EXR is doing everything right. Can we hit 20c now pls

Not this year

Cheer up bud im sure it can

Cmon I know it can!

Lets go VML you scurvy dog!

I expect atleast +26% gain today!

Hahaahahahaa. and a grey finish

Successful DLE results for ASN. I’ve been sitting on the fence with this one for awhile waiting for an entry. Probably should have jumped in when it was 0.17 in December.

Oft the rumours of LYCs Malaysia license have turned out to be true, sounds like they'll need that Aus based separation facility asap

How much money did that plant cost? Add in all the legal costs from action against them, the bad PR and now the fact they need a new one they should have just built it in Aus originally.

ASX futures +0.7% Time for that not to translate to anything I hold.

CY5 results look pretty doodoo. "Guys we found 13m @ 1.3% ^(but it's 300m deep)". Big pegmatite but even bigger internal variation, random spots of grade then huge sections of unmineralised peg. Yuck. Figure 2 for reference. GL1 scoping study for Manna out too. This will be more in Swyft's ballpark. But I think their strip ratio will be huge, looking for a number to confirm. So I can't find one but I do have two numbers... 419.1Mt of waste mined, 18.91Mt of mill feed. Now if I plug those numbers to a ratio it's 22.1:1. I don't know if this is the correct way to calculate strip ratio but if it is, I would not be including this in the study which they haven't done LOL. 22:1 is fucking atrocious if true

WR1 action will be interesting. On one hand, the results underwhelmed high expectations, but on the other hand, some peers would still kill for them. Was hoping it might nip under the cap raise price on release of 007, but might be a bit too hopeful. Guess the first 45 mins of trading will tell the story. GL1, what a management team. They know how to get things done. But yeah the strip give away is in the OPEX. They're looking at about double PLS's productions costs for SC5.5. Given that pre-strip is built into CAPEX, it's easy to understand how they're sitting at a lofty $419m already. That'll go higher in the DFS, but for 220ktpa, it's not so bad I suppose. NPV looks great on paper, but uses a ridiculous US$2750/t SC6 market price used (LCE $33k/t: higher than VUL). If spodumene prices are maintained at these insane levels, returns will be great, no doubt. If not, they're a little marginal, because that OPEX will rise when the DFS is released, as is tradition. Unfortunately, I think they'll have to lower their asking price for Marble Bar if they want to get rid of it, now. If ESS goes for $140m, that'll set a bit of a benchmark for them. Edit: some of the pages didn't load when I checked first time—having a look at sensitivity analysis etc now

VUK currency update to dividend means my big brain trade is now +$33.21 instead of -$1.48. Call me captain currency

450k units buy order @ 15c for EXR! Probably nothing.

Definitely nothing

Im about 10% FBU (Fletcher Building) it took a 6% hit yesterday, on results pre-announce, and FY guidance drop, GS updated their guidance, available via comsecs. "Thesis remains. Notwithstanding the declining activity/earnings profile, we think the stock is trading too cheap (broadly at GFC levels). FBU is currently trading at a NTM P/E of \~9x (adjusted) vs. 12.5x long-term average and a 13.2x 5yr average. On a relative basis, it represents a \~39% discount to the market (i.e.the ASX 200, 14.7x) this compares to a long-term average discount of -14% and 5yr average discount of -21%"

How is the ASX_Bets ETF going? How do I check please?

There's a pinned post on my profile for the 2023 comp, in there is a Google sheets link towards the bottom. The scripts in the sheet do break during the day at some point so if you see a whole bunch of #error then if you look in the afternoon it should be fixed. I'll tag you in a comment later tonight if you want more details 🙏 Last time I checked we were between +8-10% outperformance on VDHG. And there had been at least 3 stocks which had bagged - BAS, C1X and WR1

You'll have to change the ausfinance comparison from VDHG to the offset account now given the number of "should I sell my ETFs and stick in offset?" posts that have been appearing.

Thanks!! Its such a cool little experiment.

How are we factoring in divvies here?

