Jimmy Z

@JimmyZ51174789

DYL, BMN, BOE, PDN

Brisbane/fraser island Aust
Joined October 2018

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  1. Retweeted
    5 hours ago
    Replying to

    Exactly, nuclear-red, solar-yellow. Solar looks big, but the previous graph shows each source's capacity. It looks totally different when you focus on electricity generation.

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  2. Retweeted
    7 hours ago

    Congratulations Marcelo on your very first L2 Capital Podcast!🍾 I thoroughly enjoyed discussion & was buoyed by fresh ideas Rick Rule had to share. 📻 Highly recommended for following & sectors. Bravo! 👏🏼

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  3. Retweeted
    9 hours ago

    India to bring 21 more reactors online by 2031 - World Nuclear News

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  4. Retweeted
    9 hours ago
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  5. Retweeted
    12 hours ago

    Late night shopping in Adelaide, SA :) Huge import in addition to gas :)

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  6. Retweeted

    FACT - Germanys 100+ GW of installed & produces wait for it ... ONLY 3 GW 😂

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  7. Retweeted
    15 hours ago

    L2 Capital Podcast: In this first episode, Marcelo had the pleasure to talk to legendary investor about , the coming bull market for the and the impact of China and Russia in the space

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  8. Retweeted
    15 hours ago
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  9. Retweeted
    Replying to

    There's no "intercontinental grid" jezzus, an intercontinental grid, that is INSANE. There are however 18 nuclear reactors in Ontario producing ~14GWe or enough power for about 14 million people at 12g of CO2 per kWh (less than IPCC goal of 50g CO2 per kWh). BTW, pop Canada 37M

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  10. Retweeted
    20 hours ago

    How the solar system actually travels through the galaxy.

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  11. Retweeted
    Jan 4

    Allow me to correct your 'opinion' with the facts. Nowhere in the exclusion zone has high b/ground levels or in any way unsafe. You can check them live on the internet if you wish. There was zero health reason to move ppl away. It harmed them. Not radiation.

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  12. Retweeted
    Jan 3

    When it comes to builders of nuclear systems there are two camps: The "West" and “East” (Korea and China). Average build for the East block is a constant 5y, which means on time and on budget.

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  13. Retweeted
    Jan 3
    Replying to

    Do not forget that this massive amount of wind and solar projects require transmission. This cost is going to be big. And it's currently poorly planned! Expensive to connect lots of little remote RE generators.

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  14. Retweeted
    Jan 3

    It stands out that 7/10 top ten countries have zero emission nuclear generators. It is hard to see how it would be possible to achieve such results without nuclear and hydro.

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  15. Retweeted
    Jan 3

    The future will be nuclear. But thanks to Greenpeace and others it will be Chinese, Russian nuclear. Keep up the good work, western NGOs! 😠

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  16. Retweeted
    Jan 3
    Replying to

    Marcelo this could help for your talk on miner Paladin. Est. by Investment Bank Moelis, NPAT $184m, 10.7c EPS @ mine restart, puts it on very low Price/Earnings (P/E) x1.6. At P/E mutiple of x12 is $1.29 valuation. Todays price $0.16. Fyi

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  17. Retweeted
    Jan 2

    Tasmanian wind farm has killed 29 wedge tailed eagles in 2017/18 The adult population of wedge-tailed eagles in Tasmania is estimated at less than 1000. via

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  18. Retweeted
    Jan 3

    in US/Canada were playing Defense 🏒 today against -660pt Dow whirlwind 🌪️closing higher, lower & unchanged ↕️ as Spot remains near 2-3/4 year high.🌞 Sentiment: -0.4% -1% +0.5% ⚛️ Here's how popular stocks closed today: ✍🏼

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  19. Retweeted
    Jan 3

    Amazing advances in technology are improving how visualize the modern . Brings a new meaning to “owning the night.”

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  20. Retweeted
    Jan 3

    Spot 2875/2900 USc/Lb (Chg +12c, +0.42%)

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