Member Info for oogleflugal

Hi Nez. Its not been a great couple of years what with Putin, Trump and Netin yahoo. Not to mention are own spineless politicians. Lets hope Treacle made it to Lanzarote or wherever he was hoping to go. Still churning away and going nowhere fast. I have a core group of stock which i dont trade much and then half PF in trading stock. Its the trading stock that seems to be slightly more profitable at the moment. Off for an Indian wedding in a couple of weeks. Could do with a warm up! Unfortunately back in January! BW and good luck. O

Well done on breaking even with GG Nick. Andrew Bailey wants to ease cash balance requirements on Banks and Reeves wants us all to take more risk hoping this will give her more revenue. Sounds like the perfect storm brewing. I dodged a few bullets not least with a former holding I had in AGFX the forex company that did exactly what Reeves wanted . Unfortunately a risk that has landed them in special admin. One founder/director, former Spice Girl boyfriend and replaced by ex Camelot director who ran the 14 billion to 1 lottery ( perfect fit for a gambling currency trader) have all has their turn at spinning the wheel, and the winner is …..Not that I havnt got a few of my own problems at least still alive to fight another day! A few successes, but too few at the moment. OCDO star of the week. Unfortunately they are so much in debt they are never likely to get out of it according to Paul Scott formerly of Stockopedia and now going it alone on Sub-stack. Well worth a look for daily market commentary mostly on small caps. BW O

I cant see how Trump can hang on much longer. Only question is how he goes. Dragged out kicking and screaming or total implode which seems quite possible. Big business simply cant let this blundering deluded fool do any more damage to world economy or politics. Stocks do tend to be hanging in there , but anything with even a mild profit decline gets hammered. Ive bulked up on dividends a bit, at least ones I hope wont get cut!. BW O

Great to hear from some of you. Its been totally mad hasnt it ? Never expected to see OCDO under £3🚚. Was supposed to be over £30 by now lol. BW and GL.

Hi Nezlob. Soon be Easter! Its going to be mild tomorrow. Wow. The market seems mostly to have stalled which is hardly surprising since Comrad Trump becomes the first American president in history to cosey up with the cold blooded child murdering Russian dictator complaining about Ukraine not having an elected leader. I guess he is good at the gags in a very sinister way, like complementing the UK on its new aircraft carrier being a much larger target for them to hit, accuracy not being one of their stronger points.

My best play this year has been GMS, hindered by its biggest holder offloading, but still managing to climb 20%. Not much to shout about, but grateful for anything at the moment.

Greetings from the UK! Was supposed to be back in Australia for christmas again but alas things conspire. Hope you are having a happy festive season. Not been a great year again, although surprisingly my diagnostics and life science are showing life over the christmas period. Vrci up 36% yesterday having literally topped up the day before, Renx finally making traction in the market as sales begin to accelerate, and Cog beginning to whir. So not all bad, but as tricky as ever. Hoping I am learning to be more clinical. Gl all for the New Year

And nearly out of November. Stock picking ever closer to Russian Roulette. Speaking of which can we assume the nuclear deterrent idea is holding as the west verses the north east plays the ever more dangerous game of ‘call that a missile, take that you infidels. Presumably the markets would be a lot lower if they really thought it was time to duck and cover. Reeves has the makings of a very good substitute having ignored the history of labour clattering our economy with taxing the workers, while continuing to ignore the ever wealthier billionaires who had actually demanded they should be taxed more heavily.

Into October. Short changed on a summer as well as stock returns. Niox have come up trumps with an intriguing offer of buying back 6% of shares from its holders at 25% premium. Its actually about 100% in part of my holding. They are going to keep some in treasury and the rest will be cancelled. This on top of two 5% dividends in less than a year!. Novel approach to dividends. Its actually a very good move for all as I see it. Finally a company who’s directors actually lookout for its share holders, whilst still delivering accelerating growth with a £600 million tax credit thanks mainly to the Woodford fiasco.. Makes up for some other clangers in my pf. So to the budget. A lot of scaremongering about aim stock and the scrapping of IHT status. Is that really likely to make the government any money? Find it hard to believe it could be anything but political and stupid. They seem to have already backed down on taxing the super rich, so obviously going after sitting ducks, the ordinary people of this country. If the government do by some miracle avoid destroying the future wealth creators , I still believe there are some potential world beaters building great profitable companies. As ever BW & GL 0

Wow .see this page starts at November 2023! About sums up the stock market game. Nice to hear from Nick and Nez. I too am intrigued by press reports of interest in uk stocks from fund managers. paul Scott from Stockopedia mentioned it in his free podcast this weekend. worth listening to for his weekend reviews on smallcap results. Mostly in life science diagnostics now, having had another change of direction. Gl all. About time the uk market saw some better returns

