Member Info for SlurmsMckenzie

Not going to argue about any short term (3 month ) reactions by the market. I honestly don't know what's happening there.

China seem keen so stomp on the narrative they'd turn things around.

I have to remortgage next December and I can assure you I'm not panicking about what interest rates will be them. Although I don't deny the UK(not world) economy could be very ropy.

He was wrong on the way up, why is he right now?

Also what happens when the energy price shock stops?

Food for thought if nothing else.

It does indeed interest me TDT thanks.

There's a well established link between nanoparticles and brain damage / cancer.

The death of the ICE can't come soon enough

Big macro events to take shape yet.

The extra cash call was painful to take but I'm now beginning to wonder if it was done at the peak of rates. US housing market looks like it's going to topple soon, oil spike due to Ukraine war should fall out of inflation figures soon.

If rates drop soon we've got one helluva contingency.

I honestly thought that they'd modelled increased rates as part of a stress test scenario I mean that's what lenders should do right, this was extremely naive of me.

Live and learn.

Good news everyone, I've sold half of mine.

There is now a 99% chance of a bounce.

They need an RNS about the RNS

Nothing, zip, nada ...

It's also mentioned in the Industrial Civil Works Contract Award RNS, so it's puzzling to say the least why they haven't done so yet, doesn't have to be a morning RNS though I guess not even sure it needs to be an RNS although you'd expect that

I feel like i've entered the twilight zone today!

Hyperbole is a good way of describing it, the point was just to do with extreme tribalism in polictics (which is true of both left and right, in fact the only thing I can think of that's more tribal is Aim investors and football fans)

DIdn't Donald Trump say a few years ago he could shoot somebody on fifth avenue and not lose a single voter, extreme, maybe distatesful to some and not entirely accurate but people understood his point.

Contrarians point is also anything but positive. and in some parts a little bit confusing for example " even though the project is *not *of strategic importance to Brazil" <-- maybe i just don't understand sarcasm as well as I thought I did.

Contrarian on a serious note have you considered the fact that given currency swings you have probably got the drop you were predicting? i.e as a perecentage in dollar terms. Ergo the only way is up ;-)

Not an Aim company? So there won't be an RNS when we go to IMF capital for a fund raise?

"Already I've seen pictures of electric Teslas in the US being charged by diesel generators either because the grid power is too expensive or is overloaded with demand."

Are you really seeing pictures or is it the same one Facebook post from about six months ago done for comedy effect, I ask because I'm quite active on social media and have seen one really crap meme reposted a number of times.

What's your projection for EV growth Contrarian and how does this differ from "experts"?

Me personally I think we're still going to see big gains. Even if I do think it's being tempered in the west by energy costs.

FWIW I'm more interested in what will be happening in China regarding their infrastructure spending and whether or not they can sort out there own imbalances. Then how quickly the US rectifies it's current overzealous tightening (BofA sending out dire warnings yesterday regarding this).

For sure a lot of the news is grim and we're in a recession now in the UK but investors in HZM need to look at the global picture (good or bad).

Should be a build update by the end of this month CT. That could at the very least settle a few nerves.

There's an interesting post on the blue channel about energy costs, that's worth reading. Posted yesterday or the day before.

Thanks for responding, your English is fine for communicating by the way, I just thought it was worth checking out as a possible explanation as to why some might have thought you were a bot (not me fwiw).

Musk probably went where it was cheapest to pick up a mine. I doubt he's finished yet.

Also you are right on the Aussie majors wanting supply, but it's simply because that's where they see the future (I also have bhp shares)

Well this is one turing test which would be passed. Afaic. You'd have to ask why ?

KRSS is most likely an enthusiastic investor. KRSS is English your first language?

Hi KRSS

"This article shows Australia don’t have much battery metals“

It's worth you independently fact checking that statement.

Speculation factor I'd think and traders trying to outsmart each other. It's not a case of supply and demand, normally it's a case of supply demand and a pinch of speculation up or down.

That's one half of the equation Steven.

The other side is the price of nickel.

(Also it's quite speculative to assume the fed won't have pivoted by 2024 or 2023 for that matter, although ya never know).