The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
My gut feeling is this will be rejected and there will not be a further offer. But I could be wrong. The rise here today has offset the drop in my bhp shares as I have more of them so I am not even benefiting from this 🤣
Mole, the forthcoming dividend adjustment is a known fact. Its not something that is going to be calculated into the SP at that point. Its priced in already. Mr Market already knows.
Dont come here with known facts pretending they will make a difference to the sp in the future. They wont.
"I wonder if this will have a calming effect on the markets knowing its not going to be immediate"
Would not have thought so. It means prolonged uncertainty. Better would have been a quick strike, and then we would all know where we were.
Not really concerned with short term movements, but I think if the FTSE keeps pulling up as it does right now, it will pull TUI up with it. The FTSE might also falter again later if Isarel says anything.
It doesnt really matter as long term TUI is a sure fire winner in my opinion. It was going strong before the middle east thing came up, which doesnt really affect TUI's operations, apart from oil prices.
This will all blow over quite quickly I suspect.
The employment figures were actually a positive as they increase the chances of earlier rate cuts.
EZJ had its big drop yesterday. Today its TUI's turn.
Marcinkus
I agree generally, that TUI is unaffected, except it is as a result of oil/fuel prices.
In so far it is probably more affected than most other UK/global shares, which seem to be taking a beating despite being a million miles from the middle east.