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polo

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  1. i would have thought jpm were selling either because they need the cash or they dont like investments like nrk nad A1racing "open HF underlying RSS" what are you refering to here? i thought the master fund was a subsiduary of rss fund thanks to gtcharlie on iii post 9/7/08 http://www.iii.co.uk/investment/detail?cod...amp;action=list throws some light but gives no idea of the nrk situation and omly list the n american cos his data comes from http://www.secinfo.com/$/SEC/Document...2D+Schedule+13G my suspicion is taht nrk is still held at cost and could be revalued at zero when all the dust has settled - a good reason for jpm to sell? dak how much they paid for nrk??
  2. hmmm....................intersting i dont see how jpm selling rss affects junior stock prices as its a closed end fund i have been unabke to find what they hold - little help here http://www.investegate.co.uk/Index.aspx?se...rds=rss&Go= none here http://www.rabspecialsituations.com/investment_objective dak what they hold? the discount looks tempting, but not knowing what they hold and how the holdings are valued its a real pig in a poke (is nrk held at cost, i wonder?)
  3. as usual the bbc fails to ask the awkward qus!!!!!!!!1 1 how much extra coal is needed for the capture and disposal process? this article suggests that 40% is used, so an extra 67% will have ot be used to give the same power output - an obscene waste of good coal http://www.sciam.com/article.cfm?id=future...ure-and-storage ................one 500-megawatt coal-fired power plant ...... produces three million tons of CO2 annually. Adding carbon capture technology to that plant sucks up 40 percent of the power...................... and they havent included tie power neened to dispose of the co2!! 2 where is the co2 going to be stored and how will it get there? 3 what are the extra capital costs of this process ( inludeding the disposal infrastructure)? 4 how much will this increase the cost of power (excluding subsidies)? 5 where will all the pure oxygen come from - who much will the new plant cost? how will teh o2 get to where its needed? 6 by the time the technology is demonstrated to work the credibility of the global warming/co2 hypothesis will probably be seriously waning - and it is only a hypothesis for which there is a rapidly growing body of counter evedence - so why waste resources on such a process? ...........well the answer is the politicians have accepted the hypothesis as fact and have invested too much political capital in the rhetoric to admit thay are wrong - to do so would be suicidal ; so once agsin showing that the lunatics really are in charge of teh asylum! ps just found this http://www.canada.com/topics/news/national...61-e4ce97e0ff5c Expert predicts 50 per cent jump in price of Alberta power generation Gordon Jaremko , Canwest News Service Sunday, May 25 The cost of generating electricity will jump by 50 per cent if the Alberta government orders the province's coal-fired power stations to stop venting carbon dioxide too quickly, a senior greenhouse gas cleanup specialist predicted Saturday..........more so you think your electricity bills are too much now...................... and this.............an excellent read - far more informative than the simplistic bbc! http://www.rsc.org/chemistryworld/Issues/2...yTheProblem.asp 2007 Octobern How to bury the problem Carbon capture and storage could allow us to burn fossil fuels without climate consequences - but only with more investment in R&D, argues Stuart Haszeldine..............more
  4. some interesting statistics on the performance of sseveral types of gold stock and a somewhat gloomy prognosis http://www.mineweb.com/mineweb/view/minewe...0&sn=Detail Gold stocks take pounding in a bear hug Leave aside rambling gold prices, and consider how very poorly listed gold stocks have been performing. Author: Barry Sergeant Sunday , 04 May 2008 Since early March, when the dollar gold bullion price spiked to $1,030/oz, listed gold stocks have taken a pounding, with an average loss of about a third for each of 75 selected gold stocks listed around the world. Even Barrick (ABX US, $37.56 a share), the world's biggest gold producer, has..............more
  5. http://www.spiegel.de/international/busine...,542508,00.html March 20, 2008 MAKING DIRTY POWER GREEN Is Carbon Capture a False Hope for Coal Power? ..............A new study by the TAB likewise comes to the conclusion that the cost of producing electricity using the new technology will nearly double -- instead of costing three to four cents per kilowatt hour, the price tag would rise to between five and seven cents......................... are these people trying to bring about a recession in the eu! this sort of pottiness (carbon capture) will just drive industry off shore - will hte eu become a nation of hair dressers ruled by a load of incompetent bureaucrats who are unaccountable to anyone?
  6. mr zerb likes junior golds! http://seekingalpha.com/article/68348-cana...ure?source=feed Canaccord: Investors Like Juniors for Gold Exposure March 13, 2008 The shift in market sentiment towards precious metals, and gold in particular, has pushed the share prices of large cap intermediate and senior producers toward all-time highs. But with healthy returns already realized in the bigger names, some investors are looking to smaller cap junior producers and developers for their gold exposure.................................more hmmm....................think i'll pop out and buy one!
