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The shows on E3 (part one)

Jedi Fallen order, which looked pretty amazing, I saw several parts, a few questions did rise, but as this is merely a pre alpha part, I will wait until there is a final version. It did what it had to do, amazed gamers and as such Fallen Order succeeded 100%. A little additional caption is that the droid is the cutest Star Wars droid ever.

There was more Battlefield 5, FIFA and Madden 20 and Sims 4. Basically more of the same and for the fans of that type of game, that is good. With FIFA it came across as a lot of bla bla consistency bla bla technical improvement on one on one with keeper bla bla bla. OK, I am not a FIFA fan (no soccer fan either), what I took from the game that the claimed in game capture did look better than previous versions of FIFA. Graphically all these games looked top notch, there is no denying that.

Madden_Cover_SocialI will not touch it further was my initial setting; however that was before the Madden 20 presentation was given. There we see a lot more than just good graphics.

Abilities, X-Zone, The fact that a signature is linked to one quarterback is not just a game changer, it makes for choices to stage the gameplay you want and then you still need to be good enough to make that play. It will raise the game and to get such a surprise after 20 years of Madden is pretty impressive. So, ever as EA did not have a lot to offer, what they offered was up there.

Still, when we look at the overall part EA did not overwhelm, and with one actual new game (Fallen Order), it seems that there is not a lot to look forward to, in my case the absence of NHL20 is a little lame, but that is the nature of the game. With a presentation set around 6 titles where 4 are merely expansions or annual renewals gives us not a lot to work with. The presentation was too much of a ‘Yo Bro!‘ gig, which is a choice. Overall I will give that presentation a solid 70%.

Next will be Microsoft and after that Bethesda so this article will be updated on Tuesday.

 

 

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Games and more

Yes, the E3 is upon us, it is now mere hours away and anyone who is into gaming will be hyped to see what comes. It might be about their franchise, it might be about a maker, or it will be a little more generic. No matter how we slice it the next 4 days will be about that is likely to come, what will be hyped and let’s not forget the giveaways, free DLC codes and optionally the speculated hardware.

What makes the headline?

It is important to see the headline in this, and the headline is Google Stadia. We see several sources giving us information, yet the direct impact is there and it is less positive than one might gather. Let’s look at two quotes, first there is Techradar giving us: “A world in which all you ever have to do to start gaming is open up your browser, select a game and start playing – no lengthy download required. This could soon become a reality if Google’s cloud gaming service, Stadia, delivers on its promises – you’ll be able to go from opening a Chrome tab to playing a 4K, 60fps game, in five seconds, no installation required“, this seems awesome, yet I have been around long enough in this business to notice that when someone states ‘look left’ I also ‘look right’. So when I look to the right, I see PC Gamer giving us ‘Stadia 4K streaming will use up 1TB of data in 65 hours‘ and that is not a good thing. Now, we all accept that gaming takes power and resources, yet 4K gaming in a setting where in some countries that could set you back $1,000 per month is not something you want to consider. Here in Australia (no Google Stadia coming here for now), a person pays (when it is not unlimited) $10 per GB, so that adds up really fast in a non-unlimited contract stage, yet with unlimited there has been noise that above a certain usage the download speed gets throttled, so there could optionally be that risk to consider.

Before we start crying, there is the additional info given with “That works out to around 15.75GB per hour of 4K streaming, 9GB per hour of 1080p, or 4.5GB per hour at 720p“, when you have a 1TB contract, which is a lot, you get 65 hours, 110 hours, or 227 hours of gaming. So options 2 and three should be fine, it is a reality to face that 4K gaming is not immediately available for usage for all, and that is beside the setting whether you have a 4K TV or not.

Gizmodo

Gizmodo was a lot less positive (at https://www.gizmodo.com.au/2019/06/is-stadia-already-screwed/), and when we see: “We have an updated guidance here,” he said. “You actually need 10 Mbps to stream at least 720p, but actually, it could be higher depending on specific details of the kind of network situation or your game. And then to comfortably stream 4K—the best experience—we recommend 35Mbps.” It takes out all the wireless 4G players, they can pretty much forget about it and even in the lowest mode there will be issues, even if you are with a major Australian player like Optus, it is the direct impact of bandwidth and it is likely to remain an issue in the foreseeable future, yet only until you get 5G, at that point speed is no longer an issue, total usage might remain, but that is depending on the providers and no one has any clear information at present which makes sense for now.

The writer gives us: “as long as it’s streaming over a broken internet, it’s fucked” at the very end, which is only a truth for today, and even then it is still only a partial truth. Google has been playing the long game for enough time to know that anyone getting 5G will seriously consider Google Stadia, especially Online players in MMO games. It gets to be even better when you consider the Verge who has the list (at https://www.theverge.com/2019/6/6/18655380/google-stadia-games-list-cloud-streaming-service-e3-2019), It includes the newest games as well as other games like DOOM Eternal, Rage 2, The Elder Scrolls Online, Wolfenstein: Youngblood, Final Fantasy XV, Tomb Raider Definitive Edition, Rise of the Tomb Raider, Shadow of the Tomb Raider, NBA 2K, Borderlands 3, Mortal Kombat 11, Assassin’s Creed Odyssey, Just Dance, Tom Clancy’s Ghost Recon Breakpoint, Tom Clancy’s The Division 2, Trials Rising, and The Crew 2. I believe that to be a decent start of any service. There is a little too much uncertainty on pricing; one source gave me $10 per month for a pro license, which is not outlandish when you consider the game list. In addition Google Stadia has started its own game development studio, headed by Jade Raymond. A well-known producer who has earned her marks at both EA and Ubisoft.

In this regard, I believe it might be seen as a rocky start, but not a fatal one, in the long run Google is now set up to remain a force to be reckoned with. I also disagree with the view that Forbes has. Paul Tassi gives us trivialisation like ‘this offers something like Microsoft’s Game Pass the ability to eat Stadia’s lunch‘, which is true, yet Microsoft never fixed their problems, did they? Not in 6 years, and as he gives us: “While Google is indeed starting to develop its own games in-house, it could take years for those to arrive, and there’s absolutely zero guarantee of their quality when they do“, this is true too, yet the failing of quality by Ubisoft has been noted for years, what has he done about it to illustrate that? And when we saw the lack of Microsoft exclusives last year, the mention of ‘their lengthy roster of must-have exclusives‘ should be regarded as work in progress. That few to none part is easily rectified, and even the PS4 had loads of long delays for some of their games and exclusives, with the Ubisoft Watchdogs the delay was long enough to get your wife pregnant and still not being able to play the game until the child was born, so pot and kettle are both utensils of a similar colour in this setting.

Then we get the last overstated statement with: “but with 200 million consoles sold every year and untold number of gaming PCs“, I wonder how he got those numbers, over 6 years Sony sold 93 million consoles, Microsoft is on that same stage at 41 million at best and Nintendo in 2 years got to 34 million, so his math is in the toilet as well, unless he includes the handhelds which is a skewed finding, still there the 200 milllion a year will not be reached, not even close.

I believe that Google is an early starter in a stage where Microsoft hoped to get their Scarlett (whatever they named it in 2018) system, I am not sure it has a real chance, but I have been wrong before, it might work, Google on the other hand still has a lot to learn and optional plenty of promises to break, time will tell where they go, but there is space to succeed, especially when 5G arrives at homes it is then that Google Stadia truly gets an option to earn its laurels, and it is likely to do so.

There is a part that matters, Paul rightfully asks the question: “it’s hard to know how this actually poses a threat to traditional industry staples like Nintendo, Sony and Microsoft“, it does not as such, but Google has the option to grow on the side, the fact that many consoles have online and multiplayer issues (mostly due to the software), we see the setting where this failing falls away (having to download massive patches again and again will not be an issue for the Google Stadia), MS Scarlett might have been the initial option, but Microsoft has issues and they have also been in denial of that to some degree (that is my personal view).

As I stated it will be a rocky start, yet those with a good internet stage and a decent income will have this option there as early adopters. For these people they have no interest in walking into a game shop trying to find a game, Google Stadia, like Netflix lets you browse and try and try and try, until you find something you like. It is optionally the stage where gamers are born and is Google Stadia the worst place to start gaming? For years people started their gaming habit on Facebook and was that such a hi-res 4K solution?

Paul Tassi asks good questions and they are real questions that need answering, but he also overlooks (as a hard-core gamer) on something he forgets. When a person wants to do 4K gaming, he needs a console or a PC, when you see the cost of a good 4K system; you have the risk of cardiac pressure issues. With Console, will you go Sony, or Microsoft? The fact that Google is now option 3, but not set in hardware is a choice, an option, one that was not there before. So what is needed? An internet connection and a TV, yes when you look deeper it is a 2 choice system, now with option 3. He is right, there are issues (for now) and I believe that with the arrival of 5G many issues will resolve itself immediately, yet at that point, will Google be standing as a survivor? I believe that with the right games it will and that too is the setting for the E3, how much more support for Stadia will we see. It seems that Ubisoft is on board and so is Bethesda, yet how many more players will commit to Google Stadia? That is where Google Stadia could win making unique or remastered good games. There are dozens who could become Stadia hits, 3 generations of games that are still regarded by some as excellent games, some are even legendary.

We will just have to see and wait how it all unfolds, there is plenty of space for a new player in this game and it also means that some of the other players will have to up the ante to remain a choice with consumers, which is equally a good idea.

Then there is another reason, for well over a year we have seen the stage: “a higher-end Xbox One X replacement as well as a less-expensive entry-level machine“, yet there is a host of issues especially with Microsoft, can the entry model update to high end? If that is not possible will we see any other impact on gaming? Will Microsoft keep their bully to ‘be online’ issues. Will Microsoft force advertisements on their consoles (like with the Xbox One)?

Microsoft has lost so much credibility (as I personally see it), the fact that the correlation between entry model and Google Stadia is so high that plenty might consider Google over Microsoft and I think that they know this. Another issue is how close Microsoft streaming service ProjectXCloud is next to Google Stadia, all issues that will optionally come head to head in the next 4 days. We can lose time reading on speculations or wait, I decide you need to wait and even better watch the live shows on YouTube.

The biggest issue will be on the last day, Nintendo have amazed nearly all with the Switch and all they have done in these two years, now that the larger games are due this year, it will be a sight to see, at the very end one or two little spoilers. It seems that Sony has gotten themselves in a little spot of hot water. Tom’s Hardware (at https://www.tomsguide.com/us/ps5-120hz-ps4-cross-save,news-30268.html) gives us: ‘120Hz Display Support‘, this is really good news if it was not for the fact that most 4K TV’s, even the ones from Sony do not support this speed yet, so yes the PS5 will be a sight to see, when you  get the TV that supports it. Then there is crossover play, so you can continue your ps4 games on ps5 forth and back (switching between consoles so you do not lose anything like friend lists and game saves, this is really good news, and a nice feature to have when you get the console in 2020. I have my mind set on that and do away my Xbox One completely, the one game I bought it for is on Sony as well now so there is no reason to keep it around any further, especially when it options me to remove Microsoft from all considerations, it is not like they have been considerate.

Even as it is about the games, I do hope to see some hardware as well.

See you all on the flip side, and don’t forget to seek the YouTube streams of the E3, missing out is such a drag.

 

 

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Bones and Boobs in gaming

Gaming has two sides, the hardware and the software side, or as some might call it the boobs and bones of gaming. We will look at the boobs later (desert always comes last), yet the bones are another matter. Forbes (at https://www.forbes.com/sites/davidthier/2019/06/04/there-are-tough-times-ahead-for-the-playstation-4-and-xbox-one/#3ca33e3562b4) gives us ‘There Are Tough Times Ahead For The PlayStation 4 And Xbox One‘, I do not really agree, and if so then mostly for the Xbox side, but the man makes a decent point and that is always a good reason to contemplate an article.

