Member Info for JohnLewis79

try as they might the jobbers are not exactly shaking off the sellers. they need to try harder as i'd like to see a much lower entry, how about sub 1100 for starters? if i was a mrkt maker i'd be slamming the price to shake out thousands of loose stock looking for a new home.

at the end of the day long-term investors will support the company just so far. to date msi haven't put a foot wrong (forget the silly mrkt overreaction) so put in your bottom drawer with all your other winners and count your blessings. look further than your next pint!

for the next 2-5 years your in the right place as defence pending throughout europe is set to explode. msi will get a few crumbs after bae, rr and the other biggies have had their fill. a few crumbs for msi amounts to several miiion pounds.

but and it's a big but your taking a lot on trust that revenues will filter down from the us, overseas and mod substantially enough to keep the workforce employed throug 2026-2030 and shareholders happy with a dividend which could do with a boost (i've heard gripes). never been a red flag for me.

the likes of bae and bab**** will always get first dibs in the cookie jar when it comes to contracts and doling out money but we have expertise in other sectors which hopefully the mrkt will recognise that we are potentially a future big player and worth backing.

a little help from the board now and then wouldnt go amiss.

Stuart in a roundabout way they they are investing in the company as buybacks reduce the outstanding while automatically boosting earnings per share, the preferred measure of a companies well'being of many investors.

Allied to return on cap employed (my preferred method) Jet are doing ok imo and are a solid buy unless you think we're all going to hunker down and stop travelling and spending. Mind you what this Govt has planned to fleece you of your hard earned i wouldn't blame you for thinking that way!

Struggling to hold above 1700 on c.30,000 more sells than buys. Jobbers having a field day this morning mopping up stock from 1670 low.

Solid nos, no nasty surprises

as nos were well trailed and pinching buiss from other operators is a good sign. Shares likely to fall so could provide a buying opportunity on less than 9x earnings for 25/26. Very cheap for a quality operation

on the growth track.

Wall St reacted negatively to news that Trump had announced another round of swingeing tariffs. He's putting 50% on copper imports which is expected to hit mining giants BHP & Rio Tinto who jointly own the Escondida mine in Chile the world's bigest producer of copper concentrates and cathodes. He also hinted at a potential 200% on pharma and an additional 10% on BRICS nations.

On a quiet session the Dow fell 165 with 12 stocks posting falls led by Walmart, JPMC & Nike while going up Chevron (top gainer), Amgen & UH. Big techs Apple $210 & Msoft $496 marked time. Both Apple & Msoft have been usurped as the world's bigest companies by Nvidia ($160) valued at $3•902tn. Since 1999 Nvidia's shares have gained 400,000,00%. Of the 10 largest global companies 8 are American, 1 Saudi Arabian and 1 Taiwanese.

Wall is gearing up for the Q2 earnings season next wk along with the Fed's June minutes for any hint of rate moves. Strong labour data last week largely quashed hopes of a rate cut in the coming months due to uncertainty over the inflationary impact. Trump pointed to reports from the Council of Economic Advisors that his tariffs had not pushed up inflation. However the full effects are yet to be seen.

Nyse data

Issues 2841

Advances 1706

Declines 1033

U/c 102

NH 87

NL 9

T/vol(tn) 1•2

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

DJ -165 (44,241)

SP -4 (6226)

NS +17 (22,702)

R2 +11 (1366)

WTI $68

10ytb 4•419%

----------

MSCI(W) -5 (4030)

Gold Bugs -22 (412)

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

Latest :- Vix 17. Brent $70.

Gold $3293. Copper $5•711.

Palm $954. Silver $36•785.

$1•357. €1•159.

FF +13. DF -27.

Morning all.

On Wall St stocks moved sharply lower during Monday but closed off lows for the session. Renewed uncertainty over Trump's scatter gun tariff policies after he again extended the implementation of new reciprocal tariffs until Aug 1 continue to bewilder investors.

Countries facing new tariffs include Japan (25%), SK, Malaysia & Kazakhstan. S.Africa will be subject to 30% and imports from Laos, & Myanmar will face 40% tariffs. He also threatened to impose an additional 10% on BRICS nations & their allies as he termed them "Anti-American."

