Member Info for JohnLewis79

Hi Pollack, yea I still hang around like a bad smell but mostly on the MSi board where I cont to bore readers with my long winded daily updates. Have a holding here for obvious reasons so waiting and hoping.....

what ceo doesn't think his company stock is mispriced & undervalued? show me a pis who thinks pat is fairly valued. i doubt you will find anyone bar a shorter and they have mostly hibernated.

it's been thus for ever and a day! a notable exception would be wb who has on several occasions warned shareholders that bh stock is overpriced and investors would do well to wait for a more attractive entry price or at least to mirror intrinsic value.

you can calculate iv nos by taking all future cash flows (in and out of a business over x nos of years) and discount them at the appropriate int rate to find the long'term earnings potential of any company. by longhand its a tricky process for private investors but nowdays a financial calculator can do the nos in minutes if you can plug in the correct info.

so if anyone can assist let me know an estimate of pats intrinsic value back of a *** pckt will do. i don't tkink it's possible without serious guesstimation on future risk free rates etc.....and how confident are you that cash flows will recur over time? so am i bovvered....not really.

come to think of it don't worry it's too difficult. i'm a kinda "are the shares going up type guy" if so leave your dcf cash flow calcs under the doormat and let the trend be your friend.... as long as it's going up.

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10 yr/T/bills eased to 4•11% amid the upcoming 3 Day holiday weekend in light trading as all 3 major indexes closed much higher. Investors look towards important economic data this week which could sway the Fed's int rate policies.

Data released on Tuesday indicated dampening consumer sentiment and job openings dropping to 8•8m in July. That's their lowest level since 3/21 confirming the Fed's rate policy is working. A report showed the nos of Americans quitting their jobs fell for the second straight month a clear sign the Labour mrkt is cooling. This eases pressure on employers to raise pay to find and keep workers.

Wall St ended on a strong note while the NSDQ soared to a 2 week high logging its strongest session of the year just 16 points light of an all-time record close. Gains among big tech powered most of the rally with Nvidia closing $21 better to $489 another record and Tesla ahead $19 to $256.

Record vol nos are usually the preserve of Apple but have recently been upstaged by Nvidia and Tesla both companies trading $33bn worth of stock the highest share vol on Wall.

Vols on the NYSE improved to 10bn as all S&P sectors rose and risers outpaced losers by 8•2:1.

Morning all.

Well I was a tad optimistic on my forecast of a 5,000,000 share trading day. Nevertheless 4,015,000 m shares were traded on 181 deals was none to shabby and way in excess of ever seen before in the history of PAT.

This bodes well for shareholders as without volume be it buy or sell your going nowhere. I don't have the buy v sell ratios but suspect buys outpaced sells by around 6 or 7:1 wouldn't be too far off the mark.

The shares begrudgingly inched up 1p to close at mid 9•75p on the session. I expect deals and volumes to increase exponentially in the coming weeks as more information is released by the company and the wider mrkt cottons on to the massive potential.

Evening all.

Don't bet your life on a sp that consistently shows buys outpacing sells on a daily basis, would lead you to believe the sp should be going up. Not so.

Often its very difficult to determine a buy from a sell if the trade falls mid price, then a guess'timate is needed which will take time and you might call it the wrong way.

Anyways you all know for every buy you have a sell which further confuses the accounting particularly if the jobbers are using there own book..... and most are, adding to the confusion which is their main objective. No jobber wants his position open for others to take advantage of....and they employ many false trade moves to unsettle pis daily traders.

I guess most pis will avoid these daily moves checking sps once a week or on a monthly basis. I'm in the daily camp through a lifetime of studying the mrkts and FOMO!

On course for a 5,000,000 trading day. Go back just 3 months and you'd be waiting 15 mins for the next no 3 bus to come along. How things change. Ignore the days non moving sp it's travelling to a different tune. Wait for the bag pipes to blow in....

Just short of 3,00,000, traded which must be approaching a PAT record.

