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All 5 are up today 🤣
Sectors currently in peak hate ie: people grimace when you mention them: Diamonds Alcohol Chemicals Pesticides Fixed income Make of that what you will.
GS revising their #nickel guidance!!!: "We revise our 2026 nickel price forecast to $17,200/t on average (from $14,800/t), as we expect Indonesia to initially cut ore supply by 11% year-on-year to 260 Mt, tightening the refined market and supporting prices to $18,700/t by Q2…
The only comparable I can think of is Uranium in 2005 going from $7 to $127.
A very good article well worth a read re the fragile state of the Australian housing market today And what may lie ahead following today’s RBA interest rate rise Many similarities to the Celtic Tiger Irish propadee boom, which ultimately went bust open.substack.com/pub/macrotorqu…
If a 4.35% cash rate did not get the job done in 2024, why should we expect it to get the job done in 2026. Answer, because the governments of Australia will cut government spending in their upcoming budgets. I am hoping we will see a material cut in government spending across…
Kiinan APT 1541 USD/MTU! 🔥🔥🔥 1500 USD/MTU heittämällä rikki! Nousua perjantailta +4,3% (1477,30 usd/mtu) Ei näyttäisi olevan meno hyytymään päin, päinvastoin! $EQR.AX #Tungsten
My #tungsten view: 2025 110kt market in a 3% deficit Chinese mine supply -10% Military demand +10kt Market growth +2.5% EU, USA, China stockpiles: 5kt? Demand 30kt > supply. Inventory = 0 Not about price now, but availability at any price. $2,000 APT soon. $EQR $TUN
Ardea's December 25 Quarterly Report is now available to view. ardearesources.com.au/downloads/repo…
Summary of the $EQR.AX call: Iolanthe reached, feed to begin hitting the plant in 3rd week of Feb. Expansion of Mt Carbine processing plant to begin in November, pending some external funding discussions. Drilling program to begin in June quarter at Saloro and Carbine to…
4-6 month backlogs of Tungsten powder Customers in Europe v USA fighting over deliveries. $EQR.AX
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