Member Info for fleccy

If you read the Cityam article, the content is more balanced than the misleading headline suggests. Mergers reducing the number of providers, is good for all players, so I'd argue this enhances Vodafone, rather than adding woes. Vodafone has been receiving the same treatment as BT, there may be some big players building stakes on the quiet.

Another article highlighting the Ukraines scepticism of a Russian invasion.

"Hence, American analysts believe that Russia could launch a new offensive in Ukraine in the next few weeks. Meanwhile, Ukrainian experts believe that the Russian military build-up is designed to divert attention away from other forms of destabilisation, such as cyber-attacks, terrorist attacks, attempts to instigate unrest, propaganda, economic coercion, naval strikes and airstrikes against strategically important infrastructure, and offensives launched by proxy forces in Donbas."

https://ecfr.eu/article/friendly-arguments-bidens-and-zelenskys-disagreement-on-the-threat-from-russia/

To add to my last post, now I've had my Lunch.

If you were 100% sure that Russia were going to invade Ukraine, then holding on to your Ryanair investment made no sense, since the resulting sanctions, market falls, and general World reaction was obvious. I openly admit that I didn't think Putin would be mad enough to go through with it, since the consequences were blatantly obvious, and without going through my previous posts, on other pages, I'm pretty sure I said as much. I'm not that attached to my holdings, that I wouldn't have sold out prior to the start of the invasion, and subsequently bought back in at a lower price. As it stands, I bet that Russia wouldn't invade, but had I been convinced they would, and still held on to my investments, then that would make me a fool.

"The powers that be have known this has been coming for years. It was not a surprise except to people so far stuck into their own narrative they cant open their minds to others."

Zelensky didn't see it coming, as he asked for proof from US an UK intelligence services.

"Mr Zelensky’s comments this weekend indicated frustration at the warnings from Washington, as he tried to minimise damage to Ukraine’s economy during the crisis.
“We understand all the risks, we understand that there are risks,” he said in a live broadcast.
“If you, or anyone else, has additional information regarding a 100% Russian invasion starting on the 16th, please forward that information to us.”"

https://www.gbnews.uk/news/ukraines-president-zelensky-asks-for-evidence-on-new-invasion-warnings/225250

"and those companies are ?...that your deploying your cash to.......your such a tease casa...lol...gl atb"

You beat me to it Eightyeight, I'm not sure which companies benefit from such an event.

"I am now sitting with a significant amount of cash and am currently deploying it to companies that will recover sharply as the implications of Russia's financial meltdown become apparent."

Which companies benefit from Russia's Financial meltdown?

"Unfortunately the lack of attention to the news of late showing Puketins troops buildup and his threats and personality traits, on top of fast increasing costs of electricity adding to BT's Opex costs was nothing to do with a faulty crystal ball"

We're all entitled to an opinion, but some people do post 5h1te, in an attempt to present an argument. BT are switched to 100% renewable energy, so they should be hedged against electricity price increases related to fossil fuels. Ryanair is an Airline, and although they claim to be 80% hedged, their Aviation Fuel costs are directly impacted by the price of oil. Airline Fuel bills are set to go through the roof, and the longer this goes on the less difference hedging will make. Airlines are far more impacted by the price of oil than Telecoms companies. Ryanair say, "Our fuel requirements are almost fully hedged for Q4 FY22 (over 60% jet swaps at $580 per metric tonne, with caps hedging the balance at $750). H1 FY23 is 80% hedged (60% jet swaps at $620 and 20% caps at $715) and H2 FY23 is 70% hedged at $640."

https://newsroom.bt.com/bt-group-hits-100-renewable-electricity-milestone-worldwide-and-helps-57-million-people-in-the-uk-with-top-tips-on-tech-campaign/#:~:text=Switching%20to%20renewables&text=Making%20the%20switch%20to%20100,the%20road%20for%20a%20year.

"Under more usual circumstances probably i would have. However being unable to buy back in again as UK based thats, unfortunately, not an option for yours truly."

DT are you investing in Ryanair, or having a love affair with it? What a stupid argument; I couldn't sell, because my love affair will end!!! You could have sold your Ryanair stock, sat on the cash and bought some good dividend stocks at rock bottom prices. The truth is, even the Ukraine Government didn't believe Putin was going to invade, and neither did 99% of investors, so again you're talking b0110x.

"At these levels i would be adding, not reducing if also possible but alas"

We'll be utilising our ISA allowances, come 6th April, with the intention of taking advantage of the current price drops.

"How often has DT to tell you he is an investor and not a trader."

I'm also an investor, but I would have unloaded my shares had I seen an imminent 20% drop, unfortunately my crystal ball is being repaired, and awaiting a replacement part delayed due to supply issues.

