Member Info for Finley1

I kind of agree that tech is a safe haven at the minute, but the PE’s are expensive. My view and it’s been for a while that value has to come back into play.

I’ve been banking on the yanks starting to talk tech down, the obvious rotation, and then the inevitable selling of the passive funds, and money re entering here.

To be fair I sold out of the QQQ’s some time ago thinking they were expensive just to see them motor on. What Trump says and what happens are 2 different things, so I’m fairly confident that Prudential has bottomed around £6 and only upside awaits.

Here’s hoping, famous last words good luck and happy new year !

Strike, you quote all the bad news is priced in, my view it isn’t. If you factor in inflation for the prior year then basically house price growth is probably 1% if that. The builders are struggling to get to grips with build costs, as I’ve mentioned before all the affordable housing work doesn’t pay substantial margins compared to the private market, which historically paid 18/20%.

The effects going forward regarding ‘Mad Rayners’ housing targets and how these are going to be achieved isn’t known, if anything these Labour policies will be bad for the housebuilders.

The Housing associations are running short of money, the only buyers for the HA social stock will be people like Blackstone, Lloyds they will want a large book to value discount to become in theory the Housing Association.

I admire people’s /Investors optimism but it’s fairly clear the Labour government are clueless and unfortunately this will have a serious effect on House builders bottom line going forward over the next 4 years. There is also talk of a spike in interest rates due to the inflationary spike which will be caused by Rachel Thieves out of touch policies.

A brave man to be buying, especially as the short interest across the sector is increasing.

In the USA, they innovate, the U.K. regulate and the Chinese replicate. This simple strategy has been explained to the Chancellor of the Exchequer I have on good authority, by the large US banks on their visits to the Exchequer.

Seeing as the London Market has been in decline for a number of years, not really breaking out from 8000, what is the solution I hear you say. It’s not another accountancy standard, that’s for sure, the problem is deep rotted, it requires new thinking, and definitely no more quangos.

Yes, regulation is important, but the rise of HR and compliance have gone on unchecked, they stifle entrepreneurs and leadership, and I know people hate the talk of politics, but until someone is brave enough to dismantle the status quo of “the system” to something more business friendly then I fear investors are going to be unimpressed.

Happy New year to holders, wouldn’t it be lovely if we were sold the dream of future ambition and growth by some well respected and proven leaders that we could trust to deliver.

Something as always to think about !

Social media/YouTube is the death and thankfully so, for incompetence !

Sir Kier has been quoted as saying from his Swiss retreat with Lord Ali by his side “for too long I have been able to get away with misleading the Great British public, regrettably those days are now behind us, and I’ve been well and truly found out “

I wish you all a happy New Year, probably my last in charge.

Off topic for those that assume talking politics isn’t relevant to Lgen, my view it is, because since Sir Kier has been in charge the shareprice has been on the decline, and after all his smooching up to Blackrock and Larry Fink, they have told him to politely jog on, because he is

with his cabinet totally out of his depth.

Something as always to think about !

Merry Christmas to all, at least we still have free speech and of course a difference of opinion,

it’s what makes a market !

Good Luck.

Er, just to say chaps I don’t post comments to be popular, I post as I see things. There is a new chap on the block Black belt Barrister, absolutely taking the present Labour government to task over every electoral promise, which are being proven to be lies, and more lies !

So, for the narrow minded amongst you and there are a few, you should see what he has to say,dare I say it, it’s called having an open mind. I do genuinely feel sorry for the narrow minded amongst yourself, because as someone else mentioned the 2 party state has to come to an end !

As Sir Kier as quoted from his retreat in the Swiss Alps with Lord Ali by his side, “The sooner Nigel can take over the better “as I genuinely don’t know what I’m doing” !

Merry Christmas.

Pokerchips still can’t understand that we had the fastest growing economy out of the G7 the start of the year, unfortunately since Labour has come to power we are now facing zero growth.

Europe is a basket case, the European elites in France and Germany have been found out, and are going down the toilet. France is one of the most taxed societies in Europe, as Sir Kier quoted at his Swiss retreat with Lord Ali by his side,

“We are going to great lengths to align with economies that are going down the toilet, being Prime Minister I take great pride in my achievements in my 1st six months of office, I’m quite proud that I’ve alienated the majority of the electorate”

Merry Christmas.

Rachel from accounts, has just commented on the GDP news, saying that she and Sir Keir are seeing excellent growth in the small boat crossings ! She is quoted as saying ‘Sir Keir and myself have taken away the hurdles, so we can increase the amount of boat crossings” ! This will drive up manufacturing in the inflatable boat business which will be good for business.

She is also examining the option of reusing the inflated boats for numerous crossings, this will drive up productivity and be more cost effective.

