Member Info for perkylad

Yes i think you are right when you say that burning coal will continue to be financially competitive, however damaging the resulting emissions are to the planet. However that is primararily because it's free to emit as much CO2 as you like. Other competitive/political dangers to a long lifetime power station are numerous and i don't want to get too involved except to say that the link was meant to provoke some reflection of these possibilities . GLA

https://www.theguardian.com/environment/2020/mar/12/wind-and-solar-plants-will-soon-be-cheaper-than-coal-in-all-big-markets-around-world-analysis-finds

https://leadership.ng/2020/03/11/6-new-coronavirus-cases-in-south-africa-over-100-across-africa/

Just getting going in SA

Interesting thoughts TD and good work on your dismantling of the coin cell too. The battery and the capacitor share a striking similarity in that they are both essentially 2 conducting electrodes separated by 'stuff'. I'd never thought of the possibility that they could be combined though till now...

The fear of global slowdown is undeniable, why else are all the markets tanking? Your point that it might not happen/ is an overeaction is valid, but in a way irelevant (in the context of the stock market) when enough people fear the opposite and are panic selling! It can be both irrational (your point) and true (my point) at the same time!

Yes the fear of this outbreak does seem slightly disproportionate given the mortality being close to the average for flu (around 1%) but a quick look at wikipedia would imply that recent virus's have a mortality of nearer 0.1-0.2%. The average is boosted by the much larger numbers who died with spanich flu in 1918-20 (mortality 2-3%). So coronvirus is considered a threat at 1% but the real danger (and therefore perceived risk) is the much higher expected transmission rates due to our connected world and the potential economic damage that this will cause to our globalised economies in 2020 imho.

I'm more of the opinion that the greater risk to the SP is more a case of global slowdown than cardboard bio-hazard risk! Either way my previous entry point of 330 ish has been revised downwards. I'm inclined to agree that sub 300 is quite likely....

Yes chart looking encouraging too so another slightly less risky average down for me...

sorry knock a 0 off those figures...

Well predicted but strange (-10%) given that the buy volume is alledgedly 1000K and sell is 450k

converging with good results from Smurfit Kappa, a tip from Tempus in the Times (apparently) and the II's who are shorting this appearing to be waivering a bit recently, would be my take on the big rise today...

I always wander why we bother with nuclear fusion when we already have a rather large one, at a nice safe distance and due to run for another 4Bn years!

The dividend itself at around 4,7% isn't that shabby but the SP performance has been dissapointing. Marshall Wace short up again on the 22nd and having decided to not fight against them, i'm still out waiting for an entry price (maybe 310-320 region).

https://www.bbc.co.uk/news/av/business-51205524/davos-the-compostable-bags-trying-to-replace-plastic

SYM still unable to get to +eps, meanwhile the competion is gathering...

Cheers for info, only keeping half an eye out here and that certainly makes more sense in terms of the SP behaviour...

Schroders went from 15.59% to 14.71% of have i got that the wrong way round?
Tosca RNS not showing on here...

Yes surprising given Tosca and Schroders recent reductions...maybe another II buying and yet to declare? Other guesses are a tip somewhere or a leak from upcoming TU ...

You pay peanuts you get monkeys...!

Yes that's kinda the line i was thinking. It suggests more speculation than accumulation....

Cheers for info, didn't know about the 14 day rule, thought it was less than that.
Can see that delaying publication would be an advantage so see what (if anything) emerges shortly...