@AlboMP I’d like to cancel you and the Labor party from taking your monthly subscription from my pay, as you keep giving it away to more and more public servants and rorters of the NDIS.
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Mark Allen
510 posts
Mark Allen
@markjohnallen73
Aviation IT Guy, Dad, Husband, Investor, Board Member.
Robina, Gold Coast Katılım Ekim 2009
360 Takip Edilen109 Takipçiler
A subscription shouldn’t be a trap.
That’s why we’re banning subscriptions that lock you in because they’re too hard to cancel.
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@StevenJMiles That is the difference between Labor and Liberal governments. One gives money away to buy votes, the other doesn’t. Simple. We like the one that doesn’t give away our hard earned taxes on woke activities, hence why you lost the election and will. It be coming back.
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Backflipping on cost of living relief, backflipping on Queensland.
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@aussie_707 @JaseRicho You’re a bit of a dill @aussie_707. Richie won the Stawell Gift, so not sure you could find a better person to commentate. He is also a bloody legend.
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Get this cunt @JaseRicho off the screen. He’s bloody awful. One of the worst commentators and hosts on tv #StawellGift
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@globallithium @FinancialReview Correct Joe. @AlboMP is the worst Prime Minister I have seen in my 53 years. There have been some bad ones (Malcolm Turnbull and Julie Gillard come to mind), but Albo wins by the length of the straight. Horrendous.
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Donald Trump's Truth Social rant highlights his erratic, emotional nature and fuels concerns that the US president is stuck in an escalation spiral of his own making, writes correspondent Jessica Gardner. ebx.sh/XN4K5b
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@carolemorrissey @democratie_kate Stephen Miles didn’t get elected, so not sure what you are saying.
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@democratie_kate Well we obviously don't have that in Qld otherwise fuckface would never have got elected. 🤮🤮
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@craigkellyAFEE WOW. This is not in the best interest of our country or the Australian citizens already here. How are all these people going to be housed?
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As I predicted.
There‘s one million new migrants that Albanese imported into Australia his first two years, who will all be eligible to vote at the next Federal election.
And Labor‘s number one priority is to get every one of them through a citizenship ceremony and on go the electoral roll.
Aus Integrity@QBCCIntegrity
BREAKING: Leaked correspondence from Labor’s Assistant Minister for Citizenship, Julian Hill to Mayors across the country urging them to hold larger and more frequent Citizenship Ceremonies now that Labor is fast tracking processing of applications They’re ramping up, not down!
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@daando37 @Z78620190 @zahihajar @GalanLithium And that is one think Gemini, Grok etc can’t do yet. Great analysis @daando37. Thanks mate.
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so @markjohnallen73 the clean answer is:
known study inputs:
- dfs 1 opex: us$3,963/t
- dfs 2 licl sellable price: us$22,841/t
- dfs 2 carbonate reference: us$29,000/t
- implied payability: ~78.8%
clean dfs math:
- gross proxy: ~us$228.4m
- less dfs 1 opex: ~us$39.6m
- implied gross proxy: ~us$188.8m
that's a mathematical upper bound assuming the full 10kt converts from this point. it won't. even if you anchor to ~60% system recovery, you're talking ~6kt recoverable before pricing. & that's before ramp up dilution: 4ktpa start vs 5.367ktpa design = higher unit cost early. first product h1, first shipment h2 = inventory doesn't equal near term cash. that $188m number looks clean on paper. it doesn't survive contact with commissioning.
real world caveat:
- the 10kt is not saleable tonnage
- the missing variable is residual recovery from current pond inventory to payable licl. so us$188.8m is not a realised value, it's just a ceiling style proxy before ramp up reality hits.
dyor. no financial advice.
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@Z78620190 @zahihajar @daando37 @GalanLithium I used Grok, but it struggled with the conversion loss etc. @daando37 will know, as he has a great model.
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@zahihajar @markjohnallen73 @daando37 @GalanLithium I believe their output will be lithium chlorides, not lithium carbonate so those numbers will need to be adjusted from $20K/t by ~25%. At 5,000tpe nameplate, that implies revenue of $65M at 80% utilization $GLNLF
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@mondyinvest @ChuckChunder007 They certainly made it as painful as possible for long term share holders. Hopefully the output meets the DFS and the $ start rolling in.
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@ChuckChunder007 A great milestone for $GLN after such a tough slog but the means by which they got there sure wasn't pretty. Three diff. offtake partners, promises of non-dilutive funding, switch to nanofiltration... what they ended with was 1.24b shares out with another 200m oppies in behind.
