Sports/News/Resources/Tech Value Cycle Investor/Trader with an appetite for “Considered Risk”
Joined May 2016
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the technician retweeted
Polands President now has to do what is necessary.
He needs to rally his supporters,the polish people and then throw Tusk and his collaborators in jail.
There is no more mucking around.
the technician retweeted
Lithium earnings look strong. Rare earth prices are holding up. Yet critical minerals equities keep sliding, and GFEX is telling a different story.
What's driving the disconnect? We dig in with Tomasz Nadrowski.
Plus, an update from @FirstPhosphate on resource growth and project financing.
(00:00:00) Earnings, Elections and the Critical Minerals Selloff
(00:03:50) Lithium Earnings Strong, GFEX Disconnected
(00:07:32) LME Week Takeaways From a Veteran Trader
(00:10:49) Two-Tier US Economy, Oversold Materials
(00:14:17) Brazil and Israel Elections Rattle Markets
(00:19:48) Why Critical Minerals Equities Sold Off
(00:27:09) Why Equities Diverge From Metal Prices
(00:31:37) Where Investors Can Trade the Volatility
(00:37:50) Winners, Policy and the Valley of Death
(00:40:43) Brazil's New Mining Law and Election Fallout
(00:45:18) Israel, Canada and the US Midterms
(00:51:17) Rare Earth Truce and China's Leverage
(00:58:29) Why Lithium Pricing Is Hard to Trust
(01:06:28) $PHOS Update
the technician retweeted
CQ3/26 lithium results from @GroupeEramet were stable with LC output of 4.3Kt, down slightly q/q due to a maintenance shutdown. Realised price of US$17.6/kg pretty good, and company says that plant is running at full capacity utilisation in October.
the technician retweeted
$EREMET just quietly going about it , US$53 million in projected lithium EBITDA for the quarter and growing prices are stable for BG CAM lithium which was all purchased by China cathode plants all while reducing OPEX to a little over US$5000 pmt 👊💯🔥
No wonder expansion is key
$EREMET just quietly going about it , US$53 million in projected lithium EBITDA for the quarter and growing prices are stable for BG CAM lithium which was all purchased by China cathode plants all while reducing OPEX to a little over US$5000 pmt 👊💯🔥
No wonder expansion is key
the technician retweeted
Israeli-Linked Cargo Ship SINKING After Russian Drone Strikes in the Black Sea
The ship reportedly carried 421 containers of lithium-ion batteries, chemicals, acids, and materials used in ammunition production. The footage allegedly shows a ZIM-linked vessel struck by Russian drones.
The vessel's identity, cargo, and circumstances of the attack remain unverified.
the technician retweeted
Thanks to Jordan Roberts from Project Blue for pointing out the disconnect between spot prices and the GFEX. It is substantial and extended and suggests that the market itself does not agree with current GFEX pricing...
the technician retweeted
🚨 HOLY SMOKES!!! TRUMP’S TRADE SHOCKWAVE: U.S. Trade Deficit COLLAPSES by $100 Billion – CNBC STUNNED as Trump Destroys 20 Years of Globalist Lies | “Buckle Up, THIS IS UNREAL!”
🔥 President Donald J. Trump just crushed the U.S. trade deficit, slashing it from $136 billion to just $29.4 billion — the lowest in nearly 20 years. CNBC anchors are in shock, forced to admit Trump and Scott Bessent were right all along. Reagan-level economics. America First triumphs again.
the technician retweeted
And the atypical price/inventory relationship goes on...GFEX Lithium Carbonate down 8% today yet inventories continue to fall... What's that word? Mani...Manipula...Manipulation?!
the technician retweeted
Forget Halloween… Victoria's been living in a horror movie for years 🎃👻💀
#auspol #springst #nightmareonspringst #trickortax #halloween #trickortreat
the technician retweeted
PLS delivers record Pilgangoora lithium production
australianmining.com.au/pls-…
the technician retweeted
Tourism Australia should use this video to promote tourism in Australia
Doesn’t get more Australian than this 🇦🇺
the technician retweeted
@pls_global strong set of results with output up 25% q/q although shipments were slightly depressed on timings. Price realisation was excellent at US$2077/t SC6 and costs fell substantially from last qtr although mgmt guided to seasonally higher costs over the next few qtrs. Mgmt highlighted continued strong dmd.
the technician retweeted
$PLS has signed a 20-year power agreement with @FortescueGlobal for Pilgangoora, which is expected to reduce P2000 unit operating costs by ~$15-20/t while supporting lower-emissions intensity power, operational reliability and future growth⚡
🔗 Read more: pls.com/news/power-agreement
#Energy #Lithium #ASX
Not far off peeps PLS quarterly out $2.2 billion in cash after paying a franked dividend $2.7 billion in liquidity and over $560 million in revenue $442 million in EBITDA 👀👀👀👀👀👀👀
