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Well that was a sad attempt ford and yes I can't be seen causing harm to the elderly. I support the great nation through absurd taxes without doing the work arounds like most people I know :)
Have a good sleep geeza
All , please don't ignore macros they are important. It will help you time things better
Jesus old man it is passed your bed time !
Feel free to ask people like sunsefer that have profited. Much like with ACs price predictions. Suck to be you , zero contributions. A pensioner exhibiting 3 year old outbursts how embarrassing..
I play both sides so if your bull or bear i don't care. I simply share factual information and it's people like you that have an out burst when it's not bullish. Please act your age
This chap seems to think infinite price increases solves the problem how very silly
Actually a number of people have asked and valued my opinion. Can't say the same for you since you don't actually provide anything useful here ? No macro of fiscal analysis , no financial statement analysis - nothing
You're free to filter if you don't like reading ;).
No the point is that the squeeze indicates a lot less people flying (decline) , act your age ford. Pathetic
Again that's an assumption from you ford , on the last inflation print airline spending went down 20% according to banks. Those that bothered to watch the full webinar from iag on full results would've noticed it was consumer demand that outperformed whilst business activity lagged.
It's the rates that's going to push this from bad to worse. And ofc the energy cap when that is removed.
Can't compare shopping for essentials to luxury holidays lmao
Oil what are you on about with ww2 have you lost the plot ?
We're talking about consumer indicators here. And if you had any know how of the many macros currently showing this squeeze you would understand this isn't a 'doomsday' scenario it Is the reality.
Another sund like bagholder it seems
Baffles me that most people are forgetting we are heading into the longest recession the UK has faced.
The reserves people were splashing out are getting drained, the higher interest rates hits everyone big time. Demand in q1 is going to be a big miss in my eyes
Don't read gas meters mate I read data on my terminals and institutionally trade
Sund says bear market is over lmfao this reddit ramper is so stupid is funny
Uk entering worst recession, what do you think ?
Investor your statement there is a bit ambiguous. As someone that trades power in interconnections it is dependant on auction clearing price between borders. That sets how 'cheap' or 'expensive things are. Same for gas right , if you have pipelines coming from countries with ample supply , you're likely to get much cheaper gas than from Russia.
Norway hydro storages are below seasonal norms but yes if they fill up then that's great. Not enough to replace the imports we would get from France
Also for those interested, France yday announced 5GW worth of nuclear capacity offline , they are looking less and less likely to achieve the 50GW nuke target by Jan 23. This is relevant to the UK because in q1 we usually import power from France quite a bit.
Translation ? Higher Q1 23 prices in power and gas
Normalisation? That's a silly assumption to make. Shows your lack of energy infrastructure understanding sund. The energy system will take a while , definitely beyond a single year to fully adapt to supplying power gas and oil without russian dependence AND at moderately cheap wholesale prices. The alternative / new pipelines take 2-4 years to be built and optimised.
It is bold for BOE to assume well below 2% inflation when core cpi hasn't even peaked yet. Notice how it's complete opposite fundamental of the FED. There's going to be some serious bloodbath selling when markets see inflation not coming down in like with their ambitious expectations
Personally I think some of the comments were a bit stupid. They expect inflation to be well under 2% next year , but have no idea what the future of power supply looks like ? Because the alternative power and gas supplies are there but they are EXPENSIVE. What about oil as well ?
Until any of these things have been resolved statements like that will create blood bath sell offs when if it comes to the point where inflation isn't dropping at the rate they vocally predicted.
To be fair though, they did say peak is less than market is currently pricing in which is good. BUT I think the concern is that the rates we do have will be here for longer. All eyes on the budget now
Main issue is that rates just take a while to materialise. They will do bulk of hikes this year
Loool rip , aal down 4.5% as well. Consumer discretionary sectors will be hit as these rates increase.