Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
SP appears to be rising on no volume......
Live price just jumped... LSE:JOG
Sell:
199p
Buy:
200p
There are many plausible arguments pro/contra global warming, we will only have a "halfway definitive" answer in hindsight. Irrespective of where you stand on the debate the chances of us ending the use of carbons in the near / midterm, is zero. We need them now more than ever and the investment case for such remains imho very solid. Have a look at this excellent presentation from Mark Mills https://www.youtube.com/watch?v=sgOEGKDVvsg
MMs encouraging people to sell , must have a big order ?
Greta's mental frame of mind is totally taken over by a future event that she believes is going to happen but she has no proof and she has said the same herself , this sounds crazy to me.
There is in fact lots of proof that her stance is BS. Volcanic eruptions have caused climate change on a massive scale. One eruption in about AD 540 changed the weather for 100 years and killed 33% of humans.
https://www.nationalgeographic.com/science/article/colossal-volcano-behind-mystery-global-cooling-found
According to historian Colin Barras, Procopius recorded the climatic changes taking place in southern Italy during the period: unusual incidents of snow and frost in the midst of summer; below average temperatures; and a decrease of sunshine. So began a decades-long cold snap accompanied by social disruptions, war, and the first recorded outbreak of the plague.
Battery
Greta Thunberg is 20 years old! She is not mentally ill; she has been diagnosed with Asperger's syndrome. Other well known similarly "mentally ill" people include Carl Sagan, Sir Isaac Newton and Sir Anthony Hopkins!
I pity you!
Frazer
I was very clear that as far as I'm concerned anything you wish to say is fine!
What I was saying - perhaps in too oblique way - was who would give a fig that you "firmly believe" in some bizarre cause of climate change when you clearly have no expertise in the area.
Before you compile another long list of straw men, you are free to say what you like here or anywhere, but I am also free to say I would prefer if it weren't on this board if there isn't some evident link to JOG's prospects!
Good video everhopeful.
The problem with these guys is that they know what they are talking about and need the best part of 60 minutes to get it across.
Greta just needs to say "How dare you".
The politicians just need to vomit "climate emergency and global warming".
Takes about 10 seconds, can fit in a news broadcast and plays into the narrative of scaremongering, we're doomed and isn't life dreadful.
Bird Flu, swine flu, ebola, the ozone hole, co-vid and many many more events that were front page news and going to wipe us all out.
Well we're still here, but the bad news is we are all going to go at sometime, as a result of something.
We don't know when the sometime is, or what the something will be that will take us, but it's been in the post since the day we were born.
Worry for the world if you want.
Better still, enjoy yourself.
Clinton stopped research on Volcanos and their effect on the weather, Al Gore made a fortune by buying up wood plants before his film had an impact, he was backed by the deep state all the way just like Greta is.
https://www.tigerdroppings.com/rant/politics/meet-greta-thunbergs-handler-luisa-marie-nuebauer/85564350/
social engineering
https://commonpurpose.org/media/8457/sky-blue-programme-impact-report.pdf
Tonga eruption ruined Assie weather
https://www.youtube.com/watch?v=ut2XRWg_2BM
Fraser I abhor your comments . If Jog Farms out on decent terms then I stand to make a lot more than you .
Ironing my Hitler uniform tonight, as it would be inappropriate for me to wear anything else tomorrow, given my views.
Hi JODO
I think the video that Dick shared is pretty good, well researched by people who appear to know what they are talking about (Dick was good enough to share it previously).
Your post (edited) says "is there anybody who would factor his belief into public policy without some evidence of expertise in the area!!" if I'm understanding you correctly (forgive me if I get you wrong as discussion boards perhaps don't fully cover peoples meanings clearly) is probably one of the most barking mad comments I've read on this Board - and considering we have James Simon posting on here, that really is some going!.
If I take your comment as written does that mean you have to be an "expert" on something to comment on it. Really!!!
So if I go for a meal and it's abysmal, I have to be a Michelin Star Chef to say so, or comment on it?
If I watch Match of the Day and a Centre Forward misses an open goal from 6 yards, I need to be a professional footballer to say it was atrocious football?
We aren't allowed to say if invading Iraq was a good/ bad idea because we weren't in the military?
Politicians make policy decisions daily (unfortunately). Have they all to be experts in the field? (We have a transport minister in Scotland who is a Primary School Teacher - ideally, she would be nowhere near any such decision making, or indeed Government, but that is the elected system we have).
Are you suggestion that the entire Governing and Electoral process we have now be ripped up and replaced? (you might actually have an ally in me there)
Like I say, I hope I'm in some way misunderstanding your statement on the requirement for "expertise" before opinions can be offered.
As to the BB being for discussion about JOG, fair enough.
It's just that it would be a pretty quiet place if we were to discuss matters solely relating to JOG.
