Member Info for AllAtSea

Had GAW until 2021 after my brother said it was rubbish! One of my biggest investment mistakes. I am looking to get back in today having taken profits from some SpaceX related stocks in which I had too large a holding for comfort.

The problem with this stock for me is its dependence on East/West relations. Every indicator from the the West's boss nation, the USA, suggests that tensions will remain or more likely rise. This may be good for price volatility if you trade, but as long term investment it is risky. Its yield also remains unattractive.

I can remember when it hived off MNG the experts got it dead wrong and MNG has consistently outperformed its larger rival. Every while I look at Pru to see if anything has changed for the better, so far it hasn't.

“ SpaceX lands investment-grade credit ratings as shares tumble from record high”

https://share.google/jHXcsNb4CFpW1PfNe

“Remember Alphabet? Why Polar’s Rogoff has bought into SpaceX“

https://citywire.com/wealth-manager/news/remember-alphabet-why-polar-s-rogoff-has-bought-into-spacex/a2492478

Now my biggest holding. After SpaceX of course ;)

I wonder how that short position, now closed, worked out?

I'm suggesting that the big players taper in the effects of the buy-backs as they happen and can react faster than my cat can climb the curtains.

Too impatient, me. I see this as an opportunity worth taking now in the long run. Bought more, anyway. And they went up too!

Could happen.. He paid TotalEnergy $1bn to stop building wind farms that it wasn't actually building.

https://grist.org/politics/trump-interior-offshore-wind-total/

I guess Amanda must own a long spoon.

Doesn't it have ANYTHING that they need for AI?

Bought more today. Amanda Blanc has again been chosen by the BP board to search for a better company chair. That's no easy task.

29 May 2026:

"Aviva shares, down 8 per cent in 2026, have been soft this year against insurance peers such as Legal & General and Standard Life. Blanc took advantage of this underperformance when she bought £43,000-worth of shares on May 15. Her husband Ken made a larger purchase on the same day when he picked up £64,000-worth of shares."

https://www.ft.com/content/81b4ab10-f704-45f8-824f-f25a437a0adf

It's very strange to see a short position on Aviva at the same time Berenberg has a buy rating. Although they have reduced the value of the short. I certainly agree that the CEO should stick to running. Av. But anyway I have bought a few more at this price since I cannot find any reason not to.

IMO Aviva is a good stock to buy if want low risk, but low risk means it is not going to fly after recent good rises. Currently it is digesting Direct Line and some might be concerned about the pay off, but other than that I can see nothing to worry about as a long term hold to take advantage of dividends. It might also offer less risk in case of an AI bubble. Just my opinion of course, DYOR.

Janus Henderson believes in Rosebank

https://citywire.com/investment-trust-insider/news/expert-view-rosebank-mandg-ab-dynamic-volex-and-cranswick/a2488697?refea=222385&link_id=2166387

Still over 6% yield..

Which ceasefire?

Bought more on Weds after reading some upbeat news of an admittedly tenuous nature. I feel that the current management is well focussed on developing ULVR, but time will tell if they are heading in the right direction.

Bought more this morning. I had a feeling. No long term plan or research, ignored the experts. Let us hope AV. does not have its own Gulf of Hormuz.

I have cash waiting. ex-Div 26/3, pay 14/5.

Can't see how the war in the Middle East can end under the current regimes in the USA and Israel, so best to wait IMO. It makes no sense to me so it's just a guessing game.