$South32 Ltd (S32.AU)$ all in

$Fortescue Ltd (FMG.AU)$ continues to push ahead, making me wish I'd grabbed a bigger piece of that pie 🥧
without DRO hitting red territory I'd be in a better position, overall %+ but took a decent hit.
$South32 Ltd (S32.AU)$  nice surprise.. I'd valued it personally 3.5-3.9 short term but thought it may take longer (which in hindsight was a silly trade to make on comp rules- time is always running out!)  will rethink that strategy and apply it more to regular papert...

One of my bigger shifts against my usual style,for real and papertrade,  was looking st $Fortescue Ltd (FMG.AU)$ on ex date, given iron ore prices are scraping bottom of barrell. However, a big drop ex date gave me an opportunity to get in around 16. Now around 19 so happy with results so far
$South32 Ltd (S32.AU)$
watching this for some time now..... figured if I don't get in now I may regret hehe.

I'm a long time $South32 Ltd (S32.AU)$ shareholder, and usually a keen S32 buyer, but the past couple of weeks have been actively buying parcels of $BHP Group Ltd (BHP.AU)$ under $40. At two year lows it feels like an excellent place to build a position. It's too tempting for me to refuse!
I can understand why people are holding or selling bank shares but goodness only knows who is buying them at current prices. I sold mine and bought more BHP last week.
BHP has multiple avenues towards being high...

Thanks to the ban on RUSSIAN ALUMINUM going through the COMEX and LME, South 32 ( $South32 Ltd (S32.AU)$ ) rallied 4.5% and Alumina ( $Alumina Ltd (AWC.AU)$ ) put on 6%.…Elsewhere, I was a little surprised fundies weren’t coming in hard for our OILERS – Woodside ( $Woodside Energy Group Ltd (WDS.AU)$ ) only put on 0.3% and Santos ( $Santos Ltd (STO.AU)$ ) added just 0.9%….Got to say that STO looks more than ready to break out and we could even see WDS return with a better takeover offer.

This morning on Ausbiz: I coverd the the open: US tech rebounds & ASX to rise.
Meanwhile on TickerTV I spoke about the upside vs potential further downside with CrowdStrike $CrowdStrike (CRWD.US)$Sign Up | LinkedIn
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Here are some rough notes
Overnight in the US the risk on-switch was flicked.
Bloombergs Markets Live Pulse survey expects earnings to reinvigorate the S&P...

South 32 ( $South32 Ltd (S32.AU)$ ) shares fell 12.5% after the miner wrote down the value of Worsley Alumina refinery in WA by $581 million due to the government imposing a fresh set of environmental conditions that could render the operation uneconomical. S32 is appealing the decision….Political risk is certainly on the rise in Australia.
I cut the below from a recent strategy update….
South 32 thought they were being a good little woke mining company by divesting their MET COAL business, but t...

$South32 Ltd (S32.AU)$Singaporean consortium secures $850m for South32’s Australian coking coal