Austin Schmidt @aschmidt2930
Into tech and commodities. Just an enthusiast. 30% satire. United States Joined November 2014-
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The fact that FinTwit is in a tizzy about strong wage gains shows just how broken our markets, and market participants, have become.
Long $cour Coursera AH. Rough top line guide, but 727m in net cash on a 1.54b mkt cap (where I picked up shares, rising a bit now) with net cash rising. Yes, it's from interest on the cash, but they've essentially stopped the cash flow bleed from operations. Wild that folks…
This is what $aapl has been working on instead of shipping an EV or competing in AI. Puts at the open 🤣
I don’t have a Yen/FX take beyond it’s hilarious how many monetary plumbing “gurus” have been raving about the geniuses at the BoJ for years.
Lots of white collar layoffs, especially in tech. Don't forget that many of these high growth SaaS B2B companies have user based pricing. Probably more risk in names like $team than you think.
If $meta, who is firing on all cylinders, is getting rekt from spending too much on AI CapEx, I'm not sold yolo'ing AI infrastructure is the move. Very likely other companies see this and start slowing their spend pace a bit, which further reduces the sense of FOMO to stockpile…
Reflecting on this one: $efx is arguably the best pure play on the US economy out there. Positive and negative. I’m perplexed on how funds weren’t all over this one on the short side.
Reflecting on this one: $efx is arguably the best pure play on the US economy out there. Positive and negative. I’m perplexed on how funds weren’t all over this one on the short side.
The theme of this earnings season: “But they beat! Why is my stock down?”
Luke Gromen @LukeGromen
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506 Followers 435 Following Mid cap US Consumer Tech. 110% long, 10% short. Using options to optimize fundamental positions. Previously at 3 public tech co. Ex-UberThe Copper Opportunity In One Chart Focus on these drivers: • Construction and Electronics • Electric Grid • Transportation (EVs) • Wind, Batteries, and Solar It would require a Herculean effort to bring enough supply online in time. H/t @sprott
@aschmidt2930 Real economy is clearly bifurcated. You have consumer sentiment for many collapsing to low levels. It is even worse than that for small business owner sentiment. Stagflation, shrinkflation, costs rising and high interest rates for Main St cnbc.com/2024/04/09/sma…
Nothing says just how good a deal Eduardo and Vale got selling 10% of $vale base metals to a strategic party quite like Engine No. 1 being so ridiculed for tagging along as a financial sponsor for 3% on same valuation that they’ve backed out of the deal Congrats to the Vale team…
@aschmidt2930 Not bad. There must be some good variants for the acronym GAAP Generally Grandiose Gratuitive Gregarious Atrocious Assdumb Astounding Archives Amazement Atruistic Pilfering Ponzi Pesticide P*rn Platitudes
Here's a simple strategy in a world where nobody cares to re-rate your cheap stocks, and they stay cheap forever. 1) Find companies that nobody cares about that are trading at ridiculously low valuations. 2) Ensure that those companies will keep earning profits at some…
First Quantum to close Ravensthorpe #nickel mine in Western Australian amid weak metal prices bit.ly/3WpI71D
No CEO moving forward wants to carry a large balance sheet of W2's. EOC mandates. Onerous payroll taxes. Onerous healthcare bills. 10 employee $100M dollar/year companies will be built like wild. Loads of 1099's will proliferate.
Iron ore is tight and will pass $100 test in 2024, HSBC says. ow.ly/agiw50RrkHb
Sibanye Stillwater's giant pile of slightly radioactive tailings are finally worth more than garbage, because the price of Uranium has tripled over the last six years. #FunkoPOPNews
Important reminder - you can still buy FREE #uranium optionality rather than pay for lbs in the ground trading at $5-20mcap/lb in the ground lmao ... $SBSW owns $DRD which it will use to extract this at <$5/lb/AISC (reference $1225/oz #gold cash costs) mining.com/sibanye-stillw…
BAT: Early results of cash-capped debt tender offers and increase of the max tender amount to £1.2Bn Offers 1-5 accepted in full, Offer 6 on a pro rata basis. Offer 7 not accepted $bti $bats
@nypost @aschmidt2930 This guy clearly never heard of Tinder $MTCH
Briefly on why Moly (Mo) isn't the metal for jr exploreco speculators: Consider all the problems primary silver mines have in turning a profit, stymied the ~70% of silver produced at very low cost as a by-product. Then multiply those problems by 100. That's moly.
@aschmidt2930 @ReserveList @LillybeLilly Of course man it’s a proxy
Moose pasture. 😁 I call them cow pastures. Also, low grade moose pastures will remain moose pastures at $5k gold. When inflation pushes gold higher, costs rise as well, leaving the project still uneconomic.
@GarrettGoggin Spoiler from today's email going out shortly:
22 grams of silver per panel folks. That's 71% of an ounce. New Green deal...Bring it. They have no idea.
Bloomberg Reseacrh out suggesting $VALE operational performance was oustanding in Q1 and the 'miss' was due to provisional-pricing adjustments that could disappear if iron ore holds current levels which could lead to EBITDA jumping to $5.40 area leading to 20-25% EPS upgrades
@bakkenfreedom No, silver is like 1-2% of total system costs and 7% of panel costs.