  7. a uk listed it Middlefield Canadian Income Trusts http://www.theaic.co.uk/find_compare/trust...rust.asp?id=MCT Geographical Sector Industry Sector % of Total Assets Canada Oil & Gas 42.0 Canada Investment Funds 29.8 Canada Property 10.6 Cash & Fixed Interest Net Current Assets 8.6 Canada Resources 8.3 Canada General Industrials 0.7 ARC Energy Trust 5.2 Penn West Energy Trust 4.5 Vermilion Energy Trust 4.1 Crescent Point Energy Trust 4.1 Enerplus Resources Fund 3.5 Focus Energy Trust 3.1 Canadian Oil Sands Trust 3.1 Yellow Pages Income Fund 2.7 Zargon Energy Trust 2.6 Westshore Terminals Inc T 2.6 http://www.advfn.com/p.php?pid=legacydaily...delay_indices=1 cant find awebsite for these
  8. http://www.minesite.com/fileadmin/content/...date14Jan08.pdf review of aus u mining cos etc - long download - tahnks to madjock on tmf
  9. http://articles.moneycentral.msn.com/Inves...ors.aspx?page=1 Jubak's Journal7/20/2007 12:01 AM ET No help for gas buyers -- or oil investors Rising oil prices and increased refinery costs mean gas prices will keep going up. Yet record profits mean little to investors, since companies don't have a good place to reinvest the cash. iteresting article on the oil industry; recommends FTO makes the point that alot of big oil co's are like annuities
  10. http://lobg2.blogspot.com/2007/05/so-many-...ittle-time.html May 20, 2007 So many breakouts, so little time.. some us suggestions form lobg for momentum followers
  11. http://www.planetark.com/dailynewsstory.cf...41903/story.htm UK Power Stations in CO2 Capture "Beauty Pageant" UK: May 15, 2007 LONDON - British power companies are buffing up the credentials of at least four projects to capture and store underground their climate-changing CO2 emissions before competing for government funds.............. The UK government is expected to announce this month how it will choose which of at least four possible CCS projects it will fund, probably through direct subsidies or tax breaks............... and you were moaning about browns tax increases? well, "you aint seen nothing yet"! (i suppose he could print some more money instaed)
  12. http://www.sciam.com/article.cfm?chanId=sa...E6E1A60C23D44E6 March 14, 2007 Future of 'Clean Coal' Power Tied to (Uncertain) Success of Carbon Capture and Storage ...........one 500-megawatt coal-fired power plant ...... produces three million tons of CO2 annually. Adding carbon capture technology to that plant sucks up 40 percent of the power it can produce and adds at least 2.7 cents to the retail price of that electricity.............. and concludes .........This will require building a liquid CO2 infrastructure comparable to the national highway system as well as assessing which coal-burning technologies work best with which carbon capture technologies. ....... "How hard and how far can we push capacity in a safe, virtually riskless way?" Moniz asks. "There remains a scientific consensus on viability. Implementation is a different issue." consensus? now where have i heard that before? seems like a potty idea to me - it pushes the price of electicity up 50% in real terms , needs vast capex, there will likely be some serious technological problems en route and is probably completely unneccesary!
  13. whilst serching for a graph of the copper futures curve, came acrooss thies Why Have Oil Prices Risen? Jacob Wellendorph Ejsing, John Hydeskov and Palle Bach Mindested, Market Operations http://www.nationalbanken.dk/C1256BE9004F6...;file/kap04.htm a well written, lucid and dispassionate article with some interesting graphs http://www.nationalbanken.dk/C1256BE9004F6...6;file/056a.gif http://www.nationalbanken.dk/C1256BE9004F6...ile/052ibox.gif http://www.nationalbanken.dk/C1256BE9004F6...36;file/055.gif CONCLUDING REMARKS Looking forward, two key questions are apparent. Firstly, will the strong growth in global oil demand continue? Curbing demand growth in the USA and China would require either a slowdown in economic growth, the implementation of energy-saving measures, or restructuring in favour of alternative energy sources. Secondly, will the OPEC countries be able to boost investments in production capacity? Investing in new extraction capacity entails not only financial risk, but also other significant risks related to the continued geopolitical tensions in the Middle East, where most of the world's demonstrated oil reserves are found. Both futures prices and explicit expectations among market participants point to sustained high oil prices in the years to come. Since global production is close to its capacity limit, the estimates are, however, subject to much uncertainty and disruptions caused by e.g. natural disasters or military conflicts could potentially have drastic price implications in the coming years. ps anyone know of a graph of the cu futures curve?
  14. hmmm ......... depends on how quickly the russianns deliveri on the anti aircraft contract; once delivered and installed etc they will only be vulnerable to stealth bombers and only the us has these! http://eureferendum.blogspot.com/2006/01/russia-is-key.html "..............What has to be asked, therefore, is what makes the difference – what makes the likelihood of an Israeli strike imminent? The answer, of course, is makes the difference the forthcoming delivery by Russia of the SA-15 Gauntlet anti-aircraft missiles, the sales of which it has been negotiating since 2001, and right through the EU3 diplomatic initiative. ...................."
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