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clock Created with Sketch. 21/02/25
12:22
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Originally posted by Red Dirt Dan:
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The only thing i have found is a report from RIO, MIN and FMG which hits sentiment, how ever Trump telling Zelensky the truth about everything has the market spooked, i see no material change in business, i called my mates in BHP and they said the usual "can not find staff for future up ramping in cycles"...which means, all equipment must be out of fitters huts and they need new bumbs on seats to operate them. Also it is seasonal, so base loads and ports are runing thin hence commodities pricing is not bad, better than i expected.
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Trump is massive Joker card in the deck, you never know when it is going to be played and screw up your hand.
(20min delay)