Member Info for JohnLewis79

Stocks on the Street slipped back overnight amid falling techs and how investor enthusiasm for Ai has contributed to stretched valuations in the mrkts.

The major averages climbed off their worst levels despite a particularly steep drop on the Nsdq which fell 336. On the Dow 17/30 gained led by Verizon, Cisco, & Chevron. Salesforce off $14 at $196 led the fallers IBM, Msoft & Nvidia.

Of note Walmart ($127) hit a $1tn valuation fuelled by e-commerce and new business climbing into 12th place on the global board of largest companies. New boss John Furner has been credited with much of the companies success this year. Nvidia valued at $4•390tn tops the league of largest global companies followed by Google & Apple.

Meanwhile gold stocks saw considerable strength due to a significant rebound in precious metals. Gold is trading at record highs of $5075 after the US Navy shot down an Iranian drone in the Arabian Sea. Gold has been a star performer this year up 18% and 77% over 1 year. The slide in silver was even more pronounced, having jumped by 250% over a year to $120 crashed 31% across 2 days to $80 due in part to profit taking in China.

Oils ($68) were better on supply concerns and continued tension in the ME despite US production falling for the 4th week in a row to 13•69m bopd. A survey of 34 analysts conducted in Dec forecast Brent would average $61•27 in 2026. Currently Brent is up 11•5% this year despite a well supplied mrkt with demand struggling to keep pace.

Nyse data

Issues 2831

Advances 1478

Declines 1279

U/c 74

NH 281

NL 127

T/vol(tn) 1•50

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

DJ -167 (49,241)

SP -59 (6918)

NS -400 (25,339)

R2 -1 (1565)

WTI $64

10ytb 4•277%

----------

MSCI(W) -15 (4523)

Gold Bugs +35 (815)

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

Latest :- Vix 18. Brent $68.

Gold $5064. Copper $6•041.

Palm $1050. Silver $86•860.

$1•372. €1•159.

FF +9. DF +120.

Morning all.

More than likely Roger. Got evens on the Spanish kid v Joko so made a good few quid for a change!

I agree with you Solomon. Nothing like a Director putting his money where his mouth is!! Afterall thats showing pis hes prepared to risk his money along with ours!

Anyone spot those 2 trades of 53,900 at 1330p yesterday? Little response so far. At times this stock behaves like a ftse 100 company.

The 1560p Jan 9th record close is a distant memory as the shares fell to an intra-day low of c.1200 in late Jan. Since recovered to 1315 this morning. The ftse all aim index is up 6% while MSi is down 8% to date so nothing out of the ordinary for a small cap Aim counter.

Re-organisation hopes could well kick start the next leg up if the company succeeds in selling our petrol stations and ancillary businesses before the end of the financial year.

The company has already turned down one financial offer and seeks a trade buyer. Discussions are on'going but nothing on the value MSi requires. At the last count the non defence generated c.£35m in revenues which could support c.£4m in profits or a valuation of c.£50m (pure guess). We shall see.

Signs of de-escalating tensions between the US & Iran overnight cheered investors. Reports suggested Iran is prepared to negotiate with the US over its nuclear program or what's left of it. Trump's armada continues to steam towards the Persian Gulf.

Trump also said he had reached an oil trade deal with India though it was light on detail given Russia's co:operation with India. A report also showed manufacturing activity in the US unexpectedly expanded for the first time in 12 months in January.

Stocks moved higher yesterday the Dow posting a standout gain as a rally in memory chip makers powered a re'bound among big tech. Sandisk jumped 16%, Seagate added 6% & Western Digital rose 8%. Apple gained $9 to $267 on news the company plans to expand operations in India.

The Dow saw 23/30 stocks end up on the session. Caterpillar stood out climbing $34 to $691 a record high. Walmart, Apple & Visa were also on buyers lists. Losing ground Disney fell $8 to $104 well off its 2021 record $197. Nvidia, Chevron & Msoft were left propping up the laggards.

