Member Info for JohnLewis79

I wouldnt go so far as Pharmhall's "WOW" expletive but I know where he's coming from. Comments from Michael Bell prompted a share price surge on news of a 'tie up' with an Australian company in a similar field of drone defence. As for our other divisions they remain on the books awaiting a 'value' offer which can't be long coming. It's not often we get a statement from the Co outside of the two required by the stock exchange so that's a plus!

Is this a sign of things to come where MSi starts to blow its own trumpet for a change? Have to say the bounce hardly warrants such a sp increase given we know little about EOS and what they bring to the party. We take on trust it will be good for shareholders. More importantly this spreads our global visibility as a Defence Company going places. We are now represented in major territories across the world.

I dont know of any other Aim micro cap with such a reach. As i have said before MSi are a "big little" company on the verge

of breaking into a bigger league. Climb on board if you are still on the pavement. I'm sure it will be an interesting ride in the next few years.

MM's games ahead of AGM?

See no logical reason for the 80p drop. Will add if shares go sub 1080. You may remember the shares hit a 1160 record intraday high on the day of last years AGM (25/7) on 49000 trade volume (30,300 buys).

However that was the best of it as the stock headed south almost immediately closing the year at 910p having started at 850p.

Nyse data

Issues 2840

Advances 1554

Declines 1184

U/c 102

NH 85

NL 41

T/vol(tn) 1•2

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

DJ -62 (44,112)

SP -31 (6299)

NS -170 (23,019)

R2 +8 (1352)

WTI $66

10ytb 4•225%

----------

MSCI(W) -9 (4063)

Gold Bugs +13 (463)

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

Latest :- Vix 18. Brent $68.

Gold $3376. Copper $4•397.

Palm $1005. Silver $37•890.

$1•331. €1•149.

FF +43. DF +200.

Wall St stocks fell yesterday as a rally ran out of steam following lackluster economic data. Trump told CNBC he plans fresh tariffs on imported pharmaceutical

products and semi conductors. He also said he expects to raise tariffs on Indian imports due to the country's purchases of Russian oil. Investors also digested an index of US services activity barely in growth mode as companies contend with weaker hiring conditions and stagflation worries.

Companies reporting inc YUM Brands ($139) parent of Taco Bell, Pizza Hut & KFC whose 2Q nos missed due to steep trade duties and CAT warned US tariffs would pose significant challenges in H2 and cost it up to $1•5bn this year. Shares ended u/c at $435. Even Ai chip stock AMD a top 50 global Co reported disappointing data center revenue sending the stock down $11 to $163. However AMD is up 44% ytd.

This is the tail end of Q2 earnings season in which 80% of the S&P500 have beaten forecasts, two of the Big Board companies will report today, WD & McD. On the Dow 12 of the 30 posted gains led by UH, 3M & Chevron. Propping up the decliners Msoft, McD and Salesforce. Top of the 'Hot' stocks parade inc Palantir, UH, Pfizer, Cat, Ford & Smith & Nephew.

Seasonally this is the weakest period for stock mrkt returns and some analysts expect a pullback of between 7%-15% by mid October. Nevertheless the Dow and 500 are ahead 4% & 7% with the Nsdq outpacing both up 10% ytd.

Morning all.

Nyse data

Issues 2845

Advances 2257

Declines 515

U/c 73

NH 73

NL 33

T/vol(tn) 1•1

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

DJ +585 (44,174)

SP +92 (6330)

NS +425 (23,189)

R2 +21 (1344)

WTI $66

10ytb 4•209%

----------

MSCI(W) +50 (4073)

Gold Bugs +20 (450)

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

Latest :- Vix 18. Brent $69.

Gold $3370. Copper $4•450.

Palm $985. Silver $37•400.

$1•328. €1•149.

FF +35. DF +76.

On Wall St stocks moved higher from the bell bouyed by hopes the Fed will cut rates in Sept. Markets are pricing the chance of a 25 basis point reduction at 95 per cent. Stocks gained throughout the day recouping a little of the losses seen over the previous 5 sessions which amounted to 1313 points.

The major averages saw further upside going into the close ending just off their best for the session. On the Dow 28 of the top 30 stocks posted gains led up by 3M, Nvidia & Disney. Heading down Chevron & Amazon.

Morning all

Thanks Roger have a few for me!!

Are investors buying ahead of the AGM on hopes of sell off news of the petrol stations etc...? Thats very unlikely imo as in my experience boards rarely announce anything to move mrkts at AGMs which are more a 'jolly up' for holders to enjoy and meet other holders.

