Member Info for JG68

Like him or loathe him, he knows how to hedge and make money.
I remember the last era of newly announced austerity in 2010, I was working for a local authority, and part of their cost saving measures included hundreds of staff being tuped over to serco!!
Could be good for CPI if they do decide to make cuts to public services.

My point is that Biden has publicly stated within the last 2 months that he will defend Taiwan with military personnel, I watched him answer the question.
So why not defend Ukraine with military personnel?
As CW says, probably much more in US interests to defend Taiwan, for economic reasons no doubt.

What I don't get is why Biden will defend Taiwan if China did the same?
What's the difference really.

I don't believe Ukraine, Finland nor Sweden would have applied had Russia not invaded, so its not really Nato instigated.
I'm sure there's no smoke without fire though and the Ukranians have been treating the Russian separatists appallingly for a number of years, and Putin just felt enough enough.
But rather than focus on the Donbas, he got greedy and went for the prize jewel Kiev straight away.
What's to stop him doing the same in Moldova next where there's a large pro Russian segment on the Eastern border.
I think any undertaking or previous agreements about Nato expansion are off the table as long as he's in power.

They can hit the US with nukes anyway , which he keeps banging on about.
He's getting Nato on nearly 1000 Miles if Finnish border in due course, its about the only thing I can envisage to make him back down.

So what do you expect Putin to do when Ukraine continue to take back their territory which Putin now thinks is Russia, which they will probably continue throughout winter ?
Is he going to just sit back while Ukraine reclaim the Donbas?
Can't see it somehow, it's nearing a point where something will have to give.
I didn't think countries could apply for Nato membership during a conflict, and was surprised to hear they have fast tracked an application.

Well that's a stalemate then because neither will back down and as far as Russia are concerned Ukraine will be attacking Russian territory from now on.
The only way out if this is Ukraine to concede territory in exchange for Nato membership.
Then it's up to Putin to accept this new reality or pullback.

The only way I can imagine this ending is for Nato to allow Ukraine membership and Ukraine to concede the 4 regions and redefine their borders.
This way Ukraine is protected from further attacks and land grabs, and then Russia is firmly stopped in its tracks without stepping on Nato territory. This also assumes Finland and Sweden joining Nato urgently too.
How else will this end.

It's his attitude, reasoning for it being below a quid, and his gloating at everyone's expense.
I thought him / her and fender were one and the same, but fender seems a more reasonable person that this piece of S--t.

However unscrupulous they might be, I'd rather them with us than against!!

Demaw
You've done well mate if you have 24k in dollars.
It's cheap for us in pounds so you're getting even more of a bargain imo.

They're not letting this above 300 today.

BRIEF-Odey Asset Management LLP Discloses 3.05% Stake In Capita Plc As At Sept 28 - Filing

Bear trap then!!
Back into 23s soon.
Very disappointing

No chance, he got lucky with macro impacts.
He has maintained throughout that M&S specifically is being run to the ground by idiots, is saddled with unmanageable debt, and is loss making.
Check his posts, he's an total idiot and just got lucky.
He told us back in March /April that M&S would be loss making by the FY results in May and they would be under a quid then.
Total t--t.

Suspended Companies Notice

29 September 2022

In association with the Suspended Companies
(https://research.ftserussell.com/products/downloads/Suspended_Companies_Rule.pdf)
rule, the below companies will be placed "on notice". Consequently, if these
constituents remain suspended a further 20 business days after today, they
will be removed from the FTSE Russell Index with two days' notice, at a
nominal value (0.0001).

Revolution Beauty Group PLC (BP7L1T6, FTSE AIM UK 50 Index, FTSE
AIM 100 Index, FTSE AIM All-Share Index)

Although this madness is macro, the US has been selling off at 2 different stages this year, and although we have had several red days as a result generally the FTSE 100 has faired ok this year until now.
This stems from last Fridays budget, and what's worrying is that UK equities were not exactly overpriced anyway.
I guess if there is catastrophic 2008 style event, then at least they havnt got much more to fall.
And in the next few weeks third quarter earnings season and forward looking statements for the bears to feed on.
Roll on the bottom , and next year hopefully, it really has been a dire 2.5 years now.

Does anyone have any idea about the NEX pension and whether there is any defined liability on the balance sheet ?

Debt is 1.1 billion but bear in mind its been consistently above 900 million since 2016, and at one point was over 1.3 billion.
Not really sure how their credit facilities are impacted by rising rates, if at all.
Others may know ?

Same here and again this morning.
Here we are at 52 week low.
This isn't NEX specific.
My feeling is 160-170 is good value for a business with solid fundamentals and growth plans.
However there may well be a capitulation on all stocks at some point so you may get covid lows at some point. Who knows but my plan is to buy and hold and hope dividends will be restored at year end.