Member Info for JohnLewis79

Always good to see Director buying shows faith in the company if the main board have 'skin in the game.'

Currently c.48% of the outstanding is held by major investors led by Kleinwort Hambros Bank's 10•9%. Under 3% inc Gundy, Simmons and Payne.

Wall St ended deep in the red yesterday as blue chip stocks

tumbled over 600 points. Techs were the sole gainers as Nvidia continues to defy the naysayers putting on $86 to $1035. Frothy valuations among the Nsdq big caps and growth stocks are a cause for concern. As is the S&P trading at c.26x earnings way above its historic 19x.

The Dow was dragged lower in part due to Boeing falling $14 to $173 after the plane maker forecast negative free cash flows for 2014 due to sluggish Q2 deliveries to China. Despite the woes of Boeing down 32% this year all 30 of the big board stocks fell. DuPont $79 announced plans to split into 3 separate public Ltd companies and Ticketmaster owner LiveNation ($95) slumped 8% after the Justice Dept along with 30 States and the District of Colombia sued to break up the concert promoter.

On the economic front jobless claims dropped to 215,000 indicating the labour mrkt remained on a firm footing, good news for the economy, bad news for the street.

T/bills moved higher which weighed on the small cap sector and the S&P Global Flash PMI Survey showed US business activity expanded faster than expected in May.

Nyse data

Issues 2886

Advances 446

Declines 2385

U/c 55

NH 84

NL 71

T/vol(bn) 3•9

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

MSCI(W) -19 (3446)

Gold Bugs -6 (272)

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

Latest :- Vix 13. Brent $81.

Gold $2337. Copper $4•801.

Palm $1017. Silver $30•435.

$1•269. €1•174.

FF -71. DF +20.

Morning all.

Say no more the mrkt loves RR atm some say 700 is on the cards. I dunno but ride the current 'love in' my guess a turnaround for RR and other over cooked stock ain't far away. RR could escape on US buying so best keep a beady eye on the shares. I don't like stop losses. See no reason other than to watch and wait.7

Blank the repeat message. I get clumsy after a few!

Must admit as a buyer I'm aways happy to see short term loose holders depart for pastures new. Not that it makes an iota of difference to us long holders.

As you all know sellers never ever dry up, ask Adam and his girl friend Eve they are still counting my MSi certificates but heh ho, that's the price of admission. Must say in this day and age share prices rarely equate to realistic values for money be it more or less. You know it will always be less which gets you on the cycle once again of never ending chasing your tail for that extra few pence on your shares.

Don't bother. It's futile. Squeezing the last drop out of a dried up pomegranate leaves you with a mouthful of indigestible pips. So Ring me on "pick a number' if you think I'm talking "ollocks"

Afternoon all.

Must admit as a buyer I'm aways happy to see short term loose holders depart for pastures new. Not that it makes an iota of difference to us long holders.

As you all know sellers never ever dry up, ask Adam and his girl friend Eve they are still counting my MSi certificates but heh ho, that's the price of admission. Must say in this day and age share prices rarely equate to realistic values for money be it more or less. You know it will always be less which gets you on the cycle once again of never ending chasing your tail for that extra few pence on your shares.

Don't bother. It's futile. Squeezing the last drop out of a dried up pomegranate leaves you with a mouthful of indigestible pips. So Ring me on "pick a number' if you think I'm talking "ollocks"

Afternoon all.

Yea!!! And when is it paid? This year, next year, sometime....???

maybe.... just wish i'd followed you and sold at 307 so's to buy back. i do love an **** about face way of doing things.

Nothing has changed since the trading update in terms of the nos reported. So bulls of Braemar have an opportunity to add at c.275. I foolishly bght higher up the food chain and won't be averaging down. Serve me bloody right!

First off no brownie points for presenting the nos in an incomprehensible sideways fashion! If you want to see how it should be done check Billington F/Y.

Nothing of note to report and its a 50:50 which way the sp goes. My bet is south on well trailed-little-incentive- to- add. Recent large new investors in Braemar might want a word!

Stocks retreated from record highs as rate worries weigh on investors minds. Indexes had been flat throughout the day but following the release of the Fed minutes stocks turned down.

Discouragingly the minutes showed Fed Officials are minded to hold rates for longer saying "it would likely take longer than previously thought" to get rates fully under control and some were willing to raise rates.

