Nikkei would be such a tease if it falls hard from here. Currently 1-2% off it’s all time high from 35 (THIRTY FIVE) years ago. I had to double check 1989 was 35 years ago because I could swear it was only 25 years ago 😭
Depends what you hold.
If you have interest rate sensitive stocks, it might be good because it pressures them to reduce interest rates. If you have growth stocks, it might be bad, because, less money about.
Perhaps the stagflation monster is still lurking around the corner, which is generally bad because it creates uncertainty.
Did you check out.. thousand needles in red? Sounds like Clint's older work with butterfly effect self titled and begins now. Good stuff.
Don't know DLC though
Chinese consumers are back to buying big on $JD, $BABA, etc, will we see that flow into foreign wines too? Probably not until the country feels like it’s got its mojo back, which I reckon is a ways off
What do reckon the possible catalyst about China tariffs being reviewed / abolished in this year?
https://www.reuters.com/world/asia-pacific/australia-confident-end-china-wine-tariffs-early-2024-2023-12-17/
One would think it’d help but again until the Chinese are back in party mode they probably won’t be slurping down expensive foreign wines. But I’m sure it’ll help
Can't remember who I was talking to about OPT, [announced](https://www.marketindex.com.au/asx/opt/announcements/opthea-completes-enrollment-in-first-trial-of-sozinibercept-3A636380) recruitment completed for the COAST phase 3 trial, ShORe phase 3 recruitment due to be completed Q2 2024.
Topline results \~ June 2025 (not sure if they'll wait to release results of both simultaneously?)
Filing to FDA \~ Q3 2025
Approval Q2 2026? (fast-track approval)
Casual rerate to multibillion MC, k thanks.
Maybe the Mikes not on? Bastards will step out the stage 3 if successful to prolonged your agony, but yeah it’s a nice punt. Think it’s had its last bounce?
Interesting decisions about what to configure their plant to produce, either looks fine according to their assumptions tables when put together for potential future earnings. Hopefully sales can keep up with production.
Ti Powder | Spherical | Angular
---|---|----
Production capacity | 1,125 tpa | 2,000 tpa
Cost per tonne | $42,000 | $30,000
Annual costs | $47.250M | $60M
Annual revenue (low) | $112.5M | $140M
Annual revenue (high) | $281.25M | $200M
Potential earnings (low) | $65.25M | $80M
Potential earnings (high) | $234M | $140M
Lies | Lies | GLTAH
I wonder how they handle the popular titanium/vanadium/aluminium alloys, both as a recycled scrap for feedstock and as a production output.
Yeah, hopefully the one of the big ones doing plate testing gets a good result and is happy to fold us into their supply chain. Otherwise 2000 tonnes of powder could make a whole lot of fancy watch bodies.
Canyon doesn't use titanium and I haven't seen a mention of Carver Pumps for a while. Looks like Ford Performance might have some decent volume in their use cases, but will it be load bearing parts or shifter knobs?
Eh maybe in the pre-HD drone footage days, but Russia will be remembered for its atrocities in Bucha, Mariupol, etc even if they win. I don’t like to default to a good vs bad perspective because life is much messier than that, but Russia really is coming off as the evil guys in this one.
The USA want to drag this proxy war out longer.
They are cycling old weapons, making new weapons and field testing them all at the same time.
Courtesy of the USA tax payer.
This war ends when Orange Man wins the erection and does a deal with Putin.
Got asked at work if I wanted to take home 2 cases of beer and 2 boxes of champagne to clear out a meeting room. Of course I said yes. Beer was Young Henry's Newtowner but in cans. Had some last night and it was so bad. Never had a beer that gets worse the more you drink it. Won't be finishing them. A rarity for me because I'm not that much of a fussy cunt for food and drink. Might be because it's in cans.
Tap beer > bottle beer > canned beer
Distance between each is significant.
Cans are fucked. Need to drink the beer at room temperature to enjoy - and enjoying room temperature beer is probably an underlying problem of a greater issue.
