Member Info for bladerunneruk

I’m a physics teacher with an obsessive fascination with share prices and compared to most, very little to lose - it’s in an ISA. When I saw today’s results I was expecting a rise of about 4% ( based on what? Bank of America’s recent results). When it didn’t rise, but fell slightly I wasn’t surprised. Those in the know and most others had heard the annual profits were in excess of 6bn. If a physics teacher knows this info then everyone does. It’s actually relatively healthy to have the knowledge beforehand. As the news is released, typically the sp drops, it’s no longer speculation. It will be the same with interest rates. Everyone knows they’re going to rise. When it’s announced that it’s happening bank shares will fall. Not a surprise.

Instead, look at the longer term prospects. Interest rates will continue to rise. B of E and UK Govt can’t stop it. They may halt it but it’s predestined to happen. Just like Glencore has returned so will banks. You can get 1% on your savings account now. Next year you may get 3%. Instead buy Barclays shares and other banks like Standard Cartered and VMUK. In my opinion, they will increase by more than 3% in the next 12 months….

There’s been many sells and eventually, something has to give - understandably the sp. Let’s hope there’s some good news soon about auctions, otherwise I can also see this temporarily dropping.

This could be the initial phases of further regulation in other countries. Time to move away from betting companies?

Hi Jayne C , 100% respect for your research. I am no longer a wealthy seismic observer who bought his first house in Bath with cash at 27 years old, now a physics teacher. Could have probably made a better return on my qualifications but love my job. Trading is a side hobby that pays more than physics teaching but nowhere near as much as my investment in property.

Your knowledge of Dark is commendable. If I didn’t think banking was about to rocket I’d be tempted to reinvest. Good luck.

I first traded in May 2006 and got it so wrong. We emigrated to Australia and sold up in the uk. I had 200k in the bank from the house sale. It was sitting stagnant in the bank. I am very risk averse, always had fixed rate mortgage.My wife said that our money was deprecating and could be increasing if we invested wisely. I spent about 3 months researching share. Put it in safe bets - Barclays, miners etc. From nowhere, out of the blue the stock market dipped about 3 or 4%. I panicked and sold it all. Then it recovered. I quickly bought back. It dropped again. Before you knew it I had lost 30% in about 2 weeks. I felt sick. Walked away, my wife moved on and thought nothing more. Since then we’ve benefited enormously from the property market to make it look like a drop in the ocean. However, I’m not one to be beaten and I hate the fact that my 3 children can’t afford to buy property. In 2020 when COVID struck I timed it perfectly. As lockdown started I bought into breweries etc. It rose 40% in one week. Since then I’ve realised you have to almost do the opposite of what’s expected. The time to buy is when everyone else is selling, as long as it’s a good company. Harder still - sell when everyone else is buying. This is what I’ve just done with Dark. No doubts about its long term potential. However, it’s the highest price relative to earnings of any ftse 350 company. Surely, that means sell. Banks have been hammered since 2007/8. They are surely due to rise. Most of the press will be ‘insolvencies’ banks losing money. Ignore this white noise, in my opinion they are about to return to 2006 levels.

https://www.amazon.com/Mean-Markets-Lizard-Brains-Irrationality/dp/0470343761 This might be difficult to get hold of. I bought in Australia several years ago and it explains how trading and share prices are more closely aligned to human psychology than fundamentals.

I’m not invested here and not about to trash this share. My son is studying for a degree in cyber security and I genuinely want the whole field to prosper. If you remember Betamax and vhs for recording tv you could have bet on the right one or the wrong one believing it’s the next big thing. It was similar with ask Jeeves and google. We all know who won that one. If Darktrace is going to be the ultimate winner your money is safe, even if it drops next week. However, I personally would consider it a relatively high risk and only put in what you can afford to lose. Good luck ??

Hi Pedro
I bought VMUK because I’m assuming they don’t have large pension deficit but deal in mortgages etc. The other is Standard Chartered. They’re known in the uk for sponsorship of LFC but not high street banks. Instead they make their money in Singapore, India and several other asian countries.
If people think inflation is bad here….

5% in USA but over 10% in Singapore. China is reportedly 7%. This is due to competition for commodities. Glencore is already doing well and I think I’ve missed the boat there. I think that governments globally cannot rein in inflation despite their best attempts and will inevitably increase interest rates. I’m old enough to remember them in the 1970s onwards. If they do rise, like most are expecting then banks should benefit. However, have to speculate to accumulate.

