Member Info for AliveandKicking

Just bought back in £50k worth so I apologise if she tanks today .Still think the selling is over done , its more the Trump/China tariff show than anything else running this sp , its as if RIO just mine and export iron ore just to china and do nothing else in the entire world.

I am hoping the big drop in BAE and BAB etc yesterday was a tree shake in view of better things to come today with BAB and Nato EU meetings etc etc , not that I understand the reason for some large drops the best of times it seems you just cant please analysts sometimes who I am sure just toss a coin like the rest of us .GLA ITS 7AM

Topped up a few more first thing due to all the bad news from around the world over the weekend, listened to an in depth review of our defence review also at the weekend .Problem with all defence reviews is Ministers and civil servants are experts in always kicking the can down the road, making loud headlines for themselves, yet deliberately vague promises to actually do xyz and buy xyz equipment , its always time lines well past their own governments term in office ! . I said before its all promises and the devil is in the detail, if it all really ever happens at all ?. Well I am im in as far as I want to be in defence stocks as they do produce very poor dividends compared to all my other stocks even RIO which is getting a kicking now. Its only the growth potential I am expecting here, if my BAE AND BAB shares cant gain 100% over the next 5 years with all these world problems, and with all these world government defence promises ! then I give up ..

Its gives me no pleasure to say it but we have 3 mad loose cannons in this world at the moment with Netanyahu, Trump and Putin just doing what they want, when they want and just screw everyone else. What is the point of the UN, Nato anymore ? Lets see how Bab and BAE respond .

I take on board what you say NMABI, BAE don't pay much divi either , they are both my growth stock punts so to speak .I think BAB doubling the divi makes not a lot but its a start and shows intent. Call me a dreamer I would like this to double in 5 years . I dont think that is too unrealistic IF the submarines are built ???? and IF BAB can have a slice of the new nuclear reactor work coming allegedly in the next decade, and If more work comes from Europe , US and Australia . I know Its all IF ,WHEN AND MAYBE but one has to hope for the best what ever share we are daft enough to pick , my BAE are doing well anyway , I sold my RR under 200 as I did not see with the number of new shares in circulation any massive rise possible!!!, and when they rose I always waited for the drop that never came, so better luck here maybe ?

Just taken my first position here with BAB so I apologise if it tanks soon. I have quietly bought BAE over the years but think this share now has more legs due to its nuclear specialisation and gov announcements re subs and nuclear power. Hoping/Dreaming for a RR style climb over the next 5 years ? . No share on earth is safe but the way the world is going this safer than most, although the divi is very poor which does surprise me a bit. Hopefully we will get specials if things get busy at BAB.

I have been looking to dip into this share for a while now , 2 things worry me Trump and the CEO who seemed to be coronated like a lot of bad ones. With factories in Mexico and Canada they seem 2 likely sell off targets ? read somewhere they are DEVELOPING a plant in the US WHICH MIGHT keep Trump happy for 5 minutes ? My RIO shares were not doing well over China but Trump is a destabilising curve ball nobody could predict and I am sure he is suppressing RIO's recovery . Guinness seems to be the only bright light here just wished I liked the drink myself although I don't smoke but love my IMB shares..I think this is a wait and see share, if it goes down to 1500 I will def pile in , but until somebody takes trumps felt tip pens off him we will all be wondering what the next exec order is coming and how it will effect our blue chips, RIO is enough pain for me at the moment.

Wish these analysts would stay out of it , its the kiss of death half the time and I am sure they just toss a coin like the rest of us, sector perform is a bland prediction unlikely to get them into trouble. Motley fool said this share and AML were 2 shares not to touch with a barge pole only recently ! , everyone has different risk levels and different expectations out of their shares. If it just consolidates for a while I will be happy don't want to be constantly in and out of this one.gla

I remember watching RR SP take off over 100 thinking it does not make any sense looking at the then fundamentals, and considering the level of dilution due to RI etc etc at the time. I thought 200 was optimistic ! yet look at it now..!!!! .Docs SP probably makes no sense to some but all I know SP make no sense the best of times, bad reports shares go up, good reports but profit doe s not meet some monkey analyst expectationss and they sink. Shares are bonkers, just enjoy the ride when they go in your favour, dont over analyse it , like life we are all going to be stung some time for no reason I assure you .

