Long term bag holder, first time poster.
With introductions out of the way I would like to gain the collective insights of you degenerates for BCI Minerals. I’ve been having a look at this one for the last week, and am considering dropping $5K on it on Monday, so I’m looking for a reason not to spend my wife’s boyfriends pocket money.
On the surface (no pun intended) this appears to be a solid mid- to long- term buy with a $200M market cap, and forecast annual EBITDA of $200Mpa - once sales start in 2024 - on a 100-year project.
Salt and potash doesn’t seem overly sexy, but they are suggesting they have an assessable market, with 5-years of MOUs in place for 65% of product, and 3-years for 100%.
The Capex of $780M seems about right, the construction is largely civil and using cut and fill (cheap), location is perfect and will only improve with climate change (the hotter the better; save for a few cyclones), and a renewable source of product. Cash flow forecast suggests clear profit from 2030, which again seems accurate, and with a 100-year life would provide good capital growth and potential future dividends.
Board of directors seems heavy, highly educated, well connected, and risk adverse (accountants). This is both a positive and negative for me.
Currently trading at 0.31, and doesn’t seem to do much from there (stable, and understandable given current status). Trades at a multiplier to p/e of 17, which is in the ball park (high, but not over valued). Potential future share price of around $3 using the same metric to profits. Also, currently has royalty earnings from iron ore plays - nice to have, but low risk.
Risks I see are, funding through debt is suggested, but not secured; they may look to do a cap raise as well if the funding numbers fall short of cap ex. Approvals are not secured, but are largely progressed to completion, and they are operating in area with established salt pans. Market demand for salt evaporates (pun intended) then you just have a useless pan.
Hit me guys and girls, tell me I’m an absolute fucktard and should instead put my $5K into Z1P.
(On mobile so apologies for formatting)
Hello everyone!
Friendly mush lover here to share the good word!
That word today is EVAPORATION.
As you should know, evaporation is the process of turning liquid, into vapor.
In this hobby, evaporation is both your friend and your enemy. On the one hand it helps form hyphel knots, and our little mushroom buddies.
But on the other hand it slowly wicks the water from your cake, which means less water for your mycelium to create mushrooms. There is a reason that dried mushrooms are 10% the weight of fresh. All that water gets dehydrated out. A 30g wet mushroom will end up being 2.5-3g dry.
That water comes from your cake. Too little water, too little mushrooms. Goes hand in hand, if you follow.
So...how does Evaporation work, and how does humidity fit in?
So, Humidity is the volume of water that is in the air. There is an absolute amount of water that air can contain at each temperature. We know this as the RH%.
99.9% RH means that the air can no longer hold any more water at that temperature. Lowering the temperature means it can't hold as much water, and you get DEW. That's right, the little water droplets on grass in the morning. It's from water vapor in the air forming back into water because the air can no longer hold it as the temps dropped over night.
The process is the same in reverse. Raising the temperature means the air can hold even more water.
So, at last we reach the real meat of the post...how does this affect growing mushrooms.
It actually affects every single part of it!
If your temperature is wildly inconsistent, your humidity is always changing, shifting it's dew point. This leads to inconsistent water levels inside your cake.
If your humidity is low, and you have alot of air exchange, you are losing water to the atmosphere CONSTANTLY.
Take a look at this gallery: http://imgur.com/a/QI8APlN
Picture 1: In this picture I show a calculator you can use yourself to determine the information you need for the calculator in the 3rd and 4th picture. On the left side, you can see I have set the known parameter to RH, and set it to 99.9(the max air can ever hold), and the temps at 78°f. The dew point would be at 77.97°f because the air has so much moisture in it. Pressure is set to 1atm as that is the normal pressure of the air on earth.
Picture 2: Same calculator, but I have instead mirrored my own set ups parameters. 78°, 91% RH. As you can see, on the right side, the Dew point has dropped to 75.15°. This means that so long as my ow
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Flexible Solutions International [$FSI] makes environmentally friendly chemicals that prevent evaporatoration of water by making a one molecule thick layer on the surface that prevents water from being evaporated. This company could be a underrated climate play in my opinion.
The company makes 3 consumer facing products from Thermal Polyaspartates that work similarly; one being powdered(Watersavr), one being liquid (Heatsavr), and Ecosavr, a floating fish that releases Heatsavr over the course of a month. These products can reduce daily evaporation by up to 54% and monthly evaporation rates by up to 37%. They are food safe and biodegradable.
