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Ah, its not the Russians. Its Citadel Advisors short (+0.5%)
https://shorttracker.co.uk/company/GB00BF8Q6K64/
Yep, 8% div looks attractive switching out of growth which is also dropping against rising interest rates and inflation. Maybe US will be interested this afternoon and take the SP up a bit. US futures are red and we look cheap imo
'In arid climates, like Africa, with clear sky's, rain fade probably wouldn't be a big issue, but the UK's a different matter '
I remember leaves on trees and the roaming bills increasing 20% in the growth season LoL
'mm Wave carriers at Ka band'
I also wonder if the carrier capacity between a large rural cell is comparable with a satellite. A bit like comparing a B road with the M25. Must be a profit curve moving from urban wifi to rural cell v satellite. Interesting now I am thinking about it
Found this over the weekend and ran a few scenarios. Another useful source. Can tweek economic expansion, opportunity cost, risk and uncertainty and momentum.
https://www.gold.org/goldhub/portfolio-tools/gold-valuation-framework
Monitored this a few years ago, the market tanked and I lost the link... Thks for posting and I will look at it again.
says 'Our specialists use mathematical and statistical methods of prediction based on the existing historical data. They take into account the following factors with varying degrees of importance: cyclic recurrence, knowing correlation of market indicators, changes in the availability and attractiveness of the instrument for speculators, electronic and algorithmic trading growth, regulatory intervention degree and frequency of significant events over time.'
Triumph, not sure what those views are but assume its that the 'dusty' ftse indexes seems to be capped vs S&P. Though, add dividends and things improve. The potential for capital destruction in debt instruments must rank higher at the moment, or is fixed income safer?
https://www.britishempire.co.uk/resource/dividendday.htm
Hi CSDI, you make very practical points. I am wondering about 7% rpi and the BoE starting the interest rate ball rolling. Not just Vod, many individual ftse 100 'value' stocks havent recovered since 2018. A broader index to capture the rise lowers the risk of missing it in individual stocks.
All comes down to individual risk preference/ aversion and the hedgies and quants are always on....
With covid its difficult to see a clear investment horizon so clearing debt and maximising discretionary spend is not a bad way to live your life if time is limited.
Merry xmas all and looking forward to 150p in May :-). Maybe back to < 110 before then for a top up if we are very lucky imo.
H2 is going to be better than H1 and set to deliver top of the guidance range for the full year.
Interim dividend locked in :-) and still holding, whatever their value. The hard part will be holding onto them, on the way up and when they get to 150 or 200+.
Thank you Compound for the analysis.
If I am guessing an outcome, I like Androids chart below, having thought about it.
If we close Friday above 113.62, it will be the 4th week of higher highs, and we will have banked the dividend :-)
GLA
Hi Dan. I am no expert on TA but someone I know with a Phd in maths told me his algo models run over days, encourage certain pricing behaviours as he is moving £ms, then closes against the trend established. He doesnt look at the screen during the process to avoid the fear of loss. I suppose if he is winning, another bank/ fund is losing and PIs are collateral damage if they try to trade the TA. If a big hedge fund did the same over 6 or 12 months, the daily price activity would not make much sense. Just streams of algos. But big money must trend toward an objective and cant crystallize profit in a day. So a chart might identify that trend. Lots of different things signal price changes. Covid, inflation, US China, Brexit, Interest Rates, Evergrande, energy prices etc
Android, thanks for the analysis. I found the links interesting and must spend sometime understanding TA. What is striking is that these platforms, like investing.com, offer a package of drop down tools to design charts, whereas the 'big boys' no doubt design their own, write their own programs and can tweak for finer analysis (make better decisions and more importantly, more money). I notice that last weeks 'doji' is not a perfect long legged doji, but it would be if it was shown over 2 weeks.
Fascinating stuff, thank you.
'stockmarket discount to the carrier’s sum-of-parts'
SP looks c50% discount to sum of the parts, similar to VOD. Maybe broker targets 150+ not unreasonable in a shorter timeframe?
He is right that operators duplicated and more, the number of masts needed for geographic coverage. Put a transponder where you want one and mast sharing has reduced costs massively.