Be interesting to see if anyone asks if the company are any nearer in selling the afore'mentioned divisions? Bargains dealt don't indicate anything out of the ordinary this morning.

A bid for the whole company would be preferable but I feel that's a longshot in the current climate of Trump's mania for tariffy'ing everything that moves, walks & talks.

Asia has started the week on a down note after broadly negative cues from Wall St on Friday which saw the Dow tank 542 points. Trump's aggressive stance on the global economy via his reciprocal tariffs on 69 new countries trading with the US has upset investors at the start of wk 32. New levies will be imposed ranging from 15% to 44% to take effect from Aug 7th.

Australia has avoided the brunt of these after Trade Minister Don Farrell confirmed a baseline 10% duty on exporters. The benchmark ASX200 is off 21 points but Miners are a bright spot on hopes the Chinese Govt will cont to support the industry and buy Australian minerals. Oils, banks & tech are being sold. An afternoon rally from the days low of 8635 has seen the mrkt near breakeven for the day.

In Japan the 225 has slumped over 600 points in early dealings to below the 40,150 level with weakness seen across all sectors. In afternoon business the 225 is down over 625 points.

Hong Kong and Shanghai follow Tokyo with stocks in HK tracking lower in 4 straight sessions losing over 1050 points and the SHCOMP off 55 in the last 2 days. The global forecast for Asian mrkts is mostly negative fixated on tariff repercussions for equities particularly among the smaller Pan Pacific mrkts where the KLCI (Malaysia) stock mrkt is the main ytd loser (-7%), followed by the PSEi Index (Philippines) down 4% ytd. Indonesia's stock mrkt (JSX Comp) founded in 1912 is the largest and earliest among SE Asian sub sector markets with 833 listings.

Latest :- Vix 20. Brent $69.

Gold $3358. Copper $4•426.

Palm $994. Silver $37•135.

$1•329. €1•147. 10ytb 4•24%

FF +42. DF +160.

Morning all.

Nyse data

Issues 2843

Advances 851

Declines 1927

U/c 65

NH 35

NL 96

T/vol(tn) 1•24

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

DJ -542 (43,589)

SP -101 (6238)

NS -454 (22,763)

R2 -22 (1323)

WTI $67

10ytb 4•225%

-----------

MSCI(W) -53 (4023)

Gold Bugs +5 (429)

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

Close :- Vix 20. Brent $70.

Gold $3361. Copper $4•443.

Palm $980. Silver $37•105.

Yen 148. Yuan 7•20.

$1•328. €1•146

FF +33. DF u/c

Morning all.

Nyse data

Issues 2843

Advances 1112

Declines 1660

U/c 71

NH 97

NL 69

T/vol(tn) 1•50

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

DJ -330 (44,131)

SP -24 (6339)

NS -128 (23,218)

R2 -16 (1345)

WTI $69

10ytb 4•384%

-----------

MSCI(W) -20 (4076)

Gold Bugs u/c (424)

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

Latest :- Vix 17. Brent $72.

Gold $3293. Copper $4•432.

Palm $975. Silver $36•370.

$1•320. €1•156.

FF -27. DF -72.

Morning all.

New Yorks main indexes opened higher on better than expected 2Q GDP nos as real gdp increased at an annual rate of 3%. The Dow opened up 45 on news Trump had secured a trade deal with S.Korea. He said Seoul will pay a blanket 15% on exports to the US and will give USD 350 bn for investments owned and controlled by America and "selected by me as President".

However on a down note Fed Chair Powell said the Central Bank is still not ready to cut rates given stretched mrkt valuations and signs of unease in the labour market.

Today investors will watch for the June personal consumption expenditure prices index and the weekly jobless claims for signs of tariff driven inflation pressuring risk assets and consumer spend.

On company news solid Q nos from tech giants Msoft & Meta sent their stock prices up 8% & 11% as earnings beat expectations. Msoft ($512) shares experienced a significant jump in 3Q nos surpassing analysts forecasts for top and bottom lines for the 4th consecutive time. The company posted a 13% y-o-y increase to $70•1bn of revs in the quarter underscoring robust demand for the companies products.

Meta's 2Q nos topped expectations. Shares surged $80 after hours to $775 a new record high for the company. If you had invested in Facebook at $38 back in 2012 you would be sitting on a 1720% gain. However it's rumoured that the company is looking for outside finance as infrastructure CapEx heads towards $100bn. Zuckerberg owns c.14% of the company stock (345m) mostly class 'B' with enhanced voting rights which gives him control.

