The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Bloomberg article with links to other stories
https://www.bloomberg.com/news/articles/2024-04-25/why-copper-shortages-could-threaten-the-energy-transition
Corruption
victor orban awarded their new nuclear power plant,to the russian comp that makes um(putin owns that comp)
orbans father owns a huge infastructure construction comp
hungary,gets super cheap gas from russia.
ca you smell it?lol
Konstantin on the arrest of Timur Ivanov
https://www.youtube.com/watch?v=y12WsjuNnbk
He reckons it is a BIG deal... The guy was in charge of tens of billions of $ of contracts and lived a billionaire's lifestyle; being arrested for a $10k bribe does not add up.
ZF'S said your struggling to log in,so he's left you some more stuff to try.
on facebook
🍻 NOM
i hold
BHP are looking for Copper all over the world; EST got a $500k grant under their Xplor programme 'to look for major new copper porphyry deposits in the region [Kazakhstan]'. The grant gives 'BHP certain pre-emption rights with respect to investments in East Star or its projects within the programme.'.
EST's Snowy silica lithocap is 18 sq km - there is potential for a world-class deposit there [generally, the larger the lithocap the larger / better developed the underlying hydrothermal system was]. EST's m/cap is only £7.5m.
Microsoft Corporation said on Thursday that its third-quarter fiscal 2024 revenue rose 17% to $61.9 billion, better than analysts' expectations.
The report showed that net income for the March 31, 2024 quarter increased by 20% to $21.9 billion. Similarly, diluted earnings per share improved by 20% to $2.94. Breaking down the profit by services and products, the company's server products and cloud services revenue advanced by 24%, driven by Azure and other cloud services revenue growth of 31%.
"Microsoft Copilot and Copilot stack are orchestrating a new era of AI transformation, driving better business outcomes across every role and industry," said Satya Nadella, chairman and chief executive officer of Microsoft.
After the report's publication, Microsoft shares increased by 5.56% to sell at $421.44 in after-hours trading.
Baha Breaking News (BBN) / JG
FT have their say
https://www.ft.com/content/ca336820-c0d3-400b-8ed3-666f4caec2b7
---or---
https://archive.ph/QovSJ
Microsoft my core holding now sold glencore. No UK stock in my portfolio fook the bad returns.
Russian President Vladimir Putin said on Thursday that he is in regular contact with Russian Central Bank Governor Elvira Nabiullina, who believes that inflationary risks in the country's economy still exist.
"Lending is growing and at a good pace, but the threat of inflation is still hanging over us, according to the Central Bank's leadership," Putin stated at the Russian Union of Industrialists and Entrepreneurs Congress.
Russian annual inflation rose to 7.72% in March, while on a monthly basis, it increased by 0.39%, according to the latest data by the national statistical service Rosstat.
Baha Breaking News (BBN) / JJ
https://www.baha.com/Putin-Inflation-risks-still-exist/news/details/61927639?internal=1
Silicon curtain/military anylist/historian puck nielson
https://www.youtube.com/watch?v=CwyYKvidD2I
Https://amp.theguardian.com/business/2024/apr/25/bhp-moves-to-buy-anglo-american-mining-group
Sky live from Grimsby now
Trek
sounds like 80% of all other small aim explo's,that's why its always wise,to sell on any good news/rises.
i guess nom flogged a chunk of est,in recet days.
arcm....another copper play,trying to sell its asett
I was in chf, very bulshy management team, full on themselves….delivered zilch!
Cyprus (VMS) and Canada known producing region but arze end of nowhere. Burned cash reloaded and burnt it again. From 15p to 0.5p!
I got out around evens having flogged some on the rise. But I remember buying back in as a trade and timed a bounce but couldn’t sell as no buyers even though the MM’s had moved the stock price well up, probably to sell what they had!
So ended up having to take best which wasn’t pretty.
Anyways they have again promised to deliver significant shareholder value = you pay for nice hotels and helicopter trips to the great outdoors! Avoid!
Usual caveats
Trek
This must be the cheapest mcap blue
https://www.lse.co.uk/SharePrice.html?shareprice=CHF&share=Chesterfield-R
Just noticed the big drop on DEST - potential partners want more info on phase 3 clinical trials/costs.
Yeah he knows his onions for sure.
Whole sector is the same, not just his comps.
Someone's just dumped about £60 mill of barc shares at 195
in 2 trades on cnbc..
blimey
He gets some stick blue,but he's the top gun for copper and processing plants,that extract the stuff from tailings and waste dumps,of copper(and platinum/chrom/palladium/cobalt)
aka jlp
Colin Bird is going to be having a party when they do.
Coppers rise must be increasing the economic viability of those phorphrys and open pit mines hes scoping.