Member Info for JohnLewis79

Director dealings in the ordinary shares of Idea resulting from share options. See RBS for a fuller explanation. However the upshot is that Messrs Spenceley, Kent , Dorks increased their holdings while J.Wearing reduced his.

Gkp results out...$14m profit...

Trump looks like delaying his response to Syrian atrocities...Could be 72 hours or more. Asia is mixed Tokyo off 60 HK +232 & Shanghai up 30 still not quite believing Chinas roll over on Trumps aggressive grandstanding on we'll tax everyone. Zuckerberg was infront of the 'beaks' (odd looking bunch) He has much to answer for like...."what hotel did you stay at last night?"......nudge, nudge wink, wink - not T Tower by any chance? FB added 4% ($165) it's best one day rise in 2 years as Mark owns up..."all down to me Guv" so whatcha gonna do?

Despite positive comments in the IC on the Medforce acquisition... " we don't expect the acceleration to tail off...some chunky institutional sells went through at 109. I don't read much into it. Could just be profit taking after a good run and sit on cash while Trump decides his next move in Syria. No move in the sp just widened the spread. The 350T added 6 but off days high, Mfocus and Sage up 9&7 respectively. In the US the volatile Nsdq had a good day up 144 but off highs as both the Dow and S&P fell away at close.

London latched on to a strong session in Asia opening nicely up XI's soothing words on tariffs, duty cuts and to speed up access to the insurance sector helped sentiment. Miners were much in demand - Anglo +5% - BHP up 3.5% though utilities were dumped as investors moved out of defensives. Centrica -1.3% United Utiliity -3% as BG announced another hike in energy prices. O...lies had a good day on ME tensions (sanctions on Iran) and S.Arabia favouring extending supply cuts to 2019, BP added 12 to (505) and 'never sell' Shell 47 up to (2419). Sterling moved to a 2wk high as a BOE official said there should be no delay in raising rates. On the political front Trump and his advisors have started to lay the groundwork for a possible strike against the Assad regime. The US has moved a battleship into the Med. Talks with Britain and France are on going re the Syrian situation. London finished at 7267 (+72) the 250 up 192 (19675) & the s/caps 39 better at (5676). Across the pond the Dow was racing up - over 500 briefly boosted by XI's moderate tone, the oil price rise ($65.27) - energy stocks Exxon & Chevron benefitting and 28/30 Dow components in the blue, 9/11 S&P sectors higher and the volatile techs up 144 to (7094) a 3% ytd gain. In the last hour gains were severely trimmed on news of the FIB raiding D.Trumps lawyer offices. With on going investigations into Russian 'meddlings' and Stormy 'hush money' Daniels co:operating with the FBI, Trumps has more than enough on his plate. The nos: Oil $70.77 - Gold $1340 - Vix 20.4 £$ 1.42 - £€ 1.15 - Bcon $6775 - Silva $16.58 - FF (-20) & DF (-95). Kurd o...lies were mixed Gkp u/c, DNO off a tad and G knocked 9 which was probably down to some old fashioned profit taking. I read no more than that into it. Good morning all.

As ever twitchy investors glued to the penny moves on the sp. Blimey get a life i say...Its a long game as much as we like to know why this, that or the other is moving the sp. Ok i have zero at risk in G compared to other lths so I understand their skittishness. Those of a nervous disposition should bank profits....those of a hardier Dna should stay the course. He said...they said...rudaw reported....don't do it for me. Tough it out i say.

Shorter csmu exacting revenge for spoiling their ' pension monies' last few months?..heh heh!

Sunderland City council adds Ideas Pentana audit software to monitor strategic & operational performance throughout the Council.

I agree Greg this fall prompted by Syria and sell now ask questions later.

Oil production costs below sector average ($7) should boost shareholder returns yet the $37bn debt burden has been a drag on the sp which lags Shell. Threats are with Russian connection (Rosneft stake) and the politicos and further costs re Deep Water Horizon. On the plus side they are replacing reserves at over 100% and a 'break-even' at $47/b. Expansion into Omani shale will ramp up this year. Aint that just across the road from Somalia?

story swerved the stock. I refer to Avanti now an administration candidate as it seeks ever more money from holders for its near worthless stock. My very clever mate had a drawer full of these up in the 250's.....currently 6 and you can subscribe at 11. Two reasons i didnt follow him in, a) couldnt get my head around the revenue stream/aspect and b) Directors had diddly squat invested. You know where my money landed up.

