Private Client Advisor (Equities). Views, opinions and unfiltered outbursts are my own, not of my employer and not to be considered advice.

Joined March 2011
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14 Jul 2018
Expecting big things from Champion Iron $CIA. Total Revenue (life of mine) C$15.1B, Net cash flow (after tax) C$2.3B, after tax NPV (8% discount) C$984m, IRR 33.3%, youtube.com/watch?v=dl7zz0ZP… last traded A$1.33
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RT @OsmondResources: $OSM confirms Ongoing Positive Progress On Scoping Study. ▪️#scopingstudy on track for completion in Q3, CY26 ▪️Pla…
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Beau Talbot retweeted
Albo claims the last 24hrs worth of donations are fake. He's lying again. Here's the independent audit that's just been completed that proves the site and money is ridgy didge. Now, will the PM reveal how much his campaign has raised? Help us FIRE THE LIAR ! donate.onenation.org.au/fire… #RidgyDidge #Audit #OneNation #Donations #PaulineHanson
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Beau Talbot retweeted
By not taxing unrealised gains it's an 'interest free loan from the government' We really are going to try and speed run the communist experiment again aren't we? I can't believe this is an opinion held by anyone within shooting range of our government. Wow.
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Beau Talbot retweeted
You are not allowed to notice that every western country opened its borders at the same time, pushed the same ideology at the same time and is experiencing the same demographic shift at the same time. Just a coincidence. Move on.
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Beau Talbot retweeted
> Comes to office claiming it’s a supply only problem > Imports a million people during a housing shortage > Fails to deliver new supply to meet growing demand > Housing becomes even less available and affordable > Blames tax settings in place for over 2 decades > Raises capital gains tax on all types of investment > Claims this is all about fairness for young people
Home ownership isn’t just about housing. It’s about what kind of country we want Australia to be.
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Beau Talbot retweeted
As a German living in Australia the fact that Australia has twice as many public sector workers than France is hilarious.
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The Treasurer's own department says he's full of bull... Treasury secretary Jenny Wilkinson says Jim Chalmers’ fifth budget will not increase the aggregate supply of housing...defending tax hikes because the “revenue needs to be raised from somewhere”. theaustralian.com.au/nation/…

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Beau Talbot retweeted
These lunatics have to be stopped. It is extraordinary for Treasury to suggest that capital gains tax settings do not materially influence investment decisions. Every entrepreneur, investor and small business owner in Australia knows the after-tax return drives capital allocation. If higher taxes did not matter, governments would simply raise them indefinitely without consequence. Of course they matter. What Treasury is effectively admitting is that these changes are not primarily about productivity, economic growth or increasing housing supply. They are about redistribution. That is a profound shift in Australia’s economic philosophy. The danger is that Australia is sending a message that aspiration, risk-taking and long-term investment will be punished more heavily in the future. That weakens confidence, discourages capital formation and ultimately makes the country poorer. When Treasury says ‘the revenue has to come from somewhere’, the real question is why the government believes higher taxes on investment and enterprise are preferable to controlling spending and growing the economy. The claim that CGT concessions do not influence investment behaviour is disconnected from commercial reality. Venture capital, start-up investment, small business formation and long-term equity investing are all highly sensitive to after-tax returns. Capital is mobile. If Australia becomes less competitive, investment will simply flow elsewhere.
Treasury boss on tax changes: ‘revenue has to come from somewhere’ theaustralian.com.au/nation/… via @australian
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Beau Talbot retweeted
What this doesn’t tell you is that: • The growth is made up almost entirely of data centres build out • While that money is being spent here, it’s mostly buying tech hardware produced offshore • Once built, those data centres require very few local jobs to maintain and operate • Both the buying of offshore hardware and the operation of the data centres deliver profits almost exclusively to offshore companies (almost entirely based in the US) • These global tech giants use complex tax structures to siphon those profits out of Australia - mostly into the US, meaning they're taxed to the US' benefit • And excluding data centre investment, the rest of the economy is actually shrinking
BREAKING: New numbers released by the ABS today show private sector investment is soaring under the Albanese Government. Capital expenditure has far exceeded market expectations, with billions more being poured into productive investments. New private capital expenditure (capex) grew very strongly at 6.5% in the March quarter – more than six times the median market expectation. It means capex is up 14.6% through the year. This is good news for Australian businesses and good news for our economy.
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Beau Talbot retweeted
These are the people telling you these new tax policies are for the greater good. These corrupt useless parasites.
