Member Info for JG68

To be honest they're clueless.

Powell says Wednesday sees possible cuts this year.

Kashkari says Thurs Fed may not cut.

Don't these clowns realise how they affect all global markets.

Nofear

Incredible how some rogue fed official makes comments that tank European markets, only for US futures to be up so far today.

Pathetic really. Let's pray and hope the non farm payrolls do not turn the US red and bring us all down further. If not we could see a recovery later on.

Interesting and please share any further updates etc.

Xxx accountant

In my layman's opinion I think that UK and all other European indexes are down today because of 1 fed officials comments yesterday.

US futures have steadied so far today.

It does show how volatile and confused the UK market is, mainly mid and small caps.

I just worked out on one of holdings which I had 55000 at 84p, that by adding another 5000 at both 64 and 66 more or less resulted in a similar average of 81. So I just added 5k to trim a few pence of that particular holding.

By the way I'm fully expecting more bad news, or a u turn, change of direction, or even some completely unknown to be be revealed by the board. So I'm resigned to holding at least until 25 now, one would think they have to get it right at some point!!!

Xxxaccountant

Out of interest, have you sold some at a loss or break even?

I keep hearing people selling trimming etc, but can't quite understand how this isn't at a loss or BE .

Only curious

It's a joke Pokerchips that some fed official contradicts the chair the day after by making comments that he knows will have a huge impact on global markets.

These central bank officials are on a power trip.

Probably lose all today's gains tomorrow now that US markets have tanked because of comments by some d1k hed fed member. F-----g great .

Clearly short and wants the price lower.

Probably Aims twin imho

I don't need the cash so can sit on paper losses as long as I choose

Problem is xxxaccountant

The market nor investors will believe any 24 guidance until the proof is in the figures.

Buglet

Mobico got whacked 5/6% last week on broker comments.

Great post wealthtransfer, and pretty much spot on.

The way things are playing out I'm writing this year off aswell, but I would feel so much happier if there was a change at the top, at least one of ceo/cfo to restore a bit of confidence.

Because now if there is a delay to the US sale or different direction is taken, the markets response will be completely ruthless imo, probably aimed solely at the board as opposed to the decision itself, if it were to happen.

Trisor

It's starting to worry me 24/7

It's just the market reaction and pricing that's got me thinking " what is it pricing here"

I also now think the CFO Tim Weller previously at currently very distressed PFC might be a factor.

We've all blamed JL but he's got a huge part also.

May trust AH but not TW.

This is just appalling now, it's being priced for administration.

All we need now is a u turn or delay to sell NA due to current interest rate environment.

Can just see it now.

That says it all and maybe the market is pricing exactly that.

Trenners

Have to agree about cfo, hardly painted himself in glory in JLs tenure

I've got far too many now for any level of comfort, and the constant decline with no one seeing value even at this level is really concerning.

Could anyone hazard a guess at what the real book value would be if they were to decide to sell off all the businesses ?

Silky question I know but I'm struggling to understand how public services alone is not worth multiples of the current mcap.

Xxxaccountant

I wish they would bid because I don't think I could hold this any longer than I have to with the current board. Trust completely gone.

And this firmly includes the CFO who after being in post 18 months, has purchased only 20k shares, and misguided 3 times, underestimated costs in the US, don't trust him whatsoever.

Accross my 3 MCG holding I'm another 10k down on them today, so unfortunately until I can get out or significantly reduce, I won't be able to relax, especially given we have absolutely zero idea how current trading is

Well 64.5 Sell UT, what a terrible day