Recent content by Sean K

The last 250 bucks on AUD POG has taken about 4 business days. Logic says this is not sustainable, but it's fun to watch for now. Almost draws a laugh. Silver still lagging. It will catch up...

I agree on the disconnect between what is supposed to be growth story, potential supply demand shortfall, and what was extremely good sentiment only a short time ago. Maybe that run to $105 was it? All done. Those advanced explorers who didn't get to FID, lock in off-takes and start building...

Thus Spoke Zamarket. @Dona Ferentes Not quite.

Mick, I think my stock codes are a little off. I think I tipped FFM, HCH, PDI, SVM. SK

I think they're going to have to wait for a long term base in copper prices well above what they've put in the PFS models. Maybe $7-8lb? Could happen in the next decade. I've been googling to try and find out why the directors left or were booted and there's not a thing out there. Very dodgy...

This is a pretty good indication of what's happened to the so called 'critical minerals' and rare earths in general. I don't think anyone would have thought these things would have fallen over so much since their highs in 2011. Not sure what's going to turn them all around except for the prices...

GDXJ is still off long term highs and wayyyy off very long term ATHs. Not sure if the very long term chart is valid. How can it be that far off ATHs? Maybe things went crazy for the junior goldies just before 2010.

Just goes to show that stocks will move with the market, not necessarily with the commodity. There's going to be lots of zig zagging and chopping and changing over the next couple of years and more.

One thing to smile about today.

I've already topped up the last week or two. Too early by the looks. But, ready to add some more IOZ and VGS if it keeps going.

Did I miss something this morning? Must be US Stock Futures.

They've miraculously got this out in Q1, which they will claim is 'on time'. Capex for the sea water looks OK but the desal will blow punters sox off. I think US1.4b is well over A$2b. IRRs below 20%. Who is going to give them the money to do this? Maybe the other copper mines up the hill...

I actually thought the Night Parrot was an Dreamtime myth. :confused:

I'm tipping a ALP-Green coalition as a result which is going to be disaster for our country. At least for the next 3 years by which time I hope the people wake up to the far Left ideology of the Greens. A minority government forced into a pact with the Greens or the teals would set the...

What are the chances that someone from the EDO has a recording of a Night Parrot and then crept out there and played it? Rio Tinto has redrawn its plans for Australia’s next big copper-gold mine after the shock discovery of one of the world’s rarest birds within its project perimeter. The...