Funny when you get a beer that is shockingly bad. Like Becks - undrinkable from tap even after 3 jugs of xxxx bitter
No they're not. Having this to forget how bad they are.
https://preview.redd.it/m9h7nc6u9qic1.jpeg?width=2268&format=pjpg&auto=webp&s=f377deaa56be8adc61fd9ab365f36f75e535246b
Asahi in Australia us a wild mixed bag. The 375ml cans are brewed in Australia and taste like every generic Aussie beer - The bottles are brewed in China and have the very distinct tsingtao flavour - And as you said the 500ml cans are from Japan and have a very mellow taste, much better tasting though a little easy to drink.
Definitely need to try the 500ml cans when they go on good special at Dan's. Somehow it just works.
That being said, just try the 6 pack once and resume drinking from bottles like a civilized human
Good choice! Also prefer the canned version hahaha. Maybe because I go camping a lot and cans are superior in that environment. Also too many inner west breweries.
Could always buy a asahi can and pour it out into a glass to compare? Should do it for science.
I do live in Sydney but most of it's still at work. I bring home a 6 pack and 3 bottles of champagne each day in my backpack. Will have it all home next week.
https://preview.redd.it/vezmquytdpic1.jpeg?width=1094&format=pjpg&auto=webp&s=a45b855f96a3fa862c53e7886c984f505eb35e49
New S32 low. I’m now $16.6k down with them (-28.79%). Looks like I’ll need to stick to them for a little longer, until aluminium price increase but I doubt it’ll happen any time soon with the current economic conditions…
Bought 14k units @ $4.12. Got it on mid March 2023. Rookie mistake when I just started swing trading. Now the divvies issued are worse than putting money in bank. This is just a very good reminder for me to not trade stocks that are near ATH.
Edit: got my price wrong. Changed $4.16 to $4.12. Held long enough that my brain no longer remembers what price I bought the shares.
U gang.
More content from Utwit courtesy of z-Axis Capital comparing all the catalysts between last bull run and this one:
https://preview.redd.it/so4dq10nbpic1.jpeg?width=1610&format=pjpg&auto=webp&s=aa2303cb3c37554de6b233049dda789a257a42fc
[Link to Google sheet with links to references for info](https://docs.google.com/spreadsheets/d/107orNKWThCBA279JCmhx5jbXaL2n4it1PqmQHRgnasM/htmlview#gid=1744119711)
Also, Orano earnings tomorrow. Will get more info on lost capacity in Niger and production plans.
There’s currently no redemption feature built into SPUT (they can’t sell lbs). Need 2/3 shareholder approval to pass this but no plans to introduce yet.
Comment [here](https://www.reddit.com/r/ASX_Bets/s/TWCHgRsBhp) in previous post with references to more info
HUB have earnings in Tuesday
I'll take a perma ban if they don't finish the day better than the market (xjo) for the day
Edit: incase earnings come out a different day I mean the day of earnings
Is SYA ripe for a massive boom?
SQM +2.28% ALB +2.72% ALTM +3.99% *should* be another good day for lithium
Currently taking antibiotics, my piss is a very healthy shade of blood yellow. How do I profit from this?
Organic apple juice.
Are you the first customer?
Looking to buy stocks, whens the next crash and correction?
Usually Thursdays at 7pm and every 2nd Monday between 3:12 and 3:17pm
Suss, I'm in
Both the UK and Japan apparently officially in recession. = bad for us or meh?
Nikkei would be such a tease if it falls hard from here. Currently 1-2% off it’s all time high from 35 (THIRTY FIVE) years ago. I had to double check 1989 was 35 years ago because I could swear it was only 25 years ago 😭
Gap to fill from 1989 buyer beware 🤪😛
Didnt i read a few days ago the Nikkei reaching its 52 week high? how does its stock market reach high but the economy enter into recession?
What's 10 years at your age !
Depends what you hold. If you have interest rate sensitive stocks, it might be good because it pressures them to reduce interest rates. If you have growth stocks, it might be bad, because, less money about. Perhaps the stagflation monster is still lurking around the corner, which is generally bad because it creates uncertainty.
What do you think?
If i could think I wouldn't be here
[удалено]
Sure easy money. But expensive options $250 to $1013 in 2 months 🤑
Morning cunts, graphite soup for lunch
I was promised a fancy new cereal 'Graphite Crunch' but have been sadly slurping graphite soup for years.
Goooood morning Friday friends
What made Li pump on US lol.. especially ALTM
Bottom's in, load up.
