Member Info for Danger_Mouse

I've now added.

What happens if Linda Cook gets shot tomorrow? Where would the share price be. Quick sell, sell sell.

If an asteroid hits the earth tomorrow where then? A huge shock wave, massive amounts of particles would be released into the atmosphere, causing serious environmental damage on a global scale that would surely mean more falls this week.

For diversification, I3E has a very similar production. Similar E/V but less upside but safer production.

"The stock market is a device for transferring money from the impatient to the patient." WB

Also Benjamin Graham, explained this concept by saying that in the short run, the market is like a voting machine--tallying up which firms are popular and unpopular. But in the long run, the market is like a weighing machine--assessing the substance of a company. The message is clear: What matters in the long run is a company's actual underlying business performance and not the investing public's fickle opinion about its prospects in the short run.

125p by this time next year would be almost life-changing for me as JSE makes up 20% of my portfolio.

The (man-made?) volatility helps to create a market in dull UK stocks, otherwise, GSK would be stagnant. Sold some LGEN bought under the Truss fall for GSK at the end of the day. Defiantly a pattern for those who buy low, wait, sell high and repeat.

Selling more oil profits for I3E and annoyingly I am now very much overweight in I3E. The stuff that has not risen, as long as they are quality stocks has more downside protection and more upside potential. Even if it is frustrating, it is sensible.

That's why the buy backs at lower sub 400p prices should have started. No point in buying back at higher prices after the 17th.

scoredagainsteps, I believe JSE was on an overvalued trend WITH investors not accounting for faults that can occur in old equipment at Montara. It swung wildly to under-valude and investors have been rewarded with +19% from the lows. The YTD is -8.47% and we are some way off the 200-day average leaving plenty of upside while JSE allows buybacks to buy at cheap valuations.

The proximity to China should not be underestimated here.

JSE and I3E remain my largest holding with a tiny tiny tiny amount added to HBR.

scoredagainsteps, I believe JSE was on an overvalued trend not investors not accounting for faults that can occur in old equipment at Montara. It swung wildly to under-valude and investors have been rewarded with +19% from the lows. The YTD is -8.47% and we are some way off the 200-day average leaving plenty of upside while JSE allows buybacks to buy at cheap valuations.

The proximity to China should not be underestimated here.

JSE and I3E remain my largest holding with a tiny tiny tiny amount added to HBR.

I wonder if it is the potential TAX on dividends on the 17th that is resulting in this share not going up with the market on UK trading?

Mine is all in an ISA and happy to take shares off anyone doing a transfer or getting out :-)

Oil is recovering strongly. Just added to the two oil producers that are not up on the day :-)

Added here today as a down day. Not sure why I3E is not up with the other oil companies, surely it can't be waiting for WTI to open.... higher?

Discounts have been touching 44% for what is an ungeared portfolio of buyout companies with non of the wild racy holdings that do not have earnings. The holdings in ICGT are very resilient but the performance YTD has not matched this resilient sadly for holders but a genuine opportunity for those looking to add listed private equity for the long run.

Agree we are not all traders able to top slice on peaks. The oil price swings are unpredictable and this impacts I3E's share price so the divs do help. It is always good to reduce sectors as they go up and keep a balanced portfolio.

BarclaysShare I was just joshing. Yeah I am also in big on your I3E so a sensible fundamental thinker you are.

Same, I was a bit cross having had my shares taken away!

ITH would be a lovely diversified at the right price to say HBR. All stocks go from overvalued to undervalued and overvalued again so maintain that I have no bias for an company.

Another technical is the trend lines and that is down towards the gap. Its astrology for men and I use it but don't rely on it. I buy on the way down starting small and as late as I dare. Becuase this is a retirement share I have a 20-year timescale. In my savings, I would only buy this if there was a dividend and a tight stop loss.

Anyway happy to add on the way down for better days or take over.

Since Stockable post is deemed very correct. It is worth updating that Ruffer are pretty much out of equities as a tiny fraction. It continues to outperform the market YTD.