Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The script has been released in RNS updates.
Can’t spot anything that stands out particularly as course redirection.
Market sentiment on hopes that recent events in the ME won’t turn into WW3 (rightly or wrongly). i.e the Israel response was not quite as gung-ho as feared it may be.
Which is a better scenario for Lloyds SP? A falling CPI that could indicate faster interest rate falls and thus reduce potential bad debts… or a stubborn CPI thus protecting the better NIM?
What do we think the market will react to?
I’m in the camp of slight reduction of CPI and summer rate cut.
Apologies for replying to the wrong thread! Comment still stands though…
KelticKilla - [The question is why are they struggling to rise when ex div is less than a month away?].
Don’t understand this comment.. the shares have risen from ~42p to 50p in a few months.
There’s other stuff in your post that I do agree with… just not that comment!
The reason the SP is tanking is because I made a large purchase at 47p the day before the FCA announcement and the US/UK decided to fire rockets into Yemen.
I foolishly bought in thinking this was a good opportunity on the run up to FY results and followed by Ex Divi.
I wholeheartedly apologise to fellow investors for not announcing my purchase at 47p as a warning the SP was abound to tank the next day.
Seriously though.. this share is ups and downs. Win some and lose some. It will recover to 47p+ and probably won’t take that long. Just have to relax a bit.
Asperger, thank you for the selfless effort and organisation. HNY.
54p (again!)
I also bailed out this morning. I missed the opening high but still got the 23.50 that I was hoping for to give a small profit. Will wait and see how the SP moves in the next two days but if it sheds around £1 I may buy back in.
M
Hoping for £23.50+ before Wednesday close. Seems very quiet though this week…
I assume that LLOY is too big to manipulate the SP one way or another.. or is that wishful thinking? I.e. Viking on their own can’t do anything. It’s just a punt..
Profit up, NIM up and divi up.
*borrowers (bloody auto correct!)
Lots of negative opinion in the media recently regarding lenders putting up rates to borrows immediately but not putting up saving rates as much or as quickly.
My question is do the lenders need to have a wider margin because even though they should profit from rising rates, they still have an exposure on their books to borrows who are on longer term low rate deals that are not due to expire in the next few years? I.e. is this a significant drag on lenders profits that the media are not highlighting? Or are these longer term loans already hedged in some way?
Curious to understand the mechanics at a high level. Thanks.
You could have had your 52p only a few months ago??
This old nag needs a slap on the ar5e to get it to move.
Before XD on Thursday. Will it break through 50p?
I’m going for 49.8p
I think 0 or .25 will be seen as stability and .5 would be seen as a broad risk to people finances and the economy… not to mention the banking sector. So in terms to the short term SP for LLOY I think stability rules over any potential increase in NIM. Zero or .25 for me…
“ Powell & yellen..farcical..no one in their enormous dept spotted/red flagged svb etc...to busy playing politics..both should be sacked when this calms down..which it will..”
Personally I think they play the markets more than they play politics…!
Seems HSBC are in driving seat to bail out the Uk arm. Hopefully we can dodge the bullet.