Emil Baggie.tinkaren

Swede with an interest in commodities & shipping | Armchair geologist | Director Pambili $PNN.v | IR Switch Metals #SWT | CEO of @HesperianMetals

[Emil Baggie.tinkaren @Edark94]

What if... Just what if... The #tungsten price stays higher for longer...

$EQR.AX is far too cheap IMO

[Exploration Edge @EdgeExploration]

#Tungsten prices in China keep rising 🔥

[Piotr Turek @rekurencja]

$LGO vibe right now: "You are early but you aren't wrong. Smart money is often early" 😂

[Emil Baggie.tinkaren @Edark94]

@lauriewired @SebAaltonen r...really? uh oh

[Sentimenttisonni @SenkinSonni]

Tämä nyt on taas varmaan toiveajattelua, mutta omaan ajatusmaailmaan $EQR.AX tilanne vaikuttaa melko räjähdysherkältä, eikä sijoittajan kannalta huonolla tavalla. Volframin hinnan nousu fronttasi nykytilaa, mutta helpotusta ei näy ja uutta nousua pukkaa nurkan takaa. Vamos 🫳

[Ian Zhang @SinaMin_CN]

Got tin?

[Emil Baggie.tinkaren @Edark94]

The cash grab in Africa continues, as more countries either "discreetly" increase royalties / gov ownership, or more bluntly just ban foreigners.

Interestingly, a different cycle is occuring in LatAm with more conservative biz friendly govs winning. Africa <<< LatAm IMO.

[Samson Li @SamsonLi7]

#criticalminerals #tungsten #niobium #uranium #tantalum #rareearths

[Emil Baggie.tinkaren @Edark94]

RMB 1100/KG is according to google around $1500/MTU, which is quite a nice price all things considered if that ends up being the bottom...

$EQR.AX is definitely not pricing in a higher for longer scenario, and is quite cheap at the minute

[Tungsten @WorldTungsten]

Tungsten powder: RMB 1100/kg, down 54.2% from its peak, but up 1.9% year-to-date.Tungsten carbide powder: RMB 1060/kg, down 54.7% from its peak, but up 1.9% year-to-date.Cobalt powder: RMB 560/kg, down 3.5% from its high, but up 7.7% year-to-date.

[Freight @freightbull1]

The market is in turmoil. Fear of the Barnacopolypse has taken over. But there is one owner who does not fear the barnacle. Some now look up to him as a leader

[🏴‍☠️ @calvinfroedge]

People will remember the turning point for the oil market

[Emil Baggie.tinkaren @Edark94]

kinda funny and true... but tungstards?!?!

[Cyclops Trader @Cyclops_Trader]

All the Tungstards who kept saying ‘China APT prices don’t matter’ are now all tweeting the tiny move up in China APT prices.

Different commodity - same human, time and time again.

#Tungsten

[Emil Baggie.tinkaren @Edark94]

@15_Sheringham didn't @OriginalBraila invest in an anti barnacle paint company a couple years back??? what happened with that, is it going to save the day?

[Emil Baggie.tinkaren @Edark94]

CORRECTION: OIL RISES 1.8% AT OPEN AMID REPORTINGS OF SEVERE BARNACLE INFESTATION IN THE STRAIT OF HORMUZ.

[Rory Johnston @Rory_Johnston]

*BRENT OIL RISES 1.8% AT OPEN AMID UNCERTAINTY OVER US-IRAN DEAL

[Emil Baggie.tinkaren @Edark94]

@christankerfund @cowboybeeshop @GavMcCracken @OriginalBraila or being one of the first to buy $DIS.Mi (and, more importantly, one of the first to sell...)

[Emil Baggie.tinkaren @Edark94]

Bro my oil bros are so down bad they're barnacle posting 😭

I remain utterly confused how the oil price has reacted so poorly to Hormuz being blocked. Is it a matter of time before it pops or is it just over?

[🏴‍☠️ @calvinfroedge]

An under appreciated point is that basically every ship in Hormuz is going to need to be dry docked after they get out to clean the barnacles off the hulls

[Emil Baggie.tinkaren @Edark94]

@cowboybeeshop @GavMcCracken @OriginalBraila @christankerfund ZIM... fking ZIM...

[Emil Baggie.tinkaren @Edark94]

@LogOptimal of course, how else can I read the local facebook group drama?

[Emil Baggie.tinkaren @Edark94]

A pretty interesting setup I've seen on Facebook

>create AI profile with hot girl
>create AI shorts of making wares by hand
>link obviously AI generated website with TEMU bs

is this the new dropship strategy or something? looking at comments, boomers actually fall for it

[Emil Baggie.tinkaren @Edark94]

@calvinfroedge how many barnacles does it take until the ship just sinks???

[Emil Baggie.tinkaren @Edark94]

@Alexsei88 There has not been a single point in time of overproduction sir. Merely demand destruction to insanely high prices.

[Emil Baggie.tinkaren @Edark94]

@lasse108 @GavMcCracken @OriginalBraila Well, yes. But so have Calvin and others lol. Cannot be solely into one sector, especially one as cyclical as shipping.

[Emil Baggie.tinkaren @Edark94]

@RunawayWarming @arestradinglab @calvinfroedge how do ships even float man, shit is crazy fr