Member Info for Asperger1

Barnier makes HUGE concession paving way for November deal in landmark Brexit breakthrough

MICHEL Barnier has claimed the European Union is “ready to improve” its Irish border proposal, the European Council summit in October will be the “moment of truth” for Brexit negotiations.

https://www.express.co.uk/news/politics/1019453/Brexit-news-Michel-Barnier-Irish-border-EU-latest-Theresa-May-European-Union

The Chequers Plan -
✅ Ends free movement of people
✅ Ends the role of the European Court of Justice in UK affairs
✅ Ends annual payments to the EU budget
✅ Out of The Common Agricultural Policy
✅ Out of The Common Fisheries Policy
✅ Enables the UK to reach separate non-EU trade deals
✅ UK can choose to "maintain a common rulebook for goods"
✅ Avoids requirement for a hard Irish border
✅ The UK to have "regulatory flexibility" for services

The Chequers Plan - Delivering the will of the people.

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A1

Lloyds Banking Group And Brexit: Baby Out With The Bath Water
by Giovanni DiMauro

Summary -
Brexit fears creating generational buying opportunity for Lloyds Banking Group.

Company grows EPS 45%, raises dividend and guidance but sells off 10% in August.

UK and the EU posturing to get the best Brexit deal.

Lloyds Banking Group seeing no deterioration in loan book and has record deposits.

Lloyds Banking Group PLC (LYG) is getting no respect from the street due to Brexit fears. The stock closed the week at a level that the stock traded to in 2016, and 2013 when Lloyds was still government owned.

As a trader I am constantly on the lookout for opportunities to trade and invest in great companies that are significantly undervalued. Lloyds Banking Group fits that bill to perfection.

Simply put, I think the stock has a 50% gain in store over the next year.

Management is doing a stellar job of growing capital and delivering strong profits in an uncertain situation.

https://seekingalpha.com/article/4206679-lloyds-banking-group-brexit-baby-bath-water

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A1

The Chequers Brexit plan -

✅ Ends free movement of people
✅ Ends the role of the European Court of Justice in UK affairs
✅ Ends annual payments to the EU budget
✅ Enables the UK to reach separate non-EU trade deals
✅ UK can choose to "maintain a common rulebook for goods"
✅ Avoids requirement for a hard Irish border
✅ UK to have "regulatory flexibility" for services

The Chequers Brexit plan - Delivering what the people vote for.

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A1

HBOS Reading fraud 'should be subject of new Police Scotland probe' according to APPG

The all-party parliamentary group (APPG) on fair business banking has urged Police Scotland to further investigate the HBOS Reading fraud.

The call comes during the 10th anniversary of the global financial crisis.

A Lloyds Banking Group spokesperson said: “We would always fully assist with any such enquiry were one to be launched.”

https://www.insider.co.uk/news/hbos-reading-lloyds-police-scotland-13257307

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A1

✅ Market leading sustainable/escalating divi
✅ Escalating profits
✅ Surplus profits = buybacks and/or special divi's
✅ Undervalued - historically low P/E
✅ Well capitalized, low risk model with a competitive advantage
✅ Organic growth and acquisition potential
✅ Potential SP uplift on sentiment reversal

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A1

Livestock - would be interesting to see Lloy ranking if it included value returned to shareholders via buybacks

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A1

My usual weekend update,
I started this fantasy portfolio in 2016 to challenge various posters perception that Lloy is 'the worst share ever' or a 'dog of a share', on the 8th Oct 2016 I invited WL/Newchurch to choose an alternative ftse 100 company so I could run a comparison

On 8th Oct 2016 - 1000 quid bought 206 BP. shares & 1905 Lloy shares
Today's value
BP. 206 @ 550 = 1133
Lloy 1905 @ 58.9 = 1122

In April 2017 Invest4life suggested I add Glencore -
On 22-4-17 - 1000 quid bought 335 Glen shares & 1553 Lloy shares
Today's value
Glen 335 @ 302 = 1012
Lloy 1553 @ 58.9 = 915

In May 2017 Pugsy suggested I add Ocado -
On 22-5-17 - 1000 quid bought 331 Ocdo shares & 1392 Lloy shares
Today's value
Ocdo 331 @ 915 = 3029
Lloy 1392 @ 58.9 = 820

In July 2017 Nucky suggested I add RBS -
On 12-7-17 1000 quid bought 384 RBS & 1512 Lloy
Today's value
RBS 384 @ 246 = 945
Lloy 1512 @ 58.9 = 891

In July 2017 Utrickytrees asked that I add BARC -
On 30-7-17 1000 quid bought 479 Barc & 1504 Lloy
Today's value
Barc 479 @ 171= 819
Lloy 1504 @ 58.9 = 886

On 9-9-18 Motley Fool recommended Diageo over Lloyds
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 2670 = £996
Lloy 1704 @ 58.9 = £1003

This weeks observation - Most up a shade except for Ocdo, Barc & new entry Dge - BP. overtakes Lloy - banks still mostly neck & neck, OMG still wish I'd bought Ocdo,

Overall conclusion -
A very basic comparison that does no include divi yield, IMO those still suggesting Lloy is 'the worst share ever' or a 'dog of a share' seriously need to examine their concept of investing.

