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polo

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About polo

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  1. polo

    the first 1-Gigawatt offshore wind farm,

    good news for seimens; bad news for us! 1) the article is misleading - only 250 - 350 mw will be generated form 1gw of installed capacity 2) it is very expensive - £2b and growing 3) the output is miniscule - it goes nowhere to replacing that lost duie to closure of old nuclear p;ant and coal plant restrictions under the eu large combustion plant directive - up to 19gw will close! http://www.nce.co.uk/guidance-needed-to-en...1995137.article .....Buchanan was speaking at a Society of British Gas Installers conference in London. Up to 12GW of coal and oil fired plant – 14.5% of the UK’s total electricity generating capacity – will be forced to close under EU legislation in 2015 and a further 7.3GW of nuclear plants will close by 2020....... Rugely B has a capacity of 1gw but itcan produce 24h X 7d X 52w - london array cannot match that ever! 4) 175 windmills by 2011 - unbelivable !!! - thats 100 weeks - 1.75 erected a week! - where are they going to get the jack up barges? of course you know who will be paying for this with higher bills....................... sorry to be cynical but this is just another potty nulabour tiumph of form over subsatnce with a laot of help form the EU (of course)
  2. the now show hit the nail on the head (episode 6) http://www.bbc.co.uk/programmes/b006qgt7 great future for Claims Direct!
  3. re - p&f charts i dont have much faith in the price projections; the result depends on box size try using ~1% eg 50 for ftse and 10 for s&p the charts arent the same - one is in$ the other in £!!!!!!!!!!!!!!!!!!!! if your really, really keen then you must allow for currency changes some background here http://www.qmdesign.se/PointandFigureCharts.htm and http://www.investorsintelligence.com/x/charting.html ii charts are prettier than sockcharts!
  4. polo

    Corporate Bond Funds

    well, i dont think armageddon is here and so im looking for a fund; thhose from m&g look to have some merit a list of £ cbs http://www.fixedincomeinvestor.co.uk/x/bon....html?groupid=4
  5. did i hear this right? 1) he exited commodities in 2006 and went long on short dated t-bills and short on 30y t-bills 2) the reason being an expected drop in interest rates - which affects short dated bond s more than long bonds 3)yet he recommends the little peopl;e to go long on 30y bunds a) is there a contradiction here? why not 2y bunds? b ) is the reason that he expects the drop £/euro rate to fall more than interest rates to drop? - we should have been told! c) looking at the yield curve 20y bunds currently look better value at 4.3% http://www.bloomberg.com/markets/rates/germany.html 15y gilts are even better at 4.8%! d) is there scope for 2y gilts/bunds to at 2.5% to halve? e) anyone who bougth 2y gilts in june should be well pleased! http://www.fixedincomeinvestor.co.uk/x/cha...w=600&h=382 any comments?
  6. polo

    Share price website...

    is this what ypu want? http://www.bloomberg.com/markets/stocks/mo..._index_ukx.html
  7. 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
  8. 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?
  9. 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
  10. 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!
  11. 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!
  12. re - http://www.guardian.co.uk/environment/2008...power.windpower what happens at night? how much will it cost including grid upgrades? how much subsidy will they get (capital and operating)? and what happens if it is removed? how long will it take to build? who has the experise? will it be like Galileo - vastly over budget and endlessly delayed? http://www.guardian.co.uk/environment/2008...ternativeenergy how much subsidy did this get? is the 45mw anualisedor is ti the name plate capacity? the article is not explicit! like most of the msm the guardian is short on the detail!
  13. http://www.dailymail.co.uk/news/article-10...city-years.html FUEL CRISIS: Forget warnings of panic at the pumps. Britain is set to lose nearly half its electricity in six years By Christopher Booker 10th June 2008 .............Thanks to decades of neglect and wishful thinking by successive governments - and now the devastating impact of a directive from Brussels - we are about to see 17 of our major power stations forced to close, leaving us with a massive shortfall. Even after 2010, the experts say our power stations cannot be guaranteed to provide us with a continuous supply, meaning that we face the possibility of power cuts far worse than those which recently - largely unreported - blacked out half-a-million homes............................ browns proposed 3000 giantr offshore windmills will only produe 3gw and cost £20b at todays prices - renewables are not going to replace 22gw of generating capacity!!!!!!!!!!!! think i'll pop out and order some more coal
  14. 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
  15. 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??
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