Member Info for mick-b

Both his vans are marked "SOUTHEND"

Where my daughter lives and I'm a few miles away.

Have been fired into Ukraine.

UK permission granted.

GGP flying......6.55p

Https://www.proactiveinvestors.co.uk/companies/news/1061068/sage-group-surges-as-annual-profit-margins-expand-on-cloud-software-sales-1061068.html

The only thing I can find to complain about in these numbers is the fact that management hasn’t split out where it is spending its money. Otherwise, the company is fully deserving of the 16% hike in its share price following this announcement.

Overall, Sage’s shares have been trending upwards since the election of Donald Trump. As a major provider to small and medium sized businesses in the US (39% of sales come from the US), the company could be a big beneficiary of pro-business domestic policies of the incoming president.

This isn’t a value play. But with forecast earnings expectations likely to be boosted following these numbers, there could still be further gains to come.

Sage has long been one of the UK’s highest quality operators. I have grown nervous in recent years by the slight decline in operating margins and ROCE, and a stagnation in operating profit growth (despite continued revenue increases). My preference in the sector has instead been for US company Intuit (NSQ:INTU) which has reported double digit CAGR in revenues and profits over the last five years.

But Intuit is trading on an even greater earnings multiple to Sage and if the British company can start generating the same sort of results as its US counterpart, it could be rewarded with multiple expansion as well.

https://app.stockopedia.com/content/daily-stock-market-report-wed-20-nov-2024-cml-dplm-1015174?order=createdAt&sort=desc&mode=threaded

[subscription only...hence print out]

SAGE sells accounting software,Worldwide.

SAGE outstanding results.....up 18%

I hold

FTSE100 FLAT

https://www.ig.com/uk/indices/markets-indices/ftse-100

Ferrexpo definitely remains the highest risk/reward play out of the companies discussed. The company maintains a nice cash cushion of over $100 million, but much depends on Donald Trump’s ability to mediate between Ukraine and Russia. Early suggestions of an 800-mile buffer zone, patrolled by UK and European troops, seem wide off the mark. Neither side will want to compromise on territory, and a lot could change over the next few months. Trump will be facing an incredibly challenging task when he takes to the Oval Office on 20th January 2025.

A peaceful resolution and Ferrexpo holders will likely be holding several bags if they hold on for long enough. Failure to do so, on the other hand, could see share prices retreat to the 50p level, where they spent the better part of this year.

Central Asia Metals (CAML) has been a long-time favourite of the StockRanks. We’ve covered the company frequently in the past, and it’s well-known to some of the members of the community here at Stockopedia. A reliable dividend payer with a strong track record of profitable growth, the copper, zinc and lead producer offers good exposure to a range of base metals in relatively stable jurisdictions.

CAML -TRUMP

copper operations in Kazakhstan and a zinc and lead mine in North Macedonia.

The demand outlook for base metals hinges heavily on potential stimulus measures from China and the trajectory of US/China relations once Donald Trump returns to office in January next year. If trade tensions escalate, a tariff war could dampen economic activity, leading to weaker industrial demand for base metals, particularly from China.

On the other hand, as interest rates decline across Europe and the US, industrial demand may be poised for a resurgence. Certain metals, particularly copper, are especially well-positioned due to a combination of historic underinvestment in new projects and rising demand from the green transition. Prices hit record highs in 2024, and most analysts expect further price appreciation in the coming years.

V disappointed with CAML

Thought its was a hot stock....but dropped more than other copper stocks.

Many have fled to avoid conscription or in fear.

Many more are dead.

Peaking......hopefully

https://www.marketwatch.com/investing/index/dxy

FAR too cold....

Sooner be in Humboldt.

The Belt and Road initiative is a SCAM

Poor countries especially Dictatorships, that have been stripped of wealth, with poor credit ratings borrow huge sums from China.

When they almost always fail to repay, China takes the collateral ....usually a part of a port.

"Forget bottoms, its digital options, when you can't buy that good news RNS until its climbed 20% you take a DO position, or many as they are for short periods, like 30 seconds.."

Very high risk especially if you can't sell or get greedy.

Sounds like she upset POOtin.

Don't mess with a killer.

YCA flying...up 20% in a couple of days

Missiles ..Strictly limited to specific Russian targets.