Member Info for Nige_W

Hi WiganW
Still think 3 possibilities - TM Deal, No Deal and Remain In. TM Deal doomed, but she and her party have to deny Remain In possibility for there to be any hope of her Deal going thru.
There has been no progress in EU talks. nor digging up further support for her (unchanged) Deal. About the only thing Parlt can agree on is to reject a No Deal Brexit, then if TM Deal rejected, Parlt MUST revoke Article 50.
A vote must be called soon (cos she is making no progress).
Given the above tw 300 by the summer else (No Deal Brexit) tw could drop to 150 short term (cos already built into price) and slow recovery to 300 as the market realises Builders / Brokers forecasts are correct (which previously the Market didn't believe - hence big increase in Sp when results in line with expectations).

Anyway, enough of Politics, just noticed bwy Rel Strength (and so Sp) fell by over 10% (compared to psn, tw, bdev and rdw) since BofA/ML revaluation of Builders, yet PreInt results excellent (better than BDev IntRes - in line with Xpect). Makes me think could be worth buying again (just sold a lot) before IntRes 19/03/19. Either they are undervalued or Market does not like the idea they still have a little Debt (much reduced) or something is wrong!

Can't predict Politics, my system says don't buy bwy back until June (but tempted to before IntRes), who knows? Troubles has the right idea - learn as much as you can and trust your gut feeling.
BoL

Hi Ironman
GDP by Countries, see:
statisticstimes.com/economy/countries-by-projected-gdp.php
Proving you correct but notice projections - from 5th to 7th then 9th, while Total of Eu is number 1.
EU is in process of sorting itself out (after Grexit and Brexit panics and will change for the better).
Almost half TV adds are based on charities now (Save a Donkey, Polar Bear,,,) If we had decent (World) Govt we should not be asked to help these charities - cos they sort it.
If you look at Company fundamentals, I don't believe Sp's can fall much more (even if No Deal Brexit), cos already built into Sp, and the recent surge suggest to me that we have passed the low point because Analysts/Builders projections have been proved to be correct (unlike Market expectations).
BoL

I am watching a prog on BBC called Global Questions. Very impressed, started at 02:10 but worth recording.
EU are World leaders now and we should be there with them - not leaving and forcing Scotland, N Ireland and Wales out of our Union

Hi Owls
I meant performance since (Govt created) banking disaster. Recession since created by Govt austerity program (to pay for Gordon Brown's increase in Govt spending), decreasing disposable Income..
Need to decrease Govt spending by getting rid of Quangos and Admin within Govt Dpts. ie More Admirals than Ships, MOD employees outnumber RN and RAF and no doubt soon the Army - same applies to NHS, Education …
We are overwhelmed by Bureaucracy far more than the rest of EU, so we should adopt their methods.
Germany banned referendums years ago cos it led to Hitler taking control of everything. An isolationist policy is exactly the opposite of what the rest of the World is trying to achieve.
We are part of the Human Race and need to act together to address the issues the Planet now has.
Apologies for the Rant - got carried away a bit, and don't know the answer - but something has to change!

Hope you do well with your investment in tw - Imho worth 300 regardless of Brexit, but will reach that far faster if we Remain In. BoL

Hi Troubles
Think EU have already rejected Article 50 extension, while TM can't say she is willing to allow free vote in Parlt to revoke article 50, when she is still trying to get her plan approved, so (I hope), still 3 sides to the coin.
Hi terrace
A few people could be forced into emigration but not enough to affect current supply / demand imbalance, while a decrease in disposable income will have no effect on Bldrs as proven by their performance thru recession / austerity.

Still no plans to build the extra 200,000 social houses needed, and as long as Bldrs hold cash there is no reason to allow their margins to fall.
BoL

Hi Troubles
In Process of making 3 Plans, TM Brexit, Remain In and a sentiment based Test Plan, assuming .no chance of No Deal Brexit (Plan4 - Emigrate).
As I have said before, Brexit should have no effect on Bldrs fortunes, but the Sp does cos the Market believes (incorrectly!) that Bldrs prospects depend on Economic Growth (not Supply / Demand).
If Remain In I see no reason why Tw Sp should not quickly recover to pre Brexit Per's = 300,. (if profit has doubled so should Sp).
If TM Brexit, 300 will take longer and Sp will remain irrationally low, but this doesn't really matter when you get 10% + Divis and Hold.
No Deal Brexit 130 possible - so probably a good idea to withdraw to cash, but I'm hoping for Remain In.
BoL

Hi Tom
"Special place in Hell" maybe a bit strong, but I think excellent timing (50 days to go).
Still think we are on course to Remain In as Parlt will revoke article 50 with a few days to spare.
It could be interesting in retrospect to calc what the best Plan would have been to maximise profit from this shambles, or maybe you would prefer to forget the whole sad issue.
Anyway, still think Remain In, before 29th, in which case 300 for tw before (or in) the Summer.
BoL

Ps
Remain In is what most of our politicians wanted to begin with, SNP, DUP and Welsh, EU, USA and RoW according to Jap PM Abe. Free vote saves face. Our political system is in a terminal state of collapse.

Hi Bamps
The fog is clearing.
If EU stick to their guns (which I expect), it means either TM Deal (without Mods - so no chance) or No Deal Brexit (which Corbyn and Parlt rejected) or revoke article 50 before March ??. Free vote as (just agreed?) by Corbyn and May. And everyone lived happily ever after. Maybe not that simple in practice!
BoL

Hi WW
Sp entirely dependent on Politics in the short term (until Brexit mess sorted), so I think impossible to predict.
After sorted (one way or another) I guess anything between 150 and 300 which is not very useful!!
BoL

Nano Sp quoted as 45 yet last after hours trade (sell 100K) at 45.1925 and last buys all at 45.8, inferring Sp should be somewhere between the two.
This has happened many times in last few weeks - Sp drops on close.
Really doesn't matter... too much at all, just a bit annoying. Anyone know the reason?
BoL

Hi Tom, Bamps
Spot on Tom, but I think I'll have a good look at IKA and Nanotech.
Hi Troubles
Agree there will be many environment issues. Rather than 1 massive Dam mays several smaller ones. All about planning.
BoL

Hi Bamps
For tw and builders Big Day Tuesday, (Parlt votes on Brexit) which will affect Sp - but who knows where that will take us?
t think you've got the wrong nano (LSE nano, Nanoco Ltd, based in Runcorn), who make Cadmium free Quantum Dots for use in sensors, display, bio medical apps and lighting. Possibly solar panels, but not batteries as far as I know.
We now have electric cars and the future is limitless (even if 1st electric car invented in 1830's), but Tech has advanced so much in last few years, it could become feasible to store electricity produced by Solar Panels, Wind turbines... and the simplest of the all Dams.
I read somewhere the river Congo (2nd biggest in World by volume), could power Europe (cos of huge drop in height as it reaches its outlet to the Atlantic - unlike the Amazon). Then who need Nuclear (fission or fusion - still 30 years away, as it has been since 1950's).
I will look up IKA, and interested to know your nano - could be the same cos they have a 2D materials group researching things like Graphene (and who knows what else!)
Have a look at nano board here, Plessey based in Soton (a nano partner).
BoL

Hi Troubles
This needs to all be resolved Asap.
Can't see Yvette Cooper's extension to Article 50 being agreed by EU.
Parlt will not accept No Deal Brexit and no chance of Deal which leaves Remain In.
Imho no need for referendum - just revoke article 50 on Wednwsday! (Wishful thinking).
BoL

Hi BtB
The forecast of earnings is the total of known future income and, as ME said, does not include new deals, so should be > £13 Mn (whether or not anything comes from Display).

Off topic now so ignore if you like
If your facts were correct builders would be doing badly, not in line with expectations.

