Member Info for nomlungu

Zeihan painting a dystopian picture of the fallout of the bust Chinese property market and the local GOVs that depended on land sales for too high a proportion of their income:

https://www.youtube.com/watch?v=a2AJvCPcNUE

With their demographic collapse, there will never be the expanding population required to buy and occupy the excess housing. What seems to be skipped over even by folk like Zeihan is that the Chinese are going to be wasting labour [that could otherwise have been productively deployed] maintaining unneeded property and spare industrial capacity.

What will a dictator like Xi do? He has to do something to distract the population as they see their lives savings crumble? Otherwise, they will turn on the State...

Https://yougov.co.uk/politics/articles/51484-how-do-britons-feel-about-brexit-five-years-on

No Brexiteer trumpeting the success... no surprises.

#brexitbrilliance

Tariffs? Still seems a bit dazed and confused: "Donald Trump’s threat of imposing tariffs on Canada and Mexico may not be as expansive as the president previously laid out on the campaign trail and in the days since his inauguration, according to a report Thursday.

The new development comes as Trump’s advisers explore “several offramps” to avoid moving forward on universal tariffs on Mexican and Canadian imports – even while he continues to warn that the tariffs are on the way, the Wall Street Journal reported.

The discussions are still evolving, and Trump may very well follow through with his plan to impose a 25% levy on all imports from Canada and Mexico, the report said. Trump has said it would happen by Saturday.

“But amid ongoing negotiations with Canada and Mexico, the administration appears undecided on whether to impose tariffs on all imports from those countries, the people familiar with the matter said, adding that administration officials are preparing to opt for more targeted measures instead,” according to the Journal.?

https://www.rawstory.com/trump-tariffs-2671036747/

PEA for MET1 announced together with a CLN and a deeply {53%) discounted placing. I have never seen a PEA published with a negative NPV when the project is discounted at 8%. No wonder they are raising £4m whilst they have a m/cap of £1.5m partly for 'opportunistic acquisitions'.

https://www.lse.co.uk/rns/MET1/results-of-pea-for-finland-black-schist-project-0y0or0p652152nl.html

Will nickel prices ever recover enough when Indonesia is so aggressively trying to corner the market? The Finns would never put up with that much environmental damage that is associated with mining too cheaply.

Being a reporter critical of Ruzzia can be hazardous to your health

Learning the language of life with AI

https://www.science.org/doi/10.1126/science.adv4414

This field of science is going to revolutionise medicine as we know it, hopefully in our lifetimes. It is also going to upend the pharma industry.

Marianne Faithfull - As Tears Go By (1964) (Stereo / Lyrics)

https://www.youtube.com/watch?v=S8EykQaZ8CU

#RIP; 78 is not bad but never enough

Trump placed the blame on DEI hiring policies that he scrapped and were reinstated by Biden

https://www.snopes.com/news/2024/01/15/faa-dei-initiatives/

The policies have been on the FAA website since 2013, all the way through his first term.

Trump about to give a press conference

https://www.youtube.com/watch?v=7vV5XSFDnFQ

Blue,

'Effectively building a new runway, whilst trying to discourage people from using it.'

Yes but no... The Sustainable Aviation Fuel (SAF) Mandate enacted under Boris has come into force. GOV's hope is that the mandate will foster the development of the SAF industry in the UK.

https://www.gov.uk/government/news/greener-flights-ahead-for-uk-aviation

S_o_h,

Dario hammers home the need to keep China from getting hold of the most advanced chips most suited to AI...

Will the Orange God be prepared to shed American blood over Taiwan? Or, would he bomb chip factories in Taiwan if China invaded? Will he make sure that Putin gains nothing from invading Ukraine, so Xi sees that invading Taiwan will not be worth it? Will his planned tariffs on imported chips help or hinder?

https://www.washingtonpost.com/technology/2025/01/28/trump-tariffs-chips-semiconductors-taiwan/

Nvidia wants people to think that AI can't exist without CUDA; no wonder they are happy to teach you for free... then you only know how to program on their chips.

Suella Braverman went full MAGA and compared the UK to Iran, in a wild and fawning speech to a Donald Trump-backing US group today.

The former Home Secretary suggested Britain could become "the first Islamist nation with nuclear weapons", with the UK falling "into the hands of Muslim fundamentalism" within 20 years.

https://www.mirror.co.uk/news/politics/suella-braverman-goes-full-donald-34570101

How long before she defects to Reform and then defects from them because they are too mainstream for her?

Berkeley Researchers Replicate DeepSeek R1's Core Tech for Just $30: A Small Model RL Revolution

https://xyzlabs.substack.com/p/berkeley-researchers-replicate-deepseek

When will the fan boys start posting [boasting?] about topping up?

I did not copy all the relevant stuff:

Name Number of Ordinary Shares %

Jacques Vaillancourt* 7,044,000 18.98

Jamie Lesser 423,880 1.14

Sean Keenan 100,000 0.27

See the post below for the breakdown (*) of JV's holding.

100% wrong: from MAFL's website: "As at 1st October, 2024, 7,467,880 shares (being 20.40% of the issued share capital) are not in public hands.

* 6,444,000 Ordinary Shares are held through Mount Everest finance SA, a company wholly owned and controlled by Jacques Vaillancourt and the remaining 600,000 Ordinary Shares are held directly by Jacques Vaillancourt."

https://www.mineralandfinancial.com/investment-centre/share-information/

Donald Trump pledges sweeping tariffs on steel, semiconductors and other imports

https://eu.usatoday.com/story/news/politics/2025/01/27/trump-tariffs-steel-semiconductors-pharmaceuticals/77981468007/

WASHINGTON ― President Donald Trump said Monday he plans to impose sweeping tariffs on steel, aluminum and copper imported to the U.S. as well as goods such as computer chips, semiconductors and pharmaceuticals in a push to increase U.S. production of the products.

All whilst lowering inflation and the price of medicines - only the Orange God could have such divine power.

'Deepseek R1 Explained by a Retired Microsoft Engineer'

https://www.youtube.com/watch?v=r3TpcHebtxM

By "Dave's Garage' - good YouTuber

Your post is just noise...