Ford Motor Co ($11) delivered impressive 2Q nos partially spoiled by charges related to electric vehicles. Since 2013 due to constant upheavals in the industry the stock has gained a miserable 13%. On the Dow only 6 stocks posted share price gains led by Nvidia, UH & Cat while heading down 3M, P&G & Chevron. Two of the bigest global companies Apple (3) & Amazon (4) report their latest Q earnings today.

Nyse data

Issues 2837

Advances 842

Declines 1915

U/c 80

NH 77

NL 42

T/vol(tn) 1•17

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

DJ -172 (44,461)

SP -8 (6363)

NS +37 (23,345)

R2 -9 (1361)

WTI $70

10ytb 4•358%

----------

Latest :- Vix 15. Brent $72.

Gold $3293. Copper $4•444.

Palm $989. Silver $37•060.

$1•326. €1•160.

FF +2. DF +139.

Morning all.

Nyse data

Issues 2841

Advances 1402

Declines 1364

U/c 75

NH 87

NL 25

T/vol(tn) 1•10

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

DJ -205 (44,633)

SP -19 (6371)

NS -48 (23,308)

R2 -6 (1370)

WTI $69

10ytb 4•330%

----------

MSCI(W) -16 (4103)

Gold Bugs +4 (437)

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

Latest :- Vix 16. Brent $72.

Gold $3328. Copper $5•670.

Palm $989. Silver $38•320.

$1•336. €1•155.

FF +10. DF +50.

-----------

US stocks closed lower as the 500 & Nsdq retreated from recent highs due to some disappointing corporate earnings from blue chip companies, UH, Boeing & Merck. Health insurer UH ($262) tumbled 8% the bigest drag on the Dow after a disappointing profit forecast while Boeing ($226) fell 5% despite reporting a smaller 2Q earnings loss and Merck ($83) the drug maker said it was extending its pause on shipments of HPV vaccine Gardasil to China until the end of the year due to persistent weak demand.

Big loser on the session was United Parcel Service ($91) falling 10% after declining to issue annual revenue & margin forecasts while Whirlpool ($85) the home appliance maker slumped 13% after slashing it's annual earnings forecast & dividend by 50%.

US-China tariff talks in Sweden ended without a truce extension and his upcoming Friday deadline to impose major tariffs on a number of trading partners will not be delayed further.

To date c.200 S&P companies have reported posting results 6•4% above mrkt expectations. The Fed is expected to leave rates unchanged (4•25%-4•50%)

at its policy meeting on Wednesday. Vols on US exchanges were an average 18bn traded.

Morning all.

Great result at the end! Stokes had a great match leading from the front. Now to wrap up the series at Edgbaston and a victory lap at the Oval! Was going to come to the AGM with a lady investor but I dont like being ripped off and won't do their bidding telling me what time I must travel to get a few quid off....? F'em!!

I'll look forward to your report.

Cheers WOE appreciated. I'm checking travel costs to Doncaster but as it involves travelling at peak time from London it's going to be very expensive when I add in drinks (a bottle or 2) & food etc....it mounts up!

Roger thanks for your lift offer but I have decided it's going to be too much of a hassle travel wise from S.London leaving at before 7:00 am to get the 8:00 train not to mention cost of a return tckt is £175 and I ain't bght a beer or glass of vino!

Il await your report of the AGM.

As from Monday I will be taking a leave of absence from the daily US mrkt report (not sacked yet) but doubt i will carry on much longer. Someone else needs to take up the reins as I think in MSi type shares you need someone to be constantly promoting the share or at least keeping holders up to scratch on developments.

I'm a recent investor here as I was unrepresented in the sector. I got in at 4200'ish when several brokers cut their price target's. The apparent upcoming CEO vacancy also was a drag on the shares. Having come down from the 5500's they looked oversold. Worries on Iron ore prices might not come to fruition despite Trump's best efforts.

However the rising demand for copper outweighs other concerns and has led to supply shortages. With just 1•25bn in issue and on a low p/e (9×) and rock solid dividend yield i reckon it's a strong buy with Glencore a poss take over/merge candidate. I consider RTZ to be a long'term investment.

Shares in MSi fell last week 70p to (1100-1140) on av volumes and bargains dealt. With little to excite investors i expect the shares to drift during the summer doldrums and could go as low as 1000. It seems Drones are becoming the 'go-to' defence main option

for use in Ukraine. We're in the sector but rarely hear anything. Perhaps we're not receiving any orders?

