Member Info for nomlungu

'Hurricane Helene to roar ashore in Florida’s Big Bend as a Category 3'

https://www.accuweather.com/en/hurricane/hurricane-to-intensify-over-gulf-of-mexico-to-be-strongest-to-strike-us-this-season/1694728

Some serious rain on the way...

A recording of the event is on YouTube but is listed as Private so does not appear in search results or listings. This link will open it:

https://youtu.be/nq2EWGfE3rg?t=6443

Jake Broe has some high quality aerial footage of the [ex] ammo dumps that Ukraine bombed

https://www.youtube.com/watch?v=NdPjS3EvcFU

Regression analysis from Q1 2022 suggests profits in Q2, 3 & 4 of 1.9, 2 and 2.1 which would give an annual PBT of £7.9m. The strong Q1 figures suggest to me that £8m full year PBT maybe conservative and a p/e ratio of around 9 to 1 would reflect an appropriate premium over the sector to reflect the higher growth than the sector.

9 * 8 = £72m; Dhhlindy's 80p is not unrealistic.

POP Acrylic Stirling Engine

https://stirlingengine.co.uk/products/POP-Acrylic-Stirling-Engine-p697477201

£40 is a bargain; makes a mesmerising engineering toy for any technically curious youngster.

'With regard to performance it does take a little more heat to get the engine running. It needs 15C to 20C difference to operate. So unlike our other engines it WON'T run from the heat of your hand. They still can run from a cup of tea/coffee, ice cubes, and warm heat sources such as set top boxes and routers.'

Down 40%

https://www.google.com/finance/quote/SYME:LON

The appreciating £ makes the timing of interest rate cuts sooner as the risk of imported inflation drops. Helps with food prices as well, so a tangible benefit to poorer consumers.

Another positive trading update from TIME - probably already factored into the share price, which is up 98% over the last year.

Residents near Lancashire chemicals plant told to wash homegrown produce

https://www.theguardian.com/environment/2024/sep/24/residents-near-lancashire-chemicals-plant-told-to-wash-homegrown-produce

'If china get a foothold in our economy.

we're stuffed.'?

??????????

Total UK imports from China amounted to £56.2 billion in the four quarters to the end of Q1 2024 (a decrease of

19.2% or £13.4 billion in current prices, compared to the four quarters to the end of Q1 2023).

https://assets.publishing.service.gov.uk/media/66e950bd24c4f1826d81bc2c/china-trade-and-investment-factsheet-2024-09-20.pdf

Boy Kidnapped at 6 Found Alive Over 70 Years Later

https://www.thedailybeast.com/boy-kidnapped-at-6-found-alive-over-70-years-later

40 bagger would make it a UNICORN... Now they need to properly reward management. I am sure all loyal shareholders would back a placing to increase their pay.

The problem with clay is when the groundwater is extracted and the underlying clay shrinks as it dries up... so far the UK has not needed to extract large quantities of groundwater. China and India on the other hand...

Steve covering the escalation

https://www.youtube.com/watch?v=HOIU2exsGyM

Very messy

VAL's cash seems to run out mid NOV and they are doing a pitch event this week. I would be wary of even a short term position that traders favour.

Challengers Are Coming for Nvidia’s Crown - In AI’s game of thrones, don’t count out the upstarts

https://spectrum.ieee.org/nvidia-ai

IEEE articles are always top notch

Mick might find this interesting:

https://melloevents.com/mm230924/

Programme

5.00pm Paul de Gruchy discusses DG19

5:30pm Company presentation from Warpaint

6:00pm Company presentation from Windward

6.30pm Educational Presentation

6.50pm Company presentation from Van Elle

7:20pm BASH Panel

If you would like to attend, you can register here (https://melloevents.com/mm230924/) for a free ticket for the event using code SHME100.

With thanks to Rich62 who posted the info on the VANL board

Solid-state silicon batteries seem to be on the way in the next few years... they do not have graphite anodes and are expected to be cheaper and safer. Graphite might not be the best investment on a longer term outlook [not that is a problem for you, though].

And the companies showing promise in the solid-state silicon battery field are generally not listed and have access to as much private equity dosh as they need.

Footage of an Israeli airstrike in Lebanon tonight. Visible shockwave can be seen.

Munition depot likely hit

https://x.com/Faytuks/status/1837551800469127462

It takes a BIG Boooom to cause a visible shock wave...

The Saudi's have tens of billions of £ invested in the UK and are a major trading partner - if Labour shunned them, there would be a bigger outcry. Many would prefer that the UK had no ties with them, but then the UK would lose the economic and intel benefits. It would be an act of self harm, and after Brexit does the Nation need more such acts?

"More than £700,000 worth of free gifts and hospitality has been received by MPs"

What Doris gets paid to write his Daily Mail articles and [not?] write his books as well as give speeches far surpasses the amount declared by the entirety of the MPs [and probably did whilst it was an MP].

PS - my grammar extension wants to correct 'free gifts' - do people pay to receive gifts? The Guardian ought to have higher grammatical standards...