Member Info for fleccy

I saw the releases that recently pumped the price, didn't last long did it?

Candid I was refraining was responding to your posts, but I can only take so much stupid repetition, you've worn me down. You're like one of those scratched old vinyl records that just keeps repeating the same line over and over and over again.

https://www.youtube.com/watch?v=cqtb6XBBBRc

It wouldn't be so bad if what you're suggesting made any sense, but it doesn't.

Not really, it appears to be a repeating pattern. QBT release a positive PRN/RNS followed by a video and an article on Proactive, the share price shoots up and then declines after. The most significant thing about the last spike is that it's so short lived, tailing off in just 5 days. The previous spike which was much bigger, took a full month to drop back completely. The entire investment case for QBT appears to be based on buying cheap, awaiting the next PRN and then selling when the price and volumes spike up, tell me I'm wrong 🤔

A 1 year chart tells the story.

https://www.google.com/finance/quote/QBT:LON?window=1Y

"All NATO states now set 5% GDP defense target by 2035."

Part of Trump's masterplan to increase US exports.

https://www.msn.com/en-gb/news/world/uk-to-buy-12-nuclear-carrying-jets-worth-700-000-000/ar-AA1HmVlp?ocid=msedgntp&pc=LCTS&cvid=19b467d29b9c43e8b573fbf901915edd&ei=29

It'll have to do a lot of growing to catch up with its current P/E ratio, not as much as US companies like Palantir and Crowdstrike though.

Well we're all entitled to our opinion and in my opinion RR is well overvalued. There are a lot more RR shares in issue since 2019, and they're in a highly competitive industry as is BT. I agree the macro environment has changed around things like increases in defence spending and the Net Zero hype around SMR's. The thing about manufacturing in a competitive environment is that margins are thin, so the likes of RR would probably need to rely on ongoing service provision to boost profits.

During Covid Telecom stocks were hammered along with companies like RR, yet BT didn't see any significant drop in earning due to the pandemic; Admittedly BT did use the pandemic to first withhold the dividend and then reinstate it at a lower level, but look what RR did; RR dropped their dividend, issued 6.4 billion new shares and raised more debt. BT has been increasing their debt, but going forward Capex will reduce significantly, the pension deficit will be sorted and BT's dividend is increasing, I'd much rather invest in BT than RR.

"I believe few people misunderstood my post when I said 0.50p - 0.70p (margin)"

People didn't misunderstand your post, they just took it as written. There's a big difference between 0.50p - 0.70p and £0.50 - £0.70

"Short selling carries significant risk because losses are theoretically unlimited. If the stock price rises instead of falls, the investor is obligated to buy back shares at a higher price, resulting in a loss"

Very true, look at Gamestop and Volkswagen.

https://en.wikipedia.org/wiki/GameStop_short_squeeze

https://www.warriortrading.com/volkswagen-short-squeeze/

"The markets used to work fine without shorting many years ago and it would work fine again.

Shorting is fake. It's selling shares that aren't real."

I don't like shorting either, the argument for it is that it increases volatility (good for the brokers) and allows the market to present true value. The 2nd argument is clearly false since it allows a share price to be driven down way below fair value. On the point about shorting being fake, I'm not sure that's true since the shorter has to borrow real shares and sell them on the market; The shorter also has to pay the broker while the short is in play, although the true shareholder (us) don't appear to benefit from the shares lent out.

"Rolls-Royce is in high-tech, defence, aviation — growth and strategic sectors"

Not much has changed with RR since 2019, it had the same potential back then. The market invents narratives to manipulate individual and sector stock prices. If the market decides to pump the Telecoms sector then BT's share price could climb to a dizzy P/E ratio. It's funny how the market decided to drive Telecom sector stock prices down to bargain basement levels, when you consider that the likes of Facebook, Google, Amazon, etc's business models are entirely dependent on the Telecom sector.

Net Neutrality rules give US Tech a financial leg up, because of regulation preventing the Telecom companies from charging high bandwidth streamers for the amount of resource they use. I'll keep topping up my Telecom stocks, as Telecom's are an essential service and in my opinion that will eventually show through in valuations.

Because it's likely there's no regulatory requirement for Altnets to provide such a service, the Altnets are only looking for the easy wins.

I don't get the enthusiasm here. If I'd have bought a Million shares at yesterdays closing price, it would have cost me £7,000 and if I sold them now at the current price of 1.03p I would have made a massive £210, not including dealing charges. To make any serious money trading QBT you'd have to buy the stock in massive quantities and then sell while the market is enthusiastic, or risk being locked in. Why does anyone bother?

Shouldn't the Subject heading be, The path to 0.25p and why it might come fast?

To right the unrightable wrong

To love pure and chaste from afar

To try when your arms are too weary

To reach the unreachable star

https://www.youtube.com/watch?v=9YXZ90d7oI8

The world's a nicer place in my beautiful balloon

It wears a nicer face in my beautiful balloon

We can sing a song and sail along the silver sky

For we can fly, we can fly

https://www.youtube.com/watch?v=UKkNlwpajNk

😴☁️🤡💤💤💤💤💤💤💤💤💤💤

"Its a tiny % of a chip that needs adding at burning stage"

Wouldn't that "tiny %" need to be designed before the prototype stage of fabricating a new chip, rather than adding a "tiny %" to chips already in production? It's likely any additions to ASIC's would have to be incorporated before the prototype stage of a new design.

"what do you mean the next regime. The vast majority of Iranians want an end to the Islamic republic It is the current religious regime that wants to destroy Israel"

Israel's security will always be threatened until they find a fair amicable solution for the Palestinians. While Israel continues to harass West Bank and Gaza Palestinians, Israel will be under attack from someone. People seem to forget that what is now called Israel was once Palestine. Israel's survival is entirely down to the US having their back, but instead of showing humility Israel is making life so difficult for the Palestinians that many are leaving with some ending up in the UK. Israel are more than happy to make the Palestinians someone else's problem, they should be called out and punished for their policies aimed at destroying and evicting the Palestinians.

"If the regime fell, then there would be every possibility that new leaders (hopefully a democracy) would not want to seek to wipe Israel off the face of the planet making a nuclear bomb no longer an aim as is currently the case with the Islamist regime"

Ever heard the expression "Don't fear the man who shouts, fear the quiet man", that applies to regimes too. Should they topple the current regime the next one will have learned to stay quiet, that doesn't mean they wont quietly tool up.