Good gawd almighty its July and wet. Got rinsed taking Mr Smokes down the beach, much like some of my shares! Niox is my main star although its not going anywhere much. thats the blessing. They are generating cash though and giving it back in small bundles to shareholders . Ever hopeful the takeover. Cnc has begun to perform after a very nervous couple of years being effectively remodelled. Amazing CEO who is partially sighted I believe, but he knows how to ignite a rocket! Eckoh is one of those waiting to be recognised like many others but actually looking like it could outperform. Some eternal optimists regularly looking for handouts and not really going anywhere. Is the uk market just dead like Japan was for 40 years? Even takeovers have gone quiet. Cant see the election will make much difference. Far right in Europe is a concern as is Trump. Taken some cash off the table, so at least I can do another trip somewhere. One will be a wedding in India end of 25. Hopefully something will have come good by then. A tad more sunshine would be nice. Best wishes O

Exactly two months since last post. Its been a stinker the last two years. Hoping things are finally turning around. People have been saying this for months, but a few things picking up, and falling back immediately!. Maybe the weather is on the change too. Wishing you all well. O

Strange budget , needless to say. The Guardian were spot on about the British Isa . All my shares are in british companies with global business. So thanks for the extra £5k. Now if he made all Isa British only investments that would have had a some impact. It just makes these cabinet ministers look so dumb

N. It was a great holiday thanks. Sorry about you partners hip. Would be good to get that sorted.

A couple of things occurred to me yesterday. How have I avoided a takeover this year so far! I read a report yesterday about 100 companies delisting or being taken over last year and there are 40% fewer listed companies since 2008 crash. Surely the fewer companies the more in demand their stock will become. It is concern, and I dont know how they can reverse this trend.Spt taken out today on a criminally low valuation. Dont know how the board can recommend to shareholders. Shameful. Whatever happened to long term or even mid term investing? Some stocks are beginning to improve maybe the budget boost or inflation or anything but the health of the company! Gl

Hi all and a very belated happy new year. We saw it was snowing so decided to extend our trip another month😀! So we made it back. Leaving Australia on saturday flying in to sunday, landing in Doha back into saturday and then waiting 3 hours to take off on sunday again. confused ? I know we were! The new Qatar planes are just amazing, its like gliding with such low engine noise. Still a bit cramped but pretty good considering. It seems to me that airline food gets worse as the years roll by. Would not have thought it possible, but glad we took our own food.

In Australia there were quite extraordinary temperature drops. So one day it would be 38 degrees , the next only 20. We stayed in Melbourne with my partner’s sons who have the most amazing rental with pool at a very good rate in a very leafy suburb with lots of parks all around. Animal wise we must have come across virtually everything out in the bush snakes, a tiger snake which my partner actually stepped over inadvertently! Platypus, Joeys, koalas, Emu, posums, Some enormous Rays in shallow waters, no sharks fortunately. Amazing trip. Great welcome home at Heathrow long stay. Car had a flat, then they tried to charge us £950 on top of what we had already paid! Just what you need at 6 a.m after 30 hours travelling.

Kept an eye on the markets and even did some trading. USA, Japan and Australia all reaching new highs and the good old UK just slumbers alomg in its post Brexit wreckage. We are the laughing stock globally. Despite that their appears to be some deep value. Trouble is companies post great record results and a few days later its all forgotten. Think there will be many more takeouts this year. GL all

hi all. yes t we did indeed we finally made it to australia . hellish journey. started off well on an a380 which was luxurious and quiet to doha, then transferred to an old bucket shop plane for the 14 hour leg to melbourne, absolute torture. so the first thing we did was extend our stay for another month to february. i read about a family who hare flying and decided to go overland, it’s taken then 4 months to get to indonesia. probably to a month to get out of dover. anyway it is amazing here. been up the great ocean road and stayed in a forest by the sea. melbourne is about ten times the size i was expecting. a very young vibrant city with every cuisine from around the world and the best coffee which it is renowned. we are staying with my partners kids who somehow got the most amazing rental with pool in an area like a leafy wimbledon. parks everywhere and massive. gone do a train trip and hopefully see a bit more of old rural australia with a delightful lady we met in dorset last summer who lives here. that’s the joy of travel ,random meetings. yes the market is ****. still some signs of life though. this is the worst bear market ever apparently for small caps. somehow my isa is still above water, but a couple of pretty dire positions, that don’t really deserve it. still hanging onto n4p which i bought a few more of last week. still think they could pull a couple of rabbits from the hat. one of the partnerships operate from queensland uni which suffered the most horrendous flooding. hope you are all well and hanging in there or a bit better? best wishes and happy festivities

