Member Info for JohnLewis79

Nyse data

Issues 2842

Advances 808

Declines 1950

U/c 84

NH 58

NL 25

T/vol(tn) 1•09

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

DJ -107 (42,982)

SP u/c (6092)

NS +47 (22,238)

R2 -13 (1313)

WTI $65

10ytb 4•273%

-----------

MSCI(W) -8 (3950)

Gold Bugs u/c (416)

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

Latest :- Vix 17. Brent $67.

Gold $3334. Copper $4•994.

Palm $931. Silver $36•340.

$1•370. €1•173.

FF -12. DF +40.

Morning all.

You must have been good to play in the Middlesex league were you a batter or bowler? I played cricket at school but that's was asked far as i got. My Dad used to take me to watch test cricket when the Aussies, S. Africans etc came over. Used to be a member of the MCC but resigned over the 'rebel' tours. Watched a lot of cricket as Surrey played just up the road from where I live. Don't go much these days. Watching in an empty ground is expensive!

Yea listened to the whole Test very exciting and tbh thought thr run chase was gonna be too much. Sets up the series perfectly.

Fingers crossed tomorrow brings some good news!

The 12 day old war ended with both sides claiming victory. The US military insisting Iran's nuclear facilities had been crushed.

Others unsure as it was thought the Iranians had moved their centrifuges vital for uranium enrichment elsewhere. No doubt in the weeks to come all will be revealed as the US had infiltrated the higher echelons of the Iranian army and will know how much damage they have caused.

In the meantime the peace is holding as both sides look to cement the end of hostilities by agreeing to honour the ceasefire. Both are now in talks through intermediaries about getting back to the table and agreeing a timetable for a lasting peace.

I investors cheered the news as the Dow jumped over 500 on the day to their best closing levels in 4 months. Only 6 stocks failed to post positive nos, Chevron, Apple & Travellers led the losers. Amex, Nvidia & GS headed the gainers. Oil fell over 6% to below $65 on relief the flow of global crude remains undamaged. In fact oil is now cheaper than before the war started.

As the mrkts near all-time highs leisure and travel are seeing a resurgence in bookings and airlines rose as routes abroad re-opened. Carnival (1719p) the cruise operator steamed 7% higher on profit beats. CEO Weinstein said its seeing strong demand from people booking cruises close to departure date and are spending strongly once on board. The Co also raised its F/Y profit outlook.

Nyse data

Issues 2854

Advances 2059

Declines 727

U/c 68

NH 87

NL 16

T/vol(tn) 1•23

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

DJ +507 (43,089)

SP +67 (6092)

NS +334 (22,191)

R2 +14 (1326)

WTI $65

10ytb 4•306%

----------

MSCI(W) +52 (3958)

Gold Bugs -10 (417)

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

Latest :- Vix 17. Brent $67.

Gold $3328. Copper $4•906.

Palm $936. Silver $35•915.

$1•362. €1•172.

FF +6. DF +42.

Morning all.

Last year on results day (26/6) the shares gained 70p to 1080-1120p on 118,000 shares traded. The stock opened the year at 850p hit a high of 1130 in late July and ended the year at 910p.

Writing on his Truth Social platform late Monday Trump described a multi-stage ceasefire beginning within 6 hours of his post. He explained Iran would immediately initiate a 12 hour pause followed by Israel culminating in a formal end to hostilities 24 hours later.

Teheran declares beginning of operation 'Annunciation of Victory' by firing missiles at US bases in Qatar and other regions inc Iraq. Explosions have been heard over Doha the capital of Qatar where US air defences intercepted missiles over Doha. Citizens in Bahrain & Abu Dhabi have been urged to seek shelter though both countries had been expecting retaliatory action from Iran their air bases had been cleared of personnel. No casualties have been reported as of 18:00 hours UK time.

As the crow flies Doha is c.700 miles South of Tehran across the Arabian Gulf on the North East coast of S Arabia next door to the UAE and the Bahrain naval base where US forces are stationed. Qatar said it reserves the right to respond to these unprovoked attacks and Kuwait has shut its air space.

President Trump is in the White House situation room deciding on the US response. Given no US casualties its unlikely they will retaliate immediately.

However should the US suffer fatalities then all bets are off.

