Member Info for nomlungu

Maybe it is time for a board dedicated to ramping? Maybe one with the ticker RAMP?

https://www.lse.co.uk/ShareChat.html?ShareTicker=RAMP.US&share=Liveramp-Holdings-Inc

AXIOS - Scoop: U.S. considers $20 billion cash-for-uranium deal with Iran

https://www.axios.com/2026/04/17/iran-us-deal-20-billion-frozen-funds-uranium

Axios often lead with Trump Admin news so this is worth a read... It seems as though significant progress might be being made. They have already caused significant economic disruption but progress could stop a calamity.

George Michaels interview with Wolf is worth a listen: Iran, Oil, and the Start of a New Economic Era | FT's Martin Wolf

https://www.youtube.com/watch?v=sZ6F_3eTGd0

Article about Central Asia's pivot Westwards

https://thediplomat.com/2026/04/a-new-dataset-maps-central-asias-extractive-economy/

---or unpaywalled---

https://archive.ph/YNtdP

The article links to this:

https://oxussociety.org/viz/resource-tracker/

which shows where the various countries are selling what to. The politics in the region are becoming much more favourable to Western Countries; I think it makes my stake in EST more stable. Does a £20m m/cap reflect their gold prospecting potential when they will have a 30% free carry in a project that should be extracting 10000 tonnes of Copper a year from 2028 / 2029.

The link to The Diplomat article is probably paywalled unless you are using a robust bypasser; this Archive link opens the article:

https://archive.ph/YNtdP

Https://thediplomat.com/2026/04/a-new-dataset-maps-central-asias-extractive-economy/

https://oxussociety.org/viz/resource-tracker/#c=KZ

Worth a read... EST's future is more tied up in politics than many appreciate, and the political outlook is looking more favourable to Europe.

Swissydog,

I had a quick look... cash runway to a final investment decision looks ok; exposure to high sulphuric acid costs are a significant risk if the war becomes a long term conflict by Trump will have to TACO before the midterms so the price shock should be over by the time HALO needs it; there is excess electricity in Chile but the recent currency devaluation will have made things a little more expensive if imported; the current politics is favourable to mining but they are having to tread carefully between competing US and Chinese interests [which may scare off Xinhai but might creates some interest from India’s Hindustan Copper Ltd].

The biggest potential redflag to me is the unknown around Arsenic levels they need to use and how effective the optimisation turns out; too much Arsenic and the required permits get denied and the project is worthless.

Swissydog,

I had a quick look... cash runway to a final investment decision looks ok; exposure to high sulphuric acid costs are a significant risk if the war becomes a long term conflict by Trump will have to TACO before the midterms so the price shock should be over by the time HALO needs it; there is excess electricity in Chile but the recent currency devaluation will have made things a little more expensive if imported; the current politics is favourable to mining but they are having to tread carefully between competing US and Chinese interests [which may scare off Xinhai but might creates some interest from India’s Hindustan Copper Ltd].

The biggest potential redflag to me is the unknown around Arsenic levels they need to use and how effective the optimisation turns out; too much Arsenic and the required permits get denied and the project is worthless.

Europe has ‘maybe 6 weeks of jet fuel left,’ energy agency head tells AP

https://apnews.com/article/iran-war-europe-jet-fuel-flight-cancellations-birol-6e67fafd493861b3858de5548aa77703

People are not pricing in how bad this is about to get

The Conservatives tried to get more gas out the North Sea but failed: "Hundreds of North Sea licences granted by Tories ‘produce only 36 days of gas’"

https://www.theguardian.com/business/2026/mar/28/north-sea-oil-gas-licences-conservatives

Have you considered that Farage is just mining for votes?

"None of the bigger holders are selling."

They cannot sell judging on the amount the MMs have on offer at 0.308p...

Trump Goes on a Firing Spree || Peter Zeihan

https://www.youtube.com/watch?v=V4kuJgxvETU

'This is going to get a lot worse...'

On a more serious note, 101012's comment about sulphuric acid highlights BIG problems about to hit the fan. Strategic fuel reserves are running down accross the world and serious economic disruption is going to follow. So demand for sulphuric acid and other items is going to fall off a cliff as economies grind to a halt. As COVID showed us, it is much easier to switch off a system than to restart it.

China is a problem... we are still over reliant on it for chemical precursors for all manufactured products. I would not blame China if they decide to prioritise the domestic economy as oil shortages kick in so pharmaceutical manufacturing in India / the West is going to come under strain and remain strained for some time to come. Expect shortages; stock up on essentials. And expect inflation and higher interest rates so locking in long term rates are great for borrowers but might be a terrible idea for savers.

This is going to go tits up rapidly... And a summer of discontent will be stirred by irresponsible politicians looking for self enrichment.

'my pc posted the wrong day..lol.'

Did you have to use the 'dog ate my homework' excuse when you went to school or did your folks skip the step and just send you off to work in the steel mill whilst you were small enough to get behind machines to clean?

Ryan McBeth

https://www.youtube.com/watch?v=muVDW5C_5bI

'China is In Deep Trouble Over Trump's Iran Blockade' - a must watch... China without fuel grinds to a halt. And that might be as early as the beginning of June.... just 8 weeks away. What does that do to global supply chains? Far worse than Covid.

"Last time out, third favourite, SPV from the Animal Health stable romped home at 7/5"

And therein may lie the explanation of why so many Valirx investors are financial losers. 7/5 is an implied probability of 41.67%. As 7/5 is the third favourite, there would have been 2 choices at lower odds... say, evens and 6/5. Evens is 50%, and 6/5 is 45.45%. Now we are at implied odds of 137.12%.

That's like the dog-food betting products such as greyhound racing that bookies feed to mug punters. And mug punters repeatedly lose and think that next time the result will be better.

Will you be averaging down if / when the discounted placing comes along? There should be lots of cheap shares being flipped...

Orban concedes... and it looks as though the victor may get a super-majority so will be able to rewrite rules that Orban put in place to sabotage the next leader.

Steve doing a double-header: Iran war and Orban election

https://www.youtube.com/watch?v=yeRo929Pt74

The closure of the Strait of Hormuz has cut off a key source of helium, threatening the global semiconductor supply chain.

https://thediplomat.com/2026/04/the-gas-inside-your-ai-chip/

The story just keeps spreading... The Diplomat is 'widely regarded as a "must-read" for policymakers, academics, and professionals working in international relations, defense, and geopolitics.'

Wellness Grifters - Kara Swisher [Vox Media] has Eric Topol as a guest

https://open.spotify.com/episode/4lu5zsvFaWZLAz9Ov9vUlR

Up 53.85%! Best £48 ever spent...

https://www.londonstockexchange.com/stock/SYME/supply-me-capital-plc/company-page