The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
I've been buying AAL for the last 6 months, even though Glencore are the better business
it just looks too cheap. Compare to a large shipping container vessel, stuck in one direction,
but once it turns we could see a 40/50% upside. The fed have indicated rate cuts this year,
so it will be interesting to evaluate in the 2nd half of the year itās progress.
The problem with everyone patting themselves on the back over the tech stocks, funds, and
the qqqās is that it has only made up the ground it lost last year. Any sensible investor has
to question the PEās on these stocks and going forward needs to be very cautious, there is
a feeling Iām being told that we will experience a shift towards value stocks.
Something to think about,
As a socialist, Iād Nationalise water power railways immediately, thatās the answer, yes that Iāll
work, and drive investment out of the UK as government canāt be trusted.
I donāt like any politicians, civil servants, as quite frankly the system should be run by businessmen, who arenāt init for the money but want to do the right thing !
Having made a lot of money in business, it was Blair who increased the civil service and gave
them all jobs creating a wealth of red tape, and enforcing the globalist we know better attitude,
your all thick agenda, you need to be controlled.
The bloke was a complete toss a, Starmer another solicitor, what does he know about business
investment, being an entrepreneur taking risks, fook all is the answer. The world is full of clowns, at least this company was run by a working class CEO who had vision and didnāt talk
crap.
Honestly, hard work is the answer, and seeing opportunities. If the civil service is more interested in putting tampons in the The menās toilet, rather than taking bold decisions
to improve this country and improve investment, the average Joe who reads these
boards will never earn any money, because quite frankly the whole system from the
Politicians down to the civil servants to big business have been absolutely alliterated
by namby pamby culture and regulation.
I think your find Starmer is a Socalist, of courseBlaire has had a word in his ear about stating
the centre ground up to the election, donāt rock the boat.
Once they are in power the true colours will be reviewed. I still think a vein of momentum runs
in the party, and once dearist Rishi calls an election, how will the city take it ?
Will the yanks also give the footsie another good kicking, as they love to talk up their own
companies with exorbitant PE while constantly talking us down .
Hopefully, that adopted Mick Biden will be long gone and we can finally get a trade deal
that opens up investment.
Well you should be invested here, what are the alternatives. The American market looks over
valued. Interest rates are coming down, inflation is tamed and sadly you have probably missed the boat. Managed funds seem popular the s and p tracker, or the investco qqq have had a
run will they continue. Buy to let is crippled by high interest rates, so if you take a good hard look and listen to the departing CEO dearist Nig, there is a tonne of money out there we just
need the right government with a bit of ambition to let private equity make a difference.
Maybe Starmer, the socialist will embrace the inclusive Capitalism we offer, if so, surely we
will do well
I often read these boards but I donāt know why. The yanks have decided to pivot, and signalled
rate cuts into 2024/ 25 this news will be very good for Lgen and General. If you stand back and
have a look at the situation it was obvious it was going to happen. Lgen just need a decent
government in the U.K. who are actually fully committed to investment and levelling up,
with interest rates falling mores deals will be on the table, and a well run business like ours
should be able to take advantage of the opportunities.
Lots of nonsense posted here by people with too much time on their hands and not really
investors. Lgen have been going since 1836 peaks and troughs happen. Smart people then
take a longer view collect the divi, and donāt over commit to the LSE. Itās not a liked fund,
itās constantly getting beaten up, but as the share price charts it will come back. Once the
market can see inflation is falling the herd will be back in again.
The only issue for wealth going forward I can see is the threat of a labour government and
stealth wealth taxes, that would really see the market tank, if the so called dim opposite
think itās a good idea. It wouldnāt surprise me.
Then unfortunately if that happens I think shares would have to be sold at a loss.
The illegal selling of vaping products that have not been approved, seems to raise its head every year or 2. The last crisis was in the states a couple of years ago.
For the legal vaps to be sold in this country they have been through sufficiently rigorous
testing by the health department.
No government will ban the registered and approved products, they may reduce the flavours
or distribution method, but they want the illegal products off the streets and rightly so,
leaving the registered products, so Imb and bats in theory should get a better market
share. Us as shareholders should therefore benefit.
Thatās the rational case ! Whitty doesnāt seem to be recommending a total ban so one can only
assume and Sunak isnāt stupid that this could be long term good for business.
Hand on heart the only downside to owning this share is when dearest Nigel retires. I dare
say that perhaps there will be a short term blip to the negative side, but one would assume
that plans will be in place to steady the ship so that operations can continue on a upward path.