News of the missile strikes over Doha sent the Dow down nearly 500 points on fears of American casualties. As the situation became clearer the Dow about turned and is trading up 268 points at lunch thanks in part to Michelle Bowman the Feds Vice Chair hinting of an early rate cut and the US forewarned of Irans intent to strike bases in Doha.

In the latest news Trump declared that a resolution to the war had been agreed by both sides later denied by the Iranian Foreign Minister. Missiles cont to be launched by both sides. The situation remains fluid with claim and counter claim. Trump heads to the Nato summit today.

On the markets only 4 of the top 30 are in the red led by Amex, UH & Chevron. Topping the leaderboard, IBM, Msoft & Nike. Tesla ($352) jumped 10% as it deployed a small number robotaxis to pick up passengers from the airport in Austin Texas.

Northern Trust ($120) surged 7% after the WSJ said the Bank of Mellon New York approached the asset manager about a potential merger and Super Micro Computer ($42) dropped 6% after announcing a private offer of $2bn 5 year convertible bonds. Q nos from Nike & delivery firm FedEx are due this week.

Oil prices ($70•62) tumbled less than feared after Iran's retaliation did not include action to disrupt oil & gas tanker traffic through the Strait of Hormuz. Closing the Strait would send oil prices over $100 a barrel.

Nyse data

Issues 2850

Advances 1874

Declines 904

U/c 72

NH 62

NL 49

T/vol (tn) 1•12

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

DJ +375 (42,582)

SP +57 (6025)

NS +230 (21,856)

R2 +16 (1312)

WTI $66

10ytb 4•344%

----------

MSCI(W) +24 (3906)

Gold Bugs +5 (426)

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

Latest :- Vix 19. Brent $69.

Gold $3348. Copper $4•890.

Palm $960. Silver $36•125.

$1•357. €1•169.

FF +36. DF +210.

Morning all.

Good to see loose holders being flushed out on such small volumes. Only c.12k traded by 11:00 am. With the shares hitting 1400 earlier investors are expecting a cracking set of F/Y nos surpassing last years revenues of £110m, profits of c.£16m and eps 71p.

With a decent 5 year trading record to fall back on MSi are not about to disappoint investors at what could turn out to be the most important update in the companies history. As a first step will the strategic review call for the company to leave Aim for the ftse small cap index of (207) companies?

US forces are on high alert in the region after they attacked 3 of Irans nuclear facilities yesterday by dropping 'bunker' busting bombs on Fordo, Natanz & Isfahan. Trump has gambled this would force Iran to the negotiating table as Iran's capacity to respond to air attacks have been all but crippled. The US have free rein over Iran skies.

As of this morning Iran continue their defiant stance saying the 'nuclear hammer' damage was minimal and vows revenge on the US and Israel. As the US assess the effectiveness of the bomb strikes they warn other countries to stay out of the conflict. "Our war is not with the Iranian people but the nuclear ambitions of their Government".

"Stick it up your bunker" is a popular headline in the morning UK papers. While America do Israel's bidding waves of rockets continue to fall on Tel Aviv and Jerusalem causing much damage in suburban areas.

Meanwhile oil prices spiked to near $80 on worries Iran will close the Strait of Hormuz cutting off supplies of oil to India and China sending costs up in those oil dependent countries. This would be akin to economic suicide should Iran close the waterway damaging their export revenues. Whether Russia a key ally would be of much help given Ukraine is considered unlikely. Putin will urge the 'Mullahs' to settle with 'buddy' Trump.

Unsurprisingly mrkts in Asia are trading lower as they adopt a 'wait and see' attitude as to how Iran responds to the US attacks. Stocks in Tokyo fell 230 in the morning session with all sectors seeing odd lot selling. A recovery during the afternoon has seen some bottom fishing by investors the 225 at near even for the day.

In Sydney the ASX200 hit a low of 8421 extending a 4 day losing streak but has rallied in pm trade as buyers pick up oversold counters. Elsewhere in Asia & Pacifica mrkts are all lower taking their cues from Tokyo. HK and Shanghai have recovered early losses to trade positively in late afternoon trading. Dow futures see a red to flat opening in London and NY.

Latest :- Vix 21. Brent $79.

Gold $3353. Copper $4•824.

Palm $950. Silver $36•060.

$1•342. €1•167. 10ytb 4•39%

FF -28. DF -100.

