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