The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Closer and closer ...
The US could not convince China to stop helping Russia
-China is the main supplier of machinery, microelectronics, nitrocellulose
-According to US Secretary of State Blinken, Russia is using Chinese products to build up its military industry
“Beijing will not be able to achieve improved relations with Europe by supporting the greatest threat to European security since the end of the Cold War,” Blinken said following talks with Xi Jinping
The United States is ready to take new measures and impose sanctions against China against the backdrop of the situation in Ukraine - Blinken said this after negotiations with Xi Jinping
"Dr Gavin Harper, Critical Materials Research Fellow at the University of Birmingham's Centre for Strategic Elements and Critical Materials"
We really are going to be extraordinarily unlucky not to make a mint here IMO ...
That's a very chunky buy post-div ...
ISRAEL STRIKES 40 HEZBOLLAH SITES IN SOUTH LEBANON
Hormuz coming ........
"Silver Institute: "#Silver Demand for Photovoltaics Increased 64 Percent, Surpassing Estimates."
Forecast 2024 solar demand: 232Moz, nearly tripling in last 3 years."
"The Silver Institute's new world silver survey is out, and shows a 184 million ounce deficit in 2023."
https://x.com/bonker_99/status/1780607171375313329
Thanks VII - I've no idea on the valuation of the other items but yes, as far as the NPV goes, it's out of the window with a likely +50% cost base but with tin @ 32k instead of 22k perhaps that comes out at least even after all at around $200m.
They're not far off cash in hand are they plus a lorra diamonds in stock?
A tale of two descending wedges:
https://x.com/bonker_99/status/1780503786647179556