Member Info for jonathb

Y I'll double down here too. I wondered, anyone can comment on further interest-rate hike expectations, in future, and how they would impact N91.L? Obviously my take is that much is already priced in. But - numbers?

Any additions to my scouring welcome.
- Anyone have a good L2 out there? It looks like - from very limited viz - some sort of gentle short attack today, as I saw a little pip up 3p at 1616 with big volume - a typical cover sign. Anyone know something about this?
- Otherwise, how is this so crazy cheap? WIX reliably prints money as the cheapest vendor in a market that is recession-proof!?! I don't get it. What am I missing?

Likewise. Slim pickings in the Renewables space. I passed on the GSF.L IPO coz their biz-model seemed uninspiring. +20% later .. it still seems so. I must be missing something.

Yes, I don't get it either. It's priced for BK. The interim 2022 report doesn't even suggest BK. They need more cash over the next 12 months, but there's big book value. Maybe take a little flutter here.

There are partial answers to my own Q - see the April/2022 Fact Sheet - Bulb is 1 of 3 re-structures - too much to repeat here. Presumably most of the loss here is already written down into the NAV 98.75 number, but they do anticipate furthers. I guess the larger issue is that since interest rates have stepped bigger and faster than the market had foreseen in Jan/2022, there is a reduction in asset values no matter what defaults.

The way things look right now - especially on growth stocks - it's more appropriate to avoid getting your own lights shot out before you think about shooting out any other lights. A 6+% divvy is fine if the SP doesn't go south.

Can you say more about Bulb and possible defaults svp? Obviously I'll scour the ER too.

Tomorrow dawn double-down.

ouch. ? No news => bad news? Double down?

Answer my own Q -Disc2NAV (15%) 20220516 - IMHO that NAV might seem lo but it can get a lot lower this fall. AMZN GOOG MSFT et al.

If you get any word about very recent NAV updates, do tell. It looks cheap here at 225p, but the real NAV and more importantly, where NAV ends up this fall, probbaly is nowhere to be seen.

BTW Is default, just do nothing and 263 pennies will show up in your account sometime?

Interesting that you suggest GLO.L's biz has suddenly become trendy. And here was me holding it since ever just because it was a nice little divvy earner! Difficult play. We'll see how things go today.

Any idea why?

Any ideas?

Heh It's not Greta you have to worry about. My worry is some hedgy a$$ pressuring to break SHEL in 2 parts: legacy oils vs new stuff. It would be pure poison for shareholders but could make the hedgy a fortune. Still, I don't think it will happen.

Can't blame you - scary altitude sickness. Up +160% - that sort of money I don't want to risk.

Y 2.50 was the Mar/20 Covid panic low. Gotta think it should now be north of there.

Good post, thanks. Anyone have info + links svp post.

I missed this + it doesn't show in my search. What offer? What happened? Anyway it bumped my position way up. I'm getting altitude sickness.