Ask:
2) “Rank these deposits by gross in situ value/ton including 100% of all contained metals at current spot prices. Use the Sc price underlying Sunrise Energy’s headline feasibility study NPV8 of US$890 million.”
Most valuable ore/ton? None other than $DBG.V / $DBLVF Hat.
@BankerWeimar@SantiagoAuFund You’re telling me this idiot from the govt went there and hand counted all the gold to determine it is still there? JFC you have to be retarded to think that’s what happened here. Oh and he assayed it as well to make sure it is all actual gold.
$CLMT The analysis presented herein will prove to be worth alot of money. The market does not see what I see.
I'm going to show you how Q3 is tracking > $500M EBITDA with precision.
The genesis for this analysis is derived from this chart. This depicts trailing 3 month average blended Group 1/2 base oil cracks per barrel on 1 month lag adjusted for Calumet's VGO/WTI input diffs.
@Osinttechnical They don’t have a supply chain to build the damn things. They can’t set one up in Ukraine. This is a fantasy. And they will 100% steal the IP. I wouldn’t let have it either. The only reason they could do it cheaper it because they didn’t have to do any of the work to design them
@calvinfroedge Do you think some of this is good? Or do you think confidence in the industry could have been accomplished with policy or words? It feels like you needed some backstop to get money to pour in. But I don’t like the govt being involved either fundamentally.
@GavMcCracken I think you have this backwards. The US wanted and needed the stoppage. The pause really didn’t help the Iranians. Oil moved and the US was able to resupply and perform needed maintenance. You are seeing it again now. Iran doesn’t need to stop the US does.
@cap_zay The US just proved that they are a paper tiger in Iran. There is no war with China for the foreseeable future. I have always doubted China wanted to invade Taiwan. It was a made up story here to make China look bad.
@BankerWeimar Everybody is expecting this generational wealth transfer. When most boomers have no retirement savings and any savings they do have in in their inflated housing. They are all living longer it will all be gone.
@zerohedge So let me get this straight. They torture these numbers to death yet they don’t take out the -50k in teachers which is something that reliably happens every goddamn summer?