The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
And there was me thinking that Saga should be making more of the fact that their cruises do depart on time and without all those delays being experienced by seemingly all other holidaymakers trying to get away for some sun when this in today's Telegraph made the cruising experence seem a lot less appealing.
I guess some/many might be reassured but I wouldn't want to go and have to put up with this:-
https://www.telegraph.co.uk/money/katie-investigates/compulsory-facemasks-daily-covid-tests-walked-10k-saga-cruise/
https://www.edisongroup.com/publication/stronger-balance-sheet-leads-to-big-dividend-hike
Results in December 21
Trading Update just over 1 month ago.
Liontrust: Fever-Tree onshoring will support growth
Fever-Tree (FEVR) is supporting its growth plans by investing in US domestic operations after the pandemic highlighted the fragility of global supply chains, says Liontrust’s Chris Field.
In an insight letter for his £394m Liontrust UK Focus fund, Field, who joined Liontrust this month as part of its acquisition of Majedie Asset Management, highlighted the shift companies are making to onshore their operations after the Covid-19 pandemic made businesses wary of relying on offshore suppliers and manufacturers.
While businesses, like Fever-Tree, face a lengthy process in onshoring and the potential for ‘inflationary consequences’, there is a pay-off.
‘These pressures should ultimately be balanced by lower shipping costs, better management through tools such as artificial intelligence, and coordination between competitors, reduced disruption risk, and lower carbon emissions,’ he said.
‘Some of the world’s largest businesses are already making inroads, and this process is occurring at holdings such as Fever-Tree, with the business building domestic operations in the US to support its growth plans.’
Shares in Fever-Tree closed down 0.1% at £17.78 on Thursday, having slid by more than a third this year.
"After a big drop, Games Workshop shares once again offer a high return on equity at a compelling price" - INvestors Chronicle
https://www.investorschronicle.co.uk/ideas/2022/04/13/games-workshop-sheds-its-fantasy-valuation/
Great - but isn't this bit depressing:-
"The government confirmed in the energy security strategy, published yesterday, that it would make a final decision on blending hydrogen with gas in the grid by the end of next year."
Looks like a good result to me and company can now move forward without this hanging over its head.
No need to worry. Direct quote from today's Times:-
"The Boiler Upgrade Scheme (BUS) offers a grant of £5,000 towards an air source heat pump, taking energy from the outside air and turning it into electricity"
Is it any woder that Boris & Co can't see the way forward?
As an ITM investor you probbly already know all this, but sometimes it helps for a refresher. Maybe copy and send to your MP - as the ad says "every little helps".
You probably have to register but it's free.
https://morningporridge.com/blog/blains-morning-porridge/guest-post-from-brett-morris-would-you-like-hydrogen-with-that/
Walked past outlet in Brighton yesterday at 6.00pm. Looked rammed and people queing to get in.
OK - I appereciate that was a Saturday evening so not typical of other days of the week but helped keep me confident.
Hargreaves Lansdown & iDealing both paid on March 15.
Another piece of the jigsaw falls into place:-
https://www.reuters.com/business/argentinas-senate-gives-thumbs-up-45-bln-imf-debt-deal-2022-03-18/?taid=6234087352440400016c0997&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter