Member Info for Clarkcp

Couchman, wish you all the best with that question. You brain will be scrambled in 2 mins with all the replies. Anything between 0p and a £1

Porsche I hope it does not happen but I personally can see in approx 2 years time house keys being handed in at the banks again. Only this time it will be buy to lets as well!

Well being out has done wonders for our exports. Only problem is we haven't got anyone to make anything

Problem is the first word "emergency" says it all

Emergency rate hike could be coming here

Glad I hedged my holding with June 40p Puts

Skier, unfortunately this budget has turned sterling into a basket case. Uk bonds will be dumped. BOE will have to rapidly increase rates to try and support the pound. Lesson not learnt from the 70s here I think.

With today's budget The Savoy should do well next year.

Sterling is turning into a basket case here. I don't think it will be long before the yanks start looking over UK plc.

"Alphabet Spoons", sounds like a spaghetti

I want to know what that one guy at the BOE was smoking who voted for 25bps. He must have been short GBP

This looks like a test of the recent low is coming. Could be today if only a 50bps hike?

Well done to everyone who bought when the downgrade came out a few weeks ago :)

Kerching Tim's energy is fixed till 2023 if I'm right, towards the end of the year I think. Maybe he can get some gas that's near its sell by date or alternatively from Australia now he's got Brexit :)

A property portfolio is only worth what someone who has access to money will pay. Paper means nothing. Everybody on a fixed rate mortgage now will be paying at least twice as much when it comes remortgage time. Mortgages will go interest only so people can afford and in the end keys will get handed into the bank. Sorry to be so pessimistic but I've seen it happen. It will happen again the only thing to stop it will be an end to Putins war. Citi predict 18% inflation. Interest rates I think will be a minimum 4% some time next year. Look at the yealds on companies. If 12 months ago you were offered 4% per year with zero risk I know where Id put my money.

Porsche, better than lloyds just short JDW its the share that keeps on giving absolute no brainer £750 mill debt, Tim Martin still has his energy fixed till next year and is still making a loss now. Yes he owns a lot of pubs but no-one will want to buy them soon. Share price will start with a 3 come the winter

Fleecy Ive got a larger position in Barc compared to lloy. The only downside with lloyds is I think they are more geared to the uk economy than Barc.

The banks are starting to get a slating now already for not passing interest rate increases to savers, won't be long till Martin Lewis gets his teeth into them. Personally I'm also in insurance sector big time still undervalued once they pass additional costs on to the consumer I believe this will change.

Regarding VOD I've been in and out for many years, yes I totally agree regarding passing on price increases. I'm short as of yesterday as I feel that Vod along with a large number of FTSE 100s are elevated because of the £/$. The $ I think is overvalued now, I think the US have fudged the numbers so to speak and the £ will strengthen with interest rate hikes, I believe the market is too pessimistic on the UK GDP figures. I think the EU will be really bad come the winter.

Be interesting how much panmure was a buyer today. Im a LTH I bought more in run up to ex divi and sold some day before as I felt it would drop. I was wrong then but today is an absolute gift and I started filling my boots (isa and sipp) as the drop continued. The lower it goes I'll carry on. Yes a retailer in some respects but their move into electric car servicing I feel is the way forward. Broker recommendations are about as much use as a Neil Woodford. Charlatans the lot of em

Fleccy Im sat in lloyds but not Bt. Banks will eventually get a windfall tax, they will be hit in a couple of years time, just remember to get off the roundabout before then.

Cine paid a dividend back in 2019. Any company can pay a dividend if they can borrow it from the bank.

I gave up trading Vod long term time horizon years ago. Set your exit upon and stick to it. Let the limit be hit say thank you and leave thats what the institutions do with this