Kieran B

[Kieran B @KieranBarratt]

One to consider for #gold bulls..

The aggregate market cap of ALL listed #uranium co's equates to ~30% of Barrick Gold's market cap (!).

Gives an idea of the small window that capital has to flow into if a U bull erupts.

U bull will make gold bull look like Sunday picnic.

[Kieran B @KieranBarratt]

@JKA_1996 @centralNRL was there even an allocation to members? I didn't even have an option to put the code in...

[Kieran B @KieranBarratt]

@respeculator They all but said in their June report that there was a chunky d/g coming to guidance in late September but the stocks just gone up since then 🤷‍♂️

[Kieran B @KieranBarratt]

@Dream_S14 Index rebal

[Kieran B @KieranBarratt]

@TwinTurboCe1ica @puppyeh1 Capex $870m (+$420m) for a $375m cap is pretty punchy. Presumably have to raise their cap in equity. Perhaps bring EQR in as a partner? That said, are you not just better off buying EQR on a ~20-25% FCFy here (granted at elevated spot) without all the financing/execution risks?

[Kieran B @KieranBarratt]

@puppyeh1 Nice call on this one - can I ask which AI platform you are using ??

[Kieran B @KieranBarratt]

@puppyeh1 Nice. How did you guestimate 1) US$11m per plane; and 2) the fact that wet lease was losing $15m p/a?
What if rather than selling the ~7-10 E190 planes from the wet lease they instead replaced dying Fokkers in the FIFO unit with those E190s instead?
Cheers

[Kieran B @KieranBarratt]

@ChuckChunder007 You are very much missing the point here

[Kieran B @KieranBarratt]

@resourcebull Because it’s an African gold miner on like <10% FCFy and that’s assuming the build goes perfectly ?

[Kieran B @KieranBarratt]

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[Kieran B @KieranBarratt]

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[Kieran B @KieranBarratt]

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[Kieran B @KieranBarratt]

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[Kieran B @KieranBarratt]

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[Kieran B @KieranBarratt]

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[Kieran B @KieranBarratt]

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[Geoff Wilson @GeoffWilsonWAM]

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