Bones

Even as he makes the case, I believe him to be wrong on certain matters. The numbers only partially support him. In case of Microsoft, they had a good run on the Xbox360 and they had decent sales even beyond the Xbox One launch. The reasons was that those with too small a budget decided to pick up a pre-owned console as those prices went down by a lot. Even today, people still buy Xbox 360 games, which is pretty astounding. The premise holds true for the PS3, from day one the PS4 was the child to have and for the next two years there will be plenty of people upgrading from PS4 to PS4 pro as Sony will be dumping the prices for that puppy. The market will slow down, but I believe that Sony has a good foundation to work with, Microsoft a little less so.

Nintendo remains the larger question in this. They are still ascending by leaps and bounds and even now we see in Forbes (three weeks ago actually) ‘The Nintendo Switch Just Topped The PS4’s Lifetime Sales In Japan‘, and that sounds overwhelming, yet the global numbers with PS4 on 97 million and Switch on 35 million gives the equal global sales towards the Xbox, but not the PlayStation. It has only been two years, whilst the other two have been around 7, the Nintendo Switch is still gaining momentum and it is doing so faster than last year. The fact that two of the most enticing (and addictive) games are free helps matters. With Fallout Shelter and Gems of war being great games to play on the Switch, we see a larger appreciation of the console. Nintendo upped the ante by handing all those with an online subscription (less than $40 a year), we see that they all get access to the old games from Donkey Kong, Metroid and Super Mario Bros, with dozens of additional games, all for free for those with the online account. It is one of the most enticing deals you will find in console land. As such the Switch goes on and on and on. That and the pre-owned market makes me oppose the view that Dave Thier has to some degree. the part that is also in debate is “I could even imagine PlayStation 4 sales recovering after the PlayStation 5 comes out and people realize they can still get good use of the old machine, which is likely to see a price-cut“, I believe that he setting is sound, yet I have seen Sony Marketing in action, as such they will cut prices on all options long before the sales recovery issue becomes a real issue for Sony. With exclusive titles like Last of Us 2 (2020), Death Stranding, Sekiro, Ghosts of Tsushima (2020), there is everything to look forward to and besides the fact that there are still plenty of people without a PS4 (or Xbox One for that matter), many of us (including me) still have not upgraded to the PS4pro (a budget issue), for many mainly because we have no 4K TV and that is the big factor (equally so for the Xbox One X), so as Sony starts bundling it’s console with a 4K TV, we might see another rush to upgrade. With several brands (including Sony) offering 55” or larger 4K TV’s for less than $1000 at present, the push for package deals will be very alive at the end of this year pushing the options of additional consoles right up to 2020 at that point the PS5 (and whatever Microsoft has) will become an optional issue. We have seen that many day one people held on to their previous console. I still have the PS3 and Xbox 360; I just never expected that the 360 would be higher regarded than the Xbox One (by me). These are all elements that play a part, as such I partially oppose the view Forbes gave us and I believe to be handing out the correct version (I have been proven correct often enough).

I agree with his slowing down part, but not to the degree he expects it, and the additional factor is not the slowing down, it might be: “New consoles pose question marks for the industry, and people are inclined to wait for answers before making large purchases“. I believe that to be the correct statement, but there was one other factor, it is 4K gaming and that is slow because the larger group of gamers does not have a 4K TV at present, as 4K will be the bees knees this Christmas, we will see a push to a much larger degree and Sony has an advantage over Sony here. It is how I got my PS3 and I never regretted that, especially as that TV was dirt cheap in those days, I expect Sony to do the same caper this year (and other brands as well), which is as I see it the larger stage for the difference between Dave Thier and me, as well as the large purchasing part, there is no ‘wait for answers‘ anymore on 4K TV, as such it optionally prevents a larger slowdown on the consoles and to be honest, you need to see Xbox One 4K with AC Origin to believe just how amazing 4K can be, it blew my socks off let me tell you that; and yes it was on a Xbox One X. Ubisoft & Microsoft actually got that part truly right.

Boobs

Yup, we got there, or as the Bloodhound Gang would state: ‘Hooray for Boobies‘ Yet the software is always a happy place for any gamer, whether it is Minecraft or Spiderman, seeing stuff in 4K is always reason to cheer. So when we look at value how angry do we need to get? When we are confronted with a AAA game (triple A game) we think it will be about quality, but it is not. It merely means that the game comes from a ‘mid-sized or major publisher, typically having higher development and marketing‘ and as I see it, it will be mostly about the marketing. So here comes Ubisoft who as far as I can tell is the only one who truly mangled and downgraded the IP of two franchises, namely Assassins Creed and optionally now Far Cry.

In comes a hard truth: ‘AAA game development has been identified as one environment where crunch time and other working pressures that negatively affect the employees are particularly evident‘, a given that is handed to us by Tweaktown and GamaSutra. In Tweaktown we see: ‘Ex-Ubisoft dev reveals the grim reality‘ with the quote: “it’s more like a mechanized assembly line than a dream job“, this might be a true stage, yet in all this it is not the creators, it is its board of directors as well as their marketing department. Like several software makers, setting a realistic goal is not something either department is any good at; the horrendous Far Cry 5 is clearly evidence of that. I completely disagree with the ratings that IGN (89%) and the 81% that Metacritic gave, I fall in line towards Digital Trends and their 60%. There should be a stage that games like that can no longer be called AAA games when its rating to become this below average. I even have some reservations on the games I traded in for this new version (at $23). Far Cry 5 infuriates me; they really had to do a better job. Not the graphics guys (gals included), graphically Montana is so overwhelmingly amazing that I would be willing to move to Hope County with the next available flight (if there is a decent job there). The story is something I leave in the middle. It is over the top, but there is a side that is actually enticing and you haven’t felt hatred until you are getting a tattoo on your chest by John Seed, the characters (even the over the top ones) are impressive. It is the game play itself that got to me in a massive way. To name just a few:

  1. Planes that touch a tree top dead in their track and in some cases end up on the ground in perfect working order without a scratch.
  2. Like the screaming eagles in Far Cry Primal (one every other minute) the stage comes when planes are there and they are there all the time, I have shot down enough to make a nation go bankrupt, but not for the Seed family, they merely seed more planes (or is that conceive?) And it is not merely me; I found hundreds of posts of gamers irritated by that, it seems that some people at Ubisoft are unwilling to learn.
  3. Spawn, not the Todd McFarlane hero, but the spawning of opponents. In a bunker scene (trying to avoid spoilers), the troops started spawning in front of me, which is a big no-no! This all indicates that the game was either never clearly tested, or the test results were ignored, either way that is an easy 20% degrading on any 89% score, so we are already on 69%. The fact that these issues were never addressed one year down the road implies additional failings on the Ubisoft front.
  4. Ballistics anyone? I love my sniper rifles, it gives me an edge and even in a bunker, the rifle can be a huge advantage, even if you only have 35 bullets to work with (unless you find more ammo). So when that rifle suddenly does not kill with a head shot, but only knock of the helmet, I am speechless. You see, anyone who knows their weapons would know that a helmet is protecting in nature, but the impact of a .50 that travels at 3,029 feet/second giving an impact of 13,350 ft-lbf (foot pound force) does not merely take off the helmet, it rips of the entire head. Now I get and accept that Ubisoft is not giving us that image, but to not see a headshot as an immediate kill is just stupid and silly. That should be 35 instant kills, even in the chest the power alone will crush the chest to death, and no Kevlar thickness in the world will stop that.
  5. The enemy avalanche. I get that throughout the game, it becomes more and more taxing, but the boss fights with wave after wave, where topless people keep running after 5-7 shots is just silly. And it is not 2-3 we get thrown into a stage of dozens and Ubisoft is unable to learn that wave after wave gets to be tedious and actually does not make a game better. Now there is an arcade more and I am not touching it, arcade is arcade and there the rules tend to be slightly different, which is fair enough. Yet in the normal game, Ubisoft makes the same mistakes we saw in Far Cry Primal and Far Cry 4. What was Far Cry 3 has become less and less (as I personally see it).

There is a lot Ubisoft got right too and the extra’s (like the Vaas outfit) and particularly the outfits you get when you have another Ubisoft game is cool, an immediate reward for those who have other Ubisoft games like the Rainbow six outfit is actually really cool to see (I did not have the game so it did not unlock for me), but the effort towards its gamers must be recognised. The bubbleheads (for in the car) if you have certain games is also cool and gives a little extra a fact that has always mattered to gamers.

Tweak town gives a lot more, but when I read: “When people realize they’re just one very replaceable person on a massive production chain, you can imagine it impacts their motivation“, I see it and it might impact, but that is an HR problem, not on my watch here, it is an element I care not for at present. There is also: “How do you get the right message to the right people? You can’t communicate everything to everyone, there’s just too much information. There are hundreds of decisions being taken every week. Inevitably, at some point, someone who should have been consulted before making a decision will be forgotten. This creates frustration over time” that is an issue, it is management that is either not there, not properly ready or even worse, it is ignorant. That also gives light to the connection of testing, an issue that Ubisoft has had for at least a decade. The experience that even now in Far cry 5, the event of looting a corpse and switching the weapon they dropped are nearly always overlapping, making a quick grab for ammo impossible and at times even disastrous. An issue not fixed since Far Cry 3. The article (at https://www.tweaktown.com/news/49863/ex-ubisoft-dev-reveals-grim-reality-aaa-games-development/index.html) had a few more items, but it was less important for me in this case. Gamasutra (at https://www.gamasutra.com/view/news/282922/AAA_game_dev_lifestyle_is_unwinnable_says_veteran_game_designer_Amy_Hennig.php) gives a few more items, issues like: “There are people who never go home and see their families. They have children who are growing up without seeing them” get a different rating, it is either a lack of time management, or slave labour, one is a choice the other is criminal; you tell me which is which. Yes, I trivialise the issue here, but at some stage you need to recharge and if you decide not to do that, you burn out. It is the quote: “It’s pressure that rolls downhill and piles onto those behind the industry’s biggest releases, forcing them to go above and beyond to meet rapidly approaching deadlines” that hits pay dirt, they either haven’t learned to neuter their marketing department, or the board members have forgotten what realistic time frames are. Either way it tends to stop proper game testing and that is how we get a screwed up product and we have seen that from AC Unity onwards, Ubisoft has had way too many events like that. As such as we see the quote referring to ‘over-expectant publishers‘, the view we see matches mine pretty much flawless. If you cannot control your marketeers with their hype creation, you fall flat and you get the pressures that should have been avoided in the first place. The evidence is there too, for example Project red with Witcher 3 as well as Cyberpunk 2077. There no one is fussed about the 2020 release, we all know that they broke the mould with Witcher 3 and we want to see that again, we the gamers are willing to wait for excellence, mainly because it has become such a rare thing. A 93% rating comes at a price. It is the oldest stage of sales.

