Member Info for nomlungu

UK abolishes its "de minimis" rules which exclude cheap imports below £135 from paying tariffs.

A massive deal for the fast fashion/cheap Chinese imports sector: this is the so-called loophole used to great effect by SHEIN and Temu.

https://x.com/EdConwaySky/status/1991969702629826917/photo/1

UK abolishes its "de minimis" rules which exclude cheap imports below £135 from paying tariffs.

A massive deal for the fast fashion/cheap Chinese imports sector: this is the so-called loophole used to great effect by SHEIN and Temu.

https://x.com/EdConwaySky/status/1991969702629826917/photo/1

Ramptastic

Bitcoin dropped as much as 7.6% on Friday to $80,553,

https://www.bloomberg.com/news/articles/2025-11-21/bitcoin-plunge-hits-market-makers-in-a-fragile-trading-landscape

So what happens to all these AIM microcaps that decided it was a good idea to ramp their shares by buying some Crypto?

Reminds me of Chrono-immunotherapy: In a large retrospective cohort (361 patients with metastatic or locally advanced solid tumours treated with ICIs such as pembrolizumab, nivolumab, atezolizumab, durvalumab or avelumab) at the Centre Léon Bérard in France, the authors found that infusions given before 11:37 AM were associated with significantly better overall survival than infusions given after that time. Patients whose majority of ICI infusions occurred before 11:37 had a median overall survival (OS) of 30.3 months, versus 15.9 months for those treated later.

ICIs = immune checkpoint inhibitors such as pembrolizumab, nivolumab, atezolizumab, durvalumab or avelumab. Something to bear in mind if you or a family member end up in the unfortunate need of such medication.

Google's latest model is getting more capable of answering ' attempting to answer complex questions... this is worth a look:

Q1 - work out the additional electricity that will be required to power the chips that nvidia is expected to sell over the next 5 years. i want to know what extra power will be required per year at the end of year 5. use a conservative estimate on sales growth. explain logic used at each step

Q2 - how much of nvidias sales over next 5 years are expected to be in the us? how much power [continuous power / baseload power] is the US expected to add over the next 5 years? will there be enough power?

https://gemini.google.com/share/cefaf64e7479

Basically, there will be nowhere near enough electricity [which explains why CWR has being doing so well as their tech can be used to generate electricity from gas]. If there is not enough power then Nvidia is not going to be able to sell as many chips as people expect

JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest | Prof G Markets

https://www.youtube.com/watch?v=2YMKG3uuys8

Good episode: This week on Prof G Markets, Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s preparing for a “profit taking spark,” and unpacks his top risks for 2026.

"If additional funding is required through a placing, I’m confident Mark can secure a favourable deal "

He just did a placing at a near 50% discount... bearing in mind how low some people thought that the placing could have been, some might say it was a favourable deal. Along those lines, anything over 0.1p in March will be a stonking success. A clear failure would be the need to consolidate before the placing, as the nominal value per share of just 0.1p is getting uncomfortably close.

Let it not be forgotten that ME is a member of the exclusive 90% AIM CEO Club [it takes a certain skill set to oversee a 90% drop in share price and retain your job as CEO] so respect where it is due.

While Eyes Are on Takaichi, Taiwan’s Lai Is Quietly Redefining the Status Quo

https://jonathancc.substack.com/p/while-eyes-are-on-takaichi-taiwans

Takaichi is Japan's new PM [aka their Iron Lady] and she is stirring up the water with China which has led to some damage to the Japanese economy [no tourists from China and other consumer boycotts] and now Taiwan is banning Chinese citizens from local office. I expect the whole region is going to see some economic damage.

London Stock Exchange showing 25% down; so raising £500k wipes out £2m m/cap. A net loss to shareholders of £1.5m.

The Dear Leader is a genius! Trebles all round!

Never in the history of AIM has a Leader been so benevolent to his followers... yet another gift of another opportunity to average down.

#PRAISE_BE

Warnings in the US... could be heading here as well. Could be a cold December.

https://www.metoffice.gov.uk/blog/2025/what-is-sudden-stratospheric-warming

'Do you know where ownership of the permit to drill for and supply oil resides?'

no

Oofy - no; the debtors could seize the collateral [Angus Energy Weald Basin No. 3 Limited], and then ANGS gets liquidated after losing the gas field. Angus Energy Weald Basin No. 3 Limited remains in operation, so the licence is never in jeopardy.

Popular YouTube shares podcaster [2 million subscribers] - does a bit of an autopsy on the paperwork behind Nvidia's quarterlies.

https://www.youtube.com/watch?v=lRDiB6qYoN0

I asked yesterday, "When do the Administrators take charge?"

Looks like it is getting closer after reading that RNS. Even Ocelot cannot be bothered trying to spin the news... desperate days.

"This anti trump chap" - he lectures law at University of Southern California

'Keith kellog quits on this stitch up'

#fückers #kompromat

'cannot trade Wcap or Aquis shares on Halifax so just miss all them risers'

Why not open an account with a firm that allows you?

"hex....88.99 on the ask"

What colour Aston Martin are you buying? Are you even going to waste your time on a 2nd hand one of just getting one new so you can get it customised?

New Frontier Minerals are looking at 2 rare earth prospects about 1 km apart from each other that have high yttrium and other more valuable rare earths. I know little about the company other than it was called Castillo Copper and had a little under £1m cash at the end of September, so probably needs more cash soon.

Might be one to keep an eye on and see how the next fund raise is done / who participates / what discount. CEO seems to own less than £100k worth so not much to inspire me to do much more research let alone buy.

https://www.lse.co.uk/SharePrice.html?shareprice=NFM&share=New-Frontier-Minerals

Any thoughts?