mondy @mondyinvest Twitter profile

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mondy

1 year

The real allure of investing in the junior #mining sector is being able to sit in the safety and comfort of your own home and lose money in exotic places like DRC, Mali and Niger $AVZ $FFX $GLO $LLL

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mondy

@mondyinvest

1 year

The AEC told parliament they estimated the cost of #Referendum2023 would be around $450,000,000. Given what looks like a resounding defeat, heads should be rolling for this monumental waste of taxpayer money.

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mondy

@mondyinvest

3 months

Investor relations 101 $ADT $ADT.AX

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mondy

@mondyinvest

2 years

$BTU fans rejoice: it is over (until episode 3, anyways) $CRN $CRN.AX #CoalTwitter @mfwarder @8750Capital

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mondy

@mondyinvest

9 months

Hahahahahahahahahahahahahahahahahahahahahahahahah *gasp* hahahahahahahahahahahahahahahaha They’re just blatantly taking the p*** now. $18.4M (!!!) spent on staff/corporate costs in just 90 days. Stuff like this has to be stopped, @asicmedia . $LKE $LKE.AX

mondy

@mondyinvest

10 months

“Show me the incentive, and I’ll show you the outcome” A 40% weighted KPI for the $LKE $LKE.AX CEO & CFO to release the DFS in 2023 probably explains why stupid #lithium numbers were input to make it look vaguely palatable

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mondy

@mondyinvest

8 months

$BHP $BHP.AX official statement to Queensland government: 🖕🏻🖕🏻 #CoalTwitter

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mondy

@mondyinvest

2 months

Name me a better ASX trade than this BOSS selling >70% of his $BOE.AX #uranium holding at $5.63 ✊🏻

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mondy

@mondyinvest

10 months

Fun fact: since listing on the ASX in December 2004, $MSB $MSB.AX has raised A$1,228,000,000 in capital. Current market cap: A$260M

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mondy

@mondyinvest

9 months

$YAL $YAL.AX $6.95B market cap, $1.40B in cash, added $477M in a single quarter 🤣

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mondy

@mondyinvest

2 years

$BRN doing the old post-market 4C drop. US$200,000 q/revenue. US$5,055,000 q/loss. Polite reminder: this company is valued at A$1,568,641,362 🍿🤖

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mondy

@mondyinvest

8 months

Friendly reminder: GS absolutely nailed their #lithium price forecast 🎯 Take careful note ✍🏻 of those *still* pushing the same old “GS manipoolators!”, “short squeeze!”, “evil insto banks!” angles. Some reeeaaalll heavy bags out there, folks 🧳 $CXO $LKE $LTR $PLL $PLS $SYA

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mondy

@mondyinvest

9 months

So WoodMac's bearish #lithium price forecasts partly led to the 21% selloff for $LTR $LTR.AX... ...this is the SAME COMPANY that $LKE $LKE.AX commissioned to do their DFS 'bespoke study' to arrive at a LT US$33k/t LCE price in Dec '23. Can't make it up!

Prices for Australian lithium have further to fall

The commodity price forecaster that spooked the big four banks out of a landmark lithium loan says Chinese miners will flourish and drive down lithium prices.

www.afr.com

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mondy

@mondyinvest

6 months

David Pocock: - thinks $WOW.AX are price gouging with profit margins of 2.5% - thinks we address a #housingcrisis by using taxpayer money to subsidise demand Good rugby player, clueless politician #auspol

David Pocock

@DavidPocock

6 months

Multiple policy solutions are needed to address 🇦🇺's housing crisis. The govt's proposed shared equity scheme is one part of that. By taking a 30 or 40% equity stake, eligible ppl who would otherwise never be able to buy a home will have a shot at home ownership.

