Member Info for JohnLewis79

I'm not sure how much substance their is behind the continued share price decline this year. It could be bored pis seeking pastures new regardless of how good the

the F/Y nos turn out.

On the basis its better to be safe than sorry or short sellers thinking there's more easy money to be made, it's not been a good (5) months for holders. The change in sentiment has been sudden and unexpected. I at least stopped sucking my thumb and added to my holdings.

Most of us, I suspect can only guess what the F/Y results will reveal. If the sp is any indication pretty bloody awful given its 30% down and has rarely given holders much to be happy about.

However i believe investors have taken a too negative outlook and barring extraordinary items will be much better than pessimists think. I don't think the past is any guide as it cannot tell us anything about the future of MSi. My bet the next few years will be a more reliable guide. Either the market makers have it spot on or horribly wrong.

Anyways enough of my surmising. Here's the important numbers, which you will note showed buys outpacing sells by c.22,000 to c.10,000 yet the shares still fell 14 on the week to their lowest point since Dec '22.

Sp down 30%

T/Trds 41

T/Vols 32,160

Buys 21,810

Sells 10,350

Sells 32%

Av nos 785

Av £££ 1940

Morning all have a good wk.

This stock is acting like another I used to own whereby the more you bought the lower the share price went....kinda not what you expect!

I suppose there's a method in their madness though i'm not sure that's how I would operate if I was a market maker.

DJ +115 (33,536)

SP +39 (4198)

NS +245 (13,835)

R2 +10 (1153)

WTI $72

10ytb 3•641%

MCI(W) +19 (2840)

Gold Bugs -6 (251)

Latest:- Vix 16. Brent $76.

Gold $1964. Copper $3•707.

Palm $925. Silver $23•765.

$1•239. €1•152. FF+21. DF+13.

Morning all.

DJ +115 (33,536)

SP +39 (4198)

NS +245 (13,835)

R2 +10 (1153)

WTI $72

10ytb 3•641%

MCI(W) +19 (2840)

Gold Bugs -6 (251)

Latest:- Vix 16. Brent $76.

Gold $1964. Copper $3•707.

Palm $925. Silver $23•765.

$1•239. €1•152. FF+21. DF+13.

Morning all.

The major US mrkt averages held on to strong gains on Wednesday after ending Tuesday mostly lower. The Dow bounced off its lowest level in over a month gaining 409 (1•2%) while the Nsdq reached a near 9 month high adding 158 points (24% up ytd).

Crude oil prices rose yesterday on hopes of higher demand as June WTI oil futures gained c.$2 a barrel to $73. Russia's recent 1•2m bopd cut was intended to balance mrkts and maintain higher prices despite strong objections from the US and Europe accusing Saudi of colluding with Russia to support its war in Ukraine.

Gold which has had a very poor 2 months falling c.$100 after testing near all time highs in April ($2045) is seeing strong support at $1995 and traders expect to see gold around $2150 by year end.

DJ +409 (33,421)

SP +49 (4159)

NS +163 (13,589)

R2 +27 (1143)

WTI $73

10ytb 3•562%

MSCI(W) +19 (2821)

Gold Bugs -3 (258)

Latest:- Vix 16•9. Brent $77.

Gold $1983. Copper $3•754.

Palm $930. Silver $23•875.

$1•247. €1•151.

FF+40. DF-20

Morning all.

I was asked the other day when would selling dry up or end? The simple answer is never. Sellers will always outlast buyers imo and outside of a take over I don't expect that situation to change in my or MSi's lifetime.

Moses was the first to board the ark, I think he'll be the last to leave with at least one bird in the hand.......for sale.

DJ -336 (33,012)

SP -26 (4110)

NS +13 (13,426)

R2 -14 (1117)

WTI $71

10ytb 3•523%

MSCI(W) -17 (2800)

Gold Bugs -9 (261)

Latest:- Vix 18. Brent $75.

Gold $1992. Copper $3•677.

Palm $960. Silver $23•935.

$1•124. €1•148.

FF-11. DF +54

Morning all.

Morning Taverham we may never know. MSi are not exactly forthcoming on that type of news. As to gifting I think that's highly unlikely by us given future orders are never a certainty and we face stiff competition.

