Member Info for meshtrader

These markets are currently displaying some head scratching bifurcated behaviour. As of today it'll take a new investor over 50 years to get their money back should they plunge into NIKE shares. Bonkers! Between the two (VOD and NIKE), I would own VOD any day of the week at the current prices.

You still got to love this market as like any decent smorgas board it caters to everyone's taste.

PS Impressive NIKE managed to increase sales by 100%, but who the %$ll buys NIKE these days? Over priced low quality rubbish.

Strategically speaking, VOD may be better off not penalising its customers with roaming charges, specially in those European countries where it's running its own networks.

VOD has a unique offering by being a multi-regional player. This is why one should not mix the two [ BT vs VOD].

@papucel
"Please help me to get my head around my original note; how do you see an Amazon intervention if any?"
----At this conjuncture, the cat is out of the bag and we shall soon discover the real players. No reason to speculate about anything.

I simply don't want to nudge anyone in any direction. If you have confidence in MRW, then nothing should change. The expected value of your investment is equally weighted to the upside as well as down until the deadline. So anyone taking a punt now is doing exactly that, taking a punt. That is neither an investment nor a trade.

@bendipal1
Personally, I welcome constructive viewpoints in an effort to detect angles and gaps in my own analysis.
Your post today suggested a biased view by a mere reference to a 3rd party report, which actually doesn't say anything as we don't have access to hard data. That hard data will only be made available once the quarter results are in. At least the data on the side of MRW and each of the other competitors.

The very same article is stating MRW trade is up by a whopping 9% since same time 2019. Indeed, such figures in isolation are meaningless unless benchmarked against the rest of the competition. Still, your statement, however, comes across as bearish without much proof. This is why I was intrigued to look up your past posts. Now that we are on the topic, I would like to hear what your definition of "colossal debt" is? In fact, let me make it easier for you. What is the NAV per share for MRW? That way, I will get a better picture of you reasoning.

Anyone can post anything on these boards, but as all of our comments are public, I believe we have a duty to conduct rigorous research before publishing and stating "facts".

This is from one your previous MRW posts: "MRW's colossal debt mountain of £2.8bn doesn't exactly help sentiment either."
---
Are you for real? lol

My original post as of 28th May is a bit outdated thanks to the rocketing crude prices lol
BP will be killing it for Q2. The average crude price for the quarter will be well above the $65/b.

The sp is consolidating right now and has the 500 mark written all over it ;-)

"He worked bloomin hard to build this business , and it hurts to see it possibly being given away to a load of sharks. "
-------Whether one works hard or not doesn't make an iota of difference. How do you define a load of sharks? They are taking your shares off from you for nothing? In what way does their approach constitute a misnomer?

" We should keep this British successful business in our own hands"
------Right, so the core of your argument is all about nationalism?

Either we believe in free markets or we don't.

MRW was significantly undervalued and will be sold at 300+, which would now be at ca 30% premium to current prices.
A hint of a second bidder will take this to the 3 mark in no time.

"I bet the Shorters are having their fun today! looks like its going to be tradey up until results day."

Why would funds who are genuinely interested in making consistent money be shorting oilies at this inflection point? The trend is up, not down. In my opinion any trader worth their salt would be buyers and not sellers.

It's pure fallacy to attribute any drop as an evil action of short sellers. I do short selling, but in this market where money is free, its only lunacy to go short without a proper business and execution plan, particularly on such undervalued asset [oil]. When hedgefunds and the like go short its an effort in balancing their aggregate risk profile of their portfolio and not a single bet!

On the other hand mega funds are hard at work in creating opportunities to expand their holdings during and at any correction phase. While you sell to convert your hard asset to fiat cash, they are doing the exact opposite.

@Thronegames
Super low volumes permeating erratic moves amplified by the algos.

"but the market gets spooked very easily mate...ive never seen powell so dovish....markets are forward looking, and get nervous when any mention of tightening monitory policy is mentioned"

Yes, and what did he utter? They may start considering the rates at the end of 2023!!

But in all truth this is all smokes and mirrors. There is no chance in a millions years they can raise rates without causing depression across societies addicted to cheap [free] money. For God 's sake, Mickey Mouse companies are created based on confetti money.

