RE: not to bad15 May 2021 09:18
FWIW my view on PFC WG.
Both going up.
PFC is recovering as the SFO tentacles seem to be going nowhere Markets are reflecting this and in the absence of news to the contrary thus will rise strongly and prudent to use the opportunity to improve averages by selling a few at they rise. Gives future protection. PFC non provision of SFO fines I read as company confident it will now stick or at least be insignificant.
WG. SFO sorted, markets did not appreciate being hit with extra provisions for payment. This has held in lower trading range sub £3 since. Feel thus will do an Aggreko sometime soon so increasing core and averaging down while opportunity is still there.
With the cdc stating
@CDCDirector
: "Anyone who is fully vaccinated can participate in indoor or outdoor activities, large or small, without wearing a mask or physical distancing. If you are fully vaccinated you can start doing the things that you had stopped doing because of the pandemic."
This can bode well for a rise which floats all boats.
DYOR