Member Info for 1pencil

Our friendly market makers have probably read this board hence the +10% or so..

Wow, good spot Money, great post..

Just logged on 70 + posts, have we bought a pig farm lol !

The lighter side of Ai (but with a serious side too)

The Current State of ChatGPT is Horrible

https://youtu.be/6E2xbe9Sxss

It would have been a different story if your trade had worked out, but it hasn't and you need to take responsibility for that - no one else.

This is the stock market, there are no guarantees - bleating incessantly on a forum isn't going to change anything.

Hindsight investors need to look in the mirror more often.

There's the answer.

Up 5% with against a backdrop of weak EU markets, also the noticeable retreat of Ai hyperscalers..

OpenAI shelves Stargate UK in blow to Britain’s AI ambitions

Guardian

Good story on whey, problems with over supply of cheese as discussed here.

Note the US number for new or increased plants, over $11b spent on 53 factories set top open by 2028

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Whey’s boom is flipping dairy economics on their head

31-Mar-2026

Once a waste product, whey has become dairy’s hottest commodity, driving record prices, factory investments and a profound shift in the economics of global milk production

https://www.dairyreporter.com/Article/2026/03/31/how-whey-protein-is-reshaping-the-global-dairy-economy/

MyProtein returns to growth despite record-high whey prices

02-Apr-2026 by Lauren Nicolle

MyProtein, the world’s largest online sports nutrition brand, has announced a return to growth after a period of decline driven by high whey prices and a challenging rebranding initiative.

https://www.dairyreporter.com/Article/2026/04/02/myprotein-returns-to-growth-despite-record-high-whey-prices/

Interesting chart comparisons further down page:

Pharmaceuticals

Trump policies, China’s biotech boom are ending Europe’s pharma powerhouse era

Published Sat, Apr 11 20261:54 AM EDT

https://www.cnbc.com/2026/04/11/trump-pharma-tariffs-mfn-china-europe-biotech-stocks.html

China healthcare stocks outgain Hong Kong market as Middle East roils global investments

Hang Seng Healthcare Index outpaces broader market as Akeso, Innovent, Hansoh provide refuge for global investors

https://www.scmp.com/business/banking-finance/article/3349635/china-healthcare-stocks-outgain-hong-kong-market-middle-east-roils-global-investments?

We could see pent up demand for ad tech services with companies that may have tried to go it alone or postponed once again enter the market.

There are already some indications of this with MS below and S4's own green shoots recovery..

HSBC and Putnam have added modestly n March, we need an 'S4' type catalyst which may well be the VAT reclaim if successful.

iShares (fund that's linked here) have had a very good 2025 with a gain of 31.8% being overweight on financials at 22.99%, pull up charts of Barclays and Lloyds to see why.

banks do well in a high interest rate environment, consumers not so being squeezed,

These trackers have very similar models imo, and for good reason it works -

That's a great endorsement, Microsoft building alliances with media publishers..who would have thunk it 12 months ago..

Should help give a boost of much needed confidence to the sector..

Yep, it was more on buy volume equalling sales volume, i.e 40m of buys should (in theory) equate to 40m of sales unless its just shorts selling..?

If they made a sizeable acquisition which boosted earnings, that might swing it for the analysts as it would equate to organic growth rather than periodic milestone or sales payments..

I think Dario Amodei originally stated this some 12-18 months ago, the reality is however somewhat different:

'Anthropic CEO Dario Amodei predicts that AI could replace or render software engineering roles obsolete within 6 to 12 months'

Hiring engineers

'Listings for software engineer jobs on Indeed are up 11% annually, a faster clip than postings overall, according to analysis by Citadel Securities. Companies are expanding their software budgets and increasing engineer headcounts, a Bank of America survey found.

The long-term outlook for the job appears strong, too. Software developer employment will grow 15% by 2034, the Bureau of Labor Statistics projects.'

https://edition.cnn.com/2026/04/08/tech/ai-software-developer-jobs

These smaller non-dairy plants are popping up all over the place, hard to keep track as at different stages of production and research.

JBS launches cultivated protein R&D center in Brazil with US$37 million investment

April 2, 2026

https://www.proteinproductiontechnology.com/post/jbs-launches-cultivated-protein-r-d-center-in-brazil-with-us-37-million-investment

Have a read through some of the past editions to get an idea of whats going on..

https://www.proteinproductiontechnology.com/magazine

What puzzles me about this stock is the amount of shares being bought v price, its almost stagnant despite almost 40m shares being purchased since Dec

https://www.morningstar.com/stocks/xlon/hcm/ownership

''The longest march to Rome started with the first step''

1pencil 8.04.2026

..lol

One of the top three dairy whey producers worldwide..

Whey protein production doubles for FrieslandCampina

https://www.foodbusinessnews.net/articles/30110-whey-protein-production-doubles-for-frieslandcampina

'elf care stocks bouncing on news..

> The Trump administration will increase average Medicare Advantage payments by 2.48%, or more than $13 billion, in 2027, according to CMS.

> That’s significantly higher than the proposed payment rate hike of 0.09% that the government floated in January.

> Shares of UnitedHealth, CVS Health and Humana jumped in after-hours trading.

https://www.cnbc.com/2026/04/06/trump-medicare-advantage.html