Member Info for JohnLewis79

Very quiet trading week with only 26,140 shares dealt on 58 deals. Shares closed 870-910 and have flatlined this year. Nothing on strategic update which will probably be reported with the final nos due late June.

Wk 17

----

Sp 870-910

1/24 910

H 1136

L 770

7/88 113

---

Trds 58

T/vol 26,140

Buy 11,940

Sell 14,200

Av 450

--

Ytd

MSi +1%

100 +3%

250 -5%

All +2%

Aim -6%

Vix +43%

---

Gold +26%

Oil -12%

Palm -17%

---------

Nyse data

Issues 2817

Advances 1462

Declines 1274

U/c 81

NH 23

NL 14

T/vol(bn) 0•9

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

DJ +20 (40,113)

SP +40 (5525)

NS +218 (19,433)

R2 u/c (1219)

WTI $63

10ytb 4•240%

-----------

Close :- Vix 25. Brent $66.

Gold $3318. Copper $4•845.

Palm $946. Silver $33•020.

Yen 144. Yuan 7•29.

FF +36. DF +20

Morning all.

To break into the higher sp value bands MSi share price would have to hit....

Top 400 £18:40

Top 300 £34:75

Top 200 £74:80

Wouldn't completely discount breaking into the top 400 where Funding Circle sits at no 399 (£302m) in the years ahead.

All Share Index Ranking as at 17/4/2025.

1. AZN £156•9bn

2. Shell £146•1bn

3. HSBC £140•1bn

4. ULVR £118•6bn

5. BHP £88•8bn

100 IG Hldgs £3•6bn

200 Allianz £1•2bn

487 MSi £144m

589 RC Fornax £21m

Nyse data

Issues 2821

Advances 2329

Declines 444

U/c 48

NH 21

NL 15

T/vol(tn) 1•1

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

DJ +486 (40,093)

SP +109 (5485)

NS +521 (19,214)

R2 +29 (1219)

WTI $63

10ytb 4•313%

-----------

MSCI(W) +58 (3596)

Gold Bugs +7 (397)

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

Latest :- Vix 26. Brent $66.

Gold $3300. Copper $4•863.

Palm $944. Silver $33•385.

$1•329. €1•173.

FF +18. DF +47.

Morning all.

Hi Pharmhall have to say the only reason I sold Bill was I don't like being conned by management. If they cannot be straight with their investors in reporting good & bad then watch out. Probably cost me money but at least I can sleep easy at night!

Hi Bash 1500. I have had a few bad experiences with oilies over the years and have sworn off them ever since. Best of luck.

That might not work. Unfortunately i deleted my whats app so am hoping someone in the pub knows how to retrieve deleted messages. If so I can post the article as I'd previously sent it to a friend.

Yes very much so. There's a comprehensive post about this on https://www.undervalued-shares.com/weekly-despatches/panthera

It's a long article but if your interested in investing its a must read.

Roger & Pharmhall I Enjoy reading your stock trades and jousts with the mrkts etc...

I'm down to MSi, RR, Jet2 and Panthera (all doing well a first for me!) Outed Billington when the board misled investors pre Year

end nos.

Nyse data

Issues 2823

Advances 2099

Declines 684

U/c 40

NH 22

NL 11

T/vol(tn) 1•2

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

DJ +420 (39,607)

SP +88 (5376)

NS +417 (18,693)

R2 +15 (1195)

WTI $62

10ytb 4•362%

-----------

MSCI(W) +50 (3538)

Gold Bugs -8 (390)

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

Latest :- Vix 28. Brent $65.

Gold $3333. Copper $4•828.

Palm $942. Silver $33•325.

$1•327. €1•170.

FF -2. DF -104.

On Wall St overnight Trump suggested he's willing to take a less confrontational approach to trade talks with China predicting the current 145% tariff on Chinese imports will come down substantially. He also said he will not play hardball with Xi Jinping " were gonna be very nice."

In response China also expressed willingness to resume talks provided Washington halts its threats. Adding to the positive sentiment Treasury Secretary Scott Bessent said "there is an opportunity for a big deal, if they want to rebalance let's do it together." "This is an incredible opportunity."

Wall St gained following strong moves higher for stocks across Europe and Asia. The market hit a days high of 40,376 as investors responded to Trump's more sensible approach to tariffs.

However as the day progressed investors took profits sending the Dow down to the days low of 39,487 before closing better at 39,607.