Ytd

Sp 1100-1140

1/25 910

H 1365

L 770

7/88 113

----

MSi +21%

100 +9%

250 +5%

All +9%

Aim +7%

Vix -5%

---

Gold +28%

Oil -6%

Palm -14%

----

Asian mrkts closed the week lower in cautious trade after Trump announced a 35% tariff on close trading partner Canada effective Aug 1 and warned of a blanket tariff of 15%-25% on most partners that have not received letters. The USD, Oil & Gold all rose on Asian mrkts as Trump threatened to revive his global trade war.

US stocks fell yesterday despite weekly jobless claims unexpectedly falling to a 7 week low. The S&P eased from record highs as the anxiety level about tariffs, "should we stay or should we go" kept investors guessing.

Vols on US exchanges were a light 15bn traded awaiting the 2Q reporting season. JPMC, Netflix & J&K will report next week. Analysts expect the S&P to increase its earnings by (c.6%) y-o-y.

thanx in the main to big tech.

Shares in Nvidia ($165) rose to a record value of $4•02tn ahead of Msoft & Apple in the bigest company stakes. CEO Jason Huang's net worth ($143bn) puts him neck and neck with Warren Buffet. Huang still holds 858m shares in Nvidia on his own account and through various trusts.

Drone makers were in focus as AeroVironment & Kratos jumped 11% after Defence Secretary Hegseth ordered a surge in Drone production. On the Dow 8 of the top 30 gained led by UH, Amazon & Chevron. Going down Visa, Nike & Salesforce.

Nyse data

Issues 2834

Advances 786

Declines 1976

U/c 72

NH 61

NL 17

T/vol(tn) 1•03

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

DJ -279 (44,372)

SP -21 (6260)

NS -49 (22,781)

R2 -14 (1377)

WTI $69

10ytb 4•412%

----------

Close :- Vix 16. Brent $71.

Gold $3355. Copper $5•584.

Palm $955. Silver $39•075.

Yen 147. Yuan 7•18.

$1•349. €1•154

FF +8. DF -39.

Morning all.

Nyse data

Issues 2839

Advances 1860

Declines 895

U/c 84

NH 123

NL 13

T/vol(tn) 1•1

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

DJ +192 (44,651)

SP +17 (6280) R

NS -35 (22,829)

R2 +13 (1391) R

WTI $67

10ytb 4•366%

-----------

MSCI(W) +8 (4064)

Gold Bugs +4 (423)

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

Latest :- Vix 16. Brent $69.

Gold $3334. Copper $5•579.

Palm $962. Silver $37•810.

$1•356. €1•161.

FF -3. DF -94.

Morning all.

A potential trade deal between the US & Europe kept investors on side during trading exchanges yesterday. Meanwhile the US Fed's minutes of it's June

monetary policy meeting revealed most participants agreed the central bank is well positioned to wait for more clarity on the outlook for inflation before adjusting rates. The 'wait & see' approach comes as economic growth and the labour mrkt remains solid if slightly restrictive.

Wall pulled back losses from Monday's wipe out moving higher throughout the day boosted by gains on the Nsdq where the star performer NVIDIA ($163) became the first public company in the world to reach the $4tn mrkt value milestone if only briefly. Of the top stocks 16 posted gains led by Boeing, Merck & Cat, heading down Verizon, Coca Cola & UH Group. In other news Jeff Bezos sold 3m shares in Amazon stock as part of a plan to unload 25m shares.

Top mover on the day was Boeing adding $8 to $227 as investors wait for details from flight data recorders from Air India 171 which crashed on June 12th minutes after take off. Investigators are focusing on fuel switches as a potential source of the crash.

Nyse data

Issues 2842

Advances 1774

Declines 1000

U/c 68

NH 83

NL 11

T/vol(tn) 1•07

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

DJ +217 (44,458)

SP +38 (6263)

NS +163 (22,865)

R2 +12 (1378)

WTI $68

10ytb 4•340%

----------

MSCI(W) +26 (4056)

Gold Bugs +8 (419)

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

Latest :- Vix 16. Brent $70.

Gold $3320. Copper $5•617.

Palm $954. Silver $36•685.

$1•360. €1•159.

FF +33. DF -99.

Morning all.

I think the moral today is dont report record revs, profits or record anything!....much better to say we're in big trouble and going skint and the shares will sky rocket. Expect a big bounce tomorrow!