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mondy

@mondyinvest

8 months

Have waited 14+ months, now gradually getting back into $WHC $WHC.AX with any $6 or below handle. Very diff. business now to the one I bought between $4-6 in 2022. Management putting big cash pile made during a cyclical spike to work in a bold way. Long; long time. #CoalTwitter

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mondy

@mondyinvest

2 months

Another John Quakes #U308 pump falls flat, with the wildly-popular account copping a serve from an actual #uranium market participant: “much of what is being posted by this account (…) is misinformation” 🫢 cc: @PraiseKek @patrickadownes

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mondy

@mondyinvest

2 years

$LKE holders, look away now 🫣 The double-edged sword of ASX200 inclusion explained: “One hedge fund said they shorted the shares purely because the company was buying adverts on Twitter - a sure fire indication of an egregiously promoted stock.”

Lithium play tanks 50pc in comical entry into ASX 200

Lake Resources’ calamitous first week as a top 200 ASX company is yet another demonstration of retail hubris and institutional apathy.

www.afr.com

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mondy

@mondyinvest

2 years

Too many people on #CoalTwitter were making that annoying ‘Few’ reference over and over, and now the Coal Godz are angry 😅🤦🏼‍♂️ $NHC $WHC $YAL

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mondy

@mondyinvest

3 months

Cathie Frazis strikes again! $DRO $DRO.AX

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mondy

@mondyinvest

8 months

Listening to the @moneyofminepod Collins St episode, I thought they’d set a new bar. Then heard Romano’s @KatanaAsset chat, even better. Now listening to the @puppyeh1 episode, new bar again! Just a sensational source of investing wisdom on there. Outstanding job, fellas! 👏🏻✍🏻🧠

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mondy

@mondyinvest

1 year

“What happens if you join the $FMG $FMG.AX leadership team, and then disagree with Twiggy on something?”

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mondy

@mondyinvest

2 years

The year is 2035. $WHC has completed its buyback and has 10 SOI worth $2.1b each; $TSLA issues a press release confirming robotaxis and FSD will be released “certainly in the next year”; and $AVZ requests a further two week extension to its voluntary suspension.

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mondy

@mondyinvest

1 year

The year is 2050. $BMN is excitedly preparing the release of its 11th DFS for Etango-8; $FMG publishes a whitepaper on deadly seawater whilst quietly announcing the exit of its 97th executive; and $SYA announce a $200M cap raise, NAL “fully funded” and a 1,000-1 consolidation.

mondy

@mondyinvest

2 years

The year is 2035. $WHC has completed its buyback and has 10 SOI worth $2.1b each; $TSLA issues a press release confirming robotaxis and FSD will be released “certainly in the next year”; and $AVZ requests a further two week extension to its voluntary suspension.

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mondy

@mondyinvest

2 years

Homeowner Who Bought A $2M House When Mortgage Rates Started With 1% Is Shocked His Repayments Are About To Go Up “Who could possibly have known that rates were not going to stay at historically low levels?” Is this the AFR or @BetootaAdvocate ? 🤦🏼‍♂️🥴

This family’s mortgage repayments will nearly double to $110k a year

Steven De Celis has cancelled date night, now shops at Aldi and sold the family’s second car before his mortgage repayments nearly double to $110,000 a year.

www.afr.com

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mondy

@mondyinvest

1 year

$WHC $WHC.AX to buy Daunia and Blackwater #metcoal mines for total consideration of US$4.1B, with US$2.1 upfront and the rest staged over several years. Included is a US$900M bridging facility. #CoalTwitter

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mondy

@mondyinvest

4 months

Your Friday night reminder how consistently wrong Macquarie have been on #lithium All these stocks have been absolutely slaughtered since their “buy the dip” advice. This post got 32,000 views and 247 likes

Howard Klein

@LithiumIonBull

1 year

Macquarie says "buy the dip" in #lithium . Mr. Market overly bearish, pricing in $1,500/t spod & $18,000/t LCE. Summary highlights reference $PLL $PMT $PLS #GL1 $AKE $MIN $IGO Table flags several names with 100% upside Not advice. DYOR

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mondy

@mondyinvest

6 months

A brilliant read about the difficulty of opening new #coal mines in Australia: ‘He dismisses arguments #metcoal is “on its way out”, warning the world will face a “come to God moment” as a result of no new supply coming on.’ $AMR $HCC $METC $WHC.AX

