Member Info for MattTheBrave

...though no idea why!

These are 7 of the best stock picking teams anywhere in the world, but chosen specifically to have complementary styles. Combines the best of high conviction skill with good diversification. If there's a better structured global equity portfolio in the world today, I'm not aware of it. That's my opinion anyway.

Interesting idea, thanks GS - I'll give that a look.

Struck me today that we haven't heard from Hottentot for a long time, and having checked, it would seem to be more than a year (May 2020) since he posted. Anyone know if he's alright?

You expect to hear about a US-based brokerage on a UK-based board, or in the UK press? What's the 18 moniker? Your mental age or your IQ? The only definitive data you'll get about revenue/profits will be from the Company statements.
On that note, we had a pre-close trading statement this time last year, so we might get an update sooner rather than later.

Well I just hope Metom's stock picking skills are better than his English! ;-)

Huudi - I think you'll have to explain what you mean. Any issue of shares is always made to purchase new assets which then produce more income for the fund. Broadly speaking, these issues should be dividend neutral unless they massively overpay, which is not what has happened IMO. RPI is effectively moving to CPIX from 2030 onwards, so yes, that is potentially a lowering of growth from 2030, although that depends on housing costs - it is possible for CPI to be above RPI - it happened in 2008 for example. Either way, you'll still be getting an inflation linked income.

The weakness in the sector overall is due to Elecy prices, but my understanding is that the outlook from here is more positive.

good stuff - up strongly again today!

I think we're going to need to have some sort of business update to get this moving again. I feel pretty relaxed though.

Lovely uplift in UK financials today. More to go I think!

Yep I have a full position in M&G as well (although I thought you said you'd sold?). My position in KR1 is about 1% of my UK equity position, and I'm happy with that. I have no interest in playing individual crypto - I just don't have the knowledge as to who will will win, and who won't.

GS - re your comment a few days ago, I found registering with Binance very simple. Fill in a few electronic forms and send a Photo of yourself and your passport - job done in 15 minutes. I'm using it to buy stable coins (BUSD), and then utilising the 'earn' function. Essentially, this means providing leverage for crypto traders, which sounds risky, but as they're collateralised daily, and have enforced stop losses, the risk is actually very low. Currently paying c7% on BUSD. Just another piece of diversification for the portfolio which I'm always on the look out for. Just a few K in at the moment as proof of concept, but will certainly add to this given current interest rates!

I agree with the correction potential, but I thought that at £42, so what do I know!!! Well done to all those who hung in there, but it does look a bit overpriced to me!

With market, and particularly crypto vol, I think IG will be minting it at the moment. Regarding 18's comment below on TT, they gave an update in March. What do you want - a daily TT update? Silly post.

PD and IC Tokens down 50%. My position in KR1 is modest and is a LT play on block chain tech rather than any individual Crypto. I'm pretty relaxed. Might add a few below 100.

The figures are fine considering they are still comparing a lockdown period with a non-lockdown one - we will need to see something pretty positive next time as the comparison flips the other way. One thing that always annoys me a bit is when a company decides to tell the market whether the figs were 'above expectations' or not. Sounds a bit desperate, and cannot be true - they don't know what is in the minds of all potential investors. Just give us the numbers and let the market decide how good they are!!

I've added a bit more at 1.59 today. That's it for now for me - just run it as a long-term hold. Might add more if it goes back to the 120s or 130s.

TBF, given that crypto can quite easily move 20% in a day, that's not exactly a 'big' discount is it.......

Hey RP - What did I tell you about jinxing us - Grrrrrr......;-)

The Free cash flow is there for all to see. In 3 years, the debt will be below industry average, and everyone will be asking when they're going to gear up for the next acquisition!