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@alisterberkeley "Wow Star Casino $SGR.AX burnt though $74m in cash in the June"
X Link @alisterberkeley 2025-07-30T06:48Z 1285 followers, 1743 engagements

"Just read Ben Lyons's view on $MIN.AX from Jarden and Glyn Lawcock's view from Barrenjoey. One firm has a price target of $XX and the other $XXXXX both using a DCF approach to valuing the stock. I believe both these firms are wrong with their approaches as the mineral resources' balance sheet is stretched and as such it is an event-driven stock or a special situation. An event-driven stock creates discrete jumps in cash flows and the probability of survival or bankruptcy making a smooth DCF curve meaningless. $MIN isnt a DCF story. With $27/share in net debt this is an event-driven stock"
X Link @alisterberkeley 2025-07-31T03:13Z 1285 followers, 5947 engagements

"One way to look at $MIN.AX in the short term is through the lens of a scenario-weighted probability analysis to model upside vs. downside depending on operational execution. for example: 🎯 Bull case $XX 🟡 Base case $XX (60% prob.) 🔻 Bear case $X ⚖ Weighted valuation = $XXXXX Haul road performance + debt load = critical swing factors. Watch safety weather and FY26 capex like a hawk. #ASX #IronOre #MinRes #OnslowIron $MIN"
X Link @alisterberkeley 2025-05-28T02:52Z 1285 followers, 9713 engagements

"One lens to look at $MIN.AX is via an event-driven model (there are many others) with weighted probabilities and estimates for how #mineralresources debt stack is resolved involving guesstimates and crystal ball gazing. Here is my latest back-of-the-beer-coaster attempt with a target price of $XX. 👇#foolserrand I understand that some of these scenarios are interconnected and that it is more complex than that. 🤦♂ #speculation #backofthebeercoaster $MIN #ironore"
X Link @alisterberkeley 2025-06-30T09:15Z 1285 followers, 5701 engagements

"At Berkeley Advisory we religiously use a proprietary model called the "Dirty Thirty" to assess companies' performance. $MIN hit XX out of XX red flags across strategy operations finance reputation and investor relations. It will be an interesting ride for $MIN.AX shareholders from here as red flags in the first two categories (10/12) typically manifest in the last two categories over time"
X Link @alisterberkeley 2025-02-19T04:05Z 1285 followers, 15.7K engagements

"Mineral Resources (ASX: MIN) PreQuarterly Update View On June XX Berkeley Advisory published a probabilityweighted model with a target price of A$30.00 for Mineral Resources when the stock was around $XXXXX. As of today the eve of the Junequarter results $MIN.AX closed at A$30.10 a level we continue to view as fair value until updated guidance is released tomorrow morning. Investor Focus Points🔎 💸Operating & free cash flow 💰Net debt movement (ex-forex) 🚢 Ore shipments & extrapolated run rate 📈Lithium margins and pricing trends Base Case (Neutral): We expect the stock to drift sideways"
X Link @alisterberkeley 2025-07-29T07:22Z 1285 followers, 2396 engagements

"Only took X weeks but here we are $XX $MIN.AX $MIN 👇"
X Link @alisterberkeley 2025-07-21T04:53Z 1285 followers, 2643 engagements

"I'm just here for the $MIN.AX hot takes 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥"
X Link @alisterberkeley 2025-08-11T05:46Z 1285 followers, XXX engagements

"The $MIN.AX analysts need to ask the Chair one straightforward question: Are there any more skeletons in the closet or are you confident all the dirty laundry has been aired"
X Link @alisterberkeley 2025-08-28T22:44Z 1285 followers, 1639 engagements

"Dancing in the storm Mineral Resources $MIN.AX can grow EV (Equity $XX + Debt $27) in the short term if the market prices in higher earnings lithium / IO optimism or a project ramp-up milestone without significantly paying down its $27/share or $5.4bn debt. However to sustain the recent rally and EV growth optimism must convert into CFADS: cash flow available for debt service. Without it the market will re-rate the equity downward. In the medium term flat debt and weak CFADS will stall EV. Equity will be crushed in the long term if $MIN doesnt deleverage or lift earnings enough to reduce its"
X Link @alisterberkeley 2025-08-06T08:11Z 1285 followers, 2955 engagements