Member Info for JohnLewis79

Brilliant results topping my expectations on all metrics. A dividend boost will appeal to income seekers in these 'straightened' times.

Great news Panthera now fully funded to pursue our claim to conclusion. That de-risks a considerable worry for investors. Well done Mark.

My Broker reminds me that the financial year end is April 5 and I need to think about a cash and stocks isa. Currently I don't have one as my outlook is short term and profits illusive. The costs of isas are quite prohibitive in that you have to first sell your holdings then buy them back so likely two costs plus commission plus the yearly costs of the wrapper and you may lose out on the transaction if the share price falls. Not something I'm minded to undertake.

No doubt its a good idea for most and best you act before this Govt reduces capital gains allowance of £20,000 pa to £12,300 & then £3000. As your well aware this Govt is hell bent on punishing savers and hate anyone making any money free of their grasping hands.

See their plans for Corporation Tax rising from 19% to 25% on profits between £50k and £250k (read the small print!) its complicated if your running a corner shop or a small business.

Beware...an incoming Labour Govt could well cancel all allowances. I wouldn't trust Starmer as far as I could throw him particularly on finance. So act before he changes all the rules and leaves you without a pot to p*** in.
Morning all.

DJ +72 (32,889)
SP +12 (3982)
NS +88 (12,058)
R2 +2 (1250)
WTI $76
10ytb 3•926%

MSCI(W) +15 (2722)
Gold Bugs +1(215)

Latest:- Vix 21. Brent $82.
Gold $1815. Copper $4•005.
Palm $977. Silver $20•675.
$1•204. €1•137.
FF-3. DF+2.
Morning all.

Futures see a pick up on the ftse this morning calling the 100 up c.25 points at opening. Stocks in focus this morning include AB Foods, Ocado, Flutter and Persimmon.

Heading into the final month of Q1 the All Share is up c.6% while the Ftse Aim All-share trades 2•8% down. Msi lags both and will open wk9 down 10% and has a considerable amount of catching up to do.....
Morning all.

Asia is trading lower this morning following negative cues from the 'Street' on Friday. An unexpected spike in US core consumer prices spooked investors into thinking the Fed will keep rates higher for longer that pushed the DJI to a 2 month low.

Australia closed down 82 on weakness in mining and tech stocks, Banks were sold off and oils tracked the All Ords.
The benchmark Nikkei 225 is trading flat while other mrkts across the region tend lower. Bucking the trend Taiwan is the regions best performer to date, up c.10%.

Futures call the ftse opening 25 points higher following falls last week. Ytd the UK All Share is ahead by nearly 6% beating the S&P and DJI stocks data into the final month of Q1.

Latest:- Vix 22. Brent $82.
Gold $1810. Copper $3•956.
Palm $977. Silver $20•565.
$1•194. €1•132.
FF +24. DJ-14.
Morning all.

Rolls Royce chief warns the British Govt it is losing its edge as a leading technology developer. No surprises there as this Govt have been dragging their feet for years, more interested in complying with EUCHR rules than supporting British companies efforts in the business world to win orders.

He has put all hiring on hold. Currently RR have 600 dedicated engineers in limbo awaiting contracts to be signed for its small nuclear reactors. Without Govt support the project is unlikely to win orders from abroad and will lose its first mover advantage over the likes of GE Hitachi.

Other UK companies offer comparable power generation solutions, Balfour Beaty for one, so the Govt need to show commitment not only to RR but also to nuclear power by backing Britain with orders and not just hot air.

MSi are too small for the Govt to bother with and small businesses are of no interest despite making 36% of private business turnover and employing 50% of the workforce. Its a sobering thought that only 38% of businesses founded in 2016 are still operating 10 years later.

UK GDP cannot grow without small and medium size business support. This is exemplified in the EU where people supply 5O% of GDP. On the income distribution scale ('rich/poor') top 50 league table the UK came in at 28th on a per capita ($) basis, just ahead of Malta, Kuwait and S.Korea.

Anyone watching or attending the GB News TV programme on Budget Day at Doncaster should make their views known to Nigel Farage. Tell him "Backing Britain" is not a dirty word despite the wine guzzling literati dolts of Islington & Muswell Hill want you to believe is the case.

If i could find a working train I'd be up there with my two'pence worth.
Morning all.

I stand by my hissy fit of yesterday on the increasing nos of adds crammed onto the MSi bulletin board. There's not a cat in hells chance of me ever reading one, so on to more important matters.

It was another disappointing wk for MSi holders the shares falling to 580, down c.10% ytd. Trade Volumes of only 7700 favoured sellers by c.2:1 on 25 (short 2) bargains for the week.

No doubt the shares got ahead of themselves but investors are pricing in too much gloom given the next set of nos will outperform last year by some way as forecourts and forgings make up for lost ground. The cherry on the cake will be the long'term US Navy business potentially turbo charging the sp.

I'd be disappointed if the company doesn't ebita £11m+ with increases across the board in revenues, eps, dividends and cash. At 600 the shares are looking oversold and I will continue to add on any further weakness.
Morning all.

