#  @LambDownUnder LambDownUnder LambDownUnder posts on X about gold, in the, $pdn, cash flow the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1810164251161669632/interactions)  - [--] Week [-----] -81% - [--] Month [------] +36% - [--] Months [-------] +324% - [--] Year [-------] +4,815% ### Mentions: [--] [#](/creator/twitter::1810164251161669632/posts_active)  - [--] Month [--] -58% - [--] Months [---] +337% - [--] Year [---] +3,144% ### Followers: [---] [#](/creator/twitter::1810164251161669632/followers)  - [--] Week [---] -0.19% - [--] Month [---] +12% - [--] Months [---] +104% - [--] Year [---] +1,450% ### CreatorRank: [---------] [#](/creator/twitter::1810164251161669632/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [countries](/list/countries) [stocks](/list/stocks) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [musicians](/list/musicians) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [gold](/topic/gold), [in the](/topic/in-the), [$pdn](/topic/$pdn), [cash flow](/topic/cash-flow), [money](/topic/money), [$evn](/topic/$evn), [silver](/topic/silver), [debt](/topic/debt), [$nst](/topic/$nst), [$gold](/topic/$gold) **Top accounts mentioned or mentioned by** [@realhagetaka](/creator/undefined) [@mattbarrie](/creator/undefined) [@pancaku](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@lukeytrags](/creator/undefined) [@grok](/creator/undefined) [@blshigh](/creator/undefined) [@avidcommentator](/creator/undefined) [@debragrobins](/creator/undefined) [@alchemyoffinan1](/creator/undefined) [@patrickadownes](/creator/undefined) [@respeculator](/creator/undefined) [@tmfscottp](/creator/undefined) [@hsiuchinchen168](/creator/undefined) [@taipan168](/creator/undefined) [@k311126](/creator/undefined) [@aussieanarchist](/creator/undefined) [@longarmlopez](/creator/undefined) [@rationalaussie](/creator/undefined) [@ausstockchick](/creator/undefined) **Top assets mentioned** [Ninja Squad Token (NST)](/topic/$nst) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Bitcoin (BTC)](/topic/bitcoin) [Gorbagana (GOR)](/topic/$gor) [Alaska Air Group, Inc. (ALK)](/topic/$alk) [Bitgesell (BGL)](/topic/$bgl) [Strategy (MSTR)](/topic/$mstr) [Minswap (MIN)](/topic/$min) ### Top Social Posts Top posts by engagements in the last [--] hours "@TRAVmoneyofmine What's the main driver for the thesis FX rate gold price Miner costs or just lowering of multiples/further sentiment depression in the sector" [X Link](https://x.com/LambDownUnder/status/1817443482828747228) 2024-07-28T06:14Z [---] followers, [---] engagements "@TFL1728 @habomunin How is the personal savings rate tied to QE Is there a connection to demand for bonds I'm not seeing Surely the requirement for qe is driven primarily by the fiscal situation and the willingness of other parties to fund said deficit and what rate that takes place at" [X Link](https://x.com/LambDownUnder/status/1821055502492766443) 2024-08-07T05:27Z [---] followers, [----] engagements "@RichAStern Immigration and continual supply of labour keeping local wages low Not even an option" [X Link](https://x.com/LambDownUnder/status/1821712941043085512) 2024-08-09T00:59Z [---] followers, [--] engagements "@badsideofthings @Aaronsmith333 @mattjcan 'Most of the media is right wing' wake up to yourself. I'm not an elite and I'm concerned about giving any government the power to determine what is true with any infringement resulting in prison time. We should have moved past the Galileo era of institutional power" [X Link](https://x.com/LambDownUnder/status/1835599946093154373) 2024-09-16T08:41Z [---] followers, [--] engagements "@ShortInterlude2 I don't know who I'll vote for yet. But I know from the bottom up it will be greens labour liberal. Libertarian party top of ticket probably the sex or weed party after them" [X Link](https://x.com/LambDownUnder/status/1838033004251521429) 2024-09-23T01:49Z [---] followers, [--] engagements "@clairegcoleman Anyone that points to negative gearing as a panacea for house prices while ignoring immigration is not being genuine or honest. Australia's birth rate hasn't been above replacement for literally decades. The marginal demand for housing is 100% immigration" [X Link](https://x.com/LambDownUnder/status/1839422684746412504) 2024-09-26T21:51Z [---] followers, [--] engagements "@AussieAnarchist @WingedLion3 @MissPolly62 To add to this deflation doesn't stop people buying the latest iPhone or tech device when people know it will be cheaper in the future by a lot. What it does do is erode savings and inflate assets. It's nearly the entire reason for wealth inequality. Its why gold is needed" [X Link](https://x.com/LambDownUnder/status/1839455493057872079) 2024-09-27T00:02Z [---] followers, [--] engagements "@hubbidy777 @AvidCommentator @MikeBromley15 @SirPointPiper Won't happen with current world debt levels. Its not prior decades with considerably lower debt levels. Everything will fall relative to gold but we wont see nominal rates anywhere near 20%. Financial repression will continue" [X Link](https://x.com/LambDownUnder/status/1839465150400848244) 2024-09-27T00:40Z [---] followers, [--] engagements "@rationalaussie I've always said the biggest question is what is the future of unskilled labour. Not dissimilar from your point/phrasing. I don't know the answer. I hate the idea of a UBI but I can see the argument" [X Link](https://x.com/LambDownUnder/status/1840368934790549720) 2024-09-29T12:32Z [---] followers, [--] engagements "@MakeGoldGreat @DaveHcontrarian @GoldEventsAU @mendezmendezart What were his previous calls" [X Link](https://x.com/LambDownUnder/status/1841791432543379560) 2024-10-03T10:44Z [---] followers, [----] engagements "@BarrySteeleNB @abcnews How very Malthusian. We are using less land and resources to produce commodities and they are cheaper now than they have been at any point in history. Humans are very good at overcoming perceived scarcity. We are living in the most abundant time in human history" [X Link](https://x.com/LambDownUnder/status/1846693656214098154) 2024-10-16T23:24Z [---] followers, [--] engagements "@MChandlerMather Even if true magic wand waved and every investment property now becomes owned by the person renting it. Does nothing to change the supply or demand dynamic affecting current people looking for somewhere to live. It shuffles the deck chairs while qty standing remains the same" [X Link](https://x.com/LambDownUnder/status/1847403288834298106) 2024-10-18T22:24Z [---] followers, [--] engagements "@Grace481104 @MarshBrentnall @colonelhogans Of course. And rightly so but you might as well say 'the other party' is going to ban IVF or to change tact 'the other party' is going to allow dogs to be farmed for food or something else outlandish. It just appeals to anger and fear. Doesn't mean there is any truth in it" [X Link](https://x.com/LambDownUnder/status/1849773909123514797) 2024-10-25T11:24Z [---] followers, [--] engagements "@ausstockchick I don't understand the lithium hype. Apparently demand is so high for ev's yet price is near lows It's also a metal that is so plentiful and cheap to mine" [X Link](https://x.com/LambDownUnder/status/1850045747183640797) 2024-10-26T05:24Z [---] followers, [---] engagements "@patrickadownes PDN too. Seems across the entire Uranium sector. [--] months at most before a lot get a rude awakening. Particularly with the producers" [X Link](https://x.com/LambDownUnder/status/1850319077644058690) 2024-10-26T23:30Z [---] followers, [---] engagements "@Paladin_Energy Is it possible to get some answers to the below I found the quarterly update fairly lacking in information that I would have expected to be fairly forthcoming. Particularly in regards to both guidance and the price received. Noting some payment was received last quarter" [X Link](https://x.com/LambDownUnder/status/1850721869290491917) 2024-10-28T02:10Z [---] followers, [---] engagements "@newscomauHQ You cannot hate the media enough. 'Putin Drone attack'. If you clowns were reporting in the 1940's it would be 'Roosevelt plane attack demolishes Pearl Harbor'" [X Link](https://x.com/LambDownUnder/status/1871063516859314335) 2024-12-23T05:21Z [--] followers, [--] engagements "@patrickadownes I would be interested to see how the percentage of speculation compares between uranium and other markets particularly the precious metals. Could extend that to other metals like Nickel after the shit show that happened a few years ago. I'm not sure about soft commodities" [X Link](https://x.com/LambDownUnder/status/1889118110868967659) 2025-02-11T01:03Z [--] followers, [--] engagements "@patrickadownes Like the greens here they have long strayed from their original mission/priorities" [X Link](https://x.com/LambDownUnder/status/1902554929794801802) 2025-03-20T02:56Z [--] followers, [--] engagements "@OliverInWA @ausstockchick Yer I wasnt planning to sell. It kind of reminds me of RRL circa [--] months ago tbh in terms of sentiment. I hold (in order from heaviest to lightest) EVN RRL GOR NST BGL GMD BC8" [X Link](https://x.com/LambDownUnder/status/1906324627418464462) 2025-03-30T12:36Z [--] followers, [--] engagements "@OliverInWA @ausstockchick Don't ask me how my Aussie Uranium index fund is going" [X Link](https://x.com/LambDownUnder/status/1906327482602795285) 2025-03-30T12:47Z [--] followers, [--] engagements "@Just_Rad @libertarianlaws Same reason Harvey Norman has interest free. Semantics" [X Link](https://x.com/LambDownUnder/status/1907331386413084779) 2025-04-02T07:16Z [--] followers, [--] engagements "@AlchemyofFinan1 Don't think there's much in it balance sheet wise.After the recent 30% sale of blackwater whc balance sheet is very robust. Whc has better margins and more exposed to met coal. Whole sector should do well but I think met coal outperforms" [X Link](https://x.com/LambDownUnder/status/1908647448714895663) 2025-04-05T22:26Z [--] followers, [--] engagements "@GardnerRhod @AlchemyofFinan1 Would you expect spot price of those coals to increase if effectively USA production has been curtailed in the seaborne market And all else equal there is now more demand in the seaborne market" [X Link](https://x.com/LambDownUnder/status/1908794212960924079) 2025-04-06T08:09Z [--] followers, [--] engagements "@OliverInWA The only housing specific tax break is the CGT exemption on your ppor. Every other 'tax break' is applicable to any asset or investment" [X Link](https://x.com/LambDownUnder/status/1917062294149992771) 2025-04-29T03:44Z [--] followers, [--] engagements "@AusConservation Haven't got the memo yet the rest of the world is moving away from solely renewables (cough Spain) and adding nuclear capacity. What we do here is a)Meaningless in context of Global emissions and b)Economic suicide selling cheap energy to China to rebuy it as solar panels" [X Link](https://x.com/LambDownUnder/status/1919340460805390555) 2025-05-05T10:36Z [--] followers, [--] engagements "@DrCameronMurray @hillierme The comparison to cash is also not honest Cash is the root product we use to pay for things. Its not turnips cows roof shingles or CBA shares. To pay tax on interest requires no conversion to the currency" [X Link](https://x.com/LambDownUnder/status/1919604712959320354) 2025-05-06T04:06Z [--] followers, [--] engagements "@bowtiedstocks @anmollie23 My view isn't that houses necessarily go up but the currency will go down. Have no qualms using property to leverage that trend particularly when gov and RBA have consistently demonstrated they don't intend to reverse it. That and some healthy allocation to precious metals" [X Link](https://x.com/LambDownUnder/status/1921479216601637344) 2025-05-11T08:15Z [--] followers, [--] engagements "@AusBTCIndBody That would likely carry across to the precious metals and well. I can't see it having legs tbh. Aus gov will demand AUD citing legal tender laws and it's definition of money" [X Link](https://x.com/LambDownUnder/status/1924403158350242067) 2025-05-19T09:54Z [--] followers, [----] engagements "@SteveWoosnam @matt_barrie A large part because they don't have candidates or the network to adequately communicate policies I feel. The nationals experience here is far stronger if they are genuinely tossing the liberals out and stay 'common sense' on policy they could do well" [X Link](https://x.com/LambDownUnder/status/1924668786541789270) 2025-05-20T03:29Z [--] followers, [--] engagements "@TomBurkeDarwin @Joegemmola They will piss millions away on a divisive voice referendum but won't hold one that would remove their 'exemptions'. I'm shocked" [X Link](https://x.com/LambDownUnder/status/1924966812716040473) 2025-05-20T23:13Z [---] followers, [--] engagements "@alexstanczyk @rationalaussie @SenatorRennick Can't participate in capitalism without capital. You need to grow capital by investing it not just save/hoard it. Businesses valued on multiples of cashflow increased cashflow should always be the goal" [X Link](https://x.com/LambDownUnder/status/1926079033600512476) 2025-05-24T00:53Z [--] followers, [--] engagements "Inclined to agree but people have been shouting this for literally [--] decades now and why I held off buying property as long as I did. Government have shown at every slight wobble they will support it with immigration or subsidies. Housing debt is also such a systemic risk to our banking industry that it will be bailed out with rate cuts to maintain stability. The currency (Pacific Peso) will continue its march downwards in purchasing power the masses and politicians will blame rich people price gouging and evil corporates for the ensuing inflation and life will keep on. Its a shame to see" [X Link](https://x.com/LambDownUnder/status/1926985623698620809) 2025-05-26T12:55Z [--] followers, [----] engagements "The government doesn't need to be involved. I wouldn't trust them to manage the keys to their wallet. We don't need .gov to do anything other than allow individuals to freely trade and transact in it. Rennick may be wrong in understanding but correct on the approach from gov" [X Link](https://x.com/LambDownUnder/status/1927453274518474965) 2025-05-27T19:54Z [--] followers, [---] engagements "There is literally dozens of ways to achieve the same goal without it being a tax on unrealized gains. Stop misrepresenting the complaints against the tax change it. Here's [--] off the top of my head - [--]. Look at reduced concessional contributions above a threshold [--]. Look at taxation in pension phase above a threshold [--]. Look at taxation rates in accumulation phase above a threshold The issue is the unrealised gains part of the tax" [X Link](https://x.com/LambDownUnder/status/1927663512727498776) 2025-05-28T09:49Z [--] followers, [---] engagements "I'm not familiar with where that is from but I imagine an Austrac law which should be rescinded/cancelled. FWIW I have had my bank account queried when I have transferred to a CFD brokerage. While I detest banks at the best of times they are between a rock and a hard place with laws on the one hand they are abused for asking what a customer is doing with their funds while simultaneously berated for not doing enough to stop scams. With the definition for a scam being 'customer sent funds to some dodgy operator'. I'd like banks to stay out of my customers business and for everyone to take" [X Link](https://x.com/LambDownUnder/status/1927904803650424897) 2025-05-29T01:48Z [--] followers, [--] engagements "@EricLDaugh @grok is this true" [X Link](https://x.com/LambDownUnder/status/1928314518716678319) 2025-05-30T04:56Z [--] followers, [--] engagements "@bayanimills Anyone with AUD denominated debt" [X Link](https://x.com/LambDownUnder/status/1928991099424473213) 2025-06-01T01:44Z [--] followers, [--] engagements "@Neutron2261 @AvidCommentator I was replying to the posters comment initially. "The ironic thing is if Australia truly wanted to go it alone geopolitically we'd have to spend 2.5x or more on defence."" [X Link](https://x.com/LambDownUnder/status/1929505175930028048) 2025-06-02T11:47Z [--] followers, [--] engagements "$PDN and wider Uranium sector is a freaking yo yo" [X Link](https://x.com/LambDownUnder/status/1930063655858778586) 2025-06-04T00:46Z [---] followers, [---] engagements "I like Rennick and he got my vote but I think he is referring to defined benefit schemes which I would agree are a Ponzi. The cash largely isn't invested in anything and relies on inflows greater than outflows . Superannuation in Australia (as much as I think it should be optional) isn't really the same. It's your cash specifically set aside in what is essentially a gated trust until [--]. That structure can hold nearly any asset or makeup. As foolish as it would be you could do 100% cash. You getting your cash at retirement doesn't depend on new entrants. If the argument is 'oh but when" [X Link](https://x.com/LambDownUnder/status/1930402854386426106) 2025-06-04T23:14Z [---] followers, [--] engagements "@martypartymusic I love seeing all the crypto and new btc peeps clamour for government involvement and rules. Literally the opposite of the decentralised and freedom that old btc adopters wanted. Satoshi would be embarrassed at what happened to the adopters" [X Link](https://x.com/LambDownUnder/status/1930508205961928964) 2025-06-05T06:13Z [---] followers, [---] engagements "@MickamiousG What is this 'super is a ponzi' parroting that's popped up lately. It's a structure not an asset itself. I don't need fresh money coming into super for me to withdraw mine. Exactly the same with any investing outside of super" [X Link](https://x.com/LambDownUnder/status/1930603896617218155) 2025-06-05T12:33Z [---] followers, [--] engagements "Then say fiat is a ponzi and I would be somewhat sympathetic due to debt based money requiring constant credit creation to satisfy existing obligations. Singling out superannuation as a Ponzi implying that other forms of investing are not is incorrect. Once more for people at the back there is nothing specific about superannuation that makes it a ponzi anymore than investing in anything is. Might as well say setting up a corporation is a ponzi relative to running things as a sole trader" [X Link](https://x.com/LambDownUnder/status/1930632785028591743) 2025-06-05T14:28Z [---] followers, [--] engagements "@Jack_Dostine @bowtiedstocks I remember seeing some a few months ago but can't recall where. The tldr was an argument for the last decade or so favouring passive over active investing is likely to change in the next few years. Not sure if the paper was singing from its own song sheet a little though" [X Link](https://x.com/LambDownUnder/status/1931499863319122172) 2025-06-07T23:53Z [---] followers, [--] engagements "Add to this a lot of miners ( $PDN $BOE etc) have large short positions likely to exacerbate this move to the upside. ".With uranium entering its next bull-phase we see a narrow window to accumulate miners before replacement-rate contracting starts in a structurally undersupplied market. - Citi. #uranium ".With uranium entering its next bull-phase