Member Info for JohnLewis79

DJ +11 (34,418)

SP +5 (4456)

NS +29 (15,209)

R2 +8 (1224)

WTI $70.

10ytb 3•858%

MSCI(W) +5 (2927)

Gold Bugs +4 (238)

On Wall stocks were little changed yesterday after the strong move upwards seen last week. Most stocks spent the day back & forth across the unchanged line before closing modestly higher.

On July 4th Independence Day holiday just 6bn shares changed hands on the shortened session. Tesla ($279) stood out gaining 7% after producing a record nos of vehicles during 2Q. Bank stocks strengthend after dividend increases and sailing through 'stress' tests.

The Nsdq and 500 both posted record closing highs on the day. Gainers outpaced losers by c.2•75:1 on the NYSE with 9/11 S&P sectors gaining. Only Healthcare and techs fell back.

Latest:- Vix 14. Brent $75.

Gold $1925. Copper $3•789.

Palm $980. Silver $23•110.

$1•269. €1•164.

FF-1. DF +1.

Morning all.

The 225 has opened strongly this morning on back of positive moves from Wall and European bourses on Friday. The Nikkei motoring above the 32,600 level to fresh 33 year highs. At lunch the mrkt is up over 550 points as exporters, techs, motors, and banks are in demand.

In Sydney the ASX200 and the wider All Ordinaries are moving up as commodities gain but techs and Banks lag behind. The ASX 200 ahead 35 in late afternoon.

Hong Kong is expected to bounce back above the 18,910 level as bottom fishers seek oversold stocks. In early trade the Hang Seng is up over 320 points thanx in the main to big actives Alibaba, Hongkong Land and interest from the mainland. However ytd its the worst performer of the big 3 exchanges.

In Shanghai the mrkt is up 41 from Fridays close of 3202 latching on to better inflation data from the US. News Treasury Secretary Yellen will be paying a 4 day visit to China this week boosted sentiment among investors hoping for a better H2. As over the last 52 wks the mrkt is down 5% the 2nd worst performer in Asia/Pacifica.

Gold is closing Q2 more than $80 down, it's worst performance since Q3 last year. With stocks at near highs and the USD in demand its causing headwinds for Gold as the Fed push for one if not two more rate hikes. Gold "bullies" have taken a beating these last 3 months and cling on to a 5% ytd gain having hit a 52 wk $2085 high.

Latest:- Vix 14. WTI $71. Brent $75. Gold $1920. Palm $930. Copper $3•797. Silver $23•030.

$1•270. €1•164. 10ytb 3•840%.

FF +27. DF +21.

Morning all.

DJ +285 (34,408)

SP +54 (4450)

NS +239 (15,179)

R2 +1 (1216)

WTI $70

10ytb 3•844%

MSCI(W) +32 (2967)

Gold Bugs +4 (234)

Close:- Vix 14. Brent $75.

Gold $1920. Copper $3•764.

Palm $930. Silver $22•985.

$1•270. €1•164. FF+9. DF-12

Yen 143. Yuan 6•90.

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Wks

1-26

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Ftse 7352 (+1%)

A/s 4064 (+•52%)

250 18,417 (-2%)

Aim 751 (-10%)

---------------

DJ 34,408 (+4%)

SP 4450 (+16%)

NS 15,179 (+39%)

R2 1216 (+5%)

---------------

TK 33,189 (+28%)

HK 18,916 (-4%)

SH 3202 (+4%)

SK 2564 (+15%)

TAIX 16,915 (+20%)

ASX 7203 (+2%)

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Brent $75 (-13%)

Copp $3•764 (-1%)

Silver $22•985 (-5%)

Vix 14 (-37%)

-----------------

MSCI 2967 (+11%)

Gold Bugs 234 (+2%)

-----------------

$1•270 (+5%)

€1•164 (+3%)

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The 1000 trade at 592•9 was a buy just to confuse everyone. Currently mms have no problems in satisfying weak demand for MSi shares which leaves me to believe there are a lot more floating about than people think.

