Member Info for mole_man99

The UK is in so much trouble now that no debt laden div payer with high exposure to UK is going to stand up to the wall of worry.

About to go exponential as Starmer seeks to fix our disastrous debt to GDP ratio by going to war. He hasn’t found someone to go to war with but the lunatic is doing it.

Doom mole says again, get the majority of your pension investments out of UK.

Reeves tax increases coming to UK to pay for anti business and tax the rich policies backfiring. UK up the Swany too.

I see delusion still the flavour of the month here.

Germany won’t sell one auto in USA with a 50% tariff, so that Germany finished then and Europe will implode with it.

The EU globalists are too stubborn stupid and proud to do a deal.

And we just got back in with them.

Doom mole.

The truth of VOD is always in the balance sheet. Accumulated losses up 9bn to 123bn.

It’s a financial ball juggling act that hangs on a thread.

Wkp is indeed a growth share once sentiment turns positive for London Commercial space and the NAV to SP value gets bid up.

I began to see this could take some time from here, as there is currently no solution or effort to reverse the London decline.

Been with Workspace since the financial crash, but recently sold down virtually all. Sadly, London is seen internationally as a sespit. Unlike post financial crash, it may be a while for valuations to start increasing, if ever.

Meanwhile those large occupier vacancies are systematic of the fact London is failing.

Management are always great, so if you think London is going to come roaring back then wkp is a great play on it.

This time I am not so sure until there is a change in Uk politics.

What a miserable way to make a living.

Buy companies making and doing stuff that makes you tingle with best in class product and management. If you want 4%, buy a bond fund. You don’t carry the risks of holding VOD with a weak balance sheet and bad financial strategy.

Something has to change to make stonk go up. It can be just sentiment, but UK/Germany are firmly mired in the avoid category on international markets.

Nothing has changed about financial management here, so it continues to drive to the cliff edge.

IMO it’s too high for what’s coming. In Spain blackout the only coms that was working was Starlink powered off a Tesla powerwall.

They have wasted their cash and now can’t invest to compete.

UK on an economic path to doom.

I’m in a long term mindset. Yes 5 years from now any of the mag 7 will of produced total returns far in excess of EU and UK markets from today, especially VOD. Don’t make the error of sitting in UK stocks thinking there is some sort of home team safety advantage.

The US markets are not messed up if you are positioned in the best companies, but more importantly, they are going to accelerate even further way from EU, and most definitely UK, very soon. It’s possibly even starting to happen now. The tariff panic bottom is firmly in place.

Bookmark this, and follow the Mole.

In today’s episode of VOD is double effed by bad financial management and eternal doom in its main markets.

Germany social security bill hits €50bn, and over 50% now goes to non Germans. The politicians seem hell bent on bringing in more social security claimants. Raising taxes and a subsequent slow down in growth is the only way to pay for it.

Just like UK.

Happy Monday. Doom Mole.

Bit of a cheeky statement to get people thinking I made, but there is a wider issue. The UK is in trouble.

Q1 borrowing was an unsustainable 45bn. Borrowing is accelerating. Massive tax rises coming as there is no other way to pay for a rising immigrant population with a weakening economy.

Meanwhile, the demoralised population have to spend St George’s day justifying being English, and then the Government waste everyone’s time and money admitting they are carrying out cloud seeding, for that is what the ‘experiments’ to blot out the sun are.

I really don’t think we have the stomach for a Trump/Elon house cleaning. We’re finished without it, and so therefore is VOD.

Why do VOD waste all their cash on divs and buybacks? It clearly isn’t working.

Invest in companies that run their business for the best for the company. Shareholders do well because the company does well.

Don’t ever invest in companies run for shareholders.

This thing still here? Sheesh

BoE cancelling gilt sales. Can’t sell em. Even Doomster Mole surprised how quickly it happened.

UK needs to reset. VOD will be avoided till we do.

Yes it is, but China goods imported are 1.4% of GDP. Think they’ll be just fine.

China on the other hand desperately needs manufactured goods going to US to function. Factories there are going to be shuttering at a rate the CCP can’t handle.

USA hold all the cards.

Well behind the scenes individual EU countries are probably saying let’s talk. The EU itself is a daft unelected bureaucracy. Thank the lord we left.

74 countries have contacted to discuss, so a 90 day pause is in place with a blanket 10% tariff to allow negotiations, except China.

The art of the deal.

No, it’s because every country has now contacted to negotiate except China. China will lose this bun fight eventually.

We’ll, not lose, just negotiate a sensible deal that allows them continued access to US market.