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I would say rotation out of tech ! It’s got to be good for a run up to £30.
Here’s hoping !
Fair comment. My stockbroker tells me that there are lots of big sellers about. The rns statements to be fair are once understood written by a rocket scientist.
The bigger picture is it’s going down and I have to laugh at all the 2 Bob traders on here and so called experts.
Lgen is along term investment as dearest Nigel says, so either go with that or frankly jog on.
Lots of RNS s today. Quite a few sellers which raises concern . My educated guess
is it must be Brexit and the No deal scenario ? I can’t see it being divi news as that’s price sensitive and disclosable. I’ve never seen this amount of Different funds all taking the same view , it seems in parallel.
Something’s a foot.
I wouldn’t pay to much attention to all the negative comments and predictions on here. Redfern made a large stock purchase recently 600,000 plus. He did it previously also during the Brexit debacle. There’s an old saying follow ‘the money ‘. So listen to the CEO rather than a few bricklayers and site managers. No disrespect to their views but TW has had the capital raise well capitalised and Boris will do whatever it takes to stimulate the property market.
Buy !
My view is the market will be on a downward path until the new year. Brexit and Biden. He’s a donkey Biden all regulation and no entrepreneurial spirit. If he gets in , it’s a guess to what he does with fags. Could be just the usual ban this, ban that tax this tax that.
Also the other crowns Barnier and this Frost our end, it will never end, just gives the vibe it’s all going down. All you can see though is I don’t see any reduction in earnings as the average man on the street still buys! Long term who knows what the establishment will do. Probably **** it all up.
Property is the best investment, especially doer uppers asthe younger generation can’t even work out which end is used to paint on a paintbrush. Money to be made in property
I see dear old Steffan been offered 350k plus shares . I’m not sure if that’s his 2nd award ? The car salesman needs to prove his way, which I doubt he will. I see dearest Oliver has followed Alison what’s her name out the door on a full, Er cough retirement package ! Terry Smith called this right . What’s Steffan gonna do give a toy car out with every pack of fags !
I think the sector is out of favour at the minute. The tail winds from Covid persist and the talk of e cigs and generally smoking having a risk factor to the disease . People will still smoke and the e cigs in the states will I think receive better regulation. Long term with an increasing population I still see a market for the product. August doesn’t help with the holidays and shares can generally drift down with the anticipation of what direction the market cares to go in Sept.
His point of comparing the US 10 year to our share price is nonsense. The dollar is weak it will improve. The yanks will be borrowing money again as things improve, this pushes up returns.
Our company is supported by the institutions, they are not selling so they are not running scared.
Construction is improving so Cala will be doing well. Commercial property presents great opportunities to turn into residential. We have had no defaults on our bonds. We have a newish government and a great governor Bailey as BOE chairman.
I suggest you listen to old school billionaires Carl Ickan, Cooperman, Kevin Oleary. Biden is a problem if he gets in , it’s all regulation ! The shame as Obama.
As the statement from Nigel Wilson yesterday, we pay out returns through good and bad times ‘that’s what we do ‘
If you are of the opinion that the vaccine is coming and we will /society come out of this then revisit the share price in the fullseeable future. View Lgen as a longterm investment with a positive frame of mind and you should do well.
Remember all the so called experts , city types have created a zero interest bank savings rate, that’s what these so called professionals have done.
So DYOR and don’t get lazy.
Slick, you quote the 10 year treasury yields and the comparison with our company. My informed view is that we are at the start of a significant FED liquidity drive. They will do whatever it takes to stimulate their economy. This will be good for bond yields which will mean our company will profit, its that simple.
It’s a BUY
As I mentioned previously I would expect a downward move in the short term
as earnings will have taken a hit. Personally, being a long term investor this
decrease in the share price will give holders the benefit of a bit of portfolio management and the opportunity to perhaps sell something else and capitalise on the weakness.
I can see this revisiting 180/200 which has to be a great opportunity for the longterm
Touching on what I mentioned last week if you are a short term trader it looks a good bet that the share price should recover in the near term, once the so called leaders, let’s call them donkeys probably a disservice to donkeys, scrap this 2 metre distance rule, for something everyone else is doing and inject some confidence back into dear old brightly. I think Han**** needs to go back to Suffolk and resume his role as a scarecrow tied up in a field somewhere ! He can “socially distance to his hearts content “
Hi,
Problem is the Chinese effectively own our country all but living in Buckingham Palace ! Barnier could do with just being shot preferably by firing squad, hopefully Merkel might do it, or get the Scots to do it, tell them he won’t move on fishing rights, that should get him sorted. The yanks are getting twitchy over the pond, need the vaccine ! Long term I’m not worried at all, but short term it would be nice to see dear old Barnier all of a sudden , how can I-put it, Er disappear.
I watched dear old Boris on the tele last night, he looked like a rabbit caught in the headlights.
We need to talk about the vaccine and coming out of this scenario, and get off the daily death
count and inject some positivity.
It appeared to me that he got elected on his optimistic personality, as the leader he needs to start
Leading and probably needs to take a few risks. You can’t keep printing money, we need the vaccine and the response to the Chinese , and send them an invoice.
It’s my opinion that we are overbought/over valued until we see earnings. We followed the states on their job report nos . . . The bluster from that has now subsided and in order to achieve the giddy heights of previous high we will need earnings , which seeing as we are still in lockdown mode will probably indicate a leg down in the short term. Long term we have a great chancellor and Boris is a spender so we should recover to previous highs. I’m only concerned with Biden and his effect on global markets and of course our company, that’s the elephant in the room.
The markets are overbought on optimism going forward. My opinion is it’s now down to earnings so be prepared for volatile swings. There was nothing in the run up to 250p other than the fear of investors missing out. Don’t invest if you don’t know the game ! Personally, I would like this to revisit 200p as I would increase my holding. If your that short term of investor I would suggest selling before any financial half yearly report, as it will probably be marked down in the interim, which if you take the long term view will be a buying opportunity.
Hi, I think the fund managers will be guessing like everybody else. I often rely on gut feeling and
I’m swayed to slightly positive and a swift return to growth in the U.K. Maybe we need to start hearing more about the vaccine. If the Jenner foundation can’t sort it , well I don’t want to think about that.
On the global side I’m not sure whether Trump might lose the election , that would be seriously bad news for the markets and we would probably get dragged into the tail winds of that debacle so I’m not considering diversification at present.
Good luck with your investments.