As part of the recent exercise of certain options by company employees the issued share capital comprises of 17•841m (1•310m) held in Treasury.

Michael Bell Exec Chairman exercised 6667 (option) shares. Accordingly his holding in the company comprises of 2•997m (18•1%) shares of the issued share capital. This resulted in a very small dilution for holders of the Ordinaries.

Results from the Fed's annual Bank stress tests showed the large cap banks are well placed to weather a severe recession and be able to continue to lend to households and businesses.

All 23 banks tested remained above their minimum capital requirements despite $541bn of projected losses and a 40% decline in commercial property prices.

On the mrkts mega cap stocks like Apple, Msoft and Nvidia have driven more than 55% of the gains in the S&P this year. Yesterday the Dow closed 270 better while techs and the 500 traded flat. Traders were encouraged by a revision to 2Q GDP coming in at 2% up from 1•4% and noted workers applied for fewer benefits than expected.

However the resilience of the economy may encourage the Fed to a 25bp raise in July priced in at 80% in a final effort to drive inflation out of the system which has already caused 3 high profile failures in the US banking system this year.

DJ +270 (34,122)

SP +20 (4396)

NS -24 (14,94⁰0)

R2 +20 (1215)

WTI $70

10ytb 3•847%

MSCI(W) +9 (2934)

Gold Bugs +3 (230)

Latest:- Vix 14. Brent $75.

Gold $1909. Copper $3•734.

Palm $915. Silver $22•825.

$1•262. €1•161.

FF+20. DF+6.

Morning all.

Couldn't resist it had a top up, bit more than I wanted to pay so with my luck bound to go lower....I'll be waiting....

DJ -74 (33,853)

SP -2 (4377)

NS +19 (14,965)

R2 +1 (1195)

WTI $69

10ytb 3•731%

MSCI(W) +4 (2925)

Gold Bugs -4 (227)

Latest:- Vix 13. Brent $74.

Gold $1905. Copper $3•728.

Palm $910. Silver $22•800.

$1•262. €1•159.

FF-6. DF-10.

Thanks WOE it's in my diary. The last AGM I attended was over just as I turned up, luckily the FD agreed to run through all the points discussed for me on a one to one. Agreeable as this was the company went bust when Woodford pulled the plug on any further investment a year later.

A further £3m blood transfusion would have been enough to see the company through to first sales. Having spent c.£75m & nigh on 10 wasted years the FDA & CE marked automatic blood testing equipment was deemed worthless.

I was told there was no appetite to put more money into the company. I read this to mean Woodford wouldn't put more money in to save the company.

To this day i think that was a load of bull s**t. A classic case of the short term outlook of some UK iis in the medical field, many of whom lost millions backing a number of other Woodford funds.

Touted as the next WB his fall from grace has been spectacular. I hear he's been seen wandering around Mogadishu in his flip flops seeking gullible investors to back his comeback fund of funds.

Morning all.

Half way through the week shares are back on a downward path despite buys outpacing sells 2•3:1 (wk to date). Whatever the price action i'm more than happy to add to what i consider to be a "good thing."

I have resisted topping up but will do so if the slide continues anywhere near 500/530, very much a watch, wait and see. As always I let buy/sell decisions in the main be dictated by 1) are the shares attractively priced. 2) are dividends & earnings increasing and thirdly does the board align their interests with ours?

If one can say yes to those simple tests it's a buy for me.

Evening all.

US data boosted stocks in Asia this morning as traders reacted to a batch of upbeat economic data that could significantly impact opinions on whether the Fed will follow through on the next forecast rate hike of 25bp.

An unexpected surge in new orders for US durable goods in May, a jump in new first time home sales and improving consumer confidence to a 1•5 year high in June snapped a 6 day losing streak on the major

indexes.

Investors took the hint and piled into techs and airlines. The Nsdq up 202 and 36% ytd is on track for the bigest H1 gain since 1983 which closes Q2 & H1 on Friday.

On the NYSE risers outpaced losers by 2•5:1 on 10•1bn traded, lower than the usual 11•6 bn 20 day averages.