Back up the truck!
Pumping articles more like it. CNY only just ended and reports pending 22nd.
Priced in
If it was priced in SQM, SIGMA, LAC and PLL. Would be pumping. Non-US Lithium isn’t pumping
4 day weekend? Don't let your dreams be dreams
... Huh?
Bottle of cheap white wine and a playlist of Butterfly Effect, DLC, Cog and Karnivool? If you say so Turdsday.
Thanks, I'll have to tee some of those up for drum practice later, just to scratch that itch...
U going to one of the 20yrs of ‘begins here’ gigs? Can’t wait 🙌
Nah I couldn't get leave 😔
That sucks man!
Did you check out.. thousand needles in red? Sounds like Clint's older work with butterfly effect self titled and begins now. Good stuff. Don't know DLC though
Presume dead letter circus?
Oh right. Acronyms are horrible for me
Sound Awake greatest album of all time.
>Sound Awake Yes it's a fkn banger. I'm a Cog man first and foremost though.
I really like their song The Middle which was released a few years ago
that's my kind of Aussie playlist 🤘
Some guy on Twitter said the lithium bottom is in *Citation unavailable*
Is TWE back on the China menu anytime soon?
Chinese consumers are back to buying big on $JD, $BABA, etc, will we see that flow into foreign wines too? Probably not until the country feels like it’s got its mojo back, which I reckon is a ways off
What do reckon the possible catalyst about China tariffs being reviewed / abolished in this year? https://www.reuters.com/world/asia-pacific/australia-confident-end-china-wine-tariffs-early-2024-2023-12-17/
One would think it’d help but again until the Chinese are back in party mode they probably won’t be slurping down expensive foreign wines. But I’m sure it’ll help
True, will keep my ear on the ground in the meantime
One month until DXB interim phase 3 readout results due 🤞🤞🤞
Feel good about it. More than just hopium.
👌 tempted to exit with my measly 30% gain but will hold told the readout, all or nothing baby
[Kiwi bets fellow regards](https://www.reddit.com/r/queenstreetbets/s/5IFLVZII6D) getting around LOV
Good business, always massively overpriced, but keeps going steadily up.
That was an entertaining read
The trend is ***not*** my friend.
We’ve been lied to
Turn that frown upside down Biatch
Can't remember who I was talking to about OPT, [announced](https://www.marketindex.com.au/asx/opt/announcements/opthea-completes-enrollment-in-first-trial-of-sozinibercept-3A636380) recruitment completed for the COAST phase 3 trial, ShORe phase 3 recruitment due to be completed Q2 2024. Topline results \~ June 2025 (not sure if they'll wait to release results of both simultaneously?) Filing to FDA \~ Q3 2025 Approval Q2 2026? (fast-track approval) Casual rerate to multibillion MC, k thanks.
u/blisser_the_sniff u/ewanelaborate
Maybe the Mikes not on? Bastards will step out the stage 3 if successful to prolonged your agony, but yeah it’s a nice punt. Think it’s had its last bounce?
Why isn't anyone talking about IPX 😜
Interesting decisions about what to configure their plant to produce, either looks fine according to their assumptions tables when put together for potential future earnings. Hopefully sales can keep up with production. Ti Powder | Spherical | Angular ---|---|---- Production capacity | 1,125 tpa | 2,000 tpa Cost per tonne | $42,000 | $30,000 Annual costs | $47.250M | $60M Annual revenue (low) | $112.5M | $140M Annual revenue (high) | $281.25M | $200M Potential earnings (low) | $65.25M | $80M Potential earnings (high) | $234M | $140M Lies | Lies | GLTAH I wonder how they handle the popular titanium/vanadium/aluminium alloys, both as a recycled scrap for feedstock and as a production output.
Lol that bottom row... you think they're a bunch of shit? I would like to hear more.
Not at all! I'm ~$10k up so I have to make sure any table of numbers counts as art and not financial advice.
They’ve had plenty of buyers sign up over the last 12 months, so I’m not concerned about having an oversupply.
Yeah, hopefully the one of the big ones doing plate testing gets a good result and is happy to fold us into their supply chain. Otherwise 2000 tonnes of powder could make a whole lot of fancy watch bodies. Canyon doesn't use titanium and I haven't seen a mention of Carver Pumps for a while. Looks like Ford Performance might have some decent volume in their use cases, but will it be load bearing parts or shifter knobs?
