Anglo Asian Mining Share Discussion Threads

[wanobi] 28/11/2020 13:39

well done & thanx odsjp,,, and wonders will never cease, 2nd only to Mj this week,,, well for one share pick only EVG,,,, what heights I've now reached :-) :-) LOL,,,, I know how you feel KS :-),,, but that feeling will pass quickly :-),,, well done all at the top of the overall positions table :-),,,, great fun odsjp,,,, cheers Wan :-)

[wanobi] 28/11/2020 13:35

interesting posts Mj, thanx for sharing, cheers Wan :-)

[captain james t kirk] 28/11/2020 13:31

Matt
Thanks for clarifying.
Wanobi
It's a point that I constantly keep in mind.
There are plenty of companies that I really like the look of but one of my checkpoints is the 1 year price profile and some are trading at up to 3 or 4 times the values of just last Spring. So I hold off in the knowledge that tomorrow is another day and other opportunities will present themselves, including in some of those companies I presently regard as too expensive.
edit
jeanesy
Here are the audios that they mention in the KWN article:

[mattjos] 28/11/2020 13:21

Yes, the future is electric motors rather than petrol/diesel engines. This is inescapable.

The Sony/Betamax race currently in motion is what is going to provide the energy for the electric motors.

Batteries or Hydrogen ?

Everyone knows how an electric drill works. you have an electric motor and it's powered by a battery.
In the same a Tesla electric car has a battery pack which you recharge and it proves the power to all the electrical thing in the car including the motor.

In a Hydrogen car, the energy source is Hydrogen which, passes through a fuel cell and thus delivers the power to the motor. When the Hydrogen is depleted, you simply refill the Hydrogen tank with more Hydrogen. you don't plug it in to recharge .. you just 'refuel' it with Hydrogen as you do now with petrol/diesel.

The bigger and heavier the vehicle, the less it makes sense to use batteries as you need to carry around with you at all times a heavy battery pack so, trains, lorries, off highway machines … these are not going to use batteries as the energy vector.
you are hardly going to have a huge array of diesel gensets to provide electricity at a mine to re-charge massive battery sets for the loaders & trucks. you'll have Hydrogen on site & some of that Hydrogen will be produced locally by Solar/Wind arrays which will use the electricity they create to Hydrolyse Water and create Hydrogen

[wanobi] 28/11/2020 13:20

Donald & Dave Podcast Charts below,,,, great listening again guys, many thanx,,, and somewhat refreshing, although I know not why :-),,, to hear of your emotions getting the better of you DP as that's something I feel we are all wrestling with a lot of the time whilst playing this game,,, so often I feel myself doing something I should not do and do it anyway,, perhaps there has to be a bit of a gambler in us all to play this game and we need to be very careful it doesn't get a hold of our decision making :-),,,, personally I feel that charts are the way to control it, as you said, look at the trend aa your friend, its telling you most of the time that the odds are either in your favour or against you,,,, but like others I'm sure, I do let my perceived view of the fundamentals get the better of me and invest when the odds are against me,,,, that is something I working hard on :-) LOL,,,, cheers Wan :-)


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[captain james t kirk] 28/11/2020 13:12

Mattjos
I'm struggling a bit with your post in so much as your first paragraph says that JCB see the future as hydrogen and then the rest of the post extols the virtues of electric.
Is it hydrogen for the power pack and electric to replace the hydraulics ?

[plasybryn] 28/11/2020 12:46

Another Co. in the fuel Cell/hydrogen sector is PPS. Again loss making with Hugh loans (family linked) but great potential as this market gets ever hungry for UPS applications.

[mattjos] 28/11/2020 12:24

The turning point for ITM was the JCB investment. I know that the Bamford family are going 100% into Hydrogen … JCB may be making some battery electric machines right now but, that is merely a stepping-stone to electrify their product range. Hydrogen is, by far, the most sensible, realistic, cost-effective energy vector for machines that JCB manufacture. Zero chance the future for off-highway construction machinery is battery-electric. It absolutely has to be & will be Hydrogen.
The Bamford family see their Hydrogen investments as pivotal to the future success of JCB & as means of gaining significant competitive advantage in the future.

