Member Info for schlemiel

Does Tom know more than he is letting on? ;)

Tom Allen used to work for Jemena

excerpt - note = UBS's new energy analyst Tom Allen

'Despite market perceptions of dwindling growth for APA in Australia, Mr Allen has identified a range of potential new pipeline opportunities in the next five years that could add more than $1.2 billion to APA's earnings before interest, tax, depreciation and amortisation. The biggest of these is a potential pipeline from the emerging unconventional gas province in the Northern Territory's Beetaloo Basin to the Moomba gas processing site in South Australia's north.

Mr Allen is bullish about the prospects for the Beetaloo, a factor that also underpins his buy rating on Origin Energy, which leads an exploration venture that has recently resumed exploration drilling there.

The Beetaloo venture is a reason Origin is UBS's preferred pick in the utilities sector, despite AGL Energy benefiting more from high wholesale power prices. Mr Allen noted prices were remaining higher than expected and said UBS did not expect Federal Energy Minister Angus Taylor's end-2021 target for wholesale power prices of $70 a megawatt-hour would be reached based on current policy settings and market dynamics. He said that while increased renewable energy was putting downward pressure on prices, grid constraints were likely to delay the push to $70/MWh until 2022.'

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https://www.afr.com/companies/energy/apa-seen-closing-in-on-us-deal-as-briefings-postponed-20191113-p53a75

What a pain up the ass this stock's become...ah well

https://www.mro-network.com/emerging-technology/how-auto-industry-inspiring-aviation-innovation

https://www.insider.co.uk/appointments/edinburgh-graduate-joins-board-aussie-20872247

I've got 700kin an ISA. I had 850k but I had to release some stock to pay bills and other current liabilities....I have no qualms about declaring my holding though I don't see subscribe to the general idea of doing so..some may find it a matter of confidentiality

If we can break this 'Zak Mir resistance' we could rally quite hard. The price is solid at this level with a pretty decent L2 order book...good base forming as well...we just need that piece of material news (ie not a tiny Fleet contract) to really push us forward..the market is waiting patiently for it

I hope these new NEDs buy shares on their own book rather than accepting freebies thanks to shareholders

Cenkos just moved up to 4.5p

Decent buy there fella..welcome

You need to check your calcs!

That'a a novelty...a buy at 4.7p. not seen one of those in weeks

3 v 1

Let SEE do what they need to do. These things happen under the radar. I didn't know for example that Toyota were testing SEE-Fovio until it was confirmed by the Daily Telegraph some months ago.

The DMS market is gonna be MASSIVE and it's gonna be global. My sense is that all governments will see cameras inside moving vehicles as a political opportunity and not just one related to public safety. The world of monitoring is just around the corner. New legislation will be needed to manage and protect data and the individual

Are these appointments fulfilling a statutory requirement? I hope not. Appointments of this kind must be accretive otherwise they are a drain on our resources

Mather's been playing the gender inclusion, gender diversity tosh but it was obvious to all that she was out of her depth. You appoint on the basis of MERIT not on the basis of 'lettuce or nuts'

Identity politics and femi-nazism will destroy the west and every WHM in it

'the leading provider of AI-enabled driver monitoring technology'..this is SEE's description

So what exactly is non-AI powered Driver Mon technology?

It does mean of course that the auto-makers are now signing off on DMS contracts and no doubt related to this week's EU news. I wonder why SEE management made the long, arduous trek over to Europe last week? mmmm

https://www.veoneer.com/en/calendar