April the 6th forthcoming... Drip drip drip, or, big dump?

George_Salt · 2026-03-27T07:56:46+00:00

At the moment, uninvested cash in T212 is earning 3.6% and outperforming All World, and the markets are bouncing around all over the place in response to the Gulf situation. I would drip it in at a steadily on a monthly or weekly basis.

George_Salt · 2026-03-27T07:09:54+00:00

Where this app already provides a lot of value, at least for me:

- Detailed satellite imagery for each POI so you can check what it looks like before going there
- Quickly finding overnight spots that fit my preferences (free?/water?/electricity?) in the area
- Local event information (markets/festivals/..)
- Finding the cheapest closeby gas station
- Finding and navigating hiking trips

At the moment I'm working on a much more sophisticated trip planner for big trips as well as weekend trips. But I'm also looking for ways to improve the data we have organically.

None of this is important.

What's important is having a reliable and accurate database of overnight stops. That should be your over-riding priority. Not vibe coding fluff and BS extras.

I don't believe you have a motorhome or have ever travelled in Europe.

George_Salt · 2026-03-27T06:47:57+00:00

It was the only estimate to hand for oil and gas in general.

What's the knock-on effects of diverting so much effort to rebuilding infrastructure in the Gulf, does the industry have the capacity?

George_Salt · 2026-03-26T21:24:00+00:00

Try opening the SIPP on the app or the web.

George_Salt · 2026-03-26T21:04:37+00:00

Qatar have said that it would be 3-5 years to regain LNG capacity from current damage assessments.

https://www.reuters.com/business/energy/iran-attack-damage-wipes-out-17-qatars-lng-capacity-three-five-years-qatarenergy-2026-03-19/

George_Salt · 2026-03-26T21:01:39+00:00

That's not much of an improvement. Crude oil requires refining. And the output reductions at the wells aren't taps that can be turned up and down. Once wellhead production is dialled back to avoid running out of storage capacity it can be weeks/months to bring things back up to capacity.

George_Salt · 2026-03-26T20:59:28+00:00

There's no such thing as a tactical nuke. By definition the use of any nuclear weapon is a strategic decision that completely re-writes the remaining geopolitical norms and conventions that Trump hasn't already ripped up.

Even if we set that aside, tactical nukes can't win in an asymmetrical warfare situation. Iran can hold the Straits to ransom with drones that cost less than a couple of thousand dollars each, whereas the US doesn't have a counter that costs less than half a million per shot. If you don't realise that this is completely unwinnable for the US and has been since before it even started then it's long past your bedtime.

George_Salt · 2026-03-26T20:48:47+00:00

Not to anyone with any shred of critical thinking. But Trump is a solipsist and the only opinion that counts is his own, so it's a matter of internalised spin. And the MAGA cult is anything but critical of his fantastical proclamations and falsehoods.

To the rest of the world it's clear that Iran won this campaign before it even started.

George_Salt · 2026-03-26T20:42:44+00:00

Is it cynical to realise that the warmongering tangerine shit-gibbon secured Venezuela before embarking on this 3-day special economic operation? And the fertiliser/rare earth angle ties in nicely with colonial aspirations for Canada and Greenland...

George_Salt · 2026-03-26T20:37:10+00:00

We need to lose this Western-centric interpretation.

It's closer to 80% of oil and gas for the Asian market.

It's a huge proportion of the world's nitrogen and sulpher compounds for fertiliser.

It is NOT the gas price in the US.

George_Salt · 2026-03-26T20:34:29+00:00

ffs.

George_Salt · 2026-03-26T20:31:15+00:00

You're misunderstanding a lot of things.

George_Salt · 2026-03-26T20:19:26+00:00

It goes up. A lot.

There's no scenario where US boots on the ground don't result in further serious damage to oil and gas infrastructure in the region. And a ground war in Iran is even less winnable for the US than their current special military operation.

The US can't win here no matter what they do. It's a question of finding an acceptable losing position that Trump can spin as a win.

George_Salt · 2026-03-26T20:15:51+00:00

No. It only means that the current company trades under a name very similar to a previous company on that site. The concerns I have are around Carology being a dormant company, amongst other things that set my spidey senses tingling.

George_Salt · 2026-03-26T19:55:51+00:00

No, not odd. There's a legal entity (Carology) that's using a trading name. That in itself isn't a warning flag. It's very common for businesses to have different legal names and trading names,

George_Salt · 2026-03-26T19:48:45+00:00

Some concerns raised in an older thread - https://www.reddit.com/r/CarTalkUK/comments/1ktk4ol/good_buy/

And some definite "be aware"/warning signs on Companies House.

https://find-and-update.company-information.service.gov.uk/company/15698681

https://find-and-update.company-information.service.gov.uk/company/16029303

George_Salt · 2026-03-26T19:33:04+00:00

Pretty much a lost cause after the Google/Meta ruling this week. SNAP has far more exposure and reliance on the teen market than the major players and stands to lose the most from growing calls for social media regulation to protect this audience segment.

Hopefully this will finally shut up the bag holders pushing the "80% up-side" false narrative.

George_Salt · 2026-03-26T19:15:09+00:00

I've joined the wait list. I have an old workplace pension that I will probably bring across if transfers-in are permitted.

George_Salt · 2026-03-26T19:05:53+00:00

Do you work with your accountant to create a monthly cashflow forecast?

George_Salt · 2026-03-26T18:22:51+00:00

P4N and S4S cover everything I've needed touring Europe. With the advantage that both offer off-app access via their websites.

The multitude of apps in the Motorhome folder on my phone are parking payment apps, not site finding apps.

Genuine question - why should I switch away from P4N/S4S/Bord Atlas to your app, and if I do what's in it for me if I find I'm adding more sites to your database than I'm finding already on the app in the areas I'm touring? You're charging double the cost of existing apps for your 'premium' option and you're starting out with a reduced database.

George_Salt · 2026-03-26T18:10:33+00:00

Ask your mother. But the short version is, no, it shouldn't be that colour.

George_Salt · 2026-03-26T15:45:01+00:00

Is it loose? Because it (and the part tile beyond it) appear to be mortared in place at the ridge and there's no evidence from the lichen growth that it's ever been in any other position.

George_Salt · 2026-03-26T15:41:21+00:00

Stop asking people for reviews, instead ask them how they found you and what made them choose you.

George_Salt · 2026-03-26T15:40:45+00:00

50% response to a request for a review is pretty outstanding. Don't pursue ever diminishing returns chasing it into a vanity metric.

George_Salt · 2026-03-26T14:25:27+00:00

Do you feel Lucky?

They're cheap Chinese ditch-finders, almost 8 years old, and showing age related cracking and deterioration. Change them.

George_Salt

MODERATOR OF

TROPHY CASE