P J Bourke (@PatrickJBourke) header
P J Bourke (@PatrickJBourke) profile picture

P J Bourke

@PatrickJBourke

"Enjoying living was learning to get your money's worth and knowing when you had it" - Jake Barnes (The Sun Also Rises) Investor, focusing on the #ASX

 Australia
Joined February 2014
  • Tweets1.2K
  • Following1.9K
  • Followers196
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Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)
"Gretel," he said, "just wait till the moon rises; then we'll see the breadcrumbs I strewed and they'll show us the way home."
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NeuRizer Ltd would have its own source of #natgas to produce #urea in #SA, $NRZ $NRZ.ax #LeighCreek #NRUP #ASX
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@NeuRizerLtd releases its Q3 report - the long road to resuming trading on the #ASX winds on. No timing given for those outstanding reports. NRZ believes it has ~12 months of immediate funding (with another $1.1M of admin & corporate costs), $NRZ $NRZ.ax #fertilizer #natgas #coal
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
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@NeuRizerLtd were on the road at #IMARC2026 in Sydney in a category of their own, with Chairman Justyn Peters presenting, $NRZ $NRZ.ax #fertilizer #urea #ammonia #hydrogen #natgas #coal #ausbiz #ASX nitter.cf/NeuRizerLtd/status/211…
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
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Neurizer (@NeuRizerLtd) profile pictureNeurizer
@NeuRizerLtdNov 3
The Neurizer team at #IMARC2026 in Sydney. Three days of big conversations on the future of mining.
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A wonderfully muddled article from @FinancialReview's Chanticleer on inflation. Indebted households are hurting & reducing consumption. We are highly exposed to global shocks via oil/diesel, fertiliser & other inputs. Increase rates further or hope for another global tail risk
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afr.com//chanticleer/why-a-k…
Bullock’s sideways glance tells us more rate pain is coming

Bullock’s sideways glance tells us more rate pain is coming

Woolworths’ mince sales tell us households are bleeding. The RBA has little choice but to inflict more pain next week with a rate rise – will that really be it?

afr.com
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#RBA nitter.cf/RBAInfo/status/2117460…
Reserve Bank of Australia (@RBAInfo) profile pictureReserve Bank of Australia
@RBAInfoNov 3
At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.85 per cent. Read the full statement here: ow.ly/8zaP5103coK
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The #EU will need other sources of #natgas, like @energy_po's on and offshore prospects in #Italy, $PVE $PVE.ax #REPowerEU #ASX consilium.europa.eu/en/press…
Council and Parliament strike a deal on rules to phase out Russian gas imports for an energy secure...

Council and Parliament strike a deal on rules to phase out Russian gas imports for an energy secure...

The Council and the European Parliament reached a provisional deal on the REPowerEU regulation to gradually phase out Russian gas imports, with the aim of ending any dependency on Russian gas and...

consilium.europa.eu
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@energy_po releases its Q3 activities statement. Highlights include: -steady production of ~60,000 scm/d from PM-1, down slightly to manage a modest increase in water production -weighted average #natgas price of €0.69/scm -€2.5M operating cash flow (net), $PVE $PVE.ax $PVLEF
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
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Dutch TTF #natgas price shoots above €100/MWh in intraday trading for December and January and February next year nitter.cf/PatrickJBourke/status/…
P J Bourke (@PatrickJBourke) profile pictureP J Bourke@PatrickJBourkeSep 16
Replying to @PatrickJBourke @energy_po @qatarenergy @tommyr345 @thenightlyau @ProspexEnergy @GruppoHera @business @ADXEnergy_ @Reuters @EdisonNews @KevinBaileyCFP @that_stocks_guy @fbeirao
@business: '...There’s a risk European #natgas could approach €100/MWh this winter — about 20% above current levels — given sustained disruptions to Middle East supplies and Europe’s historically low storage levels... @PatAlvarezB said in a note.' nitter.cf/business/status/210016…
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A bright outlook for @redskyenergy, including potential for more acquisitions, $ROG $ROG.ax #natgas #SA #ASX
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No joy for @redskyenergy and the Willowie 2 well in the #CooperBasin, which will be plugged and abandoned. Investors await an update on Yarrow North 1. @SantosLtd, $STO.ax (80%) is the operator, #ROG $ROG $ROG.ax #oil #natgas #commodities #ASX #ausbiz
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@redskyenergy releases its Q3 report: -fracture stimulation & completion of Yarrow 4 & 5 expected in November -re-entry of Yarrow North 1 pending, with fracture stimulation also expected late November -Yarrow field generated $0.79M, #ROG $ROG $ROG.ax #natgas #oil #ASX #ausbiz
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Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
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Carnarvon Energy, $CVN #CVN + Strike Energy, $STX #STX -- AFR also picking up the story: afr.com//companies/energy/ca…
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Strike Energy Ltd Chairman Nev Power acquires another 1.8M shares on-market @ $0.11, $STX $STX.ax #natgas #energy #electricty #renewables #coal #WEM #ASX #ausbiz
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Image from P J Bourke (@PatrickJBourke)
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Strike Energy releases its Q3 activities report, with third party sales still propping up overall sales, $STX $STX.ax #natgas #energy #electricty #renewables #coal #WEM #ASX #ausbiz
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
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Image from P J Bourke (@PatrickJBourke)
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Let's go @ASXGCM, $GCM #GCM #ASX #graphite
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@ASXGCM releases its Q3 report. CEO Booth was quizzed on the US listing during the recent webinar (~38:30 mins). It's taking longer than expected and the commercial base is not there yet. The premature share consolidation just means the price has had further to fall, $GCM $GCM.ax
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
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$GCM.ax gcminerals.com.au/investors/…