we see a narrow window to accumulate miners before replacement-rate contracting starts in a structurally undersupplied market. - Citi. #uranium" [X Link](https://x.com/LambDownUnder/status/1931509065286643724) 2025-06-08T00:30Z [---] followers, [---] engagements "@SloCan68 Are you now holding $PDN with the merger with fission Or have you rotated out now with new ownership" [X Link](https://x.com/LambDownUnder/status/1931533619635663337) 2025-06-08T02:07Z [---] followers, [---] engagements "And make super optional for those above a threshold. Say 500k. Once you've hit that you can choose to contribute to super or not. Also not against the tax raising to 30% above $3M either. The unrealised gains part is the sticking point and turns principle of taxation on its head and an outright scary precedent for anyone on the young side" [X Link](https://x.com/LambDownUnder/status/1932207230818160759) 2025-06-09T22:44Z [---] followers, [--] engagements "$MIN has had quite a rally from the lows if you were brave/lucky enough to grab below $15. Bit of resistance here though to be aware of. Technically really need that prior low of about $18.50 to hold. I'm synthetically long via a short put but have taken the opportunity with recent rally and volatility to roll it out and lower the strike for a pretty decent credit. There is still a lot of risk with the haul road and Onslow rates and it needs to prove itself over the next [--] months. If $MIN can hit targets I can see this back over $40 a share this time next year. The lithium assets are nice but" [X Link](https://x.com/LambDownUnder/status/1932605004495663173) 2025-06-11T01:05Z [---] followers, [--] engagements "Is $PDN actually going to hold above the $6.50 level today Still sitting at about 15% of the float short. Once we clear $6.50 definitively we should see a run to $8 in fairly short order. Depending on where shorts were put on (those from $17 will be fine) that kind of move could get squeezy" [X Link](https://x.com/LambDownUnder/status/1932975958157635850) 2025-06-12T01:39Z [---] followers, [---] engagements "Be nice if we could manage this in Australia instead of bickering and heading down a path of de-industrialisation at the behest of a C02 target. C02 which is not emitted by Nuclear. Equivalent solar land is over [----] acres. (that's 1000x more land for those keeping score at home) while generating power for at most 8hrs a day (being generous) so we still need gas infrastructure as well as battery infrastructure all while paying through the nose for the privilege. Pound for pound the AP1000 is the smallest modular reactor. [--] factory-made modules assembled on site to generate over a gigawatt of" [X Link](https://x.com/LambDownUnder/status/1933505955528106004) 2025-06-13T12:45Z [---] followers, [--] engagements "There's the smash through $6.50. $PDN It's on. Is $PDN actually going to hold above the $6.50 level today Still sitting at about 15% of the float short. Once we clear $6.50 definitively we should see a run to $8 in fairly short order. Depending on where shorts were put on (those from $17 will be fine) that kind of move https://t.co/wrxinNQHy6 Is $PDN actually going to hold above the $6.50 level today Still sitting at about 15% of the float short. Once we clear $6.50 definitively we should see a run to $8 in fairly short order. Depending on where shorts were put on (those from $17 will be" [X Link](https://x.com/LambDownUnder/status/1934412196483940371) 2025-06-16T00:46Z [---] followers, [---] engagements "@patrickadownes Gift horses and mouths. Concern is knowing uranium equities it will be down by twice as much tomorrow" [X Link](https://x.com/LambDownUnder/status/1934412444014952682) 2025-06-16T00:47Z [---] followers, [---] engagements "By god that company is hopeless. My worst ever investment and I learnt a lot. Took the tax loss and sold out just after it split of leonara to GMD (look how that's performed.) Anything with SBM or the management just turns to shit. Couldn't get laid in a brothel with a fistful of fifties" [X Link](https://x.com/LambDownUnder/status/1934464535836217453) 2025-06-16T04:14Z [---] followers, [---] engagements "@TaxPawspective Make super optional once you have a certain account balance. I understand the argument to ease pension obligations but if you're penalising someone for having to much (proposed unrealised gains) then make super contributions optional for those that have say a $500k balance" [X Link](https://x.com/LambDownUnder/status/1935254913824751667) 2025-06-18T08:35Z [---] followers, [---] engagements "Take 20yo making median full time wage and contributing the required amount to superannuation (no extra) with 2% wage growth. They will hit $3M by [--] with a CAGR of 7.7%. Lower then the historical performance of most stock markets. Anyone making above median or making extra contributions will hit it far sooner" [X Link](https://x.com/LambDownUnder/status/1935567109893091837) 2025-06-19T05:15Z [---] followers, [--] engagements "Big move down in EVN. Almost 18% off the high. Needed a breather and some broker downgrades added to it. Quarterly will be out in a few weeks and expecting the move up to continue on the back of strong copper and gold prices. Bought more here today very healthy margins cash balance and growth outlook" [X Link](https://x.com/LambDownUnder/status/1935571896176881864) 2025-06-19T05:34Z [---] followers, [--] engagements "$EVN is added to the ASX50 from start of trading 23rd Jun. They report Quarterly numbers on 16th July. The stock is down 20% from its high a couple of weeks ago. Just a pullback IMO and a much needed breather. UBS did downgrade its outlook which added to it" [X Link](https://x.com/LambDownUnder/status/1935935813164187951) 2025-06-20T05:40Z [---] followers, [---] engagements "Jun QTR if they hit similar production to Mar Qtr (180k gold 19k copper) and hit capex guidance etc I'm expecting about $280M Group Cash flow (Mar - $207M) EVN dividend policy is 50% of cashflow. If we look at the full year as being $760M (if they hit my estimate of $280M for Jun QTR) 50% pay-out implies 19c for FY dividend or a $0.12c final dividend taking into account the $0.07 already paid. This will be the bulk of the cash from the qtr paid out ($238M) in dividends and we won't see net debt drop below $1B this FY (but will be close)" [X Link](https://x.com/LambDownUnder/status/1935935817798791262) 2025-06-20T05:40Z [---] followers, [---] engagements "Looking at FY26 if we just assume it is going to look like four times the Jun QTR we have nearly $3B EBITDA $1120M in Group cashflow and FY26 dividends of 28c assuming spot stays static. At $7.80 a share that's [---] times EV/Cashflow. (I dislike PE for mining companies due to high depreciation and funny business). If we further assume no growth (there will be) by the end of FY27 we will have a debt free company and more cash than they knows what to do with. Selfishly what I would REALLYlike to see at the FY results is the institution of a buyback. Instead of a 12c final dividend keep a 7c" [X Link](https://x.com/LambDownUnder/status/1935935822110601721) 2025-06-20T05:40Z [---] followers, [--] engagements "$EVN is my largest holding however (and I lucked out here) bought my first parcel of $NST as a result of their buyback program at $7.30 (wish I did more then.) EVN has the cashflow we are undervalued IMO and we can bring in a small buyback and maintain a healthy dividend payment to keep the boomers happy while still sticking to the existing policy of 50% cashflow returned to shareholders" [X Link](https://x.com/LambDownUnder/status/1935935826250416298) 2025-06-20T05:40Z [---] followers, [---] engagements "@BLSHigh Yes but not the enterprise value. Speaks more to the level of debt being carried than the valuation of its mining services" [X Link](https://x.com/LambDownUnder/status/1937786433596784881) 2025-06-25T08:14Z [---] followers, [--] engagements "@MickamiousG I have. Wasn't a particularly high profile case but the experience was interesting but also a bit eye opening just how deliberations in the jury room can go in an emotionally charged case with little evidence" [X Link](https://x.com/LambDownUnder/status/1939528251195756732) 2025-06-30T03:35Z [---] followers, [---] engagements "@BLSHigh $PDN still stubbornly high. Says there's a bit more upside in $PDN from here given remaining shorts to close. Or shorters still see downside to $PDN and are willing to suffer through a little upside pain. Coin flip how to interpret data sometimes" [X Link](https://x.com/LambDownUnder/status/1939888696993755298) 2025-07-01T03:28Z [---] followers, [---] engagements "Victoria is the only place that actually rolled out anti-investor policies. Brisbane increased a lot more than Melbourne fell. You can see it in CBA reports housing credit is still expanding nationally. I don't disagree that most are oblivious to risks and I'm not buying into a highly levered property here. But if I needed somewhere to live I don't think I'd dick around too much either particularly given the cost of (and direction of) rents in most locations" [X Link](https://x.com/LambDownUnder/status/1940260177779073121) 2025-07-02T04:04Z [---] followers, [--] engagements "Market seems to have forgotten just how many oz $NST are sitting on. This below announcement was put put less than [--] months ago. I can't stress how many oz this is or that this does not include Hemi. -Spending the capex now to increase rates/throughput will yield results over that [--] year horizon. Short term those that bought the stock hoping for quick gains on the back of gold price will leave but for those with a slightly longer time preference this is a buying opportunity here among the carnage. I already have a fair holding of $NST but I topped up more today sub $17. Will be running some" [X Link](https://x.com/LambDownUnder/status/1942095406458089793) 2025-07-07T05:36Z [---] followers, [---] engagements "$BOE Shorts have been closing out fairly aggressively the last month or so. $PDN has largely remained unchanged and has now taken the top spot for the most shorted stock on the ASX. Not sure what to make of it explicitly. The broad Uranium sector is still undervalued and I would be nervous holding shorts here" [X Link](https://x.com/LambDownUnder/status/1942204910369743273) 2025-07-07T12:51Z [---] followers, [---] engagements "@dog_man_77 @AvidCommentator I think your last few words are the important ones here. I think you would be surprised just how many people outside your circle don't use an offset understand it or otherwise don't have what I would call 'moderate financial literacy'" [X Link](https://x.com/LambDownUnder/status/1942433849146778076) 2025-07-08T04:01Z [---] followers, [--] engagements "@evcricket @FootnotesGuy I'm sure you seek out the highest interest rate on your mortgage" [X Link](https://x.com/LambDownUnder/status/1943850144090534177) 2025-07-12T01:49Z [---] followers, [--] engagements "@PeterSchiff Why is @Tether_to adding gold to its balance sheet " [X Link](https://x.com/LambDownUnder/status/1943965744070635911) 2025-07-12T09:28Z [---] followers, [--] engagements "Jesus Christ mate learn some paragraphing formatting general structure but most importantly release the damn Epstein list. Maxwell is innocent Or who exactly was she trafficking children for Donald J. Trump Truth Social 07.12.25 05:21 PM EST Whats going on with my boys and in some cases gals Theyre all going after Attorney General Pam Bondi who is doing a FANTASTIC JOB Were on one Team MAGA and I dont like whats happening. We have a PERFECT Donald J. Trump Truth Social 07.12.25 05:21 PM EST Whats going on with my boys and in some cases gals Theyre all going after Attorney General Pam Bondi" [X Link](https://x.com/LambDownUnder/status/1944195568840089688) 2025-07-13T00:41Z [---] followers, [--] engagements "@MisterUppy What happened to silver in Jan [---] when lease rates were higher" [X Link](https://x.com/LambDownUnder/status/1945019380602966408) 2025-07-15T07:15Z [---] followers, [---] engagements "$EVN results today. The full year cashflow came in at $787M against my estimate of $760M. The conference call: - ruled out any expectation of a buyback 😢 but reaffirmed their dividend policy of 50% cashflow. Expecting 12c Final to be announced in August. - I interpreted their point about their gearing being back in 'normal' ranges as being receptive to a well priced acquisition somewhere (they have the cash and appetite for it) -Pricing $4400/oz and $14500/tonne for Au/Cu. Both of these are significantly below spot. Cu is presently $18800/tonne. This will flow through to lower AISC than" [X Link](https://x.com/LambDownUnder/status/1945326499567165459) 2025-07-16T03:35Z [---] followers, [---] engagements "I cant see him doing it. I think its an Epstein distraction. Trumps options are limited and Powell has too much pride and reputation to give in. It will likely be counterproductive as Powell will now refuse to cut lest he be seen as doing what Trump wants. Realistically Trump can't sustainably fire Powell. The Supreme Court likely returns him to his role until his term expires. Which leaves the mean time between the firing and the court date for a Trump appointed moron to potentially wreck everything. Realistically Trump can't sustainably fire Powell. The Supreme Court likely returns him to" [X Link](https://x.com/LambDownUnder/status/1945506215431381026) 2025-07-16T15:30Z [---] followers, [--] engagements "@zerohedge BTC doesn't seem to give a fuck. Push pull between that and nasdaq proxy" [X Link](https://x.com/LambDownUnder/status/1945506590674805086) 2025-07-16T15:31Z [---] followers, [---] engagements "@LukeyTrags Probably a question to ask next week. But do you have a strong case for yal over whc or nhc Where do they stack up/compare to you" [X Link](https://x.com/LambDownUnder/status/1945768011480354953) 2025-07-17T08:50Z [---] followers, [---] engagements "@r3tarddownunder @AlboMP Mate I'm already a lost cause if I'm at a Coldplay concert. Might as well soak up the culture" [X Link](https://x.com/LambDownUnder/status/1946149015340630409) 2025-07-18T10:04Z [---] followers, [---] engagements "All by design. If we don't have a national identity we can agree on just how the hell are we supposed to make a plan for the future And people wonder why we cant seem to build any infrastructure our economy and cost of living is a mess shithouse productivity/GDP/employment papered over with migration and NDIS. We have absolutely no alignment on a national goal or priority. We cannot do anything outside a 3year election cycle. Our infrastructure was all built [--] [---] years ago and aging. Any income that should be used for national capex to improve things is pissed away on NDIS or some other" [X Link](https://x.com/LambDownUnder/status/1946207840621961510) 2025-07-18T13:58Z [---] followers, [----] engagements "All by design. If we don't have a national identity we can agree on just how the hell are we supposed to make a plan for the future And people wonder why we cant seem to build any infrastructure our economy and cost of living is a mess shithouse productivity/GDP/employment papered over with migration and NDIS. We have absolutely no alignment on a national goal or priority. We cannot do anything outside a 3year election cycle. Our infrastructure was all built [--] [---] years ago and aging. Any income that should be used for national capex to improve things is pissed away on NDIS or some other" [X Link](https://x.com/LambDownUnder/status/1946207869499760782) 2025-07-18T13:58Z [---] followers, [--] engagements "@FranMooMoo Asking for logical consistency here is a bit of a tall order isn't it I admire the optimism though" [X Link](https://x.com/LambDownUnder/status/1946213922668990639) 2025-07-18T14:22Z [---] followers, [---] engagements "@LukeGromen @NewLowObserver Who is the Jim Sinclair of 2025" [X Link](https://x.com/LambDownUnder/status/1946338067117175059) 2025-07-18T22:35Z [---] followers, [---] engagements "@cardano_cod @great_martis What part of the country As much as Aussie property is cooked in a lot of locations and CBA being overpriced I'd be very careful selling the house you live in given the migration level the gov seems intent to maintain. Not advice but a thought" [X Link](https://x.com/LambDownUnder/status/1946399544528560227) 2025-07-19T02:39Z [---] followers, [--] engagements "Gold is currently down about 5% in both USD and AUD terms from the highs. My selection of miners are all down about 25% from their highs after having a good run. Notably $GDX has fared better and only down 7%. I put this down to the larger (predominantly US) miners having not run as hard as the AUD mid caps. I haven't taken any off and I think this move is overdone. I have added more trading exposure here in the last week to $EVN $NST and some $RRL today. I think gold will break out to the upside and challenge the prior $3500 highs in the next couple of weeks. I expect the miners to follow." [X Link](https://x.com/LambDownUnder/status/1947138286075724244) 2025-07-21T03:35Z [---] followers, [---] engagements "A lot of people are talking about silver being poised to break $40 imminently. Which will still be 25% away from its ATH. Hear in the land of the Pacific Peso we broke ATH mid last year and are essentially at $60. Local currency matters and I've never fully understood why the USD drives even local sentiment so much. This extends to mining companies as well. If we are on the edge of a coming commodity run for most minerals/metals/ores I do expect the AUD to strengthen which will take the edge off the raw performance but the increase in performance due to sentiment changing will more than make" [X Link](https://x.com/LambDownUnder/status/1947530648929116649) 2025-07-22T05:34Z [---] followers, [--] engagements "@Stella4Menzies Help me find these billions rather than just alleging it. Show me the receipts cause i sure can't seem to find billions in subsidies to fossil fuel companies. I am seeing a lot to renewable projects though that seem to disappoint with outcomes" [X Link](https://x.com/LambDownUnder/status/1947803300579180919) 2025-07-22T23:37Z [---] followers, [---] engagements "@GregMcgarvie classy work replies then blocks. Provides examples as fuel taxes that are paid by users that use the roads. The same 'subsidy' that exists for farmers or any vehicle not utilising roads. A tractor or excavator isn't on our highways ergo doesn't pay the tax. Might as well whine that non smokers don't pay the cigarette tax. Get better" [X Link](https://x.com/LambDownUnder/status/1947895452332106005) 2025-07-23T05:44Z [---] followers, [--] engagements "As much as I empathise with the position in cases like this we don't want it. The potential and risk of abuse is too high. The case I think of in extreme 'self defence laws' is from Florida (I think) where a homeowner shot a pizza delivery driver because the poor kid rocked up to the wrong address late at night and knocked on the wrong door" [X Link](https://x.com/LambDownUnder/status/1948196493225255418) 2025-07-24T01:40Z [---] followers, [--] engagements "@AvidCommentator Fuck me they are about to have a good payday. Wish I could get 20% of 830k just cause I took out loans" [X Link](https://x.com/LambDownUnder/status/1948207790612443518) 2025-07-24T02:25Z [---] followers, 12.4K engagements "@SydneyKnight71 @alexjohnward @AvidCommentator Probably right but id question how that much debt was extended to them in the first place. Its all ended up in the pockets of the university sector" [X Link](https://x.com/LambDownUnder/status/1948337531784986684) 2025-07-24T11:00Z [---] followers, [--] engagements "@Mitchpratty1 @clowndownunder Its not going to end well. His go fund me will launch [--] days after the court date. I hate banks as much as the next person but they offered to completely re-imburse you. Take the w and move on" [X Link](https://x.com/LambDownUnder/status/1948350561432092693) 2025-07-24T11:52Z [---] followers, [---] engagements "@alexjohnward @aussi3dutchman @SydneyKnight71 @AvidCommentator And in this case the issuer is the taxpayer. NFI how you are defending this. We are using taxpayer dollars to subsidise higher earners by forgiving/writing off their debt. It's regressive" [X Link](https://x.com/LambDownUnder/status/1948621062138462215) 2025-07-25T05:47Z [---] followers, [--] engagements "@JoeConsorti [-----] BTC over $9 billion was bought into open market order books and bitcoin barely moved. That's the story" [X Link](https://x.com/LambDownUnder/status/1948944706689532300) 2025-07-26T03:13Z [---] followers, [----] engagements "I'm sure this degeneracy ends well. I own and like btc but gambling like this with your literal house on the line is stupid. 