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Good points WW - I guess I was thinking of outcomes associated with each technology rather than overall population health. As to hydrogen it is merely an energy storage technology and a relatively poor one at that, although some of the newer associated hydrate technologies may have promise.

Hi Bill I wouldn't go that far. IMO demand is more elastic than most think - perhaps not so much for us but certainly in the developing world. Quite apart from that there is a veritable flood of renewables waiting in the wings for energy costs to rise before they come into the money. In...

Hi WW Yes I was referring to a neutral CF venture when talking about a property's ability to pay for itself. When valuing the impact of a -CF, I usually just take the annual figure and multiply it by ten times to get an approximation of the NPV of that series of cashflows. This is a...

Hi WW IRR and NPV are only useful for evaluating a series of cashflows. To apply them to property investing, you have to assume a cashflow in to purchase and a cashflow out on sale, including all costs. It just doesn't work for comparing "buy and hold" to TDs or other "pure" cashflow...

Hi WW I don't agree with this. As Ausprop says you can call both the gains and the losses "loans". To all intents and purposes from what I can see is that you are counting this twice? In any case, the relevant numbers are actually post tax, in which case the story turns more in favour of...

And are unleveraged to boot. I dunno much but I still see properties on the market which pay their own way and give significant upside exposure. Certainly many properties do look "over valued" but I'm not looking to buy them. Shouldn't this conversation be focussed on the properties...

Thanks for sharing that Gremlin. There are many ways to make money in this game and I'm glad you found one that worked for you!

Sounds like a story worth hearing... :)