BadBadger

Head of Macro.

[BadBadger @BadBadger03]

@hkuppy Finance and tech bros come up with the craziest narratives. AI is going to replace absolutely no skilled jobs, white or blue collar.

[BadBadger @BadBadger03]

@NoahRyanCo That’s my plan

[BadBadger @BadBadger03]

@GavMcCracken And you were worried about investing in Brazil, lol.

[BadBadger @BadBadger03]

@STUARTTURLEY16 @YCCMacro Missals could take them out

[BadBadger @BadBadger03]

@AndreasSteno @Rory_Johnston You may have been right about direction but you were dead wrong on the reason why.

[BadBadger @BadBadger03]

@GavMcCracken @AmazingZoltan @NoLimitGains @JonnyLeduc You are delusional

[BadBadger @BadBadger03]

@EdwardR02184224 @robert_ivanhoe @Citi @MorganStanley Not a fan of small mines. I like $LUN.TO and $IVN.TO. Forever holds for me.

[BadBadger @BadBadger03]

@Blue_1Trades $CGNT.V

[BadBadger @BadBadger03]

@finphysnerd How’d that work out?

[BadBadger @BadBadger03]

@AndreasSteno Are we oversupplied in August?

[BadBadger @BadBadger03]

@NoahRyanCo Accounting is the only business degree. Applied for 3 jobs, 3 interviews, 2 offers.

[BadBadger @BadBadger03]

@Peter_Lukacs_R $GRO

[BadBadger @BadBadger03]

@This_Is_VP4X Depends on if one month is the lockup period.

[Drew Crawford @drewcrawford_]

A Brazilian soybean farmer ordering potash from Saskatchewan today waits 107 days for delivery.

A farm 60 kilometers from a mine inside Brazil could get the same product in 2.5 days.

That is 104 days saved.

It is also $357 per ton saved on every load that arrives.

Spread that gap across 2.4 million tons of annual production and the number gets serious.

Brazil currently leaks roughly $857 million per year to Saskatchewan, Russia, and Belarus on this one input.

The country that feeds nearly 1 in 10 people on Earth pays a 73% markup to import the mineral that grows the food.

Last month I spent three days on the ground in the Amazon examining the Brazil Potash ($GRO) project structurally positioned to close that gap.

The asset is not what Wall Street thinks it is.

The mine is the cover story. The real position underneath is a 15-year exclusive logistics contract on empty river barges that already run upriver.

Read the Full thesis here:
https://t.co/gEMYt2OiTo

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Disclosure: Austral Continental is a paid content and advisory partner of Brazil Potash Corp (NYSE-A: GRO). This thread is sponsored research and contains forward-looking statements. Full disclosure: https://t.co/F2ZfLW9mdr.
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[BadBadger @BadBadger03]

@AndreasSteno You should refrain from commenting on anything.

[BadBadger @BadBadger03]

@GavMcCracken You didn’t buy enough $AET.L

[BadBadger @BadBadger03]

@calvinfroedge In Canada there is basically no difference in wages between rural and big city for my profession.

[James Duade @James_Duade]

About 800+% gains since the last writeup on $ABXXF, and amazingly enough, I think you may still see a 100x from here. Before you roll your eyes please consider that the Exchange has barely been appropriately valued, and the Tech has $0 value—you are still at the equivalent of 1998 Amazon or Google at this price point.

(not to mention $0 value for iron ore which is a travesty)

https://t.co/GVJU1f7klo

[BadBadger @BadBadger03]

@AndreasSteno Says nobody that actually trades physical barrels of oil.