Discover and read the best of Twitter Threads about #VirtuousCircle

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"Listening well entails perceiving others as individuals with valuable and credible knowledge of their experience, and engaging in communication that does not discount or distort what is meaningful to both parties. -- Rosa Ritunnano @RRitunnano greeneracresvaluenetwork.wordpress.com/2022/06/10/dai…
A huge Atlantic ocean current is slowing down—if it collapses, La Niña could become the norm for Australia
theconversation.com/a-huge-atlanti…
#ClimateChange, #LaNina, #AtlanticMeridionalOverturningCirculation, #CurrentSlowdown, #GlobalConsequences
Read 13 tweets
Taseko is lower risk because it already has very profitable and stable mine up and running (understand that last quarters were distorted from highgrading during covid followed by lowgrading as copper recovered).

Next big de-risker is when Florence starts according to plan.
Florence is fully financed and will be a silly profitable mine throwing off gigantic amounts of cashflow. This will then make Yellowhead Capex fairly easy to finance gradually starting say Autumn 2023.

#VirtuousCircle
IF New Prosperity re emerges that could replace Yellowhead as next after Florence and all my calculations would be wildly off. Copper production could be as planned but company cost would negative per pound.
Read 7 tweets

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