Member Info for LWHL

Pogo001. Calm down. The first casualty of war is the truth. I am pretty sure that NF has been accused in the MSM at various points as being a Russian troll. As have many who simply do not meekly follow any state-approved narrative on a whole range of topics. Or 'alt-right'. That one gets thrown about like confetti on a number of topics these days, from covid management criticisms, to CV jabs to masks etc.

People have short memories. Panama Papers, for example.

FWIW, I am hugely sympathetic to the people of Ukraine. And I think it was a real mistake too. People who were essentially brothers and sisters...now it will probably be 100 years or more until those wounds heal.

Push back on Tom all you want, as far as I am concerned, but he strikes me as a left leaning type and not a Russian troll whatsoever.

Not to mention that this is a chat board for matters relating to ITV...

UK inflation data (and PPI data) this Wednesday. CPI forecast is for 3.8% (if memory serves correct).

Based on what we saw across the Pond, perhaps a small miss on the former and a small 'win' on the latter?

Taking a view on AB's recent comments, I would have thought a CPI miss is highly probable. As long as it is 'only' a small miss, then IMO the markets will have already priced this in. So perhaps a 'nothing burger' as our transatlantic friends might say.

As for BARC, well, so many own goals here, that when the next update comes, unless it is very strong, I am inclined to see a further fall in the SP.

Looking at the US banks, even the 'blessed' one (JPM)...trussed up by exposure to US Treasuries, among other things...I am comfortable to be watching from the sidelines right now.

But if this comment ages badly, I will be the first to post my congratulations to holders. I am wrong many, many times, so this could be an amazing buy signal :) GLA.

I agree with a lot of the stuff you say Tom, but I am 99% sure they have things in place to cover big game show wins.

I have a friend who will know the answer to this. I will ask them...

Interesting. The company website investor page now shows 'updated 11th January 2024'.

My post was made within minutes of looking at it on the evening of 13th January, where it clearly stated 'last updated 7th December 2023'.

GLA.

Good luck to you, Toplocks. Hopefully the management will restore your faith here at some point.

While the local politicians are primarily at fault here, I can understand your frustrations.

If Songwe does get over the line soon, hopefully you will have a chance to return at a fairly reasonable price, although naturally I hope you do not get the chance to get in too cheaply :)

I can make no great claims on that front myself (very much a work in progress, at best!), but used in conjunction with other stuff, IMO increases the potential for accuracy. That has been my general experience so far anyway.

But ultimately, no matter what the chart looks like, all the BOD here (or any other company) needs to do is deliver. Then the SP will take care of itself.

And now a double top at 383p ish. Fascinating.

It is when the analysts predict high prices that you want to be wary :)

I am not (currently) seeing anything in the chart here that suggests a retest of that 110p level; more sideways chop for now IMO.

Naturally, such things can change in a flash, but this is a watching brief for me at the moment. Comfortable holding the tranches I bought early last week, or whenever it was.

Not in BRBY. Might add it to the radar, although with this one and ASOS (the latter I have been proactively trading for a while now), might be best not spreading the focus even more than I already am. GLA.

No idea, but of no consequence if you are confident in the future for this company IMO.

Meanwhile, a nice little double bottom there at 372p ish. As always, fascinating viewing to my mind. GLA.

Starting to? You are more generous than me in your appraisal of these politicians.

Still, my buy order is getting closer now, so that is one positive I guess. GLA.

Took a few for the kids today (naturally at the top!)

Been watching this one for a while, since that sizeable CEO purchase in October.

Had other stocks that I wanted to add to at the time, so I just kept it on the radar.

Will wait for the update before starting a position for myself (subject to the obvious caveats). GLA.

I have not watched it yet, but will try and make the time to do so.

Good to hear positive feedback from those who have, though.

That is what I want from this holding: well run, costs carefully managed and a decent dividend to reward loyalty in the shareholder base.

I have plenty of excitement in other equities. Boring, consistent returns is the only thing I seek from PMI :) GLA.

No declared shorts on the updated list this morning, so that puts paid to one theory I had last week.

If we can get back over 116p and hold that level in the coming days, that would be a bullish sign IMO. GLA.

Yeah, I think it comes down to your second point. A political decision.

The other points IMO are harder to make a case for, given the Dundas debacle, but thankfully not something that I need to give any head space to anymore. It is of interest to me from an observational point of view now.

Anyway, like you and your fellow holders, I will continue to look out for an RNS that confirms specific, hard cash numbers for those asset sales, as well as Disko news. Presumably the better the former is, the stronger your position will be with the latter. GLA.

I have avoided researching Chat AI so far. I really should look into it, but quite frankly, it seems quite scary stuff!

No way is it going to benefit humanity against what it costs IMO. Hopefully not Terminator-style, but nothing we can do about it, so we can only hope it never advances to such a level where art imitates life....

Another thing that puzzles me: The latest RM purchase as per the director dealing RNS of 22nd December 2023, says the date of the transaction was 21st December 2023. 10 million shares, giving him 78,999,268 shares in total. 6.61% of the company.

Yet the actual Bluejay website (investor page) was last updated on 7th December 2023, but lists his number of shares and the percentage of ownership as exactly the same as this RNS.

If they have simply updated the holdings but forgotten to change the date the page was refreshed, then that is a sloppy piece of admin that holders might want to get the company to update properly.

I have to ask you, Ashton: You mention the latest view (presumably from the same source close to JAY, as the one you cited before) is that the mess left by the previous management team is the reason for a strategy update delay.

If this is so, then how can Bo remain in the company in any capacity whatsoever?

And also no rebuttal from the new management, in terms of the comprehensive Dundas kitchen sink RNS by the now departed RE. So, if that RNS was accurate, then how can RM returning to the fold be viewed positively either? I really do not get this line of thinking. I would love to know who your source is, but naturally that is a rhetorical question.

Anyway, maybe news this week, who knows?

If they do confirm the specifics of good cash deals for all the non-disko assets before too much longer, then that will be the least you holders deserve. GLA.

Well, like I said, hopefully your timing will act as a good luck charm here.

Next update is in March. Hopefully we will get a run up in the SP before then. More importantly, hopefully the numbers are good enough to retain the current dividend level.

I think failure on that front might finally get the major shareholders to take some action.

The CEO is far too well remunerated for her performance since taking the baton, IMO. And she also needs to buy a boat load of shares next time too.

Not because she does not already get heaps of goodies, but to show she has sufficient faith in her vision to put a decent chunk of her money where her mouth is.

Anyway, things can move quickly in either direction. In that sense, March is a long way off. Fingers crossed it is to the upside now. Good weekend all.

As long as the BOD shows they have been making progress with the plan in the March update, then IMO holders with a fairly small average will be fine.

I plan to continue to keep trading this in the meantime, if I see what I think are opportunities along the way. I got a buy order filled (that I was not expecting to hit) the other day at 373p. I sold those, bundled with the 381p ones, for another small profit today. Still got the 385p ones though. See what next week brings, but at the time of print and only IMO, in this price range, there is more risk to the shorts, than the longs. Good weekend all.

Yeah, hopefully. At least a few trading days though from that point, and then we will have a degree of technical confirmation to that end IMO. GLA.