Member Info for LeeRex

Hi Drachenfels,

How LLOY has gained so much in such a short space of time is incredible IMO.

It suggests it was far too low in valuations for far too long, and now IMO overshot its range.

If we see a continued steady decline in valuations, we don’t need a sharp correction, as the reducing SP over the months will rebalance eventually to fair value.

Will we see a Santa Rally, not sure.

Will be see RR inflict more pain on the economy? Not sure, but not many choices considering the state we’re in.

I’m out of LLOY at the moment but check in occasionally to see what troublemakers are about and what their spouting..

If LLOY rebalances to fair value, I might re-enter, but doubt that’s in 2025.

Hi Poker,

You mentioned the below, but I’m seeing a lot of information to the contrary tbh, so I’m unsure what forecasts RR is being presented with?

“It sounds like she is being very decisive in terms to responding to changing forecasts presented to her”

https://youtu.be/EcT9GYKmu2s?si=Izbw7paPkJYYsXpn

It’s also been evident with some of the failures in the USA, that everything has been fine, until it isn’t and all of a sudden we’ve seen some recent big failures…

U.S corporate bankruptcies have reached their highest level in over a decade in 2025. This is including Covid period. Shadow debt / lending, is on a scale most don’t even know about…

In 2008, the liabilities that brought everything down was $60 Trillion. It’s currently estimated at $600 Trillion..

Gold has not been tearing through crazy levels for nothing.. which is my biggest regret, not having any gold exposure in my portfolio. How I kick myself for that misjudgement.

So what ever data Rachel Reeves is seeing or what ever she’s sniffing, I’d quite like some myself.

So I heard about all this the weekend. Madness IMO for many reasons…

A new city to home 1’000’000 people, when we already have over 70’000’000 million in the country.

When we already struggle for all services, Schools, NHS, Dental, clean Water, Sewage controls you name it, we’re already struggling with Nature and Infrastructure.

Then this barmy idea conjured up to be “ BUILT FROM WOOD “ what could go wrong I wonder??

Oh yea, and mostly the money which always talks is from a Sheikh from the Middle East..

UK selling all its assets as per usual. “Own nothing and be happy” was the phrase they used right??

I tell you what I prefer… To Export a few Million People from this small island and create a real plan for House Builders to upgrade and improve existing housing stock suitable for the 21st Century Eco models.

We have too many people and not enough housing. But we need less people, not more housing..

https://www.bbc.com/news/articles/cjw97nlq8q7o

* Credit to legsofman from the ORIT Forum. I thought it interesting and worth a share

The International Energy Agency (IEA) suggests that the supply boom in cheaper renewable energy sources will significantly contribute to the decline of the fossil fuel era.

Transition to Renewables

Recent reports indicate that the global shift towards renewable energy has reached a "positive tipping point." In 2024, 92.5% of all new electricity capacity added to the grid worldwide came from renewable sources, primarily wind and solar power. This transition is driven by the increasing affordability of renewables, with solar power now being 41% cheaper and wind power 53% cheaper than the lowest-cost fossil fuels.

Economic Implications

UN Secretary-General Antonio Guterres emphasized that "the fossil fuel age is flailing and failing," highlighting the economic opportunities presented by renewable energy. In 2024, investments in green energy reached $2 trillion, surpassing investments in fossil fuels by approximately $800 billion. This shift not only reflects a growing preference for clean energy but also indicates a broader economic trend favoring renewables over fossil fuels.

Future Outlook

The IEA and other reports suggest that as renewable technologies continue to advance and become more cost-effective, the reliance on fossil fuels will diminish. However, the transition is not without challenges, as global fossil fuel production is still increasing due to rising energy demands, particularly in developing countries. Despite this, the overall trend points towards a future where renewable energy plays a dominant role in the global energy landscape.

IRENA – International Renewable Energy Agency

In conclusion, the combination of technological advancements, economic incentives, and a growing commitment to sustainability is paving the way for a significant reduction in fossil fuel dependency, marking a transformative era in energy production.

Another post removed…

Nonsensical

@hardup

Most important question of the day….

“I’m off for a bag of Monster Munch“

Beef or pickled onion? I haven’t had a packet of beef monster munch in years. Their the best!!!

Vigilante,

Another tool added to my Filter list.

With Brent only a smidge over $65, I’m presuming this is a rising tide lifts all ships ( IE FTSE Rally )

Although my guts telling me there’s a shizz storm coming with USA looking very shaky with more bankruptcies and financial hits, and a Budget 2 weeks away which will hit disposable incomes on our little Island that’s becoming more and more insignificant.

I’ve sold half my T212 holdings to have more cash ready, but defo keeping my ISA shares in tight hands even though I expressed my thoughts on expectations of a decline is noted.

