Member Info for JamesOxford

SavageKeyboard is the class clown who everyone laughs at not with.

Norges Bank in Norway just increased their Prudential stake from 3% to 4.25%.

@Misterblack 'I'm out with a small profit. Zooming out on this scares me. GLA'

I don't understand what has scared you off? Did you sell out at only £7.00 per share?

The Prudential share price is currently at circa £7.20. Prudential was cleary oversold and is currently riding the wave of investment into China right now. The Prudential RNS just announced Norges Bank in Norway just increased their Prudential stake from 3% to $.25%. Looks of investors (institutional and personal) are looking at Prudential at the moment. It's likely Prudential's current bull run will reach £8-£10 per share initially.

I recently invested in Prudential as part of my global growth portfolio. I really like that Prudential operates its largest life insurance businesses in mainland China as well as the Tiger economies of Hong Kong, Indonesia, Malaysia and Singapore. I am happy to hold Prudential for at least the next 5-7 years.

I did check prior to my initial investment in YouGov recently and their website did show results to be announced 29 October.

After YouGov's previous results announced on 10 October. The YouGov share price increased (from a much higher base than that of today's £4.26) £6.90 to £9.20 within a couple of days. Followed by a steady increase thereafter to £12.20 by start of January 2024.

Based on my analysis I expect revenues to be considerably up vs last year, with profits above (albiet slightly) vs previous YouGov guideline (June update). That will be enough for the YouGov share price to increase significantly after the RNS results on 29 October. After all revenues are key, with good management profits will always follow. Also if the BOE keeps rates the same or drops rates on 7 November, then I expect the YouGov share price to increase further.

I don't actually care what the YouGov share price does between now and the RNS results on 29 October. I would have added more today, but was at back-to-back appointments all day. However, if the share price drops further from the current £4.26 I'll add more tomorrow as it's clearly a bargain and the upside is significant. It would not surprise me if the share price bounces back tomorrow and then steadily rises between then and the RNS results on 29 October. The smart investor knows the early bird catches the worm!

@Garonne. My research has analysts at buy and none at sell. No shorters either. Not sure how long ago Investing Pro's fair value was assessed. The bigger question is how on earth they valued Prudential at £6.81 and on what basis and/or calculation was used. 1 year ago Prudential's share price was circa £8.50 to £9.00. Today Prudential's share price is circa £7.00 and woefully oversold, but on the fast-track to recovery.

@Jatw. Yes fair enough.

In addition to the uptick in the Chinese stockmarket which benefits Prudential...Prudential's dividend of circa £0.05p is due to be paid on 23 October. No doubt this pending payment will create a further uplift in share price in the lead-up to 23 October (in anticipation of the dividend payment) and for at least several days after this date (as dividends are reinvested).

In terms of today's movement on the Prudential share price, it was only down 0.77%. Given the FTSE 100 was down 1.01%, Prudential held up well especially considering it has risen from its recent dip of circa £6.00 to circa £7.00 over the last couple of weeks. It tells me the vast majority of recent potential profit-takers have held fast in the knowledge that this share price is very likley to increase further over the next several months i.e. in line with the Chinese stockmarket and/or economy.

Should have read: as 'In my line of work, I personally know many investors who reside in China, Singapore, Hong Kong and other Asia-Pacific countries who like Prudential and the London LSE'.

@Jatw 'The London Market is not liked by international investors and China is not liked in London.'

I have to disagree with your above comment.

Quite pleased with Prudential as an investment - but I did buy a couple of months back (at/near record lows) - the increase in Prudential's share price to current circa £7 is perfectly acceptable. Prudential has been over-looked by many investors of late, and it is only the Chinese economic measures announced over the last week, that has put the spotlight on Prudential, and the obvious undervalued share price. It is clear that Prudential's share price has been dramatically over-sold in recent times, so it still has considerable up-side left.

