Member Info for chilting

Looking from the outside its clear that AB can start again with a clean slate providing the price of Brent holds up in 2022-3.

All you need to see is production levels that meet expectations and targets, alongside a better hedging performance and success will follow.

All that depends on the next trading update to kick start the process - otherwise it will be three strikes and you are out.

Its certainly not clear when CWR will bottom out but what is clear is that at these levels CWR is a very strong long term buy.

Missing the bottom is annoying, but in the long term it will make little difference - its far better to get in now and beat the bounce, because when this bounces it will recover very quickly - especially as sentiment is the only obstacle.

Stock market trading in tech shares is as bad as it gets - hence the fall.

EQT looks set to increase revenue substantially in 2022 and the SP should start to respond very favourably.

So fundamentals look set to improve considerably but don't expect the SP to improve until the revenue starts to roll in later in the year.

I suppose this is the best example of a game changing tech announcement.
https://www.statista.com/chart/18819/worldwide-market-share-of-leading-cloud-infrastructure-service-providers/

What Amazon have done on the Cloud - Ocado can do with robotics.

Could be an option for partners to have a purpose built vertical farm close by a CFC using Ocado robotics, software and partner logistics to match the scale of demand for fresh produce at the CFC annually .

Also on a shorter time scale - For example, if there are 15,000 Lettuce ready to harvest, they can be ordered in customer baskets and harvested to match the total requirement up to 15,000 for next day delivery.

As you say Valueplay - it can be read both ways.

Game changing is the interesting bit - could be vertical farming?

AIM tech shares are still taking a hit - traders are probably switching horses - nothing has changed here though - still a good bet and a firm hold for long term punters.

US markets looking better this evening - hopefully we will see a reversal of at least some of todays losses tomorrow.

US markets looking better this evening - hopefully we will see a reversal of at least some of todays losses tomorrow.

US markets looking better this evening - hopefully we will see a reversal of at least some of todays losses tomorrow.

US markets looking better this evening - hopefully we will see a reversal of at least some of todays losses tomorrow.

The bizarre thing Dodger, is that he could be right on both counts - personally CWR is a hold - we will get a good bounce sooner or later - no idea when though.

Yes, but sentiment is shot now - until that reverse's we get more of the same - its totally irrational, but we just have to hold and wait for the inevitable bounce.

Negative sentiment all round - nothing directly related to ITX - AIM always intensives the volatility - good time to buy, but could fall further.

Negative sentiment all round - nothing directly related to EQT - AIM always intensives the volatility - just hold for better times.

OCDO doing better than many other tech stocks.

Its general market sentiment this time Kraken - nothing to do with Enquest - ENQ fairing better than many stocks.

I think Putin is trying to provoke the division of Ukraine.

The east and south of the country is 90% Russian speaking and is broadly pro Russian.

Putin would like better links to the Crimea and its 12 month of the year naval ports - his other ports ice up in the winter.

My guess is that there will be some sort of internal insurrection in Eastern Ukraine and Russian troops will be invited in by a new regime to create stability.

This would effectively be a fait accompli and the West would have the choice of accepting it or starting a war.

Meanwhile, the worlds largest carbon capture project just has to work - its 100% powered by renewable energy - but to be honest, its not that impressive, just 4,000 tonnes of carbon a year removed.

https://www.sciencefocus.com/future-technology/carbon-capture-in-action/

More on vertical farming here -

https://www.youtube.com/watch?v=z9jXW9r1xr8