Coalmine could be nation’s last

The man behind the opening of Australia’s newest coalmine in Queensland’s Bowen Basin is convinced he is the last of his kind.

www.theaustralian.com.au

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mondy

@mondyinvest

9 months

The Twitter handles that starting pumping #lithium at all time highs are now suddenly moving into #uranium with the 💩co’s trading at all time highs 🤣

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mondy

@mondyinvest

1 year

Congratulations to Mr Joyce for selling 92% of his $QAN $QAN.AX holding on market ($16.8M) at $6.75, very close to the 36-month-high of $6.94. At least someone has won out of this dismal business! (it sure wasn’t the taxpaying traveller)

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mondy

@mondyinvest

3 years

An interesting comment from $BOE $BOE.AX in their quarterly released this morning re: tender proposals from three #nuclear energy countries. Also a very tidy paper profit on their March 21 #uranium purchase. cc: @quakes99

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mondy

@mondyinvest

3 months

$ALB CEO finally facing reality: “The market is not improving. It’s actually probably getting a little worse. We’re using the term ‘lower for longer’ from a pricing perspective” Now just the #lithium ‘X’perts left…

The lithium bubble has popped with stunning speed

Production cuts from Albemarle are bad news for Australia’s struggling lithium sector. But the market needs more bad news before it can recover.

www.afr.com

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mondy

@mondyinvest

6 months

2009: Median Syd. house price: $420,000 Average Syd. salary: $54,354 (ABS) 2023: Median Syd. house price: $1,400,630 Median Syd. salary: $69,628 (ABS) Sorry, but that’s a pretty bad #housing take from a #FinTwit ‘expert’ 👇🏻🏡

TheGladiator

@TheGladiatorHC

7 months

The interest rate on my first home in 2009 was 6.5% which I comfortably paid on a single income as a 23 year old. So are interest rates the problem, or are people simply living in homes that they should never have bought?

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mondy

@mondyinvest

2 months

What a difference a year makes for $PLS $PLS.AX: FY23 SP at 30 Jun 23: $4.89 EPS: $0.799 P/E: 6.1x (TTM) FY24 SP at 30 Jun 24: $3.07 EPS: $0.085 P/E: 36.0x (TTM) Big question for #lithium investors: which year is the outlier?

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mondy

@mondyinvest

3 months

Holy mackerel, $WHC $WHC.AX met guidance… on both NSW and QLD assets 💥 Peeling myself off the floor

mondy

@mondyinvest

3 months

Big day tomorrow for $WHC.AX. Ignoring BMA assets, if they can at least match June 23 ROM production of 5.0mt, they'll hit 19.7mt, bang on their FY24 midpoint. This will be the first time in 6 years $WHC have managed to make it an entire FY w/o having to downgrade👀 #CoalTwitter

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mondy

@mondyinvest

8 months

$PLS.AX reporting today, $MIN.AX selling $AZS.AX position, and major holder dumping their entire $SYA $SYA.AX position at an 18% discount… while Chinese price gapped up 6% late yesterday. Gonna be another wild day in ASX #lithium land 💣

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mondy

@mondyinvest

3 months

Big day tomorrow for $WHC.AX. Ignoring BMA assets, if they can at least match June 23 ROM production of 5.0mt, they'll hit 19.7mt, bang on their FY24 midpoint. This will be the first time in 6 years $WHC have managed to make it an entire FY w/o having to downgrade👀 #CoalTwitter

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mondy

@mondyinvest

9 months

I WAS TOLD THERE WOULD BE A SUPERCYCLE ‘The eight mines most at risk of closure amid a battery metals slump’ #29M $CXO $IGO $LTR $LTM $MIN #copper #lithium #nickel

The eight mines most at risk of closure amid a battery metals slump

The boom in battery metal prices has turned to bust, prompting closure of high-cost Australian lithium and nickel operations. Could these be the next to shut?

www.afr.com

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mondy

@mondyinvest

2 years

Anyone notice anything about this Top 10? $CXO $SYA $LTR $LKE #lithium

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mondy

@mondyinvest

3 months

That #OlympicOpeningCeremony ‘Last Supper’ stuff was atrocious. Regardless of your religious position, can you imagine the outrage if Christians mocked the LGBT+ masses? Or if Australia mocked Aboriginal beliefs? If this is what the woke West has come to, just bury it already.