It's only recently that the likes of JCB, CAT, Volvo, Hitachi, Liebherr etc are starting to understand and quantify the incredible energy & reliability efficiencies that switching from Diesel & Hydraulic to Electric & Electric on their machines brings to them.

I will not say the names of the companies involved here but, here is an example.

Company A makes off-highway diggers & loaders.
Company B is a global OEM manufacturing DC & AC motor controllers.

About 3 years ago, A approached B and started working with them on their first electric machines.
A set OEM B a 'very stretching target' for the 'average mean time between failure' for their motor controllers.
The motor controller manufacturer sucked its teeth and blew out their cheeks and said "Blimey guv'nor that's a hard target to hit. We'll do out very best for you & Yes, we can definitely deliver that for you but, it will mean the unit cost has to increase to give that that level of reliability."
"Yes, we surely understand and accept that." said Company A.

The buying and development teams at Company A were ecstatic … the 'average mean time between failure' target they had set the supplier was actually greater than the average number of hours a mini-digger completes before it leaves the 'prime' hire market and ends up being punted around the second-hand marketplace ie. the point at which Company A has zero further interest in what happens to the machine other than for their spare parts business.
& they told Company B all this after the hardware contract was agreed and testing completed to the satisfaction of Company A

However, the motor controller manufacturer left that first meeting absolutely gobsmacked with the while thing … their motor controllers were already tested and warranted to deliver more than 200% longer 'average mean time between failures' than the 'stretching target' set by Company A.
They'd gotten a higher unit price than they had hoped for & were actually able to down-spec their motor controller (make it cheaper) and still exceed their customer targets.

Anyone here who still thinks that Electrification & the demise of the I/C engine is going to be a slow process is completely deluding themselves.
Now that OEM's are beginning to fully grasp the cost savings and energy efficiencies that Electric Motors and Electric Actuators offer when compared to I/C engines and Hydraulics, the push forward is accelerating in ways most market commentators have not yet realised.

Hydraulics, as used on things such as excavators for the booms & the 360° slewing mechanism, have barely changed for many, many years. They are prone to leaking, bursting hoses and contamination & one of the most common causes of breakdowns.
Now, they can be replaced with Electric Actuators to do exactly the same but with much higher efficiency and far lower failure rate + by using electric power, you can recover the energy lost eg. when you slow and stop slewing of the excavator there is a huge mass that is decelerating and you can recover energy from that process and store it for later use. Capacitors are an ideal energy storage medium in this sort of application as they can be charged/discharged almost instantly, whereas the chemical process in (lead acid or lithium) batteries is much too slow to harvest/deliver such brief high energy bursts …. these are the sort of applications where Super/Ultra Capacitor demand is rising exponentially but, folk don't yet appreciate it :-)

[riggerbeautz] 28/11/2020 12:10

Meantime regardless of market manipulation, real physical demand is still high. Some of the auctions I watch attract serious premiums there’s one such example at the coincabinet.com but the link won’t work to copy here.

I’m not bidding, just showing to highlight what goes on in actual physical markets and the real premiums. There’s a few listed if you look that will go well above the odds in numismatic land.

[user2007] 28/11/2020 11:32

Re AFC and other H related companies. I was in AFC many years ago. Initially doing fine (sp in 40s) but the co had been constantly improving the product promising a company making contract. But the reality was just more trials and raising more money. I decided to sell just making a small profit. Then I occasionally checked the share price but it was gradually collapsing.Then recently I had a read about them again and felt maybe this time around they finally are there. The macro env is more green these days.However when I asked myself a few months ago whether to invest and I decided not to - with a hindsight the wrong decision. It just felt the same as many years ago. Revenue not justifying the mcap and somehow I'm still sceptical about future revenue streams. The same applies to other two cos mentioned. However I admit people invested a couple years ago are doing very well. Clearly the buying/selling timing is everything in this game ... I hope AFC will make it as I like the concept.Have a great weekend.

