Member Info for Clued

Robina, if Labour really want more tax revenues, why not bring in a Super Income Tax for annual marginal incomes in excess of £5m p.a., maybe at 78% similar to the EPL on Oil and Gas companies ?!! There are plenty of prof sports people and business people in UK meeting tje £5m p.a. income level !!

Pernix, agree with you. Would a GS Sell recommendation really cause this much damage to Defence and Aerospace, surely the many many other brokers and funds out there, which are much larger in total than GS, can think for themselves ? BA. share price now down by c 10% from its highs.

Https://news.sky.com/story/the-critical-cog-in-putins-machine-and-how-british-firms-help-to-keep-russian-gas-flowing-into-europe-13161807

What European and British so-called 'leaders' do stealthily I find

more and more sickening. I accept that the purchase of Russian LNG by Europe is not illegal because it complies with the so-called Russia sanctions legislation, but having 'forced' Western businesses to walk away from Russia-based assets - BP 'lost' c USD25B, SHELL also 'lost' billions - continuing to buy anything from Russia, even if it causes high inflation, is highly morally wrong unless Western businesses that have walked away from their Russian assets are compensated. Starmer and his 'angels' (from Charlie's Angels !! as he does seem to like being surrounded by his many girls) would probably not understand the hypocritical scenario especially given that they will be increasing the EPL by even more and continuing to allow the importation of LNG from Russia, also being administered by offices in the UK, Glasgow, in this case. Not trying to sound naive, but find this absolutely hypocritical and unacceptable.

MarkGo, I wouldn't go too hard on these agencies !! One Julian Assange has just been released, we don't want another !!

Yes LOTM-13, thank you for your comprehensive explanation. Hedges cost a premium, not sure how much extra to the price at which one is hedged, but there is a cost. The ideal is knowing when not to have such a high % hedged so that the extra for having a hedged price doesn't have to be paid and one uses the actual prices of Nat Gas.

GutterSnipe, you poor soul, you've had a very stressful day, just make yourself a nice cup of tea and have it with a few biscuits. Put a wee drop of brandy in it and Relax Relax Relax you poor lad !!

Bebeto, by "artisanal miners" I presume the RNS means criminal trespassers and thieves !! Maybe Robbie could get some golden bullets made !!

CR888, why not IAG or EZJ for growth, but depends on your time horizon ? Their revenues and profits are forecast to rise materially in the next 2 years though the sector is out of favour at present maybe due to using high carbon fuels and threats of industrial disputes.

Velo, fascinating why there's so much analysis of the words used in these Corporate communications !! The FED's Powell must suffer anxiety writing his as he knows that every word, even letter !!, will be obsessively scrutinised for every possible meaning !! A "Substantial" increase can have a whole range of relative meanings, but the essence is that it's a large increase from what it currently is and surely that should be seen as very positive !! It's a bit optimistic to expect the same amount every time that eg "Substantial" is used because humans tend not to be consistent to that extent surely ?

TerryM1, the higher actual Nat Gas price will add positively to the next reported Results surely even though DEC is hedged a lot also ?

Sheltie, not dead money here as from current price 577p to c 611p is 34p gain c 6% at current exch rates and c 18% gain p.a. if take/over approved and takes 4 months to receive the equiv or exact USD7.75 per share !! If you can give me a 100% definite better return than 18% p.a. then I'll sell DARK today and buy your definite !!

Personally, I'm waiting for £6, like the round numbers !!, but looks like some II's are reducing and others are increasing as there are large drops following large jumps !! Hardly prvt investors causing such movements. Surprised not many posting here !!

Svend, so SPY is or is like the Tracker/ETF for the SPX ? Fair enough !!

Thanks KCRCR. Maybe the wage unhappy engineers in RR Submarine division are getting a better deal with this Employee Share Scheme to pacify them ?!!

Ok Swan01, see you refer to today's RNS, best to mention sources when posting !! The 88m new shares are only about 1% of the 8.42b shares currently listed so no panic !! Does sound a lot though !!

Swan01, "extra 88 million shares at 20 pence each to hit the market on 27th June?" Please elaborate.

Svend, "5500 for the SPY still on the radar or is the tech wreck just getting started..?" Presume you mean the SPX (US S+P500) ? And what 'tech wreck' ? Most analysts believe Nvidia is around fair value as the AI growth is only really getting started and competition will take a long while to catch up. Many other of the high techs have a premium yes, but these shares are in a very fast growth sector.

IAGLongterm, even the Irish PM has called for a resolution. These pilots are so self-centred ruining family holidays and preventing tourists coming to Ireland. And you beat me to it saying that self driving / AI will replace the pilots faster or at least one of the pilots on each flight. I think that's what the pilots are secretly fearing but won't say it of course !! I hope IAG don't give in to them because many jobs haven't gotten such high pay increases since 2019 and IAG has high debt, doesn't pay dividends, which the Union conveniently doesn't reference !! Tbh I really detest Unions and have never been in one as I view their actions as legal blackmail and most employees nowadays can be more flexible and cjange employers or even countries, eg medical staff emihrating to Australia.

US natural gas futures surged about 4% to around $2.8/MMBtu on Monday due to forecasts of hotter weather and increased cooling demand. This rise followed a two-day decline to the lowest level since June 4. Meteorologists predict temperatures across the Lower 48 states will stay above normal through at least July 9, which boost the use of gas-powered generators to run air conditioners. Current gas flows to the seven major U.S. LNG export plants remain steady at 12.9 bcfd in June, matching May's figures but below the record 14.7 bcfd set in December 2023. This reduction is due to ongoing maintenance at several Louisiana facilities, including Cameron LNG, Cheniere Energy's Sabine Pass, and Venture Global's Calcasieu Pass. So far this year, gas production is down by around 7% due to delayed well completions and reduced drilling by companies like EQT and Chesapeake after prices fell to 3.5-year lows earlier in the year.

Generally agree with robleo, but I treat different shares differently. Basically have my core income shares, core growth shares, core both income/growth shares and the non-core ones I trade, not every day, but when deemed right time. Darktrace was one I traded so thankfully invested when bid for. LGEN is an unusual one because it does move up and down in a range quite regularly. My avg is now 250p and I hope to sell in the 280's whilst the high div keeps me company before then !!