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Beau Talbot retweeted
Budget 2026 is a direct tax on aspiration and risk-taking. It kills the incentive for young Australians to invest in shares, startups and productive businesses. This is intergenerational betrayal dressed up as fairness. Stop punishing success. @AlboMP @JEChalmers
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Beau Talbot retweeted
No one with an IQ above 70 has ever said, ‘We should give the government more of our money’
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Budget drops. Jim Chalmers reads out his numbers live on ABC. 30 minutes later, Sarah Ferguson hits Tim Wilson with: “Why are you looking at your notes?” When the opposition dares to quote the government’s own figures on the same night, the taxpayer-funded cheer squad gets suspicious. Nothing says “independent broadcaster” like treating Labor’s spin as gospel.
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“So you’re going to effectively double the long term capital gains tax rate, sans inflation?” “Yes, Dave” “And you’re doing this, despite promising not to, for social cohesion?” “That is correct, Dave”
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gas·light·ing /ˈɡasˌlītiNG/ noun The psychological manipulation of an entire population into doubting their own eyes, brains and bank accounts by calmly presenting catastrophic failure as brilliant success. Usage, Australian Federal Budget Night 2026 (first five minutes, Jim Chalmers): “Expanding digital ID” — because what every struggling young family really needs right now is another government app that knows where you sleep, what you earn and how often you complain. “Delivering 75,000 homes” — a number so comically small it would be laughed off a primary-school maths test, while net immigration is still pumping in more new residents every single month than that pathetic total. Delivered with the straight face of a man who genuinely expects you to thank him for it. Classic textbook gaslighting: the Treasurer looks you dead in the camera and says the housing crisis isn’t real, you’re just crazy for noticing the 400,000 extra people a year who also need roofs. You’re not insane, Australia. Your government just hates you.
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It’s far worse than you thought. This $20 million taxpayer-funded ad is pure shameless propaganda — straight out of Orwell’s 1984, except even more pathetic and desperate. It opens with a flat-out lie: "The global fuel shortage is affecting us all.” Bullshit. The crisis is far worse here in Australia because this reckless, incompetent government has criminally failed to maintain the minimum 90 days of fuel reserves we are legally committed to under the IEA agreement. We are now the only nation on Earth disgracefully in breach — a world-class embarrassment.While Australia carelessly let our reserves plummet to less than 40 days, Japan — another island nation — keeps over 200 days. But competence is clearly too much to ask from these clowns. Then comes the next lie: “The government has been working to secure Australia’s fuel supply.” Absolute garbage. This government hasn’t “worked” on anything except covering its own arse. They’ve failed spectacularly and negligently, letting reserves crash through the floor. Albanese’s pathetic junket to Singapore was nothing more than a photo-op stunt to hoodwink the gullible. Singapore just refines crude — if Middle East supplies get cut, their “agreement” is worth less than used toilet paper. If they were actually serious about securing fuel, our navy would be alongside the Americans trying to keep the Straits of Hormuz open. But no — Albanese is too busy pandering to the Islamic vote in Western Sydney to protect Australia’s national interest. Then the gaslighting reaches peak comedy: “The government has a four-level national security plan.” What a load of fabricated horseshit. Their so-called “four step plan” is: 1. Pray and set up excuses 2. Pray and blame others 3. Pray and spin BS 4. Panic The whole ad is a disgusting lie wrapped in cutesy “fuel saving tips.” In reality, it’s pure Soviet-style propaganda designed to distract from the brutal truth: Australia’s fuel crisis is unique to Australia — entirely self-inflicted by this government’s gross negligence, incompetence, and failure. It’s a sick joke. But at this point, it’s exactly what Australians have come to expect from a Prime Minister who is a compulsive, pathological liar — a man so full of spin and deceit that bullshit pours out of his mouth every single time he opens it. Australia deserves better than this pathetic excuse of a Government.
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Remember: The terrorist got into Australia. The terrorist got a visa. The terrorist got a gun licence. The terrorist committed mass murder. And your punishment is that you can no longer protest. Makes sense.
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Beau Talbot retweeted
Hey @AlboMP Don't forget your words: We’re living in a democracy, here. People have a right to speak up. People have a right to be heard. People have a right to disagree. And any so-called Labor MP trying to change that isn’t a leader – he’s dangerous.
We’re living in a democracy, here. People have a right to speak up. People have a right to be heard. People have a right to disagree. And any so-called Liberal trying to change that isn’t a leader – he’s dangerous.
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Beau Talbot retweeted
22 Dec 2025
Never before have more people in 🇦🇺 called for the resignation of a Prime Minister. Albanese has to go.
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