Member Info for oogleflugal

Morning all. Like this very sober update from the chairman of SUS this morning:

In times scarred by the global pandemic, looming environmental disaster and now a war in Ukraine, anyone claiming to see the future with any certainty risks appearing a charlatan or a fool.
Hence, without possessing any supernatural powers of foresight, I am at least pleased to see that my prediction last year of "a return to S&U's habitual levels of success" in 2021 has indeed now come to pass… Group net assets now stand at a record, £206.7m against £181.0m last year.

Morning all. Thanks for the update CS. Sounds you have been having a fine old time. The Covid virus moves in mysterious ways with it infecting one half of a couple and not the other in many cases. Hope you family recover well.
Good to hear about any peace talks as the quest quickly fall into line over any misunderstanding over the rhetoric of Jo Biden. I dont know if that is for our benefit to Putins, or a hopeful suggestion to the Russians to act in the same way as Vlad does to any opposition in his country. Clearly Ukraine feel left out in the cold not just because of our inability show more physical presence but because of what we also did not do about Crimea in 2014.
The problem for reading the market is there have been so many recent headwinds its impossible to see which ones are inflicting the most damage and how quickly we could either be overwhelmed by them or indeed how strongly we can climb back. Everyone is screaming commodities. Certainly metals have been stronger but at different levels and speeds. They all have some skeletons in the closet. The truth is markets are always tricky. The trick is to stay in the game for when the good times return. GL

Me too NB. I saw Ben at 27p . I thought they were shale and already had a bad experience with that a few years back. Not sure I want coal either, but gl with that. Must be the best performing stock this year. Just seen a post on Saga 'would they accept a realistic offer of £8-£10 ?' Thats the problem with Saga private investors . Delusional and why there are no institutional investors buying.

Morning all. Enjoying the warmer weather, until next week apparently. We have used much less heating this winter not just because we don't want to contribute to Sputin in any way. However In Europe it makes a huge difference turning off the gas. One person we know was telling us out of the £200 they spend a month, £40 goes to Sputin. They are in their 70s but have turned off the gas, not because they can't afford it.
I heard a Russian envoy talking denial nonsense about Mariupol T. Apparently the brain dead zombies haven't been bombing it at all. Russians have apparently lost more troops in this month of war than all ten years in Afghanistan. There are stories of Ukraine gaining back territory and demoralised Russian troops being encircled. I expect some of it is bravado talk. God knows they are entitled to big up every victory against the vile murderous Russians, but I hope most of it is true. Big day with Biden in Belgium. Les hope he can be a bit more pro-active.
I am always tempted by Saga. Mostly because DeHaan came back to ensure its survival. One of the glaring concerns to me has been the complete lack of investment from a single institution since he returned and two that were invested have more or less pulled out over the last two years. The recovery theory is promising but that is allowing for consecutively strong hands of cards. Most of all I simply hope I have found far better investments in both the long and short term. I bought back tin and lithium play ATM in Namibia yesterday. Hardly fallen back, but lucky that it had at all I think. SCS and CMC's buybacks already seem to be working with dividends in excess of 5%. CNIC as expected is falling back to placing price, and although I got full excess share application, intend to buy more for the ISA next month. This is one of the fastest growth tech stock in Europe apparently. They have made a staggering number of acquisitions in the last 2 years, about 15, lifting revenue from under 200 million to over 500 million. It has come at a price (debt) but it does seem to have tipped an inflexion point this year and cash generation is accelerating at an astonishing rate. No problems refinancing on more favourable terms even in this climate. Its like an investment trust of internet companies. The main difference being they own all the companies outright.