Heās a smart cookie dearest Nig so you assume that he wonāt let us down ! A normal steady eddy chap without the self selving ego, is going to be hard to replace.
Well the share price hasnāt fallen off a cliff and the world is still turning ! Life goes on. Strange that. The rns statement from the main man Nig, still canāt appease the masses, who think
they know more than the CEO.
The really smart investors, understand we live in a over populated world, where the young
want everything and unemployment is low, you canāt get staff for want of trying.
It will all blow over. I actually think dearest Lizzies budget wasnāt bad ! There Iāve said it .
Stone him what does he know ! Well quite a lot actually, but that would be telling.
Lgen came out last week and steadied the ship ! The internet is awash with disinformation
and holders who shouldnāt be holding shares. Investing is a long term game honestly, the problem with modern society and most of the young investingsociety is quite frankly they wet
themselves constantly.
The share price is reacting to the present bear market, honestly anyone who invests should
be able to work that out !
Most people unfortunately apply too much fear to every scenario in life, it didnāt used to be
like that years ago, itās only after the advent of social media and the masses thinking they
actually know something, but in theory they know nothing.
When the market turns all the bad news, scenarios and fear will be forgotten, thatās the game
Stick to selling product, donāt get involved keep a neutral stance, itās obvious and the reason
you do that , is the world is complicated.
It gets even more dangerous when the over educated unintelligent elite think they know better
and need to impress their wisdom on the masses .
Their wisdom is predominantly from private education and they know nothing of the real
world and its complexities, you only get that from being street wise ! Dangerous times
made worse by stupid people in power and definitely in our government.
I felt quite sick reading your message. I was going to let it go but I thought NO ! If you keep
poking the Russians and arming the border next to them where historic treaties have been
signed saying it wonāt happen, what do expect ! Then to state clueless statements regarding
Unilever getting involved is clearly clueless on your part.
Unilever run a business as pointed out to Jope or Joker by Nelson Peltz so leave
the political decisions to the government to **** up. As the West clearly like sticking their
nose into other peopleās business and always seem to get it wrong !
I really donāt understand how people can talk about charts and predictions. Anyone with a basic
o level in maths understands about probabilities and averages. Charts rely on a time frame and
a consistent business. Seeing as Looney sold the chemical business, decreased production,
traded the wrong side of the oil price in the 2 nd half of this year, there is no average, no history to work with, so anyone who is a so called āguruā and a wizard with predictions is in fact as Del Boy
would say just blagging it ! The only reason to hold BP is as the smart people know, oil and gas
will be a volatile priced commodity that will just increase in price as it gets harder to source
due to no exploration.
The only question therefore is not based on charts itās wheather or not the company remains
attractive to buy by institutions who will increase the share price of the company, that unfortunately is still an unknown due to the ESG environment that we now live in
I must of done half a dozen posts and Iāve just seen that Blackrock and Jupiter asset
management have a short interest. Blackrock are American and as my gut feeling
that tells me they are probably involved, these guys pick shares with low daily volume
and just push it down . So maybe you might of learnt something after 40 years investing !
Ha
No disrespect but I know a lot of old school stockbrokers and the problem is they have had
their day, and keep going on about the financial markets like yourself, they work on the old city
Ego. Most of them were fine in the 80s but wouldnāt get a job in the city now.
Most of them pay people to manage their money because the game has changed. At the end of the day Iām right as mentioned someone is playing with the share price and pushing it down
and the only way to work out who is doing what is to look at the order book.
Ibstock is also not the sector choice compared to Forterra and if it was that great a company why
has the CEO not stuck his hand in his pocket like the CFO did and coughed up some wonga.
If you study the stock market and have the correct platforms to do so you will be able to ascertain where the AT trades came from and that would give you an indication of who is doing what.
I choose not to do that, I just look at the patterns. Iām not here to mud sling and would point out
that my strategy is to allow 3 days once a share as stopped falling to wheather or not I then increase my position. There seems to have been a ew buys yesterday but Iām still not sure
that it presents a clear buying signal
The share price got to 240 stayed there for a few days and gradually lost momentum, sold down each day look at the AT trades if you donāt understand. Traders good ones took the right call and have been selling it down since then, thatās how it works. Long before the gas debacle, they would of looked at impending recession interest rates and inflation .Honestly your average PI is so far behind the curve turning up a few weeks later and trying to work it out, itās laughable.!