Nearly 100 trades (1•8m vol) so far which easily exceeds previous 1•5m volume days.

As a matter of interest for those who follow the minutiae of trade deals and volumes when PAT hit its best in 2021

(18•5) intraday, deals totalled c.226 and volume was around 870,000 traded.

For the week ending July 9, 2021 deals totalled 425 on 2•9m shares changing hands which was the most i could track down. By the end of the month the sp was 14p and we know where it ended up! Its gonna be different this time eh?

Indeed the mrkts view of the % possibility of success makes no sense on your figures which I don't dispute. With c.1m traded before 9:00am clearly PAT is benefitting from more exposure and this is only going one way.

Can't believe you can buy at c. 10-11 when I was buying all the way down from 18•5! Timing eh? Well I missed out on PAT through boredom and impatience which will cost me dearly.

I would caution those mainly invested in PAT to resist the temptation to seek out other stocks. Stick with your main choice through thick and thin. Chasing rainbows rarely pays off when you have one in view.

Well done to those who are in profit or at least break even. I'm someway out of the money having sold to jump in elsewhere so I have a fair bit of catching up to do! I'm confident if I can stay patient I'll recoup losses though my holdingis much reduced.

I must say the MMs are being incredibly generous (something their not usually noted for) offering stock at this lowly (9-10) price. If you have any "spare" it's an opportunity not to miss.

Hi LH yea back in sometime and added since. Even an old cynic like moi cannot swerve a gift horse.....

Excellent and well reasoned post ShearClass. I have nothing to add as a goodly few investors have all had their threepennies worth. Suffice to say our mrkt cap represents zero value to current holders. Its a massively undervalued asset and those prepared to wait for fair value will have a very merry Christmas.

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Wall ended higher ahead of key inflation and jobs data later this week.

Top of the pops stock Nvidia ($466) put on $6 and was the most traded counter on the 500 with $31bn worth of shares exchanged. The stock hit an intraday all-time high of $468 and trades on 31x earnings. The company is valued at $1•157T the 6th most valuable company in the world.

Apple, GS and 3M were all on buyers lists. Conglomerate 3M ($104) jumped 5% after tentatively agreeing to pay more than $5•5bn to resolve over 300,000 lawsuits claiming it sold the US military defective combat 'ear plugs.' 3M stock is down 15% ytd.

Goldman Sachs sold its financial planning unit as part of a consumer retreat from a botched foray into consumer banking. The terms were not disclosed but expected to be profitable. Shares up $6 to $326 but ytd are off 6%.

Hedge Funds cont to liquidate

their bullish gold bets and increase their short positioning. However gold has held support levels trading in a narrow $1920-$1930 range ideal for a short squeeze.

Oil held steady pressured by worries further int rate hikes could dent demand as the black stuff posted a 2nd wk of losses. Hurricane Idalia barrelling in off the Florida coast is likely to disrupt oil and gas supply.

Morning all.

Mrkts across Asia and Pacifica are on the rise this morning following a strong performance on Wall St overnight. Traders reacted positively to Powell's positive remarks at Jacksons Hole conference that Sept rates will remain unchanged and the 2% inflation target remains the top priority.

Australia is notably higher staying above the 7100 level with most sectors gaining. Gold miners, financials and banks were all better as the ASX200 closed up 44 at 7159 near its all-time high of 7568.

In Japan the benchmark Nikkei was ahead over 500 at the mid morning session pushed up as demand for Autos and tech found dealers short of stock. Major exporters Canon, Sony & Panasonic all saw trend buying pushing the 225 up 546 to close at 32,170.

Shanghai sped up over 122 on news that stamp duty will be cut on stock trades and IPOs will be reduced in an overcowded mrkt place. The reduction of 0•05% in the fee duty was the first since 2008. However the gains were shortlived the composite ending up 40 at 3104.

Latest:- Vix 16. Brent $84.

