Member Info for JohnLewis79

Klassic 228 W/hat 258 Bland 265 JL 277 Sparky 280 Bobblic 282 Without 289 Mark88 291 Bunks 299 H 305 Ocelot 310 Rangnor 339

Change your profession! People should read the full article. But heh its a free country...supposedly.

Well it is the silly season " Tories to lead inquiry into Mr Johnson." He refuses and rightly so to apologise for expressing his opinion on wearing of the Burka. Seems the Supply Teacher and her cadre of lefty intolerant remainers conveniently forget Kenneth Clark calling the burka "a peculiar kind of bag." Since when have the Tory Party been against free speech, for censure and for recriminations? Methinks this is a political train being boarded by anti -Johnsonites as a means of having him thrown out of the Party thus killing off any No10 ambitions. That will fail. I reckon the majority of the British public back 'burka' Boris and the covering of ones face in public should be outlawed. Do not motorcyclists have to remove helmets entering a Bank? The Govt would be better employed focussing on the anti-Semitic stance of Cobinistas in the labour party than wasting time on much ado about bloody nothing! As some wag on the radio said "Je suis Boris!" & on this so am I.

The rot started in Asia 2/3 down (SH up) and cont in London with N.Y ending the session off nearly 1% on Friday. The global sell off was part fuelled by the currency crisis in Turkey (Lira falls 20% v $) which could spread into a full blown currency crisis as Trump boubles tariffs on metal imports and of course China worries. Both the Dow and S&P booked weekly losses (0.6%) the Nsdq gaining 0.4%. The fear index jumped 19% to 13.41. London tracked Asia and fell from the bell on Turkey news, sterling weakness (£$ 1.2757), HOF hitting retailers ( Next & M&S off 1%) and Banks all lower (0.6%-2%) across the board. Economic news, UK growth (GDP) of (0.4%) / 3 months to June was discounted. Ftse booked a small gain on the week as did the All & 250. The nos: Oil $72.96 --- Vix 13.16 --- £$ 1.2768 --- £€ 1.1181 --- Gold $1219 --- Coin $ 6105 --- G +6 --- Gkp +18 Both on wk. Have a good wk/end G men.

$72.56... sometimes it works for us, some days it don't. I don't get miffed on the OP v G sp correlation if there ever was one....outside of our sales through the mrkt which falls to the bottom line dependent on the price. As long as we can sell through our usual lines I see no problem on the production front in the medium term. Let's face it, in this region 3 years ago you wouldn't predict the sun coming up! We are well past those dark days giving us clarity on investments in gas & oil in BB & Miran. I can't comment on Turkey as the geo politics of the region bores me stiff, though for sure has a bearing on our future development but for chrisssakes its been ever so. We have muddled through some very very desperate days for the Kurd region healthier and more focussed than ever before, thanks to past / present management. It's to everyone's interest to keep the record spinning!

Shareholders equity was £110m / assets £946m / liabilities £836m+ year ending 2017. MF had 30% of the stock.

Mike Ashley offers £90m for HOF.

Ftse off 46 as Dow called 120 down, oil $71.83.

Only £135m in value separates G & Gkp now. One must wonder at the way share prices have been mirroring each other for a good 3 months now. Is this pure coincidence or are other moves being planned, like a merger of equals?

Reels as HOF calls in the Administrators who will try and rescue parts of the business. Seventeen thousand jobs are at risk.

Autonomy, Gas plans for BB & M will be submitted to the MNR in H2. Genel is ready to progress the upstream.

London's 4 day win streak came to an end as a number of big caps went xd (RDSB, DIAGEO & GSK). Sterling slipped lower ($1.288) a near 12 month low & some Co results disappoint. TUIAG (lower bookings) sent the stock 8% lower at one time, Card Factory off 9% & BTG (med devices) took a hit on US reg approval being denied for the second time. Cineworld added 11% on summer blockbusters pulling in punters and Fresnillo up 4% got a shot in the arm from the Gold price. The ftse closed down 35 (7742) the 250 added 36 (20806) & Aim put on 5 (1089) sending the All Aim up c.4% ytd. In N.Y. a plus opening was soon seen off on trade concerns, energy, financials and industrials all pulled the Dow lower closing down 74 (25509), the S&P down 4 (25509) late on. The Dow is up 3% ytd. Techs rose 3 for the 8th straight + session (7892) despite Seagate taking a 7% hit on broker downgrade. This was the Co that near finished me off years ago by infringing Rodime disc drive patents. The US Supreme Court of Appeal finally ruled in favour of Rodime after a 10 year battle through the US court system. By then the stock £10 at one time was 1.25p. T.Hemmings reversed his interests into Rodime which became Sportech which saved me from a fate worse than death. All 3 of the main Asia mrkts are lower ytd.....today being no exception as all 3 are down late afternoon. In TK 2Q GDP nos came in better than expected but had no impact on mrkt sentiment. Samsung dragged S.Korea lower on poor reception for its Galaxy Note 9 handset. Taiwan & Singapore all lower. The nos: Oil $72.07, Gold $1212 £$1.2834, Bcon $6496 Vix 11.27 & FF 10 lower at open. Morning one'n all.

