The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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).
On its own I don't think there's anything too special about today's volume but when you add the context of Fridays trade, volume seems up to me. (As you pointed out ant).
I think they've changed the UI so you have to use a drop down to get Fridays trades now.
I don't think anybody mentioned the huge late trades on Friday, maybe it was too hot or we were all down the pub .
The 80k transaction looks to be part of something bigger, could just hedgies playing swapsie though
Gave me the fright of my life :-D
"Oh dear , and it's off " can be interpreted many ways when you've got a big deal cooking in the pot.
As you were, see y'all in a month or two.
?
In case it wasn't clear executive positions in companies attract sociopaths, great with charm but don't give a hoot about investors, if you've been investing down in the murky depths of Aim that should sound very familiar. ( I'm not counting hzm in this)
A little bit off topic but it's Saturday morning so what the heck.
Some careers are suitable for sociopaths. Politics is one , whether or not they're attracted to the role or they actually have skills that mean they do well at the role I don't know, I've not read up about it.
We're talking traits here though and statistical anomalies, the vast majority aren't.
Another role with sociopaths? I bet most seasoned aim investors can name one or two people they've suspected for legal reasons I won't name the potash related Aussie sociapath I have in mind.
https://www.smithsonianmag.com/smart-news/research-suggests-politicians-are-more-likely-to-be-psychopaths-11364143/
https://www.forbes.com/sites/stephaniesarkis/2019/10/27/senior-executives-are-more-likely-to-be-psychopaths/?sh=2660b8c447c4
Oh and traders as well ... It's very useful to be able to switch off emotion like a psychopath (again I'm talking traits and trends not saying everyone is a pyscho)
“Commodity prices are the last ones to fall in a recession.“
What about during stagflation? Open question, I don't know the answer
As far as renewables, ev sales and battery tech is concerned.
Number go up.
If that's your opinion funkster fair enough, keep an eye on china though with stimulus coming. I wasn't even aware they were in recession although I wouldn't have ruled it out given how they shot themselves in the foot with zero covid policy.
I suspect there's quite an appetite to wean off gas and oil considering it's been weaponised.
Wasn't the US health and climate bill given a boost yesterday finally getting Mitchams backing 40% reduction in carbon emissions etc it's not to be sniffed at and is very much the zeitgeist regardless of practically.
Whether or not they stuffed up the transitory period (I agree, take a bow German nuclear policy) renewables will be seen as the future.
I agree they dropped a big hairy ball on nuclear though, especially the Germans.
And now we have recession. A lot of people think this is chiming with the seventies (I wasn't around) what with an energy shock and stagflation, but this is a recession unlike any other, it feels like factors talked about for years are coming into play. We may feel poorer in the west as gdp falls but that doesn't mean the world is slowing down
1) Climate change and climate change policy will drive infrastructure spending
2) Demographics in the west and an aging population, labour is very much needed and in short supply. No mass unemployment
3) A shift in power from West to East, China despite it's problems might be an independent growth engine for at least a couple it economic cycle.
Thus far ... Of course we've still got time to turn this into a 2007 style crash.