Value Investor, mostly ASX. I buy from r3tard5 and sell to other r3tard5.
Joined May 2021
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Hedges finally done on $HZN.ax and oil is above $100 barrel.... Yet the stock is where it was before the Iran war... When oil was $60
Dont be surprised when they pay out 5c+ in dividends over the next 12 months
Look at Jakarta airport.... Makes Australian airports look like a African airport.
Just flew in to Perth from Rome and this definitely looks like a global city that should have a $1.3M median house price…
#Shithole
How's that work from home bullshit working for them now.
So apparently what’s going on according to people from Auscorp on Reddit is they’re freaking out in offshore call centres in India ect about AI agents taking their jobs so they’re offering Aus big business extremely cheap long term contracts to lock them in before AI replaces them,
So naturally the big banks are taking that offer and sacking all the Aus staff then in 3 years when their Indian contracts run out they’ll sack them too and use AI lol
I know a panel beater than can fix that. She'll be right... Oil will go back to $60 next week
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Brent is $110 and no one is interested in $FDR.ax at 27.5c
Make no mistake I will be happy to sell them to you above $1 in 18 months time when you all do want it...
Sunk more in today at 5.6 to bring avg down to $6.4
10% of portfolio into $SKS.ax at 6.80 only posting this so I can say told you so to some in 12 months
Extra $4m a year ebitda for $FHE.ax for nothing. Thank you government helicopter money
MARKETS FULL OF R3TARD5 retweeted
The IRGC-Navy published footage of a supertanker carrying over 2 million barrels of crude oil that caught fire after hitting a naval mine in the illegal southern Strait of Hormoz route.
The tanker had turned off AIS radar systems, and ignored warnings.
At a certain oil price maybe $130+ the Americans will say. We are fkd anyway.. We might as well do what our small hat masters want and go all in on Iran... Then the price of oil goes $200+
MARKETS FULL OF R3TARD5 retweeted
The UKMTO says it is "struggling to accurately report the true number of attacks [in the Strait of Hormuz], with the majority of vessels attacked refusing to report to UKMTO"
Run the numbers for $FDR.ax at $110 oil
This is the best call option on a prolonged higher oil price. 2028/2029
The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt oil. It's far more structural. Get long, buckle your seat belt, and hang on for the ride.
Oil to $150
SIGNIFICANT: The UKMTO’s monthly report has just been filed, and one line stands out:
“UKMTO struggling to accurately report true number of attacks with majority of vessels attacked refusing to report to UKMTO.”
I’m sorry, you said MAJORITY? As in >50%?
If this statement holds true for October, that means you’re taking about nearly SIXTY vessels that would have been struck by Iran in the first two weeks of the month…
The U.S. can’t defend these vessel AT ALL.
MARKETS FULL OF R3TARD5 retweeted
An Oil tanker was struck in the Gulf of Oman.
IRGC says the oil tanker was involved in illegal activity, switched its AIS off and was attempting to pass through the "restricted area in the Gulf of Oman".
MARKETS FULL OF R3TARD5 retweeted
Hello Aussies, the Reserve Bank of Australia will need a bailout.
An $11.3 billion #Labor #Blackhole
