Jason Phillips

[Jason Phillips @JasonPhill40479]

@DerekFranc90653 Good on you mate. It’s one thing to call it out it’s another to go to the effort you have.
I am the exact example of the person it hurts the most. I am mid 30’s, don’t own a ppor but have built a several mil portfolio through reasonable investing. This fucks me (harder!)

[Jason Phillips @JasonPhill40479]

@BlokeOak57182 51% of a producing copper mine producing 10kt CuEq pa. I think this generates >a$100m EBITDA per year at current copper price. You are getting that for a$25m market cap.

[Jason Phillips @JasonPhill40479]

@BlokeOak57182 Hi mate, you have stumbled close to something I have done a lot of work on, Alara, the partner in block 8. It is the cheapest copper producer in the world. You need to understand what has happened since ramp up to look through the historicals but today you are getting…

[Jason Phillips @JasonPhill40479]

@TheRealDavey2 @puppyeh1 They guy doesn’t miss, wasn’t his last big bit of publicity just before he blew up on tech in 22?

[Jason Phillips @JasonPhill40479]

@MarkDiStef Surely it’s worth an article on the Canberra investment property scam that all the politicians use? Use government travel payment to fund an IP they buy… what other employer pays the rent on a property and lets you keep the gain if you travel for work?

[Jason Phillips @JasonPhill40479]

@asxpeasant C. $85m PBT (excluding Depn of build cost obviously)

And they own 51% so c$43m attributable.

Devil in the detail obviously on this one, with a fair bit of debt at the asset level - c$130m but I think that gets paid down very quickly at current copper prices.

[Jason Phillips @JasonPhill40479]

@respeculator @inigoezponda Have you ever looked at https://t.co/CDmI7OXhcE? Wildly cheap but has some quirks. The deposits owned by Central Iron I think are worth more than current market cap.

Then add the cash and Deflector royalty…

Plus random hunter property development 😂

[Jason Phillips @JasonPhill40479]

@respeculator Yep me too. Good deal.

[Jason Phillips @JasonPhill40479]

@bowtiedstocks And having actually taken their medicine on housing prices… a thing of beauty

[Jason Phillips @JasonPhill40479]

@smoothinvesting Did you see the deal the new chairman is getting via the acquisition of a newly incorporated company?

[Jason Phillips @JasonPhill40479]

@JourneyMacro @jamesjansson @alisterberkeley @GeoffWilsonWAM @cjoye Now do it on a real basis…

[Jason Phillips @JasonPhill40479]

@strikeextent … it installed a respect for the rules from an early age. That just doesn’t exist anymore. People are taught the opposite, you can get away with whatever so have a go.

[Jason Phillips @JasonPhill40479]

@strikeextent Another one of these, which I think is a bit small and petty (and maybe showing I’m getting old) is that P players are allowed to pretty much hide thier P plates these days. When I got my P’s you were pulled over and taught a lesson if you tried it.

[Jason Phillips @JasonPhill40479]

@ImmaYieldGuy Look at CLA mate. Never touch it.

[Jason Phillips @JasonPhill40479]

@Tze_C @puppyeh1 I wish there was a better option. Similar to you, I have reservations about voting for someone who at her core is most likely has some racist tendencies, but there is no alternative? The place needs to be burnt to the ground.

[Jason Phillips @JasonPhill40479]

@jtourzan Interest in a highly leveraged $20m market cap shitco? … that owns a producing asset.

[Jason Phillips @JasonPhill40479]

@99Proble https://t.co/jlgijrzyMN

[Jason Phillips @JasonPhill40479]

@TheRealDavey2 And to fund $80m in R&D tax credits for Firmus….
Did you see that article yesterday, tax payers should be up in arms.