Veetsam

The only Way out is going nowhere
Being in Zen
Playing the Game of winning and losing

[Veetsam @veetsam]

@aktien_guide @_Joner__ Ist zwar nicht Monaco oder Liechtenstein ,sondern Kasachstan,aber ich würde mich über die Halyk Bank Of Kazakhstan, ISIN US46627J3023 in der Datenbank freuen.😉
Und auf diesem Wege auch ein Dankeschön für Eure Arbeit.🙏

[Veetsam @veetsam]

@_Joner__ @aktien_guide Und zum Schluss noch die VP Bank.
LI0315487269.
Mehr gelistete Unternehmen gibt es in Monaco und Liechtenstein glaube ich nicht.
Da hat Singapur doch weitaus mehr zu bieten,unter anderem einen meiner "Lieblingsdividenden" Titel
BW LPG , SGXZ69436764

[Veetsam @veetsam]

@_Joner__ @aktien_guide Die Aktie für Monaco ist natürlich der Casinobetreiber $BAIN
Société des Bains de Mer et du Cercle des Etrangers a Monaco.
Aber was die Dividende angeht für mich eher uninteressant.

[Veetsam @veetsam]

Geburtenrückgang vs. Boomergeneration.
Das Leben fängt mit Windeln an und endet auch mit Windeln.👩‍🍼-👨‍🦽
$ESSITY B

[cash @cashch]

Alternde Bevölkerung: Das Windeln-Phänomen in Japan sollte auch uns aufrütteln https://t.co/hNJpmXml97

[Veetsam @veetsam]

@lovethebrowns_s @mojmir_hlinka Neben Geduld hilft bei Kursrücksetzern auch Vertrauen.
Vertrauen in das Unternehmen,das Management und in
die eigene Anlageentscheidung.
Und der Blick auf den Kurs der letzten 10 Jahre ,die zwar Vergangenheit sind aber trotzdem beruhigen.😉

[Veetsam @veetsam]

$HGRAF HydroGraph Clean Power

[Kevin Bambrough @BambroughKevin]

The graphene production capacity that’s going to be rolling out is going to result in Wall Street modeling ridiculous numbers for earnings and market cap.

I’ve personally introduced Morgan Stanley to Kjirstin. I plan to follow on with other key banking partners. Morgan Stanley gets critical minerals and the importance of Graphene. They were key in helping MP minerals (which I wrote up prior to the goverment deal they got)

$hg $hgraf is positioned to become the leading nano tech, nano material company.

They will earn support from top Wall Street bankers. In fact, the bankers will compete to support them. They will all get very large goverment deals.

These things don’t happen over night. But, they will happen. Because the gov wants this tech to happen. They want turbostratic fractal graphene made in Texas.

Security of supply… and it’s going to prove to the most enabling revolutionary commodity in recent memory. Wild stuff

[Veetsam @veetsam]

@Mike10947310 Talking about recoil,i just watched this.
https://t.co/c7oFSZrgRM

[Wild Hornets @wilendhornets]

Archive footage from the golden collection: Queen Hornet with a grenade launcher 🔥

Operators from the BULAVA unmanned systems unit of the Presidential Brigade upgraded our platform with a machine gun, and now other soldiers — with a full grenade launcher. We’d like to draw your attention to the drone’s stability after firing.

[Veetsam @veetsam]

@LeAbbeFaria @DaBao_ @MikeFritzell @Invesquotes @MoodyWriter13 published a very good article today about KSB SE & Co. KGaA, $KSB the German Pump Manufacturer.I recommend to read it and i bought $KSB recently.
Thank you @MoodyWriter13
https://t.co/0yLHoYiZRp

[Moody @MoodyWriter13]

I published an article today about KSB SE & Co. KGaA, $KSB one of the world’s leading manufacturers of industrial pumps and valves.

Industrial pumps may sound boring at first. However, some of these highly specialized pumps are essential for nuclear power plants, gas-fired power plants, copper mines, oil sands, and LNG infrastructure.

All of these end markets are already experiencing capital inflows driven by the AI supercycle. KSB supplies exactly these types of specialty pumps.

Anyone who has read Jeffrey Currie’s work also understands the link between AI and commodities. If the commodity supercycle unfolds as he predicts, we are facing a massive wave of investment into the resource sector.

This would require huge volumes of pumps from KSB.

The key point is that KSB is currently trading at a P/E ratio of only around 10, and EV/ebit of 4.7, while aiming to grow revenues by roughly one third by 2030. A “sum-of-the-parts” analysis also reveals significant embedded value within the holding structure, which accounts for more than 50% of the parent company’s market capitalization.

A high-quality business at a reasonable price, with strong long-term tailwinds. There’s not much more one could ask for at the moment. I hope you enjoy the article.

https://t.co/vSCYuV1Z93

[Moody @MoodyWriter13]

I published an article today about KSB SE & Co. KGaA, $KSB one of the world’s leading manufacturers of industrial pumps and valves.

Industrial pumps may sound boring at first. However, some of these highly specialized pumps are essential for nuclear power plants, gas-fired power plants, copper mines, oil sands, and LNG infrastructure.

All of these end markets are already experiencing capital inflows driven by the AI supercycle. KSB supplies exactly these types of specialty pumps.

Anyone who has read Jeffrey Currie’s work also understands the link between AI and commodities. If the commodity supercycle unfolds as he predicts, we are facing a massive wave of investment into the resource sector.

This would require huge volumes of pumps from KSB.