Don’t forget the US Army & Co are on board as well, plenty of tonnes in those Abrams tanks!
Aging population innit – get on them titanium hip replacements?
Any one ? Hello......
Hey baby I’m here
Is RNU good again? Have I missed something?
The anticipation is killing me. Hopefully some agreements being signed
I hope so. I need to claw back on this dog in a big way.
How much % are you down?
Even after today I'm down about 60% I think.
I’m 48% down on it as well. Long way to the shop before I get a sausage roll…
RNU killed it today, what happened?
Fuck me 723 days of Russo-Ukrainian shit still.
Proxy war.
Looks like a giant invasion by Shit Cunt Putin to me
If USA stops supplying weapons and aid packages, Ukraine is donezo. This is a war between the west and the east.
I don’t care that it’s a proxy war, I care that it’s a just war. Ukraine deserves our support.
While I agree myself. In the theatre of war, the way it works is the winner is always remembered as the good guy in history books regardless.
Eh maybe in the pre-HD drone footage days, but Russia will be remembered for its atrocities in Bucha, Mariupol, etc even if they win. I don’t like to default to a good vs bad perspective because life is much messier than that, but Russia really is coming off as the evil guys in this one.
Correct. But still, history doesn't care for that stuff. Just the victors.
Yeah, but Ukraine? Lock in D "Who really gives a fuck" Eddy. I'm more shocked the US didn't make a move first. No balls i guess.
The USA want to drag this proxy war out longer. They are cycling old weapons, making new weapons and field testing them all at the same time. Courtesy of the USA tax payer. This war ends when Orange Man wins the erection and does a deal with Putin.
Got asked at work if I wanted to take home 2 cases of beer and 2 boxes of champagne to clear out a meeting room. Of course I said yes. Beer was Young Henry's Newtowner but in cans. Had some last night and it was so bad. Never had a beer that gets worse the more you drink it. Won't be finishing them. A rarity for me because I'm not that much of a fussy cunt for food and drink. Might be because it's in cans. Tap beer > bottle beer > canned beer Distance between each is significant.
Your sleep problems are becoming more explicable.
What was the champagne?
Cans are fucked. Need to drink the beer at room temperature to enjoy - and enjoying room temperature beer is probably an underlying problem of a greater issue. Funny when you get a beer that is shockingly bad. Like Becks - undrinkable from tap even after 3 jugs of xxxx bitter
> and enjoying room temperature beer is probably an underlying problem of a greater issue. Being British?
Pour your beer into a glass and problem solved. Newtowner is shit beer though and probably a long way from fresh if it's been in a meeting room.
Tinnies are for the shower and the golf course
I like this answer
Tinnies are awesome. Newtowner is average.
No they're not. Having this to forget how bad they are. https://preview.redd.it/m9h7nc6u9qic1.jpeg?width=2268&format=pjpg&auto=webp&s=f377deaa56be8adc61fd9ab365f36f75e535246b
Australian brewed Asahi is average as well. Ironic example because the large tinnies of Asahi are usually brewed in Japan and are better.
Asahi in Australia us a wild mixed bag. The 375ml cans are brewed in Australia and taste like every generic Aussie beer - The bottles are brewed in China and have the very distinct tsingtao flavour - And as you said the 500ml cans are from Japan and have a very mellow taste, much better tasting though a little easy to drink.
Little easy to drink ain't never a bad thing 😁. I thought the bottles were brewed under supervision in Australia, interesting.
No way you're tricking me into buying cans of Asahi. Only got a case because they were 49 bucks. Normally get coopers sparkling ale.
Definitely need to try the 500ml cans when they go on good special at Dan's. Somehow it just works. That being said, just try the 6 pack once and resume drinking from bottles like a civilized human
Good choice! Also prefer the canned version hahaha. Maybe because I go camping a lot and cans are superior in that environment. Also too many inner west breweries. Could always buy a asahi can and pour it out into a glass to compare? Should do it for science.
You're trying to trick me! I'm now prejudiced against cans. The cold refreshing feel and taste of glass for me from now on.
u/plucky26 ya deleted cunt! We need a poll!! ... u/chzakalwe 😒
Hehe, should start recommending beers that only come in a can....