Over the years I've found that market sentiment can shift dramatically. It was only a little over a week back that the Chinese stockmarket was at a circa 3 year low. In one week (after the Chinese economic stimulus was announced), the Chinese stockmarket is up the up to more reasonable levels. I expect the Prudential share price will easily reach £8-10 per share as it continues to rise more or less in line with the Chinese stockmarket, as it is one of the few LSE plcs that operates in China and other Asia countries.

In my line of work, I personally know many investors who reside in China, Singapore, Hong Kong and other Asia-Pacific countries who like Prudential and the London. Moreover, I do not believe that London dislikes China. I know for a fact that many serious investors from London have invested into China in the last week. I would say that the US remains 'cold' on China, but this too could change. Never say never.

In the meantime, I will contiue to buy more Prudential on the dips. To be honest Pridential is one of the easiest investment decisions I've ever made.

@cudabooze82. If you only look at fundamentals in the terms you described, Zephyr is not for you. If you want safe and secure investments, then invest in a bank plc.

Amazon was highly leveraged (its well documented Bezos owed thousands to friends and family!) when it first started, and was full of 'possibilities', which evolved to 'probabilities'. If you invested a mere £500 in Amazon shortly after it listed (zero profits of course for years...with lots of spend) you would have about £1.8 million in the bank now. I can speak from personal experience (and still shareholder in Amazon). Now I'm not saying Zephyr is an Amazon, but Zephyr is an ON-SHORE oil and gas company with tremedous possibilities.

For those in the know (includes experienced analysts and investors) Zephyr has considerable assets and upside. CH and team are in negotiations with investors/partners to exploit the obvious potential here. When the Zephyr share price moves (probably on an RNS announcement of investor/partner etc.) - it will move up hard and fast, probably to 8-10p initially. I for one will not be on the sidelines cursing "If only I'd invested at a mere 3p-4p!".

Personally I am very pleased with the significant progress made, and I have no intention to sell.

YouGov back on radar! Just purchased £25K of YouGov shares at £4.39. This share price looks far to cheap to ignore - market capital at circa £500 million. YouGive share price likely to rebound from these lows. Factors considered include: Revenues on increase (consistent year on year growth), always in profit year on year (slight dip forcast this year - still acceptable profit forcast), plenty of cash in bank, debt levels stable and manageable, good operating margins. New acquisition of Yabble (benefits YouGov with technology and AI). I expect YouGov share price to increase from early-mid October onwards in the lead-up to next set of results. In the meantime, I will be more than happy to buy more should YouGov share price drop further.

I concur that the Prudential share price should continue to rise from current price circa £7 to £8-£10 (maybe higher) in the short term. Enjoy the ride!

My prediction on the rise in Prudential's share price is due to several factors. Prudential share price has already been oversold and is now on the up. Prudential is in share buyback mode. Prudential's fundamentals are very sound. Prudential operates in the Chinese and Asian economies - and when these economies move up, they move up very, very quickly. The Chinese economy should most likely rise 5%+ over the next 12 months due to the incentives announced this week. Prudential is perfectly positioned to benefit from this improvement in the Chinese economy and marketplace. Prudential's RNS today shows that in Indonesia (a targeted growth area for Prudential), Bank Syariah (the 6th largest bank in Indonesia) and Prudential have announced a partnership whereby Prudential can sell it's products to Bank Syariah's clients.

https://www.londonstockexchange.com/news-article/PRU/strategic-partnership-with-bank-syariah-indonesia/16687445

I watched the video yesterday. AH and Stephanie presented well. Typical AH presentation - factual, measured, mildly optmistic, loves technology and AI. Nice overview of previous results and a few snippets of new information. AH's message is that Capita has turnaround, and is now on track to stable recovery with no nasty surprises forecast. Next step is continue to buld up cash reserves, keep net debt at a minimum (low debt company), invest in the right areas (talented managers/staff, technology and AI), roll-out new proven technology and AI to their broader client base, and continue to cut costs where appropriate (to ensure minimum £160 million savings achieved as promised to the market). AH like to under-promise and over-deliver. AH wants to build confidence in the new steamlined Capita with both stakeholders and investors. The road is long, but so far, so good.

