Member Info for Grezzz

"Power problems across Iberia..." - Sorry, wrong thread...

Power problems across Iberia...

Around 10% at present. Been up and down over the past 20-odd years...

Leak, or unbridled optimism today? ? ?

Well, as a result of the complete breakdown of negotiations in London today regarding Ukraine, and America's further leaning toward tacitly allying with Russia, there are growing calls around Europe to take the reins and follow-through with action to back-up the many and varied platitudes to Ukraine. BAE must surely play a major role in equipping the continent to deal with the situation. Peace through strength. Tomorrow will be interesting...

AmorAmor77 -" i knew there would be some dampeners from the quick buck guys on here".

If your insight and analysis classes me as a 'quick buck guy', I hope for your sake that you are better at judging companies than other peoples' investment strategies.

Tonynorstrom1 - Fair comment, although recent events hadn't really reduced my confidence in the project at all. I think they had ample time (and experience) to anticipate the sort of questions likely to be raised and draft clear concise answers. It may be that personally, I'm not very familiar with all of the technical terms and processes, so I may have struggled more than some to keep-up.

My conclusion is that I don't expect the s/p to react much in either direction as a direct result of this presentation, which is fine - I'll probably treat myself to a modest top-up tomorrow..

Ultimately the information is useful, but to me at least, they seemed slightly disorganised, and the answers to simple questions seemed a bit convoluted. The confident presentation from the previous webinar seemed somewhat lacking. I'm not suggesting that this is indicative of anything in particular, just not as slick. Please pardon the pun...

When my bleary eyes clocked the drop this morning I was thinking 'Shanta b/s all over again...' Fingers crossed....

Https://aviationweek.com/aerospace/aircraft-propulsion/rolls-royce-launches-single-aisle-ultrafan-demonstrator-design

Https://theoakbloke.substack.com/p/golden-prospects?utm_source=post-email-title&publication_id=1859293&post_id=160083336&utm_campaign=email-post-title&isFreemail=true&r=3a3yfg&triedRedirect=true&utm_medium=email

In addition to GGP I also hold some SRB (after Shanta was stolen..) but under present circumstances I'm tempted to broaden my exposure a bit further. The above seems pretty tidy to me. Anyone care to comment?

Warpaint’s margin glow-up overlooked as market frets over short-term slowdown

https://www.proactiveinvestors.co.uk/companies/news/1069064/warpaint-s-margin-glow-up-overlooked-as-market-frets-over-short-term-slowdown-1069064.html

The debt is a bit chunky...

Emyem79 - Thanks for the headsup! I haven't followed this like a hawk over the years, but it's certainly shaping-up to be quality investment.

Very confidence inspiring presentation.

I think it speaks to his experience in the field, his confidence in what he sees in the whole project, they way it's been managed so far, but most importantly, the potential to generate shareholder wealth. He seems much more fluent today without David sharing the limelight.

First time I've heard helium mentioned. That's sauce on the sundae!

It's an easley mistake to make!

;)

My youngest daughter opened her stake in JD last week, but don't worry, she's a diamond hands kinda gal...

I think they will be viewed, on balance, as future positive..