Member Info for nomlungu

PYC - 20 consecutive years of losses. Quite a record.

President Donald J. Trump announces that the Federal Aviation Administration (FAA) will be decertifying Bombardier Global Expresses, and all other aircraft made in Canada, until Canada certifies the Gulfstream 500, 600, 700, and 800 Business Jets produced in the United States. Additionally, Trump states that if the issue is not immediately corrected, he will impose a 50% on all Canadian aircraft sold in the United States.

https://x.com/sentdefender/status/2017026011968188581

How can you do business with a mad man?

U.S. Trade Talks with the UK || Peter Zeihan

https://www.youtube.com/watch?v=kGNgTz1Rqfw

US with 5h!te rules but a younger population, or Europe with better rules but an ageing population less able to consume our goods. Neither option is politically advantageous.

Former CIA analyst: Trump likely to attack Iran

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

Channel 4's "The Fourcast"...

Trump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak

https://www.cnbc.com/2026/01/29/trump-sues-irs-and-treasury-for-10-billion-over-leak-of-tax-records.html

Greedy barsteward

"yank futures showing a lotta redness atm"

A clue that things will go boooom in Iran this weekend?

Nah - Putin's war machine is seizing up in the depths of Winter. Once the thaw comes he will start again if he can. He just needs a pause to regain his breath.

Microsoft down 12%

https://www.google.com/finance/quote/MSFT:NASDAQ

Unmentioned is ABN Ambro exciting the UK market late last year. This will have opened by new customers to TIME and less competition should mean better margins. Simon ought to have mentioned this important detail.

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The 90% Price Crash That Changed Everything

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

Looks like the age of sodium ion batteries may have been delayed by the lithium price crash; a shame as I was hoping to see home batteries get cheaper sooner.

"Sergiy's arrival will see the Company create a committee structure to support the Board and management"

Clearly management needs a world class Remuneration Committee to make sure they are well rewarded for their outstanding success shown to date.

Suella DEFECTS to Reform: Is it just a Tory retirement party? | The News Agents

https://www.youtube.com/watch?v=x6m1urLnVwM

'The Reform front bench now has more members of Lizz Truss's front bench than the Conservatives front bench.' Does Farage know what he is doing?

Borrowed,

Troajan has been doxxed as a D.E.A.D.C.A.T. member; if he will not openly admit it I suggest that all block him and report his undercover activities to Admin.

D.E.A.D.C.A.T. = Deployed Extreme Asymmetric Day-trading Combat Action Team [their motto is 'Falls repeatedly. Still gets redeployed.']

The biggest risk is "the family" deciding that assets are better under their control, which is easier to do under an autocratic regime. But the money men rule supreme, and EST having JVs with Endeavour and Xinhai [and, potentially BHP] significantly reduces the political risk as they need large outside investor capital for large projects.

EST's price reflects the geopolitical risks; without them, it would be significantly higher.

AMP9

Just listened to the Van Elle Investor Meet presentation for their interims; they mentioned that AMP9 [Asset Management Plan] for the Water and Waste industries in the UK is likely to see a 30% increase in spending over the £104b of AMP8]. A lot of £££.... there is gold in that 5h!t.

The Semiconductor Tariff Nightmare || Peter Zeihan

https://www.youtube.com/watch?v=xbGF3UZ4nGw

Zeihan thinks that the Trump Admin has made yet another bad step...

The next major deadline to avoid a U.S. government shutdown is Friday, January 30, 2026. After the latest ICE killing, Democrats in the Senate have said they will not vote for any bill with funding for ICE. Even some Republicans are not happy because of the 2nd amendment... since when can the cops shoot you for having a legal handgun?

Expect a red week...

"Can't anyone ever see the positive side!! Seriously, so many sad pathetic losers here."

If you have a look at the 5-year chart, you will see that long term shareholders are indeed losers. Pathetic may be a bit harsh but they have every right to be upset.

https://www.google.com/finance/quote/ALBA:LON?hl=en&window=5Y

But management seem to have done just fine... no doubt they see the positive side.

It is said that Trump likes to attack whilst markets are closed... Maybe next weekend [if the storm does not cause too much problems]?

Actually - if there is a FEMA failure that results in his Administration getting the blame he might want a 'quick' war for a period of diversion.