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polo

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About polo

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  1. the now show hit the nail on the head (episode 6) http://www.bbc.co.uk/programmes/b006qgt7 great future for Claims Direct!
  2. polo

    Gold versus Silver

    not a trick qu; i'm really calling into question the strength of the gold rally......it does seem to be forming a topas i write - 4 dojis in arow - i'm reflecting the idea of pixel http://stockcharts.com/c-sc/sc?s=$GOL...4300&r=7465
  3. polo

    Gold versus Silver

    hmmm......................has anyone got an explation as to why the g:s ratio has ;been steady at 54 for the last 10 months ;but has rocketed uup to 74 recently although it looks to be dropping now (67 on 22sept) http://stockcharts.com/c-sc/sc?s=$GOL...5820&r=8842 it has not reached the highs of 80 in 2003 or 100 in 1990 http://www.gold-eagle.com/charts/gegsr.html also of note is that Pt has hardly moved http://www.kitco.com/charts/techcharts_platinum.html should one long silver and pt and short gold, i wonder? any views?
  4. polo

    Victory Nickel

    well,ace it looks like victory is acting as the white knight i am thinking of accepting their offer mainly because if HD took a 40% stake in ini i doubt there would be any possibility of a takeover by western areas the combined entity must surely be more attractive? i wonder what pinetree's view is? http://biz.yahoo.com/ccn/080903/200809030483435001.html?.v=1 Independent Nickel Board of Directors Supports Increase in Victory Nickel Takeover Offer Wednesday September 3
  5. polo

    Victory Nickel

    some good news for ini, i think http://biz.yahoo.com/ccn/080731/200807310477136001.html?.v=1 Hunter Dickinson to Make Strategic Investment in Independent Nickel Thurs July 31,2008 Independent Nickel (TSX:INI ) announced today that it has agreed to terms of a $14 million financing with a private company in the Hunter Dickinson group ...Hunter Dickinson will subscribe for 40,000,000 Units of Independent Nickel at $0.35 per Unit, ..................the financing will be used to advance feasibility and other studies on Lynn Lake Nickel property.......Following the private placement, Hunter Dickinson will own approximately 40% of Independent Nickel's outstanding shares. If the warrants are fully exercised, Hunter Dickinson's ownership will increase to 57%...... http://ichart.finance.yahoo.com/z?s=CML.V&...amp;a=v&p=s price graph shows that the market thinks these are all a much of a muchness!
  6. polo

    Victory Nickel

    some good news for ini, i think http://biz.yahoo.com/ccn/080731/200807310477136001.html?.v=1 Hunter Dickinson to Make Strategic Investment in Independent Nickel Thurs July 31,2008 Independent Nickel (TSX:INI ) announced today that it has agreed to terms of a $14 million financing with a private company in the Hunter Dickinson group ...Hunter Dickinson will subscribe for 40,000,000 Units of Independent Nickel at $0.35 per Unit, ..................the financing will be used to advance feasibility and other studies on Lynn Lake Nickel property.......Following the private placement, Hunter Dickinson will own approximately 40% of Independent Nickel's outstanding shares. If the warrants are fully exercised, Hunter Dickinson's ownership will increase to 57%...... http://ichart.finance.yahoo.com/z?s=CML.V&...amp;a=v&p=s price graph shows that the market thinks these are all a much of a muchness!
  7. polo

