The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
YamR1man - Know the Horncastle drinking establishments well, as the in-laws used to live there!
I'm quite bullish about the future prospects of this share. I started accumulating at around £55 per share in 2019, so have already done OK. Still accumulating, adding in dribs and drabs when funds are released from other share sales and currently have around 550 shares. Ideally, would like to increase my holding to approximately double this and then just hold them in perpetuity, but currently waiting on the EUA formal sales process to conclude so that I can free up the necessary funds. I had rather hoped to have had this done before the Refinitiv sale concluded, but you can't win them all! I know LSEG have already lost some business to European and USA exchanges as a result of Brexit, but I feel this will be more than made up for by the Refinitiv acquisition. The future income streams from the data supply side could be huge - knowledge is power. Also, 2021 is already tipped to be the year of the IPO, with several companies having already expressed interest in going down this route and listing in London. I think it's also worth remembering that owning shares is to some extent a gamble. And eventually, who always comes out the winner in gambling? The casino! LSEG is the casino of the stock market and so irrespective of whether the markets are moving up or down, people are always buying and selling, so LSEG will continue to generate cash from listings and transactions until the end of time.
No, not me. That would be scary weird if it had been. Usually, we go to the Black Swan at Horncastle cos plenty of bikers use it as a stop for a chat but always open to recommended pubs,thanks. Ahh, a pub...nearly forgot what they are.. :-((
Question, what's your take on all the news and future prospects for LSEG. If you research it's getting difficult to 'feel' positive but as I've said before I'm confident they must have foreseen all this but they can't influence everyone..... ?
Afternoon YamR1man. No, sadly the Fizzy went years back. Wish I still had it, could probably add a zero onto the price I sold it for by now! My Riverside is basically very similar to a Fizzy but earlier and a lot rarer, although not quite as valuable. Cadwell is a great track all round. Been a regular visitor there since I was a kid back in the 80's and it never loses its appeal. It just gets better and better with time too, with the various works and safety improvements they keep making.
If you've not been already, I recommend Guy Martin's pub at Kirmington - the Marrowbone & Cleaver (when pubs get open again!) as a destination. It does cracking food and ale and a lot of bikers and petrol heads in general seem to use it as a destination for an evening ride/drive.
Incidentally, I sold a black CBF a few years ago to a chap that had a Blackbird - said he was buying it for his son! Wasn't you was it? Would be a coincidence if it was......
Morning linc. just noticed you haven't got your fs1 anymore, doh. Probably been at Willingham same time over the years? Caldwell great track for getting upclose spectators. Done 4 trackdays there but 1st one didn't go well. OUCH!! Only broke he fairings on my ZX9 though. Market looking a bit more lively today. Take care
Hi YamR1man. Yeah, I'm about 5 miles East of Lincoln - Cadwell Park side. Don't attend bike nights but can occasionally be found having a cheeky bacon bap at the Willy Woods Bikers Cafe! Sometimes ride out there from home on my push bike too. A regular visitor to Cadwell. Lost count of the amount of times during the pandemic that my daughter has asked whether Cadwell is open again for spectating. I've obviously raised her well, although I think the ice creams at the The Clubhouse are equal in attraction to the cars and bikes for her to be honest!
Hi Lincoln. Well,from your moniker I assume that's your home? Is so then I'm only 15 miles away ...small world. Have owned 2 R1's but not for a while now. Swopped to a Blackbird for touring abroad and just as fast. Okay to ride at 130 mph over there !! .....or is it kph, officer? LOL. Bet you've been to a few Lincolnshire bike nights? Have fun with this and your fizzi .
Agreed YamR1man, definitely a good long-term growth stock this one and always has been.
I'm guessing your good taste extends beyond good stocks too given your moniker. I own two Yams myself - one a guitar, the other a 1964 Yamaha YF1/YJ1 Riverside, which I have been restoring for nearly 3 years and is almost complete. I owned a FS1 back in the day which was my motivation for getting the Riverside, as it's basically the forerunner to the FS1.
Thanks for that Elchagie.