🏠 Own a $1M house mortgage free 💰 Pull $750K HELOC @ 7.86% ($4913/mo). 🚀 Buy [----] BTC @ $118K. In [--] yrs at $1M/BTC = $6.36M. 💸 After $1.34M payoff (loan + interest) you keep [----] BTC ($5M). 📉 Break-even BTC = $210K. 🤔 Would you take this bet 🏠 Own a $1M house mortgage free 💰 Pull $750K HELOC @ 7.86% ($4913/mo). 🚀 Buy [----] BTC @ $118K. In [--] yrs at $1M/BTC = $6.36M. 💸 After $1.34M payoff (loan + interest) you keep [----] BTC ($5M). 📉 Break-even BTC = $210K. 🤔" [X Link](https://x.com/LambDownUnder/status/1949708635304837403) 2025-07-28T05:48Z [---] followers, [--] engagements "@74pvan @cmkusher You can. Its called a reverse mortgage. I understand its a touchy one but not sure how taxing young people 50% of their income to support retirees in $3M properties is fair equitable or not detrimental to the direction of the country" [X Link](https://x.com/LambDownUnder/status/1949722948342071795) 2025-07-28T06:45Z [---] followers, [--] engagements "Look at your ATO receipt to see how much goes to pensions. I'm not advocating people to be cut off8 just saying it's a bit on the nose that you can have a $3M house while collecting the pension. Take a reverse mortgage of say 30% or $1M in this example to live off. That's more than most have in super. Younger Australians are punished by taxes and living costs not sure they should be subsidising wealthy homeowners on top of it" [X Link](https://x.com/LambDownUnder/status/1949760903349756054) 2025-07-28T09:16Z [---] followers, [--] engagements "@FlamingPin74918 @cmkusher So lets abolish means testing completely Everyone gets a pension Gina Rhinehart and Twiggy get it Not sure I can square that circle when young families as it is cannot afford a house" [X Link](https://x.com/LambDownUnder/status/1949809044044337583) 2025-07-28T12:27Z [---] followers, [--] engagements "@LynAldenContact We're gunna need a bigger train" [X Link](https://x.com/LambDownUnder/status/1949940059794554909) 2025-07-28T21:08Z [---] followers, [----] engagements "Critical metal behaving like a meme coin. Totally rational markets. Copper getting obliterated by more than 20% and is currently on track for its worst day in history 📉📉 https://t.co/dTcyTOtllq Copper getting obliterated by more than 20% and is currently on track for its worst day in history 📉📉 https://t.co/dTcyTOtllq" [X Link](https://x.com/LambDownUnder/status/1950766989343105246) 2025-07-31T03:54Z [---] followers, [--] engagements "@rationalaussie I just have proton bundled with my email. Haven't really used it much but it's there when I do need. Otherwise surfshark wasn't bad a few years ago" [X Link](https://x.com/LambDownUnder/status/1950810993551945746) 2025-07-31T06:49Z [---] followers, [----] engagements "Should Owner occupiers then be allowed to deduct their interest expense against their income Doesn't seem appropriate that a non investment asset not only is paid for with a mortgage rates and insurance from post tax income for x years to then be taxed again on the gain when it is sold. All the while you are going to have to rebuy in the same market at the higher entry price plus stamp duty. Productivity and labour mobility will get smashed" [X Link](https://x.com/LambDownUnder/status/1952228824802083298) 2025-08-04T04:43Z [---] followers, [--] engagements "🧐🧐🤨🤨🤔🤔 Casually looking at ways to monetise the balance sheet. Why I think gold is heading higher for decades governments have wanted to slow the rise of gold and suppress it to avoid the monetary signal. Today incentives are aligned for the gold price to head higher as it benefits the government more than it hurts. https://gata.org/node/24008 https://gata.org/node/24008 https://gata.org/node/24008 https://gata.org/node/24008" [X Link](https://x.com/LambDownUnder/status/1953224901298667587) 2025-08-06T22:41Z [---] followers, [--] engagements "@DebraG_Robins I almost bought more last week. Particularly as I'm going to lose my $GOR shares in October and have my overall gold allocation reduced" [X Link](https://x.com/LambDownUnder/status/1954351211827904909) 2025-08-10T01:16Z [---] followers, [---] engagements "@ausvstheagenda Stop giving these [--] synapses promotion or visibility" [X Link](https://x.com/LambDownUnder/status/1954799149431263382) 2025-08-11T06:56Z [---] followers, [---] engagements "@bowtiedstocks Melbourne and Sydney are great. I definitely would never leave and Qld is a shithole. Not worth it even for the nice weather" [X Link](https://x.com/LambDownUnder/status/1955068015386693633) 2025-08-12T00:45Z [---] followers, [--] engagements "I try to refrain myself sometimes but by god you're a fuckwit. Norway invests in its oil and gas and is a part owner in extracting it. Would you support the Aust government taking an ownership stake and fronting some of the Capex requirements Yes the gas/coal is 'ours' but you know what its worth in the ground Exactly $0. Resources only have value because they can be economically extracted and delivered to a customer to satisfy demands. Our environmental and mining laws in this country are some of the most stringent in the world. Yet you continue to paint the companies that take the risk and" [X Link](https://x.com/LambDownUnder/status/1955570520084427203) 2025-08-13T10:01Z [---] followers, [----] engagements "@minenergybiz That's not correct for $evn at least. Their margin is $2650/Oz AUD or $1700 USD. This will be higher now as the below is from full year [----] and uses a $4300/AUD gold price while spot sits north of $5100" [X Link](https://x.com/LambDownUnder/status/1956312421267591612) 2025-08-15T11:10Z [---] followers, [----] engagements "@minenergybiz I was being generous. Their aisc margin for Q2 is $3341/oz AUD. About $2170 USD. Which would put them #5 on your list" [X Link](https://x.com/LambDownUnder/status/1956314406200971625) 2025-08-15T11:17Z [---] followers, [---] engagements "I have banged the drum on this exact issue for years. Analysts have continually forecast gold to decline for the decades so it's hard for the equities to gain traction. Despite being consistently wrong these forecasts somehow still carry weight. The fundamental issue in my opinion is gold should not be analysed from the commodities group but it should be on the bond and currency desks. Commodities are consumed and you balance supply and demand gold is hoarded and not consumed. Every ounce (mostly) ever mined is still available to increase supply at some price point. I am a $GOR holder and a" [X Link](https://x.com/LambDownUnder/status/1957221352697696372) 2025-08-17T23:21Z [---] followers, [---] engagements "Hard no. It's a road tax. The diesel isn't used on the roads so no tax. Not the company's fault the government doesn't allocate the funding appropriately. Maybe if they focused on infrastructure instead of pointless divisive referendums 'green' energy handouts and reign in NDIS rorts it wouldn't need to host a 'productivity' commission that is really just a brainstorm on how to fleece more money from the economy to piss up the wall. Proposing to slug farmers as well Why is the government/public sector perpetually bailed out and the answer always more tax grabs instead of reduction in spending" [X Link](https://x.com/LambDownUnder/status/1957960603466887372) 2025-08-20T00:19Z [---] followers, [---] engagements "@LukeyTrags They are clearly on the M&A hunt and there could be concerns they will overpay for something. (Anglo cough cough) It's not often (although it can) that the acquiring companies share price performs well immediately after announcing an acquisition" [X Link](https://x.com/LambDownUnder/status/1958713388869312539) 2025-08-22T02:10Z [---] followers, [---] engagements "Nearly my entire watchlist is green today. Annoyed I don't own any $SFR but man $RRL on fire today. To think I sold a trading parcel at $2 last year. (Still holding large size). I really want to grow this to $2M by end of next year. I will lose all my $GOR holdings in a couple months so will have circa 120k to deploy. I'm hoping for another material pullback in coal stocks and increase my allocation to $WHC" [X Link](https://x.com/LambDownUnder/status/1959879166796705857) 2025-08-25T07:23Z [---] followers, [---] engagements "That's a big owwie. At least holders have had time to come to terms with it before today. $PEN" [X Link](https://x.com/LambDownUnder/status/1960229740356472837) 2025-08-26T06:36Z [---] followers, [---] engagements "They can take a reverse mortgage to fund the retirement. 20% mortgage on a $3M house is $600k. That's a handy wad of cash and they still have 80% equity. At the bare minimum any pension payments should be reclaimed from the estate. It's a safety net not an entitlement or goal imo" [X Link](https://x.com/LambDownUnder/status/1960260882447093937) 2025-08-26T08:39Z [---] followers, [----] engagements "@minenergybiz Be good to overlay this as a FCF yield to EV as well in addition to raw numbers" [X Link](https://x.com/LambDownUnder/status/1960265992258666974) 2025-08-26T09:00Z [---] followers, [---] engagements "Rad my top comment again. 1) yes because if you don't have a ppor you will have to rent 2) Reverse mortgage for cashflow. Solved. I'm not saying extravagant lifestyle but the immorality of slugging working families to pay welfare to retirees with a networth they could only dream of is glaring" [X Link](https://x.com/LambDownUnder/status/1960453867948355922) 2025-08-26T21:26Z [---] followers, [--] engagements "@patrickadownes Not a holder but will be listening to PLS earnings call for 'Patrick from Lithium Twitter'" [X Link](https://x.com/LambDownUnder/status/1960526230417199228) 2025-08-27T02:14Z [---] followers, [---] engagements "@taipan168 @disco___cat Wow Germany and France. Da fuq" [X Link](https://x.com/LambDownUnder/status/1960651879530291580) 2025-08-27T10:33Z [---] followers, [--] engagements "@taipan168 I'm not against repayment of that welfare from the estate. But a flat percentage or duty on inheritance i don't support at all. It's money that has been taxed all its life and is what's survived" [X Link](https://x.com/LambDownUnder/status/1960745698745573498) 2025-08-27T16:46Z [---] followers, [--] engagements "Yer. I'm not sure how to address this. And most of our chat over last day or [--] been around ppor and it shouldn't be taxed in a sell/rebuy scenario when alive. Inheriting your parents ppor when you have none should be grandfathered. If you own a ppor yourself your parents property becomes an investment with applicable CGT. This will also encourage parents to sell their ppor/downsize while alive imo. A flat inheritance tax on all assets is a non starter for me. The ppor is a tricky one though. Any debt held against the ppor needs to be considered also" [X Link](https://x.com/LambDownUnder/status/1960821649709961666) 2025-08-27T21:48Z [---] followers, [--] engagements "Surely this time it's for real. $PDN PDN results yesterday $177M revenue gainst the sale of 2.7Mlb U. Mining ramping up and at full run rate end of FY26 with guidance for FY26 at 4.2Mlbs . That should be a further $100M revenue at current spot. I also expect some further cost reductions once ramp up settles down. Cashflow positive comfortably with current U price with that production profile. I expect FY27 guidance to be 5-5.5Mlbs to help further. Heavily short and has potential for squeezy behaviour as well" [X Link](https://x.com/LambDownUnder/status/1961221830532075899) 2025-08-29T00:18Z [---] followers, [--] engagements "@ellymelly @woolworths Lol literally did the same thing today. Wife asked to grab grapes. Said they didn't have any" [X Link](https://x.com/LambDownUnder/status/1961309007114870792) 2025-08-29T06:04Z [---] followers, [---] engagements "@richoffuranium I'm not even close to a community leader but I back $PDN. Producer and will be cash flow positive this year. Has a growth pathway with their PLS project. Most of these developers/explorers are never going to sell a barrel of U" [X Link](https://x.com/LambDownUnder/status/1961919543787602039) 2025-08-30T22:30Z [---] followers, [---] engagements "@DawesPoints @Murraybruce88 @lukegromen02 Is us treasury market quote a bit larger than $29 Or is this excluding that owned by the Fed. Not sure where unfunded liabilities and derivatives fit into this metric. Makes prior comparisons under a gold standard difficult" [X Link](https://x.com/LambDownUnder/status/1961927484758532197) 2025-08-30T23:02Z [---] followers, [--] engagements "@FIREDUpWealth @Maseb244 Golds outperformed stocks over last [--] yrs. Rebase your chart to [--] at least. It was literally money before that. Have 10% in gold. It's monetary insurance. From fellow mid-30 yo who has Fired" [X Link](https://x.com/LambDownUnder/status/1962356057906499879) 2025-09-01T03:25Z [---] followers, [--] engagements "Market price for houses in area is 500k. You buy. You want to relocate in a decade. New market price for houses is $1M. You sell and pay CGT on $500k (250k after CGT discount) take 50% tax so you have to pay 125k in tax. Congrats now to rebuy in same market you sold in youve lost $125k. That's a pretty strong disincentive to move downsize etc. We already have a productivity problem" [X Link](https://x.com/LambDownUnder/status/1962358040205873377) 2025-09-01T03:33Z [---] followers, [--] engagements "Excellent thread and observation. I don't follow Cameco releases or performances past the headlines I didn't think a company could be this silly $PDN uranium let's go. I pretty much never comment on single stocks in public because I dont need batsht replies that randomly result and I dont need bad blood with mgmts but this deserves to be flagged as an exhibit in why it still matters to show up for the quarterly call. 1/10 I pretty much never comment on single stocks in public because I dont need batsht replies that randomly result and I dont need bad blood with mgmts but this deserves to be" [X Link](https://x.com/LambDownUnder/status/1962976152672420311) 2025-09-02T20:29Z [---] followers, [---] engagements "@TMFScottP Of all the issues to deal with pokie machines aren't even in the top [--]. No one is forcing people to gamble show some self restraint and accountability" [X Link](https://x.com/LambDownUnder/status/1963134100560396404) 2025-09-03T06:56Z [---] followers, [--] engagements "If you think that is justification for mandating a medical procedure on anyone you've already lost. Would you be so supporting if Trump stacks the medical boards with apparatchiks and mandated some experimental injection cause they slapped a "vaccine" label on it This is what you open yourself to if you are pro mandates. Multiple examples and even discounting covid thalidomide comes to mind as but one. Experts routinely get things wrong even discounting recent history and that's before entertaining the idea of malicious actors. Win the argument by convincing people and making a case. Not by" [X Link](https://x.com/LambDownUnder/status/1963496553215398088) 2025-09-04T06:57Z [---] followers, [--] engagements "@TMFScottP @AussieAnarchist That's fine if you're on the winning side of the bet. Not so much if you're on the losing side and never wanted to play to begin with. Just one example as it was in news recently. There are plenty of others. 