Member Info for contrarian123

Some EV companies and EV upstarts. The market is forward looking at least by 6 months the historical stats you are all looking at about uptake are useless. Their projections are also useless because they are influenced first and foremost by whichever interests are paying them (think all the climate change scientists and what would they be doing if they weren't funded by green industries) and by government policies which are changing in the face of inflation costs e.g. the shift of ICE ban from 2030 to 2035. Now look at what the market thinks 6 months ahead about EV companies.

% Below High

BYD $BYDDF: -40%

Li Auto $LI: -41%

Tesla $TSLA: -55%

Polestar $PSNY: -84%

XPeng $XPEV: -88%

NIO $NIO: -91%

GreenPower $GP: -92%

Rivian $RIVN: -92%

Vinfast $VFS: -93%

LionElectric $LEV: -95%

QuantumScape $QS: -95%

Lucid $LCID: -96%

Fisker $FSR: -97%

Canoo $GOEV: -99.1%

Nikola $NKLA: -99.2%

Lordstown $RIDEQ: -99.7%

Proterra $PTRAQ: -99.91%

Arrival $ARVL: -99.96%

Faraday $FFIE: -99.99%

Slurms it is still a growing market but with a slowed down pace. I don't look at historical stats but gauge in the wider context. We are soon approaching a period of deflationary bust. If not this year as there are elections in the US then next year. The vast majority of EV sales from what I see is the corporate leasing market due to the tax breaks aka subsidies by govermentnts. These will inevitably slow down as things get worse. Very few private individuals that are not affluent are considering EVs at the moment. I see this in the 2nd hand market too where prices are collapsing. You must have seen the Porsche Taycan videos. You can pick one up for under 50K now and projected values for this are about 25-30K in 2 yrs time. It is ridiculous. I personally know so many people that have switched back to ICE because the whole thing is a sham. EVs are only good as 2nd city vehicles and most people do not have the luxury for 2nd vehicles. I have many working friends who choose EV as a necessity because the alternative is they get taxed to death. This is for me the only thing that props the whole thing up. Soon these subsidies will excuse the pun subside as the recession looms. HZM marketed themselves on green credentials I said months ago do not pay attention to these things. It's a nice story when everything in the economy is rosy. When it isn't you are left with a hot potato.

HZM is uninvestable. It's a dog the previous directors hid many problems - I was amazed there were no issues reported during progress. And all of a sudden boom everything came out and they left investors with nothing.

Typical AIM story. This is why AIM investing is for me for day trading. See an opportunity maybe an RNS jump in and then out. It is Wild West you cannot trust anyone.

I see people investing so much energy here when all they could do is learn some basics about option walls, liquidity, treasury issuances (US) and then technical levels of SPX and just trade that or invest in big blue chips.

Oh Dear

I was very surprised there were no bad news in the early days now they all come in. It just goes to show investing in junior miners is a risky business and you should not believe in rose tinted stories and sunlit uplands. The longtermers here scarred beyond recognition yet they still pedal a story so they can exit with some dignity. My view is that this will drift lower these stories will become more prevalent and be used as an excuse to take over the project for nothing. Leaving any dreamers here with well pretty much nothing. Finance has not been agreed yet only just shows that there are deep problems.

Meanwhile the wider macro suggests that electric vehicle demand is falling as I was saying moths ago it will happen, China will be the leader in electric vehicles and they could not care less about an ethically produced Nickel, yields are staying high thus cost of finance is still high. So many tailwinds yet dreamers here dream.

Good luck to you

Jed I have made up my mind you are truly a dreamer - When the market and IF it gets to 8000 it will be the manufacturers defence plays and possibly miners that will moon. Not ITV and certainly not a pound.

My God the naivety here is staggering. All this effort in watching ITV when you could just be blindingly been buying the NVIDIA's , AMD, SPX index and all sorts of other things that are not dogs.

Jed if there is appetite for growth there is about 2000 dogs in the Russell index begging to catch up with the Mag 7.

The studio valuation is meaningful only if they were to sell. But because there is no chance that the TV side of things will be split up, because no foreign owner in the right mind would want to buy the TV side, there is little value to keep on mentioning as it is tied up (studios) with a dog and a lame dame

Solley are you scared of your own shadow man? You think because we criticise the Lame Mccall and her BoD the share price will tank? I have news for you it has and been doing so under her useless tenure for years. Grow a pair

I have sent two emails in the space of 2 weeks addressed to McCall - I have received acknowledgments of course but no response. My emails have been direct along the lines of: You have presided over failure since you took over - you have not delivered value to shareholders - Please resign. I couldn't resist a dig by saying "You have so many other causes to uphold you will be busy with that. This business needs someone with nous."

Buy backs will only happen if ITV is threatened with a bid. The dame will borrow cutback on anything else to defend any hostiles. Not wanting to give up the cushy number

This is what I am saying Jed - ITV is a dividend trap just like Vodafone -Christ!

One word VODAFONE - keep choosing divi...

Jed my thoughts and suggestions have been clear since last year (early)

I said then look for opportunities to exit this dog.

I have repeatedly said that Carolyn McCall should go. Even if some claim "what can she do - it's the economy" the fact is that no-one trusts her and optics that drive sentiment as more important for the share price than any fundamentals which you could wait for years to come good. It is simple she needs to go and get someone in that may appear to breathe fresh air and kitchen sink the whole operation.

Finally be under no illusion with the current leadership any minuscule possibility of a bid will result in the lame dame stopping the dividend and borrowing left right and center to defend ITV from being taken over. She will do the bidding of someone else and will defend it with your money and equity. Not a cat's chance in hell no matter how low the price may go.

Jesus another attempt at a bid talk. Grow up and accept it - ITV with its current leadership is a no go. It is just a shorting fund's dream come true. For years people defend the woke dame, saying ITV fair value this and that. Bid approached nothing absolutely sod all.

Grow up and accept it

And in my haste I forgot the analysis link

https://www.ii.co.uk/analysis-commentary/28-recovery-stocks-watch-2024-ii530390

Here’s the II analysis. Don’t get too excited ITV is NOT on the list. As long as the utterly incompetent lame dame Carolyn McCall has the reigns it will just not happen. She has lost all credibility and she’s like an administrator now more worried about what next scandal is going to surface or whether she’s got enough diversity inclusivity sustainability you know all the things that do not generate profit

You bought on the back of a program? Let me give you a clue. ITV could produce hit after hit it makes sod all difference. What makes a difference still is advertising and that is in the doldrums. Everyone in the city is looking at advertising numbers and while everyone is affected by the low numbers the ITV day to day programming is so dire no one is watching.

Meanwhile the incompetent Carolyn McCall and her equally incompetent board are allowed to continue on a path which seems pretty apathetic. How long until she is removed? Or is ITV like the public sector? Rewarding incompetence and just letting people choose to retire?

Once again. Some people never learn. There are bigger and better calculators out there and you don't even feature in the calculations unless they want to lure you in to "invest". Some people never learn.

Meanwhile US Indices look like topping perhaps 2nd week in January and China have printed more Yuan. FXI looks like breaking out BIDU will be the communist regime preferred censored ChatGPT with a billion plus market. But some stubborn donkeys want to keep on calculating their way out of the impossible

Zzzzz the directors are waiting for someone to buy them out. Not even a fake Santa Rally can delivery Equity Developments fair valuation that's been touted for years

There were no sellers at these prices you imbecile. Shorting was done at much higher prices. Everyone spouting the same nonsense, FFS