The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
20 people died WITH covid - having tested positive in the last 28 days. The fact PHE were counting anyone who had ever tested positive who then died as dying of Covid does beg the question why did they want the death figures to look so bad compared with other countries? Because that’s the only effect I can see.
This is why shorting is a nightmare in such uncertain times and akin to gambling for PIs. I tried shorting Tesla just before Musk started tweeting about selling to the Saudis, put me off shorting and Tesla. Given their current rise that’s a shame but a big proportion of it is driven by the SoftBank options, who knows how that will pan out.
At least the covid guidance has always been to only cater for groups up to six. Hopefully avoiding any impact with this new change.
Still think the advent of mass testing has over amplified the infection figures - so many asymptomatics contributing to the figures who were just missed previously.
Who wasn’t expecting a big sell off in US tech? All the charts were ramping up, had to happen. FTSE seems to agree after a choppy open and JDW now back in the blue! Long day ahead still.
Clarkcp has to be a parody account :-)
I spent 5 days last week staying at a spoons hotel. First time trying the hotels and they were great, many features much better than hotels twice the price especially the beds. In the adjoining bar all the staff, without exception, were professional, knew the covid measures and enforced them, and seemed happy in their work. Tim Martin has become a very polarised figure mainly due to the media taking against him - he has his own media in the Wetherspoon magazine which annoys some people even more!
The SP does seem to have recovered more than MARS or MAB so I may exit soon and invest more in these but in general there is a positive lift occurring due to vastly decreased deaths and a need for normality.
Last day of the EOTHO scheme, make the most of it, I know I will :-)
So forexscalper, spoons is so bad you just had to go in one yesterday??
Even radio 4 is running a story about infection rates levelling out and that cases don’t warrant hospital visits as much as they used to - maybe we’re onto the next stage - persuading everyone back out and back to work. Here’s to that.
Barchid, I know London Docklands extremely well and you raise an important point - normally many thousands of office workers would spend spend spend on after work drinks/food, they are now WFH and must be spending there to some extent. As Marstons had no presence in Canary Wharf, this is all to their benefit.
Googled “joint corporate broker” and checkEd the recent history of companies that came up, pretty much all had an RI or placing not long after, so odds on something is afoot.
Maybe required to keep the JV on track? Given the current MP is around 300m how do you calculate the required 250-500m? seems OTT especially if we are getting back to normality by then.
Good points indeed. The recent switch from focusing on death rates to cases tells me we’re over the worst. Cases can easily be increased by increasing testing. The challenge now is getting people back to offices and overcoming their fear of commuting, err, I mean working in a packed office! Everyone dreams of ditching the commute so I’m not surprised they’re reluctant but offices do perform valuable functions for business in terms of networking and innovation.
Mars low was between 18 and 19, it’s jdw that is more depressed by your measure.
Frustrating to see the ftse having a good day but leaving the pub sector to fall so much, if only the media would stop speculating for clicks.
Pubs ‘may’ close
An asteroid ’may’ destroy the earth etc ;-)
Any link to a news source? Sounds like you’ve misread something.
So far, a sage scientist was asked if locking down the pubs again was a possibility, and he said it was a possibility. Everything is a possibility! and he is obviously reluctant to rule anything out.
Another lockdown would put more pressure on independents rather than MARS, does make for a more volatile ride but the long term favours them. How long is long term? That’s an issue for many.