Member Info for Lyncj01

The transaction is potentially earnings‑accretive over time and it significantly increases Standard Life’s scale in UK pensions.

Analysts (notably JPMorgan, ahead of the deal) flagged the potential for double‑digit EPS uplift, even if partly equity‑funded. HOWEVER historically, markets in the UK tend to mark down the buyer initially, especially on large share‑funded deals and then reassess once integration and earnings impact are clearer. So, it could go either way!

The wealth management segment showed lighter inflows: only £0.5 billion of net new money, which is below consensus / market expectations of ~£1.7 billion.

Https://www.energylivenews.com/2025/09/16/uks-first-hydrogen-trial-to-cut-peak-plant-emissions-a-success/

Me too! I sold all my holdings 1st thing as I thought they'd collapse.

Good results BUT markets don't like lower revenue and higher opex .... but the way the markets are at the moment it could go either way!

From a wise and connected freind - ''But there is also hope that, having already been burned by such a brutal civil war, and with the old regime being swept from power with so little blood spilled, the various rebel factions will manage to form a national unity government. Hayat Tahrir al-Sham (HTS) is the leading rebel group. There is fear that these Sunni militants - whose forebears spawned a decade of violent international jihad - will impose a hardline Islamist state that will persecute Shia, Christians and other religious minorities.

Abu Mohammed al-Jolani, however, the leader of HTS, has been at pains to stress that he intends to rule as a leader of all Syrians. When the rebels swept into Aleppo this past week he reassured residents that he would not be imposing Islamic strictures or banning worship by religious minorities.''

'The group flagged that increased competition in the mortgage market and changing customer behaviour would weigh on its margins later this year'... seems an over reaction though!

A mixed update - the most interesting statement maybe? ''Having sought external advice from venture capital firms and indeed specialty gaming advisers, we continue to consider ourselves to be undervalued on our metrics and, indeed, our potential growth opportunity in the USA. We remain open to discussion with potential partners and will keep shareholders fully informed of developments in this matter.''

https://inews.co.uk/news/end-of-the-road-gas-boilers-researchers-give-thumbs-down-to-hydrogen-heating-989230

Greencoat UK Wind is another option. The £2.6bn trust invests in renewable energy wind projects and links its dividend to inflation. Mr Heathcoat Amory said the Government's green ambitions supported the fund's prospects.

“There is huge growth required in renewable infrastructure for the UK to hit its climate targets,” he said.

The trust boasts a yield of 5.5pc, although as with many “green” stocks, shares have been bumped higher due to the rise of ethical investing and currently trade at a premium of 8pc to its assets.

I’ve been in for a while and have tended to sell 1/2 if a share price doubles - it’s served me well. I also needed the cash for the final school bill, so even more ‘reason’ to sell 1/2! I’m now going to hold on - as I can see that it can be a very attractive acquisition for some of the bigger players.

It's built on the Ethereum blockchain - which has just starting moving back up (and the Ether classic is also heading up).

Foreign travel is already illegal (unless for specific reasons) - it's the fine that will be new (if it comes into law on Thursday).

Email I received from MARS re their Privilege Card:
''As a result of the impact of the pandemic, we will no longer be issuing Privilege cards to new shareholders from 01 October 2020. In the current challenging economic climate, the Company is reviewing all costs across the business, looking at how best to support our pubs and reward our loyal customers. We are working on a new wider reward system for all who use our pubs and lodges and hope to announce further details soon.
If however you purchased the shares before 01 October 2020, please provide evidence of your holding (copy of a contract note for example) and I can arrange for a card to be posted to you.''

I'm able to buy at 473.

'Another' article in the DT today re Ceres and ITM... JP Morgan believes that clean energy stocks are in a bubble that resembles the dot.com boom in the 90's. The article does however say all analysts who cover Ceres rate it as buy and 5 buys and 2 holds on ITM; 'however neither are profitable at the moment and are spending a lot of cash on research and development'. Ceres and ITM are described as outsiders in the race. Any views?

'Another' article in the DT today re Ceres and ITM... JP Morgan believes that clean energy stocks are in a bubble that resembles the dot.com boom in the 90's. The article does however say all analysts who cover Ceres rate it as buy and 5 buys and 2 holds on ITM; 'however neither are profitable at the moment and are spending a lot of cash on research and development'. Ceres and ITM are described as outsiders in the race. Any views?

I imagine the proposed shake up will have a negative impact - certainly on the SP in the short term as the market digests the risk to the private sector?
..The changes would see a reduced role for the private sector, while a system of contracts being put out to tender, with health groups sometimes competing against each other, would be scrapped.''

Hi Davey2 - I certainly wouldn't impart advice and I'm sure some will say my 'logic' isn't rational but I've always thought it odd that you're either in or out. I often sell down 1/2 my shares if I want to lock some upside in / don't want to risk all on a falling market etc.

https://www.google.com/url?rct=j&sa=t&url=https://www.sharesmagazine.co.uk/news/shares/novacyt-drops-on-profit-taking-contract-extension-uncertainty&ct=ga&cd=CAEYBSoTODA2MzI3MTQ4MDE2OTUwMDkzMTIaNDA5MzBiNDhkNzJiYTdkNDpjb206ZW46VVM&usg=AFQjCNFLOKYNx_tIhAATJo-pBgf5kQRgWQ