Morning all.

A much better week for MSi holders as the shares continue to hit closing highs. The rerate started in May at 970p and has surprised many at the speed of the rise.

The shares closed wk 29 up 160p at 1330 on slightly better vols and trades. We should hear the F/Y nos this week along with the long delayed strategic 'options' review which will be the main focus of investors.

Wk 29

Sp 1330-1360

1/25 910

H 1330

L 770

7/88 113

--------

MSi +45%

100 +7%

250 +3%

All +7%

Aim +5%

Vix +19%

--------

Gold +28%

Oil +3%

Palm -16%

--------

DJ -1%

SP +1%

NS +3%

R2 -8%

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Nyse data

Issues 2852

Advances 1378

Declines 1407

U/c 67

NH 56

NL 43

T/vol(tn) 3•06

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

DJ +35 (42,207)

SP -13 (5968)

NS -93 (21,626)

R2 -2 (1297)

WTI $75

10ytb 4•383%

----------

MSCI(W) -5 (3882)

Gold Bugs -5 (421)

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

Close :- Vix 21. Brent $77.

Gold $3367. Copper $4•834.

Palm $957. Silver $35•955.

Yen 146. Yuan 7•19.

$1•345. €1•167.

FF -21. DF +61.

Morning all.

Since the April '25 low of 865 the shares have been on a tare up to 1340 that's a 474p increase or 55 in % terms.

Granted many thought the shares were undervalued and had a lot of catching up to do. So is the rise the result of a re'rating or were there other forces at work?

I don't know. My guess a combination of cheapness and speculation over the defence arm being sold or the whole company being put up for sale. The latter looks unlikely as keeping that under wraps would be very difficult imo and who wants a mini conglomerate in this day and age? So no sale of MSi.

But the board need to address our hodge podge of assets and finding a buyer for the petrol stations and other bits shouldn't be too difficult with some 'cash' to sweeten the deal. With the excess cash the company will be in a stronger position to expand and grow the business into other mrkts.

Whatever the reason i should be in a position to review my options in the company. I remember bemoaning my decision not to buy Yu group shares which sprinted ahead of MSi opening a near 700p gap between the two at one time now narrowed to c.180. No way of comparison between the two companies which are a world apart outside of the sp score.

So, should I stay, go or hold on? One thing, i wont be buying Yu group. What would you do?

After stocks slipped back on Wednesday, Wall St was closed for Juneteenth Day (celebrates the ending of slavery). With no guidance from the Street traders remain cautious about an escalation in hostilities after Netanyahu ordered intensified air strikes on Iran targeting 'strategic' & 'govt' sites in Teheran as opposed to dense areas of population.

News from White House Press Secretary Leavitt that Trump who did not attend the press meeting would extend his threat of joining the attacks for another 20 days made little impact on Asian mrkts this morning. Wags on Wall St chirped another TACO stunt (Trump always chickens out).

Hopes that the Iranians would use this period to reassess their options and abandoned their nuclear ambitions seems to have passed as they continue to fire missiles into Israel. With both sides implacably determined to continue on the path of war, European foreign ministers from the UK, Germany & France are set to meet Iranian officials in Geneva today to push for a de-escalation of hostilities.

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

Latest mrkt indexes from Asia.

TK -13

HK +277

SH +3

SK +32

TAIX -85

ASX -21

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Latest :- Vix 20. Brent $77.

Gold $3351. Copper $4•779.

Palm $958. Silver $35•805.

$1•349. €1•171.

FF +30. DF +200.

Morning all.

I will definitely consider it as long as the update proves the wait! Security must be mega tight as I haven't heard a whisper of what might be revealed. Nervous holders

best leave and take any profits made. If the shares indicate the direction of travel were in the good news lane.

A quiet session on Wall St where stocks were caught in the headlights of ME events dominated by more missile attacks from both sides as the ongoing conflict continues to worsen. Most investors decided to sit the day out and attend to other matters. As expected the Fed kept its key borrowing rate at 4•25%-4•5% as it sees lower economic growth ahead. The FOMC expects to make 2 rate cuts this year.

Traders fear the US will join Israel in striking Iran's nuclear sites if Khomeini continues his defiant stance. As the war of words continued a hospital in Tel Aviv was hit by a stray missile. Few manage to penetrate Israel's multi layered protective Iron Dome considered the envy by militaries around the world as the success rate is 90%.