The Dow slumped over 400 though off the worst for the day. Only 5 of the big board gained led by Boeing, Nike & Walmart. GS, Amgen and Travellers led the losers. Tesla much in the news of late sank $22 to $292 wiping $79bn off the value when Musk announced he was forming 'America' a new political party to 'give you back your freedom' from the Porky Pig Party. Trump called it 'ridiculous' adding he was sorry to see Elon going completely off the rails.

Nyse data

Issues 2845

Advances 581

Declines 2184

U/c 80

NH 112

NL 14

T/vol(tn) 1•14

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

DJ -422 (44,406)

SP -49 (6230)

NS -181 (22,686)

R2 -25 (1356)

WTI $68

10ytb 4•384%

----------

MSCI (W) -26 (4035)

Gold Bugs +7 (434)

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

Latest :- Vix 18. Brent $69.

Gold $3335. Copper $5•029.

Palm $947. Silver $37•030.

$1•364. €1•161.

FF -15. DF -18.

Morning all.

A big increase in deals today over 100 by lunch is unprecedented in recent months particularly as you'd be looking for a slowdown after the 'middling' F/Y nos and report as interpreted by the mrkt.

Shares are off 40 at 1130 as sell vols are outpacing buys (not that it means much) and i certainly dont expect the sp to close better today or anytime soon. My guess the shares will test recent lows of 1080 and head further down on lack of news that might encourage buyers.

Short sellers have had the field to themselves for too long imo and buyers have been constrained by the market makers. Trouble is for newcomers to MSi all the good news has been priced in for better or worse so unless you have a 1-2 year outlook best move on.

Whatever long termers should hold tight, jumping ship makes no sense currently, if for no other reason to collect the dividend. It's a big leap of faith in backing a company like MSi with a history of ignoring their owners during 'fallow' periods which is counter to most investors thinking. You must remember MSi have been around a very long time and act more like a ftse100 stock than an 'iffy' microcap.

But we know the deal. The board must be confident of producing the goods but it's a very risky strategy if they don't exceed investors expectations knowing the mrkt is wont to exact severe punishment. Time is in their and ours which gives investors breathing space as we head to the first Q '26 nos in late Dec.

First one of the session is a BUY not a SELL as reported on lse.

Asian mrkts have opened on the back foot in early dealings following negative cues from European mrkts. US mrkts were closed on Friday. On going concerns about tariffs continue after Trump sent letters to 170 trading partners outlining new simple unilateral tariffs that will take effect from Aug 1. US tariffs are nothing new. In fact George Washington signed the first ever tariff tax on all imported goods in 1789 due to an urgent need for revenues.

Japan which introduced tariffs in 1858 by way of the 'Custom House' is trading below the 39,600 level with weakness across most sectors led by financials and tech. The benchmark 225 is off 250 in pm trade led down by Honda & Toyota. In the banking sector Mitsui & Mitsubishi UFJ are down more than 2% and major exporters Canon & Panasonic are also lower on lack of interest. In the currency mrkts the USD trades in the lower 144 yen range.

Hong Kong has been a 'free port' since 1841 having been ruled by Britain until 1997. The Hang Seng has finished lower in back to back sessions falling over 300 due to lack of buyers for property stocks. Among the actives Alibaba Health slumped 7% and World Development fell 4%. While in Shanghai stocks are flat through lack of interest as investors sit out the session awaiting opening moves from Wall St. To date the SHCOMP is up 3% but 210 off 52wk highs.

Tariffs were first started in Australia in New South Wales which introduced tariffs on alcohol and tobacco in 1800 to raise revenues and by 1850 each colony (State) was setting its own tarrif rates. In Sydney the ASX200 is trading flat around the 8570 level though sellers have appeared in afternoon business. Near the close the mrkt is down 16 points led by weakness in Gold miners and techs. Ytd Sydney is up 5% thanks to a 3 month surge of 17% on the ASX200.

Latest :- Vix 16. Brent $68.

Gold $3310. Copper $5•020.

Palm $943. Silver $36•990.

$1•363. €1•158. 10ytb 4•33%

FF -14. DF +156l.

Morning all.

MSi came under selling pressure late on in the week as sellers decided to bank profits after the shares hit a 1360 high on the 23 June. Following the Final results which imo were "on the money" the shares sank to 1170 in some way due to disappointment over the delay in off loading the petrol stations etc and the lack of 'visibility' going forward.

However MSi has logged 5 consecutive years of profits

and dividends for shareholders rising from £1•6m to £20•25m a 1900% increase over the period. I'm sure there are a few with bigger % increases but no doubt many more worse!

