GregKatzenellenbogen

Portfolio Manager,Man Utd tweets are not advice and are my personal views and don’t necessarily represent the views of my employer.

[Warren Pies @WarrenPies]

Despite the nervousness around compute demand ($META), B200 rental rates have shot up over the past week ($5.30 to $5.77 - @Silicon_Data ).

This confirms what we have seen in B200 availability, which collapsed back to 0% a few weeks back (excerpt from @3F_Research H2 Outlook).

[GregKatzenellenbogen @GregKatzSPI]

Wars are terrible periods in human history but leaving that aside they almost always ignite a commodity supercycle as once they end the rush to rebuild sends prices skyward. #copper #iron ore

[GregKatzenellenbogen @GregKatzSPI]

Significant volume for #PIK SJ today rel to 30D avg . Share up 4%

[GregKatzenellenbogen @GregKatzSPI]

They have massive shoes to fill

[ClarksonsFarm @ClarksonsFarm1]

Thoughts?

[GregKatzenellenbogen @GregKatzSPI]

@Richards_Karin Deepest condolences Kevin

[GregKatzenellenbogen @GregKatzSPI]

Karin was a wonderful and kind person. This is very very sad news . RIP. I shall miss her wisdom

[Frans de Klerk @TraderFrans]

so so sad to hear, RIP Karin, you were a legend ....

[GregKatzenellenbogen @GregKatzSPI]

Molly

[Sophie Green @sophiegreenart]

Thank you so much for your kind messages and name suggestions. The is gentle and dainty in nature. Help me choose her name!

It’s a toss up between Molly and Juno!

[GregKatzenellenbogen @GregKatzSPI]

Botswana govt considering taking majority stake in De Beers according to Bloomberg
Will use mid -east sov wealth funding.
Anglo should either IPO balance or distribute to s/holders which seems unlikely. All in all things are happening which should be share price positive $AGL

[GregKatzenellenbogen @GregKatzSPI]

😢😢😢

[NORBERT & LEONARD 🍋‍🟩 @NorbertDog]

Dear Friends,
It is with a heavy heart that I write to tell you that Saint Norbert Liv Freyermuth Steines passed away peacefully wrapped in the warmth of my arms last night, 9:00 PM, Sunday, January 26th, just two months before his 16th birthday. My family is heartbroken....

[GregKatzenellenbogen @GregKatzSPI]

Wow you were lucky

[Saxon African @Saxon_African]

I just completed a trip in Johannesburg crossing 13 robots... Only 2 were working...

[GregKatzenellenbogen @GregKatzSPI]

Commodity prices start to firm as US dollar weakens. #ZAR on a charge

[GregKatzenellenbogen @GregKatzSPI]

@kayliekaywrites Welcome to South Africa

[GregKatzenellenbogen @GregKatzSPI]

Look forward to subscribing

[Giulietta Talevi @GTalevi]

We are building a thing! And would love you to sign up to our new business publication - Currency - to receive our mailers. We go live with our site on September 27. Also, please get in touch with what you want us to cover: [email protected]
https://t.co/4iwe5tUMbr

[GregKatzenellenbogen @GregKatzSPI]

Very interesting and thought provoking from @WarrenPies

[Warren Pies @WarrenPies]

1998 = 2024?

There are dangers in getting too focused on a single analog, but 1998 is interesting...

Chart of valuations today vs 98 from our March report...

[GregKatzenellenbogen @GregKatzSPI]

@DinoPaizes Congratulations

[GregKatzenellenbogen @GregKatzSPI]

@MarcoOlevano Offer is cheeky Marco. Won’t be offering shares at this price Wondering if a Chinese company would make an offer for Kumba prior to any unbundling

[GregKatzenellenbogen @GregKatzSPI]

That’s a difficult one. I think we will trade between 2000 and 2080 but six months is a long time in trading so I might have egg on my face

[Spotty Watt @SpottyWatt]

@GregKatzSPI Hi Greg what's your call on gold for the next 6 months ?

[GregKatzenellenbogen @GregKatzSPI]

Pretty impressive Richard

[Richard Thomason @richytee]

Having some issues with sharing my performance via Google Drive, so here it is.
I'll share monthly (JSE left, US markets right).
JSE: Among others, positions I opened & closed when they didn't work were a gold, plat & coal share.

[GregKatzenellenbogen @GregKatzSPI]

Thank you Richard that’s very kind. It’s a rollercoaster

[Richard Thomason @richytee]

@davidshapiro61 Welcome, Greg!
I would love it if he won. It would sum up 2023 perfectly.
@GregKatzSPI

[GregKatzenellenbogen @GregKatzSPI]

Seems to me the Fed is determined to break the market #toughtimes