Rusty Roggers

@YellowLabLife Monday is a holiday in Oz. ASX closed

Took a small position in Aris Mining today and another undisclosed gold producer where order didn’t fully fill Compliments the existing eucalyptus gold positions: Kinross CVR Saturn Metals St Barbara Omai Helius *EDIT: Forgot Taruga sorry Monday will be interesting

@paola_rojas @ekwufinance Nuclear doesn't solve the liquid fuel problem. Still need diesel for highway and off highway trucks and other earth moving and agricultural equipment as well as jet fuel. Nuclear solves a coal issue that we don't have and intermittent renewables.

@ekwufinance there is a simple solution - unban nuclear once and for all

Australia is one of the biggest losers in this energy crisis - 90% of its fuel imports are coming from Asia - ~60% of Asia’s oil imports come from the Middle East How long until Asia imposes an export ban on fuel imports as their own countries are entering a deep crisis?

@paola_rojas When this blows over as it surely will and petrol/gas flows again then there will be a lot of almost new ICR cars for sale at a good price. I need a new Lexus.

This oil shortage is going to make the decision pretty easy for anyone on the fence about whether buying an EV/Hybrid or ICE…

@alexbhturnbull We don’t need gas reservation. We have way more gas in the ground than we need. We just needed VIC and NSW to get to it in time and not impose exploration and exploitation restrictions. They need it most and they imposed restrictions. That is dumb not Howard.

Your periodic reminder that thanks to John Howard and others we do not have gas reservation in the East Coast of Australia which is also why fertilizer plants were shut and why farmers do not have enough fertilizer. #auspol

@Sauronlordking Reasons why we don’t build cars: 1 low labour productivity and high labour cost due to unions 2 low capital investment..less automation. 3 high AUD for a number of years making better quality imports good value. 4 building wrong cars, sedans instead of SUVs the market wanted.

It's hard to believe that this car was built in Australia.

@ChuckChunder007 Just has to be some Tungsten and Antimony there too! I shouldn't be so cynical I hold MM8.

@RustyRoggers I did a quick search - Kagara Zinc reported gold a few times before the sale to Western Areas in 2012. I wonder how long it will take them to discover the lithium potential

I wonder when this unverified historical drilling completed between 1995 and 1999 by an unknown company became market sensitive for $MM8 #MM8

@TRAVmoneyofmine @onslowshipping Not the first time the US Gov has been playing in the market. Don't forget Dateline charging up on tweet, "next rare earths' mine", and DTR didn't have a resource or much idea at all just some gold. Thanks Donald, I wont forget it, best win ever!

Moz tracking those tankers like the transshipers @onslowshipping

@Eagleresa Yep, I agree but the market is very jittery atm. A couple of funds have PNR so hopefully they will take advantage. Thanks

@RustyRoggers Imo dropping $400M is overkill for 3 to 4kozpqtr (22x4 =88, 25x4 =100) or 14koz lower (100-86) at current ~7000$/oz less poss 3000 cost = $56M less 30%tax etc infers possibly ~$40M lower - so lost 10x that in MCap

$PNR finds out the market doesn't like unexpected surprises like dropping FY26 guidance from 100 to 110koz (22 Jan presn), down to 86 to 92koz yday (9 Mar)(bottom of the front page) due to rain and worker disruptions & hols - hmm..- just a ~$400M MCap reduction to $1.47Bn ~380c

@BenPhillips_ANU Yes because we boomers paid a shit load higher tax rates and no government handouts and often on a single income.

A 60 yo couple earning $200k+ from $4m super paying $0 tax but a 40yo couple paying 32-47% tax on earnings of $200k is fair?

@AlanKohler @abcnews It is all about energy control and China. Energy is always the number 1 reason. Look at Japan in WWII. Thi# is pushing China to get worried….how will China respond is a concerning question.

Today's column for @abcnews - markets are getting the Iran war all wrong. It's a conflict between extremists of three of the great religions, Islam, Christianity and Judaisim. That can't be quick. abc.net.au/news/2026-03-0…

@ryu_tay Just read this so the world is slowing down...Iran says the Strait of Hormuz is closed and has threatened to attack ships transiting the vital oil route.

@ryu_tay At a guess I would say the Iran conflict is actually heating up with US embassy in Saudi Arabia hit & US market futures are down. At some stage will will see a material market corrections in the US. I was expecting the end of March but maybe some think earlier so selling.

Why are metals getting sold off, got no idea

@DavidPocock No way will it be cheaper and more convenient than flying unless highly subsidised by the government which I expect it will be. The rest of Australia paying for the elite few.

