We would love to hear your thoughts about our site and services, please take our survey 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.
Absolutely.
I am lucky enough to have Spirent shares and managed to average down buying a few under a £1 recently.
I should have been buying with both hands though!
There is now a bidding war from two US based groups.
When I get the cash hopefully more than £2 I'll be re-investing DARK I think as this is going to taken out 100%
GLA
Sorry for the abysmal typing!
shorting, increase, banned, harmful.
Clumsy fingers getting worse!
A quick Google shows both sides of the argument about shoerting: For: it improves liquidity in the market by temporarily effectively increasing the number of shares available and dampens the enthusiasm for over zealous buying causing stocks to overheat. Agin: It surpresses growth and can cause problems for companies to incfrease in value, recruit staff etc.
What I hadn't realised was that the UK government temporarily banned shorting during the 2008 financial crisis, and that Europe baned it during Covid, though on that occasion the UK didn't follow suit.
Logically that approach in itself suggests a hartmful effect, so why do we put up with it, just so a few can swing the market and make a quick buck? Hmm!
Oldfortyniner and swingman, Yes, never thought of Shorting as being a type of manipulation, though have always viewed it as not quite right in that it concerns selling another's asset, loan goods instead of stolen goods re legal title, and why doesn't it apply for other assets, eg bonds, commodities, paintings, cars, even houses ?!!
The idea that Shorting makes for a more healthy Market is not applied to other assets, at least don't think so, so are their Markets less healthy ?!!
I heard a rumor in Asia today , that plans are afoot to increase Defense budget - by Defense secretary
If you are correct then 20 X is certainly not going to happen
450 billion? Where's that figure from? That's about 20 times bigger than the defence budget
I am ok to hold most of my Dark shares let’s say around 2 years and decide after 2 years
Dark is a bit like a bottle of Red wine 🍷, today a new wine , tomorrow an expensive old wine like Petrus :)
I hear Uk government will spend 450 billion on Defense
The clear implication of Swingman's statement is that shorting is a form of market manipulation and to my mind makes a jolly good case for everyone to support the petition on the government web site to make shorting illegal.
I don't think shorters would allow any UK companies to grow by 5x in 3 years
I will eat my hat if Dark can’t do 5 X from her in 3 years , the foundations are in place , AI / Cyner just starting
CR888, if we get 1500p p/sh I'll retire early !!
HKK, Let the action begin !! 700p will do me !!
And there are a good 20-30 companies who would fight to buy Dark at this discount level
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/be46c2c3-1f1f-42e3-912b-b75624dedcbd
UK stocks are trading close to a record discount relative to their Wall Street counterparts, luring some bargain-hunting investors back to the country’s battered stock market.
London-listed equities have lagged behind peers in recent years as heavyweight sectors like banking and energy have failed to keep pace with the rapid growth of technology stocks, and political uncertainty following the 2016 vote to leave the EU weighed on the market.
While US and European indices have chalked up a succession of record highs this year, the FTSE 100 has yet to eclipse its February 2023 peak, despite enjoying its best week since September as investors have become more confident that the Bank of England will deliver multiple interest rate cuts this year.
UK stocks have long traded at lower valuations than US markets, but recent underperformance has left the UK market looking particularly cheap. Forward price-to-earnings ratios — a commonly used valuation metric — of stocks on the MSCI UK index are 47 per cent lower than those on the US equivalent, according to asset manager Schroders. The 48 per cent discount in January was the largest in data going back to 1988.
The transatlantic gulf reflects a lack of investor enthusiasm for the UK market, which is heavily weighted towards sectors like banks and mining, and lacks the high growth technology stocks that have powered Wall Street’s rise. Some UK companies have pointed to higher valuations when choosing to list in New York rather than London.
Bank of America’s latest monthly survey, published on Tuesday, found that fund managers remain net 27 per cent underweight in the UK, and have been consistently underweight since July 2021.
Still, cheap UK stocks are starting to grab the attention of fund managers.
“The thing that gets me excited about UK equities is just the amazing value that’s on offer within the market”, said Alex Wright, a portfolio manager at Fidelity International. He prefers value stocks, which could benefit as we “return to a more normal inflation and interest rate environment”, and said financials are the largest position in his portfolios.
He added that it was “pretty anomalous” to find appealing stock valuations at present, with many global indices soaring to successive all-time highs. A recent rise in dealmaking activity and share buybacks was proof that both corporates and private equity groups recognise “this obvious value signal”, according to Wright.
The UK economy has also held up better than econ
Https://www.ft.com/content/be46c2c3-1f1f-42e3-912b-b75624dedcbd
Money flows are into Usa not Uk
Therefore Dark is a huge Takeover target
I expect a takeover withi 12 months , because ML case and everything going in positive direction
Poppy will fight for over 1500 p …