Gold & Silver prices have continued to fall in a brutal sell off after posting records earlier in the week. Gold hit $5561 and silver $118 on Jan 28th. The dramatic reversal in sentiment that sent prices to records has surprised many by the speed of the drops.

Spot gold recorded its bigest 1 day drop since 1983 falling 9% while silver plunged 27%. Prices have recovered somewhat today to $4813 & $83. Analysts said a change in trading requirements making it more expensive to speculate in precious metals was also partly to blame for the falls.

Nyse data

Issues 2846

Advances 1615

Declines 1141

U/c 90

NH 166

NL 73

T/vol(tn) 1•40

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

DJ +515 (49,408)

SP +37 (6976)

NS +186 (25,739)

R2 +17 (1566)

WTI $62

10ytb 4•288%

-----------

MSCI(W) +11 (4538)

Gold Bugs u/c (781)

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

Latest :- Vix 16. Brent $66.

Gold $4890. Copper $5•906.

Palm $1061. Silver $84.515.

$1•369. €1•159.

FF +5. DF +40.

Morning all.

Wrong bloody board again!!

At the H/Y report on 19/11/ 2025 Jet 2 reported record passenger nos, profits and EPS. On that date the shares traded at 1350p some c.125p better than present.

This year the board will report F/Y nos in early July and are expected to beat last years, increasing the dividend and retaining a healthy cash balance. Analysts remain optimistic about Jet2s mid to long-term growth as the company expands into new territories with Gatwick coming on stream shortly.

Jet2 hit an intra-day high of 1455 on Jan 7th some 18% higher than today. I've learnt by experience never to chase a falling share. However its very difficult not to add a few at this bargain price, so picked up a few at 1238 'ish hoping im in at or near the bottom.

Asian mrkts are trading lower at the start of wk 5 after negative cues from Wall St on Friday (the Dow off 170). In Tokyo the 225 was trading above the 53,400 level led by autos & exporters until sentiment turned sour in late morning trade.

Sellers appeared en masse to snatch profits taking the market down over 500 near close despite news that Japan bounced into expansion territory in Jan. Losses were seen in Sumitomo Metals, and ZOZO off 7% each while Ebara, Kawasaki Heavy & Sumitomo Electric climbed around 5%-7%.

Elsewhere in Asia in late afternoon trading HK tumbles 810 and Shanghai off 73 following falls in Tokyo which closed down 651 the low for the day. Big losses were seen in Jakarta off 5%, South Korea 5%, Taiwan 2% & Sydney 1%.

Negative sentiment & profit taking among investors in the big trading exchanges were mostly responsible for the falls. Pan Pacifica stocks were lower in directionless trade and KL is closed for a national holiday.

Gold & Silver futures continued to extend losses for the 3rd consecutive session as the USD firmed.

In early dealings Gold trades down $324 at $4565 and silver off 4 at $74.

Latest :- Vix 17. Brent $66.

Gold $4404. Copper $5•674.

Palm $1060. Silver $73•675.

$1•366. €1•153. 10ytb 4•22%

FF -70. DF -460.

Morning all.

Morning Roger /all. I'm coming round to think the best solution for MSi holders (inc the board) is for them to seek a buyer for the defense business asap after selling the petrols etc....

A pure defense + the cash pile might attract some of the mid cap companies to make an offer for a well run debt free business with many global contacts. I doubt any 'war' premium has been factored in here given the firms low visibility.

Morning all.

as to msi's future share price i have no idea. very much in the lap of the god's. i tend to rely on basic fundamentals and prefer to buy stocks of companies with under 100m shares outstanding with the prospect of paying a dividend. always better to be paid for risking your money!

i remember years ago ringing up my fathers broker for the first time in a ****y manner asking to buy stock in xyz company thinking 100 would be a big deal. certainly sir, came the reply "would 1 million be alright?"

that took the wind out of my sails as i spluttered er.. no, just 100 please.

one's choice is massive in such a big market as london so i guess if your mostly interested in retailers you'll be buying m&s, next etc... i decided on msi which didn't have billions in issue for a then penny stock, was attractively priced and paid a dividend with take-over prospects in for free. main disadvantage its an aim stock and the board rightly or wrongly were reluctant to promote the company. shore capital might change their outlook now.