'Fuck Katie' is a helluva idealogy. https://www.news.com.au/lifestyle/health/health-problems/katie-did-not-need-the-vaccine-astrazeneca-victim-was-doing-her-bit-to-end-lockdown/news-story/78b2ea5ffe93473d1ada4827b8bc3202" [X Link](https://x.com/LambDownUnder/status/1963500805807628382) 2025-09-04T07:14Z [---] followers, [--] engagements "@plebcapital My pet peeve is not simplifying fractions. Say every $2 in $5 instead of $4 in $10" [X Link](https://x.com/LambDownUnder/status/1963783414236238050) 2025-09-05T01:57Z [---] followers, [--] engagements "I expressed caution when everyone was excited and clamoring for $BTC ETF's and institutional flows that it wouldn't be the positive a lot viewed it as. It's now facing the same issue Gold has for years. Derivatives and synthetic btc artificially inflating supply and soaking up demand. Similar to paper gold every physical ounce supports many (some claims over 100) paper positions. Every on chain $BTC supports multiple 'synthetic' $BTC. Gold bugs will say if you can't touch it you don't own it. $BTC maxis will say not your keys not your coins. Both are correct. In both cases most people only" [X Link](https://x.com/LambDownUnder/status/1964152756073353497) 2025-09-06T02:24Z [---] followers, [--] engagements "Well shit. I don't know what to do when both @jimcramer says sell gold and @GoldmanSachs says buy it. Goldman agrees https://t.co/ED5JOGIjWH Goldman agrees https://t.co/ED5JOGIjWH" [X Link](https://x.com/LambDownUnder/status/1964232283260678636) 2025-09-06T07:40Z [---] followers, [--] engagements "@goldseek Love this. I had a GATA t-shirt but unfortunately the winds of time took its toll. I'd gladly order another" [X Link](https://x.com/LambDownUnder/status/1964260863784923320) 2025-09-06T09:34Z [---] followers, [--] engagements "I have opposed the death penalty as I don't trust the state/courts to get it right everytime and even one mistake of an innocent isn't worth it. However in such clear cut unequivocal guilt I'm on board. Just not sure how to legally square that circle particularly with the rise of AI and potential for abuse" [X Link](https://x.com/LambDownUnder/status/1964524468489081000) 2025-09-07T03:01Z [---] followers, [---] engagements "@candicoated2001 @DrewPavlou Supermarkets make 2.5% margin. The only way they are getting cheaper is if energy costs come down. Which under our current direction isn't going to happen" [X Link](https://x.com/LambDownUnder/status/1964917125468037449) 2025-09-08T05:02Z [---] followers, [---] engagements "Took a look at $BPT this morning as a way to gain some exposure to oil/gas complex. its pretty slim pickings on the ASX for this. Its producing about 20MMboe eq and getting about $77 BOE equivalent pricing for Revenue of circa 1.55B (ignoring 3rd party purchases/sales which ill price out as immaterial and a little cream on top if/when they occur) The largely fixed operating costs of about $710M come off the top so we have an EBITDA on their own production of $850M. Not horrible but the capex Jesus Christ the capex. $725M plus $200M of abandonment expenses. That's negative free cashflow of" [X Link](https://x.com/LambDownUnder/status/1965260079994995142) 2025-09-09T03:44Z [---] followers, [---] engagements "100%. It either triples or they find out their entire study is worthless and they cannot profitably extract anything and it goes to zero for the next poor sap to take it over and attempt a restart (again) when/if Uranium prices hit $200/lb in [--] years. There are better plays to put money in IMO" [X Link](https://x.com/LambDownUnder/status/1965967511545123025) 2025-09-11T02:35Z [---] followers, [--] engagements "@DebraG_Robins Need more $nst. Suffering from hemi and kcgm Capex drag. Be a few years before that Capex yields fruit" [X Link](https://x.com/LambDownUnder/status/1966363439636557989) 2025-09-12T04:49Z [---] followers, [---] engagements "@DebraG_Robins For sure. Losing my $gor holding in a month or [--]. I really wouldn't be against a decent drop in $nst to pile into. Unless you have another suggestion. Really wish $gor passed through the nst shares instead of paying them in cash" [X Link](https://x.com/LambDownUnder/status/1966372772197920910) 2025-09-12T05:26Z [---] followers, [--] engagements "@Stockrocker_ASX My only regret is not buying enough" [X Link](https://x.com/LambDownUnder/status/1966386590722437617) 2025-09-12T06:21Z [---] followers, [--] engagements "The gold price assumptions used by $GOR.AX Gold road resources independent expert advice to claim the takeover price is fair. Not only doesn't even factor in the current spot price let alone the strong likelihood of higher prices it has a long run price of US $2200-$2500. At the very least they need to pass through $NST shares instead of a cash payment. Nearly my entire watchlist is green today. Annoyed I don't own any $SFR but man $RRL on fire today. To think I sold a trading parcel at $2 last year. (Still holding large size). I really want to grow this to $2M by end of next year. I will" [X Link](https://x.com/LambDownUnder/status/1966661292711981525) 2025-09-13T00:32Z [---] followers, [--] engagements "I'm old enough to remember when a 1T deficit in the US was unheard of. And here we are in essentially 'peacetime' with a 2T deficit. Interest expense is comfortably larger than the defense budget and on track to overtake Medicare and social security to be the largest expense in a few years. Furthermore the interest expense is 20% of Receipts. The debt is a national security issue. Own hard assets because as sure as Jesus wore sandals they will print their way out of this. The government has spent $1.97 trillion dollars more than it has taken from you in taxes so far this year alone And yes" [X Link](https://x.com/LambDownUnder/status/1967405521331462304) 2025-09-15T01:50Z [---] followers, [--] engagements "Coal in the ground is worth zero. Same with any commodity. It's value is at the point of consumption or end user. Mining companies have value because they can get it there and still make a profit. If Qld wants to behave how a west African country behaves towards resources it's not surprising to see similar results" [X Link](https://x.com/LambDownUnder/status/1968200767577465014) 2025-09-17T06:30Z [---] followers, [--] engagements "This is a target that should have bipartisan support. Ironic that everyone feels poorer today coinciding with record federal government. Only a few connect the dots and vote accordingly. With all this talk on the emissions reductions on our [----] number and net zero heres a number we really need to talk about. Australia must demand that government is reduced to its [----] levels by [----]. Government bloat will KILL Australias prosperity if we dont act now https://t.co/2qKlnPq9M0 With all this talk on the emissions reductions on our [----] number and net zero heres a number we really need to talk" [X Link](https://x.com/LambDownUnder/status/1968987817737961893) 2025-09-19T10:37Z [---] followers, [--] engagements "I'm sure you had similar criticism when ABC cancelled Tucker Carlson. Or Disney cancelled Gina Carano Or twitter cancelled a sitting US president. Or when Rosanne Barr got cancelled I'm sure you were there on the front lines howling indignation when it was revealed the Biden Admin worked with tech companies to censor people and commentary they didn't like. Im sure your criticism of Kimmel being cancelled is consistent with prior analogous episodes. If not then you aren't attacking autocracy and dictatorship and are a partisan hack that approves of autocracy as long as it's aligned with your" [X Link](https://x.com/LambDownUnder/status/1969006180589813881) 2025-09-19T11:50Z [---] followers, [---] engagements "Wen QLD @DavidCrisafulli Be good timing given recent mine closures/job losses in the $coal space" [X Link](https://x.com/LambDownUnder/status/1970027180290961729) 2025-09-22T07:27Z [---] followers, [---] engagements "@AvidCommentator why the fuck is there no accountability but he can write opinion pieces to clear his conscience" [X Link](https://x.com/LambDownUnder/status/1970321699263651905) 2025-09-23T02:57Z [---] followers, [---] engagements "$5700.If spot price stays here the miners are still incredibly cheap even after their recent run I'm going to have to stop with these posts soon. https://t.co/8dDZdLfYdl I'm going to have to stop with these posts soon. https://t.co/8dDZdLfYdl" [X Link](https://x.com/LambDownUnder/status/1970370387281338771) 2025-09-23T06:11Z [---] followers, [--] engagements "@SunilRe89392848 @billheckler1 Why the dow and not the S&P [---] Is there an equivalent ratio for sp500 in your opinion that likes up with 1:1 dow:gold" [X Link](https://x.com/LambDownUnder/status/1971150259691950348) 2025-09-25T09:50Z [---] followers, [--] engagements "@matt_barrie [--] from where I sit. Got some catching up to do to the yellow cousin. Never feel you have enough when things move in your favour though" [X Link](https://x.com/LambDownUnder/status/1971164855173562515) 2025-09-25T10:48Z [---] followers, [----] engagements "@DebraG_Robins Takeovers and being bought out for cash. Looking at you @_GoldRoad $GOR" [X Link](https://x.com/LambDownUnder/status/1971165916445761582) 2025-09-25T10:52Z [---] followers, [---] engagements "@taipan168 I say it's a good idea. Let them have Melbourne" [X Link](https://x.com/LambDownUnder/status/1971166787363553500) 2025-09-25T10:55Z [---] followers, [--] engagements "@TRAVmoneyofmine As a $gor holder I can appreciate the run but also annoyed that this is the end of the road for gor right at what appears to be cash printing season for miners. Regardless I can respect him coming to talk about the industry" [X Link](https://x.com/LambDownUnder/status/1971521259482869921) 2025-09-26T10:24Z [---] followers, [---] engagements "$70/Oz AUD for $silver now. After all the hype around [----] it does feel this time is a lot different" [X Link](https://x.com/LambDownUnder/status/1971704733229633692) 2025-09-26T22:33Z [---] followers, [---] engagements "@jakestrading18 Why futures price for gold but spot price for silver" [X Link](https://x.com/LambDownUnder/status/1971746255484473362) 2025-09-27T01:18Z [---] followers, [---] engagements "I asked this exact same (directionally) question ahead of the scheme meeting. Could probably find their answer but it was essentially 'we listened to the experts'. Exact wording was below. The independent experts report is as at the 8th August [----]. Since this date the XGD (ASX gold miner index) is up 25% Spot price has improved some 10% and a lot of banks have upgraded their gold price forecasts towards $3800 by end of [----] and continuing to rise into FY2026. Not just the FY2025 price but also the long term price of $2200-2500 given where current AISC across the industry sit and the almost" [X Link](https://x.com/LambDownUnder/status/1971784241857106155) 2025-09-27T03:49Z [---] followers, [--] engagements "@Eagleresa Who the hell is going to come pay overs for a JV project where the other counterparty is borderline antagonistic towards the current partner And I expect there is likely terms somewhere in the JV that gave goldfields pre-emptive rights in the event of any other bid emerging" [X Link](https://x.com/LambDownUnder/status/1971789948820001054) 2025-09-27T04:12Z [---] followers, [--] engagements "I can respect them for that part but still too low. There were other options available to them. They could have sold out Gruyere (still cheap). Retained a royalty over their half of production. Maybe only kicking in above $x/oz so they can satisfy their 'experts' and assume it will never be paid. Royalty only due when gold price above $3600 AUD. Maybe follow QLD Coal royalty idea and take 40% of production when spot is above $5000AUD from [----]. Retain the exploration assets and other equity holdings and go back to what they are/were good at. All done now but not the way I envisioned it going" [X Link](https://x.com/LambDownUnder/status/1971792178356933064) 2025-09-27T04:21Z [---] followers, [--] engagements "@Faryaadd @SilverApeKing I keep one on my desk next to 10oz of silver" [X Link](https://x.com/LambDownUnder/status/1971827008318722225) 2025-09-27T06:39Z [---] followers, [--] engagements "@HDealla Wait til you find out alcohol excise that gets GST added on top. Tax on a tax. Every [--] months. It's a necessity" [X Link](https://x.com/LambDownUnder/status/1972930196425875583) 2025-09-30T07:43Z [---] followers, [--] engagements "I'll be the first to admit I'm not fully sure what this means or what happens from here. How large is China stockpile of iron ore How much do they source outside Australia Does supply just get re-routed and actual demand stay steady What does this implicate for met coal Probably a dozen other questions" [X Link](https://x.com/LambDownUnder/status/1972949881829679207) 2025-09-30T09:01Z [---] followers, [----] engagements "@Toronto242M @TheApeOfGoldST Thoughts on coal today" [X Link](https://x.com/LambDownUnder/status/1973178716101681484) 2025-10-01T00:10Z [---] followers, [--] engagements "@Dimitrios_1963 Pretty much most producers ATM tbh. Given current pricing I'm not inclined to lighten anywhere. Will reallocate some of $GOR into the $coal names in coming months though in all likelihood" [X Link](https://x.com/LambDownUnder/status/1973287655975821821) 2025-10-01T07:23Z [---] followers, [---] engagements "Every few days I'm tempted to take some off the table but then I re-run numbers and realise that most of the positions are a cheaper valuation than they were [--] months ago. $gold $coal $uranium Long commodities. With any luck I will still own all these in a decade" [X Link](https://x.com/LambDownUnder/status/1973544667875840391) 2025-10-02T00:24Z [---] followers, [--] engagements "@matt_barrie I can't see it popping tbh it's been overpriced for decades and gov has continually shown it will do whatever it has to to keep it up. It's too systemically critical for our economy now for me to think gov will just stand aside and let market forces work now given their history" [X Link](https://x.com/LambDownUnder/status/1973553020123357219) 2025-10-02T00:58Z [---] followers, [--] engagements "@FrankiiR31 @matt_barrie Fully agree. The question you haven't asked tho is what does gov and RBA do in the that situation My guess Will start with a P and rhyme with sprint" [X Link](https://x.com/LambDownUnder/status/1973557081975500963) 2025-10-02T01:14Z [---] followers, [--] engagements "@ocieaja What's the 6" [X Link](https://x.com/LambDownUnder/status/1973660618361282848) 2025-10-02T08:05Z [---] followers, [---] engagements "No different here in AUS And that's with 'massaged' CPI numbers. $100000/yr is the new $52000/yr https://t.co/K8a8m7dNXF $100000/yr is the new $52000/yr https://t.co/K8a8m7dNXF" [X Link](https://x.com/LambDownUnder/status/1974239729336844359) 2025-10-03T22:26Z [---] followers, [---] engagements "@Raelsteinfeld @DarioCpx No. I don't actually see the USD going anywhere for the investable future. It (along with all fiat) currencies will just continue down imo. The nickel is a reference to when nickel spiked a few yrs back and traders didn't get paid. And you got cash settled at yesterdays price" [X Link](https://x.com/LambDownUnder/status/1974295850546606397) 2025-10-04T02:09Z [---] followers, [--] engagements "@rationalaussie Curious what you would say your networth split is Are you 100% btc and rent Own a ppor with debt to short currency and everything else btc Any exposure to alts/gold/general stocks" [X Link](https://x.com/LambDownUnder/status/1975094204201386221) 2025-10-06T07:02Z [---] followers, [--] engagements "@MisterUppy Do tether actually own any btc or crypto on its balance sheet Or just UST and now gold" [X Link](https://x.com/LambDownUnder/status/1975356244916642184) 2025-10-07T00:23Z [---] followers, [--] engagements "Wonder if we will ever see the miners trading as if the spot price was higher than it is instead of perpetually lagging it. Gold miners appear unconvinced with $4000/oz #gold today. Everything feels exhausted if I may say so. And that is fine. Gold miners appear unconvinced with $4000/oz #gold today. Everything feels exhausted if I may say so. And that is fine" [X Link](https://x.com/LambDownUnder/status/1975794377151967715) 2025-10-08T05:24Z [---] followers, [--] engagements "Cannot stress this enough for $gold. The same analogy for the BTC crowd is holding your coins on exchange. 🧵 Why Holding Gold & Silver ETFs is an Illusion and Why the System is Near Breaking Point 👇(a thread) [--] Most investors think they own gold or silver through ETFs like $GLD or $SLV. But you dont own metal. You own a claim inside a financial structure that runs on the same 🧵 Why Holding Gold & Silver ETFs is an Illusion and Why the System is Near Breaking Point 👇(a thread) [--] Most investors think they own gold or silver through ETFs like $GLD or $SLV. But you dont own metal. You own a" [X Link](https://x.com/LambDownUnder/status/1975855996867412388) 2025-10-08T09:29Z [---] followers, [--] engagements "Oh the speccy space for miners. I haven't missed you. $GES.ax Genesis Resources (Not Genesis Minerals). Related party borrowings much there is fully [--] pages of this. 10% interest payment and to be repaid after a capital raising. What an absolute minefield this corner of the market is" [X Link](https://x.com/LambDownUnder/status/1975903582194213044) 2025-10-08T12:38Z [---] followers, [--] engagements "@TMFScottP I wish sports bet let us take a punt on parliamentary sports" [X Link](https://x.com/LambDownUnder/status/1976482524634427673) 2025-10-10T02:58Z [---] followers, [---] engagements "@matt_barrie Retire the entire financial advice industry and analysts. Just buy yellow rocks" [X Link](https://x.com/LambDownUnder/status/1976482708676346321) 2025-10-10T02:59Z [---] followers, [---] engagements "@rationalaussie Hope y'all keep at least some shiny rocks alongside BTC" [X Link](https://x.com/LambDownUnder/status/1976786127798571144) 2025-10-10T23:05Z [---] followers, [---] engagements "@pboiler942 @amyoder @Nostre_damus I've always wondered how btc survived absent this crash when the last block is mined. Understand this is beyond my lifetime but still for those that think btc is generational wealth it's worth having an answer to" [X Link](https://x.com/LambDownUnder/status/1976843868189642860) 2025-10-11T02:54Z [---] followers, [--] engagements "Never really had an opinion on David Beckham not really watched soccer. But mad props for taking the cash leaving the city and going back to simple things. Willing to bet this is all most people want at the end of the day. David Beckham who retired shared images from his farm life. https://t.co/qhoui7RZGO David Beckham who retired shared images from his farm life. https://t.co/qhoui7RZGO" [X Link](https://x.com/LambDownUnder/status/1976962908518334701) 2025-10-11T10:47Z [---] followers, [---] engagements "Is there a way to short this I will bet my proverbial left testicle this not only doesn't happen but energy bills will at least double from here by [----]. Energy bills to halve by 2050: @GrattanInst. The renewables revolution will help to conserve earths thin biosphere . and itll be cheaper for households and enterprises. 👇 https://t.co/G3AhJjoEAm Energy bills to halve by 2050: @GrattanInst. The renewables revolution will help to conserve earths thin biosphere . and itll be cheaper for households and enterprises. 👇 https://t.co/G3AhJjoEAm" [X Link](https://x.com/LambDownUnder/status/1977525549225726126) 2025-10-13T00:03Z [---] followers, [---] engagements "And that $40 a panel (AUD) is small in context of cost of a panel not counting labour and other material cost to do the actual installation. Labour might be half the project cost and silver less than 5% of the total material cost. (Panels switchgear infrastructure etc. Which is reason to be more bullish on silver cause it's not like oil where it starts to hinder projects if it doubles in cost" [X Link](https://x.com/LambDownUnder/status/1977538762357043388) 2025-10-13T00:55Z [---] followers, [--] engagements "12B is less than [--] Months of NDIS funding. China builds train stations cities and infrastructure. We pay people to go on jetski tours cover their prostitute bills or sit at home playing Xbox cause they get a bit anxious (which I would be too if I had to contend with machetes when I left the house). Aware of labour discrepancies but look at our productivity as a country/well being. Poorer and poorer by the year and using immigration as a way to juice GDP so the nominal value can go up" [X Link](https://x.com/LambDownUnder/status/1977611334641762739) 2025-10-13T05:44Z [---] followers, [--] engagements "@TheBubbleBubble Or does BTC bring down the tech bubble" [X Link](https://x.com/LambDownUnder/status/1977616359489192064) 2025-10-13T06:04Z [---] followers, [---] engagements "@rationalaussie Throw some real assets in there alongside BTC. Back a few horses. They will all do well" [X Link](https://x.com/LambDownUnder/status/1977834235814957361) 2025-10-13T20:30Z [---] followers, [--] engagements "@FartsJurassic @JoeLang51440671 Source If it's because shop says 'bullion closed' it should reopen once Asian session starts. They close buying when markets are shut as they can't hedge. If it's still closed in 2hrs I'll agree with you. Closing between NY close and sydney open is entirely normal" [X Link](https://x.com/LambDownUnder/status/1977863814008991892) 2025-10-13T22:27Z [---] followers, [--] engagements "@matt_barrie The camera knew what it was doing.