The Brains Trust - 2024, page-1838

hi snout
adt $2.50?
long standing horizontal at $2.50
so about here if you want to chance your arm?
there is a bit of volume and a reaction underway
but holding off till their fa looks better

more interested in bhp
they cracked it today sub $40

if iron ore also cracks sub $100 then massive hammer on the cards

bhp gets hammered year after year about now

whc now $11. i waited until 60c and back in uptrend before buying

sfr was similar
same with ozl

whc coal macro seemed dead

sfr had to reinvent itself
adt needs a fair bit of work on its internals for mine
but no surprises if adt turns around here especially if silver spikes

bhp $32 would be nice but doubt will get there

remember china has promised a 5% cpi increase by end of year

things will look a lot more rosy then?
in the meantime the lower the better for a golden xmas

cheers buddy