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cashinmattress

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Everything posted by cashinmattress

  1. That is an ongoing problem. This is a big focus in what i work on... truth is nobody has an answer for lifecycle costs. There are to many stochastic variables to make a sound judgement... wind, waves, scour, erosion, corrosion, seabed stability, labour, transport, spares, warehousing, availability, reliability, market rates, political environment, insurance, ownership... to name a few. We can goalpost it with statistics and probability... but for an asset manager you need to estimate on worst or near worst case... and those numbers are quite high for what is supposed to be a low cost system. Wind.... offshore wind... its a real wild west in engineering terms. The easy and sexy bit is the desktop to installation phase. The most important and ugly bit is keeping them producing through lifecycle to decommissioning.. and being profitable. If there are any problems with tariffs, strike point coming from UK.gov the whole industry could collapse. Look into Spain's solar crash around the '08 recession.
  2. Labour will never lead as long as they have grandpa fud....aka Corbyn at the helm.
  3. Man oh man... what are you like? Your posts carry risk to folks sanity on a public forum.
  4. They will impose a duty on electricity used to charge batteries, create a framework for charging station asset holders to pass a maintenance tariff onto ev car owners... for starters. The taxman is good at cooking up schemes to get your money. EV cars are currently in a bit of the wild west legislatively speaking.
  5. Yes its cool. I'm working in this field. Its not without its problems, but towing them to safe(er) waters for maintenance removes the headaches associated with fixed offshore units. Designing and building them cost effectively.. thats the brass ring we're all chasing. 1000's m of cables, mooring systems, subsea infrastructure, integrity & reliability of the systems, .. dealing with extreme weather events... all very interesting engineering problems attracting a lot of attention.
  6. First point...don't coast in neutral.. its dangerous and a false economy re:saving fuel. Second point. By design. How many milliseconds does it take for your brake pad to engage the rotor with sufficient friction? Would it be wise for them to travel more distance adding more milliseconds? Brake pads are cheap. Third point. Trains are very efficient. Hybrids and electrification will boost efficiency significantly...less fuel for starters, versus trying to squeeze fractions of a percent out of mechanical systems.
  7. Fair enough. Rather a necessary evil due to Britains choices for rail infrastructure dating back a lifetime ago. They will all become hybrids st some point... lots of big names seeking to upgrade this class of rolling stock.
  8. Are we classifying the area West of Shetland as the NE of Scotland now? Not really relevant. The Shetlands will be chuffed of course. However, the money is going elsewhere. North Sea will tick along but is not a good bet for all those but the disposable VC's and asset stripping brigade. https://www.thenational.ae/business/energy/north-sea-oil-to-lose-major-player-status-by-2035-report-warns-1.769086 Besides.. the new 'low-cost' economy for the basin can't really scale upwards now that they've rolled over... ergo... more 'efficiency' is required. And cash flow for most is dire. https://www.epmag.com/reinvented-north-sea-oil-gas-industry-looks-brighter-future-1716466#p=full And in these stories they dance around the DECOM elephant in the room very well.
  9. Put your money where your mouth is? (or fingers are) Even the site founder isn't going to put his neck out as he's been so spectacularly wrong on his 'predictions' based... on his sentiment.
  10. Whoa whoa cool your jets. What's your point? Batteries are a whole different ball of wax in terms of the response and turnaround times to make safe for emergency services.
  11. They certainly don't. Further it would take perhaps a half-generation to create the paradigm shift in British culture which would see people actually want to travel around by bicycle AND be fit enough to do so. The big one is altering the way communities operate. Far too many dead villages and towns where this is unworkable. Also far too many un-cycle friendly roads here. Sure, there are the nice ones, generally to nowhere, which you'll see the hobby cyclists buzzing about on weekends. Subsidy on any form personal motorised transport is balls... note I say personal... and note I say motorised... not public like bus, train, etc...
  12. Ach... that's some awful charting in a presentation. Information overload or baloney? Not much talk of decom in there. Nor the cash flow problems in the basin. Still lots on discount invoicing. Not good for 'big' and 'proper' firms to be operating as such.
  13. Fancy rent. It keeps 55+ with a roof over their heads. Meh. What would you lot rather see? Oldies cast out into the streets?
  14. Cars in the UK aren't the problem in terms of global warming. And heck yes they are marketed. I know some folk in the 'marketing' business and it is marketed very well after discussions with them on similar 'desirableness' for earth toned folk. Hipsters who object to everything and think they know better than everyone are indeed a market. Brew dog? 100% of EV cars are 100% reliant on the petro-chemical industry for it's manufacture, operation and service. Look at how militant some of the EV car owners are on this thread. They're almost reading line for line out of their marketing brochures from the dealers or wherever it is they get it from. Tell me that's organic... because it isn't, and to believe so you're a rube. ... Ever see an open pit mine... such as the many where the goodies that make up batteries? Know how much energy is consumed to get the goodies out of the soil, process, refine, produce, supply, transport and store this all requires? Bet nobody does. Further, look into the mess that is becoming of LIB 'recycling'. Just because it all happens half a world away in 3rd world nations doesn't mean it's a problem. So claiming they are 'cleaner' is a absolute false economy. EV cars are a first world luxury for folk with more money than sense. I drive old diesel cars that cost peanuts to run, peanuts to buy, any joe can fix and don't give a toss about scratches, dings, or the 'specs' of the fancy electric cars. I also have a motorcycle.
  15. That's it. Losses and gains are only realised on the closing transaction. Fact is the region has such a huge glut in property nobody can possibly quantify the future writedowns...if it ever actually rolls over the inventory to get a final-ish tally.. which many doubt will ever be able to happen. There's likely going to a whole lot of folk stuck in Aberdeen, at least on paper in title, well after the age of oil up there. We can see it now.. as more and more assets & infrastructure are being hoiked out of the basin by fancy cranes and/or left abandoned to rot.
  16. A lot of what you say is somewhat correct. EV's are being marketed well enough for the snowflakes and new millennia hipsters to have the industry not yet collapse. If it makes folk in suburban London feel good about themselves and live with incorrect notion that they are improving the world then that's some genius marketing.
  17. So the brain damage continues in this circejerk thread filled with a wee handfull of right bigots. Why don't the MODS move all this Brexit p1sh into its own sub-level, or are they too embroiled in the game? C'mon MODS... do some of us a favour...
  18. What 'straw' is that? Tell that to those that are losing jobs (BMW, Jaguar et al) and wages... even before Brexit happens. The rest of the car makers will follow suit... the government blinked first, so there you are. Brexit is bad for business as it stands in the UK and how it is (isn't) laid out on the table for public view. That is 100% correct. I don't think you actually understand the concept of a straw man fallacy to be fair. Most don't so you're not alone.
  19. Hmmm. Not sure about that... https://www.bcg.com/publications/2017/transportation-travel-tourism-2017-european-railway-performance-index.aspx https://www.statista.com/statistics/262743/20-countries-with-the-highest-quality-of-railroad-infrastructure/ https://www.goeuro.com/trains/high-speed https://www.theguardian.com/money/datablog/2017/jan/06/tracking-the-cost-uk-and-european-commuter-rail-fares-compared-in-data Unless your comparing it to Balkan states or something? Me thinks you are...
  20. How is it parasitic? People see this as a valid alternative to playing the stock market or pension. Even pumping up your stock portfolio is doing damage somewhere, despite how 'ethical' the prospectus says or doesn't say it is. Last time I checked it was perfectly legal, in fact encouraged by HM.gov Stop being a toxic fellow. Envy is an ugly trait if that's what you're basing this on.
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