DJ +48 (33,349)

SP +12 (4136)

NS +73 (1344)

R2 +12 (1131)

WTI $72

10ytb 3•488%

MSCI(W) +10 (2819)

Gold Bugs +3 (270)

Mrkts are in a quandary. Whereby they want the economy to be weak enough to bring down inflation but not so weak it causes a recession. This is causing Banks and Asset Managers to prepare for a possible fallout as US Bonds underpin the global financial system.

Also keeping mrkts subdued is the wrangling in Washington over debt ceiling talks with the White House. Biden has called in Republican participants for talks today. If no resolution is reached the Fed said it would be catastrophic for debt and equity mrkts causing massive volatility should the Govt default.

Treasuries in the secondary mrkts would be severely impaired as investors would question the validity of using them as collateral for securing trades and loans. This would spread to the commodity, mortgage & derivatives mrkts. Rates would rise and funding near cease.

As concerns mounted in Washington stocks moved in a narrow range throughout the day awaiting news on retail sales, new jobless claims and housing nos out today. The major indexes just climbed over the gain line on a below average 9bn shares changing hands, risers outpacing decliners by 2:1 on the NYSE.

Latest:- Vix 17. Brent $76.

Gold $2017. Copper $3•746.

Palm $940. Silver $24•235.

$1•253. €1•151. FF-4. DF-70.

Morning all.

The Chinese Central Bank kept rates unchanged at 3•65% this month. Stock prices have fallen for the last 4 sessions sinking 125 points and cont to fall this morning (-20) as Fuxin Technology off 11% leads the decliners. The main Shanghai index has gained nearly 5% this year while the smaller Shenzen is up 1%.

Hong Kong stocks are down in sympathy where the Hang Seng has moved lower in 4 straight sessions slumping 675 sitting just above the 19,625 level in am trading. Traders are wary of Chinese economic data out tomorrow especially retail sales and industrial production nos.

In contrast Japan's Nikkei 225 enjoyed a bullish opening extending gains of the previous 2 sessions to over 29,600 an 18 month high. Stocks climbed pushing the index up over 170 points at lunch following some upbeat domestic earnings data.

In Sydney Bank stocks weighed on the ASX200 while miners saw gains but oils were mixed. Towards the close the ASX had put on a couple of points.

Latest:- Vix 17. Brent $74.

Gold $2018. Copper $3•704.

Palm $990. Silver $24•150.

$1•245. €1•147. FF+9. DF+27

Morning all.

I see John Lewis is to seek shareholder approval to cancel the ords from trading on Aim. The Directors consider the free float and liquidity not to be commensurate with any benefits to the company. That was news to me until I realised it was John Lewis of Hungerford......oops!

Although I read comments about MSi's crazy low share price etc...I do agree so i have taken the opportunity to add at these give'away prices as fear and folly creates opportunities for the savvy investor. I'm getting in front of the speculative frenzy to come before the lemmings throw themselves over the the cliff edge.

It does surprise me that sellers continue to dump the shares and imo they are taking a huge risk in so doing as a sniff of good news will see these rocket upwards.

In the short-term MSi has been stigmatised by the mrkt but remember the manic depressives have been in control and over the long'term the mrkt will adjust to reflect the real value of MSi. If you will its economic value and not its speculative value.

As MSi is my largest holding by someway, I'm a long'term believer in the WB school of investing. He said diversification often leads to

diworsification so i'm concentrating on a few well chosen eggs and watching them like a hawk. Along with the Sage of Omaha, Mae West advised "too much of a good thing can be wonderful."

Thus I decided last year to change my strategy and put a decent amount of money in one or two stocks for if owning a bunch I'd end up with a zoo unable to give the attention needed and where losers might cancel out winners I needed a different approach.

My risk is I may have chosen the wrong stocks to roll the dice at or go "gung ho" on. But if i we're to worry about that after much research I'd stay indoors sucking my thumb. WB advises buy when everyone is selling is a strategy I like as it avoids popular internet/high tech stocks which are inheritantly unpredictable and difficult to assess.

So, I have been looking for unloved companies with better upside potential i might half understand. I believe MSi's group of businesses fits this particular bill. I want to buy MSi on the operating table not dancing among the stars.

Nathan Rothschild once said "I never invest at the bottom and i always sell too soon" It worked for him why not me?

Morning all.

DJ -9 (33,301)

SP -7 (4124)

NS -50 (13,340)

R2 -3 (1120)

WTI $70

10ytb 3•468%

MSCI(W) -6 (2809)

Gold Bugs +1 (267)

Close:- Vix 17. Brent $74•17

Gold $2011. Copper $3•725.

