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Https://uk.investing.com/indices/uk-100-futures

Labour are doing a terrible job. Look at the rest of the FTSE, the housebuilders for example - they ought to be booming but instead the opposite is true

There seems to be plenty of new developments going up, you see it everywhere you go. The issue is more are people still buying and selling in the current climate? We have a bunch of absolute apes running the country so it's really anyone's guess as to whether we'll see any meaningful recovery for the housebuilders this side of the next general election when these clowns can and will be shown the door by Reform.

The country is in a dire state under this government. They're going to bankrupt us and we're only one year in. Taxpayer cash is pizzing out left right and centre on a daily basis, and it's always foreigners first, British people last. Everything this government does is to the detriment of the British people and our country. It's simply impossible to invest in anything with confidence and optimism when you have a government that is actively destroying the country at every opportunity.

I think you can dumb the situation down to the fact the UK is 40x smaller than Canada but with twice the population - there's a massive shortage of housing and the population continues to boom. The one sector that should be absolutely booming is the housebuilding sector - there's no question the shares will boom again at some point, it's more a question of when not if.

Https://www.bristolworld.com/lifestyle/homes-and-gardens/bristol-homes-rise-ps9000-in-value-amid-uk-wide-property-price-boom-5230053

https://www.hartlepoolmail.co.uk/lifestyle/homes-and-gardens/hartlepool-homes-rise-by-over-ps25000-in-uk-wide-property-boom-5231806

"analysis by West One Loans shows that the majority of the nation’s major housebuilders are already rising to the challenge, having reduced their landbank pipelines as a result of delivering more homes.

The analysis shows that, across eight of the nation’s biggest housebuilders, some 488,620 landbank plots were recorded within 2024 reports. Based on the current average UK new-build house price of £406,390, this means the total pipeline of these eight developers alone is worth an estimated £198.6 billion.

Bellway currently boasts the most robust pipeline, with 95,292 landbank plots reported in its 2024 figures, holding an estimated market value of £38.7 billion.

Persimmon ranks second, with 82,084 plots in its pipeline, worth an estimated £33.4 billion, whilst Taylor Wimpey sits third at £32 billion in market value across 78,626 landbank plots."

https://www.independent.co.uk/news/business/business-reporter/landbank-housing-builders-developers-land-mortgages-b2787209.html

"The nation’s biggest housebuilders have been using their landbanks, worth a combined value of £200 billion, to deliver more homes to market in the face of growing buyer demand spurred by improving market confidence and greater mortgage affordability"

"The analysis shows that, across eight of the nation’s biggest housebuilders, some 488,620 landbank plots were recorded within 2024 reports. Based on the current average UK new-build house price of £406,390, this means the total pipeline of these eight developers alone is worth an estimated £198.6 billion.

Bellway currently boasts the most robust pipeline, with 95,292 landbank plots reported in its 2024 figures, holding an estimated market value of £38.7 billion.

Persimmon ranks second, with 82,084 plots in its pipeline, worth an estimated £33.4 billion, whilst Taylor Wimpey sits third at £32 billion in market value across 78,626 landbank plots"

"Across all eight major housebuilders, total landbank volumes have fallen by 3.6 per cent over the last year. In fact, all but one of the developers analysed by West One Loans has reduced the size of its landbank.

Vestry Group has broken the most ground in this respect, with a -7.9 per cent year on year reduction in landbank volume. Berkeley Group has seen a -6.8 per cent reduction, while Crest Nicholson has seen an annual drop of -6 per cent"

"

https://www.independent.co.uk/news/business/business-reporter/landbank-housing-builders-developers-land-mortgages-b2787209.html

I'm no fan of this government but the housebuilders are dirt cheap right now and the bottom line is we're a tiny island which has twice the population of Canada, a country 40x our size and we have a booming population that continues to grow every year - there's enormous demand for more houses, particularly affordable housing and so it's really only a matter of time before we see the housebuilders booming again. Interest rates 80% likelihood they'll be cut a quarter percent in August, three weeks away, should push the shares higher. And talk of the government injecting billions into kick-starting housebuilders should see a more meaningful rally beginning to establish later this year and more especially next year. I've invested £15K last few days between Barrett-redrow, vistry and persimmon, may increase my position further over the coming days and weeks. I'm happy to leave my investment in for the medium to long term, gla whatever your strategy.

When Reform win the next general election, which every poll is now pointing to, it'll be Britain first, it'll be Make Britain Great Again, it'll be DOGE. The British flag will be proudly flying from buildings up and down the country where previous woke governments ordered they be taken down. Our relationship with America will become closer and stronger than ever, the feel good factor will return, border control will return, crime rates will go down, woke nonsense will be removed, energy prices will plummet as we 'drill baby drill' and axe all the net zero nonsense, inflation will come right down and this time it'll stay down, confidence and optimism will return to the markets and we'll see a bull run like never before, big money will return to the UK - foreign investors will pour money back into FTSE companies... It'll mark the beginning of a new golden era. All of this is coming. In the meantime, investors have to make the most of a bad situation and accumulate while the prices are on the floor. There's nothing wrong with the housebuilders and they will be back strongly. The issue is this government - but investors have to remember they're only a TEMPORARY problem. Come 2029, they're out.

Inflation up again & economic growth slowing. This is the worst, most incompetent government in our country's history

https://www.ft.com/content/5d22cc96-d901-4c33-a964-a6cc2a58f0e7

This government is destroying Britain. It is anti-British. Everything Starmer does is to the detriment of the British people and our country. Investors just don't have any confidence in them and that's not going to change. It'll take a general election and a change of government for confidence and interest to return to the markets.

B&M occupies the middle ground, somewhere between Tesco and Aldi and lidl. Which is a very dangerous place to be. And they can't compete with either - Tesco are better & cheaper. Aldi and lidl are better and much cheaper. It's poundland mark 2. I can't see the company surviving.

Aldi and Lidl control the discount market - their prices are cheaper, their range is better, their own brands massively undercut the big name brands and are increasingly better quality as well as much cheaper. The leading supermarkets have all failed to compete with them - poundland tried too and we all know how that ended. One look at the B&M website and you see popular products at not especially cheap prices. And you can buy copycat products of these popular products at a much lower price at Aldi and Lidl and they're better too. I wish investors well here but I don't see much of a future for B&M. I actually think it'll end up like poundland.

https://www.bmstores.co.uk/managers-specials

Https://www.gbnews.com/money/uk-economy-gdp-rachel-reeves

Off message, can you please list all the things this government has done that's benefited the country? Can you even name one? They've done plenty to benefit Mauritius, China, France and Africa - but we're talking about things that's been a big benefit to the UK - come on, name some?

Ordinarily I'd be investing in the property sector right now - on the surface it looks like the housebuilders are way undervalued, and that may be the case. But we have a bunch of the most inept, clueless, lying , corrupt, incompetent clowns running our country. How can any investor invest with confidence when the country is being systematically destroyed at every opportunity by the most anti British government in our country's history? Everything they do is at the detriment of the British people and our country. Until they're kicked out in 2029, I don't see anything to feel even remotely positive about. It'll take a change of government to get UK stocks really moving again - Reform party.

When reform win the next general election, we'll see a major bull run - a lot of what's holding FTSE stocks back atm is directly linked to this clueless government. There's just no investor confidence but that'll change dramatically when Farage becomes PM

Https://www.mining.com/cobalt-price-surges-after-congo-extends-ban/

Israel has air superiority over Iranian air space - I don't really see how Iranian forces could close the strait and keep it closed without being blown to pieces from the air. Even if they did vote to close it, they wouldn't have the military means to keep it closed very long