Member Info for Clarkcp

Brill, agree with what your saying. This week we had a spike in yields, inflation will come and along with it an increase in rates (eventually). If your investing for the long term AV DLG LGEN are no brainers. Sit back and relax while tucking the divis away. GLA

Hummm interesting spike in yields today. Could just be a flash. Tech is getting hit by it though. Be interesting if Financials get marked down as well, if they are could be a buying opportunity on the horizon. MAB could just have timed fund raising just in time.

Pete it's not just pundits, look at Neil Woodford.

If you look back at 2008 and how much money was printed then and look what happened to the markets. Now look at how much has been printed with this crisis. Add to that the fact that the world basically came to a standstill. I believe there is so much pent up demanded and consumer savings that there will be a ridiculous boom. Just look at the money going into bitcoin to preserve wealth. Boom means increased infaltion which equals interest rate rises. Trick is to position your portfolio accordingly. All companies like MAB who are re arranging their debt are setting themselves in a good in position for the future. All we hear on the news is stock market bubble ready to burst. They fail to mention how much money has been printed. Where are the ridiculously hight P/Es there are a few though. i remember and got burnt in 2001 that was a bubble. GLA sorry but just want to lift spirits and share my point of view

Callum, I agree you say its a little under handed. However I take a different point of view. I like the fact that 55% of the shares are effectively out of the market and makes this share harder to short. All depends on your entry price and time horizon. For me I know I can hold this company and sleep well knowing one day they will be in a better pkace. Thats why I added the other day to obtain more rights. I know I mentioned this before but it's the quantitative easing that is the big player in the markets. For an example I've a large weighting in Insurance, it won't be long till inflation starts to go up, 18 months I think till it starts to kick and then these will steadily move higher. Irrelevant of covid

Daves, a profit is a profit nice one!

Only thing to be careful of is if you have a stop loss in place. Price should drop at least 40% with dilution all things considered

Could maybe be an RNS today after close and trading Monday ex offer?

Callum, you don't have to take up your option. If you don't shares will go to the underwriters but remember your existing holding will be diluted.

Daves, if you don't cut and run now then really you are forced into taking up your allowance. All depends on your timeframe. Personally stuck these in my SIPP at £1.60 and have bought some more the other day to increase my allowance. Happy to let these sit and wait for the divi to come back many years down the road.

Any ideas why the drop? I can't find any details. Have added at 263 rude not to.

Million, everybody is missing the obvious here, quantitative easing. More money has been printed in the last year than ever before in history. I'm a long term investor and I started piling in back in April when the printing press started. Each month I buy so I cost average. Covid or no Covid I know I will be better off in 5 years time to what I am now unless the printing press stops and then it's time to leave the party.

Tom totally agree. Profit of £18.5 million Mcap £1.2 billion. This could turn into another AA .

Hi Joe, when I get a chance I'll call my broker and find out state of play. They requested it back in December as per previous year. Just wondered if it was just me who had not received.

Hi Joe, Have you received this years vouchers? I normally receive them at start of Jan.

Hi Never, I would say price is up today due to successful placing by JDW. On another note has anyone received the vouchers this year yet?

Nearly back to where we were before the drop. Rishi has helped Tim out a bit. Little bit further to go I think.

Up down Up down. Won't be long till Tim's looking for more money. Tier 2 and 3 will be costing him a fortune to operate in.

Forex totally agree. I personally would like to see Tim on Spitting Image. I think they have missed a trick there. He would be a great character along side Boris in the pub!

Hi forex you have a target in mind for your exit?