A source close to the action has also been quoted as saying ‘ we have done great work at government level to take away any deterrents for entering our country ‘ the recycled rubber boat industry is one we are keen to support, and see excellent growth opportunities going forward ‘, it will be a great driver for U.K. gdp growth,via the backdoor.

Rupert Lowe the reform MP was quick to counter, and has been quoted as saying a good use for the reusable rubber boats, would be to send the Labour front bench on a fact finding mission via some of the most treacherous sea lanes in the world, taking some 5 years to complete, this is quoted as being well supported by the U.K. electorate.

The ftse has rallied on the news of the front bench taking on the 5 year trek, with a source saying if only they didn’t have to come back after 5 years !

GDP, no growth in the last quarter, just been released. Rachel from accounts pushing the U.K. into recession. U.K. growth warning going into next year.

Sir Keir is stated as saying from his Swiss retreat with Lord Ali by his side, “we are actively participating in the destruction of the U.K.” . We have a long term vision of not knowing what we are doing, and we will continue down this path, for the good of the country.

Merry Christmas.

My view it’s trading in a range down to £6 again. As I’ve mentioned before the S and P is expensive, and I’m betting on rotation out of tech into value. It’s been tedious, the company is performing well according to the statements from the ceo, it’s just unloved at present.

Pokerchips, you have clearly never run a business or got things changed there lies the issue.

You appear naive to the fact that things can change it’s called evolution.

As you have quoted before your quite happy spreadbetting, not risking your own capital as you quote, it really does show that your not really someone to be taken seriously, unless it’s after the event when you pop up and quote your opinion.

It would be nice old son, maybe make the predictions before they happen.

Pokerchips, as I’ve said to you before and you don’t understand because you appear an analyst type of punter, when the market is confident the bad news gets over ridden and the market edges up.

When the rhetoric is negative, by leaders out of their depth, why would individuals, businesses invest, they sit on their hands. People like you then come along and quote all the negatives, we know the negatives, we need to get over them, that’s what people with talent do.

On the front of your never ending boring quote of being the Prime Minister and a thankless task, these leaders need to lead and change the rhetoric, they simply don’t possess the ability to do so, because they have not an idea, it’s a completely different set of skill required, which are rare !

Maybe you have learnt something, because you clearly focus too much on data !

Good luck

David, I’m not a Tory as I’ve stated before, businessmen should run the country, it’s obvious. It’s stating on CNBC that gilt yields U.K. are on the rise, and Sedgwick banging on about Starmers negative tone.

Do some research son, it’s not my problem your underwater, that’s the risk of share buying !

GuitarSolo, the latest growth figures I’m afraid at 0.1% paint the picture. My view we are already in recession, this is the consequence of Rachel from accounts, and Starmers negative tone.

You say you run a small business. I have interests in a number of things, but I’m mainly retired,

we wouldn’t get along if we met, purely because myself and my pals have the ability to ‘spot a wrongen’ a mile away, if you can’t see that this Labour government, is anything other than incompetent at best, then sadly I don’t rate your opinions.

Pokerchips they are all donkeys, the lot of them. The great Liberal elites. A complete and utter waste of time. The markets don’t like Labour, and why because the electorate have changed their mind and want them out.

There is no confidence in this government end of story, go talk to businessman, people like me.

Adios !

Rachel from accounts to blame, and the great elite Keir Starmer flying around in his private jet, Johnny no mates. Talk of recession next year, based on their policies and of course no one has any confidence in them.

The British public deserve better than these donkeys in charge the red wall Labour voters will of course be regretting their vote for Labour.

Well I can’t see much materialising out of that, seeing as Labour control the house of commons with a vast majority, more chance of Starmergetting run over by a tractor !

The wife’s been asking me what I want for Christmas, maybe I’ll mention the above.

Good luck.

We of course wish you well with your endeavours, good luck.

Hello Garonne, my view based on the last few days is the shareprice is still being played. It gets sold down probably on the London Market, if you follow trading patterns you can work out what’s going on.

So, we have a bet basically against the Americans and the Chinese, the market is probably indicating that they fancy Trump to succeed and therefore Pru will suffer, that is probably the short term view, hence the weakness.

My view, is as has been don’t bet against the Chinese. Tariffs excessive ones will create inflation, so I’m betting and I’m fairly happy with the bet is that the powers at be, will come to a compromise, we don’t know what that is yet, but I’m betting it will happen.

As Delboy used to say ‘it’s business innit Rodney’ so I’m happy to hold, and as I said to you previously the CEO is confident on the business. The situation probably also isn’t helped by

everyone is still chasing the tech trade and the record outflows of money from the market

has a knock on effect.

Good luck, and if all else fails keep drinking !

Mary, I was going to post yesterday but didn’t get the chance. Someone is playing with the share price, it couldn’t get above £4.15 ish level and was traded down on consecutive periods.

It’s now obvious Trian has been building a stake as the RNS great news for shareholders.

Good luck.