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"Tesco is a quality defensive stock" - someone must be having a laugh, not sure who.
I am in for a short term trade, with my first ever purhcase of TSCO
Bought yesterday @ 223p with a standard weighting of 6% of my SIPP.
Target of 235-240 over next month or so, with the divi as bait hopefully.
Not applicable to Tesco but there was a Share i was invested in last year that had the institutions piling in for the dividend. This company had the founder who held circa 50% of the company....I actuall sold to buy Tesco in the last 10 minutes of the trading day before ex dividend the next day.....so glad i did....rns the next morning the chairman had done a behind the scenes deal to sell a big chunk of his shares to add to the free float and at a significant discount....SP plummeted i bet the institutions felt like turkeys that had been plucked ! But it really looked like a honey trap....an rns very next day....this as i say not going to happen here very different setup ....but it's all part of investing and learning
Hope so I got a wedge waiting for it
Am thinking could test the 2.10-2.12 mark.....next few days. Based on previous history.
Hmm it went 2.07 inexplicably and might have been lower i can;t recall back around that time....and it wasn't that long ago either...I watch gnashing my teeth at one of the few companies making hay an the absurdity of it.....of course the covid costs that the BoD decided to pay back as they didn;t want a windfall tax on a Special dividend ...alongside their share consolidation....now i hear they've left a billion deficit on the pension that will now grow like an untreated verruca...not to mention half their market cap in debt obligations.....
I'm waiting to see if this ends up in bargain territory...and it's certainly not there yet...and to be honest for holders i hope it doesnt go there....i do think the business regardless of the debt is worth more than the current SP but who knows where its headed
Don't know where to post this but I hold Tesco and added at £2.20. I've watched the colour of financial language these last few days and stats and state the following - IMO DYOR no edge to this - as I've moved to more cash.
1. Big Tech US Earnings season- this week - Peak demand - Great way to drop the US Market apre-ski
2. Biden 18th Stim package - tax the Wealthy US for health Care - Agree but we took 50 years on this not £1.7t in 3months - will impact US equities - overwhelmed and can't forecast EPS & Futures PE's with Tax increases - biggest change in 40 YEARS & S&P unchanged ????????????!!!!!!!!!!!!!!!!!!!!!!!!!!
3. US Corp tax rate & loop holes - Big Tech = Apple $1.5T Makt Cap - should pay $80bn tax not STOCK BUY BACKS - IMO
4. Surge in Crypto worldwide asset allocation (Whilst FED keeps Int Rate low) - too much money swashing about on volatility - potential to accelerate disrupting \ any Equity MARKET!!!!!
5. S&P at All time High - can it go higher? - With Tax increases US Corp & Wealthy - reducing future EPS if no loopholes??
6. FTSE near 7k limit - can it push higher?/ - IF there is a US correction???
7. Commodity Inflation - Copper\ Oil Wood - Precious Metals - One way upward trip with World demand & Crop prices
8. Interest rates Q2 -4 pressure
9. Auto & tech - CHIP shortage - Ford cost $2.5bn
10. Sell in May and Go away
11. US Stocks - Q1 80% beat forecasts average reaction down 20pts
12. INDIA CORONA VIRUS NEW VARIANT - as really sad and distressing this human catastrophy is - it can hit all our phyiscal well being. World needs to jump and support this as a 'War Zone' now. Throw all support to help India.
13. Peak Rate of change - in US corp earning compared to deflated Q1 2020
14. S&P up +80% since pandemic. Peak Rate of change priced in?
GLA - I needed to get this off my chest - Tesco is a quality defensive stock and I will add at suitable pricing. GLA - I may be blabbing - but I'm genuinely concerned here and needed to share it. If i'm totally screwed up - no harm- this is NOT a Deramp of Tesco whatsoever, just a global equity reality check. GLA I can sleep now. GN
Also bought more today and may get more between now and XD day.
I am in for a short term trade, with my first ever purhcase of TSCO
Bought yesterday @ 223p with a standard weighting of 6% of my SIPP.
Target of 235-240 over next month or so, with the divi as bait hopefully.
Counting on short term support at 220, which has held so far in 2021, but already sitting on it, so may fall through.
Hopefully the risk/reward here plays out successfully.
On a similar theme, I quite like the REIT called SUPR which has nice quarterly divi.
I've just sold those shares last Friday after 4 months for 8% profit and would like to repurchase if they have a small pullback from their recent ATH @ 114p.
Cheers & GLA - CSDI
Supermarkets been out off favour and on down would trend now lots of competition around online sales now on the retreat.Have to see how far online sales drop they have all ramped up drivers vans capacity at huge cost and with profit margins already squeezed.Am watching mrw and tsco at around £1.60 and £2.05.
28-Apr-21 17:13:02 219.70 411,261 Sell* 219.95 220.05 903.54k O
28-Apr-21 17:08:35 222.998 1,416 Buy* 219.95 220.05 3,158 O
28-Apr-21 17:10:05 219.70 408,340 Sell* 219.95 220.05 897.12k
I am still sure there is a lot of market manipulation so individual investors have just to take pot luck
Am thinking could test the 2.10-2.12 mark.....next few days. Based on previous history.
@colti
I just topped up as well, it looks a sound bet at these levels
I also consider this to be good value at this price
Just topped up to the tune of £30,000
Let's hope we are correct
I am prepared to hold until well after divi as the sp should climb with euros football coming up in June and all the beer that will be sold,
I am buying more, great entry.
Hi Colti; I should have clarified; since I meants the previous divi that was really a return of capitals.
I consider TSCO very good values at this SP.
Regards: Jaffjoon
x divi date is May20th
Having sold all just prior to the ex divi date , I am now back in since seems good value. Bear in mind that due to all the staycations this year , most grocers should do very well in addition we do not know if there may be further lock downs.
Sainsburys results out today reporting a 39% fall in profit, Morrisons was circa 50% fall and Tesco only 20% which seems a positive sign.
https://uk.finance.yahoo.com/news/sainsburys-profit-down-39-covid-062142100.html
Noticed a few value shares are down at moment, this must be the end of month dump. Or pre ex div dump. Us market is holding up well but weakening. Though this could go lower if us market corrects, this is pretty cheap to load up at this price.
You are correct
I would have thought as x divi day approaches the sp would climb,
I don't think the divi impact is 4% next month I believe it's about 2.6% with the total split between final and interim? Or am I wrong?
I’m on 0.75% with Nationwide yippee (not)
Nice on I also wish he would peace off,
This is the same company as it was when the sp was higher and nothing has changed
All share prices go up and down,
Why not peace off
So many posters chatting waffle and are just getting the feed form negative media and are becoming chicken licken as a personality. All I can say is look at the facts the economy is getting to understand this covid 19 dragon and now getting the upper hand.
****Market leader Tesco's (TSCO.L) sales rose 6.4%****
https://www.reuters.com/world/uk/british-grocery-sales-get-shot-arm-vaccinated-over-65s-2021-04-27/?taid=6087c816eee0090001b1e16c&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter
You are so right Spindler, IMO TSCO has always been a bit iffy especially with the tricks they play in their shops on those consumers who lack discernment.