Member Info for thomsk

52 billion solar panels? That’s a lot of silver and copper. What’s the project?

Anti-LBGT, Christo-fascist misogynist.

Rug munching? Yes, please.

Probably a Daily Mail reading, Reform voting monarchist too.

Ah. A climate change denying nutcase.

All good points, Hamm. WTF are MATD doing apart from losing me money?

Oops. I’m obviously off the pace.

According to a BBC news article an agreement has been reached which covers the vast majority of the world's commercial shipping and means that starting in 2028, ship owners will have to use increasingly cleaner fuels or face fines.

5

Could this be QED game changer?

https://www.bbc.co.uk/news/articles/c20xxv22wl9o

Hmm. Looking at Friday’s drop in SP across the sector which coincided with UK gilt yields rising, looks like there might be an unhealthy correlation to the state of UK gov finances. If there’s a bump I think I’ll reduce exposure a bit.

These wind/solar shares might be a good hiding place during market volatility. High divs, discount to NAV, long term fixed revenues, possible failing interest rates on debt and the sector has already been hollowed out. I’ve bought UKW, ORIT, TRIG and BSIF.

At some point in the future wind and solar companies will pay down their debt and produce energy for the cost of maintenance. I’d like to see fossil fuels compete then.

Yeah. Stop f**ing about and build that gold mine. Been waiting f**king years!

Just read Sonora feasibility study. From page 24 "A decrease of 30% in the average lithium carbonate price, from $11,000 to
$7,700, decreases the Post-Tax NPV from $802M to $148M and Post-Tax IRR to 11%."
Current price is $7500/t. Puts a bit of a dampener on things...