Member Info for AllAtSea

..I'd have bought a shipload more a couple of weeks ago!!

;-)

The split was something Neil Woodford campaigned for way back.

Neil Woodford said GlaxoSmithKline needs radical restructuring.

"The founder of Woodford Investment Management said GSK should be divided into separate companies, rather than run as a single £65bn giant.

In an exclusive interview with Radio 5 live's Wake up to Money he said GSK is so complicated it is "like four FTSE 100 companies bolted together".

And, he says, the pharmaceuticals giant does not "do a particularly good job of managing all of the constituent parts".

Dressed in jeans and a jumper, he talks freely, with fluency and with the confidence of someone whose portfolio of investments have comfortably and consistently outperformed the stock market."

https://www.bbc.co.uk/news/business-35259184

He was a top 10 investor before dumping GSK.

I think Neil that really you are busy wasting your time on internet forums winding people up under who knows how many identities ;-)

Neil, you are the one wasting money. By spending your time on here instead of buying other stocks. Of course it is much easier just to keep playing the jeremiah than actually achieving something. Maybe you have no money to invest, in which case you have my sympathy if not my admiration.

How much resistance is there in the system?

Have found Berenburg to be one of the more credible brokers. A few years back they correctly advised me to dump Aviva, other ratings were all buy. If only I had dumped Aviva when they said.

When shopping in Tesco I watch the stockpickers with the large trolleys and boxes being hampered by customers and vice versa and I think that is no way run a modern service. Ten years ago maybe.

A recent article (Motley Fool?) said Tesco was set fair to be the world's next Amazon. What world is that, I wondered.

You might not like this article, daniel:

https://www.dailymail.co.uk/sciencetech/article-1321480/Why-Britain-windy-past-30-years.html

"An important question is whether wind power energy production is likely to be affected by wind stilling in the future,' said Dr Vautard.

'Over the past 30 years surface winds underwent an average 10 per cent decrease with larger trends at stronger winds. As wind electricity production is much more efficient at stronger winds, a continuation of such trends would lead to a major loss of wind power production."

As far as I can see there appears no real evidence that wind is vulnerable to exceptionally calm periods.

But you can always spread your own investments between alternative renewable energy companies, can you not?

Whilst I remain convinced TTG is a good company I feel that its prospects are not going to be due to Virolens. I took profits and got into other options, one of which CWR has already paid off and looks good for the future.

I feel that the competition to provide virus testing is simply too great to speculate on. The market rarely fails to spot opportunities IME.

You mean Neil? I am wondering that.

https://www.gov.uk/order-coronavirus-rapid-lateral-flow-tests

https://www.gov.uk/find-covid-19-lateral-flow-test-site

Reporting on 15 April.

It is a good company. But over-hyped. I may get back in having made good profits but only around 190-200p

If only you could afford their hourly rate..

I've had the notification it's been credited but it's not in my cash available!

Luckily I don't want to spend it today.

My posts disappear. I post again and get duplicates.

Sorry folks!

It is a well-worn cliché that the people who make money during a gold rush are the ones selling the shovels. From controlling warehouse floor space to understanding how to deliver supply chain efficiencies, logistics companies provide the tools by which global e-commerce functions. The result of this is an industry now valued at c.£310bn globally and anticipated to grow at c.5% CAGR until 2025. Private equity has been quick to recognise the return potential implied by these sector fundamentals.
https://theloadstar.com/why-private-equity-is-into-logistics-and-here-to-stay/

TOP NEWS: Segro collects 89% of rent due for second quarter of 2021
https://www.lse.co.uk/news/top-news-segro-collects-89-of-rent-due-for-second-quarter-of-2021-v942rheztc93iv9.html

"It is a well-worn cliché that the people who make money during a gold rush are the ones selling the shovels. From controlling warehouse floor space to understanding how to deliver supply chain efficiencies, logistics companies provide the tools by which global e-commerce functions. The result of this is an industry now valued at c.£310bn globally and anticipated to grow at c.5% CAGR until 2025. Private equity has been quick to recognise the return potential implied by these sector fundamentals."

https://theloadstar.com/why-private-equity-is-into-logistics-and-here-to-stay/

Interesting article about where the money is going:
https://theloadstar.com/why-private-equity-is-into-logistics-and-here-to-stay/

OCDO is hot property.