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LLOY PrefInvestor1 25 Feb 2020

LLOYDS is going to FLY quote=“trader_jack, post:4317, topic:1144884”] Just looked on google & Windows 11 is coming out in late July this year . Oddly it then goes on to say that Windows 12 is also coming out this year but the wording is quite odd:- "Microsoft will release a new Windows 12 in 2020 with many new features. As previously said that Microsoft will release Windows 12 in next years, namely in April and October. " [/quote] I think that talk of Windows 11 and 12 are fake news. Pretty sure I’ve read policy statements that Windows 10 plus incremental enhancements is all there is EVER going to be. So no Windows 11 or 12… Don’t believe everything you read on the web… Pref

LLOY PrefInvestor1 25 Feb 2020

LLOYDS is going to FLY trader_jack: Just looked on google & Windows 11 is coming out in late July this year . Oddly it then goes on to say that Windows 12 is also coming out this year but the wording is quite odd:- "Microsoft will release a new Windows 12 in 2020 with many new features. As previously said that Microsoft will release Windows 12 in next years, namely in April and October. " I think that talk of Windows 11 and 12 are fake news. Pretty sure I’ve read policy statements that Windows 10 plus incremental enhancements is all there is EVER going to be. So no Windows 11 or 12… Don’t believe everything you read on the web… Pref

RIO marktime1231 25 Feb 2020

Rio added Swooped for an extra chunk of RIO at 3940p this morning, ahead of results tomorrow expected to be OK and hoping for a final dividend announcement of 150p+ even oif there is no special this time, and which tends to go ex-div and payout swiftly. Holding off on everything else, having jumped the gun on a LLOY top up only for it to slip from 57p to 52p and LGEN has reversed into the 290s. Fears of a covid19 pandemic are justified as we see Korea and Italy and Spain and Iran also struggling to contain outbreaks … but this form of flu is containable if only we get ourselves organised, and is not highly lethal if you are otherwise fit and healthy there is a fair chance you will naturally work off the chest/cold sytmptoms in a couple of weeks. We are not all going to die. So, we will get through this, but it might get worse before it gets better as some regions may need to isolate communities and shut down economic actvity for a while. A breakthrough might come if someone fast-tracks a vaccine or treatment. We will bounce back.

LLOY Eadwig 25 Feb 2020

LLOYDS is going to FLY trader_jack: “In next years” I wonder what they mean by that? Now I am wondering should I wait a few more months and do everything at the same time. No idea what it means, but I’d avoid buying a first release of any new Windows… assuming it doesn’t try to upgrade itself, but I don’t suppose it will to a whole new release.

LLOY PrefInvestor1 25 Feb 2020

LLOYDS is going to FLY trader_jack: Thanks for you gudance I have managed to find what version I have of Windows 10. It is 1903 (OS Buo;d 18362.657). It tells me it was last updated at 17:47 yesterday evening. I guess that means that I have not got a new enough version of Windows 10 to run Home & Student 2019. As I mentioned yeaterday my computer haas 16GB RAM and 1TB harddisk, Firefox is my preferred operating system. Hi @trader_jack, Well no it’s not necessarily a problem that you don’t have THE most up to date version, Certain updates were optional and you would need to have gone on the Windows Update page within Settings (the cog icon in the Start Menu) and EXPLICITLY selected to have them installed (by selecting the feature update and selecting download) Ideally you should try doing that if you feel able to do so. We also need to check exactly what speed processor you have in your PC and how much free disk space you have (not just how big your disk is). Do you knitwear those things ? ATB Pref

