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Willmrry
970 posts
Willmrry
@willmrry
"Carl Jung's Shotgun"
England, United Kingdom Katılım Temmuz 2019
422 Takip Edilen134 Takipçiler
@BULLReturns The valuation on this is indeed crazy. I am also conscious it can get crazier before it gets less so...
$MNB.ax approaching the add zone again...
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45koz #gold @ $2.5k cash margin = C$130m annual CF for 8 years....what should one pay for this on entry pre-capex? $25m? Well that's now $MCI.v
Cycle Bottom@BULLReturns
In 2027 we would expect nano/micro cap #gold stocks to be trading at 3x FCF for > 8yr mine life's or >40% of NPVs. FCF 2028 C$100m @ 3x = C$300m for $MCI.v that would equate > $1.50 fully diluted, buying 10-20% of stock back a year would push this to >$2.50 through 2030.....cycle low was 4c
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@BULLReturns Would be very interested in a few book recommendations from you (including books OUTSIDE of markets)? I've already read your previous recommendation (Mastering the Market Cycle, Howard Marks).
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......we like to provide our followers with advantages....
The 1st is to read to self educate, the 2nd is to deploy capital near cycle lows, the 3rd is to avoid market tops.
Reading is an ongoing life long process....
Market tops occur every 8-12 years, one is incoming and best avoided.
Alex & Books 📚@AlexAndBooks_
“It's just God's gift. If you're into self-education, there's nothing like reading. Of course, people who do a lot of it have an enormous advantage.” –Charlie Munger
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@TechDev_52 Might as well get some wheels put on the bottom of these goalposts big guy
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Andy Burnham says land in the UK is ‘undertaxed’ ft.trib.al/64bULpI
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@schizoretard18 Of course, but any others that specifically break down the Bolshevik revolution in Russia?
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If Chud gets away with saying n*ggr, it’s our word forever. This is their last chance to put it back in the box
FireIsBurning@resistandfight3
ChudTheBuilder shot a schizo black guy trying to attack him.. whats the problem here?
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7.5 % of 480 MWh storage (not built out yet of course)
At 30M market cap
With ~9 mill cash and 0 debt
Could be an interesting royalty type company on battery/energy storage
Would love to hear any opinions, not seeing anything other than bots or posts related to $EOSE
$BESS
KakashiCapital@KakashiCapital_
So $BESS gets its project fully funded, and retains a 7.5% stake in the project? Seems to be a confirmation of their model? Part of me wants to sell because "catalyst achieved", but this legitimizes them, right? + chart is too primed, imo 30M mkt cap, no debt and 9M cash...
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@IterIntellectus Synthetic folic acid roughly triples the rate of prostate cancer.
Folic acid and risk of prostate cancer: results from a randomized clinical trial
pubmed.ncbi.nlm.nih.gov/19276452/
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men taking fertility supplements had 9% LOWER chance of having a baby than men taking sugar pills
the NIH spent millions proving your $50 antioxidant blend is making your sperm worse
🧵1/14
vittorio@IterIntellectus
30-80% of males infertility is caused by oxidative stress. your sperm are literally rusting from the inside out 1/
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@bitcoinpanda69 It is very directionally accurate; but as always day-to-day plausible deniability is maintained (because that's how Bolshevism works). Boiled frogs.
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@willmrry Crash = contagion
Then decoupling is required prior to the move higher.
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......it's time to stack the #drypowder, opportunities knock on the other side.
John Arnold@johnarnold
A fire alarm is going off and everyone is ignoring it.
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@EchoAnalysis The multi-year setup was so beautiful, then with one of the biggest fake breakouts I've seen. Absolutely brutal.
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$RIVN updated chart 👀
Price has invalidated the count in the post below - fortunately price never retested the breakout level, hence we never entered
I expect a new low at $10.90 where we can see a bottom
Wave 3 target: +156% 🚀
Echo Analysis@EchoAnalysis
$RIVN is breaking out 👀 Price is breaking out from the trendline I’m happy buying on a retest as a swing trade Wave 3 target: +91% 🚀
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@DCinvestor Outcome is binary. Benevolent conscious AGI, or totalitarian digital prison.
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i'll be blunt with you:
there's a greater than 80% chance capitalist systems will not survive the rise of AI/robotics
it's not capitalism if the only way to obtain new capital is to already own existing capital. it simply won't work. we're not at that point yet, but we are getting there quickly
and there's a greater than 50% democracies won't survive it either. with more centralized control of capital comes the inevitable desire to capture and control political systems
more meaningful democracies could come back into vogue one day after a cataclysm (assuming humans still matter at all at that point) and a return to principles and more ancient wisdom, but we seem far from that point today. indeed, our systems are already substantially corrupted and this is increasingly obvious
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I don't endorse putting boomers into camps but check this out.
Red Pill Media@RedPillMediaX
Without the boomers, Massie would’ve won. I hate boomers so much. They need to be put into camps.
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In 2021 one of the larger contractors in HS2 told me the internal number was £130bn whilst busy moving dirt from one field and then back again on a cost plus sub-contract. The top contractor got a slice on top.
Since then scope has been reduced and they are reporting everything un-adjusted for inflation.
I blame Osbourne, I blame Cameron, I blame everyone since. Mostly I blame the civil service.
bbc.co.uk/news/articles/…
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@FistedFoucault Only those roughly 130-140 yes. Above ~140, 145? Err... no.
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130+ IQ society would be the world's most liberal, with gays and transgenders in numbers at a higher rate, and paedophilia legalized.
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Vote no to data centres and vote yes to China holding all of your health records, bank accounts data and providing the AI battlefield management for our military.
What could possibly go wrong?
John & Margaret@ukboomers
They want to build a datacentre in Surrey. We don't need them. Build them in China like the factories. I don't know a single person who uses a datacentre. Everyone's got Facebook on their phone now. If you don't have one there's a computer at our local library. Enough.
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@EchoAnalysis I don't think there are more bots; I think you're gaining more followers and attention, and therefore the bots are targeting you more.
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Anyone seeing a lot more bots in their replies recently
It’s getting out of hand
Minimum 5 within 2 minutes of every post
Just a reminder I am only on this platform!
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