[brasso3] 28/11/2020 11:18

ALASDAIR MACLEOD: GOLD AND SILVER MANIPULATION IS BEHIND THIS CRASH!

[fozzie] 28/11/2020 08:39

I mentioned KIST earlier in the week. Debuted at 100p on Aim and finished the week at 118p. It is a closed ended investment company looking to make acquisitions in the energy sector. It’s founder, Andrew Austin had great success with Rockrose Energy you may remember, indeed Kistos is the Greek for Rockrose so a nod to the past. I like to back people and am very happy to have taken a position and to let Austin sniff out a few good investments for me. Worth a look I would say. Please dyor etc

[plasybryn] 28/11/2020 08:00

Yes and ITM Power is another one in the same sector, based in Sheffield. Links with Shell, Linde & SNAM. Amazing growth in share price over last few years. But as with CWR the revenue is tiny and both are still loss making. All todo with sentiment towards hydrogen technology (electrolysers & fuel cells) which will take prominence over out dated heavy, large slow to charge batteries. DYOR

[avsome1968] 28/11/2020 07:38

You cant do well every week King, amazing how quick you can make then lose it all good fun. Have a great weekend guys keep safe.

[king suarez] 28/11/2020 00:42

No prize for the biggest loser this week?

[doc60] 27/11/2020 22:28

Earlier this year I thought I needed to look at renewables/green technology (ie the future!)and reduce my exposure to o and g and pm's somewhat. I ended up with a small holding in Ceres Power (CWR). They specialise in fuel cell technologies. Bosch and Weichai Power (Chinese) are major shareholders. Since my first investment at the beginning of May the share price as nearly doubled. I regret not buying more along the way,but was fearing the price wouldn't be going any higher, that might be the case now :). You might like to DYOR over the weekend if it's a sector you are interested in.

[saint in exile] 27/11/2020 21:55

Yes Pogue agree with you re Hydrogen.Quite excited about AFC.If things go as planned could well play a major role in the green energy revolution

[odsjp] 27/11/2020 21:45

Week 3 results are here and a few people to call out:

Best performing shares
1st - CPX (up 41%) Well done Mattjos (again)
2nd - EVG (up 24%) Well done WAN (a long time coming, hopefully it will keep going)
3rd - ORM (up 22%) Well done Jbe81
4th - BLU (up 20%) Well done again Jbe81 (double whammy)
5th - PANR (up 19%) - Well done Fozzie.

Weekly winner
1st - Jbe81 up 21% (consistent with both shares)
2nd - Fozzie up 19%
3rd - Mattjos up 17%
4th - chrisalis1 up 7%
5th - tolga1 up 6%

Overal winner
1st - Mattjos extends his lead to £45K
2nd - Fozzie with £35K
3rd - chrisalis1 with £34.4K
4th - Celeritas with £34.2K
5th - Jbe81 with £31K

So in three weeks, Mattjos has managed a 50% gain with GFM and CPX. Jbe81 has also come from towards the bottom of the table to 5th. Just goes to show all we need is a good week.


Week 3 - Final results

[wanobi] 27/11/2020 19:31

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Cheers
Wan :-)

[wanobi] 27/11/2020 19:00

no, thanx for your thanx jb2 :-) LOL,,, have a great weekend, cheers Wan :-)

[mad foetus] 27/11/2020 18:59

I see NUGT finished up today. The end of the gold bull market may have been exaggerated

[wanobi] 27/11/2020 18:59

post 13693 by c7w on the main TXP thread worth a look KS :-) Cheers Wan :-)

[jbravo2] 27/11/2020 18:52

Thanks for your thanksLooking good I reckon:)