Member Info for mole_man99

Following and investing in tech disruption, I have learnt never to say never.

New Glen did launch successfully last night, so a few years time and there could be some sats up for that venture VOD got in to so they may have some cover. My argument is that they should be preparing for these things and not paying divs and buybacks while holding debt.

Investors will underperform over the long period because of it.

Current gen Starlink sats have bandwidth of 96gbps. LArger Gen 3 which Starship can launch have 1000gbps.

VOD should be getting defensive. Disruption is coming.

6 more days, then the FED sets up strategic BTC reserve.

Only very easy gold mines with third world cash costs will work now. Clontibret isn’t one of them

Neither will buy this rambling mess.

Having to unwind tortuous partnerships is evidence that previous management made bad decisions. That management is now the CEO.

Microsoft have allocated 80bn to AI spend this year alone. Gives you an idea of how important they see VOD spending about 1bn over 5 years.

Amazon is Bazos who is dreaming of setting up satellites to rival starlink.

VOD blew it big time and continue to compound the sin by running the company to pay dividends and buybacks, into the ground.

Morning all.

Only got 5% left in UK listed stocks and it is pretty much all GAW. Such a well managed company, and the Amazon series is going to blow the doors off. Just look at the impact of licensing rev on the bottom line, then the increased exposure.

The collapsing pound will help GAW. Dollar sales become more valuable, I.e. Amazon licence fee, which will be tariff free.

Buy the dip.

Shares of Greggs down 34% since the budget, if ever there were a canary.

My sights are firmly on a 5 to 10 year span. Over this period good USA based companies (including UK listed in USA, eg ARM) are going to massively outperform UK listed companies, unless there is a massive change in UK management, which currently does not look likely.

If the value of your money in the next month/one year is important to you, then you should not be in any stock. If you want to protect your savings, current and future, against the rise in the cost of capital (buying power) over next 5 years or more, then avoid UK. Tepid to recessionary growth and rising taxes to cover the gap worsening the situation.

Today the treasury had to step in to calm turmoil in the treasuries market. The cost of borrowing is rising for the government as international investors demand a higher premium to lend money to us.

Interest on the debt is on track to be 3 times the defence budget. With the budget cancelling hopes of growth, only rising taxes can pay the difference.

Leave you to decide where to keep your money next 5 years.

A little pariah evidence today from Kelvin Mackenzie, editor of The Sun and founder talksport in a post on X

‘ Foreign investors are so spooked by what Starmer has done to the economics of the UK they wouldn’t loan us money today until we paid them interest of 5.21% , higher than in the Truss days and the highest for 27 years. More tax rises and even lower growth are on their way. Help.’

There’s always a Tim nice but dim somewhere.

It’s in their benefit to not have a JV underway. Tim will put more money into a dream.

Pay those wages, diluting all the way.

Especially if you know you are.

I am too, but somehow it’s all the intelligent ones holding a stock in an indebted company listed in a country facing recession that under it’s minority leadership has become a global investment pariah with the additional hook of all decent people being disgusted with the cover up.

Wake up and grind that axe with me.

These perpetual buyback companies have run out of ideas and balls. All they can do to hit their SP related incentive bonuses is buy back their own stock. VOD commit the additional sin of funding it from asset sales or borrowing so the SP constantly falls despite the buyback.

Avoid them all.

FTSE 100, 5 years, 8%

Expect the same comps next 5 years, is my point.

Don’t be afraid of concentration if you find the right companies and assets.

from ft

a total of 88 companies have delisted or transferred their primary listing from london’s main market this year [2024] with only 18 taking their place, according to the london stock exchange group.

this will probably continue in 2025. international companies listed are going to start wondering if they want to be listed in a nation attempting to cover up gangs doing things to girls, as trying to stop it would be ******. it has become a global issue.

be aware of it at least, as you try to reach your personal retirement targets in this messy world. it’s going to effect the investment decisions of the big outside money that props up the london market.

We’ll just have to see I guess.

Because with the wave of animosity coming to investing in Britain, UK stocks are overvalued, not under valued as may appear based on some arbitrary old value metric.

We need outside funds to maintain valuations. When the funding dries up, and sells and leaves, the bubble will pop. When the government can't sell bonds to fund the deficit, taxes will rise, growth will completely evaporate and the valuation bubble will pop.

Nice and dramatic yes, but it's the truth. US senators now calling for sanctions on UK over Starmer, that Jess bird and the you know what gang scandal. I can't say it here, so if you don't know what is going on you'll need to read some non mainstream media.

Evan, lse chat boards are uk focused, so generally no I can’t find anything positive to post.

Dan, with everything that’s queuing up against UK, it’s apparently undervalued UK assets that are in the bubble.

Pick your assets outside the UK wisely and you can avoid the excitable stuff with no substance that will indeed come down.

Well I tried. Sigh.

See you all on the other side.

JP Morgan have boycotted the uk bond market. Will become increasingly difficult to borrow money on global markets. It begins.

Sorry faithful, but till labour are out, the UK is in a downward trajectory economically.

If you keep the majority of your investments in UK focused companies, you are going to struggle to see much of a gain next 4.5 years. The buying power of your savings will not keep up with global asset costs. Rejig your portfolio to be at least 80% not uk listed, preferably US listed companies with excellent management, and Bitcoin, but I understand that’s not for everyone.

There are a few good UK companies that are doing a good job in this environment, hence the 20% allocation. You have to search hard though. VOD isn’t one of them.

Exchange rate risk of being in the dollar is negligible as UK and the GBP become a global economic pariah.

We can reverse all this, but never while labour are in.

Sell while you still have a few quid left.