We don't do that here. But also that seems like a lot of work I don't want to do. Shouldn't in theory, the capital return reduce the share price by the equivalent amount so that YTD performance inclusive of dividends is *almost approximate* to true returns...

I doubt most of our speccies pay divvies, but VDHG comparison should include distributions because it's the main form of return.

I'll see what kind of dividend data I can pull with a script from the ASX. This could be easier than what I think

You've probably got it covered, but I know of these [dividend table pages](https://www.asx.com.au/asx/v2/markets/dividends.do?by=asxCodes&asxCodes=vdhg&view=all) that only have the back to the previous financial year and the [chart-events JSON API](https://asx.api.markitdigital.com/asx-research/1.0/companies/vdhg/chart-events) that ASX uses to put the D markers and tooltips on their graphs. The latter can go back to 2013 and is also a source of stock consolidations/splits.

Awesome will have a gander.

What is the closing point where you post the results to ausfinance?

Probably just end of year performance. They'll get angsty if I go posting numbers in the short term.

Alright, today is the day MAY moves past the .105 sell wall

Do you see it happening without some sort of rig mobilisation announcement?

Depends if accumulation is done prior. I think 12c pre mobilisation is fair because we all know it’s going to happen, the only issue would be a delay but I’d expect it to be priced in. Then if successful appraisal we will start to see 20c again

What’s after appraisal? Anymore price catalysts?

If appraisal is successful the entire year will be price catalyst. There’s A3 being drilled, significant logging potential of 290m that wasn’t logged so resource size could be 5-10x, step out wells, extended flow test results, off take agreements, block 9 development, beehive progress

Adina hole 7 core UNMINERALISED. I AM VINDICATED [KYAAAAMMOOONNNNN](https://media.tenor.com/blADUHTRGEoAAAAC/shane-warney-moosed.gif)

Exactly as you predicted.. released it bundled with the other holes results lol

It ain't easy being this slick 😎

Overall happy with the results? WVJ

It's about as expected. 1% grades are good, not great, but also not terrible. Middle of the park. They need big tonnages now at Adina to continue the slow crawl in share price appreciation. Some hits are likely too deep to be economic so need to hit the up-dip targets. Cancet now also needs to live up to the hype. They've reaffirmed a 10-15Mt exploration target there, so they're going to need to prove up something much bigger. Still has the potential to become a lifestyle company for CE and mates. Overall, pretty good but strongly priced in.

Also, is that some possible extensions i see also passed the last hit?

Which holes? There's no strike extension as far as I'm aware

The coordinates of 044 and 045? Maybe im wrong?

Oh maybe. I'll plot it out this week

Awesome!

ANN: …however hole 008 “indicates the potential of fingering of dykes near surface…’. Happy Valentines day, everyone.

PAID DOWNRAMPER. Blocked Edit: 🤠🤠🤠

WR1 Ann day, 007 is meh. 001 93m @ 1.28% from the surface! u/WowVeryJosh right again.

so instead of lambo, honda?

Nah probs like a 2018 M3 with full service history

might b an idea to see if you qualify to get free community transport. most members here would qualify.

Most members here aren’t fit to be in the community unsupervised.

Anyone had a chance to look at the wr1 Ann? 🤠

Anyone more than 43% down on IHL?

I’m at 47% so not too bad……especially compared to my other dogs….

Sit down boyz, -60.5% 🤌

Oof

48%!

I'm exactly at -43% now. ⌛

Bröther

We are indeed highly regarded.

Take it out the back and shoot it

Waiting for 60c again!

🙋‍♂️ -58%

Please be green today Papa needs a new pair of red boots

US futures are looking tasty...

