@PetraNyqvist@juustominkki@HakaLasse Onhan se lohdullista. Ray ja veikkaus ovat kovalla työllä koukuttaneet vuosikymmeniä nuoret rahapeliongelmiin euroopan kärkisijoille ja lisäksi pystyi luottaa, että ongelmia eivät korjaa.
@Valavuori Onko pääsi tosiaan niin syvällä trumpin perseessä, että pienikin kritiikki ja näinkin yksinkertainen teksti aiheuttaa luetun ymmärtämisessä vaikeuksia.
@DaniellKatto@AkiPyysing Periaatteessa on jo velvoitteet ja valvonta. Ongelma enemmänkin kuka valvoo ja minkälaisten otsikoiden alle rahat menee. "Hyvinvoinnin edistämistä" on hyvä ryyppyviiikonloppu lapin mökillä :)
@AkiPyysing@punakuplan@jtkoski Aikalailla koomista oli nettipokerista panikointi turmioillisimpana pelinä eikä mennyt kauaakaan, kun se oli mukana pelivalikoimassa 🤣 vauhtia ja vaarallisia tilaneteita on riittänyt vuosien saatossa 😄
@PolarizingLit Msft and all the windows updates has been bashed as long as i can remember. Hard to tell how much this is high tech people problem and what it really means to company. Getting tired to guess right one, msft or goog. Maybe i just try to survive without investing either of them 😄
$eqrlf ... Tungsten people over $2,200 MTU
From Claude-
"Most recent quarter (Dec 2025 — their strongest ever):EQ Resources reported a 33% quarter-on-quarter increase in tungsten production to 38,292 mtu for the quarter ending December 31, 2025 — coinciding with APT prices exceeding $900/mtu.
What they've sold / have committed to sell:A new 5-year offtake deal with Traxys covering 7,000 tonnes of concentrate was signed, providing revenue certainty going forward. All concentrate produced at Mt Carbine has historically been sold — CRONIMET Asia took all production in prior years, and there is strong ongoing demand.
Their production targets going forward:
For 2026, management is guiding for total production of 3,000–4,000 tonnes WO₃. Mt Carbine is targeting a ~1,750 t WO₃/year run-rate and Spain (Barruecopardo) is targeting ~1,600 t WO₃/year.
The Queensland government's own project page confirms that Stage 2 of Mt Carbine is expected to produce around 4,000 tonnes of tungsten concentrate annually, with exploration upside and potential future underground operations to access additional resources.
Important caveat — EQR clarified to the ASX that the "~1,750 t WO₃/yr" target for Mt Carbine is described as an aspirational operational objective, being the potential steady-state nameplate capacity — not a guaranteed production figure underpinning project viability.
The revenue math at target production:
At the lower end of guidance (3,000 t) and assuming APT at US$1,000/mtu, EQR would earn US$300 million in revenue at a 50–60% margin, implying US$150–180 million in earnings — equivalent to roughly 60–70% of their entire current market cap in a single year.
Spain (Barruecopardo) current run-rate:
The Barruecopardo mine in Spain has an annual capacity of approximately 190,000 mtu and the operation turned cash positive and is now consistently generating positive cashflow of around A$2.1 million per quarter. vidIQ
The big picture context:
The US and Australia signed a Framework for Securing Supply in the Mining and Processing of Critical Minerals, targeting a pipeline of US$8.5 billion of priority critical minerals projects — tungsten explicitly included. Government tailwinds are accelerating."
$eqrlf ... Tungsten people over $2,200 MTU
From Claude-
"Most recent quarter (Dec 2025 — their strongest ever):EQ Resources reported a 33% quarter-on-quarter increase in tungsten production to 38,292 mtu for the quarter ending December 31, 2025 — coinciding with APT prices exceeding $900/mtu.
What they've sold / have committed to sell:A new 5-year offtake deal with Traxys covering 7,000 tonnes of concentrate was signed, providing revenue certainty going forward. All concentrate produced at Mt Carbine has historically been sold — CRONIMET Asia took all production in prior years, and there is strong ongoing demand.
Their production targets going forward:
For 2026, management is guiding for total production of 3,000–4,000 tonnes WO₃. Mt Carbine is targeting a ~1,750 t WO₃/year run-rate and Spain (Barruecopardo) is targeting ~1,600 t WO₃/year.
The Queensland government's own project page confirms that Stage 2 of Mt Carbine is expected to produce around 4,000 tonnes of tungsten concentrate annually, with exploration upside and potential future underground operations to access additional resources.
Important caveat — EQR clarified to the ASX that the "~1,750 t WO₃/yr" target for Mt Carbine is described as an aspirational operational objective, being the potential steady-state nameplate capacity — not a guaranteed production figure underpinning project viability.
The revenue math at target production:
At the lower end of guidance (3,000 t) and assuming APT at US$1,000/mtu, EQR would earn US$300 million in revenue at a 50–60% margin, implying US$150–180 million in earnings — equivalent to roughly 60–70% of their entire current market cap in a single year.
Spain (Barruecopardo) current run-rate:
The Barruecopardo mine in Spain has an annual capacity of approximately 190,000 mtu and the operation turned cash positive and is now consistently generating positive cashflow of around A$2.1 million per quarter. vidIQ
The big picture context:
The US and Australia signed a Framework for Securing Supply in the Mining and Processing of Critical Minerals, targeting a pipeline of US$8.5 billion of priority critical minerals projects — tungsten explicitly included. Government tailwinds are accelerating."
@AkiPyysing Samaa mieltä, mutta eivät nuo helpoksi asiaa tee mitä seurannut sitä tykkäämiskerjäämistä lähetyksillään ja muiden syyttelyllä. Jonkinlainen itsetutkiskelu joutunut itseni kanssa tämänkin kanssa suorittaa.
@klaus_koo Deryng asiamies tietenki vietnamin tilanteen osalta, mutta tämä yhteiskunnallinen ja poliitinen analyysi on ihan perseellään. Eli tyyliin kommunismi sitä, kommunismi tätä.