I still think this will continue to rise so why did I sell? Today’s update was not worth a 7% rise. It restated the previous results but included an increase in potential revenue based on currency exchange rates. If you look at companies in their initial growth stage, (Plus500 or Monitise or trakm8 in early days) then trading updates offer surprises bigger than most could imagine. In my opinion this could still increase by 20% in a year. However, a poor set of results that don’t reflect the company’s ambition will see a 50% decline.

The future was cyber security. The future is banking. If you check Lloyds, Barclays, standard chartered, Nat west and see their performance since 2000 they have dropped enormously. This is mainly due to the global financial crash, quantitative easing, interest rates depressed, inflation pegged. It’s been like a pressure cooker waiting to explode. It’s about to happen. Companies won’t be investing in cyber security they will be either trying everything to stay afloat or buying failing companies. At the moment the worst thing to be invested in isn’t shares, it’s property. If you have more than one I would sell the one you don’t need tomorrow. Let’s hope you’re not too late.

Genuine best wishes to holders of Dark. I’ve made a few quid out of it.

I think this is great news for investors. They’ve acquired over 25%, removed the unpopular exec, added an Assore figurehead. Patrick will, in my opinion, look at Gem carefully, go through accounts with a fine tooth comb, visit sites. Then decide is worth going beyond 22.5 p to 25.0 p to purchase the remaining part of the company. Very good strategy and win win.

If you have lost money here and would like to get it back…..

Gemfields looks to me like it’s about to be bought. If you are ahead of the pack and buy now I think you have a good chance of realising a profit of 50% in a few weeks.

The broad consensus highlights the growing impacts of cyberattacks in an increasingly connected world and could boost efforts by President Joe Biden and lawmakers to force critical industries to boost their cyber defenses and impose reporting requirements for companies that get hacked. The poll comes amid a wave of high-profile ransomware attacks and cyber espionage campaigns in the last year that have compromised sensitive government records and led to the shutdown of the operations of energy companies, hospitals, schools and others.

“It’s pretty uncommon nowadays to find issues that both large majorities of Republicans and Democrats” view as a problem, said David Sterrett, a senior research scientist at The AP-NORC Center.

Biden has made cybersecurity a key issue in his young administration and federal lawmakers are considering legislation to strengthen both public and private cyber defenses.

https://www.denverpost.com/2021/10/11/us-cyberattacks-poll/

https://www.techradar.com/uk/news/1-in-5-people-arent-protecting-themselves-against-cyber-attacks

https://news.sky.com/story/ransomware-is-the-most-immediate-danger-to-uk-businesses-warns-cyber-chief-12431440
https://www.ft.com/content/08e23c06-03ae-4261-8871-db08064bec16
https://www.euronews.com/next/2021/10/08/more-than-half-of-state-backed-cyberattacks-have-come-from-russia-according-to-microsoft

I use iWeb share dealing. Owned by Halifax so reasonably secure. It’s £5 a trade with no other fees. Very happy. Looked at their research for Dark and recent trades. It has a 1.5 million buy at 872 close to the end of the day. I think that the powers that be know this is the future. This is heading for ftse 100 and they are accumulating now. Hold, hold, hold. I think that 1000 will soon be in the past.

Made some money on Plus when it was new but wish I’d held. Some of the comments on the google play app reviews suggest similar platforms are available for free like etoro. I haven’t got a clue about this. Do Cmc offer something unique?

Well done to those who have stuck with Greatland - fantastic result today.

Gem is another mining outfit but rubies and emeralds. They own Faberge, so not a small outfit. Recently a South African mining company purchased about 26% of the company at a significant price compared to sp. If it gets to 30% they have to make a formal bid. In my opinion it’s soon going to increase about 50%.

Gem is another mining outfit but rubies and emeralds. They own Faberge, so not a small outfit. Recently a South African mining company purchased about 26% of the company at a significant price compared to sp. If it gets to 30% they have to make a formal bid. In my opinion it’s soon going to increase about 50%.

Up over 6% in states. Could continue to see a rise here following from a) good future projections in latest results, b) suggestion of new products in the pipeline, c) USA extending debt ceiling, d) rally in global shares, e) big organisations increasing their spending on cyber security , f) potential links with Microsoft

Most of the comments are speculative about what might happen next year with a lot of luck. I won’t be buying even if it drops today. Good luck to those holding.