Happy Tuesday morning, all. Your AFR pre-market awaits: **ASX to rise on Wall Street rally; Ansell, CSL, Hardie to report** Australian shares are poised to open higher amid optimism in New York that the pending January CPI data will bolster bets that the peak in interest rates is near. ASX futures were up 42 points or 0.57 per cent to 7392 near 6am AEDT. Tuesday’s reporting schedule: Ansell (ANN) | Breville (BRG) | Challenger (CGF) | Computershare (CPU) | CSL (CSL) | Dexus (DXS) | James Hardie - quarterly (JHX) | SG Fleet (SGF) | Seven West Media (SWM) | Sims (SGM) | Temple & Webster (TPW). On Wall St at 2pm: Dow +1.1% S&P +1.1% Nasdaq +1.6% In New York: BHP +1.1% Rio +0.7% Atlassian +2.1% Tesla -1.5% Apple +1.9% Amazon +1.7% Microsoft +3.3% The local currency was 0.8 per cent higher; the Bloomberg dollar spot index edged 0.2 per cent lower. On bitstamp.net, bitcoin was 1.4 per cent lower to $US21,670 at 6am AEDT. The yield on the US 10-year note slipped 2 basis points to 3.71 per cent at 1.58pm in New York. The yield on the two-year bill was 4.54 per cent. At 2.05pm in New York, the Dow was up more than 350 points to 34,225. The S&P 500 was trading at 4136. While US equities are rallying, Morgan Stanley strategists led by Mike Wilson are wary. “Client conversations have shifted from how much downside is left to when is that downside coming? Speculative bear market rallies can have that effect. They make one question their fundamental analysis and assume the market ‘knows something’ and this becomes a set-up for the next potential trap. “With equity markets showing some real signs of exhaustion last week, we think the risk-reward is as poor as it’s been at any time during this bear market.” **Today's agenda** Local: Westpac-MI February consumer confidence at 10.30am AEDT; NAB January business survey at 11.30am AEDT Overseas data: Japan fourth-quarter GDP, December industrial production; Eurozone fourth quarter GDP at 9pm AEDT; UK December ILO unemployment rate; US January CPI at 12.30am AEDT on Wednesday **Market highlights** ASX futures up 42 points or 0.57 per cent to 7392 near 6am AEDT AUD +0.8% to 69.71 US cents Bitcoin -1.4% to $US21,670 at 6am AEDT On Wall St at 2pm: Dow +1.1% S&P +1.1% Nasdaq +1.6% In New York: BHP +1.1% Rio +0.7% Atlassian +2.1% Tesla -1.5% Apple +1.9% Amazon +1.7% Microsoft +3.3% In Europe: Stoxx 50 % FTSE % CAC % DAX % Spot gold -0.5% to $US1855.53/oz at 2.03pm in New York Brent crude +0.2% to $US86.54 a barrel Iron ore -3.5% to $US120.40 a tonne 10-year yield: US 3.71% Australia 3.75% Germany 2.37% US prices as of 1.58pm in New York **United States** Americans anticipate income growth to slow and inflation to stay elevated in the Federal Reserve Bank of New York’s survey of consumer expectations, Bloomberg reported. Median expected growth in household income declined 1.3 percentage point to 3.3 per cent in the January survey, the largest monthly drop in data going back almost 10 years, the New York Fed in a report. Views on inflation one year ahead were unchanged at 5 per cent. Expectations for income growth remain higher than their pre-pandemic levels. Still, increasing budget strain is showing in the results, with the average perceived probability of missing a minimum debt payment over the next three months ticking up in January. Bank of America’s view on earnings season: “345 S&P 500 companies representing 81 per cent of earnings have reported, with 4Q EPS still tracking a 1 per cent miss (vs. 4 per cent average beat historically) at $US53.43 (-1 per cent YoY). “Weak guidance (twice as many instances of below- vs. above-consensus guidance YTD, weakest since COVID) has driven a 2023 cut of 3ppt, well below historical trend with just +1 per cent YoY growth /$US223 expected in 2023 (vs. +10 per cent YoY in June) where most of this is attributable to margin compression. “But despite the well-documented risks to margins for 4Q, net margins (ex-Fins) are tracking a slim 20bp miss, and companies have addressed cost bloat aggressively this year (but likely need to do more).” **Commodities** RBC Capital view on Russia’s oil sector: ”It is our understanding that Russia may be starting to encounter difficultly maintaining output at technically challenging fields due the initial US and EU sanctions that prohibited the transfer of key technology and equipment to the Russian energy industry as well as the move by the Western majors to exit the country immediately after the invasion of Ukraine. In February and March 2022, respectively, the US and EU imposed sanctions on the export, reexport and transfer of oil and refining technologies to Russia. “Certainly, export restrictions have proven to be painful for other Russian sectors. For example, the sanctions that banned the export of semiconductors have had a material impact on the Russian defence industry and according to senior US officials have “outperformed” their initial disruption goals. “If the Russian oil industry is now facing similar challenges, we could be seeing the start of the sanctions-induced losses that the late OPEC Secretary General Mohammad Barkindo warned about at the RBC energy conference in June, noting that the severe impact of these and other financial sanctions on Russia will likely cripple the ability of Russia to be a future major exporter.”

