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AI firm DeepSeek writes less-secure code for groups China disfavors

https://www.washingtonpost.com/technology/2025/09/16/deepseek-ai-security/

The Sad Decline of the British Greasy Spoon

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

He makes exceedingly good videos...

I went to load Bloomberg's coverage and saw even Agenda Free is covering the announcement

https://www.youtube.com/watch?v=xediD9WsGJA

A 1/2 point would not surprise me... With Trump out of town in might give them some cover to make the bigger cut.

More happiness at Cerrado; now CAD1.20. Bearing in mind they control the future of the Lagoa Salgada VMS Project [which MAFL has a complicated interest in] this is good news [YTD now up over 200%]. Cerrado's September presentation has quite a lot of detail about the project:

https://www.cerradogold.com/images/pdf/Presentations/2025/Cerrado_Gold_Corporate_Presentation_-_September_2025_-_Presentation_Version_compressed.pdf

MAFL's interest is a 5% free carry that can be cashed out based on the NPV of the future cash flow from the project discounted at 10.5% based on the latest feasibility study [update expected by year-end 2025] if the Portuguese GOV exercise their right to exercise their right to own and fund 15% of the project. Otherwise, MAFL could end up with 20% of the project if the Portuguese GOV decides they are not going to exercise their right to a share in the mine [I think MAFL would have to pay the Portuguese GOV for the 15% and they might have to pay their share of any equity that would have to be raised... ].

Either which way this alone represents an asset that is significantly undervalued on the books [JV has always valued MAFL's assets conservatively and does little publicity as the company does not need to sell shares to survive unlike most other AIM mining companies].

Evi,

I am superstitious... once I lose trust in management, I never go back. KMK is in that basket; I might miss out on a great share, but it also keeps me away from💩.

Belarus is on the brink of collapse | Sean Bell

https://www.youtube.com/watch?v=IDkcKVq5-Xw

'The Company has completed its current drill programme with 2,302.8 m of drilling across nine holes over the three target areas:

· RU_25_DD001 - drilled to 400.3m, located at the northern end of the Rulikha IP anomaly

· TAL_24_DD001 - drilled to 305.5m at the Talovskoye West IP anomaly

· VU_25_DD009 - VU_25_DD-015 - drilled a total of 1,597m targeting the central orebody and resource extensions to the shallowest part of the resource model at Verkhuba (see Figure 1)

Drilling has now been completed with five of the holes logged, cut, sampled and sent to the ALS laboratory in Karaganda, Kazakhstan, for assay. The remaining four holes will be sent over in the coming weeks, with assay results expected from the end of Q3 and into Q4 2025.

Although assay results are pending, East Star is pleased to confirm that all holes have recorded sulphides in the target formations. Most notably, mineralisation was observed outside of the current resource envelope at Verkhuba where four drill holes focussed on extending the shallowest part of the deposit to the north.'

It would have been a failure if there were no visible sulphides when drilling cores into an expected massive sulphide deposit... This news should offer some comfort to the market as it waits for the assay results as delays into a news vacuum often spooks the market. Positive step out results quickly expand a resource size so the 20mt resource at Verkhuba can quickly scale up into a much more valuable asset

From SigmaRoc RNS this morning: 'In September 2022, SigmaRoc announced that it had entered into a joint venture agreement with ArcelorMittal to develop three new net-zero CO2 lime kilns (the "AMeLi JV"), adding to SigmaRoc's current network of c.70 kilns. However, it has been informed by its partner ArcelorMittal of its material concerns as to the timely execution of the project, including obtaining the necessary French building permits, and that ArcelorMittal will therefore need to step back from the project.'

French GOV fallin apaprt must ne of some financial benefit to UK Plc.

#AngryVeteran Reads Mean Tweets: Incel Groyper Edition

https://www.youtube.com/watch?v=ygnb8bDfh-s

Anti-MAGA vet

Video title: Tommy Robinson UK rally “draws 3 MILLION”

Elon Musk's AI says 110k

https://x.com/i/grok?conversation=1967712061988979051

Did the other 2.9million fall off the side of the flat earth?

Every tick up makes my MAFL stake shine a little brighter...

RENX - 13p paid

https://www.google.com/finance/quote/RENX:LON

RENX - showing up 491% on the London Stock Exchange RNS pages...

Evi,

I was listening to a Virology podcast today; one of the guests [final year PhD student] said that her mentors are advising her to look overseas for opportunities, as the US looks dire at the moment. The UK should be a net gainer unless the politicians play anti-immigrant too hard and deter US talent.

Anything waiting for the FDA can keep whistling... RFK has poured sand in the gears and seized the system. And Trump is letting him keep breaking the machine as he is terrified that his base will fracture before the midterms next year, and he will lose the House, and possibly the Senate, no matter how much he tries to rig the elections.

One for Evi

https://eaglepointcapital.substack.com/p/ai-skepticism-and-oracles-big-risk

Worth a read... where does Open AI get the $300b they have contracted to spend with Oracle? And why did they choose Oracle - did Oracle offer too low a price / other enticing terms. Is Oracle worth a p/e of 71?

Unusual for a BIG Company to feature: CFO of Dell Technologies (NYSE: DELL — $84.1 billion) resigned after two years. Last month, the company’s Chief Accounting Officer stepped down “for personal reasons” after five years. In January, Dell was on the B7A FOIA exemption list, indicating a potential undisclosed SEC investigation. In June, Disclosure Insight wrote about potential accounting deficiencies around Dell’s accounting for credits from suppliers and highlighted that in 2010 Dell paid $100 million to settle allegations it “used fraudulent accounting to make it falsely appear that the company was consistently meeting Wall Street earnings targets and reducing its operating expenses.”

https://thebearcave.substack.com/p/the-bear-cave-291

Https://archive.ph/y5rBp

Great paywall evader... link has full article

BREAKING: President Trump says all NATO nations are preparing to "do major sanctions on Russia" and impose 50% to 100% tariffs on China.

https://x.com/KobeissiLetter/status/1966837146460848394

Trek might like this when his next AIM gamble works and he believes it is time for a new toy:

https://flandriengallery.com/

Prices seem very good for the quality bikes they are selling [many ex-team bikes]