Member Info for 2phevs

Well I tried to be nice golden but seems like the Sunday papers have given up and handed over to some thoughtless trolls never mind

Wow missed the falling out here watching the Liverpool and eurovision
I understand goldens concerns but if you've never worked in bespoke fulfillment or don't understand it then perhaps it's best to stick to asos boohoo etc.
Personally I worked at caudwell back in 96-99 (Peter Jones off dragons was there at the time can't remember MM though) twice I was given a cold customer list to call and the initial feedback was horrible customer stating why would we buy stock from a retail competitor that trying to undercut us all the time then I was introduced to the fulfillment side and the amount of customers that jumped at our bespoke packaging logistics stockholding etc.. Was amazing they didn’t care about us being competitors as long as we kept everything strictly confidential nda's but learning the best offerings from these clients we could show presentations to potential clients using examples of what we could bespoke without naming names to create interest and boy did we get interest just look up what happened to caudwell with Vodafone he made a fortune and they were on UK based

https://www.proactiveinvestors.co.uk/companies/news/982189/fevertree-and-dfs-furniture-among-most-likely-takeover-candidates-says-broker-982189.html

https://ca.proactiveinvestors.com/companies/news/982226/centamin-has-a-lot-of-unpriced-optionality-says-rbc-982226.html

agreed Mike but sometimes your in the right place at the right time and demand just makes the success

Barrick's just gone blue perhaps the Americans are going to join in today

ouch Voleon much retyping their programmes shaking their MyProtein bottles and typing like a machine gun after every mouthful hehe

get the algo's (not going to use robots anymore we love our cost effective autostore bots) to turn on their programmers and get a gamestop situation ignited. WHOOSHH

sorry import prices down as well

US export prices down across the board Spanish CPI down this morning
https://www.fxstreet.com/economic-calendar

Only sold up because of the pitiful participation by the directors in the placing recently, however this wastage is not acceptable now for governments the article mentions batteries as a solution

https://www.msn.com/en-gb/money/other/boom-in-wind-and-solar-will-see-huge-surplus-of-electricity-wasted/ar-AAX19vc

IMO this statement below from the energy section on ies website can resolve these issues
"Large-scale renewable energy producers use Invinity flow batteries to hedge against wholesale price cannibalisation and de-risk export revenue expectations. Invinity’s systems can also be used to avoid costly export connection upgrades and typically match the life of solar generation assets, without the need for mid-project replacement.

Finally, for generating assets subject to export constraints to the local distribution or transmission network, Invinity’s flow batteries allow you to produce maximum power more hours of the day, for decades".

https://www.msn.com/en-gb/money/other/boom-in-wind-and-solar-will-see-huge-surplus-of-electricity-wasted/ar-AAX19vc
IMO CPH2 could step in here this statement (especially the last sentence) is from CPH2 website under power
"Decarbonisation of our energy systems (electricity and gas grids) is high on the worldwide agenda. Hydrogen will replace carbon-emitting coal and gas fired power plants. The production and storage of hydrogen will help to grid-balance when consumer demands dictates".

would imagine a one off windfall would only apply to companies with earnings of more than £1-2 bill per quarter

would imagine a one off windfall would only apply to companies with earnings of more than £1-2 bill per quarter

no worries MrT really liked the 15.8% earnings yield compared with the normal industry wide 5% acceptable investment rate GLA

Just probably some kbyk types in and out and back in again later just what they do nothing against that
But the shorters could rocket this up anytime if they all start closing its just going to be the case of which one or two of them are going to be left holding the baby or in other words serious losses

Autostore customer boozt (mentioned in autostore presentation yesterday) up 9% so far today

Seeing some nice round multiple 10k OPEN market buys nicking shares off the robots the programmers won't be happy when they open their laptops hehe

Sorry Prof forgot to mention the solar plant repays itself within 3 years WOW no wonder these huge plants are popping up all over that country

Thanks very much for your open views Prof I understand your thoughts on the articles the screaming figure from the robot article is 15.8% earnings yield compared to a rule of thumb 5%
Then the 15% yoy revenue increase for 2022 in the other article
I recently came back from a trip to hurgada and they really really love their gold there plus the amount of solar plants I saw flying in was staggering along with the enormous well watered green fields powered by these solar plants.
Like cey mentioned in their solar rns last year the solar plant is scalable so if fuel inflation persists cey can increase their solar plant personally I wish they'd just do it as bolt ons can't be as much as the original costs GL Prof