Palm $990. Silver $24•130.

$1•245. €1•147. Yen 134•6.

Yuan 6•96.

Morning all.

Another shortened week saw cont selling in MSi stock the shares bouncing around 471-490 as sellers outpaced buyers by 1•64:1. A creditable 42,000 shares changed hands on the week thanx to a 5000 LRT.

Incidentally that large buy of 10,000 Msi @ 540 a week or so ago has disappeared/deleted from the trading stats. Likely gone to the 'dark web' where in time most big trades will be conducted if not already.....all in the course of transparency or rather keeping the 'other lot'.....us buggers in the dark. No'one knows what goes on over'there even the LSE are as bemused as the rest of us.

Anyways, volumes on the wk (see below) had no outside help to move the stock higher as newsflow from the co is restricted being close to the year end report. Suffice to say they trade down 26% ytd and at a significant discount to fair value not that anyone is much bothered let alone the Co brokers.

I'm fairly sure that the Stock Exchange requires Companies to immediately announce any info which would impact the sp outside of 'normal' business practice and thus I conclude the 265p slump from the '02 intra-day high in the share price is due to normal trade dealings and not contract cancellations or mkt & broker downgrades.

T/vols 42,050

T/trds 57

Buys 19,200

Sells 22,850

Sell % 54

Av trd 738

Av val £3540

Evening all have a good wk end.

Cheers WOE....not sure I know what's happening to the sp....but will pose a few thoughts on my wkly round up for whats its worth....

I see this post appears on the msi "google" page yet I was unable to post on that site! Weird but your getting 2 for 1. I dunno wtf is going on. The mob shop man said due to some screw up on Google to go back to how the site operated previously I'd have to delete all my data and do a dozen other things giving me a whole world of pain. Seems not. Post on this site (Internet explore) and it pops up on msi Google page!

Wall traded around the +/- line throughout the day in a 160 point high-low range. The DJI closed off 222 thanks in the main to Disney ($92) slipping 10% as they 'lost' 4m subscribers in Q2, mostly in India and parts of Asia. The rest of the mrkt climbed off the worst levels of the day.

Regional banks continued to see depositers walk out the doors and the unresolved debt ceiling could yet turn into a full blown crisis should the Govt default.

To date the US Govt has never defaulted on its debt obligations. Currently set at $31•458 trillion or c.$94,000 for every single person in America.

However there was some good news on the economy as producer prices declined in April at a slower pace than the March nos indicated and the smallest advance in 2 years as US inflation at 4•93% (8•26%) starts to cool.

DJ -222 (33,310)

SP -7 (4131)

NS +42 (13,390)

R2 -8 (1123)

WTI $71

10ytb 3•374%

MSCI(W) -8 (2815)

Gold Bugs -10 (266)

Latest:- Vix 17. Brent $75.

Gold $2013. Copper $3•714.

Palm $955. Silver $24•185.

$1•252. €1•146.

FF+26. DF+43.

Morning all.

If the current sp is telling us anything its bad news coming down the line, possibly an impairment or worse. I have no idea. Had anything significant changed I'm sure the board would have advised investors given they must know the full year nos by now. I'm still a buyer!

After much too'ing and frowing I'm back and will resume my morning posts tomorrow. My mob guy put me on a diff browser whatever that means....

Sellers continue to shun MSi for dubious reasons the bid falling to 484, now some 26% down ytd. Volumes and deals on the shortened wk (see below) cont to confirm the bearish stance of investors.

Of course there are those who are pleased to buy more MSi at irrationally cheaper prices during fluctuating mrkts and I'm occasionally in that camp. Though it comes with more stress despite attached to a solid and debt free business i'm happy to take up Mr Markets offer.

Wk18
---------
Trades 25
Buys 7830
Sells 10690
T/vol 18520
Sell% 58
Av/trd 740
Av/trd £3,660
High 745
Low 245

DJ +547 (33,674)
SP +75 (4136)
NS +277 (13,259)
R2 +27 (1139)
WTI $71.
10ytb 3•440%

MSCI(W) +43 (2822)
Gold Bugs -2 (278)

Close:- Vix 17. Brent $75.
Gold $2019. Copper $3•891.
Palm $985. Silver $25•930.
$1•263. €1•146.
Yen 134•8. Yuan 6•919.
FF +16. DF-13.
Morning all.