Member Info for oogleflugal

T. Dont suppose the water board will pay for the redecoration, but paying for the plumbing is good. Was it a burst frozen pipe. Has been cold with added chill factor. You might be right about T20's, it certainly shucked have been banned. I assumed they were stilling on because Stocko guy said he leveraged to buy on the first drop, then there was a second drop. He keeps reviewing the same share over and over and they see getting cheaper while he comes up with a new theory about cheap stocks. It simple there are very few buyers around waiting to see how Russia, inflation and pandemic pan out. I see Carnival mentioned something about a drop in sales. I had wondered about whether all this flexible booking havn't exaggerated some of the forward forecasts for cruises. I'm out of Saga again. I know for a fact. some people have delayed, postponed and cancelled bookings, including Stockopedia guy. I can't imagine he could afford a cruise at the moment. Must be a total nightmare trying to forecast travel and hospitality trade.

Morning all. Great results from INSE this morning revenue up 48% materially ahead of expectations, Share price down5%! Even N4p managed to climb 7% on news of global patents now in the bag with China and America the last to grant. They had one poor trial result before Christmas fully funded by a partner and the share price is now down 80% from when it had fewer patents, no partnerships and no trials in progress. two companies reported results today that were not only bad but look decidedly dodgy and although already down substantially I can't see that possible fraud is priced in yet. Utterly mad market.

One last point at the risk of blathering on. Edmund Shing, (Paris-Bas fund manager) has written an excellent piece on recent market activity. He suggests two reasons for the fall are retail panic selling and of course leveraged trading, where people are forced to sell. This is a classic time where people pile in on the dip buying with a T20 or 30, where they dont have to settle the trade for 20 or 30 days. hoping to sell for a quick profit on the rebound. Clearly this hasn't been working for several months and a really bad idea in a falling market. Years back I had a broker persuaded me to try this. We did ok for a while, but then he started trading without my consent after I asked him to stop. He got very aggressive and rude. Ended up settling out of court. Not a pleasant experience.

MorningT. Stockopedia have said this morning that third of stock traded is computerised driving the price up or down. It is likely that ordinary trades will follow that market making an extreme bias. No that that helps much. The other point they make is that higher inflation will make it more attractive to stay in stock over the longer a term as that is where capital is better placed to compete with inflation especially if you are getting some dividends, many of which are at least double interest rates. Tough times, but hopefully we are all keeping safe and well. I'm hoping to ride this out, still have a bit of emergency funding that I will try not to throw at the market, but also planning a trip to India this spring/summer. GL all

Well there we go. Dow goes down 3% and miraculous recovers up 100 points. How do they manipulate he markets so well.
Absolutely brilliant. Must require a huge amount of cooperation. I suppose computerisation makes it a whole lot easier.

Bad luck T. Hope you are ok. All my injuries are Smokie related! Quite a panic sell off today. Vodafone heading up, things must be bad! Extraordinary logic, take money out of some exciting growth stock and stick it into an old dinosaur that has again invested billions in technology that might get banned because it may cause chaos to airlines.

Morning Thanks for your thoughts T. I'm pretty much thinking along those lines particularly conviction trading. Stick to stuff you know and like and keep adding on opportunities. OCDO, never saw that going into the 13's. Dont really understand the business model. The sp looks totally irrational but then so do thousands of other stock at the moment. Ukraine, 5g airline worries , inflation, Boris, totalling conflicting opinions within Who, just like the band! Gl all

N. First time I sold BRWM well after it had topped at nearly £7. This time I sold at £6.At leat I mage something for my trouble. I was just ruing not following my own advice by buying some ABF and was thinking it even more after seeing the update not releasing the market didn't actually like the update. Impossible to read the market right now. Could do better flipping a coin

sorry about the double Irish negative there . Not, not go on forever. No good reason it should go on forever

Morning all. Indeed I am V. Cant remember where! This inflation thing does seem ridiculous. They've been saying for ages that interest rates can't stay at zero forever. So after 2 years lock down and absolute fck off tanker blocking the Suez for months, are we surprised there is a struggle to get going again, causing shortages and surprise, surprise the law of supply and demand = price rises. However there is no good reason It should not go on forever. Its not rocket science. This does look more and more like a conspiracy to all up price rises and of course the main beneficiaries, the banks. I knew commodities were going to go up, but I took profits on BRWM way too early, fortunately I reinvested into my already large position in African Tin miner that are also hoping to produce their vast deposit of lithium. Much riskier. The bigger the risk .....I know what I should do its funny how hard it is to follow you're own rules.