Westpac consumer sentiment due at 10:30am today, and NAB buisness confidence at 11:30am

Consumer sentiment likely to be bad 👎

The forecast is actually an increase 🤷‍♂️

For real? I thought the sales data from December was shot.

[forecast](https://tradingeconomics.com/calendar) to go up 1.2%. I suspect the way the retail sales data is collected is a bit cooked, the last big negatives were all December… I suspect it hasn’t adjusted for change in consumer spending habits towards November with Black Friday sales.

So how was it? I was out all day.

-6.9, shows how good consensus can be. But also have a read of [this](https://www.reddit.com/r/ASX_Bets/comments/111mkop/market_open_thread_for_general_trading_and_plans/j8gxlcc/?utm_source=share&utm_medium=ios_app&utm_name=iossmf&context=3)

Thanks for the summary.

Consumer sentiment has previously been positive and business sentiment negative. It probably means something if they keep diverging, or if it stops...

Possible EXR update today before NY meets with key investors in NZ this week.

“Don’t come to New Zealand unless you’ve got good news”

Best be good news! I believe the meet is today... Hope someone will share the debriefs

You can guarantee the notes from the meeting will be on HC within 15 mins of Neil leaving the pub

Let's see how hard my IVZ, MP1, LKE, and IXR portfolio gets reamed today.

From Bloomberg Energy on Twitter: Russia's seaborne crude oil exports slumped to a six-week low ahead of an output cut announced for March, writes @JLeeEnergy. The country now has just four regular buyers

Im slumping to a six week low too, but im no ruzzian… dirty fuckers.

So what are we all putting thousands of dollars into at the moment based off 1 minute of online research?

OM1 super speccy Canadian lithium play sub-$10m mc

BUY ANL WOW

EXR, MLX and ARR

Second EXR...

JRL - one of largest lithium deposit in US and announced yesterday they’re in bed with POSCO (partner to GM). That’s enough for me.

Thinkin about weebit something. Dont understand anything about it, except it is playing to my weakenesses..

CYM and ARU will likely get my cash on pay day tomorrow

its a real shame DLC no longer exists - but might I interest you in MOM?

Thought you were ewan for a sec.

IHL should bounce, worthy of a $5k punt

If I did research then it wouldn’t really be gambling, would it

Best I can do is thousands of dollars for 1 minute of ANL.

WBT

I'm feeling sad guys. Gimme a stock to put all my money in, so I can feel sadder when it crashes.

Joby, if the flying taxi industry isn't a safe investment idk what is

So true.

I was talking to the wife on the couch tonight and she got sick of listening to my shit so she said: 'On ignore you go! "

hey, look at this guy who talks to his wife, and gets a response. proof or ban?

Fuck me, you married HotCopper

She must have picked it up from her boyfriend who talks about BHP and CBA divies all day

Tbf BHP divvies are nothing to be laughed at 😅 last yr: divvies + free Woodside shares. Fuckkkk 🍆

+20% after tax. And then sold Woodside @36.60 to put in to FMG @16.20.

Man up and block her.

, 🤣

That's what you get for spruiking shitty penny stocks and reassuring her that soon her life will change.

Christ she belongs here

The aus finance trope of cutting subscriptions to save your finances these days is such a joke… Even if you have all of them, it’s like $600 for a whole year of keeping you entertained at home. More like cancel your subscription to a bag every satdy night when when you get that tickle in your nose after your 3rd pint…

Torrent and save $600 per year 🤷🏼‍♂️ Although I do pay for live sports. Stream sites are fuckin cancer.