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A1

Sorry guys - had nice day out to https://www.altontowers.com/ with Family & friends

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A1

Yeah Andy - its no surprise Corbyn will try to vote down 'any' Tory Brexit deal - so desperate is he for power - good chance for the moderates in the Labour party to vote against his instructions, give him a bloody nose, closely followed by a vote of no confidence in him,

Hopefully only incredibly ugly for Corbyn

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A1

Fake news -
Seems Carney wasn't 'predicting' a house price collapse, In the closed meeting he was just outlining 'what if' there was a 35% house price drop over 3yrs, and the answer was, the banking sector could cope.

Oh how the media love to twist things around to generate a story, bank bashing still alive & well in some minds lol

IMO - and so what if there was a house price drop? a number of people would be in negative equity for a few years, no problem unless you want to sell, a home is for living in - no speculating with, On the plus side any drop would help 1st time buyer (more business for Lloy)

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A1

UTT - LLoy has been stress tested to the extreme and can easily withstand Carneys 'project fear' scenario - So sorry Carney, no fear here.
Facts are -
House prices have been pretty steady since the crash (ie no bubble), There's a shortage (we can't build them fast enough), The population keeps rising, Post Brexit any immigration is likely to be selective (ie higher earners), Unlikely any 'crash' will be in a sector that we're already looking at and have prepared for.

♞ 💰 💰 💰 📈 ❤️
A1

✅ Market leading sustainable/escalating divi
✅ Escalating profits
✅ Surplus profits = buybacks and/or special divi's
✅ Undervalued - historically low P/E
✅ Well capitalized, low risk model with a competitive advantage
✅ Organic growth and acquisition potential
✅ Potential SP uplift on sentiment reversal

♞ 💰 💰 💰 📈 ❤️
A1

Bank bashing alive and well 10 years on from the financial crash lol

Stupid woman on the TV scaremongering this morning, saying 'nothing has change', 'it could crash again', 'work out how much the crash has cost you over 10 years',
And the irony/hypocrisy of Gordon Brown saying 'we're sleepwalking into another crash' is truly staggering,

Lefty Labour activists peddling an agenda, yawn!!!

♞ 💰 💰 💰 📈 ❤️
A1

fantasy portfolio addition -

Motley Fool recommended DGE over Lloy
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 2685 = £1000
Lloy 1704 @ .587 = £1000

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A1

Why I’d shun the Lloyds share price, and pile into this dynamic FTSE 100 stock
The Motley Fool
Sep 9th 2018 4:58AM

https://www.aol.co.uk/news/2018/09/09/why-ia-d-shun-the-lloyds-share-price-and-pile-into-this-dynami/

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A1

Strange how some think Lloyds directors aren't entitled to market rate earnings and rewards, is it jealousy or good old Lloyds bashing I wonder?

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A1

If 'what' carries on?

♞ 💰 💰 💰 📈 ❤️
A1

My usual weekend update,
I started this fantasy portfolio in 2016 to challenge various posters perception that Lloy is 'the worst share ever' or a 'dog of a share', on the 8th Oct 2016 I invited WL/Newchurch to choose an alternative ftse 100 company so I could run a comparison

On 8th Oct 2016 - 1000 quid bought 206 BP. shares & 1905 Lloy shares
Today's value
BP. 206 @ 537 = 1106
Lloy 1905 @ 58.7 = 1118

In April 2017 Invest4life suggested I add Glencore -
On 22-4-17 - 1000 quid bought 335 Glen shares & 1553 Lloy shares
Today's value
Glen 335 @ 296 = 992
Lloy 1553 @ 58.7 = 912

In May 2017 Pugsy suggested I add Ocado -
On 22-5-17 - 1000 quid bought 331 Ocdo shares & 1392 Lloy shares
Today's value
Ocdo 331 @ 978 = 3237
Lloy 1392 @ 58.7 = 817

In July 2017 Nucky suggested I add RBS -
On 12-7-17 1000 quid bought 384 RBS & 1512 Lloy
Today's value
RBS 384 @ 245 = 940
Lloy 1512 @ 58.7 = 888

In July 2017 Utrickytrees asked that I add BARC -
On 30-7-17 1000 quid bought 479 Barc & 1504 Lloy
Today's value
Barc 479 @ 174= 833
Lloy 1504 @ 58.7 = 883

This weeks observation - all slipped lower this week except for RBS, banks still mostly neck & neck, OMG wish I'd bought Ocdo,

Overall conclusion -
A very basic comparison that does no include divi yield, IMO those still suggesting Lloy is 'the worst share ever' or a 'dog of a share' seriously need to examine their concept of investing.

♞ 💰 💰 💰 📈 ❤️
A1

Hands up - who's short on Lloy and/or ftse - what? no one lol

♞ 💰 💰 💰 📈 ❤️
A1

Fair bet this bargain SP won't hold till my divi lands end of the month ;-(

♞ 💰 💰 💰 📈 ❤️
A1