Bluebell Capital will fail - they're getting desperate!14 Oct 2024 06:15
...here's why (pass me another bloody femseven patch it's getting hot in here!).
the spivs are making alot of noise considering aum is only set at $120m! please.
messrs bivona and taricco are undoubtedly shrewd but most of their costs, i'd suggest, must be taken up with 'buying' newsprint for sensational headlines ahead of agm. it's their last desperate attempt at seeking attention prior to the pheonix rising. don't be fooled.
in 2021, taricco is quoted "...our approach is to invest in good companies which have good fundamentals with interesting growth prospects...we don't like turnaround situations...we think there is a lot of hype around esg, and we question a lot of things we hear around esg" (source hedgeweek 22.01.21).
q: what probability that the 2 italians have ancestral links to al capone whose parents were also us immigrants (in 1893) born from a small commune outside naples .
imho murray and helge have been too accommodating here, the 2 former investment bankers will have their ****'s kicked just like what happened with glencore. you'll see.
bp's emerging strategy is spot on. only 12 months in - please consider the amount of effort it takes at a looney led board to turn this magnificent company around. it's happening and the spivs know it. they only seek an enhancement to their own reputations - and not too surprisingly - alot of net income to their bottom line. bp would be a massive coup for them but they'll fail. watch on.
strategy, soon to be announced, is based on reality. protect oil and gas and develop solar under esg banner. importantly sell wind. murray is exceptionally astute. he and kate have convinced board that climate change means focusing on sun - not bloody wind . give me strength or best still another bloody patch. climate change is expected to alter global wind patterns and - importantly - reduce wind strength(!) in many regions around the world. contrast that with expected frequency and intensity of heatwaves. [seek confirmation hadley centre (met office), swiss re (research) institute....etc, etc, etc]
in a nutshell: to state the bleedin' obvious again (ref previous posts) - climate change = more sun and less wind - simple as that! how looney convinced board billions should be spent on turbines is just frankly breathtaking. imho he should be banned from ever running another organisation ever. murray is concentrating in southern hemisphere - work it out!
i believe employees, ex-employees (via pension pots), iis and pis are going to be handsomely rewarded. the spivs know this. my personal target based on the technicals and now fundaments is 750p by 04/26.
gla (please keep the faith!)
- check out washington times vs. gulf today for their own perspectives on chinese stimulus - worth a read if got time.
...now for a cup of tea and a bit of classic fm (great new station btw classic fm calm) before looking at the pre- markets for the euro bourses. what do they say early bird ca
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