Member Info for Clued

Qube don't seem to be too good at picking their 'victims' as will become more evident here same as with EZJ which has risen c Total 9% yesterday and today !!

Strike123, an interesting bunch. I'd suggest selling those you're comfortable selling. Some of yours have gone up a lot mainly the US Tech ones also RR, some have only gotten started, eg IAG,

EZJ, some could have quite a way to go, eg HBR, TW. The banks BARC and Lloy will benefit if building in UK takes off under Labour. Do you need 2 Airlines, 2 banks ? What % gains do you have in each and do you feel you have enough in some of them ? I don't want to know, just questions for yourself !! I have RR myself with a cost of 73p p/share, but hanging on as new contracts, like today, keep coming in, but who knows in the future ?!!

Ah Terry, poor Rrb can't hekp it if he's AROmantic 🤣🤣🤣

Yea, think the selling is rotation out of Utilities, Tobacco and Telecoms and into Commodities and higher growth stocks. It'll correct itself over time. SSE is growing and very solid re a climate change solution. My SSE's losses today are about same as my RR's gains !!

Couerdelion, US Brokers seem to find it hard to assess stocks with complicated hedges and derivatives per today's ratings by JPM amd GS for PHNX. This company is generating record cash and paying a market leading div.

HSBC Ups Target sp to 2220p today.

Surprised at fall today, maybe the 1% extra scrip div shares issued today is main reason for the drop ? Also maybe the bonds held by SSE have fallen due to US Int Rate drop ?

BlackSteel, IF there's a global / US recession then we'll have more than DEC to deal with. There is NO global recession currently though from some of the posts on these boards I wonder what time dimension I'm in !! I agree with Trek, but £15 sp at least within 6 months !!

Interactive Investors have the Default currency as USD so I'll be receiving the US$7.75 per share, no way converting at current 1.325 GBP:USD ezch rate !! Plan to invest some in US stock markets, something new !!

Well with US Int Rates now down 0.50% from last night to 4.75-5.00%, BATS is a great share to own with double that return in Divs !!! Buy buy buy...

£9 today forecast !!

Nat Gas c $2.30 and rising !!

Goldgnome, you'll have some fine Irish men or descendents playing in the Aussie rules as very like Gaelic football !!

I'm a cynic also as is obvious !!

Goldgnome, so humans are corrupt, what's new ?!! Setting up an artificial State for those who survived the Holocaust was bound to aggravate things. I believe that this human existence is just a small part of a Universe-wide experiment by those that created us, so how much more deceived can one be if those that created us are doing it the most from The Bible to the Quran, etc.... !!!!!

Anyway, how will CEY perform today ? GP shd in theory keep going up and passed $2,600 and US$ may also weaken. All depends on the AngloGold sp....

Goldgnome, what news coming out of the Middle East do you not believe ? Are the Western reporters there lying, deceived themselves so not reporting accurately ? And fortunately I believe in many lives so if my current one "shorter than I think" then no worries (in my 60's anyway !!!).

Typos apologies: veru shd be very and iy's shd be it's !!

BusshyTailed, the Offer could very well be voted down as how can the II's justify such an undervalued Offer when CEY is now veru much passed iy's problems ?

Hi Paul-280i, there are many good high dividend payers on the London SE. Aviva (AV.), LGEN, BATS, PHNX, BP., MNG, BT.A, worth looking at with varying and different risks !!

Loadsamonay, you didn't happen to sell your large holding from 2pm onwards today as sp fell over 2% ?!!

Easy-c, could tou please post a link for your Bloomberg commentary below as I cannot find that info. Indeed, the latest link I found is quite in contrast to any Peace Deal : https://www.bloomberg.com/news/articles/2024-09-12/us-uk-discuss-lifting-missile-data-restrictions-for-ukraine

"some of Ukraine's allies are starting to talk about how the fight against Russia’s invasion might end."

The war 'might end' if Russia gives back Crimea and the Eastern areas that are Ukraine's !! The West doesn't even officially recognise Russia owning Crimea !! Bloomberg have a nerve and I wonder whether they are now buying up the Defence stocks.. ... !! How on earth could the West in total agree to let Russia hold the extra terriitory taken since Feb 2022, it would send the completely wrong message.

Yes , I'm sure some countries are talking about how peace could be achieved, but some have been talking since Mar 2022. This is clear manipulation of the Defence sector share prices

Yes Dansul, gold miners are well and truly undervalued and will be catching up more with the Gold price in the next couple months, especially with the fall in the USD hopefully reinforced tomorrow night "when" FOMC starts dropping interest rates. Around 70% chances of a 0.50% cut at moment. All IMHO and DYOR !!