Media

gcminerals.com.au
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Quiet achiever @WA1_Resources, $WA1 $WA1.AX #WA1 #ASX #Nb
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$WA1.ax
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Out of favour @WA1_Resources releases its Q3 activities report, with the Pre-Feasibility Study due later this Q4, $WA1 $WA1.ax #WA1 #WestArunta #niobium #Nb #ASX #ausbiz
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
Image from P J Bourke (@PatrickJBourke)
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$CSL afr.com//markets/equity-mark…
CSL’s largest investors bloodied but unshaken after sell-off

CSL’s largest investors bloodied but unshaken after sell-off

Shareholders such as DNR Capital have suffered from a plunging share price, but they explain why they’re sticking with the former market darling.

afr.com
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@csl faces a class action in its home State relating to 'its continuous disclosure obligations and representations allegedly made about its medium-term performance, expected FY26 revenue and net profit, and/or information about its likely FY26 performance.' $CSL $CSL.asx #ASX
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'McNamee is lucky the AGM was held in late October rather than early June... @CSL's five-month rollercoaster says investors might have almost forgiven CSL for its missteps, but they won’t have forgotten.' $CSL.ax afr.com//chanticleer/49b-in-…
$49b in five months: ASX giant’s stunning comeback must go further

$49b in five months: ASX giant’s stunning comeback must go further

CSL has pulled itself back from the brink, but there’s no room for complacency as a new leadership test arrives.

afr.com
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On @WoodsideEnergy's search for a new CEO, strategic priorities and #US expansion, $WDS $WDS.ax #lng #natgas #ammonia afr.com/companies/energy/woo…
Woodside’s ammonia plans face uncertain future under new leadership

Woodside’s ammonia plans face uncertain future under new leadership

Analysts and investors are querying whether Woodside’s $7.5 billion push into new energy, spearheaded by low-carbon ammonia, will remain a priority under new CEO.

afr.com
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Cutifani jumps ship from @WoodsideEnergy, $WDS.ax to #gold miner Northern Star, $NST.ax afr.com/companies/energy/mar…

Mark Cutifani says Northern Star a ‘better fit’ after Woodside exit

The energy giant’s succession planning to replace Richard Goyder is in disarray after the former Anglo American chief executive quit.

afr.com
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Scoop from @PeteMilne4 on @WoodsideEnergy, $WDS.ax, the WA EPA and the Browse #natgas project nitter.cf/PeteMilne4/status/2114…
Pete Milne (@PeteMilne4) profile picturePete Milne@PeteMilne4Oct 26
After 5 years of study, WA's independent environmental watchdog found Woodside's Browse gas project was an unacceptable environmental risk on multiple grounds. Read the confidential 2023 documents obtained by Boiling Cold in my story in The Guardian. theguardian.com/australia-ne…
Endangered turtles and ‘exceptional’ coral at risk from Woodside’s gas drilling in WA, watchdog says

Endangered turtles and ‘exceptional’ coral at risk from Woodside’s gas drilling in WA, watchdog says

Exclusive: EPA flags oil spill risk from proposed gasfield and threat to pygmy blue whales

theguardian.com
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