Member Info for oogleflugal

Yes C. AVST flatters to deceive. I have more than a couple like that. I think the sector is a bit soft at the moment, but actually doing good business having excelled through the pandemic. Miners are in vogue with copper thought to be the new oil by Goldman Sucks. My Black Rock trust, BRWM seems to be a good move. I like JLP, currently hold a few ( high risk) with copper to start next year. Its tricky because because a lot of these companies operate in countries with despot governments unlike the UK. We just train their leaders. AAZ took a tumble today because they can't work out which mine belongs to which country. Missed the bottom though so will leave for now.

I suppose I shouldn't grumble at 3% rise after best results in history of the company! It is only 1 quarter. If it does what I am expecting, a retrace, I'm ready and waiting! Like M says the meerkat delights in disagreeing with us! S Massive spread on TTG 2.39-2.49.Whats that all about? got a quote to buy at 2.43 but already topped up at 2.30. Interesting news on hours of queues at Heathrow for COVID tests, and we have a 20 second test linked to mobile phone app in Virolens now approved operating out of some bar in London for heavens sake

Morning all. Yes I messed that trade up T on Roo, or not. Surprised the results about yet.
On the other hand finally a result I could do wit a few more of.
CAPD: Revenue US$44.0 million, a 35.4% increase on Q1 2020 (US$32.5 million) and a 27.2% increase on Q4 2020 (US$34.6 million), the strongest quarterly revenue performance since the Company's inception;

C. Seems like we've all had a share of being turned over by the markets and quite often by foul play! I've always felt stop losses are at best a trawling net for the market makers. They never function when you most need them to. There was 20% spike down on one of my stocks for literally seconds, one of those straight down and back up lines. Stopped me out and shot up 30%. I put in a formal complaint to Barclays but they weren't interested. I don't do business with Barclays anymore whether it was their fault or not. I'm sure they are desolated. This is a mute point taking profits. I tend to not let things run too far ahead and have missed some good gains, but I haven't totally calculated how much the gains have made in reinvested stock.
Have had three disappointing company results this last few days. The one with the worst set of results recovered quickly. They all actually made reduced profits on reduced revenues but fundamentally have strongish cash balances, 2 with no debt. Again the one with debt recovered quickest and strongest. Ironically it was the debt in Mcro finally got to me last week. I'm sure its manageable but the current inflation scare worries me a little. I might take a small position again, but the proceeds have been put to good use so far although ultimately they may not make as much in the longer game.

Finally got a bit of a pull back this afternoon on AHT. nearly ended up with £445,000 worth as I put the value of stock required in the amount of shares column. Easy mistake to make. I have in fact made a trade that way but fortunately the shares were only about £2. Ended up with twice the amount I wanted! Amazed they quoted me for £445k's worth. Could have been a great day trade apart from the stamp duty! So thats where most of my Mcro money went. Will have to pull out extra funds now to get back in there.

Closed Roo small loss. suddenly falling again. Not good at day trades bit impulsive. Stick to value I think my punts rarely seem to workout

M. There used to be a fishing coop shop in Deal a few years ago, but that didn't survive. Looks like they have some of there own boats operating single handed.Sounds a bit dangerous. Great website and nice people. We have been thinking about a camper for a couple of years. We are fortunate to have use of one, but want to get our own. They have really shot up in price this year. It seems you can buy the van version for half the price and do a conversion yourself. Probably what we'll do because I really don't want to be lugging a fitted kitchen, bathroom TV and god knows what else around taking up valuable space too. I hope too it is a reasonable punt. Lots of confusion about how much Amazon own, but they actually notified they would be selling into the placing retaining about 6%. The price is now 2.5 down from a possible 4.60 when they wee considering this. Anyway the update on Thursday will floor it one way or the other no doubt. After all the press hysteria about institutions shunning it I checked this morning and was surprised to see 60% institutional holding in the IPO

May have lost my marbles but taken a position in Roo! If its good enough for amazon to buy in....

