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“ Gold — perhaps not all of GGP, but it’s 30% of Havieron. It’s about 50:50 whether the newly empowered Newmont will dispose of its 70% and Telfer, or make an offer to Greatland for its 30% of the massive gold deposit. But one way or another, some certainty will be found in 2024.”
Well put ! What would the preferable outcome be?
Reports from Yemen that the Houthis plan to close all three waterways in the Middle East.
According to an exclusive Yemeni source, Ansarullah is considering implementing a plan they call the 'Al-Aqsa Triangle', by closing all three of the Middle East's major waterways: Bab Al-Mandab, Strait of Hormuz, and the Suez Canal.
If the disruption continues it will force shipping cargo around the cape of good hope thus substantially increasing the distance and hence oil required. In this scenario and indeed with growing geopolitical tensions the cost and environmental efficiency of QED biofuels will become even more compelling
Why don’t you invest in AAA government bonds instead ? You will then know exactly how much you’ll lose every year once you factor inflation. If you don’t like risk then invest elsewhere. Another myopic neurotic - this place is full of them
Does MSC also have their head in the clouds? You forget the likes of Shell are clients of MSC not the other way round. In turn the likes of IKEA and Amazon are clients of MSC - these companies are under a lot of financial pressure to cut their carbon footprint. You need to understand these dynamics as well as newtons laws of gravity before airing your conspiracy theories. Rational thought will prevail over ‘hot air headedness’
Here’s something that does justify high levels of anxiety - why don’t you all let that sink in?
https://www.bbc.co.uk/news/science-environment-67861954
Are you alive ?
Barking I think you the Hot one and Vincy should accept that investing in high risk high reward stocks is not for you. All of you clearly do not have the patience, the temerity or the resilience to invest in this kind of opportunity . For your mental health I would suggest you invest in government bonds or something more suited to your temperament. QED answers two of the biggest challenges the world is facing. Since you all claim to be very long term investors in QED surely a couple more weeks will not make a great difference. We are very close to a huge de risking news event with MSC a breakthrough with the power paradigm with Morocco as well as progress on all other fronts. In my opinion this is a once in a lifetime chance to invest in a generational wealth opportunity which potentially goes a long way to saving the planet.