Member Info for JohnLewis79

Thanks pharmhall a comprehensive nos forecast given 'the constraints'. I'm not overly bullish tbh this time around. So very much a wait and see as to the 'actuals' and Mr Bell's outlook for 2027/8.

I wonder how long before Trump'ton has Bunny'boy for breakfast? Not long methinks given Burnhams love of Manchester fry-ups.

At the moment he's on the royal train headed into London garlanded with flowers and anointed with oil. The messiah has arrived on a bog standard LNER diesel train. No royal procession? Goodness me! Let us all bow down and be grateful for his safe arrival. Little does he know what awaits the 'seeker of the throne'........

Streeting backs Burnham in the race for head boy. He's had his collar felt!! Surprise Surprise.

Probably Jet2 but they wouldn't know that or care!

The ftse ignores labour woes and the infighting to come as candidates jockey for the top job. No doubt Burnham is heir apparent and odds on favourite to be the next PM. Incredible when you think a year ago he was a nobody running a small local metropolitan council. Its been a staggering rise to head of school.

Whether Streeting or Rayner become Chancellor could be a more critical decision for Labour given Burnham had been 'pencilled in' for many months. I suspect Rayner a buddy of Burnham will get the job. Afterall she knows all about stamp duty and the payment of tax!! An ideal candidate for Chancellor.

Looks like Starmer has jacked it in leaving the way forward for a Burnham/ Rayner or Streeting ticket. How that improves our lot in the global mrkt place i've no idea. Silly man!

Starmer v Burnham a heavy weight clash of sorts will be the talk of the day as radio & the Press try and drum up another 'rumble in the jungle.'

It will keep headline writers busy for a few days before the next crisis hits Labour. Burnham may be a shoe-in for the Labour Party top job given the scarcity of talent on the their front benches, but no guarantee the country come election time would back him.

Starmer is said to be reviewing his position over the weekend as the Burnham wagon train gathers pace. It will surely run out of puff when Labour moderates realise there is no suitable new broom to implement Govt policies without considerable upheaval in their ranks. A new PM poses as big a problem as a new Chancellor. Both are hugely risky for a Labour Party under a new administration and Wes Streeting waiting in the wings.

Burnham is not the answer much as Farage & Kemi wish it were so. Starmer if he has a shred of self respect should face down Burnham in any leadership contest. He may not be popular among the Labour 'lefties' but could have enough support among moderates to give Burnham a run for his money.

Some say Starmer should call a general election, which lies entirely in his grasp. It might be a waste of time as Labour could be turfed out or worst way a hung parliament would result leaving Labour in tatters and Starmer for evermore known as the man who let Reform run the UK.

Morning all.

Shares put on 35 this week to remain u/c ytd at 1455p. However compared to the Ftse All Share (+4%) and the S&P 500 (+10%) we lag both. A bit of nervousness over the upcoming F/Y nos likely end June is partly responsible & also nervous investors taking profits during the run up to 1680 in late April dented the share price.

However any metric after 2023 shows huge gains after the company won contracts from the US Navy, Army & further afield. These extend quite sometime into the future and with the MOD under pressure to spend more on defence MSi are in a good position to benefit.

Pharmhall will be doing his forecasts shortly which are usually spot on so any guess from me is pointless as I couldn't back it up with accurate data. Have a good wk/end all & fingers crossed Mr Bell will have some good news for us on the petrol stations etc.....

Solomonkane I appreciate your frustration here. This stock might be getting a reputation of a serial underperformer. That would be akin to a kiss of death to a supposed growth stock. I'm betwixt and between though more bullish than bearish atm. I have added and will continue to do so while the mrkt prices these as dead ducks.

For the political slant to posts this morning all imo obviously so no more from me!

Starmer to be kicked out as labour leader next week if labour whips get their way.

Moderates will be ruing the day they ignored the leftwing loonies in Labour now fully behind a 3rd rate candidate promoted above his station.

I mean wtf has Burnham done to be so evangelised in this way? Ok he's held minor posts in various labour cabinets. Does that mean hes qualified to run the UK?

Streeting a one time fav to succeed Starmer may have something to say or has he accepted the fait accompli for post of Chancellor?

He'll i was never a fan of Starmer but give me him anyday over Burnham. Wiser heads than mine see Burnham being given enough rope to hang himself in due course.

Can you imagine a situation with Burnham whose claim to fame exists on running the 4th largest Metropolitan Council in the UK and firebrand John McDonald as

Chancellor of the UK? McDonald was associated with the useless Corbin who was expelled from the labour Party a few years ago. A Burnham/McDonald ticket would guarantee a huge sell off by UK funds imo.

I agree with much of the current Jet2 commentary re its under appreciated shares despite being the main pick among many shareholders.

One obvious drawback is the Aim listing which precludes many investors from buying for reasons were all too familiar with. So do you buck the mrkt hoping the board will come to their senses and seek a listing off Aim? Looks very unlikely and not a play I favour whilst current managemen hold the purse strings.