Correction 'gold' should read UP $571 ytd not DOWN!

Morning chillphill I'm not one to give investment advice (I can't give myself a decent tip) but one thing I believe it's better to buy a stock thats going up than averaging one going down!

MSi shares have been on an upward path since 2020'ish and I have 'averaged up' on many occasions. At current 1290 I see little prospect of me averaging down anytime soon!

Global mrkts were unsettled and ended lower yesterday as all of the 'big4' indexes closed in the red. China's Securities Times warned investors of speculative trading. Tariff worries returned after Trump threatened Canada with a 50% tariff on all aircraft sold in the US. He also signed an executive order that would impose a tariff on any goods from Cuba.

Markets in Asia closed the week mixed to slightly better. The 225 ended 524 down, the SHCOMP 7 better, Hong Kong 649 to the good and Sydney up 9. On a ytd basis all the major Eastern mrkts are up except Indonesia down 4%.

The USD ended higher as US lawmakers reached an agreement to avoid a Govt shutdown. Gold & Silver extended losses to dip below $5200 and $85 as traders booked profits after the record highs seen earlier this week.

US stocks fell back after Msoft reported slower growth in its cloud business and Apple warned of higher chip prices impacting profits. Tesla's annual profits plunged to their lowest level since the pandemic with net income dropping over 45% and losing its crown as the world's bigest EV maker to Chinas BYD. Despite financial setbacks investors maintain their confidence in Musk for his vision for robotaxi services, which he expects will capture 70% of the global self driving cars mrkts in the next decade.

Gold suffered its bigest slide in 40 years in a stark reversal of the rally that took prices to all-time highs. The sell off swept through the broader metals markets leaving silver off $14 for the year and gold down $571 ytd. Many see the sell off as a natural reaction to investors over exuberance. Yet investors and Central Banks continue to favour gold as their reserve currency of choice.

Signs of political stability in the US has dampened demand for precious metals which still remain the most sought after liquid asset for Funds & private investors.

Nyse data

Issues 2836

Advances 1162

Declines 1584

U/c 90

NH 95

NL 70

T/vol(tn) 1•8

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

DJ -179 (48,892)

SP -30 (6939)

NS -332 (25,552)

R2 -11 (1549)

WTI $66

10ytb 4•238%

----------

MSCI(W) -19 (4528)

Gold Bugs -112 (781)

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

Latest :- Vix 17. Brent $70.

Gold $4889. Copper $5•967.

Palm $1055. Silver $85•250.

$1•369. €1•155.

FF +11. DF -43.

Morning all.

We all know Jet2 (c.1260) is a very profitable company. delivering operating profits of £718m on £5•34bn revenues last time. Brokers s/p forecasts are mostly over 1800 so significant upside from here. Gatwick to kick in possibly mid to late 2028 will boost revs and earnings. Very oversold imo a great entry point for newcomers.

I've seen brokers forecasts for 2030 at over 9500p so make of that what you will!

Regardless Jet2 remains one of the most undervalued shares on the London market. I continue to add when funds permit.

Ftse All-Share Index Ranking (guide) as at close Jan 23, 2026.

1) HSBC £211 bn.

2) AZ £210 bn.

3) Shell £153 bn.

4) BNC £134 bn.

5) BHP £125 bn.

100) Croda £3•8 bn.

200) GP Estates £1•4 bn.

450= MSi £221m

562= RTC group £12•7m.

Wall St was dragged down by tumbling tech stocks after software giant Msoft plummeted amid slowing cloud computing growth and disappointing guidance. The stock fell $48 to $434 wiping $357bn off the companies value pushing it into 4th place on the bigest companies league table with a mrkt cap of $3•219tn. The negativity wasn't universal as a few analysts have buy ratings on the stock.

