Member Info for nomlungu

Sectarianism in the Gorten by-election - Reform will have Joe Public believe that Muslims voted for a woman representing a party led by a Jew. How thick do they think Joe is?

https://www.youtube.com/watch?v=M9e0_yEXZ6I

Rocket Alerts in Tel Aviv

Things going boooom - Steve doing his thing:

https://www.youtube.com/watch?v=kDQrHCRs0Z0

By-Elections - 2026 Gorton and Denton

1/3 Greens

6/1 Labour

7/1 Reform

https://www.betfair.com/exchange/plus/politics/market/1.253205834

I will not be upset with Reform coming third

The War Zone: The Massive Questions Surrounding A Major American Air War Against Iran

https://www.twz.com/news-features/the-massive-questions-surrounding-a-major-american-air-war-against-iran

The 'known knowns'... it is going to be messy. How much will Starmer allow the UK to get drawn in?

Anemoi International Ltd - AMOI - Cessation of Crypto Treasury Management Strategy - Up 7.5% pre-market

https://www.londonstockexchange.com/news-article/AMOI/cessation-of-crypto-treasury-management-strategy/17478223

????? Are shares now going to reverse the trend and spike when they abandon Bitcoin?

I mentioned having had a look at KAV recently and deciding no thanks, partly due to their Zimbabwe exposure... Noticed this article being referred to on the PREM board;:

https://www.aljazeera.com/news/2026/2/25/zimbabwe-imposes-ban-on-exports-of-all-raw-minerals-and-lithium-concentrate

There are many who think it is their time to feed like kings.

Underlying report

https://www.canada.ca/en/department-national-defence/corporate/reports-publications/industrial-strategy/security-sovereignty-prosperity.html

canada, like europe, seeks to break u.s. defense dependency

https://www.axios.com/2026/02/25/canada-defense-strategy-carney-trump

worth searching the underlying document for "kingdom" to see the implications for our defence industry... ai says:

pillar focus area beneficiary companies

pillar 2: build-partner-buy shipbuilding, submarines bae systems, bab****

pillar 3: innovation & r&d ai, cyber, robotics qinetiq, bae systems

pillar 4: supply chain aerospace parts, mro rolls-royce, serco

pillar 5: northern/arctic sovereignty, communications bab****, qinetiq

https://gemini.google.com/share/df3b04dd6355

all the "big boys" seem fully priced/overpriced... but there must be some minnows who subcontract from them who will do very well. finding them is another matter.

This was on the IEE news website a couple of days ago: Low-Cost Computers Nearly Double in Price as RAM Shortage Hits The price hike may be a warning sign for affordable consumer tech

https://spectrum.ieee.org/ram-shortage-price-increase

Will be of interest to some here

"Valirx has undergone a complete transformation under CEO Mark E, whose scientific depth, commercial acumen and 7% personal shareholding align him directly with shareholder success."

Does anybody remember what the share price was when he became CEO? Maybe shareholders are aligned to his failure? 2.4p to 0.33p is over 85% down, and there has been significant dilution as well.

#ElDorado indeed

Long NYT article: The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored

https://archive.ph/HI3cr

'If China invades Taiwan and cuts off its chip exports to American companies, the tech industry and the U.S. economy would be crippled... A confidential report commissioned in 2022 by the Semiconductor Industry Association for its members, which include the largest U.S. chip companies, said cutting the supply of chips from Taiwan would lead to the largest economic crisis since the Great Depression. U.S. economic output would plunge 11 percent, twice as much as the 2008 recession. The collapse would be even more severe for China, which would experience a 16 percent decline.'

Worth a read

The Guardian claims that this is the article that caused the AI sell-off yesterday: THE 2028 GLOBAL INTELLIGENCE CRISIS

https://www.citriniresearch.com/p/2028gic

Long read... Guardian article:

https://www.theguardian.com/technology/2026/feb/24/feedback-loop-no-brake-how-ai-doomsday-report-rattled-markets

No - not in.... overvalued. Might be worth £10m but not £35m. I think they have a heap of work to do to entice a Top Tier explorer with their land package in Botswana. And the gold in Zimbabwe might pay some bills but its Zimbabwe...

I had a good look at KAV a couple of weeks ago... seems way overvalued to me [£33m m/cap]

HEX? No flow rates; the rampers take:

Offtake Poker: As noted in the announcement, they are about to start negotiations. If they have a "monster" flow rate, they might want to keep that data for the negotiating table rather than giving the distributors an upper hand by showing exactly how much supply they need to move.

Brian Tyler Cohen - Trump drops BOMBSHELL election threat

https://www.youtube.com/watch?v=5obeKXMdLYQ

Worth a listen as they lay out how Trump will attempt to rig the midterms, starting with the SAVE Act, which Trump is trying to get forced through with nuking the filibuster. There is a [high?] chance of mischief and mayhem as he tries to save his political life from a Democratic controlled House of Representatives. And if markets like stability and certainty, how will they react to mischief and mayhem?

Prison breaks, shopping centres on fire, gunmen shooting in the local airport and hospital... sounds like a right mess.

Did Troajan have a heads up about the Mexican raid that killed a narco-boss? Surely Guadalajara burning might have inspired the topic 'Smokin sunday'?

https://www.youtube.com/watch?v=LuhqF9ODiXs

The Interesting Times - The IT 22nd Feb APOLOGIES OVER SOUND.

https://www.youtube.com/watch?v=SmUyU9cdVng

He does not mince his words...