.. trouble is, we like to believe the upside forecasts and not the lowsides. Normally, broker forecasts are speculative at best. There's a massive question mark on the financial operations/regulations with the EU since Brexit as we all know. LSEG have known this as well of course and so I'm sure they've been doing everything in their power to foresee the correct action to take and the refinativ deal is just one of them. Also, good foresight in opening dealing centres on the continent. This equity is a banker in my pf.GLA
Lincolnite - this is copy and paste for the report
HAMBURG (dpa-AFX Analyzer) - The private bank Berenberg has raised the price target for the share of the London Stock Exchange from 9510 to 11800 pence and left the rating at "Buy". The stock exchange operator's paper has what it takes to increase total returns by around 85 percent in the next three years, analyst Chris Turner wrote in a study published on Thursday. Operational improvements should contribute to this, as should share buybacks. / Edh / ag
2021 : You should have these stocks in your portfolio ...
Publication of the original study: 01/13/2021 / 17:07 / GMT
First dissemination of the original study: date not given in study / time not given in study / time zone not given in study
Note: Information on the disclosure obligation in the event of conflicts of interest within the meaning of Section 85 (1) WpHG, Art. 20 VO (EU) 596/2014 for the aforementioned analyst company can be found at http://web.dpa-afx.de/offenlegungspflicht/ Offenlegungs_pflicht.html.
PS: London Stock Exchange Group is a Champions share from the boerse.de share letter. You can download the current share issue here for free ...
Lincolnite - https://www.boerse.de/nachrichten/BERENBERG-London-Stock-Exchange-Group-buy/31503046
Elchagie - well spotted and a reassuring target. I've just visited the Berenberg website and done a fair bit of digging around in general, although some of their info is reserved for clients only and so a login is required. They have also given LSE a 'Buy' rating, which they say is reserved for stocks that they perceive to have at least 15% upside over the next 12 months. I'm hoping for considerably more than that here over the next 12. Interestingly, an RNS has just landed too with an update as to the expected completion date of the Refinitiv merger. That's planned for 29 January, which is a bit sooner than I was expecting to be honest. We will relist on this date with the new ticker LSEG. All looks good here from where I'm sitting, not least because I have quite a few of these tucked away! Hopefully we'll see a bit of a tick-up first thing tomorrow on the proposed completion news given that it was released after close tonight.
Elchagie..sounds good doesn't it. I'll take that. How long did they say it'll take until we get there ? ATB
LSE : BERENBERG RAISES TARGET PRICE TO 11,800P FROM 9,510P
Maybe this will get a bit better now that the refinitiv deal is all but done. As you've seen sp took a decent jump at the 13.00 announcement although that's normal on news with most equities and then they fall back next day. Ah well, fingers crossed cos lots on financial front to sort with EU yet.
Nae, I think you're posting on the wrong board. Nothing to do with LSEG except it's blue here today, just!
... as I have a pretty diverse Portfolio. All finished the day in blue with one exception. Yes, you have guessed it - NCYT. For a company seemingly almost a cash machine, something does not stack up and frankly I am not totally convinced the anticipated RNS expected later this month will be the fireworks everyone expects despite our CEO's big purchase last month. Let's hope I am proved wrong!
Well done Christina for buying some sub 80's. Wish I'd followed you. Any more tips ? Have fun
Let's get past the 90 hurdle and then on to higher places
No stopping LSE deal or no deal. Loving it!
What's weird is it was tipped on Thursday in our Toronto Star as one to make you rock. Lol 2 days of gains followed.?? Is it heading into North America?
Well...you couldn’t make it up..what a coincidence!!!!
EU set to approve LSE's $27bn Refinitiv acquisition - report
Wed, 2nd Dec 2020 15:02
(Sharecast News) - London Stock Exchange shares surged on Wednesday after a report that EU antitrust regulators are set to clear its $27bn (£20.2bn) purchase of data analytics company Refinitiv.
According to Reuters, clearance will be given after LSE adjusted concessions to address competition concerns.
Last month, LSE offered to allow rivals non-discriminatory access to clearing and data for 10 years as part of a package of concessions that included the sale of its Borsa Italiana operations.
At 1505 GMT, the shares were up 9.3% at 8,732p.
I sold a few...that was the trigger...wanted me out of the way:(
They will drop it just as quick and come back for a second Xmas bonus just before Xmas eve.
Crooks!
Dubai wealth management wanted to buy LSE few years ago at £8 a share ,i can not see them paying tenfold