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mondy

@mondyinvest

1 year

And holders wonder why $SYA $SYA.AX is the 4th most shorted stock on the ASX! I’m a long-only investor but if I did go short, this would be one of them. This is exactly the sort of behaviour smart money looks at from a 🚩 perspective.

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mondy

@mondyinvest

2 years

$WHC $WHC.AX buys Bis Industries’ coal haulage business, aiming to permanently reduce production costs. They’ll take ownership of 28 vehicles. Deal has closed but no word on price paid. No wonder they’re retaining cash on the balance sheet. #CoalTwitter

Cashed-up miner buys trucking business

Whitehaven Coal’s riches are being put to work on the acquisition of a haulage contractor.

www.afr.com

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mondy

@mondyinvest

4 months

#Coal pretending to be #lithium Hearing that the #netzero transition happened overnight $AMR $ARCH $BTU $CEIX $HCC $METC $TGA

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mondy

@mondyinvest

7 months

Serial #uranium study-producer $BMN $BMN.AX continues its proud 19-year history of mining shareholder’s pockets without producing anything except studies of every possible angle and description. Here’s the latest one to add to the stable. cc: @InspectionDeep

mondy

@mondyinvest

1 year

The year is 2050. $BMN is excitedly preparing the release of its 11th DFS for Etango-8; $FMG publishes a whitepaper on deadly seawater whilst quietly announcing the exit of its 97th executive; and $SYA announce a $200M cap raise, NAL “fully funded” and a 1,000-1 consolidation.

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mondy

@mondyinvest

4 months

I like $WAF.AX but this is *peak* ASX right here: 29 June 23: Kiaka “fully funded to first #gold ” via US$265M Sprott loan facility 21 June 24: final US$100M draw down, Kiaka “on budget” *1.5 weeks later* 2 July 24: A$120M capital raise for Kiaka #fullyfunded @TRAVmoneyofmine

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mondy

@mondyinvest

2 years

$EML It takes real skill to do this so consistently 🙌🏻

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mondy

@mondyinvest

1 month

$LTR touching the $0.60’s now, SC6.0 #lithium futures touching US$720/t, and the ‘short squeeze’ thread started by the HC high priest at $1.50 is hitting its 72nd page. $LTR.AX is still trading at A$1.7B; it’s a valuable case study of never mixing investing with cult-like faith.

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mondy

@mondyinvest

6 months

$WHC.AX +19% inside one month #CoalTwitter DANG IT THOSE MAGIC LINES TOLD ME IT WAS OVER

Bruce Morelan

@tradedollarnut

7 months

Well damn. $whc just fall through long time support?

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mondy

@mondyinvest

2 months

Since 2021, $SYA have raised ~$610M in equity. They just posted an FY24 loss of ($101M) on $201M revenue. Current market cap is $272M. Prices now even deeper in the toilet than last year. $SYA.AX once briefly hit $2.95B. Bit of a poster child for the whole #lithium space.

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mondy

@mondyinvest

1 year

Whoa. After pocketing 10,000,000 free shares, Brett Lynch of $SYA $SYA.AX resigns "for personal reasons". But the big news is this bit: "the board will (...) undertake a thorough review of operations and the strategic direction of the company". Shivers. cc: @moneyofminepod

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mondy

@mondyinvest

9 months

$DLI $DLI.AX forever in our hearts

mondy

@mondyinvest

1 year

$DLI $DLI.AX If you’re gonna take a bullet, you want it to be for something you’ll forever be remembered for, a legacy, a moment, your place in #MinTwit history

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mondy

@mondyinvest

6 months

I’ve made my fair share of $SYA $SYA.AX critiques but this is a good announcement. It looks like NAL has escaped C&M and will push ahead with various improvements to come. Few strategic reviews tend to result in such an outcome 👍🏻 #lithium

