All Activity

Happy days are here again. Nev

Crude oil prices are UP. Doesn't look good. Except for EV's. Nev

They aren't such a nice bike to ride anyhow.. They have gone off their elevated value quite a bit lately.. Nev

Agreed, I'd chew the arm off the owner to get the Vincent would make better sense. Then you can enjoy riding with two arms.

Almost Page 103. Nev

Never was a problem in the good ole days - bikes had a kick starter and a magneto to make the motor go and a carbide lamp up front to light the path. Batteries? Bah!

It's not that hard to find someone worse off, but at my age I get Plenty of real people I know well dropping dead or having bad things happen to them and the news is all about bad news. Nev

Electric cars..... Now, where were we up to?

I can't see any Point in chewing your arm off and then be unable to ride ANY bike.. Have you ridden a Vincent? Nev

History has a way of repeating itself. The super rich don't need all of their wealth but are addicted to it. Their downfall over time is well documented in almost all European countries & Russia. The British seemingly were the only lot that saw the writing on the wall & it began with the Magna carta in 1215 but even that didn't stop the ultra rich either and the English civil war in the 1600s.

Correct. These are getting too easy. Time for a a\change.

Come the revolution.... the enablers will rule the world. We might have more to worry about than the price of diesel.

From the workshop --> home... Electrical gremlin fixed; sunny day, light breeze, cooling weather (about 18)... traffic reasonable. Smile back on face.

Huh????

And I have just realised, even my quick response may give rise to doubt. Am I talking about your most recent comment being perfectly good or the comment you most recent comment pertains to? For the record, your original comment is perfectly good.. IMHO Should be no ambiguity now. But let me know if there is.

Perfectly good comment...

I'm bloody sorry that I commented on the future demand for cadmium and nickel.

My rule: No caller ID, no pick up. It's inconvenient if it's a genuine call and the caller doesn't leave a message, but I think people are begining to adopt the practice of leaving a message if they have not been answered. Another idea I have is to text the person I want to call to let them know that they are going to get a phone call from me. Haven't used that trick yet, but it's in my bag of tricks.

As I said, it depends on the context of the use of the word major.. In the purely written form, we only have the words (and the very occasional emoji) to go with. We don#t have inflection nor body language, which usually make up the lion's share of communicating meaning and nuance. Here are the quotes: and then and then and then And i will stop there as the rest adds little value. The very top quote appears (in my perception) in the context of OME's comments which were implying (again, as it is pure written, my perception) that the global demand for nickel will drop and the mining companies value will therefore drop. The way I read the top quote of this post is nickel has other uses... and readers of that could imply all manner of other implications - that those uses can possibly pick up the slack and not impact the valuations of mining companies (which is how I read it). Or, readers may have taken it as it is written - simply there is other uses for nickel, which appears how SISO has taken it, as his post is yeah - in nuclear power plants. But, if someone else's context remained at the global consumption level, then while SISO's statement is not factually incorrect, within the context of global consumption, it is currently minimal. This is where the disconnect seems to start. The next post to me clearly read doubting NPPs used much nickel at all.. That is how I read it.. so now, my context shifted the conversation from global demand to it's use in an NPP. Others may have perceived it differently. And, due to to use of stainless steel, it is at least currently used extensively in NPPs.. And on a scaled basis disproportionately so. (well, except for stainless steel pots and pans I guess). We all seem to get caught up in these perceived context shifts and it is probably a function of only having the written word in front of us. I know i have often bashed out a response based on my perception and on re-reading posts can see how the context it was meant may not be the context in which I perceived it to be. So, this: I cannot disagree with.. it is back to the context of global demand and current projections. I think it would be a brave person or a Putin wannabe that would challenge that. Maybe we all can improve things by rather than doggedly standing our ground, reiterating in our post the background from which our comments are made. I don't believe we are here to fight or prove we know better than the other member - we are here to share ideas, debate positions, and learn from each other. And hopefully enjoy each others company. To be clear - this is not aimed at anyone specifically... We all can do better.

80

It's important that we know our 'lot in life' is not as bad as we often make out.

They have a random selection process where there is a delay in speaking for a few seconds and a tell tale "Fweep" noise happens ahead of the talking. I just hang up immediately. Never say YES. They can connect that to anything they make up. . Nev

Correct.

Current and /or projected in the future, information doesn't show NP to be a MAJOR user of nickel in the TOTAL MARKET, full stop.. Nev

Nickel is used in the production of stainless steel - so theoretically, it is stainless steel that has the lion's share of usage of nickel. Stainless steel is used in all sorts of products - including components of a nuclear plant - particularly - well most of the critical components of the plant really - and of course, beyond the critical components. The stainless steel has to be high grade from a durability and longevity basis - I have no idea of the Nickel volume but around 10% seems to be in my memory for some reason. So, a lot of a nuclear plant is stainless steel - in that sense nickel is a significant component (not the most - but a "major") of a nuclear plant based on the use of stainless steel. Is the nuclear power generation industry a major consumer of nickel worldwide? That depends on how you look at it. On a pure volume basis, no. That would probably go to manufacture of consumer and industrial goods. But on a relative to scale basis - yes it is a major consumer.. not the biggest I would guess - when the plants are being built. If the world decided to do a new build program of, I dunno, 50 nuclear power stations, the projected demand of nickel for stainless steel production would increase the futures price of nickel. I am not going to do the modelling, but it would have significant future demand to immediately impact the futures prices - especially longer dated futures contracts if the announcement was made today. As the demand picks up during the builds, the spot price will increase. But once built, they consume surprisingly little in the maintenance/operate cycle of the plant - because most of it is high grade and lasts.. So, unlike consumer/industrial goods manufacture which more or less has an ongoing constant demand, nuclear power stations - once built (or past a stage in their building) - are not huge consumers of the stuff. It all depends on the context in which people mean "major" user, etc.