Old analyst

Ex sell side, ex buy side, ex youth

[Old analyst @old_analyst]

@Srasgon @Hertz Avis did this to me once in my hometown. Followed up and threatened legal action for 10 dollars. I wrote a letter to the CEO. Dear Larry from memory. Highlighted that it really wasn’t about the 10 bucks. The regional head followed up and cancelled the charge.

[Old analyst @old_analyst]

@proxietuna @Srasgon I think Patrick is first in line for a signature Stacey, but not sure that was what you were after….

[Old analyst @old_analyst]

@spudheadcapital Fascinated by the non-zero online result in 1980….

[Old analyst @old_analyst]

@moneyofminepod @TribecaIP @Glencore @mattymikals This can only be explained as marketing stunt by Tribeca

[Old analyst @old_analyst]

@HC_Haplo BHP is late and lazy on critical minerals

[Old analyst @old_analyst]

@FTAlphaville 10x EBITDA - what were they thinking?

[Old analyst @old_analyst]

@BloombergUK 7-10x EBITDA - real question is why nobody pulled the IPO bankers up earlier? #wesoda

[Old analyst @old_analyst]

@markets Even in the US? Now the DOJ fine has been paid?

[Old analyst @old_analyst]

@JavierBlas Not interesting at all (sorry not a bot). Synergies blah blah blah - same likelihood as the Anglo deal!

[Old analyst @old_analyst]

@MiningCatalyst Awesome. Totally awesome.

[Old analyst @old_analyst]

@bauhiniacapital BR has very sensitive hierarchies and recruitment practices (and turnover is actually reasonably high) - so the impact could be quick - but who knows.

[Old analyst @old_analyst]

@bauhiniacapital Interesting thread. Cultural clash will eat this merger alive though.

[Old analyst @old_analyst]

@robert_ivanhoe Isn’t this a Goldman line?

[Old analyst @old_analyst]

@AdventusCEO Markets are comprised by bids and offers. This is the offer - but no bids?

[Old analyst @old_analyst]

@MartinTurenne Base case mine supply. Not all mine supply - doesn’t include possible and probable. Really basic misrepresentation by BMO.

[Old analyst @old_analyst]

@imsourcingg I’m available. Problem solved.

[Old analyst @old_analyst]

@QuatroInc “Breaks ground”, but not fully funded?

[Old analyst @old_analyst]

@londonmining “Breaks ground” and “starts building” doesn’t mean fully funded. No mention of the size of government support, so must be immaterial? #pensana

[Old analyst @old_analyst]

Wordle 311 4/6

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⬜🟩🟩🟩🟩
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[Old analyst @old_analyst]

@cstackhouse Great clarification - thanks

[Old analyst @old_analyst]

@cstackhouse Hi Chris, thanks for the interesting thread. Challenge, though, is assets on the BS of big established miners are typically historical so totally unrelated to actual value (future cash flow). So not sure if a BS is much use…?