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2.5 years after commencing construction of Phase 1, $GLN declares the start of the Phase 1 ramp-up
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@markjohnallen73 @davidwu656 @GalanLithium market isn't blind. it's discounting:
- ramp up risk
- dilution risk
- chemistry risk
until those compress, multiples stay where they are. $GLN isn't ignored. it's priced like a project still between funding & proof.
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I am patiently adding GLN as well which will be re rated soon ! Cannot stay low forever ! Only pick good quality and under valued peer !☝️☝️@GalanLithium
Green Energy Investor@GreenOriginInv
🔋🔋LITHIUM PRICES UP ⬆️ I have been adding to my lithium holdings and other battery metals. I increased $GLN and $FRB In addition a higher risk jurisdiction, but performing very well: Kodal Minerals $KOD.L Bougouni’s progress from development to revenue-generating operations markedly de-risks the asset and supports a fair project NPV (100%) of ~US$700–900 million (post-tax, risked, today’s prices/conditions). Kodal’s ~32% attributable share translates to shareholder equity value of ~US$230–290 million or 0.86p–1.08p per share as a fair price target—offering substantial upside. The stock appears undervalued in today’s recovering lithium market, with near-term catalysts from ongoing shipments, 2026 Phase 2 studies, and cash generation. Monitor lithium prices, Mali execution, and the upcoming FS closely. This is not financial advice; valuations are sensitive to commodity prices and execution. $LIT $SGML $ATLX $PLS
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@davidwu656 @GalanLithium Futures have been up, Li market up for the past 4 days and $GLN has done nothing, yet they are on the cusp of being a producer. 🤷♂️ Usually in times like this JP comes out with an alphabet soup video or a cap raise or some other stupidly distracting action.
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@davidwu656 @GalanLithium Let’s hope it turns soon, it has been the most life sucking experience for the last few years. Even now, no update for over 3 weeks apart from a couple of photos the other day. At this time in the project, there should be a weekly update to start getting new investors aware. $GLN
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@JEChalmers Gee Jim, you are the best. Always late to the party. I thought your mate Chris Bowen said there wasn’t a fuel crisis? You guys are so hopeless. Can’t wait for the Libs to wake up, join One Nation as a Coalition, move back towards the right and win all the upcoming elections.
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BREAKING: Labor is halving the fuel excise which will reduce the cost of petrol and diesel by 26.3c per litre.
The Albanese Government will halve the fuel excise for three months from April and cut the Heavy Vehicle Road User Charge to zero to help with the cost of living.
This is on top of boosting fuel supply, supporting our domestic refineries, empowering the ACCC with bigger penalties for misconduct, and strengthening international supply chains.
People are under cost-of-living pressure and a lot of that pressure is being piled on at the petrol pump as a direct result of the conflict in the Middle East.
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@QuentinDempster @AngusTaylorMP @mattjcan Great idea. If people don’t subscribe, then the value has been set and it is shut down. If the subscribers pay for it, then they see value. Simple economics. The days of tax payers funding left wing ABC garbage is over.
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There it is folks: Pauline Hanson wants to privatise the ABC via the paid subscription model (regional radio excepted). She’s confirmed this with Chris Kenny ‘Sky After Dark’. Does sidekick Barnaby agree? And what about @AngusTaylorMP and @mattjcan?
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@JEChalmers More debt and/or higher taxes to pay for this. Stop spending money. How hard is it to understand, someone has to pay for all your spending. Lower paid workers deserve more money, but what are you doing to offset this spending? I have an idea, stop the rorts and waste in the NDIS.
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BREAKING: Labor is backing another pay rise for 2.7M minimum wage and award workers.
Today we've made a submission to the Annual Wage Review recommending the Fair Work Commission award an economically sustainable real wage increase to Australia’s award workers.
The minimum wage is now $175 a week higher than when we came to office.
This is just another way we're helping with the cost of living, alongside all the support we’re rolling out like tax cuts and cheaper medicines.
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@therealrukshan She is an awful human being. Speaking so arrogantly. I can’t wait for the Australian people to wake up and oust her smugness from our parliament. Horrible woman.
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Senator Wong was unable to answer why PM Albanese required a extraordinary security detail to attend a Lakemba mosque if social cohesion in Australia is working. 🤔
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@PianoFan2 @daando37 Looks like the ponds have also progressed as well by the looks of them.
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Galan Lithium $GLN $GLN.AX
lithium prices are stable +$20K
At the right time - at the right place 🎯
Production start is just some days away 😎
Galan Lithium Limited@GalanLithium
Phase 1 construction at HMW is entering its final stages. Systems testing and commissioning are next as Galan moves toward first lithium production. The team has also been on the ground at PDAC Toronto and Argentina Week in New York as global interest builds. #HMW #GLN
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