Sell Gkp buy G day? Heh heh heh!

Natural reaction JFT most of us get p***** off when sp's do the opposite of what we expect or worse fly in the face of excellent nos by backtracking or going down. No rhyme or reason for it imo just today's view, tomorrow will have a diff spin no doubt. Remember if you can buy on the dips this will put your avc down and in 6 months when the sp is well over 300 you'll have forgotten cussing the stock price. The drop from £10 had much to do with not getting paid and ISIS troubles so hardly G's fault. Look on any sp weakness as a buying opportunity as you know your buying well below nav at a low P/er and low P/ts. I suspect the mrkt is well aware of Gs attractions but for unfathomable reasons is holding the stock in this range which of course is great for buyers but not sellers.

Brexit worries continued to dog the £(1.2907 mid session) which provided a boost for London big cap stocks. The ftse climbing for the 4th session & a 2 month high was up 70 at midday in contrast to the CAC & DAX bogged down by trade concerns. Bcon was hammered ($6487) when the SEC delayed a decision on whether to approve EFT status till Sept. Movers were the Pru up c.4% on Interims ahead by 9%, Glencore u/c on record H1 profits but PP/Betfair tanking 580 on poor outlook in H2. All share, 250 & S/caps moved higher, Aim off just 2 points while the 100 added 58 to (7777) and ytd the 100 has snuck up 1.2% In the US stocks were marginally lower as 2Q earnings season winds down as over 80% of the 500 have now reported. updates at Q3 sometime in late Oct'18. Dow closed down 45 (25584) the Nsdq putting on 5 (7888) and 50 shy of its all time high. Some disappointing nos from Walt Disney, shares down 2.5% and Snap inc (user decline) took the shine of an otherwise solid days trading which saw Tesla fall 2.5% on doubts about financing his offer to delist. Energy & industrials were mostly lower on the sagging OP. McDonald's topped the up board, Disney the down board. On the trade front the US completed a list of $16bn of 25% tariffs on China imports which to date amount to $50bn with another $200bn in the pipeline. Beijing have lined up $110bn of tariffs on US imports. The Bears have logged onto the S&P 500 price/sales chart which is mirroring that of 2000 but is now 2x as expensive and adds fuel to their view that the cont upward move for stocks is unsustainable. Q3 nos will be good but not as good as Q2, so predict market watchers. Late on more trade tensions with Russia won't help mrkts not that they are much bothered. In Asia trade worries, a lower oil price and a stronger yen pulled back Tokyo off 44 while SH gained 50 on demand cont strong in the local economy despite inflation nos coming in higher. Consumer and cyclicals to the fore. HK was up 266 on local factors late on. The nos: Oil $72.50 --- Gold $1215 £$ 1.288 --- Coin $6330 --- Vix 10.8 FF +34 & DF +8. Morning all.

Was it a sell G buy Gkp day? 180k more buys than sells and we finish 12 (4%) down on the session and Gkp finish 12 up! Mind you those are lse figs so take with a pinch of salt! Perhaps yesterday was a tad euphoric and we'll have to reign in our expectations down the road. Whatever if you have 'spare' I hope your buying on the dips as imo this is certainly one of the best undervalued stocks in London and in a sector expected to outperform for the foreseeable future. Oil trading at $71.93.c.4% down atm confounding the bulls.

Are you guys day trading?

Gkp at 350 will match our mrkt cap of £802m. They have c 50m less shares outstanding which obviously helps.

Gkp jumped early current up 11 283...

This morning is very much "after the Lord Mayors Show" as vols and bargains gave dried up. Kinda expected after yesterdays 1688 bargains on 3.222m traded which was exceptional. Lets get over the indigestion first before the next leg up to 330+. Y/E nos could be ballpark revs of $423m on consistent % increase achieved H1.