Marcus Sweeney

@desertman388 For what’s it’s worth I don’t see Your post but I enjoy reading your work. Could be algorithm or. Missed it Keep posting it please it’s appreciated

Posted a few charts on how you can do some work & buy or sell well, no interaction whatsoever. Disappointing but pretty well sums up why 90% lose. Could be because the names are US or Canadian, you know names that move unlike here but that's no excuse because if buying OS names makes you uncomfortable, you're about to learn what real discomfort feels like. Anyways rant done with. As some will remember I mentioned starting a Substack note a few months ago & that'll be up & running soon which means I'll be dropping off a lot here on X. Not much point trying to help the punter if the punter doesn't want to be helped.

The aboriginal translator

Day 59 of 2026:

@TwinTurboCe1ica @sparkes_dwayne Interesting looking machine you going to get one

@sparkes_dwayne Pfffttt all this lithium talk. All I care about today is gold and the new GPZ 8000.

No coffee today as i spat it out reading the news that Zimbabwe is bringing forward the ban of unprocessed lithium exports, effective immediately. The export of all raw ore and spodumene concentrates is immediately banned. A lot of tonnes about to come out of the supply side. The only producer that doesn't export concentrate is the Arcadia mine by Huayou Cobalt, who have recently commissioned a lithium sulphate plant. The Bikita mine is also set to have a sulphate plant built but to the best of my knowledge it isn't completed yet. Lithium sulphate is an intermediate product between spodumene concentrate and lithium carbonate. Sulphate contains about 12.62 Li which equates to about 27.2% li2O. Compare this to lithium carbonate which contains 40.4% li2O. Why produce sulphate instead of lithium carbonate? Well the answer is quite simple really: Lower capex, less power and water, save on transporting costs of raw ore (more tonnes). Instead of transporting concentrate, you're shrinking it by ~ 4/5 fold. It works well in jurisdictions that are considered unstable. You lower the transport costs and in turn don't have to put in the same capital as you would with a lithium hydroxide/carbonate plant. This year from Zimbabwe alone, i had the following producers doing spodumene concentrate in my supply table: Sabi Star~ 280kt SC6 eq Dison Gwana ~ 100kt SC6 eq Bikita ~ 380kt SC6 eq Kamatavi ~300kt SC6eq Zulu~50kt SC6eq 1.11Mtpa of SC6 equivalent halted. That's about 140kt of LCE. In a tightly balanced market, it could get scary. As I've said before (i really am a broken clock), in 2022 during the boom, 784kt of LCE hit the market and the demand was 854kt of LCE, an 8% deficit. An 8% deficit is what cause the massive spike in lithium price. It was then a 1-3% surplus that caused the massive downturn in prices. Its a very fine balance in this lithium market and small factors could throw it into a deficit/surplus. From what we've seen, small surpluses/deficits cause massive price swings. 140kt of LCE has just come out of the market. Food for thought. Thanks for reading!

@desertman388 Appreciate advice On when to get out

$NST Just hit $30 for first time ever. We were buying in the mid $7's. Warned

😂🎯😅

Now THAT is how you kick off an award show

@desertman388 6200+ would be nice

$GOLD

Australia

I'm gonna go out on a limb here.

CisAmerican liberal gets educated by transindigenous man of color 💪🏾🪶

In order to move forward peacefully, “let the left say, ‘We were wrong. It is legitimate to vote for Donald Trump. It is legitimate to be pro-life. It is legitimate to believe that there are only two genders. And we were wrong to suggest that that is not the case. We were wrong to say that that is hateful.’ When they say that, I am waiting with open arms to take down the temperature.” Please listen to the whole thing. She nails perfectly what I’m thinking. What so many of us are thinking and feeling.

If I had a farm, I suspect it would be a lot like this video.

New Australian coin out.

@desertman388 Loud and clear

If anybody of my loyal followers haven't got the message that we're on the cusp of a life changing commodity bull market then I apologise for not being articulate enough in my messaging. Jump on board, manage yr risk & hang on.

On my way to ask the wife what's wrong with her...

Lololol! OMG. 😆

@DavidBCollum @RampCapitalLLC @TFL1728 @CoffeeandaMike I enjoyed it but eventually turns into him driving around talking to some one then getting a phone call to drive somewhere else and talk to some one else…repeat

Binge-watching The Mayor of Kingstown (two seasons). It is really good. cc @RampCapitalLLC, @TFL1728, @CoffeeandaMike

@OreFox_CEO New name doesn’t tell me anything and doesn’t say Agriculture at all. It doesn’t say intelligence or regen to me when I read it … and hard to say I think you keep looking

Our farm-management platform has outgrown its working title, AgDesk, and we’re looking at adopting a new name: Agregence—pronounced Ag-REE-jence. Why rebrand before we even have our first customer? Because choosing a name today shapes everything that follows. “Desk” felt clear and functional, but it turned out to be almost impossible to trademark globally. Every time we checked a new territory, someone else already owned a look-alike mark. Agregence is a fresh coinage: short, memorable, and legally defensible, providing a sturdy foundation before the first line of production code goes live. The word still keeps an unmistakable nod to agriculture with the Ag- prefix, while the -regence ending hints at intelligence and emergence—exactly what we want our software to deliver when it turns field data into strategic insight. Just as important, the .com, .ag and social handles were all available, a minor miracle in 2025’s crowded digital landscape. We’re still pre-launch, building the beta and talking to growers and ag-tech developers who might want to shape the roadmap with us. That’s where you come in. Read the name aloud once or twice: does “Agregence” feel straightforward to pronounce? Does it carry the right mix of simplicity, flexibility and security you’d expect from a modern farm-management platform? Most of all, does anything about it sound awkward in your region or line of work? Your first impressions will help us polish everything from the logo to the onboarding screen. Please leave a comment, message me directly, with your thoughts—positive, negative or anything in between. Thanks for lending us your ear at this early stage. With your feedback, we’ll turn Agregence from a new name into a platform that genuinely reinvests Farmers’ time where it matters most.

@ryanmichler Toilet paper

I needed a jump on my truck this morning. I asked over a dozen men to help. None of them had jumper cables or a jump starter. This isn’t me pointing fingers because I didn’t either. Just went out and bought one. What else should you always include in your truck?