Member Info for oogleflugal

Morning Brigade. Sunny and windy here. Yes NB I was trying to be positive about TSCO through gritted teeth. Now its jumped I can say what I really think. Accounts scandal, resignations, dodgy wine with dodgy labels, outrageous entrapment contracts for suppliers who had to buy back their own goods at retail prices if they didn't sell, bullied staff etc. Apparently this is old history. I suppose mostly it is a matter of geography for most people as to which suermarket they use. Governments love them because outside the NHS they are the biggest employers and collector of taxes and NI. The influence they have over them though I feel is very unhealthy. Fortunately we have loads of independent stores and farm shops as well as Lidel and Aldi who if you believe the adverts cost about 30% less to shop at. We have been ripped for years by British supermarkets who have been paying nice fat 5% dividends to their shareholders until the wheels started to fall off and they got some real competition and had to stop their nasty business practices with their suppliers. So they have had a surprise uplift in trade. What a surprise. I wouldn't trust them as far as I would like to kick them. Apart from that a very solid investment!

TSCO is everybody's favourite share. Don't know why its lagged the others. its a no brainer according to Jim Mellon. I obviously haven't got one cos I'm not in it/ Have been in the past and made me some money. I'd call it a defensive . I don't like supermarkets so I don't invest in them or shop in them as much as possible

Morning B. (Sharecast News) - London stocks were set to rise at the open on Tuesday despite negative sessions on Wall Street and in Asia after rampant bull run, possible debt default and interest rate rise caused a 1.3% drop. Golly, panic, fear end of world etc etc . Indeed incredibly we are up 30 points. One thing you cant accuse the FTSE of is being rampant or having had a bull run. A limp recovery still over 10% shy of its all time post Brexit high, and this with some pretty decent results from many companies claiming to be trading at aor above pre-pandemic . New car sales have slumped suddenly to worst for 15 years or decades. Thats possibly because many of then have a rather reduced performance with no semi conductors being available. The second hand car market unsurprisingly has been moving strongly.

Thanks NB. Wouldn't mind the salary not sure I can eeeeerrr manage the eeeeeerrr extended slurs and paussssses!

Good morning Brigade. Looks like it going to be one page for a fortnight soon. Got a feeling someone has posted but its not come up on the bb as of yet, probably like mine. So whats to report.
A cracking IPO from Oxford Nano Technology under the circumstances at around £4.5 billion a company heavily backed by the Chinese making all minds of DNA sequencing equipment that has apparently been in much demand all round the world tracking COVID.
Johnson finally admits that all our current troubles are because of Brexit. Shame he was the last one to realise that. Chinese property company also weighing heavily on markets. Stockopedia guy says stick with cash. Unfortunately for him he has been ramping up Boo all year which is his biggest pf holding , some 15% I believe, and is now shorting the market. In my experience what looks obvious in the market rarely happens. Its when everything looks like a bed of roses we get crashes. I can see things continuing to drift a bit, but hope Johnson is actually right in some respects that the economy is unfurling no thanks to him. Its been painful for many but fundamentally the economy appears to be sound. Evergrande may have a backer, otherwise that will cause a bit of a shockwave. UK to have every household's electricity powered by wind turbines by 2030! Lots of really encouraging things on the horizon amongst some short term gloom. Take care

N4p back to where it started the day. Good day trade I suppose for 15%. I doubt you could sell gold for a pound an ounce in this market. Even Japan's slumped back well under the 30s. Expect brigaders are sensibly hibernating for the winter now.

Morning another weekend looms> Welcome N4P to the rescue. Europe wide patent in the bag along with Aus and Japan. USA in the process. Also in the process of eradicating all my losses in Heiq! Not really winning is it! But hoping N4p will be the big one. Currently their Nuvec product being trialled by various big pharmas to enhance their vaccines and eradicate storage and transport temperature issues will get licensed end of this year or early next.