LLOY trader_jack 25 Feb 2020

LLOYDS is going to FLY PrefInvestor1: Well the full Office 365 costs £80 per year every year, which is expensive compared to a one time purchase. It also includes a lot of web functionality which you will never use and probably would prefer not to be there. They issue updates EVERY SINGLE MONTH which will happen completely invisibly to you, this can cause things that were working to NOT work. I have had that happen, but I know how to fix such things. Not sure its a great idea for you…?. I think 2019 (or 2016) is your best bet. Hi again Prefinvestor, Back from the supermarket, fridge, fruit bowl and wine holder now fully stocked for the week. Thanks for you gudance I have managed to find what version I have of Windows 10. It is 1903 (OS Buo;d 18362.657). It tells me it was last updated at 17:47 yesterday evening. I guess that means that I have not got a new enough version of Windows 10 to run Home & Student 2019. As I mentioned yeaterday my computer haas 16GB RAM and 1TB harddisk, Firefox is my preferred operating system. I thought that all Windows 10 were updated regularly so that whenever you bought Windows 10 the updates would ensure that everything was as up to date as if you had purchased it today. Just looked on google & Windows 11 is coming out in late July this year . Oddly it then goes on to say that Windows 12 is also coming out this year but the wording is quite odd:- "Microsoft will release a new Windows 12 in 2020 with many new features. As previously said that Microsoft will release Windows 12 in next years, namely in April and October. " “In next years” I wonder what they mean by that? Now I am wondering should I wait a few more months and do everything at the same time. I have been mulling over Home & Student 2019 and Office 365. If I purchased H&S and my computer decided to pack up permanantly on me would I be able to transfer H&S 2019 to a new computer? I guess that if I were paying a monthly / annual subscription there would be no problem in transferring over to a new computer if necessary. That is one reason that I always preferred to have the programme sold by Microsoft on a DVD. Just in case I have been on to Amazon and have just purchased “Excel 2019 Bible” it seems to have good reviews and if it can help in any way to give me a little bit more knowledge that can only be a good thing. That will give me something to read over the coming days whilst, hopefully, the markets start to calm down. Best regards TJ

LLOY adrian.pollard 25 Feb 2020

LLOYDS is going to FLY What was it George Best said, ‘I spent most of my money on Beer, women and cars, the rest i just wasted!’

GKP MikeyAdmin 25 Feb 2020

Level 2 FTSE100 . . . 7,098.43 . (-58.40) . (-0.82%) after being up 40+ points has fallen back Brent Crude . . . $55.55 . (-0.22) . (-0.39%) after being up 1% has fallen back Close . . . . 169.20 Open . . . . 173.60 High . . . . .173.60 . . . 08.00.24 . . AT Low . . . . . 166.60 . . . 10.41.15 . . AT MD Auc . . 1 @ 169p Full 145,666----240,704 35----45 LSE Vols . . . . 354,246 . . . 222 trades AT trades . . . 161 OT trades . . . 61 . . . 12.20.50 Spread 169----169.6 . . Mid 169.3p

LMI Ripley94 25 Feb 2020

Conversion is a@67p at the moment LMI… XXXXX The tab under this one ( just an old tread i found wile searching for a Gemfields page last week . I forgot this page is still up . Confusing this as now appears to back as Sibanye-Stillwater. Saw ( D ) C.A… Article below. Do not know what Sibany gold was about ? Looks like they might relist in London . … The chief executive of South Africa’s Sibanye-Stillwater hailed as a success its acquisition of Lonmin, a rival platinum producer, and forecast that dividend payments could resume this year. Neal Froneman said the £285m purchase of London-listed Lonmin was shaping up to have the “lowest payback period” of all the deals done by the highly acquisitive company. “It is literally going to be a little bit more than a year,” he said. “We took a lot of flak when we announced the deal but we have had commodity prices behind us. The wind in our sails.” Johannesburg-listed Sibanye launched its all-stock takeover of Lonmin in December 2017 but the deal was not finally closed until June 2019. The timing of the takeover surprised analysts because Sibanye’s balance sheet was stretched after paying $2.2bn in cash for Stillwater, a US palladium producer. However, over the past year the prices of palladium and rhodium — two of the company’s main commodities — have surged to record or multiyear highs on strong demand from global carmakers. Recommended Tail RiskNeil Hume Analysts wonder when palladium’s record run will be exhausted Palladium and rhodium are critical ingredients in catalysts for petrol and hybrid cars that convert toxic emissions, such as carbon monoxide and nitrogen oxide, to carbon dioxide, water and nitrogen. After nearly a decade of undersupply, analysts say stocks of the metals are almost exhausted. “I don’t want to mention a name but there has been a senior car company that has experienced a real shortage in rhodium,” said Mr Froneman. “You can’t run deficits and consume surface stockpiles and inventories for ever and a day. At some point that turns into a real shortage. And that’s what happened in rhodium and I dare say it could happen in palladium.” I don’t want to mention a name but there has been a senior car company that has experienced a real shortage in rhodium Neal Froneman Rising platinum group metals and gold prices meant that Sibanye was deleveraging fast and would be in a position to return cash to shareholders in 2020, Mr Froneman said. Sibanye last paid a dividend in 2016. James Bell, analyst at RBC Capital Markets, said he expected Sibanye to reinstate its dividend once net debt was lower than one times underlying earnings. “This would mean scope for a potential interim dividend this year. In terms of structure of the policy this will probably be a share of earnings rather than a link to free cash flow,” he said. Known in the industry as Neal “the deal” Froneman, the South African has turned Sibanye into a big force in the precious metals market through a string of acquisitions. As well as PGM’s it is also a big gold producer. The company now has a market value of nearly $7bn and Mr Froneman is weighing plans to list in either London, New York or Toronto. Its shares have risen almost 190 per cent in the past year. Mr Froneman confirmed Sibanye had made an offer for AngloGold Ashanti’s Mponeng, the world’s deepest gold mine, but doubted it would be accepted. “We put in an offer we thought was commensurate with the risk . . . I’m not sure they have decided on the outcome yet but if we are not successful it is not the end of the world for us.” Mr Froneman said Sibanye’s next deal was likely to be outside South Africa and in battery metals. “We want to play in the international arena. We are probably ex-growth in South African because of our market position in PGMs,” he said.