@NoFear to Vision74 'Don’t Poke the Bear and you'll be fine and live to tell the story, or fail immensely after posting disgusting posts to a lse member like NoFear that you've never exchanged shares investing opinions before.'

Me thinks: NoFear...oh me oh my, you're so strong...!

Panmure Liberum upgraded its target price for the Zephyr share price:

https://www.proactiveinvestors.co.uk/companies/news/1057134/zephyr-energy-shares-offer-more-upside-after-resounding-well-success-broker-1057134.html

Quick glance at the RNS results. Pleased to see that revenues slight increase, and debt has fallen for half year results and again as at first week in September. I expected debt to increase. A solid set of numbers. No unpleasant surprises. Well done CH and team at Zephyr.

@Seekinvalue You state that 'I don’t dismiss the possibility of a capital raise although Zephyr has. If the numbers stack up and there’s a compelling reason to raise cash to accelerate development, it’s worth considering imo. But this needs to be carefully framed: if Zephyr is sitting on something highly valuable, why would management dilute shareholders.'

Once again you attempt to sow seeds of fear and doubt about CH and/or Zephyr. You are clearly reaching for anything and everything to either make a point or back up your opinion. All of it negative and folly.

I refer to Zephyr RNS dated 17 September (9 days ago), which specifically states: 'The Company confirms that it has not been undertaking nor is it intending to undertake an equity fundraise.'

As an investor in Zephyr I will listen to what Colin Harrington CEO says about Zephyr and its future direction.

Enough said.

@Seekinvalue As mentioned, I have completed my research into Zephyr and had several discussions with other experienced investors in the industry. I am 100% confident in CH and Zephyr. I am not 'shy', nor am I under any obligation to share my research and/or disclosing my discussions with others here. DYOR.

You say you are an interested observer of Zephyr. However, you work to undermine Zephyr on this discussion board at almost every opportunity. You refer to your flimsy findings and your weak understanding of CH and Zephyr's direction and obvious potential. I can only surmise that you must be a student (probably with a 'C' average) or you submitted a job application (probably as a janitor) with Zephyr which was subsequently rejected by them.

Your posts fool no one.

@Seekinvalue Your post dated 17 September: 'I've been engaged with Zephyr for quite some time because I find it a fascinating case study, and I'm genuinely interested in seeing how it evolves—especially given the unique challenges it faces.'

You say you are not invested, however, you are interested in how it evolves. I beg to differ. You are only interested in trying to sway others on this discussion board that Zephyr is all doom and gloom. Quite pathetic really. You sound like a student or a time waster. Probably both with zero funds to invest. You sit on the sidelines and chip away with constant chitter-chatter about everything and nothing at once. It is clear that you have an agenda against Zephyr. Maybe you applied for a job in the mail room at Zephyr and your application was rejected. Either way, frankly I'm not interested in your posts, as they are typically stupid.

I have completed my research into Zephyr and have held discussion with other experienced and successful investors in this industry. I have confidence in CH and the rest of the senior management at Zephyr and the next steps and future direction. As for me sharing my research on Zephyr with you... no thanks. I have zero to benefit from that. DYOR.

@Garydav2. Debenhams and Superdry posts losses before their demise. Whereas Doc Martin has always posted profits (admitadly declining). The Doc Martin IPO is ancient history and only a fool would have bought at that inflated share price (very clever IPO marketing catches newbie and over-excited investors almost every time). Burberry with a market capitisation of £2.15 billion is a different game altogether.

Anyway, each to their own. For me, I am only interested in Doc Martin's share price today at circa .50p and whether or not this reflects an under-valued company. I like to invest in under-valued and turn-around companies with circa £200-250K per investment and hold for 3-7 years. At a quick glance, with the strong Doc Martins' branding and certain other KPIs it appears to clearly tick this box. More research required before I invest in Doc Martins in the very near future.