SAF

[SAF @AF_63A3]

"Hormuz should become busier, safer and cheaper for commercial shipping"
So Iran is going to charge money for something which used to be free and then call it 'cheaper.' Are we sure this guy didn't get an MBA from Harvard or work for McKinsey at some point?

[Babak Vahdad @BabakVahdad]

In a lengthy televised interview, Speaker Mohammad Bagher Ghalibaf offered what is probably the clearest explanation so far of how Tehran sees the post-war MoU and where the process now stands.

Some of the main takeaways:

- He says the negotiations with the U.S. are over. According to him, the trip to Switzerland was not about negotiating a new agreement but about discussing the implementation of the MoU.

- He says Iran will not move to the remaining provisions of the agreement until the five have been implemented, adding that Article 13 will only be pursued afterwards.

- He describes the U.S. commitment to end the war in Lebanon, enable the return of displaced civilians and restore Lebanese sovereignty as one of the biggest achievements of the MoU.

- He says a joint committee involving Iran, the U.S. and Lebanon has been established to follow the implementation of the Lebanon file, with Iran's ambassador serving as Tehran's representative.

- He claims the U.S. naval blockade has now been fully lifted.

- He says Iran has exported more than 40 million barrels of oil since the blockade ended.

- He claims Iranian oil is now being sold at around 20% higher prices, with payments reaching Iranian accounts.

- He says the 60/day period of toll-free transit through the Strait of Hormuz is temporary, while insisting that Iran and Oman retain responsibility for managing navigation there.

- Interestingly, he argues that Hormuz should become busier, safer and cheaper for commercial shipping, saying Iran's strategic advantage comes from making the Strait function efficiently rather than keeping it closed.

- He reiterates that Iran's missile capabilities, the Resistance Axis and enrichment are not negotiable, while warning that Tehran is prepared to respond militarily if the MoU is violated.

- Overall, Ghalibaf appears to be reinforcing an official narrative that the MoU is now entering its implementation phase. The repeated emphasis on oil exports, higher revenues, the lifting of the naval blockade and developments in Lebanon seems intended to demonstrate that Iran is already reaping concrete strategic and economic benefits while preserving military leverage if implementation falters.

#Iran

[SAF @AF_63A3]

@JoshYoung Don't underestimate the power of the parasites that are Californians who fled California to spread their disease to new states.

[SAF @AF_63A3]

Tell me again how bond traders are the "smart money" at the table

[Kalani o Māui @MauiBoyMacro]

“SpaceX’s blockbuster bond sale is weakening so quickly in the secondary market that traders say they can’t recall another recent deal that widened this sharply.” 👇🏼

https://t.co/hM2IyN1QKw

[SAF @AF_63A3]

@JoshYoung TMT bros to the oil bulls

[SAF @AF_63A3]

@TheWealthMiner Might need another retweet of this one today.

[SAF @AF_63A3]

@Mark_IKN It probably would be down more if it hadn't already been down -50% prior to the release of the PFS. Makes you wonder what they've been saying while on the road marketing.

[SAF @AF_63A3]

@StanphylCap If you want a modern artist with 80's nostaligia this song was great. And the upside, the rest of her music is pretty good too.
https://t.co/6iBEl76l8u

[SAF @AF_63A3]

@Mark_IKN @StratAnalytica

[SAF @AF_63A3]

@Mark_IKN And it's junior mining's favorite day to drop news, post-close Friday on a US holiday.

[SAF @AF_63A3]

And by taking the Luce and immediately setting it on fire they might help retain the brand value of their real Ferraris.

[Bloomberg @business]

Correct: Ferrari has long rewarded loyal clients with access to its rarest cars. Now, sources say, buying the €550,000 Luce may help clients strengthen their standing for future allocations. https://t.co/iFMWybYu6X

[SAF @AF_63A3]

@Mark_IKN

[SAF @AF_63A3]

@AdventusCEO I know of at least one offer made to them a month or so ago to take the whole block. I don't know for sure the fund making the offer had sufficient funds but you'd think they would have tried to shop it.

[SAF @AF_63A3]

@StanphylCap How long can negotiations take when you've established that you're going to give your enemy everything they want and accept getting nothing back in return all while pretending it's a victory?

[SAF @AF_63A3]

@Mark_IKN @TheWealthMiner

[SAF @AF_63A3]

@ShaleTier7 "It's not like a mining, you can't move a gold mine. But we can just drill a well somewhere else."

[SAF @AF_63A3]

@ShaleTier7 You're too late. Didn't you hear Kinjal Corp beat you to it with the RTO of $IFR.v

Their CEO even assured me that narcos don't bother the oil companies because they're afraid of Pemex and the Army.

[SAF @AF_63A3]

@Mark_IKN This is their second botched offering in less than a year. They tried to raise in Sept and the TSXV made them pull is in Oct. Can't figure out what's going on over there because it looks like they actually have an OK small mine on their hands.

[SAF @AF_63A3]

@tripphighgrade @MasterMetals @Mark_IKN Unlike Appian or Sprott, I don't think Nebari has the expertise to put something into CCAA and take over the keys. Maybe Concept sees an opportunity to effectively recap and somehow refi Nebari out of it entirely. They did get the incompetent Board Chairman out finally.