Zan

3.6K posts

Zan

Zan

@zanmantate

Small cap investor focused on commodities. The important trait is not how much you know, but how much you think you know - Nassim Taleb

Katılım Nisan 2018
205 Takip Edilen572 Takipçiler
Zan retweetledi
Javier Blas
Javier Blas@JavierBlas·
*LEAVITT: US WORKING ON 'CREATIVE' SOLUTIONS ON OIL PRICES (... When the government starts to work on "creative" solutions, do brace for it...)
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Kingfisher Investments
Kingfisher Investments@Kingfisher6868·
Good signs at Sylvania Platinum #SLP Two non-executive directors buying shares at £0.81 and £0.8395 per share this week after the recent SP decline Market seems to appreciate their faith in the business. Tempted to top up DYOR 🚀
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Zan
Zan@zanmantate·
A lovely chart provided by SeisNav on LSE further illustrating the markets overreaction to the macro. Basket price still nice and strong, SP well below relative historic norms for this basket price.
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Zan@zanmantate·
150k #SLP shares scooped up yesterday, couldn’t have been timed better. At this rate they’ll have fulfilled the buyback by May and have taken over 1% of the issued share capital off the market. Nice director buys too. It’s cheap!
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Zan@zanmantate·
Lovely bit of volume and volatility for #SLP buybacks to get stuck into on their first day. Added.
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Zan@zanmantate·
@shareGBP Rhodium still at very healthy levels and holding well too.
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MB
MB@MBdaytrading·
#ATN Game changing moment for @aterianplc . First export already DONE with Wogen Resources Limited and scaling fast. ✔️ Fully funded JV (no dilution) ✔️ Immediate revenue + cash flow visibility ✔️ Institutional partner = major validation ✔️ Tantalum prices at ALL-TIME highs This isn’t potential anymore… it’s execution. Approx £3.5m mc ! + tiny free float
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Chris Meloni
Chris Meloni@Chris_Meloni·
Dear Pam Bondi, The Dow is under 46K. Can we now investigate credible accusations of pedophilia?
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Ted 🐧
Ted 🐧@edissuper·
$JSE.L #JSE #JadestoneEnergy - late in the day RNS yesterday announcing they can now book 32MMboe 2P reserves for Nam DU. Couldn't be a better time to be starting farm in discussions with potential partners. With up to 1.5tcf (250 MMboe) unrisked gas-in-place, there's bound to be significant interest.
Ted 🐧@edissuper

$JSE.L #JSE Jadestone Energy new corp presentation The investment case is pretty simple - EV of $230M 2026-2050 FCF $260M-$400M assuming $65-75/bbl Brent 💰💸 80% Oil and liquids Sometimes it is that easy 😎

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HFI Research
HFI Research@HFI_Research·
We are now 8.16 million b/d offline. Iraq -3.3 million b/d Kuwait -1.3 million b/d UAE -1.56 million b/d Saudi -2 million b/d
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Zan
Zan@zanmantate·
Asante Gold $ase.v -25% so far in March - well below the last fundraise and $10m director buy. The news? - The CEO retiring, although staying on in the short term to support - A new COO - Confirmation of the much anticipated Ghanaian gold royalty increase (5% to 12%)
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KEvB
KEvB@Trisseswe·
#ARS #Asiamet - very very important to calm some nerves. Feels to me like a very nice place to park your cash while the market markets. Deal way higher than sp and Beutong still on the table. Great news this.
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Ted 🐧
Ted 🐧@edissuper·
$JSE.L #JSE Jadestone Energy new corp presentation The investment case is pretty simple - EV of $230M 2026-2050 FCF $260M-$400M assuming $65-75/bbl Brent 💰💸 80% Oil and liquids Sometimes it is that easy 😎
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HFI Research
HFI Research@HFI_Research·
JPM’s oil team has done a great job so far tracking everything. 3.5-4 million b/d shut-in
HFI Research tweet mediaHFI Research tweet media
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Emil Baggie.tinkaren
Emil Baggie.tinkaren@Edark94·
Shill me some oil stonks please. $TAL.v seems like it has barely reacted yet?
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Keşfet

@Kingfisher6868 @shareGBP @aterianplc @fi_gambler @Henrik115 @elonmusk @BarackObama @taylorswift13