Member Info for driftking27

Jeffrey. Your spot on buybacks are a waste of time…

As for UK ftse stocks v world stocks, that’s another question!

We’ve unperformed for decades versus US because of GBP v US$

If we compare some gains here v UK stocks from 1994 to 2023 October 26th

XOM +750% plus dividends( USA) 

SHEL 144% plus dividends in that period 

BP. 320% plus dividends 

CVX. 700% plus dividend's (USA) 

OXY. 5800%! plus dividends ( USA) 

including 

BHP + 1,025% ! Plus dividends along the way!!

Diamondback Energy +780% (2012-2023) + dividends / special dividends (USA)

COP +950% plus dividends(USA)

Defence Spending is not to be increased. This is going to be a knock to BAE in short term. Be ready for shake in budget speech

I’m not watching this like if debt destroy VODA. Have bought 5 tranches since 2007.

It’s a debt ridden company nearly the size of itself.

In 3015 SOCIET Generale were the first broker put a 109p price target when SP was 190-210p. Think it was just after they sold their Crown Jewels.

They were so right with their future outlook i coujd recite, but not wasting my time on this sorry mistake.

Im down £14000 at present, so feck it. I’m all in on Crowdstrike as of 23rd Feb.

Iv left a messily 1000 shares to ride.

More chance of making back loss on security risk to current security systems than watch Vodafone somehow rise to 80p at least . Impossible

German needs to come of recession, Italia needs a jet rocket to help its economy too to aid VODA.

Bye.

GLA

I’m doing so much better with my pharma and tech to date, hopefully CROWD can propel at least £5k back .

Don’t really care anymore after CEO we thought was doing a great idea in diversifying VODA in EU lost it

This is most expensive stock in US based on PE, 1179 lol

I bought in with only 25 at $290 3nd of January.

PALO collapsed after earnings and forward guidance rerating.

Now I see GS & UBS and few others bullish on CROWD.

Iv also got GOOG & CISCO Iv had for nearly 10yrs.

You mentioned BAE are cheap?

They are expensive against FTSE100 which trades at 11 forward earnings.

Unless your thinking there cheap versus US counterparts LMT & NOC?

Stop being a bunch of immature traders.

Your just ignore what was said and move on, cause your dirtying this message board.

Grow up

Can this bank get any more cheaper than its competitor, or is it UK stocks in general??

Iv got HSBC, BARC & GS.

Its dividend is a compelling story, but the car insurance is not a guaranteed one. Just like the PPI scandal, hope it’s not like that one!

Interested to rebuy these. Had to sell the few thousand I had to put towards a vet bill for a pet in 2020

£100m trade is with undoubtedly a fund manager or pensions buying

I sold this morning.

Moved me profits to VALE

They offer more upside ..and gave lower cost to production cost basis for iron ore

Results 21st …

Dont be fooled by SPT being raised, you can’t be that daft…

Very sad that this stock being punished because other companies earning reports are good but forward guidance lacking.

Once FEDS & Government confirm new budgets then the future trend will be revisited.

This is going sideways until then.

Found an article about expectations for 2024 on VALE.

Vale does offer more upside of the 3 iron ore miners, and can produce iron ore at lower cost to 3 I believe

https://seekingalpha.com/article/4662624-vale-outperformance-in-2024-possible

I sold RIO today with 78% gain funnily the year I was born too

The reason as I have pointed out below is due to the drop in SP.

Look at the other competitors in the sector, LMT et al.

BA is trading at higher p/e and needs a slight re-rating.

The potential for further sp growth is based on guaranteed governmental / fed spending on military armoury defence.

This should be re-rated down to 1150p at least based on ftse p/e of 11.

As BHP & ANTO have just reported today dividend cuts if at least 25% each, RIO will be following trend along with VALE too.

We watch and see what happens tomorrow.

Nasdaq have good opinions on future earnings for shares. a place i go and always comes up trumps on results.

GLA

IM LONG, have been since 2008/09

I have already pointed out reasons NOT to buy trust funds in RISKY assets many times to people whom do t understand complexities about it.

Only buy what you CLEARLY understand.

Miners have been cutting dividends for past 12-18mths, thus these funds will suffer on both front income and performance.

Stay away from BRWM .

bhp have just announced divi cut that has been expected by 25%.

looks likely rio will follow, after anto***asta cut there’s too today.

nasdaq analysts have good views to follow for future expectations.

vale are due to cut too on 23rd too by some.

therefore, rio will drift lower, back to 5000p i believe by graphs i’m watching

Interim Divi has been cut by 25% to 72c. It was 90c in 2023

On BRWM, I’d say VALE has been biggest concern vastly underperforming all BHP & RIO significantly including dividend which was cut too.

Further to my point

https://www.fool.co.uk/2023/12/09/here-are-the-bhp-rio-tinto-and-glencore-dividend-forecasts-for-2024/

Iv been here since 2008 / 2009 and been drip feeding each yr on both

Thought I just add my tuppence again about a divi cut approaching.

If you’re only holding this for a dividend income, beware as dividends are not going to guaranteed anywhere near 2021-22 levels

With higher material costs and lower demand there is there is going to be lower profits obviously.

So, as my broker was against me buying into BHP for this reason in 2021, he was right due to continual downward trajectory on divi and eps, but have held since 2008/09, topping up along the way. Not at the minute I’m not.

I have found this to add for everyone

Divi info

BHP 2024 expected 158c compared to 171c 2023 152c for 2025, 142c for 2026.

RIO 2024 expected could actually rise from 2023 levels to 476c from 422c, 2025 expected 439c.

There is also an article on fools.co.uk siting future cuts to aid growth for BHP due to higher costs and divi cuts too to read.

As iv been here since 2008/09 I’m not bothered, as I’m just watching another New World create and send us another direction.

Gla

My other trades have been in October here and GOOG, CVX & DGE in Jan

The RSI has sat at 40-45 this week. Maybe due to pending results out soon next week.

I would wait to buy after results drop….