Member Info for Porsche1946

Cant work out how this is over a quid still. Inflation slated to hit 18pc, with sterling endless collapse and all energy priced in usd will be more like 22pc, can you imagine the interest rates they will need to bring it in, at 18 pc it is almost 10x useless BOE mandate. Housing market is gonna get destroyed. 2008 on steroids. This is all about the macro, which for U.K. is terminal.

weeeeeee all the way down to sub a quid. A pile of debt. Keep shorting guys, get onto ig index and set a .99 exercise. As for lloyds, an even better short, on housing market collapse and bad debts ( bankruptcies now highest since 2008 ) they will be back to .22/28p range. Couple with collapse in sterling, brexit fiasco and political tory basket case perception of U.K. nobody will touch U.K. assets so set your short exercise price on lloyds for .27 June expiry. All house builders ( shares of all now in freefall ) are a banging short too. Not much point chasing dividends to lose two thirds of your capital

The brexit fiasco then covid and now the collapse in sterling, coupled with terrible UK productivity figures, mush worse than europe and US inflation ( slated 18pc by Spring now ) and parabolic taxes, this is it I think, looks to me way worse than 08 because brexit had already done so much damage. When the bad debts start rolling in and the property market craters Barc shares will be .80p, its a poorly run bank anyway, the share price has been a disaster, pretty much like the whole ftse 100, for ten years. It can only crater with whats coming down the tracks. Likely an emergency budget shortly, BOE mandate is removed and an emergency government next year, Tories cannot continue being this wrecking ball.

Weeeeeeeeei in freefall just like brexit self harming basket U.K.”s prospects in general. That mess now being “ found out “. Check out chart support for this, literally sub 12 quid. Scary.

The debt is eye watering, even by dog index of the world brexit basket case U.K. ftse 100 standards. Will be another capital raise but will end up in the hands of bondholders anyway, this winter likely to be brutal. Use the Jets etf if you want the airline trade, it’s great, why have stock specific risk in a sector that’s so dodgy, ie these fxckers crash.

Thank god I unloaded this steaming pile of shxt. I changed the money into usd at 1.42 and bought Tsla at 615, what a trade, up 50 pc on tsla and 15pc on currency as sterling has cratered. Vod now valued at a lot less than its debt and its German buy now looking like the stitch up it was, Liberty took them to the cleaners. This is going under a quid and dividend will be cut, theres no money in telecoms ( look at crxp like BT ) but the debt is the killer here. Ftse at less than it was 22 years ago, omFg, this winter the U.K. and indexes are heading back to the 1970’s. Terminal.

Terminal rubbish, dividend will be cut, AUM walking out the door fast, terrible management and Aberdeen have sunk Standard basically, its like when lloyds bought hbos. Will be sub a quid a share, whole ftse below where it was 22 years ago and sterling at 1.18 ( 2.07 under Blair ) Tories have been a disaster for everything, brexit the real killer. Inflation in France 6.2 and falling, UK 10.3 slated to go to 13.4 by Dec.

Sterling now 1.18 to the usd, just dire, what brexit didnt fxck completely inflation has, massive inflation being sucked in with such a bombed out Mickey Mouse currency, UK heading for something a lot worse than 08, guessing an emergency budget followed by an emergency government next year with a trip to the IMF for a bailout a la 1970’s, Lloyds shares will be back at 28p next year on bad debts. Terminal.

Dividend will be slashed or cancelled next year, U.K. heading for meltdown, shares will go back to 2008 pricing.