Blimey , I did buy a few and she is now in credit which rarely happens for me, I did not expect such a big jump but not complaining. I will switch off now before I jinx it completely. GLA

I will wait and see where the first 15 minutes takes us ?, people no doubt have shorts placed already , as I say if it drops a lot that may still be a good entry point ? none of us know for sure I would not bet the house on it but fortune favours the brave/Stupid .

Results look promising , and step in right direction in the USA and reduction in inventory etc etc , however I am old enough to know that what I think is irrelevant and the markets and so called experts take some contrary views at times , I think I will take a small punt so apologies if the sp tanks.

Lets see what the results bring this morning ? could be a good entry point today either way .

I have been watching these shares for a while now , its a product I grew up with although I am sure DM boots were a lot cheaper in real terms back in the 70's ? Its a case of follow your head or your heart ? here .Business is hard enough for all companies without trump screwing their chief markets with Tariffs etc .Not sure if this is a good take over target just for the name by some US company , bit like the Aston Martin basket case I am also looking at , got to be in it to win it mind you .Think there is a report coming out Thursday so this may get shorted until then ? hopefully a good entry point Thursday and Friday for some old timers like me.?GLA

I have around £90 k worth but I am down around 9% but like all shares its up and down for many many reasons many of which don't make sense. RIO is clearer than most however, You have China and the USA in a trade war with Trump , demand for iron ore also down in China due to its unbalanced economy and just when it could not get worse the CEO leaves .However being retired I live off dividends and RIO is a good payer for now ?..My IMB shares recently have also taken a kicking due to the CEO taking off into the sunset. The good ones leave and the bad ones like the Dame running GSK stay for ever , mind you BP just got rid of the looney running it..In a nut shell when the world economy finally recovers and when Trump stops upsetting the world, then who will the world turn to for its natural resources ? .RIO is in a good place , one just need lots of blind faith and patience, every share has its down side and risks. GLA

Good luck clued I feel there is money to be made , I have to wait a few months before my other investments allow access to my cash although I do hope she goes back up sooner ,but wont be surprised if we have to wait until after October to get back up too speed. We cant complain too much as we still have the Dividend, I got clobbered by Shell just after Covid, Who said never sell shell ? and I wont even mention the BP Looney. GLA I have faith in IMB, other shares do give me sleepless nights.

Stargate I never knock anybody's investment strategy and methodology as I know I get it wrong as much as anybody else ,but I wont pretend to understand what you have posted in all honesty. My gut feeling is the future loss of the CEO has provided uncertainty and an excuse to short the hell out of the SP , its nothing new ,BP, GSK and many other of my shares all suffered under new CEO postings .The recent unexplained drop before yesterday I feel was the old boy network lining their pockets before the news was officially announced .At least the new CEO is already on board IMB so it all depends if he passes muster down the road.Those without spare cash hope it bounces back asap , those with cash in bank can play the uncertainty up until 2026 .

From what I can tell all this sudden drop today and insider knowledge dropping the price during the week is because of the CEO has announced his retirement , he was a safe pair of hands compared to others and we will now be in a period of uncertainty for several months .May be some buying opportunity coming up ?

Its a very fair point to me, especially if UK armed forces are going to be risking their lives helping to keep the peace in Ukraine and defending Europe if need be .No rational person would expect the UK to be charged for the privilege of helping to defend and supply the EU with our service personnel and equipment, it beggars belief.

Well I think I might day trade this share instead if this carry's on, I am well in profit now but with so much good news about contracts , increased European defence spending etc etc, if this is not going to be BAE's golden era nothing will. My next axe to grind which I may leave till next week is why the hell does Sir Kier Starmer KC and staunch remainer allegedly agree to offer our armed forces to help defend Europe c and then agree to the French Presidents demands to pay a dividend to sell to Europe !!!.If you ask me we were on the wrong side during WW1 and WW2 Helping the French ,Nelson and Wellington must be turning in their graves.