Tecan Group Ord Share Chat (0QLN)

I keep hearing that the silos are still full in Ukraine, so whatever they harvest this year does not have much space to be stored in. This Economist story paints a bleak picture:

https://www.economist.com/leaders/2022/05/19/the-coming-food-catastrophe

I keep hearing that the silos are still full in Ukraine, so whatever they harvest this year does not have much space to be stored in. This Economist story paints a bleak picture:

https://www.economist.com/leaders/2022/05/19/the-coming-food-catastrophe

It would not surprise me if it is like the Twitter takeover... a spike and then the buyer finds a reason to walk away as markets get more stressed, and they get to look at the books.

after hours on thg
https://www.lse.co.uk/rns/THG/statement-re-possible-offer-ma74tpw0nl9ixdi.html

could be intriguing at 8am

Another extract:

'In addition, decarbonization efforts will spur demand for clean energy materials far beyond anything we’ve seen before. Transitioning from fossil fuels to clean energy does not absolve the world from the need for natural resources. In fact, the clean energy economy will be as reliant on natural resources as our current economy. It will just be a different set of resources. Instead of oil, coal, and natural gas, we’ll need lithium, nickel, cobalt, and manganese for our electric vehicle (EV) batteries, vanadium for our utility scale energy storage, silver and polysilicon for our solar panels, iron and zinc for our wind turbines, and copper for…well, just about everything.Copper will be the oil that drives the engine for a decarbonized economy. Four to fifteen times as much copper goes into solar and wind projects relative to comparably sized coal or natural gas power plants. EVs use three to four times as much copper as internal combustion engine vehicles. EV charging infrastructure, energy efficiency efforts, electric grid enhancements, and electrification all rely on heavy copper usage.To put the demand growth for clean energy materials into perspective, let’s look at Tesla. At its Battery Day last year, Tesla projected three terawatt hours of lithium-ion battery capacity needed in 2030 for the EVs and storage they expect to produce. To reach this target, Tesla alone would gobble up approximately 75% of the world’s current nickel production and four times the world’s current lithium production (see Exhibit 1). These numbers are astounding enough, but when one considers that EVs currently represent just 15% of global nickel demand and about 45% of lithium demand and that Tesla will likely be producing only a small proportion of the world’s EVs in 2030, the implications are staggering. Clean energy materials companies will make a lot more money in the decades to come than they ever have both because they will be selling a lot more metric tons of material and because there are certain to be shortages where supply can’t keep up with the rapidly growing demand.'

You need to register to read the full article [free] but the effort is worth it...

https://www.gmo.com/europe/research-library/1q-2022-gmo-quarterly-letter/

'IntroductionSoaring commodity prices have helped drive inflation to 8.5%, by far the highest level in the last few decades. With commodity prices up and inflation creating waves, is it too late for investors to capitalize on high commodity prices? Have investors missed their chance to protect their portfolios from inflation? Historically, resource equities have provided stellar performance during inflationary periods, 1 and this time has been no different. Resource equities have been the best performing asset class over the last 2 years yet continue to trade at extremely attractive levels that don’t reflect current commodity prices. Let’s consider some of the important dynamics in commodity markets and then turn to the surprisingly attractive opportunities in the resources sector.Shorter-term and longer-term dynamics in commodity marketsCommodity prices are generally driven by short-term supply/demand dynamics. Currently, there are a few major factors impacting short-term supply and demand. On the demand side, we have a global economy, boosted by an abundance of stimulus, striving to return to “normal” after two miserable years dealing with Covid. Commodity producers have struggled to meet this demand, as they’ve dealt with an assortment of pandemic-related challenges, including supply disruptions and labor shortages. Into this already potent mix, the Russia/Ukraine crisis has been added.Russia is one of the largest commodity producers in the world with critical supplies across energy, metals, and agriculture. Russia produces more than 12% of the world’s oil and is the world’s largest natural gas exporter, including, as we all know, being a major supplier to Europe. The Black Earth region spanning Russia and Ukraine is home to large swaths of extremely fertile soil, producing almost 30% of the world’s wheat and ranking as one of the top two or three producers of many agricultural commodities. On the mining front, Russia is a major producer of nickel, platinum group metals, potash, phosphate, and coal, along with many other materials. With Russia involved in a shooting war with Ukraine and an economic war with the West, already stressed commodity markets have become more stressed. Oil has traded over $120 per barrel, while nickel, phosphate, and wheat all jumped over 30% in the days following the invasion.These shorter-term factors obscure, in some ways, and exacerbate, in others, critical underlying longer-term dynamics that will impact commodity prices for many years to come. On the demand front, we have a global population rapidly approaching eight billion and headed significantly higher from there. More importantly, a large proportion of the global population resides in developing countries that will continue to go through the stage of economic development...

