End of an Era

 How Does one acquire Knowledge? With academic material and with life experiences that come with age  With academic material there is a stea...

About Me

Retired but always looking for new challenges.

Sunday, December 3, 2023

Climate change hoax !

1. Go to Stock Trading Trends (in the title banner above) above ,then click on Bvians Southern African Mining and resources news for the latest on price increases of mineral resources!


2.Yes the climate is never stable and is constantly changing, a natural phenomina ! Now major politicians of all Western countries followed the mentally challenged teenager,Thunberg foretrcast the the world would be unable to sustain life after this period which ends today. The trouble with youth generally is they never do research,but grab on to the newest slogan which the political left always exploits to their advantage.

I remember  from 1970 onwards ,the sheer horror of nuclear war led to the peace marches,which slowly turned into demonstrations against building nuclear power stations which to my mind are a greater danger than climate change! What with melt downs and disposible of nuclear waste. Remember Three mile island USA and Japan as well as Chernoble UKRAINE.  Not till this climate crises came along did things change. Now we are told by these same protest groups that it is a pity not more nuclear power plants were put in place sooner!



Thursday, November 2, 2023

Objectivity !

 Objectivity is sorely missing in the Middle East at the moment! 

With the crises racheting up as more come countries take sides the immediate future is not very bright! Best to withhold any financial decisions for the time being or trades on market. It is difficult to see the end in sight as Palestinians have let Iran radicals poison their minds and they won't even consider a two state solution and want rather to wipe out Israel completely!


Monday, October 2, 2023

Coal versus Lithium...At the moment!

 Actually no contest!

Please understand ,I would be greatly pleased if either one produced no pollutants as I am an Asthma sufferer. How ever politicians are only in themselves gaining popularity and  money !

I have just read that a car maker in America is busy building a lithium factory that will produce so many lithium cars that they will require a new coal mine to themselves to for see the  electrical power. 

Once the cars hit the road and need to  load up their batteries of course coal will provide most of the power to drive the energy, as hydro power is not available country wide,added to this solar power does not do well on cold and overcast days !

The answer to this problem is of course fuel cells using platinum proton membranes as there are no pollutants. That is why Japan,China and major manufacturers are turning to this source of power! the Chinese government is funding research. the USA seem not interested at this stage!

Go to Stock Trading Trends (See above) for other monthly updates.



Friday, September 1, 2023

An Uncomfotrable Time for Platnium Group Metals (PGM's)

         As all resource traders know mineral mining is usually cyclical.How ever the producers of these metals have of late reduced this phenomenon by producing just enough of these metals to satisfy the market and keep prices steady,which is in the interest of both producers and consumers.

     The two main producers of  PGM's are Russia and South Africa. In the case of palladium Russia carries a huge stockpile of palladium and just releases enough to help pay their balance of payments.Russian economists thought this situation could continue indefinitely. In 2019 there was a slight over production of PGM's and all miners were cutting back on new projects. The Russian political class miscalulated and decided to invade Ukraine thinking the war would be over in a number of weeks.The Ukrainians fought back and now with all the major countries helping Ukraine,the Russians are short of cash to keep the war going and drive their economy forward. They are under increasing sanctions as well. They are selling their considerable stockpile at almost half price as well as their newly mined palladium. China is the main beneficery of this deal as they are investing in fuel cells for transport. Russia is also selling their other PGM's which they had bought at a loss to feed their war.

     Unfortunately our mines are suffering the consequences of this policy and at the prices we are now getting for our PGM's most mines are at break even point and some are loss making already.Our mines are closing now unprofitable shafts and putting off new projects to help shore up their reserves of cash. Unless the war stops soon conditions will get considerably worse in the next couple of years leading to massive lay off's of workers.

     We expect this situation to right itself , although this might take up to three or more years. As lithium is a rare metal and likely to run out in half a centuary as demand has to increase fourfold if it is to provide all applications now sought for it,the price alone is likely to kill the market ,turning to PGM'S is the only answer.

METAL PRICES SEP 2023, gains and losses.

Platinum over 1year = 14% gain

Platinum over 3 years= 0% gain

Platinum over 5 years= 22%gain

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Palladium over 1 yea     =25%gain

Palladium over 3 years=-47%Loss

Palladium over 5 years=-39%Loss

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Gold over  1   Year=61  % Gain

Gold over  3   Years= 1% Gain

Gold over 5 years  = 14% Gain




Tuesday, August 8, 2023

Gold's Future !

 

Russia and China are using GOLD to get the better of  The Western Powers, namely America and Nato

At the next BRICS conference 24 to 28 August 2023 in South Africa.,as they are slowly loosing out on the battlefield ,probably feel taking away the power from the AmericanDollar of being the world reserve currency will eventually give them the upper hand and make up for their losses so far.

How ever it must be remembered The USA has a huge store of the metal. If they succeed or even partly then we suppose the various currencies would have to be attached to the floating gold price. Then goods and trade would not determine their value but those nations with the most gold. 

In any case it would cause a great deal of turmoil in world trade and do remember a rogue nation or traders or a major protagonist might suddenly lower the price OF GOLD to make a huge profit or just for political reasons. This could  disadvantage the poorer nations as at that time ,CAUSING SUPPLIERS TO WITHDRAW THEIR SUPPLIES of goods causing hunger worldwide.

For a gold standard to work the majority of nations would have to sign on to the idea. Further there would have to be a floor price to bring stability to the system. The best time to start such a system would be during a time of peace,not when the world is drifting into further chaos.

Wednesday, July 12, 2023

BVian's SOUTHERN AFRICAN MINING AND RESOURCES NEWS: War's effects !

BVian's SOUTHERN AFRICAN MINING AND RESOURCES NEWS: War's effects !: A troubling time  for the world indeed ! The fact that gold has finally  shot up shows that there is a great deal now about the path ahead f...

Monday, July 3, 2023

CLIMATE CHANGE!

Climate Change is not influenced by the farts of cows,our small children,plastic straws or any other whim   that the of the far left imbeciles can dream up!These ideas are supported by the press and big business as it turns out to be extremely profitable. From ideas for alternate electricty sources to consumerables etcetra ! Perhaps it is thought to be a way to make homo sapiens less messy and keep the air relative breathable as over population ruins our living conditions.

Scott.net published on 3 Jun a staement of NASA!
Although not fully understood yet ,the tilt of the earth and variation in the orbital plane with occasional orbital eccentricty cause climate change ,a fact known for at least the last fifty years,in which the magnetic fields also play a part. The brilliant scientist Manikovitch published a treatise in 1978 which was promptly  ignored by his fellow scientists as probably they thought it was unimportant!
NASA has also published a warning they might be heading for a miniture ice age in the next fifty years!