Member Info for Andyagogo

Joe, 68 USD on the hedge. And it is 90% yes.

However I take you point, a few weeks ago this was looking ingenious,
less so now.

In terms of creating a more profitable medium term outlook,
oil remaining higher for longer would have been preferable,
as it helps strip sector capacity out more quickly.

On the half year results - it's available on Seeking Alpha for anyone interested.

The medium term outlook appears strong imv.

Managed 4 buys this week, was hoping for more. But not happening atm.

Will have a look in here again on any dramatic news or price action.

The best of luck to everyone in the meantime.

The PM should resign on a 200 v 117 victory

Better than a 52/48 result.

The Tory party is hopelessly divided, and that continues.

Good day for Labour, their march towards No10 contines.

Nicer problems to have )

Messy result unfortunately. Mess continues -
and that's not a reference to TM.

I had a small amount of SKG yesterday, just sold that.

High blood pressure means I can no longer trade frequently, unfortunately,
as it's one of the few things in life I'm any good at ).

On a longer term view, RYA looks rather cheap to me. Appreciate we look late
in the cycle, and there are wider uncertainties.

Without Brexit in the background think we would be at least 20% higher up.

Michael in fairness warned of a tough few years, looks about in the price
to me. If wider equity markets tank and recession hits, then the majority
of stocks are going lower, obvs! - as the youth of today say )

Well done on IAG.

Sell RYA?, Might pass on that ). I'm looking to add here.

RYA is particularly sensitive to Brexit news, it's the reason I posted last
Friday this week should see opportunities. Now we have a challenge
to May to add to the mix.

If May loses tonight, then tomorrow may be very ugly.
However, I personally would use that to add - I'm not suggesting other do!.

Perhaps an overused term, however it's apt today.

Short term trading wise, if May survives would see it
as positive for RYA, if not, then the reverse applies (short term).

Some outsized moves tomorrow either way imv.

GBP looks up against USD and EURO atm.

There should be a nice further opportunity here.

Following yesterday I think her days are very much numbered
first time I've thought this and even allowing for her incredible resilience.

Whether May would fight a no confidence vote I'm less sure on,
opportunity to leave with some dignity and stand down may be very tempting.

I have an endoscopy under GA next week to see if my Barrett's is still stable,
what a joy.

You only appreciate health once it's no longer there, like youth, one of life's ironies.

No.

It's a serious question.

Lloyds from 89 to 52 and people think Brexit is going to be wonderful??

Really, seriously?.

Because the market is saying otherwise. It's not saying in fact, it's shouting. Loudly.

Karma Police - you've been arrested.

I'm melting, I'm melting ...

The Lloyds SP.

What I'm sure on (just my view) is the current price does not factor in leaving the EU without a deal.

However, that is very unlikely. Parliamentary arithmetic makes this very difficult.

Now HMG could just ignore backbenchers, but in that case government would effectively
grind to a halt, it's a minority government to start with.

Dear oh dear.

And what about the hundreds of thousands of jobs in the UK created by the same grants.

In terms of a guesstimate on price, yes it does fulfil a purpose,
at least for me it does.

It reminds me of a potential downside on RYA, if the worst happens.

And it's exactly why I don't plunge buy.

Making a written note of potential lower price targets helps
ingrain on my brain to maintain patience.

My view may be too cautious, it could turn out today was an incredible
buying opportunity. However I'm not changing my buy slowly only method
with current levels of uncertainty. If I miss out on upside so be it.

I was expecting turbulence but this looks like choas ahead.

We are an international laughing stock, shameful.

Mr B, I did no such thing as dive in!.

I'm adding very slowly. As per last week's post I thought this
week would provide opportunities.

In term of my overall investments I'm 14.6% invested only.
I could not be much more cautiously positioned!.

4 small adds today.

I should just state at the outset this scenario is not one I foresee
(The HoC will take control of matters if the executive branch of government is unable to agree)

However, given the shambolic state of the Tory party it can't be ruled out.

So, hard Brexit price for RYA stars with a low 9 imv, towards low 8 as a plunge low.

Very much a case of IMV Only and in a hard Brexit scenario.

Giving those guesstimate prices, is also assuming the UKX
stays around current levels. If we don't hard Brexit but wider equity markets
plunged for some other reason, then most stocks get considerably cheaper.