Julian Babarczy (@jigsawjulian) 's Twitter Profile
Julian Babarczy

@jigsawjulian

Private investor, company director, hunting for unique, high conviction investment opportunities. Always optimistic - life’s much more fun that way! Not advice

ID: 1238295798015655936

linkhttps://jigsawinvest.com.au/ calendar_today13-03-2020 02:48:30

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Julian Babarczy (@jigsawjulian) 's Twitter Profile Photo

It's pretty clear why one has a better actual customer experience than the others.... Comparing Tesla's Spending on R&D and Marketing Per Car to Other Automakers visualcapitalist.com/comparing-tesl… Tesla Elon Musk #EVs

Perpetual Resources (@perpetualpec) 's Twitter Profile Photo

Our Executive Chairman Julian Babarczy caught up with Stockhead to discuss the robust & growing demand for high grade silica sand. “The emergence of the PV solar cell cover market, which needs very low iron sand, is only making the market tighter.” $PEC stockhead.com.au/resources/sand…

Perpetual Resources (@perpetualpec) 's Twitter Profile Photo

Hear our Executive Chairman Julian Babarczy give an update at the NWR Communications Resources Series next Tuesday 26th October, 1.35pm AEDT. Register for the presentation here: bit.ly/3B8Pufo $PEC

Simon Moores (@sdmoores) 's Twitter Profile Photo

Great chart showing potential EV. On the basis these are pure EVs, 1.6m vehicles would need at least: 120GWh of annual lithium ion battery supply. Selling larger EVs - trucks, SUV - this will need up to 180GWh of battery supply. Caveat: Capacity ≠ Supply. Benchmark Mineral Intelligence

Dataworks Group (Formerly IXUP) (@dataworksgroup) 's Twitter Profile Photo

Our Managing Director and CEO Marcus Gracey presents IXUP's recently released investor presentation | Click here to check out what we've been working on: youtu.be/5Xbu9BUFdTk $IXU

Our Managing Director and CEO Marcus Gracey presents IXUP's recently released investor presentation | Click here to check out what we've been working on: youtu.be/5Xbu9BUFdTk $IXU
Dataworks Group (Formerly IXUP) (@dataworksgroup) 's Twitter Profile Photo

Every business is now a data play. To win, you'll need to play hard and leverage data as a competitive advantage. You’ll also need to address the risks. IXUP | Learn more: asx.com.au/asxpdf/2021110… $IXU

Every business is now a data play. To win, you'll need to play hard and leverage data as a competitive advantage. You’ll also need to address the risks. IXUP | Learn more: asx.com.au/asxpdf/2021110… $IXU
Dataworks Group (Formerly IXUP) (@dataworksgroup) 's Twitter Profile Photo

IXUP officially enters the New Zealand market with a newly announced partnership with Beyonde Ventures, a specialist in specialist marketing services in relation to customer loyalty programs | ASX announcement: asx.com.au/asxpdf/2021112… $IXU

IXUP officially enters the New Zealand market with a newly announced partnership with Beyonde Ventures, a specialist in specialist marketing services in relation to customer loyalty programs | ASX announcement: asx.com.au/asxpdf/2021112… $IXU
Perpetual Resources (@perpetualpec) 's Twitter Profile Photo

We are pleased to release a copy of the address to be delivered by our Executive Chairman Julian Babarczy at today's Annual General Meeting: bit.ly/3p20oPW A copy of the latest investor presentation is available here: bit.ly/3E3kP5y $PEC

We are pleased to release a copy of the address to be delivered by our Executive Chairman <a href="/JigsawJulian/">Julian Babarczy</a> at today's Annual General Meeting: bit.ly/3p20oPW

A copy of the latest investor presentation is available here: bit.ly/3E3kP5y

$PEC
Dataworks Group (Formerly IXUP) (@dataworksgroup) 's Twitter Profile Photo

IXUP has a new playbook for data collaboration with sensitive data. Businesses must collaborate with their data to compete - IXUP’s technology offers greater leadership accountability to manage the risks in the Big Data Economy asx.com.au/asxpdf/2021110… $IXU

IXUP has a new playbook for data collaboration with sensitive data. Businesses must collaborate with their data to compete - IXUP’s technology offers greater leadership accountability to manage the risks in the Big Data Economy  asx.com.au/asxpdf/2021110… $IXU
Perpetual Resources (@perpetualpec) 's Twitter Profile Photo

Beharra test work confirms exceptional white sand impurities: bit.ly/3plUt8v Updates will be provided shortly on the Beharra project study pathway. $PEC

Perpetual Resources (@perpetualpec) 's Twitter Profile Photo

Our Executive Chairman Julian Babarczy caught up with Proactive Australia's Andrew Scott to discuss the application for the Beharra West Exploration License, located 3km west of our flagship Beharra Silica Sand Project in Western Australia. Full interview: loom.ly/rr1q5bc $PEC

Simon Moores (@sdmoores) 's Twitter Profile Photo

We’ve seen this before, we will see it again. Goldman Sachs: you can’t just add up all the #lithium mine level potential & make an oversupply call The speciality chemicals world is more nuanced than iron ore It’s why the world doesn’t rely investment banks for research any more

Simon Moores (@sdmoores) 's Twitter Profile Photo

#Lithium Prices. Benchmark’s Weekly Lithium Price Assessment for EXW China grades “Lower end of lithium carbonate sees slight uptick in prices while higher prices remain steady” benchmarkminerals.com/lithium-prices/

#Lithium Prices. 

Benchmark’s Weekly Lithium Price Assessment for EXW China grades 

“Lower end of lithium carbonate sees slight uptick in prices while higher prices remain steady” 

benchmarkminerals.com/lithium-prices/
Julian Babarczy (@jigsawjulian) 's Twitter Profile Photo

How much graphite was mined in the US last year? Not enough to fill a pencil. In fact, the US hasn’t mined any since the 1950s. Not a great starting point for US to enter the looming battery minerals arms race… #graphite #ev #batteryminerals moneycontrol.com/news/opinion/a…

Ian Zhang (@mastermines_cn) 's Twitter Profile Photo

#Graphite Data from #China Based on our calculations - China imported ~165kt of graphite in 2022, up 184% vs 2021's 58kt. We're a long believer that #battery chemistry swinging back to LFP, carrying natural graphite growth along with it. LFP works best with NG.

#Graphite Data from #China 

Based on our calculations - China imported ~165kt of graphite in 2022, up 184% vs 2021's 58kt.

We're a long believer that #battery chemistry swinging back to LFP, carrying natural graphite growth along with it. LFP works best with NG.