Now Iran has threatened to close the 39km wide Strait of Hormuz which allows nearly 20% of global oil and 33% of the world's LNGas to pass through. Should this happen it could spur retaliatory action by the US and allies. As of this morning Trump has yet to decide whether to use its bunker busting bomb to crater Irans nuclear capability once and for all.

Nyse data

Issues 2847

Advances 1543

Declines 1216

U/c 88

NH 54

NL 37

T/vol(tn) 1•16

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

DJ -44 (42,172)

SP -2 (5981)

NS +1 (21,720)

R2 +5 (1298)

WTI $75

10ytb 4•396%

-----------

MSCI(W) -2 (3899)

Gold Bugs -3 (426)

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

Latest :- Vix 20. Brent $76.

Gold $3372. Copper $4•836.

Palm $959. Silver $36•725.

$1•341. €1•169.

FF -11. DF -100.

Morning all.

OK, leave it with you.

Nyse data

Issues 2840

Advances 882

Declines 1887

U/c 71

NH 39

NL 53

T/vol (tn) 1•12

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

DJ -299 (42,216)

SP -50 (5983)

NS -218 (21,719)

R2 -13 (1293)

WTI $75

10ytb 4•406%

----------

MSCI(W) -34 (3902)

Gold Bugs -1 (429)

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

Latest :- Vix 22. Brent $77.

Gold $3383. Copper $4•821.

Palm $957. Silver $37•330.

$1•344. €1•168.

FF +7. DF +31.

Morning all.

I'm not far from the Oval so perhaps we could meet up?

White House sources say Iran has been urgently seeking an end to hostilities and resumption of talks over its nuclear program. Iran is reaching out to Israel and US through intermediaries indicating its preparedness to end hostilities. Trump left the G7 meeting midway through the morning session to return to Washington. No reason was given.

Hopes of an early settlement to the crisis boosted stocks across Asia & Pacifica the 225 closed the morning session up 200. Motors, techs & banks all gained. In economic news the BOJ will announce its interest rate decision today widely expected to remain u/c at 0•50%.

Elsewhere it's a mixed picture across other markets. China, HK & Malaysia trade lower while Singapore, SK, Taiwan and Indonesia are all ahead. Oils are little changed on hopes the war will stay regional and not spread by closing the Strait of Hormuz where 3 tankers were reported on fire. Around 20% of the regions oil flows through the Strait.

It was a better day on the Dow which gained 317 leaving the index unchanged on the year. 21/30 stocks ended up led by GS, Nike & Amex. Heading south McDonald's, J&J and Verizon. Vols on US exchanges were an average 17•86bn the S&P posting 16 new highs and 5 new lows. US steel ($55) closed up as Trump approved a $14•9bn bid by Nippon Steel and AMD ($126) a top 100 company by mrkt cap climbed 9% on its new Helios product development.

Gold is steady at $3391 after hitting a 5 week high overnight. Analysts caution that chaos in the ME is not expected to provide sustainable bullish momentum for Gold though longer term $4000 is on the cards. Another supportive factor for gold is the expanding rally in the precious metals markets as silver & platinum have attracted new bullish momentum.

Nyse data

Issues 2850

Advances 1794

Declines 984

U/c 72

NH 88

NL 57

T/vol(tn) 1•14

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

DJ +317 (42,515)

SP +56 (6033)

NS +307 (21,938)

R2 +12 (1306)

WTI $72

10ytb 4•435%

----------

MSCI(W) +35 (3936)

Gold Bugs -3 (429)

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

Latest :- Vix 19. Brent $74.

Gold $3391. Copper $4•806

Palm $966. Silver $36•340.

$1•357. €1•174.

FF -46. DF -158.

Morning all.

Budget airline Jet2 has been hailed as Aim's highest flier as the junior London mrkt prepares for its 30th anniversary. Investors could have made nearly 100 x their money back if they had invested £100 in the company when it made its debut 20 years ago.

Then known as Dart Group your holding would have grown to £8,900 today a return of 8,900%. The rise makes Jet2 the most successful Aim-listed comp that is still trading on Aim. Jet2 has been one of my core holdings though I hasten to add not since the Dart Group days.