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G-DLEE AVIATION 2020
JournoDannyAero
BRITISH AIRWAYS PARENT IAG PROPOSE 2.75 BILLION EURO CAPITAL INCREASE SHORE UP LIQUIDITYHAS "IRREVOCABLE COMMITMENTS" FROM LARGEST SHAREHOLDER BRITISH AIRWAYS PARENT IAG REPORTS 1.36 BILLION EUROS (US$1.6BN) Q2 OPERATING LOSS
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domestic supply
domesticsupply
My due diligence on $WWR (aside from the gorgeous chart set-up 65% below a 52-week high!) Graphite makes up about 1/4 of a lithium-ion battery by mass. Demand is projected
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Milton-Andres Bernal
MABernal7
GoGold, a compelling acquisition target for First Majestic$AG $GGD.TOAs per KN’s recent interview (w/ MSE), FM currently considering M&A. Looking for “bigger things”, scouring world for “chunky assets” & maintaining
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Jordan
JordsNel
1/ With all the hype around 4IR, IoT and AI, I thought I’d spend some time digging into the tech underpinning these trends: Semiconductors. Here’s a quick beginner’s thread overviewing
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Mr. Buyside
MrBuyside
BofA’s Sell Side Indicator (contrarian sentiment indicator) is now less than 2% away from a “Sell” signal. The last “Sell”(rolling 15-year +1 standard deviation from the rolling 15-year mean) was
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The Tycoon Mindset
tycoonmindset05
Hindustan foods (Dixon of FMCG ) concall was today at 2:30 pm"Question: Will this exceptional growth be maintained for next 2 years""Promoter: Inshallah yess. "" Decentralization in manufacturing is becoming
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Duncan S. Campbell
duncan__c
@drvolts you should write about the new @VibrantCE energy study. It's the first effort I've seen that layers in a model of the distribution grid to its macro-grid analysis and
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Donovan
DonovanBuilds
Huge fan of house hacking. 1/11Wanted to take a moment to reflect on my house hack from earlier this year and how I analyzed it. Numbers are at the end.
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cobras for alligators scheme machine
golikehellmachi
as someone who has organized speaking engagements for large companies, including being part of the negotiations over the price, i will say with a high degree of confidence that most
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Naresh Katariya
KhivrajNaresh
Some thoughts on Indian economy:India currently experiencing a solid convergence of tailwinds: Low Interest Rates, Political stability, Stable Crude, Stable INR, Strong FX Reserves, solid Reforms push, Good monsoons, adequate
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Rory Fitzgerald
RoryFitz9
From 2010 and almost bankrupt To 2020 and Champions of Everything Here is a look at how #LFCFinances have evolved in a transformational decade under FSG incl. significant organic cash
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Myles McNulty
MylesMcNulty
Fantastic interview from #SAE @simecatlantis CEO.Two major value inflection points approaching:1) at Uskmouth: results from fuel testing in Japan. If successful, the immediate TAM for SAE would essentially be limitless.
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Sieva Kozinsky
SievaKozinsky
I have to be honest, as we’ve built Enduring Ventures we’ve done both bad due diligence, and we’ve done good DD.It’s been a bit of a rollercoaster, but we’ve learned
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Madhukar
sinhamadhukar
Lot of people are talking about why the Indian apps did not win this market when TikTok and other Chinese apps were there. A short thread on that 1.
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Illiberal Democrat
Me_Predictor
Analyzing Indian economy and corporate profits from this perspective ( basically the levy kalecki equation) in the past 30 years, we can find basically 5 different phases (1/n)https://twitter.com/Me_Predictor/status/1344299852780343296 Firs
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Wessel van Rensburg
wildebees
One can not have a nuanced debate in South Africa it seems. On the right you have these tweets. The ratings agencies & Bloomberg think Tito’s plans are not credible.
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