Cisco
“Old vs “New” Commodities – Who Outperforms?
“Old vs “New” Commodities – Who Outperforms?
#Commodities #Outperforms
“Money of Mine”
Mining news doesn’t stop… we’ve got 3 crackers today. 1. Whitehaven 30% of Blackwater + share their full year results 2.
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This WHC story just highlights the need to boot that Qld gov"t out of office next elevtion. They are taking those coal royalties and pissing it away on wind farms.
I really wonder how underground mining for Lithium is going to compete against the high grade Brine projects in Argentina/Chile further down the line – there's a monumental difference in costs.
Whitehaven is a top 3 holding in the portfolio. Coal as a sector is roughly 30%. Swamp shit for the win 😂😂😂
Guess Whitehaven can go back to buybacks or higher dividends now?
Doing biz in Aus becomeing super expensive every passign year due to rampant cost of living feeding wages higher. Mining sector valuation keeps sinking relative to tech and banking sector
JD has to be commended for being a rather steady hand. Just sticks to the facts and clicks along. Reads between the lines well. It's rather impressive.
Gas and coal, both in the top 5 most important commodities in Australia! The climate change activist (aka fools) still think the renewables will power this country, fools! Every major project failing- FMG failed, Ampol failed, next to fail is Sun Cable.
Funny how it’s only politicians like Mr Bowen that can live in delusion, must be good working for the government.
So why was everyone bagging Yancoal . And knocking the price down 20% when they are positioning themselves for the next 20-30 years . Much more profits and dividends to come .
Generating electricity from brown coal costs about 1 cent Kwh. Really.
Having a good day. Brought WHC since the BMA merger. Feeling some vindication today.
The simple rule holds; BHP sells, buy the new owner
Corvette – the biggest lithium deposit that can’t get developed because funding isn’t possible at these levels. That Capex bill looks horrific, and after paying it, they’ll have a mine that can’t actually make a profit.
Go Straya !
Good stuff people
what happened to brooks?
Whitehaven set the new gold standard for M&A. Yancoal take note please. Proud to be shareholder. Go Australia!
Where is trav?
Coal fever!