Startmeup

Ok I'll kick it off to get the ball rolling. I won't go too deep into the thesis of these a brief outline. 1 - WHC - Whitehaven coal - Price $7.70 - ASX listed - $A6.5B MC Recently acquired assets from BHP that will more than double their coal production in Queensland Australia. Will go from being an almost fully thermal coal producer to predominantly met coal producer. Didn't use any equity to acquire the assets yet the MC has barely increased since the acquisition. Near term catalyst of selldown of 20-30% of newly aquired assets to pay off existing $1.4B in debt and resume buybacks and increase dividends. Fully franked dividends so no withholding taxes for foreign investors. 2 - ADT - Adriatic metals - $4.56 - ASX listed - Circa $A1.3B MC Commissioning ongoing in Bosnia, first production over the last few weeks ramping up throughout the year. A risky stage of mining investment but if they can pull it off the stock should do well. High grade precious metals and Polymetalic project. Big silver producer so if your bullish PMs especially silver this has good torque to upside there. 2 - B2G - B2 Gold - $2.55 - NYSE - $3.3B MC Stock is close to 52 weeks lows despite gold at all time highs. One of the world's biggest producers has had issues in Africa with government implementing a new mining code and its weighing badly on the stock. If some resolution can be reached that will lift some of the handbrake off thats weighing it down. Great management, building a new mine in Canada right now, 6% yield, close to debt free. Not alot has to go right for this to be re-rated. If gold goes higher that would be great but they dont need higher gold prices to be spitting out cash next year. On the lower costs producers globally. 2024 is a rebuilding year will go from circa 850k oz to 1.2-1.3m oz next year is what the company says.

I might start this thread yearly. Bit late to the mark this year as Im smarter and wiser now than I was in Jan 2024 when I didn't have this idea come to me. We can review at year end 2024 to see who can gloat a bit or alot or who gets their head dunked in cold water to waken them up from a terrible pick to choose wiser in the year ahead. SO go on then, what is your top 3 stock, crypto or other picks from now until year end that you think will give you the best returns. Name three stocks and give the ticker and the price today and an explanation of why you are bullish on that stock. Of course nobody on here can give anybody else investing advise unless you are a profession advisor. Nothing in this thread is investment advice, This is just a game for fun, a bit like fantasy football, Let's keep it that way.

The LTR is only a good option for a specific subset of people. Highly qualified, masters degree types, working for a listed company overseas, niche areas. Not many people apply/qualify for it outside the category of those 50 years old or older with good income. The ones on retirement visas are ones with lower income otherwise the LTR is a no brainer. Its easily the best visa for Thailand if you are over 50 with >$80k p.an income. If you under 50 you have to invest $500k in Thailand along with a min income requirement of $80k. For those over 50 you only need $40k proof of income if you invest $250k otherwise $80k with no investment. It doesn't make much sense for somebody under 50 to go with the LTR compared to the elite unless you are totally set on Thailand and plan on buying a nice place here to live in. That or $500k isn't material to your net worth. That $500k investment into Thailand could be invested elsewhere and it would pay for a 10+10 year elite visa in a lowish risk investment in the space of three years. There are personal situation that need to be considered for any visa

Why is it when a foreign person is involved in alleged wrong doing there is almost always video footage. Very confronting. The video is often cut off short at both ends, it's just enough for you to see and back up the headline allegation and form the opinion that the headline is accurate. Rarely so when it's a Thai wronging a foreign. You will get a still photo or maybe nothing at all. Exact same with the two Kiwis who "assaulted" a police officer. A nicely edited video that doesn't look good on the two chaps. Oh ya for all you idiots out there, this is assault, whether it was deserved or not due to theft I dont know. There is no excuse for theft or assault in a perfect world but actions have consequences. This is not restraint like the two Kiwis were shown doing in the perfectly edited to portray one side of the story video.

Alot of them seem to hate life. Driving around with no respect for other road users. Foot to the floor, look at me Im an invalid make way. I dont think its a case of that they think they own the road I think its that they are so angry with life and their situation in the world that they dont care if they get hit. Until they do.

The helmets here break like an egg. There is no testing here like in Australia, US and elsewhere. Anybody who has any proper biking experience would be aware of this. Most of these folks would import helmets from abroad. I could go and open a helmet manufacturing shop tomorrow if I wanted. All new lightweight paper mache helmets, Made in Thailand. Super lightweight Make you go 20% faster. Id probably get some incentives by the government too for providing jobs.

Prices have been rising all the time. It was prob about 500k when you bought it? Nice investment.

I dropped my passport to a local law firm 10 mins from my place on a day when I was travelling close to their office. 90 day report done and ready to be picked up the next day, I picked it up a few of days later. Didn't have to go near immigration. Nothing to pay. Couldn't have been easier.

