Member Info for jollyspeculator

performance by rio and blt today. ....sold 80 @ loss (17.15)..hold 200..looking for 15.50 to rebuy 100 ...(and, same as steel77, for low enough ore price to take out significant supply before buying 1000s)

which was clearly not the right call...still impressed by buying here

can you point me to where us govn/DoD says they appointed SIM??...I would appreciate any external (non SIM) testimonials

cd be v longer wait/drift

but gravity of reality inevitable

solar in uk is about as sensible as tidal in turkey

v cheap...seems fairly clear cut ...may be that YA or others are selling, but the absence of huge buying here suggest wariness with accounts/management (evident @ rci, syq, mbo etc etc) across many tiddlers.. ...and I have plenty of sympathy with that wariness...the current system is based on trust unlike in athletics say where it is based on forensically enforced transparency ...this issue of agency and conflicts between agency and ownership is as old as the hills...read war and peace...even adam smith reckoned that trusting directors was curiously wide of reality...why does our current capitalist model???

i find the figures here effectively impossible to analyse...I'm not the greatest analyst, but v far from being average ...you have a majority owner so shareholders here are relying on what exactly to ensure their minority interests are protected?...what transparency is there if the figures (& corporate/transactional structures) are so v v challenging? ...with rio/blt offering low comps (esp rio which by my reckoning is on a v similar mcap to tNAV), what's the extra return being offered here to compensate?? gl, all

has started Jolly well as good as it could for grizzled bears getting restless...euro up, shares cratering ...hope all well with you and the young family ...it's only money

while carnage engulfs

what glorious madness.. ....tks to all those excitable folk who took my parcels ....while the party was still at max

in interims...major reason for loss

here...can anyone explain an effective tax rate of 92%?? ...adds insult to a bleeding wound

looking for 22-24p re-entry ...hny

steady as she climbs...impressive

the accounts are so difficult to disentangle with equity of US$865m..c£600m and minority interest more than 10* that!

tks...

no, yuan devaluation supports export led model

how well positioned on the cash op cost curve are their oil assets? and where have they got on the corporate restructuring ..sorry to be lazy!

than gdp comps suggest...not least as capital recycler/provider; global manufacturing hub and major league strategic force ...the bulls need china demand to grow markedly for transition away for gross global imbalances (current accounts/capital flows).. ....if china (?debt/deflation) turmoil undermines that transition, that may stir up ferocious global headwinds esp for usd and us assets (euro safer imv); and via competitive devaluation for other emerging markets...and devaluation by china conspires against rebalancing their domestic economy