To The Moon

Haha America land of the free to rob capital.

$NCM boom Following up on my last post the tailwind takeover from $NEM Now the question is what happens next. POG goes to $2500/USD raising all the boats.

$NEWCREST MINING LIMITED(NCM.AU)$   Haven't posted for a while but gold has been a very good investment in last 6 months. Newcrest is one of the safer bets in the industry long life mines, low costs and safe jurisdictions. Current tailwinds have been the gold price and takeover by $Newmont Mining(NEM)$  . The previous takeover bid was picked around $28 aud per share. But appears to be below current share price. POG probably expected rise further with dedollarisation theme. China and Russia does not feel safe with USDs and probably many more countries including India currently neutral.

$New Hope(NHC.AU)$Recent quarterly update from NHC. It has generated $380M ebdita for 3 months to end of April and $913M ebidta for 9 months tally.This will allow the company to generate more than $1B in ebita FY22. Not bad for company with $3.3B Mcap.Wait and see what the next dividend payment will be given previous 6 months dividend was 30 cents.

$Cooper Energy(COE.AU)$Been a while since my last post. This one is a gas company in east coast of Australia.It has recently upgraded it'S editba estimates above its previous guidance to $70-78M.The company has sorted out it's production issues at new gas plant. It is now benefiting from consistent production numbers and higher gas prices thanks to ban on Russian gas. This situation is unlikely to change soon.A price cap of $40/GJ has been placed on gas sales which is signicantly more than it's long term sale price of $8/GJ. The company is currently raking in money selling a good proportion of it's gas on the spot market.DYOR and good luck.

$New Hope(NHC.AU)$Heading back up. Big quarterly numbers coming out end of May 2022. Newcastle coal price is up and averaging over $300usd/tonne. The Australian dollar are now 70 cents.Interesting to see if the quarterly shows profits of $500M for this quarter. Which is more 50 cents in earnings per share for 3 months. Coal is printing money...who would have thought?

$AMP LIMITED(AMP.AU)$slowly slowly to 52 week high.

$AMP LIMITED(AMP.AU)$Still cheap. Buyback and capital return to come. Dividends to be reinstated.The future is bright. Streamlined company is now a bank and wealth manager.

True Colors USA and the West. The End of the USD.Today the USA and Allies have decided to confiscate Russian oligarchs assets for reconstruction of Ukraine.I think this is a show of the aging empire the United States and Europe. The US are Trillions in debt and they continue to grow their debt by reckless military spending and money printing.Yesterday it was Afghanistan taking the Tresury reserves when they left and Freezing Russias foreign Reserves in overseas accounts. Freezining Oligarchs money in America.Today the USA plans to seize and sell assets of individuals oligarchs. What is the next the seizure of assets of rich and middle class peoples assets from Russia? Tomorrow who is next the Chinese, ASEAN countries, Africans, Indians, Pakistans. These are the signs of a nation

$AMP LIMITED(AMP.AU)$Run AMP Run...Collimate Capital has been sold instead of demergered. Total value extracted is $2B-2.5B.Not bad for company with Mcap of $3B a few days ago.Dividends and buybacks are back on the table.