These are mostly targeted towards pool owners, in that evaporation not only results in lost water, it reduces the heat of the pool in the same mechanism that sweat evaporation cools us off. By their estimates 75% of pool energy use comes from heating the pool to it's desired temperature. The company has received reports from customers stating they saved between $2,400 and $6,000 per year in water costs.
But it can also be used for our ever so critical, and worryingly decreasing potable water supply.This technology can be used to reduce evaporation in reservoirs, potable water storage tanks, livestock watering ponds, canals and irrigation ditches, and pretty much anywhere there's non turbulent water. As water gets more scarce it's not a stretch to assume people will be willing to pay more and more to keep their supply of it. Especially in instances that require something biodegradable and/or transparent, unlike shade balls.
However pools aren't the only place where TPAs are used
- Fertilizer used for farming has a tendency to crystalize, making it unable to be absorbed by plants. But TPAs reduce crystalization before, during, and after application. This means that less fertilizer can be used, or the same amount will yeild significantly better results.
*TPA is a biodegradable alternative polyacrylates in cleaning products. In a cleaning product formulation, TPA prevents the re-deposition of dirt onto the surfaces to be cleaned allowing dirt to be rinsed away
Bear cases:
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The company is fairly reliant on the oil industry, and if the company does not pivot well as oil production decreases it could be bad for the company.
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By their own admission, their current president and CEO is the only person at the company who has the skills to run it effectively. At the end of last year they had 42 employees, and eve
Please share your experience regarding water loss through evaporation in indoor systems. TIA.
I know there are a lot of variables here but assuming an average sized room, as many glasses of water as you could fit on the floor and a temperature of a very hot day (100°F / 37.78°C).
I don’t have a lid on my tank so the water evaporates in between water changes. The lines at the top drive me crazy. I’ve tried using just tank water and a toothbrush but it won’t come off. Any tricks?
Hi I have some problem on my server. When I place water in the end water evaporate. Can some1 help me what plugin is causing it? I think it's essentials but I cant find it
I am learning about A/B extraction using Psychotria viridis. I gather this test is to ensure all naptha has successfully evaporated?
How exactly does this test work? Thank you from an extreme novice
I have a bottle of Tauer’s Phi Une Rose de Kandahar and absolutely love the scent. However, I rarely wear it and have sprayed it maybe 10-15 times (it’s powerful). This afternoon, I took it out of its original box and tin and to my surprise, the liquid inside looked fairly low for its use. Almost a quarter gone. Is it possible for fragrances to slowly evaporate out of the bottle somehow, or am I just losing my mind? I keep the cap on, in its original packaging, in a closet drawer. Bottle isn’t damaged and think I’d smell this thing leak. Appreciate any insights!
So I just had my vinyl liner replaced. After the initial fill, there was a pretty bad leak. The water would drop about 2" a day.
Contractor said when he replaced the lights, there was epoxy on the conduit. Said he didn't touch it other than to put a fresh coat over the top, but said maybe he jostled it loose by mistake.
After he opened them up he noticed that the actual light niche was partially corroded so he sealed up the corroded part with silicone.
So I've filled the pool back up past the lights again, and in 24 hours I've still noticed a slight, almost unnoticeable drop in water level.
Estimating about a quarter inch, but it's hard to tell. I can see the dirt line from where the water was yesterday, but it's a little windy today and the water line is bobbing up and down, still occasionally gets to the same level I measured it at yesterday.
So that being said, obviously something has improved as it's not dropping near as much as before, but I'm a little nervous that their may still be a leak. I didn't have this problem, or at least didn't notice it, until the liner had been replaced.
I guess what I'm asking is, at a quarter inch loss in 24 hours, should I still be worried about a potential leak, or is that normal?
Edit:
I read about the bucket test; but I don't have steps in my pool. Just ladders.
Scene where Caleb helps himself to milk and Hanna tells him not to take all of it or else Ashley would notice. Every time I watch it, i HATE how smug Caleb acts.
Like, bruh, somebody is offering you free room and board at least TRY to be a good guest?
In fact, his attitude the entire time he was staying at Hanna's house rubs me the wrong way. "You mean, this is one of those bed and breakfast places?" UGH. Why can't he just say "Thank you" and shut up?
I get that it's integral to the plot and Haleb development, and he definitely improves later on as a person, but it still annoys me.
I am struggling to find an equation for evaporation that takes into account humidity, air temperature, water temperature, atmospheric pressure, and air speed. I have seen the one from https://www.engineeringtoolbox.com/evaporation-water-surface-d_690.html however this one does not take into account the temperature of the water.
Because of this, I am struggling to figure out how much water is evaporating every hour from a certain area.
