Member Info for oogleflugal

Afternoon. Is it safe to come out yet? Just been catching up with posts. Two pages seems to cover since then beginning of summer. We used to do about a page a week! I have continued to avoid retail hospitality and travel. My worst performing share N4p has suddenly comeback to life. Thought i was looking at extinction there, which may still happen such is the nature of the biopharma. Still in with a good shout apparently. Great performance from my largest holding CNIC today. Reported 66% organic growth and expects to be materially ahead. Gods knows what the market would do if merely in line. Basically I’m pretty happy with business performance and just accept the market doesnt want to acknowledge at the moment. I’m down about 12% overall from 3 years ago but including lost gains mean I am about 40% adrift from 18 months back. Only worked this out as I tackle tax year end form. Saga a previous favourite looks such a bargain now but am relieved i have no spare cash at the moment as would be sorely tempted. Big question though is why are no institutions buying in? Probably better /‘safer’ options elsewhere. Love the picture of no.10 with a revolving door. As suggested the best idea would be to follow some comedy programmes and have a guest PM each week till they all surrender and hold an election. Gl all

Hi all. Dreadful start to the autumn. After a 70 year reign it hardly seems right that the queen has gone whatever our feelings about our monarchy she was a one off who had a stabilising effect on a rocky old world. a hard act to follow. Although serving a long apprenticeship not expecting Charles to be more than a transitory king before William takes over and we move into a new error which right now is hard to contemplate.
I see shares I nearly bought or have followed and and think christ that was a lucky escape and then the reality sinks in with my own portfolio. On the whole my companies are well financed and little or no debt with burgeoning orders confounded only by supply chain. Saga was probably my bet escape . I had a huge holding t one time. It ws the lack of institutionl investors that spooked me even though DeHaan and his misses were piling in. He still has most of his fortune in the banks.
Kwasi Kerching seems to have lost his smile already and the BOE are going to collapse the property market. The reits are ahead of the game in that respect. Again another lucky escape for me. The latest is Roger Water (pink floyd) emailing the Ukraines first lady and now Putin himself. A total embarrassment with Poland canceling the brick in the brain tour. Pop musicians and politics are not a good mix. For some reason comedians make excellent leaders, and were in fact a very good weapon ridiculing Hitler, making them on his most wanted list not to lighten the mood! At times like this i just think of the charlie chaplin song ‘Smile’ hoping you guys are managing a bit of that . GL

Morning all or is it afternoon. Been faffing aboutvwithpasswords and troublesome laptop. Many congratulations on Mcro T. Something had to give in the end. I think that was about my last sell price so should have doubled up again. Unfortunately no funds left and wasnt sure if it was going to test lows again . Not very likely after amazon’s involvement. i think a 98% premium to close offer demonstrates perfectly how much the market is discounting across the sector. A lot more patience needed . Could be another year of this if russia isnt sorted soon. So much for comments about russia only accounting for 2% of global economy. Bloody important 2%. Be interesting to see if this helps countries meet their global climate change targets . Not very likely if coal is the alternative in germany’s case. Interesting to hear some english vineyards are planting chablis and pinot noir grapes in readiness for warmer summers. I havnt done a huge amount of travelling over the years. Time running outa bit now. So making up for it. Gl all

Good afternoon all. T, Advance planning of trips seems far more hazardous than my usual book and go. Our Australian leg has been put forward to spring and now looks like Indian trip is for December.
Such a variety of opinions on the economy now which is hardly surprising. I think I favour the 'inflation has peaked camp' and maybe not such a severe recession. We are so good at talking ourselves into recessions. I guess we have to be optimistic. Hard to say with so many unknowns, but isn't that always the case. I have heard some interesting calls on companies like Boo (main problem being disruption and cost of airfreight). Quite a mixed bag of fortunes with no hard and fast trend. Great time to have a pile of cash to invest selectively I feel, or just hang on. GL

Morning all. A welcome cool breeze today. Has been spectacular weather since we went to France and Switzerland in June. Just about acclimatised for India now! Markets surprising confident in the wake of nuclear action from Russia either by deliberate or fabricated accident. Treat (another safe but not so safe stock)the next to get clobbered. I topped up on Friday with ATM (tin miner) Inse (energy advisor that the market has clearer confused with energy provider) and Bought back into ECK (mobile payment in USA) All three companies are doing outstanding business but the market has knocked up to 50% off summer sale!

