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Hidden Value Gems
More extreme weather is just on of the factors behind the rising pressure on the grid (others include renewables, electrification and data centres).
Evidence of the need to invest more in the grid 👇
"SPP (US grid operator) rarely signaled the potential for power shortages before 2019. Between 2019 and 2023, it recorded more than 3,000 hours during which supplies were tight enough to issue advisory or emergency operating notices."
“We’re talking probably at least over the next five years that we’re going to continue to experience these challenges,” CEO said. “It takes years to build transmission, and it’s taking even longer now to build generation.”
$PRY.IM $ENR.DE
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More extreme weather is just on of the factors behind the rising pressure on the grid (others include renewables, electrification and data centres).
Evidence of the need to invest more in the grid 👇
"SPP (US grid operator) rarely signaled the potential for power shortages before 2019. Between 2019 and 2023, it recorded more than 3,000 hours during which supplies were tight enough to issue advisory or emergency operating notices."
“We’re talking probably at least over the next five years that we’re going to continue to experience these challenges,” CEO said. “It takes years to build transmission, and it’s taking even longer now to build generation.”
$PRY.IM $ENR.DE
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Stock Analysis Compilation
Regal Partners on Ferrotec Holdings $6890 JP
Ferrotec’s strong position in the semiconductor supply chain, paired with upcoming IPOs of Chinese subsidiaries, presents a compelling growth story
(Extract from their Q2 letter) https://t.co/0xflMK1ScS
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Regal Partners on Ferrotec Holdings $6890 JP
Ferrotec’s strong position in the semiconductor supply chain, paired with upcoming IPOs of Chinese subsidiaries, presents a compelling growth story
(Extract from their Q2 letter) https://t.co/0xflMK1ScS
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Librarian Capital
"London and New York cocoa prices in rare divergence as shortages bite" (FT) $HSY
London prices lower due to a stock of older, less favored cocoa
Also, "many" HFs were shorting cocoa in NY and now forced to close their bets
EU deforestation rules will reduce supply from Jan-25
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"London and New York cocoa prices in rare divergence as shortages bite" (FT) $HSY
London prices lower due to a stock of older, less favored cocoa
Also, "many" HFs were shorting cocoa in NY and now forced to close their bets
EU deforestation rules will reduce supply from Jan-25
London and New York cocoa prices in rare divergence as shortages bite https://t.co/HNeKpybGOu tweet
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Librarian Capital
Why you should write on Substack, the Mogg edition
Jacob Rees-Mogg has started a Substack this month, despite historically receiving £1,000 per article from the Telegraph and £30k per month from GB News *
(Source: Register of Members' Financial Interests, May-24) https://t.co/9kMmkSjTJI
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Why you should write on Substack, the Mogg edition
Jacob Rees-Mogg has started a Substack this month, despite historically receiving £1,000 per article from the Telegraph and £30k per month from GB News *
(Source: Register of Members' Financial Interests, May-24) https://t.co/9kMmkSjTJI
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Librarian Capital
Why you should write on Substack, the Mogg edition
Jacob Rees-Mogg has started a Substack this month, despite historically receiving £1,000 per article from the Telegraph and £30k per month from GB News
(Source: Register of Members' Financial Interests, May-24) https://t.co/2T4BcCPQX1
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Why you should write on Substack, the Mogg edition
Jacob Rees-Mogg has started a Substack this month, despite historically receiving £1,000 per article from the Telegraph and £30k per month from GB News
(Source: Register of Members' Financial Interests, May-24) https://t.co/2T4BcCPQX1
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Librarian Capital
$HAYPP: The Licensing Committee of the Social Welfare Department of the City of Stockholm was scheduled to meet yesterday (18-Sep) to discuss a proposal to revoke Haypp's "sales permit for tobacco products on the Swedish market". Haypp shares are currently up 6% https://t.co/wsDgPcO2GA
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$HAYPP: The Licensing Committee of the Social Welfare Department of the City of Stockholm was scheduled to meet yesterday (18-Sep) to discuss a proposal to revoke Haypp's "sales permit for tobacco products on the Swedish market". Haypp shares are currently up 6% https://t.co/wsDgPcO2GA
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Librarian Capital
"Booking’s Curbs on Hotels Charging Less Attacked by EU Court" (Bloomberg)
"In a preliminary ruling on Thursday, the EU’s Court of Justice in Luxembourg said that such terms ...are liable to reduce competition"
$BKNG $EXPE
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"Booking’s Curbs on Hotels Charging Less Attacked by EU Court" (Bloomberg)
"In a preliminary ruling on Thursday, the EU’s Court of Justice in Luxembourg said that such terms ...are liable to reduce competition"
$BKNG $EXPE
Booking’s terms preventing hotels from charging less on their own websites risk hurting competition, according to the EU's top court https://t.co/VFzSP4832k tweet
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Stock Analysis Compilation
VGI Partners on London Stock Exchange Group $LSEG LN
LSEG’s transformation into a data and analytics powerhouse, backed by Refinitiv and partnerships like Microsoft, offers significant long-term growth potential
(Extract from their Q2 letter) https://t.co/7i0K5SS87E
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VGI Partners on London Stock Exchange Group $LSEG LN
LSEG’s transformation into a data and analytics powerhouse, backed by Refinitiv and partnerships like Microsoft, offers significant long-term growth potential
(Extract from their Q2 letter) https://t.co/7i0K5SS87E
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