Passionate Gen X Zed Foodie, coffee lover, Tech geek, Austrian economics disciple, amateur photographer and history buff. Keen on learning other food cultures

Joined April 2022
I draw your attention to SI No. 68 of 2025 which comes in effect on 1st January 2026. This will force mines to buy from local manufacturers. Mines will have to reserve at least 20% of their annual procurement budget for Zambian owned companies. Last year cabinet approved the establishment of Zambia Minerals Investment Corporation (ZMIC) which will allow GRZ to trade minerals directly. Unlike the old model (ZCCM-IH) where GRZ got a dividend when mines declared a profit, ZMIC will take a percentage of the physical copper produced by all the mines and sell it on the open market. ZMIC is tasked with entering into joint ventures specifically focused on value addition. ZMIC will also have the right to acquire substantial stakes (up to 30%) in new mining projects. Zambia, DRC and USA also signed an MOU to create a regional value chain for EV batteries in 2022. This was followed by the Transboundary Battery and Electric Vehicle Special Economic Zone agreement in 2023. A pre-feasibility study carried in 2023 confirmed that the project is technically and financially viable. It found that manufacturing battery precursors in Zambia and DRC would be significantly cheaper than in the US or China. This project is supported by Afreximbank, the United Nations Economic Commission for Africa (UNECA), and the US government Things are happening, but we all seem to be preoccupied with politics to notice all of this. Any one interested in learning more about the Transboundary Battery and Electric Vehicle Special Economic Zone can follow the links below uneca.org/stories/eca-and-af…. uneca.org/stories/zambia-and….
This Post is from an account that no longer exists. Learn more
17
25
3
130
12,959
Replying to @noel_milimo
I use a number of tools, Wolfram Alpha for the calculations, P5.js, D3.js for data & infographics, Obsidian for document analysis via Claude Fable 5.1 and Elevenlabs to turn my scripts into voice narration, then I have a python script that puts everything together
1
1
2
48
Unfortunately, the majority of retail investors do not understand that a good company and a good price are different questions..
Thinking of buying the Amalgamated Brands IPO? Read this first. AB is a good-looking company. But a good company and a good price are two different questions. I went through the prospectus and ran the numbers. Here’s what stood out. 👇 View article
1
380
Never..because it doesn't make sense when I can buy a brand new just for few thousand dollars more
1
15
Replying to @IanECox
If this ends the war, it should be a welcome move. Enough of the death and destruction
1
53
Replying to @Mafipe
Looking forward to the interaction
3
211
My aim is to help ordinary retail investors like my elderly parents understand what they are investing in. I'll share whatever I learn
1
5
178
Replying to @Mafipe
Thank you for taking the time to response. I would genuinely like to hear about the journey behind the first property and what you feel I missed in my review. I’m happy to correct anything that I got wrong.
1
1
6
473
Replying to @DutchessMa4475
No worries, I hope it was of some use
3
257
Here is my view of One Square K. I used a number of tools to create this. The most important being an Analysis Skill that I created. A skill is basically an MD (Markdown) file that contains precise instructions on how a task should be performed based on Warren Buffet's investemnt style. My md file has 16 stages and part of stage 1 is below. I then used Obsidian to ingest the prospectus and apply the rules in my skills md file Stage 1 — Understand the business Before any numbers, answer: What does this company actually sell or do, and to whom? How does it make money? (revenue model in one paragraph) Who are its main competitors? What would have to be true in 10 years for this business to still exist and be profitable? If you cannot answer these questions confidently from the available information, say so plainly. Buffett's rule: "Risk comes from not knowing what you're doing." It is better to say "I don't have enough information to evaluate this business" than to hallucinate. The first version is about 7 min 30 sec or you can play the second version that is almost 3 min Remember, these are just my opinions and not investment advice
Thank you for sharing the link. I spend the next couple of hours of this evening and the better part of tomorrow going through this 145 page prospectus and I'll share my thoughts. Just so we are clear, I am not a qualified investment advisor...I just share my opinions.
9
8
1
63
3,865
Agreed, I was considering the Shark as a daily drive. Only makes sense if you buy to hold and never sell
1
2
69
Replying to @siphophiri
Bally, if you have time, you should read this book. In it Brzezinski identifies Ukraine as the ultimate geopolitical pivot. He argues that "without Ukraine, Russia ceases to be a Eurasian empire." Brzezinski was the National Security Advisor to Jimmy Carter. What is happening in Ukraine is right out of this book
1
91
Replying to @selfstyledking
Earlier this year, I was looking at the BYD Shark..not any more. I think, I'll give EVs a pass for the next couple of years. For me, it doesn't make sense to buy such a depreciating asset.
3
3
235
Replying to @selfstyledking
Same situation in Australia young blood. Here, Evs in general lose 25% of their value in the first year!!
1
1
3
1,180
House of Saud is basically begging the Iranians to rein in Ansarullah. Present at the meeting were Saudi Defense Minister, Khalid bin Salman Pakistani Field Marshal, Asim Munir Turkish intel chief, Ibrahim Kalin Iranian President, Pezeshkian Secretary of Iran’s Supreme National Security Council, Mohsen Rezaee. I hope, they'll be able to strike a deal...less conflict, more cooperation
416
Thank you for sharing the link. I spend the next couple of hours of this evening and the better part of tomorrow going through this 145 page prospectus and I'll share my thoughts. Just so we are clear, I am not a qualified investment advisor...I just share my opinions.
1
5
1
40
4,803
Replying to @IsaacKanyuka1
Thanks for the link. I don't understand why this document is not available on the company's website
2
1
573
Replying to @chischans @Mafipe
The point being, potential investors shouldn't have to chase documents that explain what they are being asked to buy.
1
6
337
Replying to @IanECox
Ian, what the hell is going on? Nicki Minaj on Air Force One with Steven Cheung!!!
1
1
191
My parents asked me to have a look at this IPO, so I visited the company's website to check out the prospectus...apparently, it's coming "soon". If any of you are applying for this offer, what are you basing your decision on considering the prospectus hasn't been published?
The LUSE BELL RINGS @OneSquareK1 Opens its IPO offer today, signaling its coming to list on the Lusaka Securities Exchange Plc. The window for investing has been opened. Be part of history for this “once in a lifetime” occasion. @LuSE_Plc #FinancialInsight #Get2Know
2
3
48
3,888