Member Info for JohnLewis79

Taken from JL post.
Adam Bolton: what do you think of Nicholas Soames?
JL. Not a lot.

Taken from JL post.
Adam Bolton: what do you think of Nicholas Soames?
JL. Not a lot.

According to Morning Star the free float is zero. That can't be right.

Carey St obviously. Effn predictive text.

Dark- knight 2020, its the real world of fake prices where the left hand knows what not the right does where they stitch up prices to suit themselves. No-one should be surprised at the outrageous manipulation of commodity prices, share prices which are essentially meaningless (let's think of a nos)
Why they have the cheek to call it a mrkt I have no idea, imo its a casino with several zeros on the roulette wheel to Carry St.

What a shame that dreadful oik Grieve MP for Beaconsfield has such a huge majority. For someone who thinks Britain has a second rate future he should cross the floor and join his Marxists chums on the Labour benches.
I do hope his constituency association will give him the heave ho for actively campaigning against their new PM.

Palm prices are tending higher but off a touch currently to $506.
I've seen closing REA prices ranging fom 126-105. I'll go for the lower close.

Boeing and Cat dragged the Dow lower by 79 at close (27270) though the 500 set a new record (3020), techs likewise up 70 (8321) & R2 gained 25 on the session.
Cat missed earnings consensus by 9% shares fell $6 to $131. While Boeing missed the Streets nos by 410% shares clobbered $12 to $361.

The Justice Dept investigation into the practices of on line platform giants (FAANGs)
saw mixed sp returns. FBK
fell $2 ($205) following the record $5bn fine, AMZ +$6 ($2002), Google -$8 (1140)
Apple u/c & Netflix up $11 to $318.
Tesla reported a stunning $408m loss in Q2 shares up $5 to $265.

In Asia mrkts all tended higher the Nikkei up 8, HK adding 76 and SH gained 9
all awaiting Central Banks rates decisions in Europe, US & Japan.

The nos: Oil $ 63.30 (+8c)
Gold $1422. Coin $ 10049.
Vix 12. £$ 1.247. £€ 1.120
Palm $507. MSCI 532.
FF +14. DF +30.

Morning all.

Cashless. It's been common practice on this BB to have a wide range of discussions and view points once the mrkt has closed. Granted sometimes on quiet G days other matters surface during mrkt hours.
You had opportunity to have your say today but did you? Not that I saw.
Non stop G talk hour after hour becomes very boring to some of us long-termers as practically every aspect of G has been examined time and time again.
If you have anything new to say
on G come join in, even non G stuff will get you a seat at the table.

Hunt and Defence...not HO apologies.

Its the 'Day of the Long knives' as Boris rids the Govt of 15 cabinet ministers who have left for the back benches notably Mogodon Man who felt peeved at bring offered the Home Office. I'm surprised he went. He will be a loss.
Most were of the remainer, no deal persuasion so knew they were for the short straw. So be it. Tough titty!

Boris will have believers in Brexit in his cabinet who will drive his policies forward, that's as it should be. A good captain needs able lieutenants. He's a man in a hurry, he will ensure things are not left to drift.
He has promised much. I wish him the best as the 54th Prime Minister and the 20th Etonian at No 10. He's going to need an awful lot of luck. Trouncing Corbin at PMQs
will be the easy part the fun part of his job a little light relief for him.
It's the other stuff that might get in his way and hopefully he has appointed qualified people to deal with those Departments of State.

Boris beware.There is a Chinese curse much disputed that says 'may he live in interesting times' Like that or not we certainly are living in interesting times. I would have it no other way.

Yes its a terrible mess he's partially inherited by his actions in seeing off DC and TM. I dont know how the vote would turn out should there ever be another referendum. I suspect you might be right.
What I do think is he has chance of getting a deal and if not he will get the country on the right track by a whole range of popular policies that will appeal to both Labour and Tory waiverers.
He got the job he wanted so it's sink or swim, do or die or his stay in No 10 will become the shortest on record. Give him credit he's going to get things done and stopping the drift of the May years is a bloody good start.

That was a nice surprise a 12% rise in the sp to 105.
Bargains dealt and volumes were pitiful at 7 and c 8400 traded.
Not surprising considering the catastrophic fall in the sp and years of losses albeit reducing losses that long-term holders have suffered here.

As many small expo oil companies are oil price dependent for sp increases so are palm oil plantation companies on the price of palm, $478.75
as of yesterday.
Any recovery to the days of $550-600 will see a very smart about turn at REA.

A good recovery play imo as long as you have patience. The wide spread makes trading for a turn difficult and obviously at the moment vols would not allow it with a very small free float of c.28% or around 11m shares. That's a guesstimate on my part.

Still its one of the few stocks I've bought in recent years that has not fallen as soon as I'm on the register. A decent start but I'm not counting my chickens.

All political careers end in failure. The Tory faithful crowned him leader of a sinking Govt riven by factions and underhand back room schemers seeking his downfall. I trust Conservative Assoc have 'marked' their cards!
Boris knows the party has to take a leap of faith as he intimated at his acceptance speech. Now he has to deliver.

