Member Info for nomlungu

Mercedes-Benz opens new battery recycling plant that recovers ‘96%’ of battery materials

https://electrek.co/2024/10/21/mercedes-benz-opens-new-battery-recycling-plant-that-recovers-96-of-battery-materials/

Https://www.bloomberg.com/news/newsletters/2024-10-22/gold-s-record-breaking-run-is-drawing-investors-attention

Gone through £2100 an ounce

From the latest email:

'Trump’s references to the “enemy from within” have become so frequent that former White House press secretary turned political analyst Jen Psaki has called them his closing argument for the 2024 election, and she warned that his construction of those who oppose him as “enemies” might sweep in virtually anyone he feels is a threat.

In a searing article today, political scientist Rachel Bitecofer of The Cycle explored exactly what that means in a piece titled “What (Really) Happens If Trump Wins?” Bitecofer outlined Adolf Hitler’s January 30, 1933, oath of office, in which he promised Germans he would uphold the constitution, and the three months he took to dismantle that constitution.

By March, she notes, the concentration camp Dachau was open. Its first prisoners were not Jews, but rather Hitler’s prominent political opponents. By April, Jews had been purged from the civil service, and opposition political parties were illegal. By May, labor unions were banned and students were burning banned books. Within the year, public criticism of Hitler and the Nazis was illegal, and denouncing violators paid well for those who did it.'

https://heathercoxrichardson.substack.com/p/october-21-2024

They stir up violence and yet claim exemption from the Army... they get away with it by being key voters for Bibi and those voters keep him out of jail.

https://www.brookings.edu/articles/the-corruption-and-autocracy-nexus-the-case-of-king-bibi/

Some used to download dodgy software off Tucows...

VAL—The new CEO did a presentation and said no placing would be done until news on a licensing deal that has been pending a cash raise for over two years is announced. The market seems to think the news will be positive. But cash runs out in the next month or two, so money will be needed soon [which is why the SP collapsed].

Gamblers only...

MAFL bought 5,715,000 shares in LUCA in 2023

https://www.lse.co.uk/rns/MAFL/new-investment-luca-mining-corporation-k7mwvsr5vvf259g.html

MAFL has not announced buying any more of the shares so they seem to have been diluted due to LUCA issuing more shares since then. The holding is still worth a little over £3m so not quite as high as you calculate.

But your comment about the discount to NAV is 100% correct.

'evenge has caught up with Russian bomber pilot Dmitry Golenkov, responsible for the deaths of hundreds of Ukrainians, including the June 2022 strike on a shopping mall in Kremenchuk. He was killed in Russia in the most brutal manner—bludgeoned to death with a hammer.'

https://x.com/wartranslated/status/1848326154345681238

They are [mainly] 2nd hand homes...

Another Helium company - it seems to be a crowded trade that has attracted spivs and grifters so not my cup of tea.

Ryan Mc Beth - good insight

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

Politico - "The Very Real Scenario Where Trump Loses and Takes Power Anyway"

https://www.politico.com/news/magazine/2024/10/20/trump-overturn-2024-election-plan-00184103

Media covering his terminal cancer diagnosis this weekend; today he is doing his 'day job' as a BBC Sports presenter covering the Cycling Track Championships looking the happy bloke he always seems to be.

#respect

Sabine Hossenfelder lays out the reality:

https://www.youtube.com/watch?v=VpwXswyt-zg

[nearly 2-minute ad at the end of the short video!]

Israel’s Hidden War: The Battle Between Ideologues and Generals That Will Define the Country’s Future

https://www.foreignaffairs.com/israel/israels-hidden-war

The far right being a problem [not for the firs time] - when the head of Israel’s general security service uses the phrases “Jewish terrorism,” challenge “Israel’s national security” and are a “large stain on Judaism.” you know there is a problem.

'AI engineers claim new algorithm reduces AI power consumption by 95% — replaces complex floating-point multiplication with integer addition'

https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-engineers-build-new-algorithm-for-ai-processing-replace-complex-floating-point-multiplication-with-integer-addition

Might make this FT article out of date: "Nuclear energy stocks hit record highs on surging demand from AI"

https://www.ft.com/content/33eeadbe-edf4-40b5-b973-e76c570d0681

===or===

https://archive.fo/emgia

Annual gala lecture at Centre for Independent Studie [right wing Australian think thank]

https://www.youtube.com/watch?v=ahjdeDhP09o

Makes all automation/robotics / elderly care sectors a Strong Buy.

Orbán knows that Putin's 'special military operation' has already taken the country back a decade or two; another couple of years and Ruzzia will have economically collapsed and will take decades to even partially recover. From an economic perspective they ought now to be flogging as much hydrocarbons as possible whilst building out a new economy; instead they are reducing both hydrocarbon production and productive capacity whilst wasting and destroying productive human capital.

Dictators surrounded by Yes Men never make the wisest decisions; will the US be dumb enough to let Trump play the same game?

No - they will all die and Kim gets all the money; it is 0 - 100.

The cannon fodder going from North Korea will think they have arrived in Paradise when they get to Ruzzia [it is that bad in North Korea]. They would be a destabilising influence if they were to return; they have one-way tickets.

$2000 a month per soldier = $20m a month; lots of money for Kim