Member Info for katenip

It was a crazy yield at 1.30....current yield according to lse is c.7.5% which seems more "normal" whatever that means these days

not helped by being the turkey voting for Christmas, if they vote to go along with JPMorgan's plans to change JRS into JEMEA...JRS has been a basket case since March, but there is potentially substantial value to be released when Russia/Ukr/NATO/ USA situation calms down...why screw around with it now...CLIG say ethical concerns??? if they had ethical concerns they would have sold out in March

Thanks for this link. It also "helpfully" points out that shareholders through ii have been able to vote on all companies' actions..highly useful for letting off steam, even for tiny shareholdings. HL , where I hold JRS, has been a pain in the neck.
Extra pressure on CLIG may help...it's odd how ESG/CSR is always introduced to conversation when companies are asked to justify their actions. If CLIG were suffering from ESG/CSR qualms about holding JRS, they would have cashed in months ago.

will be voting no ...the whole point of the investment in the first place was exposure to Russia and have held this during all the Ukraine/NATO/USA/Russia chaos , so don't see any point in throwing in the towel now. Also suspect JRS board could just be looking to start collecting fees again.

Deutsche has ABDN as a sell target 130...scroll back to end of 2021, Deutsche had a buy recommendation target 320.
Is anyone paying for such sagacity?

US Democrats have a massive problem with inflationary pressures , especially from fuel prices, which are due to Biden's sanctions on Russian fuel exports...as soon as USA starts going cold on Russian sanctions, the game is up and USA will be looking for a way to window dress the result.

so, is JPM pursuing this proposal just to start collecting fees again and look to wind up the IT somehow ?
What do the lse board posters think of the value of whatever is left and is there income at all anywhere?

excessive sell-off or negative sentiment? This has been a very high-yielding share over the last year...a good buy in this sector going forward, IMHO

why would a poster have no thumbs up: let me think, no-one agrees with them, who'd have thought?
If it makes the poster feel any better, the thumbs down in ancient times was a sign of approbation..the gladiator survived to see another battle...alas for today's posters, we're the 21C not 1C.

Boris can kiss my backside...absolute uxorious mess.: Dominic Cummings at least gave him some direction...no comment on what direction Carrie gives Boris. He was a laughing stock from back in the day when he got stuck on the zip wire because he lied about his weight...just forget him, we don't need a national jester who spouts net zero . Farage is aamusing TV but that's about it....there are plenty out there and probably on here who have worked the commodities/FX/securities market...Farage is no messiah, just a plausible rogue who has been given airtime...we've all been plausible rogues in the markets. Where we go from here has got bugger all to do with the colour of skin...as a nation we just have to sit it out and see whether Sunak can steer a compliant ship out of the current turmoil: I am not a Sunak fan but no-one in any party seems to be an alternative .

buybacks are a pain in the neck....if there is so much cash swilling around, companies would be better minded to buy loyalty from their shareholders than waste money on buybacks which do not support the share price, whatever the theory...viz:LLOY and many others. UK PLC is looking cheap and several of the buyback merchants will look like sitting ducks.

It was reported that JRS were looking to expand/alter the mandate ...any news?

more like, despite the BBC's best efforts, the Tories have been in power

The Far End...that is the only thing the BBC does...blow its own trumpet. I wouldn't mind so much if their version of news was even half way truthful depiction...their full-on foreheads on knee kowtowing to SNP a disgrace.

just what we need : an under-educated , ex-Army bloke.
MOD a shining example of well-run department...not

Brixton..."thicko ****"
PPE from Oxford...at a time when university education was difficult to access without academic excellence.
4 years employment at Shell, 5 years at Cable and Wireless.
What qualifies someone as clever in your estimation?

I smell Tories' who made hay while Johnson was their "leader" having their noses put out of joint by Truss's leadership... they will cut her off at the knees and we will end up with another fine mess. ..or, the Tory grey men are petrified they end up with another long-serving female leader so screwing Truss's chances of longevity from the get-go.
Either way, unedifying.

some video around showing Biden saying that they could sort Nordstream back in Feb?
Biden isn't up to governing so someone is pulling the strings...Pentagon, Obama, Zlochevsky or even more disturbing Hunter?

Gove, classic politician problem, lacks the gift to see himself as others see him

stand by for some price moves...hopefully north!