Member Info for Lottie123

Given the dire situation of naval supply ships or should I say ship...the liklihood of a similar request to speed up the FSS programme is entirely possible.

Any such move would enhance profitability of the contract.

The MoD has put in place, a process to speed up the delivery of the Ajax armoured vehicle.

Given the dire s

https://armyrecognition.com/defense_news_march_2024_global_security_army_industry/uk_outlines_measures_to_boost_british_army_ajax_armoured_vehicle_program_delivery_rate.html

Onlymee...sadly, my holding is far below the threshold...however, i am considering a pairs trade...the type hedge funds use...long HW short Babs willie. That would take it closer.

just bought a scrap at 11.65p with a bit of spare cash found down the back of the sofa...i have 7 fig holding...so yes, still here, still adding. **** or bust comes to mind.

Hi Scaffman. Last years monthly inflation rates were quite high. They will drop out of the annual CPI and be replaced by much smaller figures. The April cut in energy tariffs will help inflation fall, along with negative yoy food prices, to around 2%. Its written in the stars. Todays employment stats helped bring the first rate cut to may in my book...only my opinion.

Long term holders will recall the constant reference to the downtrend chart line from Dec 2019 which has, on so many occasions, put a lid on rallies. Well, the good news is, if you extend that line out to November...it gets to ZERO!! So finally, on the fifth anniversary of bring a shareholder, i can stop watching every print, endless moronic comments (not all posts of course) ....write off a significant chunk of my wealth and move on. Ohhh happy days!

Will a rising tide float all boats?

If the FTSE closes above 7,750, it will be the highest since June last year. It could precursor an attempt on the all time high set early last year. Its undervaluation has led to increased buy backs and bids, shrinking the overall supply. Of course, unless demand picks up, this malaise may continue as institutions have pulled out additional funds this year so far.

The question is, will todays employment date help convince the BofE to cut rates. Until that prospect is widely expected on the immediate horizon, the highly geared small caps will not participate to the same degree. The Aim index still languishes way below its all time high.

I know this is not HW related but we have just witnessed a systemic change in British politics. Lee Anderson is just the start. As a prospective parliamentary candidate for ReformUK in London, i am very excited!

In a forecast last year, the company announced they expected debt to be £160m by year end 2024. I dont see what all the fuss is about. The last analysts report i read expected interest in the year to be £18m. Nothing to see here, move along.

The recent contract wins make me more confident the customer base is expanding, albeit slower than i would like but expanding it is. The trajectory is positive and I am hopeful that either the 2024 revenue forecast will be raised or the 2025 forecast will be at least £350m . It appears that three of the four operational sites are nearing a capacity utilisation rate which implies positive cash flow and not far from potential profitability. It just needs Methil to gain some traction to help the process.

The Chancellor did not help Methil with his extension of the fossil fuel winfall tax to 2029 and we can only hope the easing of new licences will offset that.

The budget had potential wider implications for the UK market. We all know that UK company valuations are significantly below international peers, this is a direct result of domestic pension companies abandoning UK listed shares for overseas. Holdings in their portfolios have fallen from nearly 50% at the turn of the century to around 3% today. I wont go into the reasoning but idiot politicians are the issue. In the budget, the chancellor made some adjustments to the ISA rules which have a minimal positive affect but more importantly, he indicated that the defined benifit pension companies will need to reveal their total percentage investment in UK companies. Many in the City believe this is the start of issuing minimum UK thresholds which could infuse billions back into the domestic market. It might be that this starts a general reversal of the long trend of under invesment. Time will tell.

Https://www.telegraph.co.uk/world-news/2024/03/05/eu-weapons-exports-britain-russia-war-defence/

The EU commissioner for Defence Thierry Breton, has proposed that the EU cut off arms supply to the UK in a conflict to protect the EU itself. His rhetoric was very anti-British and should focus the MoD on ensuring UK production of everthing from Bullets to...ships is capable of manufacturing in scale. This should wake the government up from its rediculous policy of net zero which has decimated heavy industry, most important Steel.

The UK has gone from average or slightly cheaper energy costs in the 1980s to three times the cost of US and double most developed/ industrial EU nations.

SYNOOGOLD. Banging tune.

I am of the opinion the large trade might be the rump of the big overhang. So added a bit.

Calling chart people.

Where do you think the long downtrend from Dec 2020 comes in??? The close could be key.

Stokey. £25m payment for FSS this year. The M55 and Corey both have revenues in 24.

And will our 50k seller be active?

The short term question is, "will this change the 2024 fiscal revenues forecast?" As we all know, once £200m annual revenues is breached, we can start talikng positive EBITDA

bab bell end is up 25% in 2024. it must dawn on city fat cats that at some point, the significant performance of the defence/shipbuilding sector big caps, has to filter down to the **** end.

Media posts by the dozen about meeting politicians, new employees, situations vacant, charity runs by staff, cake baking etc etc...posts about actual business related...hhhmmm that would be a big fat zero.

Rightly or wrongly...topped up at 10:13p 35,500

Bubble..."dick" made me think you were talking in your best french policeman voice from allo allo