Good morning. Too true N-B. Gamma has had a small bounce this morning. The problem is always what are they not telling us? Seem to be dead cats all over the place at the moment. People will buy after these shock falls but theres has to be a better reason tan they are really cheap. Saga is a case in point. Had a narrowish escape there again, but it is quite obvious that although they did really well to survive, many thanks to DeHaan's generous intervention, there was no way the substantial recovery was going to happen as expected a year ago. Reading between the chairman's lines he refers to the lack of dividend being at least 2 years minimum away. They won't be allowed to because of the burgeoning debt pile, and by then they are going to be much closer to more refinancing being necessary. There are opportunities I'm sure . just need to a lot of risk more assessment, or plain reality checks. Gl

Evening all. Market continues to throw up some shocks , law firms , pharmas and Gamma. Nearly bought some of them last week. Luckily missed the bell and decided they were too pricey. Just as well. Generally my portfolio is improving slowly, but still no real conviction. WHR and CMCX going well for now. SWG rising like the phoenix . For how long I don't know, A mixture of optimism with the precarious! Hope everyone doing ok

Morning all. Early bird T. I actually enjoyed the England France game. Eddie Jones is a true leader shouldering the blame for England's performance, which considering the loss of a few key players was not that bad.In fact in many ways the played better than when they have finished higher up the table. Lovey sporting gesture by Josh Adams after prematurely receiving man of the match award, hands the medal to all 11 stone of Padovani. How many times have we seen a game turned over as the clock turns red! Formula 1 looks like being a more challenging season across the teams for a change.
As for the Nasdaq, I guess it depends very much on which companies are actually likely to make money in the next 20 years. I think tech has a great future for companies that can really deliver. The Dow is mainly tech anyway which kind of proves the point. Are they too big to let anyone else join them? Possibly, or they might get gobbled up for trying. I think the main worry is that for Putin, who seems a very isolated sick man, there is no way out now. State TV still pushing out fantasies about brave Russian soldiers fighting neonatzies of the second world war. You can fool some of the people some of the time....
Good to see Cameron has retrained as an HGV driver.

Interesting idea T. This seems the most disciplined French team I can remember.
This has made my weekend before kick off: Russians board International Space Station in Ukrainian colours.
Well done guys. Absolutely brilliant. I can't think of a more powerful gesture of good will to mankind

Good morning to everyone . As a business man once told me the main difference between Russia and China is Russia will murder all the children too. I can't imagine which brain cell in Putin thinks he is not a war criminal. I wouldn't invest in anything remotely associated with Russia until he is dead or locked up and probably not even then. There is risk everywhere and there are many great opportunities in the 'free world' without taking completely unnecessary risk as well as the moral implications. I very nearly bought into JRS investment a year ago, but I think those words from the businessman fortunately never stop echoing in my head. I've no doubt there are some really nice people in Russia, unfortunately as yet, not enough to make a difference.
NB.do let me know what the lead time is between order and delivery if you do buy carpets. I guess it won't be as bad as some of their furniture orders. The final weekend of the six nations is up on us. Some interesting selections from Jonesy bringing Furbank back at full back and starting Youngs at scrum half. Hope we don't resort to trying to kick our way out of trouble, but have enough kickers in the team to win on penalties!

Exactly right T. Will be devastating news for Dover where a lot of staff live and not many jobs. I can see and immediate boycott of P&O services for starters.
No problem N. The directors wife bought a load of shares at £2.07 just after Christmas. They are the biggest floor supplier as wells sofas and I think DFS released better than expected figures on Monday. SCS have a massive cash pile and great divi at these levels and their own update next week. Supply chain has dragged the sp down from over £3. Another one I have been watching for ages like OCDO, but I finally took the lunge as it nearly halved. All the staff on stockopedia rave about takeover possibilities. Hope its better than some of their other suggestions!. Thinking of having a go at Gamma now.

I just saw that T. Will avoid going anywhere near Dover today. That all we need to add to supple chain problems! I guess thy have got some restructuring re finances which might make their insurance policy invalid until its sorted. Cant see any other reason to stop sailing. Picked up some FNX and topped up on SCS and CMX this morning, who have started a buyback campaign for cancellation. It does seem like OCDO is on a long slow decline. Not that this is supposed to be a large part of their business . I think the meerkat wants to hear some better news to justify the valuation on growth which doesn't appear to be happening at the moment. Apparently M& S figures on the delivery not so good. Hardly surprising when you hear shoppers are flocking to ever expanding Lidl and Aldi to save a lot of money . Cant understand the supermarket revival last six months

