Danzar

Trade #ASX short-term. FA=decision TA=position. I post select trades that you may have missed & I'm likely on the rest. Love @sydneyswans & @F1 Posts NOT ADVICE

[Danzar @CurlewisASX]

#ASX how it works. US down Europe up Asia up = ASX down. US up Europe down Asia up = ASX down. US up Europe up Asia down = ASX down. US flat Europe up Asia up = ASX flat. US up Europe up Asia up = ASX flat unless all up two days in a row, then ASX up.

[Danzar @CurlewisASX]

@NRLGann @CarltonFC I'll ring tomorrow

[Danzar @CurlewisASX]

Every single person connected to the @CarltonFC should be fired - good or bad - from the Board down to the cleaner. Sterilise everything, get some Shaman in from Haiti, smoke the place out, start again. #aflnorthblues

[Danzar @CurlewisASX]

@JacintaAllanMP Ahh so the CFMEU and their bikies have moved into building inspecting?

[Danzar @CurlewisASX]

@MadsMelbourne @luke7776 Your guarantee is you will be paid super. You have plenty of options on how to manage it after that. Are you seriously saying that returns should be guaranteed?

[Danzar @CurlewisASX]

@MadsMelbourne How does an idiot like you have 20k+ followers

[Danzar @CurlewisASX]

@MadsMelbourne @luke7776 Industry super funds deliver double digit returns on average every year. Money machines. What are you talking about

[Danzar @CurlewisASX]

@cirnosad

[Danzar @CurlewisASX]

My wife's take (I don't listen to the show and she has a way better EQ than me anyway):

I somehow doubt it. The Kyle and jacky o show isn’t just them… you hear from their whole team on the show… like you know the names of everyone on there. Jackie o already has a podcast. I also think just them talking without listeners ringing in would be dull. They get paid $40k per morning show. Why would they want to work harder for less? I really think their relationship had been fracturing for years and what he said was the last straw for Jackie. Wouldn’t surprise me if they do their own things for a year or two and then get back together.

[Danzar @CurlewisASX]

@KerrySF_Sun New ticker Life 36.0

[Kerry Sun @KerrySF_Sun]

I spent last night doing some analysis. Here are my revised target prices for tech stocks $WTC $XRO $TNE etc. I calculated this by shifting the decimal point one place to the left.🧠

[Danzar @CurlewisASX]

@Boldyboy1975 How the fuck does this only have 60 likes

[Stu thats all you get🇺🇸🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Boldyboy1975]

🤣🤣🤣🤣
Okay guys, I need to get this off my chest before I explode.
After what happened yesterday with Jennifer Aniston (yes, that Jennifer Aniston), I’m left sitting here in stunned silence with exactly three stone-cold, 100% honest observations I can share with the world:

1. She is tight as hell. Like, “did they forget to finish installing this woman?” levels of tight.
I’m not exaggerating when I say the first thirty seconds felt like trying to parallel park a monster truck in a bike lane during rush hour. There was grunting. There was strategy. There was definitely a moment where I considered calling AAA for a tow.
At one point I genuinely whispered “breathe, bro… just breathe” to myself like I was giving birth.
10/10 would recommend the cardio workout. 2/10 would not recommend to people with weak lower back muscles or fragile egos.

2. When it was time to… you know… finish the mission… she didn’t even blink.
Zero hesitation. Zero negotiation. Zero “wait, maybe aim for the shoulder instead?”
She just looked up with those big Friends-era eyes like “yeah, this is fine, this is Tuesday for me.”
I’ve dated girls who needed a five-minute PowerPoint presentation and a signed waiver before letting anything land above the collarbone. Jennifer? Not a single word. Just calm, professional acceptance.
The woman has the facial tolerance of a Michelin-starred chef who’s seen every sauce known to man. Icon behavior.

…and finally… the most important revelation of the entire experience…

3. The staff at Madame Tussauds Wax Museum have absolutely zero sense of humor.
None.
Zilch.
I mean, I get it — you’re trying to maintain the “magic” of the celebrity experience, security is tight, people are taking selfies, blah blah blah…
But when a man stumbles out of the Jennifer Aniston exhibit breathing heavy, hair messed up, shirt half-tucked, grinning like he just won the lottery… you’d think at least one employee would crack a smile or give a knowing nod like “nice work, king.”
Instead I got:
- Two security guards flanking me like I stole the wax Bruce Willis
- A very stern woman in a blazer hissing “Sir this is a family attraction”
- Someone actually radioing for backup because I apparently “looked too satisfied”
I tried to explain it was performance art. They were not buying it.
They escorted me to the exit faster than you can say “Central Perk.”
So yeah… if you ever want to disappoint a group of underpaid wax museum employees in under ninety seconds, just have the best day of your life next to their multimillion-dollar Rachel Green replica.

