Member Info for pasajerodeltoro

5. If they manage to get enough profit over a year,
advertize that they will pay out a dividend if they can pay out higher than a 1 year govt bond yield.
- If average investors see 5% dividend being offered by SUPP whilst the base rate is 4%, which will go for?

Here is what SUPP should do:
1. STOP THE BUYBACKS.
2. BUY SHORT-TERM BONDS WITH A DECENT YIELD INSTEAD.
3. KEEP A FOREX+CRYPTO RESERVE, ACTIVELY TRADE IT USING ALGOS.
4. INSURANCE: ACCUMULATE NEGLECTED COMMODITY ASSETS THAT HAVE GROWING UTILITY YOY.

Schroder's 2022 Full Year Results: https://schroders.wistia.com/medias/jb4a6hkys4

1. Why did this drop?
Schroders profit drops 14% in ‘challenging year for markets’:
https://www.ft.com/content/1bf4a7de-528b-4265-a7c6-aa314880a3e0
- Probably for similar reasons as the troubled venture capital banks in the US, is my guess.
- Investors don't like their money being locked up for long periods whilst banks are collapsing around the world.

2. CEO is currently a pessimist:
"The world hopes inflation will return to pre-Covid levels, but it’s hard to see that happening soon,” Peter Harrison, CEO of asset management firm Schroders, tells “Globes”:
https://en.globes.co.il/en/article-schroders-ceo-is-pessimistic-about-inflation-and-intrigued-by-israel-1001440139

3. Will this fix or add to the problem?
Schroders becomes first to launch long term asset fund to allow investors to invest in illiquid and private assets:
https://www.ftadviser.com/investments/2023/03/09/schroders-becomes-first-to-launch-long-term-asset-fund/

4. Solution to fix Schroder 's gloomy outlook:
Provide some balance by including more short term bonds in their funds and this trust !!
They should provide a little liquidity to inspire more confidence in investors.
Instead of 3-5 y bonds, just 1 year bonds should be the majority of fixed-income for their assets.
Actually, they should have a reserve for each fund and trust that just does forex and crypto, so that it's 100% liquid. Also, put a few commodities in there for insurance.

- If they provide some stategy like this, I may be interested in buying back in.

I just had a new H2 ready combi installed, as I said before. I doubt now that H2 will be put into local networks, leading straight into people's homes b/c of the safety issues and insurance liabilities.

My installer admitted to me that gas boilers were on their way out and everything will go electric, just like I described before. He's even switching to an electric induction hob himself. However, massive power requirements mean massive bills if you want to rely on your govt approved power monopolies for new nuclear power stations and so on.

Imo, the best long term option is to go off-grid as much as possible.
HFCs are a stepping stone to that end for the majority of individuals;
Geothermal systems are the best option for small communities, where it's feasible to do so.

In fact, I expect they will just replace everything with the new composite plastic pipes , and when I say "pipes" I include the main pipes for towns and cities. Although, there are types of steel that can be used to safely transport hydrogen. These steel pipes are made in Germany.
https://pipesourceuk.com/hydrogen-ready
https://wiki2.org/en/Hydrogen_pipeline_transport

All the old iron piping will be replaced in the next few years, and I expect copper will be too.

The demand for oil to make the required materials will go through the roof as the new grids get rolled out,
not just in the UK, but around the world.

Where will they be made?
For the H2-ready plastic pipes, I'd suspect it'll be China, and perhaps that's why they are ordering so much oil on a continuous basis. For the H2-ready steel, it's Germany.

https://www.energynetworks.org/newsroom/replacing-britains-old-gas-pipes-from-safeguarding-the-public-to-laying-the-foundations-of-a-zero-carbon-gas-grid

Looks like this sp drop is more to do with the finance sector than the oil sector.
Somebody sneezed and fat fingered a trade in the US, I guess..
Now everybody's caught a cold.