The shares are down 8% ytd while Easyjet has dropped 1% and TUI off 19%. The sector overall is overlooked with Jet2 the standout imo despite the silly management. Gatwick will be a boost to Jet2 looking to 2027/8 as many more sun- seekers will be within easy distance of Gatwick.

Fuel costs, investor demand and consumer confidence will be the drivers for sp appreciation. I see no reason Jet2 cannot ride the next wave upwards assuming Labour dont do anything crazy to upset the mrkts and Trump secures a lasting peace in Iran.

If Putin eventually tires of losing thousands of young men in the war against Ukraine which is going nowhere that will surely boost confidence in global mrkts despite Israels never ending battle for survival in the ME much dependent on Trump's continuing support.

Remember these traded at 1963p post pandemic so have a decent margin of safety. The upside for a patient investor could be considerable.

Morning all.

Sorry wrong board!!

I agree with much of the Jet2 commentary re its under appreciated shares despite being the main pick among many shareholders.

One obvious drawback is the Aim listing which precludes many investors from buying for reasons were all too familiar with..... So do you buck the mrkt hoping the board will come to their senses and seek a listing off Aim? Looks very unlikely and not a play i favour while current management control the purse strings.

The shares are down 8% ytd

while Easyjet has dropped 1% and TUI off 19%. The sector as a whole is much overlooked with Jet2 the standout imo despite the silly management. Gatwick will be a boost for Jet2 looking to 2027/8 as many more 'sun seekers' will be within easy distance to board.

Fuel costs, investor demand and consumer confidence will be the drivers for sp appreciation. I see no reason Jet2 cannot ride the next wave upwards assuming Labour dont do anything crazy to upset the mrkts and Trump secures a lasting peace in Iran. If Putin eventually tires of losing thousands of young men in the war against Ukraine which is going nowhere that will boost confidence in global mrkts.

Remember these traded at 1963p post pandemic, so have a decent margin of safety. The upside for a patient investor could be considerable.

The BOE is expected to keep int rates (3•75%) on hold at their meeting today. UK inflation is running at c.2•8% as food prices slowed to a 17 month low but remained above the BOE 2% target.

The Fed Reserve announced yesterday that rates would remain unchanged (3•50%-3•75%) where they have been since Dec. This was the first announcement by new Fed Chair Kevin Warsh. Trump who used to refer to previous chair Powell as a 'numbskull' and a 'moron' said on the rate news he was prepared to be guided by Warsh. Trumps 1% rate target looks to be out of reach for the foreseeable.

The reaction in the mrkts was significant and swift with the S&P off 91 and the Dow tumbling 507 points. Stocks in Asia bucked US falls as the Nikkei added 498 and gains were seen in Australia, South Korea & Shanghai.

Morning all.

Hi Pharmhall no is the simple answer (re: AGMs etc). Just hope the nos are up to last years or better, but who knows depending on what the board decide to reveal, there could be a wide discrepancy between pis hopes and the 'actuals.' I expect the nos to be released in line with previous declarations, so end June.....

Years ago I attended an AGM of a small tech company of which I got to know the management fairly well. The departing MD told me that many boards he Sat on considered some pis to be bloody nuisances!

Incidentally not the first time i heard that. Shame as imo pis play a vital role in keeping the board on their toes as many say the big funds rubber stamp their decisions leaving pis voiceless. The answer is attend the AGM and voice your concerns. I remember attending a Plessey AGM where over 400 investors turned up! On line communications has ended those days. Trumans was a good AGM to attend for obvious reasons!

Its true the bigger companies tend to attract all sorts of ne'er-do-wells with personal grievances which isn't the case on this board. All contributors here are sensible and informed despite the boards reluctance to interact outside of the interims and F/Y statements or an event that requires an RNS.

I dont require my hand to be held between statements though I do prefer the US system where companies report quarterly to the markets. In the year to date MSi has issued 10 RNS notices of which 9 have been grant of options & change of shareholdings plus the H/Y statement.

The previous year the board issued 24 RNS notices the majority being change of holdings, excercise of options and notices of results. By their very nature small companies will have less to say to their shareholders and that's fine by me.

Nice one ox123! No doubt one of Musks fangled contraptions!

Buffet is not noted for owning shares in UK companies as he backs America first! However his few UK investments have been disappointing.

He previously held a large stake in Tesco back in the early 2000's before cutting his losses in 2014 following the accounting scandal (overstatement of H1 profits). He also held ADRs in GSK & ASDA when owned by Walmart.

Now under 'new management' its unlikely Berkshire will be investing in the UK anytime soon as day to day investment decisions will be made by new CEO Greg Abel who will be pondering how to deploy the companies massive $360bn cash pile (incidentally worth more than HSBC our largest company by mrkt value).

Meanwhile Diego placed at no 555/10,000+ on the global list of largest companies lags the ftse100 down c.6% ytd with F/Y nos due 6th, August. No doubt CEO David Lewis will want to clear the decks of underperforming companies and sort out the North American operations.

Morning all.