Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Gerry same for me over BVC , you win some you lose some, that is perils of day trading,lol.
Hard work this day trading. Luckily i don't relay on it to live on.
Volcano - they are still chewing over the US jobs figures for June on Bloomberg, had loads of guests on and the only thing clear to me, is opinion remains divided. Bulls and Bears out in force today.
Compass - in hindsight over on TLW, when it ran up from 9p - 36p recently, I traded it 8 times, and it would have far easier if I'd put it in and left it for a few weeks. I was in an out and missed some of the rally, lots more work and decisions for me, than many others over there.
What we do know is there has only been the Tosca TR 1 so there should be at least 3 more maybe 4. Hopefully one each day the we'll know where the major investors stand.
More news to some here over coming days.
gla
G
LIVE MARKETS-Don't lose sight of the big picture
Thu, 2nd Jul 2020 13:21Thomson Reuters
* Waiting for NFPs
* STOXX up on vaccine hopes
* Positive indicators back sentiment
* Cyclicals jump: banks, autos outperform
Welcome to the home for real-time coverage of European equity markets brought to you by Reuters
stocks reporters. You can share your thoughts Joice Alves (joice.alves@thomsonreuters.com) and
Julien Ponthus (julien.ponthus@thomsonreuters.com) in London and Stefano Rebaudo
(stefano.rebaudo@thomsonreuters.com) in Milan.
DON'T LOSE SIGHT OF THE BIG PICTURE (1200 GMT)
European equity markets have become volatile and a choppy summer could be ahead as there are
plenty of sources of risks -including the pandemic and U.S. political uncertainty, but the big
picture remains supportive, analysts say.
"We believe the rotation has legs, both at a regional and sector level, and we think greater
market breadth is required for equities to grind higher," Barclays says.
The bank has an overweight Europe versus U.S., cyclicals vs. defensives and sees "further
catch-up potential for value vs. growth".
Here is why:
1) Light positioning provides a cushion to equities and could give legs to the rally if
investors put cash to work
2) Countries better prepared to handle COVID-19 without having to reinstate full lockdowns.
3) Super generous monetary and fiscal response, which "should also speed up and sustain the
recovery in activity".
4) Strong bank lending
5) Governments' appetite for fiscal expansion rather than austerity
6) Earnings estimates cut fast, higher activity momentum in H2 is expected. Here is chart:
7) P/Es are demanding, but zero rates makes equities look more attractive than bonds.
yep as I said I added yesterday this time to hold and not to trade comforting with Tosca feeling confident....im sure more and more flights will be added in as we move on but that doesn't mean we cant see lows again but this is still very cheap on what ever metrics you use we just need a vaccine and a change in sentiment ...I am sure they will come hand in hand GLA