Private Investor
I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...more

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T’Winners From The Deferred Energy Crisis
14 days ago
Some up to date information on Chart is here... https://seekingalpha.com/article/4732285-chart-industries-mr-market-finally-evaluates-earnings-progress
T’Winners From The Deferred Energy Crisis
14 days ago

Helo Jan, I said earlier I might sell some of my Chart holding but have decided to stay with it as so much of what it does in LNG and hydrogen has big potential still. 

I have also moved into nuclear and am buying more Centrus Energy (LEU) today as it got hit hard yesterday after going to the market for more money to fund expansion.  

A riskier nuclear buy with big potential is NuScale (SMR). I am doing well with that but the ride can be bumpy. James 

T’Winners From The Deferred Energy Crisis
14 days ago

Hello Adam, I had not heard of GAME before. It looks good but is not in a sector that I know of anything about so i cannot offer an opinion. James 

T’Winners From The Deferred Energy Crisis
17 days ago

Hello Jan,

Chart has not done as well as I expected despite much promise.  I suspect the high short interest is connected with the very high PE. 

I shall sell some. My other pick - Burckhardt - is doing ok and is up around 25%  since I wrote the article. I see no reason why that should not continue.  Bye. James 

T’Winners From The Deferred Energy Crisis
17 days ago

Hello Jan,

Chart has not done as well as I expected despite much promise.  I suspect the high short interest is connected with the very high PE. 

I shall sell some. My other pick - Burckhardt - is doing ok and is up around 25%  since I wrote the article. I see no reason why that should not continue.  Bye. James 

Veolia Investors Will Profit Hugely From Cleaning Up "Forever Chemicals" In Our Drinking Water And Much More
17 days ago
President Biden has decided not to attend COP29 so many who would go just because such an important person would be there will now not go. That will help the environment and further diminish the importance of this purposeless event.
In this article: VEOEY
Veolia Investors Will Profit Hugely From Cleaning Up "Forever Chemicals" In Our Drinking Water And Much More
23 days ago

Thank you!   Please share any points you consider important with others as we - the people - are the only ones that will fix many of those things. 

In this article: VEOEY
Veolia Investors Will Profit Hugely From Cleaning Up "Forever Chemicals" In Our Drinking Water And Much More
1 month ago

Hope it helps.  Thanks for the comment.  James 

In this article: VEOEY
The Top 10 Nations Buying Gold: A Portfolio Strategy You Can Follow
1 month ago

Funds and individual investors do not buy gold, they buy promissory notes and there is a massive shortfall of physical gold available to back up those promises. 

Is The US Economy More Fragile Than It Appears?
1 month ago

Good article. A point that also worries me is the rush into gold.  That rush buys promissory notes and there is a huge shortfall in the amount of physical gold available to back up those promises. 

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