You can have something cheap, something fast and something good, but you can only chose two of the three elements, so the product ends up arriving slow, becoming a bad product or an expensive one, which of those three can you live with the best? Of those three the late arrival is the best (my personal view), but as far as Ubisoft goes, they got that choice wrong more than once, because they were unwilling to delay the release late, costing them points all over the place. It is me not liking Odyssey that requires me to quote Samuel Axon who wrote a massive story on ArsTechnica. He ends with: “Odyssey was not a perfect game. But it was the perfect game to win back this series superfan. It’s so good, I want to go back and replay older games in the series—even some of the bad ones—just to examine and appreciate the evolution“, I get his vision yet it is not my view on the game and that is fine. Ubisoft does not need to appease me, it needs to protect its IP and there we might not see eye to eye on the matter. This is fine, I am merely one view and that too needs to be taken into account, Samuel clearly had another view on the take and I accept it because the article (at https://arstechnica.com/gaming/2019/03/i-played-11-assassins-creed-games-in-11-years-and-odyssey-made-them-all-worth-it) is an absolute must for any Assassins Creed fan.

When I look back, no matter how much we like to stare at the boobies, when they are not the ones (or shape, or size) you hoped to see, the interest fades really fast (unless you are a hungry baby) and that is the core for Ubisoft, the absolute essential part was proper testing and fixing (optionally with a day one patch) is something they seemingly have not been steered towards for too long and it shows. As I see it, they efficiently massacred two IP’s at present; the question becomes what will happen with Watchdogs 3? When we accept (I do) that the second was way better than the first, I fear for the third, because they need to get it right. I only got Far Cry 5 well over a year later when it was sold at a mere 17% of the full price gives rise to what we are willing to pay. When you consider that this was a game with a budget close to $100 million and a rising amount of gamers will no longer consider it at full price, and even as it made $310 million, how much money did Ubisoft in the end miss out on? Going home with $200 more is still good, but what could they have gotten? I wonder if they learn this lesson too late, perhaps it is me and perhaps I expect too much from the gamers of today. I merely chase excellence in gaming, and a game that is created substandard will not ever give a feeling of excellence, which is sad on many levels, especially when someone forked out an 9 figure number.

Just consider that GTA5 made $6 billion so far, Red Dead Redemption had a $725 million opening weekend, and that list goes on, all games that have a 90% score of better. It shows when we see that (according to VGChartz) Far Cry 5 seemingly sold less than 4 million copies, God of war far beyond 11 million, and that is also set toUbisoft being on three systems, whilst God of War was on only one system. I see it as the main difference between a 70% game and a 95% game. A difference of 250% or better in sold copies. I reckon that Ubisoft needs to focus on quality a lot more than they are currently doing and that view is shared by global player on an increasing larger scale endangering Ubisoft initial revenue more and more.

 

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Dyslexia for dummies

I have at times (more often than not) an evil demon in my brain, it uses its pitchfork to stab into my brain and dares me to prank, often calling me a pussy if I resist. Sometimes I give in; just the idea of friendly pranking is overwhelming. I also tend to do this as a form of justice, but more about that later. The image you see is not mine, it was Facebooked to me and good ammunition is hard to come by, so when I was in a bookshop getting the idea that someone looked bored, I asked for the book and showed the image. She was busy for at least 5 minutes before she figured out that she was being pranked.

There was no evil from me, it was not to give a person an intentional hard time (the one exception which will be mentioned soon), and there was no aftermath, it was a little harmless fun, whilst letting the victim know that they did nothing wrong and of course, the mandatory ‘I’m sorry‘ was added on my side, it was all in good fun. The exception to that rule was when I witness some manager dress down an employee too loudly in public on how their knowledge lacked. At that point my demon did not need to alert me, I looked around and whilst I appealed to his ego, I pleaded for his help to find something and of course as the so called boss he was ready to comply. It was about two minutes later when he gave the task to a worker there. He had been unable to locate the Vegan Beef Burgers in any of the freezers, I cautiously informed the worker what I had done and tears of laughter dropped to the floor, he was able to refrain from loud laughter, it was priceless.

So there I was asking for Dyslexia for dummies and as the salesperson knew me, I wasn’t going to get far. Yet that was not why I was there. There was a sale going on and I got my fingers on a really nice book for $5, sometimes one gets to be lucky. So there I was holding onto a pre-owned copy of The Leper of Saint Giles. I saw Cadfael on TV, but never read it and that is why I got at it. It was then that it dawned on me that I had lost the pleasure of reading to some extent. There was Tolkien, Deborah Harkness, Stephen Fry but those are the older books, during my law degree, I was ‘forced’ to sit down and read so much that the pleasure of relaxing and read a book had faded to some degree. Whether it was merely that or the mountains of digital information that were offered to me on an hourly basis, I cannot tell. The age of me being a bookworm had faded to some degree. There is the notion that I currently find writing more fun than reading and the 1200 articles I have written so far seem to indicate that. I think that creating articles, working on Intellectual Property concepts, as well as an idea for a TV series, and three video games; it seems that the creation bug is in me and it is taking its toll in other ways.

So why write about it?

The Guardian gave me something this morning that lighted the spark of reading and feeling that spark is a little overwhelming. It was yesterday’s story (at https://www.theguardian.com/commentisfree/2019/jun/02/jack-the-ripper-victims-had-to-be-whores-anyone-saying-different-deserves-a-trolling) that links to the February article called ‘The Five by Hallie Rubenhold review – the untold lives of Jack the Ripper’s victims‘, I was always intrigued by that era (as well as the individual known as JtR from L) and any detective reader will feel the pinch when Jack the Ripper is called for. I believe that the first movie regarding it was Murder by Decree with Christopher Plummer (Sherlock Holmes), it is the Michael Caine version (Chief Inspector Frederick Abberline) with Lewis Collins (Sergeant George Godley) and Jane Seymour I liked the best. It has a whole range of top notch actors and the premise of the setting of the movie is also quite unique, as such it was an excellent mini-series to watch on DVD and this all leads me to the book.

The book gives rise to a lot of issues that the movies never got to, the fact that there is that historian Hallie Rubenhold took an actual look at the women, the five victims, she sets a stage that the police had worked on assumption on a few levels and it also gives rise as the two movies had inclined to some degree.

In murder by decree, there is a stage that one of the women gave birth to a son from Prince Albert. The mini-series gives rise that there were questions, but I never looked at it from certain sides in depth, because I never had any reliable materials to read, as such and through exposure on a multitude of ways, the five were merely prostitutes. Now we see Hallie Rubenhold digging into historical records and we are confronted with: “In three of the cases, there is no evidence to suggest that they were professional prostitutes, and convincing reasons to believe that they were not“, this is huge because it implies that not only was the entire matter a joke towards investigation, there is every chance that the police had been looking in the wrong direction and the fattening of the stories through newspapers did not help much. The fact that I am also exposed to “Ripperologists have devoted lengthy blog posts and podcasts to attacking her research and her credentials” is just unacceptable. whether it is a true work of history, or even a dramatized writing based on published fact is open to debate, but I am not willing to do that until there is credible evidence (actual evidence) that this is a mere work of fiction. I particularly like the quote: “Rubenhold’s book quotes the judge in the 2008 “Suffolk Strangler” case, who instructed the jury considering evidence against the serial killer of sex workers to put aside their “distaste” at the victims’ “lifestyles”, an extraordinary echo of the same sentiment, 120 years after the Ripper murders“, it seems that there is a correlation of ‘sex workers’ and ‘they deserve whatever they get’ and the fact that it survived the tests of time for centuries. An aspect I had never anticipated. I find one other part disturbing, the view that the writer Stephanie Merritt has when we see Ripperologists and the enigma of Jack the Ripper his enigma lends a macabre glamour, and to shift the story away from sex to the more mundane Victorian social issues of poverty, homelessness and addiction, as Rubenhold has done, is to interfere unforgivably in a narrative they feel belongs to them. I would argue that nothing of any of it belongs to them, history belongs to all, and we can do with it (to some degree) what we like. Historians tend to redress those times into a framework that we today can relate to, fictional writers add pizzazz to it and as such we now know that there were 15 commandments, not 10 (Mel Brooks), some try to adhere to futuristic endeavours like Jane Webb (1827) who would give us the original story of the Mummy and how Brendan Fraser and Arnold Vosloo modernised it well over a century and a half later. History has a great edge, what has happened has been open to interpretation for the longest time, you merely need to read the factual Treaty of Clermont (1095) and how it led to centuries of pillaging of the Middle East.

History can be read in many ways, so what is to state that Hallie Rubenhold is reading the right or wrong historical facts? First to consider is that (as the story goes) that Rubenhold has been trying to get a fix on their lives and even as most will focus on the Ripper and partially ignore the fact that there is serious doubt on the five victims in more than one way, we see one part with: “There is no evidence, Rubenhold argues, that Nichols or Chapman or Eddowes ever worked as prostitutes; the police conviction that the killer targeted women of “bad character” perverted the inquiry. The Ripper’s victims, she suggests, were targeted not because they were soliciting sex but because they were drunk and homeless and – most importantly – asleep. The killer preyed on women whom nobody cared about and who wouldn’t be missed” the stage is a setting that is true even today, the homeless will be targeted more often than anyone having a decent roof over their heads and consider that street lights were rare in 1888, the fact that people in the dark are an open invitation is a given.

The partial fact that we see with: “Nichols, daughter of a blacksmith, spent her first years in Dawes Court, where Dickens had imagined Fagin living with his pickpockets in Oliver Twist.” is a part that almost no one would know. The Charles Dickens fans optionally, yet how many of them are that as well as Ripperologists? Some of the records that are available, or used a quote giving rise to the fact that Police surgeon Dr Frederick Gordon Brown and Police physician Thomas Bond have been in disagreement regarding Catherine Eddowes and there is another part that struck me when I was reading some of the accounts. The fact that I read: “instead of turning right to take the shortest route to her home in Flower and Dean Street, she turned left towards Aldgate“. My issue is not with the route, but more about the reasoning that the police might have had. What was the difference in illumination? A woman would shy from dark alleys and short cuts, especially in those days. A 10 minute longer walk where there are lights would be a common sense reason and this is merely speculation because the streetlights in those days were rare and in poor area’s unlikely to be there or working. In addition, as we look at the autopsy, we see that Thomas Bonds version is supported by both Local surgeon Dr George William Sequeira and City medical officer William Sedgwick Saunders, and what else has been ignored? What more do we not know and that is where the book comes in, because is all versions I have seen the women were downplayed and trivialised as prostitutes. The version of them being down on their luck and more important pushed into a life of self-medicating alcoholics have always been portrayed as the element linked to prostitutes.

Hallie Rubenhold gives us in ‘The Five’ a different stage, when did anyone realise that this was a much larger case riddles with issues linked to preconception and ego? When we see: ‘they came from Fleet Street, Knightsbridge, Wolverhampton, Sweden, and Wales‘, one was Scandinavian? London was filled with immigrants, which was no secret, but I never knew that not all these five were English; it opens another stage in all this. I am not claiming that the version of Hallie Rubenhold is the perfect or most correct one, but unlike other works, the victims are the full focal point and that needs to be placed first and that is where we are, a book that suddenly made me curious and gave me the spark and is driving me to read (that book), I have not had that feeling for quite some time and as such this work might be a lot more interesting than anyone is willing to admit to.

When was the last time that a book or a topic made you want to read something from a writer you never read before?

This gives an optionally needed call towards a ‘new’ version of Dyslexia for dummies, not because the person cannot read, but because writers relying on history are attacked without proper scientific or evidentiary support, giving a dangerous setting where the reader was in danger of not seeing this book at all. So perhaps we need a book (Dyslexia for dummies) starting with the premise that the world is flat and the centre of this solar system, and whilst the Hallie Rubenhold trolls focus on these amazing facts, the rest of us can relax and take a good look at the plight that 5 women went through, up to the moment they were confronted with a man who would later be known as Jack the Ripper.