Bon soir toute la monde! hope you are all well. Obviously not been trading at all. Too busy travelling. Had some epic journeys though, including leaving the laptop on the Swiss/French border. Back now for a couple of months, while organising next trips. Recession/interest rates all compressing value in shares. Most of my businesses still seem to be doing well while their share price heads in the opposite direction. Pointless doing anything with them. Just wait for a recovery which I guess could be many months away still. Good luck all

What a debacle. Anyone would think Boris is running the airlines and travel industry now. EZJ can't even tell the truth about the number of cancelled flights , at least double what they are saying according to industry experts. T We've looked extensively at trains, boats and planes for the fresh trip. Apparently it now costs £800 per week to hire a car at Tolouse airport, which is still two hours from where we are going eventually. Geneva first, then Lyons, back to Geneva and then down to Cahors. A lot of driving about 2000 miles! The kids can't manage Smokie for the last week end so frantically trying to reorganise that. I keep pleading to join house sitters but my loved one (not the dog) won't have it. Christ knows how we manage Australia! Hope you can manage your trips successfully. They say travel broadens the mind. Certainly tests the patience of these poor people having holidays cancelled everywhere at the moment. We seem to have gone from having 'the best travel industry in the world to the worst.' That's not my verdict. Haven't been abroad for 4 years!

Morning all. T nice rise for OCDO. What an extraordinary piece of manipulation. Have seen some advance in my PF recently . Mostly from companies with good visibility and solid growth still in tact. Finally getting some travel plans organised . Off to France next week for 3 weeks , India in the autumn for 3 weeks and Australia in the spring 2 months. All to see friends or relatives. Thats the plan!

Morning all. Indeed Friday again. The risers page always seems to entirely made up of companies I've never heard of on Fridays. Its definitely very random. I think in a market with such low volume it doesn't take a lot to severely dent prices if people insist on selling. MMs have to make a market and it takes two tango.
Hello Doze nice to see a new face or name on the board. I think you have hit the nail on the head as regards GDP. That and house price inflation are key drivers of the economy. Completely unsustainable. The government took seconds to renege on the triple lock pension but now offer £400 to households. I'm thankful for the £150 rebate. We won't be spending it on energy. We wash and shower in cold water now and have had the heating on about twice this winter. Admittedly we are in a pretty mild climate part of the country and live in a town. Even before when I lived in the country I worked hard at being self sufficient. That takes a lot of time, energy and strength which is diminishing rapidly for me now. I still think we have a great future if we manage not to blow each other up! Innovation, AI, robotics , food production are all at rapidly advancing stages. Clearly we at a crucial pivotal few years where we will have to have some massive changes in our climate controls, politics, economies and production. It 's being forced upon us in a somewhat haphazard way. Its not going to be easy, or even pleasant at times but I believe we will win the day or die trying. GL

Morning all. just getting fibre network from BT. O dear we need a new something or other. No surprise there. The worst company in history either before or after Marconi. AXS ( makers of Accoya, rot proof timber and waterproof MDF) announce about 9% raise excluding Pi's . Not a big deal as shares will inevitably drop below placing at. some stage. Always makes people moan though, when actually they are doing Pi's a favour. So nearly bought @£1.45 after fall back from over £1.70. Seem to be making or saving a fortune at the moment from not buying. Really good product but when will they turn a profit. Another company that has to run fast just to stand still. Good value if it goes sub £1.20.
MKS good profits. pulling out of Russia and warns on growth. £1.32 is tempting. The tie up with OCDO seems to have worked out well for Waitrose. Not a sector that has really excelled over 20 years. All these uk supermarkets look cheap being half or considerably less, but the rise of Lidl , Aldi and others just make me think there are better opportunities. Pfizer to make drugs off patent free to poor countries. Very generous, but possibly also a battle against generic drug companies.
We await the next Houdini Boris escape act. At least people (conservatives ) are asking is this idiot really the best person to lead the party? Cameron, May, Johnson. Thats a tough one

Morning brigade. T I did buy OCDO . I think I mentioned I never make money on them, except possibly once. Fortunately I was not slow on the ejector button @£10.30. Made a negligible loss on them and a small profit on ONT but very quickly redeploying funds into CNIC now my largest holding by a considerable amount. They released another staggering up grade today as the sp creeps up. At least in the right direction. If a company growing revenue at over 50% can't please the market much, what can? I think I mentioned also the wisdom or lack of it I going 'large' on one stock. Diversification has been more of a hinderance for me this year than backing my convictions . Its hard to get it right. I suppose the case for diversification is stronger in a rising market, but if you can pick winners in a weak market it stands to reason it should work better. Its that stupid expression about picking the right stock which analysts like to say but never do! Investment trusts have all performed appallingly apart from Merchants Trust which is back to where it was some years ago. GL everyone

looks like I was wrong about OCDO. Interestingly for BEG's performance the insolvency side of the business has not so far contributed as much as expected to its success. In away thats a good thing, but that may not be the case later in this year. Ftse down over 2%. Every commentator I read says stay away from retail. Time to get in? Trouble is I can only sift shares at the moment as I'm really on emergency rations only to be deployed as a last resort.