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mondy

@mondyinvest

10 months

$CXO $CXO.AX looking like the first high-cost #lithium producer to fall. Have to say, EXTREMELY poor form releasing such big news on the last trading day before Christmas 🚨🚩 $SYA $SYA.AX also undergoing the dreaded ‘strategic review’ process 👀

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mondy

@mondyinvest

8 months

Some 🧵 thoughts on $GLN.AX, an interesting #lithium #brine project at a crucial juncture. $GLN are building phase 1 of their HMW project in #Argentina , aiming to do 5,367t p/a of LCE. The Jul 23 DFS had a post-tax NPV8 of US$460M but this was based on US$28k/t LCE for LOM. 1/9

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mondy

@mondyinvest

8 months

Dontcha love a good narrative? $CXO $SYA #lithium

that stock chick

@ausstockchick

8 months

Will the shorts continue to cover on Monday? We saw shorts burning Friday on $SYA $CXO $PLS What will happen in China next week with the return from Chinese New Year celebrations? The #lithium short squeeze may continue…

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mondy

@mondyinvest

8 months

Trying to keep a straight face as I read an $LKE $LKE.AX ‘cost cutting’ announcement from a #lithium company who blew $18.4M on staff/corporate costs in just 90 days. More importantly, back half of today’s release is all about delays: FID pushed back to second half of CY25 ☠️⚰️

mondy

@mondyinvest

9 months

Hahahahahahahahahahahahahahahahahahahahahahahahah *gasp* hahahahahahahahahahahahahahahaha They’re just blatantly taking the p*** now. $18.4M (!!!) spent on staff/corporate costs in just 90 days. Stuff like this has to be stopped, @asicmedia . $LKE $LKE.AX

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mondy

@mondyinvest

2 years

Now for the fun part: Goyder bought 1,000,000 $LTR $LTR.AX shares on 20 January 2023, in between the two undisclosed offers, for around $1.49/sh.

mondy

@mondyinvest

2 years

Just musing on $LTR $LTR.AX (no pos): - didn’t disclose prior bids of $2.20 (mid Oct) and $2.35 (early Mar) - have thus used the 2.2% position build by $ALB as the reason to break cover So why now? - pushing for a higher offer yet, or - looking to raise capital into strength?

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mondy

@mondyinvest

4 months

Fixed it for you lads #uranium @patrickadownes @UDiamondBalls

Samson Li

@SamsonLi7

4 months

@patrickadownes My #uranium mug

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mondy

@mondyinvest

1 year

$LTR $LTR.AX When the first page of the announcement doesn’t mention the raise price anywhere… you reach straight for the lube #lithium #thanksGina

mondy

@mondyinvest

1 year

Massive news in #lithium M&A: $ALB not proceeding with $LTR $LTR.AX following their four-week due diligence and Gina throwing her money around. What happens next, #MinTwit ? Well done to those who sold into Gina at $3:00/sh!

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mondy

@mondyinvest

1 year

That $30B Sun Cable project was more destructive than we realised, firstly Twiggy now this

Atlassian billionaire Cannon-Brookes splits with wife

Atlassian co-founder and tech billionaire Mike Cannon-Brookes has separated from his wife Annie after 13 years of marriage, sources close to the family have confirmed.

www.theaustralian.com.au

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mondy

@mondyinvest

2 years

Despite yesterday, winter is not cancelled ❄️ $NHC.AX $WHC.AX $YAL.AX #CoalTwitter

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mondy

@mondyinvest

3 months

A spot of #CoalTwitter tourism the other day, dropped past this grand old dame. Half our state and its feckless politicians hate her, but she powers their lives (and their electric vehicles). #Eraring $NHC.AX $WHC.AX $YAL.AX