👀" [X Link](https://x.com/LambDownUnder/status/1977941993436385682) 2025-10-14T03:38Z [---] followers, [----] engagements "@ShitValueFund They aren't mutually exclusive. And fark developers explorers where real juice is when cashed up producers have money to spend to replace ounces. I'm sure all will do well shit in this market just having gold in your name probably adds a few bags" [X Link](https://x.com/LambDownUnder/status/1977943812405391532) 2025-10-14T03:45Z [---] followers, [--] engagements "Those gaps on the silver chart are not normal. It's entire stacks being taken out or entire stacks missing. You see this stuff on thinly traded small cap equities. Not a critical metal on an international commodity exchange during market hours. Real trading is heading east" [X Link](https://x.com/LambDownUnder/status/1977999802219860019) 2025-10-14T07:27Z [---] followers, [---] engagements "@AussieAnarchist Need to use Pacific Peso mate not Freedom tokens" [X Link](https://x.com/LambDownUnder/status/1978045208173642158) 2025-10-14T10:28Z [---] followers, [--] engagements "@AnnieTyzak The problem fundamentally is that the people with 100k in the bank aren't buying a Lexus. The people with 1k in the bank are buying a 100k Lexus and putting it on finance" [X Link](https://x.com/LambDownUnder/status/1978450164042879324) 2025-10-15T13:17Z [---] followers, [---] engagements "@GeorgeGammon I don't understand the gold v btc fight at all. It's a pissing contest when both sides agree on like 99% of the issues. There is more than one life boat out of fiat debasement and picking fights with each other is dumb. They aren't mutually exclusive assets" [X Link](https://x.com/LambDownUnder/status/1978646839994761464) 2025-10-16T02:19Z [---] followers, [--] engagements "@JP_Technology ATH so far* and a line of a few dozen people at most at arguably the main bullion dealer in Syd is hardly a crowd tbh. BTC crowd spends a lot of time talking about something a large majority see as useless. Btc and gold will both go up. It's the same debasement trade at heart" [X Link](https://x.com/LambDownUnder/status/1978664615266377953) 2025-10-16T03:29Z [---] followers, [--] engagements "I used 'a large majority thinks' because it seems every 2nd post from a crypto bro is some post about why gold is shit and the future is BTC. I'd just stop talking about gold if it were me but to each their own. And my point is that the line is maybe a [--] dozen people. In a city of [--] million. I've seen longer lines at a rental inspection. Far from what I would call 'frothy retail'. Some truth in modern age the lines get invisible and you cant exactly see a line of people buying BTC. Or welfare lines like the depression as things are just sent electronically. I don't see a top in Gold nor BTC" [X Link](https://x.com/LambDownUnder/status/1978671923505570192) 2025-10-16T03:58Z [---] followers, [--] engagements "Moving up to God's country. Can't say I blame you. Yer look our housing market is stupid and cooked In a free market it should go down but I cant see our 'leaders' standing by Laissez-faire style. Just nominal terms. I'm sure Zimbabwe houses went for hundreds and hundreds of trillions at one stage. While I don't think Australia will get 'that' bad you can always print to make the numbers go up. I am very bullish on gold and think most things will go down in gold terms over next [--] years. Do combined Melb Syd Bris if you like. Have no idea how I'm going to remember this in a year or [--] But feel" [X Link](https://x.com/LambDownUnder/status/1978754234763125180) 2025-10-16T09:25Z [---] followers, [--] engagements "The weirdest thing about this gold rally has been the response from four fifths of anyone with BTC (or crypto) in their profile. Absolute essays of self reassurance and a zealotry that they are still in the right asset and that gold will crash then the whole world will move to a BTC standard. It's just bizarre. It's not me that's wrong its the market type talk. Not the sort of talk I would have expected from those confident in their positions. They are similar but different and I own both. There is room for both to succeed. But for something that a lot (appear) to not care about or think is a" [X Link](https://x.com/LambDownUnder/status/1978764601727815915) 2025-10-16T10:06Z [---] followers, [---] engagements "This will be out of date in half hour. but here we are $6700. $GOLD. Done trying to evaluate gold miners. At these prices they are all printing oodles of cash and severely undervalued if spot stays here" [X Link](https://x.com/LambDownUnder/status/1978946994988003371) 2025-10-16T22:11Z [---] followers, [---] engagements "@NiiBillionaire1 The $6700 is AUD yes. Sorry if that wasn't clear" [X Link](https://x.com/LambDownUnder/status/1978949988823564574) 2025-10-16T22:23Z [---] followers, [--] engagements "@Alex__McMillan @DegenAnon6969 @SilverApeKing @SteckAaron5040 @KingKong9888 @BankerWeimar It's likely even longtime bulls will be surprised at its move tbh. It sounds silly now but we could move to $100usd very quickly" [X Link](https://x.com/LambDownUnder/status/1978953431109747059) 2025-10-16T22:37Z [---] followers, [--] engagements "@DebraG_Robins A metric shit tonne of salt cope and essays saying this is just moving from weak hands to strong. When people realise all that money from gold flows to btc it will be epic etc. Hold strong" [X Link](https://x.com/LambDownUnder/status/1978979410679062872) 2025-10-17T00:20Z [---] followers, [---] engagements "@SamuelNeillEsq Only buy from a reputable dealer. Just don't buy precious metals from Amazon or Ebay. Just don't" [X Link](https://x.com/LambDownUnder/status/1979087457522950243) 2025-10-17T07:29Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LambDownUnder LambDownUnder
LambDownUnder posts on X about gold, in the, $pdn, cash flow the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-----] -81%
- [--] Month [------] +36%
- [--] Months [-------] +324%
- [--] Year [-------] +4,815%
Mentions: [--] #
- [--] Month [--] -58%
- [--] Months [---] +337%
- [--] Year [---] +3,144%
Followers: [---] #
- [--] Week [---] -0.19%
- [--] Month [---] +12%
- [--] Months [---] +104%
- [--] Year [---] +1,450%
CreatorRank: [---------] #
Social Influence
Social category influence finance cryptocurrencies currencies countries stocks celebrities automotive brands musicians technology brands travel destinations
Social topic influence gold, in the, $pdn, cash flow, money, $evn, silver, debt, $nst, $gold
Top accounts mentioned or mentioned by @realhagetaka @mattbarrie @pancaku @bowtiedstocks @lukeytrags @grok @blshigh @avidcommentator @debragrobins @alchemyoffinan1 @patrickadownes @respeculator @tmfscottp @hsiuchinchen168 @taipan168 @k311126 @aussieanarchist @longarmlopez @rationalaussie @ausstockchick
Top assets mentioned Ninja Squad Token (NST) Barrick Gold Corp. (GOLD) Bitcoin (BTC) Gorbagana (GOR) Alaska Air Group, Inc. (ALK) Bitgesell (BGL) Strategy (MSTR) Minswap (MIN)
Top Social Posts
Top posts by engagements in the last [--] hours
"@TRAVmoneyofmine What's the main driver for the thesis FX rate gold price Miner costs or just lowering of multiples/further sentiment depression in the sector"
X Link 2024-07-28T06:14Z [---] followers, [---] engagements
"@TFL1728 @habomunin How is the personal savings rate tied to QE Is there a connection to demand for bonds I'm not seeing Surely the requirement for qe is driven primarily by the fiscal situation and the willingness of other parties to fund said deficit and what rate that takes place at"
X Link 2024-08-07T05:27Z [---] followers, [----] engagements
"@RichAStern Immigration and continual supply of labour keeping local wages low Not even an option"
X Link 2024-08-09T00:59Z [---] followers, [--] engagements
"@badsideofthings @Aaronsmith333 @mattjcan 'Most of the media is right wing' wake up to yourself. I'm not an elite and I'm concerned about giving any government the power to determine what is true with any infringement resulting in prison time. We should have moved past the Galileo era of institutional power"
X Link 2024-09-16T08:41Z [---] followers, [--] engagements
"@ShortInterlude2 I don't know who I'll vote for yet. But I know from the bottom up it will be greens labour liberal. Libertarian party top of ticket probably the sex or weed party after them"
X Link 2024-09-23T01:49Z [---] followers, [--] engagements
"@clairegcoleman Anyone that points to negative gearing as a panacea for house prices while ignoring immigration is not being genuine or honest. Australia's birth rate hasn't been above replacement for literally decades. The marginal demand for housing is 100% immigration"
X Link 2024-09-26T21:51Z [---] followers, [--] engagements
"@AussieAnarchist @WingedLion3 @MissPolly62 To add to this deflation doesn't stop people buying the latest iPhone or tech device when people know it will be cheaper in the future by a lot. What it does do is erode savings and inflate assets. It's nearly the entire reason for wealth inequality. Its why gold is needed"
X Link 2024-09-27T00:02Z [---] followers, [--] engagements
"@hubbidy777 @AvidCommentator @MikeBromley15 @SirPointPiper Won't happen with current world debt levels. Its not prior decades with considerably lower debt levels. Everything will fall relative to gold but we wont see nominal rates anywhere near 20%. Financial repression will continue"
X Link 2024-09-27T00:40Z [---] followers, [--] engagements
"@rationalaussie I've always said the biggest question is what is the future of unskilled labour. Not dissimilar from your point/phrasing. I don't know the answer. I hate the idea of a UBI but I can see the argument"
X Link 2024-09-29T12:32Z [---] followers, [--] engagements
"@MakeGoldGreat @DaveHcontrarian @GoldEventsAU @mendezmendezart What were his previous calls"
X Link 2024-10-03T10:44Z [---] followers, [----] engagements
"@BarrySteeleNB @abcnews How very Malthusian. We are using less land and resources to produce commodities and they are cheaper now than they have been at any point in history. Humans are very good at overcoming perceived scarcity. We are living in the most abundant time in human history"
X Link 2024-10-16T23:24Z [---] followers, [--] engagements
"@MChandlerMather Even if true magic wand waved and every investment property now becomes owned by the person renting it. Does nothing to change the supply or demand dynamic affecting current people looking for somewhere to live. It shuffles the deck chairs while qty standing remains the same"
X Link 2024-10-18T22:24Z [---] followers, [--] engagements
"@Grace481104 @MarshBrentnall @colonelhogans Of course. And rightly so but you might as well say 'the other party' is going to ban IVF or to change tact 'the other party' is going to allow dogs to be farmed for food or something else outlandish. It just appeals to anger and fear. Doesn't mean there is any truth in it"
X Link 2024-10-25T11:24Z [---] followers, [--] engagements
"@ausstockchick I don't understand the lithium hype. Apparently demand is so high for ev's yet price is near lows It's also a metal that is so plentiful and cheap to mine"
X Link 2024-10-26T05:24Z [---] followers, [---] engagements
"@patrickadownes PDN too. Seems across the entire Uranium sector. [--] months at most before a lot get a rude awakening. Particularly with the producers"
X Link 2024-10-26T23:30Z [---] followers, [---] engagements
"@Paladin_Energy Is it possible to get some answers to the below I found the quarterly update fairly lacking in information that I would have expected to be fairly forthcoming. Particularly in regards to both guidance and the price received. Noting some payment was received last quarter"
X Link 2024-10-28T02:10Z [---] followers, [---] engagements
"@newscomauHQ You cannot hate the media enough. 'Putin Drone attack'. If you clowns were reporting in the 1940's it would be 'Roosevelt plane attack demolishes Pearl Harbor'"
X Link 2024-12-23T05:21Z [--] followers, [--] engagements
"@patrickadownes I would be interested to see how the percentage of speculation compares between uranium and other markets particularly the precious metals. Could extend that to other metals like Nickel after the shit show that happened a few years ago. I'm not sure about soft commodities"
X Link 2025-02-11T01:03Z [--] followers, [--] engagements
"@patrickadownes Like the greens here they have long strayed from their original mission/priorities"
X Link 2025-03-20T02:56Z [--] followers, [--] engagements
"@OliverInWA @ausstockchick Yer I wasnt planning to sell. It kind of reminds me of RRL circa [--] months ago tbh in terms of sentiment. I hold (in order from heaviest to lightest) EVN RRL GOR NST BGL GMD BC8"
X Link 2025-03-30T12:36Z [--] followers, [--] engagements
"@OliverInWA @ausstockchick Don't ask me how my Aussie Uranium index fund is going"
X Link 2025-03-30T12:47Z [--] followers, [--] engagements
"@Just_Rad @libertarianlaws Same reason Harvey Norman has interest free. Semantics"
X Link 2025-04-02T07:16Z [--] followers, [--] engagements
"@AlchemyofFinan1 Don't think there's much in it balance sheet wise.After the recent 30% sale of blackwater whc balance sheet is very robust. Whc has better margins and more exposed to met coal. Whole sector should do well but I think met coal outperforms"
X Link 2025-04-05T22:26Z [--] followers, [--] engagements
"@GardnerRhod @AlchemyofFinan1 Would you expect spot price of those coals to increase if effectively USA production has been curtailed in the seaborne market And all else equal there is now more demand in the seaborne market"
X Link 2025-04-06T08:09Z [--] followers, [--] engagements
"@OliverInWA The only housing specific tax break is the CGT exemption on your ppor. Every other 'tax break' is applicable to any asset or investment"
X Link 2025-04-29T03:44Z [--] followers, [--] engagements
"@AusConservation Haven't got the memo yet the rest of the world is moving away from solely renewables (cough Spain) and adding nuclear capacity. What we do here is a)Meaningless in context of Global emissions and b)Economic suicide selling cheap energy to China to rebuy it as solar panels"
X Link 2025-05-05T10:36Z [--] followers, [--] engagements
"@DrCameronMurray @hillierme The comparison to cash is also not honest Cash is the root product we use to pay for things. Its not turnips cows roof shingles or CBA shares. To pay tax on interest requires no conversion to the currency"
X Link 2025-05-06T04:06Z [--] followers, [--] engagements
"@bowtiedstocks @anmollie23 My view isn't that houses necessarily go up but the currency will go down. Have no qualms using property to leverage that trend particularly when gov and RBA have consistently demonstrated they don't intend to reverse it. That and some healthy allocation to precious metals"
X Link 2025-05-11T08:15Z [--] followers, [--] engagements
"@AusBTCIndBody That would likely carry across to the precious metals and well. I can't see it having legs tbh. Aus gov will demand AUD citing legal tender laws and it's definition of money"
X Link 2025-05-19T09:54Z [--] followers, [----] engagements
"@SteveWoosnam @matt_barrie A large part because they don't have candidates or the network to adequately communicate policies I feel. The nationals experience here is far stronger if they are genuinely tossing the liberals out and stay 'common sense' on policy they could do well"
X Link 2025-05-20T03:29Z [--] followers, [--] engagements
"@TomBurkeDarwin @Joegemmola They will piss millions away on a divisive voice referendum but won't hold one that would remove their 'exemptions'. I'm shocked"
X Link 2025-05-20T23:13Z [---] followers, [--] engagements
"@alexstanczyk @rationalaussie @SenatorRennick Can't participate in capitalism without capital. You need to grow capital by investing it not just save/hoard it. Businesses valued on multiples of cashflow increased cashflow should always be the goal"
X Link 2025-05-24T00:53Z [--] followers, [--] engagements
"Inclined to agree but people have been shouting this for literally [--] decades now and why I held off buying property as long as I did. Government have shown at every slight wobble they will support it with immigration or subsidies. Housing debt is also such a systemic risk to our banking industry that it will be bailed out with rate cuts to maintain stability. The currency (Pacific Peso) will continue its march downwards in purchasing power the masses and politicians will blame rich people price gouging and evil corporates for the ensuing inflation and life will keep on. Its a shame to see"
X Link 2025-05-26T12:55Z [--] followers, [----] engagements
"The government doesn't need to be involved. I wouldn't trust them to manage the keys to their wallet. We don't need .gov to do anything other than allow individuals to freely trade and transact in it. Rennick may be wrong in understanding but correct on the approach from gov"
X Link 2025-05-27T19:54Z [--] followers, [---] engagements
"There is literally dozens of ways to achieve the same goal without it being a tax on unrealized gains. Stop misrepresenting the complaints against the tax change it. Here's [--] off the top of my head - [--]. Look at reduced concessional contributions above a threshold [--]. Look at taxation in pension phase above a threshold [--]. Look at taxation rates in accumulation phase above a threshold The issue is the unrealised gains part of the tax"
X Link 2025-05-28T09:49Z [--] followers, [---] engagements
"I'm not familiar with where that is from but I imagine an Austrac law which should be rescinded/cancelled. FWIW I have had my bank account queried when I have transferred to a CFD brokerage. While I detest banks at the best of times they are between a rock and a hard place with laws on the one hand they are abused for asking what a customer is doing with their funds while simultaneously berated for not doing enough to stop scams. With the definition for a scam being 'customer sent funds to some dodgy operator'. I'd like banks to stay out of my customers business and for everyone to take"
X Link 2025-05-29T01:48Z [--] followers, [--] engagements
"@EricLDaugh @grok is this true"
X Link 2025-05-30T04:56Z [--] followers, [--] engagements
"@bayanimills Anyone with AUD denominated debt"
X Link 2025-06-01T01:44Z [--] followers, [--] engagements
"@Neutron2261 @AvidCommentator I was replying to the posters comment initially. "The ironic thing is if Australia truly wanted to go it alone geopolitically we'd have to spend 2.5x or more on defence.""
