SZ

The best time to plant a tree was 20 years ago, the second best time is today.

my profile is just a conversation to myself through time.

[SZ @xToroLoco]

USD/JPY 1.61. 10Y US yields 4.395.

Crude 71.5
Brent 74.8

[SZ @xToroLoco]

Japan better wake up and start shorting these oil futures

[SZ @xToroLoco]

Yields at 4.5 and USDJPY back over 158. Things are worse than before. Let's see what intervention happens next.

[SZ @xToroLoco]

What damaged infrastructure? Time to buy back SPR at low levels and resume sanctions once done. Art of the deal. Thankyou for your attention to this matter.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Brent crude oil prices officially erase all gains since the Iran War began in February 28th.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Brent crude oil prices officially erase all gains since the Iran War began in February 28th.

[The Hormuz Letter @HormuzLetter]

BREAKING: Israel's Defense Minister Katz declares Israel "will not withdraw from South Lebanon, even if the US demands it, we will not listen to the US," with Netanyahu, Katz, and IDF Chief also issuing a joint statement that the IDF "will continue to act decisively" in Lebanon, contradicting Trump‘s claims of the ceasefire holding and the stop of attacks.

Israel is currently bombing southern Lebanon, with Israeli drones over Beirut in the last few hours.

There is no ceasefire and there will be no final US-Iran deal.

[SZ @xToroLoco]

@stokdog The ceo needs to go. Hopefully shareholders can make it happen

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's FM Araghchi announces the US has now launched the $300 billion reconstruction plan, waived all oil & petrochemical exports, lifted the naval blockade and released some frozen Iranian assets, extracting all of these items shortly before the delegation walkout over Trump's assassination threat. All parties also agreed to a roadmap to reach a final deal in 60 days.

This roadmap won't start and Iran refuses to implement any commitments if Israel doesn't fully withdraw from southern Lebanon and all fighting stops, with Araghchi saying a newly established "Lebanon deconfliction cell" is "the first real test of the deal."

Israel has refused to comply with the Lebanon deconfliction cell, with Defense Minister Katz declaring Israel "will not withdraw from the security zone in Lebanon" and Ben-Gvir vowing "not a single inch" of withdrawal, directly violating the MOU's first clause and stalling the entire 60-day roadmap before it can begin.

[SZ @xToroLoco]

HAHAHAHA, stop edging me and go to zero already, buddy. $LOT.ax

[SZ @xToroLoco]

I have never seen any good news being delivered after multi day trading halt. Time to put the dog down $lot.ax

[SZ @xToroLoco]

67% resource increase announced after >20% rise in a day on seemingly no news that landed a speeding ticket and trading halt... someone always knows. It's not a free market. $AGE.ax

[JustDario @DarioCpx]

🍿 POPCORN ALERT 🍿

JPY is officially back to the exact point where the last FX intervention started

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News.

This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all.

If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says it has now decided to execute the full blockade of the Bab el-Mandeb Strait as the next operational step following the announcement of ending all negotiations and communication with the US, per Tasnim.

Oil is surging over 8%, now at $94.

[Nostra Thomas 🇨🇦 @SloCan68]

Cameco Announces McArthur River/Key Lake Operation Resumes Production $cco $ccj #uranium

[SZ @xToroLoco]

Hahah be me. Trade $LOT.ax and get left behind when it rips. Buy the rip, thinking it will short squeeze only for it fall back. Enjoy some extra pain 🙃

[Tripp Vanderlode @tripphighgrade]

Shout out to all the junior mining CEOs telling me their company is hugely undervalued while having purchased zero shares in the open market.

I don’t care that you have RSUs or an option plan. Put your money where your mouth is

[*Walter Bloomberg @DeItaone]

IRAN'S IRGC NAVY SAYS 25 OIL TANKERS, CONTAINER SHIPS, AND OTHER COMMERCIAL VESSELS PASSED THROUGH STRAIT OF HORMUZ WITH PERMISSION FROM IRAN IN THE PAST 24 HOURS - TASNIM

[The Kobeissi Letter @KobeissiLetter]

BREAKING: After 7 failed attempts, the US Senate has advanced a measure that would require congressional approval for continued military strikes on Iran.

In a 50-47 vote, the Senate has now officially advanced the Iran War Powers Resolution.

[Oliver Groß @minenergybiz]

Sulfur prices are going parabolic 👀

[SZ @xToroLoco]

@Lotus_Resources 5x just to hit 52week high. So that's not happening in this economy

[SZ @xToroLoco]

$DYL took over $VMY for ~650M.
$LOT has more #uranium than $VMY and is a restart with much capex done.

You could lowball at $1.26/share (344M), med $2.15/share (590M), and high $3.30/share (900M).

[Don @dh_capital]

How many actual #uranium miners are looking at $LOT $LOT.AX as a takeover possibility?
At A$257m (US$185m) some companies must be looking. Would $PDN buy them back? A negligible amount for them today. Chinese maybe?
Interesting to hear what @Lotus_Resources say today

[SZ @xToroLoco]

$LOT.ax down to ~180M AUD market cap. If @Lotus_Resources were going to cap raise, it's going to be epic dilution yet again at or below these levels. One way to get around the shorts would be to call an AGM to return loaned shares, then seek a cap raise at a higher market cap.

[SZ @xToroLoco]

Feels like an expensive time to have your whole operation run on a diesel engine.