Member Info for Alan-by-the-sea

Hello S-b-a,
Perks are for those with 100+ shares, CCL.L holders are included:
https://www.carnivalcorp.com/static-files/50351a91-4dc0-4f6b-bfec-684647e6129f

Our big day this month is on Friday 20th, though looking historically figures seem to be released after-hours the day before. I'm surprised that they're not released at a time when both London and New York are both trading, as with GSK.
https://uk.finance.yahoo.com/news/carnival-plc-carnival-hold-fourth-153200628.html
I'm hoping for sheer boredom on 20th this year ie no surprises now fuel prices have moderated a bit and my own silver-haired generation seems somehow to be increasing in longevity, sometimes wealth and willingness to cruise.

Good evening to Australian friends.....
https://www.lse.co.uk/rns/KOD/interim-results-tbjfvqsbjz54ais.html

ITV PLC Marshall Wace LLP 0.79% -0.10%
https://shorttracker.co.uk/daily/
https://www.fca.org.uk/publication/data/short-positions-daily-update.xls
I'm not particularly into the youngsters' ultra-competitive lark, you know my earlier postings, thanks for the useful support from your humans or algos yesterday, gives me extra confidence in prospects for own ITV.L holding.

Odey wise as usual and knows how cyclicals run and has taken advantage of recent prices to buy back yet more borrowed stock and is no longer in the public notification area. This has been and perhaps will continue to be (in the private area) good support at a very flat time while Phil White, Tony Bramall and the board implement their strategy and ride the economic cycle.
Lookers plc ODEY ASSET MANAGEMENT LLP 0.46% -0.11%
https://shorttracker.co.uk/daily/
https://www.fca.org.uk/publication/data/short-positions-daily-update.xls

The excellent asset backing (see lower down the RNS of 1 Nov) also probably assisted in the much more measured response of the past four weeks, it's well known that markets sometimes fire first and take aim afterwards, the reason I've been able to pick up some very cheap Lookers stock to average down on my much older purchases in better economic times for the industry, as I can hold for those to return even though noone (except perhaps Crispin Odey :-) can predict when they'll be.

I know that a few of you are in this stock as a past recommendation of this former broker. For the vast majority able to make an easy portal claim, you should be back in action between January and March 2020. The letters are coming out at present:
https://www.leonardcurtis.co.uk/SVS/ (note you there are extra downloads beyond the default screen)

For the vast majority able to make an easy portal claim, you should be back in action between January and March 2020. The letters are coming out at present:
https://www.leonardcurtis.co.uk/SVS/ (note you there are extra downloads beyond the default screen)

For the vast majority able to make an easy portal claim, you should be back in action between January and March 2020. The letters are coming out at present:
https://www.leonardcurtis.co.uk/SVS/ (note you there are extra downloads beyond the default screen)

For the vast majority able to make an easy portal claim, you should be back in action between January and March 2020. The letters are coming out at present:
https://www.leonardcurtis.co.uk/SVS/ (note you there are extra downloads beyond the default screen)

For the vast majority able to make an easy portal claim, you should be back in action between January and March 2020. The letters are coming out at present:
https://www.leonardcurtis.co.uk/SVS/ (note you there are extra downloads beyond the default screen)

For the vast majority able to make an easy portal claim, you should be back in action between January and March 2020. The letters are coming out at present:
https://www.leonardcurtis.co.uk/SVS/ (note you there are extra downloads beyond the default screen)

Agree on the public shorters and their relative non-involvement was quite a surprise and a relief, the single change last Thursday is insignificant in price influence overall:
IQE PLC Coltrane Asset Management, L.P. 4.43% +0.10% (as highlighted here earlier).
https://shorttracker.co.uk/daily/20191121/
My only conclusion is that with such volatility they couldn't predict the situation after the first few hours any better than we could as long shareholders. Whereas a major shareholder wanting to reduce (and possibly buy some or all back later) is far more in control - at least until another major is attracted by the cheaper price.

25-Nov-19 16:35:19 140.05 3,591,762 Buy* 139.95 140.05 5m UT
GreenWolf, the Uncrossed Trade between market makers in the auction at 16:35 is the most important one of the day, particularly if they bid higher than most of the late transactions. Sometimes it affects the following day and sometimes it doesn't of course! HTH Alan

£1,552.60 spare from a dividend paid today so another 110 in the kitty @ £13.99955.

