Member Info for Unexpect3D

Sorry to hear that Pete.

At least with the divorce, she’ll only get half.

Well, if it came from EJ......

I have a kitchen sink.

But also a mortgage and bills to pay.

I started with £1000. I now have £1500. Give or take.

What do you do when all the shares you have invested in are making the same noises? Sit on your hands.

ALBA has the most room. EUA, GGP are poised. EML worries me but I think is just not as popular. HZM is a Nickel play that might come good. That might be somewhere I cut to come in further here.

Except AML, that is just wierd.

You just know Q2 results are going to hit at the same time and I can’t put the kitchen sink in all of them.

So, basically. Until payday, this is an exercise in sitting on my hands.

I’ll make £400.

Not even joking.

But what I will get is confirmation and validation in my research and lament my timing that I’m in at 26p. Not something with two zeros to the right of the decimal point.

I didn’t own a share in March so can’t expect everything.

I have put £750 into ALBA.

Earnings from GGP (certainly not from AML).

Sitting firmly in my hands here now.

Tesla aren’t interested in boutique brands or styling or any of the usual car stuff.

That’s why the cars look like computer mice.

Tesla are going to make money from the ‘engine’.

The battery/motor combo. They’ll license the use of proprietary tech and sustain a royalty baseline.

This is why I don’t see the Dyson rumour as incredibly silly.

However they make AML successful, I don’t really care.

FWIW,

NVIDIA have their GTC coming up too. It has usually got some Hitech names attached and relevant for gaming and 3D printing this year.

Not on my feed. Just a film crew at the mine.

Nothing wrong with rewarding employees.

At the PLC I work for, we have similar incentives. It motivates staff to go beyond their salary as they have skin in the game.

I would take this as an indication of the character of the board. I like it.

There is an IPO?

Batteries and motors.........

Cars and vacuums.

I presume Dyson saw EVs as a route to scale the battery tech.

But nobody would buy a £100k Dyson car. You know in your mind it looks like a cylinder with 4-ball wheels.

So, it served its purpose. He has significant IP that Elon doesn’t and he can licence it to get scale. Aston gets the IP without the hard work.

But it can’t afford it.

Daimler/AMG can.

It’s neat.

By the way, dysons are great. But they need to be kept clean and the filters cleaned. All the parts are replaceable. I’ve had the same DC07 for 12 years.

Henry is also great. But he has a problem.

https://youtu.be/QsF7-MhQKbQ

Makes sense. Dyson went for batteries. For their vacuums and their cars. And they know how to iterate in the electrical space. It wouldn’t surprise me if those little motors have benefits at scale too.

But Dyson knew that he probably didn’t have enough money and that few people would buy a Dyson branded car. He avoided the Sinclair C5 of this decade.

So there is a bunch of IP Dyson can’t use in the car space. But he can licence it to AML/AMG. And take a stock position. He is in the billionaire clu b.

Dyson, Aston Martin tie up for batteries/motors would make sense in that midlands/oxford tech area.

I’ve read crazier stuff on this page.

All my musings though.

Paddy,

I’ve been investing since March. Your worked has formed part of my education and I am grateful.

Thank you.

However, at all times I have been responsible for my own decisions. Pretty much since I decided when to go to the toilet or cross the road.

Don’t be put off by people disappointed in themselves looking to deflect the blame.

I agree. And I’m also in both.

End of the month will be telling.

It would mean the Sun and the Daily Mail would have a field day.

It’s not a bad shout Dunnie. Daimler have also had to restructure, so buying by ‘the back door’ would be more prudent.

It strengthens the AMG relationship and gives a legitimised route to EV powertrains for AML.

I’m not sure what it means for the current Mercedes F1 team if it is Daimler.....

Find the beach. FIND the beach :D

3300.

Spot on. Feel free to fond the beach.

Servicing costs are minimal.

The only parts that move have roller bearings.

If driven hard, they eat tyres because of the mass but there are no services.

I work in technology.

Believe me when I say nobody wants to hear “your going to have to wait for 5 years to see any payback”.

If it’s not immediate and huge, they are not interested.

Perhaps Elon is now trying to stabilise growth rather than shoot up?

If Tesla can get an EV out that can use the supercharger network for £20-£25k, I know I’d have one.

As long as it doesn’t look like a computer mouse.

You trying to mess us all up ;)