Member Info for Porsche1946

Charts for this over 3 years are awful. This has to be a banging short along with all the other builders, borrowing costs at an inflection point and now rising everywhere, 10 and 2 year bond yields flying, U.K. recession baked in and rising unemployment, it writes itself. U.K. was fukt anyway post 2016 but Labour high tax zero growth plan total suicide and with Trump’ USA first U.K. is even more doomed, terminal.

Terminal, like the U.K. in general.

Uk stock market is completely uninvestable, its capital destructive. Trying to find a winner amonsgt this rubbish…well check out woodford and lindsell train etc….it was over after 2016 when capital started to leave the uk relentlessly. Terminal.

What a time to take out a short now it’s had a dead cat bounce, this will end up in the hands of bondholders, shareholders will be wiped out, it’s just another super dry type story. Terminal.

Same price as 2014, whole U.K. stock market just a capital destructive pos, never recovered from gfc and then brexit started outflows that never stopped. Terminal.

The only surprise is how long the car loans fiasco took to blow up, this is terminal, lloyds bank won’t be far behind it once recession kicks in for real and housing collapses a la 2008.

That Welsh ginger scumbag Steve Morgan dumped Redrow on Barratt at just the right time, reminds me of the Taylor Woodrow disaster merger just before the GFC. I’d expect similar results. These could end up sub a quid with what I think is coming for the U.K. economy.

I can’t see any of these builders being able to pay anything like the dividends they were paying in the past, it’s a completely different environment, as the risk reward with them is so bad ( see 2008/2013 period ) without the dividends who the fk would buy them it’s just capital destruction. U.K. is doomed anyway with Trump in especially.

Will see this down at 1.80 in coming sell off, great time to buy as ages till ex div dates. Shocking this share price so low, just zero demand for U.K. shared since 2016. No buyers.

😂😂 this doesn’t have a long term future, check the charts, it’s going to end up in the hands of bondholders.

Trump and his US centric policies likely to be a disaster for U.K. listed shares, which have been in the crapper since 2016 anyway, most of the large cap U.K. stuff still left needs to re-domicile to the US indexes and fast.

10.80 yield…what can go wrong😂 paying dividends out of debt, highly sustainable.

Germany’ problems just getting started, the orange clown across the water likely to add to Europe and UK’s woes, expect write-downs on German investment to come thick and fast.

This is like a couple of a quid a share, still crazy over valuation. Will tank along with rest of U.K. plc.

These are going down the pan, will be zero equity value left, just capital raising and paying bond holders. Dump it.

This will see its 2012 lows before this is over. Recession.

Should be back in the 60’s shortly. What a pos this company is.

Bt will never be allowed to make any money, it’s a political football. Back to a quid.

U.K. and Europe will be utterly fukt. Sterling and euro both getting vaporised. The bigger better ftse listed stuff that’s still left will be relisting and moving domicile to US fast to get around Trump tariffs, he knows that, the dollar milkshake theory….the US just sucking in more and more value whilst draining everywhere else, reserve currency, owns all the tech and has the wealthiest population whilst Europe heads for the U bend. Hardcore U.K. recession coming and endless weak sterling since brexit fiasco sucking in more inflation as U.K. imports everything especially energy and it’s all priced in USD. As for Phnx…weeeeeeee back to sub 4.40 as bonds tank in value again as risk premium yields rise.

Diageo would be better off listing in the US and moving domicile, ftse has been fukt for the last 15 years and it’s never coming back, people don’t buy sterling assets anymore unless they are dirt cheap, it would put an instant 30pc on the shares and get around any Trump tariffs.

Dipshyt Labour sending staffers to help with Democrat campaign will see Trump shaft U.K. like he did post brexit mess after saying he would do a “ great deal “ bla bla.