Member Info for nomlungu

Kenny will want one from Santa this year

https://interestingengineering.com/military/anduril-introduces-ai-guided-uav-jet

I have been posting about the bad commercial property debt lurking on bank balance sheets now and then for a while... This FT article paints the picture. Last month, this Signa property in Berlin was valued at €1.5 billion, sold for just €300 million this month.

https://www.ft.com/content/24ad543f-247e-4bf7-80e5-74dc9d77728e

==== or ====

https://archive.ph/nWqwj

His latest video will be of interest to some: "RUSSIA Seizes More Western Assets as Putin Signs Decree to Seize Russia's Second Largest Airport"

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

I have said before that I have looked (without success) for a business with a niche in the expansion of the Grid and, more importantly, the establishment of an interconnected ultra-high voltage transmission system. This article shows the positive economics and quick payback of connectors:

https://energypost.eu/investing-billions-in-new-cross-border-electricity-transmission-capacity-can-cover-its-costs-within-a-few-years/

Any suggestions?

Someone knows more than us

The Dear Leader delivers for shareholders yet again. Praise be his name and let his bonus be at least $10 a barrel.

🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄🛢️＄

A bit disappointing.

🚨 Last night a Voyager KC3 military transport aircraft—operated by the RAF—landed in Damascus, Syria.

It flew from RAF Akrotiri, Britain's vast air base on Cyprus.

This is the first time Declassified has seen a UK military flight to Syria.

https://twitter.com/declassifiedUK/status/1730344394241237020

WTF?

Nick Cave & Shane MacGowan - What A Wonderful World (Official) Digitally

https://www.youtube.com/watch?v=AUfTgw-ViPM

I rate Nick Cave highly... RIP Shane MacGowan

FT

US oil production notched a new record in September, with output of 13.24mn barrels a day, as growth continues just a month after the country broke its pre-Covid highs.

More supply...

Https://mediabiasfactcheck.com/gb-news-uk-bias/

Detailed Report

Questionable Reasoning: Conspiracy Theories, Pseudoscience, Propaganda, Lack of Transparency, Failed Fact Checks

Bias Rating: RIGHT

Factual Reporting: MIXED

Country: United Kingdom

MBFC’s Country Freedom Rank: MOSTLY FREE

Media Type: TV Station

Traffic/Popularity: High Traffic

MBFC Credibility Rating: LOW CREDIBILITY

Good video

https://www.youtube.com/watch?v=1ZKBaRsP1gY

Whether you like him or loathe him, Xi is 70 so he is likely to have at least another decade in power; maybe much more. And ageing despots can get crueller and more vicious as they start to fear The Grim Reaper...

OB,

From Buffett's last shareholders letter:

'Don’t bail away in a sinking boat if you can swim to one that is seaworthy.'

VAL has been leaking for years; the question is will they have to use dilution to plug the current cash leak? Time will tell and it will not be long.

Troajan seems to have missed this: "Robinhood to launch trading platform in the UK"

https://www.proactiveinvestors.co.uk/companies/news/1034751/robinhood-to-launch-trading-platform-in-the-uk-1034751.html

This caught me eye: "The platform is initially focused on enabling UK customers to trade US stocks but plans to incorporate London-listed shares soon as part of a wider expansion plan."

If the costs are reasonable it might be interesting but... if the $ is entering a weakening phase US stocks might have an inbuilt ongoing devaluation that needs serious consideration.

It took you 45 minutes to report this momentous news... What caused the delay?

One for the rampers to bank and repost when they need some news [aka an Adrian special]

https://eandt.theiet.org/2023/11/29/britains-largest-gas-storage-facility-switches-cold-weather-strains-supplies

'Centrica’s long-term ambition is to turn the Rough gas field into the largest long-duration low-carbon energy storage facility in the world, capable of storing both natural gas and hydrogen.'

I do not see Hydrogen being stored as a Gas, but if Centrica do, then these might be more to the Portland pipe dream than I think.

FT: Google DeepMind researchers use AI tool to find 2mn new materials

https://www.ft.com/content/f841e9e0-c9c6-49ab-b91c-6d7bea2a3940

https://archive.ph/6X1Ti

Which reminded me of this recent article: THE RISE OF “WET” ARTIFICIAL INTELLIGENCE

https://proto.life/2023/11/perspective-the-rise-of-wet-artificial-intelligence/

UK birth rate = 1.56 births per woman (2020)

https://www.google.com/search?q=uk+birth+rate

We have to import people to stop the population shrinking... If the CONservatives were really that worried, they would provide more support to British Breeders. Better social housing, early years care, education etc but that all means higher taxes which would need to be collected from taxes on unearned income [workers are already overburdened]

I missed today's PMQs so Phil Moorhouse's summary was a good catch up: "Sunak's Worst Humiliation Yet? PMQs"

https://www.youtube.com/watch?v=WzGCdO6Pet0

Heart attack material for the Lloyds Gammons.