Member Info for JohnLewis79

No arguing it's been a strong rebound during the second half of the year from a low of 442 back in May to 835-880 currently. We expect the H/Y nos to be reported either next week or during the final week of 2023. Volumes and deals have tapered off slightly as most investors have placed their bets for the year.

Trades 88

T/volume c.59,700

Buys c.37,600

Sells c.22,100

Buy % 63

Av trd 677

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Ytd

MSi +31%

52wk +109%

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Aim -13%

Ftse +1%

All +•5%

250 -1%

DJ US Aero

Index +4%

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Evening all.

News to me and tbh have no idea of the relevance to 'backlash' or what it means. Unfortunately a lot of defence jargon is unintelligible to the average

pis and the company seem unwilling to make things easier for holders. OK I know were not buying and selling sweeties but a little assistance would be appreciated given the sums involved.

I'm fairly sure the H/Y nos are too hand the t's and i's have been crossed and dotted. So I'm guessing there are other considerations going on in the background which are being given a final polish. Perhaps of a more 'material' development that requires further study?

Still counting the money!

Tech heavy stocks took center stage yesterday as the Nsdq jumped 234 to 16002. Led by gains in Alphabet (Google) up 7% to $137 on the launch of Gemini their new Ai model considered faster than Msofts OPenAi's Chat GPT system techs were in heavy demand by investors.

Chip giant AMD rose 10% after a positive Ai reception from analysts but pride of place went to Cyngn ($0•40) which rocketed up 64% after being granted a new patent related to autonomous car driving solutions.

In economic news American workers filed slightly more unemployment benefit claims in the week ending Dec 2 reflecting a gradual slowdown in the Labour mrkt to an adjusted 220,000.

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NYSE data

Issues 2950

Advances 1909

Decliners 949

U/c 92

T/vol(bn) 3•8

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DJ +63 (36,117)

SP +36 (4586)

NS +234 (16,002)

R2 +14 (1213)

WTI $70

10ytb 4•160%

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MSCI(W) +16 (3037)

Gold Bugs -1 (233)

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Latest :- Vix 13. Brent $76.

Gold $2031. Copper $3•806.

Palm $950. Silver $24•200.

$1•259. €1•167.

FF +19. DF +14.

Morning all.

Asda owners sell c. 200 KFC restaurants as it battles with sky-high debts. The sites will be sold to Yum! Brands for an undisclosed figure.

The Issa brothers who also own thousands of petrol forecourts bought ASDA in a debt-fuelled deal for £6•8bn in October 2020.

One other point reporting the nos longitudinally is a bloody No-No! Represented like that most won't bother as it's headache inducing.

Count me out!

Well above my expectations unfortunately noone is listening in these horrible mrkts for small cap companies.

No news is good news..... they say!

DJ -70 (36,054)

SP -18 (4549)

NS -90 (15,788)

R2 -2 (1199)

WTI $70

10ytb 4•154%

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MSCI(W) -2 (3021)

Gold Bugs u/c (234)

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NYSE data

Issues 2942

Advances 1395

Decliners 1448

U/c 99

T/vol(bn) 4•2

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Latest :- Vix 13. Brent $75.

Gold $2026. Copper $3•751.

Palm $920. Silver $24•155.

$1•255. €1•166.

FF -37. DF +5.

Morning all.

Not sure but looks to be separate to our Naval gun contracts. Probably too late to be announced in the H/Y nos.

My monies on tomorrow.

My post should have acknowledged the wonderfully monikered 'floballobweed' and not NTTL....

Well......at least they had the good grace not to ask the "excluded" holders to put their hands in pockets. As NTTL said Aim companies are well versed in spending shareholders money and in Panthera's case to little effect so far. Nevertheless I and others will have been diluted once again. This could be the straw that breaks the camel's back for many, given we still haven't been told the amount we intend to claim.

I have'em due tomorrow....

Wall St ended mixed after new jobs data hinted the Fed could cut rates as early as March sending mega cap stocks higher. Around 62% of investors have priced in a •25 basis cut in March so a very much wait and see mode.

Big techs were in demand Apple & Nvida hitting all time highs. However one troubling sign is top execs at Nvidia appear to be cashing out intending to sell 370,000 worth of stock for c.$180m. Nvidia ($468) is the top S&P performer this year the shares up over 220% on back of Ai and pis demand.

On the S&P (8/11) sectors declined on data showing new job openings dropped in October to the lowest level since early 2021. Signalling a cooling economy and easing labour demand is essentially what the Fed wants. Rates (5•25%) expected to remain unchanged at next weeks meeting.

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NYSE data.

Issues 2952

Advances 853

Decliners 1994

Unc 105

T/vol(bn) 3•9

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DJ -80 (36,125)

SP -3 (4567)

NS +38 (15,878)

R2 -19 (1202)

WTI $72

10ytb 4•189%

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MSCI(W) -3 (3023)

Gold Bugs -4 (235)

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Latest :- Vix 13. Brent $77.

Gold $2025. Copper $3•811.

Palm $955. Silver $24•600.

$1•261. €1•167.

FF +20. DF +53.

Morning all.

Walls major averages climbed off their worst levels but still ended the day in the red after a strong performance on Friday. Rising t/bill yields took the shine off stocks and on the economy factory orders took a hit in October declining c.4% on a m-on-m basis.

Meanwhile investors await November's pivotal jobs report on Friday. Several tech giants saw declines as part of a sector-wide pull back. Nvidia came off c.4%, Meta 2% and Google 2%. Alaska Air tumbled 14% after agreeing to buy rival Hawain Air the 10th largest US carrier in a $1•9bn deal. Shares of Hawain Air tripled to $13 but the deal has yet to receive regulatory approval.

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NYSE data

Issues 2951

Advances 1414

Decliners 1451

Unc 86

T/vol (bn) 4•4

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DJ -41 (36,204)

SP -25 (4570)

NS -158 (15,840)

R2 +16 (1220)

WTI $73

10ytb 4•245%

MSCI(W) -14 (3027)

Gold Bugs -6 (239)

Latest :- Vix 13. Brent $78.

Gold $2033. Copper $3•832.

Palm $960. Silver $24•900.

$1•264. €1•165.

FF -20. DF -70.

Morning all.

I'd expect revenue to have increased across all our divisions. I believe the company said they would recognise the Terrahawk this year. Longer dated ones will I'm sure be spread out and I think the company are in a great position re the Forecourts business being the go-to supplier.

Profit margins on defense contracts is a controversial subject and one that I'm not qualified to comment on as they vary from industry type so much (aircraft, missiles etc) Navy or Army, fixed or otherwise.

I doubt MSi would consider a margin under 10% as viable in this day and age. Thereafter your guess is as good as mine and could vary as much as 50% depending on cost etc..

and will be impossible to calculate from a pis point of view.

I just hope investors are not setting their sights too high for the H/Y given we expect the nos to be loaded towards H2 and the full year. Any disappointment could see a big drop in the stock not that I expect their to be any.

I have for sometime inked this as a 900p stock in the making and outside of any reorganisation or changes in ownership percentages see the companies other divisions playing a fuller part.

Very much a 'big' little stock in the making which potentially could produce 125p+ in earnings next year would support a much higher share price. As we know UK valuations are nowhere near US values and the board must be cognisant of that, for after all its the CEOs job to deliver value and share price increases to holders.

If the market won't do it he must look elsewhere. I can't see an MBO so an outright sale would be most investors preference if the price is right.

Meanwhile increasing dividends and cash balances will keep income seekers on board.