It is a long artic

Good money so good luck to her...

Nomlungu, Sorry, a delayed response. A friend's sister is doing that exact thing in Folkestone. You'll never get the truth from the authorities.

Tro that's what I do Google bmn advfn and vola

evi
ok cheers,not logged into advnf,but iget get bits of it,if gooogled

Troajan tricky3

No she is banned posts on advfn

evi
yeah,if atlasever arrive inany of your/our comps,you hit the sell button,straight away
andre buy,years later,whentheyre about to leave.

last night?blimey,where was that lot from.
utrickytrees?think he's on the lloy board

"Friend-shoring" is a term recently used by US Treasury Secretary Janet Yellen - it is a frightening view on the fracturing of the world's economies into 2 blocks; the free-market and the authoritarian market. We could be in for a long period of stagflation...

https://www.bloomberg.com/news/articles/2022-05-19/global-economy-loses-1-6-trillion-as-world-struggles-to-avoid-a-new-cold-war

Only some businesses will be able to pass on inflation... And GOV will love the inflation as it reduces the real value of its debt and devalues the £ making trade more competitive. If you are on a fixed income, you may be fücked.

ATISHA,

Where do you apply? I asked Mr Google and there was no response; have you been fed right-wing mis-info?

Proactive
@proactive_UK
·
17m
Cadent faces 48-hour strike as workers reject pay offer that is way below inflation https://tinyurl.com/y2ejothl #Katie_Proactive

https://twitter.com/proactive_UK

If you take in a "Vetted Asylum Seeker" you'll get £250 per NIGHT. The Asylum seeker gets a new wardrobe of clothes, a suitcase, a mobile phone contract and various other perks. Does one wonder why they bypass Europe?

"Renault SA is developing a family-sized passenger car that will run on electricity for short drives and hydrogen for longer trips as part of the company’s push into fuel-cell technology.

Dubbed Scenic Vision, the vehicle will have a carbon footprint that’s 75% lower than a conventional EV because it uses mostly recycled materials, a smaller battery and renewable energy sources to produce hydrogen, Renault said Thursday. The company plans to put the hybrid powertrain into vehicles from around 2030, a spokesperson said."

https://www.bloomberg.com/news/articles/2022-05-19/renault-plans-family-car-that-runs-on-electricity-and-hydrogen?srnd=premium-europe

Troajan vast parking ticket fine post copied

When it comes to paying Atlas it's a bit like this. You have a parking ticket which says the fine is £20 but if you don't pay within 30 days it's £100. Now you put off paying until day 29 comes along which is on a Friday. You then pay but the payment takes 3 days to clear so will not be registered as paid until Monday, by which time it's too late. The responsibilty for paying the fine and ensuring it is done on time falls on the shoulders of the one that has to pay.

Hardly an Iron Lady: "You know.. it.. it is worrying.. aa.. that we are seeing.. aa.. uuu.. these appalling.. these appalling aa.. accusations.. eer.. eer.. ag.. again.. aa.. about.. a parliamentarian

Liz Truss struggles to call out the Tory MP arrested for rape"

https://twitter.com/ukiswitheu/status/1526843505582444544

Electricity getting too expensive to use computer on day when losing too much money; computer says portfolio down 3%.

impossible foods....a US meat free comp
to list in the UK

sidster
yeah,waiting for tom cruises new top gun movie.lol.
vesta 's pullback,looks to have bottomed...https://www.lse.co.uk/SharePrice.asp?shareprice=0NMK&share=Vestas-Wind-Sys

dow futures ---380 atm...

rkh...cyan.....egdon....mnrg.....glr......chunky buy/s

Bit quiet here,
All hiding behind the sofa?

glr
on a 3 month low and i think,095 is the bottom
https://www.lse.co.uk/SharePrice.asp?shareprice=GLR&share=Galileo-Resourc
full ask,just paid

knights group....whoever they are

https://www.proactiveinvestors.co.uk/companies/news/982716/ondine-biomedical-plc-sets-solid-foundations-for-progress-982716.html