Ultimate Pursuit of Fuck You Money!
Joined March 2013
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F You Mining retweeted
BREAKING: Ukraine has struck the bridge carrying one of St. Petersburg's main oil port access routes, the span over the Korabelny Fairway that links the port districts to the Ring Road and the federal highway network.
This makes it the third target in the massive overnight raid, following the strike on the St. Petersburg oil port, and the VK data center near the city.
It is the largest drone attack yet on St. Petersburg.
F You Mining retweeted
I feel more comfortable owning oil stocks when they're out of favor.
When I started my professional investing career in 2007, there were ~200 oil & gas focused public equity funds.
Now there are almost none.
I'll take it! 🦬
F You Mining retweeted
The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.
F You Mining retweeted
Given yesterday, why is $TSLA selling off 3%? Thought it was an impressive event. Obviously the market didn't. It's share price sure needs that rocket boost.
F You Mining retweeted
Warsh and the Fed are not idiots. They know better than hiking into an energy supply shock while wage growth decelerates.
F You Mining retweeted
Someone tell the algos/CTAs etc. shorting gold stocks that that US real yields have neutralized today's CPI report.
F You Mining retweeted
Cash, gold and tech stocks.
Investors just poured $166 Billion into Money Market Funds over the last week, the largest weekly inflow since Covid 🚨
F You Mining retweeted
Ouch. Bank of Canada in a rock and a hard place, hike rates into this and protect the CAD or let the CAD drift even lower.
CANADA LOSES 68,300 JOBS IN SEPTEMBER, FAR WORSE THAN EXPECTED
Canada's economy shed 68,300 jobs in September, sharply missing forecasts for a 9,200 gain.
The unemployment rate rose to 6.5%, while both full-time and part-time employment declined.
The services sector lost 52,300 jobs, with labor force participation falling to 64.8%.
Meanwhile, annual wage growth accelerated to 2.3%, complicating the inflation outlook.
F You Mining retweeted
HECLA MINING | $HL 🇺🇸 | $HL.CA 🇨🇦
Hecla is drilling toward history.
At Keno Hill, the high grade Bermingham Deep trend has now been traced over 800 feet toward the historic Hector Calumet mine, which produced more than 96 million oz of silver. Recent drilling included 62.7 oz/t silver over 10.2 ft.
Meanwhile, Hecla has increased its 2026 Nevada exploration budget to $16M, more than 3x 2025 levels, targeting Midas, Hollister and Aurora.
And at Lucky Friday, the surface cooling project reached 88% completion, supporting the mine over its long reserve life.
A lot happening across Hecla’s portfolio right now.
F You Mining retweeted
.@MagnaMining $NICU.NE $NICU.TO
Huge news!
You had me at “-leaving a calculated net initial funding requirement of $8.6 million.”
-Assuming base case commodity prices, the Levack PEA estimates payback in 0.6 years with a base case after-tax Internal Rate of Return (“IRR”) of 92.4% and an after-tax NPV7% of $227.0 million. Pre-tax cash flows in 2028 and 2029 are estimated to be approximately $96.5 million per year.
(1 Base case price assumptions: US$5.10/lb Cu, US$8.00/lb Ni, US$20.00/lb Co, US$3,600/oz Au, US$1,500/oz Pt, US$1,200/oz Pd, US$45.00/oz Ag; CAD/USD $1.385.)
-payable copper equivalent (“CuEq”)1,2production of 36.8 million pounds (“lbs”) at all-in sustaining costs (“AISC”) of US$3.71 per CuEq payable pound2
🦄Excellent work! 36.8 million cueq a year from Levack = $348 million CAD in annual revenue at today’s spot prices 44% Ebidta margin = $153 million in annual Ebitda, add in McCreedy and Crean Hill easily $250-300 milllion annually Ebitda, that’s without R2, Podolsky, M&A more discoveries.. Billions in MC to be unlocked through 2028🦄
ceo.ca/@GlobeNewswire/magna-…
F You Mining retweeted
The worst things about sports:
1. The Pat McAfee/Jason Kelce/barstoolification of the media
2. Commercials
3. Ticket prices/$15 beers
4. The rest of the traditional media
5. Proliferation of online sports betting
What else am I missing? 🤔