This is a very busy road in Rawai. Restaurants, cafes and accommodation dotted all along the road. It's close to a very sharp bend where traffic comes to a standstill most of the time. The bike looks to be going quite fast given the location but it doesn't matter how fast he is going the car cut right in front of him and the bike didn't come out of nowhere, the car is at fault. Hopefully the driver makes a full recovery and is compensated for his hospital bills, loss of earnings and repairs to bike.

I paid 1m for a 20 year visa and it includes 1, 2, 7 and 8. Not able to transfer ownership. Looking at the price points for the current visa offerings now under the elite program then this price makes sense. It costs 2.5 million for 15 years today. The visa that is being sold here would have been a great investment at the time given you can transfer ownership. None are transferable now. It probably makes more sense to buy this than what available at this price point or with a bit of negotiating.

Why do you think someone would pay 3.4 million for this visa? The extras when I looked into it in the past are very limited and don't add much value. Unless you were an avid golfer and were happy to play at the same (included) course day in day out then maybe it adds some value.

"potential deportation" otherwise known as how deep are your pockets?

Disgraceful whats happening to these fellas. What else can they put in the headline for charges? What did they rob/assault? the policemans gun after he attempted to draw it on them, luckily they acted quickly or it could have been much worse. There was no assault, If there was we would see photos of policeman black and blue and lying on a hospital bed. There is nothing of the sort. Attempted bribery, exactly what the policemen was chasing them down for, money. The bike was rented, they were not the owners of the bike so surely thats an issue for the bike rental company. ive rented many bikes in Thailand and never once have I checked to see if it was registered.

All the points he is making is referenced in that article to third party sources such as the DOE, IEA, natural history museum etc. Doesn't look to be untrue or misleading if it is then it's those third parties being misleading?

I wonder when the climate change vaccines will be launched to protect us from "global warming" oh no wait its not global warming anymore they had to change that its climate change now lol. Brilliant

https://robertbryce.substack.com/p/teslas-turmoil-the-ev-meltdown-in?utm_source=post-email-title&publication_id=630873&post_id=143793696&utm_campaign=email-post-title&isFreemail=true&r=parw0&triedRedirect=true&utm_medium=email

It's not hard to comprehend why this stuff happens. No excuse for it of course but They are driving around sucking in all that pollution everyday. High stress environment, living day to day probably sleeping for a few hours here and there when they cant continue and highly likely they are taking at least Kratom to work longer hours if not Yaba on top. It's enough to turn anybody psychotic. Tough existinece

Im not a tipper, its an American thing but I'll tip if I feel the person deserves a tip. Massage place I will drop 100 on a 300 bill because it's an older lady who does a great job. They should charge more than 300. If the service is good in a restaurant I will usually tip. Normally this is in a fancy place, could be 100-200 baht tip. Other times in a restaurant I'll leave the coins or a bit more, same with beers. A bellboy never in my life. I can wheel my own bags but if you want to take them off me and roll them up to my room thats great. Needed to move a fridge a few weeks ago 300m and asked the neighbour if he can help with his Ranger. Very helpful. Gave him 500 baht. He was chuffed dont think he expected anything. Barber costs 170, I leave 200, they do a good job. My room gets cleaned weekly, I leave 50 baht on the bed each week for her. It would be nice to think others do the same to bump up her income but I doubt it. I might start leaving more. Anyway the way I see it is it's enough for her to buy a noodle soup when she finishes work. Ive been finding im tipping more and more the longer im here

I think at least an 8-10% yield would be required given the available returns in other asset classes nowadays. Why did you decide to invest in Cambodia and what locations would you recommend?

Tesla making some cut back in China now also

The desert of Dubai is flooded from their cloud seeding activities right now. Dozens of countries do cloud seeding. Im sure thats got nothing to do with climate change though!! Thats because of cow farts and V8s. Clown world.

How can mineral/spring water from the shop be RO water. I dont think thats accurate, that defeats the purposes of it being mineral/spring water. All I drink right now is bottled water but i want to filter out any microplastics/other that comes from using bottled water. Plus It's a pain in the ass buying 2 x 8 1.5L pack bottles of water every week.

I prefer healthy water over good tasting water. I would chug a half litre of water down in 10 seconds, taste is not a concern for me. Ive also heard others say they prefer the taste so It seems to be subjective.

Yes single point, to use at one sink for drinking and cooking use. I was looking on home pro and I notice some differences. This one says 3 filtration stage and 2 filter. 0.0001 micron filter https://www.homepro.co.th/p/1171420 The one below says a five stage filtrations system which im guessing is probably not different to the 3+2 above but comes much cheaper https://www.homepro.co.th/p/57811 If im not mistaken UV treatment is to kill bacteria but these systems say they will filter out bacteria? This would be for use in temporary accommodation and I dont think UV would be?