The talk of mrkts yesterday to the exclusion of all else was Nvidia's shattering of Wall's forecasts. Profits and revenues skyrocketed 628% and 268% for their most for profitable Q ever, largely driven by Ai and insatiable demand for it's chips, networking hardware and software.

The company also proposed a 10 for 1 stock split (effective June 7) which would trim the sp to c.$105 making it more affordable for holders and employees to buy while maintaining their value.

The stock is up 2,500% in just 5 years, c.20,000% in 10 years and 231,485% since debuting at •41USD in Jan 1999. To put that into context in 2019 Nvidia was valued at $100bn and would be ranked at no 158, today its the 3rd largest global company valued at over $2•35 trillion.

Only Apple and Msoft are worth more. Assuming Nvidia achieves eps targets and continues to trade at 79x the shares are projected to hit $1800 in a years time. Should the multiple fall to 50x the sp would still be $1150.

Nyse data

Issues 2894

Advances 799

Declines 2005

U/c 90

NH 117

NL 47

T/vol(bn) 3•8

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

DJ -202 (39,671)

SP -14 (5307)

NS -9 (18,705)

R2 -9 (1327)

WTI $77

10ytb 4•431%

-----------

MSCI(W) -14 (3466)

Gold Bugs -11 (278)

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

Latest :- Vix 12. Brent $82.

Gold $2366. Copper $4•814.

Palm $980. Silver $30•725.

$1•273. €1•175.

FF +4. DF +60.

Morning all.

At the half way stage deals are better than usual and similar to last weeks which was one of the better ones. Total volume on the week so far exceed 39,000 on 56 trades.

The shares slipped to a low of 940 in the morning on small lot selling by profit takers and impatient investors. Buyers were soon in evidence clocking value in minutes and jumped in pushing the shares back to c.980, later falling back to 950-980 at close. The 1000 'roundophobia' number looms large. I don't think it's a barrier.

Incidentally the low MSi share price occurred on the 26th, May '03 at 442. I missed the low through thinking sub 400 was on the cards, that turned out not to be so but I bought some at 460 which subsequently has become a great entry price. I've been averaging up since which as you know is preferable to averaging down.

The following week saw buyers return in force the shares jumped 100 that week and continued upwards throughout H2 ending the year at 860-900. Since, the gains have not been as stellar but we will be in a much better position to assess the future following the F/Y nos and outlook into 2024/5.

Evening all.

2 late reported trades from yesterday a 40,000 at 308 and 70,000 also at 308 were both buys I believe.

An uneventful session on Wall St yesterday saw the major averages bounce around the +/- line. At the close the 500 and Nsdq had posted new records as both indexes top 11% ytd gains. Traders await the release of the latest Fed monetary policy meetings out later today for pointers on rates. Most think there's a 65% chance of a 25bp cut in September and one in Oct.

Nvidia ran up $6 to $953 ahead of Q1 results after the bell today, in what is expected to be a significant mrkt catalyst as to wether the rally in Ai related stocks can be sustained. FAANGs were mixed Meta and Amazon slipped while Apple, Google and Netflix were marginally better. On a ytd basis Netflix (+39%) is the best FAANG performer.

A winding down of the reports season saw retailers in focus. Lowes slipped $4 to $225 after the home improvement company warned on margins despite topping Wall's forecasts. Yet a slowdown in big tckt spending saw Q1 profits fall 20%.

Macys ($20) gained 5% after raising annual profit forecasts for Q1 as the turnaround plan is working. Arkhouse Management and its partner have tabled a $6•6bn offer to take the dept store private and JPMC ($200) recovered some of Mondays drop to top the big board company risers. Going down inc Boeing, 3M, Salesforce & Verizon.

Nyse data

--------

Issues 2879

Advances 1330

Declines 1465

U/c 84

NH 184

NL 33

T/vol(bn) 3•6

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

DJ +66 (39,873)

SP +13 (5321) R

NS +40 (18,714) R

R2 -1 (1337)

WTI $79

10ytb 4•417%

----------

MSCI(W) u/c (3480)

Gold Bugs -1 (289)

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

Latest :- Vix 12. Brent $82.

Gold $2418. Copper $5•072.

Palm $1000. Silver $32•090.

$1•272. €1•171.

FF +21. DF +9.

Morning all.