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@mondyinvest

3 months

For the life of me I just can’t think why she decided to delete this tweet $ARKK

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mondy

@mondyinvest

9 months

So many hot takes on $PLS $PLS.AX this morning I don’t need to bother… Friendly reminder, here is what a solid divvy-paying cash cow looks like, which provides critical energy to power your EV’s 👇🏻 $YAL $YAL.AX 🐮🇨🇳

mondy

@mondyinvest

9 months

$YAL $YAL.AX $6.95B market cap, $1.40B in cash, added $477M in a single quarter 🤣

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mondy

@mondyinvest

1 year

Perhaps the most surprising thing about yesterday’s $LKE $LKE.AX presentation is the news they will be ceasing their main corporate activities to date

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mondy

@mondyinvest

7 months

$PLS $PLS.AX #lithium Last t̶h̶i̶r̶d̶ chance under $4 WE MEAN IT THIS TIME

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mondy

@mondyinvest

3 years

$ADN ouch. If only there were signs… like the logo, for example 🚩 Or this infamous company slide:

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mondy

@mondyinvest

4 months

This is a fabulous time for those with a longer-term view and no #ESG mandates to accumulate critical mineral assets like #metcoal from motivated but stupid sellers. Mentions: $AAL.L $BHP.AX $CRN.AX $WHC.AX $YAL.AX #CoalTwitter

Anglo sets up for $7.5bn coal exit

British mining giant Anglo American is expected to appoint an investment bank any day for a sale of its $US5bn ($7.5bn) portfolio of Australian coalmining assets, according to sources in the market.

www.theaustralian.com.au

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mondy

@mondyinvest

2 years

A few gems from the $LKE $LKE.AX half-yearly. Loyal shareholders, management thank you for the ride! 🚩 #lithium #DLE

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mondy

@mondyinvest

3 years

$DYL proposal to acquire $VMY rejected, with no “meaningful engagement by Vimy (…) @Vimy_Resources preferring to pursue their second strategic review in 14 months”. #uranium space hotting up 👀🔥

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mondy

@mondyinvest

1 year

Three ASX #mining companies that have been absolutely belted of late: Bowen - $BCB $BCB.AX Core - $CXO $CXO.AX Sayona - $SYA $SYA.AX All of them have something in common: they were trying to be super fast to market and skimped on studies along the way. Important lesson there.

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mondy

@mondyinvest

3 months

Another ASX #lithium project hits the wall but in true $AGY $AGY.AX fashion you have to read through to the second page to discover the truth. #lithium

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mondy

@mondyinvest

9 months

With Platts 6.0% at US$860/t here’s a look back at the various #ASX #lithium producers’ costs as at last quarter courtesy of @MarketIndexAU . Worth remembering many of these are selling 5.3-5.5% so realised price will be lower again. $CXO $IGO $LTM $LTR $MIN $PLL $PLS $SYA

Carl Capolingua

@CarlCapolingua

9 months

#Lithium Minerals Update 🔋 Carbonate 99.5% GFEX Futures 101.9k RMB/t +2.2% SMM Spot 96.5k RMB/t +0.3% Hydroxide 56.5% SMM Spot 108 RMB/kg 0% Spodumene SMM Conc. Index $1011/t 0% Platts 6% $860/t -4.4% $AGY $CXO $DLI $IGO $LKE $LRS $LTM $LTR $MIN $PLL $PLS $PMT $SYA #WC8

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mondy

@mondyinvest

4 months

WTF am I reading here? #lithium #staytuned #justmadeitup

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mondy

@mondyinvest

8 months

“We all feel the pain” says Chairman of #29M $29M… who holds just $13,455 of stock. Pull the other one, Owen!

mondy

@mondyinvest

8 months

#29M share price has fallen -64% since they released their quarterly on 31 Jan. Things the Chair’s letter somewhat glosses over: - torched A$65M in 90 days - have A$191M cash left - have A$224M in debt No wonder Ausbil finally lost patience! #copper #dontbuywhatPEsells

