Member Info for mole_man99

Reports of gold miners being picked on for their carbon footprint now. Costs to rise is maybe the view market is taking on them.

We should really pull out of that Irish JV thing before it is too late. The costs of mining in Ireland will be mental. They won't want an open pit scar, and underground will take all the profits.

Germany is VOD's biggest market now, so you don't want them dropping the ball there, especially as they chose Frankfurth to list the towers.

What was wrong with London?

Headline on the Beeb. Ban on new petrol and diesel cars in UK now 2030.

When I really got going on investing about 15 year back, the excitement on retail forums was all around commodity companies, and especially oil. I am beginning to think investor interest in oil will never recover to pre-pandemic levels.

Time to refocus the portfolio if you are heavily invested in oil and related services.

You can deal in Frankfurth with interactive investor or interactive brokers. There will be other brokers surely.

It's down today due to healthly run-up yesterday, and the results were not that great really. Headline profit looked good, but it's down to 'Share of results of equity accounted associates and joint ventures' reducing from 2.6bn loss to 260k profit, so the main business nothing has changed much. It's still surprisingly weak and the professional market will remain wary.

For Vantage Towers, a divi return rate at 2% would give it value of €14bn, but they were trying for more than €20bn. Not sure they'll get it.

We only have 4g modem in the house. No land line anymore, and too rural for cable. It's perfectly useable. Had 4 devices streaming the other day. 5g would be beyond anything I could imagine.
£80 external aerial gets over the wall issue. In fact I suckered it to the inside of window. Works fine.
Airband have put in some system locally that you don't need landline for, but it's £45 a month, and our VOD unlimited card is £30. Stick with it for now.

Stock markets in Europe and USA have been punishing covid beneficiary stocks. The SP movement is just a lack of understanding about GAW from the general market.
Profits are still sustainable once people can go outside again. Solid customer base. Good company before, good company after.
Some other companies may see material declines post virus, like PPP suppliers, but not GAW. Buy those dips.

It will take a while to unfold, but you'll be able to tell your grandchildren you were there when the oil age ended on 7th November 2020...

It probably is by traditional metrics, but GW is moving into the pantheon of stocks, mostly listed in USA, that continually demand premium valuations for investors to have a piece of unique quality.
GW
Nvidia
Microsoft
Apple
Tesla
to name a few

How quaint that our contribution to the special group of world stocks is a little factory making toy soldiers. Somehow appropriate.

Keep it up GW

That would be the thing, but beware, the FTSE 100 was not exactly stella last few years, and I expect the same again next 10 years. Too many miners and mega oilers, and dare I say it here, Vodafones, that spend alot of time going nowhere or down.

FTSE 250 perhaps, or better still, S&P 500 or Nasdaq Mutual fund.

IF you do go US, I would suggest using a broker where you can use your sterling to short dollar same time, as I see Sterling up long term, which will diminish your USA holdings returns, but your shorted dollars will cancel it out.

Note that that is what happens in the FTSE100. So many companies rely on the dollar for earnings, that as GBP rises, their returns diminish when translated back from USD.

FTSE100 may just tread water next few years. Nasdaq going mad in just a few days. A well timed in out there will give you same gains as being in FTSE100 for a year.

Wow what a move. Did not see that coming. Take care at this level though. If they manage to turn in a profit of £1m net, the PE will be over 100.
Games Workshop a more solid bet on the covid hobby recovery, now that HRN is at these levels.

Biden win is oil negative surely. Accelerate the move from hydro carbons, further sapping investor interest in oil and oil focused companies.

WTI gapped down at open. Not much but just hit -4%. Not looking great for oil next week. Feels like traders are hungry for $30. Prove a point or something.

I am hoping a panicked market offers us 35p or less to add. It won't last long so grab it if you see it.

Watch oil trade opening tonight, 11pm. If it gaps down significantly, TLW will go with it. It's won't escape the negative sentiment.
Low panic prices could be temporary though. Need to get through the election and hope Biden does not win.

I shall be adding if GW falls under £10 with any Monday market general panic over lockdowns.

Will take some more at 30p. It's an odd one though. I think we all knew it was coming so SP would of declined more last week. MM's may enjoy some shock tactics taking it down super hard, but then it may recover through the morning.
I shall be waiting for the 08:30 trough to see what's on offer.

How we're all gonna kick ourselves in a few years for not mopping up more of these covid victims at the darkest hour. MARS, Easyjet, Greggs, even Carnival Cruises.

UK will join Germany France in lockdowns on Monday. Thoughts of Biden winning in US. Nothing but down pressure on oil next week. May flirt with sub $30.

Holders need to realise TLW does not live in a bubble. The general market is too negative, and no sign of it improving.

Biden in will be another hit for oil markets.

Sideways market at best in US. Will be dodgy up to election next week. MSFT just announced excellent earnings. The SP went down. Investors are stretched and nervous. I doubt they have any appetite for overseas ADR's.

Leveraged funds, short or long, will blow up your account if you don't know exactly what you are doing. Better to master the basics first.