Noseflix

“Surprise Me”

Might be coke, might be K. Roll the dice

Thinking about buying CYM and curious to hear thoughts

Y in the ticker. kiss of death right there.

For my 2 cents worth, copper will never amount to much

Not sure if srs comment

Can safely assume 95% of my posts are not

But the 2cents coin contains [97% copper](https://en.wikipedia.org/wiki/Australian_two-cent_coin)and at today's value it makes the 2cent coin at least 6c in copper value. Obviously, cause we don't have them anymore, you can[apparently sell it for $1 to $60](https://coinscatalog.net/australia/2-cents)(depending on condition and rarity).

Got buckets of 2 cent pieces hoarded away, no one wants it. Burglars walk past it. Too heavy to carry to the bank. ATM has no coin slot. Uber eats guy wants to punch me, carries on about real money only, Ozzie money , fuck you bastard and takes off with me dinner.

Agreed, too easily recyclable

Banned?

You have until the next bans post to linger here in self reflection 👍

Oh sweet 👌

> Unith (ASX:UNT) to raise $5m for ChatGPT integration into Talking Head tech *BRUH*

I hear they’re thinking of calling the product Max Headroom

UNT… I C what you did there

Do they even have an agreement with ChatGPT? Not a stock i follow but already my spidey sense is tingling with bullshit.

Anyone can have an "agreement" with OpenAI. You pay them a few cents per ~750 words in an API call. An integration would cost orders of magnitude less than $5M

Next 2 years "AI" will fucking pump shitcos like blockchain did for the past couple.

Is the us really eating this shit up? The ai race? Or am I being naive in thinking this is a short term distraction when we should be buying helium due to these balloons being blown up needing replacing?

And you may ask yourself 'How did I get here'

And you may find yourself in a beautiful house, with a beautiful wife...

Let's face it,we are all in shotgun shacks here, waiting for the beautiful wife's boyfriend to drop her home

Shit day Researching. Will post potential bagger when buys done Also go MAY

About 5 attempts to break the .105 wall should have a decent crack soon enough. There was probably 15mil loaded and bought at 10c which is an alright churn without much of a drop

It will be an avalanche when it breaks. Pip traders playing now

I think it’s been pretty clearly accumulated and capped. Whenever a buy came in at 105 it was sold down to 102, clear as day. Will be released once rig is mobilised I think

Released as in 👆🏼or 👇🏼

everyone and their mum will realise they're a bee's dick from appraisal after they ann the rig is over the hole so most likely 👆🏼

Until spud Ann it will be day trader dream.

Grey lol

Yeah. Bit red but mediocre market. No direction. Should post lme copper warehouse tonnage. That beastie is heading below 60k tons. Starting to see contract scarcity. Glencore will be partying hard. Swiss cheese eating fuckers

Im refering to MAY

Oil be a wee bit darker

Take me back to when I cracked 5 bags on LKE….. fuck me how am I that regarded I didn’t sell…. I am going to print out the screenshot of my gains back then and pin it up next to my computer to remind me to sell when hitting the jackpot 😂 it goes down just as quickly as it goes up

I bought lake at 55c, sold $1.20 just before the big jump to $2. This made me cautious (greedy?) about “selling too early” so I held IHL when it hit 90% profit….welp. So when IVZ hit 100% pre-drill I sold the lot. Now all eyes on EXR…none of that “hold to $2” malarkey for me these days.

I thought I goofed on this when I bought in at about 50c, held for a month or two and then sold for about 35c. My husband gracefully one-upped me by buying in at 90c and choosing not to sell at the high, still holding now. We may not have the same reasoning behind our mistakes, but discussing our trades really cemented that I married my intellectual equal.

true love right there.

I made half a bag on LKE in my first month of trading, it was a different time…

Sell it move on Same boat but took profits when in $1.20 range

You took screenshots of your gains...and you didn't sell? This is why ASX_Bets can't have nice things.