HSBA petethenovice 25 Feb 2020

Brexit Wars 3 The government has hailed the news that life expectancies had stopped their unpatriotic climb and were finally heading towards the position they had in those halcyon days before 1973, and explained that work was ongoing to replicate this across all facets of life. Brexit benefit Life expectancy drops to time when we were Sick Man of Europe…

GKP MikeyAdmin 25 Feb 2020

Breakdown of the September Production Payment I’ve checked and re-checked my figures & calculations but even so, please check yourselves The Calculations are for a R-Factor of 22.5%—77.5% based on the September Production & Payment, and are to show how GKP use Shaikan PSC Terms of Contract to work out Shaikans Production Payments Screencast.com 2020-02-21_1346 Shared from Screencast.com . . . . . . . . . . . . . . . . . . . . . . . . Production 37,000bpd x 30 = 1,110,000b x $41.13 = $45,654,300 . . (courtesy of @ValueSeeker8) $45,654,300 – 10% KRG Royalty Payment = $41,088,870 $41,088,870 x 40% = $16,435,548 Contractors Costs Recovery $41,088,870 x 60% = $24,653,322 Profit Oil The $24,653,322 Profit Oil is then split by the R-Factor of 22.5----77.5% $24,653,322 x 22.5% = $5,546,997.45 . . . is split along the WI Lines of 80% GKP 20% MOL $24,653,322 x 77.5% = $19,106,324.55 . . goes straight to the KRG The $5,546,997.45 Contractor Share of the Profit Oil divided along WI Lines of 80% & 20% = GKP . $4,437,597.96 . . . MOL . $1,109,399.49 GKP as the Main Contractor has to pay the 40% Capacity Building Tax GKP $4,437,597.96 x 40% = ($1,775,039.18 CB Tax) = $2,662,558.88 GKP Profit Oil $16,435,548 Contractors Costs Recovery is split along WI Lines $16,435,548 x 80% & 20% = GKP . $13,148,438.40 . . . MOL . $3,287,109.60 MOL Cost Recovery . $3,287,109.60 + Profit Oil $1,109,399.49 = $4,396,509.09 GKP Cost Recovery . $13,148,438.40 + Profit Oil $2,662,558.88 = $15,810,997.18 MOL’s $4,396,509.09 + GKP’s $15,810,997.18 = So in my opinion the R-Factor GKP are using to calculated the Oil Revenue Payments is pretty damn close to a R-Factor of 22.5% - - - 77.5% Please Note. In the following RNS it states . . the payment is “($15.8 million net to GKP)” which means there are no further deductions [link]

