Member Info for Nick-Bris

Morning all, weather is sunshine and showers at mo.
T - thanks for the updates. My NHS app (not the NHS COVID track and trace app) now shows my two jabs with all the details.

Forgot to say, most of my p/f slightly red and unlikely to change today. Nothing jumping out at me in terms of buy and sell opportunities, so will stop looking at the SPs.

Afternoon all. Hope you all had a good weekend.
T - noted. Good luck with CCL. Too volatile for me, but opportunity of big gains if held. Perhaps especially as I read an article in the Telegraph - “that Pfizer and Moderna's Covid-19 vaccines point the way to conquering the next coronavirus pandemic and may already offer some basic protection against killers such as MERS or other as yet undiscovered threats, according to new US research.
In experiments described by leading scientists as "exciting", researchers at Duke University tested mRNA vaccines that were very similar to the approved jabs on monkeys. They found that the vaccines induced antibodies that not only protected against Sars-CoV-2, the virus that causes Covid-19, but could also guard against other viruses from the same family.
"These results demonstrate current mRNA vaccines may provide some protection from future zoonotic betacoronavirus [coronaviruses crossing from animal to human] outbreaks, and provide a platform for further development of pan-betacoronavirus vaccine”

Afternoon all
V - nice one on the trading. .
T - hope your back gets better soon. Unless you’ve had a back problem I don’t think people know how painful it can be and how your sleep is affected.
n - know how you feel -I’ve got 24 different shares. I’ve been like a child in a sweet shop this year and I’d still like to buy some more different shares. I bought most of them for medium to long term hold on the assumption of a bull market. Perhaps I need rationalise and trade some of them more frequently, because I don’t have time to look at all the intraday movements - apart from LLYD! I don’t want to be a one trick pony :)
Good day share wise today. Now back to where I was on 06 May.
Have a great weekend all.

Afternoon all. Much better day weather and stock wise.
m - I would strongly recommend the Pfizer jab, as I’ve got shares in them.
I had my second jab yesterday (Ox-AZ)
T & m - despite the increase today I’m still 25% down in my ARB holding. Will Musk invest in ARB :)
A bit gutted that all my dosh is tied up, as I could have made 4% on LLYD in the last two days.
Have a good afternoon all.

n & C - Hope the recoveries have continued.
I Was down almost £2.5k earlier today, but recovered to a mere £1.3k loss.
Within that, I made after costs 2.5% selling BHP and buying LGEN.
Have a good evening.

I’ve ran out of spare cash, as my cash ISA transfer to HL is taking longer than I’d hoped. So, sold most of my BEG and all my MPE for a total loss of £150. I was intending to hold them, but LGEN dropped 3.8% today and couldn’t resist.

Morning all. Grim day weather, news, stock wise. Can only get better?
Just sold my £5k BHP stake as I don’t want any of the coal mining shares that will be allocated from their divestment. Too many downsides on the coal side from what I’ve read.
EUA - up 10%, thought it might have been more. Uk investor magazine say it isn’t even worth its MCAP value last night. I’m holding.
ARB - down another 10% because of Musk. Although ARB are going greener electricity wise, I’ve now resigned myself to losing the entire stake Again I won’t sell.

n. Let’s just say you “n” and me “N”. No big or small :)

Well, an EUA partial sale RNS is out.
It is an extremely manic BB for years (way before my time joining LSE).
Time will tell if it’s billions (unlikely) or tens of millions.
I’m not greedy. I’m happy with a 20% return and an SP of 32p
I think some others are hoping for £32 :)

Evening all. Hope you’ve had a good day. Mine - overall not too bad.
The continued downward trend of ARB is worrying - I’m down 26% on my current holding, having lost 30% on the first lot before I sold.
n - I’ve been keeping an eye on the offerings from PB. Unfortunately, I didn’t note the immediate effect on most, so I don’t know if there were short term opportunities. It would seem a while after it’s 50/50 on the SP rising above the offer price. That said, there’s been a few that did really well and I missed out on because of not being convinced or time constraints.
The 3 I did take up have done well - BEG, JIM and CBX. I need to read up about the book building process, as I’m reluctant to invest in a share where I don’t know what the price will be. I also don’t like being rushed (where the offer is open for a couple of hours) I’m assuming I wouldn’t be “ripped off” if I’m paying the same as institutions. Happy for anyone’s thoughts.

Morning all. Hope all is well. Lots better today. I do think yesterday’s experience was a precursor to the bubble bursting sometime much later in the year.

M - I mainly hold LLYDS, and trade when I see an opportunity (usually if it drops by 1%). I don’t deal in any other bank shares. They are heavily traded by day traders. I describe myself as a frequent trader rather than daily.
I also hold HALP (also owned by LLYD). I don’t trade this as the price doesn’t fluctuate. Its a perpetual non redeemable preference share paying 9.3%. But given you have to pay £176 on a face value £100 the true rate of interest is 5.28%.

GGP - good to see it rising. May add, once my cash ISA transfers.

I’m heading for a £2k+ loss today, apart from CARD and BEG.
To take your mind off our losses, there was a recent interesting AJ Bell article a couple of weeks ago, which I re-read today. . It’s a bit too long to repeat here, and a fair few nuances, but the basis of it was:
“Fund management legend Sir John Templeton once asserted that ‘Bull markets are founded on pessimism, grow on scepticism, mature on optimism and die on euphoria’ and investors could perhaps use this framework to work out where are now in the (bull) market cycle”
They gave the following definitions -
“Pessimism: Commercial real estate stocks, Bricks and mortar retail, precious metals (and miners).
Scepticism: Long duration government bonds, US government bonds, Health Care stocks, Bond Proxy Equivalents - telecoms/utilities, Oil and Oil stocks, Value and Income investing.
Optimism: US and Global equities, Renewables and ESG themed funds, Oil and Oil stocks, Tech stocks, High yield corporate debt, Industrial metals and miners. Growth and momentum investing.
Euphoria: Crypto currencies, Index Proliferation, Residential property, SPACS. “

All my p/f is in the red apart from CARD.
Time to look away and go to the allotment for a few hours and see what our American cousins think.
Good luck all

Morning all. Crikey, just back from a school run of the grandkids to find my pf heavily red wondering what was happening.
Thanks for the info. I agree, this isn’t new news. The Far East are often the most easily spooked.

C - I include dividends. Otherwise my latest block of LGEN would still be in the red (until today) as I bought them just before ex-div. :)

V - sorry to hear that. Had a few duff days myself over the past few weeks.
No other trades today, mixture of reds and blues, but overall a good day for me. I’m sure it won’t last.

V - ABDX indeed. Though I’m in AVCT. Everyone’s a winner in that case.

Afternoon all. Lots of running around this morning.
S - congrats. You must be pleased with what you’ve done so far. It would get a good testing in Bristol today with wind and heavy showers (and sun)
O & C - I doubled up on BRWM this morning, albeit after most of the SP increase today.
O - I’ve also got shares in MPE. (Palm oil at ATH) They haven’t done anything since I bought them. I’m surprised. One of their competitors holds 23%of the company. I’m holding for the rest of the year.
Ta for info on BEG . Also holding for the year at least Again surprised by lack of movement.
C - I saw that TTR thing. They had an offering on PB a whisk back. I didn’t take it up as it didn’t look attractive enough and the SP did nothing. Apart from today! The power of the press.
Overall P/f doing well due to me buying lots of mining stocks recently. My ABF, LGN (and magnificent LLYDS - 2.78% today) go marching on. Wish I could say the same about EUA and ARB and most of the other AIM stocks I hold. I’d be up thousands more if I’d stayed mainstream.
Good luck all this afternoon

Evening all. An excellent day for my p/f. Now at ATH for the year. Still in the red on that half a dozen shares I mentioned yesterday.
Have a great weekend.

Afternoon all. Pleasant day today weather and p/f wise.
T - LLYDS is if you excuse the pun a definite banker in my opinion. It’s share price nosed dived the most what with Brexit uncertainty, QE, PPI tc , but in Dec 19 it was 67p. Heavily exposed to the now booming U.K. economy I think it will get back there by the end of the year.
I should add that I lost 20% on HSBC, BP and BT a couple of years ago chasing dividends, before cutting my losses. In respect of HSBC I was worried about the money laundering and the long arm of the US law at the time. I’d still be down now if I’d held all of them I think n