Morning all just. Another cold bright day. Went for a six miler yesterday, and didn't realise how icy the wind was and and underdressed I was. Thankfully we took some soup which possibly saved my life!. The dog slept the rest of the day as did the market. Daren't do much with the Dow on holiday and seems set to fall 1% today. Its pretty hazardous out there where even being comfortably ahead of revised expectations dent seem to count for much. Being watching a couple of episodes of sell it to the city on PI world where 3 private investors pitch their best investment idea to 3 fund managers for feed back and questions.
Glad I did because I was considering buying back into a picks and shovels company CAPD which I did ok with last year. Its one of those annoying stock where nobody knows quite why it seems so cheap. That is until one of the fund makers asks why they had a fund raise at 60p last year and is now buying back shares at 90p this year! Its a fair point but the answer is they need to raise the capital to raise the money to gain the contracts to get the share price to where it is now. More worryingly to one manager is their investment in the companies they mine for in Africa. It has certainly made me think again. These pitches are a great idea. Would like to see some better quality stock discussed. No real confidence returned to the market yet, so expect some better buying ops end of month.

Morning all. Interesting rates and inflation back on the agenda. The tennis match goes on . Advantage Morrison.

T. Hope to god JVT wasn't at the party too. Could be a matter of principal. I think a list of names should be published at least to those investigating maybe not publicly. As bad jokes go I think this cracker has to be the Finale for Boris. Love to be a fly on the wall at his weekly audience with Queeny. Toast!
I think Nadal summed it up well on Djokovic, 'we are all free to make our own decisions, but they have consequences.' Wonder how Wimbledon will play it this year. I think Nadal will have 95% of the spectators behind him and Federer if they both play

T agree on the frosty morning front, should kill a few bugs. Don't blame you taking OCDO profit. Very hard to predict that business. Hope the robots don't have another collision. They fended off an infringement case brought by the big automation Norwegian competitor which I thought would be a boost but seems have done little for sentiment. Cant just be about grocery deliveries. NB I see someone else mentions 10% inflation in America this morning which is upsetting Asia. The Economist says people don't realise how well the Japanese economy is doing, including the Japanese presumably. They are reporting a surge in mild omicron.
O the ironies keep coming: Novak Djokovic was drawn against fellow Serb Miomir Kecmanovic today. Presumably if one is ruled out the other will have to isolate, or one of them will be knocked out in the first round anyway. Excellent. Looks like a happy ending all round with everyone getting egg or coronavirus on their face.

Well done T. Wondered who'd be first back into OCDO! Kind of ironic how that and MKS have had a complete switch of fortunes. To think they had a placing at £18 ? a year ago. The CEO gets a bunch of shares when it hits £40, so he's got some work to do. Must be some value at £15.40. Last time I looked it washer £16.
Cnic bounced nicely this afternoon for me. Definitely some shinigans there. (thats especially for you V!) CIR (results/update possibly tomorrow) also popped a bit more hoping for both these to double in due course. BEG a bit quiet after small acquisition but pretty cheap, so may get some more of them. Market seems easily manipulated with these low volumes, so if you believe in a stock and it looks too cheap, it probably is. GL

I swear all the my spellings are wrongly autocorrected by google. . Makes me look like I write absolute gibberish! Picked up some BEG this morning, which would please C. Never thought they would be in the £1.20s again and same with CNIC, added a few more which has been brutally and ludicrously sold off

T. Agree. American debt has always been terrifying. I've been to parties I can't remember. Seems Boris's aid, who I've already forgotten the name of, is still smarting from his unusually long winded eye sight test to Barnard Castle and determined to get a knife in anywhere. I think the whole episode is way out of proportion compared to Afghanistan, Brexit and of course Djocovic, who it now looks is even more slippery than Boris blaming his agent now. I'm glad the media have got the priorities write making Djocovic front page concern to us all. We so cruel about underpaid , underprivileged tennis stars who can change the world by knocking a rubber felted ball over a net. It is just impossible to comprehend the hardship they endure lying their asses off.

Morning troops. NB billionaires are new wrong! They have so many fingers in so many pies they are always right about something. It does look as thought the interest rate hysteria got a bit overblown. As I said last week the market gets easily spooked by surprises and the notes from a fed meeting before Christmas obviously wrong footed the new year market. I couldn't understand the sudden weakness in the Asian markets. Was it omicron? was it interest rates? Looks like the panic is subsiding on both fronts after some pretty irrational selling. Lets hope thats all it was. GL

Treading water is about right. Quite surprised the fuse is as high as it is given the news. Generally thats how markets work.So log as he news is out there the market is ok. Its surprises it doesn't like. SO when every hug is looking rosy thats the time to be on your guard. Speaking of which I just had another payment taken out by AVST . Very clever these security companies and I'm not sure they actually do anything. I get regular messages saying things like 'oo close miss thereof you may this new product for 2.99 a month it will give you extra protection.' So I told them the only protection I need is for my bank account from them. Probably get hacked now. Certainly hacked off with them. Its like theft by stealth.
I was going through my spam box and I found an e christmas card from Concurrent Technology! Thats a first. I used to get one from a broker years ago but never a company I'm invested in. Shame their share price has sunk again, one of many

NB I take your point on small interest rise. The problem is the reason for the rr is inflation which has been a rather bigger rise. They have to be careful not to spiral things up.Businesses are already having to put up prices because of labour cost rises and of course energy , transport etc. Its a fine balance not to kill off growth with GDP being pretty low already in many countries thanks to lockdown. The theory is to containing inflation so rates don't need to rise more than once this year, which looks pretty likely to be honest.