"This man's just got to go", declared his enemies
But the ladies begged, "Don't you try to do it, please"
No doubt this Ras-Putin had lots of hidden charms
Though he was a brute, they just fell into his arms
Then one night some men of higher standing
Set a trap, they're not to blame
"Come to visit us", they kept demanding
And he really came

Ra ra Ras-Putin
Lover of the Russian queen
They put some poison into his wine
Ra ra Ras-Putin
Russia's greatest love machine
He drank it all and said, "I feel fine"

https://www.youtube.com/watch?v=16y1AkoZkmQ

"Would have thought the even smarter move would have been to sell at the 200 level and buy back at the mid 160's where they are now, would have crystalised far more than a few % divi in much less time."

If only we all had a machine that could look into the future, I'd be a Billionaire under those circumstances. Obviously I would have sold out of all my investments, but I believed the hype describing Putin as a master tactician, turns out he's not. I didn't imagine Putin would invade Ukraine, since the resulting sanctions would be crippling, and would signal the start of a new cold war with massive geo-political change; I'm sure you would have sold out of Ryanair, had you seen Ras-pootin's mad move.

Ra ra Ras-pootin
Lover of the Russian queen
They put some poison into his wine
Ra ra Ras-pootin
Russia's greatest love machine
He drank it all and said, "I feel fine"
Ra ra Ras-pootin
Lover of the Russian queen
They didn't quit, they wanted his head
Ra ra Ras-pootin
Russia's greatest love machine
And so they shot him 'til he was dead
Oh, those Russians

https://www.youtube.com/watch?v=16y1AkoZkmQ

"There is no chance Russia will back down now & will try to take other countries.
US/NATO will do nothing as they are frightened of the consequences...IMHO"

There's absolutely no chance that Putin would risk attacking a Nato member. Nato would have no choice but to take on Russia under those circumstances Article 5 would kick in (Collective Defence).

"Article 5 provides that if a NATO Ally is the victim of an armed attack, each and every other member of the Alliance will consider this act of violence as an armed attack against all members and will take the actions it deems necessary to assist the Ally attacked"

Nice post hardup. If the figures you've accumulated are up to date, the buyback is on target to remove between 4 and 5 Billion shares.

It actually shows as two identical trades of 47,000,000. They were Off Book, so can't be classified as either a buy, or a sell, since it was a negotiated trade. It was reported after hours, with the time for the trades reported as 12:33:06. At the reported time of the trades, the price was just below 165p, but the trades went through at 162.2p.

2022-03-07 12:33:06 162.2 47000000 76234000 Off-Book XOFF TNCP LRGS
2022-03-07 12:33:06 162.2 47000000 76234000 Off-Book XOFF TNCP LRGS

"The programme will allow EE customers to experience uninterrupted data speeds of up to 300Mbps in areas including Croydon, Leeds, Edinburgh, Glasgow, and Nottingham. The infrastructure will be delivered over the next 18 months and can also support 5G network coverage in the future. "

https://newsroom.bt.com/bt-partners-with-local-authorities-to-boost-mobile-coverage-in-uk-towns-and-cities/

"It is not a stock which will increase in value to any great extent.
To make money here you need to trade it & have a good crystal ball so GLAll"

Why wouldn't it increase in value, since it's trading at historically low value? Nothing to say VOD wont be £2 plus in a year or two.

The price drops are irrelevant, unless an investor is desperate to sell. The world has gone mad at the moment. At some point things will calm down and stocks will find their true value. Algo's aren't bothered about the valuations of stocks, and sectors, they take advantage of enhanced visibility and rapid trading to front run the market. In my opinion, the easiest way for retail to win is to ride out the storm, top up, and await the eventual recovery in value, as long as you're content with your entry prices. Unless there's catastrophic outcomes, everything will eventually normalise. In the event of the conflict spreading, it wont matter what you're invested in, since war destroys everything. When you look at the pictures of buildings destroyed in Ukraine, even property isn't a cast iron investment in the event of War.

"It’s not nonsense. You have a view and so does he. How can you say it’s nonsense you don’t know."

Nothing surprises me in the current markets. Algo's have taken over the majority of trading, with stock valuations detached from fundamentals. It's possible that Lloyds will drop into the 20's, but I'd expect the buybacks to hold the price a little. Lloyds have stated that the buybacks will be completed by the 31st Dec 2022, at the latest, so there's plenty of time to for the price to go either way. I'd hope that Morgan Stanley are making the most of the current low pricing.

"You’ll always be fleecy to me."

That's ok F artie, you'll eventually fade away like a bad smell.

"Fleecy, let’s consider your post again in a month. Don’t be conned.
DYOR."

F artie06, it's Fleccy, not Fleecy. To be honest, I'm hoping that the markets are still getting hammered in a months time, since I'm planning further ISA top ups post April 5th. I'll be dissapointed if the market recovers too soon.