Member Info for nomlungu

Article from MIT Technology Review:

"The era of cheap helium is over—and that’s already causing problems. Helium is crucial to all kinds of technologies, including MRI scanners and semiconductors. But it’s produced in only a few places."

https://www.technologyreview.com/2024/02/25/1088930/global-helium-market-semiconductors/

Might have been posted before, but I am not going to go through the hundreds of posts since the article came out a week ago.

In his latest video about the state of the Ruzzian economy; he makes the stark comment that now that the Ruzzians have reorientated their economy into a war economy they cannot afford to stop the war as the economy will implode.

https://youtu.be/lPz2hcKstzQ?t=1500

Https://www.ft.com/content/6d044f4b-18a8-4987-b39e-804778a85747

'The UK goods trade has suffered its steepest five-year fall on record, highlighting how Brexit has reduced flows both into and out of Britain, say economists.'

#hometruths

'Call me silly call me stupid'

Adrian, I have more manners than that.

When is Lenisgas going to ride in to the rescue with the millions of $$$$$ he is [supposedly] making in Texas?

Copied and pasted into Claude which replied:

'You raise a number of concerning points about economic conditions and quality of life measures in the UK. There are clearly significant challenges that need to be addressed regarding wages, poverty levels, access to food and heating, infrastructure, and more.

Reasonable people can disagree on the causes of these issues and the appropriate solutions. Ultimately, constructive dialogue and evidence-based, compassionate policies are needed to create positive change. Any party or leader in power bears responsibility for conditions under their administration as well as inherited factors.

There are no easy answers, but progress requires acknowledgement of problems alongside proposing and implementing solutions. Rather than accusations, we need civil debate on policy reforms. I don't have a definitive judgment on whether Sunak's plan is "working" overall, but broader societal commitment is needed to address the pressing issues raised.'

'Military personnel of the Armed Forces of Ukraine began to massively drop mini-hedgehogs onto the roads using drones, thereby complicating the logistics of the Russian troops.'

https://twitter.com/PStyle0ne1/status/1763543756882465026

No unexploded munitions for Ukrainian civilians to die from.

S_o_h

The interims stated 'Strengthened balance sheet gives cash runway into 2025, providing funding through significant value inflection points' so it looks as though a placing is unlikely in the near future.

If I was invested, I would keep a hawk eye on those 'inflection points' as they could be expected to use them to raise funds on the back of good news / are anticipating milestone payments. Maybe look to sell on a good news spike in anticipation of a placing or flee on the first sign of bad news as any placing could then be brutal.

A dissection of a Chinese 'Public Information' video of the Chinese State's 'Death Vans' - mobile execution and cremation:

https://www.youtube.com/watch?v=MI8cOvGX_Nw

No wonder Trump is a fan... such an efficient way of dealing with the 'enemy'

Has the Telegraph been infiltrated? This article sounds like it: "How the Brexit dream of Singapore-on-Thames was lost"

https://www.telegraph.co.uk/business/2024/02/28/uk-eu-are-being-pushed-back-together/

This stood out:

"It was up to Brexit’s political cheerleaders to make something out of Britain’s decision to leave the European Union, whatever the obstacles, but they failed. They over promised and under delivered, and the presiding government is now about to reap the whirlwind."

And to those who think this has nothing to do with Lloyds - anything that damages the economy damages bank profits and the share prices of the banks. Home truths may hurt but the facts remain the facts.

#gammon_warning

I actually thought this was true even though I did not recognise the 'MP'

https://www.youtube.com/watch?v=0QVkfu41ziU

Not as though the tax revenues were needed...

Troajan

And then the Brexiteers chased the EMA out of town. A really clever move like chasing European bankers out of the City. We really showed those foreigners who is boss!

Some people were posting that the company said in November that there would be no dilutive financing. If so then should you put much faith in that statement?

Good article: 'Why the world’s mining companies are so stingy'

https://www.economist.com/business/2024/02/18/why-the-worlds-mining-companies-are-so-stingy

Q - 'explain the advantages in terms of time and money of Sediment-hosted copper deposits'

A - 'Sediment-hosted copper deposits have several potential advantages over other types of copper deposits in terms of time and money:

1. Faster and cheaper to explore and develop - These deposits tend to occur in relatively shallow marine sedimentary rocks, often less than 2 kilometers deep. This makes them more accessible and cheaper to reach than deposits located deeper underground. Less drilling and infrastructure is required.

2. High grade ores - Sediment-hosted copper deposits often contain high grade copper mineralization, sometimes over 3-4% copper content. This means less ore needs to be processed to extract the same amount of copper, saving time and processing costs.

3. Lower stripping ratios - The ore bodies tend to be stratiform (layered) and laterally extensive, compared to the vein-type copper deposits. This equates to a lower ratio of waste rock that needs to be removed to access the ore, reducing mining costs.

4. Amendable to lower cost, high recovery processing - The copper in these deposits is often in the form of chalcocite, covellite or bornite which are copper sulfide minerals that are relatively easy to process and achieves high percentage copper recovery (85-95%) via flotation methods. This reduces processing complexity, time and overall production costs.

5. By-product metals can offset costs - Some sediment-hosted copper deposits contain economic by-products like cobalt, zinc, lead, silver and even gold. Recovering these can help offset copper production costs and improve project economics.

In summary, the shallow depths, high grades, favorable metallurgy and potential by-products make these deposits generally cheaper and faster to mine than many other copper deposit types.'

AI generated using Claude

https://claude.ai/chats

??????? You seem to have that the wrong way around; from the GTEC RNS:

'In return for its services, Getech will have a call option to obtain shares at nil cost in the JV Company, equivalent to 5% of its issued capital, once exploration licenses are secured within the project areas. Getech's 5% share is protected against dilution until a decision to mine has been made at one or more of the mining licenses.'

#facts_matter

Most libraries have some sort of free online service... mine offers

https://www.pressreader.com/

Just join the library.

Mick,

"Fastest gun around ‼️"

No, not me. I favour a rifle; much easier to pick the enemy off from afar whilst prone behind cover.

AVCT - placing at 50p; BlueGlow gets his 'interesting' discount.

Down 25% in the last month and a 34% discount on yesterdays SP.