Member Info for Percypipe59

Tennents, I agree with the anti-satellite scenario, and regrettably and probably where the largest battles will take place. Space litter is also now a major threat.

JD,

There you go again, this time self-deprecating.

I suggest you cut the hysteria and try some anger management courses?

If words control you that means everyone else can control you. Breathe and allow things to pass.

Think about it.

There is no basis for concern over spacex challenge to SFOCs! It’s absolutely ridiculous!!

The added capital costs to data centres operating model using spacex is completely unworkable as is domestic space travel!!!

Major Pitfalls and Challenges

Prohibitive Launch Costs: Despite SpaceX's advancements in reusable rockets, current launch costs (around $1,500 per kilogram) are still too high to make large-scale orbital data centers economically competitive with terrestrial ones. The viability of the project depends heavily on Starship achieving a dramatic reduction in launch costs, potentially to below $200 per kilogram, which has yet to be proven at scale.

Thermal Management Issues: In the vacuum of space, heat can only be dissipated through radiation, not convection (air or water cooling used on Earth). Servers generate immense heat, and managing this in orbit requires massive, heavy radiators, which significantly add to the mass and complexity of the satellite, further increasing launch costs.

Harsh Space Environment: Electronic components face continuous bombardment from cosmic radiation and solar events. This radiation can cause data corruption (bit flips) or permanent damage to chips, reducing their operational lifespan. Hardware needs expensive, heavier "radiation-hardened" components or sophisticated error-correcting software, which may be less powerful than state-of-the-art ground-based chips.

Impractical Maintenance and Upgrades: A hardware malfunction in orbit is extremely difficult, if not impossible, to repair. Systems cannot be easily upgraded, meaning orbital data centers could quickly become technologically obsolete compared to ground facilities which are continuously refreshed.

Network Latency and Bandwidth: While laser links can transmit data faster in a vacuum than fiber optics on Earth, the physical distance to and from orbit still introduces latency (delays) of 10-20 milliseconds or more for a round trip. This makes orbital data centers unsuitable for real-time applications like high-frequency financial trading or interactive AI, which require ultra-low latency.

Space Debris Risk: The increasing amount of space debris in Earth's orbit poses a significant physical risk to the large, complex infrastructure of an orbital data center. Collisions could be catastrophic and contribute to the growing debris problem.

Regulatory and Environmental Concerns: The deployment of large constellations of data satellites raises international regulatory questions regarding data sovereignty (which nation's laws apply to the data?) and space traffic management. There are also environmental concerns about the pollution generated by the sheer number of rocket launches required to build and maintain the system.

Is it correct that Croda are in financial stress? What effect would this have on ITX please

What’s the capital outlay for spacex?

2026😁!!

Icarus flew too close to the sun, causing the wax holding his feathered wings to melt, leading to his fall into the sea and death

JD,

Personal insults appears to be your thing.

This shows a highly sensitive and insecure way of thinking.

An opinion is just that, it’s everyone’s entitlement, you’re response to others views is to knock them down.

In fact, the reality is, a negative response to others views means they carry weight. You need to understand this.

What is you’re share price target for M&S at the end of December 2025?

The point is JD, who matched? Bought to lend out as shorts? Broaden your thinking!

They’ve made an error on the last trade today.

The 9m shares sold in auction UT tonight is largely what I’m taking about with institutional selling I’m seeing.

Carrington-“just topped up” geezer!

OG haven’t made a penny in profit, nor paid out a divi EVER! It’s an IT co or a grocer! Only divi is paid as a bonus to Tim and followers! Fact. City don’t like Tim since he threatened Archie with court action over the final JV bonus he didn’t get! Nor did he warrant as OG missed the targets OG agreed to in the launch contract. Now they’ve lost a critical foreign contract. No I wouldn’t buy OG at 1500 or a penny! It’s run as a charity.

M&S is down 20% since this October! Numbers are important, and the burglary on M&S systems is down to the their IT help desk password change authority process, but ultimately down to protocol not being tested. Hopefully lessons learned I’m sure, but no H1 profits is a fact whoever’s fault-that can’t be ignored by city or private investors.

However, the lower share price is or could be an opportunity to more investors and fewer institutions.

At full profit M&S is worth ever penny of 400p to 500p, but half the profit, half the share price, it can’t get simpler for lead brokers.

Not emotional, just facts. I bought well at start of covid and shop closures and again later.

There are lookouts as I stated in earlier posts, especially when the visuals in aesthetics, services and product can be copied by competitors such as Tesco-who have resources to do just that and are in fact doing.

Clapham conversion is great for M&S and many others over last few years and constant renewal of product categories, and seasonal calendar events. But it can all be copied. It’s hard looking ahead whilst watching who’s snapping at your heels.

There are many opportunities for M&S in supply chain and especially digital, the sparks card has lost its appeal and is cumbersome, the bank sale to hsbc will make that harder for customers to understand club, and its value, when Tesco discount and reward at the till on club card loyalty. So far we have no idea how M&S will get more loyalty?

We need to see some huge strategic movement in M&S to maintain and improve market share, and keep it in the minds of its customers and potential customers.

Christmas ranges have sold out and, or committed, but it’s now the norm and the tv adverts are really boring now, they need a total rethink on marketing. There must be a ground moving innovation, that can match 2 years ago.

Some senior people have left clothing and the guy from boohoo has been installed , the direction of travel so far isn’t matching the largest demographics of M&S and that’s a concern.

I don’t see immediate value in M&S activities currently, but if share price can represent its current year profit take I would be back in at 200p

Good evening and happy weekend

Hi, here is something I thought you might find interesting: - https://uk.investing.com/news/stock-market-news/top-clean-energy-stocks-poised-for-growth-as-data-centers-drive-demand-93CH-4426398

Merry Christmas everyone 😃

Merry Christmas everyone! 😃

JD,

You are a liar.

If you do have amnesia go back and read your own posts, put the fan on so you don’t go purple.

By the way, I would never short M&S. I owe it too much too much to do that. Iv made a lot of money on its rebirth from Covid onwards.

I just can not own shares in it at this share price. Maybe 260p to 210p yes.

Tim continues to block M&S purchasing the other 50% JV and instead M&S/OG will launch the JV as a separate listing on London stock exchange, no doubt.

That’s incase OG was to go bust, and allow the JV to be unaffected by issues at OG, not ideal but better than the worst current scenario.

This won’t deal with the key operational improvements required at the JV in vehicle load efficiency, or buying.

The strategic concerns for me on M&S food store rollout is more of a medium/long term issue.

Tesco new stores and refurb look absolutely identical to M&S, they’ve basically copied most of the decor, and increased Tesco finest range throughout all categories.

Tesco continues to use its wholesale strength too with larger catering sku’s. Booker I guess will eventually disappear, as Tesco integrate supply chain for convenience stores, its own and competitors.

Full shop M&S food can go further in its aim to move from hand baskets to trolleys and increase average spend, however, that can only go so far, because its core demographic can’t carry increase shop home.

JD,

It’s just simply not the right time to be in retail, normally yes, but not this year and certainly not in M&S with no H1 profits.

In January things again will look very different, it will feel tighter on available discretionary cash. Plus the added pressure of no H1 profit being the main factor on sp.

I had to get out of M&S when day before H1 earnings.

You clearly sold your usual short position too early.

M&S will not make up the profit wiped out in H1.

Their sales on food will probably be strong though and less reduced to clear and waste, most online committed stock has been pre booked, and no extra volume.

Clothing however I don’t think is right and heading in wrong direction to its volume demographic.

This has further to fall.