    The Wind Power thread

    more on shell http://eureferendum.blogspot.com/2008/07/l...rint-money.html So, Royal Dutch Shell has agreed to sell its stake in the £2.5 billion London Array, the world's largest offshore wind farm, to Eon and Dong Energy, its former partners.................... and whats changed - they get more rocs/mwh 1.5 http://www.energy-business-review.com/arti...89-A274AA9807B8 and worth noting ..........the 3,000 giant wind turbines than Brown wants built round our coasts will produce a mere 3,000MW, compared with the single Drax coal-fired power station in Yorkshire, which has a capacity of 3,800MW. ...................... Compare also the cost of building his turbines. Estimated at £2.3 million per MW, would be at least £20 billion (the £10 million cost of the solitary 3.5MW turbine recently built in Cromarty, Firth, ran out at £2.8 million per MW), plus the cost of building up to a dozen gas-fired power stations just to provide backup for when the wind is not blowing, and we could get considerably more electricity from two new nuclear power stations at a fraction of the cost.......... and dont forget we are paying £100 pa extra on fuel bills and rising for this potty windyness! http://www.telegraph.co.uk/money/main.jhtm.../ccofgem117.xml
  8. 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??
  9. 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?)
  10. polo

    The Wind Power thread

    hmm..................2000 windmills at £60m each is £120b, and have they booked teh jack up barges? and have they upgraded the grid ? and hve they built the gas/ coal backup capacity? of couse not, these are "minor details " and havent been costed yet! http://news.bbc.co.uk/2/hi/uk_news/magazine/7206780.stm http://eureferendum.blogspot.com/2008/06/m...ss-exposed.html http://eureferendum.blogspot.com/2008/05/wages-of-green.html oh well, i suppose trhe greenies will be pleased with all this hot air!
  11. polo

    The Coal Thread

    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
  12. 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
  13. polo

    The Wind Power thread

    http://www.ft.com/cms/s/0/e2a5b99c-16ea-11...?nclick_check=1 Shell pulls out of key wind power project By Fiona Harvey and Rebecca Bream in London April 30 2008 23:39 Plans for a massive expansion of offshore wind power generation were in disarray on Wednesday night after Shell pulled out of the UK’s flagship project. The London Array was to be the world’s biggest offshore wind farm, with 341 turbines in the Thames Estuary capable of generating 1,000 megawatts of power ................more but of course it will only generate 300mw on an annualised basis also cost escalattion has been alarming - from £1b in 03 to 2.5b today so the capital cost will be £8.3m per mw (which will not include decommisioning costs) the article omits to mention how much subsidy the taxpayer will provide http://world-nuclear.org/info/inf02.html has a graph showing capital costs of generating power in 2003
  14. support /resistance suggests a test of the 840/850 area; the bbs are widneing suggesting a downwards slide is imminent to this level http://stockcharts.com/c-sc/sc?s=$GOL...2442&r=7969 in £ terms we could see £400 in teh near future the 200d ma would be broken but that also ahppened in sprin 2006 http://stockcharts.com/c-sc/sc?s=$GOL...2416&r=5212 if £400 fails then £380 looks to be next!
  15. polo

    The Wind Power thread

    sound s like ambrose has found a pair of rose tinted specs? or too much sangria? http://www.telegraph.co.uk/money/main.jhtm...7/ccwind107.xml Spain's gain from wind power is plain to see By Ambrose Evans-Pritchard in Oviedo, northern Spain 08/04/2008 Windmills pay. On a breezy Saturday at the end of March, Aeolian Parks scattered across the hill-top ridges and off-shore sandbanks of Spain produced 40.8pc of the country's electricity needs - 9,862 megawatts to be precise.....................more what he forgets is 1) they only generate 30% of the time so the rest of the time they rely on normal power stations and when they are generating you still have to have the bakup ticking over uneconomically 2) there is no mentiion of capital or operating subsidy 3) no mention of upgading trhe grid to cope with these new power surges which no doubt recieved a eu subsidy provided by us 4) no mention of decomiisionig provisiions. No wonder eon is coy about the economics!!!!!!!!!!!!!!!!! dr north jprovides a rebuttal http://eureferendum.blogspot.com/2008/04/q...of-subsidy.html A question of subsidy An utterly mad piece comes from Ambrose Evans-Pritchard in The Daily Telegraph today. Usually our favourite economic commentator (well, mine), he has been in Oviedo, northern Spain, writing an unashamed "puff" for the wind industry......................more
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