Either way, BuyBacks are no longer good value IMO and should be halted until after Budget is out of the way at least.

Next 2 weeks are going to be very interesting indeed.

I lost just over £20k on PFC and currently sweating in TLW for a similar amount.

I’ve taken enough risks and been severely burnt, so I’ll be a little more cautious in throwing more at a blind opportunity which currently this is, until I know and understand more about it. Thus trying to discuss on a related BB

Hi Bunsen, a good patronising and slightly insulting reply, well done.

I was looking for a debate not simple general knowledge.. FYI, it is common practice for companies to use treasury shares for staff bonuses. Though naturally you’re very much correct that it’s non dilutive in these cases. They can also be used for acquisitions and investments which in most cases should be generating growth for the business.

My holding here is a token holding for diversification as I previously had none in the sector. Was also looking at ORIT, and a few funds / ETF’s but unsure of next move.

I’m currently 12% / 15% in Cash waiting, looking, for the next move. As I said, considering averaging down here which would make my apparent pitiful holding a little more reasonable to the average Joe, but maybe nothing is good enough for the likes of you.

I’ll move on from the BB then, as I’m clearly not worthy.

I’m slightly dubious of Shares in Treasury, especially if they keep building with no clear plan.

Cancel them and the Divi is saved permanently, hold them in Treasury and it just suggests they would be handed out for bonuses.

I have just over 1500 shares, I’m just flip flopping on my next move if to average down or strategy going forward with this 1 tbh.

It’s currently a great Divi, so maybe I just stick rather than twist for more.

What’s the plan for those?

Seems like a good chunk sitting there, for what??

@Retec

Great post and Exactly the same as my sentiments regarding the main parties now.

The Labour Party proclaimed “Change”, but all we’ve seen is “Further and Faster” downhill Economics and a severe decline in social cohesion.

Reform are treating the UK as a PLC, or that’s how I’m seeing it so far, and maybe it’s time to balance the books as such, as the Pound and public confidence is on its knees, soon to be on its belly.

Hi Chips,

Very quiet in the forum, because free speech is dead it seems and there’s only a certainly amount of LLOY news and discussion to be had, although that Troublemaker finds any old link with LLOY thrown in just get a post in, normally just to poke and antagonise.. Troublemaker and STP, K I S S I N G ( as the rhyme goes )

In another point, well done to you tbh for keeping that faith with LLOY holding and high SP valuations..

I was 1 of the holders that sold out too early that you jibe at, but fair to you if more listened to your extensive ramblings, most would be better off..

Thanks for mentioning Spights, I hadn’t, but just put it on while mooching around on my day off work.

I joined as a Reform member earlier this year, with a sticker on my door for any possible would be Political visitors that might come knocking.

Isn't it amazing, that if you talk Economics, Geopolitics, Local Politics, each which highly impacts our Stock Market and therefor LLOY share prices, is not actualy allowed and will be removed.

Yet a trouble-Maker that want's only to cause trouble and antagonise others for their own entertainment, and just to report people is completely allowed to do so on an Investing Forum.. CRAZY!!

Of Pish poor Management of a business on all levels, then the PI's are the one's to mainly get wiped out.

Over the years, how many substantial losses or total wipe out's have their been of reasonably good business, gone to the wall ?

Rachel "it's everyone else's fault" Thieves want's more people to plough their life savings into the Stock Market... You're having a laff

It looks immaterial, but what frustrates me over the years / decades, is the lack of Coherence in Government between Party Politics.

Wouldn't it be amazing if we had a clear plan for the country, Tri or Quad-lateral agreement between parties on a direction for the country, rather than, Net Zero 1 day then Build Baby Built, then Drill baby Drill another 4 years... Then for everything to be changed by the next incoming government..

It screems of feckless and disjointed to me.

RNS: -

Scenario

Estimated impact on ORIT's NAV per Share

1 - Immediate (from March 2026) switch from RPI to CPI for ROC buyout price indexation and FiT tariff uplifts // c.-1.1p

2 - Temporary freeze in indexation at the 2025/2026 level, followed by a gradual realignment with CPI // c.-3.9p

The end result for an Investor is, to buy, or not to buy........

I don't spend all day on a BB you numpty.. I browse in the morning, then I'm off working...

You could call me a " working person ".. I'm sure I'll have a hard time come 26th..

Unlike you, spend all day on here winding people up.... STP the 2nd

Troublesome misleading again... It was not a Private Landlord as you may have indicated..

"If small unsavoury selfish landlords sell up to larger more professional ones, like Lloyds who care for their tenants then good for everyone all round."

FACTS: - The landlord in the Awaab Ishak case was the housing association Rochdale Boroughwide Housing (RBH)

I'm dubios of your motives Troublesome everytime, and if you actually think before posting.