Member Info for oogleflugal

Ah there you are T! Two posts already saying the complete opposite to me. :)

Morning all. Clear, sunny and still the artic breeze swirls through the streets like a whirling Dervish. T its suggested that you have already posted according to lse, but can't see anything yet. I find my posts tend not to hit the page till several hours later sometimes. Anyway, all adds to the confusion and fun. Lower call today because of fear of tax hikes. When there is no news they just dream up a new non existent concern, just like shares taxes goes up and down too! Have a good day although famous last words, I can't see much happening

Yes T. I have changed strategy somewhat this year. Live and learn. Roo was a stupid boredom/frustration trade . Last year I concentrated on 5 holdings but got spooked by having such massive positions in companies like FXPO, which has now doubled again (although people still fretting about impending Russian invasion consequences). So although I made a fair bit of dosh last year I could have made twice as much sitting on positions like that and SMT and MNKS spring to mind, but of course I still made money switching so might not have missed out as much as I thought. Just made a lot more paper work! This year I feel is not going to be as easy to make those kind of gains. Trying to appreciate that buying stock at new highs also works. I'm diversifying more adding to winners and closing losing positions much quicker. This is definitely a full time job, not how I imagined or really wanted it to be, but can't complain. A lot easier than cutting up bits of wood and glueing them back together again, another of my great former careers!

Good morning. Thanks T. Am well out. Just unlucky I didn't hang in for the short rally. Told you I was rubbish at day trading. Good idea, poor execution:)
My one remaining cybernet security came out with a half decent set of figures this morning adding a couple of g to the PF but still down slightly and at least they aint going bust just yet! Added more BEG (insolvency practitioner) to my ISA and also more SDI small acquisitive medical instrument maker.

Quite a choppy day. the market was not fooled by the AVST update and we did well to escape C. They have admitted that trading will be flat for the rest of this year basically. Doesn't really sell itself very well and its on a fairly high rating for that. I am beginning to think that although cybersecurity maybe boom sector but it is also very crowded and competitive. Only in one stock there now having had four. Getting a good kicking in Japan. Had been doing rather well till they all started getting too friendly with each other. Let their guard down thinking they were safe. Just have to ride it out now with my trusts there. They seem to have plenty of vaccine on order. Might be too late to save the Olympics as V was saying

Good idea M. iWeb continues its record breaking performance of not working, while my Jarvis account waits patiently for the transfer of all my holdings initiated at the beginning of this month. Dog walking time I think

Morning all. S is that a Traction Avant or a 2cv? I believe the Maigret Citroen was the first car with rack and pinion steering. Anyway sounds fun whichever. I did drive a 2 cv van a couple of years ago and was very glad to hand it back. Could believe I'd driven one to Spain and back somehow. A friend of mine has an Avant for at least 20 years. That is quite special.
PS at stockopedia is putting yesterdays falls down to profit taking. Might be partly right but I think there's a bit more to it than that. General nervousness and confusion about the state of the pandemic, overpriced recovery and some mediocre results. However it does also look like a case of throwing the baby out with the bathwater. So which are the bonnie babies?

T, India want to ramp up vaccine for younger people, trouble is their production doesn't meet that demand. I imagine it will be all hands to the pump and fortunately there are a few countries like us with excess. Its a case of remembering which country has banned which vaccine. Its quite ridiculous when you read the stats on clots compared to dying of covid, car crash or other kinds of fatalities. The Danes seem prepared to sacrifice potentially hundreds more people to try and save a couple of people from dying of a blood clot. I thought we and Israel had proved beyond doubt the effectiveness of getting as many people vaccinated as possible. COVID kills more people by blood clots than any vaccine has so far.

Wow just seen some rather big offloads on AVST after close bringing it back to 4.77. Quite clever wording on the update. Always pays to read an update a few times to really see what's in it. The update was 'in line' at upper end of forecast, but then it goes on to say that because of R& D work in the second half they expect earnings to be flat. To my eyes thats virtually a profit warning and I think they are fully valued to be honest C

its hard to know what the market has reacted to . News headlines have mostly been about football last couple of days. East fairly heavily down. So good to buy a few things .

