Member Info for Finley1

LWHL, quite simply if the U.K. tax to dealt the electorate, then they have no option other than to offer the people cheaper money. Who cares about 2% inflation, it's not 14%, and is probably manageable at its current level. As you are of course aware cost of fuel is a driver and the Nett zero nonsense isn’t going away,so Reeves has no choice to get people spending other than cheap money.

Clowns the lot of them are, including theIMF they might actually be brave and cut rates 0.5%. Reeves is either going to stimulate the economy that way or put up taxes.

Good luck.

Adidas reporting weakness today. On the tariff front the US consumer seems to be bearing up, US gdp expected to rise to 3%.

If tariffs are to cause major issues, it will become relevant in the second half of the year, according to CNBC, quoting research from Goldman’s.

Bank of England might be brave and come down 0.5% on the interest rate decision, I think due in early August, the IMF have quoted that the U.K. need to cut rates.

Personally, I’m quite surprised the ftse has rallied to this current level, I don’t see a lot of catalysts to drive the ftse, the Dow and the S and P higher other than tech.

Good luck to all holders.

The published statement today is the same format as July ‘24, with guidance in the following Nov. So, that’s the way they present, if share holders here think the CEO would be wasting £523k of his money, then they are ignorant . The CEO has 25 years plus in “the business”, across a wealth of companies, that all adds to a Very balanced leader.

Also as we know the CFO has chipped in, interest rates are coming down, maybe, just maybe, try to be a little bit positive people, and of course .

Good Luck.

Hello Chips, I preferred Land Sec, but after the latest director deals and interest rates scheduled to come down £3.50 ish appears a great entry, can’t see a lot of downside from here.

Good luck.

A statement from the recent RNS. Who writes these things, it’s clearly someone who has been locked in a cupboard for a period of time !

It appears we are seeking 10% of the business, maybe we Prudential see value now in retaining a greater amount, than the 10% we are selling. I think I’ve interpreted the daft sorry draft announcement correctly ?

Good Luck.

As of yesterday I was of the opinion to sell all share holdings and sit in cash. After watching CNBC this morning, the issue with trade tariffs and deadlines has arisen again. It appears not all deals are in the bag, to my mind Lgen will act defensively as the behaviour a few months ago, regardless of the Goldman downgrade.

Good Luck.

According to CNBC the issue with tariffs and deadlines has raised its head again. Personally, I see the situation as a buying opportunity and of course short term weakness.

Good Luck.

Deutsche Bank were practically insolvent a few years ago, an example of how not to run a bank. Changed the management team, I often watch the new CFO talking, I’m not a fan.

The spectre of tax rises in the Autumn budget has taken away any momentum in the ftse, and the US seems to be now back on a charge again, thus investors are probably and have been realigning back in the states.

A tough few months ahead. Good Luck.

“Out to Lunch Bailey” is in Portugal, and has been doing the rounds on CNBC stating that businesses are moaning to him regarding the investment climate, and need cheaper rates. He touched on unemployment rising and of course mentioned that he expects more interest rate cuts.

Hopefully, he will pull his finger out, as like Powell these people are behind the curve.

Good Luck.

Pokerchips, your wasting your time here. I mentioned last week that Norges were playing with the share price, as you recall the same scenario at Prudential and countless others.

Most of the posters on this blog need to work out how the stock market actually works and as we have mentioned before the ftse is in fact a trading casino.

Unfortunately, social media and the younger generation all seem to think they know it all, what they should be doing is really trying to understand trading patterns and trades and of course sentiment.

Easy pickings at the minute on the ftse, of course if you know what your doing..

Good luck.

Lots of nonsense posted on these chat forums most of it speculation. Pentland are old school Jewish money out of North London short term not interested in the share price, these people are beyond smart, they don’t sell business at a loss, so nothing to worry about, of course if private equity want to come in and take them out then that’s a scenario, but it will be on very good terms, would be my opinion.

Norges bank have been playing with the share price to increase their holding as you can see by the RNS , it’s their typical tactic

with distressed business to increase their holding, they are immensely good at pushing the price down, probably using their existing stake and hoovering up the weak sellers.

So either holders are going to keep wetting themselves and inventing scenarios or they can as the saying goes follow the money.

Good Luck.

According to CNBC no rate cut tomorrow, but more importantly the view that tariffs are not priced into the market and that the CPI number will increase going into the summer.

Possible reason for the push down, to my mind fine if your a long term holder, it’s a buying opportunity. The fed will have to react if the data deteriorates further which will instigate a rally.

Good Luck

I do hope investors have learnt something from the process. What with all the analysts and the ‘so called experts’ on behalf of large institutions, betting against Prudential Norges took great advantage of the situation.

Don’t bet against the Chinese was the answer, it was all so obvious, in fact a gift. I’m still heavily invested here one of my best investments this year.

Good luck to all the patient and hopefully well rewarded investors,

Top Hat, point taken and understood. I’ve reviewed your post on the Aviva board regarding judging a business by their cash in hand, even though I agree in principle I’ve found the best use of capital being purchasing distressed assets.

I dare say you have heard of the Rich Dad Poor Dad mentor, and to be fair he has a similar mindset, be it property.

Good Luck with your investing.

Finley.

Top hat, not that I have any interest in your opinion, political comments are indeed relevant to a share like Legal and General.

Comments regarding future taxation, austerity, lack of growth all have a bearing on the bond market and of course the stock market. As I quoted feedback from Davos, big business see more opportunity in aligning with Europe rather than the U.K.

I think the recent rise here welcome that it is has nothing to do with Labour, it’s just rotation into defensive plays and undervalued sectors.

So debating whether or not Reeves will implement tax rises after the next budget, and of course the consequence on the economy and thus the share price here, are not worth mentioning is in fact a sign of a very ill informed investor.

Good Luck.

David best not get into politics there’s a good chap. If you really want to mention the dreadful Labour Party, then be concerned dear boy with Heir Keir and dearest Rachel rolling over to the Chinese and letting them build the London Embassy.

They are beyond clueless the pair of them, the sooner they are out the better, hopefully on the ‘slow boat to China’ on a fact finding mission, on how to be competent.

Dreadful.

The share clearly has momentum. Personally, I think the easy money from the tech trade is over and undervalued value plays are attracting attention.

Long may it last.

Good luck.

‘The market needs to see results’. Those results are achieving growth. The company states that they are confident going forward, and can out perform the market, I’ve invested because I think they will do that, and I’ll be rewarded.

Some investors here appear impatient, yes there are uncertainties, but to me the share is good value at this price.

That’s my opinion of course, yours may differ,

Good Luck.

The issue with JD Sports is the market needs to see results. Expect some buying and price escalation before the next trading update on traders taking positions. If your a believer in the business then you have no choice other than to sit and wait.

The share price is demonstrating this and it’s fairly typical behaviour for a company between trading updates, if investors are not happy then listen again to what the company and the CEO is saying, they to me appear relaxed with the situation and are projecting positivity going forward.

Good Luck.

‘What’s everyone’s plans for the Divi’. Like most people let down by politicians I might have to branch into pot hole repairs,

that great election pledge a year on, is still unfulfilled, and new tyres are expensive.

Good Luck.