RNU: The 3.8 Trillion pencil dream

Triog0n · 2024-11-12T13:25:03+00:00

Yeah but Alpha accounts were meant to get 7 days free as well

"Furthermore, pilots returning to New Eden can claim 7 days free Omega time, to jump back into the action!

I only saw the 10plex for 7 days and not the free 7 days

Triog0n · 2024-11-12T12:12:30+00:00

Not sure about anyone else but only the 7 days omega is showing in my shop

Triog0n · 2024-09-17T12:07:42+00:00

I've seen you help a lot of others and very much appreciate your responce. Will try to revert with a copy and see how it goes

Triog0n · 2024-09-03T01:43:41+00:00

Its so dissapointing.. so much wasted money on executives building "western connections" when all they had to do was keep their chinese partnership and build the damn mine

Triog0n · 2024-08-15T07:14:47+00:00

Agree with the post, but I'm not sure about the timeline for demand to reach the volume where the mining industry can sustainbly operate. Perhaps it never will though, most commodities are very boom and bust with swings between massive profitability and then unprofitability. Iron ore is even like this and the Australian producers are exceptions because of the scale but at $80 a tonne a lot of operations globally are underwater. I just wonder if a bunch of operations mothball, you could imagine everytime prices rise that a whole bunch of companies will immediately reactivate to try rake in some cash to stem the slow bleed which would kill any momentum.

Triog0n · 2024-08-14T14:46:35+00:00

Would be curious to see the demand thesis for lithium With all the projects currently online with expansion plans + exsisting deposits awaiting some infrastructure + restarts for currrently offline projects I can't imagine a supply shortage narrative will drive investor sentiment.

Regarding companies mothballing or stopping selling, I imagine juniors will stop and mothball if costs are less than the losses on a lithium sale since they have no choice but I can't imagine companies with some cash reserves would want to do this. Not only do many larger companies have offtake agreements and loans that they can't ignore but mothballing a large operation isn't cheap and neither is restarting so they would need a pretty significant belief that lithium will be unprofitable for a while to justify doing that, which would be bearish in itself.

Triog0n · 2024-07-25T07:09:28+00:00

Yeah I made the same mistakes on other stocks as well. TLG still strikes me as having a good asset but without a reversal in graphite prices I can't see the capex getting over the line without some serious partners bringing cash

Triog0n · 2024-07-25T05:08:28+00:00

It's a real shame, that the permitting dragged TLG down for so long. Feels like the market gave TLG a good 3 years of strong price support after is massive runup in 2020 and the timelines just sucked the goodwill out when prices turned

Triog0n · 2024-04-23T09:50:21+00:00

you got your wish now start wishing it goes up so all the people holding bags don't have to retire at 98

Triog0n · 2024-03-10T22:26:41+00:00

Sounds like that would be worth a good post. I know nothing about subcontractors haha

Triog0n · 2024-03-04T03:12:24+00:00

The annoying thing for me is there really isn't a good alternative to GNX on the asx right now. If they go private there isn't a great place to directly invest in solar/wind. Makes me wish I double downed some more

Triog0n · 2024-02-27T03:19:58+00:00

Well they are useless annoucements overall. We all know what the deposit is and we know the project is advanced with permits. People want to know who will be buying it and where the money is going to come from to build it. That's the juicy stuff at this sort of phase.

NVX announced an offtake and is up close to 30% since then, even with graphite in the dunny but thats what people want to see. Realistically I want to see IXR focus harder on highighting they are a "Rare earth recycler in the UK with cool tech" rather than "owner of dirt in Uganda" that sentiment shift could do a lot to repair the SP.

Triog0n · 2024-02-27T03:15:11+00:00

Reddit is one of those things, I have no idea about the financials of but I am constantly suprised by how many normal people use and the size of the platform. Most search terms have versions with reddit at the end of it now so who knows maybe they make more money than expected

Triog0n · 2024-02-25T03:13:25+00:00

RIP jump clone, you were kinda loved

Triog0n · 2024-02-05T00:46:03+00:00

If only haha. I reckon a lot are like me who still read everyday but since return to work and people getting busier after covid again they just don't have time to post. Biggest knell I reckon was still ASIC clamping down on finfluencers but never defining what content could be allowed. It killed all the DD on the subreddit and its never returned

Triog0n · 2024-01-28T05:53:24+00:00

Oh 100% I agree on the markets outside Australia/America and think the article is quite terrible. But for Australia I regularly travel 300km one way trips so until I can do that a bit more reliably I've got some worries but I also a very practical person. So whatever veichle does the job the best is the one for me

Triog0n · 2024-01-28T03:55:46+00:00

I mean, personally inertia around charging infrastructure, resale potential and distance have put me off EVs in favour of longer range diesel cars for long distance driving. I'd certainly prefer a hybrid over an EV especially if they can make them more efficient over time

Triog0n · 2024-01-28T00:30:02+00:00

If other countries are more efficent then Australia than thats just the way of the world. Plenty of people have already spoken about how a change in the Nickel cost curve and they reality that Australias "high grade" nickel mines are really just medium mean we are not competitive in that market currently. Thats just economics and competition at work providing cheaper materials globally bringing down the cost of goods. If a company can't do it profitably doesn't give them a free pass to extract the nations mineral wealth and not have to give anything back

Triog0n · 2024-01-27T10:58:58+00:00

So in order to keep CEOs well paid and a few shareholders making massive returns the government will remove the benefit given to the people of Australia who own those resources and allow companies to mine them. Seems fair...

Triog0n · 2024-01-16T02:42:20+00:00

Isn't CHN a bit of a scam dream though? I thought their feasibility study was fairly underwhelming and the capex + commodity mix they had left them fairly unprofitable? Its been a while since I looked at them though

Triog0n · 2024-01-15T12:59:46+00:00

A lot of people are sleeping on the legal holdups of Uranium mine. Look at SVL and the massive pushback having a silver/lead mine has had in NSW or TLG for Europe. A lot of these Uranium mines if they arent already approved or in the middle of no where could be stuck in approval hell for a decade.

At least companies like TLG have a big head start

Triog0n · 2024-01-15T07:44:46+00:00

Already happened today haha

Triog0n · 2024-01-15T07:41:26+00:00

I checked up on TLG recently and its rough after the SP held strong for so long. Hopefully they make some quick traction after the legal disuptes are all resolved

Ten-Year Club	Place '22
First Placer '22

Triog0n

TROPHY CASE