Retired and sailing the oceans. Views are my own and not investment advice

Sydney, New South Wales
Joined June 2010
$HGRAF The future of materials science is graphene
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No two photographs describe the decline of this country better than these two
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Here’s why I hate warrants attached to issues. Warrants have a value, sometimes a significant value. It’s most often the case that when a company issues units that include warrants the stock quickly drops to the price of the units minus the Black-Scholes value of the warrant. This is because funds (often fast money hedgefunds) love to buy unit deals, flip the stock and keep the warrant. So they eliminate downside and keep upside. This drop is a punishment to those that didn’t get good fills on the units or couldn’t buy them because they are not institutional / high net worth investors or they are in a jurisdiction where the units can’t be sold. If management teams believe they need to raise capital, then fine….do what you think is best. But, don’t play these warrant games. I hate them. There’s clearly a significant cost / value to them. Maintaining a loyal retail following is key. Giving people confidence that you’re not going to burn them with a fat warrant deal that they will miss out on is important. I’d much rather see an issue at a discount to market but straight equity. If people buy the deal and flip for a tiny gain and it cause the stock to drop and touch the deal price….again, so be it! At least this gives all investors a chance to buy the dip and stay on somewhat of a level playing field. It’s also important to do this price discovery exercise with a companies broker and potential institutional investors. You WANT investors that want to hold the stock. You DON’T WANT hedgefunds that just want to flip the stock and get free warrants. I’ve been extremely outspoken about my position when it comes to warrants over the years. If issuers want to keep me a shareholder I encourage them to never issue warrants. I’d like to be clear on this… crystal clear.
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You know, take the week. Or the month. Scratch that. How about never going on social media again? While you’re at it you could stop trying to censor it. Doing both might help your mental health. I genuinely mean that
Tomorrow, I’ll be unplugged from my social media channels. I’m doing it for Mac Holdsworth. For every Australian child who’s encountered online harm. And for the parents who deserve a safer digital world for their kids.
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Albo’s morally despicable because he continues to lie about the capital gains tax changes. Treasury have told him it’s a dog of a policy with a 70% effective tax rate on shares. Yet he pushes on regardless for political reasons, destroying the economy.👇xitter.cf/OsherFeldman/status/20…
One minute. One ad. Total demolition. 🔥🔥
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Thermal Coal - $NCF Will it break out for good this time? $COAL - Coal ETF, mix, high energy cost
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You’re not angry enough.. snowy 2.0 isn’t even a net power generator.. it consumes more pumping shit uphill than letting it back down.. but this cost won’t be captured as a “transition cost” and the unreliables will be deemed the cheapest power source cos reasons
Energy Minister Chris Bowen says he'd much rather have the cost blowout on Snowy 2.0 than cough up extra on nuclear. He's trading blame with Angus Taylor as the country's biggest green energy project spirals into its biggest engineering headache.
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Who else thinks Peter FitzSimons is a complete hypocritical shit-bag?
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Founder: "The fibre is temperature-regulating. Warm when it's cold, cool when it's hot, on its own." Investor 1: "Battery?" Founder: "None. The structure traps air and lets moisture out as vapour." Investor 2: "Flame rating." Founder: "Won't ignite below about 570 degrees. No treatment. It puts itself out and leaves no melt." Investor 1: "Odour." Founder: "Antibacterial. Wear it for a week, hang it up, it's fine." Investor 3: "Wet performance." Founder: "Holds a third of its weight in water before it feels damp, and keeps you warm while it does." Investor 2: "End of life." Founder: "Bury it. Soil in a year or two. It's nitrogen." Investor 1: "Production." Founder: "The unit grows the fibre on its own body over twelve months, outdoors, on grass. We harvest it in about two minutes. The unit walks off and starts again." Investor 3: "Walks." Founder: "Also lambs." Investor 2: "Raw material cost?" Founder: "Rain." Investor 1: "Who's the competitor?" Founder: "Polyester. Made from crude oil, melts at about 250 degrees, sheds plastic into the sea every wash, and lasts centuries in a hole." Investor 2: "And yours is cheaper?" Founder: "British farmers currently get about the cost of the shearing for it. Some burn it in the yard." Investor 3: "This is wool." Founder: "This is wool." Investor 1: "Why are we only hearing about it now?" Founder: "You've been wearing the competitor for forty years. It had a better marketing budget and no sheep."