London a touch better the ftse +11 on news that US officials intimated that any penalties on Beijing are not imminent even as China was talking tough. Rolls were on a roll adding 1% on Euro sales and Evraz as (steel & mining) tanked 14% on its Russian connection as more Russian cos come under the spotlight - Polymetal down 18% and Glencore off 3% on broker note. UK house prices came in above expectations up 2.7% topping consensus of 2.1%. Last few weeks policy uncertainties, protectionist measures and Trump tweets have driven mrkts with the Fed looming in the background ready to raise rates. As the Fed lowered rates and bought bonds this contributed massively to the rally in equities these last 10years. This as we know is now changing. In further moves President XI Jumping is not expected to offer an olive branch to Wall St traders on intellectual property rights or access for foreign companies to Chinese mrkts when he speaks at the Boao forum, their equiv of Davos. This is against the run of play as its said China has little to fear from US tariffs - ie their exports to the US are 18% of its global reach and amount to just 6.5% of its $2.3 trillion export sales. Are they worried? As London closed the Dow was up over 300 led up by the usual suspects and a move of over 1%. To date on the S&P there have been 30 moves of 1% or more the highest volatility since 2009 and the Nsdq even more as Vix has doubled and retreated to below 20 this year. The afternoon crowd sold into the morning rise and pulled back to close just 46 up at 23979. Asia was on the front foot after XI Jinping reassured investors that contrary to reports he intends to significantly broaden markets to foreign countries and has no wish for a damaging trade war with America. Tokyo (+150) HK (+344) & Shanghai up 15 lead to a better start in London (+50). The nos: Oil $68.99 - Gold $1334 - Vix 21.77 - £$1.413 - £€ 1.147 - Bcon $7026 & DF (+340). Morning all.

Little change to the sp..whose surprised? That's fine...I tell myself....I'm in for the long haul --well for today and tomorrow! I jest of course. I have passed on several multi baggers in days past through being impatient. I dont intend to make that mistake here! Initially I pencilled in 3 years to hopefully double my money so two to go and on track.

Cannot remember the nos of G free float shares which are available to the public. From memory its unlikely to be much over 20m+? This year investors have piled in and the FF might be a lot less. Give you two examples. of how the ff impacts. i)Coca Cola which has billions outstanding rarely trades above 7 million a day as its a Mom 'n Pop stock is tightly held by Coke drinkers, Warren Buffett especially who has 200m in his back pocket. ii) Bank of America (little allegiance) trades 300m on average a day - the ff c.10bn so in theory every share of BOA finds a new owner every 30/35 days. iii) Buffets Berkshire Hathaway is c.1000 days from memory...that's dedication for you -- or as I'd rather believe I'm backing him cos I earn more than he does! He's a right cheapskate paying himself a measly $100k a year...check that Sorrrell!!...you and your £70m annual dividend. If you had bought 1 share in BH back in the day when Buffet bought BH and let's face it very few people did - that 1share is worth c.$300k today for an original outlay of c.$20. Yes $300.000 for one share! Back then you were backing the man -- you cannot do that nowdays, the nearest would have been Wolfson of Next fame...10p in the 80's that was a good'un or Hayward £10 in noughties a bloody disaster - heh heh heh!

I agree the free float which in G's case aint much. Dont forget the iis are more than wlliing to loan out stock to shorters/buyers...aint that a surprise.....which will keep the vol and sp ticking over. These 10 daily ups are worrying me.....NICELY!

I make the ROA nearer 17% Hasiba which is still not great. I guess it very much depends what nos you use. In my reckoning its net income/cash attributed to holders div by shareholder funds. As for ROCE I can make a case for 20% - 29% - & 33%. At the moment the mrkt is valuing G in a manner I'm unfamiliar with, it may be purely on vol trading that's pushing the stock up daily? Whatever - i never knew how they valued us going down... so same applies going up I guess? Best not to enquire too closely ket the trend....an' all that...

Dows fall overdone Asian stocks in the blue and London called 35 better at kick off.

Syrian gas atrocity might put a break on things. A big price to pay warns Trumpton...but first let's have a UN security chatathon!

JL 184 - bunks 185 - bobby-s 188 - Klassic 189 - sparky 190 - snapdog 191 - Lem 192 - Tartine 195 - Hasiba 196 - without 198 - broadband 200 - givetheinfo 203 - ocelot 215 - H 230 - chops 234 -

London looks much better this morning (+30) on the view that US investors over reacted to global trade news. Asian investors agree and are looking at the economic nos, first and foremost inflation data in China & US due out on Wednesday. Tokyo was bouyed by Trump tweeting on Sunday that he ecpects "China to lower trade barriers and the US will reciorocate by cutting taxes."Great future for both countries" Despite a choppy start to the week Tokyo has been climbing after lunch led by the techs -Samsung in particular and is currently 160 ahead. HK up 526 and China added 12 with other Asian bourses Taiwan and S.Korea gaining. The nos: Oil $67.37 - Gold $1332 - Vix 21.49 - £$ 1.409 - £€ 1.148 - Bcon$ 6899 - DF (+190) Morning all.