There's been about 3 RNS in the last year and 365 days worth of BB typing, with all of us (yes, me as well trying to guess what's going on).
So climate change might be a side show for you, but a gentle reminder - JOG is located in the Central North Sea (Scotland); the current Scottish Government has a presumption against Oil and Gas Exploration; their coalition Green Colleagues want to ban it completely, forthwith; the current SNP Leadership contenders and de-facto next First Ministers of Scotland want to hold referendums on Independence within 3 months of any election.
Our comments may be a "diversion" to the BB.
They will hopefully not affect investment decisions that relate to JOG.
But, if I were about to chuck a billion quid into an investment over some 30 years with those maniacs around, it would definitely be on a list of things to be aware of (at least) and worthy of some discussion on this BB.
PS - Dick, I told you you were a far right crank or had far right crankiness about you!!
That big orange ball in the sky burning at some squillion degrees will be controlled by us cycling instead of driving cars.
Ironing my Hitler u
I find it very sad myself that a group of investors would rather believe a group of university academics than a mentally-ill Swedish schoolgirl activist who clearly loves the climate passionately. I can see this all ending in tears, with compensation needing to be paid out for a lot of hurt feelings unless we all submit to the demands of the activists. ( Incidentally if these people really cared about net zero they would embrace nuclear energy production, but that's a fight for another day. ) Right now our focus should be on forgetting that without climate change over hundreds of thousands of year the ice age earth would have been completely uninhabitable by mankind.
Good link that Dickupham the Climate realists channel on YT is very good .
Here we have Richard Lindzen who is pretty much genius level ripping up global warming BS.
https://www.youtube.com/watch?v=IOKElp_jGLQ
Wow what a buy . It wasn’t me , someone is loading up . Double your money try to get rich ??
It’s a big buy! I would have thought it would have moved the SP a bit more! Unless it is a rollover or there is a corresponding sell in the system somewhere.
Either way, this is due a move north soon imho
That has got to show some hope!
".... without some evidence ..... "
Frazer and Dick
On JOG, Dick is the most consistently worth reading poster here, from my perspective.
However, I still regard his climate change stuff as far right crankiness!
Investors/gamblers in O&G shares (like me!) have a vested interest in protecting O&G and to obstruct the move to renewables. That's fine but your opinion in this debate has a very high credibility threshold!
As to Frazer's firm belief that planets, gravity, tides etc are the real villain and Greta and co are talking rot. That's fine too but is there anybody who would factor his belief into public policy with some evidence of expertise in the area!!
These pages would be better without these diversions, imo, unless they might have some short/medium impact on JOG's price!
(Even if Dick merits some latitude!)
A large windfarm in CNS would have a huge impact on a deal; electrification economics, which means Investment Allowance super-deduction.
https://twitter.com/offshoremgzn/status/1631090191778578433?t=oK7Z5HkWCmG0SBIqYwp3YA&s=19
This project is a long way from certain and doesn't fit our timeline but things like this may factor into optionality in a deal. Maybe. Perhaps a partner is getting comfortable with the ideal that timelines should tie up here and that gives a good chance upside to economics.
Dick
A pretty authoritative video.
Unfortunately, by sharing it, you are now Far Right......the go to "shutdown" of cranks and weirdos the world over now.
As for the guys in the video, they must still be crying their eyes out that years of research from multiple credible sources has been burst by a wee girl with pig tails saying "How Dare You!"
They must be inconsolable, as the world media and political "elite" have sided with the school truant.
I wonder if I'll be around for the day when the penny drops and the masses discover they have been had.
I fully believe that the position of planets, gravitational pulls and tidal flows dictate our climate, not your Granny driving around in her Ford Fiesta or some cows in the field having a pick at the grass.
Moons, supermoons etc have long been used to accurately predict high tides.
Perhaps we should ask the headcases to stop everyone driving their cars for a month and see if wee can stop the high tide at your local harbour.
We all know it wouldn't make one jot of a difference.
As an aside, saw this on twitter yesterday. The movements and gravitational pull, together with the position of the earth's axis has much, much, much more effect on our climate than any unwashed, knit your own clothes, lentil eating deviant will ever comprehend. (perhaps if we can make them feel guilty about living in a world with a solar system they might start taking out their inadequacies on by shaking their fists at the sky and leave the rest of us to get on with enjoying our lives - with a few quid from a JOG sale in our pockets).
Anyway, here goes.
https://twitter.com/MAstronomers/status/1632377077591572480
I’m off for my morning jog . Feeling very positive this week .
I’ve just placed a buy order and cannot buy . This will re rate .
Also can’t get a quote to be a measly £1.5k
There is nothing on the sell side - started flat but this should pop again today. Can sell all my shares for way above the quoted sell price