Member Info for katenip

not expressed in the most diplomatic way, but the guy has a point....wage claims and subsequent strikes, particularly in the public sector, are skewered on huge percentages that those of us in the private sector will be paying for but not getting ourselves.
And the energy costs have been offset by government bungs so the headline cost-of living figures are not accurate.

well, am so not pleased that LLOY is using an algorithm to buy-back shares when they could easily have handed their shareholders a share of all this spare cash they have sloshing around. When do the NEDs start reflecting shareholders' interests rather than indulging the management team's massaging of the share price by buy-backs.

House prices in London definitely softer than 12 months ago, and very much so in some areas since Brexit...there are going to be a fair few negative equity mortgagees out there now IMNSHO...all the new developments' sales reinforced with help-to-buy loans will see chickens coming home to roost.

Apart from the food and grocery delivery, Roo is also in the prescription delivery market...which I suspect is big enough .

does this mean that LLOY is not quality as SP continues to dive?
jokes aside, SVB was badly regulated in USA as a "regional" bank, and UK banks have tougher criteria for holdings anyway.

Weekend papers reported sales of LLOY shares by COO and others

Latest top 10 holdings published....heavily skewed to Middle East and South Africa...and still number one holding is : 11% sitting in JPM sterling liquidity fund...with its sad little return.
NAV has been shifting around the 40p...was even higher at 60p at one point ... ever since the Russian Ukraine war blew up...so not much of a guide to the fabulousness of JPM's investment team.

doubt we'll see dividends back at level when this was JRS, especially since the longer liquid funds are kept in the unimpressive JPM £ funds .Board advice that they would be fully invested by Dec 22 seems to have gone by the wayside.

and who is supposed to occupy Russia?

so, JEMA still think JPM sterling liquidity fund the best place for shareholder returns on that basis. Not sure what they are doing to earn management fees then.

I thought someone had posted earlier that the JEMA team said that liquid funds would be invested by end 2022.
So why is the largest holding as of 31 Dec 2022 still the horribly unrewarding JPM sterling liquidity fund?
Now that JEMA are charging management fees again, surely they should be doing better than shovelling the cash into JPM's own funds?

Acc Morningstar , final results due tomorrow...

hmmm...the trading statement was quite punchy back in Dec?...I'm sitting on my hands until March.

Have yet to see a buyback programme that has benefitted retail investors...not that my piddling share holdings make much difference but I always vote against...LLOY my main bugbear

hmmm can I smell coffee ? Where on god's green earth do the RMG think they are leading their members? Obv , as a shareholder, I use the post as much as possible but parcels undelivered . letters not received, cards not received and I am not trying to run a business reliant on postal services. The only consolation for IDS is that DPD are useless...DHL are not.
Your postie, as much as I like my local staff, is not without fault...and there is history here..way back, I used to work in a part of London lousy with solicitors...guess how often our post went missing as bags of post were regularly sold off ? There was a reason banks employed postboys . France is being confronted with as bad strikes as we are but the French consumer is attacking the strikers....why aren't we? Christmas travel and post destroyed, GPs (who are not NHS, but private contractors to the NHS threatening action and demanding another pay rise) and now the unions think they will impose more concerted strikes on us throughout the year ahead??!!!? Must go out wearing my only for best knuckle dusters and bovver boots

not sure how they are going to find cash for a dividend as they have been siting on their hands since Feb and invested all spare cash in the unlovely JPM sterling liquidity product ....as before the NAV remains knuckle scraping so have to assume they haven't invested wisely.

Agree they look interesting here but also like SERE which pays special dividends on top ..making it a better yielder

Does this help explain Fibonacci ?

absolutely agree with Jtan: all UK domestic airtravel packed to the gunnels (so to speak)...Linch the Grinch has done for rail travel on longer journeys..and airfares are working out cheaper.

so...how come if the brains of JEMA declared they would be invested by year end, NAV remains pants?
It would be more than bizarre , if not rude, if they were still holding cash in the underwhelming JPM sterling liquidity fund.