New house prices are not being marked down.
Stamp duty / tax relief is History and had no apparent effect.
Less rentals more buyers (everyone has to sleep somewhere) so no effect
Materials inflation is not 25% and only a small %age of house Cost anyway. Builders will just increase prices to cover that (0.2% ?).
Builder are flat out, so cannot increase prodn cos not enough skilled Labour, cos of last (Govt created) crisis.
Building Sector regarded as Cyclical (not Growth) hence even in good times av Per about 14 (not Ftse av 15), now around 7, (before 25% rise) hence worth double Sp.
What investors need to realise is Bldrs fortunes determined by supply / demand - Not Brexit, Economic Growth...
BoL

Hi BtB
Completely agree with your advice, but you are looking more at History and Cash rather than the future. Nanoco have fingers in so many pies, even if only 1 or 2 work out they will do fine. I am sure all ideas will be successful eventually cos ground breaking Tech.
Bit worried by statement today - no more stage payments cos Earnings from Apple should cover that, but not too concerned when they are backed by Apple.
Tw and Psn just published PreFin Results which were in line with expectations (EPS still growing, Margins maintained, increasing Divis…), and Bldrs Sp's jumped cos the market thought they would fall short. (due to misconception that Bldrs performance based on Economic Growth - not Supply / Demand). Sooner or later the market will realise that Brokers / Builders forecasts are correct and the market is wrong.
Over last 3 weeks (National) Bldrs have increased by around 20 to 25% and could almost double in price as Per's return to Pre Brexit Levels.
No criticism but I think you should check facts before stating your opinions. Builders (safe as Houses) and Nanoco are opposites, but Imho both are hugely undervalued, which is why I invest in them.
BoL

Hi Eskers
Thanks for posting an excellent article.
Might have been (posted before) but couldn't be bovvered reading thru 50 odd posts of tis tisn't childish bickering.
Hi NigWit
If you simply ignored the insults I am sure they will go away.
BoL

Ps
Based on assumption that EU will not extend Time limit (cos no way Parlt will agree a Plan as they require), so hoping for a quick resolution.
Upcoming RNS's (according to my system):
rdw IntRes 06/02/19, bwy PreInt 07/02/19,
bdev IntRes 20/02/19, psn FinRes 26/02/18, tw FinRes 27/02/19.
Only last 3 could make much change to sentiment (and so Sp).
I think there will be a quick return to Pre Bexit Per's once article 50 revoked (delayed only by profit taking, as tw Sp approches 300, much slower if any Deal agreed and who knows if No Deal Brexit.

Hi Tom, Weyland
Price dependent entirely on Politics right now - see:
https://www.msn.com/en-gb/news/brexit/brexit-news-latest-likelihood-second-referendum-will-be-held-has-risen-sharply-data-shows/ar-BBSEqDN?li=BBoPRmx&ocid=mailsignout
I think no chance of No Deal Brexit nor TM Deal being passed (whatever the form). This means either 2nd Ref (causing a delay until May) or revoke article 50 immediately after vote on TM Deal (and save 4 month uncertainty).
Don't think any sig movement of Sp until something political happens.
As far as I am concerned it doesn't make any difference to value of tw (=300), but how that price is reached depends on Politics.
BoL

Hi BtB
1 It is not nano's projection - seel Nigwit link:
http://www.wallstreetresearch.org/
2 It is only the last of 1st Stage payments (setting up factory), now 2nd stage payments will begin (Pre-production). Nano will have to pay this money back but the terms are excellent (from Apple), just a small % age of revenue.
3 Display is not stagnant - just delayed a bit - see NigWit Link:
http://www.nanocotechnologies.com/system/files/uploads/financialdocs/nanoco-needhamgrowth-15jan19.pdf
The potential is massive ie Bio, plant lighting... and nano is the main player for CFQD's (Patents).
That is why I say if independent analysis is (roughly) correct Sp at end of period could well be double NigWit;s estimate of 133 cos based on pe of 18. Could easily be double that.
No criticism, but your messages should be preceded with IMHO.
I invest in House Builders (besides nano) and all your statements there are no more than your opinion, and have been wrong.
BoL and have a look at psn, tw and bdev.