Member Info for nlondon1234

Apple are already organising sourcing and building up an alternative supply chain outside of China.

Sure.India, Vietnam and even Africa are much better bets than China for continued, strong growth.Countries like Vietnam even more so potentially due to Taiwan conflict and Xi's policies in China hampering growth even for domestic investors.Mega caps such as Baba still trade at an even bigger discount to the likes of Amazon to reflect this.

Come on Clive.Give us some decent news.

A bit more volume than for a good while going through today

Some american youtuber i think called Randy Baron tipped the us listed stock apparently.Believe it or not.

Gosh doesn't surprise me and takes me back to the wild covid trading days.Not sure if i'd want to go back there and kinda glad i've decided to change my investment strategy.Pretty much to avoid cash draining pharma companies.Live and learn as they say.Good luck to everyone who isn't GC & management.

The main assets aren't eco shares still.So i'm hoping the downside here is pretty minimal.I mean an eco commercial discovery is hardly priced in here eh!However it might get wte on investors' radars again.Keep the faith wte'ers.

Just read the finals late admittedly and didn't realise this trading update was coming out.However there aren't many lse publicly listed retail companies who are turning such a good profit in such challenging circumstances.Admittledly, it's not plain sailing from here macro wise.However, there is little risk of needing more funding as long as the government & BoE get inflation under control in the next few years...If you have a good, trusted cash generating consumer brand & good management in a business, there's much less to potentially worry about at night.

If they can make such profits in these times.Wow.That's all i can say.My only worry I'm starting to worry if what they're doing is legal!

The new Apple London HQ is right here.Perhaps some highly paid employees might want to replace their smartwatches with Rolexes etc.
Monday September 26, 2022 8:09 am PDT

'Apple will open its London office space in Battersea Power Station early next year, Apple CEO Tim Cook today announced upon a visit to the all-new campus.
In 2016, Apple leased 500,000 square feet at the location, which will make it one of Apple's largest offices outside the United States. Cook told London's Evening Standard'

Having been down there to visit a few months ago the development around the area in the last 5-10 years has been massive.Here's hoping some of those foreign property investors visit their properties every so often too!

With higher fixed rates for those lucky enough to be homeowners and the 2 year energy 'fixed rate' now decreased to 6 months by Hunt for the 'middle classes', who i believe are a substantial part of Asos's clientele.I'm not so sure this will rocket up anytime soon.However, macro speaking, perhaps this could be a 'bottom'.

It's probably because Hunt is seriously considering extending O&G windfall tax as an option to be more fiscally responsible & not to upset the really important markets to them anymore.So hedgefunds etc... are naturally using the opportunity to short.Perhaps fundmanagers are offloading a few too.

Doesn't look too great for the average 'middle class' consumer if Hunt cuts energy support to all but the most vulnerable people and businesses to months down from years.Along with new highs with fixed rate mortgages.

However, there must be some value inflection point somewhere that fund managers/private equity get interested.How low can she go?

The drax sp got decimated for a while there on the recent windfall fears, which ended up being correct.

Where will Hunt find the money?Could the market be anxious about more of it coming from O&G producers to try balance the books & not be forced public services cuts to take all the heat, which surely wouldn't go down well with the voters?

'Jeremy Hunt said “nothing was off the table” when asked about a new windfall tax on energy companies.'

'“Will he introduce a proper windfall tax and help struggling families?”

In response, the Chancellor said that “in principle” he was not against the taxing of profits that are “genuine windfalls”.'

If Lanzatech gets anyone willing to invest @ that valuation in this current macro environment good on them.They must know something the rest of the market doesn't or being very well hedged or have extremely good investment bankers.They will tank immediately.

Private valuations are one thing.Spacs were great for a few during the superfuelled retail stay at home stimulus money, Cathie Wood year and a bit.

'Breakfast Briefing' ? lol.They got new management consultants working for them?

A round million shares accumulation delayed buy jut gone through at around current mid price.Must be someone wanting a good chunk as opposed to someone desperate to dump.

Testicles.Brands like empires ride high and then something else is fashionable.Superdry's owner used (perhaps he still does!) own a private jet.Topman even went into admin.Joules too!Although Joules was always more of a specialised middle aged, country mum with 2 kids and a spaniel kind of vibe.
Next seems to be an exception to the rule.It's ceo sure knows his stuff.

The Kim K of AIM or the Kerry Katona/KT Price of AIM