Bazza

Curious. Fan of Bob Dylan and Mariachi.

[Bazza @radbazza]

@SecessionWA @MickCalautti Mind if SA comes with you?

[Bazza @radbazza]

@leighjasper Keep it up Leigh!

[farmercate @farmercate2]

@SimonCotter62 Cancel all taxes except GST and make food 10%, clothes/shoes 20% and everything else 30%. Don't want to pay 30% GST for a hair cut, don't get a hair cut. Also no GST on second hand goods. Less rubbish in to environment by uptake of S/H goods tax free.

[Bazza @radbazza]

@toy59496 Fid and smr. Would love you to do deep dive on mvf though. Cant see genesis walking away…

[Jon-Bernard Kairouz @jonbernardk]

Australian Monopoly 🇦🇺

[JAKE FLAGPIES23 🏆🖤🤍 @IncrediblyBozza]

Anthony Albanese is getting absolutely rinsed on instagram.

@DrewPavlou @john_macgowan

#auspol #springst

[Bazza @radbazza]

@ShitValueFund My thought exactly. Those who have already accrued wealth stop taking any risk and sit on gains. Those who are starting out and aspirational - rug pull. Only possible silver lining is that the electorate (moronic for having re elected chalmers and albo) correct their mistake

[Based Jessica @RealJessica]

Thank you Germany 🇩🇪and Britain 🇬🇧 for sacrificing your economies to save the planet.

China appreciates you exporting your manufacturing to provide jobs for their citizens.

[Clark Square Capital @ClarkSquareCap]

I had Claude read Greenblatt's class notes and summarize them into one line:

"Look where structural forces make people sell or ignore something, value it pre-tax on EV/EBIT and ROIC with normalized earnings, compare to the risk-free rate, demand a margin of safety, size up the insiders' incentives, and hold concentrated positions for 2-3 years."

[Bazza @radbazza]

@RonShamgar Any thoughts on when asic likely to sell and what sort of volume of trading. Might try to pick up a few with the forced selling

[Bazza @radbazza]

@tom25566 @puppyeh1 Access to multiple markets. Relatively cheap Margin. That’s probably it for me.

[Bazza @radbazza]

@calvinfroedge What’s your bull case on oil? Consensus Supply demand looks pretty balanced over the coming couple of years. Tech advancement keeping inflating costs in check. My gut tells me oil is the place to be but struggling to convince my brain

[Bazza @radbazza]

@puppyeh1 Any thoughts on taking the 1.1 or whether this offer will grind higher with time?

[Bazza @radbazza]

@TheRealDavey2 @puppyeh1 Why anyone would bet on Chalmers making a rationale decision is beyond me

[Bazza @radbazza]

@puppyeh1 Unbelievable. Absolutely gobsmacked (although that shows my naivety when it comes to reading moronic politicians). I too will go back to listening to Custer vs crazy horse, which at least makes some sense.

[Bazza @radbazza]

@respeculator Cheers. Yep Brazil must be keen to hang around with a controlling voice. Fingers crossed HMY do have a crack, but I’m certainly not holding my breath.

[Ryan Cey @RCEY28]

Some spend life chasing the perfect wave. Others become the reason someone else finds theirs

[Bazza @radbazza]

@respeculator @eggsbennyies Looks like a doubling of nickel price ends up with a doubling of the share price if npv = ev assuming no dilution

[Bazza @radbazza]

@respeculator @eggsbennyies Why talon? Best torque to rising nickel price? What sort of nickel price do you have to assume to get npv to an appealing level given current npv = ev pre build permit etc.