Mr Market is back to being illogical and mysterious, so still happy simply to take advantage of the excellent value since the same people were happy to pay £15 a few days ago after the pleasing results and nothing much has changed. IIRC Shares Magazine (probably the issue of 14 Nov) had BGEO the best value of all the FTSE350 when analysed via fairly familiar criteria in a table along with Aviva etc.

Plebleens perhaps away from screen and missed the excellent third one for Thursday released around 16:30:
PREMIER OIL PLC AHL Partners LLP 1.18% -0.10%
Nicely done today as well by the looks of things.

https://www.lse.co.uk/news/ITV/berenberg-maintains-hold-rating-on-itv-k3ygt9jhu9vh68y.html

Perhaps Ms Simon needs to get out a bit more?

Over two decades now since I had enjoyed similar title in WC1, but how can a share @ £1.3263 when the Note was released be a hold in real life even with dividends if she genuinely thinks it will be £1.25 in 12 months' time? Sell too high-profile and liable to be wrong via upside surprise perhaps? Is she expecting the market overall to do the same thus ITV no better or worse? Any interested parties influencing the emphasis? Never mind SDN, why no mention of debt rates and levels and choice of borrowing currency working well now and explaining any hedging?

A J Bell had some analysis which IIRC meant that the consensus figures and their direction mean a lot more over time than the individual recommendations, and I've find that helpful in general terms and that should be true with ITV. After all, take out the cash specifices and 100% strong buys can only get altered in one direction......

Welcome Figgsey, yep markets are really annoying when they do that to you without a new public shorter in sight, reasonably confident you've made a good choice. I've put my transactions in older postings and they average higher after divis, part of diversified longer-term investing I guess and ITV isn't one that gives me sleepless nights. Former DCG.L was a lower-profile UK equivalent in a very different sector but I averaged down a lot there and there was a very happy ending :-)

https://www.lse.co.uk/rns/IQE/iqe-wins-raytheon-premier-supplier-award-8514czrci83weta.html

Netflix Signs Multi-Year Deal With Nickelodeon
Same without the European blockage presumably caused by the annoying insistence on cookies worldwide:
https://nebraskanews.org/entertainment/netflix-signs-multi-year-deal-nickelodeon-28820022
Original source quoted as The Inquisitr
Nice to be back to a logical and satisfactory day for ITV on the markets again.

Sort of postscript to my last message, live price is £1.332 live at present and stable with these knee-jerk reactions as others have different strategies for protecting their capital or making short-term money. Most of us can't change studied portfolio strategy day to day and have to accept that there's a (10%?) risk that the man might put the world into recession accidentally - most politicians (if not minority control political systems!) will compromise for self-interest and those they represent. There's cheap stock around at such times as Nige implies, probably when price levels out for a time as at 09:38. Glencore buyers at £2.24 will testify to that, even though they've seen £2.61 and Trumping £2.40 in the past eight days, at least we shouldn't see that volatility here, buying into good to excellent companies at good prices nearly always rewards in the end.

Correct sentiments as usual chaps, damned if you do (succeed) and damned if you don't came to mind when I checked live figures without the bigger picture at 08:05, with some nice carry-over headlines from yesterday still showing on the summaries and mainstream press. Strange rising combination today at Mr & Mrs Market of defensives and housebuilders after Taylor Wimpey pleased today. This means that everything not in today's favoured categories those has twice the red figures that one would expect from the FTSE-100 and 250 indices. But at least it's nothing that ITV has done!

Fascinating to watch the real-time, the first buyer's charge that pushed bid & offer over brought the expected sales orders and the algos or humans immediately knocked things back over a halfpenny.

The second one had a little of the same but the retrace was only for a few seconds. Then stable at around 140.05p-140.15p for quite a time which I'm very happy with after 69 minutes even though the share price now hovers just under. Personally I always set myself something slightly below eg 139p, 149p, 159p, 169p "or so" to avoid these distractions and similar buys at (say) xx1p when bargain hunting! Still a firm holder on ITV though, only dividend cash to spend at present on any increase.