Anyway, oil remains fairly high and China will still be buying.
https://oilprice.com/Energy/Oil-Prices/Oil-Prices-Are-Set-To-Rise-Throughout-2023.html

As for gas, that's taken a major tumble, so that makes it cheaper to reform to hydrogen now.
Home H2 Fuel Cell market looks to be gathering momentum in the UK.

Keep all the dangerous stuff outside, get off the electric grid, don't pay any 'Net Zero' pollution taxes. Wtg.

Just found this Panasonic HFC. Looks just like I imagined an exterior home HFC would be like:
https://www.panasonic.com/uk/corporate/sustainability/products-and-solutions/hydrogen-fuel-cells.html

Miles5 apparently wants censorship b/c he can't win an argument.
Points you made:
1. "Horrific" - Yes, I can be to my enemies, so don't go there.

2. "Brexit loving" - I neither love or loathe Brexit.
The facts are that:
[i]. David Cameron chose to go ahead with it becasue UKIP was a threat to the Tories,
[ii] The majority voted of UK for it, but there was some dubious private counting involved (in Scotland),
[iii] Brexit was never fully carried out, because most politicians are on a gravy train of one sort or another.
Therefore, the lack of progress with Brexit has exposed the hypocrisy and corruption within the Tory govt.
Whilst the so-called Brexit negotiations were being carried out and the UK's armed forces were being scaled back, the EU was pushing for a military union with the UK. Also, a "Common Purpose" agenda was put into action leading up to the Pandemic. None of this was indicative of a puch for legit independence from the EU.
[iv] Brexit will certainly be reversed if any left-wing party gets into power.

3. "COVID a hoax" - As I have personally experienced the disease twice, once just recently, I can assure you that it is not a hoax. I never said it was a hoax, but I admit that I did say that statistics were being manipulated, and that Matt Han**** was manipulating the public - and that has been confirmed via WhatsApp.

Also, I did say that the predecessor to the SARS-CoV2 virus likely came from a cave full of bats, eight years before the outbreak, because some Chinese miners were exposed to a similar SARS virus and they were sent to a Wuhan Hospital. Samples were sent to the (PLA controlled) Wuhan University lab and experimented upon until the lab leak which first broke out onto the campus and then spread internationally. This has been confirmed by whistleblowers and even defectors from China.

4. "BNP, EDL, ...Trump" - hold no lasting interest for me politically.

I never financially supported any of their political campaigns.
I have spoken out against some of their policies and practices.

I am not interested in them politically log term,
b/c they have unwise vested and nefarious interests of their own.

However, both Establishments certainly fear them all,
b/c these groups have helped to expose crimes inthe UK and US crimes that get covered-up by govts.

As for ILLEGAL migrants:

[i]. Why don't you consider the LEGAL migrants that have made many sacrifices,
in order to live in the UK, whilst following all rules required?

[ii]. Are these migrants worth less to you because they aren't as pathetic and helpless?

[iii]. Is it okay to forgive foreign criminals of high crimes (like rape, murder, theft, terrorism,... etc) ,
just because they entered the UK on a small boat, w/o papers?

Satis iam facta sunt sacrificia.
Da nobis debita nostra iusta.

Fracking is suppressed b/c of relatively few politically powerful nimbys
out in the countryside, who aren't willing to take any risks.

These virtue signalling lilly-livered liberals reject self-risk,
but accept that plebs they employ take on risk for them.

They are happy for you to take the risk of bringing in millions of illegal migrants into Britain,
subsidize housing for them using YOUR taxes, inside energy guzzling hotels.

Then, after all that, they expect capped energy prices in our rigged market..
and cheap energy bills !!

At this rate, I expect an anti-windfall tax energy strike within the next few years.

We know that all the politicians want is YOUR money,
and I'd expect them to start heavily milking renewables also..
even wind and solar !! Similar things happening with EVs and "road tax".