What is being played out, i.e. a mute sell-off is a set-up for major funds to scoop up whatever great value is out there. Right now that value is to be found right here in the UK. FTSE companies are ridiculously lowballed compared to their international peers and specially the wild wild west yanks.

DYOR

The current market is seemingly applauding bare naked emperors. The whip and chains of market forces when that mindset shift takes place will be earth shattering and could potentially cause the great financial crisis 2.0.

For now, the likes of vod are getting hammered for no other reasons than invisible art(or was it fart?), currencies and castle in the sky unicorns are perceived to be more sexy and gen Z and millennial friendly. What a shuddering face slap when reality sinks in at some point. For now, the sheeple can carry on playing their Fortnight while soothing their gambling habits through the likes of Robinhood and infinite number of worthless virtual "currency" exchanges influenced by reddit posters.

I am grateful for the opportunity these irrational whipsaws in the market are presenting right now. How on earth would you, otherwise, load up on securities such as vod at these levels, when the CBs are printing trillions?

We are truly living in a surreal world, where fantasies and lies are praised and rewarded, whereby the pursuit of reality and the truth is punished and discouraged.

Keep buying and happy Friday!

the chart "analysis" can be summed in one sentence;
-it may rise or it may decline.

A complete nonsensical article, where the author has allowed his own emotional state dictate the content and outcome of his "analysis".

The long term charts are turning bullish and it will take a while to turn this fat ship around . Only someone leveraged to his forehead is feeling the pinch given the opportunity cost.

Finally, the author is referencing the current irrational market movements [or exuberance depending on which asset you are referring to and your viewpoints].

Anybody with a grain of interest in the markets could have not avoided the meteoritic rise of GameStop based on a meme and reddit gang(s) deception. And this is just one example of plenty! In such jungle fever of a market, why would it (market and sheep of agents) pay any attention to a sleeper like vod?

"The easy way to invest in the rise of bitcoin, if you are spupid enough to do so, is spread bet. "

hahha that cracked me up - bitSpread :D as soon as the "trader" has placed his bet, he will be forced to spread his legs , bit by bit lololol

but then again, its through spread better the likes of IG are making a living.

based on the back of the envelope calculations, BP's profits for q2 should be higher by ca $3.9billion.

The higher estimation is based on the delta in the average price diff in q1 [a range from 48-66 averaging around 55] and q2 [58-66, averaging around 64], and further based on BP's announced breakeven point @ $35/b.

Happy Friday

"blockchain technology will be the basis of frictionless future payments systems "

What has an open source, advanced data-structure of linkedlist to do with currency? In fact nothing new about linked lists. It has been around almost as long as Ms Ada started programming. If that's your logic then, motorways, internet etc are all currencies?

Give it a few more years and all central banks will be rolling out their respective digital currencies by leveraging their own blockchain architecture and deployment. For now you can trade your alt-coins etc trading like GameStop for no other reason than there is a greater fool who is willing to buy at a higher level. FYI - that's not investing.

The question is not if this crazy mania will end in tears, but when. Until then you can try to preach to the other plebs the wonders of blockchain as a currency and store of value lol

@fleccy
At least a Tulip is physical and beautiful to look at. They were at one point trading at $2500 each lol

"Crypto's are just one asset class that is looking into an exciting and bright future. "

Please do enlighten us about cryptos and why they are an "asset class". I am all ears.

The last paragraph in my post is missing; "..can't replace and find substitutes that FAST"

The stock is trading at around 4-6 its FCF. With rising crude prices, it won't trade at these levels for that much longer. Also, I read somewhere that this inquiry and "law suit" came about in 2019. Since then Shell has been one of the first oil majors to take active measures in transforming itself. Indeed, it could be argued that perhaps the board sensed bad things are lingering in the horizon if no immediate action is taken. Regardless, measures have already been taken - decisively.

Logically speaking and as a side note, if the judges are that keen to go 50% green in less than 10 years, then the same fist slap should be applied across the board. One example; Air travel. You can't simply use one red tape for one sector and ignore it for others.

You simply can't replace and find substitutes to so many critical products and materials that are a derivative of crude.

/Keep loading. Apparently Santa comes more than once per year.