A mixed performance on US mrkts yesterday. After a strong upward move to 40,077 the Dow backtracked from mid'day closing down 196 points. The S&P and Nsdq both ended at new highs for the year. Of the top 30 stocks 20 fell on the session.

Nvidia Q1 results on Wed will be the focus of investors attentions. Nvidia the 3rd largest company on Wall St gained $28 to $950 in anticipation of a blow out set of nos. While JPMC dropped $8 to $196 weighing on the Dow after CEO Dimon said the stock was too expensive to buy back.

Gold continued its upward trend hitting new records. Spot Gold reached an all-time intra day record of $2454. Elevated inflation is highly supportive of gold prices and a hedge against eroding purchasing power. Chinese investors soured on their real estate investments, economic prospects and financial markets have been plunging into gold and silver at a torrid pace. Silver hit a 10 year high on Monday and has outpaced gold this year 32% to 17%.

Fears of geo political tensions increased as Iran's Foreign Minister's helicopter crashed killing the Minister and others. Suspected engine trouble being the cause and not a shooting down as initially thought. A missile striking a Chinese tanker in the Red Sea sent shockwaves through commodity mrkts already on edge over the impasse in securing peace in the ME.

Nyse data

Issues 2882

Advances 1405

Declines 1383

U/c 94

NH 240

NL 29

T/vol (bn) 3•4

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

DJ -196 (39,807)

SP +5 (5308)

NS +128 (18,674)

R2 -1 (1338)

WTI $79

10ytb 4•452%

----------

MSCI(W) +5 (3477)

Gold Bugs +4 (291)

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

Latest :- Vix 12. Brent $83.

Gold $2411. Copper $5•037.

Palm $1000. Silver $31•600.

$1•274. €1•170.

FF -46. DF -1.

Morning all.

A mrkt cap of £200m equates to a share price of c.1230p, that's way above the current 980. The F/y results will have to be better than exceptional to reach a mrkt cap of £200m. It depends to a great extent on wether they have managed to increase the order book materially in the US and overseas. Their must be some doubt on that score.

Having been kept in the dark since last Dec it's a 'guesstimation' to make any sense of the potential revenues, profits or returns on capital other than things can only get better. How much is the question? The scope for disappointment in flaky Aim markets are considerable.

Canny investors might consider adjusting ahead of the F/Y nos. I shall be staying pat as I cannot reduce my avc without buying more than I can sensibly afford and don't want to reduce my holding. Day trading is out of the question as it rarely works out well for me.

Should the nos not come up to snuff I'm prepared for the shares to fall below 800 or worser. I will add if only for an expected increased final dividend of at least 18p making 21 for the year costing a very affordable £34m.

Asia and Pacifica mrkts are mostly higher this morning after recent economic data generated optimism about a rate cut in the coming months.

Announcements out of China of fresh stimulus measures boosted equities and commodity prices.

Australia is significantly better with the ASX200 nearing the 7900 level led up by miners and energy stocks and in Tokyo the benchmark 225 is over 560 points better as prices across the board especially among heavyweights rise on solid demand from investors. Motors, Banks and exporters are sought with Sumito Mining standing out with a gain of 8%.

Elsewhere other mrkts are ahead by between 0•1% and 1•0% with Shanghai getting a bump on renewed property interest due to Govt measures to boost the down'trodden sector. The Shanghai Composite trades 14 better at 3170 and 6% up this year.

Gold prices continue their upward trend with a decisive break above $2400 boosted by Chinese, Turkey and Middle East buying. A perfect storm of bullishness is seen as anytime you create more of something its worth less. A run at gold $2500 is very much on the cards as silver and copper touch highs. Last 3 months Brent has been flat with a meagre 1% gain.

Latest :- Vix 12. Brent $84.

Gold $2437. Copper $5•135.

Palm $980. Silver $32•440.

$1•271. $1•168.

FF +20. DF +42.

Morning all.

MSi stock continues to mark time closing below £10 at 980 on 56,115 trade volume and 104 bargains dealt.

Sp

980-1020

L/yr 466

High 979

Low 443

7/88 113

--------

Trds 103

T/vol 56,100

Buys 29,700

Sells 26,400

Buy 52%

Av/trd 544

----------

Ytd

MSi +14%

100 +9%

250 +5%

A/S +8%

Aim +4%

Gold +17%

Oil +9%

Palm +7%

The most widely followed global stock market index closed over 40,000 yesterday adding 134 points on the day. However for most of the 'Street' and 'retirees' the S&P 500 is the more important index which fell short of a new record high but closed out a 4th straight week of gains at 5303.

