That's cool - I'd imagine 'invested in a mining concern' is rare on the spectrum of HNers' resumes. May I ask how did you come to be confident enough to risk capital on something that's not typically within the average tech person's familiarity space? Asking b/c I would like to be able to develop such confidence if I could credibly (even just to myself) do so.
A key aspect is being able to read the geology of the ore body. That is still more of an art than a science. If you are a nerd, it is actually super-interesting. Not too hard to pick up if you have the interest. It isn’t for the casual investor though. In the US there is a regulatory thicket you have to get through to develop it, and it often isn’t cheap, which factors into the value of the minerals.
I built a small catalog of ore deposits primarily by hiking deep into areas of the US mountain west that no one has gone into, albeit not for the purposes of prospecting. There is still quite a bit out there. Mostly gold-copper ores in my case.
Problem is, once it's a trend you may be too late.
In saying that, a lot of the stocks I purchased over a year ago peaked about 3/4 months ago but have had massive sell-offs since. Still trading above what I paid so I'm considering doubling down on some as the timeframes to production are still years out.
My foray into rare earths, critical minerals and some defense stocks was initially as a hedge against Trump starting a trade war with China, the increasing risk of military confrontation and the rearming of Europe. All three concerns have occurred to some degree, but it's a long game and actually took a lot longer to play out than I had expected in some cases.
And I get your lack of confidence, I did miss some quick opportunities that I felt were there but I wasn't confident at the time.
The only way to really gain confidence is do your research; read the presentations of each company, particularly their JORC-compliant estimates, time frames to production, how far along the funding path they are, etc.
Use your preferred LLM for deep dives. Whatever you're question, just ask and you'll be surprised at what you learn. For example asking for a cost/effort comparison of the metallurgic processes required for each type of rare earth host material really helped me understand what they were doing, and how each company differed in their approach.
If you like learning random things on Hacker News, deep diving into any technology or industry will not be an issue.
>When they turned LIGO on i wanted to see warp drives whipping around. But all we saw was distant black hole mergers; interesting but not exactly a star trek moment.
• The LIGO methodology is to look for hyper-specified patterns in voluminous reams of apparent 'noise'. It wouldn't be unfair to call it an extensively aggravated search for what one is looking for. That's okay, so long as they provide the stats to back up the non-noisiness of what they turn up. (I'm not a stats person and can't debate that, and. I trust their caliber enough that I don't feel the need to). But to your point, if there are other signatures lurking in LIGO data _that they don't know already how to look for_, then there is no reason why a paper would have gotten produced describing it since the first GW detection in 2015.
• Now, take this for what it's worth in terms of fragmentary information relaying - But at the first Sol Symposium in 2023 at Stanford, I can tell you that in podium-level banter between talks (perhaps it was Q&A and the like IIRC) it was asserted that the LIGO consortium was not allowing studies (read: not allowing access to its data) where the investigator's intension was related to UFO / UAP phenomena (like, extrapolating here, looking for signatures correlated with external reports of UAP sightings). If that claim was borne out, than perhaps the LIGO consortium is just doing preemptive reputation protection in not allowing such studies to kick off with its name associated with it. (One could attempt to follow up with astronomer Beatriz Villaroel for a lead on who said that or if there's substance to that research policy claim)
But my point is, between these two bullet points, you are afforded a complete 'empty set' - and decidedly not a 'negative result' - on whether or not LIGO has detected signatures of a 'warp drive' or other some such non-prosaic phenomenon.
If LIGO can detect mergers at billions of lightyears, i doubt they could ignore the "sound" of the NCC-1701 passing through our solar system. Proper access or not, there are enough scifi geeks with access to LIGO data that someone would get the word out.
Again, raw LIGO data is sheer noise. They have to interrogate the dataset with their hypothesized candidate signal signature, natural or otherwise, and see if it ‘responds’ with a hit. In the case of black hole mergers, they had an idea - a candidate model - of what to look for. In the case of a warp drive, could they even guess a signature to interrogate the dataset with?
And to the extent that the -1701 patrolling Mars-Venus might manage to ‘stick out like a sore thumb’, what about the relative blip of a Sh'Raan class embarking on some fresh surveying out of 40 Eridani A?
Since you've undertaken the effort of distinguishing, please elucidate the difference in your own understanding of it, (and not whose brand or publication name is validating the terminology) in more detail.
* Also, not related to Oral Histories, but could CHM update their historical narrative to include the Vannevar Bush-designed computers that the NSA's predecessor OP-20-g used? https://www.governmentattic.org/8docs/NSA-WasntAllMagic_2002.... ; In so doing, I feel CHM needs to further neutralized its Silicon Valley centered-ness. Fred Terman may be the godfather of Silicon Valley, but even godfathers once needed thesis advisors, and his had the initials 'VB'.
I'm a fan of CHM. That said there collections have (understandably) a rather Silicon-Valley-legacy-centric view of, erm, computer history. You'll find little mention, for example, of these tantalizing early mentions of alternative computer architectures (with pictures!) in NSA's predecessor OP-20-G, as posed alongside the then-nascent von Neumann architecture (also covered).
Actually that link was helpful, thanks. The fact that CHM's early progenitor was called Digital Computer Museum in a 1979 out of Boston actually explains a lot. They were fundamentally distinguishing lineage from the likes of differentia analyzers, and (to a more muddled degree), from Rapid Selectors / Rapid Comparators.
I hope they've fixed the stability issues for Zotero's Google Docs plugin when citation count gets in excess of 100+. It's a special kind of terror when the bibliography breaks and fails tracking with superscripts in the text body. The resulting necessary 'save early, save often' behavior results in accumulating hundreds of manuscript versions till submission.
Because paywall I'm unable to open the paper, but do they ever specify the structure of the small molecule itself? In the associated non-paper materials (news pieces etc.) isn't identified beyond the name they gave it, PGDHi.
Getting vibes like a compsci paper that describes all about what an algo does but hides the sourcecode itself.
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