Member Info for Andyagogo

Couple of comparison, Vod v Orange SA over 5 years - Vod v VZN over 5 years.

Huge underperformance by VOD in share price terms.

With respect, if that is your view, you don't understand the current parliamentary arithmetic.
If the Tory Party had a 50-60 plus majority,
that would be a practical option. They don't, it's not.

FT lead story.

Try not to get emotional when reading, instead ask
yourself the question..how will this be resolved?.

If your answer is..Hard Brexit...that is incorrect in practice,
as there is no HoC majority for this.

So back to square one, how will this be resolved..

Customs Union membership (sold as 'temporary' until xyz..)
another general election, or another referendum.

And if you doubt this..no HoC majority for a hard Brexit,
or for a hard NI border.

Take back control, more like loosing control.
I think it unlikely MP's would support another GE,
Or a new referendum, so customs union is what remains.

The Times - Corbyn fearing rich put homes on market
for a quick get away.

Lower prices would suit me definitely.
However wanting, and getting are often two different things.

EZJ and RYA are already deep in to bear market territories in any case,
so arguably a lot of the damage is already done.

FT - Ultra-rich shift assets as fear of Labour mounts.
I read that after my post.

Mentioned this last week re wider markets.

May pay to keep a bit of cash on the sidelines.

For those interested in the dividend,
it may be worth bearing in mind the EZJ dividend policy.

Higher POO helps strip out capacity medium term, that's the benefit
of the short term pain. I thought we were close to a peak @ Brent in the low 80's,
got that one wrong.

Wonder is this the beginning phase of a sell off,
fools game I suppose to conjecture.

I sold my BRCI and ASCI this morning. Down to 5 holdings now.

Mentioned last week it may be worth keeping an eye on US
longer term rates. Well today yields have surged.

Leaving aside the political aspects - Trump's decision on Iranian oil,
his attacks on the Federal Reserve, and the huge fiscal stimulus
applied to a US economy in late cycle, are beginning to come
home to roost.

There is a UK economy comparison from the late 1980's- the "Lawson Boom".
Thats what this reminds me of, there are differences clearly. As Mark Twain said - history does not repeat but it does rhyme.

surging higher in US afternoon trade.

FFS Never allow edits here! )).

Does not look like any more buys for me atm,
unless this early priced action reverses.

I hearby apologize in advance for any spelling, grammatical or other errors,
of which I make many.

I sometimes strive to insert assonance, alliteration and sibilance in to the same posts ;.

An Edit function would be most appreciated on LSE.

Telegraph - Migration rises as non-EU workers make up for the
fall in EU arrivals.

So let's look at the reality of what's happening, going to happen...

The UK is swapping EU migrants, mostly from a Judeo-Christian cultural background,
to something let's say, more diverse.

Non EU migration was never really discussed during the referendum campaign,
or the annual numbers - the stats are feely available though.

And all of those lovely trade deals to be signed, guess what a main priority is?,
you guessed it, easier migration rules!.

India have already made this crystal clear, as have multiple African nations
from May's recent trip.

I'm estimating that taking back control (re migration) is going to look an awful lot
different in reality, than many anticipated, an awful lot different.

Mustard - that was my very point.

The Lloyds SP is now in a major bear market (% decline from the cycle ATH).

Wider UKX is not even in a minor correction.

What's compelling about 55 pence as a buy price?,
It's a catchy number. Based on what.. yield, PE, ....

Lloyds now entering a major bear market, many people estimate the start of
a major bear market at 30-35% from the previous cycle high.

And this with the UKX not even in a minor correction zone, oh my.

I posted a symbol of a bear, for bear market,
should have realised it would not let me post a picture.

Anyway, question still stands...

Market ?

Can anyone guesstimate the % decline, I'm thinking here of the mean
average peak/trough % declines over the last 3 bear markets?.

Hint, the answer is ugly.

I watched their .. Popadom Rap sketch last week ).