Member Info for Trello

I do think there’s a need for energy / industry hubs. When you look at decarbonisation of the steel industry localised nuclear makes sense. Build high energy dependent industry close by. London could do with one to support all the internet exchanges and data centres, I did say that tongue in cheek.

Putting a nuclear plant in an industrial estate is a planning disaster waiting to happen. It’s incredibly hard to get mobile phone masts put up because the nimbies fear the radiation, just imagine the histrionics about having a nuclear reactor next door.

Probably still following the EU dictate (obey process) around putting tenders, despite Brexit so that they can adjust their compliance statements to win business.

I’m not trading banking stock but judging by the falls a lot of ‘spare’ cash will be heading their way to grab some profit on the bounce. A banking crisis like this is going take a few weeks (he says hopefully) to shake out, then we’ll see some healthy upside. So goes my theory

Just a step away from becoming investment grade again. A contract to roll out SMR in the UK from the government likely be the trigger needed. With Aukus, RN nuclear coupled with SMR the requirements are growing on RR there’ll be a solid income stream and real profits to balance up those from the recovering aerospace sector which is looking increasingly healthy.
Long sensible climb up towards 200 until the ink on government contracts is in place at the end of 2023

Metom

CS has been in trouble for years, the jitters in the sector seem like a existential threat to share values
https://www.theweek.co.uk/news/world-news/955848/a-timeline-of-the-credit-suisse-scandals

Always good to hold some

The corporation tax rise is pretty stupid imho and rolling back IR35 would be another way of getting the over 50’s back in the market

We’re in for a volatile week. I don’t think it’s that bad at the moment though we’d all rather be 6% up than down, we’ve all seen enough down after all. I’ve put a stop loss on for 30% of my holdings of 1:35 which I very much hope we don’t get to today or anytime frankly.

Silicone Valley Bank

Absolutely, SVB died (not the uk one as that’s under different regulatory control), nasty ripple

Blue Monday (161)

So yesterday would have been a good day to do some day trading, hindsight’s a wonderful thing

3% variation is about minimum for working this daily. As an aside, I’m wondering when the building sectors going to commence its ‘recovery’ phase as that’s looking like low hanging fruit at the moment.

I hope that article is correct, reuters are saying they’re buying Virginia class subs.

Interested ditty

https://invezz.com/news/2023/03/06/rolls-royce-share-price-chart-points-to-a-30-jump-to-200p/

Westie IAG is 154 at present and seemingly going nowhere currently whereas RR

Let’s hope NTC that they’re true to their words / apparent intentions. There are plenty of sites with interconnections to facilitate on now defunct nuclear sites.

Well it's certainly tried the faith at times.

Averaged down to 101.6 - target is 70% of pre Covid to review exit strategy.