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mondy

@mondyinvest

9 months

I did actually take the time to warn fellow retail punters that #lithium plays like $CXO, $LKE, $SYA etc would end in tears, tho generally I just got labelled a paid downramper, etc. Probably a total waste of my time but perhaps some listened and saved themselves a lot of pain ✌🏻

mondy

@mondyinvest

9 months

@Legolas942 Lol. You always conveniently forget how I was discussing with your HC alias ‘Miroshka’ well before $SYA $SYA.AX started producing, that NAL was going to be a tough slog and would barely make $, having to rely on capital raises… but sure bruh, pretend it’s all just hindsight 😅

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mondy

@mondyinvest

2 years

$WHC $WHC.AX Another upsize on the BB (+13%) to $620M, company confirms it wishes to complete this 10% ahead of the AGM. #CoalTwitter

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mondy

@mondyinvest

8 months

I was firmly in the $YAL special divvy camp, but the call & 32.5c says they’re investigating M&A. So now in ASX #coal land we have: $YAL - exploring M&A $WHC - executing M&A $SMR - digesting M&A $NHC - growth project $CRN - rubbish $CKA - posting barge pics $BCB - bleeding out

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mondy

@mondyinvest

6 months

may the Almighty give me the strength to be this blindly optimistic if/when my stonks hit the wall 🙏🏻 $AVZ $AVZ.AX

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mondy

@mondyinvest

1 year

Overnight #U3O8 hitting US$64/lb… almost, ALMOST at the base case level used in most #uranium mine feasibility studies… 😆

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mondy

@mondyinvest

2 years

Everything wrong with $AVZ $AVZ.AX boiler-room discussion, in one picture. The blind leading the utterly blind.

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mondy

@mondyinvest

7 months

Imagine still trying to present GS as some bad actor here when their #lithium research piece from mid-2022 clearly outlined what they saw as the key risk… and you ignored/derided it. No wonder retail feel like they get rinsed, when they refuse to think critically. 🐑🐑🐑🐑🐑🐑

that stock chick

@ausstockchick

7 months

Strap in! Goldman Sachs are up to their old tricks again. GS have said #lithium prices will resume their decline by as much as 25%! The recent lithium upswing was apparently just traders covering their short positions according to GS.

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mondy

@mondyinvest

6 months

Financially Illiterate Greens Senator Learns The Term ‘RoE’ For The First Time And Excitedly Gets To Use It 39 Times To Try And Build His Brand #auspol $WOW.AX $COL.AX

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mondy

@mondyinvest

1 month

$FMG and $WHC going ex-dividend today $MIN prob going ex-cash

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mondy

@mondyinvest

9 months

Remember all the accounts who were telling you to buy the #lithium dip throughout 2023, how it was just Goldman manipulating, etc. There’s some #ASX names I’m getting interested in, but no need to rush 🩸🥀

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mondy

@mondyinvest

9 months

With the cash generated by $YAL $YAL.AX in a *single quarter* the #coal company could buy any one of the following: $SYA $SYA.AX - A$452M $CXO $CXO.AX - A$448M $VUL $VUL.AX - A$363M $LPI $LPI.AX - A$358M And a multitude of others. #CoalTwitter

mondy

@mondyinvest

9 months

$YAL $YAL.AX $6.95B market cap, $1.40B in cash, added $477M in a single quarter 🤣

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mondy

@mondyinvest

6 months

Tweet below is the #uranium sector in a nutshell. You have new/unproven producers like $PDN at A$4.3B, $BOE at $1.9B; unfunded developers like $DYL at A$1.2B, $BMN at A$542M, and dogs like $PEN at A$232M or $AEE at A$117M… and some punters are still waiting for “take off”. 😵‍💫🥴

RichardYellowCake

@richard_yellow

6 months

😡The Uranium thesis is now truly driving me mad. It’s always just about to take off. We keep clinging onto the next possible stimulus but NOTHING. Are we chasing a pipe dream ???

