Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
I am always a bit wary of fund managers 'bigging up' a partcular share in their portfolio. I suspect it is often a laggard and they are hoping that advertising it in the likes of AJ Bell Sharemagazine will give it a boost.
Like: 'I own shares in this company, so you should all invest too.....and increase the value of my shareholding'. Almost like politicians selling us a pig in a poke and making money by gaming the system (Moggy springs to mind!)
"It was more about bailing out the hospitality industry rather than feeding middle class people."
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Apparently it was about £849m....easy come, easy go!
It also helped create the illusion that the government will come to the rescue when things get tough. Hence why some people cannot believe that they aren't going to help people who get big increases in their mortgages with direct financial support. I think it was the last hurrah of a spendthrift BoJo government. But now the coffers are empty, no money for any more big projects....reality is hitting the fan and being flushed into the rivers.
Hopefully LGEN will be able to minimise the hit to the consequences of rising mortgage rates and maximise the pension management side of the business. But lots of uncertainty ahead.
Still cannot believe the rationale behind 'Eat out to help out'....giving subsidised meals to middle class people who were awash with cash from lockdown payments. That was a genius idea Rishi....not!
I wonder if this is part of the 'B-thingy' master plan (if there ever was a plan!) That is, to bring UK businesses to their knees so that foreign investors can buy for a song. Seems to be working. Must be like having the keys to the toystore for the hedge funds....what can they grab next?
But will ITV ever get asked for a dance or be forever a wall flower?!
What would happen if the Frenchies ever made an offer for ITV...war!?
"Yet it runs pretty much flawlessly on a 4K firestick......So maybe it's the platform too?"
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Anon, the platform is very important. I expect it is very difficult to make software that runs perfectly on different TV's, set top boxes, mobile phones & all sorts of different platforms. Sometimes it's the operating system version or the service pack that's the problem (firmware).
However I would expect that if you have a new(ish) piece of equipment that the software developers will deveop their software so that works on it (lowest hanging fruit first).
Broadband speed first though.....if you're got a restriction in the pipework then changing the tap isn't going to make much difference. If other taps in the house have good pressure then look at the tap with the low flow...it might need a good clean or a new washer. After that call a plumber....hopefully they will be able to get ITVX working!
Anon, buffering can of course be an ISP issue. Equally it can be a problem with the ITV servers....or even the Russian's!
If lots of people from different locations then most likely a bigger network issue than one single ISP (obviously).
1Mb for streaming seems very low. I suppose it could be possible but you would expect some buffering.
A 50Mb minimum seems excessive....and probably beyond what is available to quite a few people.
One can always test the broadband speed to make sure ISP is delivering speeds they promise.
Anon, good points you make. Viewing habits have changed and they will continue to evolve. ITV has to make itself relevant and ITVX gives them options they didn't have before.
If they make good content they now have a way of getting it to customers.
Unfortunately they are up against some of the best & biggest companies in the world. Question is can ITV survive as a smallish fish in a global media ocean with huge sharks?!....I suppose if ITV is one of those fish that clings to the sharks surface keeping it clean of bugs & dry skin.
"She's a woman. Anyone with negative comments about her is automatically a misogynist."
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One commentator seemed to have a problem with the way she dressed. I'm sure if the CEO was a man they would have said the same thing (yeah right!!)....but sometimes if it walks like a duck.
Legitimate to have concerns about the way the company is being run. But it does seem a hysterical 'effort' to get her to go....as someone succintly put it, 'Dogs barking at the moon!'
"How did it come to this........"
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I expect the Romans said exactly the same thing when they had to leave Britain for the last time!
Big questions remain to be answered:
- Are higher interest rates the new norm or is this a temporary blip.
- Is anyone brave/foolish enough to fix for 10 years at 6-8% interest rates on £300,000 mortgage?
- Is this the end of cheap money?
Answers on a postcard to Sunak, Hunt & Bailey!....3 'wise' men or 3 blind mice?
What's the number of buy-back shares?
I always thought that the BoE's use of base rates was a sledgehammer in terms of controlling inflation. It is almost pointless if the Government of the day has policies that stoke inflation - I'm not saying they do btw - and the BoE is obliged to wield the big hammer to knock it back....better for both Government & BoE to work together to dampen inflation. The Government has much more subtle ways to control demand and possibly tackle supply side inflation too.
That's the other point, the current inflation is/was supply side inflation and to some extent squeezing people's spending power until their eyes pop out of their heads isn't going to solve the problem....it just increases the liklihood of a recession. Or have I musunderstood things?
I'm not sure the people in control of the economy either know what they are doing or they are telling us the truth. I expect their expenditure on 'expert' consultants has increased dramatically....experts in astrology & reading tea leaves!
Personally I just stick my head in a bucket of sand when things get tricky....I have sent an offer via the VIP lane to supply my buckets to ministers & economists, high quality buckets painted a soothing green & printed with the words 'Don't Panic' on them.
ANon, I must admit that I'm interested in IPTV....fed up of poor terrestrial signal in my area.
Just had an offer of 3 months of NOW Entertainment for £1 per month. Tempted. Anything recommended worth watching.
Not a fan of Succession though.
If Dame Carolyn left perhaps Boris would be interested in the job. Just the sort of bloke we need.
"Who you are calling a balding fat old git?"
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Jrlse, I'm looking in the TRMR mirror and seeing myself of course.....I suspect a few other balding aged men-types are doing the same, although they may be slim as whippets I suppose.
Just strikes me as funny that it is becoming a 'NEX' mirror (whatever a 'nex' is?!)
So we are looking into the mirror with TRMR and seeing?....a balding fat old git!
Some people might get a different experience!!
I'm getting a mixed picture on the merits of this deal from posters. Is this a once in a lifetime opportunity to buy a valuable asset for a realistic price or an expensive pig in a poke?
Hopefully he has a good reputation and isn't some whizz kid who wants radical reform of the business....steady as she goes. Sensible growth though organic growth and affordable acquisitions. Steer clear of leveraged assets like LDI's with associated margin calls.
I think everyone is frustrated with the performance of the SP....even 'possibly' Dame Carolyn. Lots of people who want drastic action but don't offer much worthwhile on what should be done differently (apart from Dame Carolyn should get a better tailor....and she should become a man).
Have to assume that they have a plan and it needs to be given time to deliver. ITVX launched - and most would agree it was needed - but we don't know how successful it has been or will be. I don't know anything about this new possible acquisition...I assume there is a strategic reason. Question is how much are they gonna pay?...if the 'big boys' want it then ITV could be stretched to afford it.
He seems to be a popular guy....hopefully he doesn't take things personally!