Sonny (@dcb30a) header
Sonny (@dcb30a) profile picture

Retired and sailing the oceans. Views are my own and not investment advice

Sydney, New South Wales
Joined June 2010
Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)Photo by Sonny (@dcb30a)
Why Did the British Come to Hate the Russians? – Jeffrey Sachs
609
4,841
438
13,032
628,416
The Labor party has established a $386 million slush fund under it's multiculturalism grants program. 94% of the grants last year went to labor seats. $45 million went to Tony Burke's electorates alone. What's the departments response to this obvious pork barreling? "They're election commitments" It's not good enough. Australians are sleeping on the street and these are the rorts this government is spending your money on.
264
1,137
59
5,255
62,096
$SBM.AX - let's look at Petra's numbers - by 2031 you get 58.4% of the current share price back in dividends 37% of which is fully franked, and in 2031 the stock is on 2.6x PER and has cash and assets roughly equal to its current market cap, and this is before the next stage of the gold bull market gets going. Crazy - 1.4moz of optionality today for $0/oz in the ground, what could the market value these ounces at, assuming that we have yet to define the size of this asset. The stock will be gone once Lingbao have Simberi. Another asymetrical bet.
3
4
35
4,500
$hg $hgraf data says it can make plastics 50% more recyclable and reduce the use of it by 30%. This should be a massive global story. But instead we are caught up in political battles and religious and ideological wars. I got to believe that as these contracts roll in the company will get the mainstream attention it deserves. How do you even put a value on reducing global plastic use by 30%, making products last 2-3x longer and be 50% more recyclable? Just this one set data points on one application is so damn huge it’s crazy. The market hasn’t even begun to digest this. It’s like a biotech that announces they have a proven cure for cancer and all the data. They are building out pharmaceutical production. And critics are all pointing to the lack of current revenue and past R&D expenses. lol It’s impossible to predict how big a following this company is about to get because of its plastics business. On top of this there is huge potential in battery tech, super capacitors, actuators, coatings, concrete, lubricants, textiles. On and on. Craziest story I’ve ever come across. No company I’ve ever heard of has a larger potential TAM (total addressable market) Seriously… I cant think of one ever that could have more profound world changing potential. Sorensen says they are gonna change the world. I’m so ready to see the contracts roll in and him get the Nobel prize he deserves
23
26
1
219
10,741
It makes you want to vomit. Jacinda Ardern has been gifted a privileged position at Sydney University as a “professor of practice”. The University released a statement: “Her work will focus on empathetic leadership, social cohesion and civic trust; further developing new approaches to global and values-based leadership, as well as exploring new ways to address global health challenges centred on equity, inclusion and wellbeing.” This has to be some type of sick joke. “Empathetic leadership – equity and inclusion” – this from a woman that smirked about dividing society into two classes of people. “Civic trust” – from a woman who destroyed civic trust and will be remembered by history as saying “we will be your single source of truth” – and then proceeded to tell lie after lie about the so-called vaccine. The only university Ardern is fit to lecture at is one in North Korea or Cuba. But her appointment only confirms what we already know – our universities are no longer places of education and learning – they are Marxist indoctrination camps, so Ardern will fit in well. Just another reason to vote One Nation.
1,150
1,528
158
6,421
116,819
$HGRAF The future of materials science is graphene
6
1
60
5,949
No two photographs describe the decline of this country better than these two
348
1,445
105
15,418
787,301
Here’s why I hate warrants attached to issues. Warrants have a value, sometimes a significant value. It’s most often the case that when a company issues units that include warrants the stock quickly drops to the price of the units minus the Black-Scholes value of the warrant. This is because funds (often fast money hedgefunds) love to buy unit deals, flip the stock and keep the warrant. So they eliminate downside and keep upside. This drop is a punishment to those that didn’t get good fills on the units or couldn’t buy them because they are not institutional / high net worth investors or they are in a jurisdiction where the units can’t be sold. If management teams believe they need to raise capital, then fine….do what you think is best. But, don’t play these warrant games. I hate them. There’s clearly a significant cost / value to them. Maintaining a loyal retail following is key. Giving people confidence that you’re not going to burn them with a fat warrant deal that they will miss out on is important. I’d much rather see an issue at a discount to market but straight equity. If people buy the deal and flip for a tiny gain and it cause the stock to drop and touch the deal price….again, so be it! At least this gives all investors a chance to buy the dip and stay on somewhat of a level playing field. It’s also important to do this price discovery exercise with a companies broker and potential institutional investors. You WANT investors that want to hold the stock. You DON’T WANT hedgefunds that just want to flip the stock and get free warrants. I’ve been extremely outspoken about my position when it comes to warrants over the years. If issuers want to keep me a shareholder I encourage them to never issue warrants. I’d like to be clear on this… crystal clear.
