Member Info for Grezzz

JonnyThreeDrinks - LOLZ

JonnyTwoDrinks. I rather suspect you had a fabulous day, doing fabulous things, you predictable whiny b!tch.
Who would ever have guessed you'd choose today to unblock all those nasty bwutes who'd been cwuel to you?
And who could have possibly doubted that a twading guru and his talking cat was able to call a failing AIM company and sell-out 'just in time'.
Thwee posts to call-out a 'blocked' member. You're comedy gold, sweetheart.

Yeah, I've topped-up at various levels when FOMO of the court date has loomed, but I've accumulated quite a lot more than intended. That said, if we see 30p, there will be an itch which needs scratching... It's only money, after all. Either Nano buys me a new car or they don't, no biggie :)

If you have to ask.....

Someone recently said on this board:

"JOUL = I suggested these at 45p, even 65p. Massively underfunded and a great base to have some cash for the takeover - I'm guessing M&S early 2023".

Today, Joules set to call in administrators, shares suspended at £0.09 and we know how shareholders are treated in those circumstances...
Still, no use crying over spilled milk. The cat will soon lick it up!

Aside from the recent mid-terms, I think it's fair to assume that the progression of the war in Ukraine provided a sad but useful real-world example of the capabilities required for the next generation of v/l attack aircraft and of course the stance China would take, particularly with their intentions toward Taiwan. IMHO, both areas have suggested that the Bell V280 Valor, with its higher speed and larger capacity and range would be a better choice for the next generation, so it may well have been worth the wait. However, as previously mentioned, these contracts are hugely political in their respective states, so Lockheed will either get a part of this contract or be selected for the additional FVL programme.

Anyway, I'm finally feeling a bit of momentum, so with the FLRAA decision imminent and some positive coverage of SMRs, I think I'll be topping-up in the coming week.

Good thread, Kat! I'm expecting an odd week, what with the budget impending, but I get a lot of divs this week, so at some point I'm going to have to ask myself a simple question: "Do I feel lucky?" Well, do ya, punk?....

bald_eagle "Grezzz, we are 'probably' beyond the point where the risks of inflationary costs are best descrided by 'could'.....they are sensibly taking mitigation measures (like most households in the UK) but that can only go so far. If they had written 'could hit costs next year' then they would risk losing credibility a la Liz Truss".

From Proactive Investors' closing round-up:
"FTSE 100 closed in the green on Thursday as the fall in US inflation cheered stock market investors.

Britain's blue-chip benchmark finished the day around 79 points higher, or 1.08%, at 7,375.

"US inflation data has provided a welcome shot in the arm for markets, with the declines seen across both headline and core inflation bringing the kind of optimism that has been lacking without seeing non-energy related inflation turn lower," said Joshua Mahony, a senior market analyst at online trading group IG".

Being neither an economist nor an English teacher, I'll leave it there, unless you wish to define the word 'descrided'? ... ;)

^ I concur :)

bald_eagle - Maybe I'm being too optimistic, but I don't recall economic future predictions ever to have been historically particularly accurate, and of course. 'after the event' there will always be a faction of the 'told you' brigade. Ultimately, we'll just have to wait and see, but as I commented on a different forum, I'm tired of seeing 'Ratnerisms' either from CEOs or in results statements. BP's 'we are a cash machine' - what a bloody stupid thing to say!

bald_eagle - And I'm no English teacher, but 'would' implies certainty, whereas 'could' implies possibility. It's the BBC who owns the TARDIS, not ITV..

I'm doing a coin-toss this morning as to whether to 'buy the dip' on ITV or Bitcoin..

"And the company warned inflation would hit its costs next year, although it said it was on track to meet its medium term targets".

'Would'? Who writes these releases? If as many believe, current inflation levels prove ultimately to be a spike, perhaps the word 'could' might not flash as brightly as a market warning, but still inform investors of a possible headwind. It's the little things - but management should be all over the detail, like a rash..

MarbleMadness - 5p a share might be the immediate result if a positive result is announced, but long-term U.S. Army contracts are considered to be 'cast iron'. My personal view is to have such (or even a good percentage of) a contract on their books will bolster ii confidence and ability to pay reliable dividends, and therefore potentially worth substantially more in the longer term.

I think the issue is decided, but the announcement is being withheld until the mid-terms are over, for fear of political impact. So, we might expect the news very soon..

https://www.bizjournals.com/wichita/news/2022/11/07/textron-bell-last-us-h-1.html

https://www.thisismoney.co.uk/money/markets/article-11385251/Jet-engine-maker-Rolls-Royce-sticks-2022-forecasts-despite-hit-China.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html

I think once Turbofan Engineblock gets his feet under his new desk, there will be a wave of confidence both within RR and amongst investors. Barring some (another) unforeseen disaster in 2023, I believe we'll see a sustained, if not rapid, rise in the SP.

"Huh ?"

Most sensible (and honest) comment from the 'legendary' Mike234/RRInvestor ever!

Oak:
"The more you look at what this guy has put together and the more you have to respect him as an entrepreneur / deal maker - put aside the share price just looking at the business and his deal making not the man, no idea what he’s like personally, it’s irrelevant in this context "

I don't disagree with the above, but I don't deify MM. We're all bound to 'cut our coats according to our cloth'. I bought-in to THG a week or so before the Softbank buy-in, and for a while I was comfortably in the blue. However, as things began to go 'bits up', it was necessary to make some strategic buys and sells. I'm very confident that the last couple of years haven't gone as MM expected, or hoped for, and frankly, he's demonstrably personally responsible for a large part of the ensuing mayhem.
So anyone, other than a 'red/black' gambler has had ample opportunity to finesse their position into something that's palatable - including MM.
I'm relaxed. I'm not expecting to be ordering my new F-Type relative to the performance of THG, but I'm happy to let it play-out and just see what happens. No crystal balls, chicken giblets or rabbits' feet - just being neither greedy nor stupid. OTOH, had MM been a better corporate toady, and behaved like the CEO of a listed company, maybe some of our chums here would have fewer grey hairs.

I've held a varying number of RR shares for more than 20 years. Most of that time, they've been rewarding either from dividends or growth. I'm a bit under-water with my holding at the current price, but my interest is not purely financial. I haven't bothered to vote for donkey's years, but I'm a patriot, so my holdings in various British engineering and defence companies is somewhat a matter of principle. However, holding British Aerospace (now BAE Systems) has bought me a few drinks recently...