March 29. 2022. Portfolio was up 144%. I was up over 500% on LKE... holy shit I actually cringe looking back at the photo.

Delete it now please, for your health haha.

Are you me? https://www.reddit.com/r/ASX_Bets/comments/u8co76/nein_nein_nein_nein_nein/?utm_source=share&utm_medium=ios_app&utm_name=iossmf Edit: added my smug post

Didn’t sell?

Unfortunately not. I mentioned in a post earlier today I was worried about CGT as I’d held for less than 12 months.. my LKE portfolio is now worth less than the tax I would have paid 😂 Still holding NVX after it hit $12 and then took a dive as well.

Ohhh mate atleast were in it together 🤣🤣🤣

I had just started trading so it’s a good lesson. We Have to learn somehow I guess.

red/red /red///tree shake...then watch this space! Institute will buy up huge...

Mushies on a Monday evening, awesome

wait for "SEPTEMBER MORNINGS"

September's gone She freed his soul from its cage She closed the book on his pain Now he waits for her still to Haunt him again

Good flair. So lazy you forgot the ticker

XAO

Been in line for CYM at 0.105 for a while now and it finally hit this arvo. Copper to the moon now please.

Gods will shine on you. Good buy

🤞

UNT had huge buy interest today 🚀 SPA still green steady climb I notice and my favourite self researched BMO did a 🚀 very similarly to UNT Usual behaviour of AGE in Feb is up, waiting for it....

Maybe add some Strickland SPA STK UNT

Top tier ticker too. Fuark yeah UNT!

Unt, keen to see what happens tomorrow, already up 112% on options and 41% on the heads for the last 14days of holding unt , 12 month hold see were it ends up ...

NMT, never fails to disappoint

NVX is a dog stock

I still can't believe the rise on that one at the time. It was literally the gift that kept on giving. Many would have had multi-baggers. But yes, absolute dog stock.

EX1 (-73%) demonstrating the cost for shitcos to access capital. One of the worst raises I've ever seen. [This director's](https://imgur.com/a/NoawaJq) $16k purchase in 2021 now worth only $500. #OneOfUs.

Fuck that last bit actually made me laugh out loud

What happened to IMU as well. Why they crying?

Some person dumped the 13c buy wall, barely recovered No news so might be selling the patent news of old or something leaky happened and we'll find out tomorrow

Fuck, I used to have these guys when they were around 30c 😞

[удалено]

I finished green on 3 out of 4, somehow. Not by a lot.

Februbarry

More like buy the Christmas sale and fuck off in Jan

Day 279 of waiting for AZL to get BLM approval. Bloody hell this company may be borderline scam, but I love it. Paul with head of Arizona today watching superbowl. Interesting teams

The wait will be worth it. Maybe your grandchildrends children can enjoy Lambo?

“I am currently in Arizona and will update shareholders on the BLM approvals before I return to Australia at the end of the month.” - Paul Lloyd

[удалено]

🎯

He wants those 100,000,000 performance shares before he does that lol. He needs us to vote yes in Mid March. Let's see how he spins this BLM update.

https://twitter.com/ArizonaLithium?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Here are the most popular stocks by unique comment mentions from the past 24 hours: Ticker | Mentions | Price | Today ---|---|---|--: 🔴 LKE | 7 | $0.705 | -3.42% 🟢 EXR | 6 | $0.135 | 3.85% 🔴 VUL | 5 | $6.64 | -7.26% 🩸 IMU | 5 | $0.13 | -10.34% 💚 PSC | 5 | $0.215 | 22.86% 🟢 BAS | 4 | $0.195 | 5.41% 🔴 IHL | 3 | $0.17 | -5.56% 🟢 MM1 | 3 | $0.21 | 7.69% 🔴 IVZ | 3 | $0.13 | -7.14% ⚪ MAY | 3 | $0.10 | 0.00% *I am a bot and this was performed automatically. Please [visit this link](https://www.reddit.com/r/u_asx__bot/comments/xode76/feedback_uasx_bot/) if you have any feedback or suggestions.*

Wonder if IHL lost some volume to ship jumpers to VIT