Member Info for JohnLewis79

Oh yea we hang on to DNOs coat tails for sure!! Just as well.

Gkp rose 69%
Gnl rose 64%
Dno rose 32%

You'd take those %s right now for 2019 close methinks.

Don't want to not pick hydro but G out performed DNO last year and on a 52wk basis it was G +52% v DNO +38%.
Your right that DNO has proven a better share than G ytd....21% v 11% however wouldn't take much for G to motor ahead of DNO but i would not bet on it.

Odds on 'meaningful' vote:

Commons to approve 8/1
Commons to reject 1/20

Spread on a 'Yes' vote:-

199 or less (4/1)
200-209 (4/1)
210-219 (4/1)
220-229 (5/1)
230-239 (7/1)
240-249 (11/1)
Some others:
260-269 (14/1)
310-319 (16/1)

A second referendum before 2019.

No (4/7)
Yes (13/10)

For crying out aloud will someone please shut teacher up!! Peddling her deluded waffle at Stoke on Trent.... Jeez
what a bloody mess.

Poor mrkt conditions this morning, oil off, ftse down
70 and Dow called 230 lower.
Vols are nothing to get excited about in G, sells c.1.41 to 1 ahead of buys so no advance guidance on TU expectations other than don't get ahead of yourself.
The background noise won't help mrkt sentiment which shouldn't really effect us but you know it will.

I'm reminded that the Tory'17 party manifesto said...we continue to believe that no deal is better than a bad deal for the UK...
So if Parliament votes down teachers deal then surely all Conservative Mps are honour bound to support a no deal exit?

Yea right in Lala land perhaps.. as these wretched jobsworths would rather us pay £39bn
to remain tied into some form of union by stoking up scare stories of certain doom if a no deal or no Brexit.
Thwarting the will of the people by cancelling the 2016 referendum would damage democracy particularly as the vote in Parliament was won by 544 to 53 in favour of the Referendum Bill of 2015 and MPs promised to implement the result.

Oil demand growth by 2030 (mboepd).

Other 1.2m
Shipping 1.0m
Aviation 1.7m
Road 2.5m
Petrochem 3.2m

Growth 9.6m
Source: Int Energy Agency.

Weighing up options re reducing debt load of £2.3bn. Raising cash via a placing or rights or bringing in a partner to finance the bulk of the money while PMO operates the field. PMO is one of 4 vying for Chevrons fields. Ineos looks to have dropped out despite paying £300m for exclusive rights to sales talks.

A defeat of 100 or less in Tues 'meaningful' vote will be seen as a pyrric victory for the PM.
However this will not stop Corbin tabling a vote of no confidence in the Govt possibly immediately following the vote however there would be no time to hold an election before March 29, leading to hopes of referendum no 2.
This wk is going to be one of the most turbulent in Parliamentary history.
Whatever the result May is expected to win the no confidence vote and stagger on as a lame duck hoping for an olive branch or two she could bring back from the apparatchiks in Brussels.
A defeat of 100 or less in Tues 'meaningful' vote will be seen as a pyrric victory for the PM.
However this will not stop Corbin tabling a vote of no confidence in the Govt possibly immediately following the vote however there would be no time to hold an election before March 29, leading to hopes of referendum no 2.
This wk is going to be one of the most turbulent in Parliamentary history.
Whatever the result May is expected to win the no confidence vote and stagger on as a lame duck hoping for an olive branch or two she could bring back from the apparatchiks in Brussels.

Mrkts are down across Asia at the start of wk3 as poor China export data and a weakening economy
sends stocks lower. US imports rose just 0.7% over 2017 encouraging importers to buy non US goods tariff free.

TK is closed. HK is down over 380 led lower by Tencent (-3%) & CNOOC (-4%) while in SK (-14) chips are down and in Taiwan (-63) semi conductor stocks are hit.

The nos:- Oil $ 59.80. Gold $1292. £$ 1.285. £€ 1.119.
FF -34. DF -200.
Morning all.

Genel RI might get past the iis but I very much doubt pis would be keen to invest unless it was at a substantial discount, perhaps at c.170 / 160.
With only 280m issued there is scope but one would need to be persuaded of the terms.
1 for 1 or 2 for 5 etc..it can be a minefield.
In effect as a holder in G you must decide whether Gs old shares are under-or over- valued before deciding.

Can't see that happening and as you say Boyo it would need some guarantees to persuade pis of the need to raise cash and to use profitably. Do we really need to? I see no pressing reason outside of an acquisition that must be earning enhancing immediately, no HUR or Sound Enrgy pie in the sky nonsense.

I for one would not support a RI (if I was invstd) as present management are not proactive enough for me for as you rightly say 'wots in it for me Guv?'
At this price G is in limboland hardly a go-go stock just battered around the 180-220 and i'd imagine the mrkt would take a dim view of an RI.

From memory RI rarely turn out well for invstrs. I have supported RI & IPO in a couple and the stock price sank below the offer pretty soon after.

It might be seen as opportunistic so beware those come bearing gifts.

That 198 no is the sp for close of business on Tues......not the Friday Club comp. So far am the only one in...

A bit of fun. I'm going for 198. Any other takers?

Do I detect some bearishness creeping into posts? The bare now will be good but as ever how the mrkt interprets them will be crucial. Should it be neutral they can always fall back on...12-18 months ahead bullshit which for some reason pis swallow!

Greatest UK sportsman ever, the next PM, Pope the second coming of christ and Gordon Bennett!!

Good or bad im gonna have one anyway as hopefully ill have a little skin in the game...

PS...if anyone is interested as to why I staked 90% of my capital on that blood thing which no-one wanted (to date), there is a video of the analyser in action on the Sphere Medical web site. Press the 3 bars on the right then press Proxima and scroll down to the video. Was I crazy?

Good call bunks...how many times is that you've nicked the Cup?...And 2nd place rosette for year end comp sp to boot.

Time you retired...heh heh heh!!
Lots of interesting posts on Fri above usual vols...Tue being the main focus. So is there a rabbit up the bods sleeve?
The bare nos look too well trailed so any disappointment on those could spoil my 'bolly on ice' lunchtime party down the pub.

Wk2 wrap.

London
Ffse fell 25 on Friday as sterling edged higher on worries over Brexit delays & a slowing economy into Nov Q.
The ytd nos:--
Ftse +190 (+3%)
All +122 (+3%)
250 +1240 (+7%)

NY
US nos slipped on Fri ending a flat session. Next wk sees the start of the earnings season by the Banks.
Ytd nos:-
Dow +668 (+3%)
500 +89 (+4%)
NSDQ +336 (+5%)
R2000 +99 (+7%)

Asia
Reacted well to the Fed's conciliatory rates talk and the progress on US-China trade. All mrkts were up across the region on Fri.
Ytd nos:-
TK +345 (+2%)
HK +821 (+3%)
SH +60 (+2%)

G +25 (+14%)
Gkp +31 (+17%)
DNO +2.54 (+16%)
Oil + $6.40 (+12%)

Gold +$3 (+0.25%)

Morning all have a good one and some 'bolly' drinking on Tuesday.

You called that right H..after costs you might be slightly ahead? No harm in spreading risk as long as your not spreading pfofits which is easy to do if your not very careful. Never much bothered with PMO I don't like deep sea divers but will cheer from the sidelines as both head north.