X Link 2025-06-02T11:47Z [--] followers, [--] engagements
"$PDN and wider Uranium sector is a freaking yo yo"
X Link 2025-06-04T00:46Z [---] followers, [---] engagements
"I like Rennick and he got my vote but I think he is referring to defined benefit schemes which I would agree are a Ponzi. The cash largely isn't invested in anything and relies on inflows greater than outflows . Superannuation in Australia (as much as I think it should be optional) isn't really the same. It's your cash specifically set aside in what is essentially a gated trust until [--]. That structure can hold nearly any asset or makeup. As foolish as it would be you could do 100% cash. You getting your cash at retirement doesn't depend on new entrants. If the argument is 'oh but when"
X Link 2025-06-04T23:14Z [---] followers, [--] engagements
"@martypartymusic I love seeing all the crypto and new btc peeps clamour for government involvement and rules. Literally the opposite of the decentralised and freedom that old btc adopters wanted. Satoshi would be embarrassed at what happened to the adopters"
X Link 2025-06-05T06:13Z [---] followers, [---] engagements
"@MickamiousG What is this 'super is a ponzi' parroting that's popped up lately. It's a structure not an asset itself. I don't need fresh money coming into super for me to withdraw mine. Exactly the same with any investing outside of super"
X Link 2025-06-05T12:33Z [---] followers, [--] engagements
"Then say fiat is a ponzi and I would be somewhat sympathetic due to debt based money requiring constant credit creation to satisfy existing obligations. Singling out superannuation as a Ponzi implying that other forms of investing are not is incorrect. Once more for people at the back there is nothing specific about superannuation that makes it a ponzi anymore than investing in anything is. Might as well say setting up a corporation is a ponzi relative to running things as a sole trader"
X Link 2025-06-05T14:28Z [---] followers, [--] engagements
"@Jack_Dostine @bowtiedstocks I remember seeing some a few months ago but can't recall where. The tldr was an argument for the last decade or so favouring passive over active investing is likely to change in the next few years. Not sure if the paper was singing from its own song sheet a little though"
X Link 2025-06-07T23:53Z [---] followers, [--] engagements
"Add to this a lot of miners ( $PDN $BOE etc) have large short positions likely to exacerbate this move to the upside. ".With uranium entering its next bull-phase we see a narrow window to accumulate miners before replacement-rate contracting starts in a structurally undersupplied market. - Citi. #uranium ".With uranium entering its next bull-phase we see a narrow window to accumulate miners before replacement-rate contracting starts in a structurally undersupplied market. - Citi. #uranium"
X Link 2025-06-08T00:30Z [---] followers, [---] engagements
"@SloCan68 Are you now holding $PDN with the merger with fission Or have you rotated out now with new ownership"
X Link 2025-06-08T02:07Z [---] followers, [---] engagements
"And make super optional for those above a threshold. Say 500k. Once you've hit that you can choose to contribute to super or not. Also not against the tax raising to 30% above $3M either. The unrealised gains part is the sticking point and turns principle of taxation on its head and an outright scary precedent for anyone on the young side"
X Link 2025-06-09T22:44Z [---] followers, [--] engagements
"$MIN has had quite a rally from the lows if you were brave/lucky enough to grab below $15. Bit of resistance here though to be aware of. Technically really need that prior low of about $18.50 to hold. I'm synthetically long via a short put but have taken the opportunity with recent rally and volatility to roll it out and lower the strike for a pretty decent credit. There is still a lot of risk with the haul road and Onslow rates and it needs to prove itself over the next [--] months. If $MIN can hit targets I can see this back over $40 a share this time next year. The lithium assets are nice but"
X Link 2025-06-11T01:05Z [---] followers, [--] engagements
"Is $PDN actually going to hold above the $6.50 level today Still sitting at about 15% of the float short. Once we clear $6.50 definitively we should see a run to $8 in fairly short order. Depending on where shorts were put on (those from $17 will be fine) that kind of move could get squeezy"
X Link 2025-06-12T01:39Z [---] followers, [---] engagements
"Be nice if we could manage this in Australia instead of bickering and heading down a path of de-industrialisation at the behest of a C02 target. C02 which is not emitted by Nuclear. Equivalent solar land is over [----] acres. (that's 1000x more land for those keeping score at home) while generating power for at most 8hrs a day (being generous) so we still need gas infrastructure as well as battery infrastructure all while paying through the nose for the privilege. Pound for pound the AP1000 is the smallest modular reactor. [--] factory-made modules assembled on site to generate over a gigawatt of"
X Link 2025-06-13T12:45Z [---] followers, [--] engagements
"There's the smash through $6.50. $PDN It's on. Is $PDN actually going to hold above the $6.50 level today Still sitting at about 15% of the float short. Once we clear $6.50 definitively we should see a run to $8 in fairly short order. Depending on where shorts were put on (those from $17 will be fine) that kind of move https://t.co/wrxinNQHy6 Is $PDN actually going to hold above the $6.50 level today Still sitting at about 15% of the float short. Once we clear $6.50 definitively we should see a run to $8 in fairly short order. Depending on where shorts were put on (those from $17 will be"
X Link 2025-06-16T00:46Z [---] followers, [---] engagements
"@patrickadownes Gift horses and mouths. Concern is knowing uranium equities it will be down by twice as much tomorrow"
X Link 2025-06-16T00:47Z [---] followers, [---] engagements
"By god that company is hopeless. My worst ever investment and I learnt a lot. Took the tax loss and sold out just after it split of leonara to GMD (look how that's performed.) Anything with SBM or the management just turns to shit. Couldn't get laid in a brothel with a fistful of fifties"
X Link 2025-06-16T04:14Z [---] followers, [---] engagements
"@TaxPawspective Make super optional once you have a certain account balance. I understand the argument to ease pension obligations but if you're penalising someone for having to much (proposed unrealised gains) then make super contributions optional for those that have say a $500k balance"
X Link 2025-06-18T08:35Z [---] followers, [---] engagements
"Take 20yo making median full time wage and contributing the required amount to superannuation (no extra) with 2% wage growth. They will hit $3M by [--] with a CAGR of 7.7%. Lower then the historical performance of most stock markets. Anyone making above median or making extra contributions will hit it far sooner"
X Link 2025-06-19T05:15Z [---] followers, [--] engagements
"Big move down in EVN. Almost 18% off the high. Needed a breather and some broker downgrades added to it. Quarterly will be out in a few weeks and expecting the move up to continue on the back of strong copper and gold prices. Bought more here today very healthy margins cash balance and growth outlook"
X Link 2025-06-19T05:34Z [---] followers, [--] engagements
"$EVN is added to the ASX50 from start of trading 23rd Jun. They report Quarterly numbers on 16th July. The stock is down 20% from its high a couple of weeks ago. Just a pullback IMO and a much needed breather. UBS did downgrade its outlook which added to it"
X Link 2025-06-20T05:40Z [---] followers, [---] engagements
"Jun QTR if they hit similar production to Mar Qtr (180k gold 19k copper) and hit capex guidance etc I'm expecting about $280M Group Cash flow (Mar - $207M) EVN dividend policy is 50% of cashflow. If we look at the full year as being $760M (if they hit my estimate of $280M for Jun QTR) 50% pay-out implies 19c for FY dividend or a $0.12c final dividend taking into account the $0.07 already paid. This will be the bulk of the cash from the qtr paid out ($238M) in dividends and we won't see net debt drop below $1B this FY (but will be close)"
X Link 2025-06-20T05:40Z [---] followers, [---] engagements
"Looking at FY26 if we just assume it is going to look like four times the Jun QTR we have nearly $3B EBITDA $1120M in Group cashflow and FY26 dividends of 28c assuming spot stays static. At $7.80 a share that's [---] times EV/Cashflow. (I dislike PE for mining companies due to high depreciation and funny business). If we further assume no growth (there will be) by the end of FY27 we will have a debt free company and more cash than they knows what to do with. Selfishly what I would REALLYlike to see at the FY results is the institution of a buyback. Instead of a 12c final dividend keep a 7c"
X Link 2025-06-20T05:40Z [---] followers, [--] engagements
"$EVN is my largest holding however (and I lucked out here) bought my first parcel of $NST as a result of their buyback program at $7.30 (wish I did more then.) EVN has the cashflow we are undervalued IMO and we can bring in a small buyback and maintain a healthy dividend payment to keep the boomers happy while still sticking to the existing policy of 50% cashflow returned to shareholders"
X Link 2025-06-20T05:40Z [---] followers, [---] engagements
"@BLSHigh Yes but not the enterprise value. Speaks more to the level of debt being carried than the valuation of its mining services"
X Link 2025-06-25T08:14Z [---] followers, [--] engagements
"@MickamiousG I have. Wasn't a particularly high profile case but the experience was interesting but also a bit eye opening just how deliberations in the jury room can go in an emotionally charged case with little evidence"
X Link 2025-06-30T03:35Z [---] followers, [---] engagements
"@BLSHigh $PDN still stubbornly high. Says there's a bit more upside in $PDN from here given remaining shorts to close. Or shorters still see downside to $PDN and are willing to suffer through a little upside pain. Coin flip how to interpret data sometimes"
X Link 2025-07-01T03:28Z [---] followers, [---] engagements
"Victoria is the only place that actually rolled out anti-investor policies. Brisbane increased a lot more than Melbourne fell. You can see it in CBA reports housing credit is still expanding nationally. I don't disagree that most are oblivious to risks and I'm not buying into a highly levered property here. But if I needed somewhere to live I don't think I'd dick around too much either particularly given the cost of (and direction of) rents in most locations"
X Link 2025-07-02T04:04Z [---] followers, [--] engagements
"Market seems to have forgotten just how many oz $NST are sitting on. This below announcement was put put less than [--] months ago. I can't stress how many oz this is or that this does not include Hemi. -Spending the capex now to increase rates/throughput will yield results over that [--] year horizon. Short term those that bought the stock hoping for quick gains on the back of gold price will leave but for those with a slightly longer time preference this is a buying opportunity here among the carnage. I already have a fair holding of $NST but I topped up more today sub $17. Will be running some"
X Link 2025-07-07T05:36Z [---] followers, [---] engagements
"$BOE Shorts have been closing out fairly aggressively the last month or so. $PDN has largely remained unchanged and has now taken the top spot for the most shorted stock on the ASX. Not sure what to make of it explicitly. The broad Uranium sector is still undervalued and I would be nervous holding shorts here"
X Link 2025-07-07T12:51Z [---] followers, [---] engagements
"@dog_man_77 @AvidCommentator I think your last few words are the important ones here. I think you would be surprised just how many people outside your circle don't use an offset understand it or otherwise don't have what I would call 'moderate financial literacy'"
X Link 2025-07-08T04:01Z [---] followers, [--] engagements
"@evcricket @FootnotesGuy I'm sure you seek out the highest interest rate on your mortgage"
X Link 2025-07-12T01:49Z [---] followers, [--] engagements
"@PeterSchiff Why is @Tether_to adding gold to its balance sheet "
X Link 2025-07-12T09:28Z [---] followers, [--] engagements
"Jesus Christ mate learn some paragraphing formatting general structure but most importantly release the damn Epstein list. Maxwell is innocent Or who exactly was she trafficking children for Donald J. Trump Truth Social 07.12.25 05:21 PM EST Whats going on with my boys and in some cases gals Theyre all going after Attorney General Pam Bondi who is doing a FANTASTIC JOB Were on one Team MAGA and I dont like whats happening. We have a PERFECT Donald J. Trump Truth Social 07.12.25 05:21 PM EST Whats going on with my boys and in some cases gals Theyre all going after Attorney General Pam Bondi"
X Link 2025-07-13T00:41Z [---] followers, [--] engagements
"@MisterUppy What happened to silver in Jan [---] when lease rates were higher"
X Link 2025-07-15T07:15Z [---] followers, [---] engagements
"$EVN results today. The full year cashflow came in at $787M against my estimate of $760M. The conference call: - ruled out any expectation of a buyback 😢 but reaffirmed their dividend policy of 50% cashflow. Expecting 12c Final to be announced in August. - I interpreted their point about their gearing being back in 'normal' ranges as being receptive to a well priced acquisition somewhere (they have the cash and appetite for it) -Pricing $4400/oz and $14500/tonne for Au/Cu. Both of these are significantly below spot. Cu is presently $18800/tonne. This will flow through to lower AISC than"
X Link 2025-07-16T03:35Z [---] followers, [---] engagements
"I cant see him doing it. I think its an Epstein distraction. Trumps options are limited and Powell has too much pride and reputation to give in. It will likely be counterproductive as Powell will now refuse to cut lest he be seen as doing what Trump wants. Realistically Trump can't sustainably fire Powell. The Supreme Court likely returns him to his role until his term expires. Which leaves the mean time between the firing and the court date for a Trump appointed moron to potentially wreck everything. Realistically Trump can't sustainably fire Powell. The Supreme Court likely returns him to"
X Link 2025-07-16T15:30Z [---] followers, [--] engagements
"@zerohedge BTC doesn't seem to give a fuck. Push pull between that and nasdaq proxy"
X Link 2025-07-16T15:31Z [---] followers, [---] engagements
"@LukeyTrags Probably a question to ask next week. But do you have a strong case for yal over whc or nhc Where do they stack up/compare to you"
X Link 2025-07-17T08:50Z [---] followers, [---] engagements
"@r3tarddownunder @AlboMP Mate I'm already a lost cause if I'm at a Coldplay concert. Might as well soak up the culture"
X Link 2025-07-18T10:04Z [---] followers, [---] engagements
"All by design. If we don't have a national identity we can agree on just how the hell are we supposed to make a plan for the future And people wonder why we cant seem to build any infrastructure our economy and cost of living is a mess shithouse productivity/GDP/employment papered over with migration and NDIS. We have absolutely no alignment on a national goal or priority. We cannot do anything outside a 3year election cycle. Our infrastructure was all built [--] [---] years ago and aging. Any income that should be used for national capex to improve things is pissed away on NDIS or some other"
X Link 2025-07-18T13:58Z [---] followers, [----] engagements
"All by design. If we don't have a national identity we can agree on just how the hell are we supposed to make a plan for the future And people wonder why we cant seem to build any infrastructure our economy and cost of living is a mess shithouse productivity/GDP/employment papered over with migration and NDIS. We have absolutely no alignment on a national goal or priority. We cannot do anything outside a 3year election cycle. Our infrastructure was all built [--] [---] years ago and aging. Any income that should be used for national capex to improve things is pissed away on NDIS or some other"
X Link 2025-07-18T13:58Z [---] followers, [--] engagements
"@FranMooMoo Asking for logical consistency here is a bit of a tall order isn't it I admire the optimism though"
X Link 2025-07-18T14:22Z [---] followers, [---] engagements
"@LukeGromen @NewLowObserver Who is the Jim Sinclair of 2025"
X Link 2025-07-18T22:35Z [---] followers, [---] engagements
"@cardano_cod @great_martis What part of the country As much as Aussie property is cooked in a lot of locations and CBA being overpriced I'd be very careful selling the house you live in given the migration level the gov seems intent to maintain. Not advice but a thought"
X Link 2025-07-19T02:39Z [---] followers, [--] engagements
"Gold is currently down about 5% in both USD and AUD terms from the highs. My selection of miners are all down about 25% from their highs after having a good run. Notably $GDX has fared better and only down 7%. I put this down to the larger (predominantly US) miners having not run as hard as the AUD mid caps. I haven't taken any off and I think this move is overdone. I have added more trading exposure here in the last week to $EVN $NST and some $RRL today. I think gold will break out to the upside and challenge the prior $3500 highs in the next couple of weeks. I expect the miners to follow."
