Member Info for Awesomedan

Nothing needed from Reeves. She's botched it up so badly interest rates are now predicted to fall much faster than anticipated. We'll see an interest cut in every upcoming BOE meeting, PSN are the HB set to benefit from the most of market conditions, with pent up demand in place

TW have made al kinds of mistakes, and over rely on SE. PSN have been smart and have been building in the highest uk growth regions.

March up to continue

Trend is solid. Higher Highs and Higher Lows since late Sep. Confirmation of bullish trend. Unless we close under 1210 today, should be retesting the recent high, then pushing on to 1300 in short tern. Obviously the results will strongly influence..

I agree frustrating, timing the opportunity is hard, but it is no doubt there. One thing is certain, if I sold all now based on the waiting.. it would instantly shot up.. On a seperate note, good news over the weekend regarding falling mortgage rates and rising house prices (Halifax report)

Fantastic, buying opportunity, such an obvious signal to buy is rare. The chart, the politics, the price supply demand. Mark this post February will be inevitable before then it might be played by the market but if you want to wait until February without risk you know this is a winner.

Rates dropping with increased demand hxxx//uk.finance.yahoo.com/news/cheapest-mortgage-interest-rates-bank-of-england-114521301.html

From today’s FT, UK mortgage approvals surged to a nine-month high at 65,900, beating forecasts and showing renewed buyer confidence. Net mortgage borrowing jumped to £5.5 billion, the highest since March, as demand held firm despite Budget tax fears. Economists said concerns over possible tax rises have not slowed activity, with the Bank of England noting little evidence of buyers pulling back. House prices are expected to continue rising, even if gradually, underscoring a resilient and bullish UK housing market.

Price should double from here in 12 months. One of the few great opportunities on the FTSE right now imo. From Jan in particular, post budget, this will fly

His leaving remarks call out the William Hill acq as being one of his career highlights. Nice one Peter! This will go to low 30's soon

Wow, great Flutter results and more upgraded targets, specially calling out UK performance. Great to see Entain up too from this

You are forgetting the basic supply and demand constraints, It’s more expensive to rent than pay a mortgage now in many areas, plus there has been pent up demand and a lack of overall housing for too long, the gov will ve making more announcements in the ny to bolster the market. They have put their political credibility on house building, it’s true rates will be higher than many were hoping but I’m seeing many of my friends in their 30’s accept this now and start to look to buy. I expect 20’s next year. We are lucky for the current buying opportunity. Similar commentary via uk investor podcast this week also btw. All the strong fundamentals are in place.

I think Draftkings are starting to look at this again, given the previous interest, their strong position, and desire to expand, compounded by a stronger $. Stay tuned... If you recall a main reason they walked away last time was due to uncertainty and the Gambling Commission / GVC probe. Like it or not, we now have mostly clarity and a very cheap price for a buyer. I do doubt though 150 will be offered again, but we can hope

Huge volume of calls going to financial advisors right now, plus FT today's reports the new rules around pensions will likely lead to a much greater interest in annuities. Since AV offer both services, shouldn't the current chaos be good for business? Thoughts?

Huge increase in annuities interest has been predicted as a result of the budget impact on pensions, reports in todays FT. Quoting Tom McPhail, director of public affairs at consultancy The Lang Cat 'changes would also likely lead to a “big rise” in the number of people taking out annuities, which have a guaranteed income, because they would look “more attractive to optimise the lifetime value of the money” rather than face a double tax charge.' This would be of benefit to PHNX.

Probably the best opportunity in the FTSE right now. Should be a steady rise, though who knows with this , could be 90's before you know it. Should be fun to watch now no more immediate surprises

Everything in place for a steady year end rally. 90’s is possible imo, with the usual up and downs on the way..

No increase as suspected. Fill your boots. Still way down on pre-guardian report suggesting tax increase and the positive results

I’d agree. If I were a betting man.. I’d say worst case small increase, maker may (over)react briefly before it goes higher, be it never to 150+ offers again.

Good article, pointing out how the anti-gambling tax proposal looks un-credible, with the whole proposal filling just four paragraphs, zero modelling undertaken. The proposal 'looks like it was written in the pub on the back of a beer mat' and is fantasy.

Also pointing out the gov have been bombarded by lobbyists to increase duty on everything from flight tickets to tobacco companies.

With no more 'noise' apart from sole guardian article, and given gov tends to consult industry or look at modelling, plus the response 'don't believe everything you read in the papers. I’m starting to think no such tax is coming, or if there is it'll be likely small with this already backed into the current SP.

https://www.spectator.co.uk/article/taxing-the-gambling-industry-just-wont-work/