DJ -337 (32,817)
SP -42 (3970)
NS -210 (11,970)
R2 -9 (1248)
WTI $76
10ytb 3•953%

MSCI(W) -30 (2707)
Gold Bugs -1 (214)

Close :- Vix 22. Brent $83.
Gold $1812. Copper $3•956.
Palm $995. Silver $20•740.
$1•194. €1•132.
Yen 134•7. Yuan 6•943.
Morning all.

That's it as far as I'm concerned it's almost impossible to post on a mob without having to delete annoying unwanted texts. F***k it I've had enuff.

I know of 2 trades in MSi this morning that are being settled on the Mogadishu Stock Exchange.....ffs!!

DJ +108 (33,154)
SP +21 (4012)
NS + 114 (12,180)
R2 +8 (1257)
WTI $76
10ytb 3•866%

MSCI(W) +7 (2737)
Gold Bugs -2 (214)

Latest:- Vix 21. Brent $83.
Gold $1826. Copper $4•062.
Palm $995. Silver $21•295.
$1•202. €1•134.
FF+22. DF-46
Morning all.

That's a buy...another top up!

Yes indeed, it's been a slow burner but happy I invested last year.

DJ -84 (33,045)
SP -6 (3991)
NS +6 (12,066)
R2 +4 (1249)
WTI $74
10ytb 3•925%

MSCI(W) -9 (2731)
Gold Bugs -5 (217)

Latest:- Vix 22. Brent $81.
Gold $1830. Copper $4•168.
Palm $1000. Silver $21•640.
$1•206. €1•135. FF+16. DF+84.

No surprises from the Fed minutes, some favoured raising rates by 50 bp but sense prevailed at 25 bp. No point in stalling the Fed aims of lowering inflation to 2% and full employment which is often considered to be an unemployment rate of 5%.

Stocks in focus included e/Bay( $45) and Nvidia which jumped $18 after hours to $226. Lucid ($9) the EV maker missed 4Q forecast sales nos by some margin.
Moderna rose after the FDA granted the company breakthrough status for a personalised cancer vaccine for patients with a high risk of melanoma. Shares gained $5 to $163 after hours but 12% down ytd.

Morning all.

DJ -697 (33,129)
SP -82 (3997)
NS -298 (12,060)
R2 -38 (1244)
WTI $76
10ytb 3•941%

MSCI(W) -43 (2740)
Gold Bugs -3 (221)

Big tech share prices were hit in widespread declines as stocks on the Street closed at their lowest levels in a month. After an upbeat start to the year the Dow has wiped out its gains.

Tesla, Msoft, Googl and Amazon were all down between 2% & 5% with Home Depot the Nations no 1 home improvement chain slumping 7% due to weak demand. Bellwether Walmart's full year earnings came in below estimates and warned of margin squeezes.

The falls were responding to the Global Purchasing Manufacturing Index returning to expansion for the first time in 8 months. Business activity paints a picture of a resilient economy where rates are set to stay higher for longer. That sent investors into a 'tizzy' and stocks closed at their lowest on the session.

Latest:- Vix 23. Brent $82.
Gold $1836. Copper $4•190.
Palm $1000. Silver $21•850.
$1•210. €1•135.
FF-22. DF+38.
Morning all.

DJ +130 (33,827)
SP -11 (4079)
NS -84 (12,358)
R2 +2 (1283)
WTI $76
10ytb 3•852%

MSCI(W) +3 (2783)
Gold Bugs u/c (224)

Latest:- Vix 20. Brent $83.
Gold $1840. Copper $4•161.
Palm $980. Silver $21•715.
$1•202. €1•127.
FF-9. DF-11.
Morning all.

Major Asian mrkts are heading higher on Monday morning with Pacifica trending mostly lower. Tokyo is up 7, HK gaining 155 and Shanghai up 48 in late pm trade.

Gold ($1842) edged lower on a firmer USD awaiting key economic data due this week as well as the release of minutes from the FOMC meeting on Wed. Analysts expect 3 more rate hikes this year of 25bp. US mrkts are closed today.

Oils were little changed after falling c.4% last week as the US reported higher crude and gasoline prices. China's Central Bank kept its benchmark lending rates u/c for the 6th straight month in Feb at 2•75%.

Latest:- Vix 20. Brent $84.
Gold $1845. Copper $4•120.
Palm $975. Silver $21•765.
$1•204. €1•126.
FF+30. DF-10.
Morning all.

Ftse All-Share Index Ranking (unofficial guide) at 17/3/23.

1 Shell £179bn
2 AZN £178bn
3 BHP £141bn
4 HSB £124bn
5 BP £102bn

573= Msi £106m

Exit level (small caps)
627= Wildcat Pet £32•8m

DJ +130 (33,827)
SP -11 (4080)
NS -84 (12,358)
R2 +2 (1283)
WTI $76
10ytb 3•822%

MSCI(W) -11 (2780)
Gold Bugs -3 (224)

Close:- Vix 20. Brent $83.
Gold $1843. Copper $4•127.
Palm $975. Silver $21•720.
$1•204. €1•126. Aud 0•69.
Yen 134. Yuan 6•853.
Morning all.