Ed Hugo retweeted
Huge congratulations to #Kernow Asset Management on an absolutely stellar 3 years of growth & performance📈
Thank you for kind invitation to what was the fantastic event of your Three Year Anniversary celebrations🙌at #London's historic @TheQueensClub 🎾
linkedin.com/posts/kernow-as…
Ed Hugo retweeted
An excellent & insightful @HedgeFJournal article #Kernow: Contrarian Alpha from UK #Equities, Hidden quality longs and forensic accounting shorts. thehedgefundjournal.com/kern… #HedgeFund #ESG #Investing #Trading
Potential political and social unrest issues. Last time this happened there were onion-laden lorries being hijacked! #India #onions
Soaring Indian onion prices raise risk of political fallout ft.com/content/958e86c8-0627… via @financialtimes
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Ed Hugo retweeted
Fantastic roadshow in Beijing and Shanghai with @MiningIndaba - over 150 investors attending
.@GoodEnergy launches EV charging offering for businesses. One of the often-overlooked consequences of the rise of the EV will be the opportunity for hotels, pubs and restaurants, due to ‘refuelling stations’ being able to be sited at many more locations
#EVs #ElectricVehicles
Chinese EV shakeout starting as subsidies are dialled back…
#EVs #China #ElectricVehicles ft.com/content/adeb6c18-ee53…
Clean energy outpaces fossil fuel in UK for first time ft.com/content/e685dec6-ec16… via @financialtimes
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As many have found already, building an operation in China can be challenging & you often need to go through several local partners before finding success. I disagree with the last quote - for some, it is better to stick with the export model for now #pork
asia.nikkei.com/Business/Foo…
Ed Hugo retweeted
Fall of China’s biggest rubber trader unsettles global market ft.com/content/50b6a9c4-e5dc… via @financialtimes
Quite the price move in China over the last few months! Its commerce ministry said yesterday that it would seek to boost imports further as a result of ASF. How much support will this provide to UK/EU prices as we head towards winter? #pigs #AfricanSwineFever #pork #China #Europe
Just let them take over already. Can't do any worse than our lot.
Atlas the humanoid robot shows off a new and improved gymnastics routine tcrn.ch/2kMIbJa by @etherington
Quite remarkable UK third round CfD results. 6GW of new offshore wind capacity to be developed for a strike price as low as £39.65/MWh (2012 prices). Obviously electricity prices may change before 2025, but these could essentially be seen as subsidy-free #CfD #offshorewind
SSE reaches agreement to sell its retail division to @OVOEnergy for an EV of £500m. Following on from the @octopus_energy deal with @CoopEnergy, the "challengers" are now making a big impact on the UK retail energy market. #energy #utilities #EnergyTransition #UK
Ed Hugo retweeted
Australia’s sheep flock falls to 100-year lows as drought bites on.ft.com/2ULE1yM
China approves export licences for 25 Brazilian meatpacking plants as it looks to secure pork supply in light of African Swine Fever decimating domestic production. Perhaps we will see the approval process speeding up in Europe as well? #Brazil #China reut.rs/2ZNNhIp
African swine fever reaches the Philippines. The country has a pig herd of around c.13 million. After spreading throughout all provinces in China and Vietnam, the next few months are grimly predictable for the country.
#AfricanSwineFever #hogs #pigs #pork
reut.rs/318LIRV
Ed Hugo retweeted
This is a big deal. I have it on good authority that this is a game-changer for Tesla and EVs in general. When you combine that with Tesla moving to manufacture its own cells, things are getting exciting $TSLA $TSLAQ electrek.co/2019/09/07/tesla…
Ed Hugo retweeted
We estimate that more than a quarter of the world's hogs have now been lost to African Swine Fever, with the bulk of those in China, where market hog prices have doubled over the past year. Piglet prices are up 95% due to lost breeding animals. #oatt
