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Jan & feb production have always been planned & guided a lot lower ... so wont have planned 190mtv a week... be surprised if it was more than 120mtv for much of jan and a bit more for feb
Over 60% of annual production is in H2
7:55 - Begs the question that is SA naff off for 2 or 3 weeks why did no-one see it coming that 28th Dec might be a problem !
https://www.voxmarkets.co.uk/articles/will-house-price-recovery-kick-start-the-economy--701894a/
They will be Marc001... its not as if big funders can drop out at the last minute.
Last year the company confirmed to me specifically on Orion (but will be the same) that when the vote is called, all parties are agreed and bound. the vote is the gate. They would not be able to pull out without being sued.
And don't forget, they have already poneyed up millions in working capital (that they would loose) ..... it is a terrible look for SPR and any future companies looking to partner with them
Cinders .. no.. you are wrong here (IMO DYOR) ... US aggression all but stopped when basketball-man took the white house. For the past 15 years it has been fairly clear that the US is not anywhere near as aggressive as it once was and looks to both Russia & China as an 'ally ' that will be reluctant to engage. This, above any other regional reason, is a key factor in them stepping up their incursions and belligerent rhetoric.
Biden is a dithering geriatric and Trump an isolationist. Both Russia & China probably feel the USA will do naff all for at least the next 5 years
Seems to spend a lot of time looking at various stocks and posting about his thoughts .. looks like he is developing a fanbase (I guess some form of subscription like BBN did is in the future) ... has written some interesting stuff on BMN over the past few months
https://substack.com/@theoakbloke