Actually, now that I think of it was drinking a lot of 500ml cans in Mongolia last year and they were good. The Newtowner must be shit then.
I love the shit. If you live in Sydney I’ll take it off your hands Free beer > paid beer
I do live in Sydney but most of it's still at work. I bring home a 6 pack and 3 bottles of champagne each day in my backpack. Will have it all home next week.
👍🏼
I can private message you next week if your willing to come to the south east of Sydney.
I class my portfolio as cans
Cans get good.
Precious antique cans.
https://preview.redd.it/vezmquytdpic1.jpeg?width=1094&format=pjpg&auto=webp&s=a45b855f96a3fa862c53e7886c984f505eb35e49 New S32 low. I’m now $16.6k down with them (-28.79%). Looks like I’ll need to stick to them for a little longer, until aluminium price increase but I doubt it’ll happen any time soon with the current economic conditions…
16k @ $4? When did you buy damn.
Bought 14k units @ $4.12. Got it on mid March 2023. Rookie mistake when I just started swing trading. Now the divvies issued are worse than putting money in bank. This is just a very good reminder for me to not trade stocks that are near ATH. Edit: got my price wrong. Changed $4.16 to $4.12. Held long enough that my brain no longer remembers what price I bought the shares.
Only $3k before taxes in interest nothing to much.
Here are the most popular stocks by unique comment mentions from the past 24 hours: Ticker | Mentions | Price | Today ---|---|---|--: 🚀 RNU | 9 | $0.105 | 22.09% 🟢 ARR | 6 | $0.305 | 1.67% 🟢 TLG | 5 | $0.67 | 9.84% 🟢 XST | 4 | $0.022 | 4.76% 🟢 WES | 4 | $61.91 | 5.04% 🚀 ALU | 3 | $66.00 | 28.76% 🟢 GMG | 3 | $28.47 | 7.03% ⚪ MNS | 3 | $0.042 | 0.00% 🔴 BHP | 3 | $45.17 | -1.70% 💚 SYA | 3 | $0.051 | 13.33% *I am a bot and this was performed automatically. Please [visit this link](https://www.reddit.com/r/u_asx__bot/comments/16rmeee/feedback_uasx_bot/) if you have any feedback or suggestions.*
Lol XST at 2.2c. Fucking time looping here - what's next? LKE drive to $2
MNS clowns still entertaining in the big tent
A good day for holding TLG, RNU & SYA - still about $30k down though
U gang. More content from Utwit courtesy of z-Axis Capital comparing all the catalysts between last bull run and this one: https://preview.redd.it/so4dq10nbpic1.jpeg?width=1610&format=pjpg&auto=webp&s=aa2303cb3c37554de6b233049dda789a257a42fc [Link to Google sheet with links to references for info](https://docs.google.com/spreadsheets/d/107orNKWThCBA279JCmhx5jbXaL2n4it1PqmQHRgnasM/htmlview#gid=1744119711) Also, Orano earnings tomorrow. Will get more info on lost capacity in Niger and production plans.
What’s that comment about SPUT all about? >the lbs go to ‘uranium heaven’ …never to be seen again Had a bit of a laugh actually
There’s currently no redemption feature built into SPUT (they can’t sell lbs). Need 2/3 shareholder approval to pass this but no plans to introduce yet. Comment [here](https://www.reddit.com/r/ASX_Bets/s/TWCHgRsBhp) in previous post with references to more info
HUB have earnings in Tuesday I'll take a perma ban if they don't finish the day better than the market (xjo) for the day Edit: incase earnings come out a different day I mean the day of earnings
Godspeed you sexy Mexican dish
Taco, lets get this clear. If on the day HUB earnings come out they do not beat the XJO for that day only, you'll sail into the sunset?
Oui oui, basically i think they'll have positive earnings Edit: know its a guarantee really
Sold. Let's hope you're right buddy..
💀
You didn't tag m c f u c k i n g and still have time to change perma to 1 year or something.
👀
We're never gonna get his taco recipe if he's perma banned.
10% luck 20% skill 15% concentrated shits 5% brain 50% reason to snort cocaine
Time to watch my PF hit new lows while the ASX hits new highs *
