The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Found Stockopedia much better than IC which went really downhill around time of covid lockdowns, with it developing a political agenda publishing bizarre articles for an investment magazine such as why the BBC should be publically funded, recommending speculative hydrogen companies near their highs and how BP and Shell were outright sells even near their lows due to net zero, no future need for oil and stranded assets. Became very patronising to subscribers as well describing segments as Education.
Paul Scott on it reckons good value , possibly worth 130 to 150p. Added small amount today as with the resumption of dividends, hopefully erratic shareprice movements are in the past.
Shorters must be hurting which is good. Holding with the momentum here.
Maybe Sunak saying under conservatives defence will increase to 2.5% of GDP by 2030, could be all just annoncements pre election though, nice to see break out of rut anyway.
Shareprice looks stuck until company annouces something. Can be frustrating holding here.
Seems decent value and bought some today for exposure to rising gold price.
Daily telegraph says a buy. For the assets of 605p, dividends decently covered by earnings and the agreement with Just Group for £1.8 million to insure pension scheme against future payments.
Managed to get all time high here. £5.85, didn't make anything as bought again after dropped, sold with the
Results very encouraging. With cash on hand, growth self funded, possible special dividends. Added bit more today.
Double trouble for the shorting companies. Share price increasing and dividend to pay.
Would buy existing one here . Seems to me like a mirror fund, with same management and investment convictions being set up in America, percentage of charges for new entity will revert to the existing one based in UK to help close the large discount here, depends how much the new one raises and at end of the day depends on belief if Bill Ackman can keep delivering.
Oh dear for the shorting companies, always a bigger fish around. Surprised at Blackrock with their previous promoting of ESG, either couldn't resist a bargain or tide is turning generally for energy stocks.
Sunak before he became MP and before the incredible rise in just seven years to PM, previously was an investment banker and then ran hedge funds. It's like the government wants a non productive economy run on the mirage of funny money.
Paul Scott on Stockopedia says good value and possible fourty percent premiium if a bid were to happen. Happy to hold either way after TU and for the dividends.
Added with the discount. Can't fault the long term record here and even with the high management charges
Bought some today. Don't know whether the shorting reports are balony, if not the 30% yeild and capital apreciation looks good for risk/ reward and £1200 a year in ISA will be apreciated, fingers crossed. Some way off but Trump could even be President later on this year and bound to go easier on oil produced in America then Democrats.
Hold about 20, 000 shares. Upside see good management, opereration of scale, debt reduction, possible dividend. Downside possible copycat retailers moving in to take market share on high margin sales. Good luck holders for TU update.