 

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When stupid people aren’t

Something woke me up from relaxed to fuming. It started when the headline ‘Austerity to blame for 130,000 ‘preventable’ UK deaths‘ (at https://www.theguardian.com/politics/2019/jun/01/perfect-storm-austerity-behind-130000-deaths-uk-ippr-report) was given.

And it is all from the IPPR think-tank. This was nice because this gives us a target to look at. The first thing to realise is that Austerity is a tool to get out of debt, from the 90’s onward, the UK amassed a debt that is now approaching £2,000 billion, the debt is now getting to multiple trillions and a democracy that is at the mercy of banks and corporations is not a democracy at all, it is not even a monarchy, it becomes a feudal stage. Like the US, the UK let slip their tax laws and was a bitch of the EU when tax laws were pushed that gave freedom to really large companies to end up paying a mere 1% or less (the FAANG group being a very nice example).

So whilst the penny is out there, remember that the British people as a voter should have voted down excessive spending, but that was never done and now two decades of austerity will follow. The British children get to pay for what their parents spend, or used. In addition, the IPPR joke gets to be a little larger with ‘Two decades of public health improvements have stalled‘, Lets go back 8-10 years when we learned that the Labour government launched an IT improvement that never worked. It comes down that the NHS ended up spending £11.2 billion on a computer system that never worked. It is a collection of stupid people, short sighted demands and lack of comprehension that pushed for a system that never came. So where will the NHS get these funds to fund health improvements? Well they spend it on a computer system that never worked. I wonder if that is in the think tank research (me thinks it is not).

So when we are confronted with “An estimated two in five (44%) of health visitors reported caseloads in excess of 400 children, well above the recommended level of 250 per visitor needed to deliver a safe service.” The report recommends another 5,100 training places for health visitors. In a statement, the Local Government Association said the government urgently needed to reverse the £700m reduction in public health funding since 2015 and plug a £3.6bn gap in funding for adult social care by 2025“, a finding that is most likely correct and on the money is on the money for funds that the UK does not have. As the UK government is in the red to the degree of two thousand billion pounds, it needs to cut costs or increase corporate taxation to a degree that is acceptable, until the debts go down we would all have to make do with what is left until there is more. So when I see: ‘The IPPR calls‘, in addition to ‘radical new prevention strategy‘, I say, let’s call a spade a spade and not give it the illustrious stage of calling it a money scoop, because there is no money. In addition, the stage of ‘radical new prevention strategy‘ tends to refer to untested actions that have not been proven to be successful and we have had more than enough of those.

So when I start looking at the IPPR I find a few interesting parts. First, their HQ address is: 14 Buckingham Street, WC2N 6DF, not the address of the charity, the address of their headquarters. Now apart from it being right in front of the Victoria Embankment gardens, a place where real estate that is so expensive, I get to wonder how a charity has any money left. Its Director Tom Kibasi also draws flak from others; one Editor in Chief was able to give us all: “Tom Kibasi is at one or other of the leftish think tanks and therefore, by definition, doesn’t know his economic arse from his elbow. This coming into stark relief when he starts to talk about the effects of Brexit. For he’s claiming that the European Union will, through general nefarity, manage to steal away all Britain’s industry. Without realising that they’ve simply not got the ability to do so“, as I myself have admitted to have no economy degree at all (more than once), I feel slightly too short on economic qualifications to counter one side or the other, but the article (at https://continentaltelegraph.com/brexit/its-a-pity-tom-kibasi-doesnt-know-anything-about-the-economics-of-brexit/) shows a few sides to consider. Yet I feel that the editor giving us: “Getting the basics of the balance of payments wrong is embarrassing for anyone purporting to tell us about economics. We can’t have a balance of payments crisis. It’s simply not possible” a larger consideration to address and what I saw and he might have seen is the danger behind the quote: the UK is heavily reliant on foreign investment – the “kindness of strangers” – which would likely collapse“, this is only half a truth, what is set through “giving sufficient time for firms like Airbus, Nissan or AstraZeneca to relocate production” is a larger danger. You see these companies have been hiding the ‘discounted taxation or we leave’ card over our head for the longest of times. The car industry left Australia because there were cheaper deals to be found elsewhere, in that time Australia basically legalised slave labour, what a rush!

Yes, these people can relocate, yet to players like AstraZeneca we can impose a no trade deal, we give their competitors (like India) the option to giving generic medication. Let us push to pharmacy button who claims ‘It is all the same sir, it is just cheaper‘, and see how that goes. As I see it, when Astra Zeneca has to report a lost consumer base of 68 million, the game changes for them by a lot, will it not?

The issue with IPPR is larger, it is seen in their own funding, those who fund over £50,000 (at https://www.ippr.org/about/how-we-are-funded). Do you not think that they have their own agenda? Stephen Peel, a former senior partner at the global private equity firm TPG CapitaLand private equity investor? Some might call him a philanthropist, but you have to spend money to make money is merely one example. The IPPR is not evil, they are political presenters, they are politically left inclined, optionally far left and they want to stage the labour needs to end austerity, but that government spend so much we are all still paying the bills. But I will make a counter offer to Tom Kibasi:

Any action regarding ending austerity requires a balanced budget to be presented on time, any government that does not achieve that is liable for prosecution and prison sentence for no less than 3 years and all their assets are to be auctioned to recover losses. In addition, that party is not eligible to sit in office until the agreement ends (after the completion of the election of 2097), it is time to deal the banks the chains that they are putting around the necks of governments and people.

I agree that my solution is Draconian, but people like Tom Kibasi aren’t leaving us any options are they?

Do they have a case? Well, yes they do to some degree, there is truth in the matter, there is no denying that, merely the stage where the ‘presenter’ has a case of the denials when it comes to fact that the children (parliament) used mommy’s credit card (HRH Elizabeth Alexandra Mary Windsor) to an unacceptable degree is a fact the UK faces, there is a cost of doing business and a consequence to excessive overspending, the mere issue that most players refuse to look into that direction is additional cause for concern. The fact that they still refuse to look there is a danger as they will do this again and after an £11.2 billion spending spree on an IT system that never worked is too large a danger to allow for. The fact that the IPPR found it not to be important to look at these budget cuts (which regarding their paper) might be relevant, but in light of their conclusion the so called: “if improvements in public health policy had not stalled as a direct result of austerity cuts” was seemingly not done. The actual need for austerity in all this was utterly ignored, how does that make for a functional think tank? Should the board not be observed from all angles? And if that was not the goal for whoever requested that study? What this study conceived by Director Tom Kibasi? He just woke up and said: ‘Let us look at this issue‘, or did he get a call from someone who told him to look into that matter, as exposure would be profitable for those who need these results in the open? The stage that this part of the Think Tank occupies is (at present) utterly in the dark raises other questions too, do they not?

When someone uses a charity to expose the need to spend money, someone is making money in the process; the human condition has shown that to be a truth for the longest of times.

 

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The mental delay

There is a mental delay; we all have it, the moment between the realisation that things are wrong and the rest of the media finally willing to confess to the wrongful parts after they had been milked to the maximum. This is where I believe the UK is when I see: ‘Poll surge for Farage sparks panic among Tories and Labour‘ (at https://www.theguardian.com/politics/2019/may/11/poll-surge-for-farage-panic-conservatives-and-labour). The situation is given through “Support for the Conservatives at the European elections slumps to 11%, less than a third of what the Brexit party is polling“. From my point of view, it is not really a surprise. The people have had enough of the ECB and their lack of control and accountability. The people in Europe are down 3 trillion euro through ill-conceived plans, it gets to be even worse when we consider the march news from the Financial Times ‘ECB unveils fresh bank stimulus amid rising Eurozone gloom‘, a setting that is not unlike irresponsible children using a credit card for which they do not have to pay the bill, the people have had enough. It is emphasized by other media giving us quotes like “Even if we stipulate that Greece’s government is, in fact, as creditworthy as the U.S. government, why would investors accept a lower yield on the Greek bond? And why are they willing to accept the even lower yields on the bonds of other Eurozone governments?“, as well as “Despite the low Eurozone bond yields, investors may expect eventually to boost their returns by selling the expensive euros and buying cheaper dollars and other currencies. Indeed, there is some basis for such a strategy. As of late April, the consensus among analysts was that the euro will appreciate significantly over the next couple of years, and more modestly thereafter; forward markets (where buyers and sellers settle the price of a future transaction in advance) support this consensus view.” Source: MarketWatch.

My issue is that the writing has been on the wall for a while and whilst we are given “The poll suggests the Brexit party, launched only last month, is now on course for a thumping victory that Farage will, MPs fear, use to back his argument that the UK must leave the EU immediately without a deal“, it was a risk that had been 3 years in the making and now that the time is over, we see panic on a few levels. The need for Status Quo as well as the continued Gravy train is now at a stage that the UK and others have had enough, a stage where the large four are pulling a cart where 20 others have not been doing their bit, not even to the smallest degree. From my personal view, the biggest loser is Tony Blair when we consider: “Writing for the Observer online, the former prime minister Tony Blair says it is vital that Labour supporters go to the polls, even if they choose a party more clearly in favour of Remain than Labour“, in a stage where the ECB does as it pleases, the people have largely lost faith, with the economic anchors Greece and Italy still firmly in place things will not get better, not in a Bremain stage of mind. Even as we accept that things will get worse, there is enough indication that it will be relatively short term, without the anchors, the 15 smallest EU nations will unite against the UK, only to find that the setback will increase, a voice without money is worth the value of the empty wallet at best. The IMF report makes it merely worse, the stage where the three largest EU economies are Germany, France and Italy and their prospects are in the basement for this year, led by Italy with a forecast that is somewhere between 10% and 25 % of last year, and as I took the UK out of this, we will see that as the others slide faster, the UK will suddenly become the place to be, a nation in repair. Then MarketWatch gives us a part that I have been claiming for over 2 years: “Policy makers also underplay the financial risks. They emphasize the decline in government debt ratios and banks’ nonperforming loans from their peaks reached during the euro-area crisis. They fail to note, however, that these vulnerabilities are at present distinctly higher than they were in mid-2007 for virtually all Eurozone countries“, whatever options they thought they had was squandered away by the ECB stimulus plans that did not work twice around and now they are giving us an attempt at option three, with no evidence that the third time has any chance of being a charm.

So when I see “‘northern’ Eurozone governments worry that the ECB may be left holding debt that may never be repaid“, which is nice, but I told that the people close to two years ago. It is nice for others to catch up this late. All this is before we give consideration to ‘Italy budget deficit forecast to smash EU fiscal rules‘ (at https://www.ft.com/content/e3b662d2-70ac-11e9-bf5c-6eeb837566c5) all thanks (in part) to an ECB that cannot restrain itself or its members, the UK is much better out and the sooner they do this, the better it is for all. The problem is not merely the deficit, the economy downturn will hit jobs soon thereafter, so before the end of the year. As such the unemployment rate that was merely a stitch below 11% in February 2019 could hit 14% by October, and with one out of three Italian youths without a job, that situation will worsen. It is already worse than Spain, but it will worsen still, that is merely one of the 4 large economies, whilst the ECB was too worried on the next bonus spreadsheet, we will now end up having spreadsheets where the dominant colour is red, on pretty much every page.

Even as we accept the Financial Times words “The forecasts play down the risks of a no-deal Brexit, saying that it “would dampen economic growth, particularly in the UK but also in the EU27, though to a minor extent”“, the part that I see missing is that the UK economy will recover, the remaining EU27 players a lot less so, which is also why we have seen the fuelled anti-Brexit sentiment all over Europe, not because they lose what they call an ‘economic ally‘, but because their own mess becomes centre stage for everyone to watch soon thereafter.

