Member Info for JohnLewis79

Covid-19
04:30

UK 4,398,431 (127,345)*
Indonesia 1,626,812 (44,172)•

* 2728 cases
* 18 deaths
• 6243 cases
• 165 deaths

DJ -321 (33,816)
SP -38 (4135)
NS -173 (13,762)
R2 -6 (1326)
WTI $61•80
10ytb 1•563%

Selected
Apple $132
Carnival $27
Coca Cola $55
Delta $45
Exxon $55
Fbk $298
GE $13
GM $57
JPMC $147
Msoft $257
Moderna $167
Tesla $718
Zoom $329

Nos:- Oil $65•69. Vix 19.
Gold $1787. Copper $4•289.
Palm $1225. Silver $26•220.
$1•386. €1•153. IDR 14,550.
MSCI(W) 2924. FF -25. DF +50.
Morning all.

One thing I have learn't if nothing else is don't trust jobbies prices.....ever!

Goes to show don't believe all the trades reported on lse!

A year ago today Rea traded at 93 the cpo $629. We know there is no correlation between the two, as since then the sp has fallen 38% and Cpo is up 94%. Perhaps other London palm stocks tell a similar story?

Anglo +38%
Dkl +137%
Mpe +22%

Nah, they seem to be doing OK. They say every dog has its day. Euripides didn't, so can REA?

Rea 93 (58)
Cpo $629 ($1220)
Cif(R) $1160e

Oil $21
Gold $1739

Ftse +130 (5771)
All +65 (3173)
DJ + 454 (23,476)
SP + 63 (2779)
NS + 232 (8495)
R2 + 16 (1202)

$1•231
€1•139
IDR 15,440

Anglo 465
Dkl 1•90
Mpe 600

Virus (UK) Day 81.
129,044 cases
17,337 deaths

Covid-19
04:30

UK 4,395,703 (127,327)*
Indonesia 1,620,569 (44,007)•

* 2396 cases
* 20 deaths
• 5720 cases
• 230 deaths

DJ +316 (34,137)
SP +38 (4173)
NS +126 (13,935)
R2 +29 (1332)
WTI $60•86
10ytb 1•539%

Selected
Apple $133
Carnival $27
Coca Cola $55
Delta $46
Exxon $56
Fbk $301
JPMC $150
Msoft $261
Moderna $169
Tesla $741
Zoom $321

Nos:- Oil $65•02. Vix 17.
Gold $1794. Copper $4•270.
Palm $1220. Silver $26•580.
$1•394. €1•157. IDR 14,520.
MSCI(W) 2933. FF +27. DF -44.
Morning all.

Anglo Q1 2021 nos were impressive the combined FFB's up 30% as Cpo prices averaged $1078. At the mill price achieved was up $77 at $673 ($596). Shares rose 26 to 638 a ytd gain of 56 (9•6%). REA to report 2020 numbers in early May.

Only Shanghai bucks the sea of red share prices across Asia and the Pan Pacifics, both Chinese mrkts posting small rises as others battle a potential 3rd wave of infections.

Concerns over a spike in covid infections is de-railing mrkts. The Nikkei & broader Topix 500 both slumped 2% as the slow pace of vaccinations (1%) of 126•1m of the population have had the jab.
SK have vaccinated c.3% of the 51•3m pop compared to the UK & US at c.40%. Of course we had many more cases to deal with.

At JST 1:00pm
TK -520
HK -480
SH +5
SHZ +5
SK -51
TAIX -60
KL -7
STI -40
JSX -37
ASX -68

Rea 98 (58)
Cpo $638 ($1199)
Cif (R) $1185e

Oil $20
Gold $1693

Ftse -172 (5641)
All -92 (3108)
DJ -632 (23,019)
SP -87 (2737)
NS -297 (8263)

$1•225
€1•128
IDR 15,569

Anglo 457
Dkl 1•90
Mpe 590

Virus (UK)
124,743 cases
16,509 deaths

Covid-19
04:00

UK 4,393,307 (127,307)*
Indonesia 1,614,849 (43,777)•

* 2524 cases
* 33 deaths
• 5549 cases
• 210 deaths

DJ -256 (33,821)
SP -28 (4135)
NS -98 (13,809)
R2 -30 (1304)
WTI $62•61
10ytb 1•566%

Selected
Apple $132
Boeing $233
Carnival $26
Coca Cola $54
Delta $44
Exxon $55
Fbk $301
GE $13
GM $56
JPMC $149
Msoft $258
Moderna $156
Tesla $712
Zoom $319

Nos:- Oil $66•13. Vix 19.
Gold $1783. Copper $4•230.
Palm $1199. Silver $25•940.
$1•393. €1•158. IDR $14,525.
MSCI(W) 2944. FF -2. DF -31
Morning all.

Yea, 14 bargains got skewed by one seller of 100,000 on 128,028 traded on the session. Pretty sure sellers will keep the pressure on the sp as there are few buyers around atm and the jobbies won't want to push the boat out happy to suck up some cheap stock.
Not great for investors having to rely on news to move the sp but for the time being its wait and watch. I'm happy to do so.

Fair comment vf....lots of diff ways the mrkt can value a Co and as PAT has no earnings its as you say all about the resources. Time will tell if the mrkt agrees with your 100+ sp.

A surge in Covid-19 cases in India, Delhi recorded c.25,500 cases in a 24 hour period with 1 in 3 testing positive hit demand expectations. Expected rising output from Malaysia has also hit Mal palm oil futures to R3710pt.

Palm oil has failed to attract fresh buying from destination countries due to high prices. In Indonesia inventories at end Feb are seen falling to 4•04mt and the mrkt estimates Indonesia palm oil output in March to increase by double digits and exports multifold.

Palm oil companies face an increase in duty for May on exports to $144 pt from $116pt. With levy the deductions total $399pt (34%) of the current cpo price.

Rea 98 (58)
Cpo $663 ($1181)
Cif(R) $1185e

Oil $27
Gold $1712

Ftse 5813
All 3201
DJ -592 (23650)
SP -51 (2823)
NS -89 (8561)
R2 -16 (1213)

$1•246
$1•146
IDR 15,458

Anglo 487
Dkl 1•90
Mpe 590

Virus (UK)
(80 days since first case)

120,067 cases
16,060 deaths

Covid-19
04:00

UK 4,390,783 (127,274)*
Indonesia 1,609,300 (43,567)•

* 2693 cases
* 4 deaths
• 4952 cases
• 143 deaths

DJ -123 (34,078)
SP -22 (4163)
NS -134 (13,908)
R2 -15 (1333)
WTI $63•38
10ytb 1•610%

Selected
Apple $135
Boeing $243
Carnival $27
Coca Cola $54
Delta $46
Exxon $57
Fbk $303
GE $13
GM $58
JPMC $153
Msoft $259
Moderna $163
Tesla $722
Zoom $325

Nos:- Oil $67•55. Vix 17.
Gold $1767. Copper $4•259.
Palm $1181. Silver $25•830.
$1•399. €1•161. IDR 14,514.
MSCI(W) 2944. FF-5. DF +66.
Morning all.

A cancelled 40,000 trade goes through wish I could cancel my trades! Typical of a lot of Aim quoted companies i'm afraid.