ontemu

1.6K posts

ontemu

ontemu

@on_Temu

Chasing edges

Katılım Temmuz 2011
279 Takip Edilen133 Takipçiler
ontemu
ontemu@on_Temu·
@Edark94 @Wattwurm73 I don't think I could come up with a more disgusting combo of toppings if I tried
ontemu tweet media
English
2
0
6
439
Emil Baggie.tinkaren
Holy FUCK someone opened a Swedish pizzeria in London... Maybe, just maybe, we'll all make it after all #NEVERDOOM Who wanna go on Monday for lunch & get some Swedish slop??? @Wattwurm73
Emil Baggie.tinkaren tweet mediaEmil Baggie.tinkaren tweet media
English
15
1
26
6.5K
ontemu
ontemu@on_Temu·
@TheincrediblePk ~$10m per country. That's _a lot_ of meters drilled in Africa.
ontemu tweet media
English
0
0
1
25
sdpk
sdpk@TheincrediblePk·
EV = $678M market cap-$138M = $540M. If gold averages $5.1k in 2026 & assuming AISC $1100 = $4k * 80k = $320M. Let us say g&a/exploration is $20M/needs confirmation. Cash flow is $300M. 2026 EV/FCF = $540/$300 = 1.8. $thx.v $gdxj $gdx
English
1
2
2
259
ontemu
ontemu@on_Temu·
@TraderPamplona Surely Alphamin gets their diesel, no? DRC is raking in 9 figures/y in taxes at these prices, and that amount would rise astronomically if tin was to moon (over the super tax price already)
English
0
0
0
63
Andy Constan
Andy Constan@dampedspring·
Full leveraged port long $MSTR plus $STRC. I see the genius of Strategy finally.
English
32
7
246
47.7K
Ed Finley–Richardson
Ed Finley–Richardson@ed_fin·
“Pertamina confirmed it is in positive talks with Iran for tanker passage through Hormuz, following Malaysia’s clearance deal.” 🧐
English
5
10
92
13.7K
ontemu
ontemu@on_Temu·
@Dalio777 @INArteCarloDoss I'm expecting a calm, measured response whenever he wakes up and sees the bond market & sees that brother Zelenskyi was nominated for the Nobel peace prize.
English
0
0
0
23
ontemu
ontemu@on_Temu·
@Trisseswe Yes. I wouldn't follow you if I wasn't interested in weird London listed stuff that nobody cares about 🌝
English
1
0
1
31
KEvB
KEvB@Trisseswe·
@on_Temu I’m just seeing everything fly but mine. 😭😅😂 Have you looked at Atlantic? Fully permitted with a funding partner (at least for now) with an excellent project trading at 20 % of NAV ish. Rejected 3 bids so far.
English
1
0
0
48
ontemu
ontemu@on_Temu·
@INArteCarloDoss Anyone who dares to do anything else than suck his dick gets thrown to the wolves. There isn't a single critical voice around him.
English
0
0
1
176
KKGB
KKGB@INArteCarloDoss·
Someone around Sleepy Ayatollah should break it to him: the minute they attack Kharg and the other islands, the Red Sea Beb-El-Mendeb gets shut and Iran bombs the Suez Canal. Ofc when this will happens, sleepy will say no one thought they would.
OSINTdefender@sentdefender

U.S. President Donald J. Trump appears to be leaning toward ordering a “major ground operation” against Iran, involving the seizure of Iran’s Kharg Island in the Northern Persian Gulf, with Washington convinced Tehran will buckle under such military pressure, an official from one of the countries mediating between the U.S. and Iran tells The Times of Israel.

English
17
9
131
25.9K
ontemu
ontemu@on_Temu·
@gringo_in_arg For real tho, I don't think Iran is interested in giving up much at all. They know Trump is panicing...
English
1
0
0
84
ontemu
ontemu@on_Temu·
@Edark94 DXY can't hold above 100 despite everything, and is just waiting to absolutely puke once TACO. Gold at 200dma an hour ago was a generational buying opportunity. $8k by midterms. Bookmark it (hopium)
English
0
0
3
143
ontemu
ontemu@on_Temu·
@INArteCarloDoss How is this all not super bearish for the $, once the dust settles? Just saw the Japan headlines too... Maybe everyone except Europe gets theil oil soon, just need to pay an extra fee to Iran...
English
0
0
0
245
KKGB
KKGB@INArteCarloDoss·
Does it really matter which of these outlandish claims is true and which is not? Trump’s regime is predatory, treacherous and unreliable. This is the problem now and why historic US allies in Europe and GCC feel betrayed and no longer can rely on US security pact.
English
15
6
215
14K
ontemu
ontemu@on_Temu·
@tom_woolrych @TheOreGroup @ResourceTalks Good vid @ResourceTalks . Good preso Tom, although I cried a little seeing the stonk prices at the time of recording. Those were the days. Regarding Q2 Tom: do you have any info on what holes will be included in the MRE? Latest prob not (?), but where's the cut off?
English
1
0
2
157
ontemu
ontemu@on_Temu·
@tleilax___ While these guys (Russia & co) are actively helping Iran to kill Americans.
English
0
0
0
37
ontemu
ontemu@on_Temu·
@Henrik115 Should be around $200m end Q1. Stock traded at 1.13 today, which puts market cap just above $500m.
English
1
0
3
191
Henrik
Henrik@Henrik115·
@on_Temu Do they hold 300m usd cash? Interesting.
English
2
0
3
297
Henrik
Henrik@Henrik115·
$APM.to now 670m usd mcap. I don´t own it but pretty good value here in my view. After Q1 they probably got 150m usd net cash. In 2026 they plan to upgrade Golden Queen to be able to process lower grade ore that will extend mine life. End of 2027 Combiol supply will start. 1/2
Henrik tweet media
English
6
5
29
3.3K