The other part is that the Northern economies are seemingly slowing down, the Local Sweden gives us: “The Swedish economic boom has reached its peak and the economy is approaching a slowdown, the country’s Fiscal Policy Council wrote in its annual report“, I do not believe that to be correct, you see Ericsson is one of a few having a decent 5G solution, together with Nokia they are the only ones who have a decently advanced 5G solution, they are the only ones who are considered in several nations because those nations are narrow-minded and loudly anti Huawei, so these two profit to a larger degrees. When 3G was starting Nokia broke all records, these two will in similar drive 5G, even if there is a slowdown, it is likely to be a very short one, unless the US stops its Huawei smear policy, these two will propel the Nordic economies to a much larger degree.

So when I see Justine Greening, Sam Gyimah, Alistair Burt, all conservatives, all pushing for a Bremain, a second referendum, or some ill-conceived idea that Brexit needs to be acknowledged, the voters have all realised that it is too late, the EU wanted to keep on playing games and leaving the game at whatever point is to be preferred over more and more unacceptable spending.

Yet the one part that is not pushed for is that the Brexit Party and Ukip are approaching a majority, if they can strike a deal with the greens and the Liberal Democrats (they tend to be great followers), we see a new government with the Labor party and conservatives sitting next to one another in the opposition. A historic first, the entire House of Commons for too long in indecision and the people have had enough, I cannot blame them. So when they want to play the blame game, a lot of politicians merely need to look into a mirror to see the guilty party.

I personally belief that the people are seeing the dangers of non-decisions as well as the added media pressures with non-stop incriminations and a total lack of explanation; It is driving the ‘better out than in‘ mood that seems to be exploding all over the UK. The fact that sources are claiming that Brexit might not happen, or that there is a 20%-30% that it will not happen has the people riled, in the end there was a referendum and the complacent and lazy Bremainers were all in a stage ‘it will never happen’, just like that popular claim ‘too big to fail’, so as that went the wrong way the people have been hit with media after media going wild in allegations and all kinds of managed bad news reports like ‘we could lose everything‘, or ‘you’ll get nationally evicted‘, exponential levels of fear mongering for too long, the people are fed up and the Brexit party is gaining more and more momentum. In France far right Marine Le Pen is again in the lead, the Dutch ‘Forum for Democracy (FvD) party’ is equally pushing forward, is that the Europe that the UK wants to be part of? The extreme right parties are gaining momentum more and more and I personally believe that not having a handle on the ECB was a first step, then we still have Mario Draghi being a member of an elite banking group and the fact that no one was holding him to account is still a factor that the few are disregarding, whilst the 3 trillion of bad conceived spending was never up for debate.

There has been a mental delay with the voters, but the facts are out in the open for too much and the facts are too visible, it has angered the people, so as the news thought it was fun to give the readers the news through “The Hinduja brothers, Gopichand and Srichand, have reclaimed their crown as the UK’s wealthiest people, according to the annual Rich List survey. The Indian-born, London-based industrialists are estimated to be worth £22bn, up £1.35bn on last year’s list“, so yes that was a nice part, as the people cannot pay their bills, have to deal with unaffordable living, someone made an additional £1,335 million pounds extra, all that whilst we get “The list reveals that retailer Sir Philip Green has lost his billionaire status; his fortune is believed to have halved in a year because of a pension black hole in his Arcadia empire. The Sunday Times Rich List has Green’s total wealth free-falling £1.05bn in a year to £950m“, when I lose 50% of my wealth, I go from £1,500 to £750, so where is the ‘half’ and the mere decline of10% illustrating going from £1,05B to £950M? It seems to me that he wealthy people are taxed differently on fortunes having to be halved.

Are you still wondering whilst millions of Britons are in anger and are you wondering why the Brexit party is gaining momentum? Farage has the charisma to exploit the silly news items that are seemingly fun to read for some, but in light of all that has happened, it is infuriating a lot more people in the UK than the media should be happy about. And as we saw Tony Blair, yesterday in his opinion piece ‘Farage cannot be allowed to dictate Britain’s future. He must be thwarted‘ (at https://www.theguardian.com/commentisfree/2019/may/11/farage-cannot-be-allowed-to-dictate-britains-future-he-must-be-thwarted) we are given “This is not a vote to choose a prime minister or a government. It is a vote for the Farage Brexit – or against it“. There I respectfully disagree; it has gone way beyond that. It has been about the unacceptable acts of the ECB and the overpaid EU gravy train riders for a much longer time and if Tony Blair had done something about when he was in charge from 1997 to 2007, or perhaps Gordon Brown in the three years that followed, the mess would not be there, in that same light the Conservatives after that did not achieve any significant push to make the ECB come to its senses, and now the people have had enough; they are willing to let Nigel Farage try. Tony should have done a few more things a decade ago and that was never the case. That is why the Brexit party is growing to the degree it is. The lack of kept promises, and the Italian government is merely throwing petrol on that fire, as such the Dutch are finding a person like Thierry Baudet more acceptable than ever before. A status quo play was the worst one to have, but the non-elected officials needed status quo for their wealth and now the gig is up in more than one way.

Tony Blair needs to realise that the Brexit party is not the downfall for either the Labor party or the Conservatives, facilitating to big business was and that is an important elements that none are touching on, the bulk of the politicians are tainted, tainted to the degree that they will stand out in every limelight and their denial in that is just staggering.

The mental delay has passed and now the people are in a phase where they are considering every other solution, except the ones that labour and conservatives offer. It is interesting that no one went on those tracks, the signals and indicators are clearly pushing in that direction.

 

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Hezbollah Plus

As we look at the things we think are wrong (like UK housing), the things we know are wrong (Hezbollah in Yemen) and the things we claim are wrong, we are confronted with the things that are not making any headlines in the international news. We see a larger absence of Houthi transgressions and events that do get covering in the Middle East and in some local news procrastinators, but on the larger scale, there is an absence, I would almost as far as going with an orchestrated absence.

From my point of view, I see the ugly head of facilitation rearing the news on several levels. Now, to be fair, there is a larger issue, there is a lot of innuendo and no evidence, yet that did not stop the press pushing non-stop circulation over the innuendo regarding the cadaver of Jamal Khashoggi, did it?

As for Iran getting less and less visibility as it funds Hezbollah, that might be the impact of America attacking Iran at every turn and that would stop the media from paying attention as well, yet there is a larger danger in play and we need to take a minute to realise the danger in play. In my case it is slightly easier as I am fluent in half a dozen languages, so I can compare the different sources in its native shape, and seeing that there is a growing issue and the media remains unaware, whether that is intentional or not cannot be proven.

That image gets a new level, a colourful 3d version when we take a tour via these publications. For this exercise we start at the Jewish News Syndicate (hardly the most unbiased source I grant you), yet when we start here (at https://www.jns.org/the-terror-threat-of-iran-and-hezbollah-in-europe/), we might see “Iran uses a wide network of the IRGC’s: al-Qods Force, the Ministry of Intelligence (MOIS) and proxies like Hezbollah. Iran has an organized terrorist network established in Europe and the people who were arrested in connection with the terror plots lived and worked in Germany, Austria, Belgium, France, Norway and Denmark“, in addition we see “Despite the many terrorist attacks carried out by Hezbollah around the world and on European soil, so far most of the European Union countries have not put Hezbollah on its list of terrorist organizations“, these are mere printed facts, they are not that interesting to most media, it does not have the sexy flair of some Kardashian article, but not remaining aware is actually dangerous. You see, that list had two missing elements. The elements are Sweden and the Netherlands. The second one is immensely important as it has several options that lead directly to the UK, and from the Netherlands most of the western European nations are just hours away.

There have been issues in a few ways over time and in Sweden that seems to be limited to the Akalla region (outer suburb of Stockholm) where we see a dangerous mix of refugees and immigrants. This is no longer contained to Akalla, they are now growing in Kista, Sundbyberg and Solna, covering a larger part of Northwest Stockholm, a stage where optional and aspiring Shia extremists can move around reasonably safe and secure and there is every indication that there are numerous Hezbollah sympathisers there too. I remain with the word ‘sympathisers’, as there is no clear evidence that these are either lone wolves or actual active extremists. What is optionally an issue is that Stockholm has an amazing internet infrastructure; the people there tend to have better internet then the people in a Microsoft building. To illustrate that, in 2001, I had a home consumer internet connection in Kista with 100Mb lines, whilst most businesses in Europe could hardly get 10Mb, this gives these people a much larger advantage to spread the digital image of their groups and that is exactly what we have seen in the last 5-10 years. This does not prove that it is happening from Sweden, even as some sources give us: “In fact, not only is Hezbollah already engaged in plots in Europe, it dispatches dual Lebanese-European citizens (from Sweden, France, etc.) to carry them out. And yet, recent actions against Hezbollah by the United States, the Arab League, the Gulf Cooperation Council, and the Organization for the Islamic Conference have not led to increased Hezbollah plots against the countries involved. As for UN peacekeepers, the U.S. State Department has documented at least two instances where Hezbollah has already targeted European peacekeepers in Lebanon. Those lines have been crossed, the question now is what—if anything—will be done about it?” (at https://www.washingtoninstitute.org/policy-analysis/view/debating-the-hezbollah-problem) we see compelling, yet not completely convincing evidence in play. It gets to be a little more interesting when we slice and dice darkweb data and add the bitcoin events that can be traced (to some degree), there is a larger stage in play, but we are up against a clever opponent (claiming that they are not is exceedingly stupid) and it seems that there is growing support from Germany, especially in conjunction with anti-Semitic events.

