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Broke,

GoCPI posts some reasonable summaries which I would concur with, many investors are positioning themselves for a a turn at some point but agree its still uncertain.

Maybe hedge your bets with other companies, consider diversifying if not done so already.

Check back but i am sure one or two of the BoE committee voted for a 0.5% cut last time despite the public message, service sector both here and US is on it uppers back to levels not seen in years.

In my view rates have to come down to keep the plates spinning, a generation have grown up on ultra low rates

Americans owe $1.655 trillion in auto loan debt

Overall vehicle debt has increased by 73.3% between Q4 2014 ($955 billion) and Q4 2024 ($1.655 trillion), according to the Federal Reserve Bank of New York.

https://www.lendingtree.com/auto/debt-statistics/#:~:text=Auto%20loan%20debt%20is%20the,auto%20loans%20in%20Q3%202024.

.

REVB, sale lots of interest, interested to see where this ends up.

If we get a TR1 this week from Frasers that will be over two months to acquire 1% assuming thats the next declaration.

Bunch of early doors trades, Knowbody that's one heck of a brave move if yours..

hong kong, shanghai & florham park, nj - thursday, june 5, 2025: hutchmed (china) limited ("hutchmed") (nasdaq/aim:hcm; hkex:13) and innovent biologics, inc. ("innovent") (hkex: 01801) today jointly announce that the new drug application ("nda") for the combination of fru*****inib and sintilimab for the treatment of patients with locally advanced or metastatic renal cell carcinoma who have failed prior treatment with one tyrosine kinase inhibitor ("tki") has been accepted for review by the china national medical products administration ("nmpa").

hit $26 hk up 5% or so, now flat to down - innovent down 4.4%

S4 is not alone in the 'Jam tomorrow' category, there are many small caps which simply lack the momentum of larger companies to endure downturns, this one has been longer than many expected though with rates still elevated along with of course inflation.

Many analysts/market commentators will tell you central bank interest rates decisions are unconnected, independent from what everyone else is doing but this is not correct imo, each country has to remain competitive to draw in capital and ultimately spend it-

This was evident when the ECB went negative on rates to encourage (force) spending, China is currently in the same boat as consumers hold onto savings.

If the ECB cuts rates today both UK and Fed are unlikely to be far behind as this graph illustrates.

Monthly Federal funds effective rate, European Central Bank fixed interest rate, and Bank of England Bank Rate from January 2003 to April 2025

https://www.statista.com/statistics/1470953/monthy-fed-funds-ecb-boe-interest-rates/

..in other news

Surely now we might see some director buying post AGM TU ?

Glanced at Edwards LinkedIn profile, he has been part of THG's board for nine years plus so definitely worth a try contacting him.

Interestingly he also sits on the board of > Nuxe is a French based international Skincare brand

knowbody > crumbs ..

ECB look set to cut again tomorrow which might add pressure for other central banks.

https://www.cnbc.com/2025/06/04/the-ecb-is-almost-guaranteed-to-cut-rates-what-could-it-do-next.html

The trackers which play a huge role in UK markets have consistently held financials why above any other grouping, lower rates should see a re-balancing in due course as lower rates normally mean lower bank profits via lending (especially if they go negative gain).

Meant to post this the other day, for those wishing to contact board members Edward Koopman might have some empathy with holders.

Edward Koopman

Managing Director at Sofina

* Sofina is represented in the decision-making bodies of the company.

https://www.sofinagroup.com/project/the-hut-group/

The Hang Seng Biotech Index which holds HCM is doing particularly well, just broken through what looks to be three year high.

MSCI healthcare index just updated and showing signs of life, also at 2 year high.

https://www.msci.com/documents/10199/53d45d8e-28a9-4a1f-8f91-c9dfddaf10bc

Sellers exhausted ?

Must admit I was on the fence with this mornings update but pleased to see a bit of green..reads well but clearly not out of the woods just yet..

I thought it was bad enough raising the price to stay in, but dropping it next day is just farcical.

..on the up side at least we know props are having difficulty filling an order to justify such extreme actions..

Moneymad, ditto, never seen anything like this, so blatant.

market.abuse@fca.org.uk

C34m volume today/yesterday, whats that around 2.5% of issued share cap?

Couple of thoughts on these last two reshuffle dates;

> surely it sets a line in the sand in terms of share price if every time a review comes around this happens

> shares have to come from somewhere, would like to think ETF's/trackers have less reducing volatility

..in other news

ECB inflation below prompting further rate cut speculation

Right, off for a pint ..(not Skol bol)

What a finale, if Frasers have mopped up this little lot we should see a change in dynamics.

28p should do it, what a fiasco..

Is that the sound of a TR1 typewriter..

From the general description below, Meta are aiming at Ai for small users who typically run their own small ads for Amazon/ebay products similar to how Tiktok works, some confusion here.

Meanwhile prop traders will chance their arm on anything sentiment related..

Using the link below (https://www.chinaamc.com.hk/ETF/Biotech/en/) scroll down to holdings, then a further link 'Click to know more' ends up here:

https://www.hsi.com.hk/eng/indexes/all-indexes/hshkbio

These two look different, indeed the price quotes are similar but not the same, also both charts time frames are quite a bit out.

Perhaps there has been some consolidation, although I couldn't see 3069.HK code mentioned on the latter listing?

S4 has embraced Ai, its all they ever talk about being a digital only company, couldn't ask for a better opportunity provided they can capitalise ahead of the pack.

Interesting debate in the world of art where non-Ai work is marked as such carrying a premium, lets face it an Ai generated Picasso is never going to command millions.

Looking at SMS's non stop schedule of media interviews I often wonder, is he promoting the company or putting it up for sale, could be a bit of both I suppose.

Breakdown of their holdings listed here which includes the rabbit at 1.61%

https://www.hsi.com.hk/static/uploads/contents/en/dl_centre/factsheets/hshkbioe.pdf

3069 data on their home page could do with an update,

https://www.chinaamc.com.hk/ETF/Biotech/en/

That said the actual index is performing well at all time highs, volume for 2025 strong too

https://tinyurl.com/3ka9zb9s

It could also explain the strength in Innovent share prices as its their 2nd largest holding

2 1801.HK Innovent Bio 7.78

Divi very welcome, makes holding during these turbulent times that bit easier.

Paying a regular divi also appeals to more LT funds that hold for income as well as capital appreciation.

Patient Opportunity Trust submitted their quarterly return, no change at 30m - as mentioned, hope to see shares moving from volatile trackers/ETF holders to safer, sticker hands with the likes of Third Ave and others, early days but so far encouraging.

Thanks Auson, as mentioned before these lists by third parties such as Bloomberg, Morningstar are often inaccurate, always best to verify.

OP looks to have a duplicates in there also..