Not back in AVST yet. Not sure I will just yet. I picked up FOGB ETF (new food production, like ANIC but much cheaper))which had hitherto run away a bit, and thats now gone back up. MNZS is a couple of p down on my buy and MCRO has fallen another 10p on my buy. Room to buy more but will wait for dust to settle a bit. Ftse down 2% Dow down .7%. typical

not too good C. Just about everything taking at hit regardless, but opportunities occurring hopefully

Doing my bit buying back MCRO and MNZS today who's announcement of a record air cargo contract in the US is greeted with a 3% drop in sp! MMs having a field day dropping prices and refusing to honour buy trades.

C. Decided to sell AVST @ £4.99. Maybe a bit premature but this was a pretty good rise this morning . Hope I can do the brigades favourite trick and buy back cheaper later!

AH AVST. full year maybe flat due to second half weighted R&D spend. Was hoping some of their recent partnerships might propel us forward a bit more. To be honest they never seem to have rave results, yet it has managed to double since flotation. For a sector that is suppose to be hot it seems long way from setting light. Not even sure I will partake in the Darktrace float. I sold IGP mainly because directors seem to have their interests well ahead of shareholders and that doesn't seem to have escaped the notice of the market.

Morning everyone. Bit of a murky start. At the risk of kiboshing their double digit result C, I think your £5 target should be delivered soon. Although in line, its the first time I have known Avst deliver double digits in the first quarter. Ok its 10% instead of the usual 9%! I think that could be seen as more than green shoots though. Ex divi in a couple of weeks too, so will probably hang on for that.GL

Wow, runaway driverless Tesla verse off bend and crashes killing its two passengers in Texas. Presumably they mean it just carried straight on, but the road didn't. These guys were about my age which seems even more amazing. I just couldn't, wouldn't and never will.
Good article in Stoko this morning by Edmund Shing. He talks more sense than most. A lot of talk about selling up or just holding through any dip. He is of the opinion that now is not time to run for the hills and I tend to agree. The FTSE has still woefully underperformed the rest of the main economy markets. I can remember when we the Dow was around 12000 and we were around 5 or six, usually about half the Dow. Now we are about one fith. There are obvious explanations for this, and there are many uk mid and small caps who have done exceptionally well this year. The point is though many have actually done little more than recover what they lost, so possibly a bit flattering. Government backed 5% deposits for new buyers should help support the housing market on top of the stamp duty exemption. Well done if you are holding OCADO positive news from them this morning. Seem to have missed the opportunity again. Baring in mind their long term target perhaps not. I have a funny aversion to big share prices for some reason. Must be psychological, but only getting a few hundred shares doesn't seem worth the effort. Totally the wrong way of looking at it I know. Managed to get over that for AHT.

Morning Brigade. C Normally would back Hamilton in the wet. Still a terrific drive. Never forget his appearance on top gear driving one handed round the track in the reasonably priced car, chatting away like he was on a Sunday afternoon outing. Probably was for him. Interesting seeing the name of Schumaker at the back of the pack. Expect that will change in a couple of years.
Market seems relatively subdued about various spikes around the world. Although India looks to be more than just a spike. Wonderful to be out and about. Straight away bumped into an old friend already played a gig in a park in Canterbury Saturday evening. Could be a regular gig for the summer fingers crossed

N. the fund manager is naturally quite bullish on BRWM and says although it has performed well they feel it has more to go this year which seems to be the general consensus about metal stock. It is a sector fraught with geopolitical wrangles. Its been quite a mixed bag for me this week. Picked up MNZS this afternoon on slight pullback and bought more DKL (palm oil and cashew nuts) which is clearly being sold off after placing, but the update due in a couple of weeks is said to be materially ahead of forecasts. AHT continues its relentless steady but sure rise. Should have bought last year, probably with the same result as MCRO but without the anguish. Capd made more gains today still feels like the brakes are on, its taken 4 months to clear overhang from large placing basically. Have a good weekend everyone

I suppose someone better kick the day off. I guess the weather is too good everywhere and to be honest not much happening. Spy stories prevail and whether Cameron's (remember him, the one who walked off into the sunset whistling after screwing up Brexit) old school tie is going to save him from further scrutiny along with Osborn (is he ex Etonian? or just from a family of very expensive curtain material suppliers probably to Downing Street and Buck Palais) and just about every other Etonian cabinet minister who ever lived.