Underlying figures on persimmon are dreadful, only thing keeping margins ok above building inflation is house price rises which will shortly be house price falls. They are a better company than shxtty TW so does not look good. 2008 all over again. UK now importing natural gas from australia ( insanity ) and parabolic inflation slated to be 13pc by Oct with sterling destroyed to 1.20 usd and the brexit nightmare fiasco still rolling. Interest rates will be 5 pc by Feb so housing is fxcked. I’d get clear of any U.K. facing businesses for 6-8 months as this winter likely to be meltdown. US picking up nicely tho ( energy self sufficient )

Underlying figures on persimmon are dreadful, only thing keeping margins ok above building inflation is house price rises which will shortly be house price falls. They are a better company than shxtty TW so does not look good. 2008 all over again. UK now importing natural gas from australia ( insanity ) and parabolic inflation slated to be 13pc by Oct with sterling destroyed to 1.20 usd and the brexit nightmare fiasco still rolling. Interest rates will be 5 pc by Feb so housing is fxcked. I’d get clear of any U.K. facing businesses for 6-8 months as this winter likely to be meltdown. US picking up nicely tho ( energy self sufficient )

Gsk are the originators of this drug. Spells big trouble. Osteoporosis also linked to this drug as it blocks calcium absorption. 10 years plus fighting this in US courts, dire, still a load of debt too and shyte management. Poor suckers who bought haleon too. Buy US, UK shares like the brexit basket case U.K. itself, totally fxcked.

These were doing so well until brexit vote, at a high then almost to the day lost 50pc as U.K.’s prospects got vaporised over next 3 years and sterling got destroyed. Good bounce post covid but looking at chart now it resembles 2007/2008 almost exactly, market pricing in housing crash, mortgage rates will need to double from here to get parabolic inflation highest in g7 under control, check out 2007/08 charts, maybe still a long way to fall.

Getting destroyed, love it, what a short, these will be sub a tenner by Nov, GSK and Haleon just a massive pile of debt anyway.

2archie, you will get plenty of opportunities to buy shxtty gsk cheap, what a short it is now with muppets like you on the other side of the trade, I expect you invested in all the other U.K. “ quality “, ftse below where it was 21 years ago and sterling at 1.22, pathetic, and this winter will be brutal for U.K., would expect civil unrest. So good being in USD and living in the Turks and Caicos ( zero tax ) and just shorting this rubbish back there. Zantac lawsuit will put this and haleon in the same position as the invidior suit. Watch this space.

Zantac lawsuit will completely fxck gsk and Haleon for years, US loves destroying U.K. companies ( think Obama and BP oil spill ) Get out fast, 12 quid coming up. Are there any U.K. share floats that don’t tank, scary.

Has to be a new ceo fairly soon, first thing he will do is cut the dividend and kitchen sink the problems, will go under a quid and stay there, and before I get a load of shxt back from upset Vod investors have a look at the direction of travel for this company charts wise and more importantly debt wise. They were stitched up by Liberty for the now tanking German biz at an absurdly high price. Telecoms is a rubbish market there’s been no money in it for years, I really think over the next 18 months you will see this rebase at 80/90 p with a 4pc yield. It’s just a pos. plus nobody wants to buy U.K./sterling denominated assets since brexit, the gift that keeps on giving.

The aum walking out the door is terminal. This company is done for. I spotted it speeding up over a year ago and bailed in jan and stuck the money into Tsla, out of this dividend rubbish and into growth, this has been in freefall since and Tsla I bought at 700 now 900 plus 10 pc on exchange rate as sterling gets decimated. People keep buying this U.K. dividend dross for income then lose half their capital, scary, whether it’s this, bt, Vod, Mks etc, over the years the shares have cratered. Aviva is half what it was 14 years ago. I own L&G as the least rubbish of the bunch but the shares are completely range bound. The other problem of course is that nobody has been interested in buying U.K./sterling denominated assets since brexit, the gift that keeps on giving.

Another dross terminal future ftse 100 company, this had been in decline since 2018, I unloaded for a small loss at1150 and stuck the money into apple thank god, have made another 10pc being in usd rather than brexit wrecked sterling. Amazed anyone would buy this for the crappy dividend, what’s the point with this dividend rubbish? Buy for 5 pc to lose half your capital.

Sold this before covid for 1.17 thank god and awful Restaurant Group too, these types of companies are doomed, owned originally for divi but thats ancient history, just glad i rescued my capital, huge debt and the U.K. facing economic meltdown and brexit wrecked sterling sucking in crazy inflation. Buy US growth.