25
10
2
151
11,791
You know, take the week. Or the month. Scratch that. How about never going on social media again? While you’re at it you could stop trying to censor it. Doing both might help your mental health. I genuinely mean that
Tomorrow, I’ll be unplugged from my social media channels. I’m doing it for Mac Holdsworth. For every Australian child who’s encountered online harm. And for the parents who deserve a safer digital world for their kids.
70
334
9
3,142
77,121
Albo’s morally despicable because he continues to lie about the capital gains tax changes. Treasury have told him it’s a dog of a policy with a 70% effective tax rate on shares. Yet he pushes on regardless for political reasons, destroying the economy.👇xitter.gq/OsherFeldman/status/20…
One minute. One ad. Total demolition. 🔥🔥
2
21
90
1,498
Thermal Coal - $NCF Will it break out for good this time? $COAL - Coal ETF, mix, high energy cost
13
21
5
176
13,493
You’re not angry enough.. snowy 2.0 isn’t even a net power generator.. it consumes more pumping shit uphill than letting it back down.. but this cost won’t be captured as a “transition cost” and the unreliables will be deemed the cheapest power source cos reasons
Energy Minister Chris Bowen says he'd much rather have the cost blowout on Snowy 2.0 than cough up extra on nuclear. He's trading blame with Angus Taylor as the country's biggest green energy project spirals into its biggest engineering headache.
10
10
160
11,265
Who else thinks Peter FitzSimons is a complete hypocritical shit-bag?
270
111
23
2,640
27,791
Founder: "The fibre is temperature-regulating. Warm when it's cold, cool when it's hot, on its own." Investor 1: "Battery?" Founder: "None. The structure traps air and lets moisture out as vapour." Investor 2: "Flame rating." Founder: "Won't ignite below about 570 degrees. No treatment. It puts itself out and leaves no melt." Investor 1: "Odour." Founder: "Antibacterial. Wear it for a week, hang it up, it's fine." Investor 3: "Wet performance." Founder: "Holds a third of its weight in water before it feels damp, and keeps you warm while it does." Investor 2: "End of life." Founder: "Bury it. Soil in a year or two. It's nitrogen." Investor 1: "Production." Founder: "The unit grows the fibre on its own body over twelve months, outdoors, on grass. We harvest it in about two minutes. The unit walks off and starts again." Investor 3: "Walks." Founder: "Also lambs." Investor 2: "Raw material cost?" Founder: "Rain." Investor 1: "Who's the competitor?" Founder: "Polyester. Made from crude oil, melts at about 250 degrees, sheds plastic into the sea every wash, and lasts centuries in a hole." Investor 2: "And yours is cheaper?" Founder: "British farmers currently get about the cost of the shearing for it. Some burn it in the yard." Investor 3: "This is wool." Founder: "This is wool." Investor 1: "Why are we only hearing about it now?" Founder: "You've been wearing the competitor for forty years. It had a better marketing budget and no sheep."
23
354
5
1,213
14,527
The Economist cover remains undefeated.
84
354
40
4,028
253,630
Well said Will; a genuine beacon of light amongst our young👇 xitter.gq/ShackelWill/status/211…
There's this myth that Australians don't support nuclear power. ㅤ New polling shows that nearly 2/3 believe we should consider it, including 48% of Labor voters. ㅤ Our ideological nuclear bans must go.
6
26
589
European gas vs Newcastle coal - where one goes the other is sure to follow $VET.TO & $NHC.AX, $YAL.AX, the important point is that the forward curve is re-rating as well and that is what drives these companies as now they can lock in great forward prices 🚀
2
5
655
THIS SHOULD END ALBANESE’S LEADERSHIP. It’s getting huge traction on my insta & facebook. It’s a massive story. All we can assume is mainstream media are silent because Labor Government have bought them with money they have added to taxpayer debt. It would be sad to be a main stream journalist in Australia in 2026.