Anyway.
That’s my truth.
No apologies.
No ragrets.
Just three very important life lessons learned in the span of one extremely confusing Tuesday afternoon.

You’re welcome, internet.😎🤪🤣🤣🤣🤣

[Danzar @CurlewisASX]

@BowTiedQuoll Lol the replies to this dumbass

[Danzar @CurlewisASX]

@theAZtrader @BowTiedQuoll 100%

[Danzar @CurlewisASX]

Penny, manager of the #silver and #gold sales desk at ABC Bullion

[Danzar @CurlewisASX]

$BHM lots of choppy price action and it’s struggled to settle above this supply zone, but structure still looks good. Higher lows holding, pullbacks getting absorbed. Feels like it wants to go, just hasn’t cleared the last sellers yet.

Great quarterly. Revenue well up QoQ, cashflow turned positive and grades improving as Main Lode feed starts to come through. Also, realised pricing lagged spot, with ~$5m of silver revenue to roll into the March qtr. Then you have the huge recent moves in #silver that will drive cashflow this next quarter.

Throughput still constrained (~60% util), but tailings dewatering work progressing. So the quarter shows pricing + grade leverage before utilisation really lifts. Balance sheet solid, debt coming down.

At this point, FA and TA support a breakout. Expecting regular newsflow too.

[Danzar @CurlewisASX]

$BHM ASX | EV ~$340m, cash ~$73m, debt ~$38m. Producing silver, zinc & lead at Rasp with under-utilised 750ktpa mill. Some great recent drill hits. Price coiling below a key resistance zone as the Oct 38m/$1 placement washes through. Strong leverage to spot metals, high-quality ore & higher utilisation.

Spent months absorbing the October $1 placement. Clear supply sitting ~$1.23–1.25. Higher lows holding. If that zone is absorbed, structure improves. Otherwise probably more chop.

Operating mine with ~500ktpa currently going through a 750ktpa mill. Tailings handling the main constraint. At spot prices (Ag ~$90, Zn ~$3,200, Pb ~$2,000), margins materially better than in the Sept qtr.

Sept qtr revenue ~$18m. Assuming volumes flat, December qtr pricing alone should add ~$3–4m revenue and ~$2–3m FCF. That’s before any meaningful increase in higher-grade Main Lode ore through the mill.

No DFS/PFS as assets were privately acquired, which makes it harder to pin down project economics the usual way. I’m framing it on EV (~$340m) vs cash generation. As more Main Lode feed makes it into the mill and utilisation improves, EBITDA should move quickly.

Disc: Holding 78c average.

[Danzar @CurlewisASX]

$BHM feels close. Everything lining up and the Dec quarterly is imminent. If the numbers are good, this shouldn’t hang around here for long.

rElEaSe tHe qUaRtErLy NoOwW!

[Danzar @CurlewisASX]

@TheGladiatorHC @Stockrocker_ASX Depends on who you're looking at. Leaders have had a great run over the past two years, but patchy. Some 2x, others 5x. Cash is definitely starting to rotate down though, albeit slower than I expected. Some mid-caps are on a tear. Spec run will be epic if it all plays out.

[Barclay Pearce Capital @BarclayPearce]

BPC is pleased to share that Broken Hill Mines (ASX: $BHM) has reported further very high grade shallow silver lead-zinc intercepts from drilling at the Pinnacles Mine.

Learn More:
https://t.co/QIb7Lao52z

[Danzar @CurlewisASX]

@john_macgowan And now Double J is saturated with cutesy, warbling folk singers - endless Laura Marling clones, plus whoever her English and American equivalents are.

[Danzar @CurlewisASX]

I bailed on Triple J when it hit peak saturation with Aussie hip-hop. Gave Double J a go, nearly bailed again when it briefly felt like Zan Rowe’s personal Nick Cave shrine. It did improve…

Now it’s wall-to-wall warbling, cutesy folk singers, all sounding like they’re auditioning for the next Visit Melbourne ad. I freaking hate that style of music. It’s spread so far that virtually every great song ever written is now being remade into a breathy, joyless, slow-motion ukulele funeral. It's horrible.