Member Info for JG68

Reading the new ceos previous statements, he might be tech savvy, but doesn't come accross as inspirational.

More monotone imo.

And the plan to be rid of the shorters by upping the dividend x 5 has spectacularly backfired.

Absolutely dire, seems that AI according to the market will finish this off.

Imo results might instigate a relief rally on the day, but the way this going sub 2000 looks realistic despite all the ramping rhetoric from analysts.

Isn't this due for refinancing this month?

None of that matters when the sp is down 50% in a year.

Pretty much everyone invested over the last year is considerably down, and no end in sight

DM

Thanks for your posts and analogies, they do explain the situation and differences as you see them, without ramping.

Much appreciated.

DM

My point is that Trn, Lseg and Relx have operationally outperformed , certainly on their results / updates, and despite constant buybacks, they are all falling at an eyewatering rate, not because of anything fundamental but because of possible threats such as GBR and AI to their businesses, so despite outperforming, buybacks aren't even steadying the ship, so to speak.

I get all the maths here, and on paper does seem compelling.

TRN being buying back shares for God knows how long, even enhanced the buyback, and shares are down 50% in 1 year.

Relx, Lseg, all buying shares and all significantly down and falling constantly.

Buybacks mean Jack in this market.

Where's this going, sub 2000, some people are taking the pee now

Given it would seem that the tide is completely against this and other AI related stocks (relx), and that AI is evolving and probably still in relatively early stages, its hard to see what catalysts there are to change momentum.

I bought in here and Relx as established quality Ftse 100 companies, partially to avoid the extreme volatility 250 companies often experience, and am staggered the falls the above 2 have experienced.

What is going to change in the foreseeable?

Sickening to watch this fall when the ftse is up 1%

Almost double the buys to sells, so corrupt its sickening

They couldn't even be bothered to give a mini TU to try and steady the ship on the day of the GM.

Great post and analogy zebbo.

And right on cue another leech appears.

Any ideas about today?

Not as significant as the 0.12 GLG increased last week though.

Lorenzo

Isn't the hybrid due to be either called or refinanced next month?

Not sure if this has been discussed recently because havnt looked in / almost written off my investment here for the foreseeable.

I think it will come with a sting in the tail, some dilutive restructuring, the debt is still the massive elephant in the room.

According to AI !!!!!

Industry analysts and internal reports largely view AI not as a threat, but as a significant driver of growth for RELX. While some risks of market disruption exist, the company’s "unassailable moat" of proprietary data and deep customer integration provides a strong defense against new AI-driven entrants.

Key Arguments Against AI as a Threat

Proprietary Data Moat: RELX owns vast, curated, and often exclusive datasets across legal, scientific, and risk sectors. Generic AI models lack this high-quality "fuel," making RELX’s "grounded AI" (verified against its own repositories) more reliable for professional use than general-purpose tools.

Deep Workflow Integration: Its tools are embedded in the daily work of lawyers, scientists, and risk professionals. High switching costs mean customers are more likely to adopt RELX's new AI features than move to an unproven startup.

Financial Fortitude: With an annual technology spend of approximately $1.9 billion, RELX can out-invest competitors and weather long development cycles that venture-backed startups cannot.

All of my investments that are outperforming operationally ( Relx, lseg, Trn, earning more cash than ever before, are getting battered week in week out.

Clearly fundamentals and cash generation / profit mean nothing to the market.

Maybe the casino is a better option right now.