The key point is that KSB is currently trading at a P/E ratio of only around 10, and EV/ebit of 4.7, while aiming to grow revenues by roughly one third by 2030. A “sum-of-the-parts” analysis also reveals significant embedded value within the holding structure, which accounts for more than 50% of the parent company’s market capitalization.

A high-quality business at a reasonable price, with strong long-term tailwinds. There’s not much more one could ask for at the moment. I hope you enjoy the article.

https://t.co/vSCYuV1Z93

[Veetsam @veetsam]

@abcampbell Elevated oil prices that are encouraging mills in top producer Brazil (45% of total exports) to divert cane crushing toward ethanol instead of sugar might have a bigger impact on the price.
https://t.co/CdC5Qgs1AG

[Veetsam @veetsam]

@keypousttchi Und jetzt zum Energieverbrauch.
https://t.co/3RAZ6qOeJ7

[Massimo @Rainmaker1973]

A massive new hyperscale data center project called Stratos is planned for Box Elder County, Utah. If built, it would demand up to 9 gigawatts of electricity, more than twice the total power consumption of the entire state.

But the real shock comes from the waste heat. According to Utah State University physics professor Robert Davies, the facility would generate an additional 7 to 8 gigawatts of heat, creating a total thermal output of roughly 16 gigawatts concentrated in one location.

That energy release, Davies calculated, is comparable to detonating 23 atomic bombs per day in Hansel Valley, a high desert basin near the shrinking Great Salt Lake that naturally traps heat like a bowl. The project’s energy footprint would also be roughly equal to that of 40,000 Walmart Supercenters.

Local temperatures could rise by about 5°F (2.8°C) during the day and a staggering 28°F (15.6°C) at night. Ecologists warn that such dramatic warming would stress an already fragile ecosystem, worsen toxic dust from the drying lakebed, and disrupt plants, wildlife, and water resources.

As the backbone of artificial intelligence, data centers are essential for every AI query, image, and training run. The Stratos project now raises a critical question: Can the massive infrastructure behind AI expand without permanently transforming, and overheating, the communities and landscapes where it’s built?

["‘So much worse than I even thought’: Utah’s ‘hyperscale’ data center could create massive heat island near Great Salt Lake." The Salt Lake Tribune]

[Veetsam @veetsam]

@keypousttchi Und hier ein Grund (Wasserbedarf) für den Widerstand :
https://t.co/uGwc214nBl

[Hedgie @HedgieMarkets]

🦔A data center in Fayetteville, Georgia, drained approximately 30 million gallons of water through two industrial-scale hookups that the local utility did not know existed. One connection had been installed without the utility's knowledge, and the other was not linked to any account and therefore was not being billed. The discovery only came after residents complained about low water pressure.
The campus is still under construction with completion projected three to five years out. A separate incident in Tucson last week saw Project Blue's contractor caught trucking municipal water out of a city that had explicitly voted against the project, with Tucson revoking the temporary meter and demanding two acre-feet of water credits to make the city whole.

My Take
Two unrelated data center water incidents in two weeks across two different states is a pattern, not a coincidence. The Georgia facility was running off an unmetered industrial hookup nobody at the utility had on file, which means either a contractor installed it without authorization or the utility lost track of a connection serving a major customer, and neither of those explanations should make anyone comfortable. The construction phase alone consumed 30 million gallons before operations even began, which gives you a sense of the water demand profile these facilities have once they go live.

The bigger issue is that hyperscale data centers are being permitted under regulatory frameworks built for industrial users a fraction of their size, and the utilities responsible for tracking water use are not staffed for facilities this scale. A 30 million gallon discrepancy slipping through billing is not a clerical error, it is a sign that the infrastructure for monitoring these projects is being outpaced by the speed at which they are being built. Tucson caught their problem because a citizen made a phone call to a council staffer, and Fayetteville caught theirs because neighbors noticed their taps had lost pressure. Neither of those is a functioning compliance system, and the next community in this situation will probably not catch it at all.

Hedgie🤗

[Veetsam @veetsam]

@LeoNelissen $EZPW EZCORP
Same reason but different outcome.

[Veetsam @veetsam]

@testimesti13371 @Tiefseher Das beantwortet jetzt aber nicht meine Frage.

[Veetsam @veetsam]

@Tiefseher Unterschätzen Sie die Sozialdemokraten nicht.
Die SPD ist die Partei mit den umfangreichsten Unternehmensbeteiligungen aller Parteien in der BRD.
(Deutsche Druck- und Verlagsgesellschaft mbH).😉

[Veetsam @veetsam]

@testimesti13371 @Tiefseher Sie besitzen also keine Wertpapiere und haben auch keine Sparanlagen,weil Sie nicht leistungslos von der
Arbeit anderer profitieren wollen?

[Veetsam @veetsam]

Die News: " $MOS Mosaic drosselt Phosphatproduktion wegen Schwefel-(Säure)-Preisschwankungen"
Der spekulative !! Kauf : $CVVY:CA Cavvy Energy
Kanadischer Gasproduzent,produziert grosse Mengen Schwefel als Nebenprodukt der sour-gas-Verarbeitung.
Keine Anlageberatung
Chart 👇

[Veetsam @veetsam]

https://t.co/jA2jin3P0X

[Veetsam @veetsam]

Gute Zahlen von Airtel Africa $AAFRF
ISIN GB00BKDRYJ47 treiben den Kurs heute.😊
5,005 EUR +0,771 EUR = 18,21%

[Veetsam @veetsam]

Teleperformance $TEP
ca + 20€ in 6 Wochen.
Es wird doch wohl keinen Rebound geben 🤣
Bin noch 3 % im Minus.