CrookedTimberGuy (@GuyCrooked) profile picture

“Out of the crooked timber of humanity, no straight thing was ever made.” — Immanuel Kant

Joined March 2021
Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)Photo by CrookedTimberGuy (@GuyCrooked)
Retweet if you want to see @christopherrufo and @mcuban debate the merits of DEI on the Triggernometry podcast.
Replying to @christopherrufo
I'll host it, @mcuban. This would be an awesome discussion.
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CrookedTimberGuy retweeted
Morgan Stanley reviews its commodity price pack and ups $WHC.AX from $5.60 to $7.75
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Japanese restarts #uranium
Japan’s Kansai Electric says it will restart its Takahama No. 1 and 2 nuclear reactors in June-July 2023 🇯🇵 ☢️ The units have already received local government approval. But they must complete construction of required anti-terrorism safety upgrades, which has delayed restart
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#Copper Goldman recapitulates $5 a pound copper price by end of 2021 mining.com/goldman-recapitul…
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Germany’s renewables experiment is over. By 2025 it will have spent $580B to make electricity nearly 2x more expensive & 10x more carbon-intensive than France’s. The reason renewables can’t power modern civilization is because they were never meant to. forbes.com/sites/michaelshel…
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Biden killed the Keystone Pipeline, but is waiving sanctions on Russia’s Nord Stream II. This coming less than a week after the Colonial Pipeline was hacked. Why does Biden believe American pipelines are bad but Russian pipelines are good?
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CrookedTimberGuy retweeted
Signpost 👇
"The Fed will have to monetize it. I believe it will have horrible implications for the dollar ... it's more likely than not within 15 years we lose reserve currency status," says legendary investor Stanley Druckenmiller.
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CrookedTimberGuy retweeted
Not bad. Cost below my fcst of $1,150 (@ $1,120oz.). AISC obviously won't achieve FS levels, though outside shot when mining turns to the Raven zone....Once Co can prove AISC sub $1,025/oz. +/- $25, should be taken out, esp w/250k oz. plan to be implemented.....
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CrookedTimberGuy retweeted
Looking forward to analysts getting up to speed with the #uranium sector and plugging all the recently announced extensions and newbuilds into their models
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CrookedTimberGuy retweeted
Exceptionally strong fundamentals. Free-cash-flow estimate for gold/silver miners continue to improve despite the recent correction in metals. Incredibly bullish. Major catch up in prices looks to be ahead of us.
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