Member Info for nomlungu

How low will she go?

A 'gift' from The Dear Leader (praise be His name) to allow devotees (aka 'long term holders') to average down with their Christmas bonuses.

Https://www.bbc.co.uk/iplayer/episode/l0056h7v/rishi-sunak-at-liaison-committee

About to start

Arrears remain at 6%; lending book increased by £18.4m, so the arrears have increased by £1.1m but overall profit is up by only £0.7m. To me an increase in arrears of £1.1m bringing only an increase in profit of £0.7m is not a good tradeoff as the vulnerability to bad debts has increased too much.

Hopefully this will be explained in some detail at the Interim Results meeting on 25th Jan 2024.

Ukraine deploys homegrown kamikaze drones to counter Russia’s UAV swarms

https://interestingengineering.com/innovation/ukraine-new-long-range-kamikaze-drones

466-mile range... London to Edinburgh is just 330 miles. Forbes says that the costs start from $15k - warfare is changing.

https://www.forbes.com/sites/davidhambling/2023/12/17/scythe-attack-drone-is-ukraines-answer-to-russias-shaheds/

#Free_Adrian

[who would pay?]

Kenny might find this interesting

https://www.viewstats.com/

It generates YouTube stats, such as

https://www.viewstats.com/@blackbeltbarrister/channelytics

They must be vulnerable to the increase in minimum wage (as are all who are reliant on cheap staff). Every 25p an hour extra costs them around £20m, so they are in for around £80m extra in wages. And their suppliers and contractors will also have higher costs to pass on.

FAR RIGHT FRINGE IS NOW MAINSTREAM & WHO MONITORS THE MONITORS?

https://www.youtube.com/watch?v=-GsIpujFOsw

Latest episode; good stuff

'Rishi Sunak intervened to ensure VIP helicopter contract was not cancelled'

https://www.theguardian.com/politics/2023/dec/17/rishi-sunak-intervened-to-ensure-vip-helicopter-contract-was-not-cancelled

Rishi Sunak personally intervened to stop the scrapping of a contract providing VIP helicopter transport for himself and senior ministers, it has emerged.

Earlier this year, Ben Wallace, the former defence secretary, ended a £40m contract for two private helicopters used by politicians and senior defence staff, which are crewed by RAF personnel and based at the Northolt airbase in west London. The contract was due to come to a close at the end of September.

Hopefully he gets some custom Louis Vuitton bags to make him look taller on the world stage

Adrian,

Good to see they cannot break your spirit

Getting worse

https://www.politico.com/news/2023/12/16/houthi-attacks-red-sea-u-s-warships-00132146

Now the question becomes; why shoot down drones when you should be bombing them before they are launched? The Houthis / Yemen are in such a bad state at the moment that it would take little to bomb them back to the Stone Age... And then cause a humanitarian and immigration crisis at the same time as escalating terror risks at home.

I place a (large?) share of the blame for the Middle East tensions firmly at the door of Netanyahu; he has courted the Settler vote to stay in power / out of jail for corruption. If the Settlers had not been allowed to invade Palestinian land / attack Palestinians and violate the Al-Aqsa Mosque would the current situation have escalated so far?

5 Live news - the Yanks shot down 14 as well... So, $30m today. That is a Billion Dollars a month!

The market is not yet convinced that Argentina is going to work under the new president, Javier Milei... He might cause so much damage that society starts to break down, leading to civil disorder and then to a far left party gaining power and nationalising mines etc.

If you are going to value an asset on a discounted cash flow basis, how many years of cash flow should be counted? But, his changes might make it easier for miners to get $ profit out of the country.

VLS Cells [vertical launching system] cannot be reloaded with missiles whilst a naval ship is at sea. The US aircraft carrier in the Gulf is having to shoot down Houti drones at a cost of $2m a shot... just to down a $20k drone. And what happens if / when an aircraft carrier gets damaged?

Some interesting posts on Twitter

https://twitter.com/search?q=vls+cells

Clearly the problem will affect the UK as well, so be really concerned if / when $unak feels the need to look like a BIG MAN and deploy expensive UK military assets that are vulnerable to cheap weaponry.

Why? A Class Action lawsuit would be in the Plaintiff's favour, so denial of the claim would be in AAL's favour, I would have thought?

Honest Government Ad | Visit the UK! 🇬🇧 (2024 election)

https://www.youtube.com/watch?v=8sRoYvFTE3c

It would be too cruel to post on the Lloyds board (cruel to the NHS who would have to deal with those suffering from the Overheated-Gammon Syndrome).

Even worse; how did they know that they were not civilians...

UK GOV say that in the year ending June 2023, there were 52,530 irregular migrants, not 750k. Still time to kick out the Tories though...

The problem with your assertion is that the Euro Zone being in recession is forecast by the December PMI of 47. So would a country with a lower PMI figure for December be in deeper trouble?

A Country with a PMI of 46.4? Are you trying to draw attention to the UK's economy, which you think is surging?

https://tradingeconomics.com/united-kingdom/manufacturing-pmi

The honey is fake, and the milk is curdled.

Troajan,

JLP will also be doing Investor Meet presentation during this week [Wednesday the 20th]; you have to register to watch the videos on that platform but I have found it useful to be able to ask questions during a presentation and then see if management are prepared to address issues raised or are evasive.

https://www.investormeetcompany.com/