Member Info for bonker99

The hedgeless gas is likely just as/more relevant now of course ...

SPR refill

Topped-up @ 293p

26p/42p here IMO.

T/O bid incoming ...

Https://www.birmingham.ac.uk/news/2023/first-production-of-recycled-magnets-at-tyseley-energy-park-birmingham

US rig count down 15

Must..have..inflation..

Those "jobs" numbers were horrific:

Number of persons employed: -683K. Number of persons working part-time: +796K. Implication: Full time job loss of 1.479M.

This is firmly underpinned in the 8-10p range by Cotec effectively marking to market valuations across the various bits that make up MKA.

If the MDA never arrives it's neither here nor there re the current SP/mcap and we wait for the recycling sector to take off properly later this year, specifically from Q2.

If the MDA does arrive then that's a heap of icing on the cake but we've still got the cake if it doesn't.

$74

Number of persons employed: -683K. Number of persons working part-time: +796K. Implication: Full time job loss of 1.479M.

Ouch - Foxconn t/o massively down in December too - here it comes, need to start boosting oil right now ........

Yup, +30c of GDP for every new Dollar printed.

Gold knows.

LOL - that causes more problems than it resolves for the Fed now though - Gold knows ...

https://x.com/bonker_99/status/1743272251510714829?s=20

Oil going for a breakout right now too.

Personally, I'm passed caring about the MDA it is kinda moot @ 10p /£20m as the Cotec funding suggests ...

Done.

US "jobs" numbers drop in 20 minutes time - v interesting action on the 10-year ahead of that - perhaps today is, finally, the day when the B(L)S fess up to the reality out there.

MAERSK TO DIVERT ALL VESSELS FROM RED SEA TRANSIT.

Prepping a top-up soon.

@biffa - they announced the £30-£50m in September:

https://www.lse.co.uk/rns/MKA/maginito-and-cotec-form-us-joint-venture-xvme5ppoj6ax37o.html

But it may bode extraordinarily well here.