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@smoothinvesting "Nice result over at $SMR. Great to see BS improvements too - def my fave met play (& $HCC). My Q to the $WHC.AX holders out there why not just hold a production weighted combo of $SMR.AX & $YAL.AX Surely you can't like the assets more with how BW & NSW have been performing"
X Link @smoothinvesting 2025-07-28T04:47Z XXX followers, 4138 engagements

""Why is the market not pricing in the higher gold price in the miners" $NST.AX 👇"
X Link @smoothinvesting 2025-04-28T22:42Z XXX followers, 3617 engagements

"Back on the $PAC.ax train after mostly selling out in the last $XX BB. Net didnt make a lot of $ however given the current NAV discount its a decent place to park some excess cash. $ABL equity isnt a decent % of NAV so less fear around that biz 1/2"
X Link @smoothinvesting 2025-10-09T02:47Z XXX followers, XXX engagements

"This time of year I'm always reminded of the importance in having a margin of safety. Business disruptions surface and don't care about your hypothetical investment thesis. Policy changes tariffs competition etc. $IEL.AX $TWE.AX (none held)"
X Link @smoothinvesting 2025-06-02T23:44Z XXX followers, XXX engagements

"Cracking convo between an investment banker and a lawyer about the quality of civil engineering at $MIN.AX (Genuinely great episode gents)"
X Link @smoothinvesting 2025-07-29T23:07Z XXX followers, 6200 engagements

"@JasonPhill40479 What's your read Not sure if a takeover is imminent. but $XXXX is your floor price if the counterparty is interested. However given the scale back last time on the bb you don't have a guarantee 'out' - so downside at $XXXX is probably not zero"
X Link @smoothinvesting 2025-10-20T05:02Z XXX followers, XX engagements