Big Boys && EUA15 Feb 2025 13:20
What a speech by JD Vance yesterday and to point on all aspects, the look on those attending and with muted applause spoke volumes, if Europe and UK did not know how invisible they were before yesterday, well they do now for sure.
Home truths were required and not be surrounded by yes men ‘leaders ’ and that’s what they got, with a bloody nose for interest.
Whether the world likes it or not, the big boys are US,RUSSIA,CHINA,INDIA – fact.
As JD said yesterday there is a new Sherriff in town, of course to the world they will say they will consult with UK, Europe and Ukraine, the reality is the opposite, only the US will make the decisions. At least it will give the others a warm fuzzy feel of involvement
I am no fan of the US or their approach, but they have people in charge that are politicians in name only and unlike dithering politicians we have, these lot are straight talking and without filter deal makers, that deserves some credit.
In the short time since taking office, the US have created a ceasefire in middle east, ensured hostages are exchanged and managed to get Putin to release an American doctor, these boys Trump and Vance mean business and they will stop the war quickly IMO, time scales is the only question.
Reputations are on the line, Trump has promised to end the war and knows he must deliver so will do whatever he needs to ensure it happens, and if the UK and Europe don’t like it then that’s too bad.
Regarding EUA, IMO they have de-risked due to the above, Trump and Putin have a mutual respect (hence why Putin waited for trump to leave office) and in fact are more similar than they may admit.
I also think a ceasefire will happen before the final details are thrashed out, EUA will react accordingly.
I am no fan of EUA BOD’s on how they achieved nothing before the war, however looking at it from the so-called credible buyer’s perspective they may just be prepared to make a move rather than see the EUA market cap move north, we all know when this moves it moves fast up or down, in addition EUA may take a reasonable offer that they would have rejected before.
For the reasons above I will be looking to buy in, funds are parked and waiting, will not say at what price or how many shares I want but watching for now, but unrealistic scrotum speeds and 8-10p by Friday nonsense doesn’t help.
In terms of clearing out the trash in the US, there is a job for Elon Musk here that needs sticking in the bin, the UK labour government so we can get reform in, so Elon if you could do the honours, thanks.
GLA