Member Info for nomlungu

QHE - Still the same Chairman as when it was called Mosman... did that failure damage his lifestyle or that of shareholders?

In the short term, SigmaRoc will also benefit from increased lime demand 'thanks' to the war-induced reliance on coal-fired power stations and the associated need for smokestack emission scrubbing.

Konstantin was on Pyotr Kurzin's latest video... he was wearing a t-shirt with the logo 'Let the swans dance'

https://www.youtube.com/watch?v=RWWz81mvumE

Konstantin noted that all you see on TV when the coup starts is ballet [hence the Swan Lake reference]. Great t-shirt; subtle but on the money.

The first episode of the infowars after the onion took over

https://www.youtube.com/watch?v=Exu1SEZE9Ug

Patrick Boyle on inflation

https://www.youtube.com/watch?v=rnW3Bq6_-6k

He does not paint a pretty picture… well explained as always

George Michael goes to war

https://www.youtube.com/watch?v=tSdHCUE5bNA

[Pyotr Kurzin: Putin Has Lost Control of Russia’s Economy | w/ Paul Warburg]

She was a Fox reporter, not Kellogg's daughter. Kellogg's daughters name is Meghan Mobbs and she is a pro Ukraine voice.

https://www.ukrinform.net/rubric-polytics/4048622-meaghan-mobbs-president-of-the-rt-weatherman-foundation-daughter-of-general-keith-kellogg.html

The Tech Report (The Times): Ai bubble: AI is more expensive than an employee, Nvidia VP Admits | Ed Zitron

https://www.youtube.com/watch?v=fmK40iq-U6Y

Some say Ed is a Doomsayer; some say he is a Truthsayer. Nonetheless, worth a listen if you think that the AI Bubble is not a Bubble. Microsoft's GitHub is going to token based charging from June. When people see their bills they might start overwhelming Claude's code platform which will force Anthropic to start token based charging as they will not be able to subsidise so many new customers. And when people start having to pay unsubsidised bills they stop seeing the benefit of AI and all the AI compute being build becomes stranded assets.

One of the few shares not red is EST - and that is because they got suspended due to a delay in publishing accounts. Bit irked that I had missed the outstanding accounts and impending suspension.

Maybe it will be enough to scare off some punters as I will increase my holding if the price drops to around 2.5p on no news.

I did not even know there was a cliff-edge date approaching... Not personally bothered as I do not need or want to sell but it will cause a degree of reputational damage which is a shame.

‘Welcome News’: Kentucky Distillers Applaud Donald Trump’s Decision to Roll Back Tariffs on Scotch Whisky

https://thedailypour.com/whiskey/scotch/kentucky-distillers-applaud-donald-trump/

I did not know this regulation and resulting trade: 'The KDA emphasized the importance of barrel exports, noting that Scottish distillers have long been the largest international buyers of used Kentucky bourbon barrels — a key secondary market created by U.S. regulations requiring bourbon to be aged in new charred oak barrels. Scotland doesn’t have such a regulation, and a majority of scotch whiskies are aged in ex-bourbon barrels.'

Ryan McBeth - Why Iran Thinks Nuclear War Brings Salvation

https://www.youtube.com/watch?v=bmitxAtsP5k

Worth a watch / listen

New to me / not for me [there is one close to where I live] but probably of interest to bike enthusiasts

https://gentlemansride.com

'The Distinguished Gentleman’s Ride unites classic and vintage styled motorcycle riders to raise funds and awareness for prostate cancer research and men’s mental health'.

https://gentlemansride.com/events/england

It is probably still good for the NACHO trade [Not A Chance Hormuz Opens]

https://www.independent.co.uk/news/world/americas/us-politics/trump-taco-wall-street-nacho-b2967600.html

My sympathies - it was a hefty discount. Same people have taken over PYC... maybe you will get a spike to sell those shares?

Troajan,

Did MDH ruin your morning or had you creamed off enough already?

Evi - from one of my favourite dub tracks:

There's wickedness at work in the Square Mile.

There's some terrible things going on down there.

The City, the dirty big area.

I've had a few dealings in the City, met a number of stockbrokers, and I can tell you, in all my life, I've never seen such dishonesty and greed.

It's like a big betting shop, a bookies, a casino, where they're all screwing each other and the rest of the world.

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

This has been sitting on a watchlist for a while as the tech could be worth a small fortune... Even accounting for the FX headwinds they blamed it on, flat ARR coupled with 'Development costs capitalised' of £522k does not compute for me; if their intellectual capital is increasing why is ARR dropping / flat. And the £522k capitalisation lets them claim to be EBITDA positive.

Stays on the watchlist for me... if ARR jumps then it could becomes tempting.

Brent crude hits 4-year high, soaring past $126, as U.S. military to reportedly brief Trump on action against Iran

https://www.cnbc.com/2026/04/30/oil-prices-today-brent-wti-us-iran-war-trump.html

Pain is coming... those people who felt smug about buying dips may come to feel remorse for their haste.

BIG night tonight: 'Four of the biggest companies in the US — Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp. — are due to report earnings after the bell. And if they hit at the same time as last quarter, it will all play out in just 80 seconds.'

https://finance.yahoo.com/markets/stocks/articles/80-seconds-big-tech-earnings-090007149.html