Hello T . Hope you are well. Has been a case of head down, perhaps not completely buried. Lot of conflicting and conflict news. Hopefully the news on Canada/USA border crossing is not a terror attack. We dont need anything else just now. The Dow didnt seem to flinch , it actually went up. Macro economics! People keep calling the end of bear market but now the government tells us we are in a 2 year recession. Looks like a May election to me. Cut the taxes they just put up, honour the triple lock to keep pensioners on board and avoid miserable winter election which they would almost certainly loose. They could just pull it off. Its their only chance basically. Mixture of how businesses are fairing and some rather staggering takeovers. Hotel chocolate? Must have overdosed on mars bars. Good luck all . Off for christmas in the sun to Aus next week Hoping this becomes habit forming!

Hi Nez. RCDO Part of my new strictness. it didnt do what I expected with all the positive news and director buys so exited with very small loss, which appears to have been the right move as it has fallen another 10%+. Will look to buy back at some stage as Looks a very good stock. It seems unless you are in takeover talk at the moment shares are going into retreat for the foreseeable. Glad I got out of Japan too, in fact there is nothing I regret getting out of. Narrow escape with Mission Group, which I also liked, but serious debt issue revealed today. Tried to buy into OTMP last month , which got take over last week. Never any shares available to purchase as all being mopped up by directors. Otherwise known as insider dealing. FA regulation as usual. Going to be a while before I buy anything else now. Thats the problem , I think even takeover bids will slow down now. Off to Australia next month for a break from all this hopefully. Gl all

Actually still have 9 stock! Forgot about Anic, the black sheep of the family currently trades at nearly 50% discount to asset value. Likely stay like that for another couple of years I suspect.

Hiya all . Another day another basket case gets taken over. There are many takeover candidates, but bot in my worst nightmare could I imagine the train wreck that is RTN be one of them. The only thing worth salvaging from the group is Wagama which they paid way too much for. Naturally the last time I visited I noticed a massive drop in the quality of food . We shared 1 meal between us with a couple of sides and it was still over priced. The actually have a net asset value per share of minus 30p ! When the stock price was about 32p. How on earth can it be worth 65p to Apollo.? All very fishy. A lot of commentators making a lot of very good points with completely different opinions. Thats a great example of just how confused the market is. Hardly surprising, but considering we are living in some of the worst times since the epic biblical stories of atrocities its amazing that the ftse is still in the top half if 7000.

Am down to 8 stock now as have been relieved of Smv a small cap set to disrupt the crooks that currently rule our house transaction industry. The Aussie company Pexa know a bargain when they sees one and played a blinder to acquire this on the cheap. There is no regulation in AIM. Somewhat surprisingly 4 of my 8 holdings are in profit. 4 paying dividends and 1 hoping to restore dividend next year. All in AIM! Must have a death wish, but thatbis where I see the best opportinity. Current top holdings: Niox, Eqls, Atm, Avg, also in Cog, Cnc, Inse and N4p my Foinavon of the stockmarkert which I fully expect to return at 100/1! Averaging up is key, as is timing, although there are exceptions obviously, but that is a law of averages itself. I would say averaging up is at least ten times more profitable than averaging down. as ever good luck and Best Wishes O

There is that nagging feeling that these markets are so well orchestrated by the few playing ‘illegal’ games.’ So easy to get caught out. I mentioned before that I operate a much tighter stop loss these days. If a share doesnt move or react how i expect, or heads south i’m out. Its the only logic that works, because updates, cash and balance sheets count for zilch. Well out of Japan, what a disaster area. Can thank Jim Mellon for that piece of useless advise. Someone pointed to the fact that pension funds are at their lowest in equities. That makes a certain amount of sense as there are rates of 6%. Even if high interest rates are here for longer (they change their minds weekly if not daily). Spt came out with a profit warning after completing a share buyback for cancellation. With over 200 million cash the price has still dropped another 30% to 86p!. I’m not in that one but used to trade it between £2-£3 not that long ago. Not going in even at this level because there is no sense or trust in this market and it it would appear to me that it is their customers who are in far worse positions, had a dabble in Igg, but got out when it went ex div. So just about break even on that. Still in. The basket case n4p . Just had another raise to buy another basket case in the nanotech life science department, it will get there one day. Hopefully before I die! There are some very good companies that I concentrate on still . My core portfolio is down to 9 now. Stopped the punts as they are just not working. Seems harder than ever, maybe a reflection of the times we live in. The eternal optimist, it will get better. GL