The Nsdq soared nearly 5% reaching 19,043 high at one time as traders returned to oversold techs. However like the Dow investors took profits throughout the session leaving the index at 18,693 a healthy gain of 417 points. Palantir Tech & Marvell Tech stood out with above average gains.

Of the top thirty Dow blue chips 12/30 fell led down by Coca Cola, Verizon and Travellers. Leading the risers Boeing, Amazon and Nvidia. All in a satisfying day for investors and traders alike. However all the major indexes remain down this year led by the Russell 2000 off 15% followed by the Nsdq 11% the S&P 9% and the Dow 7%.

Interesting to note on a global basis this year the only major stock mrkts showing gains are Bombay, London, HK, Singapore and S.Korea.

Morning all.

Typical to tell suffering investors that certain board members receive nil cost shares as part of....(who cares?). Think this announcement rubs salt in an already sore wound? Obviously not.....as if they give a toss. I'm selling, fed up with the complete disregard for shareholders feelings.

Good luck staying with a company going nowhere.

On the 24th of March the shares closed at 490. Since the results disappointed the mrkts and rightly so, Bill has partly recovered some of those falls (330-350). Now valued at a pitiful £49m on a lowly p/e of (c.5×) should see a recovery if the board can patch up the bodged pre results messages.

One of the most important jobs management must make is being accurate and concise when reporting results. No investor wants to second guess director meanings or read between the lines or being misled which they were recently.....("strong trading performance across the group......ahead of mrkt expectations"). Dec '24.

That would be a firing offence in most ftse companies but being Aim par for the course. I should sell out but have decided to wait for the Sept interims. Let's hope the message is a lot clearer this time!

Scheduled for Tuesday 29/4.

A relief rally on Wall St saw stocks bounce back recovering all of Mondays losses as the USD and bond mrkts steadied. The S&P was up over 3% in afternoon trading with the Dow gaining 622 points. Nervousness remains in financial mrkts but Gold ($3396) slipped back $23 on profit taking after its strong recent run but remains the undisputed winner in this month's tariff fuelled mrkt turmoil.

The IMF slashed its forecast for global economic growth this year to 2•8% down from 3•3% due to Trump's trade war threatening global financial stability. The IMF said in its regular snapshot of the system, over valuations of stocks and highly leveraged iis were an increasing cause for concern. The IMF expects a sharper deterioration in the US from 2•7% growth to 1•7% and raised the chances of a recession in the next year to 40%.

A nos of better than expected profit reports from big US companies drove the mrkt higher from the bell after Trump offered an olive branch of sorts to China, saying tariffs could be lowered and he was not going to fire Fed Chair Powell.

Equifax ($243) jumped 14% on $3bn buyback news and an increased dividend and 3M ($136) jumped 8% exceeding Q1 forecasts. Tesla gained 7% to $235 ahead of Q1 earnings nos due after the mrkt closes today. Expectations are not high as increased competition from low cost competitors is hurting sales as the company lags in the robotaxi mrkt dominated by Alphabet's Waymo.

On the big board all 30 stocks posted gains on the session. Leading the risers 3M, Travellers, Amex and Amazon sent the Dow soaring over 1000 near the close. The Nsdq 100 closed up 468 but the tech sector as a whole is down 21% the second worst perfomer on the S&P 500 this year.

In late news Tesla net income plunged 71% to $409m the stock down 41% ytd. After hours the stock put on $13 to $251 and ranks 11th among the most valuable global companies by mrkt cap dominated by Apple, Msoft & Nvidia the only companies valued over $2tn.

The UK's largest company AZ ranks no 59 at $210bn with Shell $194bn (considering a US listing) at no 66. Incredible to see our 2 bigest companies combined wouldn't appear in the top 20 global businesses by m/cap.

Nyse data

Issues 2822

Advances 2528

Declines 251

U/c 43

NH 23

NL 13

T/vol(tn) 1•0

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

DJ +1017 (38,187)

SP +130 (5288)

NS +468 (18,276)

R2 +30 (1181)

WTI $64

10ytb 4•353%

----------

MSCI(W) +64 (3488)

Gold Bugs -6 (398)

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

Latest :- Vix 31. Brent $68.

Gold $3337. Copper $4•890.

Palm $932. Silver $32•630.

$1•329. €1•168.

FF +91. DF +479.

Morning all.

