming register
David Shepardson@davidshepardson
Cleveland-Cliffs CEO Lourenco Goncalves at press conference: "China is bad, China is evil. China is horrible but Japan is worse... Japan is evil"
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@calvinfroedge Let people manage their own finances, I agree with you but don’t prejudice, you don’t have a fiduciary duty. You seemingly hate bureaucracy messing with you so keep it simple, if people pay the bills let em
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@midtown_rob @YellowLabLife If the asset is a take over candidate and asset owners stand to collect a change of control premium and the royalty holders do not. There are a few things that you could argue are wrong with this logic but I can imagine this dislocation is possible
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Should the royalty on an asset trade at a lesser multiple than the operating equity?
If yes, why?
For sake of clarity, assume its a LOM % revenue royalty and covers the entire resource
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@MichaelKantro Sort of dumb chart. Utilities dividend out ~3-3.5%+ and have earnings growth of ~6% which is higher payout and slower growth than the market so the market weight should continue to shrink on a relative basis in perpetuity. Not really sure what your point here is.
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@farrmacro Sorry iron ore is $50bn deflation, oil is $390bn inflation.
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Remember, you can win the Nobel Prize in economics, yet still be completely wrong about inflation being transitory.
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@BowTiedGypsy @calvinfroedge It’s because silver thrifting (ie efficiency gain) have offset all the growth in MWs from solar panel installs. Whose to say this doesn’t continue? Much more relevant topic than India power growth tbh
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@calvinfroedge I agree, but people have also been saying this for a really long time
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@MichaelMOTTCM The people trolling this call are laughable, but you could come up with some supportive statistics, research, etc about this setup to better articulate your view quantitatively than "I think this" ...you're just some dude on twitter! Who cares, give people something to work with!
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I still think the S&P 500 revisits 4,100 and fills the gap, from late October. The structure of the rally is fragile at best.
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@Mayhem4Markets @theMacroVisors Presumably because nobody files claims during Thanksgiving. Maybe just look at the SA if you want to cut through some of the noise.
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Within today's unemployment claims data, there was a 93.7K increase week-over-week in non-seasonally adjusted claims (NSA) to 293.5K.
That's a big jump!
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