Why is this allowed in Australia? What have we imported? Why does the government allow this? @AlboMP

FOOTBALLLLLL

If you ever want to see how liberals can destroy a city just walk around Seattle - stay safe Aussies! #fifaworldcup

Trump making sure the ASX is up today - what a gentleman

Harry Souttar only needs to play every four years. Domestic football is beneath him.

$JGH New article today written about them if anyone is curious to read the FA… The TA is incredible… See threads for the rest of it… Thank you to Nick Kelso (Wealth Advisor at Sanlam Private Wealth) Yes Jade is my biggest holding as I have stated many times…

If our enemies wanted to weaken and destory the West, this is exactly what they would do. Flood our nations with third-world migrants and cause internal chaos. This does not benefit us. This does not benefit our children.

Chills

Welcome on board Richy Xie - experience talks for itself $JGH

📢 Evolution Capital has initiated coverage on MinRex Resources $MRR highlighting the flagship Tlamino Gold Project in Serbia and multiple upcoming catalysts, including a fully funded ~7,000m drilling program and maiden JORC MRE targeted for Q4 2026. 📌mcusercontent.com/8f8eb6ae52…

Imagine being in charge of a city that literally burns to the ground and at the next vote you are still winning the vote 😭

As I mentioned at Investor Briefing of 1 May, @Tivan_Limited has many ways to manage upcoming option expiries. The agreements announced today are optimal for TVN, maintaining our commitment re shares on issue, whilst providing acceleration capital. 🚀🐊wcsecure.weblink.com.au/pdf/…

Defund the @abcnews

$JGH This morning, Jade Gas Holdings (ASX: JGH) became the first company in history to have natural gas reserves formally approved in Mongolia. Jade is an ASX-listed coal bed methane developer operating in Mongolia's South Gobi region - one of the world's most resource-rich and energy-hungry corridors, sitting on the doorstep of China. Mongolia currently imports virtually all its energy needs, running its mining and transport sectors almost entirely on expensive imported diesel. Jade's project exists to change that, supplying domestically produced LNG at a significant discount to diesel equivalent pricing. The opportunity is structural, the demand is real, and until today, the regulatory pathway was the missing piece. The approval from Mongolia's Minerals Reserve Council has been years in the making. It opens the door to a Production Licence and formally transitions Jade from explorer to developer. Announcements of this magnitude in frontier energy markets do not stay under the radar for long. Here is what the market has not yet priced in. Today's reserve covers 4.2km² of a 60km² field, from a single coal seam. There are 6 to 7 known gassy seams across the project. Certified 2P gross recoverable gas stands at 316 million standard cubic metres - sitting against contingent resources of 5,413 million Sm³ (2C gross) in the broader Red Lake area alone. The company has just booked 7% of the field. The other 93% is still to come. The commercial framework is already in place: Binding gas sales agreement with UB Methane LLC - Mongolia's largest gas importer AU$70m letter of intent for project funding secured Phase 1 - up to 175 wells, modular LNG, targeting transport, mining and industrial customers Full field development - ~800 wells, 30 year project life Jade’s project sits 300km from China and the Chengdu region that is short gas and long energy requirements. You don’t need to be a genius to join the dots. What now appears to be on the light side with recent catalysts our analyst values the company at A$758 million, or A$0.36 per share - based on a 50% risk-discounted NPV of the Red Lake project using US$30/Mcf gas pricing and a 10% discount rate. Across every sensitivity scenario modelled - gas price, FX, opex, capex, discount rate - the NPV of JGH’s share of the project remains above A$1 billion. The project IRR at base case is 93%. Note: I hold stock api.investi.com.au/api/annou…

There’s no one in this squad who @Socceroos should fear

Smart NZ!

$CRML A huge endorsement of our concentrate. REalloys have seen tested our product and now have signed a definitive agreement. globenewswire.com/news-relea…

The 🤡 show never ceases the amaze

Labor’s new capital gains tax of up to 46% to 47%, which is far and away the highest in the world, hammers all businesses, including small companies, harder the more successful they become. By applying the most expensive CGT regime in the world, Labor is taking almost half of the upside of any successful firm, encouraging owners and executives who own shares in the business to look at relocating overseas. The question, however, is how many small businesses will actually pay this tax in practice. We prepared the following simulation to highlight the impact. We took the long-term 20 year returns from Cambridge Associates for smaller venture capital companies, which grow by 12.2% pa. We adopted the ASX equity market volatility of 15% pa, which would understate the true volatility of small firms (and thus lead to a lower proportion of very high growth companies paying 46-47% tax in our analysis). We then ran a simulation to estimate the proportion of businesses paying CGT of more than 40%. We find that within 10 years more than half of all Aussie small businesses will be hammered by CGT over 40%, which rises to 78% of all small businesses by 20 years... By giving Australia the most uncompetitive business valuation tax in the world, this policy will crush innovation, entrepreneurship, spending, productivity, growth and our global competitiveness. We already have among the lowest productivity growth rates in the world: by reducing productivity further, we could raise the cost of living, inflation, and interest rates.

Worth a read for any mining investor