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This tech stock crash is more a chance to go in low than a crisis. CWR is not alone in dropping rapidly. It’s just the herd getting its knickers in a twist. In my view..

Thanks for the article, some interesting stuff there. I remain very positive about investing here.

The focus was on heavy duty applications, presumably most lucrative in the short term, but aviation also has great potential. Are they reluctant to get ahead of their skis and set market expectations too far in that regard?

"From the technical side, aeronautical engineers will need to take the technologies developed in the automotive and space industries and make the technology compatible with commercial aircraft operations, notably by bringing the weight and cost down. One specific challenge is how to store hydrogen on board the aircraft. Today, liquid hydrogen storage is among the most promising options, while storing hydrogen as compressed gas poses challenges with current aircraft weight and volume requirements.

In addition, the aviation industry will need to achieve the same or better safety targets than what has been achieved with existing commercial aircraft. Indeed, extensive safety precautions are currently taken into account in the design and operation of today’s kerosene-powered aircraft. This stringent approach has ensured the industry’s consistent safety record throughout the years. Future hydrogen-propulsion systems will thus need to achieve equivalent or better safety levels before hydrogen-powered aircraft can take to the skies. "

https://www.airbus.com/newsroom/stories/hydrogen-aviation-understanding-challenges-to-widespread-adoption.html

Nice chance to buy more? Well I thought so..

468.063 is the current pe ratio. Could some kind person please explain why this is so high? I was sizing this stock up and what may be a simple explanation has escaped me.

Maybe we do need it before Thursday.

On paper Aviva should be a clear winner. It isn't but I recently got back in, in the expectation its reputation was beginning to improve. We need some self-awareness on Thursday together with news that their past is no guide to the future.

Papucei you have cropped my post. I did also what new strategy was needed. It seems you don’t know either.

Voting for change without understanding that change is not clever.

The culture inherited from the Goodwin Scott RBS era has not entirely disappeared and good old boys still need their cut.

"Aviva faces investor revolt after angering shareholders by deciding not to claw back fees from directors who oversaw preference shares scandal
By DAILY MAIL CITY & FINANCE REPORTER"

https://www.thisismoney.co.uk/money/markets/article-9535371/Aviva-faces-investor-revolt-preference-shares-scandal.html

H? Is still out there.

Suggesting the tanker change course is an excellent metaphor but what is the course that should be steered?

Simply replacing the CEO seems a little too superficial although that may be all some shareholders want. And as NewKOTB says the current CEO's marketing skills should not be dismissed lightly in a market-driven world. I doubt if chemists would cut it.

admits she is no scientist, saying she is a 'business leader'.

To be fair, she has managed to recruit good scientists so expectations for the future ought to become realised. It's not something that can happen overnight, patience is needed.

Whilst the sudden entrance of an 'activist investor' might well incentivise performance, it also carries the risk of being a distraction, blowing the management off course or worse. Elliotts have a record of very aggressive intervention entirely focussed on their own profit margin without regard for other investors.

On balance I trust Walmsley's medicine more than activist investor snake oil.

It's a useful analysis. One point he makes concerns inflation. He says that because UKW has a policy of indebtedness the interest rate rises inflation would bring would 'cripple' UKW. However, would the existing debts be affected or would it only be new debt.

I would expect UKW to borrow on fixed or constrained rates and it would also be likely that inflation would affect energy prices upwards to balance increased cost of indebtedness to some degree.

I've 16 stocks. Half are doing well to really well and half are doing rather bloody awfully. Should I sell the stars and buy more of the dogs in the hope they too will become stars? No? I thought not.

PRTC is not a dog BTW.

"Activists such as Elliott are expressions of markets’ baser instincts: whether or not it plans to push for corporate activity immediately in Glaxo’s case, they target the vulnerable and shake them up for short and medium-term gain. They are close cousins of hostile bidders. Both exist to make the antelope run faster."

But the antelope becomes someone's dinner, nonetheless.

The Times giving Segro a boost:
https://www.thetimes.co.uk/article/watch-this-space-booming-segro-advises-its-investors-2bfknw5pz

Is that a good sign? What’s in it for the dirty digger?

I'd buy now if I didn't have plenty already. And paid rather more for them than the current price!

Now out of both RDSB and BP. one at a profit the other a small loss.

Whilst I admit that fossil energy is indispensable for the time being it can only be a declining market while oil companies refuse to make a significant change in direction.

Onwards and upwards.

Hey, that doesn't happen often enough..

can't find a reason so bought a few more.

It seems that TPT have started to sell outdoor paving. It's a neat idea in that the stone-effect slabs are supported by robust plastic pillars that are easily height adjustable. An alternative to decking and traditonal paving with many advantages that I only heard about this month.

Neil,
Buy low sell high.

That's why. Do that and you make money. You clearly don't get it. I guess you are just an accountant with little understanding of the ebb and flow of human affairs.

Of course it is a gamble, life is a gamble.