REVEALED: It looks like every major mainstream media journalist must have been issued the Haines Dirt Sheet instructions by Albanese’s office How do we know? Because they’ve all ***diligently responded by censoring the Haines Dirt Sheet story*** No media outlet in Australia has covered the Dirt Sheet other than News24 and the Daily Mail, who to their credit, broke the story The contrast of Helen Haines’ personal integrity - to a Prime Minister who is actively targeting her - is why this is snowballing It’s not going to go away. Surely the Prime Minister will apologise to Helen Haines, her family and her community. To not do so, knowing full well they all know his office was plotting against her, adds to their terrible suffering The media are all going to look like complicit fools, if they continue the cover up @abcnews @smh @theage @GuardianAus @SBSNews @Channel9 @Channel7 @Channel10AU @sunriseon7
383
921
40
4,882
141,917
“This post needs to go viral – NOW! So, as you might have heard, Australia’s controversial Digital ID bill was recently passed in Federal Parliament. And no, this isn’t about logging into Medicare “more easily.” This is the wet dream of every power-drunk bureaucrat who’s ever fantasised about tracking what you eat, watch, spend, say – and even think. Labor rammed it through with help from the Greens and Jacqui Lambie, while the likes of Pauline Hanson, Malcolm Roberts, Matthew Canavan, Ralph Babet, Alex Antic and Gerard Rennick strongly opposed it. Experts lined up to say it was dangerous. Legal groups shredded it. Privacy advocates screamed. The public wasn’t consulted. But they damn well passed it anyway. This bill is not about “protecting your identity” – it’s about owning it. Without a digital ID, you will eventually have no access to a bank account, cash, Centrelink, MyGov, flights, fuel, medication, voting in elections, and even receiving parcels in the mail. And you can kiss goodbye to ever renting a home, owning a car, using social media, shopping online, accessing the internet at all, having a phone number, and buying groceries. They say it’s “voluntary” – just like MyGov was “optional” until 10 million Aussies were forced into it just to access basic services. Just like the COVID-19 vaccine was “optional” until those who resisted found themselves locked out of society for months for not being up-to-date with their boosters. It’s coercion and blackmail with a friendly smile. And now that this thing’s been jammed through Parliament, the tech giants are lining up like pigs at a data trough. They’ve already got your search history, your online purchases, your late-night Instagram habits, and every whispered “Hey Siri” or “OK Google.” Now they get to attach all of that to your real name, address, and government-approved ID. That “anonymous data” you thought was floating harmlessly in the cloud? Not anymore. Your Woolies reward card is now part of your permanent “consumer profile.” Your YouTube comments? Traceable. That shady dating app you thought was private? Good luck with that when your real ID is stitched to everything you do online. Privacy’s gone, and it’s not coming back. And let's not pretend this data won't be regularly hacked, leaked, or sold to the highest bidder. And when the system inevitably fails? One blackout, one outage, one “oops” from some contractor, and you’re digitally locked out of your own life, while some AI bot in a call centre tells you to try turning it off and on again. The committee that was supposed to scrutinise this bill was a total joke. They ignored almost every expert submission, skipped past glaring privacy failures, human rights concerns, and technical red flags, and still gave it the green light. It wasn’t an inquiry – it was a rubber stamp for the surveillance state controlled by foreign nations. Every politician who voted for this has just helped build the scaffolding for digital tyranny. This is the infrastructure for a fully centralised, always-on tracking system. They’ll say it’s for your safety. They’ll say it’s about efficiency. What they mean is: now they know who you are, where you are, what you’re saying, who you’re saying it to, and how to shut you up when you speak too much truth. #This isn’t progress – it’s control, plain and simple. What we’re seeing isn’t some harmless upgrade – it’s China-style social credit wrapped in an Aussie flag, and you can bet the CCP is watching on proudly, noticing how we've finally caught up. #StephanieMessenger
225
1,265
67
2,691
48,698
How do you improve seal durability under extreme pressure and thermal cycling? HydroGraph's Fractal Graphene™ FGA-1-enhanced PEEK helped W.T. Johnson achieve up to 34% less wear and 61% lower friction, extending component life. 📖 hydrograph.com/wp-content/up…
4
31
1
177
10,268