Member Info for nomlungu

A master at his trade

https://www.youtube.com/watch?v=9HNSg5V71ZA

Takes the cops to the cleaners...

'The foundations of America’s prosperity are being dismantled'

https://www.technologyreview.com/2025/02/21/1112274/the-foundations-of-americas-prosperity-are-being-dismantled/

Farage Still Legally Controls Reform UK, Despite Promise

https://www.youtube.com/watch?v=oas3ymSszfI

It was just a quick look but the 15% bonds are a 🚩

ACG - they have $200m of bonds at 14.75% so $30m goes on interest. CAPEX of $150m with a life of mine of 11 years to that's approx another $15m a year in depreciation. Corporation tax and royalties take 30% of what's left...

$75 becomes $30 after interest and depreciation; down to $20 after taxes and royalties. That does not leave much to pay off the bonds, let alone pay dividends. If it was such a good prospect, why did they need funding at nearly 15%?

AI _ "In conclusion, a 15% interest rate on bonds for a mining project would be considered extremely unfavorable and indicative of a high-risk prospect that may struggle to achieve economic viability."

The US wants Ruzzian titanium... especially for Boeing.

CAR T-cells enable record-breaking 18-year nerve cancer remission

https://www.newscientist.com/article/2468672-car-t-cells-enable-record-breaking-18-year-nerve-cancer-remission/

18 years!

The Nuclear Option: ABS Grants AIP for 15K TEU Nuclear-Propelled Vessel Design

https://www.marinelink.com/news/nuclear-option-abs-grants-aip-k-teu-522571

Another blow to the nascent Hydrogen industry, as many thought that hydrogen / ammonia / methanol [both made from 'green' hydrogen] was going to play a big role. That could get elbowed out by small modular reactors.

This week's stream starting soon [3pm] on YouTube; their analysis / logic is informative. A recommended stream if you have the time:

https://www.youtube.com/watch?v=I6IHcwzKETo

Trump’s Rating Better Than First Term, Worse Than All Presidents Since 1953

https://news.gallup.com/poll/656891/trump-job-approval-rating-congress-jumps.aspx

Maybe things are not as bad as the right leaning press would like us to think

https://www.youtube.com/watch?v=OpVLdbFHnFQ

Https://www.youtube.com/watch?v=Jk0nUUqG_Ag

5 council by-elections announced so far this week Reform UK have won 0/5.

The turquoise trickle continues.

"The turquoise trickle" - great phrase

Shameless

Unexpected and very fiery pro-Ukraine speech by Senator Tillis in the Senate on Wednesday, specifically mentioning Trump, drawing a contrast in their positions. He just got back from Ukraine. This is a positive, Trump needs the Senate to pass his budget:

https://x.com/hissgoescobra/status/1892834174463262828

1 minute clip; worth a listen

I would expect that is a good sign for Starmer and his plans to boost trade with an improved EU agreement... the EU needs all the growth it can and the need to add more defence spending must add some urgency.

Glory be to The Dear Leader, for only He has the divine power to keep producing a stream of money from nothing. We are truly blessed to be in his presence.

Luca intersects 7.9 metres of 5.87 grams per tonne AUEQ from first drillholes collared at the Tahuehueto Mine in over a decade.

https://lucamining.com/press-release/?qmodStoryID=8099582637463296

I make that £5219694.67 at today's exchange rate shown by Google for the shares and warrants. Well done JV.

👏👏👏👏

'Are Russian Ships Going Boom or Are They Just Falling Apart and Sinking?'

https://www.youtube.com/watch?v=0203MPraczg

Good YouTuber - 'What's Going on With Shipping?'

'The new Director of the entire US intelligence apparatus recites a series of verbatim Russian disinformation narratives, with lies that are too numerous to count.

The US is xxxxing gone.'

https://x.com/JayinKyiv/status/1892218907278131241