Member Info for JohnLewis79

DJ +57 (37,305)

SP u/c (4719)

NS +85 (16,623)

R2 -11 (1291)

WTI $72

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10ytb 3•914%

MSCI(W) -3 (3126)

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Gold Bugs u/c (239)

Close :- Vix 12. Brent $77.

Gold $2021. Copper $3•879.

Palm $965. Silver $24•170.

$1•268. €1•164.

Yen 142•3. Yuan 7•10

FF -22. DF +17.

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A 60p rise to close wk 50 at (890-920) was another excellent performance. The shares have been gaining momentum since early November when they changed hands at 740.

We're entering the last 7 trading days of the year which will include Santa's Rally so excepting any unforseen event MSi will have gained around 38% on the year. If asked on Jan 3rd would you take a 30% rise for the year now, most would have bitten your hand off.

Outperforming all the main indexes this year except the Nsdq is no mean feat for a backwater Aim share and I don't mean in a derogatory sense.

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MSi data

T/volume 228k

T/deals 375

S/price 905

Wk (50) +7%

Ytd +38%

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Aim -11%

Ftse +2%

All +2%

250 +2%

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DJ +13%

SP +23%

NS +52%

R2 +12%

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Gold +11%

Palm -6%

Brent -11%

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$ +5%

€ +3%

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Morning all.

The Santa Rally according to most commentators takes place during the last 5 trading days of a year and the first 2 of the new one. Thus Tuesday 21st through to Jan 3.

Last years Santa rally the Dow gained 109 points but Santa was in very festive mood bestowing 180p to MSi holders, flattered by the period falling on the companies 2022 H/Y report.

I should have been clearer on my post re the bonus dividend (20th Nov), I should have said " I'm thinking early Dec 2024".....

DJ +158 (37,248)

SP +12 (4720)

NS -25 (16,538)

R2 +37 (1302)

WTI $72

10ytb 3•953%

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MSCI u/c (3129)

Gold Bugs +5 (239)

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Latest :- Vix 12. Brent $77.

Gold $2036. Copper $3•885.

Palm $965. Silver $24•400.

$1•276. €1•161.

FF -2. DF +50.

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NYSE data

Issues 2947

Advances 2315

Decliners 586

U/c 46

T/vol (bn) 6•4

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Morning all.

I don't know what the 'tea leaves' say about our current share price but my morning cuppa pointed to a very healthy rise if I've read them correctly.

You may know back in the day people used to scatter tea leaves in front of their homes to ward off evil spirits and market makers from entering. I tried this method this morning so expect to see a healthy rise today.

Stocks on Wall St rose on Wed after the Fed signalled its 'tightening' policy of the last 2 years (11 raises) is at an end. Market players are pricing in 3 rate cuts next year of •25% bp to 0•75% bp starting with a cut in Q1. The BOE is expected to hold rates today at 5•25% through late 2024.

What started in a very lackluster way the Dow skyrocketed after the Fed's 'stay' on rates hit the wires. The DJ rose to its highest close in history topping 37,000 for the first time, dragging the S&P, Nsdq and small caps to year highs.

Investors are convinced the economy is heading for a soft landing as economic data released yesterday showed both consumer and wholesale prices were little changed in November. Economists see inflation falling to 2•4% in 2024 and 2•2% in 2025.

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Nsdq data

Issues 2940

Advances 2580

Decliners 319

U/c 41

T/vol(bn) 5•1

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DJ +512 (37,090)

SP +63 (4707)

NS +208 (16,562)

R2 +41 (1265)

WTI $70

10 yr/tb 3•976%

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MSCI(W) +34 (3101)

Gold Bugs +14 (234)

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Latest :- Vix 12. Brent $75.

Gold $2035. Copper $3•834.

Palm $950. Silver $24•090.

$1•264. €1•159.

FF +75. DF +106.

Morning all.

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I wonder whether Cohort's (ftse Aim) shares good results today will fall 8% tomorrow?

I could have written the script to todays share price action a few days ago. A classic Aim share response to good news. These days mrkt makers will inevitably trash the stock aided by skittish day traders to refill their satchels with cheap unearned shares.

Fine by me as I bought a few and will add more if the stock 80p down today continues south. A c.8% tanking of the company value on less than 27k shares traded is plainly silly and if you have any spare you should add if for no other reason MSi traded at 1000 on Tuesday and will almost certainly bounce in the days to come. For as you all know value has no meaning to jobbers who need to keep a square book.

To be honest I don't even know why I bothered to comment as it's so transparent what the mrkt makers are up to (at least i took advantage of their largess) I should have kept my trap shut and gone to bed.

Evening all.

Chemring reported booming demand yesterday as it cashed in on global instability. The defence group which makes materials and components for missile systems, explosives and propellants said orders hit £756m in the year to end Oct.

This was 40% up on the previous year: and the order book at its highest level in over a decade at £922m. The group saw annual revenues rise 18% to £472•6m while profits climbed 16% to £69m. It also announced a dividend increase of 20%.

While over at MSi after a record breaking H/Y set of nos the shares have fallen back below yesterday's close (930) on small lot selling.

DJ +173 (36,578)

SP +21 (4644)

NS +133 (16,354)

R2 -2 (1224)

WTI $68

10ytb 4•193%

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MSCI(W) +11 (3067)

Gold Bugs -7 (220)

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Latest :- Vix 12. Brent $73.

Gold $1978. Copper $3•779.

Palm $925. Silver $22•960.

$1•255. €1•163.

FF -2. DF +33.

