Member Info for 5percent

If you look at other defence eg avon, serco, you will see they all spiked in the afternoon. Sometimes it takes an hour or so for the market to react.

Pretty certain defence spend announced today. All defence stocks spiked about 14 00. Capita does some defence.

I don't really get the long discussion here about labour government reducing profits. It cuts both ways. I don't think the government is currently being ripped off, so I don't see scope for them to reduce costs To me , the focus is the balance sheet and the debt. If this is manageable and the company doesn't go bust, which seems unlikely given the orders already booked, then the scale and spread of activities gives great upside medium term

I really know nothing, but points worth looking at might include

US market opening and fluctuation in US treasury rates

Does lloyds shares trade on US exchanges ? I think so. So really the USA market could be the driver

Thanks

Thanks, Wednesday to hold breath then

Could somebody please tell me when the next results or statement is please ?

I just think higher interest rates equals higher margins equals higher sp. This is borne out by the last week. Did somebody say results or statement soon ?

Yes defence should be up Monday and the woman in congress won't love me anymore

Thanks

That seems logical to me

I think insurers a good play in this environment maybe banks also

Is it true that if interest rates go up, insurers make higher profits ?

Would appreciate opinions. I have no fixed view

Please tell me if I am right or wrong

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Banks make more money when interest rates go up

Therefore a bank is a interest rate hedge.

Right now the supposed reduction in rates seems less likely, so barclays probably undervalued

Happy to be told this is rubbish, I want opinions

Will be well up soon, Iran Israel will calm down

Short term debt a concern, long term debt not really. Some companies switch it for the published accounts, the auditors are usually not too fussy, after all they are getting paid

I accept that a retail investor can react faster than a pension fund. But I get the impression the brokers adjust the price fast enough indeed instantly on any actual news.

Zener accept your logic

Just not sure how predict short term movements

Would actually be interested

Exciting. Well they found out smoking is bad for you there

Somebody here says they sell when sentiment is turning against a stock. Not sure I would not buy, as sentiment is emotion not reality. Of course short term trading is different to long term.

My experience is that selling at a loss is always a mistake. The market is fickle and the price seldom reflects the true value. If you went in, why go out .by the way, you don't all seem to be great chums here. Suggest cool it , show some love babes

Wow and he makes money that way ?