Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I would agree. They’re hedging against movements either way. They’ll have parameters to work within hence what will be regular adjustments now. See this on EZJ regularly. As things change they need to adjust their “holding” to keep within their set parameters.
That’s my take, feel free to disregard if you wish.
Now that makes a lot more sense. Hopefully they are buying in to future growth thank you for your knowledge and assistance
Not wanting to start an argument but 1. How is Starmer going to afford the nationalization of the Utility companies - the cupboards are bare, and it's you or me and our taxes that will pay for that, and 2. It's worth remembering how inefficient the Utility services were when they were run by local govt organizations in the past, I know as I started in the gas industry in the 80's and they couldn't punch their way out of a paper bag. Stricter regulation and a cap on profits and mandated investment is whats required, not nationalization...
Got this off RED-DIT if this clarifies it?
BOA is not swapping shares of two companies...they are swapping (on one side or another) performance on a stock (rolls royce) in exchange for interest (typically sofr+a spread and some fees). BOA could be in either side of the swap. Equity swaps are used to participate in expected gains or guard againt expected loses in an equity without having to buy or sell physical shares (better for taxes). All the big boys use them. Equity swaps are OTC instruments that broker dealers can create with any terms they see fit so BOA is likely holding the shares as a hedge against a created swap product requested by a client or their investment arm is buying swaps from someone else. Bottom line, normal behavior for a large bank.
This disclosure is likely required by the british government due to the large number of voting shares controlled by one party.
There are also interest rate swaps where you can swap the floating performance on cash or bonds with fixed performance (Silicon Valley Bank would still be around if they had hedged their bond portfolio with interest rate swaps)
I can't give you a difinitive answer, but it makes sense that the BOA gives a buy rating and raises their target price, then they put their money where their mouth is. Makes good sense to me. I wouldn't be surprised to see another upgrade of their last rating too.
Four large trades yesterday one of which coincided with an RNS statement regarding Bank of America at about 16.30. Am I right in deducing that the shares can have different voting rights at about a 5% premium and that a certain threshold has to be met,and agreement has to be given by RR to purchase/dispose of said shares? Obviously I can't tell which way the trade I mention went. Also when a swap is mentioned could BOA be swapping its own shares for a stake in RR or vice versa?
Apologies in advance if I'm barking up the wrong tree but I'm struggling to make sense of it all
Its Macan ;-)
Maybe he meant porch..
Haha... sorry about the spelling mistake.
It's a Macaan T..
So excited.
If I get a rise before then I could even afford the fuel 😀
Become???
They’re doing the same at EZJ. Always getting an RNS about BOA
What a first class post about someone gaining from shares, real nice to see.
It's Porsche btw Bernydude lol, your speed writing. Please don't make a t shirt that spells new Posrche owner., as you will regrot it haha
Dear Mr. Tufan.
Would you please.be so kind as to let me in know what I am to expect on May the 23rd ?
I have put a deposit down on a brand new Posrche and they will be requiring payment shortly. I have delayed the delivery until after the 25th.
Please let me know if I am doing the right thing.
Kind regards.
Me
Starmer is just a watered down Tory. Corbyn had his detractors but nationalising the utlilities and taxing the rich more makes sense.
Van someone tell me..
What is Bank of America doing ?
Are they just buying shares ?
What do the Journo’s get for writing these sort of articles, £50? It hasn’t even been proof read. ‘RR on verge of become a joke’. Says it all really.
MF obviously just annoyed that he didn't get in when SP was under a £
Just finished reading today's article and a few from 2021 to 2022. I don't think I've ever read so much misleading negative tripe as the Motley web site puts out. What sort of agenda do they have, particularly towards RR? Did one of them get turned down for a board position or something. It's obviously click bait for the advertising, but it's almost always negative.
Yes RR fundamentally is undervalued as Turbo TuFan RR big turnaround was surprising and backed up by 5 year growth plan. TuFan’s AGM, expecting further profit upgrades and higher RR share price. Otherwise he would not risk his reputation as CEO if he could not deliver. Supply chain issues a concern but RR AGM will say try to minimise and mitigate them. The whole aviation sector suffering parts shortages anyways
Flight time is $$ and engines for planes ✈️ wait till earnings
Fordm,
We are in total agreement.
How do we change this situation for the better is the question for the UK, and most of rest of the world for that matter.
"Unfortunately"? Count your blessing that it will not be a Corbyn government, whatever happens."
...................
JC after the Salisbury poisoning suggested that the evidence for Russian involvement should be presented to Russia for their comment. I guarantee they would have laughed in his face if he'd done that.
The problem is that he's too much of an idealist, in power people like that get trapped between their ideals and cold reality. I dread to think what state Ukraine would be in now had he been PM. Trying to negotiate with Russia would have allowed them to keep the tanks rolling.
I'm not a great fan of nuclear weapons - if we ever have a WWIII where they get used there'll be no tactical element in how they get deployed, it'll be armageddon, but I'm happy we have a strong defence, Corbyn as PM would have left us too weak both militarily and diplomatically.
Etank. thanks.
From where I sit, I agree, Corbyn had his ideologies (I have read Corbyn's journey all the way back to the coups in Chile and him reporting on them), Truss, she had competition from a head of lettuce.
But all I see from Rishi and Starmar is personal greed. But governments around the globe currently are out to serve themselves not the people they are supposed to serve. On a personal level, I hate what has happened to the UK, corruption is rife in government, cronyism is running amuck. Not much better where I am tbh.
Fordm,
From where I am looking Corbyn is the direct counterpart to Liz Truss - both ideologes, that pursue their convictions with total disregard of what the country needs. The UK, are arguably, in a pretty poor spot at the moment, from a social, economic, health, etc aspect. What we need are a government that have the wellbeing of the whole country at heart- and are not just there to further their own advancement. Somehow, with the current setup I doubt that we will get that - regardless of which party forms the next government. The whole system needs a good clear out. Dare I suggest to move the electoral system to proportional representation to turn up the heat?
"Unfortunately"? Count your blessing that it will not be a Corbyn government, whatever happens."
Can someone enlighten why this is a concern? Genuinely curious why so many against the idea. I have no real skin in the game as I do not live in the UK nor do I plan on ever doing again.
But what I have seen is that the tories have killed the UK, cannot blame Labour as they have had no control of government since 2010? (I believe that was the last time I was in the UK)