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NYSE Data

Issues 2938

Advances 1303

Decliners 1521

U/c 114

T/vol (bn) 3•81

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An important point to note as was picked up by a poster on ADVFN how desirable it is for anyone wishing to enter the US defence business to be aware just how long it takes and the very high moat one has to cross. Its a considerable barrier to entry hence the significant premium one has to pay which makes MSi such an attractive target for a major player. Any prospective buyer should talk to Michael Bell.

A huge uplift in interest in MSi shares following the top level results yesterday. I don't have the buy/sell individual trade nos as there were too many to count, lots falling mid-price which required a bit of guess work as whether a buy or sell and then you noticed it was a trade earlier in the day at a diff price, well you get the picture.

A total 173 trades took place 158 more than on Monday on total volume of 113,310 (10,766) shares. Be interesting to see if volumes and trades revert to the recent 4 wk average (51,000) vols & 58 deals in the next few weeks, bearing in mind Christmas and New Year volumes will skew the nos there being only 10 trading days left this year.

Morning all.

Hi Tav I agree the company has the potential to post 80-90p in earnings this financial year making the current share price in bargain basement territory. Probably need to reassess once today's business is finished and most of the day traders have moved on.

Whatever the shares have had a very good run since June and am half tempted to out a few for a free carry into H2. Knowing me I'll more than likely add more! Let's hope the next 35 years....oh hell I won't be here!

I still think there's likely to be as one poster intimated 3rd party interest in the company next year which could unlock value. I didn't read the financials as I won't read longitudinal nos which give me a bloody headache. And while I'm at it Mr Bell about time we reverted to reporting fiscal nos Jan-Dec!

Strong opening sellers being absorbed would be happy with a close around current sp once the initial enthusiasm wears off and the jobbers shake loose weak holders.

I'm slightly disappointed with the pbt nos expecting nearer £10m but impressed with our cash position of £50m (304p) and eps of 36p. An increased dividend will please income seekers. All in all a very positive outcome with more to come in H2.

As per usual the report is light on the nuts and bolts and 'outlook' is almost passed over. Mustn't grumble the shares remain attractive on any level you care to name. Could see a decent uplift this morning towards my 900p target.

Equities gained & gold dropped to a 3 week low. In a rapid about turn gold has fallen $89 in 2 weeks. A firmer USD and a tick up in T/bills are bearish for gold bulls. CPI nos due today are expected to show inflation still above the Fed's annual 2% target.

The Dow added 157 points closing at a new high as mrkt watchers believe the Fed is done with rate increases. The next move is priced at a 25bp cut in March 2024.

Stocks on the move included Nike up 2•33%, Cygna jumped 17% ending its attempt to buy Humana and Dept Store Macys surged 19% after an investor group made a $5•8bn offer to take the famous store private. Boeing ($245) led the DJ30 board with Walmart, Honeywell and PG propping up the laggards.

DJ +157 (36,404)

SP +18 (4622)

NS +137 (16,222)

R2 +6 (1227)

WTI $72

10ytb 4•215%

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MSCI(W) +9 (3056)

Gold Bugs -2 (227)

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Latest :- Vix 13. Brent $77.

Gold $1988. Copper $3•794.

Palm $942. Silver $23•215.

$1•257. €1•168.

FF +11. DF +20.

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NYSE data

Issues 2872

Advances 1412

Decliners 1367

U/c 93

T/vol (bn) 3•8

Morning all.

I remember in the 'quill' pen pre big bang era companies who had bad news to report snuck out their results on the last trading day of the year hoping holders were too full of the Christmas spirit to notice.

Regulations were a lot less strict in those days (the 'old boys' network). So keeping holders on edge will set tongues wagging that something is amiss. I'm sure that's not the case but loose lips and all that.....?

While the nos must be reported as soon as practicable companies are allowed 3 months to finalise and submit to the mrkt.

Mrkts in China and HK are down on signs that China's deflation situation is deepening as consumer prices fell the fastest in 3 years and producer price inflation fell into negative territory. The Shanghai Comp and Hang Seng were off 6 & 280 respectively in late trades.

In Tokyo the 225 rose strongly recouping losses in the previous 2 sessions closing the morning session up 510 points. Softbank Group led the risers up over 4% with Honda and other motors on buy lists. Banks and exporters were in demand pushing the Nikkei over the 32,770 range towards the close. The 225 is Asia's best performer this year up 26% having fallen 9% last year.

In Sydney the ASX200 ended up 3 in flat trading. Weakness in Gold miners and tumbling gold prices hit resource stocks while techs and Banks edged higher. Not one of Asia's best performers the ASX200 is up 2% the 5th best of the 8 leading Asian mrkts.

Gold gave up most of its recent gains after hitting an all-time intra-day record high of $2150, the yellow metal has tumbled through $2000 to $1998 as investors turn bearish on gold's short term prospects. Next support is $1980.

Latest :- Vix 12. Brent $76. WTI $72. Copper $3•828. Gold $1999. Palm $970. Silver $23•345.

$1•253. €1•165. 10y/tb 4•244%.

FF +5. DF +17.

Morning all.

DJ +130 (36,248)

SP +19 (4604)

NS +62 (16,085)

R2 +7 (1220)

WTI $71

10ytb 4•230%

MSCI(W) +10 (3047)

Gold Bugs -3 (229)

Close :- Vix 12. Brent $76.

Gold $2005. Copper $3•834.

Palm $970. Silver $23•290.

$1•255. €1•166.

Yen 144•8. Yuan 6•99.

FF +6. DF +7.

Morning all.