The Dow pulled out of an early 650 points slump to close the session up 56. Msoft led the (8) decliners with Salesforce, Boeing & Home Depot. Heading the risers IBM rose $15 to $309 with Caterpillar & JPMC leading the rest.

Meta confounds the doubters with a Q4 earnings topping Wall's estimates. The company issued a revenue guide of 30% Y-O-Y growth rate blowing away Wall's forecasts. With a p/e of 24 Meta is the cheapest of the 'Mag 7's priced at $738 up 14% ytd.

News of the US trade deficit of $57bn with its global trading partners was expected and had little impact as gains in the energy sector due to a jump in crude prices limited stock losses. US crude rose more than 3% yesterday to $65, a 4 month high as Trump weighed military action against Iran. Gold and silver prices slumped on profit taking and a stronger USD. Gold last traded at $5158 down $221, silver at $109 after intra-day high of $118.

Trump is expected to pick Kevin Warsh an acolyte of the his to succeed Powell as the new Fed Chairman following an 11 candidate selection process. He will announce the winner on Friday.

Nyse data

Issues 2842

Advances 1576

Declines 1159

U/c 107

NH 254

NL 80

T/vol(tn) 1•5

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

DJ +56 (49,072)

SP -9 (6969)

NS -138 (25,884)

R2 +10 (1560)

WTI $64

10ytb 4•272%

-----------

MSCI(W) -6 (4546)

Gold Bugs -35 (894)

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

Latest :- Vix 17. Brent $69.

Gold $5165. Copper $6024.

Palm $1072. Silver $110•905

$1•375. €1•153.

FF +4. DF -302.

Morning all.

Asian mrkts are lower in morning trade as investors remain concerned about the looming threat of war in the ME as Iran rejected nuclear talks. A massive US armada led by the USS Abraham Lincoln is steaming towards the region.

Trump issued an ultimatum to Iran asking them to come to the table "before its too late". He warned that if Iran fails to comply a US attack will be far worse than the 2025 attacks.

The Fed as expected decided to leave int rates unchanged until Powell steps down in May. Well trailed the Dow ended the session little changed as investors concentrated on the Iran situation. The big board provided little action with 14/30 stocks gaining led by UHG, Nvidia & J&J.

Honeywell, Amgen and Nike propped up the laggards.

Gold surged an astonishing $230 per ounce to $5447 in early dealings. That was the largest single day dollar rise in history. Gold now trades around the clock. Long'term buyers are paying for protection against currency volatility, policy surprises and geo political shocks while short termers are chasing momentum fearing being the last one at the table. Silver trades at new highs of $120 up 69% to date due to persistent demand.

Seagate Technologies (disc drives/data storage) was the bigest gainer on the 500 after posting higher 2Q profits. Stock put on $78 to $450. You could have bought Seagate for $11 in 2002. On the losing end of the 'street' Amphenol ($146) tumbled 12% despite topping forecasts and Apple slipped $5 to $255 ahead of their Q1 nos today on 40m traded.

Nyse data

Issues 2851

Advances 1086

Declines 1674

U/c 91

NH 220

NL 55

T/vol(tn) 1•22

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

DJ +12 (49,016)

SP -1 (6978)

NS +83 (26,023)

R2 -7 (1551)

10ytb 4•269%

WTI $64

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

MSCI(W) -8 (4553)

Gold Bugs +25 (929) R

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

Latest :- Vix 16. Brent $68.

Gold $5584. Copper $6•270.

Palm $1071. Silver $120•00.

$1•384. €1•154.

FF +28. DF -10.

Morning all.

Hope your right aspers! Very undervalued but nothing in the book says it cannot get cheaper! Next set of f/y nos not till July.

Overdue a change at the top of Jet2 imo. Heapy owns less than 0•5% of the shares so its not as if he can't be dismissed on grounds of poor share price performance..... for starters!

The shares opened the year at 1404 currently thats down 13% despite the ongoing buyback program. Someone needs to feel his collar or have a word in his ear!