Member Info for Finley1

Good Numbers from Aviva today, nice to watch a sharp CEO present on CNBC. She has been making clear good growth in the pension market.

As a bit of a very loose comparison the sector seems to be performing well.

It’s the same old argument, that investors who pick up on Labours short falls are disgruntled Tories. Fair to say that’s not correct. Parliament regardless of who’s in charge has been Liberal leaning for the last few governments. It’s driven by the civil service, the PM can’t get anything done. That’s how the game works.

It will be down to the next PM to change the status quo so people get what they voted for . You won’t get change with Starmer you will just get rules and regulation and maintaining the status quo.

Energy bills are up over 18% since he came in, with his pledge to not increase bills, and actually save people £300 a year. The man lies across all fronts, that what the Liberal elites do,

because they think they are better than the electorate.

Something to think about.

Hello David, it was probably someone like myself who risked their capital to create a business for you to work for. I guess during your career you worked for a living, and was employed by a company. I dare say if the boss came out and said we can’t afford the increases in NI, minimum wage, energy,business rates, they Labour have moved the goalposts, we have to let you go.

Would you still be a free gear Kier believer, or perhaps you might just think he’s a liar and not to be trusted. You will have time to contemplate, lots of it because your unemployed.

Lots of reasons too many to mention. Labour were handed the fastest growing economy in 2024 out of the G7 and have tanked it. That unfortunately is not good for us as shareholders.

Yes its tedious keep mentioning it, but with bureaucracy comes excess cost which makes us uncompetitive. The sooner they are out the better.

Having bought a few shares recently, I do admire posters confidence. Alas, the indicators are pointing to a flat year. Announced this morning energy increasing 6.4% in April. Maybe posters should vent their frustration at the present Labour government who lied on the campaign trail and turned the fastest growing economy in 2024 out of the G7 to the stagnant, decreasing mess that we are in now.

I do wish investors well, but it’s going to be a challenging year.

Good luck

Quoted as saying on CNBC. Government has become highly bureaucratic, over regulated, inefficient needs a lot of work.

Does that sound familiar. Sir Kier has been quoted as saying from his Swiss retreat, us solicitors for too long have been able to get away with fooling the electorate. I’m here today to strengthen up our regulation to enforce regulation to make us the most over regulated country in the world.

A journalist has been quoting as asking “ won’t that be detrimental to business”.He snapped

back, we have gone to great lengths, and I’m proud of my record of not knowing what I’m doing, that record will go down in history as the most incompetent PM yet, for that I can be

truly proud.

Something as always to think about.

Standard Charter, Alibaba all reporting above expectations results. Why sell now !

I would also add it took a leg down yesterday, a small recovery back today on the CPI number.

What that CPI number here has to do with Prudentials business interests in Asia is beyond me.

My view and it’s been so for the last year, the S and P and big tech are due a rotation, and this stock will come back into play. Patience, that’s what investing used to be about.

The patient smart investor always wins in the end. Ignore the outside hype from the so called analysts and listen to the CEO. As we have been saying for a while. The business is not valued correctly on the LSE it was therefore obvious that Prudential would do something to increase said value, and attach new investors.

Good luck.

The big construction companies are run by accountants. If they could build a house out of Lego and get away with it, they would do. The talk of British Standards is quite frankly laughable. I would say back in the day the BS kite mark meant something, but my view the outsourcing market has lead to sub standard materials.

Tradesmen know, unfortunately home owners don’t. Something to think about.

Hello, to be fair I haven’t looked at the solution as you point out. I didn’t know if the IFRS losses were also to do with other parts of the business other than bonds. Thanks for some insight into the matter, as always good luck.

Thanks.

I would say the Bank of England cutting the growth rate forecast in half yesterday, hasn’t helped. What is Rachel to do ?The Large American banks have told her they are more aligned with Europe. She has no policies in the short term and as we know no ideas. Starmer has been rubbing up to the Europeans again rather than the Americans, and Bacon sandwich Ed doesn’t like the talk of a Heathrow extension.

Fuel prices are forecast to escalate again making U.K. business even more expensive. Unfortunately, the writing is on the wall. The Lgen ceo is showing signs of flair, but it’s quite clear that the environment that Labour has created wont support the share price on the London Market.

The latte drinking lefties can argue all they like, but the facts are unfortunately the facts, and the market is bear, how is Rachel going to overcome all these self inflicted challenges, I would say, she will as always of course blame other people !

Something to think about.

My view the Americans are still short the market. I thought the share price might of had a peak up into the start of the US opening clearly not.

Interesting to see that Prudential has now changed trend and is on the incline. As I mentioned before Norges bank were playing with the share price and managed to increase their share count to 5% of the business. I’m not an accountant, thankfully, after looking at the last set of accounts there was reported a loss in regard to the IFRS procedures. It will be interesting to see if those booked losses have now become positive, or making inroads to do so.

IFRS seems to have created havoc on company balance sheets, my understanding is that the valuation of a entity needs to be current, ie its fluctuations disclosed, even though the company will not say sell for that price, they have to disclose that book price.

Anyhow, as I said it appears a load of accountancy jargon, but the point is the future profits locked up in these valuations must start to filter through to the share price which one would of thought be of course positive for the share price.

Something to think about.

Feedback from Davos, I was talking to a senior banker is that Large money especially the big US banks, are seeing more opportunity aligning with Europe.

They told the Exchequer in no uncertain terms that the budget policies announced as we know reference the NI and minimum wage and other taxes are anti growth.

Regardless of nicknames for people the chancellor Rachel has created the issue, she has since tried to steady the ship with talking to the regulators, good luck with that one, and announcing

new airport extensions. Also good luck with that one, due to the restrictions with planning.

They for years Labour have been on the side of regulation and more regulation, now in charge it’s fairly obvious that they can’t get anything done.

And they wonder why, voters are now questioning their capabilities.

The US hedge funds are controlling the action. Aqr are a big player to my mind, not happy the share got away this morning . Sold it back down.

Lgen appears to have gained a bit of momentum. There is talk that the S and P is going to have a flat year, and the tech trade is exhausted. What with falling interest rates in the U.K. and the buying into the dividend date for Lgen, the share is on a path upwards.

Why sell now, the trend has changed finally. Bank of England meeting next week, another cut will be good for the share price and its juststopped raining.

Something to think about.

Labour in their wisdom might implement a new ‘help to buy scheme’. If so, that would be a short term catalyst for the house builders, and they would probably be worth a trade on the back of that news. It appears fairly nailed on regarding B of E interest rate cuts, so I don’t like the idea of owning the housebuilders at present, but I see a good trade .

Something to think about.

Hello, watching CNBC recently, they quoted Trump was considering the tariff trade, they had a plan, but were not implementing it at present.

As we all know it’s all talk to gain an advantage with Trump, the long bet to my mind here is a good one, famous last words.

We can but remain positive, good luck.

As the title , I would say that Prudential has had a lift today on the back of the Burberry news .

Make of that what you wish, my view and it’s been that way for a while, the longs will be rewarded. I wouldn’t be surprised to see the share price pop upwards on the next set of company results.