Member Info for driftking27

Ripely stop dieting this page with cut n paste jobs.

Thanks

Can see a big spike in NG / Nat Gas wholesale prices looming for Feb futures..

1400p is reachable here ..

£3.7bn hit from nEt Zero Transition comes to the news.

Still not worth trading until all these botched up projects are sussed out and doused.

Best 5 Shares in my portfolio in January has been

GS, LMT, ABDN, NOVO, & RIO all up 5-11% so far…

What’s been your best stick mover so far?

Still here since 2004, CVX, XOM treating me better, not mention RIO& BHPS rise.

TOTAL not doing well neither, but we’ll see as we are all LONG oil lol

Oilies are so overrated better off with miners

Let’s see what BHP do on 5th Feb. I’m up over 305%, but not getting greedy, I want more and so wanted to stay here longer.

I’m feinted to move to the left on this…but with BHP the growth is not as sustained as it is with RIO.

It’s anyone’s guess which direction it goes. Surprised it’s not had any pullback with strengthening of $ today from bad bank results.

I do like hearing what Trump is up to next. Cutting credit card interest rates! So can’t wait if he wins this one.!! Not that it applies to me, but general consumer

Not that this means much…

I know BHP is not a FTSE constitute, but FTSE today stands at 19.85

BHP is 17.3 times

ASX is 20.85

BHP always seems to be undervalued against indexes I have found.

You clearly missed the point. THEY WILL BE OVERPAYING at a height of this commodity cycle which could collapse for sure .

Remember the AI bubble talk, if that happens then this possible deal will be yet another ridiculous deal,

Bigger is not better in anyone’s eyes…

So.., been in RIO for nearly 2decades doesn’t feel it, but I’m a LONG

The recent news about a potential merger with Glencore raises fundamental questions for me, as a long-term investor.

Anyone holding Rio because of its balance sheet discipline and clear structure must critically examine this development.

Here are the key points of my concerns: Breaking the strategic promise: The current management under Simon Trott took office with a promise of "simplicity" and operational discipline.

Initiating talks about a highly complex mega-merger with a commodity trader like Glencore represents a fundamental about-face.

The risk of trading: Rio Tinto's history calls for caution. In 2007, they bought Alcan at the market peak (with massive subsequent write-downs), and in 2018, they sold coal assets to Glencore at the bottom.

The fact that they are now targeting Glencore while copper prices are reaching record highs seems like another ill-timed entry. Shareholder dilution and balance sheet risks:

Following the acquisition of Arcadium Lithium and major projects like Simandou, the balance sheet is already under strain.

A deal of this magnitude threatens to massively dilute existing shareholders and burden Glencore's previously solid risk profile with its debt and legacy legal issues. Cultural shift and complexity: Rio Tinto has traditionally been a focused mining operator. Glencore brings a completely different

Bigger IS NOT better.

Even take pharma, PFIZER bought WYETh

2009, Pfizer acquired the rival pharmaceutical company Wyeth in a deal valued at approximately $68 billion. That one of Pfizer’s worst purchases as was OXYS purchase of ANDARKO Patroleum that nearly destroyed OXY petroleum in 2019.

I will be waiting for a slight uptick and sell into any rise.

I also hold VALE and has performed well last 6weeks on good results.

I’m moving this to MYI or a good cheap trust invest I have

Love your sense of humour Littleaston! Sitting gobbling up the sold shares . . . . You won the lottery !!!

Bigger Q! Will they overpay and SP tanks again

It’s a couple of weeks until this Oil boom is in full bloom. Wait and see it…

Oil prices are going rise in weeks ahead due to the VE supply being restricted . Unless Trump sells this crude oil immediately the price will rise… on top of that we have the global tariff effect, which could have an unintentional affect, though it could halt any rise. It’s anyone’s guess where oil prices are going, though we also have China & Taiwan war pending too.

War upon war what a world we live in…:-(

Dumbing this down. TOP up if your LONG.

I have topped up for first time since owning SL. in 2005. Added another 1/4 to my holdings down at 155p.

Broker told me to sell this in 2016, maybe shoukdv but didn’t as I knew this could be one to hold and watch a LING LONG LONG turnaround

We’ll see where we are by 2030..

I started SL at 415p

I’m seeing a spike in crude oil prices in next few weeks due to NO OIL coming out of Venezuela .

So, just sit back and buy on the small dips for a spike by end of Jan..

HSBC does have to substantiate this in its growth in next results. GS & HSBC in my portfolio have been on some rollercoaster rides the last 12months.

Suppose youv read one of the articles on wall St about BATS

Dividends are typically paid out of company income, so if a company pays out more than it earned, its dividend is usually at a higher risk of being cut. British American Tobacco distributed an unsustainably high 174% of its profit as dividends to shareholders last year. Without extenuating circumstances, we'd consider the dividend at risk of a cut. Yet cash flows are even more important than profits for assessing a dividend, so we need to see if the company generated enough cash to pay its distribution. It paid out more than half (61%) of its free cash flow in the past year, which is within an average range for most companies.

It's good to see that while British American Tobacco's dividends were not covered by profits, at least they are affordable from a cash perspective. Still, if the company repeatedly paid a dividend greater than its profits, we'd be concerned. Very few companies are able to sustainably pay dividends larger than their reported earnings.

The once dreamt of SPT, is playing slow catch up with its peers.

1200-1300 this yr for sure, that’s based on TRUMP not going to jail for the Epstein files!

Markets would collapse in my view, but US brokers still have a continued bill market, one says could continue for another 3-4yrs…

My latest additions last month were more LGEN & NOVO ..

Gla for 2026 💥

I don’t follow brokers, but the uptrend will continue until March I believe.

Noticed a broker with a note

Bank of America raises National Grid price target to 1,300 (1,240) pence - 'buy'

Share prices of these 3 life insurers are not going to set the world alike, but there not going to disappear neither.

Your better of in pharma with actual true growth, abd one of my picks for 2026 is NOVO and ABBVIE maybe put in DGE as a possible one to watch.

But here, you’ll not be getting rich with this.

Iv been here since 2011, and topped up a couple of times and sitting at a 8% of my 22-25 holdings.

Theres better options than here…

What is the riskiest part of LGEN is the accounting with this and all insurer businesses. Always has been

It DOES NOT mention anything of the sort!

You need to re-read what I have pointed out. . .

This is a clear as clear can be point I have made.

Mentions nothing about its EPS to dividend ratio, does not mention what ratio of cigarettes are sold versus vapes in UK, USA & rest of world from Bats profile versus PM & IMB.

You need to come up with a better response mate

So what weighting do you have on BATS?

I was in at 8% with IMT from 2011, but sold them in November/December to buy BATS

Mine is 4-5% I’m heavy pharma with ABBVIE / JNJ / ROCHE / VERT, and tech / finance GS / MA / GOOGL