Darktrace seem to be going ahead with IPO as planned. At least they have produced some figures which is first for any recent IPOs. Any views?
I was really keen but looks like another ludicrous valuation on loss making company:
The UK tech startup, founded in 2013, provides cybersecurity services to businesses using artificial intelligence.
The Cambridge-based company said it made USD126.5 million in revenue in the six months ended December 31, a 39% increase from USD91.1 million a year before. Its pretax loss widened to USD47.9 million from USD22.2 million. Its customer base grew to 4,677 from 3,270, and over 99% of revenue comes from subscriptions.
The company believes it can achieve a valuation of around GBP3 billion, Sky News reported earlier this month. Tempted still

IS that all S. Why on earth google corrects blood to good on my post I'll never understand. Its the same when I type ticker codes in. It always wants to suggest alternatives as if I don't know what I'm doing lol!

Morning all. The worries of pandemic seem to be back. The Uk has been the leading light in showing the world how successful the vaccine has been in controlling the pandemic, not without some tragic isolated cases of good clots, but on balance saving thousands more lives and giving us a good chance to move forward. Our area in particular has dropped from having the highest rate of infection to little more than a handful of cases. Gl everyone

https://www.fruitsdemerbroadstairs.co.uk

M. They took the tax off gambling. I wouldn't call shorting, spread betting or CFDs investing. IG say 75% of the customers loose money this way. A friend of mine said he over heard a group of 12 year old kids in a cafe playing with their mobiles discussing stock trades. Of course they could have just been brokers. I don't know how much more of a casino they can make it. Apparently we got a sea bass thrown in with our order from Fruit de Mer. All very fishy.

V. That sounds fun. I havn't really imagined what anyone looks like or age particularly. Obviously a few clues. We all talk about kids whether they are 5 or 40, and a few like me thankfully retiredish. Either plot a chart on a map and then try and find the mean distance for all to travel or just go for a **** up in Dublin or maybe some where a bit warmer. If its going to be this summer probably safest to plump for UK.
C. Apparently a lot of fund managers are very keen on REITS because of rising rent potential, yields, and pretty near 100% rent payments. PEs are getting a bit fruity though.
I hate chasing stock but AHT seems to climb every day for about the last 5 years. New forecast £55. Thats the trouble with waiting for pullbacks sometimes they just never happen.

OMG> NYCT must be one of the most volatile stocks. So very good luck guys. I would think this is another extreme over reaction. We've seen it so many times the biggest faller one day is the biggest riser the next. Except its Saturday tomorrow. Keep you on tenter hooks over the weekend! Just come back from our amazing fish shop in Broadstairs. Tuna for £8 a kilo, large fillet of smoked undied haddyadock £8 and 12 langoustine 50p each, not enough left for NYCT. GL and have a great weekend

Morning T. I haven't as yet, very much on my alert though. I just felt very uncomfortable with weighting in Portfolio. Basically having 5 large holdings I have found profitable but stressful at times. If SwG come good I will have done really well, but have decided that approach may be a lot more dangerous than I perhaps realised. So am looking at new sectors and maybe a bit more diversification especially geographically for the next couple of years and hopefully less trading

Also added my fith Japanese Trust AJG to my ISA this morning. Most seemed to have Japanese managers which is encouraging . Their recovery has been quite staggering over the last 5 years and unnoticed by me foolishly. Still not back to where they were in the eighties but that could be easily exceeded this year apparently. The only concern is the ring of fire, and the occasional missile from North Korea, but other than that no worries!

Morning guys. More drama with IWEb. Have new set up with Jarvis now, so just waiting for the transfer to go through. 1 month apparently. What could possibly go wrong!
Supposed to be sitting on hands but picked up CIR Pharma now run by ex Bioquel director, JPL mining and DKL, nice little west African cashew nut and Palm oil company just finished oversubscribed placing @5p in feb.

I decided to take quite a lot of dough off the table and sold my two biggest holdings MCRO and IGP.
Its been two of the best trading stocks along wth Saga in the last six months. IGP really peed me off having announced fairly underwhelming trading update for a company on a PE of 49 they have adjusted their long term incentive plan down from £1.69 to £1.19 about a 45% drop, having already taken a nice chunk at 69p. I feel sorry for investors who were still in at £1.50 an higher. I don't think it will here now the directors have helped themselves to so much. I was lucky only picking this up at 49p last year. They also had loan notes they cashed in earlier at 68p. I'm surprised the stock is this high. This is the sort of behaviour gives AIM such a bad name.

Thats interesting C. I managed get mine to the accountant by October I think. But he says he always pings the whole lot off together January 31st. Taxman must love that. Well done T&S right couple of diggerdevians this morning. Thats not actually a word I know. Think it came up in the 4 Yorkshireman sketch