Principal at @DattCapital, interested in investing, tech, innovation, mineral resources & philanthropy.
Joined January 2012
- Tweets 16,687
- Following 446
- Followers 9,271
- Likes 61,690
2,340 Photos and videos
Emanuel Ajay Datt retweeted
Jun 12
I need to be careful where I get my news from. Apparently listening to the Treasurers words and applying basic economics and maths requires me to seek a media interpretation rather than intellect. Good luck everyone. We are doomed.
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Emanuel Ajay Datt retweeted
Jun 12
As an employment lawyer & entrepreneur who’s built a business employing hundreds, I call bullshit on scrapping the CGT discount in the name of ‘fairness’.
Labor claims it’s about ‘balancing labour and capital’ yet politicians, public servants and academics get taxpayer-funded super at 15.4–17%, while private sector workers get just 12%.
Their excuse? ‘It’s part of their package.’ So why punish risk-takers and job creators, but protect special tax incentives for the political class? Chalmers, Albo - care to explain?
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Emanuel Ajay Datt retweeted
Jun 12
LNG shortages are doing what climate policy couldn't.
APAC thermal coal demand is projected to surge from ~440 Mt to ~500 Mt in 2026 ( 60 Mt).
Japan, South Korea and Taiwan alone add ~37 Mt.
When gas disappears, coal comes back.
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Jun 11
Bang on
Jun 11
What sort of Australia are we building? What are we trying to incentivise? What do we want our country to look like in 10, 20, 30 years time?
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Emanuel Ajay Datt retweeted
Jun 11
Daily reminder that Redditors "debunked" Starlink as "impossible" 8 years ago.
Just in case you start thinking a phone scratcher has a better mental model of thermodynamics than SpaceX engineers.
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Emanuel Ajay Datt retweeted
Jun 11
This justification for the CGT increase on shares makes no sense. The legislation already allows for new housing investors to choose between inflation indexation and CGT discount. Just do that for share investors too.
Labor wont because the truth is this is a tax grab.
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Emanuel Ajay Datt retweeted
Jun 11
So you can use the 5th/6th/7th best LLMs, getting 80-85% of the top guys' performance, but at an 85-95% discount in price?
You know what we call that? A commodity...
exactly what happened with LCD TVs, OLEDs, solar panels, electric cars, phones, etc
good luck with your AI IPOs!
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Emanuel Ajay Datt retweeted
Jun 9
Energy factoid of the day:
The entire annual global LNG market equals to about six weeks of coal demand in China and India.
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Emanuel Ajay Datt retweeted
Jun 10
India is rushing to buy LNG to replace supply disrupted by the Middle East conflict 🇮🇳💰
The move is to meet demand from:
🌾 Fertilizer plants ahead of planting season
⚡ Power producers as hot weather boosts cooling needs
🏠 Houses switching from LPG
bloomberg.com/news/articles/…
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Emanuel Ajay Datt retweeted
If gold breaks $4,000 the mintwit crash out is going to be simply amazing to witness
And the Koala says that being long a few gold stocks
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Emanuel Ajay Datt retweeted
This is what we mean when we say the new CGT rules make share investing almost unviable outside of super.
Jun 9
Under Labor's new capital gains tax, if you're on the top tax rate, have a 6% mortgage and 2.5% inflation, you need to earn 9.1% investing - no small feat - just to break even with putting your money in a mortgage offset account. That's before you are compensated one cent for the risk you took, the double taxation, the time and effort.
Say you want to make at least 3% after tax above putting money in your offset account. A modest benefit. You would need to make 14.76% in the market. Do that consistently and you would be ranked amongst the greatest investors of all time. That's right - Labor's hurdle for investing as an Australian is you need to be amongst the greatest investors of all time. So if you're John Templeton or Walter Schloss, no worries.
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Emanuel Ajay Datt retweeted
Jun 9
Under Labor's new capital gains tax, if you're on the top tax rate, have a 6% mortgage and 2.5% inflation, you need to earn 9.1% investing - no small feat - just to break even with putting your money in a mortgage offset account. That's before you are compensated one cent for the risk you took, the double taxation, the time and effort.
Say you want to make at least 3% after tax above putting money in your offset account. A modest benefit. You would need to make 14.76% in the market. Do that consistently and you would be ranked amongst the greatest investors of all time. That's right - Labor's hurdle for investing as an Australian is you need to be amongst the greatest investors of all time. So if you're John Templeton or Walter Schloss, no worries.
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Emanuel Ajay Datt retweeted
20 Oct 2025
THE ONLY BONDS I TRUST ARE HYDROCARBON
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Indonesia's government is exploring a measured #relaxation of coal and other mining commodity production as global prices strengthen, Energy and Mineral Resources Minister Bahlil Lahadalia said on June 8.
More: sxcoal.com/7DEbEl
#CoalProduction #Indonesia
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Emanuel Ajay Datt retweeted
Asian coal prices rise to the highest level in almost two years 🪨📈
What's going on?
🇮🇩 New Indonesia export rules are delaying shipments, tightening the market
🚢 Japan/Korea depending more on coal as Hormuz closure chokes LNG
🇨🇳 Summer heat is coming (higher Chinese demand)
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Emanuel Ajay Datt retweeted
Jun 7
I'm not surprised the oil market could handle 100 days of the Strait being closed without significant disruption.
I am very surprised the oil market would remain so complacent after 100 days and with zero visibility on reopening.
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