It goes further than the information that sources like Matthew Levitt, Fromer-Wexler Fellow and director of the Stein Program on Counterterrorism and Intelligence at The Washington Institute. It becomes a really useable filter on events when we dig into the Dutch parts that involve Nasr el Damanhoury. You see, we might all react in outrage and there is plenty of indication, yet there is no evidence, not one part that has valued and valid use. The Dutch Newspaper ‘Algemeen Dagblad’ gave us (at https://www.ad.nl/rotterdam/bewijs-dan-eens-dat-wij-oproepen-tot-de-jihad~ab1cf89d/) gives us: “The Former School bought for €1.7 milllion, was bought on behalf of a German foundation with funds coming from Qatar“. There are all the flags, all the indication, yet not one bit of real intelligence, evidence or reason to act. And in this both the Dutch AIVD and German BND are able, well-educated and driven towards success and so far they have gone tits up in all this (for now). The Dutch situation is even more frustrating as everything points towards a very temperate environment, what some would call an optional tactic that is pure long term, and as such finding evidence of wrongdoing seems to be a foregone conclusion towards failure, of course this also optionally indicates that Nasr el Damanhoury could be completely innocent, at the most, the indication is limited to the fact that he might only be guilty of association with people of interest in all this. Yet the September 2018 event in the Netherlands, where we get “The suspects came from Arnhem, Rotterdam, and villages close to those two cities“, we get an optional link to certain events in the Rotterdam area of ‘Katendrecht’ where there are numerous of refugees and Middle Eastern immigrants, allowing optional or aspiring members of Hezbollah vanish into the background. There are a lot of indications, yet there is no actual or factual evidence to a prosecutable degree. Yet there have been a large amount of indicators that should not be ignored and with ‘Bolstered by Iran, Hezbollah ‘capable of destruction on a whole new scale’‘ (at https://www.france24.com/en/20181219-iran-israel-hezbollah-tunnels-missiles-lebanon-syria-nasrallah) we see: “A key element behind this is the fact that “Hezbollah is now way better equipped, so it has the capabilities to create destruction on a completely different scale from what we saw in 2006,” added Yossi Mekelberg, a Middle East specialist at Chatham House think-tank and Regent’s University London, in an interview with FRANCE 24“, we are merely introduced to the concept of optional danger, which is nowhere near the stage of ‘panic now, we ran out of coffee‘. Yet when we consider “The Lebanese armed group has also played a major role in keeping Tehran’s ally, President Bashar al-Assad, in power over the course of the Syrian conflict, participating in decisive victories over rebel groups, such as the 2013 Al-Qusayr offensive and the two 2016 Aleppo offensives” and we add “this increase in capability has taken place because of Hezbollah’s role in the Syrian conflict, where the Iran-backed group has its largest deployment outside of Lebanon (between 7,000 to 10,000 fighters) and is fighting alongside pro-Assad forces. According to the Centre for Strategic and International Studies (CSIS), Hezbollah has increased its weapons reserves, better trained its members and improved its tactical and operational skills during the conflict” (source: Al Arabiya) we are now left with the state as Syria changes and as such there is an increase pool of Hezbollah members moving towards refugee centres, staying off the grid and preparing for activities in Europe. With the anti-Semitic support they get from Germans (read: Neo Nazi’s) there is an increased pressure on intelligence gathering and data comprehension required to make sense of all the information available. I am not talking about what the media gives us; it is a different stage of darkweb and crypto currency events. Over the last year we have seen “The Cyber-Desk of the International Institute for Counter-Terrorism (ICT) located a website named “isiscoins.com” on which these coins are sold. The site is presented as an official site of the Islamic State’s Ministry of Finance containing the coins minted by the Islamic State, in accordance with the specifications described in the film, “Return of the Gold Dinar”. Sets of seven coins are offered for sale on the site: two gold coins, three silver coins and two copper coins, at a cost of $950 per set, to be paid for using Bitcoin virtual currency“. This is not some sympathiser phase; this is recruiting and amassing funds for something much larger. The setup is set to remain invisible for a much longer time, and the methods of identification are close to useless at present. So when we see: “In summary, sporadic evidence of terrorists’ use of digital currency has been in existence since 2012 and there is no doubt that in recent months this trend has been growing and taking shape and now holds a prominent presence online. From the cases reviewed above, it is clear that the use of virtual currency is prevalent among activists at various levels, including the organization itself (the Islamic State), support groups and propaganda (Haq Web site, Akhbar al-Mulsilimin website, Jahezona group) and individuals (Bahrun Naim and Zoobia Shahnazi)” we cannot hide behind the statement ‘one is not the other‘ and in equal measure we can no longer rely on trivialisation of ‘six of one and half a dozen of the other‘, the truth of the second statement is that we have 12 angry men, deciding to become jury and executioners for whatever their cause is in Europe and that stage is growing not merely towards the UK, they are starting to be active all over Europe, there is enough indication that this is happening, yet finding the evidence who are the real extremists and who are merely advocating for Islam is not an easy task, as the Extremists are becoming more adapt in wearing sheep’s clothing, the task of finding the evidence merely becomes harder and harder.

That part was proven in January 2018 when the ICT (International Institute for Counter-Terrorism) could no longer test the Hezbollah CoinGate link. The result of the tests was that “the link no longer directs to CoinGate. Instead, the link redirects to an internal page on the site that was created on December 7, 2017 and every click on the site provides a different Bitcoin address“, it is speculative, yet there are enough indicators that Russian Organised Crime (or optionally Russian entrepreneurial criminal wannabe’s), as well as German Neo-Nazi’s are getting their 30 coins of silver facilitating for Hezbollah and their presented acts against the State of Israel and Jews wherever possible. I merely think that they are ways to push forward the Hezbollah agenda in every conceivable direction and until we get a better way to track these money trails most progress is hopelessly overestimated. You see, this is not new, this is not starting now. There are Bitcoin receipts going back to August 2016 and it is a clean method to disperse $100 million dollar via Iranian support all over Europe, and there are clear indications that a chunk is going in these directions.

As a final part (a badly translated text) gives us: “The campaign to collect donations in Bitquin: Below the title of the article is written (marked with orange): “Click to contribute to the site In Bitquin – no donation from the Zakat funds “(Akhbar al-Muslimin, November 27, 2017)“, their digital presence is growing, even in the streets and for now there is no clear plan of attack, for the mere reason that there is no visibility on how to attack Hezbollah in Europe. You see, ISIS, IS, Hezbollah and Hamas are all using similar tactics, they are teaching each other capabilities on the Darkweb, that if not for a lot more is what we learn from Canadian Journalist Martin Himmel. He gives us: “if authorities clamp down on Bitcoin, terror groups and criminal gangs move on to other crypto currencies, like Zcash and Monero. “It’s a constant catch up game,”” and the local authorities are unable to catch up, the resources are not there, so as players like Hezbollah are increasing their footprint all over Europe, we see that the danger is not merely that they are active and extreme, they are now outmatching the Europeans in cash and resources to a much larger degree making the dangers in Europe more and more evident. My views are not merely supported by Aisha Ahmad, a scholar from the University of Toronto. With “a strange mix of ideologues and hyper-materialists coming together for mutual interest” we see the reality where those needing cash for whatever they want are facilitating for the needs of these extremists. The Neo Nazi’s might be the clearest example, and they are not the only one, not even close.

So as Europe will at some point this year face at least one event involving Hezbollah Plus, we will see the impact and we will also be confronted with a system that is not ready, not educated and largely unable to counter such events. The technology is not up to speed and the technological knowledge of the opposition to Hezbollah is barely keeping up, not to mention laughingly understaffed.

This is soon no longer the stage of ‘bringing a knife to a gunfight’, it is staging the Neanderthal against a Gatling gun at 400 passes and it is not Hezbollah at that point who is the Neanderthal in all this. The difference is getting towards being that extreme.

So, when was the last time that Extremists had a technological advantage over governments? If there is even one example, how did that end?

 

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That did not take long

I made predictions a little over 2 weeks ago, I have also made mention of the actions that similar events happened in Australia in 2011. And as I made mention on December 6th with the article ‘Tic Toc Ruination‘ (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/), I introduced the issue with: “We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?” The Verge a mere 5 hours ago gives us (at https://www.theverge.com/2018/12/21/18151764/att-5g-evolution-logo-rollout-fake-network) where we are given: “AT&T customers will start to see a 5G logo appear in the corner of their smartphone next year — not because they’re using a 5G phone connected to a 5G network, but because AT&T is going to start pretending its most advanced 4G LTE tech is 5G“. We can argue if this is deceptive conduct and if the customers will be deceived and have a case to claim, yet we are given: “The “E,” displayed smaller than the rest of the logo, refers to “5G Evolution,” the carrier’s term for networks that aren’t quite 5G but are still faster than traditional LTE“, a similar action that the Australian telecom provider Telstra had with its ‘4G’ in 2011.

I predicted this to some extent. Even as the players are no all the same, we see that there is a fear of missing out now, so as they cannot deliver, these telecom corporations are hiding behind the cloak of marketing to instill a level of legalised deceptive conduct and no one is asking the questions (well, actually the Verge is doing just that).

So as the article continues with: “If this sounds sadly familiar, it’s because AT&T pulled this exact same stunt during the transition to LTE. The company rolled out a speed-boosting 3G tech called HSPA+, then got all of its phone partners — even Apple! — to show a “4G” logo when on that kind of connection“, we see the bigger picture of pretenders, all willing to do what it takes to get people to sing on, almost in harmony with the salespeople of bad mortgages. The government will not do anything, not only because in the core of the matter no laws are broken, but because the fear of Huawei is too big, I personally see the matter as that simple. SO as the article ends with: “FierceWireless guesses that “potentially millions” of people could see the new logo, with AT&T’s 5G Evolution network available in over 400 markets by the end of 2018. Given that real 5G will be rare and limited for the next year or more, this tiny little branding change could lead to a great deal of misunderstanding around the state of the next-generation wireless technology“, we also see an optional stage that there will be no real 5G before deep into 2019, more likely early 2020. We get that from ‘real 5G will be rare and limited for the next year or more‘. It is the ‘or more‘ part that treats us to that train of thought. It also stamps out a much more clear setting that not only is Huawei the most likely provider for true 5G options for a much longer time, we see that the entire deception is increasingly worrying as it takes the peppers out of a seating arrangement allowing these players more time, optionally delaying all kinds of corporate implementations. The Verge gives us more. With: “T-Mobile CTO Neville Ray wrote that AT&T was “duping customers into thinking they’re getting something they’re not.” The “E” is easy to miss, too, judging by a mockup AT&T sent out” we are given a much larger concern, I agree, the ‘E’ in that logo looks ridiculously small, I am willing to speculate that with any screen under 6″ only those with eagle eyes might be able to distinguish the ‘E’ from a ‘£’ sign, giving optional additional confusion to the users.

The Agence France Presse (AFP) gave us a little more 2 days ago (at https://www.afp.com/en/news/1315/arab-nations-make-right-moves-5g-leadership-says-gsma-201812200052411), and with “The GSMA today welcomed the decision by the Arab Spectrum Management Group (ASMG) to release the use of the 3.3 to 3.8 GHz spectrum range to mobile broadband. This important step will increase the availability of the right type of harmonised spectrum for 5G deployment across the Arab world and help accelerate ultra-fast 5G network rollouts in the region” we see an early speculation that I made months ago take a very nasty turn. With: “The group has approved the use of the 3.4 to 3.8 GHz range for mobile broadband use across the entire Arab region, while the 3.3 to 3.4 GHz range is available for partial use as some countries continue to reserve this band for other services“, we see an optional change. There is consensus in the 22 Arabic countries represented by the ASMG. Not only is there now an optional setting that the middle East will have operational 5G before America, they will have true 5G before America and not merely Saudi Arabia, as indicated, there is a chance that the UAE and Dubai will be there too. We are given: “the GCC Arab States are expected to launch 5G networks commercially from 2019, driving innovative new services across the region and spurring future growth. By 2025, 5G will account for 16 per cent of total connections in these markets alone” this is now a first indication that America will be trailing the 5G field and as Huawei shows its powerful devices, it will gain traction in several ways, whilst we are (again) confronted with what Neville Ray CTO of T-Mobile calls: ‘duping customers into thinking they’re getting something they’re not‘, America will not end dead last here, but they will be trailing (as currently is implied) behind more than one Middle East Arabic nation, I wonder how ashamed these high, mighty and rich telecom players should be in the face of such defeat. If India challenges this and joins the Arab nations in quick activation, the humiliation for some of these American telecom companies will be complete. They will be talking to the Verge, Wired and similar magazines on how complicated the journey was, to give the audience something affordable and long lasting whilst those editors already knew that these providers started that race close to 2 years too late.

And when we start seeing media on ‘5G active’ and we see those phones giving us ‘5GE’ and other marketed versions of some edited (read: adjusted, altered) 5G logo, what excuse will they allow these technologist to get away with?