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The Economist cover remains undefeated.
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Well said Will; a genuine beacon of light amongst our young👇 xitter.cf/ShackelWill/status/211…
There's this myth that Australians don't support nuclear power. ㅤ New polling shows that nearly 2/3 believe we should consider it, including 48% of Labor voters. ㅤ Our ideological nuclear bans must go.
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European gas vs Newcastle coal - where one goes the other is sure to follow $VET.TO & $NHC.AX, $YAL.AX, the important point is that the forward curve is re-rating as well and that is what drives these companies as now they can lock in great forward prices 🚀
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THIS SHOULD END ALBANESE’S LEADERSHIP. It’s getting huge traction on my insta & facebook. It’s a massive story. All we can assume is mainstream media are silent because Labor Government have bought them with money they have added to taxpayer debt. It would be sad to be a main stream journalist in Australia in 2026.
REVEALED: It looks like every major mainstream media journalist must have been issued the Haines Dirt Sheet instructions by Albanese’s office How do we know? Because they’ve all ***diligently responded by censoring the Haines Dirt Sheet story*** No media outlet in Australia has covered the Dirt Sheet other than News24 and the Daily Mail, who to their credit, broke the story The contrast of Helen Haines’ personal integrity - to a Prime Minister who is actively targeting her - is why this is snowballing It’s not going to go away. Surely the Prime Minister will apologise to Helen Haines, her family and her community. To not do so, knowing full well they all know his office was plotting against her, adds to their terrible suffering The media are all going to look like complicit fools, if they continue the cover up @abcnews @smh @theage @GuardianAus @SBSNews @Channel9 @Channel7 @Channel10AU @sunriseon7
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“This post needs to go viral – NOW! So, as you might have heard, Australia’s controversial Digital ID bill was recently passed in Federal Parliament. And no, this isn’t about logging into Medicare “more easily.” This is the wet dream of every power-drunk bureaucrat who’s ever fantasised about tracking what you eat, watch, spend, say – and even think. Labor rammed it through with help from the Greens and Jacqui Lambie, while the likes of Pauline Hanson, Malcolm Roberts, Matthew Canavan, Ralph Babet, Alex Antic and Gerard Rennick strongly opposed it. Experts lined up to say it was dangerous. Legal groups shredded it. Privacy advocates screamed. The public wasn’t consulted. But they damn well passed it anyway. This bill is not about “protecting your identity” – it’s about owning it. Without a digital ID, you will eventually have no access to a bank account, cash, Centrelink, MyGov, flights, fuel, medication, voting in elections, and even receiving parcels in the mail. And you can kiss goodbye to ever renting a home, owning a car, using social media, shopping online, accessing the internet at all, having a phone number, and buying groceries. They say it’s “voluntary” – just like MyGov was “optional” until 10 million Aussies were forced into it just to access basic services. Just like the COVID-19 vaccine was “optional” until those who resisted found themselves locked out of society for months for not being up-to-date with their boosters. It’s coercion and blackmail with a friendly smile. And now that this thing’s been jammed through Parliament, the tech giants are lining up like pigs at a data trough. They’ve already got your search history, your online purchases, your late-night Instagram habits, and every whispered “Hey Siri” or “OK Google.” Now they get to attach all of that to your real name, address, and government-approved ID. That “anonymous data” you thought was floating harmlessly in the cloud? Not anymore. Your Woolies reward card is now part of your permanent “consumer profile.” Your YouTube comments? Traceable. That shady dating app you thought was private? Good luck with that when your real ID is stitched to everything you do online. Privacy’s gone, and it’s not coming back. And let's not pretend this data won't be regularly hacked, leaked, or sold to the highest bidder. And when the system inevitably fails? One blackout, one outage, one “oops” from some