Member Info for mole_man99

CPI came in a little higher than hoped stateside. Holding things down over here I guess. Rate cuts in March getting more unlikely.

Funds and trackers are a good way for private investors to go. Takes the phaff out of analysing.

I like the game of picking my own stocks.

Just analyse some companies at least. NVIDIA is going off on one because earnings are, and the forecasts are eye watering.

It's a mistake to assume everything tech is a hot bubble and will crash down. Pretty sure Microsoft was a hot bubble when it was $35 at the peak of dotcom, now $419, and it pays a div.

Of course the landowners are happy. It is not them you need to ask. The ordinary residents who will influence the councillors deciding an application. The ones who get no benefit but have to deal with the loss of environment dust and noise.

I suppose my scepticism comes from my early days in land development. If locals can get in a froth over 10 houses, they will be apoplectic over an open pit mine.

Maybe you'll win on appeal, but it will take 10 years and millions. Just cost that into the forecasts and adjust the SP accordingly.

Go West young Rob. ARM holdings the cambridge chip designer that opted to list in NY went up 50% this week on strong forecasts. NVIDIA up 50% YTD. Palantir, which has that NHS data contract, up 200% in a year. All stateside. All future world companies. All easy to spot if you read up on the future.

Not said to seem clever or make you jealous (I have my own selection of dissapointing UK investments). It's just an extension of the discussion here this week that staying focused on the UK is bad for investor returns. There is action for investors to get envolved in and it's annoyingly in America.

I would love to know the view of a resident in the area. Are they really going to allow extensive open scars across large swathes of middle Ireland?

The land is more valuable to humanity for producing food for a start.

There will never be large scale mining in central Ireland. The prof should be honest with investors what is possible here and stop dangling yet more gold to raise yet more money.

I remember reading posts about the overhot US indices and the oversold ftse 10 years ago. 10 years on, FTSE up 10%, Nasdaq up 447%.

Sadly, the stregth is in America, and the FTSE is just dinosaurs.

Buybacks don't work if you are not using gennuinely excess capital to do them with. Same with divs.

VOD are not redistributing excess capital. That is the bit the city does not like.

Would MDV take a Musk pay packet I wonder?

ZERO pay or perks, but 5% of the company if it reaches a market cap of 250bn by 2030? That would be £9.25 a share!

This is the deal that got cancelled in Delaware. No pay while you 10X the company cap. Zero if you only 9.99X the cap

Would she b6ll0ks

I hold both sides. Have done since 1990 for BDEV. About 10 years for RDW.

I think the combined entity will do well long term. Short term, because of the way this deal is done, you are left wondering if you are winning or losing. If the sp goes down 20% next few months, is it the deal or is it the macro? You'll never know.

I am keeping both and will keep the combined shares, myself.

VOD would use cash from asset sales to buyback stock. The reduction of shares in issues is negated by the drop in assets on the books. Zero sum.

Rob gets it, so does the Market it seems.

Maybe I am, but I just like to occasionally post so new potential investors can know they haven’t found a plucky early stage explorer, but a 20 year old gofundme campaign centred around the promise of a mine which never gets fleshed out.

Researching the facts they can better decide if a mine will ever be attempted or not and allocate according to the risk they see.

To be so devoid of ideas that they’ll use asset sale cash for buybacks tells long term investors everything they need to know.

If you want, Play the trade for short term gamed eps figures that help directors hit pay targets, but long term it will suffer with this strategy.

Have a good read of the posts hear, and the balance sheet, then decide if you want to join the agony.

I have a long barge pole if you want to borrow it.

Long term bond yields are running up as the market absorbs the higher for longer rhetoric. Yield focused div stocks like VOD do suffer.

Rather worrisome disconnection trend in Germany.

‘The prof also said there are other interested parties if Demir didn't want to continue although I'd say that is unlikely.’

You are not suggesting surely that the prof fluffs up reality, so he can keep this going and pay himself with investors money, regardless of success or failure?

Maybe that’s why DS likes to point out the history of this thing, so new investors can make a choice and balance out the no brainier 10 bagger buy side analysis.

Do you see a better place to invest £20000 today than VOD. If yes then why keep it in VOD.

If an investor is going to pick individual stocks then you need to be prepared to assess the likely future fortunes of those companies and be prepared to book loss if your thesis does change and reallocate.

Most PI I reckon end up with a collection of lost causes as they sell off their winners and put the money into losers to average down. The winners then keep on winning and the losers lose.

It’s an irrational emotional attachment.

BP LLOY VOD probably are the foundation of most underperforming UK PI portfolios.

Is that world class? That’s what the prof says.

Can’t be long till the Demir cash runs out.

They don’t have any Geologists on payroll I think. The prof of sleep, a hospital radiologist and a son in law for some reason.