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I contemplated averaging down, but I lacked confidence in IAG's momentum and at the same time have found better candidates for my spare cash. Still more inclined to top-up div-paying builders and asset managers..
I decided to hold. I topped-up Shell just before results and dropped a few pips, but if BP dips later, I'll top-up here as well. Oil price is now moving up in line with my expectations, and something in my bones is telling me that Russia is going to aggravate the OP, either through production or political issues as we move into fall/winter. GLA for later, whichever way you're playing it!
Pearls "Can’t believe there’s no tikka masala flavour or tandoori whey flavours for the Indian market?"
LOLZ - Tikka masala is British, not Indian. I think such a 'flavour' would p-off the majority of prospective Indian customer!
Ihavenoclue,
I was wondering about the reported similarity to Haagen-Dazs, and immediately suspected this as an ingredient:
https://en.wikipedia.org/wiki/Simplesse
I was living/working in the States at the time products were first launched containing it, and there was huge media coverage (for obvious reasons) but it coincided with the launch of another product aimed at those trying to reduce their calorie intake - Olestra. The latter turned out to be a disaster and I think Simplesse got a bad reputation by association. Consequently, they dropped the trade name and kept it under the radar with a generic food additive description...
OSG,
Thanks for your helpful report! Funnily enough, yesterday I actually drove several miles to my nearest Iceland, intending to do exactly what you did. When I got there, they had one freezer dedicated to the various MP products, but all the ice cream was out of stock, so all I learned was the price and three flavours available. At £4/pot, I thought it was a bit expensive, but wasn't expecting to hear that it was on a par with HD in terms of quality. If it achieves a similar taste profile, but with far more attractive nutritional value, then I imagine it will sell well and probably at a good margin.
Did you happen to notice if it contains artificial sweetener of any variety, allowing it to cut down on sugars?
I haven't visited an Iceland store for many years and I was a bit disappointed that it looked old fashioned and a bit 'down at heel', but perhaps that's just me being picky!
I'm contemplating 'Bed and ISA', to shroud any multi-bags from capital gains.... I'm currently still below water, so it really depends what the ultimate prospect is looking like...
FWIW, if it's taken private, are the proceeds just taken as 'spare capital' within an ISA to be reinvested as desired? I'm pretty crap at tax regs and planning etc...
Can't decide whether to top-up my TW holding, Vistry, or both. I understand Vistry is more exposed to 'value' housing, which may be more resilient in a struggling economy, but frankly, I don't really know..
My suspicion was far simpler. Biden's lack of willingness to negotiate on the terms of the debt ceiling were certain to give the markets, conveniently including oil, the jitters....:
https://www.bbc.co.uk/news/world-us-canada-65452444
I topped-up at 505 and I'm content. I think the downside is limited, barring a collapse in the OP, which seems unlikely. As a retired softs trader, I often refer back to some advice given to me by one of the old directors at Berisford, where I was a junior at the time. "*****", he said, "Those who constantly try to pick bottoms invariably end-up with **** under their fingernails" It's weathered well over 40-odd years...