contractor, and you’re digitally locked out of your own life, while some AI bot in a call centre tells you to try turning it off and on again. The committee that was supposed to scrutinise this bill was a total joke. They ignored almost every expert submission, skipped past glaring privacy failures, human rights concerns, and technical red flags, and still gave it the green light. It wasn’t an inquiry – it was a rubber stamp for the surveillance state controlled by foreign nations. Every politician who voted for this has just helped build the scaffolding for digital tyranny. This is the infrastructure for a fully centralised, always-on tracking system. They’ll say it’s for your safety. They’ll say it’s about efficiency. What they mean is: now they know who you are, where you are, what you’re saying, who you’re saying it to, and how to shut you up when you speak too much truth. #This isn’t progress – it’s control, plain and simple. What we’re seeing isn’t some harmless upgrade – it’s China-style social credit wrapped in an Aussie flag, and you can bet the CCP is watching on proudly, noticing how we've finally caught up. #StephanieMessenger
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How do you improve seal durability under extreme pressure and thermal cycling? HydroGraph's Fractal Graphene™ FGA-1-enhanced PEEK helped W.T. Johnson achieve up to 34% less wear and 61% lower friction, extending component life. 📖 hydrograph.com/wp-content/up…
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This was never a test of national character. It was a test of Albanese’s character. And it has exposed him as nothing more than a shameless hypocritical, self-serving political grub — utterly unfit to be Prime Minister. First, he knows he is highly exposed over the grubby political hit job on Helen Haines — the dirt file his office shopped around as revenge after she called out his corruption and the Marrickville Golf Club scandal. He will say or do anything to try and distract from that. Second, like every cynical leftist operator, he will never let a tragedy go to waste. Albanese is coldly exploiting the attack on Haines to push his anti-free-speech agenda to silence his critics with the disgraceful ‘Digital Duty of Care Bill‘.
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You can look at all the data from the $hg $hgraf studies with universities and the GEIC as well as their own publications in major journals. You can see for yourself they got epa, eu and uk approvals. As well the major production plant deal with western gas. You can see that graphene has now been added by congress as a critical material / mineral. You can play with Ai and as a million questions and then use an Ai to ask a million more of another Ai. lol. But by far…. It’s not even close. The most compelling thing is when I look Dr Chris Sorensen in the eyes and he tells me that this graphene is going to change the world. National Professor of the year. He’s one every award a scientist and teacher / prof can win other that the noble prize (which he deserves) The guy is a Vietnam vet. Upstanding citizen of unimpeachable reputation. He’s pushing 80 years old. He don’t give a shit about money. He’s all about honour and integrity. So when he tells me that this graphene is gonna change the world….I damn well listen. He also loves the scene from the movie ‘The Graduate’. Where the older man whispers to Dustin Hoffman. “One word: plastics” Sorensen says… ‘one word: graphene’. There’s a great future in graphene youtu.be/PSxihhBzCjk?si=aWyC…
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I didn’t know about Helen Haines before the horrendous attack on her. Violence is never the answer. Here she is talking complete sense. Not partisan. Just against corruption. @AlboMP used taxpayer money to try to end her political career after she spoke out here. Only a few weeks ago. That’s a fact. On Monday night he called her ‘a beacon of light’, a person of ‘the highest integrity’. All Albanese cares about is votes. He should resign today.
𝗛𝗘𝗟𝗘𝗡 𝗛𝗔𝗜𝗡𝗘𝗦 𝗔𝗡𝗗 𝗣𝗔𝗨𝗟 𝗠𝗨𝗥𝗥𝗔𝗬.. 𝗗𝗥𝗔𝗜𝗡 𝗧𝗛𝗘 𝗦𝗪𝗔𝗠𝗣. #𝗟𝗔𝗕𝗢𝗥 #𝗔𝗟𝗕𝗔𝗡𝗘𝗦𝗘
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Replying to @lukester588
Would be nice if we get a good hammer candle as this month comes to a close.
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Replying to @TheSqeakyMouse
Remains to be seen if it can have a positive October and make a very nice candle
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