TheOGIanHollins
@OGIanHollins
Wolrd's best commodity trader (retired). Trim-aficionado. Living it up in Indonesia. parody acct
IHC will be closing our Paris office. This judgement makes it impossible to operate a business like IHC under these regulations. Make Sleeping with your secretary Great Again! @IanHollinsWhale @RealFreddyBrick
FRASER ("DADDY") YOU AND @ALDERLANEEGGS PRETEND TO HOPE FOR THE DEATH OF SMASH AND GRAB BUT HOW WOULD YOU MAKE THE LAMBO RENTAL PAYMENTS IF IT DIED HOW WOULD MARC PAY HIS LEGAL BILLS (HIS INSURANCE WON'T) CHEYNE CAPITAL IS NO LONGER BACKING YOU PLEASE THINK FIRST MASTER
This is fantastic venture even if led by our competitor in creative deal closing at Glencore. However IHC has the royalties so we are happy with their success as we get paid first!
Glencore's Kamoto Copper Company welcomed DRC Prime Minister Judith Suminwa Tuluka. The visit reaffirmed the importance of collaboration between industry and government to advance responsible and sustainable mining practices in the DRC that can drive long-term value.
Grabbing lunch at the greatest spot in NYC, very sad no one’s heard of IHC, they will NOT be getting an invite to the next years rager, that being said I will be looking for our next great short idea after this lunch.
HMRC @IanHollinsWhale
What is preventing you from moving to London?
Nothing. This is haute British cuisine perfection @RealFreddyBrick
What are you adding to this?
Many people are concerned about this character spotted recently. I can confirm there is nothing to worry about. My mate got a bit overly refreshed this weekend at the dog and duck @IanHollinsWhale @RealFreddyBrick
Already own most of the copper royalties globally. So I’d play it by raging EVEN HARDER @IanHollinsWhale
Suppose copper starts a major bull run here. What's your favorite way to play it?
Has to be my mates local in Lincs, the Dog and Duck
Name a place in the UK that’s worth visiting.
It is a very good thing all private allocators were prescient and avoided lending to mid market saas. Oh wait…@IanHollinsWhale
The reason mid cap SaaS is struggling is not because some enterprise is going to vibe code the same point solution, it’s because now the platforms that dominate can move 20x faster and bundle it for nothing. Structural pricing pressure and uphill battle on distribution
This is what happens when you do not pay your mining royalties on time. @IanHollinsWhale @RealFreddyBrick
The reason mid cap SaaS is struggling is not because some enterprise is going to vibe code the same point solution, it’s because now the platforms that dominate can move 20x faster and bundle it for nothing. Structural pricing pressure and uphill battle on distribution
Glad to hear my not very wealthy mate Puffy is having some relief in his trial. His presence at ragers has been sorely missed and our baby oil inventory is far too high. Ragers will host our mate again though under strict behavioural conditions @IanHollinsWhale @RealIanhollins1
IHC once again (as always) on the winning side of the trade. Small PNL for IHC but I guess more material for others
Daddy has finally been unmasked. Damn we were messing with the wrong guy @DaddyIanHollins @IanHollinsWhale @RealIanhollins1 @ianhollinsdroid
Grifols paid a higher price to buy blood plasma from an entity linked to its controlling family than from third-party suppliers, according to a regulator’s findings submitted in a court case bloomberg.com/news/articles/…