Morning all. Yesterday I followed up my WHR purchase with CMCX, SCS, and JIM. Dow, Nikkei and Hang Seng all rose significantly earlier, so am somewhat flummoxed by the ftse muted reaction this morning. Was chomping at the bit, but actually refrained from adding anything else. OCDO is going to get irresistible at this rate, but have had this non relationship with it for 2 years. so its bound to fail if I get on board now! Take care all

typo largest by acreage

T there are so many revelations coming out about the importance of Ukraine as an independent country. I had no idea it was not only the largest country in Europe by average and one of the largest producers of food. The Russians don't have a very good track record . They failed to take back Finland in 1940, but they did gain some land. Looks like a similar compromise will be reached in the Ukraine . Hard to gauge how Russia can reorganise internally . Hope they can and the majority will see the deluded Putin's reckless folly as a Czarist emperor

Morning all. Slightly better news. What and extraordinarily brave move by this 3 prime ministers to catch a train into the Kiev in the middle of a raging war. Bet reading about the guy who runs the railways in Ukraine another incredible man, having to dodge the Russians who are targeting him. Its like an episode from the Blacklist.
The market seems to be showing a sensible amount of exuberance, without going too mad. There is a long way to go yet I feel before things begin to look remotely safe. Rat Putin has to be given a way out to save face which may be too much for UkraineI. The main thing is are we seriously not going to demand Putin's arrest?
Picked up a few WHR first thing but everything else I fancied seemed to have left the station. GL

morning Brigadevians. N_B. Looks like you timed your exit well. AS discussed yesterday when the market ramps up a sector its time to bail. Jobs data seems to be upsetting the market today. Very interesting interviews with historian David Starkey. He does love to over intellectualises everything, but can't fault the history lessons. He says Germany put all their eggs in one basket. The wrong one regarding energy. We know all that thanks David. What I did no know is that is that the minister advising Merkel left the German government to work for Gazprom. A severe case of biting the hand that feeds.
USA and Asia were quiet yesterday so made a bounce later?

Well done NB. I think thats very wise. All done on Brwm. Dont know what the nav is. I think GLEN in particular is looking well ahead of the game if they are still in that. Many commentators are saying hold on to commons, but they said that about a lot of other stuff last year before it all crashed. A profit is a profit and at the moment as we have seen sentiment can turn on a pin.
I think its wise to wait and see when there is a sustained change of direction. Might mean missing some of the used but I think a lot of that is priced in already with some stuck. We have to face a new reality. GL

Morning Brigadears! Quite T. I've only googled is it bet to rinse your hair with water than wash it with shampoo. Seems to be working. I used to work for a guty who made a fortune selling Moroccan mud in a jar as substitute for shampoos and other stuff. Very earthy. in fact I think Earth was in the tile as we did whole foods as well.
Well England heroically failed against Ireland. Well done for them making it entertaining and the Irish for not getting psyched out. Hard decisions that can spoil game. It certainly was not a malicious or even a high tackle. Looked more like a clash of heads. In fact I saw a number of neck rolls that went unpunished although they say checking is ongoing throughout the game. If England can produce that energy with 15 men they will rattle the French.
A you say T lets hope for some positives from talks today. I think the Ukrainians will simply be telling Russia to back off or maybe a bit stronger. So many media propaganda games at the moment. The main thing has been the acknowledge of the need to act more quickly with relief aid and support for Ukraine. No doubt some refugees will be feeling there are two classes of refugee at the moment. Hopefully there will be a solution for Ukraine that will enable their country to be rebuilt

Very good luck tonight T. Will be rooting for you not for the most honourable reasons! I see France have lost a couple of players, Penaud and Taiofifuflof fluff or something to Covid. Hope Wales come out of the traps all guns blazing. Some pretty useful subs on the bench too

Morning Brigadevians. As another week draws to a close I want to say big thank you to the brave heroic Poles who have been monumental and a shining example to the west for their outstanding courage, generosity and support for Ukraine without which this war might well be over or just begun for us, depending how you look at it. Had a safe weekend