X Link 2025-07-21T03:35Z [---] followers, [---] engagements
"A lot of people are talking about silver being poised to break $40 imminently. Which will still be 25% away from its ATH. Hear in the land of the Pacific Peso we broke ATH mid last year and are essentially at $60. Local currency matters and I've never fully understood why the USD drives even local sentiment so much. This extends to mining companies as well. If we are on the edge of a coming commodity run for most minerals/metals/ores I do expect the AUD to strengthen which will take the edge off the raw performance but the increase in performance due to sentiment changing will more than make"
X Link 2025-07-22T05:34Z [---] followers, [--] engagements
"@Stella4Menzies Help me find these billions rather than just alleging it. Show me the receipts cause i sure can't seem to find billions in subsidies to fossil fuel companies. I am seeing a lot to renewable projects though that seem to disappoint with outcomes"
X Link 2025-07-22T23:37Z [---] followers, [---] engagements
"@GregMcgarvie classy work replies then blocks. Provides examples as fuel taxes that are paid by users that use the roads. The same 'subsidy' that exists for farmers or any vehicle not utilising roads. A tractor or excavator isn't on our highways ergo doesn't pay the tax. Might as well whine that non smokers don't pay the cigarette tax. Get better"
X Link 2025-07-23T05:44Z [---] followers, [--] engagements
"As much as I empathise with the position in cases like this we don't want it. The potential and risk of abuse is too high. The case I think of in extreme 'self defence laws' is from Florida (I think) where a homeowner shot a pizza delivery driver because the poor kid rocked up to the wrong address late at night and knocked on the wrong door"
X Link 2025-07-24T01:40Z [---] followers, [--] engagements
"@AvidCommentator Fuck me they are about to have a good payday. Wish I could get 20% of 830k just cause I took out loans"
X Link 2025-07-24T02:25Z [---] followers, 12.4K engagements
"@SydneyKnight71 @alexjohnward @AvidCommentator Probably right but id question how that much debt was extended to them in the first place. Its all ended up in the pockets of the university sector"
X Link 2025-07-24T11:00Z [---] followers, [--] engagements
"@Mitchpratty1 @clowndownunder Its not going to end well. His go fund me will launch [--] days after the court date. I hate banks as much as the next person but they offered to completely re-imburse you. Take the w and move on"
X Link 2025-07-24T11:52Z [---] followers, [---] engagements
"@alexjohnward @aussi3dutchman @SydneyKnight71 @AvidCommentator And in this case the issuer is the taxpayer. NFI how you are defending this. We are using taxpayer dollars to subsidise higher earners by forgiving/writing off their debt. It's regressive"
X Link 2025-07-25T05:47Z [---] followers, [--] engagements
"@JoeConsorti [-----] BTC over $9 billion was bought into open market order books and bitcoin barely moved. That's the story"
X Link 2025-07-26T03:13Z [---] followers, [----] engagements
"I'm sure this degeneracy ends well. I own and like btc but gambling like this with your literal house on the line is stupid. 🏠 Own a $1M house mortgage free 💰 Pull $750K HELOC @ 7.86% ($4913/mo). 🚀 Buy [----] BTC @ $118K. In [--] yrs at $1M/BTC = $6.36M. 💸 After $1.34M payoff (loan + interest) you keep [----] BTC ($5M). 📉 Break-even BTC = $210K. 🤔 Would you take this bet 🏠 Own a $1M house mortgage free 💰 Pull $750K HELOC @ 7.86% ($4913/mo). 🚀 Buy [----] BTC @ $118K. In [--] yrs at $1M/BTC = $6.36M. 💸 After $1.34M payoff (loan + interest) you keep [----] BTC ($5M). 📉 Break-even BTC = $210K. 🤔"
X Link 2025-07-28T05:48Z [---] followers, [--] engagements
"@74pvan @cmkusher You can. Its called a reverse mortgage. I understand its a touchy one but not sure how taxing young people 50% of their income to support retirees in $3M properties is fair equitable or not detrimental to the direction of the country"
X Link 2025-07-28T06:45Z [---] followers, [--] engagements
"Look at your ATO receipt to see how much goes to pensions. I'm not advocating people to be cut off8 just saying it's a bit on the nose that you can have a $3M house while collecting the pension. Take a reverse mortgage of say 30% or $1M in this example to live off. That's more than most have in super. Younger Australians are punished by taxes and living costs not sure they should be subsidising wealthy homeowners on top of it"
X Link 2025-07-28T09:16Z [---] followers, [--] engagements
"@FlamingPin74918 @cmkusher So lets abolish means testing completely Everyone gets a pension Gina Rhinehart and Twiggy get it Not sure I can square that circle when young families as it is cannot afford a house"
X Link 2025-07-28T12:27Z [---] followers, [--] engagements
"@LynAldenContact We're gunna need a bigger train"
X Link 2025-07-28T21:08Z [---] followers, [----] engagements
"Critical metal behaving like a meme coin. Totally rational markets. Copper getting obliterated by more than 20% and is currently on track for its worst day in history 📉📉 https://t.co/dTcyTOtllq Copper getting obliterated by more than 20% and is currently on track for its worst day in history 📉📉 https://t.co/dTcyTOtllq"
X Link 2025-07-31T03:54Z [---] followers, [--] engagements
"@rationalaussie I just have proton bundled with my email. Haven't really used it much but it's there when I do need. Otherwise surfshark wasn't bad a few years ago"
X Link 2025-07-31T06:49Z [---] followers, [----] engagements
"Should Owner occupiers then be allowed to deduct their interest expense against their income Doesn't seem appropriate that a non investment asset not only is paid for with a mortgage rates and insurance from post tax income for x years to then be taxed again on the gain when it is sold. All the while you are going to have to rebuy in the same market at the higher entry price plus stamp duty. Productivity and labour mobility will get smashed"
X Link 2025-08-04T04:43Z [---] followers, [--] engagements
"🧐🧐🤨🤨🤔🤔 Casually looking at ways to monetise the balance sheet. Why I think gold is heading higher for decades governments have wanted to slow the rise of gold and suppress it to avoid the monetary signal. Today incentives are aligned for the gold price to head higher as it benefits the government more than it hurts. https://gata.org/node/24008 https://gata.org/node/24008 https://gata.org/node/24008 https://gata.org/node/24008"
X Link 2025-08-06T22:41Z [---] followers, [--] engagements
"@DebraG_Robins I almost bought more last week. Particularly as I'm going to lose my $GOR shares in October and have my overall gold allocation reduced"
X Link 2025-08-10T01:16Z [---] followers, [---] engagements
"@ausvstheagenda Stop giving these [--] synapses promotion or visibility"
X Link 2025-08-11T06:56Z [---] followers, [---] engagements
"@bowtiedstocks Melbourne and Sydney are great. I definitely would never leave and Qld is a shithole. Not worth it even for the nice weather"
X Link 2025-08-12T00:45Z [---] followers, [--] engagements
"I try to refrain myself sometimes but by god you're a fuckwit. Norway invests in its oil and gas and is a part owner in extracting it. Would you support the Aust government taking an ownership stake and fronting some of the Capex requirements Yes the gas/coal is 'ours' but you know what its worth in the ground Exactly $0. Resources only have value because they can be economically extracted and delivered to a customer to satisfy demands. Our environmental and mining laws in this country are some of the most stringent in the world. Yet you continue to paint the companies that take the risk and"
X Link 2025-08-13T10:01Z [---] followers, [----] engagements
"@minenergybiz That's not correct for $evn at least. Their margin is $2650/Oz AUD or $1700 USD. This will be higher now as the below is from full year [----] and uses a $4300/AUD gold price while spot sits north of $5100"
X Link 2025-08-15T11:10Z [---] followers, [----] engagements
"@minenergybiz I was being generous. Their aisc margin for Q2 is $3341/oz AUD. About $2170 USD. Which would put them #5 on your list"
X Link 2025-08-15T11:17Z [---] followers, [---] engagements
"I have banged the drum on this exact issue for years. Analysts have continually forecast gold to decline for the decades so it's hard for the equities to gain traction. Despite being consistently wrong these forecasts somehow still carry weight. The fundamental issue in my opinion is gold should not be analysed from the commodities group but it should be on the bond and currency desks. Commodities are consumed and you balance supply and demand gold is hoarded and not consumed. Every ounce (mostly) ever mined is still available to increase supply at some price point. I am a $GOR holder and a"
X Link 2025-08-17T23:21Z [---] followers, [---] engagements
"Hard no. It's a road tax. The diesel isn't used on the roads so no tax. Not the company's fault the government doesn't allocate the funding appropriately. Maybe if they focused on infrastructure instead of pointless divisive referendums 'green' energy handouts and reign in NDIS rorts it wouldn't need to host a 'productivity' commission that is really just a brainstorm on how to fleece more money from the economy to piss up the wall. Proposing to slug farmers as well Why is the government/public sector perpetually bailed out and the answer always more tax grabs instead of reduction in spending"
X Link 2025-08-20T00:19Z [---] followers, [---] engagements
"@LukeyTrags They are clearly on the M&A hunt and there could be concerns they will overpay for something. (Anglo cough cough) It's not often (although it can) that the acquiring companies share price performs well immediately after announcing an acquisition"
X Link 2025-08-22T02:10Z [---] followers, [---] engagements
"Nearly my entire watchlist is green today. Annoyed I don't own any $SFR but man $RRL on fire today. To think I sold a trading parcel at $2 last year. (Still holding large size). I really want to grow this to $2M by end of next year. I will lose all my $GOR holdings in a couple months so will have circa 120k to deploy. I'm hoping for another material pullback in coal stocks and increase my allocation to $WHC"
X Link 2025-08-25T07:23Z [---] followers, [---] engagements
"That's a big owwie. At least holders have had time to come to terms with it before today. $PEN"
X Link 2025-08-26T06:36Z [---] followers, [---] engagements
"They can take a reverse mortgage to fund the retirement. 20% mortgage on a $3M house is $600k. That's a handy wad of cash and they still have 80% equity. At the bare minimum any pension payments should be reclaimed from the estate. It's a safety net not an entitlement or goal imo"
X Link 2025-08-26T08:39Z [---] followers, [----] engagements
"@minenergybiz Be good to overlay this as a FCF yield to EV as well in addition to raw numbers"
X Link 2025-08-26T09:00Z [---] followers, [---] engagements
"Rad my top comment again. 1) yes because if you don't have a ppor you will have to rent 2) Reverse mortgage for cashflow. Solved. I'm not saying extravagant lifestyle but the immorality of slugging working families to pay welfare to retirees with a networth they could only dream of is glaring"
X Link 2025-08-26T21:26Z [---] followers, [--] engagements
"@patrickadownes Not a holder but will be listening to PLS earnings call for 'Patrick from Lithium Twitter'"
X Link 2025-08-27T02:14Z [---] followers, [---] engagements
"@taipan168 @disco___cat Wow Germany and France. Da fuq"
X Link 2025-08-27T10:33Z [---] followers, [--] engagements
"@taipan168 I'm not against repayment of that welfare from the estate. But a flat percentage or duty on inheritance i don't support at all. It's money that has been taxed all its life and is what's survived"
X Link 2025-08-27T16:46Z [---] followers, [--] engagements
"Yer. I'm not sure how to address this. And most of our chat over last day or [--] been around ppor and it shouldn't be taxed in a sell/rebuy scenario when alive. Inheriting your parents ppor when you have none should be grandfathered. If you own a ppor yourself your parents property becomes an investment with applicable CGT. This will also encourage parents to sell their ppor/downsize while alive imo. A flat inheritance tax on all assets is a non starter for me. The ppor is a tricky one though. Any debt held against the ppor needs to be considered also"
X Link 2025-08-27T21:48Z [---] followers, [--] engagements
"Surely this time it's for real. $PDN PDN results yesterday $177M revenue gainst the sale of 2.7Mlb U. Mining ramping up and at full run rate end of FY26 with guidance for FY26 at 4.2Mlbs . That should be a further $100M revenue at current spot. I also expect some further cost reductions once ramp up settles down. Cashflow positive comfortably with current U price with that production profile. I expect FY27 guidance to be 5-5.5Mlbs to help further. Heavily short and has potential for squeezy behaviour as well"
X Link 2025-08-29T00:18Z [---] followers, [--] engagements
"@ellymelly @woolworths Lol literally did the same thing today. Wife asked to grab grapes. Said they didn't have any"
X Link 2025-08-29T06:04Z [---] followers, [---] engagements
"@richoffuranium I'm not even close to a community leader but I back $PDN. Producer and will be cash flow positive this year. Has a growth pathway with their PLS project. Most of these developers/explorers are never going to sell a barrel of U"
X Link 2025-08-30T22:30Z [---] followers, [---] engagements
"@DawesPoints @Murraybruce88 @lukegromen02 Is us treasury market quote a bit larger than $29 Or is this excluding that owned by the Fed. Not sure where unfunded liabilities and derivatives fit into this metric. Makes prior comparisons under a gold standard difficult"
X Link 2025-08-30T23:02Z [---] followers, [--] engagements
"@FIREDUpWealth @Maseb244 Golds outperformed stocks over last [--] yrs. Rebase your chart to [--] at least. It was literally money before that. Have 10% in gold. It's monetary insurance. From fellow mid-30 yo who has Fired"
X Link 2025-09-01T03:25Z [---] followers, [--] engagements
"Market price for houses in area is 500k. You buy. You want to relocate in a decade. New market price for houses is $1M. You sell and pay CGT on $500k (250k after CGT discount) take 50% tax so you have to pay 125k in tax. Congrats now to rebuy in same market you sold in youve lost $125k. That's a pretty strong disincentive to move downsize etc. We already have a productivity problem"
X Link 2025-09-01T03:33Z [---] followers, [--] engagements
"Excellent thread and observation. I don't follow Cameco releases or performances past the headlines I didn't think a company could be this silly $PDN uranium let's go. I pretty much never comment on single stocks in public because I dont need batsht replies that randomly result and I dont need bad blood with mgmts but this deserves to be flagged as an exhibit in why it still matters to show up for the quarterly call. 1/10 I pretty much never comment on single stocks in public because I dont need batsht replies that randomly result and I dont need bad blood with mgmts but this deserves to be"
X Link 2025-09-02T20:29Z [---] followers, [---] engagements
"@TMFScottP Of all the issues to deal with pokie machines aren't even in the top [--]. No one is forcing people to gamble show some self restraint and accountability"
X Link 2025-09-03T06:56Z [---] followers, [--] engagements
"If you think that is justification for mandating a medical procedure on anyone you've already lost. Would you be so supporting if Trump stacks the medical boards with apparatchiks and mandated some experimental injection cause they slapped a "vaccine" label on it This is what you open yourself to if you are pro mandates. Multiple examples and even discounting covid thalidomide comes to mind as but one. Experts routinely get things wrong even discounting recent history and that's before entertaining the idea of malicious actors. Win the argument by convincing people and making a case. Not by"
X Link 2025-09-04T06:57Z [---] followers, [--] engagements
"@TMFScottP @AussieAnarchist That's fine if you're on the winning side of the bet. Not so much if you're on the losing side and never wanted to play to begin with. Just one example as it was in news recently. There are plenty of others. 'Fuck Katie' is a helluva idealogy. https://www.news.com.au/lifestyle/health/health-problems/katie-did-not-need-the-vaccine-astrazeneca-victim-was-doing-her-bit-to-end-lockdown/news-story/78b2ea5ffe93473d1ada4827b8bc3202"
X Link 2025-09-04T07:14Z [---] followers, [--] engagements
"@plebcapital My pet peeve is not simplifying fractions. Say every $2 in $5 instead of $4 in $10"
X Link 2025-09-05T01:57Z [---] followers, [--] engagements
"I expressed caution when everyone was excited and clamoring for $BTC ETF's and institutional flows that it wouldn't be the positive a lot viewed it as. It's now facing the same issue Gold has for years. Derivatives and synthetic btc artificially inflating supply and soaking up demand. Similar to paper gold every physical ounce supports many (some claims over 100) paper positions. Every on chain $BTC supports multiple 'synthetic' $BTC. Gold bugs will say if you can't touch it you don't own it. $BTC maxis will say not your keys not your coins. Both are correct. In both cases most people only"
X Link 2025-09-06T02:24Z [---] followers, [--] engagements
"Well shit. I don't know what to do when both @jimcramer says sell gold and @GoldmanSachs says buy it. Goldman agrees https://t.co/ED5JOGIjWH Goldman agrees https://t.co/ED5JOGIjWH"
X Link 2025-09-06T07:40Z [---] followers, [--] engagements
"@goldseek Love this. I had a GATA t-shirt but unfortunately the winds of time took its toll. I'd gladly order another"
X Link 2025-09-06T09:34Z [---] followers, [--] engagements
"I have opposed the death penalty as I don't trust the state/courts to get it right everytime and even one mistake of an innocent isn't worth it. However in such clear cut unequivocal guilt I'm on board. Just not sure how to legally square that circle particularly with the rise of AI and potential for abuse"
X Link 2025-09-07T03:01Z [---] followers, [---] engagements
"@candicoated2001 @DrewPavlou Supermarkets make 2.5% margin. The only way they are getting cheaper is if energy costs come down. Which under our current direction isn't going to happen"
X Link 2025-09-08T05:02Z [---] followers, [---] engagements
"Took a look at $BPT this morning as a way to gain some exposure to oil/gas complex. its pretty slim pickings on the ASX for this. Its producing about 20MMboe eq and getting about $77 BOE equivalent pricing for Revenue of circa 1.55B (ignoring 3rd party purchases/sales which ill price out as immaterial and a little cream on top if/when they occur) The largely fixed operating costs of about $710M come off the top so we have an EBITDA on their own production of $850M. Not horrible but the capex Jesus Christ the capex. $725M plus $200M of abandonment expenses. That's negative free cashflow of"
X Link 2025-09-09T03:44Z [---] followers, [---] engagements
"100%. It either triples or they find out their entire study is worthless and they cannot profitably extract anything and it goes to zero for the next poor sap to take it over and attempt a restart (again) when/if Uranium prices hit $200/lb in [--] years. There are better plays to put money in IMO"
X Link 2025-09-11T02:35Z [---] followers, [--] engagements
"@DebraG_Robins Need more $nst. Suffering from hemi and kcgm Capex drag. Be a few years before that Capex yields fruit"
X Link 2025-09-12T04:49Z [---] followers, [---] engagements