Inflation and supply chain are the latest challenge so despite the government saying they are not responsible for anything, in which case they should resign, they are very chirpy about the economy being robust if you can get any staff to run your business or buy any petrol to get to work or deliver anything. Maybe a few more people will have got jobs now their extended furlough has ended. Don't get me wrong , it was very much needed, but it was extremely generous for some who clearly didn't need as much as they got and very unfair to some who clearly did need it and didn't get anything.
Thanks guys . It wasn't the quickest escape partly because I waited to see the presentation in case it was an over reaction (it wasn't and then forgot my password as I hadn't traded for a while! ) Any way got out which was a relief and surprised how liquid the shares were for a small cap. Apparently because they took over a small company which ceased trading with no debt and changed the name it saved all a new listing would have cost and makes trading the stock easier for some reason.
Anyway fully reinvested in my next disaster! Actually topped up on other stock I already own as I can't find anything new that looks any less risky. I suppose Tesco would be sensible. OCDO and Amazon are a Nono apparently. Boo have no debt, but they have spent most of their cash I think on acquisitions and will probably have to spend a lot more to keep going and invest in future. Could get worse before it gets better I'm afraid. Got out of that a while back when funds managers were doing a tactical withdrawal in the summer. I suppose the sensible thing is to wait till next year to see how this all pans out. Its the hardest thing for an investor to sit on hands, especially if sitting on cash too. Take care

Hi all . Disaster struck yesterday in the form of a badly disguised profit warning from Heiq. Such a shame with a promising portfolio of acquisitions but management are young and very naive. Fortunately I bit the bullet and dumped on the news and it just keeps dropping, so nursing a considerable loss which would have been bigger today and probably tomorrows well. Fortunate also to be well diversified , so long as I don't get any more of those. The market does seem to be a bit twitchy so surprised by the rise today after the fall on WS yesterday. Haven't checked on it today yet as been on an outing so presumable bounced back. Hope everyone ok. GL

Hi all. S just bought my fist bit of Accoya to repair door frame in my son's house. £10 per ft for 4 x2! sawn. If it lasts 50 years + will be well chuffed but probably won't be around to see.
N. I think 8% is pretty standard average gain, although there are tests like Majedie that have halved over 20 years. T and Myself have tried level 2 and also have momentum scores on Stockopedia, none of which has had any noticeable bearing on sp direction Imo. Just the obvious finding the right stock obviously after extensive research , diversification and managing the risk , some of which are outside company control is mainly what I try to do.

Morning brigade. Another week ended another sag in the PF, except Anic continues a spate of encouraging news and investment in the new age of food production.
Just watched a video with a couple of managers from Monks trust run by Ballie Gifford.
Basically saying they look at investments with ambition to double in 5 years and pretty much ignore the ups and downs. They also underlined the fact that although their sp has trebled since the low of March 2020, don't expect that sort of performance ever again. The truth is since pre-pandemic the trust has actually gone up about 25% in last 2 years, which is pretty standard for a pure growth portfolio. So we are where we are and now back to a more normalised market with a few exceptions, Darktrace ( cybertechnology)being the most obvious. They had to drop the IPO to £2.50 to get it away, and now tearing away to over £9.00 in about 8 months. The thing that be me off was founder Michael Lynch, still with an extradition order from USA for the sale of Autonomy to HP under scrutiny. As far as I am concerned it should be buyer beware. They have armies of lawyers and accountants. The Americans are bad sports, they want everything their own way whether right or wrong. Certainly don't want a limey pulling one over on them.
So it looks like UK will continue to be cheap, remains to be seen if our lack of parity to value in other markets continues to drift, except of course when it comes to real estate. There have been howls of complaints about foreign buyers snapping up whole new housing estates, but the Tories of course can't see anything wrong with this until some of those barstewards become homeless one lives in hope, because that is the only way they will understand the shameful housing crisis in this country. 2,500 rough sleepers and several times that in sheltered accommodation. Do watch Help on channel 4. Jodi Comer (the Russian hit girl in EVE stars). Should get an Oscar in portrayal of Scouse carer. All the cast are brilliant in this story of how care homes were pretty much left to fend for themselves during the pandemic having had hospital covid patients literally dumped on them.

morning brigade. Marginally better news China not about to default on property after all which caused the big fall on Monday. Apparently they did think America was going to war with them after the storming of the White House, fearing there would be an end to democracy in the USA, which is almost hysterical. Thought they would have approved of that. Looks like energy crisis will be here for a while. Good old Boris seems see everything through rose tinted specs now. Hasn't he changed though. Beginning to sound like he could be Greta Thurnberg's dad. Unfortunately nothing Boris says rings true, not forgetting he was original a remainer. Never one to let an opportunity prevent a hand brake turn.
As far as stocks go absolutely anything could happen and as Murray Walker used to say 'it usually does!'

