Jobson Growthe retweeted
Sub US$2B for 44% of this, a couple of long lived mines feeding it and a few other subscale assets.
At the lows of the Nickel cycle.
You can just build things. $NIC.AX
Jobson Growthe retweeted
Europe and East Asia are set to be hit by cold snaps next week, in an early test of gas markets rattled by high prices 🥶 ⚠️
While the overlapping cold is set to be brief, theyll provide a stress test before deeper winter cold
Europe gas prices are currently at a 4-year high
Jobson Growthe retweeted
China consumed more coal in the last four years (2022–2025) than the entire world consumed throughout the 19th century.
Jobson Growthe retweeted
South Korea plans to depend more on coal this winter to conserve LNG supplies amid the ongoing Hormuz disruption 🇰🇷🪨
💰 Winter gas consumption has “a considerable impact on electricity prices,” said Energy Minister Kim. LNG prices are near a 4-year high
bloomberg.com/news/articles/…
Jobson Growthe retweeted
Trump: "I take an aspirin a day. I don't know if it works but psychologically I need it. It thins the hell out of your blood I guess. I don't know if it works or not but I've been doing it for a long time. And here I am making speeches. I like Bayer aspirin. And I take the big one. They want me to go down to the 80. I take the 386. I don't know what the hell it is. It's a monster. They said, 'Sir, you don't need that!' I said, do me a favor, I've been doing okay for 35 years. Leave me alone."
Jobson Growthe retweeted
Here’s the video of the interaction, worse than I remembered.
I have spoken at more council meetings in more different councils than probably anyone in Sydney over the last four years. I’ve never encountered a mayor as combative and unprofessional as this.
The Mayor of Woollahra took my address from the registration form, snooped on realestate.com.au and made a snide comment about the value of my apartment during this questioning.
Straightforward breach of the Code of Conduct and privacy violation. I’ll be making a complaint
Jobson Growthe retweeted
I really, really wish one (1) mainstream economics commentator would point out that interest rates rises do not, in fact, primarily work by 'smashing mortgage holders'.
Exchange rate and asset price channels are far, far more important! And they barely get a mention!
Jobson Growthe retweeted
I recently took a look at Nickel Industries, $NIC.AX on the ASX.
It’s an ASX200 vertically integrated Nickel producer in Indonesia, inverting from a heavy investment and dilution phase to a cashflowing phase.
Deeply hated by the market for its degenerate raise history, profligate spending sprees on new assets, a terrible juristiction producing one of the most washed out and hated commodities... Nickel.
At ~$0.80 it's priced around 3x EV/EBITDA '28 and seems overly punished.
Jobson Growthe retweeted
*PBOC CUTS PSL RATES BY 0.25 PPT WITH 1-YR PSL DOWN TO 1.5%
The Pledged Supplementary Lending facility offers cheap funding direct to the commercial banks... which can support NIM's, and encouraging lending and credit creation.
Also...
*PBOC: ADD RELENDING QUOTA 500B YUAN FOR AGR, SMALL BUSINESS
*PBOC INCREASES TECH INNOVATION RELENDING SIZE BY 200B YUAN
*PBOC: TO OFFER SUBSIDIZED LOANS FOR HOMES
*PBOC BROADENS SCOPE FOR PSL TO INCLUDE COMPUTING POWER, GRID
Jobson Growthe retweeted
[RTRS] - RBA GOV BULLOCK: THE DROP IN HOUSING PRICES IS NOT THAT BIG IN THE SCHEME OF THINGS
Jobson Growthe retweeted
Claude now telling me - updated for ANOTHER Sohar shipment this AM - that $AUQ.AX JV may print $40mm in FCF for the quarter 🤪 and is trading on ~1.5x P/FCF lookthrough...
Yes I know not linear and cannot extrapolate...but insiders keep buying too...🤷
announcements.asx.com.au/asx…
Alara $AUQ.AX breaking out. I prev wrote this up here...
rapercapital.com/2026/08/24/…
If you run-rate what they've reported for shipments this qtr, I have this - despite the move - on about 1.5x EV/EBITDA...w/ the JV rapidly reducing debt given current spot Cu pxes...or about 1-1.5x P/FCF...
Rerating just getting started imo 👊👊
