Member Info for schlemiel

Market losing interest, again. A PUTB

In the future, a so-called “kill switch” could prevent a vehicle from starting or moving if it detects that the driver is impaired - Feb 1, 2026 4:45 PM EST

Final paragraph -

''Pressure Beyond Regulation

However, automakers may soon begin installing more driver-detection systems in response to the Insurance Institute for Highway Safety (IIHS) and its more stringent “30×30” vision, which aims to reduce road deaths in the U.S. by 30 percent by 2030. Vehicles without a driver-monitoring system would no longer be eligible for the Top Safety Pick+ award—the organization’s highest safety distinction. The designation can influence purchasing decisions, especially for buyers who prioritize safety.

As of this writing, the National Highway Traffic Safety Administration (NHTSA) has yet to finalize the safety standard that would establish timelines for the “kill switch.” The process involves extensive research and testing, which helps explain why the rulemaking process has taken longer than expected. Once completed, automakers may be able to adapt existing driver-monitoring and detection systems, as many vehicles already include similar technology to support their respective SAE Level 2 driver-assistance functions.''

https://www.autoblog.com/news/lawmakers-are-pushing-tech-that-could-block-drunk-drivers-from-starting-cars

As I said last week the reason the stock wasn't being bought was simply the market realisation that gold and indeed the wider market had for now ran of out steam, hit the top of the channel. That's the fate of all markets. We do need a state of calmness rather than those psychotic, manic moves that doesnt no one any favours.

Elon Musk

@elonmusk

'The satellites will actually be so far apart that it will be hard to see from one to another. Space is so vast as to be beyond comprehension.'

BREAKING: SpaceX wants to turn Space into the World’s Biggest AI Data Center.

• SpaceX is seeking approval to launch and operate up to one million satellites designed to function as orbital data centers.

• These satellites would provide massive computing power to support advanced artificial intelligence and data processing.

• The system would rely on near constant solar energy in space, reducing operating costs and environmental impact compared to Earth based data centers.

• Satellites would operate between 500 km and 2,000 km in altitude, across multiple orbital shells, to handle global demand.

• High speed laser links would connect the satellites with each other and with the Starlink network, enabling petabit level data transfer.

• Data would ultimately be routed to authorized ground stations around the world.

• SpaceX says demand from AI, machine learning, and edge computing is growing faster than terrestrial infrastructure can handle.

The company frames this as a major step toward a future where humanity becomes a multi planetary civilization powered by space based infrastructure.

''SpaceX's recent FCC filing outlines up to one million satellites in low-Earth orbit, from 500 to 2,000 kilometers high, designed as data centers for AI models, machine learning, and edge computing. They would use constant solar power, space's vacuum for cooling, and laser links to connect with Starlink, addressing surging demand that ground infrastructure can't handle. Elon Musk highlighted the vastness of space to ease visibility worries and called it a step toward harnessing the Sun's full power, though skeptics raise concerns over orbital congestion, debris, and astronomy impacts. The FCC has not ruled yet, with reviews expected on risks and sustainability.''

Buyers may be thinking gold has topped out and they fear they could be buying the 'top' of the range. It's all about expectations but no one can deny the money-making monster GGP's become. At some point GGP could be holding cash that may exceed its own market capitalisation. What will GGP to do with all that cash post-CAPEX?

Yes, nice to see Poods is still up and at it. Keep it up

Yes, price a tad more stable and more importantly and positively volumes have tailed away. I suspect the move from 6 back to 5p was little more than profit taking.

Someone's top-slicing, unfortunately.

Filtronic in radio frequency has seen numerous feast and famine periods relating, for example, to defence and telecoms. I drew attention to the shares at 12.4p in September 2017 when the company’s antennae were selling due to adoption of 4G networks, yet investors had broadly lost interest and the price/earnings (PE) ratio was only 8x.

The next stage of 5G looked like another major opportunity, hence the shares deserved steady accumulation. But the feast is coming from space: in later 2023 the price started to rise to over 20p on contracts for solid state power amplifiers in satellite communications equipment. This led in April 2024 to a strategic partnership with SpaceX, which saw the shares jump to 47p, heralding a bull market. The shares are currently worth 178p.

Somewhat similar to Tesla, we now see a big PE for Filtronic on nearly 50x versus a relatively modest £8 million net profit expected in each of the next two years, on revenue rising towards £60 million. However, the Space X relationship – involving equity warrants up to 15% of the company – implies this should be an ongoing feast, hence I rate it a “hold”.

NM

Https://www.hartenergy.com/upstream/emerging-plays/he-dick-stoneburner-beetaloo-basin-gas/

Four Marcellus-Scale Payzones? Inside Tamboran’s Beetaloo Shale Bet

Https://www.forbes.com.au/news/innovation/seeing-machines-unveils-driver-safety-tech-at-ces/

Superb stuff

Thanks for that. Bullish, very pleasing. It really is, at last, all coming together. It's been a bloody long wait.

Cash machine monster

I am intrigued as to why this unnamed customer would feel the need to proffer up $14m to SEE in this way. Is this related to the issue of the conv bond or for some other liquidity reason?

A loss of T1 customer would be a price sensitive news demanding SEE to report it to the market.

All heading in the right direction. Milestone nearly reached