DJ +212 (33927)

SP +50 (4378)

NS +257 (14,946)

R2 +21 (1194)

WTI $68

10/ytb 3•763%

MSCI(W) +26 (2921)

Gold Bugs -3 (231)

Latest:- Vix 14. Brent $73.

Gold $1916. Copper $3•779.

Palm $930. Silver $22•950.

$1•272. €1•162.

FF+18. DF-5

Morning all

DJ -13 (33,715)

SP -20 (4329)

NS -202 (14,689)

R2 +7 (1173)

WTI $70

10ytb 3•728%

MSCI(W) -7 (2895)

Gold Bugs +2 (234)

Latest:- Vix 14. Brent $75.

Gold $1929. Copper $3•805.

Palm $935. Silver $23•035.

$1•274. €1•165.

FF +28. DF+77.

Morning all.

Buys outpaced sells by 4:1 yesterday, shares fell 20 on the session. Proving the point how unreliable it is to base your trading (long or short) decisions on daily volume & sp moves.

At anywhere near 600 I'm thinking to increase my avc as my last 2 buys of (20) were at 537 & 581. I'm not averse to adding to a winning position for a change, as I've done enough the other way to last a lifetime.

I like to see red nos usually (sellers) on the lse trades board. I guess they have their reasons. But it's not an option I would seek just as the company is getting some real traction in the US, EU and the Far East. Luckily I have managed my finances better this year so have no need to sell.

Most of these sells get absorbed quickly and potentially leave more for the committed holder and stake builder. I read on other boards investors complain of not being able to buy stock of companies with 500+m shares in issue.

MSi has a tiny fraction of those companies with (16•4m) in issue and less after Director and iis holdings are accounted for and I have always managed to buy, albeit in small quantities. So come on you sellers let's be avvving you!

Too early to speculate as to company eps this year....but

I will. Assuming no further delays on Vshorad (system 1) and orders in the pipeline eps could be anywhere between 55-75 to 100+ pps into 2024/5 and beyond.

In sp terms that's a 900p low and a 1200p high all being well by 2024. I have maintained MSi is a potential 900p stock for sometime and expect to see that achieved this year.

At 900p the p/e would be a lowly 5•5 x earnings! Beyond that it goes stratospheric.

The Nikkei 225 opened nearly 400 points lower mirroring the 200+ drop on Wall St on Friday. Monetary tightening by Central Banks weighed on Japanese stocks.

Autos, banks & retailers led the retreat but by mid'day the mrkt recovered its nerve thanks to a turnaround in major exporters and Honda gaining 1•5%, to trade c.the break even line.

Elsewhere China followed Japan lower the SHCOMP hitting a session low of 3152 at lunch. Pacificas are mixed to better. Sydney trades up and around 7080 on the ASX. Miners, Resources and Banks edge lower.

The Global Sovereign debt crisis, low economic growth, high int rates, and inflation could trigger a global economic crisis which would be good for the USD and Gold.

Heightened uncertainty in Russia following the short-lived Wagener Group mutiny will ultimately boost Golds safe haven attractions which to date are on a one way ride to palooka'ville.

Latest:- Vix 13. Brent 74.

Gold $1927. Copper 3•815.

Palm $902. Silver $22•745.

$1•273. €1•167. 10ytb 3•726%

FF+2 DF+60

Morning all

what a pain in the **** trying to read the nos presented vertically instead of the traditional "right to left" way we've been used to since

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DJ -219 (33,727)

SP -34 (4348)

NS -151 (14,891)

R2 -20 (1166)

WTI $70

10ytb 3•742%

MSCI(W) -28 (2902)

Gold Bugs -1 (232)

Close:- Vix 13. Brent $76.

Gold $1921. Copper $ 3•807.

Palm $902. Silver $22•455.

$1•271. €1•167.

FF-3. DF-14.

Yen 142•06.

Yuan 7•18.

Morning Bishop yea I clocked your trade as a 'Buy' along with another for 1500 later on.

There is a very comprehensive post on advn by norbet colon about Msi's results, which I urge all MSi investors to read. He clearly knows his stuff!