Member Info for jonathb

..then you'll be even happier with nearly 7%!?!

Y, good ol' banging around btw 125 - 121p. Doesn't change the long-term view.

Someone bailed this morning. Any news?

Y I'm sure many of us will just sell if we need the money over the next couple months, else we'll just wait for it to clear itself out, can't be bothered with any furthers with it. GLA. We'll need it this winter.

Uh well I was wrong again. Yes it's quoted but when you klik buy it says "no luck, give us a call".

A link, please? I can't find it.

Well, you bought in at 16% under my base. Well done! GLA.

PS: IMHO in 5 years time, it'll make no difference.

Alas, Getting, I understand that this latest view of Loony Liz's bottom is scary, but I always find the following thought experiment reassuring.

Say you're long on X, and for no salient reason, it tanks 20% on day. Do you say..

(i) Oh fie! That's umpteen k of dead money stuck there for who knows how many years!

(ii) Wow! wadda bargin! Gotta scrape together as many pennies as I can find to double down!

? The answer helps tell you whether or not you should be long on X to begin with.

GLA.

Y and looking at ABDN.L, can't help thinking JUP.L specifically has been an overly severe thrashing for an - admittedly huge - outflow that is hitting the whole AM area. BTW thank god I called the ABDN.L top dead on + got back a third of my JUP.L black eye.

Last October we saw Loony Liz's bottom. It looks like we just had another glimpse of it. Hopefully dear god we'll never see it again!?!

I see that it is just a couple of sentences saying what has been posted by TimBob.

Link please - I can't find it.

Hmm thanks for that. Next q is: does this directly impact JUP.L or does it just impact one of their "theme" funds? Of course if it were an epic train-wreck it would hit JUP.L one way or another - something like ASHM.L's contamination from Evergrande. Anyway there seems to be a prevalent opinion out there that the "inflation/interest rates will rocket further" saga is overdone. Maybe this is the 1st time ever I agree with the Torygraff.

Excellent! At last above the water line + getting 9% div! IMHO the whole REIT area will recover in a 2 or 3 years.

Hmm. Well someone pulled the plug at COB before the weekend.

Well, one reason to go long on the UK insurance sector is that, following the thrashing they took a couple months back, all of them, in lock-step, have bumped their prems about 25% so nex qtr or so they might surprise on earnings. So a poor beleaguered Brit might get back a few pennies from his car insurance hike.

If that's the worst news we get from these guys over the next year, they're the most amazing rocket-scientists in the whole industry!

".. unless I am missing something" .. or unless Mr. Market is missing something. I don't know if I have the steel cohones to gamble that the next inflation print will be not quite as horrendous as is now priced in. Still, SMIF.L does look attractive here.

Better than say, RIO.L, from so many angles. But both are expanding copper.

Wow - now broken under the "Loony Liz Low". Gotta think it's a buy even if they cut div a bit.