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mondy

@mondyinvest

9 months

Funny thing is that #CoalTwitter ended up with *exactly* what #uranium bros have been gagging 4+ years for: 1) unpopular sector 2) growing demand 3) lack of new supply 4) commodity price strength 5) small no. of investable names 6) outsized returns/dividends $NHC $SMR $WHC $YAL

Emanuel Ajay Datt

@eadatt

9 months

☑️ Cash generative ☑️ Renewable generation ☑️ Low P/E ☑️ Long life assets ☑️ Good liquidity ☑️ Projected grossed up half year dividend of 17% 👀

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mondy

@mondyinvest

8 months

Greens politician doesn’t want #coal , doesn’t want #nuclear . I guess she doesn’t want any electricity either 🤷🏼‍♂️ Ironically she blames both for being ‘costly’, whilst (presumably) only leaving solar/wind/H2 on the table. Imagine being this financially illiterate. #auspol #energy

Penny Allman-Payne

@senatorpennyqld

8 months

This is the coal-fired power station in my home of Gladstone. The Coalition wants to replace this costly, polluting relic with a costly, polluting nuclear reactor that will push up power prices and endanger the community. With all due respect, they can get absolutely f*cked.

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mondy

@mondyinvest

2 months

GS commentary on $WHC.AX: saw 30% selldown price as in line with their NPV; flag production and cost surprises; constructive on #metcoal , bearish on #thermalcoal ; see it fully valued and reduce 12mo TP -13%. So far $WHC (-5%) has mostly given back yesterday’s gains. #CoalTwitter

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mondy

@mondyinvest

1 year

@TheKouk Not too late to unpin that tweet, Jim

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mondy

@mondyinvest

1 year

$AVZ $AVZ.AX quarterly out at 6:08pm on a Friday night. Wonder why? $2,088,000 in staff/admin costs and less than 3 quarters funding left at current burn. The gravy train might run out of gravy.

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mondy

@mondyinvest

5 months

unbothered. moisturised. happy. in my lane. focused. flourishing.

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mondy

@mondyinvest

1 year

Massive news in #lithium M&A: $ALB not proceeding with $LTR $LTR.AX following their four-week due diligence and Gina throwing her money around. What happens next, #MinTwit ? Well done to those who sold into Gina at $3:00/sh!

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mondy

@mondyinvest

1 year

$LKE $LKE.AX bulls, do you really not see what is happening here? This thing is still over $300M market cap, and with capex estimates of $2.25B (excluding power connection!)

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mondy

@mondyinvest

2 years

UBS note on $WHC.AX: Reduced 12mo PT to $9.80, believe ‘peak thermal’ is past; see tightness in thermal market but “broader weakness” in #energy markets in 23. Curious dynamic: $WHC believe they’re undervalued, doing a BB. The BB broker suggest it’s fully valued. #CoalTwitter

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mondy

@mondyinvest

4 months

$SYA $SYA.AX #lithium - Burned $59M last quarter - Had $99M cash as of 31 March - Short positions at 9.71% - Releasing lots of new drill results - Trading at 3.5c ($360M) …just dropped an Investor Presentation What price do they get? 🥸

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mondy

@mondyinvest

1 year

🤣🤣🤣🤣🤣 $SYA $SYA.AX with the old 1-2 prop! Drop a disappointing #lithium DFS after close on a Friday night and then magically have a price-sensitive resource increase ready to go before open on Monday! These guys are the promo kings 👑

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mondy

@mondyinvest

2 years

$BRN $BRN.AX 👀 Nothing to see here, except for the @BrainChip_inc (market cap: A$1B, sales: A$4M) investor relations guy quoting Warren Buffett to a punter frustrated about the lack of commercial agreements. I really have seen it all now. 🧠🍟🍪

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mondy

@mondyinvest

1 year

$DLI $DLI.AX If you’re gonna take a bullet, you want it to be for something you’ll forever be remembered for, a legacy, a moment, your place in #MinTwit history

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mondy

@mondyinvest

5 months

A sad #lithium story in three pictures ⚰️🕊️

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mondy

@mondyinvest

11 months

Huge step ahead for $GLN $GLN.AX. I was skeptical they’d pull it off but this looks extremely promising. Financing not locked in yet - still “an offer to provide or facilitate…” but removes a lot of uncertainty from the stock. Well done JP and @GalanLithium #lithium

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