Member Info for nomlungu

‘A way to let my friends know I’m still alive’ Vera Lytovchenko, a professional violinist, keeps playing for her neighbors — even as Russian bombs fall outside.

https://www.youtube.com/watch?v=uKdPEaFxY8M

And 1 year ago

https://www.youtube.com/watch?v=-Og1pHTeO2g

Like our GOV that sent the NHS and care homes PPE 7 years out of date

China battles worst Covid outbreak for two years as cases double in 24 hours - Nearly 3,400 cases were reported on Sunday, forcing shutdowns for millions of people and closure of schools in Shanghai

https://www.theguardian.com/world/2022/mar/13/china-battles-worst-covid-outbreak-for-two-years-as-cases-double-in-24-hours

https://news.ycombinator.com/item?id=30658886

https://www.google.com/search?q=china+covid

IF it keeps doubling in a day, they will lose the battle fast; big time lockdowns will be needed to prevent Xi looking foolish in the months leading up to his third coronation.

In Ukraine there are currently over 1000 deaths a day from Covid; surprise, surprise, there was a concerted Russian disinfo campaign that successfully persuaded the majority of the population not to get vaccinated.

Does old or out of date news read better to you? You might as well take last week's winning lottery numbers or bet on last week's football score / first goalscorer combi bet.

“Russia has passed a ‘fake news’ law that makes it illegal for any organization to report information that contradicts what the government says,” he continued, “which explains the recent headline, ‘6-foot-5 Putin Not Insane.’”

https://www.thedailybeast.com/snls-weekend-update-roasts-insane-putin-and-honorary-russian-trump?ref=scroll

Amusing quip from Saturday Night Live

That makes some sense, thanks.

If that is the case, then Suzy will be well advised to let shareholders know before some sell on incomplete information.

'A placing on a 2-3week delay due to Ukraine situation will not need a placing.'

Apologies if I am being dumb, but what does that mean?

'Pharma Should Stop Doing Business in Russia, Says Ethicist'

https://www.medscape.com/viewarticle/970136?src=

The author is correct; why should Russians have access to medicines and expertise from the West whilst they are bombing civilians and health facilities of an ally? If oil and other commodity companies must take a hit, why does big pharma get a free pass?

"‘The Kremlin is lying’: Hackers build tool to let anyone text Russian citizens about the war in Ukraine"

https://www.dailydot.com/debug/anonymous-hackers-text-russia-ukraine-war/

https://1920.in/

The ‘Rain Bomb’ That Could Shape the Australian Election

https://foreignpolicy.com/2022/03/11/australia-flood-election-climate-change/?tpcc=recirc_latest062921

I have thought in the past that many deposits in Australia will never be mined as they want no foreigners and their own people are going to be too busy cleaning up after fire, floods, pests and other calamities. From the article:

'The report warned the country could see one-in-a-hundred-year flooding events occurring several times a year without mitigation.'

Are they losing control? Is this the beginning of learning to live with Covid? What could go wrong?

https://www.bloomberg.com/news/articles/2022-03-11/china-to-allow-rapid-tests-for-first-time-as-covid-cases-surge

Jonathan Pie: How Putin Weaponized London’s Greed | NYT Opinion

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

You all know I am biased about PHC; with fertiliser prices spiking; demand increasing because of drought in the Americas and massive increases in food prices and expected regulatory approvals, prospects are looking good.

Food Costs Risk Surging as Europe Cuts Fertilizer Output

https://www.bloomberg.com/news/articles/2022-03-09/yara-reduces-output-at-two-european-plants-as-gas-prices-surge

European fertilizer makers, including Yara International ASA and Borealis AG, are cutting output because of surging natural gas prices, adding to the growing risks for global food inflation.

Russia’s invasion of Ukraine has roiled commodities markets and propelled natural gas -- the feedstock of nitrogen fertilizers -- to record levels. That’s forcing producers to curb ammonia output, pushing up farm input costs and adding to the risks of a worldwide food shock.

Yara is temporarily curtailing production at Ferrara in Italy and Le Havre in France, the Oslo-based company said on Wednesday. Output of ammonia and urea at its European facilities will be just 45% of capacity by the end of this week. The two plants produce 1 million tons of ammonia and 900,000 tons a year of urea between them.

Natural gas is used as a feedstock for nitrogen fertilizers, usually accounting for around 80% of a manufacturer’s costs. European gas futures are now about 10 times higher than a year ago. Global food prices jumped to a record last month, just as war started in the world’s breadbasket.

OAPK20,

I expect prospects to be good as long as they are able to source products in a timely manner; but we do not know how much flexibility PHC have in their supply chain. Demand should be increasing because:

Drought conditions in Brazil will be advertising the effectiveness of both Saori and Harpin and farmers with a decent crop will be benefitting from soaring prices;
Rising energy costs are forcing fertilizer prices through the roof; PHCs products should not be suffering from the same pressures;
Biden / the Democrats policies will favour PHCs products over NPK as they are better for general soil health. I expect this to help with new product registrations.

The relatively fixed cost base means increases in gross profit will flow straight through to the bottom line. I am expecting this company to start generating significant free cash flow in the next few years. But, as we are repeatedly reminded in shareholder presentations, change is slow in farming as farmers can only sow these crops once a year.

Hedge Funds Walk Away From LME After $3.9 Billion Trades Torn Up

https://www.bloomberg.com/news/articles/2022-03-10/hedge-funds-walk-away-from-lme-after-3-9-billion-trades-torn-up

Who Is the ‘Big Shot’ Behind Nickel’s Bad Short?

https://www.bloomberg.com/news/articles/2022-03-11/who-is-the-big-shot-behind-nickel-s-bad-short-quicktake?srnd=premium-europe

'But the Ukrainians are far to busy bombing their own cities'

What are you drinking?

Why give SOU more time when they were only offering paper nit cash?

You misunderstand? My risk = my profit = my iPad.

Otherwise he would be opening himself up to refund requests...

And I got the wrong share anyway... I would not invest in KRS whilst they are sniffing around looking for money; the bottom I took advantage of was ZEN and I was only prepared to hold for hours as I have little trust in the company.

Sometimes they bounce sometimes they just get to lower lows.

A new iPad with the M1 processor will be delivered around the ned of the month; I say thank you to KRS and the resident sage.