Good morning. T I am sort of proud if a little curious. As he walked out on grand ma and of course my dad and his siblings, understandably he was never discussed other than he had gone 'missing' in Paris during the second world war when serving as an army Chaplin. Turns out he was run over on his bicycle on his way back from a pub one night some years before I was born. Unfortunately I'm not even entitled to an Irish passport since his qualification for Ireland was playing for Dublin Uni and Lansdowne. Sadly it seems like so many he had mental health issues. So a bit sad, but clearly quite an achiever as well in some respects.
OCDO up today as is BEG which I do currently hold if a little aggrieved at the surprise sp drop whilst buying bucket loads of shares at the depressed price for various employee schemes and then miraculously reporting well ahead of expectations today. Anyway grateful for small mercies in this increasingly dire market on a damp spring day.
I did get my first dip in the sea yesterday trying to tempt Smokey in for a paddle. He just barked at the waters edge and ran back 20 metres every time a wave rolled in. He's got webbed feet! Have to get him some arm bands. Could be amusing

Afternoon all. T Cant say I've been following club rugby as much theses days. I very much enjoyed my trip with my sons and our partners to Brentford. Great match. Not even seen my son play this season, although I suspect he may have retired without wanting to admit. Far exceeded my playing ability although my grandfather did get a couple of caps for Ireland when the ball was made of leather! He had some truly great moments playing inside centre between ex Fiji captain and Welsh winger Robinson . Both in their forties at the time and still hard to stay with. Little actually told him he had never enjoyed playing rugby so much as playing club rugby.
N . Fear of missing out keeps me in. Fundamentals are still good for many companies, just sentiment dragging us down. Fascinating watching the whole DARK/ Lynch fiasco unfold. Ok so DARK is not Autonomy, but the history is certainly not helping and ultimately stopped me and presumably much bigger investors. Obviously that association is going to be hard to get rid of.
9% inflation is not good news but expecting it to peak soon. Impossible to predict with any surety. As is Putin. I do remember at the start commentators saying Russia was only 2% o global economy. Bloody big 2%! GL

Morning all. Good to hear from you. sorry to hear about your heart issues Nez. Hopefully the better weather will help a bit too. Dont think I've felt warm since about last august! For most of us fully invested not a lot to do other than a bit of weeding. Irrational share prices can be tempting but not necessarily a good reason to invest. Having said that, its exactly what I've done! Only in companies I think I know pretty well. Friday again, happy weekend.

Morning T. Not surprised that people are ignoring the market, it has just got absurd, pointless. I suppose there is nobody buying anything a the moment. At the same time it seems odd to be selling unless forced to. GDP at standstill for 3 months all of a sudden. Anyway cracking weather. Summer has arrived. GL all.

T. That reminds me of the old joke about how to make a small fortune in the restaurant business. Start with a large one! Now seems to apply to tech stock too

Morning all. Gloomy all round still. Unusually for me all the shares I used to own are well down as well as most of the ones I still own! Korea is a worry as well as China. Almost seems like Russia/Ukraine is now taken into account. Our main hope seems to be keeping wage inflation under control in the hope that cost inflations stabilise and return to norm after rate hikes. Just discovered we can buy a residents pass for our toll road between Sandwich and Deal, which is a huge short cut as well as having a private beach where we can take the Smokes for uninhibited beach rambles on a particularly lovely stretch of coast up to Pegwell Bay. A daily pass is now £8! But an annual pass is £90 which also provides us with a very useful back route to local gigs.
The only share that tempts me at the moment is ADF who make film sets for Netflix amongst others. Floated at 50p late last year, has been up to 80p, but currently only 59p. Have a feeling we are in for a very slow summer! GL

Hi C. Looks like fundraising is going to be needed for a host of reason for sometime to come. When I look at the FTSE it often perplexes me how high it appears to be in relation to many of its constituents, telecoms, software, builders, finance and especially investment trusts. The numbers make no sense to me at all and as I always comment that after 10% annual ejections and promotions even less sense. The only thing I find slightly uncomfortable about todays market is running out of cash when there are so many bargains to be had! I would never consider leveraging. I remember how hard it was to consider investing in the oil majors when they could'nt give their oil away last year. I suppose the equivalent today are retailers and companies like OCDO who look to be 'completely out of fashion.' Retailers are obviously having a tough time, but for OCDO I would have thought their future must still be on an upward trajectory. Simply nobody wants make substantial investment with so many other priorities surfacing. I have shuffled my PF a bit. Time will tell if I have derived much benefit in doing so. Certainly in recent weeks it looks like maybe I should have made more changes, but I think thats only a short term view probably. Enjoy the arrival of better weather and have a great weekend

Morning . ITS FRIDAY! This has to stop. We had a phenomenal Ukraine concert raising well over 6k beyond the organisers wildest dreams. It all goes towards medical equipment. Awful to hear about all these conmen stealing charity sites to con the public yesterday. Thats why I would never do it by phone or online.
I was going ay tin hats today, but then I see Japan went against the grain in Asia and actually finished marginally higher while the wider Asian market followed USA and tanked. I am surprised mostly because I thought the market was well informed on inflation figures so its not exactly a surprise. GL all thank heaves we have made to our little island of the weekend for some respite! How to see how stocks could get much lower, but I expect they will. Its the FTSE that needs deflating . Cant understand how it can possibly be over 7500 except for Shell and BP. Feels like around 5500 at best. GL all