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Member Info for steph


Member Since: Wed, 6th Aug 2008

Number of Share Chat Posts (all time): 2,800
Number of Share Chat Posts (last 30 days): 36

Last Posted: Thu 10:42


Post Distribution over the last 30 days




7 Jan '15


EU deflation probably good news for us. It means some form of ECB QE and that money will leak into the UK stock market. It also delays any UK rate rise. Of course all bad news creates volitility in the short run but EU deflation is good for us overall due to those indirect effects.

My worry is Eu break up or default -and deflation brings that a bit closer. Causes more stress on the periferals. Can't believe Italian and Spanish 10 year bonds are below 2% but they are so market not pricing that risk in at all. Maybe I am worrying about nothing. Greece is an outlyer and the market seems to think they can be kicked out of the Euro with containable damage. I worry that the contagen will be more serious but again the market seems to think differently.
6 Jan '15


Low oil is good for us although maybe a bit of volitility along the way. It means lower interest rates for longer, higher Uk GDP as money is recirculated in the UK economy that would have gone outside, a better balance of payments and more money in potential house buyers pockets. In time it means less russians buying but in the short run we will get more.
6 Jan '15


even though I am in here for 10 quid and beyond I'd vote for a 5.50 take over bid if it came over the next 2 months. I remain nervious about EU problems. Not enough to pass up TEF growth expected but nervious never-the-less. Bird in the hand worth two in the bush. Not sure what I'd do with the cash. Don't like the rest of the UK builders as much. TEF is a special niche. TW in particular looks fairly priced to me given the permanently lower volumes. Ditto all the nationals. So yes regrets to close out TEF at 5.50 but the cash now would come in handy. However after our year end results 5.50 will not do the job in any bid.
6 Jan '15


thanks for the postings.

I am starting to regret not topping up more at 3.41 to buy yesterday. We seem to have strength today against the sector for some reason. Maybe sain's long delayed takeover bid is starting to form.
6 Jan '15


thanks

I am hoping for a significant suprise on the upside for H2 proft and then broker upgrades on the finals. We are finally getting into the delivery period when the hidden treasure will start to show. Foolish is not priced in but that is our gain.


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