Gold $1918. Copper $3•763.

Palm $945. Silver $24•265.

$1•261. €1•165. 10ytb 4•225%

FF +47. DF +105.

Morning all.

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Close:- Vix 16. Brent $84.

Gold $1915. Copper $3•765.

Palm $945. Silver $24•285.

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Yen 146. Yuan 7•29

FF +17. DF -10.

Another very quiet week in MSi stock though bias was very much towards buy volumes. A total of 22 trades (17 buys/5 sells) on 23,864 volume of which 22,694 were buys (95%) and 1170 sells. Shares remained unimpressed at 600/640 with no news to move the shares.

Ytd

---

MSi - 7%

Aim -12%

Ftse -2%

A/S -2%

DJ +4%

SP +15%

NS +37%

R2 +3%

Gold +6%

Oil -2%

OP -8%

$ -4%

€ -3%

Morning all.

This mornings news certainly puts PAT on the front foot if the GOR decides to continue contesting a hopeless case, so be it. We have the financial backing and case law on our side and it will be difficult for them to continue wasting the courts and everyone else's time.

I doubt many will give them the time of day! Enuff's enuff, too much left to be done but times on our side.

Hi Pk73 yea I'm still rattling around though less visible these days. I have reduced my holdings here but kept a decent few 'just in case' we had a result. I think we did!!

Big board stocks ended the day off c.1% led down by big tech (-2%) after substantial gains earlier on the week from NVIDIA. The company a leading light in Ai proposes a $25bn share buyback which pleased investors. However the stock closed at $469 on profit taking and mrkt weakness.

The mrkt is still Fed obsessed on what Powell is going to say today regarding the economic outlook and whether they turn buyers or sellers. Data showed unemployment claims continued to point to a strong jobs market and the prospect of restrictive rates for the foreseeable.

Stocks in the news included DOLLAR TREE ($126) which fell 13% after the retailer reported weaker profit forecasts and declines in gross margins. The company intends to introduce anti theft initiatives. Shrinkage among retailers has become a huge problem as gangs target the big stores seen as easy pickings.

Roark Capital has agreed in principle and subsequent to certain obligations to purchase SUBWAY the privately owned sandwich chain for $9•55bn.

BOEING ($219) sank 4% after the planemaker said it had identified a new Max 737 quality problem involving supplier SPIRIT AERO systems that will delay deliveries.

Volumes on NYSE were a below average 9•9bn traded decliners out pacing risers by 2•95:1

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Latest:- Vix 17. Brent $83.

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Palm $945. Silver $24•100.

$1•259. €1•165.

FF-15. DF+42

Morning all.

Noone in their right mind buys Microcap Aim stocks in the mining space for dividends. Your here for only one reason and that's to double, triple or quadruple + your money.

That's a big enuff risk to take given how many investors fall by the wayside expecting gold but getting dusters. Much expectation in the next few days which the mrkt is strangely unimpressed by the roubles within touching distance.

I'm inclined to think they know something we don't! But if not.....they are as much in the dark as we are. Then fortunes await those who toughed it out for in the immortal words of Aesop "fat pig never won fair lady."

Morning all.

Shares of Nvidia whose chips are used in Ai and computing ended 12% higher at $502 for the 3rd Q smashing Wall's consensus estimates. Nvidia stock is up 229% this year.

However on a down note data showed US business activity approached stagnation point in August with growth at its weakest since Feb. According to analysts the 500 will eke out marginal gains between now and year end.

On back of Nvidia's strong nos the overall mrkt moved higher taking the Dow up 184 points as other FAANG stocks bought into the tech space notably MSOFT & APPLE who benefit when rates on the 10yr note ease back.

However August has been a disappointing month for US investors the S&P is off 153 or 3•3% and the NSDQ down 609 a near 4% drop. Gainers on the NYSE outpaced decliners by 3•74:1 on the day.

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Latest:- Vix 16. Brent $83.

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Morning all.