Member Info for driftking27

I think I’ll be buying more RIO this yr than BHP, i meant

What about FIRST QUANTUM LTD in Canada?

They have great Copper assets too, and coujd get them on cheap due to debt they carry.

Whom are HILLS main US competitors?

I guess Morgan Sindall & Balfour Beatty are in UK.

You’re wasting your time with setting an order.

Try buying 1/3 of your possible total cost your prepared to buy in BP, and top up with the 2/3 if and when it drops 10%. It will happen, as stocks don’t always go up for ever.

This is not environment for orders.

Best of luck.

Unsure due to FTSE hitting 8000, and the issues in Gaza and Ukraine etc all settling down on the news, whether investors would have appetite to buy BA over oilies or riskier assets.

The weaker pound will be hitting BAE I’m thinking …

Thanks for bringing this to light. I only pay attention to that DWT if buying shares on other indexes.

Bought more on Feb, and have just calculated my dividend (72c)payout versus what was paid and yes it’s 30% less

Don’t get carried away with SPT’s off any broker.

Bernstein setting a preposterously absurd target in a top heavy stockmarket ain’t clever.

Yes with interest rates maybe coming down mid ye, but that’s going to only do opposite thing and raise inflation.

I’d trade carefully and not get too greedy.

The last SPT set was £126, never got there, due to many reasons.

Brokers will manipulate every Uk share now to get us buying every share to reduce the gap versus US competitors.

I’d look at £120 first and to hold above that.

I’m spread over 6 pharma’s

AMGN

AZN

ABBVIE

JNJ

ROCHE

VERT

National Grid still outperforms SSE over 1yr, 6months, YTD, 3months 1month and 1week

I believe it’s due to having that higher yield that is keeping holders happier?

So, changing topic to BP.

If Shell does leave FTSE, that would propel even further.

I’m presuming that is what BARC are basing their SPT on Bp at 1000p to be

Barclays analyst Lydia Rainforth maintains his Buy rating on the stock. The target price remains unchanged at GBX 1000p

Iran hold the upper hand here on oil price direction as they control the sea passage of the Strait of Hormuz.

This is what could and will cause a major oil spike.

I see this going higher than $100 .

Americans are talking about $120-130 already last night on CNBC, and Bloomberg.

Don’t want it to happen, but it could easily burst too.

The FTSE's 12-month forward price-to-earnings ratio, at around 11.22 compared to the S&P 500's 21.14, representing a discount of around 47%, the widest since at least 1990’s

Will it change??

On Friday US oil majors drop 1-1.8% across the board.

Though suppose they gain on the geopolitical gibberish in Asia.

I have seeing the discount between US v UK oilies gain in the current quarter.

The discount on P/E to our counterparts id say by calculations has to be between 20-25% over the last couple of decades .

On a different but will have a direct impact is interest rates.

I can’t see interest rates being reduced thus yr at all, it’s far too risky on the inflation aspect.

Inflation will obviously pick up with lower rates, which we don’t want to happen, so believe me, rates are to stay this way for LONG period as we first knew.

The world has to pay for their mistakes.

Governments should never have reduced to zero, that was a dumb plan, but hey I don’t work for inept BoE or FEds who has this problem now.

It would have given governments tools to use further down line LIMITING thus bubble effect they have manifested, and profited from.

Iv still got my 2500 holding h3re, not adding to it until the next total collapse happens in markets.

Truth hurts, but we will have something happen when no one knows

Biggest mistake BoE made and possibly nearly every monetary controller, has been in 2009 when they lowered interest rates down to zero.

This just restarted the same trend of making a quick buck for the Feds and governing bodies on them buying bonds and holdings in banks etc.

If they had left at 1-2% rather than increasing lower rates so aggressively

Then again I’m not working for BoE, but look what they got do so wrong

I only hold US real estate SPG in property, but PSN on my watchlist this year along with Volvo trucks.

Hi all,

I’d wait and not jump in to add more still at the minute. This geopolitical is going to continue and the markets are going to suffer if we have Iran doing what they say.

This share cheap, still, but then again the whole of the UK FTSE is cheap versus S&P I’d say as much as 20-30% based on P/E’s.

We also have the real possibility of no rate cuts in UK which will possibly be the case for USA too.

Inflation is still high, but we all know that when they lower rates, inflation undoubtedly rise again. It’s a conundrum …

I’m around 4% here, not increasing unless we get close to 3000-35000p.

I believe we’re looking at Jan/Feb ‘25 for rate cuts

I’d wait and not jump in coz this share is cheap. EVERY SHARE is cheap in UK.

We’re possibly 20-25%undervalued to the S&P competitors.

On that, I would also not see any rate cut this yr, as it’s just going to propel higher which we DONT WANT.

I believe we’re looking at Jan/Feb 25.

UNDERVALUED FOR a reason…

RKT is not just based on entamil

Found this on yawoo

What it does: Reckitt is a multinational fast-moving consumer goods manufacturer and marketer that owns brands including Finish and Gaviscon.

By Christopher Ruane. Blue-chip bargain or a falling knife – how best to describe Reckitt (LSE: RKT)?

The shares have moved down recently to their lowest price in over a decade.

There are good reasons for that, including a recent unfavourable legal judgement in the US relating to the company’s problematic infant nutrition formula business and sharply lower operating profit last year. Net revenue declined in the most recent quarter, due in part to accounting irregularities in a couple of Middle Eastern markets.

Clearly, management has a lot of work to do.

However, the business has a portfolio of attractive premium brands in categories likely to experience ongoing demand. It generates substantial free cash flow, is profitable with attractive margins and has been reducing net debt.

With a dividend of 4.4% and price-to-earnings ratio of 14, this FTSE 100 firm looks like offering good long-term value to me despite the risks.

To admin, please reset this message board. There is no time for these people that come on here and vent their anger.

Onward and upwards for us investors here. Only have 3769

When DT wins the elections, we’re all going to be dirty rich again so what matters to be down 12% in break even price. This will be back to a good level by March 2025 via the 🚀

It’s sad, but true.

I’m still holding 5 figures here, and will be adding a couple over coming months ahead on a proper bottom.

This will be a LONGLONG play to recovery.

But there are lots of FTSE constituents that em to be struggling compared to US counterparts.

It’s sad that it’s been a common thing for our FTSE is cheap as chips compared to rest of World? Is this the governments fault or FX?