All this is gaining speed due to events as given by TechDirt. Now, we need to be considerate of the source, yet so far a lot of it has not been incorrect. The quotes: “the mystery group is piggybacking on the recent hysteria surrounding Huawei to try and scuttle the merger, which is certainly a problematic merger, but largely for employment and competition reasons” and “recent allegations that Huawei may have tap-danced around Iranian sanctions may or may not be true, the claims that the company routinely spies on Americans for the Chinese government has never been publicly proven. In fact, an 18 month study by the White House in 2012 (the last time this hysteria crested) found no evidence supporting such allegations. Germany just this week stated it wouldn’t join the Huawei vilification party until somebody provides, you know, actual evidence.” It enables two additional paths, the first is Germany as it clearly stated that evidence is required, Huawei actually has a few options of growing the commercial path for retail and vendors, there are a few IP’s out there ( half a dozen will be mine) that enables 5G in a new path for facilitate and propagate the needs of retailers without pressuring the community, part of them will pressure themselves to be part of the beginning and as Germany shows that impact, the UK, France, Spain and Italy will open their doors close to overnight to become part of this. That was the option that Huawei had all along. So as one government shows the delays and the inability to keep up with retails as the government themselves becomes the weak link, some will have to discuss and debate internal changes to policy. Add to that the pressure that the Arab nations will be heading this technological advantage, we see a changed form of pressure and just like Colin Powell and his silver briefcase doing the European tour on WMD, we see a new stage where the facts are not and now the USA will be trailing the Arab nations, not the other way round. It is that realisation that Huawei will be giving a much larger advantage to players and when the US enters the lag, a they remain trailing into an optional second year, at that point will we see a new pressure point against them, one they themselves created.

It will be at that point that everyone should ask the question, where is Google at, because they will be the next player on a stage that is openly discriminating towards some of the providers (at least one). I cannot tell at present, but the fact that Huawei would lead this convoy was never in questions making the changes to it all stranger and stranger.

I myself wonder how many media outlets will ‘forget’ to mention that these American providers are not giving actual 5G, merely their limited version of it.

 

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One to the hospital, one to the morgue

It is not a setting, not a statement; it is merely the observation of what we see happen. Yet the question becomes who is who? It is a setting of placing Interserve next to the Cardigan Integrated Care Centre that is where we see a situation evolving. And it would not be a London project that is in danger, would it?

Why the situation? It is the timing, even as everyone is still ‘working with’ and ‘LOCAL health board officials are confident that Cardigan’s new £24m health care centre will not be affected by the financial problems of outsourcing company Interserve‘, I am less certain that this will not have an almost deadly impact on the project. The article (at https://www.tivysideadvertiser.co.uk/news/17301424.interserves-problems-should-not-affect-cardigan-integrated-health-centre-project/) gives the people none of that and as far as I read the article, there is nothing there indicating the views I have, yet the setting is already staged to become worse, much more worse I might add. That is an easily given fact as the project is not due until the end of 2019.

You see, the article also gives us: “Interserve is responsible for delivering the project but there are fears over its future after it confirmed it was in rescue talks that would see retail shareholders virtually wiped out and creditors take control. Yet that is not the directive part in all of this, and the article (through no fault of it, or its writer) gives that part to the reader. You see, that part we get when we contemplate ‘Struggling Interserve may hand construction unit to lenders‘ (at https://news.sky.com/story/struggling-interserve-may-hand-construction-unit-to-lenders-11581667). the first question that rises, if there is such a debt, why would we see: “drawing up plans to hand its £250m building materials unit to its lenders as part of an ambitious plan to secure the company’s future“, which is a choice, yet when we see another article also giving us: “Outsourcing giant Interserve is preparing to spin off its lucrative building materials division in a bid to reduce its debts“, so why would a ‘lucrative’ part get sold off? Lucrative clearly implies the part that allows for a much quicker turnaround and in absence, that lucrative part used to keep the lowest bidding in place will also (optionally) drastically increase the cost of projects when it falls away and that is where the Cardigan health centre find itself optionally soon enough. We might think that ‘RMD Kwikform makes equipment used to build concrete structures‘ is no indication, yet this equipment is often merely leased per project and a new owner implies new (or additional) fees or another destination for that equipment, changing the entire setting of the project and experience, as well as history taught us that a board in trouble does not tend to care too much about their running projects.

Am I correct?

That remains to be seen, because there are several factors in this that are unknown, yet the setting that the project is a year away implies that there are plenty of stages uncompleted and they are therefor at risk. The fact that this news is 2 hours old means that there is no given setting, yet the large impacts will be seen in the next quarter and that is when the pennies drop for several projects, the question is on how the stage will be maintained.

The fact that Interserve stock has been reduced by 45% and when we consider that the Interserve board is close to a month away from revealing its plan, as well as the fact that this thunderstorm has been looming for over a month does not help matters.

From another source

The Financial times is giving us another setting here. With ‘UK government to continue awarding contracts to Interserve‘ (at https://www.ft.com/content/03f63e62-fd41-11e8-ac00-57a2a826423e), we saw that the government last week was setting the stage for Interserve to get some deals going as these projects mean money and money coming in is always a good stage to continue the work. So when I see “Government sources told the Financial Times that it does not view the company as another Carillion— the contractor that failed in January — and that it would consider Interserve for further tenders“, we should consider it as a partial truth, when you are down in a debt that soon will be pushed towards an approaching £1,000,000,000 (as I decided to round it towards the worst case scenario), we need to realise that something has gone terribly wrong, That amount approaches to the annual income of 32,000 construction workers, and their pensions, so there is another side to investigate soon enough (although we do acknowledge that the Interserve pension is high in the green).

Are we overreacting?

That remains to be seen. The fact that this large a debt is an issue on something this big needs to be scrutinised in several ways, not merely what is to come, but how come the debt is there in the first place. Improper pricing, inefficient project management, wrongful costs are all stages here that pushes additional costs through the roof and that is where it all hurts, and without proper vetting the pain remains and we will see additional projects operating at a loss. that part was given by Construction News in April this year when we got ‘Interserve suffers £244m loss for 2017‘, the quote “an “inefficient operating model” with high overheads had left the firm “exposed to weaknesses” in the support services and construction industries” by chairman Glyn Baker is clear enough, the wrongful setting and we see an amazing growth of losses and debt. the fact that we were given the implied “Interserve said the business will need a “significant de-leveraging event” to stay viable, which would likely be an asset sale, or raising further equity before December 2020“, which against ‘cut costs by £15m in 2018, and is on course to add £40m to £50m to operating profit by 2020‘ sounds almost like a joke, to with a debt over 800 million (conveniently rounded to a billion by me), we see the mention of “limiting the cost issue by 1.8%, whilst adding debt reduction by 5% in two years’ time is exactly the message in a stage how we should read it, A Joke!“, oh and that is all whilst in those 7 months £300 million was added to the debt, is anyone waking up yet?

In all this, Interserve has gone from bad to worse from 2015 onwards, all whilst some might expect that with Carillion out of play, options for Interserve should have opened up, no matter how bad the market was, one larger player was removed.

Round 2 is worse

The audience has been avoided getting exposed to certain parts of the business, we might not have realised it, yet that part is actually given the limelight by the Investors Chronicle (at https://www.investorschronicle.co.uk/alpha/2018/12/13/interserve-the-warning-signs-were-ignored/). You see, I saw certain parts a month ago, but for me, it was partial news as I never looked at Interserve before. So when we are given certain points, and I am merely leaving the ones that matter:

  • Low profit margins.
  • A reliance on acquisitions and cost cutting.
  • High debts both on and off its balance sheet.
  • A big pension fund deficit that needed large amounts of cash flow to reduce it.
  • A difficulty in converting operating profits into operating cash flow – a classic sign of poor profit quality.
  • The need to sell assets in order to maintain and grow dividend payments.

At what point did we not consider the massive danger Interserve was in? The events that I have been able to track go back to early 2016, The Financial Times in May 2016 and the Independent in August 2016 give us some of the goods, in addition there was Forbes in 2017: “Overruns lead to £70m charge for construction and services group“, as well as “The Reading company advised that a tight control of working capital across the rest of its business last year substantially offset the adverse cash impact over at EfW. Consequently net debt clocked in at between £270m and £280m as of the end of 2016“. It is the fact that we see a clear level of inaction (or bad management) that gives rise to the situation, the fact that these issues were clearly in place almost 2 years ago, gives rise that the government had a clear duty to intervene to some degree, that level might be up for debate, yet the ‘let’s leave it for now’ and the presentation (at https://www.interserve.com/docs/default-source/investors/financial-reports/presentation-results/2018/h12018-results-presentation.pdf) now give the consideration that there is every chance that shareholders might be seeking legal counsel. You see Interserve ‘presented’ the so called facts: ‘Fit for Growth initiatives delivering savings and creating a simpler, more effective Interserve‘, as well as “Overhead reduction and efficiency measures to deliver £15m savings in 2018“, gives serious contemplation that the shareholders were not properly informed of the dangerous place that they were in at that meeting in August 2018. In addition, slide 20 gives rise to another contemplation; the fact that two posts (Manufacturing and Regulated industries) are set to a marker size of £22 billion, 2 out of 7 mind you, and we see the losses incurred, we see additional worries on management and pricing. Even at a 1% margin, we should see £220 million in the plus for these two alone, the fact that the overall is set to minus £800 million, and a mere positive move of up to £50 million is a much larger debate and as such, one might argue that there is a lot more going on in the negative of Interserve that we might think.

Baskets of fruit

In opposition to my own view, I am in several ways comparing apples, pears and oranges and merely labelling the items as fruit, which in itself is not correct either. However, from my point of view, I see a tradesman dealing in 22 billion pieces of fruit and when left with a certain minus to this degree gives clear indication that the entire business model is wrong on a few levels giving additional worries on the earlier reported premise of ‘The need to sell assets in order to maintain and grow dividend payments‘, the conceded view that selling of your land year after year just to look good implies that the farm devaluates with every year and when we see that this has happened from 2016 onwards, the signs given should have been louder by many players and that (to the best of my knowledge) has not happened.

The Coroner is in the house

When we consider the elements, we can also give rise to what needs to happen. If Interserve continues on this path, there is every indication that we see sell off after sell of, with an optional class action against Interserve, implying that the damage increases, so those projects set for delivery in late 2019 and 2020 (A Wales health centre for example) will find themselves on the coroners slab whilst the media looks at the intestines coming to the conclusion that at present there was no way to save the patient, and when we see that, how will that affect the £25 million Merthyr’s Prince Charles Hospital in Merthyr Tydfil? These two are close to £ 50 million, something will have to give and where will the government spring in when they have to? Will they do that? This does not mean that this situation explodes to that degree, but the signs of patient Interserve are not that great at present. And should there be an interception to protect these two projects, does that imply that Interserve is ready to be shipped to the morgue?

That is the foundation of it, because the stage we see now implies that you can save one, but not both. The stage to the degree as I am seeing it should not allow for it in the first place; it does open up new options that as Interserve breaks down we will see new players come to life, perhaps one per construction project, yet that too has the danger of costs going overboard in a large way really fast, that is the nature of the beast, merely because the largest players implying to have the costing down to a margin is a mere 1%, smaller players can never do good on that promise, showing us that costs will overrun on all projects by a fair bit. To see that in a much more local London setting we see places like the Aecom tower and the stage where ‘overly enthusiastic‘ contemplation was set until we got: “profit was “lower than expected due to the losses taken on an underperforming project in one of the company’s core market segments”“. This matters, there is a speculative approach to construction projects and the stage is not merely on how things are pushed, it is on how pricing models are staged and presented by all and that requires a much larger oversight, or better stated, it needs additional scrutiny on a few levels. There is a stage that clearly is part of the Interserve failure. Even if the ‘new’ model implies that we might optionally see: “the tower will now house 861 apartments of which 765 were for private sale, the adjustment now allows for a private sale of 813 apartments“, screwing over even more social housing points. If that is allowed, certain councils should be overhauled and those parts of the stage allowing for that should be required to be facing the dock and optionally dismissal of the project as well as the investment amounts to be considered a total loss. There is a lot wrong in this entire stage and it all started with optional pricing models that were seemingly not realistic in the first place. Carillion clearly showed that element as I personally see it and whilst the board of Interserve is contemplating what to do over the next few months, they to require a level of scrutiny that is a lot larger than anything we considered before. The Greenland Group and Aecom, merely illustrate that what we are seeing in the Battersea Power Station debacle as well as a much larger stage of construction jobs out there (Interserve pricing anyone?).

