Hamish E

hedge funding by day, books and sport and living an examined life at other times. All views my own etc.

[Hamish E @hamishhamash]

@ekroth the key lies in Canatu's protected 'dry deposition' production technique for CNT. Mitsui is using more common 'wet deposition', which results in a less porous CNT. Thus for the most high end applications (like pellicles) the performance and ROI of a CAnatu CNT pellicle is better

[Hamish E @hamishhamash]

@ZackPolanski @MarketBlondes Don’t borrow from bond markets if you don’t want to be in hock to them. This is easy

[Hamish E @hamishhamash]

@InvestmentGuru_ Not going to be much indium phosphide without PVE Tepla! $TPE

[Hamish E @hamishhamash]

@DPJHodges Stamp duty means people owning pretty ordinary houses in Wandsworth can't afford to move even with more children. Lots of aspirational hard workers with London jobs who seen net pay hit by tax rises. Only Tories offering anything to tackle this - so no surprise really.

[Hamish E @hamishhamash]

@AFCWimbledon Get in!

[Hamish E @hamishhamash]

@jeromestarkey DUDE!

[Hamish E @hamishhamash]

@podcasts @MerrynSW I'm a long time listener to Merryn and John's podcast and I think this was the best one yet. She did very well to keep this conversation coherent and clear to us mere mortals without a computer science PhD.

[Hamish E @hamishhamash]

@InvestmentGuru_ Don't forget Mycronic $MYCR, which in its Global Industries division is growing 40% order intake thanks to AI demand. Two relevant subdivisions are https://t.co/Vz2cqXmulv and https://t.co/ueLkyoccDU

[Antonia Senior @Tonisenior]

I joked with my kids that I would get two weevils tattooed on my ankle. One big one, small. I now have a deal with them that if I can reach 10,000 followers, with r/ts and follows from people who get the joke, I will get the tattoo. I will also have found my x people.

So rt and follow me if you prefer the lesser of two weevils.

[Hamish E @hamishhamash]

@DrHelenFry If this is a Man by Primo Levi

[Hamish E @hamishhamash]

@ed_fin Not one of them has yet adjusted 2004-2008 rates and tanker values for inflation. If a VLCC was worth $250m in 2008 money....

[Hamish E @hamishhamash]

@AFCWimbledon Best of the season, against a good side too

[Hamish E @hamishhamash]

@arthistorynews @GeorgeTrefgarne It’s not odd, because the salary of an MP is 90k and a minister is on 166k. This is too low relative to the earnings power of senior tranches of many industries. So there aren’t enough talented people in politics. We should have less MPs and make them some of the best paid people

[Hamish E @hamishhamash]

@WHADmedia Stevens walked around like a 47yr old ex pro wheezing through a testimonial for a mate. He is either still injured or cooked, but he can’t start in our current system of hoofing it out of trouble because we don’t trust central midfield

[Hamish E @hamishhamash]

The Booker winner had such a dull protagonist so didn’t really appreciate the spare style. My favourite new podcast is @HistoryB00KBuff and still love @PodBattleground and @sixteenthCgirl on NJTT. Thanks to all and wishing all my followers a Merry Christmas. 2/2

[Hamish E @hamishhamash]

Time for my annual tweet! Got a bit unlucky with my reading this year and stuck in some ruts. But a few gems, loved Wolfpack by @Roger_Moorhouse and Kingmaker by @soniapurnell . Most fiction I read was average, rescued by Olivia Manning Balkan trilogy and a Patrick O’Brien. 1/2

[Hamish E @hamishhamash]

@GeorgeTrefgarne Think of the sheer amount of money to organised crime that must mean

[Hamish E @hamishhamash]

@ToffCap $EAPI euroapi, absolute dog of a 2021 IPO, spun out of Sanofi. new CEO, replaced all top management, large restructuring programme started in the summer, including cancelling $50m sales running at -$80m EBITDA. Conservative
assumptions still = >200% upside

[Hamish E @hamishhamash]

@Roger_Moorhouse @HistoryB00KBuff Many congratulations for getting it through the committee 😀, Antonia must have been full of Christmas spirit!

[Hamish E @hamishhamash]

@robert_lyman @Mark_Forsdike Hi Rob, who is the author please? Sounds like a great read.