Morning all. NB.if a drop of 3% is your worst day ever your ding pretty well! Dow was down nearly 3% at one stage so your'e in good company. A lot of headwinds at the moment even for sparkling results. DKL who grow palm oil plantations in Cote D'Ivory and are about to start up cashew nut refining project released H1 result profits up 400% this morning, sp up .14p! to 4.9p. Gawd knows what they have to do to get back to 15p. Fortunately I'm showing a minuscule profit. Woould have invested a lot more , but this is a typical stock that upset the market a few years back and it takes a lot to regain trust in this game especially small companies

Afternoon. High NB. Expect a lot of us have been caught long. Not too fussed at the moment. just annoying that the fall is due to something completely out of our hands. However. Real estate is not immune either and I would say has created a pretty good bubble with low interest rates which are the main reason for high property prices. gl everyone

Morning all. Burying head in sand doesn't seem to be working, perhaps its because we mostly have pebble beaches! Lovely couple of days here on the Kent coast. NB just had a brief look at EUA. Looks like its in a similar area to ATM which is the only mining stock I currently hold based in Namibia, a fairly genial and welcoming government at the moment. Fortunately I bought below the recent placing price but tin seems to be the rising star this year because of batteries and electric cars. I got interested mainly thanks to reinvigoration of Cornish mines. Metals have taken a good battering recently although surprisingly perhaps Glen seems to be doing better than the other majors. Very hard to predict these markets. I've not done much but had reshuffle over the summer. Looks like selling my Japanese stocks was a bit of a mistake, but North Koreans measuring their success in how close they are getting their rockets to Japan doesn't fill me with confidence on top of all the other stuff. As I said there is no telling what the market favours next at the moment. Travel up because we are changing the traffic light system. Think it will take a lot more than that. Having said that have been surprised at the volatility of Saga . The ships are sailing at reduced capacity but insurance is their main business which the market seems to have forgotten. My biggest holding and still well in profit thank heavens as the majority of the rest of my stock with a couple of exceptions is going nowhere slowly. Have a great weekend all

Great. Our new foreign secretary......... on Have I got news for you talking about cheese and er pork: https://www.youtube.com/watch?v=0YxhIq6t6Fk. Might do well with the Chinese but not so good perhaps with France. The Americans probably won't even notice

Sounds wonderful V. Loved Red Dwarf at the time a typical BBC understated production with fabulous cast. Just seen a film set around Blackpool about two adopted brothers with Johnny Vegas as a 'non gender' landlord. Also Sean Locke who sadly died recently has one of his first ever shows currently broadcast on BBC '15 storeys. Always thought he was funny but this is one of those rare gems. Can't believe they waited for him to die to show it again.
On the share front Anic have another great announcement with Meatables on another partnership deal with a major Dutch international . N4P just announced that their trial with a major vaccine Pharma has been successful. Their nano technology allows transportation of vaccine without need for refrigeration and improves the quality of the vaccine infected into the body. And the share price has lifted about 1% in both cases. Unbelievable. I give up!

NB. Its always the hard one when to sell. It always seem to me the ones you sell go up and the ones we hang on to go down much of the time. I guess top slicing is one way to tray in the game , but I always feel that complicates the tax situation especially if you buy at different times and amounts. I believe it's done on a last purchase basis for tax purposes, thats if you sell the same amount.
More good news after the big cheese purchase announcement this morning. This afternoon one of ANIC's biggest holdings Bluelanu announced a letter of intent from Nomad foods to partner them in producing fish cell meat for captain Birdseye. I thought this might be a distraction but I guess if they can carry on getting their Tuna cell meat into production, then Nomad are going to presumably help them scale up ( if you pardon the pun unintended)!

Morning all. Nice to some faces returning if only temporary. Just returned from the Sturminster cheese festival. Some staggeringly great cheeses. Np doubt we make the best cheeses in the world. be it cow buffalo, goat or sheep's milk. I mention this because one of my larger holdings ANIC. an alternative protein investment company, have just announced a further investment investment in Formo. They domesticate microorganisms instead of cows to produce 'nature identical animal fat free food.' I.e they can make any cheese. It has been endorsed by a Michelin chef. Their initial investment in the company is up 225% similar to uplifts in other investments which is why their asset ratio is rather high, currently about +100% of nav. It has been as high as +600%. They still have about 50 million to invest from their raise earlier this year. Its quits volatile as you can imagine for an investment company, but is seen by some to be in a sector comparable to a future google, Microsoft. Amazon type market in very early stages. Actually products are rapidly getting to market now as the urgency to speed up the food production revolution is gaining momentum from Far East backers and the big corporate food companies who don't want to be left out. I don't consider this my riskiest investment but definitely the most ground breaking investment and holding well in current investment climate

A pant would have been funny too, but I meant plant. He has given up chewing smalls thank heavens, and it was mostly socks in his defence officer.