Pineapple on Pizza Speculator
@OnSpeculator
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Stockmarket speculator, Greens (political) hater, Nuclear power fan, property windowshopper, pasta lover, coffee addict.
Joined July 2021
Some groundrules for requesting to follow my other account (I'm getting way too many requests atm).
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$FHE From Euroz research report. $40m-$50m free cashflow from 2028 from STAGE 1 ONLY. Double that for Stage 2...and then there's STage 3.
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Despise Albo & the ALP/Greens coalition, but this is ridiculous from Sussan Ley. She needs to just fk off otherwise the Coalition is headed for political oblivion (it may already be there tbh).
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Is it just me or is X now displaying replies to a reply as a reply to OP (rather than a reply to my reply) instead now when viewing? Very annoying...can't find a setting to change this.
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...comes from the fact that there is FK ALL tin development projects around (can count them on my fingers), most of them small or mid size. And hardly any exploration for it. Disc: My 2nd largest investment is in an ASX listed tin company
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...replaced. Meanwhile this demand will be competing with increased tin use in electronics outside DC sector & growing use in renewables bc of use in solar panels. & then there's the recent breakthru (last couple weeks) on sodium ion batteries using a tin anode The crunch...
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Yeah power but what about metals required for all these datacentres. IMO especially #tin There is approx 2.5tonnes of tin required in a SMALL 10MW datacentre. Multiples in a medium, large or hyperscale DC & this tin needs to be replaced every few years as semiconductors are...
We are often asked, "what's the next big thing?" Everyone is focused on chip performance and advancing AI models. Alphabet, Amazon, Meta, Microsoft, and OpenAI alone have announced $800 BILLION in commitments for new data centers in 2025. The next big "thing" MUST be power.
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Been holding a few $NYR for couple years waiting for it to do something...looks like its doing something 🤷♂️
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This new Commsec Notice Investor account is ridiculously complicated for anyone that trades frequently. Just give us a decent rate on the CDIA @CommBank The CDIA rates are stupidly low when compared to Macquarie cash account options.
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Soon we'll be buying bread by the slice 🤣
Weimar Republic taking hold We have $20 bread loaves now 👍👍👍 Suburban Brisbane too lol
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ASX spec placements are crazy atm. Below are the % gains on some of the ones I've taken over last few month/weeks excluding ones that were sold. How long does this last I wonder?
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They were dreaming with the original $11m listing price. Finally dropped it. Mind you still not a bad return after the $105k purchase price in 1980
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Fortunate enough that Equus Energy is backdooring onto ASX via a (unlisted) company I already own shares in. Regardless, am bidding for the relisting raise #Gas in West Australia has a rosy future esp when the WA State Development Bill gets passed https://t.co/ertia94sUB
thewest.com.au
The former Western Gas is chasing funds to help advance one of the North West Shelf’s biggest undeveloped gas resources, eight years after it was bought from US giant Hess.
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The most apt Joy Division track to describe this guy and his government would be "Failures"
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Oh and federal govt ofc, yield chases houseprices after all.
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Bet tenants will still blame the landlords rather than the Vic government.
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$FHE And The Australian via Stockhead https://t.co/3ODhfve47J
Coverage in the @WestAustralian 📰 Frontier $FHE locks in capacity credits for Waroona Renewable Energy Project:
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