Member Info for chilting

Pang

Agreed Vance is a bad option, but I think he would be grounded by the grandees in the Republican party and become something of a puppet.

I am starting to factor in a Trump impeachment.

The stock market is obviously a big issue but probably bot the one that will bring him down.

Two other issues issues will be pivotal.

The first is the dismantling of the benefits system - the elderly, who rely on benefits, are not receiving their cash because the system has been gutted by Musk - the website handling payments crashed three times last week.

Secondly, in a Pennsylvania by-election the republican lost a save red seat that had been held for 138 years with a 15 points swing - this is sure to start panic in the party.

Also consumer confidence in the US is at a 12 year low with many expecting a recession and the D word also mentioned.

Real macro issues today with the orange turd intent on causing a US recession, but it could be close to the end game for the turd - pressure is building!

Yes, all very good now with production this year that will start the income flow from licensing over the next couple of years.

Bosch was a big setback but maybe it was inevitable - the manufacturing base is all in the Far East now with Europe failing badly.

Certainly a good time to buy - spread in tiny now, always a good sign - SP seems to be on the up - probably a short window when stock is available?

The macro is so in control of hammering down share prices at the moment that its impossible to speculate what the SP will be of any company in the short, medium or long term.

As Neil says - get outside and enjoy the sunshine and I would add, hope that by this July 13th, someone has a better aim.

Firstly, the company is going OK and now they see an opportunity to take it to the next level.

This means, I think, that they are considering the funding options and AIM probably isn't the preferred option.

From the companies point of view they may be better selling the company to a big player or private equity, while keeping their independence as a separate trading unit with the same management.

Boyobach

I still have CWR shares but luckily have top sliced more than seven times my investment by selling when the SP was very high. There future is in the balance but they have some very good contacts left.

I do think that Ocado has better future prospects than CWR and as I don't need to sell will continue to hold.

The problem here is still sentiment and that continues to hammer the SP down and will do so all the while that stock markets continue to fall.

Gradually Ocado is positioning its self for profitability but we won't see the benefits reflected in the SP any time soon.

As we have seen MKS is not immune to the current turbulence on the market.

I did think at one stage it would become a defensive stock and the movements of the SP did indicate this.

Conspiracy theory is not generally a good way to predict the market but I do think we need to consider the following.

Political commentators in the US are saying that Trump is engineering a recession so that -

1. The US Oligarchs can buy companies on the cheep as their stock prices fall.

2. He can reverse policy to stimulate the economy and appear to save it in 2026.

Also I guess it could be possible that he and his cronies are shorting based on his policy decisions.

As I say all speculation but anything is possible.

Yes with the market in "spook mode", thanks to Trump, the ability to analyse properly has also gone and anything can happen.

The whole world is Trump's playground and we all pay, but just say a prayer for the worlds poor who have had all their US aid cut - our wealth is affected but many of them will die!

I posted this earlier on another forum, it equally applies to ITX.

With stock markets around the world under pressure, the logarithms are punishing all negatives.

ITX is under pressure, mainly I think, because its a small company that trades internationally.

One development, of note, is that Hornby have decided to leave AIM, subject to shareholder approval, and take the company private. This could become a trend with AIM performing so badly.

With stock markets around the world under pressure, the logarithms are punishing all negatives.

TRX is under pressure, mainly I think, because its a small company that trades internationally.

One development, of note, is that Hornby have decided to leave AIM, subject to shareholder approval, and take the company private. This could become a trend with AIM performing so badly.

Cavendish are buying more than they are selling - clearly they are getting the optimum price, from their point of view, in a very thin market.

Buyers would do well to consider taking advantage.

When the market for the stock normalises the SP could jump.

I should add, for the sake of balance, it could turn positive - we could see an end to the Ukraine conflict and a back tracking on tariffs.

The algorithms that govern the SP of all companies look at a wide range of data.

Company data is an important part, but economic conditions are the real driver until the company reports something very positive.

So at the moment the ITX is simply the victim of a drifting market and it all comes back to one man.

Not missing anything.

Poor market conditions - Trump induced.

Low volume anyway - so unlikely to be company related drop.

13th July 2024 now seen as a pivot point for the worlds economies and stock markets.

Jds

There is on such thing as advice on these forums - simply opinions.

You take it or leave it.

Basically the worlds stock markets are in a "Trump Induced Bear Market".

Not technically a Bear Market, but much more unpredictable.

I challenge any expert to predict what state the world economy and stock markets will be in by the end of the year, let alone in four years time.

History was in the balance on the 13th July 2024 - unfortunately we had a negative result.

It looks like MKS is taking on the role as a defensive stock in the Trump ravaged market - bodes well!