Member Info for Dinoken

26th April for Teck vote. Both Class A and Class B need 2/3 approval separately for Teck to go ahead with their own plans. IMO GLEN could pull this off. DYOR

Agree that CS credibility is well past its sell by date, their recommendation smells worse than swiss cheese and is clearly just as full of holes. However, another bank rumoured at one stage to be next in line in the falling dominos game has just reiterated BUY 575

PE approaching single digits, trading at 40% fair value, and earnings forecast to increase over 100% annually. Too many contradictions here. Either bargain of century or bad news coming.

Thoughts ? Several IMO BS articles recently about upcoming mortgage crisis as no less than half of NWG loans are mortgages.
Almost third of mortages complete and need refinancing within next few years but increase in valuations/falling wages/rising living costs will mean that many borrowers may fail to refinance as their mortgage comes due.
In brief, significant loan loss in mortgage portfolio could wipe out NWG equity value. NIMs going down as deposit rates rise. Apart from that, everything is Rosie, the £5.3m girl ...
DYOR

Joke ? IMO awaiting the Immaculada conception ...

Too late to sell ?

Sale of plot in Milton Keynes to TW announced yesterday means strong start to 2023. Surprised sp did not respond accordingly ...

Anyone any idea who the winner is ?

Jeff now at buy 2115 from 2660.

Looks more like a guillotine ...

Trending south last few days and 3% drop today. Anyone any ideas why ?

Stockings down, interest up - where is the bottom ? 50 ish ? IMO not quite there yet ...

Zantac California Court starting Feb 16th. Key date IMO

I like dogs

Teresa (May) - you are clearly a credible GSK pundit as shown by your first post. In brief, are you suggesting a) punt on Monday, sell on Friday or b) hold till after results ?

2022 Full Year and Q4 results are fast approaching, Wednesday Feb 1. Worth a punt now or catch it as it falls ? IMO could go either way ...

How dare you sully the fine name of Barclays with regards to dividend payments ! I can personally testify that for some shares (Keller), payments were a mere 3 weeks (yes weeks) late. Explanation being that KLR paid them wrong amount ... And yes, I still have not received my GSK dividend. Off to the food bank ...

IMO the blog is wallpaper covering the potentially fatal crack in the wall - ie Zantac. The only thing that the GSK sp has responded to recently is Zantac. Everything else (including financial and test results) are almost irrelevant. There are several US hearings coming up which will move the sp significantly. IMO the blog should highlight the approximate dates of hearings in chronological order so that investors can punt accordingly.

But will it be accompanied by some form of invidious consolidation ?

£18 before end 23 ? End 23rd century more like. £14 fast approaching, usually resistance here ...