For decades Canberrans have called for a fast(er) rail connection to Sydney, especially given the price gouging and frequent cancellation of flights on this route. Since being elected I've pushed for upgrades to the line & was disappointed at senate estimates to learn the NSW govt has approached the federal infrastructure dept but the ACT govt hasn't. Good to see that's apparently changed now and we've got a “joint working group”. Let's see that translate into real improvements in🚊service to the nation’s capital. canberratimes.com.au/story/9181270/…

@ClareONeilMP You must know being Muslim is independent of race. So, to be concerned about Islam is not racist. Might be bigoted if there was no reason behind it. If Islamic states would stop sponsoring terrorism & if the Koran was not taken literally maybe people would be less concerned.

You can’t call racism out of bounds and then hand it your preferences. Pauline Hanson has said there are “no good Muslims” in Australia. That our country is being “swamped by Asians”. These aren’t just words, and this isn’t politics as usual - and it shouldn’t be legitimised as such. Let’s call it what it is - racism. For generations, mainstream political leaders in our country have chosen inclusion over fear. That used to be a shared position of Labor and the Coalition. But it looks like that’s changing.  Australia is the most successful multicultural country in the world.  The Coalition needs to rule out following the lead of the SA Liberals, confirm that it will never preference One Nation, and help Labor protect this defining feature of our great country.

@craigkellyAFEE Yes, Craig but she does say and do some dumb things at times. This is why ON will unlikely be a credible alternative. Whilst (some of) her immigration views might be credible there is an intelligent way of moving people. This isn’t it.

Here we go. It didn’t take long. Leftists and their authoritarian allies are now openly demanding that Senator Pauline Hanson be arrested and thrown in jail under Labor’s draconian new "hate crime" laws. In classic leftist/fascist fashion, they have zero interest in engaging in the contest of ideas and debating their policies in the arena of free speech. No—they demand total submission. Anyone who refuses to bend the knee, kowtow to their warped multicultural fantasy, or stay silent about the real threats facing our nation must be censored, silenced, and now imprisoned. But here’s what these out-of-touch elites and virtue-signallers utterly fail to grasp: Australians are absolutely sick to death of their endless woke nonsense, gaslighting, and two-tier policing. By baying for Pauline Hanson’s arrest they’re not weakening her. They’re supercharging her support and One Nation’s momentum. Every attempt to shut her down only proves her point and wakes up more everyday Aussies who’ve had enough. The backlash will be fierce, and it will backfire spectacularly on the left. Watch support for Pauline Hanson and One Nation surge as a direct result of this blatant overreach theguardian.com/australia-news…

@RebelNews_AU As confronting as this comment is, it is extremely accurate. My dad & friends have been in aged care & the vast majority of carers and nursing staff are not Anglo. One of the hardest things for older people is dealing with the accents but thankfully these people do this work.

🚨 Not quite the reaction he was hoping for...

@robert_ivanhoe @ctindale In most Western countries mining is treated like tobacco, (thought) bad for you but government could not give up the tax revenue. Trying to inform people that every material thing that added any value to their lives from food to phones depended on mining & they go deaf.

We recommend everyone listen @ctindale carefully here… could not agree more with what he said. For decades, the West chased “efficient pricing” and outsourced its industrial backbone of mining, smelting, refining, manufacturing… We optimized for cheaper goods and hollowed out sovereignty. Metals aren’t just commodities, they’re national infrastructure… Capital will rotate... Sovereignty will matter again. Now AI data centers (~50,000t of copper each), grid build-outs, electrification & defense demand are colliding with a hard truth… It takes 20+ years to build a major mine. We can’t permit fast enough. We can’t refine enough. From a lifetime of experience in the real world, it’s time for the revenge of the miners! ⛏️

@DavidPocock No, It is about miners who run OFF ROAD vehicles OFF ROAD not paying for road infrastructure. Do you see the difference? Just ignore the fact that they pay way more tax than any other industry and their employees pay heaps as well.

Researchers have identified $26.3BN a year in spending that harms biodiversity. Since 2006–07, the Fuel Tax Credit scheme (a diesel rebate) has paid out $112BN & nearly $50BN to mining alone. Let’s be clear: this isn’t about farmers, small businesses, fishers or tourism operators doing legitimate off-road work. It’s about big fossil fuel companies and large miners getting a taxpayer-funded discount while nature pays the price. We should end the handouts to major polluters and put the savings into protecting and restoring nature and backing the shift to clean, reliable energy and the regional jobs that come with it. abc.net.au/news/science/2…