Asymmetric

All things markets. All thoughts are of a personal nature and should not be considered advice

Not a momo trader

When the dreamer dies, so dies the dream - TAA

[Asymmetric @AsymmetricCap]

2023 goals

Run 100km/mth+ (not avg) - consistency goal

Squat 1.5x BW. DL 2x BW

Read 2+ books per month (avg)

Bank PB profits.

Aiming to be rounded in 23. Let's go

[Asymmetric @AsymmetricCap]

@Lehman_Bro @LGamblor @nlaggers @theAZtrader Onlygrans or bust

[Asymmetric @AsymmetricCap]

@moneyofminepod @darthjimmyau Nice podcast gents. If you want to go further down the rabbit hole APAC also own 49% of Prodigy Gold $PRX which is along strike from Tanami....

[Asymmetric @AsymmetricCap]

@Kingkon33780853 @Alonzo_CTHG 6 mins for a mullet. At this point we might as well get something out of the loss 😂

[Asymmetric @AsymmetricCap]

@JayNWay1 @10xHunter Why would I have been short? Not sure why some even think I am bearish? All I said yesterday was logs were good and foreshadowed assays pretty well. Doesn't mean the results weren't good

[Asymmetric @AsymmetricCap]

@Lehman_Bro @ThrillTrades 🤣

[Asymmetric @AsymmetricCap]

@Cyclops_Trader @respeculator Fintwit serving OP up a buffet of balls to suck

[Asymmetric @AsymmetricCap]

@Contrarian_WA Yeah it's not the easiest sector despite the expected demand and future pricing!

[Asymmetric @AsymmetricCap]

@Contrarian_WA What's your copper play?

[Asymmetric @AsymmetricCap]

@alex_rovira7 That's a good point and something to take on board. Thanks.

[Asymmetric @AsymmetricCap]

1. $AZS discussion of visual logs versus results for hole 15 from a lay person (ala I aint a geo)

If we look at the section 263 to 293 in the initial logs it shows 9m at 4% spod (using mid point) + 13 at 12.5% + 8.5m at 17.5%. Weighted average that gives us 30m at 11% spod.

[Asymmetric @AsymmetricCap]

@The_scanner_man @Jkoozi1 Yeah I do agree with that. But if you factor in the market being tight for Ag use etc (which rock phosphate price says it is) and you start adding large scale ESS to it in theory you'd assume it tightens again. We will see. $CXM already doing DSO, $AEV following + LFP kicker?

[Asymmetric @AsymmetricCap]

@Pete__Panda Grades are my guesses based on visuals but logs for 10 are in the clarification NR on the 13th

[Asymmetric @AsymmetricCap]

@OneMoreif Lol I said they are nice results. What do you want me to say?

[Asymmetric @AsymmetricCap]

@Pete__Panda Logs suggest 40m in lower section of 10 at maybe 1.6-1.8% from 220-260. Would be nice. And 11m at ~0.9 from 271. How would that look in your model?

[Asymmetric @AsymmetricCap]

@TwinTurboCe1ica Assuming up dip extensions yeah it's the same pit and will all be mined but it's not the same intersection.

Secondly how can you say for certain it's TW with a single drill hole in that section?

Thirdly not sure why me saying it aligns to logs is a problem? PA says same

[Asymmetric @AsymmetricCap]

$AZS nice results but they came back pretty in line with logs and my expectations. 50m in hole 10 and 100m in hole 15. Internal dilution between longer sections and carried by smaller HG intervals.

[Asymmetric @AsymmetricCap]

@TwinTurboCe1ica Well you can't really aggregate those can you? There is 110m between the upper and lower intersections. So completely different pegs.

So at TW it was 110 and I rounded to 100. Doesn't really make much difference does it? If the updip hits the same it's a broad hit.

[Asymmetric @AsymmetricCap]

@Contrarian_WA @Aveniralimited 😂

[Asymmetric @AsymmetricCap]

@Contrarian_WA @Aveniralimited That was sarcasm. My bad