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

To: TobagoJack who wrote (187118)	4/28/2022 11:54:25 AM
From: sense	Read Replies (1) \| Respond to of 219712

A far as neon... I think it not a difficult technical challenge to duplicate other capacity... Those you list easily could... needing only to make a decision to do so... But, those are also large enough concerns that any such effort made would be an insignificant portion of interest and value... relative to share price. I note that LIN in particular is one of those on my lists currently... as a key aggregator in the western U.S. natural gas fields that are primary helium producers... as I've recently generated a list of helium interests... as the same narrative says helium is an essential with scarcity concerns driving it to all time highs... But, helium did that for a few days... only... is back down to "not all time highs"... I think the neon focus is interesting... I just don't see a viable way to play it as a pure play... In helium, the producers are natural gas producers.... that happen to have gas with higher than average helium content... And, helium's price is high enough that there's a nice kicker that occurs in having LIN collect your gas and write an incrementally larger check for the helium value. But, the helium price has collapsed already, even as and before a growing collection of smaller companies focus on the obtaining higher helium content wells, and increasing production from them... or, at least, helium prices are not yet responding positively to the prior hype about helium becoming expensive... rather than the opposite. The helium companies... will benefit IF the helium price ever soars... but only a little... as the helium content is still a small fraction... and nat gas prices rising over the next few years as U.S, prices normalize with global LNG market prices... probably matter far more to them in evaluating their future potential...

To: TobagoJack who wrote (187118)	4/28/2022 4:05:57 PM
From: maceng2	1 Recommendation Recommended By sense Read Replies (1) \| Respond to of 219712

<<On <<neon>>, the China price supposedly went up 6X,>> OK, I will concede that Neon is currently more of a consumable than I first thought. -g- I have seen that number X6 in price at several places. In the silicon chip biz I used to price things as follows. Figure roughly how much something should cost. As its for the semiconductor biz add a zero on the end. See what the vendor is charging, and if it's about the same as the X10, it's a fair price. I went through several wars in semiconductors when chips went to ridiculous premiums. Every body goes nuts and jumps on bandwagons. It's all hoopla mainly The annual consumption of neon is high. 650 million litres at approx $3 per liter. Fact is though they could reclaim 75% but until,the price spike, few could be bothered. That can change as teams are assigned to projects reducing use. Next there will be an oversupply. Palladium, could be an issue there. Oh... Palladium falls nearly 13% on worries over China demand hit \| Reuters Looks like it's all games. -g-

To: TobagoJack who wrote (187118)	5/18/2022 12:58:20 AM
From: TobagoJack	Respond to of 219712

Following up re <<Allegedly there are military advisors from English-speaking domains now trapped within the system that the Russian Army under Putin's order mean to not allow escape. These non-Russian / non-Ukrainian speakers may number ~130 out of a total of say 2k>> Let's see where the thread leads to if anywhere. It should help to clarify where we are talking proxy-war or war-war nairaland.com Numerous reports have been circulating much of today (Sunday, May 15, 2022) claiming that a U.S. Military Commander surrendered to Russian forces from the Azovstal Steel Mill in Mariupol, Ukraine. As of 6:17 PM EDT, a photo purported to be U.S. Navy Admiral Eric Olson, has been released allegedly showing the Admiral under arrest by Russian troops. The photo, featured above, is claimed to be Admiral Eric T. Olsen. From Wikipedia: Eric Thor Olson (born January 24, 1952) is a retired United States Navy admiral who last served as the eighth Commander, U.S. Special Operations Command (USSOCOM) from July 2, 2007 to August 8, 2011. He previously served as Deputy Commander, U.S. Special Operations Command from 2003 to July 2007. Olson was the first Navy SEAL ever to be appointed to three-star and four-star flag rank, as well as the first naval officer to be USSOCOM's combatant commander. He took command from Army General Bryan D. Brown in 2007.[1] Brown and Olson had served together at the SOCOM headquarters in Tampa for four years. He retired from active duty on August 22, 2011 after over 38 years of service. He relinquished command of SOCOM to Admiral William H. McRaven the same day. Along with U.S. Admiral Olson (Ret'd), British Lieutenant Colonel John Bailey and 4 NATO military instructors also allegedly surrendered to Russia. There is also news of Canadian, French, and Turkish military officers still hiding inside tunnels beneath the Azovstal Steel Mill in Mariupol. What these men were allegedly doing there and who sent them there, is not yet known. If confirmed by the Pentagon, the massive question this raises is why are U.S. military officers, and the military officers from other NATO countries, inside Ukraine at all, and who authorized them to participate in waging undeclared war upon Russia? (Hal Turner Remark: I have reached out to the Pentagon Public Affairs Duty Officer via the off-hours/Weekend media contact telephone number, seeking Pentagon comment. The Duty Officer I spoke with requested I send them details via email, which has been done. halturnerradioshow.com 4 Likes 5 Shares