"@DebraG_Robins For sure. Losing my $gor holding in a month or [--]. I really wouldn't be against a decent drop in $nst to pile into. Unless you have another suggestion. Really wish $gor passed through the nst shares instead of paying them in cash"
X Link 2025-09-12T05:26Z [---] followers, [--] engagements
"@Stockrocker_ASX My only regret is not buying enough"
X Link 2025-09-12T06:21Z [---] followers, [--] engagements
"The gold price assumptions used by $GOR.AX Gold road resources independent expert advice to claim the takeover price is fair. Not only doesn't even factor in the current spot price let alone the strong likelihood of higher prices it has a long run price of US $2200-$2500. At the very least they need to pass through $NST shares instead of a cash payment. Nearly my entire watchlist is green today. Annoyed I don't own any $SFR but man $RRL on fire today. To think I sold a trading parcel at $2 last year. (Still holding large size). I really want to grow this to $2M by end of next year. I will"
X Link 2025-09-13T00:32Z [---] followers, [--] engagements
"I'm old enough to remember when a 1T deficit in the US was unheard of. And here we are in essentially 'peacetime' with a 2T deficit. Interest expense is comfortably larger than the defense budget and on track to overtake Medicare and social security to be the largest expense in a few years. Furthermore the interest expense is 20% of Receipts. The debt is a national security issue. Own hard assets because as sure as Jesus wore sandals they will print their way out of this. The government has spent $1.97 trillion dollars more than it has taken from you in taxes so far this year alone And yes"
X Link 2025-09-15T01:50Z [---] followers, [--] engagements
"Coal in the ground is worth zero. Same with any commodity. It's value is at the point of consumption or end user. Mining companies have value because they can get it there and still make a profit. If Qld wants to behave how a west African country behaves towards resources it's not surprising to see similar results"
X Link 2025-09-17T06:30Z [---] followers, [--] engagements
"This is a target that should have bipartisan support. Ironic that everyone feels poorer today coinciding with record federal government. Only a few connect the dots and vote accordingly. With all this talk on the emissions reductions on our [----] number and net zero heres a number we really need to talk about. Australia must demand that government is reduced to its [----] levels by [----]. Government bloat will KILL Australias prosperity if we dont act now https://t.co/2qKlnPq9M0 With all this talk on the emissions reductions on our [----] number and net zero heres a number we really need to talk"
X Link 2025-09-19T10:37Z [---] followers, [--] engagements
"I'm sure you had similar criticism when ABC cancelled Tucker Carlson. Or Disney cancelled Gina Carano Or twitter cancelled a sitting US president. Or when Rosanne Barr got cancelled I'm sure you were there on the front lines howling indignation when it was revealed the Biden Admin worked with tech companies to censor people and commentary they didn't like. Im sure your criticism of Kimmel being cancelled is consistent with prior analogous episodes. If not then you aren't attacking autocracy and dictatorship and are a partisan hack that approves of autocracy as long as it's aligned with your"
X Link 2025-09-19T11:50Z [---] followers, [---] engagements
"Wen QLD @DavidCrisafulli Be good timing given recent mine closures/job losses in the $coal space"
X Link 2025-09-22T07:27Z [---] followers, [---] engagements
"@AvidCommentator why the fuck is there no accountability but he can write opinion pieces to clear his conscience"
X Link 2025-09-23T02:57Z [---] followers, [---] engagements
"$5700.If spot price stays here the miners are still incredibly cheap even after their recent run I'm going to have to stop with these posts soon. https://t.co/8dDZdLfYdl I'm going to have to stop with these posts soon. https://t.co/8dDZdLfYdl"
X Link 2025-09-23T06:11Z [---] followers, [--] engagements
"@SunilRe89392848 @billheckler1 Why the dow and not the S&P [---] Is there an equivalent ratio for sp500 in your opinion that likes up with 1:1 dow:gold"
X Link 2025-09-25T09:50Z [---] followers, [--] engagements
"@matt_barrie [--] from where I sit. Got some catching up to do to the yellow cousin. Never feel you have enough when things move in your favour though"
X Link 2025-09-25T10:48Z [---] followers, [----] engagements
"@DebraG_Robins Takeovers and being bought out for cash. Looking at you @_GoldRoad $GOR"
X Link 2025-09-25T10:52Z [---] followers, [---] engagements
"@taipan168 I say it's a good idea. Let them have Melbourne"
X Link 2025-09-25T10:55Z [---] followers, [--] engagements
"@TRAVmoneyofmine As a $gor holder I can appreciate the run but also annoyed that this is the end of the road for gor right at what appears to be cash printing season for miners. Regardless I can respect him coming to talk about the industry"
X Link 2025-09-26T10:24Z [---] followers, [---] engagements
"$70/Oz AUD for $silver now. After all the hype around [----] it does feel this time is a lot different"
X Link 2025-09-26T22:33Z [---] followers, [---] engagements
"@jakestrading18 Why futures price for gold but spot price for silver"
X Link 2025-09-27T01:18Z [---] followers, [---] engagements
"I asked this exact same (directionally) question ahead of the scheme meeting. Could probably find their answer but it was essentially 'we listened to the experts'. Exact wording was below. The independent experts report is as at the 8th August [----]. Since this date the XGD (ASX gold miner index) is up 25% Spot price has improved some 10% and a lot of banks have upgraded their gold price forecasts towards $3800 by end of [----] and continuing to rise into FY2026. Not just the FY2025 price but also the long term price of $2200-2500 given where current AISC across the industry sit and the almost"
X Link 2025-09-27T03:49Z [---] followers, [--] engagements
"@Eagleresa Who the hell is going to come pay overs for a JV project where the other counterparty is borderline antagonistic towards the current partner And I expect there is likely terms somewhere in the JV that gave goldfields pre-emptive rights in the event of any other bid emerging"
X Link 2025-09-27T04:12Z [---] followers, [--] engagements
"I can respect them for that part but still too low. There were other options available to them. They could have sold out Gruyere (still cheap). Retained a royalty over their half of production. Maybe only kicking in above $x/oz so they can satisfy their 'experts' and assume it will never be paid. Royalty only due when gold price above $3600 AUD. Maybe follow QLD Coal royalty idea and take 40% of production when spot is above $5000AUD from [----]. Retain the exploration assets and other equity holdings and go back to what they are/were good at. All done now but not the way I envisioned it going"
X Link 2025-09-27T04:21Z [---] followers, [--] engagements
"@Faryaadd @SilverApeKing I keep one on my desk next to 10oz of silver"
X Link 2025-09-27T06:39Z [---] followers, [--] engagements
"@HDealla Wait til you find out alcohol excise that gets GST added on top. Tax on a tax. Every [--] months. It's a necessity"
X Link 2025-09-30T07:43Z [---] followers, [--] engagements
"I'll be the first to admit I'm not fully sure what this means or what happens from here. How large is China stockpile of iron ore How much do they source outside Australia Does supply just get re-routed and actual demand stay steady What does this implicate for met coal Probably a dozen other questions"
X Link 2025-09-30T09:01Z [---] followers, [----] engagements
"@Toronto242M @TheApeOfGoldST Thoughts on coal today"
X Link 2025-10-01T00:10Z [---] followers, [--] engagements
"@Dimitrios_1963 Pretty much most producers ATM tbh. Given current pricing I'm not inclined to lighten anywhere. Will reallocate some of $GOR into the $coal names in coming months though in all likelihood"
X Link 2025-10-01T07:23Z [---] followers, [---] engagements
"Every few days I'm tempted to take some off the table but then I re-run numbers and realise that most of the positions are a cheaper valuation than they were [--] months ago. $gold $coal $uranium Long commodities. With any luck I will still own all these in a decade"
X Link 2025-10-02T00:24Z [---] followers, [--] engagements
"@matt_barrie I can't see it popping tbh it's been overpriced for decades and gov has continually shown it will do whatever it has to to keep it up. It's too systemically critical for our economy now for me to think gov will just stand aside and let market forces work now given their history"
X Link 2025-10-02T00:58Z [---] followers, [--] engagements
"@FrankiiR31 @matt_barrie Fully agree. The question you haven't asked tho is what does gov and RBA do in the that situation My guess Will start with a P and rhyme with sprint"
X Link 2025-10-02T01:14Z [---] followers, [--] engagements
"@ocieaja What's the 6"
X Link 2025-10-02T08:05Z [---] followers, [---] engagements
"No different here in AUS And that's with 'massaged' CPI numbers. $100000/yr is the new $52000/yr https://t.co/K8a8m7dNXF $100000/yr is the new $52000/yr https://t.co/K8a8m7dNXF"
X Link 2025-10-03T22:26Z [---] followers, [---] engagements
"@Raelsteinfeld @DarioCpx No. I don't actually see the USD going anywhere for the investable future. It (along with all fiat) currencies will just continue down imo. The nickel is a reference to when nickel spiked a few yrs back and traders didn't get paid. And you got cash settled at yesterdays price"
X Link 2025-10-04T02:09Z [---] followers, [--] engagements
"@rationalaussie Curious what you would say your networth split is Are you 100% btc and rent Own a ppor with debt to short currency and everything else btc Any exposure to alts/gold/general stocks"
X Link 2025-10-06T07:02Z [---] followers, [--] engagements
"@MisterUppy Do tether actually own any btc or crypto on its balance sheet Or just UST and now gold"
X Link 2025-10-07T00:23Z [---] followers, [--] engagements
"Wonder if we will ever see the miners trading as if the spot price was higher than it is instead of perpetually lagging it. Gold miners appear unconvinced with $4000/oz #gold today. Everything feels exhausted if I may say so. And that is fine. Gold miners appear unconvinced with $4000/oz #gold today. Everything feels exhausted if I may say so. And that is fine"
X Link 2025-10-08T05:24Z [---] followers, [--] engagements
"Cannot stress this enough for $gold. The same analogy for the BTC crowd is holding your coins on exchange. 🧵 Why Holding Gold & Silver ETFs is an Illusion and Why the System is Near Breaking Point 👇(a thread) [--] Most investors think they own gold or silver through ETFs like $GLD or $SLV. But you dont own metal. You own a claim inside a financial structure that runs on the same 🧵 Why Holding Gold & Silver ETFs is an Illusion and Why the System is Near Breaking Point 👇(a thread) [--] Most investors think they own gold or silver through ETFs like $GLD or $SLV. But you dont own metal. You own a"
X Link 2025-10-08T09:29Z [---] followers, [--] engagements
"Oh the speccy space for miners. I haven't missed you. $GES.ax Genesis Resources (Not Genesis Minerals). Related party borrowings much there is fully [--] pages of this. 10% interest payment and to be repaid after a capital raising. What an absolute minefield this corner of the market is"
X Link 2025-10-08T12:38Z [---] followers, [--] engagements
"@TMFScottP I wish sports bet let us take a punt on parliamentary sports"
X Link 2025-10-10T02:58Z [---] followers, [---] engagements
"@matt_barrie Retire the entire financial advice industry and analysts. Just buy yellow rocks"
X Link 2025-10-10T02:59Z [---] followers, [---] engagements
"@rationalaussie Hope y'all keep at least some shiny rocks alongside BTC"
X Link 2025-10-10T23:05Z [---] followers, [---] engagements
"@pboiler942 @amyoder @Nostre_damus I've always wondered how btc survived absent this crash when the last block is mined. Understand this is beyond my lifetime but still for those that think btc is generational wealth it's worth having an answer to"
X Link 2025-10-11T02:54Z [---] followers, [--] engagements
"Never really had an opinion on David Beckham not really watched soccer. But mad props for taking the cash leaving the city and going back to simple things. Willing to bet this is all most people want at the end of the day. David Beckham who retired shared images from his farm life. https://t.co/qhoui7RZGO David Beckham who retired shared images from his farm life. https://t.co/qhoui7RZGO"
X Link 2025-10-11T10:47Z [---] followers, [---] engagements
"Is there a way to short this I will bet my proverbial left testicle this not only doesn't happen but energy bills will at least double from here by [----]. Energy bills to halve by 2050: @GrattanInst. The renewables revolution will help to conserve earths thin biosphere . and itll be cheaper for households and enterprises. 👇 https://t.co/G3AhJjoEAm Energy bills to halve by 2050: @GrattanInst. The renewables revolution will help to conserve earths thin biosphere . and itll be cheaper for households and enterprises. 👇 https://t.co/G3AhJjoEAm"
X Link 2025-10-13T00:03Z [---] followers, [---] engagements
"And that $40 a panel (AUD) is small in context of cost of a panel not counting labour and other material cost to do the actual installation. Labour might be half the project cost and silver less than 5% of the total material cost. (Panels switchgear infrastructure etc. Which is reason to be more bullish on silver cause it's not like oil where it starts to hinder projects if it doubles in cost"
X Link 2025-10-13T00:55Z [---] followers, [--] engagements
"12B is less than [--] Months of NDIS funding. China builds train stations cities and infrastructure. We pay people to go on jetski tours cover their prostitute bills or sit at home playing Xbox cause they get a bit anxious (which I would be too if I had to contend with machetes when I left the house). Aware of labour discrepancies but look at our productivity as a country/well being. Poorer and poorer by the year and using immigration as a way to juice GDP so the nominal value can go up"
X Link 2025-10-13T05:44Z [---] followers, [--] engagements
"@TheBubbleBubble Or does BTC bring down the tech bubble"
X Link 2025-10-13T06:04Z [---] followers, [---] engagements
"@rationalaussie Throw some real assets in there alongside BTC. Back a few horses. They will all do well"
X Link 2025-10-13T20:30Z [---] followers, [--] engagements
"@FartsJurassic @JoeLang51440671 Source If it's because shop says 'bullion closed' it should reopen once Asian session starts. They close buying when markets are shut as they can't hedge. If it's still closed in 2hrs I'll agree with you. Closing between NY close and sydney open is entirely normal"
X Link 2025-10-13T22:27Z [---] followers, [--] engagements
"@matt_barrie The camera knew what it was doing.👀"
X Link 2025-10-14T03:38Z [---] followers, [----] engagements
"@ShitValueFund They aren't mutually exclusive. And fark developers explorers where real juice is when cashed up producers have money to spend to replace ounces. I'm sure all will do well shit in this market just having gold in your name probably adds a few bags"
X Link 2025-10-14T03:45Z [---] followers, [--] engagements
"Those gaps on the silver chart are not normal. It's entire stacks being taken out or entire stacks missing. You see this stuff on thinly traded small cap equities. Not a critical metal on an international commodity exchange during market hours. Real trading is heading east"
X Link 2025-10-14T07:27Z [---] followers, [---] engagements
"@AussieAnarchist Need to use Pacific Peso mate not Freedom tokens"
X Link 2025-10-14T10:28Z [---] followers, [--] engagements
"@AnnieTyzak The problem fundamentally is that the people with 100k in the bank aren't buying a Lexus. The people with 1k in the bank are buying a 100k Lexus and putting it on finance"
X Link 2025-10-15T13:17Z [---] followers, [---] engagements
"@GeorgeGammon I don't understand the gold v btc fight at all. It's a pissing contest when both sides agree on like 99% of the issues. There is more than one life boat out of fiat debasement and picking fights with each other is dumb. They aren't mutually exclusive assets"
X Link 2025-10-16T02:19Z [---] followers, [--] engagements
"@JP_Technology ATH so far* and a line of a few dozen people at most at arguably the main bullion dealer in Syd is hardly a crowd tbh. BTC crowd spends a lot of time talking about something a large majority see as useless. Btc and gold will both go up. It's the same debasement trade at heart"
X Link 2025-10-16T03:29Z [---] followers, [--] engagements
"I used 'a large majority thinks' because it seems every 2nd post from a crypto bro is some post about why gold is shit and the future is BTC. I'd just stop talking about gold if it were me but to each their own. And my point is that the line is maybe a [--] dozen people. In a city of [--] million. I've seen longer lines at a rental inspection. Far from what I would call 'frothy retail'. Some truth in modern age the lines get invisible and you cant exactly see a line of people buying BTC. Or welfare lines like the depression as things are just sent electronically. I don't see a top in Gold nor BTC"
X Link 2025-10-16T03:58Z [---] followers, [--] engagements
"Moving up to God's country. Can't say I blame you. Yer look our housing market is stupid and cooked In a free market it should go down but I cant see our 'leaders' standing by Laissez-faire style. Just nominal terms. I'm sure Zimbabwe houses went for hundreds and hundreds of trillions at one stage. While I don't think Australia will get 'that' bad you can always print to make the numbers go up. I am very bullish on gold and think most things will go down in gold terms over next [--] years. Do combined Melb Syd Bris if you like. Have no idea how I'm going to remember this in a year or [--] But feel"
X Link 2025-10-16T09:25Z [---] followers, [--] engagements
"The weirdest thing about this gold rally has been the response from four fifths of anyone with BTC (or crypto) in their profile. Absolute essays of self reassurance and a zealotry that they are still in the right asset and that gold will crash then the whole world will move to a BTC standard. It's just bizarre. It's not me that's wrong its the market type talk. Not the sort of talk I would have expected from those confident in their positions. They are similar but different and I own both. There is room for both to succeed. But for something that a lot (appear) to not care about or think is a"
X Link 2025-10-16T10:06Z [---] followers, [---] engagements
"This will be out of date in half hour. but here we are $6700. $GOLD. Done trying to evaluate gold miners. At these prices they are all printing oodles of cash and severely undervalued if spot stays here"
X Link 2025-10-16T22:11Z [---] followers, [---] engagements
"@NiiBillionaire1 The $6700 is AUD yes. Sorry if that wasn't clear"
X Link 2025-10-16T22:23Z [---] followers, [--] engagements
"@Alex__McMillan @DegenAnon6969 @SilverApeKing @SteckAaron5040 @KingKong9888 @BankerWeimar It's likely even longtime bulls will be surprised at its move tbh. It sounds silly now but we could move to $100usd very quickly"
X Link 2025-10-16T22:37Z [---] followers, [--] engagements
"@DebraG_Robins A metric shit tonne of salt cope and essays saying this is just moving from weak hands to strong. When people realise all that money from gold flows to btc it will be epic etc. Hold strong"
X Link 2025-10-17T00:20Z [---] followers, [---] engagements
"@SamuelNeillEsq Only buy from a reputable dealer. Just don't buy precious metals from Amazon or Ebay. Just don't"
X Link 2025-10-17T07:29Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing