Member Info for Nick-Bris

Evening all. Good day today. Almost back to where I was 3 weeks ago.
My Pfizer made a bit of a recovery - but I’m still down 2% offsetvby my purchases of Taiwan Semiconductor and International Paper are up 2%.
In the back of my mind is potential fall in Sterling depending on Scottish Parliament voting.
I’ve still got half a dozen shares with a total loss of £1k awaiting forms of news and RNSs that will affect the share price drastically up down.

T - the RNS on reading looked ok. Could be left holding the baby if the Chinese decide not to proceed though.

Sold the LLYD shares for a teeny £10 profit earlier and bought Baconora Lithium - despite 25% increase already today SP only 57p when the Chinese offer is 67p. This could be rash.

I’m still a long term hold of ABF for its Primark arm. I think JD sports is a solid share, but I won’t be buying as they’ve risen so strongly this year.

T - absolutely, also from what I’ve read these past couple of days - the city still doesn’t like founder Kamani family carrying too much influence on the board despite the non execs appointed and governance and supply chain reviews. The SP should be a lot higher, but until they step away institutions are wary.

Morning all. Agree with everyone’s comments. Sounds like Boris’ euro-sausage moment on polling day.
Well, I don’t quite know what happened after 17:37 when I posted yesterday, but by 11pm my overall HL holdings dropped £1k , so yesterday wasn’t as good as I first thought. I know on occasions it changes by a couple of hundred either way, but not that much. And my foray into Pfizer has dropped 5% because of Biden being in favour of giving away IPR.

O - thanks. I think HL are quite good. If you trade 20 times a month the fee is £5.95.
R - I don’t have the voice either!
Excellent day p/f wise. That said, I’m only back to where I was 3 weeks ago.
Hope you’ve all done well

Just had notification from HL that my Jarvis Securities (JIM) shares applied for via Primary Bid have been received. Despite the 4% drop in the SP today, they are still worth 8% more than I paid.

Afternoon all. Just back from the allotment as it turned a bit squally. Stock market much better today. Bought some more LLYD on the dip earlier.
C - I’ve got a small amount in GGP @ 19.84 so slight loss at mo. However, I’m less concerned given the RNS regarding share options @ 25p to the boss in a few years. Hopefully we don’t have to wait that long to get to 25p.
T - Nick K had a couple of minor hits music wise, but with his looks he wasn’t short of modelling work. I’ve never had any modelling work, so you can read into that what you like :)

Morning all. Hope all is well. Bright and breezy here.
O - sorry that your break was cut short. Hope it’s not too expensive to put right.
T - thanks for the Taiwan update. I swapped out of DOGE and bought into TSMC on the dip late yesterday afternoon. and am up nearly 2%.
I don’t remember if any of you are in MaxCyte. I’m not, but there was a long article in the Telegraph today, which I could copy here?

With the exception of C

Well gents - at least it’s not personal, we’ve all lost a lot today.

T - thanks, but I’ve peaked too soon :) Lots going red. On this basis I will be down £1k on the day. I think I will watch the news with regard to China and Taiwan. There’s a shortage of chips already.

T - Im trying to learn from you guys. For the past month or so I try and read all the financial and city stuff in the newspapers, then go with my gut feeling. I’ve been lucky on many, and unlucky on others eg 30% losses on ALBA due to lack of patience. I’ve also sold, when I should have held another month longer eg my builders. It’s the overall bull market subsidising the riskiest parts of my p/f. I’m still in DOGE and just sold for a 15% profit.

T & C - thanks. I noticed earlier that crypto coin DOGE was now tradeable on etoro, so bought $1k going spare in the account and I’m up 5%.
I was reading an article about a biotechnology fund. One interesting aspect was their risk management Strategy based upon the Trading stocks to avoid ‘binary’ events. These tend to be based around either the outcome of clinical trials for treatments – or regulatory acceptance (or rejection) of therapies. For example, the trust will hold a company’s shares on the back of an exciting treatment development. But ahead of the results of a clinical test or regulatory decision, it will sell them. Then, when the decision comes through, it will either buy them back (if good news) or move on to a new investment opportunity ( if bad). This lower risk approach might explain their returns of 14 per cent and 50 per cent (including divs) over the past one and three years respectively.
Sounds as though it might be far too sensible for us AVCT and SAR holders!

Afternoon all. I should go out more often. Nicely in the blue now. LLYD, LGN and major mining stocks doing ok. Surprise that my holding of CARD had gone up 10% today (that’s 27% overall). Also, my Pfizer shares have recovered and am 2% up.
V - agreed, we need positive news and effect on mining SPs. - for me EUA, GGP, ARB.
Can I also include AVCT!

Morning all. I could just repeat exactly what m just said!
P/f a real mixed bag today so far, very slightly in red.
I’m thinking of investing in oil, but I’ve things to do this morning, so it can wait.
Good luck all

Max/Mez - you are correct if you have a Flexi ISA provider (which I did not)

Evening all.
S - I’m really hoping that your HUR holding was small.
I bit the bullet and bought £2k of Pfizer and promptly lost 1%.
A strange week, for me. Lots of small ups and downs across the p/f. After fees etc I’m up £11 - Yes a whole eleven pounds. Hope you’ve done better than me.
Have a great bank holiday weekend.

M. Re CARD. They are trying to get as much cash in the bank to show the banks next week that they can make it as a going concern. They’ve got a long way to go until the peak of Christmas/Valentines/Mothers Day where they make the bulk of their money. Fingers crossed.