Member Info for nomlungu

The Pressure Is Dialing Up on Russia’s Oil Network || Peter Zeihan

https://www.youtube.com/watch?v=Rs-zQppucJA

They are reaching Terminal Point... Soon, the Russians will be facing shut-down wells in winter that will freeze and need to be redrilled [with the know-how they do not have].

Cash outflow for 6 months to end of June = (1,037,192)

Cash on hand at end of June = 518,794

If the cash burn is the same then cash on hand now is virtually gone. How are the rampers going to try and prop up the share price today? When will Porky and Rats add their comments?

800,000 tons of mud probably just made electronics a little more expensive

https://www.theregister.com/2025/09/26/grasberg_accident_copper_prices/

'News of the incident saw the price of copper jump three percent to $10,300 a ton, and the share prices of other copper miners surge. The metal cost around $8,900 a ton at the start of 2025.'

BREAKING: President Trump posts a picture of himself firing Fed Chair Powell.

https://x.com/KobeissiLetter/status/1972038399940088013

Gold.....

The GOP are trying to get a bill through [possibly as part of getting the budget passed] that gives the President legal powers to authorise the killing of anyone he declares to be a terrorist... and he is declaring anti-fascists protestors terrorists.

Dark days for democracy in the US.

President Donald Trump is directing Defense Secretary Pete Hegseth to send U.S. troops to Portland, he said Saturday on Truth Social, making the extraordinary pronouncement that he is greenlighting the use of “Full Force, if necessary” in an American city.

“At the request of Secretary of Homeland Security, Kristi Noem, I am directing Secretary of War, Pete Hegseth, to provide all necessary Troops to protect War ravaged Portland, and any of our ICE Facilities under siege from attack by Antifa, and other domestic terrorists,” he wrote.

https://www.politico.com/news/2025/09/27/donald-trump-portland-troops-00583380

But what about the Epstein Files?

I have heard that Russia has spent hundreds of millions of Euros to try and sway the elections their way...

Radek Sikorski: Poland’s View From the Frontline of Europe | Foreign Affairs Interview

https://www.youtube.com/watch?v=HY3GasxGOpc

Poland's Deputy Prime Minister

I watched the video earlier... tying the demise of Russia to the demise of MAGA makes some sense.

Ocado's App and web interface are currently broken. If they have been hacked then their share price will collapse... if they cannot deliver all the goods in their warehouses will spoil. Nearly 1000 reports on Downdetector in the last hour:

https://downdetector.co.uk/status/ocado/

Https://downdetector.co.uk/status/ocado/

Site and App down

https://www.ocado.com/search?q=Eggs

If it stays down much longer expect the share price to follow

Heather Cox Richardson explains

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

Project 2025 want to use the shutdown to gut the US GOV; the Dems do not want to cooperate on passing a budget unless the gutting of Obamacare is reversed. Newsweek has this article: 'Health Insurance Premiums Could Rise More Than 80% Next Year'

https://www.newsweek.com/health-insurance-premiums-rising-80-percent-2026-2132062

Prices are going up so the healthiest are stopping their plans, which means there are more sick people in the uninsured pool so prices have to spike. And, the cut in insured means that the uninsured burden on emergency rooms is rapidly increasing and putting so much strain on [mainly rural] local health services that hospitals and clinics are closing.

The rural MAGA voters voted for this, and they are going to get hit the hardest.

#leopardseatmyfaceplease

President Donald Trump on Thursday said the U.S. will hike tariffs on heavy trucks, kitchen cabinets and pharmaceuticals starting Oct 1., the latest in a steady series of trade actions aimed at protecting domestic industry from lower-priced imports.

https://www.politico.com/news/2025/09/25/trump-tariff-hikes-trucks-pharma-00581683

The Trumpians seem to relish the approaching GOV shutdown... this is unlikely to end well.

To postpone a meeting once is careless... but a second time? Hydrogen Future Industries [HFI] postpones its AGM for the 2nd time telling punters to look at the previous announcement that stated: 'The Company has decided to adjourn the Annual General Meeting in order to allow additional time to finalise certain corporate matters and to ensure that shareholders are provided with the most up-to-date and accurate information when considering the business of the meeting.'

https://www.londonstockexchange.com/news-article/market-news/notice-of-adjourned-agm/17249823

#Kosher?

Evi,

Intel’s future depends heavily on making 18A a success with competitive yields. While official numbers aren’t disclosed, several credible industry reports suggest yields may still be in the ~10% range, though Intel disputes this and insists improvements are underway. Like Apple, Intel could still monetize some of the underperforming dies through binning (e.g. chips with disabled cores sold at lower tiers), but high-yield volume remains the key to profitability.

There have also been reports that Apple is evaluating Intel’s upcoming 14A process for future Apple Silicon, contingent on Intel first proving 18A yields and ramping successfully. That said, any such partnership would likely be several years out, as Apple’s current M-series roadmap is already tied to TSMC.

Intel is effectively betting the company on making 18A (and then 14A) work — both to regain process leadership for its own products and to establish credibility as a global foundry alternative to TSMC.

[edited by chatgpt to make more sense]

The Exchange will cancel the admission of AIM securities where these have been suspended from trading for six months.

https://docs.londonstockexchange.com/sites/default/files/documents/aim-rules-for-companies.pdf

April, May, June, July, August... September. UKOG are due to have their admission to AIM revoked next Wednesday unless the accounts are finalised and published before then. Times running out.

Dima Watermelon - Ukrainian Dream (FULL COMEDY SPECIAL)

https://www.youtube.com/watch?v=ojBM2e4hsjg

Jake Broe recommendation... free laughs

That Secret Service SIM farm story is bogus

https://cybersect.substack.com/p/that-secret-service-sim-farm-story

Turns out is was just propaganda fed to the media by the Secret Service. #1984

HE1 - £1675000 of CLN converted at 0.235. Still over £5m to go. I do not understand why punters do not run a mile from a company that resorts to death spiral financing.

PBT up 11% seems ahead of broker forecast of 5% increase for the year... which seems to be driven 50 / 50 by cost control and an increase in margin of 100 bps to 22%. Promising...

And, the 31 May year-end figures show 'Supportive funding partners with available lending headroom at 31 May 2025 of over £85m'. Theymust have significant firepower to deploy when they find opportunities for 'responsible and sustainable lending' [Net arrears and Net Bad Debt write-offs also continue to be well within our target ranges].

Solid update.