Member Info for Gunsup

MR STP

Respect

For sure there could be a number of serious problems but these are not a black swan event. You have had time to prepare, have a plan and mitigate many of them... Don't forget the armies 7 p's...

Morning Bros..

So for sure the big question.. What's the upside.?

Already this one been a good earner..

Mr Trouble.

Respect

Renewables have their place that is for sure but how much oil and gas they produce? Sadly none. How many homes use gas as main heating source..73%

As for the hydrogen. Not a like for like with the gas we have now. A whole new pipe network need to be in place and that will cost .

Still One thing Labour understand is the supply and demand. Now most of us think this related to what we buy ...

In labours eyes Supply is the benefit handouts and demand is the taxation...

Irish kicking off about tax on fuel... Army in play let see how this work out....

Be interesting to know how much LLoyd have put into bailing out Gigaclear... Had big debts that one... Why we need all these different internet providers?

"UK taxpayer-backed National Wealth Fund (NWF), as well as banks such as NatWest and Lloyds – have taken control of Gigaclear from former shareholders Infracapital, Equitix and Railpen .The official agreement is reportedly due to be finalised today and lenders are expected to take a significant haircut on the company’s near £1bn debt pile, which could amount to as much as 40% of their loans. Taxpayers are exposed to this because the NWF gave a £240m guarantee as part of a wider £1.5bn investment into the company during 2023"...

Morning Bros..

Mr Kes.

Respect but if you buy today you WON'T get the dividend..

Mr Skier

Respect

For sure Mr Trump is looking for the off ramp but Mr Netanyuhu been waiting 30 yrs to start this war and he won't let go easily...

Morning Bros..

Mr Olly.

80p in China...? What I read is nearer the £1.00. China has has over 1 billion barrels of oil in the storage. Approx 3months worth of imports..

https://www.globalpetrolprices.com/China/gasoline_prices/

You must remember also China also over 50% of new cars EVs and ramping up the supply of renewables into the grid..

So Mr Trump need to get this war wrapped up or his very important China visit be put back.

I wonder how much the impact will be on the GDP of the Gulf states. minus 15-20% maybe..

In the Uk OBR making more predictions that the Nostradamus on the effects, not sure why as I see it they would struggle to predict Xmas falls on...

In interim Govt doing nicely with the VAT on fuel...

Mr STP

"Lloyds continuing to drop!"..

Still a strong dividend play so that helping imo. But consider what going and what down the road could be much worse.

Price of fuel at pumps gone up a lot and that big driver of inflation. Some of our vehicles once UTAC loaded on the kit are heavy and MPG never been very good but boss very good at passing the cost on...EU talking two interest rate rises..

Mr Trouble

Respect

"No other real statesmen or women about ATM"...

It true for sure. World being run my dodgy businessmen and crooks... for sure they will be making a pretty packet..

Last POTUS with any idea was Obama. Not perfect but land for peace in Ukraine worked for a while back in 2014 until the CIA got stuck in again...

Mr 88

Respect

For sure gold down again... Very odd considering what is going on, but the old world norm of gold and dollar being seen as the safe haven... Not happening ...

So peak Sov my friend buy at was £940 today is £777... Still well up but let see where it go.. Precious metals markets still very manipulated.

Other commodities doing well. Tungsten in big demand amongst many others... Even Fertilisers rocketing so maybe time Anglo American pulled their finger out in the Uk...

One thing for sure we are now in the grip of inflation...

Mr Dorfan

Respect..

" A happy hunting ground for those with cash sitting in the wings"..

Is where many of us sit... Keep the portfolio ticking over with stocks picked from sectors that always seem to benefit but patience is the name of the game.

Trump is a loose cannon his language should concern us all.

As for the markets. Many been urging the caution. Today as wiser heads than mine have said maybe another roller coaster.. Futures showing a 1.4% drop at the opening...

Morning Bros.

Lot wiser head than mine on this BB regarding energy solution, But as I sees this. Place for both renewables and fossil fuels.. What the Govt also needs to consider is population size.. With over 50% of food being imported as we as see sometimes 30% of our daily energy ( not including shipping takers of gas etc )...being imported is a question that need addressing....

But one thing that I do NOT agree with is in the Govt recent publication on ODA...

"Over the next three years the UK will aim to spend around £6bn of ODA as International Climate Finance – covering mitigation, adaptation and a focus on nature"... The whole publication well worth reading see where your tax £s are going..

https://www.gov.uk/government/speeches/foreign-secretary-statement-on-international-development-19-march

Just for info...

Yesterday had to ring the Virgin money re the merger with N/Wide and the email they sent regarding the FSCS protection.

So needed to swap out some ISAs to stay withing that limit between those providers.

So it seem.. Virgin have put stop notices on accounts to prevent charges but check first. You can draw out without charges down to a combined total of £120K Across Virgin and N/wide to have the full protection. If you want instead to reduce N/wide savings / Isas then that a different phone number..

If charges are taken they have a help desk and it goes to stakeholder meeting and those charges refunded within 7 days..

Today is reported

"UK government borrowing rose unexpectedly to £14.3bn in February to the second highest level for that month since records began, official figures show.

The Office for National Statistics (ONS) said borrowing was £2.2bn higher than in February last year and much higher than the £8.8bn economists had expected it to be"...

No wonder Uk borrowing costs starting to tick up and as we know the mortgage rate linked to bond rate... Estimate was way out and someone need to get a grip on this. Housing market already struggling last thing it need is higher mortgage rates..

Mr

STP

Respect. Solar panels not nonsense. If you look through the Lloyds living portfolio of rental properties you will see many have them ..

https://www.lloydsliving.co.uk/developments/

Mr Dorfan

Respect

Is a good question.. But I think we all know the answer to that one...

So this morning..

Gas 34.0%

Imported 23.6%

Nuclear 11.7%

Wind 11.0%

Biomass 8.1%..

https://www.energydashboard.co.uk/live

For sure we are far from having this sorted....

For sure is a good job we have renewables to help out with energy supply and prices. Problem as we say before those wind turbines and solar panels not produce any gas. But as they say in the Tesco every little help..

Someone for sure need to take away Mr Trump copies of the Blackadder go forth series before he come up with another cunning plan....

Asimple

9mm M&P pistols are all you need... take your pick the 9 or the 40.

Morning Bros..

Sea of red on the markets this morning and who be surprised?..

In Trumps world his remake of the Italian Job called the Iranian job he already forgot the most iconic line... "You were only supposed to blow the bl@@dy doors off"

Mr Skier1

Respect..

Certainly depend who you listen too that is for sure.

Deutsche bank flagged a $30bn expose to private credit...

https://www.morningstar.com/news/marketwatch/20260312196/deutsche-bank-says-its-private-credit-exposure-has-increased-to-30-billion-one-of-the-highest-of-wall-street-banks

Mr Harley

Respect

For sure the lady is for turning.. 3 days ago she say..

"European Commission President Ursula von der Leyen said on Tuesday that Europe's turn away from nuclear power had been a "strategic mistake" that was now exposed by the Iran war".

https://www.dw.com/en/europe-eu-nuclear-power-strategic-mistake/a-76289274