No tax in my figs....so agree your figs nearer the mark.

Last year the F/Y nos were released on the 26, June shares gained 60p on the week to close at 1060

(P/t £15•7m, eps 71p and div of 16•5p). We should match those nos without any backlog being bought forward.

Perhaps £20m all-in is on the cards which would be c.1236 eps or c.16× earnings slightly above the UK mrkt average of 15•3× so hardly off the scale. Debt free and a good 5 year earnings record makes the shares at 900-940 attractive to investors seeking dividend income or capital appreciation.

Despite having an Aim quote which prohibits some iis owning stock, around 33% of Aim companies paid a dividend last year. Only 6/680 Aim companies were valued at £1bn+ in 2024 making the majority valued at anywhere between £80m-£200m as there are no up to date figures I could find.

I see we're back to lots of unknown zero trades this morning. Wtf is this all about?

I think your right Roger news will likely be delayed until the AGM. I'd like to attend but the cost is prohibitive when taking account of drinks, food etc....your idea of zoom is sensible we should have that at the very least in this day and age! Where are the public relation people?

By mid'day the Dow had fallen 1115 points with not one stock on the top 30 leaderboard posting gains. The Dow is on course for its worst April since 1932 as the USD hit multi year lows against the euro and other currencies. Gold hit new record highs jumping $90 to $3424. In the 129 year history of the Dow the index has closed higher or lower by 1000 points just 18 times.

Nvidia & Salesforce led the declines contributing a 117 drag on the Dow. Nvidia fell as chip makers rushed to source components from rival companies free of Trump 25% tariffs. Other blue chips joined the sell off which included UH, Amex & Chevron. Apple was a noted faller losing $7 to $190 followed by other not so 'Mag 7' counters. It wasn't entirely doom'n gloom as Netflix bucked the falls after an upbeat revenue forecast. Shares up $15 to $988 we're the best performer on the Nsq due to its defensive qualities.

Investors balked at the latest tirade from 'Meddlesome' Trump against Fed Chair Powells lack of urgency in cutting rates, Trump calling him "Mr Too late, a major loser" its rumoured Trump intends to fire Powell. This has added to investors diminishing confidence in economic matters.

Adding to market turmoil and early set of trade data from major trading partner S.Korea saw a big drop in exports to the U.S. Also news China has warned countries against striking deals with the US at Beijing's expense caused more turbulence in already fragile markets. The uncertainty over US monetary policy has hit stocks hard this year with the 500 down over 16% from its Feb high. However 68% of the S&P who have reported nos have topped analysts forecasts.

Company results will be keenly watched this week for clues on how corporations are coping with the uncertainties. Tesla whose new model Y is being delayed fell $14 to $224 ahead of Q1 nos tomorrow. Google facing regulatory difficulties slipped to $150 off $4. Investors will focus on 'guidance' as opposed to the bare nos already "priced in" by investors.

Nyse data

Issues 2823

Advances 419

Declines 2369

U/c 35

NH 24

NL 106

T/vol(tn) 1•01

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

DJ -972 (38,170)

SP -124 (5158)

NS -450 (17,808)

R2 -24 (1151)

WTI $64

10ytb 4•423%

-----------

MSCI(W) -52 (3424)

Gold Bugs +3 (403)

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

Latest :- Vix 34. Brent $67.

Gold $3480. Copper $4•772.

Palm $930. Silver $32•840.

$1•340. €1•162.

FF +50. DF +142.

Morning all.

Asian mrkts are mostly higher after the long holiday weekend though mrkts in HK, Australia and NZ are shut due to the Easter holidays. The lack of direct negotiations between the US and China continue to weigh on mrkts. With one eye on Wall St where a weak opening is forecast today investors are back on the sidelines.

In Japan the Nikkei is sharply lower reversing gains in the previous session when the 225 gained 352 points. Exporters, financials, Motors and tech lead stocks lower at the mid session break taking the mrkt down 430 points. At the close the Nikkei was off 415 at 34,316.

In Shanghai investors are buying oversold property stocks as both the main and junior indexes are showing some resilience despite the on going tariff war with the US which show little sign of cooling off. Both the indexes are ahead near the close.

Latest :- Vix 30. Brent $67.

Gold $3388. Copper $4•756.

Palm $940. Silver $32•910.

$1•339. €1•161. 10ytb 4•36%

FF -33. DF -388.

Morning all.