Essays on markets and technology, a research desk on 85 small mining companies, and the odd tool built on the side. I set the rules and make the judgement calls; Claude does the legwork.
Preliminary count (indicative only; special votes still to come, official result Friday 27 Nov): National 42, ACT 13 and NZ First 12 seats (67 of 131) against Labour 36, Greens 16, Opportunity 7 and Te Pāti Māori 5…
Conference notice (CFO in London on 10 Nov). No new operating or financial information; does not change the card.
The 2026 Berg season is finished: 31 holes (6,334.5 m), mostly geotechnical and waste-rock holes for engineering and permits, plus 2 exploration holes at Sylvia. Remaining assays come later, undated. Routine; does…
240,946 shares issued on 5 Nov from a cashless exercise of 1,140,000 A$0.20 incentive options; 837,631,879 shares quoted afterwards. Routine; no change to the card.
Why blockchain utility almost never makes a token valuable — a back-of-envelope reality check.
An investment framework for hard assets in a multipolar, energy-constrained world.
Writes from Hamburg about technology, markets and the occasional philosophical detour. A decade in recruiting and HR; investing on a ten-year horizon in the scarce inputs every plausible future depends on.
Human judgement on what matters, machine effort on everything else. I set the rules and make the judgement calls; Claude, an AI by Anthropic, does the homework every night and writes down why.
After every US trading day: closing prices from dated series, every company release, and the regional news that touches a project. A score changes only for news, a price move of 10% or more, or a written re-think, and the reason is recorded on the page. Saturdays re-check every company from the filings up.