Member Info for AllAtSea

There's no accounting for price movements a lot of the time. The big operators have their own reasons for what they do and they don't tell me what they are.

Pleased with my purchase anyway.

Goldman Sachs, what do they know?

I am surprised you didn't sell mid-July. The results were never going to be any better than they have been according to forecasts back then. And you'd have made a lot more.

LGEN has been my cinderella stock while it was at 230, but yesterday seemed a good buying chance at 213p.

Got paid a lovely dividend last week and just put it to good use. Stocks usually rise after I get a dividend.

Https://www.standard.co.uk/business/business-news/regulator-overhauls-uk-stock-market-rules-to-be-more-straightforward-b1169980.html

An age-old problem with the UK is the desire for instant gratification, i.e. unwillingness to invest for the longer term. This could go some way to thwarting the raiders who buy stocks for short term gains only.

Nice to see my biggest holding, POLR is doing well BTW. I joined at the ground floor a few years ago.

"CR888, why not IAG or EZJ for growth, but depends on your time horizon ? Their revenues and profits are forecast to rise materially in the next 2 years though the sector is out of favour at present maybe due to using high carbon fuels and threats of industrial disputes."

Not so sure about travel, there's a lot of turbulence causing problems; the increasing unpopularity of tourists in certain places, the stories of aircraft encountering difficulty flying conditions, and indeed, the passengers themselves:

https://www.independent.co.uk/travel/news-and-advice/ryanair-flight-diverted-marrakech-passenger-fight-footage-b2575906.html

Imagine being on that aircraft! And we're not even in the school holiday season..

M&G hires Schroders bond boss as Jim Leaviss calls time

Andrew Chorlton will replace Leaviss as CIO of the £139bn fixed income division.

https://citywire.com/selector/news/m-and-g-hires-schroders-bond-boss-as-jim-leaviss-calls-time/a2445951

I've missed the boat on DARK, have a small stake just in profit. It really irritates me that the UK can't keep manage its tech companies. POLR has done ok for me and has further potential IMO.

Any views on Alphawave (awe)? Seems to be in the right place at the right time:

https://www.investorschronicle.co.uk/news/2024/04/23/alphawave-ip-is-europe-s-best-ai-play/

Possibly not for the short term investor.

When I was in a share scheme the company had to purchase shares on the market in order to award employees with incentives. They did not 'expand the share count'.

Didn't the last govt try that on and get told where to go by AB?

"It is pleasing that Polar Capital's Assets under Management grew by 14%

over the year, from £19.2bn to £21.9bn and given the positive outlook of the business, the total dividend per share was maintained at 46.0p."

Nice one!

No takeover for PHNX, the 'bounce' was a reaction to their possible sale of Sun Life.

"The Board of Phoenix Group Holdings plc ("Phoenix Group" or "the Group") is today announcing its intention to explore a potential sale of its SunLife Limited ("SunLife") business.

SunLife is a leading provider of financial protection products direct to the over 50s market in the UK and reported profit after tax of £16 million in 2023.

Following a strategic review, the Group has concluded that this business is no longer core to the delivery of its vision of becoming the UK's leading retirement savings and income business."

My stake in GSK is modest and still in profit. I shall hold on and see what happens as it is all far too complicated for me to get my head around without hiring a lawyer.

There is also the possibility the celebrity lawyer on an ego trip might not appeal to a jury.

"This strong yield profile was chiefly why I made a “buy” case for Aviva at 342p in March 2020, when markets were clobbered by Covid. I said it was “one of the best UK stocks for income, which will eventually kick in to support price”. With 27.6p a share eventually being paid in respect of 2020, it proved an 8% yield – and if forecasts are achieved then a yield over 11% for 2025 for those who bought back then."

I must have read that. In the great sell off I sold plenty of stocks for a loss and bought AV. with the cash. AV. is now my best performer followed by MNG and POLR.

As for the election result, how can it not be priced in by now? The best thing Starmer can do is give us a break from the years of chaos we have suffered under the recent procession of useless leaders and chancellors.

"Once the share buyback ends in two weeks time is this going to fall without the support from that buying?"

No, ceteris paribus.

Could only get 497 despite my valuation showing it at 493. But I am happy.. at the moment.

Further research suggests to me that the current price offers an opportunity top up my mediocre holding in PHNX. Briggs was well thought of at Aviva but apparently not by Adrian Montague (who was until recently chairman of Thames Water).

Got a nice divi payout. Is PHNX a good home at what appears to be a good price, or is there hidden danger?

With indifference it seems, although my pf value has moved up slightly, just like on other days it moves down slightly.

I have bought more at just over 160.