The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Fellow poster, you make me laugh, do one
I can read perfectly what you've written Phat and suggest you re-read carefully yourself rather than resulting to unjustified derogatory comments from your fellow posters
Talking about the whole market in general, cant you read what I put you? Honestly the uneducated rats on here do my nut in
So have you changed your mind since you wrote this just 5 days ago Phat? "All global markets recovering strongly, this looks very likely to break 600p and close above it, if so expect a recovery back to 800p, any news on JV signing, Dosangh soft product launch, could take us back to 1000p"
I feel we are far from out of the woods yet, plenty of more volatility to come however good companies like ceres will come out great long term. Bottom hasn’t been reached yet
Here's hoping for an early Christmas present
https://www.telegraph.co.uk/business/2022/07/01/still-money-made-stock-market-why/
There's still money to be made in the stock market – here’s why
From here on, the rest of 2022 is more likely to get better than worse
Interest rates are still rising. A sharp recession is looming. Supply chains are still chaotic, the war in Ukraine is dragging on and on, and inflation shows no sign of coming under control. It is hardly surprising that stocks are getting hammered.
With the sole exception of the FTSE, which has done so badly over the last 20 years it could hardly do any worse, the first half of the 2022 has been one of the most brutal for investors on record – and in the case of the Nasdaq, actually the worst half year ever.
From here on, things can only get better. In fact the historical record shows that terrible first halves to the year are typically followed by a strong bounce back in the six months that follow. If inflation starts to ease, if employment stays robust even as real wages fall, and if the war comes to a quicker than expected end, that should be the story of 2022 as well. It is unlikely to be a great year but a lot of the losses of the last six months could be quickly recouped.
The stock markets closed out the first half of the year on Thursday with another day of very heavy losses. The S&P 500, still the key global benchmark, has lost 20pc since the start of January, its worst first half performance since way back in 1970. The tech heavy Nasdaq has suffered its biggest six month crash on record with $5.4 trillion (£4.5 trillion) wiped off the value of stocks, with high flyers such as Netflix and Meta crashing hard.
There is no real mystery about why the markets are so weak. Two years where we mostly stayed at home while every major government in the world printed billions in extra money to pay for everything have created inflation on a scale we have not seen for a generation or more. The only tool central banks have to bring that back under control is to raise interest rates, and, if necessary, push the economy into a recession. Against that backdrop, equities are a lot less valuable than they were last year. Investors have started selling in droves and will carry on doing so for some time yet.
Here's the positive news, however. A terrible start to the year is generally followed by a far stronger second half. According to LPL Research, the S&P 500 has been down by 15pc or more in the first half of the year on six occasions since 1930 (the worst, in case you were wondering, was the 45pc drop in the first half of 1932).
On each of those six occasions, the second half of the year showed a strong bounce back, with an average gain of 22pc (again 1932, a heck of a rollercoaster of a year by anyone's standards, was the best, with a 56pc recovery).
Nothing from the Shell partnership has been priced into the SP yet.
It feels to me a little like March 2020 where markets went too far on the downside and good companies were sold off before the smart money selectively then bought back in. The Shell announcement coincided with this difficult week and so some people have got confused as to why it didn’t shoot the shares upwards. It would have if the day traders jumped on but the serious investors and funds will take it into account over the next weeks and months and that is when I believe the true value will start to show. If CWR finishes the week close to level in these markets I would be very happy as it shows strength. I am continuing to add as much as I can at these levels. hydrogen, and especially leaders in this industry will thrive in next decade, just need patience. Leading companies from Bosch to Weichei and Shell are endorsing CWR, I’m not going to argue with their due diligence. CWR is a share you can trade and make money if you get it right, but the true rewards are likely for longer term holders who don’t try to time things imvho.
This day was particularly bad for tech however the drop was overdone in my opinion, let’s see what tomorrow brings, we held quite well compared to others like ITM, however all brokers have rated us a strong BUY, also big trade rebalancing taking place too. News on Shell only strengthens this great companies presence