They know he is the best man to defeat Corbin if given the chance but there's many a slip before that happens. The choice was stark but what other option did they have, Mogadon Man was never fitting the bill.
As popular as Boris is among the shires he will now have to talk the talk to parliamentarians something he has been averse to doing for many a year, preferring the glamour of the front pages and society columns to the tedious nitty gritty of parliamentary procedure. The minutiae & details may be his undoing unless he can find an enforcer and use JRM as a trusted advisor. He has most to fear from the treacherous plotters sitting behind him.
Never trust a Tory backbencher.

Boris's policies and instincts are sound. Cut taxes and stamp duty. More Bobbys on the beat. Boost defence spending, social care, and education.
A rocket needs to be put under the N.Health Service for the criminal time wasting (9 signatures required on a purchase order), no value for money, over manning of pen pushers and fraud (watch BBC1 tonight at 7.30pm).
He must keep Trump and the DUP on side and deliver Brexit on the due date. Tory defectors to Farrage will be back in droves if he succeeds.

A general election might be his only option as its extremely unlikely he will get a no deal through Parliament. A snap election might be on the cards forcing the Tory waiverers to back him.
They should consider this while away on holiday. One very strange appointment to Boris's inner circle is D.Cummings a looser cannon than Boris the 'Leader of the Leavers' who will become an advisor at No 10. That's Jonsons first 'ricket' imo. What is he to gain by that appointment?

At least our new PM won't be sunning himself at St Tropez but stomping all four corners of the country selling his vision of Brexit, uniting the country an Everest of a job for certain and ensuring businesses are prepared for a no deal.
His boundless can do attitude and enthusiasm will swing many undecideds back to the Tory fold.

At Mays last PMQs she received a standing ovation from all sections of Parliament, except the cretins on the Labour front bench who had not the wit to show some common decency and respect to a departing Prime Minister by standing as left the despatch box. Shame on them!
At least the Queen will show her 13th Prime Minister due respect when she tends her resignation.

Summed up perfectly boyo. Invstr over optimism is never a good thing as it usually ends in tears. I've been down that alley a few times but in my dotage have become an arch sceptic of any share price moves be it up or down. I should not be holding stocks given my level of distrust of managements the LSE and Tom Cobley etc.... However I like the thrill of the chase and getting one over on the mrkt.....well thats obviously a joke as the mrkt always has the last laugh.

Whereas I still believe a buy and hold strategy can pay off if you have the patience of Job and most don't, trading for a turn in this day and age looks the preffered option as long as you cut losses immediately. Don't forget your up against concert parties, unscrupulous insider dealers, front running brokers, shorter hedgies, city spivs and bull?????ing scribblers, all who know way more than the av pis who will be buying while the aforementioned are all selling. Once buying Blue Chips was seen as another route to boosting your pension and saving for ones old age. I doubt it is now and more's the shame. It's dangerous out there, well you knew that didn't you.

Picked up a few REA. I have been watching this share for years and almost spent £6k a few years back, thank goodness I didn't. I landed up doing my money in an oil stock so none the wiser or better off. At 90 odd and the Palm price at near historic lows
I reckon this is a good punt as the last AR was quite encouraging and with any revival in the Palm price losses could be a thing of the past.
I think I caught the 'bottom.'

I note the last recorded post was 7 years ago, blimey I know it's in in an unloved sector for reasons we know only too well but other consideratoons must also be addressed. I shall try to keep the bb ticking over hoping the next report will see a return to profits or near as...

Rev $872m
Gp $527m
PT $103m
FCF $ 181m
Div 23c
Debt $2.9bn.

Do 'the Math' as our American friends say. Bojo could be down to a wafer thin majority of one shortly. The band may have been playing 'Nearer my God to there' as the Titanic sank in the depths of the Atlantic.
So think on Boris else you'll end up in a cold dark place.

Mrkts had another good day yesterday thanks to likely resumption of trade talks now certain to re-start on Monday, cont good 2Q earnings nos and the Govt agreeing to raise the budget ceiling so as to negate any shutdown which plagued Washington in 2018.

The July breakout of stocks continues into a consolidation phase. The Dow up from (27088) the 500 (2970) & the techs (8170) to current near record closes.

Coca Cola and United Tech both constituents of the DJIA beat expected nos and over 80% of others have topped the Streets estimates. Another 150 US companies will report through Friday.
At close the Dow was up 177 (27349) the 500 put on 20 (3005) & Nsdq gained 47 (8251). Crude rose 21c to $56.98.

In Asia strong gains in HK & SH on Trade Sec Mnuchin flying to Shanghai for another round of talks. As a "Good will" gesture China has said it would buy more agri goods from US companies. Towards close TK is up 103, HK up 264 & SH put on 29.

Over on the Beijing STAR mrkt first day gains across the 25 was c.80 -400% with the trailing pe/r a stellar 53x. Many having to be suspended for 10 mins having jumped over 30% (20mins susp if over 60%)
Around another 150 companies are thought to be ready to join STAR. Over 37bnYuan ($5.4bn) has been raised to date.

The nos: Oil $63.99 (-13c)
Gold $1420. Coin $ 9634.
Vix 12.6. £$ 1.243. € 1.115
MSCI 530. FF -7 DF -15.

Morning all.

Traders cont to sell sterling on a 'no deal' Brexit looming large, the £ was down 27c at $1.244 & v the € up a tch at 1.114.