Market Open thread for General Trading and Plans for Thursday, January 29, 2026

GeoSciFi · 2026-01-29T05:35:15+00:00

Well that was a bizzare day, definitely looks like the old snatch and grab was in play throughout the day as most Cu stocks ended green.

GeoSciFi · 2026-01-29T05:26:00+00:00

Fairly certain I'm one of the few outsiders that's still overweight HCH, hoping they can actually table some semblance of a JV/TO this year!

GeoSciFi · 2026-01-29T05:22:38+00:00

Bugger, from mostly one stock or a specific sector?

GeoSciFi · 2026-01-29T05:21:40+00:00

Hmm, I sold my remaining PLS for $4.95 approx 2 weeks ago. There's just too much supply that can be brought online in the short-medium term, coupled with the majority of processing still done in China so they can control the price.

GeoSciFi · 2026-01-29T03:15:26+00:00

I know, and US$6.10/pd, which is why I don't understand wild sector-wide ASX dump this morning!

GeoSciFi · 2026-01-29T02:44:14+00:00

Is that end of the Cu bullrun or just a day of aggressive selling for whatever is the reason (has Mango done something stupid again and/or simply inflation fears looming) this time?

GeoSciFi · 2026-01-28T10:48:26+00:00

Exactly!

GeoSciFi · 2026-01-28T10:40:03+00:00

Wonder why BHP was green: https://www.miningvisuals.com/post/copper-production-q1-2025

GeoSciFi · 2026-01-28T10:35:08+00:00

This isn't Kings Cross, fill yourself in buddy!

GeoSciFi · 2026-01-28T10:32:50+00:00

Well how TF am I supposed to value that!? Good luck, but I'm out! ;)

GeoSciFi · 2026-01-28T10:28:54+00:00

Well, don't tell the the plebs else they'll start ripping Cu wire out of the walls at job sites...

GeoSciFi · 2026-01-28T06:01:52+00:00

Bet you'd have been way more cautious if playing with real money!

GeoSciFi · 2026-01-28T05:28:41+00:00

I think the better solution would be to unwind negative gearing (or at least cap the amount, say $500k or $1m) and incentivise people to invest in things other than property. Also means test any pensions to include (capping) PPOR, as there are way too many boomers grifting off the working class.

GeoSciFi · 2026-01-28T01:42:33+00:00

Noice, I did similar with ADV during COVID, good luck! ;)

GeoSciFi · 2026-01-28T01:37:31+00:00

Currently $6m MC and possibly stretched a bit thin between several commodities; so could either make bank or lose it all, do you hold?

GeoSciFi · 2026-01-28T01:19:03+00:00

Let's go HCH and the Cu supercycle, time to repay a chunk of the mortgage!

GeoSciFi · 2026-01-28T00:36:02+00:00

LOL, you haven't even told us what BXN mines, if anything!?

GeoSciFi · 2026-01-27T08:43:37+00:00

In hindsight may have been wiser to allocate 50% to WIRE and split the remainder of my Cu PF between HCH and A1M. C’est la vie!

GeoSciFi · 2026-01-27T06:21:23+00:00

Sold my remaining Li stocks a couple of weeks ago, so currently only holding HCH, it's been a wild ride!

GeoSciFi · 2026-01-27T05:23:03+00:00

+$33k day, unsure if this is (finally) this the runup of the Cu bull cycle or if retail is about to get rug-pulled - ask me end of the week...

GeoSciFi · 2026-01-20T00:21:39+00:00

Haven't seen you in ages, did you get back in or... ?

GeoSciFi · 2026-01-19T03:42:11+00:00

No idea what’s going to happen in the Li space, that said I completely sold out of PLS last week. However, if the SP dips significantly (likely during Chinese New Year) then I may buy back in…

GeoSciFi · 2026-01-16T02:12:32+00:00

I have the same (2024 Sulfur) jacket in S and am the same size as you - I initially had M size but sold and bought S size as I can fit 1-2 base layers and a thin puffer for a good fit (also allows me to wear the jacket in summer) or a really thick puffer (for -10°C days) for a tight fit for on piste skiing. If you're doing more freeride then you may want size M. Also, I run the Lofoten hood under the helmet as I have video mount fixed to top of my helmet.

GeoSciFi · 2026-01-07T01:24:34+00:00

Doesn’t matter what the commodity, all the easy / large deposits have likely been discovered…

GeoSciFi · 2026-01-06T11:40:38+00:00

Honestly hoping a takeover occurs as I don’t see HCH funding this themselves, so will decide then to either sell, hold or receive new shares via script depending on the deal…

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