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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (160691)	7/29/2020 7:11:46 AM
From: TobagoJack	1 Recommendation Recommended By zamboz Read Replies (1) \| Respond to of 218552

When i travelled to Australia last year Message 32412164 doing something about the truly barbaric metal Message 32415673 and got the kids some koala toys Message 32422672 I feared that ... (1-i) whatever I saw at various Australian airports and assembling points, teams of volunteer bush fire fighters going somewhere or coming back from somewhere, was not any one-off, but perennial occurrence (1-ii) even as HK was also burning, the flames shall spread far beyond HK (1-iii) politics about our planet would be weaponised as never before, and much weaponisation would happen, to create a world we do not recognize due to short memories (2) ... and then the pandemic accelerated all trends, something I did not figure on. (2-i) we are well in the acceleration phase, and there are no obvious breaking mechanisms, never mind mechanisms at work, and gold might be one of many temperature gauges trying to tell us something (2-ii) macro practically applied w/r to gold, the processes put to work during the Australia trip appears to possibly bear fruit, as several proposals are now on the table any of which would result in transaction of what was acquired in 2012 by a cabal of which I am a member, during the last and hindsight-apparent less-sincere gold boom when we the boyz prospected Message 28442349 and grabbed a cold potato siliconinvestor.com (2-iii) gold is not only a macro temperature gauge, but a fever, one that has chance to go pandemic facilitated by RobinHood. (2-iv) any reasonable transaction w/r to the mine and mill would be welcomed, whether all-cash or JV, as long as it results in more capabilities / capacities for more gold. Wonderful feature about gold mining in that, like crypto mining, the production results in cash, as opposed to some intermediate good that must be marketed, advertised, merchandise, haggled, sold, shipped in unwieldy bulk by headache-inducing logistics, and later serviced. Unlike crypto, gold has a good-enough track record, tried by fires. Gold is neither copper nor cars. Gold is old fashioned cash, that which might play a role in saving the world ruined by fiat. Or gold might just be a sorry consolation prize. I do not relish watching gold go to US$ 3-, 5-, 10,000. It would be a world in ruins, but we should guard against the possibility of such a world rising.

To: Haim R. Branisteanu who wrote (160691)	7/29/2020 10:48:06 AM
From: TobagoJack	1 Recommendation Recommended By zamboz Read Replies (2) \| Respond to of 218552

hydrogen ... bloomberg.com Fuel-Cell Firm Stages Comeback 20 Years Later With Help of China Ilya Banares 29 July 2020, 02:00 GMT-7 Hydrogen fuel cells stand at the Ballard Power Systems Inc. facility in Burnaby, British Columbia, Canada. Photographer: James MacDonald/Bloomberg Sign up to receive the Green Daily daily newsletter and follow us @climate. Two decades ago, a burst in the dot-com bubble meant that shares of Ballard Power Systems Inc. may have been dead in the water. Now, it’s rebounding with a vengeance. After a meteoric rise that saw the hydrogen fuel-cell company’s stock surge more than 400% between late 1999 and March 2000, it crashed almost immediately after, falling 88% over the next 18 months. Fast-forward 20 years and the Burnaby, British Columbia-based company is one of the best-performing stocks in Canada this year with a gain of 117%. That’s not far off the 154% jump in shares of Shopify Inc., a darling of the tech industry. “There’s a lot of momentum behind it,” Cormark Securities analyst MacMurray Whale said in an interview. In the years since Ballard’s sudden boom and bust, it launched a joint venture with Weichai Power Co. in China in 2018 and has directed its focus away from passenger cars and toward electrifying medium- and heavy-duty vehicles such as buses and transport trucks. “This is all about China,” Whale said. Guy McAree, director of investor relations and marketing at Ballard, said the decision to focus on buses and trucks was driven by the fact that “those are the vehicles that have a disproportionate impact on the environment.” The firm received almost 32% of its 2018 revenues from China, according to data compiled by Bloomberg. Earlier this month, the stock rallied to a 17-year high after it received a $7.7 million order from its joint venture. The company’s technology currently powers over 650 electric buses and more than 2,200 electric trucks in the world’s second-largest economy, Alfred Wong, managing director at Ballard, said in a statement then. Ballard Power’s facility in Burnaby, British Columbia in 2016. Photographer: James MacDonald/Bloomberg Cormark’s Whale also credited Ballard’s recent rally with the growing popularity of electric vehicles, pointing to Tesla Inc.’s 300% surge from its March low. “I think Tesla has shown that you can make a better margin than the normal vehicle,” he said. Whale has a buy recommendation on Ballard’s stock with a C$35 price target. Read more: Tesla Euphoria Powers Equity Boom for Electric Vehicle Imitators Ballard’s shares still have a lot of ground to cover. Unlike the early 2000s, when the stock reached a pinnacle of C$192, its closing price on Tuesday was C$20.13. Tech Bubble Euphoria Whale, who covered Ballard two decades ago for National Bank Financial, said the rise and fall at the turn of the millennium is partly attributable to the “euphoria” surrounding the dot-com bubble. “Ballard got caught up in that and they couldn’t deliver because it was technically too hard to do in the time-frame they had set themselves,” he said. “It was too early.” The company was not yet focused on heavy-duty vehicles, which has since become its niche. According to McAree, there has since been a “tremendous” improvement in the performance of fuel-cell products and a reduction in the cost of building them. “I don’t have a crystal ball, but we do think that people are seeing the value,” he said. Ballard has six buy recommendations, three holds and no sell ratings, with an average price target of C$26, according to data compiled by Bloomberg. Some Caution Not everyone is bullish. Just last week, New York-based hedge fund Lakewood Capital called Ballard a “consistently loss-making and cash-burning Canadian company” in a letter. “We have tracked Ballard Power (and several other fuel cell stocks) for the past decade, and on five separate occasions, investors bid up the shares in a frenzy only to be left holding the bag months later when they came crashing down to earth,” the hedge fund said. Whale also preached a bit of caution, saying everything “could change on a dime.” “If there’s no follow-on order after hydrogen programs were announced, or that follow-on order isn’t very interesting, then the stock goes down,” Whale said. “It’s as simple as that.” Before it's here, it's on the Bloomberg Terminal. LEARN MORE