Usually Fintwit. NEVER buy/sell on my tweets. Investing in the shitcos of yesterday. AUS/US mostly. Pronouns: Long/Short

Australia
Joined November 2009
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On a fwd looking basis you will struggle to find a company of this size, quality & lifespan cheaper on Earth. Boom boom boom go the drums... 🪳🥁 $YAL.AX #coaltwitter
The mrkt did this last cycle too w/ a long lag before the equities responded & when they did it was aggressive. I believe it's due to the lack of coverage both domestically & globally in addition to the 3month contract lag.. once the reported earnings flow through, the fire will properly ignite as the mrkt goes "omg look at that cash flow".. 🥶❄️☃️ #coaltwitter #TTF #LNG #Rott #NEWC $WHC.AX $YAL.AX $NHC.AX $SMR.AX $TER.AX $BTU $TGA.L $GLEN $COAL
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Lithium - one of the issues playing out right now:
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The government is being warned of a potential surge of people paying the Tax Office by credit card, without incurring a fee and while earning reward points. ebx.sh/KSyFrR
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is this the only software stock on asx that’s “working” 🤷🏻‍♂️😵
$BVS pushing up into prior supply area - note sell side strength on two previous pushes - look for sell side weakness in a test back into the the supply line then price holds it. Signal is a strong buy side bar away from it #asx
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Coal is roughly 80% cheaper than LNG, encouraging Asian and European buyers to increase coal imports ahead of winter. @SlavEnergy explains why price-conscious gas buyers are betting on energy security in her article this evening on Oilprice.com
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If the Reserve Bank of Australia proceeds with a widely anticipated rate hike next month, repayments on a median-priced home will consume 37.4 per cent of a typical household’s income. ebx.sh/ucQVUn
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$RZI.AX .. all I can say is ouch! Very disappointing. Feel like this may have been known for a while and possibly why the previous CEO left. New CEO will now have to take on the fall out.
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🚨 NEW: Victoria (state) voting intention 🟦 L/NP: 30% (+1) 🟥 ALP: 24% (-) 🟧 ONP: 24% (-1) 🟩 GRN: 16% (+1) ⬛️ OTH: 6% (-1) Two-party-preferred 🟦 L/NP: 56% (-) 🟥 ALP: 44% (-) ALP vs ONP 🟥 ALP: 55% (+2) 🟧 ONP: 45% (-2) RedBridge/Accent | 2-8 Oct | n=1008 | +/- 1-14 Sep
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Polymarket
@PolymarketOct 10
JUST IN: UAE officials reveal the Flydubai co-pilot hijacker became radicalized while studying in Australia.
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Australia Inflation Expectations on the rise again Hulkster @_warrenhogan warned us 🤷‍♂️🤷‍♂️🤷‍♂️🍻🍻🍻
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What has the government done to the Eastern Suburbs property market. This was a $7m house before the budget.
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Robin Dods : Fenton Capital
@toy59496Oct 6
Metric Partners afr.com//companies/financial… Well that aged well.
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Aussie retail investors getting ready for the Firmus float
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🚨 NEW: Federal voting intention 🟧 ONP: 28% (+1) 🟥 ALP: 25% (-1) 🟦 L/NP: 21% (-) 🟩 GRN: 15% (+1) 🟪 CSA: 1% (-) ⬜️ IND: 5% (-) ⬛️ OTH: 5% (-) Two-party-preferred 🟥 ALP: 52% (-) 🟦 L/NP: 48% (-) ALP vs ONP 🟥 ALP: 53% (-2) 🟧 ONP: 47% (+2) YouGov | 29 Sep-6 Oct | n=1500 | +/- 15-21 Sep
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It’s curious that a big 4 accounting firm is seeking a $100m loan facility What assets sit on its balance sheet ?
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BREAKING: 🇪🇺 Euro crashes to a 17-month low against the dollar. Euro is on track for its fifth straight weekly decline as political and fiscal risks rise across the region.
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probably nothing ☕️☕️☕️🫖🫖🫖
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There is a suspected plague outbreak in Siberia Russia which has forced 5 hospitals into quarantine the white house has reportedly been briefed.
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Tendência de votos no exterior: 🇧🇷Flávio Bolsonaro — 61% 🟥Lula — 26% No 1º turno de 2022, no exterior, Lula teve 47,17% (138.933 votos) e Bolsonaro 41,61% (122.548 votos).
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@levelsio
@levelsioOct 4
🇧🇷 Flavio Bolsonaro (the son of Bolsonaro) is at the lead with 63% odds of winning the Brazilian presidential elections today Lula (the current president) is at just 37% Lula is left-wing and promises free money to the poor people and that's how he keeps winning Flavio Bolsonaro is right-wing, and the son of the previous president Bolsonaro who was jailed after allegedly organizing an attack by his supporters on government buildings in Brasilia on January 8, 2023, a literal copycat of the January 6, 2021 Capitol attack exactly 2 years and 2 days later but in Brazil! In the US, Trump got cleared of that, but in Brazil, Bolsonaro got jailed for 27 years because of that Brazil reminds me of South Korea where every new president tries to jail the previous president, it's a different type of politics Many Brazilians don't like either Lula or Bolsonaro by the way, realizing the system is so corrupt it doesn't really matter who you put in power, so they essentially protest vote for one to avoid the other, not liking either One interesting thing about Brazil more recently is how the Supreme Court judges are allegedly used by the ruling president to influence politics, censoring speech against the current government (again quite similar to what Biden was doing) Brazil's politics to me feel very heavily influenced by the US but with a 2 year delay because when US has elections in 2024, Brazil has them 2 years later in 2026. Their political swings have always followed the US ever since they started getting elections with just 2 exceptions in 2000 and 2004 (Bush in US vs Lula in BR) Knowing how accurate @Polymarket bets usually are (it predicted Trump winning in 2024 when the media said he'd lose) this will be very interesting. Funnily enough Lula has banned Polymarket and other prediction platforms in April this year, probably out of fear it'd influence the elections If Bolsonaro wins, many people predict the Supreme Court judges will try annull the election and declare it faulty, which will be another period of drama in Brazil!
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