Sp 1170- 1180

1/25 910

H 136

L 770

7/88 113

--------

100 +8%

250 +5%

All +7%

Aim +7%

Vix -6%

--

Gold +27%

Oil -8%

Palm -15%

----

US stocks posted new records on a half day trading yesterday as a better than expected June jobs report pleased investors showing 147,000 new jobs were added in June v the 106,000 analysts had predicted. The unemployment rate ticked down to 4•1% raising hopes a rate cut could come sooner than later.

However the strong jobs report spurred a spike in Treasury yields reducing expectations for the Fed to cut interest rates. Traders price in a 95% chance the Central Bank will hold rates steady at their next meeting.

The Trump/Powell war of words continue unabated with the President saying Powell should resign immediately as he ponders a successor. The 500 and Nsdq clinched record closes for the 3rd time this week with 23/30 big board stocks posting gains led by JPMC, Boeing & Travellers. Heading the red nos Merck, 3M Co & P&G.

Nyse data

Issues 2827

Advances 1902

Declines 829

U/c 96

NH 186

NL 7

T/vol(bn) 0•67

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

DJ +344 (44,829)

SP +52 (6279)

NS +225 (22,867)

R2 +8 (1380)

WTI $66

10ytb 4•351%

-----------

MSCI(W) -2 (4061)

Gold Bugs +3 (427)

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

Close :- Vix 16. Brent $69.

Gold $3336. Copper $5•063.

Palm $946. Silver $37•135.

Yen 7•17. Yuan 144.

$1•365. €1•159.

FF -27. DF +10.

Morning all.

Nyse data

Issues 2827

Advances 1902

Declines 829

U/c 96

NH 186

NL 7

T/vol(bn) 0•7

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

DJ +344 (44,829)

SP +52 (6279) R

NS +225 (22,867) R

R2 +8 (1380)

WTI $67

10 y/tb 4•351%

-----------

MSCI(W) +27 (4063)

Gold Bugs +3 (427)

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

Latest :- Vix 16. Brent $69.

Gold $3340. Copper $5•116.

Palm $953. Silver $37•040.

$1•367. €1•161.

FF -13. DF -120.

Morning all.

Cheers Roger and phamhall , good stories! I had a few of that ilk but can't remember them enough to tell you. I had a story about Mr 'Polly Peck' but the punchline has gone. Mustn't diss Asil too much cos it was one of my better punts, though i never saw £38 having a good few at 8p before they became (dont remember) and subsequently collapsed.

Must've been MSi!!

Nyse data

Issues 2841

Advances 2044

Declines 741

U/c 56

NH 122

NL 12

T/vol(tn) 1•2

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

DJ -11 (44,484)

SP +29 (6227)

NS +164 (22,642)

R2 +18 (1372)

WTI $67

10ytb 4•268%

----------

MSCI(W) +15 (4036)

Gold Bugs +6 (424)

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

Latest :- Vix 17. Brent $69.

Gold $3359. Copper $5•181.

Palm $949. Silver $36•635.

$1•363. €1•156.

FF +32. DF +68.

Morning all.

Good spot Roger. Didn't notice that. I usually pass over transaction in own shares which bore me rigid. Rheinmetal and MSi? Come come Roger!!

RR boss sells over 19,000 of RR shares in last few days. Best Buy signal ever?

Nyse data

Issues 2843

Advances 2085

Declines 695

U/c 63

NH 121

NL 17

Y/vol(tn) 1•26

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

DJ +400 (44,495)

SP -7 (6198)

NS -20 (22,478)

R2 +20 (1354)

WTI $65

10 y/tb 4•255%

-----------

MSCI(W) -5 (4022)

Gold Bugs u/c (418)

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

Latest :- Vix 17. Brent $67.

Gold $3337. Copper $5•112.

Palm $932. Silver $36•240.

$1•374. €1•165.

FF +24. DF +73.

Morning all.

Yea my local is very much a sports pub we have all the channels plus a few 'obscure' ones and price of a pint still under £5 which is good going round these parts. I won't subscribe to SKY so rely on the radio and the pub for my cricket fixes. Here's to 2-0 and wrapped up by Ovaltine time.

No idea what real estate values are worth in Doncaster let alone overseas! Unless the board have an ace kicker up their sleeves i wouldn't raise your hopes on a imminent conclusion.