Looking pretty grim in the UK. Even the con-members are talking of energy renationalisation!
https://community.oilprice.com/topic/32530-energy-armageddon/

- I'm all for that if it only applied to bill providers, but it won't be just that!
- It'd be a Chavez rerun, but w/o much substance in comparison.

$41/boe mean operational costs means a very tight margin.

If it were just oil involved and no woke government, we'd get 4.65%,
but what we really get is 3%-ish b/c of woke windfall taxes that will be used to prop up wind farms
that have to be turned off if it's too windy.

The profit is nothing compared to the real inflation
that has occured, which has been about 17% over the last year.

Everybody is struggling thanks to Sunak's Wokenomics,
and I suspect the same is true across the whole oil and gas industry,
which is why I'd expect another surge in oil prices towards the latter half of the year.

Of course I disagree with ReformUK on some things, like the 'K' part of their name,
which needs to end sooner rather than later.

Anyone who pushes for it is an ignoramous,
which would largely apply to Tory supporters, tbh.

I did also communicate with Johnson and Truss, and other tories.
They actually took on some of my ideas and are getting ready for implementing them.
I haven't bothered with Sunak though. It would be like talking to a brick wall.

Well, I guess that you are an anti-fracker then,
because Reform are now the only party that would seriously consider ending the moratorium.

I've made a suggestion to Igas (and Reform UK) that could solve this problem and make profits for them.
If Reform UK get into power, I think they'll back it and roll it out across the country.
https://twitter.com/LibDems/status/1618582320474378241?s=20

Split two ways, might mean a 75m market cap for igas if they won in partnership with bayotech.

2nd reaction works with an enzyme . Told igas and bayotech about it.
Musk donated $100m to an X-Prize fund that solves the problem of storing co2 btw.

Didn't render right.

H2O +CO2 ->H2CO3
H2CO3 (dissolved in water)->HCO3{-} + H{+}
HCO3{-}+ Na{+} -> NaHCO3 (requires heating the sodium)

I think combusting hydrogen is inefficient and dirty,
producing actual pollutants that you can worry about b/c it'll be taxed: NOx emissions.
https://www.viessmann.co.uk/en/heating-advice/boilers/how-do-hydrogen-boilers-work.html

H2FC vs H2 ICE (autos):
https://www.youtube.com/watch?v=D6mmSonJgII

I think putting H2 in a fuelcell is better.
There is even a fuelcell/boiler that has a methane/steam reformer included!
https://www.youtube.com/watch?v=kDVwSdshQUY

There would be alot of waste heat in the co2 exhaust, I think.
Better for companies like bayotech and igas to deal with that part of the process.
They will be more likely to capture the co2 and use it for something.
I made a suggestion on heatgeek's video about a way of capturing the co2.

Whether the chemistry is right or not, idk.
Consider this "guesswork", unless you are good at chemistry and can confirm this:
H2O +CO2 ?H2CO3
H2CO3 (dissolved in water)?HCO?3 + H?
HCO?3+ Na? ? NaHCO3 (requires heating the sodium)

Anyway, hopefully I will be able to sell my combi and get a ZEB +HFC in a few years,
and not have to worry about gas explosions or pollutants in my house.

ICYMI - new gas combi boilers are "H2 ready", including the one I'm getting.

I hope I didn't cause it. Put a poll on twitter about what heating system people would prefer.
Geothermal won, but only six votes so not that representative.. results below.
I'm having a new boiler installed and that's why I did a quick poll.
I would go for an electric combi or for an Tepeo ZEB,
powered by an exterior H2 fuelcell,
but a H2 network and the ZEB aren't in my area yet,
but maybe they will be in a few years?
Idk. I got a gas-combi for now.

Here's the twitter poll (830 views, 6 votes):

WHAT HEATING SYSTEM WOULD YOU PREFER INSIDE YOUR PROPERTY?
CH4/H2 GAS Combi-boiler
33.3%
AIR SOURCE Heat Pump
16.7%
Geo-Thermal Heat Pump
50%
ElectricCombi+H2 FUELCELL
0%