focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
It seems to have started
https://www.youtube.com/watch?v=Pj_kBrTaUk4
Drones enroute
Schools across Israel closed from Sunday, April 14 - IDF
https://www.jpost.com/breaking-news/article-796810
Jordan closes airspace as Israel on 'high alert' for Iran retaliation
https://www.mirror.co.uk/news/world-news/breaking-jordan-closes-airspace-israel-32581517
Could be a long night
Iran Attack on Israel Expected Soon - LIVE Breaking News Coverage
https://www.youtube.com/watch?v=jJ4qVpB2LA0
'Infrared Fabric heat-emitting “wallpaper” avoids the disruption and expense of Heat Pumps'
https://energypost.eu/infrared-fabric-heat-emitting-wallpaper-avoids-the-disruption-and-expense-of-heat-pumps/
Interesting; from the article:
'Due to its simplicity, installation and maintenance is around £100 (€117, $126) per square metre for a full system, today. Even allowing for a hot water system the total running costs can be up to 20% less than from a heat pump. It’s being trialled in 270 homes, and certification and approval for use in the UK is due in 2025 if not before.'
A Techno tune for the Q-Annoners: "Front 242 Welcome To Paradise"
https://www.youtube.com/watch?v=osQMG9f0HC0
Troajan,
BMN & being in Africa already placed in... From a Bloomberg newsletter today:
'More worrying for investors is the prospect, however distant, of the ANC allying with the Economic Freedom Fighters party, which proposes nationalizing mines and placing all land in state custodianship. In an interview yesterday, EFF leader Julius Malema indicated that he’s open to joining a government including the ANC.
There are also concerns that the newly formed uMkhonto weSizwe Party backed by discredited former President Jacob Zuma may join any coalition.
Zuma’s time in office was marred by the looting of billions of dollars of taxpayer funds and the systematic hollowing out of state institutions.
If political change is indeed coming for South Africa, then all those clamoring for it need to brace for the turbulence ahead.'
https://www.bloomberg.com/news/newsletters/2024-04-11/a-south-africa-where-the-anc-doesn-t-rule-alone
No dilution either? What about when they say:
'MED is currently in discussions with various potential debt and equity funders, including banking institutions that are interested to provide the necessary capex funding.'
Sound like a placing or, even worse, a CLN, are being considered.
'Iranian news agency Mehr posted a tweet saying airspace over Tehran was closed and then quickly deleted it. Now they're calling it fake news.'
https://twitter.com/BNODesk/status/1778184210152628481
Not a good sign...
The Washington Post Hawks have their say; I say they are signalling they think these are legitimate targets
https://archive.ph/9G3ui
'Nuclear deal in tatters, Iran edges close to weapons capability
Six years after the Trump administration withdrew from the Iran nuclear accord, Tehran is rapidly accumulating enriched uranium, some of it very close to weapons grade. Experts fear that a bomb could be a short dash away.'
Not good
https://www.thedailybeast.com/us-intelligence-warns-of-imminent-iranian-strike-on-israel-report
I think Bibi will use any retaliation by Iran as an excuse to bomb their nuke facilities, which would start a regional conflict. And if I think that, then the Iranians will know that any retaliation they take could have disastrous consequences.
Still falling
https://www.google.com/finance/quote/DJT:NASDAQ?hl=en
-9% at the moment