So when the Financial Times gave us merely a day ago: “A refinancing arrangement between its Malaysian owners has been delayed for the third time; the cost of labour and materials is increasing; the developers have more than halved their expected returns and there are disputes with Transport for London over the cost of the Northern Line Underground extension to the area“, we see that the pricing stage for construction companies (as we clearly see with Interserve) is a much larger concern, we could argue that someone is dampening the cost and margin part merely to get things started and in that trend, we might need to consider other avenues. Perhaps consider nationalising projects in this stage and those shareholders and investors will have to live with their 100% losses. Why leave this level of unacceptable pressure on taxpayers and governments?

And the fake messages of keeping Britain good for investors also required those pricing goons to consider that it comes at a cost. If the players cannot do their job, then those hurt must seek legal consideration against those firms using flaccid pricing models, making matters worse for Interserve, but should we actually care at that stage?

There is every consideration that Interserve goes to the Hospital whilst the projects in wales go to the morgue, but personally I do hope that it is the other way round, as the Battersea Power Station project implies (and a few more beside that); the entire problem on construction has been around for close to 5 years, implying in my personal opinion that these problems started long before Interserve was in the deep financial problems it currently is in, giving rise to several issues that require discussion in the House of Lords at the very least, and perhaps starting the discussion of that agenda no later than week 2 of January 2019 would not be the worst idea as I personally see it.

Do you want to see an avoided discussion on how a health centre went to the morgue no matter where it was supposed to be built?

 

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A mere warning

The Washington Post gives us an interesting article today. It is not really about Jamal Khashoggi, even if it is about him. You see, the headline gives us: ‘U.S. spy agencies sued for records on whether they warned Khashoggi of impending threat of harm‘, with that stage the University of Columbia is being set up for a rather weird trip. When we get “The Knight First Amendment Institute on Tuesday sued the U.S. government to learn whether agencies complied with what the institute asserted was a duty to warn journalist Jamal Khashoggi that he faced a threat of harm. Khashoggi, who lived in Northern Virginia, was killed Oct. 2 by a team of Saudi operatives soon after entering the Saudi Consulate in Istanbul to obtain documents for his impending marriage.” They were kind and accurate enough to add the text, oh they actually were not. You see, Journalist or not, Jamal Khashoggi is a Saudi Arabian citizen. In addition, he was not in America at the moment it happened, which might be merely a consideration. The third part of the equation is that the alleged act was done on Saudi soil, making it an internal Saudi matter, so, where do we stand?

Well, the WP gives us the Directive 191 reference, so that is where I will go next. The directive in the definitions do tell us “Duty to Warn means a requirement to warn U.S. and non-U.S. persons of impending threats of intentional killing, serious bodily injury, or kidnapping.” There is one issue that I cannot comment on as F.10 of the directive has been redacted; as such I am not certain if the situation had changed. You see, it is the implementation regarding an optional targeted person that matters now. From my point of view, the onus is now on the Washington Post to show part of F2, where we see: “IC elements shall designate senior officers responsible for reviewing threat information initially determined to meet duty to warn requirements to affirm whether the information is credible and specific, so as to permit a meaningful warning. IC clements shall also designate senior officers responsible for making waiver determinations based on criteria identified in this Directive. The senior officers designated for affirming that duty to warn information is sufficient for a meaningful warning and for making waiver determinations should not be the same individual.” It is the Washington Post that needs to prove at this point that ‘threat information’ was clearly available with the senior intelligence officer(s). Merely the notion that a journalist’s life might optionally have been in danger does not hack it. If so, let Martin Baron be a kind boss and give the world notice on the 214 media people in Turkish prison, please please, pretty please?

And then we get the good stuff, the reason why the University of Columbia has signed on for a see-it-all tour of the ocean floor on the USS Titanic (drinks on the rocks will be served). The wavers are almost passed; there is no setting where we see that Jamal Khashoggi was any of that by the American definition. It is the ‘almost’ that gets us to F3e. Here we see: “The information resulting in the duty to warn determination was acquired from a foreign government with whom the U.S. has formal agreements or liaison relationships, and any attempt to warn the intended victim would unduly endanger the personnel, sources, methods, intelligence operations, or defense operations of that foreign government;” How was the clear and present danger to Jamal Khashoggi acquired? Was it ever acquired? More important, if CIA clandestine services got the intelligence as part of internal Saudi acquisition, we might actually stumble on the waver activated through section F3d.

If we go by the innuendo, a group of a little over a dozen flew in, were ALL those people tracked? If there was a call for execution, how did it come into the hands of the intelligence agency? All elements that cannot be answered, so unless the University of Columbia has a clear inside source, the entire exercise was debunked in 414.2 seconds (roughly). All this is even before F8 is seen. The mention of: “Communication of threat information to the intended victim may be delivered anonymously if that is the only method available to ensure protection of U.S. government personnel, sources, methods, intelligence operations, or defense operations.” implies that anonymous delivery would not have been an option, making matters more compromising for the intelligence individual given this part of canine excrement (a paper shaped one mind you). So not only are we in a stage where anonymous delivery is not an option, there is the clear requirement that the intelligence had been weighted, disseminated for wavers and at that point this point would be acted on. Also, we see 63 million articles on Jamal Khashoggi, yet which ones give us a timeline of his whereabouts from September 1st, to October 2nd? At what stage and exactly when was there a credible threat to his life? I am not saying that this was not the case; I am saying that I do not know and whilst we have millions of articles from all kinds of sources playing parrot on innuendo, yet the entire timeline is not shown, as far as I was able to tell, not even in the Washington Post, the American paper he worked for.

The one part that we do not look at is the purpose in all this. When we consider the purpose where we see: “This Directive establishes in policy a consistent, coordinated approach for how the Intelligence Community (IC) will provide warning regarding threats to specific individuals or groups of intentional killing, serious bodily injury, and kidnapping” we need to wonder if the intelligence agencies have any chance of getting anything done, basically any journalist and opposition of drugs in Latin America is basically in danger at this point. For me, I see the entire University of Columbia action academically sound, yet loaded with political oppositional premise. The action in opposition comes from “The lawsuit states that before Khashoggi’s killing, “U.S. intelligence agencies apparently intercepted communications in which Saudi officials discussed a plan to capture Khashoggi.”” This is indeed part of the directive. Yet the timeline is not clear. The intelligencer section of the New York Magazine (at http://nymag.com/intelligencer/2018/10/report-the-u-s-heard-saudis-talk-about-capturing-khashoggi.html) gives us: “The Saudis wanted to lure Khashoggi back to Saudi Arabia and lay hands on him there, this person said. It was not clear whether the Saudis intended to arrest and interrogate Khashoggi or to kill him“. We need to consider two parts, Jamal Khashoggi was on Saudi soil (consulate when the events happened), in addition, there is also still mention that we see the optional ‘the Saudis intended to arrest and interrogate Khashoggi‘, which also implies that danger to life was not a given and Saudi Arabia has every right to arrest its citizens, especially on Saudi ground. We cannot merely state after the fact that it was ‘to kill him‘, there were too many unknown parts and intelligence agencies acting on too many unknown parts tend to drop the ball, foil their own plot and moreover tend to imply more controversies on themselves. Oh, and did I mention that part of it happened in Turkey, a place that has arrested and jailed well over 200 journalists?

It is also reflective as they quote the WP in this. That article gives us again: “Before Khashoggi’s disappearance, U.S. intelligence intercepted communications of Saudi officials discussing a plan to capture him“, yet a clear timeline is missing. How much time was there and consider that the intercepted information does not imply killing, more important, when a government takes a person into custody it is not kidnapping, it is called arresting nullifying Directive 191. What is interesting that no one in that entire intelligence structure decided to act by themselves (or directed to do so), walking up to Martin Baron (sometimes doubled by Liev Schreiber) and tell him that there is a credible issue with one of their journalists. As the issue at that part was not national security. That one call and his rapid ‘relocation’ to: İstinye Mahallesi, Poligon Cd. No:75, 34460 Sarıyer/İstanbul, Turkey where quick travel arrangements could be made. Is that absence not interesting too? So when we consider that part, was there any time at all?

I am not saying that this is the case; I am merely framing the questions.

So when we see all that, I am considering that this in the end goes nowhere, yet the activity to open Directive 191 to scrutiny was not wrong, not wrong at all. I reckon that the Law Faculty of the University of Columbia will have handed out, or soon will hand out to their freshman students an essay assignments of 1,500 words asking them: “Argue the situation where Directive 191 could have preventive, or would be ineffective in preventing the alleged killing of Jamal Khashoggi“. I think that Martin Baron should publish the best entry as a column entry in the Washington Post with a supporting by-line by Gillian Lester the Dean of Law of Columbia Law School. Scrutiny is always good, especially when it has the option to become an exercise to educate people. I wonder what the take by Mark M. Lowenthal is, the man behind ‘Intelligence: From Secrets to Policy‘, and is it not interesting that he is (or was) an adjunct professor in that very same University? This part is actually important as the entire setting is precisely the stage that we saw in 2009 (at https://www.nytimes.com/2009/01/09/us/09cia.html), it is a different stage quoted as: ““If Panetta starts trying to feed people to that commission, his tenure at C.I.A. will be over,” said Mark M. Lowenthal, a former senior C.I.A. official and an adjunct professor at Columbia University. “If it happens, C.I.A. people are not going to start plotting against the president, but they are going to withdraw from taking risks, and then the C.I.A. becomes useless to the president,” Mr. Lowenthal said.“, yet the impact of Directive 191 becomes a near identical spotlight and it might end up setting exactly the same premise that Mark warned us for in 2009. My idea that someone gets a whisper to talk to Martin Baron and give him the heads up would have been the zero pain and least effort required solution. It is my idea, yet I am 99.3224% certain (roughly) that there are people more clever than me in the Intelligence branch who would have had that very same idea leaving me with the speculation that there merely might not have been enough time; with tens of thousands intelligence snippets arriving at https://www.cia.gov/cgi-bin/forlang_form.cgi every hour (and many more intelligence snippets from all over the world, as well as from Flat 3b, 3 Hans Crescent, London SW1X 0LS) there is every chance that the message might not have been read in time, or merely that other matters mattered more and in that we should optionally thank the University of Columbia for their optional assistance of upping the CIA budget by a speculative 42.3% (minus $7.49 for my venti cappuccino and a toasted blueberry muffin).

Could I be wrong? Of course I could be, but I added the directive for you to consider yourself and in the end when you put the elements on a row, how likely was the fact that there was a clear plan in place from the beginning? the entire Khashoggi mess, and the nonstop innuendo and lack of evidence given to the media and others, whilst we see a lack of scrutiny and a lack of commitment form the governments in all this gives rise to a lot more issues than the one I showed, making me wonder whether Jamal Khashoggi was important or merely became important after he allegedly died, showing the additional pressures that Iran is trying to push for via Turkey, oh and all those Turkish imprisoned (and optionally alive) journalists, how much media coverage are they still getting at present?

Did I oversimplify the matter for you?

Cool bananas and have a great Thursday!

Directive 191

 

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