LMI ripley94 25 Feb 2020

Not sure what is going on here rang ( D ) as some sort of corporate action showing Otto mentioned some sort of recent event ( C.A ) article below indicates it is now sibanye -stillwater which appears to be only 16 days ago. Good news is they might list on market i can sell on with ( D )

LMI ripley94 25 Feb 2020

Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email [email protected] to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at [link] [link] Neil Hume in Cape Town FEBRUARY 9 2020Print this page0 The chief executive of South Africa’s Sibanye-Stillwater hailed as a success its acquisition of Lonmin, a rival platinum producer, and forecast that dividend payments could resume this year. Neal Froneman said the £285m purchase of London-listed Lonmin was shaping up to have the “lowest payback period” of all the deals done by the highly acquisitive company. “It is literally going to be a little bit more than a year,” he said. “We took a lot of flak when we announced the deal but we have had commodity prices behind us. The wind in our sails.” Johannesburg-listed Sibanye launched its all-stock takeover of Lonmin in December 2017 but the deal was not finally closed until June 2019.  The timing of the takeover surprised analysts because Sibanye’s balance sheet was stretched after paying $2.2bn in cash for Stillwater, a US palladium producer. However, over the past year the prices of palladium and rhodium — two of the company’s main commodities — have surged to record or multiyear highs on strong demand from global carmakers.  Recommended Tail RiskNeil Hume Analysts wonder when palladium’s record run will be exhausted Palladium and rhodium are critical ingredients in catalysts for petrol and hybrid cars that convert toxic emissions, such as carbon monoxide and nitrogen oxide, to carbon dioxide, water and nitrogen. After nearly a decade of undersupply, analysts say stocks of the metals are almost exhausted. “I don’t want to mention a name but there has been a senior car company that has experienced a real shortage in rhodium,” said Mr Froneman.  “You can’t run deficits and consume surface stockpiles and inventories for ever and a day. At some point that turns into a real shortage. And that’s what happened in rhodium and I dare say it could happen in palladium.” I don’t want to mention a name but there has been a senior car company that has experienced a real shortage in rhodium Neal Froneman Rising platinum group metals and gold prices meant that Sibanye was deleveraging fast and would be in a position to return cash to shareholders in 2020, Mr Froneman said. Sibanye last paid a dividend in 2016. James Bell, analyst at RBC Capital Markets, said he expected Sibanye to reinstate its dividend once net debt was lower than one times underlying earnings. “This would mean scope for a potential interim dividend this year. In terms of structure of the policy this will probably be a share of earnings rather than a link to free cash flow,” he said. Known in the industry as Neal “the deal” Froneman, the South African has turned Sibanye into a big force in the precious metals market through a string of acquisitions. As well as PGM’s it is also a big gold producer. The company now has a market value of nearly $7bn and Mr Froneman is weighing plans to list in either London, New York or Toronto. Its shares have risen almost 190 per cent in the past year. Mr Froneman confirmed Sibanye had made an offer for AngloGold Ashanti’s Mponeng, the world’s deepest gold mine, but doubted it would be accepted. “We put in an offer we thought was commensurate with the risk . . . I’m not sure they have decided on the outcome yet but if we are not successful it is not the end of the world for us.” Mr Froneman said Sibanye’s next deal was likely to be outside South Africa and in battery metals.  “We want to play in the international arena. We are probably ex-growth in South African because of our market position in PGMs,” he said.

GKP MikeyAdmin 25 Feb 2020

Level 2 FTSE100 . . . 7,098.43 . (-58.40) . (-0.82%) after being up 40+ points has fallen back Brent Crude . . . $55.55 . (-0.22) . (-0.39%) after being up 1% has fallen back Close . . . . 169.20 Open . . . . 173.60 High . . . . .173.60 . . . 08.00.24 . . AT Low . . . . . 166.60 . . . 10.41.15 . . AT MD Auc . . Full 151,286----241,269 44----41 LSE Vols . . . . 328,981 . . . 197 trades AT trades . . . 145 OT trades . . . 52 . . . 11.31.20 Spread 168.4----169.2 . . Mid 168.8p

SXX icebilly 25 Feb 2020

Sirius Feb 25th news item Odey Asset Management told they should make its own offer for Sirius Minerals PLC if it thinks Anglo American is not offering enough, according to serial entrepreneur David Lenigas.