The Dow's moves this past week is part of a massive stock rally that erupted in Oct after the Fed signalled it had finished raising rates and a recession had been avoided. Closing at (40,004)9 came just (3) years after 30,000 was passed and 20,000 (7) years earlier.

Big tech has been the main driver of investor enthusiasm as the Nsdq finished 123 short of its record (18,669) but recorded 61 new highs and 34 new lows. MSCI's world stock index put on 4 to a new closing record (3473).

As Central Banks cont to print money Gold has become the asset investors want to hold. The meeting between Putin and Xi Jinping was as good as it gets for gold bulls sending gold above $2400 and a $54 gain on the week.

Several major companies report next week including Q1 nos from Nvidia. Target, Lowe's and Palo Alto Networks among other second liners will report to the market.

Nyse data

Issues 2885

Advances 1495

Declines 1291

U/c 99

NH 188

NL 25

T/vol (bn) 3•6

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

DJ +134 (40,004)

SP +6 (5303)

NS -12 (18,546)

R2 -2 (1339)

WTI $80

10ytb 4•426%

-----------

MSCI(W) +4 (3473)

Gold Bugs +10 (287)

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

Close :- Vix 12. Brent $84.

Gold $2414. Copper $5•082.

Palm $1000. Silver $31•775.

Yen 155. Yuan 7•22.

$1•270. €1•168.

FF +10. DF -7

Morning all.

For those of you who follow the nos, I list below buy, sells, total volumes, %'s and weekly deals for MSi wks (1-20). Cannot be set in stone as a lot of churning happens on a weekly basis so the nos fluctulate and don't represent the true picture but near enough as to not worry. This wks MSi nos are included in the nos below.

Nevertheless gives one an indication as to interest in the stock this year if only on the total nos of bargains dealt (1366) over the period of 20 weeks. Skip if lists of nos bore you.

Wks 1-4

T/vol 386k

Buys 225k

Sells 161k

Buy% 58

Trds 375

---------

Wks 5-8

T/vol 241k

Buys 151k

Sells 90k

Buy% 63

Trds 284

----------

Wks 9-12

T/vol 291k

Buys 172k

Sells 119k

Buy% 59

Trds 357

---------

Wks 13-16

T/vol 176k

Buys 94k

Sells 82k

Buy% 53

Trds 247

----------

Wks 17-20

T/vol 328k

Buys 189k

Sells 139k

Buy% 53

Trds 103

-----

Total volume & trades wks (1-20) as below.

T/vol 1,423,553

Buys 830,407

Sells 593,146

Buy% 58

Trds 1366

Av/trd 68

---------

Evening all.

The Dow climbed above 40,000 during the morning session but failed to hold the 40,051 high for the day but set new record closing along with the 500 and Nsdq. The Dow trades at 18•4 x 12 month forward earnings some 12% below the S&P 500s.

Since the low Oct point the DJI has put on 23% the surge in equities comes as the economy continues to grow moderately adding jobs though April's CPI showed a small decline in the annual pace of inflation from March's rate.

Big tech led the mrkt higher and stocks are expected to see double digit profit growth annually for the next few years as they use Ai to improve products and create new sources of revenue. Shares of Walmart ($64) gained 6% after the retail giant raised 2025 sales and profit forecasts. The stock closed at a record high.

Other retailers were in demand on back of Walmarts Q nos and Chubb ($266) climbed 5% after Berkshire Hathaway disclosed it has built a 26m share stake in the insurer worth around $6•7bn.

Nyse data

Issues 2885

Advances 1267

Declines 1510

U/c 108

NH 200

NL 17

T/vol(bn) 3•8

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

DJ -39 (39,869)

SP -11 (5297)

NS -39 (18,558)

R2 -5 (1341)

WTI $79

10ytb 4•273%

-----------

MSCI(W) -4 (3469)

Gold Bugs -1 (277)

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

Latest :- Vix 12. Brent 84.

Gold $2381. Copper $4•891.

Palm $980. Silver $29•785.

$1•265. €1•166.

FF -10. DF -14.

Morning all.